| Date | Signal | Company | Expert | Opinion | Price |
|---|---|---|---|---|---|
| 0000-00-00 | TOP PICK |
Parex-Resources-Inc- PXT-T |
Don Lato | Recently released some drilling results with their end of August going up from 7000 BOE’s a day in July to almost 9300 a day. They are on their way to target of 14,000 by year-end. Operates in Colombia and Trinidad. Pretty good management. |
Price: $7.490 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 0000-00-00 | TOP PICK |
Tourmaline-Oil-Corp TOU-T |
Don Lato | Just did an equity issue at $33, which was well oversubscribed to fund exploration for next year to 565 million. Great management and great land position. |
Price: $33.620 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 0000-00-00 | TOP PICK |
Visa-Inc- V-N |
Don Lato | Historically traded at a premium multiple to MasterCard (MA-N) but now trades at a discount. Both are looking at 18%-19% growth in earnings. Trading at around 16X next year's earnings. Lots of growth potential. |
Price: $91.420 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2000-10-02 | TOP PICK |
Bank-of-Montreal BMO-T |
David Goodman | Probable best candidate for consolidation. Cheapest multiple of all the banks |
Price: $68.000 Subject: CANADIAN LARGE Bias: 21 Owned: Unknown |
| 2000-10-02 | TOP PICK |
Freddie-Mac FMCC-Q2 |
David Goodman | Low P/E |
Price: $55.000 Subject: CANADIAN LARGE Bias: 21 Owned: Unknown |
| 2000-10-02 | TOP PICK |
Timberwest-Forest TWF.UN-T (Dead) |
David Goodman | 10% per year dividends. Prices down now because of timber prices |
Price: $11.000 Subject: CANADIAN LARGE Bias: 21 Owned: Unknown |
| 2000-10-03 | TOP PICK |
Nordion-Inc NDN-T |
Ted Macklin | Strong cash flows- Likes their move into proteomics (protein analysis) for development of drugs |
Price: $30.000 Subject: CANADIAN LARGE Bias: CAUTIOUS on TECHS Owned: Unknown |
| 2000-10-03 | TOP PICK |
Thomson-Reuters-Corp TRI-T |
Ted Macklin | A conservative play in the internet |
Price: $57.000 Subject: CANADIAN LARGE Bias: CAUTIOUS on TECHS Owned: Unknown |
| 2000-10-04 | TOP PICK |
Aur-Resources AUR-T (Dead) |
Ray Steele | Likes the copper exposure. Lots of cash. An alternative to Noranda |
Price: $3.000 Subject: CANADIAN VALUE Bias: BULL on TECHNOLOGY Owned: Unknown |
| 2000-10-04 | TOP PICK |
BlackBerry BB-T |
Ray Steele | Expect demand to be very strong. Production being increased 5/6 times |
Price: $158.000 Subject: CANADIAN VALUE Bias: BULL on TECHNOLOGY Owned: Unknown |
| 2000-10-04 | TOP PICK |
Intrinsyc-Software-Inc ICS-T |
Ray Steele | Contracts with Ford and Seimens |
Price: $6.000 Subject: CANADIAN VALUE Bias: BULL on TECHNOLOGY Owned: Unknown |
| 2000-10-05 | TOP PICK |
A-Comment----General-Comments-From-an-Expert A Commentary |
Gordon Henderson | Acquisition of Masonite(?) Very positive |
Price: $11.000 Subject: CANADIAN SMALL (VALUE) Bias: 22 Owned: Unknown |
| 2000-10-05 | TOP PICK |
Dorel-Industries--A- DII.A-T |
Gordon Henderson | Profit warning due to transition change dropped share price 20% |
Price: $23.000 Subject: CANADIAN SMALL (VALUE) Bias: 22 Owned: Unknown |
| 2000-10-06 | TOP PICK |
Gennum GND-T (dead) |
David Driscoll | Tracking at 20 X earnings. A slowdown because of expansion. Normal growth is 25% but won't get back to this until spring |
Price: $13.000 Subject: CANADIAN LARGE Bias: CAUTIOUS on TECHS Owned: Unknown |
| 2000-10-06 | TOP PICK |
Intel INTC-Q |
David Driscoll | 25 X earnings which equals their growth rate. Buy in the $41 range |
Price: $40.000 Subject: NOT APPLICABLE Bias: 20 Owned: Unknown |