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| Neil Murdock of AIC Limited |
|---|
| 1375 Kerns Road |
| Burlington ON |
| L7R 4X8 |
| 905-331-4242 |
| Neil Murdock's website |
| Toll Free: 1-800-263-2144 |
| Fax: 1-800-660-2664 |
| info@aic.com |
| BUY | Amvescap PLC (US) | AVZ-N (Dead) | 13.450 | Well below its intrinsic value. | 2003-01-13 | ||
| BUY | ING Groep NV | ING-N | 17.900 | Fantastic business. Well run. | 2003-01-13 | ||
| BUY | Aliance Capital Mngmnt Holding | AC-N (Dead) | 33.400 | Strong brand name. Good management. Strong yield. | 2003-01-13 | ||
| BUY on WEAKNESS | Amgen Inc. | AMGN-Q | 51.520 | Very successful biotech. Big growth. May be a little high. | 2003-01-13 | ||
| DON'T BUY | Alliance Atlantis Communications Inc. (B) | AAC.B-T (Dead) | 14.800 | Not happy with their acquisition. | 2003-01-13 | ||
| DON'T BUY | Nortel | NT-T | 3.890 | Still needs capital expenditure to grow. | 2003-01-13 | ||
| DON'T BUY | Lucent Technologies | LU-N | 1.810 | Still needs capital expenditure to grow. | 2003-01-13 | ||
| DON'T BUY | Unilever NV | UN-N | 61.360 | Has had a lot of free cash flow. Cost cutting. Hard to get more revenue growth. | 2003-01-13 | ||
| DON'T BUY | Home Depot | HD-N | 21.960 | Reasonable good value, but thinks they will have trouble expanding globally. | 2003-01-13 | ||
| DON'T BUY | Nissan | NSANY-Q | 16.060 | Would prefer others. | 2003-01-13 | ||
| DON'T BUY | Schering Plough Corp | SGP-N | 23.680 | Prefers Pfizer. | 2003-01-13 | ||
| HOLD | Pfizer Inc | PFE-N | 30.900 | Well run and strong management. Has grown so big that future growth is difficult. | 2003-01-13 | ||
| HOLD | CitiGroup | C-N | 37.040 | Has had management problems. | 2003-01-13 | ||
| TOP PICK | RenaissanceRe Holdings | RNR-N | 38.620 | A good market that has grown steadily. Earnings per share are up 120%. 8 X earnings. | 2003-01-13 | ||
| BUY | Nike Inc | NKE-N | 57.040 | Good growth/management and at a good price. | 2002-04-15 | ||
| BUY | General Electric | GE-N | 31.850 | Good long term hold. Cheap now. | 2002-04-15 | ||
| BUY | Wendy's | WEN-N | 36.960 | Tim Horton's is a subsiduary and its expansion into the US is good. | 2002-04-15 | ||
| BUY | Washington Mutual Inc | WAHQE-Q2 | 36.600 | In a good sector and at a good price. | 2002-04-15 | ||
| BUY | Merck & Company | MRK-N | 54.530 | At a 5 year low. Have some good products. At a good price. | 2002-04-15 | ||
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| BUY | Texas Instruments | TXN-N | 32.130 | Great business. Had a good quarter. | 2002-04-15 | ||
| DON'T BUY | Juniper Networks | JNPR-N | 11.020 | In a tough sector. Have to wait for a turn around. | 2002-04-15 | ||
| DON'T BUY | Wal-Mart Stores Inc. | WMT-N | 59.930 | A solid company, but too highly priced. | 2002-04-15 | ||
| DON'T BUY | Tyco | TYC-N | 29.950 | Not a fan of the management style. | 2002-04-15 | ||
| DON'T BUY | Kraft Foods Inc | KFT-N | 40.450 | Good brand names. Not sure where they can get growth from based on the price of the stock. | 2002-04-15 | ||
| DON'T BUY | Altria Group Inc | MO-N | 52.850 | Expects that down the road, it will become like a regulated utility. | 2002-04-15 | ||
| DON'T BUY | WorldCom | WCOEQ-Q | 5.070 | In a tough sector. Too high a risk. | 2002-04-15 | ||
