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| Peter Arender, CFA of Unknown |
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| DON'T BUY | Barrick Gold | ABX-T | 28.050 | Looks particularly expensive. | 2004-04-21 | ||
| BUY on WEAKNESS | Alcan Aluminum | AL-T (Dead) | 57.600 | Based on what it is earning right now, it is fully valued. Would buy 20/25% lower. | 2004-04-21 | ||
| TOP PICK | Bristol Myers Squibb | BMY-N | 25.710 | About 25% below what it's worth. Have a very good record of growing their earnings. Healthy return on equity of 14%. | 2004-04-21 | ||
| DON'T BUY | Cameco Corporation | CCO-T | 60.190 | Wouldn't get excited at these levels. Fundamental value is a little bit higher than what it's trading at now. | 2004-04-21 | ||
| DON'T BUY | Celestica Inc | CLS-T | 22.230 | Doesn't think the stock will be going up any time soon. Others in the sector have been improving their earnings but this one will be later. | 2004-04-21 | ||
| BUY | Canadian Pacific Rail | CP-T | 30.980 | Not accompany you normally get excited about. Having been growing earnings like mad and not the best Co. out there, but at a good price.. | 2004-04-21 | ||
| WEAK BUY | Cognos | CSN-T | 46.230 | Has been doing a relatively well during this period of technology weakness. Good fundamentals. | 2004-04-21 | ||
| DON'T BUY | Encana Corp | ECA-T | 56.500 | Encana versus Suncor. Both have had pretty good runs recently. Not a great time to get in but would choose Suncor of the two because of their balance sheet and they generate a higher value for itself. Also has steadier growth. | 2004-04-21 | ||
| BUY | CGI Group (A) | GIB.A-T | 8.570 | Looks interesting | 2004-04-21 | ||
| TOP PICK | General Motors Corporation | GM-N | 48.270 | Trading at a P/E of about 8. Dividend yield is a little over 4%. | 2004-04-21 | ||
| TOP PICK | Health Management Associates | HMA-N | 23.100 | Have done a great job of growing their earnings year after year. | 2004-04-21 | ||
| WEAK BUY | Husky Energy | HSE-T | 27.850 | Thinks it looks OK. Whenever anything has that big a run, you have to be careful in case there is some potential for pullback and profit-taking. | 2004-04-21 | ||
| BUY | Intel | INTC-Q | 26.275 | At the beginning of the year, the stock looked overpriced. Has fallen by 30% and very close to be considered "not a bad buy". | 2004-04-21 | ||
| BUY | Loblaw Companies Ltd | L-T | 60.700 | Grocery stores have had a tough time in the last short while. A class act. Valuation is OK. Great management. Fantastic execution. | 2004-04-21 | ||
| BUY | Methanex Corp | MX-T | 15.100 | Trading at a pretty good discount from what it's worth. Has some regulatory issues. Fairly volatile. | 2004-04-21 | ||
| BUY | Inco | N-T | 44.000 | A wave of profit-taking has dropped a number of mining stocks. The global demand for base metals will probably last quite a while. The risk reward looks good. | 2004-04-21 | ||
| DON'T BUY | Oracle | ORCL-Q | 12.070 | Not seeing earnings growth. Not cheap. | 2004-04-21 | ||
| DON'T BUY | Power Corp | POW-T | 55.700 | Feels that this company and Power Financial look quite expensive. Could have 20/25% down side. | 2004-04-21 | ||
| DON'T BUY | Power Financial Corp | PWF-T | 57.730 | Feels that this company and Power Financial look quite expensive. Could have 20/25% down side. | 2004-04-21 | ||
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| BUY | Suncor Energy Inc | SU-T | 34.300 | Encana versus Suncor. Both have had pretty good runs recently. Not a great time to get in but would choose Suncor of the two because of their balance sheet and they generate a higher value for itself. Also has steadier growth. | 2004-04-21 | ||
