| TOP PICK | | Brookfield Asset Management (A) | BAM.A-T | 34.350 | His segue into industrial/commercial real estate in general. Not a pure play of a REIT but a company that continues to do good business and were involved in a takeover during a credit crunch starting last year so the stock has come off quite a bit. Expect it will start to come back when credit starts to loosen up. | 2008-05-07 | |
| TOP PICK | | Encana Corp | ECA-T | 84.570 | Canada's biggest natural gas producer. Natural gas price has doubled and the stock is in an uptrend. Thinks earnings growth is going to surprise people. | 2008-05-07 | |
| TOP PICK | | Research In Motion | RIM-T | 131.000 | Keeps reporting triple digit growth in earnings and sales. There is really nobody competing with the Blackberry. A nice quiet mover, chugging higher. | 2008-05-07 | |
| PAST TOP PICK | | Microsoft | MSFT-Q | 29.210 | (A Top Pick Nov 21/07. Down 13%.) Was not bound as much as other stocks during the Bear but it’s obviously not coming back either. Clearly the issue with Yahoo (YHOO-Q) is hanging over its head. Can't see any catalyst in the short run. Still a Hold for a few months and if it doesn't do anything, get rid of it. | 2008-05-07 | |
| PAST TOP PICK | | CASH | CASH | 0.000 | (A Top Pick Nov 21/07.) Get your cash into the market now. | 2008-05-07 | |
| PAST TOP PICK | | Bidz.com Inc. | BIDZ-Q | 10.150 | (A Top Pick Nov 21/07. Down 42%.) This stock was red hot at the time. Had very good fundamentals. Investors abandoned small caps, especially ones that are relatively new to the market. Time to move on. | 2008-05-07 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Market: - Market is moving higher. Jan/23 climax selloff marked a significant bottom. Went through a bottoming out process that ended March 17. A lot of selling has been done and a lot of companies continue to grow their earnings and sales. Most stocks are recovering. Stay away from financials. Junior resource stocks continue to be in a terrible Bear market. Doesn't know what it will take to get them out, so stick with large caps of over $10 billion market cap trading at least 7 or 8 hundred thousand shares a day. | 2008-05-07 | |
| BUY | | Mastercard Inc. | MA-N | 291.010 | A lot of buying by big money has been going into this company. A benefit they have is that they don't carry the possible default risk. Up nearly 6X of the original IPO price. Could pull back in the short term, but long-term it looks like a big winner. Mutual funds will continue to accumulate this stock. If you own, continue to Hold. | 2008-05-07 | |
| BUY | | Visa Inc. | V-N | 88.500 | They don't have the problem of a possible default risk as they are just processing transactions. Mutual funds will be accumulating this stock. | 2008-05-07 | |
| HOLD | | Arch Coal Inc. | ACI-N | 63.600 | Coal is a sector that has been absolutely hot. Any coal stocks should be a Hold. The issue with the big winners is that they are quite extended from the start of their run. Long-term fundamentals for coal continue to look very good. A significant pullback of 15% or 20% would be your opportunity to buy. Sentiment will be negative at that point but it is a much better risk/reward ratio for a longer-term play. | 2008-05-07 | |
| HOLD | | Fording Canadian Coal Trust (Inc Trust) | FDG.UN-T | 69.120 | Coal is a sector that has been absolutely hot. Any coal stocks should be a Hold. The issue with the big winners is that they are quite extended from the start of their run. Long-term fundamentals for coal continue to look very good. A significant pullback of 15% or 20% would be your opportunity to buy. Sentiment will be negative at that point but it is a much better risk/reward ratio for a longer-term play. | 2008-05-07 | |
| DON'T BUY | | Westjet Airlines | WJA-T | 15.960 | One of the few airlines that was a big winner a year ago but it just made another lower low, which is not a good sign. Pretty significantly off its highs. Would stay away from the airlines in general. | 2008-05-07 | |
