Latest Top Picks

Stock Opinions by Keith Graham

BUY
IGM Financial Inc.
Well run. A lot of cash flow. Good dividend.
investment companies / funds
DON'T BUY
Nortel AS
Has a liquidity problem. Could eventually be consolidated. Good base of fibre optics.
Telecommunications
DON'T BUY
Patheon
A low margin business. Has grown well. Spending more cash than they are generating. Getting close to good value.
biotechnology / pharmaceutical
TOP PICK
Sleeman
Has grown their sales and earnings. Well managed. Good price. 10 X cash earnings and 7 X cash flow.
breweries / beverages
DON'T BUY
Large write off on their books. Weak cash flow.
transportation equip & components
DON'T BUY
JDS Uniphase
Has a business that will work. Overpriced.
electrical / electronic
TOP PICK
Harte-Hanks Inc
A leader in its sector. No debt. A lot of cash flow.
Advertising Agencies
DON'T BUY
High quality. Expensive and economically sensitive.
lodging
DON'T BUY
In a lot of trouble. Will have to be restructured.
Unknown
DON'T BUY
Enerplus Corp
Doesn't like oil/gas in royalty trusts because of declining asset base.
oil / gas
DON'T BUY
BlackBerry
Doesn't see a long term upside in their product.
electrical / electronic
DON'T BUY
Celestica Inc
Questions the business model.
electrical / electronic
BUY
Weyerhaeuser
In a hostile takeover bid in US. Sector near the bottom. A high quality company.
misc industrial products
DON'T BUY
Bank of Montreal
Good quality stocks, but fully valued now.
banks
DON'T BUY
Bank of Nova Scotia
Good quality stocks, but fully valued now.
banks
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