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| BUY | | Breakwater Resources | BWR-T | 0.560 | Zinc has been lagging the rest of the commodities. Reports indicate that China will be a net importer of zinc as opposed to a net exporter by the end of this year. This company should be a good way to play this commodity. | 2005-01-14 | |
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| TOP PICK | | West Fraser Timber | WFT-T | 45.120 | 3rd largest lumber producer in North America. Selling at single digit multiples on an earnings basis. Generating significant amounts of cash flow. Clean balance sheet. Good management. If they got the tarriffs back from the softwood lumber dispute, it would amount to $4 a share which is not factored into the price. | 2005-01-14 | |
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| WEAK BUY | | Hillsborough Resources Limited | HLB-T | 1.860 | Still in a developmental stage and their fund likes proven assets. Exposed to metallurgical coal and acquiring assets. Okay for a riskier investment. | 2005-01-14 | |
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| VAGUE | | VSM MedTech Ltd. | VSM-T | 1.040 | Have had a lot of trouble. Lost their CEO. Have to do more research with management before investing. Have some interesting technology. Starting to look interesting. | 2005-01-14 | |
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| DON'T BUY | | Zenon Environmental | ZEN-T | 23.430 | A phenominal Canadian company with proprietory technology. Bullish on water purification. Would love to own it but too much future growth is already factored into the share price. | 2005-01-14 | |
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| TOP PICK | | Vitran Corp. | VTN-T | 20.500 | Has a dominant position in Canada and is expanding into the US. Management owns about 5% of the stock. Trades at a mid teen multiple. Trucking/transportation business Has been doing very well. Balance sheet is strong enough to allow them to make further acquisitions. Very attractive price. | 2005-01-14 | |
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| DON'T BUY | | Sierra Wireless | SW-T | 18.840 | Lost a contract with Palm last year which was a big disappointment. Has a lot of cash. Looks like it was oversold, but it is a weaker player in the wireless sector. Has a lot of competition. Until you see a more positive correction, don't buy. | 2005-01-14 | |
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| DON'T BUY | | Descartes | DSG-T | 2.250 | Have had management problems and are now on their 3rd CEO. In the penalty box. | 2005-01-14 | |
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| DON'T BUY | | Ivanhoe Mines | IVN-T | 8.460 | Doesn't have a producing asset, so not interested. Mr. Friedland has done an excellent job from an investor/relation perspective. Feels there's a lot of hype and risk in the company. | 2005-01-14 | |
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| TOP PICK | | CGI Group (A) | GIB.A-T | 7.510 | A contrarian pick. Looking at it relative to its peers in the US trades at about 10 X earnings versus a multiple in the teens. Good free cash flow yield. Made a US acquisition last year which should help them show growth this year. | 2005-01-14 | |
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| DON'T BUY | | International Uranium Corp | IUC-T | 4.600 | Long term bulls on energy. Missed getting in on this. It has now run too far, too fast. Have to wait for some pull backs. | 2005-01-14 | |
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| BUY | | Chartwell Technology Inc. | CWH-T | 5.970 | On their radar screen. Very bullish on the gambling sector. Well managed and management own a lot of it. | 2005-01-14 | |
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| DON'T BUY | | Certicom | CIC-T | 4.600 | Has some interesting technology. Feels that wireless in the short term is a bit over-hyped. Would look at it on any pull-back. | 2005-01-14 | |
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| BUY | | BCE Inc. | BCE-T | 26.000 | Has growth potential. Making important changes. | 2002-05-03 | |
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| BUY | | Magna Int'l. (A) | MG.A-T | 117.100 | Trades at 13/14 X earnings so a reasonable buy. Well managed. | 2002-05-03 | |
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| BUY | | IGM Financial Inc. | IGM-T | 31.000 | Trading at 14/15 X earnings. Dividends. New Ceo has been good. | 2002-05-03 | |
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| BUY | | Research In Motion | RIM-T | 25.700 | One of the best growth companies in Canada. Good long term. Great technology/partnerships. | 2002-05-03 | |
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| BUY | | Bennet Environmental | BEV-T | 29.280 | Has done well. Good forcasts. Great growth story. | 2002-05-03 | |
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| BUY | | ATI Technologies | ATY-T | 13.710 | Clean balance sheet. In a net cash position. Good company. Attractive price. | 2002-05-03 | |
