Latest Top Picks

Stock Opinions by Ian Hardacre

BUY
Suncor Energy Inc
Highest quality company in this sector. Good returns. Buy for the long term.
integrated oils
DON'T BUY
Nortel AS
It will be a long time before it turns around.
Telecommunications
DON'T BUY
They have an entrenched position in Canada with room to grow, but too high a multiple.
specialty stores
BUY
Trades at a discount to CNR with more room to cut costs.
Transportation
BUY
Good management.
Transportation
WEAK BUY
Royal Bank
Making good acquisitions in US. At fair value now. Should do well in any economic recovery.
banks
DON'T BUY
BlackBerry
Great product. Difficult stock to value.
electrical / electronic
BUY
Kraft Heinz Company
Will probably grow well. Good brands.
food processing
TOP PICK
Good performer. Management is well focused.
Unknown
TOP PICK
Quebecor World
It is the top company globally. Have restructured. Good value at this price.
publishing / printing
TOP PICK
Kimberly Clark
A lot of free cash flow. Good yield
misc consumer products
BUY
Talisman Mining Ltd
If Sudan goes, stock will rise $5/6.
oil / gas
DON'T BUY
Good company. Too high a valuation.
transportation equip & components
DON'T BUY
BCE Inc.
Too high a multiple.
telephone utilities
BUY
Telus Corp
Market has overreacted and stock has dropped too far.
telephone utilities
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