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Keith Graham
Vice President and Portfolio Manager at Aim Investments
Member since: Dec '00 · 77 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Keith Graham
BUY
Well run. A lot of cash flow. Good dividend.
investment companies
funds
DON'T BUY
Has a liquidity problem. Could eventually be consolidated. Good base of fibre optics.
Telecommunications
DON'T BUY
A low margin business. Has grown well. Spending more cash than they are generating. Getting close to good value.
biotechnology
pharmaceutical
TOP PICK
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
Has a business that will work. Overpriced.
electrical
electronic
TOP PICK
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.
DON'T BUY
Doesn't like oil/gas in royalty trusts because of declining asset base.
oil
gas
DON'T BUY
Doesn't see a long term upside in their product.
electrical
electronic
DON'T BUY
Questions the business model.
electrical
electronic
BUY
In a hostile takeover bid in US. Sector near the bottom. A high quality company.
misc industrial products
DON'T BUY
Good quality stocks, but fully valued now.
banks
DON'T BUY
Good quality stocks, but fully valued now.
banks
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