| BUY | | Thompson Creek Metals | TCM-T | 23.350 | A significant player in the molybdenum space. Starting to recover now. Can see at recovering to $27 giving you a short-term trading opportunity. | 2008-05-07 | |
| BUY | | Canadian Oil Sands Trust | COS.UN-T | 48.250 | Oil/gas sector is really hot and this is a long-term proven winner. | 2008-05-07 | |
| DON'T BUY | | Timminco Ltd. | TIM-T | 23.700 | Their technology is being challenged. Stock made a huge gain, but ever since then it has become very choppy and the way it trades. The big run-up was on expectation meaning there is no profit yet from that side of the business. Something does not seem right there. There are other sources for solar such as First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q). | 2008-05-07 | |
| BUY | | First Solar Inc. | FSLR-Q | 276.850 | If you like the solar space, some of the companies that you could consider are First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q). | 2008-05-07 | |
| BUY | | Canadian Solar Inc. | CSIQ-Q | 28.290 | If you like the solar space, some of the companies that you could consider are First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q). | 2008-05-07 | |
| BUY | | Arise Technologies Corporation | APV-T | 2.190 | If you like the solar space, some of the companies that you could consider are First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q). | 2008-05-07 | |
| SELL | | NYSE Group | NYX-N | 73.260 | Q: Should caller sell this and by Visa (V-N). A: NYSE Group is not really performing very well. Thinks this would be a reasonable trade but there could be a pullback on Visa in the short term. | 2008-05-07 | |
| HOLD | | Canadian Imperial Bank of Commerce | CM-T | 73.400 | Undergoing a bit of a recovery, but it is a long way off the high. He would suggest not buying any Canadian banks right here, at least this one. He would like to see more of a recovery. Give it some time to go through a bottoming process but this could go on for a long time. | 2008-05-07 | |
| DON'T BUY | | Agrium | AGU-T | 86.540 | Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. This is hanging in close to its high, which is a positive but a lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now. | 2008-05-07 | |
| DON'T BUY | | Potash Corp of Saskatchewan | POT-T | 199.700 | Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. A lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now. | 2008-05-07 | |
| DON'T BUY | | Mosaic Company (The) | MOS-N | 124.650 | Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. A lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now. | 2008-05-07 | |
| WATCH | | Oilexco Inc | OIL-T | 16.520 | Potentially has a huge upside and could be $50-$60 a share. Production is expected to be 4X the current level. Has already made a big move and has been consolidating since last fall. He would like to see it move higher with significant volume, which would be your entry point. Stepping in now, there is a risk it is still consolidating and could drop back to $13-$14. | 2008-05-07 | |
| BUY | | Petro-Can | PCA-T | 54.430 | It just triggered a Buy yesterday as it is just clearing that range it has been trading in since it peaked last July. There is a lot of volume coming in and the price gain was good. Another oil/gas stock that is starting to move. | 2008-05-07 | |
| HOLD | | Hillsborough Resources Limited | HLB-T | 1.010 | This is a winner from the coal group. One of the few junior stocks that is seeing any upside. | 2008-05-07 | |
| SELL | | Starbucks | SBUX-Q | 15.950 | Suffered a giant decline from $40. You would think the decline was over, but he sees some things on the fundamental side that concerns him. He would be a seller despite the large decline. Concerned there will be more downside. | 2008-05-07 | |
| DON'T BUY | | Delta Air Lines Inc | DAL-N | 0.620 | High cost of jet fuel has a significant impact on airlines. Airline industry in the US is undergoing consolidation right now because it is in big trouble. | 2008-05-07 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 6.530 | A very attractive looking stock here. Has been in a pretty good uptrend for over a year and is now clearing its range it has been in coming out of the bear market. | 2008-05-07 | |