| STRONG BUY | Pfizer Inc | PFE-N | 39.000 | Great product line/sales force. Good price. | 2002-04-15 | ||
| TOP PICK | CitiGroup | C-N | 45.920 | Strong management. Good track record. At a good price. | 2002-04-15 | ||
| TOP PICK | Ahold (Amsterdam Exchange) | AH-AEX | 24.600 | Strong manageemnt team. Great track record. Very attractive price. | 2002-04-15 | ||
| TOP PICK | Vodafone Group PLC | VOD-Q | 16.790 | Has good operators. Well managed. At a good price. | 2002-04-15 | ||
| BUY | Check Point Software Tech | CHKP-Q | 27.480 | Interesting long term sector. Check Point is a leader in the sector. Good price. | 2002-02-21 | ||
| BUY | Amvescap PLC (US) | AVZ-N (Dead) | 23.320 | Bullish on the bussiness.Trading at 19/20 X earnings. Great long term. | 2002-02-21 | ||
| BUY | CitiGroup | C-N | 42.800 | well run. Good long term growth. At a good price. | 2002-02-21 | ||
| BUY | Cable & Wireless PLC | CWP-N | 9.200 | Has been hit hard. A great business and a great price. | 2002-02-21 | ||
| BUY | Schering Plough Corp | SGP-N | 34.000 | Great sector. Had a tough year. Getting cleaned up now. Good pipeline. Good price. | 2002-02-21 | ||
| BUY | Sun Microsystems | JAVA-Q | 8.160 | Well run business and a very good price. | 2002-02-21 | ||
| DON'T BUY | Cisco | CSCO-Q | 15.110 | Good business/managament. Very expensive. | 2002-02-21 | ||
| DON'T BUY | Nortel | NT-T | 8.520 | In a tough period. | 2002-02-21 | ||
| DON'T BUY | Nextel Partners Inc | NXTP-Q | 4.500 | A lot of cash flow problems. | 2002-02-21 | ||
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| DON'T BUY | Charles Schwab | SCHW-Q | 13.500 | Kind of expensive. Made a good acquisition. | 2002-02-21 | ||
| DON'T BUY | Motorola | MOT-N | 12.000 | Not a fan of management. Made some poor moves. | 2002-02-21 | ||
| DON'T BUY | General Electric | GE-N | 37.520 | High quality company and well managed, but too highly valued. | 2002-02-21 | ||
| PAST TOP PICK | Merrill Lynch & Co (US) | MER-N | 46.710 | (Was a top pick on Oct 30 up 5%) Still likes. At a good price. | 2002-02-21 | ||
| PAST TOP PICK | Viacom Inc. | VIA-N | 43.600 | (Was a top pick on Oct 30 up 23%) Still likes. | 2002-02-21 | ||
| TOP PICK | American International Group | AIG-N | 71.040 | Extremely strong management. Good acquisitions. Excellent price. | 2002-02-21 | ||
| TOP PICK | RenaissanceRe Holdings | RNR-N | 103.140 | Well focused. Great management. | 2002-02-21 | ||
| TOP PICK | Safeway Inc. | SWY-N | 42.370 | Growing their margins. Strong manahement. Good value. | 2002-02-21 | ||
| BUY | Ahold (Amsterdam Exchange) | AH-AEX | 27.910 | Strong management. Good track record. Good margins. At a good price. | 2002-01-07 | ||
| BUY | CitiGroup | C-N | 52.390 | Better managed than Wells Fargo and Bank of America. | 2002-01-07 | ||
| BUY on WEAKNESS | General Electric | GE-N | 39.360 | Well managed. Good diversification. A little high now. Would buy at $37. | 2002-01-07 | ||
| BUY on WEAKNESS | EMC Corp | EMC-N | 16.600 | Likes the storage sector, but a difficult sector now. Too much competition. | 2002-01-07 | ||
| DON'T BUY | Wells Fargo | WFC-N | 43.780 | Not happy with the corporation loan side of the business. | 2002-01-07 | ||
| DON'T BUY | Bank of America | BAC-N | 63.110 | Not happy with the corporation loan side of the business. | 2002-01-07 | ||
