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| Richard Stone of Stone Funds |
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| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 5.750 | Doesn't like the corporate governance structure nor the multi-share structure. Into a lot of legal fights. Airline industry still has a lot of problems ahead of it. | 2003-10-29 | ||
| BUY on WEAKNESS | Cinram | CRW.UN-T | 26.200 | Latest acquisition puts them in the very strong position. Continuing to see earnings expansions. Would like to buy at $20/22. | 2003-10-29 | ||
| DON'T BUY | Canadian Tire Corporation Ltd | CTC-T | 39.000 | A pretty full stock price. Firing its engines really well. Same-store sales will be really strong. Would like it at a lower price. | 2003-10-29 | ||
| TOP PICK | Encana Corp | ECA-T | 45.650 | (Top pick Sept 10/03. Down 8.8%.) The consolidation built a really big powerhouse. Has a great gas play. | 2003-10-29 | ||
| BUY | Forzani Group | FGL-T (Dead) | 19.990 | Has weathered national problems very well. As dealt with its inventory issues. Solid management. The dominant box store player for sporting goods in Canada. Should have increasing same-store sales. | 2003-10-29 | ||
| DON'T BUY | Laurentian Bank | LB-T | 27.300 | In an interesting situation. Need to really define their market share and decide what they want to do. Have to be comfortable with owning a regional bank in the Canadian market. | 2003-10-29 | ||
| BUY | Manulife Financial | MFC-T | 39.160 | The John Hancock acquisition is a good platform for the US. Will take two years to consolidate so may not move very much. Should be a great core holding. | 2003-10-29 | ||
| DON'T BUY | Magna Int'l. (A) | MG-T | 102.300 | Everything looks good, the balance sheet, the income statement, operations, etc. Not sure that demand for autos will continue. Margins could be squeezed. | 2003-10-29 | ||
| WATCH | Onex Corp | OCX-T | 14.710 | Have a ton of cash. The big overhang is that they are such major shareholders of Celestica. If you're not a fan of Celestica, you shouldn’t own this stock. Keep an eye on Celestica. | 2003-10-29 | ||
| BUY | Royal Bank | RY-T | 64.300 | Like their corporate strategy. | 2003-10-29 | ||
| DON'T BUY | Sobeys | SBY-T | 31.060 | They have too many issues. Expect the price will be cheaper down the road. | 2003-10-29 | ||
| BUY | Suncor Energy Inc | SU-T | 26.950 | Outstanding management. Tons of cash. Chemical business is firing on all engines. A fairly attractive price and expects oil will hold a pretty high price. | 2003-10-29 | ||
| DON'T BUY | Telesystems Inter'l. Wireless | TIW-X | 8.800 | Restructured and has had a nice rally. A high beta stock that will move with the market. Have some underlying fundamental issues that will create excitement. The valuation/earnings model does not justify the prices. | 2003-10-29 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 41.750 | (Top pick Sept 10/03. Up 0.8%.) Earnings are stable. Expects a P/E expansion. | 2003-10-29 | ||
| BUY on WEAKNESS | Trans Canada Corp | TRP-T | 25.980 | A premier pipeline. The question is, how much money are they going to have to spend to build out their pipeline in the Northwest Territories and are they going to be the dominant player. Dividend is safe. Pretty fully valued. Buy on corrections. | 2003-10-29 | ||
| BUY | Westaim Corp | WED-T | 3.300 | An event driven story and needs to find a partner. If it unfolds as it should, there should be a good upside play. | 2003-10-29 | ||
| TOP PICK | George Weston Ltd. | WN-T | 100.540 | (Top pick Sept 10/03. Down 3.3%.) The most cost effective way to get to Loblaws. Expects the margin squeeze on the US bakery will stop. | 2003-10-29 | ||
| DON'T BUY | Zarlink | ZL-T (Dead) | 4.060 | Doesn't understand the story. Valuation, in relation to its earnings and growth rate are way ahead of itself. | 2003-10-29 | ||
| DON'T BUY | ATI Technologies | ATY-T (Dead) | 19.980 | Looks like the swing is going back to Nvidia. On an earnings basis, the stock is ahead of itself. Take some profit. | 2003-09-10 | ||
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| BUY on WEAKNESS | Bombardier Inc (B) | BBD.B-T | 5.670 | Doesn’t feel the order book is buoyant or strong enough for their needs. Some litigation. Treat as a trading stock and buy on dips. | 2003-09-10 | ||
