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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

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Date Signal Company Expert Opinion Price
2005-07-25 TOP PICK IBM
IBM-N
Laura Wallace Not expensive trading at 15.5 X next year's earnings. New main frames are to be announced soon which will give the stock a bit of a push. Global corporations are very well funded and when tech spending really starts to resume, This one is clearly positioned to benefit. A low risk way of playing a major recovery in tech spending.
Price: $84.200
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2005-07-25 BUY ICICI Bank Ltd.
IBN-N
Don Reed Particularily good at processing. Have transfer agency services, fund account services, etc. and have recently been expanding into North America. Good on the technology side.
Price: $25.330
Subject: GLOBAL EQUITIES
Bias: BULLISH on EUROPE
Owned: Yes
2005-07-25 VAGUE Inmet Mining
IMN-T (Dead)
Laura Wallace Copper is considered a very good indicator of economic strength because it's used so much in building. Between this and Falconbridge (FAL.LV-T), if she bought, would prefer Falconbridge because of the nickel exposure.
Price: $18.210
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: No
2005-07-25 BUY ING Groep NV
ING-N
Don Reed Very strong company. Good management. Looking out 5 years, it looks like it's got good growth.
Price: $29.850
Subject: GLOBAL EQUITIES
Bias: BULLISH on EUROPE
Owned: Yes
2005-07-25 BUY 3M Co.
MMM-N
Laura Wallace Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples.
Price: $74.170
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2005-07-25 BUY Microsoft
MSFT-Q
Laura Wallace Looking very closely at this one right now. Looks reasonable. The problem is the huge cash balance and what are they going to do with it.
Price: $25.690
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: No
2005-07-25 WEAK BUY Inco
N-T
Don Reed Great company. Production of nickel is important to the infrastructure. A lot of nickle gets exported to China. Over the long and intermediate term, the company looks alright, but on the shorter term basis, with the metals having done what they've done, you have to be a little bit cautious and pick your spots.
Price: $51.920
Subject: GLOBAL EQUITIES
Bias: BULLISH on EUROPE
Owned: Unknown
2005-07-25 DON'T BUY Posco
PKX-N
Don Reed Has had a heck of a run, pretty well doublng over the last 24 months. One of the lowest cost producers of steel in the world. Well managed and very up to date on the technology for steel production. Starting to see some competition coming in. Watching closely with the possibility of lightening up his position.
Price: $49.390
Subject: GLOBAL EQUITIES
Bias: BULLISH on EUROPE
Owned: Yes
2005-07-25 WEAK BUY Power Share QQQQ ETF
QQQ-Q
Laura Wallace She would never buy and Index or an ETF as she believes in active management, but it's a cheap way of playing and getting diversification of the NASDAQ if you feel very strongly on that sector.
Price: $39.270
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: No
2005-07-25 BUY Royal Bank Scotland Group PLC (Pref.)
RBS.PR.F-N
Don Reed A great value at this time. Has underperformed for the last little while because of a basic misunderstanding of their business, i.e., they're not a consumer oriented bank. Particularily good at making acquisitions and putting them into their system.
Price: $25.640
Subject: GLOBAL EQUITIES
Bias: BULLISH on EUROPE
Owned: Yes
2005-07-25 BUY Siemens
SI-N (Dead)
Don Reed Things are coming together. Very strong well run German conglomerate. Likes at these levels.
Price: $79.260
Subject: GLOBAL EQUITIES
Bias: BULLISH on EUROPE
Owned: Yes
2005-07-25 HOLD Teck Resources Ltd. (B)
TCK.B-T
Laura Wallace A great company. Very well diversified. Its recent strength has been its coal exposure and the outlook for coal reamins very positive. This time of year is the weakest for mining and metals stocks and tend to strengthen later in the year and early part of the new year.
Price: $48.490
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2005-07-25 TOP PICK Toronto Dominion
TD-T
Laura Wallace An extremely well run bank. Likes their strategy of looking into the US and making 2 excellent deals, TD Waterhouse and Ameritrade as well as the BankNorth which will do tuck-in acquisitions, step by step.
Price: $56.750
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2005-07-25 VAGUE Teva Pharmaceutical
TEVA-N
Don Reed Primarily involved in the generic pharmaceuticals. Well managed company. Have to be very conscious of the price. A lot of patents are coming off now which is affording an opportunity to the generic companies.
