| Date | Signal | Company | Expert | Opinion | Price |
|---|---|---|---|---|---|
| 2001-02-28 | BUY |
Intrinsyc Software Inc ICS-T |
Ray Steele |
Great relationships with Ford and Siemans. Likes it for 12 months from now Tweet finance |
Price: $1.900 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2001-02-28 | WAIT |
JDS Uniphase JDU-T |
David Driscoll |
Sector is under strain because no one can tell what their earnings will be. Tweet finance |
Price: $42.500 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | TOP PICK |
Luxottica LUX-N |
David Driscoll |
Growing at 25% a year. Tweet finance |
Price: $15.700 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Manulife Financial MFC-T |
David Driscoll |
A good safe stock for the portfolio Tweet finance |
Price: $42.170 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Magna Int'l. (A) MG-T |
Ray Steele |
Expects it to be a leader coming out of the downturn. At a good P/E ratio. Tweet finance |
Price: $66.860 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2001-02-28 | BUY |
Nordion Inc NDN-T |
David Driscoll |
Buy @ $20/25. Solid company and will grow. Tweet finance |
Price: $25.310 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | TOP PICK |
Nordion Inc NDN-T |
Ray Steele |
Not only value through their labs, but some exciting venture assets. Tweet finance |
Price: $25.310 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2001-02-28 | WAIT |
Nortel NT-T (Dead) |
David Driscoll |
Wait for things to settle down. Has to prove they can make money. Tweet finance |
Price: $28.500 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Nortel NT-T (Dead) |
Ray Steele |
A tremendous time to buy. Will be one of the first to recover. Tweet finance |
Price: $28.500 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2001-02-28 | TOP PICK |
Novo-Nordisk NVO-N |
David Driscoll |
Good earnings. Growing at 50% a year. Tweet finance |
Price: $99.500 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Novatel Wireless Inc NVTL-Q |
Ray Steele |
Can't understand why the price is down. Good company. Have cash. Tweet finance |
Price: $5.000 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2001-02-28 | BUY |
Paychex PAYX-Q |
David Driscoll |
High P/E because they have no debt and a lot of cash. When P/E drops below 60, he starts to buy again. Good growth (25% range) Tweet finance |
Price: $39.938 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Power Financial Corp PWF-T |
David Driscoll |
A good safe stock for the portfolio Tweet finance |
Price: $33.400 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Royal Bank RY-T |
David Driscoll |
Merger factors already taken into account in the price of stocks, but banks grow 10/15% a year Tweet finance |
Price: $46.850 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | DON'T BUY |
Sherritt International Corp. S-T |
David Driscoll |
Thin trading becauseof political factors. . (Not into resources.) Tweet finance |
Price: $4.250 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Stelco Inc STE-T (Dead) |
Ray Steele |
Trading at less than the value of their assets. Steel should bottom soon. Tweet finance |
Price: $3.490 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2001-02-28 | BUY |
STMicroelectronics STM-N |
David Driscoll |
Prefers this over Mitel Tweet finance |
Price: $31.400 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | WAIT |
Telus Corp T-T |
David Driscoll |
Will be under a lot of earning pressure because of debt load from Clearnet acquisition. Long run OK, but will suffer for the next 3/4 quarters Tweet finance |
Price: $37.600 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | BUY |
Toronto Dominion TD-T |
David Driscoll |
TD is their #1 choice. Merger factors already taken into account in the price of stocks, but TD grows about 18% a year Tweet finance |
Price: $41.010 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | DON'T BUY |
Verizon Communications VZ-N |
David Driscoll |
A lot of competition. Tweet finance |
Price: $49.500 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-28 | DON'T BUY |
Zarlink ZL-T (Dead) |
David Driscoll |
Prefers STMicroelectronics Tweet finance |
Price: $12.620 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2001-02-27 | DON'T BUY |
A Comment -- General Comments From an Expert A Commentary |
David Baskin |
Was up for sale, but no buyers, so company is selling off assets. Probably a bit of upside, but not their favourite. Tweet finance |
Price: $3.220 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | DON'T BUY |
A Comment -- General Comments From an Expert A Commentary |
David Baskin |
Good company, but expects palladium prices to decline. Tweet finance |
Price: $14.050 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | TOP PICK |
Aracruz Celulose ARA-N (Dead) |
David Baskin |
Good assets and will be expanding. Tweet finance |
Price: $13.800 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | BUY |
Aur Resources AUR-T (Dead) |
David Baskin |
Small company. Expect copper to rise. Share price won't rise as fast as a larger company's. Tweet finance |
Price: $2.040 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | TOP PICK |
Bombardier Inc (B) BBD.B-T |
Fred Sturm |
Backlog of jet and rail car orders for 2 years Tweet finance |
Price: $21.620 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | TOP PICK |
Compania Minas Buenaventu BVN-N |
David Baskin |
Excellent ore body Tweet finance |
Price: $16.330 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Breakwater Resources BWR-T (Dead) |
David Baskin |
Small company. Expect zinc to rise. Share price won't rise as fast as a larger company's. This company doesn't own a smelter and treatment costs are rising Tweet finance |
Price: $1.150 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | BUY |
Canadian Natural Rsrcs CNQ-T |
David Baskin |