| DON'T BUY | Transalta Corp | TA-T | 17.850 | No growth in earnings and is flat lined in expectation of growth. Has dividends. | 2004-04-21 | ||
| DON'T BUY | Toronto Dominion | TD-T | 44.980 | Closer to the price that we would be selling at, not buying. By historical standards, this is the level where banks tend to top out. Fully valued. | 2004-04-21 | ||
| TOP PICK | Bemis Company Inc | BMS-N | 25.710 | About 25% below what it's worth. Have a very good record of growing their earnings. Healthy return on equity of 14%. | 2004-04-21 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 21.450 | Feels there's a big enough safety buffer between the present price and what it's worth based on earnings. | 2004-04-21 | ||
| STRONG BUY | A Comment -- General Comments From an Expert | A Commentary | 2.950 | Thinks it is fantastic value. Have been increasing their reserves. | 2004-04-21 | ||
| DON'T BUY | Alcan Aluminum | AL-T (Dead) | 59.100 | Trading at a 7/8% discount from what it is worth which is not enough to make it worthwhile buying. | 2004-03-17 | ||
| BUY | Aur Resources | AUR-T (Dead) | 6.850 | Based on where copper prices are now and, if they stay there, you have a great bargain in this stock. | 2004-03-17 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 6.440 | Their reduction of over 6000 jobs will help shrink their balance sheet. Their operating estimate was out of line. If it reached $7, they would sell. | 2004-03-17 | ||
| BUY | Brascan Corporation | BAM.LV.A-T | 50.000 | Still has 15/20% upside based on Falconbridge's earnings from nickel which should be good. | 2004-03-17 | ||
| BUY on WEAKNESS | Cameco Corporation | CCO-T | 60.400 | Getting vertically integrated by being uranium producers and looking to own utilities that use uranium. Would consider buying in the mid $40's or $50 level. | 2004-03-17 | ||
| TOP PICK | Canadian Pacific Rail | CP-T | 31.650 | Having trouble with labor costs. Analysts have been revising their earnings down. Trading at a level where previously it has found very good support. At a good entry point. | 2004-03-17 | ||
| TOP PICK | General Motors Corporation | GM-N | 46.490 | Has a P/E of 7+ which is significantly lower than the market. Very cheap. | 2004-03-17 | ||
| BUY | Johnson & Johnson | JNJ-N | 50.880 | There is competition in the stent market. The whole health-care sector is a bit of a puzzle. Has been executing very well, but money just doesn't seem to want to flow into health-care. | 2004-03-17 | ||
| TOP PICK | Southwest Airlines | LUV-N | 13.660 | One of the best run companies in the US. Earnings have come under pressure from competition and higher fuel costs. If earnings were normalized, the P/E would be in the mid teens. | 2004-03-17 | ||
| BUY | Petro-Canada | PCA-T | 58.100 | Trading at a discount from where they should be, using oil prices of mid to high $20's. | 2004-03-17 | ||
| BUY | Royal Bank | RY-T | 62.870 | Looks like one of the cheaper banks. Good dividend. Have a very good return on equity. | 2004-03-17 | ||
| WEAK BUY | Transalta Corp | TA-T | 18.190 | Has a big dividend, but doesn't think the stock is going anywhere. The dividend, so a place you can park some money. | 2004-03-17 | ||
| BUY | Trans Canada Corp | TRP-T | 29.150 | Doesn't see a huge amount of upside but, over a one-year period, you should see a nice dividend yield which would give you a return of 7/8%. | 2004-03-17 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 1.240 | These stocks are worthless. | 2004-03-17 | ||