| DON'T BUY | Tyco | TYC-N | 54.380 | Makes a lot of acquisitions and not sure if management can handle. Prefers GE. | 2002-01-07 | ||
| DON'T BUY | Nokia | NOK-N | 98.450 | Getting a little expensive. Have to see how the hand set sales went in December. | 2002-01-07 | ||
| DON'T BUY | Merck & Company | MRK-N | 58.100 | A lot of their drugs have come off patent without adequate replacement. Prefers Pfizer. | 2002-01-07 | ||
| DON'T BUY | WorldCom | WCOEQ-Q | 14.390 | Long distance is a tough business these days. | 2002-01-07 | ||
| DON'T BUY | Qualcom | QCOM-Q | 47.200 | Owns good patents, but royalties are questionable. | 2002-01-07 | ||
| DON'T BUY | Cisco | CSCO-Q | 20.530 | To high a valuation. Great business. | 2002-01-07 | ||
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| TOP PICK | Pfizer Inc | PFE-N | 39.700 | Likes the pharmaceutical sector. Has a good pipeline for its drugs. | 2002-01-07 | ||
| TOP PICK | Merrill Lynch & Co (US) | MER-N | 56.840 | A global leader in wealth creation. Likes financial. | 2002-01-07 | ||
| TOP PICK | Viacom Inc. | VIA-N | 46.800 | Great management, content and content delivery. Advertising should pick up. | 2002-01-07 | ||
| DON'T BUY | MDS Inc | MDS-T | 20.750 | Best Canadian health market play. A lot of government regulation so could be cut back. Prefers US company. | 2001-11-06 | ||
| DON'T BUY | Bell Canada International | BI.H-X | 1.790 | Needs refinancing. Could have problems. | 2001-11-06 | ||
| BUY | Pfizer Inc | PFE-N | 42.450 | One of the best drug companies. | 2001-10-30 | ||
| BUY | T, Rowe Price Group | TROW-Q | 27.850 | Last quarter was better than expected. At a good price. | 2001-10-30 | ||
| BUY | Banco Bilbao Vizcaya | BBVA-N | 11.050 | Great business and strong management. Down because of Argentinean holdings. At a very good price. | 2001-10-30 | ||
| BUY | American International Group | AIG-N | 81.440 | Its a leader in different sectors. Strong management. A long term hold. | 2001-10-30 | ||
| DON'T BUY | Eli Lilly & Co. | LLY-N | 77.270 | Some of their drugs are coming off patent and others not doing as well. Prefers Pfizer or J & J. | 2001-10-30 | ||
| DON'T BUY | Cisco | CSCO-Q | 16.570 | In a tough market environment. One of the better players, but no visibility. | 2001-10-30 | ||
| DON'T BUY | Nortel | NT-T | 9.160 | In a tough market environment. Have had significant management changes. | 2001-10-30 | ||
| DON'T BUY | EMC Corp | EMC-N | 12.010 | Storage area is a great growth business over the long term. This is presently the leader in this sector, but prefers some others that are cheaper. | 2001-10-30 | ||
| DON'T BUY | Nextel Partners Inc | NXTP-Q | 7.820 | Has had trouble selling their technology. | 2001-10-30 | ||
| DON'T BUY | Alcatel | AT-T (Dead) | 21.960 | In a tough market environment. | 2001-10-30 | ||
| DON'T BUY | JDS Uniphase | JDU-T | 13.920 | A better story than Nortel, but not sure where the bottom is in this market. | 2001-10-30 | ||
| DON'T BUY | Walt Disney | DIS-N | 18.160 | Price is looking better, but some question on management. Theme park attendance is also down. | 2001-10-30 | ||
| DON'T BUY | Priceline.com Inc. | PCLN-Q | 4.530 | Have a poor business model. Revenues are dropping. | 2001-10-30 | ||
| DON'T BUY | Lucent Technologies | LU-N | 6.500 | Not successful in commercializing what they are getting out of their Bell Lab holdings. Lost some good management and engineers. | 2001-10-30 | ||
