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Stock Opinions by Pierre Bernard

TOP PICK
Great company. There have been improvements in margins, all-time high in order books and improving their debt. Possibly start paying dividends because of their large cash flow.
transportation equip & components
TOP PICK
Even though he is not a momentum person, this is a momentum play. Likes the business model and how they have installed their subscriber base globally. Penetration rate for this type of product is very interesting. Likes to buy on weakness.
electrical / electronic
TOP PICK
Talking of splitting into 2 companies. Oil and natural gas, which will make them stronger. He likes this.
oil / gas
PAST TOP PICK
(A Top Pick Nov 23/05. Up 130% at the point that Rio Tinto (RTP-N) acquired it.
integrated mines
PAST TOP PICK
(A Top Pick Nov 23/05. Up 53% at the point it was acquired.)
lodging
PAST TOP PICK
(A Top Pick Nov 23/05. Down 6%.) Still likes.
Cable
BUY
Good benchmark of what you need to do if you believe in worldwide growth.
non-base metal mining
PARTIAL SELL
If he owned, he would lighten up at this time. There are still question marks on this company. New management has been pretty clear on what they intend to do with the company. There are uncertainties around their plans.
oil / gas
BUY
Would recommend holding this is a core position in your portfolio. This is one that he would not trade. Very impressed with the performance of this company.
food processing
BUY
Gold prices are too low and holding it acts as an insurance policy in your portfolio. This company should benefit when they go up.
precious metals
SELL
Q: - Why is it selling at 22X earnings versus Petro Canada (PCA-T) at 8X earnings? A: - Because of quality of assets and their oil sands reserves as well as the results by both companies and the perception by investors. He feels that now is the time to be selling energy stocks, which would include both of these companies.
integrated oils
BUY
He assumes that the deal has a probability of success greater than 50% at $42.75. There could be glitches such as postponements, re-pricing or cancellation. If the latter, price could drop to $26 but would eventually recover to its true value of $32.
telephone utilities
COMMENT
Increase in stock relies on many factors including wireless business, where the Source license will go and also what happens to Bell Canada (BCE-T). If the BCE deal goes through, what will the new management have on the telecom landscape.
telephone utilities
BUY
Trading at 40X forward earnings and 3.3X price to book. Price/earnings on this type of company is not as important as others because it is a portfolio of activities. The company has done great things. A core holding you should have in your portfolio. 1.5% dividend yield.
management / diversified
BUY
Very attractive at the current price especially in this environment where there is a fight between Hewlett-Packard (HP-N) and IBM (IBM-N). Generates good cash flow.
consulting
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