| HOLD | | NAL Oil & Gas Trust | NAE.UN-T | 15.110 | Has run from about $12-$13 to $15 which is pretty good percentage for an income trust. There may be a short-term pullback. Stick with your winners, especially in the income trust side. 13% yield. | 2008-05-07 | |
| SELL | | Nortel | NT-T | 8.330 | Strong earnings growth is projected for this company but the stock is not responding. Cannot see at recovering. | 2008-05-07 | |
| DON'T BUY | | Agnico-Eagle Mines | AEM-T | 62.750 | One of the better gold stocks. The gold sector does not look very good to him at all. Gold peaked almost 2 months ago. There is a huge amount of volume coming out of this and some of the other big gold performers and gold itself does not look very good. He is looking for a significant correction in gold stocks. | 2008-05-07 | |
| SELL | | Kaboose Inc. | KAB-T | 0.950 | Was a big winner a couple of years ago but has been selling off badly and has just had another lower low. That's a sign that it is time to get out. | 2008-05-07 | |
| SELL | | Garmin Limited | GRMN-Q | 42.890 | (Market Call Minute.) Stock has suffered a big decline. Its market share is being threatened. Failed to undertake an acquisition last year that Nokia made. | 2008-05-07 | |
| HOLD | | RioCan Real Estate Investment | REI.UN-T | 21.650 | (Market Call Minute.) Really likes the REIT sector. A better alternative to bottom fishing in the banks. | 2008-05-07 | |
| HOLD | | Lundin Mining Corp. | LUN-T | 7.290 | (Market Call Minute.) Not a Buy. | 2008-05-07 | |
| HOLD | | Birchcliff Energy Ltd. | BIR-T | 10.850 | (Market Call Minute.) Had a pretty good run. Doesn't know that he would Buy here, but it is definitely a winner. | 2008-05-07 | |
| BUY | | General Electric | GE-N | 32.570 | (Market Call Minute.) Investors could do well by buying in here and being patient. | 2008-05-07 | |
| HOLD | | Toronto Dominion | TD-T | 66.800 | (Market Call Minute.) Probably the best looking Canadian bank and if you were going to buy one this would be it. | 2008-05-07 | |
| BUY | | General Electric | GE-N | 32.050 | Not particularly a high-growth company. It has had pretty good numbers. Stats indicate that whenever this company has a particularly large down day there have been positive returns on a 3, 6, 9 and a 12 month basis. | 2008-04-11 | |
| Comment | | Timminco Ltd. | TIM-T | 26.330 | Solar power play. Doesn't know what the upside is. A choppy trader. Very speculative right here. May represent too much risk. | 2008-04-11 | |
| BUY | | Uranium One Inc. | UUU-T | 4.100 | Like most uranium stocks, it has suffered a gigantic downturn. He thinks uranium stocks are due for a rebound. Doesn't know when it will come but thinks it is getting very close. Even if it is just a short-term bounce, it could be very large when it takes off. | 2008-04-11 | |
| BUY | | Visa Inc. | V-N | 33.370 | The stock hasn't been out very long, but it's trading well. It's a big company and a growing company. MasterCard was up about 5X since its IPO. If you look out a couple of years from now, what mutual fund is not going to own a piece of this. Large company, so a safer and better place to be in this market. | 2008-04-11 | |
| BUY | | Viterra Inc | VT-T | 14.180 | Likes this one. Stock is continuing to go higher. Look for a little bit of a pullback. The agricultural area has been very strong and that should still be some room on the upside for that. | 2008-04-11 | |
| Comment | | Canadian National R.R. | CNR-T | 49.420 | The railroad sector is very strong right now, especially in the US. Canadian National (CNR-T) and Canadian Pacific (CP-T) are not trading very well right now and he is not sure why. He prefers Canadian Pacific. | 2008-04-11 | |
| Comment | | Canadian Pacific Rail | CP-T | 65.640 | The railroad sector is very strong right now, especially in the US. Canadian National (CNR-T) and Canadian Pacific (CP-T) are not trading very well right now and he is not sure why. He prefers Canadian Pacific. | 2008-04-11 | |
