| HOLD | | Bank of Montreal | BMO-T | 39.270 | You don't have to worry about survivability of the banks. However, the issue is the profitability. Banks have been able to use excess leverage to push off their balance sheets but that is getting harder to do because buyers will not buy stuff that is not guaranteed. Doesn't think the dividend will be cut, but people will be worried about this. | 2008-07-15 | |
| WAIT | | Royal Bank | RY-T | 40.180 | Would wait for lower prices. Could see the stock easily trading down at around $38 but the target he would really like to see is $31 and he thinks it will get there. | 2008-07-15 | |
| SELL | | IGM Financial Inc. | IGM-T | 37.400 | 5.2% dividend. Has just rendered another Sell signal in the last couple of days. Being a mutual fund manager, the stock rises and falls with the stock market itself. Looking for a 20% down side. | 2008-07-15 | |
| SELL | | Bombardier Inc (B) | BBD.B-T | 6.940 | From a fair market value point of view, the stock is fairly extended. Not cheap within his parameters. | 2008-07-15 | |
| SELL | | Manulife Financial | MFC-T | 33.810 | Banks have let go but the 2 major life insurance companies hung on. Sun Life has finally let go and this is the last of the companies that hasn't really set back to a level that he would be comfortable buying. | 2008-07-15 | |
| SELL | | Microsoft | MSFT-Q | 26.150 | There will be a better chance to buy this company. He is standing on the sidelines right now. | 2008-07-15 | |
| TOP PICK | | Barrick Gold | ABX-T | 49.940 | Has a big Fair Market Value and excellent balance sheet. With the US increasing amounts of problems, and the Fed trying to deal with it by issuing more and more credit the US$ will be in more trouble so you have to be exposed to gold. | 2008-07-15 | |
| TOP PICK | | BetaPro S&P/TSX 60 Bear E.T.F. | HXD-T | 19.730 | This gives you double the exposure to the market. If the market goes down 10% this will go up 20%. A nice way of not putting a lot of cash into a position but getting yourself lots of leverage. | 2008-07-15 | |
| TOP PICK | | CASH | CASH | 0.000 | It is getting increasingly difficult to buy companies that he has confidence in. You can put your cash in T-bills or bank paper. | 2008-07-15 | |
| HOLD | | Canadian Oil Sands Trust | COS.UN-T | 49.850 | One of the great winners in the recent rise in oil has not been the oil stocks themselves but has been the energy trusts. As long as oil keeps going up he expects they will raise their payouts. | 2008-07-15 | |
| PARTIAL SELL | | Canadian Natural Rsrcs | CNQ-T | 103.640 | His Fair Market Value is over $250 based upon current oil prices. He is getting nervous about the price of energy. If you own, consider selling bits and pieces. | 2008-06-05 | |
| Comment | | Canadian Imperial Bank of Commerce | CM-T | 67.000 | His view on bank stocks is that we are kind of in the eye of the hurricane. If anyone thinks that the credit problems are done and over with, they have another think coming. Wouldn't be surprised if there were fears that Canadian banks could cut their dividends. He doesn't see it happening. | 2008-06-05 | |
| PARTIAL SELL | | Agrium | AGU-T | 94.350 | Fertilizers are going absolutely gangbusters. If you are a holder, he would tend to be kind of dribbling out. Prices are getting very extreme, to the point where farmers will have to cut back drastically. | 2008-06-05 | |
| PARTIAL SELL | | Potash Corp of Saskatchewan | POT-T | 222.340 | Fertilizers are going absolutely gangbusters. If you are a holder, he would tend to be kind of dribbling out. Prices are getting very extreme, to the point where farmers will have to cut back drastically. | 2008-06-05 | |
| PARTIAL SELL | | Cisco | CSCO-Q | 27.540 | Lots of upside potential. Stock has been moving up in the general NASDAQ rally and could continue a little further. Excellent company and beautiful balance sheet. We are in a recession and it is deepening so he expects equipment sales to slow down. He would consider taking profits. | 2008-06-05 | |
| Comment | | Silver Wheaton | SLW-T | 14.670 | Has been a bit of a disappointment as of late. Has a good working model and has lots of upside. | 2008-06-05 | |