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| HOLD | Bombardier Inc (B) | BBD.B-T | 6.310 | Worth high $7's. If fundimentals dont change we will sell, If they improve it looks like a good hold. | 2004-02-04 | ||
| WEAK BUY | Valeant Pharmaceuticals | VRX-T | 29.700 | Stock is cheap. We own. Upside of 20-25% | 2004-02-04 | ||
| TOP PICK | Fannie Mae | FNMA-Q2 | 77.700 | Evaluation is very attractive. Worth $100. | 2004-02-04 | ||
| STRONG BUY | GEAC Computer | GAC-T | 7.550 | Very attractive upside. High risk holding. One of the cheapest stocks. 40% upside | 2004-02-04 | ||
| TOP PICK | IGM Financial Inc. | IGM-T | 33.130 | Good balance sheet, producing good earnings. Good discount. | 2004-02-04 | ||
| WEAK BUY | Laurentian Bank | LB-T | 28.810 | 4% dividend. Cheaper stock. Worth a position. | 2004-02-04 | ||
| BUY | Inco | N-T | 46.500 | Had huge run. Risky in the short run. Very cheap stock. Big enough margin of safety to look good. Watch earning trends. | 2004-02-04 | ||
| SELL | Nortel | NT-T (Dead) | 10.000 | Slightly expense, relative to what it has been. Take profits. Buy it back at $7-8. | 2004-02-04 | ||
| TOP PICK | Sobeys | SBY-T | 34.070 | Should be worth closer to fair value of $40. Could go higher. Good company at great price. | 2004-02-04 | ||
| BUY | Toronto Dominion | TD-T | 43.800 | Trading around 15% discount. Good solid risk-reward. Would buy at current price. | 2004-02-04 | ||
| BUY | Talisman Energy | TLM-T | 74.020 | Fair value. Keep it on your side, they're making money. | 2004-02-04 | ||
| HOLD | AES | AES-N | 8.940 | Somewhat risky, levered balance sheet. Could see good upside. | 2003-12-23 | ||
| WEAK BUY | Angiotech Pharmaceuticals | ANP-T (Dead) | 59.580 | Has a volatiltiy of earnings, trading higher than it should. | 2003-12-23 | ||
| DON'T BUY | ATI Technologies | ATY-T (Dead) | 19.450 | Trading at fair value. Quite cyclical, near the top of the cycle. fully priced | 2003-12-23 | ||
| BUY | Bombardier Inc (B) | BBD.B-T | 5.270 | Have improved their balance sheet | 2003-12-23 | ||
| BUY | Valeant Pharmaceuticals | VRX-T | 26.090 | Offers upside potential, risky factors associated with it. Down because of tax loss selling. | 2003-12-23 | ||
| WEAK BUY | CAE Inc | CAE-T | 5.770 | Trading at 30/35% then whats its worth, doesnt expect they will grow these earnings. Not the most stable stock in terms of day to day volatility. | 2003-12-23 | ||
| TOP PICK | Fannie Mae | FNMA-Q2 | 72.980 | Turns out great earnings, ROE is fantanstic, very leveraged. Cheap on earnings basis, cheap on price too book, very attractive evaluation. | 2003-12-23 | ||
| TOP PICK | Fannie Mae | FNMA-Q2 | 72.980 | Turns out great earnings, ROE is fantanstic, very leveraged. Cheap on earnings basis, cheap on price too book, very attractive evaluation. | 2003-12-23 | ||
| HOLD | Johnson & Johnson | JNJ-N | 50.550 | They've been groeing their market share by 20% throughout the last 4 years. Trading at evaluation standards that are fantastic, looks attractive for long-term hold, Drug companies are undervalued., could see some good gains. | 2003-12-23 | ||
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| TOP PICK | Merck & Company | MRK-N | 44.770 | trading at significantly less than fair value. Bad news on drug development. Dividends at 3.3% | 2003-12-23 | ||
| BUY | PetroKazakhstan Inc | PKZ-T | 28.110 | Really cheap evaluation, The P/E is 5/6. Volatile stock. Pumping out cash. | 2003-12-23 | ||
| SELL | Research In Motion | RIM-T | 91.980 | Unpredictable earning stream | 2003-12-23 | ||
| DON'T BUY | Vivendi Universal (US) | V-Nx | 23.680 | Current evaluation in excess of what its worth. | 2003-12-23 | ||