| BUY | | Barrick Gold | ABX-T | 43.760 | One of your best gold performers lately. Looks bullish to him. | 2008-04-11 | |
| DON'T BUY | | Yamana Gold Inc. | YRI-T | 14.540 | It's been a bit of a laggard in the gold sector. Broke out in January but basically has lost all of its gain. There was a disappointment in the recent results. If you're not in it, he would choose something else. | 2008-04-11 | |
| DON'T BUY | | Bank of Nova Scotia | BNS-T | 45.540 | All of the banks have been caught in the credit crunch originating in the US. He is not a buyer of the banks at this time. Doesn't know if we are at the bottom or not. Not worth taking a gamble on yet. | 2008-04-11 | |
| DON'T BUY | | Bank of Montreal | BMO-T | 46.610 | This one has been the worst performer. He is not a buyer of the banks at this time. Doesn't know if we are at the bottom or not. Not worth taking a gamble on yet. | 2008-04-11 | |
| DON'T BUY | | ING Canada Inc. | IIC-T | 38.500 | This was a stock that was going lower long before the mortgage problems started. Can't see any growth here. | 2008-04-11 | |
| TOP PICK | | Encana Corp | ECA-T | 80.150 | Natural gas has broken out of its own bear market. This is Canada's largest natural gas producer. The whole area looks very strong and could be making a nice long-term uptrend here. | 2008-04-11 | |
| TOP PICK | | iUnits REIT's | XRE-T | 13.270 | iUnits REIT's. He is suggesting Canadian REITs because the issues of the credit market in the US are known and this was part of the group that got swept down. Had a very large decline as a group of about 35% to 45%. Many REITs in Canada have no exposure to the US. Rather than trying to pick a particular REIT, you can buy a fund. Paying 6.7% yield. | 2008-04-11 | |
| TOP PICK | | Research In Motion | RIM-T | 118.760 | Took a hit today but he thinks this is part of the consolidation that is going on in the market over the last week. This is a company that continues to do triple digit growth in earnings and sales. | 2008-04-11 | |
| Comment | | Potash Corp of Saskatchewan | POT-T | 182.690 | This is definitely a hot sector. This is a very long-term trend that is still in place. His concern is that the stock has gone up 3 times in the last year and if it sold off, he would have felt badly recommending it. It's a tough play as it could also double from here. If you buy, be ready to get out if it breaks down. | 2008-04-11 | |
| BUY | | Agrium | AGU-T | 73.190 | Same story as Potash (POT-T) but he likes the entry point on this one very much. | 2008-04-11 | |
| WATCH | | Hudbay Minerals Inc. | HBM-T | 16.990 | This is very similar to many other companies in the zinc sector. The zinc was incredibly hot a year ago but has suffered a massive selloff. This is one of your bigger and better players. Has been range bound for several months and he doesn't know if this is the bottom. Wooden by now, but would be ready if it starts to move higher and the uptrend will be very quick. | 2008-04-11 | |
| DON'T BUY | | Dryships | DRYS-Q | 65.410 | Was a great stock. Whole sector did extremely well up until last October. Dry freight index (rate shippers can charge customers) suffered a very large downturn, not unlike many other areas of the market with investment assets. It’s a late cycle group and has had its big run. Oil/gas shippers are likely a better play right here because of the strength in those areas. | 2008-04-11 | |
| DON'T BUY | | Rogers Communcations (B) | RCI.B-T | 41.520 | They are kind of stuck and he suspects the stock price is going to be stuck. Little bit concerned about what is happening there so he is staying away from it. | 2008-04-11 | |
| WATCH | | Microsoft | MSFT-Q | 28.280 | They are in a situation where they are attempting a takeover and a lot of things are happening there. They are a high growth company now based on their earnings report over the last 3 or 4 quarters. If it starts to move over the $29 or $30 area he would be a buyer. | 2008-04-11 | |
