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| Mike Weir of Guardian Capital |
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| BUY | AGF Management (B) | AGF.B-T | 18.000 | Feels it is the best company to hold in a mutual fund stock. Have good growth opportunity. | 2004-01-26 | ||
| TOP PICK | Alcan Aluminum | AL-T (Dead) | 58.480 | Great growth opportunity ahead of them. Have proven they can do acquisitions and integrate them. Bullish outlook for demand of aluminum by China. | 2004-01-26 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 5.690 | Short-term view is pretty cloudy. The backlog of contracts for regional jets continues to fall. Strong Canadian dollar has also been a problem for them. | 2004-01-26 | ||
| VAGUE | CI Financial Corp | CIX-T | 14.660 | Have good growth opportunity. Has hung back because of rumors of conversion into an income trust. | 2004-01-26 | ||
| DON'T BUY | Celestica Inc | CLS-T | 26.400 | Tough to get a really good margin in this business. | 2004-01-26 | ||
| TOP PICK | Encana Corp | ECA-T | 55.650 | Thinks of it as a growth opportunity in the oil/gas business. Has a wide variety of international assets. Own a large amount of Freehold land. Expects a 10% growth. | 2004-01-26 | ||
| BUY | Inmet Mining | IMN-T | 16.510 | They have a large amount of cash. Not dependent on one single metal. Should do quite well going forward based on a better expectation of a commodity outlook. | 2004-01-26 | ||
| BUY | Isotechnnika Inc | ISA-T | 2.900 | Has a better product than cyclosporine. This should create a great marketplace for them. With more results coming out in 2004, you should see the stock move-up quite nicely. | 2004-01-26 | ||
| DON'T BUY | Kingsway Financial Services | KFS-T | 14.400 | It seems that every couple of years they run into some reserve problems. Too risky. | 2004-01-26 | ||
| BUY | Mega Bloks | MB-T | 20.530 | Thinks their future is bright. Have been getting good licensing agreements to firms such as Disney. | 2004-01-26 | ||
| TOP PICK | Manulife Financial | MFC-T | 46.300 | Have a great opportunity in Asia, which should provide good growth. Reasonably priced. | 2004-01-26 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 8.550 | Has come too far and is too expensive at this time. A lot of outstanding shares, so they need to make a lot of money before he buys. | 2004-01-26 | ||
| BUY | Talisman Energy | TLM-T | 76.300 | A good company with a great collection of assets. Has a lot of cash. | 2004-01-26 | ||
| DON'T BUY | Telus Corp | T-T | 26.370 | Could certainly move higher on the short-term because of getting great benefits of wireless coming on. Long-term, doesn't see a lot of growth in the land line telephones. | 2004-01-26 | ||
| HOLD | A Comment -- General Comments From an Expert | A Commentary | 33.850 | Continuing to grow their earnings. Believes that even if there is a rollover in the housing market, it will still benefit from repair and renovations. | 2004-01-26 | ||
| BUY | Aur Resources | AUR-T (Dead) | 6.600 | Commodities in general should be fairly strong. The easy money has probably been made. There could be another 15/20% upside. | 2003-12-22 | ||
| HOLD | Bank of Montreal | BMO-T | 53.060 | Doubt if they led by a takeover in 2004. Would prefer other banks. | 2003-12-22 | ||
| TOP PICK | Inmet Mining | IMN-T | 15.950 | They have long life assets. They have an opportunity for growth in Turkey. Have a lot of cash. | 2003-12-22 | ||
| BUY | Isotechnnika Inc | ISA-T | 2.670 | Thinks the stock should move up from this level. Have a good opportunity to bring their product to market. Should rally by the middle of 2004. | 2003-12-22 | ||
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| BUY | Manulife Financial | MFC-T | 42.620 | They have a clear growth opportunity outside of Canada. | 2003-12-22 | ||
| DON'T BUY | Sears Canada | SCC-T | 15.930 | Could still drop further. The problem with department stores in general is that the public is being drawn to specialty retailers. | 2003-12-22 | ||
| TOP PICK | Stratos Global | SGB-T | 12.890 | Has had a bit of a checkered past. Some of their acquisitions did not work out. Have refocused and doing very well. Earnings are continuing to grow. | 2003-12-22 | ||