| BUY | BCE Inc. | BCE-T | 30.300 | 4% dividend. In great shape going forward. Substantial upside. Try to buy under $30. | 2003-09-10 | ||
| BUY on WEAKNESS | Bennet Environmental | BEV-T | 23.000 | Got their expansion plant in New Brunswick. Expect earnings to smooth out over the next 3 quarters. Would buy on any market correction. | 2003-09-10 | ||
| BUY | Brascan Corporation | BAM.LV.A-T | 35.800 | Good dividend. Will do well in the Canary Wharf play. Restructuring is good. Solid management. | 2003-09-10 | ||
| BUY on WEAKNESS | Valeant Pharmaceuticals | VRX-T | 55.270 | Will be volatile. Buy 10% lower. Treat as a trading stock. | 2003-09-10 | ||
| DON'T BUY | Celestica Inc | CLS-T | 23.670 | Ahead of itself. Their margins could continue to be squeezed. Look for a 20% pullback before buying. | 2003-09-10 | ||
| TOP PICK | Encana Corp | ECA-T | 50.940 | (Was a top pick June 3/03. %) Sees a 15% to 30% upside on energy. Very Cheap. Good dividend. | 2003-09-10 | ||
| BUY on WEAKNESS | IGM Financial Inc. | IGM-T | 28.200 | Would buy a little lower. A really good platform. | 2003-09-10 | ||
| BUY | Imperial Oil | IMO-T | 52.800 | Feels that the energy sector is 15/20% undervalued. A passive valuation stock. Not his first choice. Good dividend. | 2003-09-10 | ||
| BUY on WEAKNESS | Loblaw Companies Ltd | L-T | 61.800 | Expanded merchandising is an excellent strategy. Very efficient operation. Will take a hit on inventory loss during hydro failure, which could drop stock price. Pretty fully valued now. | 2003-09-10 | ||
| HOLD | Magna Int'l. (A) | MG-T | 102.000 | Margins could eventually start to be squeezed by the automobile manufacturers. | 2003-09-10 | ||
| BUY | Metro Inc (A) | MRU-T | 19.980 | Constantly have good earnings, but no voting control by shareholders. A 3rd level player in the sector. A defensive holding. Good dividend growth. | 2003-09-10 | ||
| BUY | National Bank of Canada | NA-T | 35.100 | Doing excellently. Wealth management diversification is working well for them. Good opportunity for dividend growth. | 2003-09-10 | ||
| BUY | Nova Chemicals Corp. | NCX-T | 29.300 | Came out with some good earnings. | 2003-09-10 | ||
| BUY | Rona Inc | RON-T | 21.240 | Well run company. Good quarterly earnings. Management has good focus on its acquisition model. | 2003-09-10 | ||
| DON'T BUY | Sobeys | SBY-T | 31.450 | Will take a hit on inventory loss because of hydro failure. Expects more tough quarters. | 2003-09-10 | ||
| BUY | Sunlife Financial | SLF-T | 30.970 | Hold for the long term. You should constantly see dividend increases over the next 2 to 5 years. Has a good asset management play. Be patient. | 2003-09-10 | ||
| BUY on WEAKNESS | Transalta Corp | TA-T | 19.320 | Can’t see any big upside and would prefer at about $1 less. | 2003-09-10 | ||
| BUY on WEAKNESS | Toronto Dominion | TD-T | 38.670 | Fairly attractive entry point, but would prefer a little lower. | 2003-09-10 | ||
| DON'T BUY | Canadian Pacific Ships | TEU-T | 29.250 | Great company. Has capital to make acquisitions. Would prefer a lower price. | 2003-09-10 | ||
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| TOP PICK | Thomson Reuters Corp | TRI-T | 41.820 | (Was a top pick June 3/03. %) Global, dominant player. Thought it would have been higher but should move up. Good dividend. | 2003-09-10 | ||
| WEAK BUY | Trans Canada Corp | TRP-T | 25.550 | Cautious on utility stocks. | 2003-09-10 | ||
| TOP PICK | George Weston Ltd. | WN-T | 105.380 | (Was a top pick June 3/03. %) A good way to play Loblaws and have their bakery division as well. Good dividend. | 2003-09-10 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 4.750 | Pretty good company, but its in really tough times. Too many problems. Only buy as a trade. | 2003-06-20 | ||
| BUY on WEAKNESS | Canadian National R.R. | CNR-T | 67.280 | Grain output should be awesome this year. Good operator. Has dividend increases. Would buy more on weakness. | 2003-06-20 | ||
| TOP PICK | Encana Corp | ECA-T | 51.000 | Great company. Has a huge basket of properties. Merger was good. Underpriced. | 2003-06-20 | ||
| DON'T BUY | Nordion Inc | NDN-T | 18.800 | Has an interesting basket of venture capital businesses which have created some problems. Will take a while for the stock to settle down. Be patient. | 2003-06-20 | ||
