Pat McHugh

Analysts have been cutting their estimates by fairly sharp amounts. If you have well diversified portfolio, Hold otherwise Sell.

Has been dropping lately, mostly because of the BCE preferreds. Since March, 10-year Canada's are up about 40 basis points and 30-year are up about 25 or 30. Owning this one for income is fine.

When analysts are cutting estimates, do not average down. Wouldn't touch this one with a 10-foot pole.

One of the very few mining companies that have negative estimate revisions. Would prefer others.

Wouldn't touch any gold mine right now. There’s a disconnect between gold bullion and gold stocks. Gold bullion in terms of Cdn$ is down about 5% in the last 3 months, while gold stocks are down about 17%.

Had negative estimate revisions. Sold his holdings.

Involved with high-risk insurance. Has been having some problems. Recently had a quarter with a negative earnings surprise.

Zinc manufacturer. Prospects for zinc are very good. A good stock for the long run. Illiquid stock. If they should miss on any earnings, there will be a big risk.

Broad diversification across any metal. Very cheap. Very profitable.

ROE of 24%. Up steadily and consistently at 17% from the bottom of this cycle. Have problems with insurance and assets in the US, but these are fixable. They will continue to increase dividends.

New management made some good positive moves. Slight dividend increase of 3%, which indicates they are rebuilding their tier one capital. 10% share buyback.

This will stay an income trust until 2011. Very profitable with about 35% ROE. Expect distribution increases in the mid-to high teens.

Short term is quite negative. Ranks very poorly on his quant screens. Has had significant negative earnings surprises.

Has taken a hit recently because of its energy trading division. Has been oversold. Yields about 3.9%. Need to see the new CEO start to put together new situations. Only a Buy for the yield.

Relative to its peer group, this is attractively valued and has better earnings predictability.