| HOLD | Sherritt International Corp. | S-T | 7.200 | Good diversification. With a nickel price remaining high, they are in a position to expand production. | 2003-12-22 | ||
| BUY | Toronto Dominion | TD-T | 43.190 | Have a good opportunity for growth both in the investment banking side as well as retail banking. | 2003-12-22 | ||
| WATCH | VSM MedTech Ltd. | VSM-T | 3.800 | With the drop in the price, can't see a huge valuation risk. Bringing in a new CEO is good. The bigger risk is if there is a good market for their devices. Very speculative. | 2003-12-22 | ||
| DON'T BUY | Zarlink | ZL-T (Dead) | 4.360 | A bit of a troubled company. They are trying to transition from one product group to another. Would like to see more visible growth before being interested. | 2003-12-22 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 34.500 | A global leader in their sector. Good margins. Good acquisitions. Continuing to grow. Looking for above $2 in earnings. | 2003-12-22 | ||
| TOP PICK | Barrick Gold | ABX-T | 28.160 | Has good growth opportunity. Over the next four or five years, it will bring on an additional annual production of 2,000,000 oz.. Feels that the large-cap golds have lagged the mid-caps. | 2003-11-25 | ||
| BUY | Angiotech Pharmaceuticals | ANP-T (Dead) | 62.150 | Now crossing into profitability. When their stent hits the US market, the earnings will drive a lot higher. | 2003-11-25 | ||
| BUY | BCE Inc. | BCE-T | 29.410 | The wireless business is doing better than expected. Expressvue may also be improving. Could see a stock price in the mid-thirties in the year, and with the dividend would be a good defensive investment. | 2003-11-25 | ||
| DON'T BUY | Ballard Power Systems | BLD-T | 15.870 | They have a lot of competition. Not seeing any earnings. The timeframe for fuel cells seems to have been pushed out further. | 2003-11-25 | ||
| DON'T BUY | Valeant Pharmaceuticals | VRX-T | 25.300 | There's an issue around the credibility of management. $20 stock price would make the risk more worthwhile. | 2003-11-25 | ||
| BUY | Canadian Pacific Rail | CP-T | 34.950 | As the economy continues to grow they can do quite well going forward and could see the stock price rise 10/15% over the next year. | 2003-11-25 | ||
| BUY | Dorel Industries (A) | DII.A-T | 36.000 | Has a good future in front of it. Seen as the leader in their market sector. Have had some issues in profitability in getting their products to market so competition has had an edge but thinks they will make up for that this year. | 2003-11-25 | ||
| WEAK BUY | Dalsa Corp | DSA-T (Dead) | 14.700 | Have had some problems, but are seen as a leader in their sector. Probably has good potential to rise from here. Six months or a year from now the stock could be up. | 2003-11-25 | ||
| BUY | Domtar Inc. | DTC-T | 14.600 | Have a tremendous track record of getting their returns of capital from their assets. | 2003-11-25 | ||
| BUY | CHC Helicopters (A) | FLY.A-T | 27.750 | Has a good future in front of it. They have successfully consolidated the helicopter business. Should see increasing rental rates. | 2003-11-25 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 5.700 | An important question is, can they grow the revenue base. Kind of expensive given the growth outlook that the market is looking for. | 2003-11-25 | ||
| DON'T BUY | Sobeys | SBY-T | 29.520 | Would prefer Loblaws. Sobey’s could be affected more by competition. | 2003-11-25 | ||
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| TOP PICK | Vincor International Ltd. | VN-T | 27.160 | Has really set itself up to grow. Adding new brands and cross selling those brands. Expect that acquisitions will be for the long term. Expects growth to continue at 15/20%. | 2003-11-25 | ||
| TOP PICK | CHUM Limited (B) | CHM.B-T | 52.000 | Have two avenues of growth. They can have two radio stations in the same area and create synergies. They are also expecting to build out their television industry. | 2003-11-25 | ||
| DON'T BUY | CAE Inc | CAE-T | 5.270 | A risky proposition. Could move down. | 2003-09-29 | ||
| TOP PICK | Dorel Industries (A) | DII.A-T | 39.390 | Great growth opportunity. Latest acquisition will get them into a whole new area of distribution. Great diversification in their furniture line. Expect 15/20% growth. Trading at only 11 X earnings. | 2003-09-29 | ||