| PARTIAL SELL | | Suncor Energy Inc | SU-T | 68.280 | Would let this one go in dribs and drabs. Company is superb and the heart of the oil sands. Its Fair Market Value is terrific but if there is oil price weakness there could be problems. | 2008-06-05 | |
| WEAK BUY | | Loblaws | L-T | 34.340 | Has been really hammered down from 4X book to 1.5X book. Earnings estimates are not particularly supporting a rally of much consequence. If you had a five-year horizon, at this price it's not going to hurt you too much. | 2008-06-05 | |
| BUY | | Magna Int'l. (A) | MG.A-T | 70.610 | Trading at its “average price to book” long-term low, which makes it very cheap. His Fair Market Value is more than double the current price. Has good potential. Would buy it as a Trade. | 2008-06-05 | |
| DON'T BUY | | Pfizer Inc | PFE-N | 18.670 | From his perspective, it has absolutely technically broken down. Looks like almost everything is going against it. Also, it is likely Democrats will come to power and won't be helpful to the drug companies. | 2008-06-05 | |
| TOP PICK | | Petro-Can | PCA-T | 58.700 | If you are going to be in the oils, pick a cheap one. They’re only selling a little over 2X book compared with the index, which is getting up to 3.5. If things don't work out, it won't get hit too badly but if they do, it could play some catch-up. | 2008-06-05 | |
| TOP PICK | | Bell Aliant | BA.UN-T | 29.800 | One of the few income trusts that are really solid. When they convert back into businesses, his suspicion is that this one is really cheap. Good 10% yield. Very well run business and very stable. | 2008-06-05 | |
| TOP PICK | | Barrick Gold | ABX-T | 41.170 | Feels the US has lots and lots of balance sheet issues and the dollar could decline. Because of this, he would like to have a little bit of gold in his portfolio and this one is a nice, good, stable stock and is not very expensive at about 2X book. | 2008-06-05 | |
| DON'T BUY | | Thomson Reuters Corp | TRI-T | 36.640 | This is a work in progress. The stock is cheap enough but looking at what Thomson paid for Reuters, somebody got hosed. He can't see the upside yet. | 2008-06-05 | |
| HOLD | | Potash Corp of Saskatchewan | POT-T | 162.910 | A wonderful company. The fair market value is miles above where the stock is trading right now. Lots of upside potential. It is trading 8 times book value, there is lots of down side risk. | 2008-03-26 | |
| HOLD | | Petro-Can | PCA-T | 44.900 | Has been a favourite. The stock is dirt-cheap compared to the oils. Cannot understand why it’s so cheap. | 2008-03-26 | |
| WEAK BUY | | Oilexco Inc | OIL-T | 13.680 | The fair market value based on forecast earnings is $50. The stock is trading on technical support. Not a bad bet. A little more expensive then most of the oils in the index. | 2008-03-26 | |
| WAIT | | Telus Corp | T-T | 43.370 | As if the market got bored with the stock. Could see a downside of $36-37 before there is interest in it again. Would wait to be buying. | 2008-03-26 | |
| VAGUE | | Fairfax Financial | FFH-T | 286.520 | Trading around its fair market value. The stock is getting fairly rich. Indifferent to it. | 2008-03-26 | |
| DON'T BUY | | TransForce Inc. | TFI-T | 7.770 | The balance sheet is slipping which probably means they’re paying too much out. They should cut their pay out, to be positioned as a regular corporation. It’s around its book value. It’s fair market value continues to plummet. | 2008-03-26 | |
| WEAK BUY | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | GC/J8- The recent sheer drop in price tends to be associated with bull market. Not bullish on the U.S dollar. The value of the gold stocks are pretty good. | 2008-03-26 | |
| VAGUE | | Yellow Pages Income Fund | YLO.UN-T | 10.190 | Got down to its book value, now it’s at its good will (paid too much for its acquisitions). Concerned from a balance sheet point of view. From an earnings point of view it should be OK. Getting a good yield at this price, reasonably sustainable. | 2008-03-26 | |
| TOP PICK | | Barrick Gold | ABX-T | 46.300 | Lots of upside potential. An excellent balance sheet. Extremely well run company. Attractive for value investors. Their costs are under fairly reasonable control. The earnings forecasts have been rising nicely. | 2008-03-26 | |
