Jack Cook
Member since: Apr '01
Vice President and Portfolio Manager at
Scotia Cassels
Scotia Cassels
84 Opinions
Latest Top Picks
Great reserves. A core holding.
Has been oversold. Likes their Great West Life and Investors Group assets.
Has held up well. Good management. Earnings have held up.
Has had earnings even in poor times. Outlook for nickel is good.
Stable income flow. Good management. Grade A leases.
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Opinion
Expert
Chart
DON'T BUY
DON'T BUY
Slower growth and cyclical.
Telecommunications
TOP PICK
TOP PICK
Good assets.
finance/leasing
WAIT
WAIT
April 17, 2001
Great operators. Will make money where others can't. Pulp is in a bad state right now.
Great operators. Will make money where others can't. Pulp is in a bad state right now.
east coast forestry
DON'T BUY
DON'T BUY
Not a fan. Great product, but too high a multiple.
electrical/electronic
DON'T BUY
DON'T BUY
Great company, but expensive.
transportation equip & components
TOP PICK
TOP PICK
April 17, 2001
Earnings will be good. Doubling production later this year. Lots of reserves.
Earnings will be good. Doubling production later this year. Lots of reserves.
integrated oils
DON'T BUY
DON'T BUY
Valuations are too high.
electrical/electronic
DON'T BUY
DON'T BUY
Their underwriting costs have been too high.
insurance
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