| 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 | | Transalta Corp | TA-T | 17.850 | No growth in earnings and is flat lined in expectation of growth. Has dividends. | 2004-04-21 | |
| BUY on WEAKNESS | | Alcan Aluminum | AL-T | 57.600 | Based on what it is earning right now, it is fully valued. Would buy 20/25% lower. | 2004-04-21 | |
| DON'T BUY | | Oracle | ORCL-Q | 12.070 | Not seeing earnings growth. Not cheap. | 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 | |
| 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 | |
| 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 | |
| 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 | | 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 | | CGI Group (A) | GIB.A-T | 8.570 | Looks interesting | 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 | |
| DON'T BUY | | Barrick Gold | ABX-T | 28.050 | Looks particularly expensive. | 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 | |
| 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 | |
| BUY | | Loblaws | 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 | |
| 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 | | 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 | | 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 | |
| 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 | | 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 | |
| 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 | | 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 | |
| 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 | |
| TOP PICK | | Health Management Associates | HMA-N | 23.100 | Have done a great job of growing their earnings year after year. | 2004-04-21 | |
| 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 | |
| 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 | |
| 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 | |
| BUY | | Aur Resources | AUR-T | 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 | |
| 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 | | 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 | | Petro-Can | 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 | | 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 | |
| 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 | | 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 | | 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 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 1.240 | These stocks are worthless. | 2004-03-17 | |
| DON'T BUY | | Alcan Aluminum | AL-T | 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 | |
| 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 | | Toronto Dominion | TD-T | 43.800 | Trading around 15% discount. Good solid risk-reward. Would buy at current price. | 2004-02-04 | |
| TOP PICK | | IGM Financial Inc. | IGM-T | 33.130 | Good balance sheet, producing good earnings. Good discount. | 2004-02-04 | |
| SELL | | Nortel | NT-T | 10.000 | Slightly expense, relative to what it has been. Take profits. Buy it back at $7-8. | 2004-02-04 | |
| WEAK BUY | | Biovail Corp. | BVF-T | 29.700 | Stock is cheap. We own. Upside of 20-25% | 2004-02-04 | |
| BUY | | Talisman Energy | TLM-T | 74.020 | Fair value. Keep it on your side, they're making money. | 2004-02-04 | |
| TOP PICK | | Fannie Mae | FNM-N | 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 | | 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 | | 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 | |
| WEAK BUY | | Laurentian Bank | LB-T | 28.810 | 4% dividend. Cheaper stock. Worth a position. | 2004-02-04 | |
| 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 | |
| BUY | | Biovail Corp. | BVF-T | 26.090 | Offers upside potential, risky factors associated with it. Down because of tax loss selling. | 2003-12-23 | |
| WEAK BUY | | Angiotech Pharmaceuticals | ANP-T | 59.580 | Has a volatiltiy of earnings, trading higher than it should. | 2003-12-23 | |
| TOP PICK | | Fannie Mae | FNM-N | 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 | FNM-N | 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 | |
| HOLD | | AES | AES-N | 8.940 | Somewhat risky, levered balance sheet. Could see good upside. | 2003-12-23 | |
| DON'T BUY | | ATI Technologies | ATY-T | 19.450 | Trading at fair value. Quite cyclical, near the top of the cycle. fully priced | 2003-12-23 | |
| SELL | | Research In Motion | RIM-T | 91.980 | Unpredictable earning stream | 2003-12-23 | |
| TOP PICK | | Albertsons Inc | ABS-N | 22.500 | earnings have had a dip over the past year. Has given a P/E of around 12. Very cheap | 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 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 5.270 | Have improved their balance sheet | 2003-12-23 | |
| 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 | |
| DON'T BUY | | Vivendi Universal (US) | V-Nx | 23.680 | Current evaluation in excess of what its worth. | 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 | |
| STRONG BUY | | Washington Mutual Inc | WM-N | 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 | |
| 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 | |
| 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 | | 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 | |
| BUY | | Biovail Corp. | BVF-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 | |
| BUY | | Axcan Pharmaceuticals | AXP-T | 17.400 | Has a very good ROE. Efficient balance sheet structure. Continuing to grow their earnings. Valuation is reasonable. | 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 | |
| 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 | |
| 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 | |
| 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 | |
| TOP PICK | | Albertsons Inc | ABS-N | 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 | |
| BUY | | Loblaws | 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 | |
| HOLD | | BCE Inc. | BCE-T | 29.340 | Trading at fair value. | 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 | |
| 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 | |
| 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 | |
| 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 | |
| BUY | | Sunlife Financial | SLF-T | 29.950 | Has upside potential of 15%. Good consistent performer. | 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 | |
| DON'T BUY | | Nortel | NT-T | 5.700 | Turning the cusp to getting profitable again. Stock price has already exceeded what they would expect. | 2003-10-01 | |
| 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 | | Biovail Corp. | BVF-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 | |
| HOLD | | Magna Int'l. (A) | MG.A-T | 99.040 | Just spun off a realty division, which made their balance sheets look more attractive. | 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 | |
| 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 | | National Bank of Canada | NA-T | 35.690 | Market is backing this bank fairly well. Don't expect any fast gains. Reasonable dividend yield. | 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 | |
| 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 | |
| BUY | | MDS Inc | MDS-T | 19.220 | Not sure why they are lagging. | 2003-09-03 | |
| 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 | |
| BUY | | A Comment -- General Comments From an Expert | A Commentary | 34.550 | Earnings growth has disappointed. | 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 on WEAKNESS | | Biovail Corp. | BVF-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 | |
| DON'T BUY | | Bank of Montreal | BMO-T | 46.240 | The banks are pretty fully valued now. Fully valued. | 2003-09-03 | |
| DON'T BUY | | ATI Technologies | ATY-T | 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 | | Algoma Steel | AGA-T | 2.960 | Expected to lose money in the next 2 quarters. Not a well run steel company. | 2003-09-03 | |
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