| TOP PICK | | Biovail Corp. | BVF-T | 10.950 | Getting to a yield of almost 14%, sustainable. Almost down to book value. As cheap as you want to be. Attractive to larger companies to buy. | 2008-03-26 | |
| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Cash- Concerned about the market and the credit problem. Will continue for quite a long time. | 2008-03-26 | |
| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 66.200 | Have a fairly heavy exposure to the junk on their balance sheet. There will be considerable earnings about their earnings. There is a longer term downwards pressure on bank profit. Stay away from it until it gets down to its book value. | 2008-03-26 | |
| TOP PICK | | Barrick Gold | ABX-T | 37.400 | Has some doubt about the intrinsic value of the US$, which he expects to continue to sink. This is one of the few golds that has rising FMV. Brilliantly managed. Good intrinsic value, rising FMV and a very nice balance sheet. | 2007-12-20 | |
| TOP PICK | | Shoppers Drug Mart Corp | SC-T | 52.650 | A nice, safe, solid stock. Balance sheet keeps growing just beautifully and steadily. Very profitable. This one gives you 15% to 17% a year. | 2007-12-20 | |
| DON'T BUY | | Goldman Sachs | GS-N | 202.670 | FMV has collapsed. Could be some legal problems down the road. | 2007-12-20 | |
| Comment | | Kingsway Financial Services | KFS-T | 11.220 | Getting down to a level where it is beginning to be quite interesting. FMV for the stock is quite a bit higher. Have to wait to see if there's going to be any earnings forecast breakdown. | 2007-12-20 | |
| DON'T BUY | | Sunlife Financial | SLF-T | 54.740 | Feels that a lot of money has left the banks and money managers to move into the lifecos. It means that companies such as Sun Life (SLF-T), Great West (GWO-T) and Manufacturers (MFC-T) have caught up to the peak of and are exceeding their FMV. | 2007-12-20 | |
| DON'T BUY | | Great West Lifeco | GWO-T | 34.910 | Feels that a lot of money has left the banks and money managers to move into the lifecos. It means that companies such as Sun Life (SLF-T), Great West (GWO-T) and Manufacturers (MFC-T) have caught up to the peak of and are exceeding their FMV. | 2007-12-20 | |
| DON'T BUY | | Manulife Financial | MFC-T | 40.360 | Feels that a lot of money has left the banks and money managers to move into the lifecos. It means that companies such as Sun Life (SLF-T), Great West (GWO-T) and Manufacturers (MFC-T) have caught up to the peak of and are exceeding their FMV. | 2007-12-20 | |
| DON'T BUY | | Canadian Western Bank | CWB-T | 31.060 | The only way that he can justify the current price is if someone wants to take the bank over. Trading quite in excess of its FMV. Also trading up against a resistant point that he would have thought would have been quite stiff to get through, but it did go through, but without a lot of support. | 2007-12-20 | |
| TOP PICK | | Petro-Can | PCA-T | 51.430 | At a level that is very attractive. Selling at about 2X book making it very cheap compared to most oil patch stocks. | 2007-12-20 | |
| DON'T BUY | | Brookfield Properties Corp. | BPO-N | 19.130 | One of the problems that faced real estate companies in recessions and real estate slowdowns is that stocks get pretty badly beaten up. There is still not much market value support underneath this company. Too early. | 2007-12-20 | |
| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 70.510 | Has broken through one of its technical support levels. If he could see the stock at the $62 level it would be a buy. | 2007-12-20 | |
| WATCH | | Teck Cominco Ltd. (B) | TCK.B-T | 33.650 | Becoming very interested in this stock. Another $2 or $3 on the downside gets it to very interesting technical support. The FMV is out of sight compared to the current price. If you Buy, do it for the long term. | 2007-12-20 | |
| DON'T BUY | | Talisman Energy | TLM-T | 17.700 | Has a little more downside in it before he can see a bottom. | 2007-12-20 | |
| DON'T BUY | | Merrill Lynch & Co (US) | MER-N | 54.500 | On a price to book basis got down to the level that it bottomed to in 1998. The big question that is overhanging everybody's mind is, what is the integrity of their balance sheet like. Thinks there is going to be a bloody battle on legal grounds. | 2007-12-20 | |
