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John McColl
Equity Mngr at Scotia McLeod
Member since: Feb '01 · 163 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by John McColl
WAIT
Should survive. Let things settle out a bit.
transportation equip & components
$4.970
Unknown
TOP PICK
Buy for the dividend yield. New management has been reorganizing.
telephone utilities
BUY
Although China is starting to export aluminum, it is not a concern. Very efficient. Good price.
integrated mines
TOP PICK
Paying 5.34% dividend. Could trade lower. Buy on dips.
Unknown
BUY
Has done well. At a good level now.
Unknown
WEAK BUY
Owns a little bit, just in case it takes off. Very speculative.
misc industrial products
TOP PICK
Will do well when the market turns. Very cheap. 4% dividend.
banks
DON'T BUY
Have to wait for market to turn. Expect they will be more of a 2004 story rather than 2003.
transportation equip & components
BUY
Gas prices are improving. Cheap. Could be a takeover.
oil / gas
DON'T BUY
Will be late this year before youi start to see any recovery. A good long term holding
Telecommunications
DON'T BUY
Extremely volatile. Very speculative. Watch.
electrical / electronic
TOP PICK
A reasonable value below $15. Less than 20 X earnings.
transportation equip & components
WATCH
Cleaning things up. May have to do an equity financing.
transportation equip & components
DON'T BUY
Not a fan
computer software / processing
DON'T BUY
Prefers TD. More affected by capital markets.
banks
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