Michelle Calpin
Member since: Mar '01
Vice President, U.S. Equities at
AIC Limited
AIC Limited
60 Opinions
Latest Top Picks
(Was a top pick on Mar 23 no change) A fan of pharmaceuticals and thinks this is the best. Goor R&D and sales.
Good assets. 6% dividend. Good valuation. 16 X earnings. Has growth potential.
(Was a top pick on Mar 23 up 6.7%) Still likes. Has been volatile. But thinks it has bottomed out.
Trading at a good multiple of 13/14. Great management. Good margins. Good potential.
In a slow down now, but has great long term prospects. Well diversified in financial areas.
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TOP PICK
TOP PICK
April 22, 2002
(Was a top pick on Mar 23 no change) A fan of pharmaceuticals and thinks this is the best. Goor R&D and sales.
Show full opinionHide full opinion
(Was a top pick on Mar 23 no change) A fan of pharmaceuticals and thinks this is the best. Goor R&D and sales.
biotechnology/pharmaceutical
TOP PICK
TOP PICK
April 22, 2002
Good assets. 6% dividend. Good valuation. 16 X earnings. Has growth potential.
Show full opinionHide full opinionGood assets. 6% dividend. Good valuation. 16 X earnings. Has growth potential.
investment companies/funds
BUY
BUY
Prefers over Ericcson. Dominant in the sector.
Telecommunications
DON'T BUY
DON'T BUY
April 22, 2002
Prefers Nokia. Questions visibilty and their need to issue more shares.
Show full opinionHide full opinionPrefers Nokia. Questions visibilty and their need to issue more shares.
Telecommunications
DON'T BUY
DON'T BUY
Slow growth. Walmart can be a competitor.
food processing
DON'T BUY
DON'T BUY
Too speculative.
Telecommunications
BUY
BUY
Good long term. Well established.
insurance
DON'T BUY
DON'T BUY
April 22, 2002
Very strong with big growth, but 39 P/E is too high. Has a lot of competition, eg Wal Mart, etc.
Show full opinionHide full opinionVery strong with big growth, but 39 P/E is too high. Has a lot of competition, eg Wal Mart, etc.
specialty stores
BUY
BUY
April 22, 2002
Very steady. Has a bumpy road to maintain its strong growth.
Show full opinionHide full opinionVery steady. Has a bumpy road to maintain its strong growth.
electrical/electronic
DON'T BUY
DON'T BUY
April 22, 2002
Very reasonable valuation. Patents are coming off. Prefers Pfizer.
Show full opinionHide full opinionVery reasonable valuation. Patents are coming off. Prefers Pfizer.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
April 22, 2002
Very reasonable valuation. Patents are coming off. Prefers Pfizer.
Show full opinionHide full opinionVery reasonable valuation. Patents are coming off. Prefers Pfizer.
biotechnology/pharmaceutical
BUY
BUY
April 22, 2002
In exciting sectors. Good cash. Expects it to turn strongly.
Show full opinionHide full opinionIn exciting sectors. Good cash. Expects it to turn strongly.
entertainment services
DON'T BUY
DON'T BUY
April 22, 2002
Too expensive. 60 X P/E. Up because it has a cult following.
Show full opinionHide full opinionToo expensive. 60 X P/E. Up because it has a cult following.
food services
DON'T BUY
DON'T BUY
April 22, 2002
Trading at reasonable values, but slow growth and competition.
Show full opinionHide full opinionTrading at reasonable values, but slow growth and competition.
food processing
BUY
BUY
April 22, 2002
Has done well. Good steady growth. A long term hold.
Show full opinionHide full opinionHas done well. Good steady growth. A long term hold.
food stores
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