| DON'T BUY | JP Morgan | JPM-N | 35.510 | Good sector to be in, both short and long term. Has a large amount of corporate loans. Prefers City Bank. | 2001-10-30 | ||
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| PAST TOP PICK | Amvescap PLC | AVZ-T (Dead) | 19.250 | (Was a top pick on April 12 down 16.5%) Still likes and is buying. At a good price now. | 2001-10-30 | ||
| PAST TOP PICK | Pfizer Inc | PFE-N | 42.450 | (Was a top pick on April 12 up 4.6%) Good sector. | 2001-10-30 | ||
| PAST TOP PICK | Nokia | NOK-N | 20.300 | (Was a top pick on April 12 down 27%) Have had a tough road, but is coming out OK. | 2001-10-30 | ||
| TOP PICK | Merrill Lynch & Co (US) | MER-N | 44.660 | A good time to be in financial services. Good price. | 2001-10-30 | ||
| TOP PICK | Viacom Inc. | VIA-N | 34.260 | Expects economy to start improving and this stock should move up sharply. Strong management. | 2001-10-30 | ||
| DON'T BUY | BrocadeCommunication Sys Inc | BRCD-Q | 32.160 | In a fibre channel. What if transportation methods change from fibre? Some risk. | 2001-08-14 | ||
| BUY | Vodafone Group PLC | VOD-Q | 19.630 | Down because of telco sell offs and lack of wireless growth. Creating platform globally for cellular phones. Good mngmnt team. | 2001-08-14 | ||
| BUY | Johnson & Johnson | JNJ-N | 56.990 | Good sector to be in. | 2001-08-14 | ||
| BUY | Schering Plough Corp | SGP-N | 38.410 | Good sector to be in. | 2001-08-14 | ||
| BUY | Merrill Lynch & Co (US) | MER-N | 52.900 | At a good price. May have some choppiness over the next month or two. Has global operations. Prefers over Charles Schwab. | 2001-08-14 | ||
| DON'T BUY | EMC Corp | EMC-N | 16.980 | Likes the data storage sector. Good price, but prefers Veritas. | 2001-08-14 | ||
| DON'T BUY | Costco Wholesale | COST-Q | 41.020 | Good business model. A little expensive and some concern on consumer spending decrease. Share price can drop further. | 2001-08-14 | ||
| DON'T BUY | Intel | INTC-Q | 30.350 | Hard to evaluate this sector. Not a fan at this time. | 2001-08-14 | ||
| DON'T BUY | Advanced Micro Devices | AMD-N | 15.500 | Hard to evaluate this sector. Not a fan at this time. | 2001-08-14 | ||
| DON'T BUY | Level 3 Communications | LVLT-Q | 4.300 | Concerns on if they can fill up their fibre before running out of cash. | 2001-08-14 | ||
| DON'T BUY | Luxottica | LUX-N | 17.680 | Worries about mngmnt moves. Prefers Essilor (French Stock Exchange?) | 2001-08-14 | ||
| DON'T BUY | Home Depot | HD-N | 49.300 | Well managed, but too pricey and questions if they can grow globally. | 2001-08-14 | ||
| DON'T BUY | Cisco | CSCO-Q | 17.650 | Have to wait for their customers to recover. Well managed. Strong balance sheet. | 2001-08-14 | ||
| DON'T BUY | Alcatel | AT-T (Dead) | 26.000 | Telecom sector slump created a major slowdown. Weaker mngmnt team than other companies. | 2001-08-14 | ||
| DON'T BUY | Ericsson LM Telephone | ERIC-Q | 5.450 | Telecom sector slump created a major slowdown. Now rechecking to see if they should keep this stock. | 2001-08-14 | ||
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| DON'T BUY | Wendy's | WEN-N | 27.240 | Concern on ability to grow earnings without spending a lot of money. | 2001-08-14 |