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| BUY | | Bank of Nova Scotia | BNS-T | 54.000 | Great company. Good core bank to own. | 2002-05-03 | |
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| BUY | | Microsoft | MSFT-Q | 49.560 | Mid 40% operating margins. Trading at 25 X earnings. | 2002-05-03 | |
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| DON'T BUY | | Telus Corp | T-T | 14.210 | A lot of debt. Prefers BCE. | 2002-05-03 | |
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| DON'T BUY | | Ballard Power Systems | BLD-T | 34.450 | Volatile. Expects it could drop further. | 2002-05-03 | |
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| DON'T BUY | | WorldCom | WCOEQ-Q | 1.790 | A lot of question marks. Caution. Debt concerns. | 2002-05-03 | |
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| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 0.560 | Too much competition. May not survive. | 2002-05-03 | |
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| PAST TOP PICK | | CGI Group (A) | GIB.A-T | 8.160 | (Was a top pick on Oct 2 down 8.4%) Took profits at $13/14. Still own some shares. | 2002-05-03 | |
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| PAST TOP PICK | | Safeway Inc. | SWY-N | 40.950 | (Was a top pick on Oct 2 down 3.5%) Still likes. Expects more growth. | 2002-05-03 | |
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| PAST TOP PICK | | Sunlife Financial | SLF-T | 34.900 | (Was a top pick on Oct 2 up 12%) Good valluations. | 2002-05-03 | |
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| TOP PICK | | Mega Bloks | MB-T | 14.500 | Will be one of Canada's good growth stories. Good valuation. | 2002-05-03 | |
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| TOP PICK | | Check Point Software Tech | CHKP-Q | 16.640 | Good valuation. A lot of cash. Expects them to buy back shares. | 2002-05-03 | |
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| TOP PICK | | Shoppers Drug Mart Corp | SC-T | 22.980 | Great growth story. Demographics will be good with an aging population. | 2002-05-03 | |
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| WEAK BUY | | Nortel | NT-T | 4.770 | Have just bought a small position. Risk/reward looks better. | 2002-05-03 | |
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| BUY | | Bank of Montreal | BMO-T | 38.990 | Evaluations look good. Should do well. Will slow because interest rates are near their bottom. Watch for loan losses because of economy. | 2001-10-02 | |
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| BUY | | Bank of Nova Scotia | BNS-T | 46.600 | Evaluations look good. Should do well. Will slow because interest rates are near their bottom. Watch for loan losses because of economy. | 2001-10-02 | |
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| BUY | | Canadian Imperial Bank of Commerce | CM-T | 51.750 | Evaluations look good. Should do well. Will slow because interest rates are near their bottom. Watch for loan losses because of economy. | 2001-10-02 | |
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| BUY | | Royal Bank | RY-T | 48.680 | Evaluations look good. Should do well. Will slow because interest rates are near their bottom. Watch for loan losses because of economy. | 2001-10-02 | |
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| BUY | | Toronto Dominion | TD-T | 39.250 | Evaluations look good. Should do well. Will slow because interest rates are near their bottom. Watch for loan losses because of economy. | 2001-10-02 | |
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| BUY | | Manitoba Telecom Services | MBT-T | 34.000 | Has a good balance sheet. At a good value now. Good growth prospects. | 2001-10-02 | |
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| BUY | | Enbridge | ENB-T | 43.500 | Expect investors to be moving into pipelines. Good quality company. Good growth possibility. | 2001-10-02 | |
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| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 12.460 | Too much uncertainty with their customer base. Expects a further drop. | 2001-10-02 | |
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| DON'T BUY | | Nortel | NT-T | 8.330 | Approaching their bottom, but their customers are still struggling | 2001-10-02 | |
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| DON'T BUY | | Sherrit | S-T | 3.890 | Not a growth. | 2001-10-02 | |
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| DON'T BUY | | Westjet Airlines | WJA-T | 17.350 | Has done well growing their business, but wait for things to settle down. | 2001-10-02 | |
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| DON'T BUY | | 724 Solutions | SVN-T | 3.550 | Has competition. Prefers others. | 2001-10-02 | |
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| PAST TOP PICK | | Descartes | DSG-T | 6.290 | (Was a top pick on Mar5 down 68%) Companies are not buying new software. No new contracts. Will be challenged for the next 6/9 months. | 2001-10-02 | |
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| PAST TOP PICK | | Finning Int | FTT-T | 18.100 | (Was a top pick on Mar5 up 28%) Still owns. Good balance sheet. | 2001-10-02 | |
