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| Vincent Delisle of Desjardins Securities |
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| BUY | Encana Corp | ECA-T | 54.000 | Has dropped in sympathy with the pullback of other oil stocks. Likes this stock but prefers Talisman. | 2004-02-16 | ||
| BUY | Talisman Energy | TLM-T | 73.900 | Has dropped in sympathy with the pullback of other oil stocks. Likes this stock as #1 and then Encana. | 2004-02-16 | ||
| DON'T BUY | Transalta Corp | TA-T | 17.820 | One of the best utility stocks however, the utility sector is very sensitive to interest rate movements. Expects interest rates to move up and the stock would be vulnerable. | 2004-02-16 | ||
| TOP PICK | Domtar Inc. | DTC-T | 15.780 | The fundamentals for US and global economies is very strong. The forest sector has been plagued with the rising Cdn$ and the worst is behind us. | 2004-02-16 | ||
| BUY | Inco | N-T | 48.700 | Likes the metal sector. Released earnings that surprised on the upside. | 2004-02-16 | ||
| DON'T BUY | Hudson Bay Co. | HBC-T | 13.500 | A speculation based on talks of a takeover. If you own, take some profit. | 2004-02-16 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 30.990 | Very disappointing numbers and the Brazilian assets are not working out. | 2004-02-16 | ||
| TOP PICK | Toronto Dominion | TD-T | 44.960 | Financials should not be overlooked. They offer a proper yield, visible profit growth.TD has the most potential for a dividend increase and one of the best exposures of the equity market.. | 2004-02-16 | ||
| BUY | Angiotech Pharmaceuticals | ANP-T | 36.950 | Still sees some upside in the long-term. Fundamentals are good. | 2004-02-16 | ||
| BUY | Alcan Aluminum | AL-T (Dead) | 60.900 | Released some very positive numbers for the fourth quarter. Momentum is positive. Sees better prospects for aluminum. | 2004-02-16 | ||
| WEAK BUY | Barrick Gold | ABX-T | 27.700 | Could see a short-term upswing for the gold sector. Would take some profits at that time. | 2004-02-16 | ||
| BUY on WEAKNESS | Alimentation Couche-Tard (B) | ATD.B-T | 25.850 | Integrating a large acquisition in the US. Buy in the $24 range. | 2004-02-16 | ||
| BUY | Canadian National R.R. | CNR-T | 80.800 | Watch for the strength of the Canadian dollar as well as energy costs. Should continue to go up. | 2004-02-16 | ||
| BUY | Toronto Dominion | TD-T | 41.840 | Likes this bank and Royal as their two top picks. Likes their leverage to a stronger capital market via TD Waterhouse. More volatile than other banks, but this is where you want to be at this time. | 2003-12-02 | ||
| BUY | Sunlife Financial | SLF-T | 32.360 | Prefers this and Industrial Alliance over other insurance companies. Leverage to capital markets through mutual funds. | 2003-12-02 | ||
| TOP PICK | Domtar Inc. | DTC-T | 15.030 | Has liked over the last 2 years, but has been disappointed. Commodities will shine over the next 12/24 months. Made a good acquisition with Georgia Pacific 2 years ago. Will have to be patient, as forest products are not seeing a lot of momentum. | 2003-12-02 | ||
| BUY on WEAKNESS | Nortel | NT-T | 5.920 | Has gotten too far ahead of itself. See it in the $7/8 range over a 2/3-year period. Would buy under $5. | 2003-12-02 | ||
| WAIT | Bombardier Inc (B) | BBD.B-T | 4.950 | Quarterly report is due tomorrow. Market seems to be disappointed when the head of the transport division left the company. | 2003-12-02 | ||
| TOP PICK | Canadian Pacific Rail | CP-T | 34.990 | Feels that is a good stock in this economic recovery. | 2003-12-02 | ||
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| WEAK BUY | Biovail Corp. | BVF-T | 23.280 | Will be volatile until there is more clarity and credibility. Treat it as a trading stock. | 2003-12-02 | ||
| BUY | Encana Corp | ECA-T | 48.140 | Feels that the energy stocks are the least attractive right now and oil prices will be lower. Have a stronger leverage to natural gas which makes it more attractive. | 2003-12-02 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 34.900 | Likes as a defense holding at this point. | 2003-12-02 | ||