Leader in the business. Will grow for many years. Tweet finance |
Price: $43.800 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Claude Resources CRJ-T |
David Baskin |
A jr. Too small, unless you own a basket of jrs. Tweet finance |
Price: $0.700 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Cinram CRW.UN-T (Dead) |
Fred Sturm |
A speculative buy Tweet finance |
Price: $2.360 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Dofasco DFS-T |
Fred Sturm |
Auto downturn, US government import restrictions, dumping Tweet finance |
Price: $24.300 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | BUY |
CHC Helicopters (A) FLY.A-T |
Fred Sturm |
Likes the oil sector service. Tweet finance |
Price: $12.500 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Gillette Co G-N |
Fred Sturm |
Management has stumbled. Tweet finance |
Price: $32.700 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Corning Inc GLW-N |
Fred Sturm |
Sentiment on fibre is too negative Tweet finance |
Price: $28.650 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Home Depot HD-N |
Fred Sturm |
Spending down, so a recession would make it worse Tweet finance |
Price: $44.600 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | BUY |
Harry Winston Diamond Corp. HW-T (Dead) |
David Baskin |
A fan Tweet finance |
Price: $12.000 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Kellog K-N |
Fred Sturm |
Stodgy, old fashioned. Won't be a world beater. Tweet finance |
Price: $26.360 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Kinross Gold K-T |
Fred Sturm |
Doesn't believe gold will go up. Have lost on 14 of 16 quarters Tweet finance |
Price: $0.890 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | BUY |
Loblaw Companies Ltd L-T |
Fred Sturm |
Well managed company. At a discount. Tweet finance |
Price: $48.950 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | BUY |
McDonalds MCD-N |
Fred Sturm |
If US$ weakens, they'll have a good move up. Tweet finance |
Price: $30.050 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | BUY |
Medtronic Inc MDT-N |
Fred Sturm |
Has dropped from their highs. Tweet finance |
Price: $51.930 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | BUY |
Inco N-T |
David Baskin |
Inventory levels are tighter. If no recession, then demand for metals will go up. Great assets. Tweet finance |
Price: $27.000 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Nortel NT-T (Dead) |
Fred Sturm |
Sentiment on fibre is too negative Tweet finance |
Price: $27.950 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | TOP PICK |
Precision Drilling PD-T |
Fred Sturm |
Likes the oil sector service. Tweet finance |
Price: $64.370 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | STRONG BUY |
Patheon PTI-T |
Fred Sturm |
Loves this company. 60% compound growth over the last 5 years Tweet finance |
Price: $12.950 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Rogers Communcations (B) RCI.B-T |
Fred Sturm |
Waiting for them to make money. Too volatile. Tweet finance |
Price: $23.900 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Royal Group Tech. RYG-T (Dead) |
Fred Sturm |
Management problems. Recession will be a problem. Tweet finance |
Price: $25.500 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | WAIT |
Sherritt International Corp. S-T |
Fred Sturm |
Luscar bid is a smart move. (Doesn't follow this stock.) Tweet finance |
Price: $4.200 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | BUY |
Talisman Energy TLM-T |
David Baskin |
Good global assets. Very strong track record. Sudan is a political problem, but expect that will b resolved. In the meantime, they are making a lot of money. Tweet finance |
Price: $55.000 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | BUY |
Sino-Forest Corp TRE-T |
David Baskin |
Have had a good growth. Price could double or triple instantly. Tweet finance |
Price: $1.210 Subject: NORTH AMERICAN - LARGE Bias: BEARISH Owned: Unknown |
| 2001-02-27 | DON'T BUY |
Walgreen Co WAG-N |
Fred Sturm |
Well managed company. Mail order drugs are cutting into their business. Tweet finance |
Price: $44.210 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-27 | TOP PICK |
Westaim Corp WED-X |
Fred Sturm |
Highly undervalued. Tweet finance |
Price: $8.700 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: 259 Owned: Unknown |
| 2001-02-26 | WAIT |
BlackBerry BB-T |
Brendan Caldwell |
Good recent contract which will move them out more on the global market. No rush until tech downturn is over. Tweet finance |
Price: $69.600 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2001-02-26 | DON'T BUY |
BlackBerry BB-T |
Gavin Graham |
A real company with a real product. Which company will come out on top on the next generation. Volatile. Tweet finance |
Price: $69.600 Subject: NORTH AMERICAN - LARGE Bias: 21 Owned: Unknown |
| 2001-02-26 | BUY |
Bombardier Inc (B) BBD.B-T |
Brendan Caldwell |
Always has a run up and then levels off. Treat it as a buying opportunity. Tweet finance |
Price: $22.330 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2001-02-26 | TOP PICK |
Bombardier Inc (B) BBD.B-T |
Gavin Graham |
A good lead time on its contracts. Tweet finance |
Price: $22.330 Subject: NORTH AMERICAN - LARGE Bias: 21 Owned: Unknown |
| 2001-02-26 | BUY |
BCE Inc. BCE-T |
Brendan Caldwell |
Likes. Good assets that they will be spinning off. Tweet finance |
Price: $40.250 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2001-02-26 | WAIT |
Celestica Inc CLS-T |
Brendan Caldwell |
Share price has survived better than other techs, Expect tech fears will hit this stock too. Tweet finance |
Price: $82.000 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2001-02-26 | TOP PICK |
Canadian National R.R. CNR-T |
Gavin Graham |
Good growth. Earnings growth about 13/15%. PE = 13 Tweet finance |
Price: $57.600 Subject: NORTH AMERICAN - LARGE Bias: 21 Owned: Unknown |