| BUY | Manulife Financial | MFC-T | 38.500 | Its platform for growth is well positioned. Solid balance sheet. Good opportunities in Asia. | 2003-06-20 | ||
| BUY on WEAKNESS | Nortel | NT-T (Dead) | 4.020 | A trading stock. | 2003-06-20 | ||
| WAIT | Petro-Canada | PCA-T | 53.690 | A good integrated oil company. Wait to see where the commodity prices settle. | 2003-06-20 | ||
| BUY | Power Corp | POW-T | 42.890 | A good organization. Well run. Lots of cash. Pretty smart management. | 2003-06-20 | ||
| BUY | Royal Bank | RY-T | 58.250 | With its US platform, its well positioned. Good dividend. #1 choice in banks. | 2003-06-20 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 43.000 | Well structured business. Global. Good management. 2.5% dividend. | 2003-06-20 | ||
| TOP PICK | George Weston Ltd. | WN-T | 103.500 | Likes their Canada Bread, Loblaws holdings. Good dividend. | 2003-06-20 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 3.820 | A speculation, not an investment. Not happy with the corporate governance. Serious pension liabilities. Airlines still in trouble. | 2003-06-03 | ||
| BUY | Bennet Environmental | BEV-T | 13.980 | Two additional plants are up for tender. Could see a 50/70% improvement in revenues in 2004. Analysts are calling for $26 and up. | 2003-06-03 | ||
| HOLD | Bank of Montreal | BMO-T | 40.400 | Well run, but probably won't be a leader. Could buy on weakness. | 2003-06-03 | ||
| HOLD | Valeant Pharmaceuticals | VRX-T | 66.340 | Has had a huge run. Making some revenue through their acquisitions. Has some upside left. A little ahead of itself. | 2003-06-03 | ||
| DON'T BUY | CAE Inc | CAE-T | 4.790 | Good corporate governance. Have to wait for airlines to pick up. | 2003-06-03 | ||
| TOP PICK | Encana Corp | ECA-T | 51.240 | (Was a top pick on Apr 21/2002. Up 6.6%.) A good global company. Strong position in gas. Cheap. | 2003-06-03 | ||
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| DON'T BUY | Hudson Bay Co. | HBC-T | 9.190 | Not a fan at this time. | 2003-06-03 | ||
| WEAK BUY | Nordion Inc | NDN-T | 20.080 | Has been disappointing. Has some overhang (Hemasol, Proteonomics, venture capital stuff) before it can really get going. | 2003-06-03 | ||
| BUY | Manulife Financial | MFC-T | 38.600 | Insurance companies are good for long term holds. Yield is extremely low and expects there will be increases in dividends over the next 2/3 years. | 2003-06-03 | ||
| STRONG BUY | Mosaid | MSD-T (Dead) | 8.660 | Expect they'll win the lawsuit with Samsung which would be a huge win. Has a lot of cash. Should have good earnings. | 2003-06-03 | ||
| BUY on WEAKNESS | Precision Drilling | PD-T | 52.490 | Has a really strong, international platform. Gas shortage should keep them busy. Buy under $50. | 2003-06-03 | ||
| DON'T BUY | QLT Inc | QLT-T | 17.680 | Has a lot of work to do to break out and get moving again. | 2003-06-03 | ||
| DON'T BUY | Royal Group Tech. | RYG-T | 9.030 | Uncomfortable with some of the corporate governance issues. | 2003-06-03 | ||
| BUY | Royal Bank | RY-T | 57.550 | Weak US$ has hit their numbers. Their US assets wil give them good strong earnings. Could drop into the $55 range. | 2003-06-03 | ||
| WEAK BUY | Shoppers Drug Mart Corp | SC-T | 23.590 | Not a favourite. Has some upside potential. | 2003-06-03 | ||
| BUY | Sunlife Financial | SLF-T | 28.480 | Insurance companies are good for long term holds. Yield is extremely low and expects there will be increases in dividends over the next 2/3 years. | 2003-06-03 | ||
| DON'T BUY | Suncor Energy Inc | SU-T | 25.400 | A great company. No gas exposure, so not interested at this time. If you can buy it really cheap, put it away and you'll do great with it. | 2003-06-03 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 42.170 | (Was a top pick on Apr 21/03. Up 1.3%.) Repositioning on the electronic side. Well positioned. | 2003-06-03 | ||
| TOP PICK | George Weston Ltd. | WN-T | 105.250 | (Was a top pick on Apr 21/03. Up 16%.) Canada Bread partnership is good. Growth in US will fall into play. Loblaws is a great asset. | 2003-06-03 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 37.000 | Starting to fire all its engines really well. Management is doing a good job. Likes their Brazilian assets. | 2003-06-03 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 1.900 | Not a fan of management. Real concerns on the pension side. | 2003-06-03 | ||