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| PAST TOP PICK | | Shaw Communication (B) | SJR.B-T | 30.750 | (Was a top pick on Mar5 up 8%) Strong mngmnt. | 2001-10-02 | |
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| STRONG BUY | | Research In Motion | RIM-T | 23.630 | Bullish over the long term. Expects they may buy back their own stock. Reporting soon. | 2001-10-02 | |
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| TOP PICK | | CGI Group (A) | GIB.A-T | 9.270 | Outsourcers have a better chance to out weather the storm. Good outlook. | 2001-10-02 | |
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| TOP PICK | | Safeway Inc. | SWY-N | 42.500 | Good mngmnt/balance sheet. | 2001-10-02 | |
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| TOP PICK | | Sunlife Financial | SLF-T | 31.000 | Have been oversold. Good conservative management. | 2001-10-02 | |
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| WAIT | | Alcan Aluminum | AL-T | 47.100 | Looking at it now. Good assets. Economic situation could create some difficulties. | 2001-10-02 | |
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| WATCH | | A Comment -- General Comments From an Expert | A Commentary | 14.750 | Cyclical. Could lead the forestry sector out on any rebound. | 2001-10-02 | |
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| BUY | | MDS Inc | MDS-T | 18.530 | Good because of diversification. | 2001-03-23 | |
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| BUY | | Research In Motion | RIM-T | 42.180 | Great proprietary business. Good growth 3/4 years out. A lot more market share still available for all handhelds. | 2001-03-23 | |
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| BUY | | Sunlife Financial | SLF-T | 27.750 | Its asset manager business in US got hit. Bad news has already been built in and lower interest rates will create an upsurge. | 2001-03-23 | |
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| BUY | | Thomson Reuters Corp | TRI-T | 51.750 | Great assets. Media and telecoms should do well. | 2001-03-23 | |
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| BUY | | Bank of Nova Scotia | BNS-T | 39.050 | Credit policy worries, but has been oversold and is now a good price | 2001-03-23 | |
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| BUY | | Toronto Dominion | TD-T | 39.550 | Can buy TD Waterhouse through TD at no cost. A good deal. | 2001-03-23 | |
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| BUY | | Charles Schwab | SCHW-Q | 16.000 | Brokerages are suffering but will recover. At a good price. | 2001-03-23 | |
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| BUY | | Vivendi Universal (US) | V-Nx | 57.300 | Interested in this stock. Big exposure to wireless. | 2001-03-23 | |
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| BUY | | A Comment -- General Comments From an Expert | A Commentary | 15.600 | Some improvements done. Should be an increase. | 2001-03-23 | |
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| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 7.780 | Fuel costs may be lowering. Better companies available. | 2001-03-23 | |
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| TOP PICK | | Shaw Communication (B) | SJR.B-T | 28.400 | Great assets (western Canada) and growth. | 2001-03-23 | |
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| TOP PICK | | Finning Int | FTT-T | 15.050 | Good business in western Canada and UK. Good mngmnt | 2001-03-23 | |
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| WAIT | | Celestica Inc | CLS-T | 53.760 | Expect some profit warnings. Wait for two quarters. | 2001-03-23 | |
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| WAIT | | Cisco | CSCO-Q | 18.688 | Still too high a valuation. Look for trading in mid teens. | 2001-03-23 | |
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| BUY | | MDS Inc | MDS-T | 22.900 | Having trouble getting their proteomics division IPO'd. Well diversified company. Good long term stock. | 2001-03-05 | |
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| BUY | | A T & T US | T-N | 23.560 | A lot of competition in long distance telephony. Also took on cable assets and overpaid. Getting their act together now. | 2001-03-05 | |
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| BUY | | Telus Corp | T-T | 39.000 | New management. Bought Clearnet for their wireless applications. Could lead to good growth. Getting into high speed internet now. | 2001-03-05 | |
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| BUY | | Toronto Dominion | TD-T | 41.320 | Likes. Expecting a drop in interest rates which will be good for banks Over weighted this stock now. | 2001-03-05 | |
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| BUY | | Bank of Montreal | BMO-T | 39.600 | Likes. Expecting a drop in interest rates which will be good for banks | 2001-03-05 | |
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| BUY | | Bank of Nova Scotia | BNS-T | 45.900 | Likes. Expecting a drop in interest rates which will be good for banks | 2001-03-05 | |