| TOP PICK | Albertsons Inc | ABS-N (Dead) | 22.500 | earnings have had a dip over the past year. Has given a P/E of around 12. Very cheap | 2003-12-23 | ||
| BUY | Axcan Pharmaceuticals | AXP-T (Dead) | 17.400 | Has a very good ROE. Efficient balance sheet structure. Continuing to grow their earnings. Valuation is reasonable. | 2003-11-11 | ||
| HOLD | BCE Inc. | BCE-T | 29.340 | Trading at fair value. | 2003-11-11 | ||
| BUY | Valeant Pharmaceuticals | VRX-T | 31.340 | Street wants to hate this stock. They've warned twice and have missed their earnings. Have some drugs that are performing better. Taking into account that earnings may have been aggressively stated, it is still trading cheaply. | 2003-11-11 | ||
| SELL | Cinram | CRW.UN-T | 28.050 | Earnings up 29% year-over-year. Has been a huge success story. Historically, it is at the point where it turned around in 1997/98. | 2003-11-11 | ||
| HOLD | Encana Corp | ECA-T | 46.000 | Natural gas prices have been declining, but should start improving. Would consider buying at $40 and would sell at $55. | 2003-11-11 | ||
| HOLD | CGI Group (A) | GIB.A-T | 7.450 | Good solid balance sheet structure. Their model suggests it should be 40% higher. | 2003-11-11 | ||
| TOP PICK | Health Management Associates | HMA-N | 22.280 | Model shows it in the top 50 S&P 500. Usually buy up smaller hospitals in the rural districts and bring them into the fold for better pricing. Have a great history of growing earnings and ROE. Good price. | 2003-11-11 | ||
| BUY | Loblaw Companies Ltd | L-T | 63.760 | Excellent retailers. Not a great value at these levels but a good growth stock. A good conservative holding. | 2003-11-11 | ||
| STRONG BUY | Merck & Company | MRK-N | 43.870 | A fantastic time to be buying this stock. If the pharmaceutical industry reverts to anything near normal, this is a huge screaming buy. | 2003-11-11 | ||
| DON'T BUY | Microsoft | MSFT-Q | 25.810 | Trading at a slight discount to what it's worth. Has too much cash on the balance sheet. Don't expect huge growth. | 2003-11-11 | ||
| DON'T BUY | Research In Motion | RIM-T | 59.040 | Barely making a profit. Well ahead of where it should be trading. | 2003-11-11 | ||
| DON'T BUY | Stelco Inc | STE-T | 1.200 | Steel industry is probably near the bottom of a cycle. Would prefer other companies. Fundamentals are poor. | 2003-11-11 | ||
| STRONG BUY | Washington Mutual Inc | WAHQE-Q2 | 45.850 | Has a price to earnings of 10. Great return on equity. Dividend of 3½%. Have been doing some very good things in marketing recently. Still has a fair valuation. | 2003-11-11 | ||
| TOP PICK | Thermo Electron Corp | TMO-N | 22.700 | Their model shows it in the top 50 of the S&P 500. Diversified product base. Earnings and ROE look excellent. | 2003-11-11 | ||
| TOP PICK | Albertsons Inc | ABS-N (Dead) | 19.750 | Model ranks it in the top 50 of the S&P 500. Feeling the pressure of competition from Wal-Mart and Costco as well that is having some labor problems. Should earn almost $2 a share next year. | 2003-11-11 | ||
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| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 5.710 | It doesn't look like it's making enough money to support its stock price. Fundamentals may be improving, but slower than the stock price. 15/20% too high. | 2003-10-01 | ||
| DON'T BUY | Valeant Pharmaceuticals | VRX-T | 50.020 | Seems to have perpetual rumours that they are going to warn or will be called on for aggressive accounting issues in spite of recent successful product introductions. Not trading at a high valuation. There could be 10/15% downside. | 2003-10-01 | ||
