|
WAIT |
JAVA-Q (Dead) |
Sun Microsystems |
Market Call Tonight (BNN TV) |
2001-05-28 |
$20.470 |
Figures coming out soon. Prefers Microsoft. |
|
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
WAIT |
JNPR-N |
Juniper Networks |
Market Call Tonight (BNN TV) |
2001-05-28 |
$52.160 |
Likes. Next quarter or two may be a problem. Excellent product. |
|
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
DON'T BUY |
KKD-N |
Krispy Kreme |
Market Call Tonight (BNN TV) |
2001-05-28 |
$73.550 |
Good franchise and lots of room for growth, but too expensive. |
|
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
DON'T BUY |
MEC.A-T |
Magna Entertainment (A) |
Market Call (BNN TV) |
2001-05-28 |
$9.900 |
May be a little rich now. |
100 |
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
BUY |
MG-T |
Magna Int'l. (A) |
Market Call (BNN TV) |
2001-05-28 |
$91.250 |
Still trailing U.S. counterparts. |
12.5 |
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
STRONG BUY |
MSFT-Q |
Microsoft |
Market Call Tonight (BNN TV) |
2001-05-28 |
$70.910 |
Good performer. New products. Expect government suit will be settled soon. |
100 |
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
BUY |
NBD-T |
Norbord Inc. |
Market Call (BNN TV) |
2001-05-28 |
$8.100 |
Good dividend. Has been stagnant. |
10 |
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
DON'T BUY |
NT-T (Dead) |
Nortel |
Market Call (BNN TV) |
2001-05-28 |
$22.590 |
Haven't had very good guidance. There's still an inventory concern. |
|
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
WAIT |
ORCL-Q |
Oracle |
Market Call Tonight (BNN TV) |
2001-05-28 |
$16.510 |
Pretty rich now. Wait until after the quarter figures. |
|
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
TOP PICK |
PFE-N |
Pfizer Inc |
Market Call Tonight (BNN TV) |
2001-05-28 |
$41.860 |
Least amount of patent expiry. Have some good new product launches. Good pipeline. |
|
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
BUY |
QLT-T |
QLT Inc |
Market Call (BNN TV) |
2001-05-28 |
$33.750 |
Has a good drug. Long term hold. |
|
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
DON'T BUY |
RSAS-Q |
RSA Security |
Market Call Tonight (BNN TV) |
2001-05-28 |
$30.800 |
Revenue/accounting issues. |
|
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
BUY |
RY-T |
Royal Bank |
Market Call (BNN TV) |
2001-05-28 |
$49.450 |
Good mngmnt. Good job done on wealth mngmnt. |
58 |
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
TOP PICK |
S-T |
Sherritt International Corp. |
Market Call (BNN TV) |
2001-05-28 |
$5.350 |
Likes very much. Good diversification. |
7 |
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
DON'T BUY |
SVN-T |
724 Solutions |
Market Call (BNN TV) |
2001-05-28 |
$15.650 |
Likes their business, but a little too high in valuation. |
|
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
HOLD |
T-T |
Telus Corp |
Market Call (BNN TV) |
2001-05-28 |
$35.150 |
Fully valued at this point. |
40 |
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
DON'T BUY |
TLC-T |
TLC Laser Eye Centres |
Market Call (BNN TV) |
2001-05-28 |
$8.250 |
Starting to recover, but is fully valued now. |
|
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
BUY |
WCOEQ-Q |
WorldCom |
Market Call Tonight (BNN TV) |
2001-05-28 |
$18.150 |
Long distance pricing is firming up. Stock price should improve. |
|
Noah Blackstein, B.A., CFA |
US & GLOBAL LARGE CAP |
BULL |
Unknown |
View |
|
BUY |
WED-X |
Westaim Corp |
Market Call (BNN TV) |
2001-05-28 |
$9.400 |
To have a flat panel TV screen in 2002. |
|
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
DON'T BUY |
ZL-T (Dead) |
Zarlink |
Market Call (BNN TV) |
2001-05-28 |
$14.500 |
Long term is good, but short term has to catch up with its valuation. |