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| BUY | | Canadian Imperial Bank of Commerce | CM-T | 49.950 | Likes. Expecting a drop in interest rates which will be good for banks | 2001-03-05 | |
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| BUY | | Royal Bank | RY-T | 49.000 | Likes. Expecting a drop in interest rates which will be good for banks | 2001-03-05 | |
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| DON'T BUY | | Exfo Electro-Optical Engineering | EXF-T | 29.000 | Not hopeful for their future. | 2001-03-05 | |
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| DON'T BUY | | Nokia | NOK-N | 26.000 | Hasn't got the solutions for 3rd generation wireless that RIM has. | 2001-03-05 | |
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| DON'T BUY | | Ericsson LM Telephone | ERIC-Q | 9.000 | Hasn't got the solutions for 3rd generation wireless that RIM has. | 2001-03-05 | |
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| DON'T BUY | | Motorola | MOT-N | 16.750 | Hasn't got the solutions for 3rd generation wireless that RIM has. | 2001-03-05 | |
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| DON'T BUY | | 01 Communique Laboratory | ONE-T | 2.120 | Emerging market in unified messaging. Tough to do. Prefers Centrinity. Volatile. | 2001-03-05 | |
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| STRONG BUY | | Descartes | DSG-T | 19.750 | Down because of sympathy in other stocks dropping. They're averaging down now. Good management. Lots of cash. | 2001-03-05 | |
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| TOP PICK | | Research In Motion | RIM-T | 61.500 | Has good working solutions for 3rd generation networking. Great balance sheets and lots of cash. | 2001-03-05 | |
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| TOP PICK | | Shaw Communication (B) | SJR.B-T | 29.300 | Likes management. Have their own money in the company. Great growth prospects. | 2001-03-05 | |
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| TOP PICK | | Finning Int | FTT-T | 14.380 | A cyclical play. Strong management. Good growth prospects. | 2001-03-05 | |
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| WAIT | | Emergis Inc. | EME-T | 30.500 | B to B should do well. A good company. Waiting for lower valuation. | 2001-03-05 | |
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| WAIT | | Sierra Wireless | SW-T | 35.700 | Related to 3rd generation wireless. Customers are holding back but eventually they should come through. | 2001-03-05 | |
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| WAIT | | Certicom | CIC-T | 12.390 | Good proprietary technology. Fell in sympathy with techs. Good management. Embryonic stage. Will be getting licensing fees and royalties by year end. Burning cash, so wait and see howit plays out. | 2001-03-05 | |
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| BUY | | Minimed | MNMD-Q | 43.125 | Good products | 2000-12-22 | |
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| BUY | | Corning Inc | GLW-N | 56.250 | Had a set back but will lead the charge in a market recovery | 2000-12-22 | |
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| BUY | | Cognos | CSN-T | 29.250 | | 2000-12-22 | |
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| BUY on WEAKNESS | | Nortel | NT-T | 49.550 | Strong company. Buying a bit at a time | 2000-12-22 | |
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| DON'T BUY | | Lucent Technologies | LU-N | 13.625 | Mngmnt changes. Getting to the right price, but prefers Nortel | 2000-12-22 | |
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| TOP PICK | | Qwest Communications Intl | Q-N | 38.125 | Going forward. Strong mngmnt. At a good price | 2000-12-22 | |
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| TOP PICK | | Research In Motion | RIM-T | 120.000 | Profitable. Growing at such a fast pace that its costing money to expand | 2000-12-22 | |
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| TOP PICK | | Descartes | DSG-T | 34.800 | Alliance with BCE Emergis was a good deal. Descarte filling a spot in B2B. Can't find anyone else that does what they do. | 2000-12-22 | |
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| WAIT | | Unique Broadband Systems | UBS-X | 1.280 | Don't know. In a new area in wireless | 2000-12-22 | |
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| WAIT | | JDS Uniphase | JDU-T | 64.500 | Will benefit from internet growth/speed of all companies | 2000-12-22 | |
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| WATCH | | ATI Technologies | ATY-T | 9.000 | Getting low enough that they're looking at it. | 2000-12-22 | |
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| WATCH | | Celestica Inc | CLS-T | 77.250 | A global leader. Great company. Some problems getting orders from customers | 2000-12-22 | |
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| WATCH | | 724 Solutions | SVN-T | 27.500 | Making some acquisitions. Will be a great company | 2000-12-22 | |
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