Latest Top Picks

Stock Opinions by Peter Arender, CFA

DON'T BUY
Cameco Corporation
Wouldn't get excited at these levels. Fundamental value is a little bit higher than what it's trading at now.
integrated mines
DON'T BUY
Transalta Corp
No growth in earnings and is flat lined in expectation of growth. Has dividends.
electrical / electronic
BUY ON WEAKNESS
Alcan Aluminum
Based on what it is earning right now, it is fully valued. Would buy 20/25% lower.
integrated mines
DON'T BUY
Oracle
Not seeing earnings growth. Not cheap.
computer software / processing
DON'T BUY
Toronto Dominion
Closer to the price that we would be selling at, not buying. By historical standards, this is the level where banks tend to top out. Fully valued.
banks
BUY
Not accompany you normally get excited about. Having been growing earnings like mad and not the best Co. out there, but at a good price..
Transportation
DON'T BUY
Power Corp
Feels that this company and Power Financial look quite expensive. Could have 20/25% down side.
mngmnt / diversified
DON'T BUY
Feels that this company and Power Financial look quite expensive. Could have 20/25% down side.
finance / leasing
DON'T BUY
Celestica Inc
Doesn't think the stock will be going up any time soon. Others in the sector have been improving their earnings but this one will be later.
electrical / electronic
BUY
Intel
At the beginning of the year, the stock looked overpriced. Has fallen by 30% and very close to be considered "not a bad buy".
computer parts mnfctr
BUY
CGI Group (A)
Looks interesting
consulting
BUY
Feels there's a big enough safety buffer between the present price and what it's worth based on earnings.
Unknown
DON'T BUY
Barrick Gold
Looks particularly expensive.
precious metals
WEAK BUY
Cognos
Has been doing a relatively well during this period of technology weakness. Good fundamentals.
computer software / processing
BUY
Inco
A wave of profit-taking has dropped a number of mining stocks. The global demand for base metals will probably last quite a while. The risk reward looks good.
integrated mines
Showing 1 to 15 of 197 entries