| BUY | Encana Corp | ECA-T | 48.710 | Cutbank Ridge has potential for a great amount of gas. A prospective play at this time. Great growth opportunity in their other holdings. | 2003-09-29 | ||
| TOP PICK | CHC Helicopters (A) | FLY.A-T | 27.120 | Has had a good track record of growth. There have been concerns about the volume of business they will do in the North Sea. Because of this, the stock has been held back. On a turnaround. At 10 X earnings, a strong buy. | 2003-09-29 | ||
| DON'T BUY | Kingsway Financial Services | KFS-T | 13.030 | Quite lumpy in its insurance business. Could be a very rocky ride. | 2003-09-29 | ||
| DON'T BUY | Kinross Gold | K-T | 10.000 | Not a big fan. They have a lot of disparate mines. Not sure if they are building shareholder value. | 2003-09-29 | ||
| TOP PICK | Loblaw Companies Ltd | L-T | 61.000 | Tremendous growth record and great management. Sees somewhere between 15/20% growth coming. Very affordable at these levels. A dominant player. | 2003-09-29 | ||
| DON'T BUY | Sobeys | SBY-T | 32.240 | Prefers Loblaw's. Having some trouble getting growth. | 2003-09-29 | ||
| BUY | Sherritt International Corp. | S-T | 4.910 | Likes their coal acquisitions, which should give them a better bargaining position as well as lowering production costs. A good opportunity for them to expand their Cuban nickel operation. | 2003-09-29 | ||
| WEAK BUY | Westport Innovations | WPT-T | 1.720 | They have a great future. A somewhat risky story. | 2003-09-29 | ||
| DON'T BUY | Ballard Power Systems | BLD-T | 18.050 | Its tough brain their product into commerciality.They do have a lot of cash.Very speculative. | 2003-08-19 | ||
| BUY | Finning Int | FTT-T | 30.870 | Have long-term hold stock.Tremendous growth rate.Have never lost money. | 2003-08-19 | ||
| DON'T BUY | Kingsway Financial Services | KFS-T | 16.900 | Has a history of lumpy earnings.Appears to be reasonably priced, but there is a fair amount of risk in that business.There could be more downside. | 2003-08-19 | ||
| BUY | Onex Corp | OCX-T | 15.220 | They have a tremendous track record of making good investments.The stock is trading at a great discount to the net asset value.A good way of playing the rebound in Celestica. | 2003-08-19 | ||
| TOP PICK | Patheon | PTI-T | 15.400 | Has a great track record.Has good growth opportunities.Also demographics are right. | 2003-08-19 | ||
| BUY | QLT Inc | QLT-T | 19.300 | Should be able to move higher.Earnings should continue to grow.Could be a takeover. | 2003-08-19 | ||
| BUY | Sunlife Financial | SLF-T | 30.750 | Should continue to grow and it also looks like the mutual fund business is continuing to improve in the US.Reasonably priced. | 2003-08-19 | ||
| DON'T BUY | Sierra Wireless | SW-T | 13.300 | There has been tremendous growth in wireless.The question is , if new technology could be a replacement in their equipment.There could be some downside. | 2003-08-19 | ||
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| TOP PICK | Transcontinental Inc. (A) | TCL.A-T | 19.000 | A tremendous entrepreneur running the company.Has a big share holding in the company.Continuing to grow.Think its about time for them to break out of their range.Could see an increase of 20/25% in the stock price. | 2003-08-19 | ||
| TOP PICK | Vincor International Ltd. | VN-T | 27.850 | Hit a 52-week high, but expects it to move higher.A classic growth at a reasonable price. | 2003-08-19 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 34.090 | The company is making headway in continuing to reduce costs and improve margins. They are seeing more competition in the Canadian market.Thinks the stock can move significantly higher. | 2003-08-19 | ||
| DON'T BUY | AbitibiBowater Inc. | ABH-T (Dead) | 10.010 | Not sure of the newsprint cycle. Has a lot of debt. | 2003-05-05 | ||
| BUY | Bank of Montreal | BMO-T | 39.650 | Banks will have lower loan losses. Could move up when it looks politically expedient for bank mergers. | 2003-05-05 | ||
| DON'T BUY | CAE Inc | CAE-T | 3.920 | May be a little bit more to come. Fairly risky. Have some balance sheet issues. Large payment due in June. | 2003-05-05 | ||
| DON'T BUY | Canadian Natural Rsrcs | CNQ-T | 49.930 | Has to have a continuing environment of very high commodity prices to get growth. | 2003-05-05 | ||