Price: $31.230
Subject: GLOBAL EQUITIES
Bias: BULLISH on EUROPE
Owned: No
2005-07-25 BUY Talisman Energy
TLM-T (Dead)
Laura Wallace An oil stock of a calibre that she could own. Has a higher grade oil than many other oil companies. Has the sweet, light crude, so not as subject to the differentials that you get. Good level.
Price: $51.350
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: No
2005-07-25 BUY United Technologies
UTX-N
Laura Wallace Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples.
Price: $50.450
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2005-07-22 TOP PICK Atlas Energy Ltd
AED-T (Dead)
David Cockfield A good stock if you want to get into a junior. Came off like all the rest of them and now moving back up. Has a lot of land to drill. Have expanded their gas side and is relatively easy stuff being shallow gas. A good acquisition target. Low risk.
Price: $4.450
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 DON'T BUY Algonquin Power & Utilities Corp
AQN-T
Leslie Lundquist Has consistantly disappointed in terms of what it's been able to do operationally. Payout ratio has been substantially above 100% for a long time. Not a stable or secure trust.
Price: $10.550
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-22 TOP PICK Arc Resources Ltd
ARX-T
Leslie Lundquist (A Top Pick Jan 10/05. Up 18%.) It will thrive in higher priced oil like today's. In the event oil should come off, it will be a survivor. Have very high quality properties. Strong management.
Price: $21.560
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2005-07-22 BUY Bellatrix Exploration Ltd.
BXE-T
David Cockfield A good solid one. Got ahead of itself so has pulled back. Now in a buying range.
Price: $4.340
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: No
2005-07-22 SELL Boyd Group Income Fund
BYD.UN-T
Leslie Lundquist A very small trust. Doesn't think anyone follows it. In a very competitive industry.
Price: $4.700
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-22 DON'T BUY Connors Bros. Income Fund
CBF.UN-T
Leslie Lundquist Have had a bit of a difficult time. Had a very weak 1st quarter which hadn't been communicated very well in advance. Now waiting for the 2nd quarter results and the indication is that they will be kind of weak also. Some of its problems have been its US exposure and there is a currency risk.
Price: $16.830
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2005-07-22 BUY Compton Petroleum
CMT-T (Dead)
David Cockfield Had a big run and then a major set back and still isn't back to its March highs. They seem to be getting their act together. Have some good properties.
Price: $12.200
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 BUY Canadian National R.R.
CNR-T
David Cockfield Railways are looking very good. Prefers Canadian Pacific (CP-T).
Price: $77.520
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 HOLD Canadian Oil Sands
COS-T
Leslie Lundquist The only pure play way to get exposure to the oil sands through the syncrude project. Although it is a trust and gives a yield, it is probably being bought as an oil call. If you think that oil is going to continue to be strong, it could be a very good buy. On the other hand, it could be very volatile.
Price: $99.850
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Unknown
2005-07-22 BUY DirectCash Payments Inc
DCI-T
Leslie Lundquist Debit cards and the white label ATM machines. Has done well. It will grow and will be able to raise its distributions. Very limiyed analytical coverage.
Price: $18.100
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2005-07-22 TOP PICK Encana Corp
ECA-T
David Cockfield Trading at about 11 X multiple, so you are buying earnings really cheaply. A good fundamental stock. Re-organized and now focused in North America and gas oriented. Have a great drilling program.
Price: $51.250
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 BUY on WEAKNESS Enbridge
ENB-T
David Cockfield An interest sensitive stock, however he considers the whole pipeline sector as a growth sector. Every time they build another 100,000 barrel plant in the tar sands, they have to ship it by pipe.
Price: $34.680
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 BUY Enbridge Income Fund Holdings
ENF-T
Leslie Lundquist A quality name. Distribution stream is very stable. Excellent management. Have the ability to grow through acquisition. Priced expensively at this point, but probably deservedly so.
Price: $14.260
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-22 BUY CHC Helicopters (A)
FLY.A-T
David Cockfield Ran up and has corrected. Have been buying recently. Had a bit of a checkered past which has left a bit of bad taste.
Price: $25.090
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 SELL General Donlee Canada
GDI-T (Dead)
Leslie Lundquist Has disappointed investors and thinks that some people are holding on in hopes of it getting back so they can get their money out.
Price: $3.400
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-22 BUY Inter Pipeline
IPL-T
Leslie Lundquist Looking 12 months down the road, the outlook is murky but good. Wants to expand beyond oil/gas pipelines. There's some consternation about this from the institutional community bacause there is an external management contract resulting in a fee. Expects good things, but it could be a bit of a rough ride getting there.