| BUY | Compton Petroleum | CMT-T | 5.750 | Market doesn't seem to care about them. Fair value would be 20/20 5% higher than where it is now. | 2003-10-01 | ||
| TOP PICK | CVS Corp. | CVS-N | 31.960 | Includes about 1500 drugstores. Their main competitor is Walgreens that has a valuation of almost twice this stock. Had some problems a year ago, but the price dropped more than it should have. | 2003-10-01 | ||
| BUY on WEAKNESS | Manulife Financial | MFC-T | 38.500 | John Hancock acquisition was bought at a fair price. Synergies seem logical. Good management. US shareholders of John Hancock's will probably sell their shares which could give a real opportunity. Buy in the mid-$30. | 2003-10-01 | ||
| HOLD | Magna Int'l. (A) | MG-T | 99.040 | Just spun off a realty division, which made their balance sheets look more attractive. | 2003-10-01 | ||
| BUY | Microsoft | MSFT-Q | 28.620 | Did not participate in the recent Tech rally. Meets their general value criteria. Would own, but wouldn't expect the old days to come back. | 2003-10-01 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 5.700 | Turning the cusp to getting profitable again. Stock price has already exceeded what they would expect. | 2003-10-01 | ||
| BUY | Sunlife Financial | SLF-T | 29.950 | Has upside potential of 15%. Good consistent performer. | 2003-10-01 | ||
| TOP PICK | Suncor Energy Inc | SU-T | 25.190 | Has been left behind in the recent market boom. Extremely well-run business. Keeps generating cash | 2003-10-01 | ||
| DON'T BUY | Algoma Steel | AGA-T (Dead) | 2.960 | Expected to lose money in the next 2 quarters. Not a well run steel company. | 2003-09-03 | ||
| DON'T BUY | ATI Technologies | ATY-T (Dead) | 20.600 | Has had an extremely good run, so would sell at this point. Can’t see the fundamentals improving nearly as fast as the market is suggesting right now. | 2003-09-03 | ||
| DON'T BUY | Bank of Montreal | BMO-T | 46.240 | The banks are pretty fully valued now. Fully valued. | 2003-09-03 | ||
| BUY on WEAKNESS | Valeant Pharmaceuticals | VRX-T | 53.660 | More volatile than average health care stocks. Potential accounting issues. Not cheap. Earnings continue to grow. Buy around $50 with a target of high $50’s or $60. Use a tight stop/loss. A trading stock. | 2003-09-03 | ||
| BUY | Canadian National R.R. | CNR-T | 75.240 | Nice increases in book value from earnings every quarter. Trading at a very fair valuation to what their balance sheet should be earning. | 2003-09-03 | ||
| BUY | Costco Wholesale | COST-Q | 33.260 | Recently reported earnings disappointment based on employee health care costs. Slowly growing top line revenues. Valuation is very reasonable. Good sector. | 2003-09-03 | ||
| DON'T BUY | Cinram | CRW.UN-T | 28.350 | Has had a huge run. Have to take analysts’ earnings estimates with a grain of salt. Probably fully valued now. | 2003-09-03 | ||
| DON'T BUY | Freddie Mac | FMCC-Q2 | 55.710 | Has leadership and earning restatement issues. Not sure if regulatory bodies are finished with this yet. | 2003-09-03 | ||
| TOP PICK | General Motors Corporation | GM-N | 42.610 | Has been much maligned. A contrarian pick. Have pension problems. Trading at a P/E of 7 times and dividend yield of 5%. Seeing some positive price and earnings revision momentums. | 2003-09-03 | ||
| BUY | Hudson Bay Co. | HBC-T | 9.050 | The price is very compelling and if they could just get a few things right, there could be a very significant capital gain. | 2003-09-03 | ||
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| BUY | Intrawest | ITW-T | 18.110 | Debt heavy, so some risk. Trading at a substantial discount to what it’s worth. Can be volatile. | 2003-09-03 |
