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| Willem Hanskamp of C. F. G. Heward Investment Management |
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| Comment | Agrium | AGU-T | 52.350 | Agrium (AGU-T) or Potash (POT-T)? Potash is strictly potash and Agrium has potash as well as chemical fertilizers and seems to be doing a little better. Potash’s cash flows are a little bit under pressure. Both stocks on the long run have a great upside potential. | 2009-08-31 | ||
| Comment | ING Groep NV | ING-N | 15.070 | Has been hurt more than any other crisis before. Got caught on the US subprime loans and been forced to sell assets. Have now dealt with a lot of the issues and the Dutch government provided some financial help. Eventually all the banks and institutions will somehow find their way back. | 2009-08-31 | ||
| BUY on WEAKNESS | Johnson & Johnson | JNJ-N | 60.440 | Probably one of the best US pharmaceuticals. Also have consumer products. Steady earnings and dividend growth for over 20 years. The only risk is the currency effect by investing in a US company. Would like it at $57-$58. | 2009-08-31 | ||
| Comment | Potash Corp of Saskatchewan | POT-T | 97.180 | Agrium (AGU-T) or Potash (POT-T)? Potash is strictly potash and Agrium has potash as well as chemical fertilizers and seems to be doing a little better. Potash’s cash flows are a little bit under pressure. Both stocks on the long run have a great upside potential. | 2009-08-31 | ||
| BUY | Power Corp | POW-T | 29.190 | Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it. | 2009-08-31 | ||
| BUY | Rogers Communcations (B) | RCI.B-T | 30.140 | Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it. | 2009-08-31 | ||
| BUY on WEAKNESS | Research In Motion | RIM-T | 80.350 | As a GARP manager it is sometimes hard to find the right point where he could buy this. For the first time in many years the valuation is not out of the ordinary anymore. PE is in the high teens now. If a market correction comes, and this got into the low $70's it would become buyable for him. Outlook for them is still very positive. | 2009-08-31 | ||
| BUY | Shaw Communication (B) | SJR.B-T | 18.790 | Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it. 4% yield. Has had solid growth. | 2009-08-31 | ||
| TOP PICK | Suncor Energy Inc | SU-T | 33.490 | Merger with PetroCanada was a major coup for them. Gives them diversification away from their oil sands business. Well managed company. Consider buying a couple of $’s below where it is now. | 2009-08-31 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 34.930 | The Reuters acquisition has been recent and the financial crisis has slowed down the growth of the stock. Very stable revenue base. | 2009-08-31 | ||
| TOP PICK | Vodafone Group PLC | VOD-Q | 21.720 | European telecoms have not done very well over the last year and have not participated in the recent rally yet their numbers have started to come in reasonably positive and above expectations. Trading at about 8X earnings with the dividend of almost 6%. Technically it looks like it could break out. | 2009-08-31 |
