CASH (CASH)
BUY
US Cash – everyone should have some component of US cash. For diversification and to offset inflation.
David DriscollOwned
0
TOP PICK
Looking at really difficult times in the market. US have got huge problems. Banking situation is more serious than people realize. Fed’s balance sheet is starting to look worse than CitiGroup’s (C-N) as they are exchanging treasuries for garbage mortgages.
John StephensonOwned
0
TOP PICK
(A Top Pick Aug 9/07.) Expects to see market leadership unfold over the next few weeks.
David BurrowsOwned
0
TOP PICK
Facing an unprecedented challenge right now with the global financial system. All of the countries have been working to try and shore up the US financial system. Thinks the problem is far greater than we are being led to believe.
John StephensonOwned
0
TOP PICK
It is getting increasingly difficult to buy companies that he has confidence in. You can put your cash in T-bills or bank paper.
Ross HealyOwned
0
TOP PICK
(A Top Pick Aug 9/07.) He is probably 75% cash right now. When the market terms, it won't go straight up so take your time to see what is real before stepping back in.
David BurrowsOwned
0
PAST TOP PICK
TOP PICK
(A Top Pick July 26/07.) Had seen storm clouds on the horizon a year ago. Again cautious on the market. (This is his 1st and 2nd Top Picks.)
Robert McWhirterOwned
0
PAST TOP PICK
PAST TOP PICK
WATCH
Canadian Dollar, commodity prices will stay firm, so Canadian dollar will also stay firm. Suggests using Canadian dollar to buy international assets.
US dollar continues to have problems, longer term trend is it's heading lower.
David BurrowsOwned
0
TOP PICK
With what is going on in the US, it is mind-boggling that the market has held in so well. Worst is not over yet. Bullish on resource stocks, particularly energy and oil, he thinks there will be a pullback once more bad news comes in the 2nd quarter when 1st quarter earnings start getting announced. That will be an opportunity to start picking away at some great quality Canadian energy names.
John StephensonOwned
0
TOP PICK
He is about 30% cash across his resource funds. He is looking at weakening oil prices through the 2nd and 3rd quarters and wants to be in a better position to buy when oil prices are weaker. Also sees volatility in the general market playing havoc with base metal stocks.
Dennis da SilvaOwned
0
TOP PICK
He runs at about 40% cash on the high-end to about 15% on the low end. Thinks there will be continued volatility and the market leadership is still emerging, so you have to pick your spots.
David BurrowsOwned
0
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