Pierre Bernard
Member since: Feb '01
Vice President of Canadian Equities at
Industrial Alliance Fund Management

Latest Top Picks

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.
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.
Talking of splitting into 2 companies. Oil and natural gas, which will make them stronger. He likes this.
(A Top Pick Nov 23/05. Up 130% at the point that Rio Tinto (RTP-N) acquired it.
(A Top Pick Nov 23/05. Up 53% at the point it was acquired.)