Latest Top Picks

Stock Opinions by Jim Doak

TOP PICK

US retailer that competes with J. C. Penney and Macy’s. Been struggling lately. Tries to buy companies when they are going through a bit of a rough patch because she can pick them up at a pretty cheap price. Trading at less than 10X earnings. Management is aware of where they need to improve. December 2012 same-store sales were up 3.5%. Dividend of 3.02%.

DON'T BUY
A bit expensive. Expect it to run out of steam.
WEAK BUY
Bad corporate governance.
TOP PICK
Has been oversold. Cheap.
BUY ON WEAKNESS
Expects oil to stabilize in mid $20's. Market has priced oil stocks under this amount.
DON'T BUY
Not a fan of management.
DON'T BUY
Doesn't like the outlook for the industry.
DON'T BUY
Too expensive. Poor assets.
TOP PICK
Cheap. Bad corporate governance. Good high quality asset mix.
DON'T BUY
Low margins. Worth $12/15.
TOP PICK
Expects US $ to drop which would give an enormous earnings boost to Cdn. commodities.
BUY
Likes the company and the new CEO. Too much capacity, but has good electricity assets.
BUY ON WEAKNESS
Would have a temporary drop in case of an Iraq war.
BUY
Has a long reserve life.
DON'T BUY
Has a narrow based asset. Not a favourite trust.
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