| BUY | Encana Corp | ECA-T | 48.000 | Will probably meet or exceed their growth projections. Good price. A long term hold. | 2003-05-05 | ||
| DON'T BUY | Leitch Tech | LTV-T | 5.410 | Fully valued. Have some tough competition, so margins could be thin. | 2003-05-05 | ||
| HOLD | Nortel | NT-T (Dead) | 3.890 | Risky. Had a nice run. There could be a bit more upside. | 2003-05-05 | ||
| WEAK BUY | Placer Dome | PDG-T | 14.960 | Having better performance and if gold moves up it should benefit. Good properties. | 2003-05-05 | ||
| TOP PICK | Precision Drilling | PD-T | 49.240 | Expanding internatiionally. Developing new tools and technology. Good price. | 2003-05-05 | ||
| TOP PICK | Power Financial Corp | PWF-T | 41.510 | Has a great track record. Good acquisitions. Should have good growth on the wealth management side. | 2003-05-05 | ||
| BUY | Zenon Environmental | ZEN-T | 14.350 | Should continue to grow. Has a good backlog. | 2003-05-05 | ||
| TOP PICK | Barrick Gold | ABX-T | 22.230 | Great growth opportunity. Expects 4 new projects from 2004 to 2008. Good price. | 2003-03-20 | ||
| BUY | ATI Technologies | ATY-T (Dead) | 6.700 | When Nvidia is up, ATI is down and vice versa, so treat them as trading stocks against each other. ATI is the current favourite. | 2003-03-20 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 3.490 | Need to generate cash. Also have pension issues. | 2003-03-20 | ||
| TOP PICK | Bennet Environmental | BEV-T | 10.890 | Good price. Limited competition. Good margins. Good contracts. | 2003-03-20 | ||
| DON'T BUY | CAE Inc | CAE-T | 3.650 | They have to address their balance sheet. Big debt. | 2003-03-20 | ||
| BUY | CHC Helicopters (A) | FLY.A-T | 24.800 | Limited competition. Good long term growth. | 2003-03-20 | ||
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| BUY | Nordion Inc | NDN-T | 18.600 | Heamasol was a problem. Good price. Growth prospects. | 2003-03-20 | ||
| BUY | Inco | N-T | 29.600 | A good play in the nickel sector. Good price. | 2003-03-20 | ||
| DON'T BUY | Nvidia Corp | NVDA-Q | 14.290 | When Nvidia is up, ATI is down and vice versa, so treat them as trading stocks against each other. ATI is the current favourite. | 2003-03-20 | ||
| BUY | Sherritt International Corp. | S-T | 4.490 | Well diversified. Outlook for coal is good. | 2003-03-20 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 23.250 | Good price. Introducing new products. Trades at 10 X earnings. | 2003-03-20 | ||
| BUY | Alcan Aluminum | AL-T (Dead) | 41.000 | Outlook is good. Cana continue to grow. | 2003-03-05 | ||
| TOP PICK | Cott Corp | BCB-T | 22.790 | Good price. Expects tremendous growth. | 2003-03-05 | ||
| DON'T BUY | CAE Inc | CAE-T | 4.120 | Balance sheet is stretched. Long term should be good. | 2003-03-05 | ||
| DON'T BUY | Canadian Natural Rsrcs | CNQ-T | 50.900 | Expects earnings will slow down. Would prefer others. | 2003-03-05 | ||
| TOP PICK | Canadian Oil Sands | COS-T | 35.900 | Expects some good growth. Long life reserves. | 2003-03-05 | ||
| HOLD | Cognos | CSN-T | 34.220 | In a tremendous competitive position. | 2003-03-05 | ||
| BUY | CSI Wireless | CSY-T | 1.580 | Have just raised cash. Expects they will now start making money. | 2003-03-05 | ||
| BUY | Isotechnnika Inc | ISA-T | 3.100 | Has been able to meet ,ilestones. | 2003-03-05 | ||
| TOP PICK | Magna Int'l. (A) | MG-T | 77.920 | Should grow because of growth of outsourcing trend. | 2003-03-05 | ||
| DON'T BUY | Meridian Gold | MNG-T | 18.440 | Having some problems getting permits in Argentina. Good management. | 2003-03-05 | ||
| BUY | Nortel | NT-T (Dead) | 3.160 | Starting to buy at these levels. | 2003-03-05 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 12.750 | Have had some problems. Prefers others. | 2003-03-05 | ||
| HOLD | AGF Management (B) | AGF.B-T | 13.220 | Leaders in their sector, and expect they can get back into a growth pattern. | 2003-02-10 | ||
| TOP PICK | Alcan Aluminum | AL-T (Dead) | 42.360 | Right time and at a good price. | 2003-02-10 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 5.120 | Air line industry is in difficulty. Management change. | 2003-02-10 | ||
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| DON'T BUY | BCE Inc. | BCE-T | 28.110 | Not a lot of growth, but decent dividend yield. | 2003-02-10 |