| DON'T BUY | | Lehman Brothers Holdings | LEH-N | 62.330 | FMV has collapsed. Could be some legal problems down the road. | 2007-12-20 | |
| TOP PICK | | Barrick Gold | ABX-T | 40.320 | Has a grim view of the US$, so has to go with the gold stock because of the sympathy factor. FMV is substantially higher than the current price. Technically, the stock is acting very well. | 2007-11-30 | |
| TOP PICK | | National Bank of Canada | NA-T | 53.980 | Dropped down to a very attractive valuation level. Good yield and good technical support. Speculative buy because it is a counter trend move to the fundamental down trend of the banks. | 2007-11-30 | |
| TOP PICK | | Petro-Can | PCA-T | 48.300 | A nice cheap integrated oil stock so has all bases covered. FMV is about triple the stock price. Reasonably close to good technical support. | 2007-11-30 | |
| SELL | | Penn West Energy Trust | PWT.UN-T | 26.540 | Good management but earnings forecasts have been steadily sinking and they are making an acquisition, which may be difficult for the company to support. They may have to reduce distributions. He is selling his holdings. | 2007-11-30 | |
| Comment | | Teck Cominco Ltd. (B) | TCK.B-T | 38.300 | FMV is about 4X the current price. This would normally make it awfully good value, but it does not behave well technically and he wonders if the market is expecting a recession. Commodity prices and earnings forecasts are holding up well. Can't see any reason not to like it but it doesn't act well. | 2007-11-30 | |
| Comment | | CAE Inc | CAE-T | 11.780 | FMV is more than double the stock price, which had been moving up well, but gave up the ghost recently. This is peculiar because airlines are being bought globally and air fleets are being expanded. | 2007-11-30 | |
| DON'T BUY | | CitiGroup | C-N | 33.300 | Wouldn't hold this one if it was one of the 2 last stocks on the planet. Doesn't like the banks. US banks are in the throes of a hurricane debt problem. | 2007-11-30 | |
| HOLD | | Canadian Natural Rsrcs | CNQ-T | 64.920 | Slipping because of 1) drop in the price of oil and 2) their plan on substantially slowing down their oil sands expansion plans because of the staggering costs. FMV is triple the current price but short-term, the price will remain weak. | 2007-11-30 | |
| BUY | | Bell Aliant | BA.UN-T | 29.070 | Doesn't feel the government announcement on wireless (spectrum) will have any effect on this stock. One of the few trusts that he likes. | 2007-11-30 | |
| Comment | | Telus Corp | T-T | 46.820 | Because of the CRTC announcement on wireless (spectrum) Telus (T-T) and Rogers (RCI.B-T) have had a bit of a setback. There may be more competition in cellular phones and could put pressure on both companies. | 2007-11-30 | |
| Comment | | Rogers Communcations (B) | RCI.B-T | 41.560 | Because of the CRTC announcement on wireless (spectrum) Telus (T-T) and Rogers (RCI.B-T) have had a bit of a setback. There may be more competition in cellular phones and could put pressure on both companies. | 2007-11-30 | |
| TOP PICK | | Barrick Gold | ABX-T | 40.190 | Good international exposure. Recently broke out at one of his key breakpoints at about 2X Book. Lots of upside potential. You should have at least 1 and possibly 2 gold stocks in your portfolio because of the weakening US$. | 2007-10-05 | |
| TOP PICK | | Canadian Tire Corporation Ltd. (A) | CTC.A-T | 81.950 | Outstandingly well-run company. His Fair Market Value is up over $150. The recent setback in the stock gave a good buying opportunity. Good balance sheet. | 2007-10-05 | |
| TOP PICK | | Bell Aliant | BA.UN-T | 31.740 | Had considered Cash as the top pick. This is a defensive choice. Fairly reasonably valued. When it reverts out of a trust, there won't be any downside move on the stock. Nice yield. | 2007-10-05 | |
| DON'T BUY | | Sherrit | S-T | 15.910 | Continues to have a Cuban overhang. His Fair Market Value estimate has been falling quite steadily. Possibly a 15% to 20% visible upside and then it runs into a level at about 1.25% BV, where they've had an awful time getting through. | 2007-10-05 | |