Price: $10.460
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2005-07-22 DON'T BUY Legacy Hotels
LGY.UN-T
Leslie Lundquist 2nd quarter results were not as strong as many had expected. The recovery in the hotel industry has not turned out as well as they wanted. Doesn't expect any distribution increases this year.
Price: $7.050
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-22 DON'T BUY Liquor Stores N. A.
LIQ-T
Leslie Lundquist Growing through expansion/acquisition. Can't see any real competitive reason to expand except to get bigger. As long as they can continue to keep doing what they've been doing, they'll probably do well, but a lot of the expectation that they will congtinue to grow like that has already been priced onto the units. Not inexpensive.
Price: $18.200
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-22 TOP PICK Petro-Canada
PCA-T
David Cockfield Even though it's hit a new high, it's still the cheapest of the integrateds on a pure multiple basis. It has the McKenzie pipeline in the background. Have a lot of land up in the McKenzie Delta which will be a big money maker in the long run. Has a dividend.
Price: $85.050
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 DON'T BUY Pizza Pizza Royalty
PZA-T
Leslie Lundquist Preferred Boston Pizza Royalties (BPF.UN-T) which has the track record. Not sure Pizza Pizza can match the business model.
Price: $10.240
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-22 TOP PICK RioCan Real Estate Investment
REI.UN-T
Leslie Lundquist (A Top Pick Jan 10/05. Up 17.5%.) A leader in their industry. Excellent track record and very strong management team. Even though they are very large there is an opportunity to create more value through partnerships with institutions where they will generate management fees or other partnerships buying distressed/underperforming properties and fixing them up.
Price: $21.030
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2005-07-22 BUY on WEAKNESS Sherritt International Corp.
S-T
David Cockfield Pretty smart management. Has diversified out of Cuba, but it still remains a potential problem for the company. Would prefer it under $10.
Price: $10.760
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 BUY Shell Canada
SHC-T
David Cockfield On a multiple basis has gotten ahead of some of the other big integrateds. Probably having a rest here. Has good long term potential.
Price: $35.150
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2005-07-22 TOP PICK Superior Plus Corp
SPB-T
Leslie Lundquist (A Top Pick Jan 10/05. Up 9.5%.) Strong management team. Businesses are suitable and appropriate for a trust structure. Superb track record. The existing distribution stream is secure from its core propane distribution and pulp chemical business. On top of that there is some opportunity for growth as they are expanding their chemical business, plus they are into a new line, dry wall and building products distribution.
Price: $32.200
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2005-07-22 DON'T BUY Telus Corp
T-T
David Cockfield Has done extremely well. Fairly negative on the telephone business in general. Tremendously competitive.
Price: $42.900
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: No
2005-07-22 BUY Tree Island Steel
TSL-T
Leslie Lundquist Makes nails and steel wire products. A bit more complex in that it has facilities both in the US and Canada. Has done very well since their IPO. Have some currency exposure. Had an amazingly good strong year last year and the market may be a bit concerned about how far it's come down. Thinks the outlook is very good.
Price: $14.500
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2005-07-22 BUY UTS Energy
UTS-T (Dead)
David Cockfield Probably in a situation now where everything is beginning to fall into place. A longer term investment. Has excellent property. Would only take half a position to see if it pulls back.
Price: $3.280
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: No
2005-07-22 DON'T BUY VOXCOM Income Fund
VOX.UN-T
Leslie Lundquist Security systems for houses. New IPO and has had a difficult infancy. A very small company in a very competitive industry.
Price: $10.050
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2005-07-21 DON'T BUY AGF Management (B)
AGF.B-T
Peter Brieger Feels that better times are ahead for all mutual fund companies. Have struggled with redemptions recently, but they are going back to their core business. Expect there will be non-core assets that are up for sale. Expensive compared to CI Funds (CIX-T). Likes the company and senior management and would look at it if it came off
Price: $17.640
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on FINANCIALS
Owned: No
2005-07-21 BUY Alcan Aluminum
AL-T (Dead)
Peter Brieger Did his homework and ffelt that it is a good buy. Buying for new clients.
Price: $41.250
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on FINANCIALS
Owned: Yes
2005-07-21 DON'T BUY ATI Technologies
ATY-T (Dead)
Robert McWhirter Continues to have a slugfest versus Nvidia (NVDA-Q) in the graphics acceleration side. Ranks in the bottom 10% of his database. Earnings have declined 83% of the most recent quarter and estimates have been chopped by 40% for the Aug '06 year.