| TOP PICK | | CASH | CASH | 39.500 | Lots of cash is great right now. 80% would be great. When we are in a correction, wait until it finally turns and then you can out your cash into the next group that leads. | 2007-11-21 | |
| TOP PICK | | Microsoft | MSFT-Q | 34.230 | Had a big improvement in their earnings and sales growth in the last 3 quarters. There has been some very heavy buying come into the stock allowing the stock to clear a 7-year range. The stock is hanging in nicely. As long as it stays above $32 it has a very good chance of becoming a big leader in the next rally. | 2007-11-21 | |
| TOP PICK | | Bidz.com Inc. | BIDZ-Q | 17.510 | Right now there are hardly any stocks that look very good. This one is a relatively new entry to the stock market. Had a tremendous jump in earnings and sales growth over the last 2 quarters. Stock is extraordinarily strong with big volume going into it. Wouldn’t Buy at $19 but would wait until there is a reliable uptrend in place. | 2007-11-21 | |
| DON'T BUY | | Canadian National R.R. | CNR-T | 45.620 | All rails have broken their up trends. The group did extremely well for a couple of years as fuel prices ran higher and a better alternative to trucking. In the short run, this group does not look good. There may be quite a bit more downside and no upside in the immediate short term. | 2007-11-21 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Banks: - Would like to be able to say that Cdn banks would be good choices but that would be guessing as to where the bottom is in this overall correction and possible bear market. | 2007-11-21 | |
| DON'T BUY | | Rogers Communcations (B) | RCI.B-T | 42.930 | This stock dropped because of the market weakness. Large cap and very dominate in its space and has been one of the best stocks in the last few years. It undercut its August low which is very negative going forward. Wait for it to go back above its August low. | 2007-11-21 | |
| WAIT | | Cisco | CSCO-Q | 28.250 | Would like to see it hold up over the $27 - $28 range. Has been a pretty good stock in the last year. Going forward longer term, this would be a good choice. Use the market as your guide and keep it on your short list. | 2007-11-21 | |
| WATCH | | Petro-Can | PCA-T | 51.390 | This is one of the best in its area worldwide. It may have bottomed out here as it’s holding its ground at around $52 since July. A good sign for the long term but it remains closer to its low since July. Be ready for it when it starts to run higher. | 2007-11-21 | |
| WATCH | | Deere & Co. | DE-N | 152.060 | Hanging in beautifully near its high and really looks undamaged in this correction. Keep this one on your short list. A strong area for several reasons such as the ethanol trend. | 2007-11-21 | |
| WAIT | | Canadian Imperial Bank of Commerce | CM-T | 84.310 | Banks in Canada are very tempting. This one had a big sell off in a short period of time and there may be a short term trade if you catch the timing right and longer term there may be a very substantial gain. Do you want to risk taking a guess? Wait for a sign of a correction. | 2007-11-21 | |
| HOLD | | Goldcorp Inc | G-T | 32.460 | A lot of gold stocks have not kept up with the recent gains in the underlying commodity. Looking back on this stock over the last few years, it did not keep up at all with gold stocks when they were running hard, especially a year ago. Has now broken its downtrend as of mid-October and remains in pretty good shape. Likes this one, but the group has been not acting strongly. | 2007-11-21 | |
| HOLD | | LuLulemon Athletica | LLL-T | 37.160 | Really likes this stock longer term. Has suffered a significant decline here. The question is how badly hurt will the US consumer be because of losing money in their housing, etc. | 2007-11-21 | |
| HOLD | | Oracle | ORCL-Q | 20.210 | This stock didn’t really start to do anything until the last year or so. Has been hit hard recently due to the overall correction of the market. In relatively better condition than a lot of them. Has high relative strength and is therefore more favourable. | 2007-11-21 | |
| SELL | | Bank of Montreal | BMO-T | 55.040 | (Market Call Minute) Banks are weak. The entire financial services is weak, Market is in a correction. | 2007-11-21 | |