| BUY | Acclaim Energy Trust | AE.UN-T (Dead) | 4.050 | Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank. | 2003-04-21 | ||
| BUY | Arc Resources Ltd | ARX-T | 11.750 | Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank. | 2003-04-21 | ||
| WEAK BUY | AGF Management (B) | AGF.B-T | 12.170 | Brandeis leaving has created a hole. Has increased their dividends. There are two sets of shares, the B shares being non-voting. Have to be patient. Keep watch on it. | 2003-04-21 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 3.410 | Not sure if the London subway deal is sufficient to turn the whole thing around. Watch from the sidelines. | 2003-04-21 | ||
| BUY | BCE Inc. | BCE-T | 28.220 | Company is in an excellant position. Good defensive stock. $25/26.50 would be a good buy. | 2003-04-21 | ||
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| BUY | Bank of Nova Scotia | BNS-T | 54.100 | Well run. Wealth management side is on a good platform and can be leveraged going forward. Loan book is in good condition. | 2003-04-21 | ||
| BUY | Canada Bread Co. | CBY-T | 22.450 | Likes the consumer staple sector. Prefers over Maple Leaf which is a majority shareholder (and maight take them private). The EBITA growthis around 9.3% | 2003-04-21 | ||
| DON'T BUY | Celestica Inc | CLS-T | 15.620 | Not bullish on this stock. A lot of cash. If you own, sell. | 2003-04-21 | ||
| BUY | Cinram | CRW.UN-T | 12.900 | Solid balance sheet and well run. Good management and governance. Solid growth quarter over quarter and this should continue. | 2003-04-21 | ||
| TOP PICK | Encana Corp | ECA-T | 47.800 | (Was a top pick on Jan 30. Down 1%) Well run. Energy stocks are really cheap. | 2003-04-21 | ||
| DON'T BUY | Fairfax Financial | FFH-T | 105.480 | Their new IPO looks like a desperate move. Not a big fan of management and the lack of information available. | 2003-04-21 | ||
| BUY | IGM Financial Inc. | IGM-T | 26.250 | Aggressive platform with their sales force. Very stable and aggressive with earnings growth. Also has dividend growth. | 2003-04-21 | ||
| DON'T BUY | Maple Leaf Foods | MFI-T | 10.640 | Likes the consumer staple sector. Too thinly traded. Would rather own Canada Bread which they own a large chunk of. Low growth at 3%. | 2003-04-21 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 3.760 | Stock patterns are starting to look better from a technical prespective. Wait for the infrastructure to strengthen. | 2003-04-21 | ||
| WEAK BUY | Shoppers Drug Mart Corp | SC-T | 23.000 | A good stable stock that runs between $18 and $25. Well run. A defensive holding. Try to buy under $20, but not over $24. | 2003-04-21 | ||
| BUY | Shiningbank Energy Income Fund | SHN.UN-T | 15.750 | Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank. | 2003-04-21 | ||
| DON'T BUY | Stelco Inc | STE-T | 2.640 | Thinks the auto sector will slow. Earnings last quarter not as a ttractive as hoped for. | 2003-04-21 | ||
| BUY | Transalta Corp | TA-T | 16.000 | Play for nuclear position is prudent and should work. Well managed. Good price. Dividend could be cut. | 2003-04-21 | ||
| DON'T BUY | Toronto Dominion | TD-T | 34.700 | Will be restructuring some of their brokerage. Wait. Would prefer a cheaper price. | 2003-04-21 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 41.350 | (Was a top pick on Jan 30. Up 1.1%) The best way to play information technology. Excellent platform. Well run. | 2003-04-21 | ||
| HOLD | Telus Corp | T-T | 19.000 | Probably the worst is now over. | 2003-04-21 | ||
| BUY | Vermilion Energy Inc | VET-T | 12.450 | Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank. | 2003-04-21 | ||
| TOP PICK | George Weston Ltd. | WN-T | 91.000 | (Was a top pick on Jan 30. No change.)Excellantly run business. Good price and nice dividend. | 2003-04-21 | ||
| DON'T BUY | Zarlink | ZL-T (Dead) | 7.200 | Company will not make money this year. Speculative. | 2003-04-21 | ||
| WEAK BUY | Alimentation Couche-Tard (A) | ATD.A-T | 10.800 | Well run. Building a solid foundation in US. Margins are narrowing because of higher oil prices and higher taxes on cigarettes. | 2003-01-30 | ||
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| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 5.300 | Too many issues. Need some clarification. | 2003-01-30 |