Price: $15.790
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: No
2005-07-21 TOP PICK Bombardier Inc (B)
BBD.B-T
Robert McWhirter Analyst Richard Stoneman is keen on the aerospace business. AirChina has just put in an order for 28 Airbus 330's, Europa has an order for 18 Boeing 737's. Many of the airlines are now making profits. Ranks well in his database model. In January '06 they are expected to earn $0.14 expected to grow 15% by Jan/07.
Price: $3.290
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-07-21 BUY Bank of Montreal
BMO-T
Peter Brieger One of the banks that will get picked off. A Buy along with the other banks.
Price: $59.300
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on FINANCIALS
Owned: Yes
2005-07-21 TOP PICK CAE Inc
CAE-T
Robert McWhirter Earnings are expected to grow from $0.19 to $0.27 which is a 29% increase to March of '06 and has a forcast of 47% for Mar/07. With more planes being sold thinks this wil result in more sales for this company.
Price: $6.670
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-07-21 BUY Compliance Energy
CEC-X
Peter Brieger Long term target is based on the hope for power plant construction in the Tulameen Basin. When that comes on stream, probably early '08, that could add $0.17 to cash flow. 50% partner with Northland Power which is a great plus interms of winning some contracts. Could see $0.20/0.25 in cash flow in a year or two from production. Speculative.
Price: $0.820
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on FINANCIALS
Owned: Yes
2005-07-21 BUY Ceramic Protection Corp.
CEP-T
Robert McWhirter Performance has been disappointing. A couple of its end customers have announced new contracts for ceramic pieces for bullet proof vests. Expected to report on Aug 23 and earnings are projected to be $0.26. Ranks just out of the top quarter of his database. Feels there continues to be very good growth opportunities for it.
Price: $19.400
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-07-21 DON'T BUY Certicom
CIC-T
Robert McWhirter Have some interesting technology in encryption and are looking at licensing it. Had a negative earnings surprise when they reported their earnings. Earnings are expected to go from minus $0.13 to break even in '06. Ranks poorly in his model.
Price: $4.880
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: No
2005-07-21 SELL Compton Petroleum
CMT-T (Dead)
Peter Brieger Prefers Storm Cat Energy (SME-X). Sold his holdings and bought Storm Cat instead.
Price: $11.700
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on FINANCIALS
Owned: No
2005-07-21 TOP PICK Canadian Natural Rsrcs
CNQ-T
Peter Brieger Still likes the energy space. This gives you 1st rate exposure to the oil sands through its Horizon project. In the meantime they have some heavy oil production plus great gas production in North West B.C. plus a cash cow in the North Sea. 3.5 X this year's cash flow.
Price: $47.990
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on FINANCIALS
Owned: Yes
2005-07-21 PAST TOP PICK Cryptologic
CRYP-Q (Dead)
Robert McWhirter (A Top Pick Apr 14/05. Down 15%.) A general concern on gaming stocks. Ranks just out of the top 25% of the database model. Earnings estimates continue to be revised upwards. Had a very large financing in the UK. Many other gaming stocks are attracting attention.
Price: $32.450
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-07-21 DON'T BUY Calian Technology
CTY-T
Robert McWhirter Has been a disappointment after they finished their radar contract with the US military. No re-initiation of that contract. Earnings are down. Ranks just below the mid-point on his database. Trades at a 10 X P/E. Have new health contracts and if they can show stability, earnings are expected to grow at 19%.
Price: $11.500
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: No
2005-07-21 PAST TOP PICK GEAC Computer
GAC-T
Robert McWhirter (A Top Pick Apr 14/05. Up 6.5%.) Continues to do well.
Price: $11.370
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-07-21 DON'T BUY Hummingbird
HUM-T
Robert McWhirter Ranks bottom third of his database. Analysts are cautious on the company. Estimates have been shaved by 12% in the last 90 days, but have been moved up by 3% in the last 30 and 60 days. Had a negative earnings surprise when they had their most recent quarter and earnings declined by 42%.
Price: $23.380
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: No
2005-07-21 PAST TOP PICK Imaging Dynamics Company
IDL-T (Dead)
Robert McWhirter (A Top Pick Jan30/04.) Expected to earn $0.07 in '05 and $0.13 in '06. At current price it is approximately 21 X P/E. Introduced a new product which has allowed them to move into new markets with less expensive price points and larger than their existing market. Signed a new distribution agreement with the largest Xray distributor in China. Good back log. Still a Buy.
Price: $2.930
Subject: CANADIAN TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
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