| BUY | | Lundin Mining Corp. | LUN-T | 13.750 | Interesting company as it is cheap and has a fairly high Fair Market Value. | 2007-10-05 | |
| SELL | | Zarlink | ZL-T | 1.370 | It doesn't show up well on his value screen and actually shows up more as a Sell than a Buy. Doesn't see any technological breakthrough. | 2007-10-05 | |
| BUY | | Cisco | CSCO-Q | 32.649 | Lots of upside and a heck of a balance sheet. With Nortel (NT-T) out of the picture and a lot of other companies that really didn't make it, they're really the last man standing. | 2007-10-05 | |
| SELL | | Dundee Wealth Management Inc. | DW-T | 19.050 | Whenever you get a company that is in play, you are really rolling the dice. If you own, you might consider taking a little off the table. | 2007-10-05 | |
| PAST TOP PICK | | Penn West Energy Trust | PWT.UN-T | 30.550 | (A Top Pick Dec 4/06. Down 4.8%.) His Fair Market Value has slipped a fair amount. Strange as the company, when it became a trust, retained its land spread. On a BV, it is fairly cheap. Pressure on earnings and a lot depends on the Alberta royalty trust taxation. | 2007-10-05 | |
| PAST TOP PICK | | Encana Corp | ECA-T | 61.510 | (A Top Pick Dec 4/06. Up 17.5%.) Alberta will probably not increase taxes on natural gas. It is Fair Market Value is more than double the current price. | 2007-10-05 | |
| PAST TOP PICK | | CASH | CASH | 40.970 | (A Top Pick Dec 4/06.) Given that there are a lot of risks in the market, he would suggest keeping 30% of your portfolio in cash. | 2007-10-05 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Principal driver of the markets will be the US$. His numbers show that the US market will decline substantially. Historically when a country’s currency is weak, the stock market has tended to balance it off. The bullish view is that this would be 60% of the decline. You have to hedge (by currency futures or options) the US$ to get rid of the currency risk, allowing you to go into the US market. | 2007-10-05 | |
| BUY | | Johnson & Johnson | JNJ-N | 66.250 | A lot of the US big cap stocks have good international exposure. His Fair Market Value is over $125 so there is a lot of potential. The next major resistance point is $73.50. | 2007-10-05 | |
| BUY | | Proctor & Gamble | PG-N | 70.830 | Upside is quite substantial. One of the areas where, in a recession, people tend to go because of the defensive qualities. | 2007-10-05 | |
| BUY | | Teck Cominco Ltd. (B) | TCK.B-T | 49.610 | Have a terrific spread of minerals. Upside potential for the company is $150-$160, so why doesn't the stock move? Has had a long history of peeking out at 4X Book, which is about $60. Not a takeout candidate, so it doesn't have a takeout premium. Treat it as a long-term Hold. | 2007-10-05 | |
| BUY | | Colgate Palmolive | CL-N | 72.130 | Lots of upside. Lots of international exposure. Nice, conservative company. His Fair Market Value is over $100, but he doesn't expect it to reach this. | 2007-10-05 | |
| Comment | | Potash Corp of Saskatchewan | POT-T | 103.190 | Has had a spectacular run. His Fair Market Value is $128 as he measures it and this amount is also a major technical peak, which would be very difficult to get through at 8X Book. Very profitable company and fast Balance Sheet growth. Expensive. | 2007-10-05 | |
| BUY | | Petro-Can | PCA-T | 54.240 | Selling at about 2.25X Book. His Fair Market Value is really strong. Selling at a much cheaper Price to Book then Imperial oil (IMO-T), which would make it a more conservative and safer purchase. Even trading at a discount to the oil Index in itself. Good balance sheet. Lots of upside. | 2007-10-05 | |
| Comment | | Research In Motion | RIM-T | 111.600 | Stock is doing so well that it is just running along and tracking his Fair Market Value. Every time analysts hike earnings forecasts because of another great quarter, up goes Fair Market Value and up goes the stock. Trades at a spicy Price/Book value, so you are making a partial bet that fundamentals are going to continue and that the market is going to keep coming through for you. | 2007-10-05 | |