| TOP PICK | Alimentation Couche-Tard (A) | ATD.A-T | 22.700 | Recent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share. | 2003-12-02 | ||
| DON'T BUY | Hudson Bay Co. | HBC-T | 10.390 | Their momentum is dictated by the strength of Wal-Mart and the competition with Zellers. This hurts the stock a lot. Not seeing the same strength in margins as with other retailers. | 2003-12-02 | ||
| DON'T BUY | Angiotech Pharmaceuticals | ANP-T | 66.090 | A lot of its good news is priced into the stock right now. | 2003-12-02 | ||
| TOP PICK | Alimentation Couche-Tard (B) | ATD.B-T | 22.700 | Recent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share. | 2003-12-02 | ||
| BUY on WEAKNESS | Encana Corp | ECA-T | 46.470 | The market is expecting lower oil and natural gas prices over the next 12 months. Should be able to get it at a lower price. | 2003-10-28 | ||
| BUY | Eldorado Gold | ELD-T | 4.420 | Likes the sector. Could have a mini-correction on the stock market. | 2003-10-28 | ||
| TOP PICK | Sunlife Financial | SLF-T | 32.170 | Prefers Lifecos to banks because they have more to gain from strong capital markets. Financials are a good place to be in the event the market hits some headwinds. | 2003-10-28 | ||
| DON'T BUY | CGI Group (A) | GIB.A-T | 7.280 | This stock has just treaded water. Investors are waiting for a big US acquisition clarification from the BCE ownership. A very attractive valuation. Wouldn't buy tech stocks right now because the sector is vulnerable. | 2003-10-28 | ||
| DON'T BUY | Biovail Corp. | BVF-T | 36.050 | The story is one of credibility and confidence towards management. An above average risk. There is less visibility in the predictability of earnings. Needs one or two strong quarters for investors to gain confidence. | 2003-10-28 | ||
| TOP PICK | Canadian Pacific Rail | CP-T | 36.050 | Closely linked to a strong economy. Should register solid performance over the next year as the US industrial sector is rebounding from a severe recession. Trading at 11 X next year's earnings. | 2003-10-28 | ||
| SELL | Inco | N-T | 39.350 | Time to lighten up in base metals. Nickel was at record highs in the third quarter and Inco had very disappointing results. Prefers Sherrit. | 2003-10-28 | ||
| WAIT | Alcan Aluminum | AL-T (Dead) | 52.500 | Wait a few months and buy under $48. | 2003-10-28 | ||
| TOP PICK | Placer Dome | PDG-T | 19.680 | Wants to keep a more defensive stance for the year-end. Prefers senior producers and this one is their Top pick. | 2003-10-28 | ||
| WEAK BUY | BCE Inc. | BCE-T | 29.000 | Returning as a good old dividend paying stock. Doesn't see much upside. Will trade more and more like a utility. There could be potential for an increase in dividends in 2004. | 2003-10-28 | ||
| BUY | Domtar Inc. | DTC-T | 14.470 | Forest sector has been the hardest hit from arising Canadian dollar. Paper prices have not been firming up as other commodities. Doesn't expect much movement on the stock in the short term. A good long-term holding. | 2003-10-28 | ||
| BUY | Theratechnologies Inc | TH-T | 5.400 | Very bullish on this stock. Has a lot of cash. A good price. | 2003-10-28 | ||
| BUY | Pengrowth Energy Trust (US) | PGH-N | 14.540 | Has a solid outlook over the next 12 months. | 2002-10-17 | ||
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| BUY | Bombardier Inc (B) | BBD.B-T | 4.190 | Lost some credibility on missed forcasts. Good price. Risky. | 2002-10-17 | ||
| BUY | Magna Int'l. (A) | MG-T | 87.930 | 8 X earnings. A good stock for long term hold. | 2002-10-17 | ||
| BUY | Teck Resources Ltd. (B) | TCK.B-T | 11.220 | Likes the base metal sector. A TOP pick is Alcan, followed by Inco #2 and Teck #3. | 2002-10-17 | ||
| BUY | Aur Resources | AUR-T (Dead) | 2.800 | Copper will go up on an economic rebound. | 2002-10-17 | ||
| BUY | Norbord Inc. | NBD-T | 7.350 | Solid dividend. This stock is a slower growth in the cyclicals. | 2002-10-17 | ||
| BUY | Canadian Pacific Rail | CP-T | 32.400 | Should do well in any economic upswing. | 2002-10-17 | ||