|
Bruce Campbell |
CANADIAN LARGE (VALUE) |
BULL |
Unknown |
View |
|
BUY |
A Commentary |
A Comment -- General Comments From an Expert |
Market Call Tonight (BNN TV) |
2001-05-25 |
$9.850 |
Poised well for a recovery if economy takes off and fuel costs drop. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
DON'T BUY |
A Commentary |
A Comment -- General Comments From an Expert |
Market Call Tonight (BNN TV) |
2001-05-25 |
$11.300 |
Has to raise cash. Losing out to competition. Good backing. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
TOP PICK |
ACM.A-T |
Astral Media |
Market Call Tonight (BNN TV) |
2001-05-25 |
$44.000 |
Good assets. Good specialty channels. Long term. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
WAIT |
AT-T (Dead) |
Alcatel |
Market Call Tonight (BNN TV) |
2001-05-25 |
$43.400 |
In a high growth sector. Buying Lucent is a mistake. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
WAIT |
BRA-T |
Biomira |
Market Call Tonight (BNN TV) |
2001-05-25 |
$12.640 |
Taking a long time to get to market. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
BUY |
BRK.B-N |
Berkshire Hathaway Inc. (B) |
Market Call (BNN TV) |
2001-05-25 |
$22.600 |
Good numbers. Over 30% earnings growth. Book value = $45,000 |
24000 |
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
CLS-T |
Celestica Inc |
Market Call (BNN TV) |
2001-05-25 |
$86.750 |
Likes the manufacturing side. Good diversification. Slim margins |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
COST-Q |
Costco Wholesale |
Market Call (BNN TV) |
2001-05-25 |
$37.600 |
Weathering slowdown well. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
DSG-T |
Descartes |
Market Call Tonight (BNN TV) |
2001-05-25 |
$30.000 |
Likes. Beat the street. Valuation a little high. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
DON'T BUY |
ERIC-Q |
Ericsson LM Telephone |
Market Call Tonight (BNN TV) |
2001-05-25 |
$6.860 |
Prefers Nokia as better competition. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
BUY |
F-N |
Ford Motor |
Market Call (BNN TV) |
2001-05-25 |
$24.740 |
Will recover. Very strong company. May be a good low. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
STRONG BUY |
FFH-T |
Fairfax Financial |
Market Call (BNN TV) |
2001-05-25 |
$225.750 |
Book Value $260.00. Good price/company. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
DON'T BUY |
HML-T |
Hemosol |
Market Call Tonight (BNN TV) |
2001-05-25 |
$15.900 |
Better to own it through MDS |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
TOP PICK |
IRM-N |
Iron Mountain |
Market Call (BNN TV) |
2001-05-25 |
$40.320 |
Big cash flow. Big contracts. Cheap stock. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
WEAK BUY |
MFC-T |
Manulife Financial |
Market Call (BNN TV) |
2001-05-25 |
$41.960 |
Not a lot of upside left. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
PAST TOP PICK |
MMC-N |
Marsh & McLennan |
Market Call (BNN TV) |
2001-05-25 |
$108.250 |
(Was a top pick on Aug 3/00 down 9%) A believer for the long haul. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
NDN-T |
Nordion Inc |
Market Call Tonight (BNN TV) |
2001-05-25 |
$22.800 |
Good way to invest in bio techs. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
BUY |
NOK-N |
Nokia |
Market Call Tonight (BNN TV) |
2001-05-25 |
$31.610 |
Outdoing competition. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
DON'T BUY |
NT-T (Dead) |
Nortel |
Market Call (BNN TV) |
2001-05-25 |
$22.680 |
Can't see free cash flow. Volatile. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
PCA-T |
Petro-Canada |
Market Call Tonight (BNN TV) |
2001-05-25 |
$42.950 |
Good downstream profits from gas stations. Pretty good spice. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