| DON'T BUY | | Agnico-Eagle Mines | AEM-T | 50.960 | Stock is up against pretty tough technical resistance of about 4X Book. His Fair Market Value figure has been falling. Earnings forecasts for many of the Canadian only gold companies have been falling because of cost pressures and the fact that gold is measured in US$’s. Companies like Barrick (ABX-T) have good international exposure. | 2007-10-05 | |
| DON'T BUY | | CanWest Global Comm. | CGS-T | 7.250 | Market has been waiting for the promise of this company to come through and it really hasn't come through so there was a big selloff. Still trading at his Fair Market Value so he cannot see any upside at the present. | 2007-10-05 | |
| HOLD | | Canadian National R.R. | CNR-T | 55.290 | Continues to truck along at about 2.5X Book. His Fair Market Value is really high. Extraordinarily well run railway. | 2007-10-05 | |
| SELL | | Royal Bank | RY-T | 55.890 | Doesn't particularly like the banks so we would be more on the Sell side of things. | 2007-10-05 | |
| SELL | | Paramount Resources | POU-T | 17.690 | Would avoid this one like the plague. | 2007-10-05 | |
| SELL | | General Electric | GE-N | 41.770 | Very pricey. One of the few US big cap stocks that is trading right up at his Fair Market Value. Doesn't see any potential from here. | 2007-10-05 | |
| HOLD | | Shoppers Drug Mart Corp | SC-T | 55.270 | A definite Hold and if it dropped back $4 he might even be tempted to buy. Excellent fundamentals. | 2007-10-05 | |
| HOLD | | United Technologies | UTX-N | 80.840 | It is getting up there. You can probably still Hold, but it would not intrigue him as it is too pricey. | 2007-10-05 | |
| DON'T BUY | | Toronto Dominion | TD-T | 74.250 | Not particularly strong on this sector, TD not his favourite. | 2007-06-01 | |
| WEAK BUY | | Bank of Montreal | BMO-T | 70.920 | He doesn't particularly like this sector but Bank of Montreal is his current favorite, since it was beaten up the other day on the commodity scandel.
Gave a bit of a trading opportunity. | 2007-06-01 | |
| WAIT | | Goldcorp Inc | G-T | 26.040 | Management team is excellent. Problem with gold's including Goldcorp is that the earnings estimates keep falling.
Expects it to drop another 2 or 3 dollars from here. | 2007-06-01 | |
| WEAK BUY | | Manitoba Telecom Services | MBT-T | 49.200 | Still likes it. Has a decent yield, with a decent upside. Better value then Telus.
| 2007-06-01 | |
| WATCH | | ING Canada Inc. | IIC-T | 46.220 | Fair market value has been calculated at $84, which means the stock is very cheap.
Some risk at the $43 or $44 mark, but if it gets there it would be a BUY.
Upside is $60. | 2007-06-01 | |
| SELL | | CitiGroup | C-N | 54.510 | Doesn't have much upside potential. Has no interest in it.
| 2007-06-01 | |
| WATCH | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | On Gold. There are big concerns about the US dollar and how far it can fall. In cases like that there tends to be a rush in to gold.
At the present time however the Canadian gold sector is acting poorly, because their fair market value is continuing to fall. This might be due to gold being quoted in US dollars and the margins getting squeezed.
It's a bit early to buy gold, but he has one in his top picks. | 2007-06-01 | |
| PAST TOP PICK | | Teck Cominco Ltd. (B) | TCK.B-T | 45.270 | Then $35.91
They have already sold most of theirs, but are thinking of revisiting again.
The negative is that it is unlikely to be a takeover candidate. But outside of that it's a "brilliantly run company and making money hand over fist"
| 2007-06-01 | |
| PAST TOP PICK | | Petro-Can | PCA-T | 55.100 | Then 51.25
Still likes, and lately it has been taking off. It has lots (and lots) of upside potential. It is the cheapest of the integrated oils in Canada and probably in the States as well.
| 2007-06-01 | |
| PAST TOP PICK | | Encana Corp | ECA-T | 66.090 | Then 54.07
Tons and tons up side. There are takeovers everywhere, and he's wondering if "lightening is going to strike there too!" | 2007-06-01 | |
| Comment | | Agnico-Eagle Mines | AEM-T | 40.210 | He was expecting it to go up before. Has been rallying in the last few days. Golds just worry him generally even thought the fundamentals appear quite strong. | 2007-06-01 | |
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