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Brian Dawson
Portfolio Manager at McLean Budden
Member since: Jan '01 · 67 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Brian Dawson
DON'T BUY
Streched balance sheet. Has a lot of pension liability.
Consumer Products
$5.300
Unknown
WAIT
Stabilizing now. Well positioned going forward. Will probably rest for a while.
Telecommunications
BUY
Building good backlog. At a good price.
consulting
BUY
Would consider at a lower level.
lodging
WEAK BUY
A very low price.
electrical / electronic
HOLD
Good product. Outsourcing is increasing.
electrical / electronic
DON'T BUY
Good dividend yield. A little high.
electrical / electronic
DON'T BUY
Not a fan of this stock. Needs a recovery in PC's and server sectors.
electrical / electronic
BUY
Well managed. If pulp prices turn, there should be a highr stock price.
pulp trust
PAST TOP PICK
(Was a top pick on Nov 27/01. Down 6%.) Sold out at higher prices.
department stores
PAST TOP PICK
(Was a top pick on Nov 27/01. Down 17%.)Incredibly cheap. Newsprint prices didn't go up.
west coast forestry
PAST TOP PICK
(Was a top pick on Nov 27/01. Up 1.8%.) Still holds. Good price now.
publishing / printing
WEAK BUY
A poor sector for profits. Could use as atrade.
Unknown
HOLD
Fairly valued now. Long term looks good.
insurance
HOLD
No longer cheap. Wait to see how Brazil works out.
Unknown
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