BUY |
PFE-N |
Pfizer Inc |
Market Call Tonight (BNN TV) |
2001-05-25 |
$41.860 |
Always expensive, but a good pipeline. Long term. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
DON'T BUY |
QLT-T |
QLT Inc |
Market Call Tonight (BNN TV) |
2001-05-25 |
$33.740 |
A one trick pony. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
TOP PICK |
RX-N |
IMS Health Inc |
Market Call (BNN TV) |
2001-05-25 |
$28.990 |
Controls 80% of their field. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
RY-T |
Royal Bank |
Market Call (BNN TV) |
2001-05-25 |
$49.470 |
Solid numbers |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
SBL-T |
Siebel Systems |
Market Call Tonight (BNN TV) |
2001-05-25 |
$80.730 |
Good product. Valuation will stay high. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
TOP PICK |
SCHW-Q |
Charles Schwab |
Market Call (BNN TV) |
2001-05-25 |
$20.800 |
Good franchise in trading/wealth management. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
PAST TOP PICK |
SLF-T |
Sunlife Financial |
Market Call (BNN TV) |
2001-05-25 |
$34.650 |
(Was a top pick on Aug 3/00 up 38%) Likes their MFS (mutual funds) |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
WEAK BUY |
SU-T |
Suncor Energy Inc |
Market Call Tonight (BNN TV) |
2001-05-25 |
$42.200 |
A little pricey, but a good long term hold. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
BUY |
TD-T |
Toronto Dominion |
Market Call (BNN TV) |
2001-05-25 |
$40.350 |
Solid numbers |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
BUY |
TD-T |
Toronto Dominion |
Market Call Tonight (BNN TV) |
2001-05-25 |
$40.350 |
Has the best US exposure. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
PAST TOP PICK |
TEVA-N |
Teva Pharmaceutical |
Market Call (BNN TV) |
2001-05-25 |
$58.000 |
(Was a top pick on Aug 3/00 up 1.3%) Still likes and still buying. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
TOP PICK |
TLM-T |
Talisman Energy |
Market Call Tonight (BNN TV) |
2001-05-25 |
$61.000 |
Good international assets. Good potential. 3 1/2 X cash flow. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
DON'T BUY |
TUN-T |
Tundra Semiconductor |
Market Call Tonight (BNN TV) |
2001-05-25 |
$24.500 |
Will have a tough 9/12 months. Orders are down and has a high valuation. |
|
John Zechner |
NORTH AMERICAN - LARGE |
BULL |
Unknown |
View |
|
DON'T BUY |
WCOEQ-Q |
WorldCom |
Market Call (BNN TV) |
2001-05-25 |
$18.150 |
Difficult to evaluate. |
|
Jonathen Wellum, B. Comm, B. Sc |
NORTH AMERICAN - LARGE |
CAUTIOUS |
Unknown |
View |
|
DON'T BUY |
A Commentary |
A Comment -- General Comments From an Expert |
Market Call Tonight (BNN TV) |
2001-05-24 |
$10.070 |
High oil costs and dissatisfied customers. |
|
David Driscoll |
NORTH AMERICAN - LARGE |
CAUTIOUSLY OPTIMISTIC |
Unknown |
View |
|
DON'T BUY |
AL-T (Dead) |
Alcan Aluminum |
Market Call (BNN TV) |
2001-05-24 |
$68.990 |
Base metals are at their valuation highs now. |
|
Rob Callander |
NORTH AMERICAN - LARGE |
BEARISH |
Unknown |
View |
|
BUY |
ANF-N |
Abercrombie & Fitch |
Market Call (BNN TV) |
2001-05-24 |
$41.750 |
If it breaks through $37, SELL. |
|
Rob Callander |
NORTH AMERICAN - LARGE |
BEARISH |
Unknown |
View |
|
BUY on WEAKNESS |
ATY-T (Dead) |
ATI Technologies |
Market Call (BNN TV) |
2001-05-24 |
$11.350 |
Very volatile. |
|
Rob Callander |
NORTH AMERICAN - LARGE |
BEARISH |
Unknown |
View |
|
TOP PICK |
BAM.LV.A-T |
Brascan Corporation |
Market Call (BNN TV) |
2001-05-24 |
$27.050 |
Likes the component parts. |
31 |
Rob Callander |
NORTH AMERICAN - LARGE |
BEARISH |
Unknown |
View |
|
DON'T BUY |
BB-T |
BlackBerry |
Market Call (BNN TV) |
2001-05-24 |
$58.270 |
Expects PDA's will suffer from competition. |
|
Rob Callander |
NORTH AMERICAN - LARGE |
BEARISH |
Unknown |
View |