| Comment | | Arc Energy Trust Units | AET.UN-T | 19.100 | (Market Call Minute) A tough one. You may want to hold, but be aware of cuts in distributions in the natural gas group. | 2007-11-21 | |
| SELL | | ING Canada Inc. | IIC-T | 39.170 | (Market Call Minute) | 2007-11-21 | |
| SELL | | First Quantum Minerals | FM-T | 80.360 | (Market Call Minute) One of your big mining companies and one of the best performers in the Canadian market in years, but it’s breaking down here. Sell until you see a rally coming back in. | 2007-11-21 | |
| SELL | | Pine Tree Capital Ltd. | PNP-T | 4.710 | (Market Call Minute) Will be very volatile. | 2007-11-21 | |
| DON'T BUY | | Merrill Lynch & Co (US) | MER-N | 56.110 | Will be affected like all US financials and brokerages with the subprime or asset-backed securities. The overall sector remains quite weak. | 2007-11-16 | |
| DON'T BUY | | Nortel | NT-T | 17.950 | Appears to be picking up steam in the last 10 days. 1st time in the last year. This is during a weak stock market. Has a long history of being a weak stock in and still does not show very good profitability. Too early. | 2007-11-16 | |
| SELL | | Research In Motion | RIM-T | 105.210 | Suffered a sharp decline since the market peaked a couple of weeks ago. But holding its ground at the support level. The issue that is going to face them is that they are so extended from their long-term trend line that even if they recovered to their high in the short run, they will be hard-pressed to establish new highs. They are at risk of falling to their 200 day moving average. | 2007-11-16 | |
| DON'T BUY | | Petro-Can | PCA-T | 51.640 | One of the top oil/gas stocks. The issue with oil and gas is the US$. The price of oil has come off when the dollar rallied. It makes any resource stock a tough go here. Would stay away from this group right now. | 2007-11-16 | |
| DON'T BUY | | Canadian National R.R. | CNR-T | 47.160 | Railroads were a surprisingly great sector up until earlier this year, due to very high freight rates and a lot of commodities being shipped. Since the spring, it has not done very well and has worsened in the last few months. Would stay away from this group right now. | 2007-11-16 | |
| SELL | | Home Depot | HD-N | 29.070 | Earnings have been tailing off for about 4 quarters now. | 2007-11-16 | |
| TOP PICK | | CASH | CASH | 40.650 | Would wait for more evidence that the market has gained some strength and to see which sectors will be the new leaders. | 2007-11-16 | |
| TOP PICK | | Mastercard Inc. | MA-N | 184.870 | Has only been on the stock market for about 1.5 years and ultimately, virtually every mutual fund in the US will have to have some position in it. Has been in a strong uptrend and recently merged from a range and held its ground near its high during the market correction. A sign of strength. | 2007-11-16 | |
| TOP PICK | | Microsoft | MSFT-Q | 34.090 | Has had a nice jump in earnings growth in the last 3 quarters. Holding its ground close to its high in the $33-$34 range. Good fundamentals going with it. | 2007-11-16 | |
| DON'T BUY | | Coventree Inc. | COF-T | 1.080 | This stock has suffered badly and looks like it is hanging on by a thread. Affected by the subprime problems. | 2007-11-16 | |
| DON'T BUY | | Network Appliance | NTAP-Q | 25.920 | One of the great net workers and now data storage company. Has been in a pretty deep down trend for some time and he doesn't know why it is like that. Would be more interested if there was some buying on it and it broke the $32 - $33 level. Would stick with large caps right now. | 2007-11-16 | |
| WATCH | | Sierra Wireless | SW-T | 18.050 | Great earnings last quarter and provided positive guidance for the next one. This is one that could be seriously looked at. It's about half way from where it started a year ago and its peak and has been holding its ground at the current level. He would like to see some buying and it first. | 2007-11-16 | |
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