| BUY | Canadian National R.R. | CNR-T | 68.360 | Should do well in any economic upswing. | 2002-10-17 | ||
| BUY | BCE Inc. | BCE-T | 26.620 | Have made some positive moves. Good dividend play. | 2002-10-17 | ||
| BUY | Alliance Atlantis Communications Inc. (B) | AAC.B-T (Dead) | 15.020 | 2002-10-17 | |||
| BUY on WEAKNESS | Dofasco | DFS-T | 29.110 | Good forcasts. Dividend. Buy under $30. | 2002-10-17 | ||
| DON'T BUY | RioCan Real Estate Investment | REI.UN-T | 12.120 | Great sector, but may be over invested. | 2002-10-17 | ||
| DON'T BUY | Suncor Energy Inc | SU-T | 26.100 | Oil prices may be dropping. Has a more positive outlook for metals and forestry. | 2002-10-17 | ||
| DON'T BUY | Hudson Bay Co. | HBC-T | 6.550 | Too much competition. Not performing as well as its peers. | 2002-10-17 | ||
| DON'T BUY | Canadian Imperial Bank of Commerce | CM-T | 40.330 | Good dividend. Prefers TD. Has underperformed. | 2002-10-17 | ||
| DON'T BUY | Transalta Corp | TA-T | 18.110 | A defensive stock. Pricey. Don't expect much growth. | 2002-10-17 | ||
| DON'T BUY | Four Seasons Hotel | FSH-T | 51.390 | A luxury industry. Prefers Fairmont. | 2002-10-17 | ||
| DON'T BUY | Celestica Inc | CLS-T | 17.550 | Its clients are having difficulty. On a long term basis its a good sector. Wait for a bottom. | 2002-10-17 | ||
| TOP PICK | Alcan Aluminum | AL-T (Dead) | 44.010 | Likes the metals. Book value is $40. Has been oversold. 2% dividend. | 2002-10-17 | ||
| TOP PICK | Toronto Dominion | TD-T | 32.100 | Likes the financials. Should outperform. | 2002-10-17 | ||
| TOP PICK | Metro Inc (A) | MRU.A-T | 17.150 | A good hedge but also has good "earnings per share" growth. | 2002-10-17 | ||
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| WEAK BUY | National Bank of Canada | NA-T | 30.510 | Will move the least of the banks on any rebound. | 2002-10-17 | ||
| WEAK BUY | Laurentian Bank | LB-T | 28.000 | Will move the least of the banks on any rebound. | 2002-10-17 | ||
| WEAK BUY | A Comment -- General Comments From an Expert | A Commentary | 14.970 | A good defensive play. 5% dividend. | 2002-10-17 | ||
| BUY | Sears Canada | SCC-T | 16.500 | One of his favourite retailers. Book value is $14. Limited downside. Good price. | 2001-12-05 | ||
| BUY | Heroux-Devtek Inc. | HRX-T | 9.100 | Good association with US army. | 2001-12-05 | ||
| BUY | ATI Technologies | ATY-T (Dead) | 19.700 | Earnings estimate is up. A cyclical which has room to grow. | 2001-12-05 | ||
| BUY on WEAKNESS | CGI Group (A) | GIB.A-T | 11.600 | Very aggressive objectives. May have a pause for a short term. Good long term. | 2001-12-05 | ||
| BUY on WEAKNESS | Magna Int'l. (A) | MG-T | 101.560 | Short term has had a good return. A good stock for the long term. | 2001-12-05 | ||
| DON'T BUY | Nortel | NT-T | 13.360 | Went up on tech rally, but a little too high now | 2001-12-05 | ||
| DON'T BUY | Trans Canada Corp | TRP-T | 19.290 | Money that went into this as a safe haven is now leaving. | 2001-12-05 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 14.880 | Could have some earning revisions because of order cancellations/delays. Prefers at $10.11. | 2001-12-05 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 11.470 | Prefers other metals than zinc. | 2001-12-05 | ||
| DON'T BUY | BCE Inc. | BCE-T | 35.870 | Sub companies are losing money. Their main product is a money maker. Buy at $32/33. | 2001-12-05 | ||
| DON'T BUY | Canadian Imperial Bank of Commerce | CM-T | 55.260 | Could have more loan losses, but not a major problem. Probably near their high. | 2001-12-05 | ||
| STRONG BUY | A Comment -- General Comments From an Expert | A Commentary | 14.650 | A more conservative play. 5% dividend. Good price. | 2001-12-05 | ||
| TOP PICK | Domtar Inc. | DTC-T | 14.550 | A cyclical which is at its bottom. Made some good acquisitions. | 2001-12-05 | ||
| TOP PICK | Stelco Inc | STE-T | 3.250 | Steel companies are agreeing on production so prices should stabilize. Book value = $8/9. At its low. | 2001-12-05 | ||
| TOP PICK | Falconbridge Ltd | FAL-T | 16.500 | At the bottom. Nickel is starting to rise. | 2001-12-05 |
