DON'T BUY
Increasing competition. Prefers up & coming companies
DON'T BUY
Trading 30 X earnings. Prefers up & coming companies
BUY
Good mngmnt. Like their underlying business. Long term hold. Probably their favourite finance.
BUY
Good mngmnt. Like their underlying business. Long term hold.
DON'T BUY
Not growing organically. Stock rising based on possible takeover.
PAST TOP PICK
(Was a top pick on Dec 24 down 8%) Down because of TD Waterhouse and loan concerns. Well positioned in retail section.
BUY
Likes better than BMO
BUY
Likes better than BMO
DON'T BUY
Difficult to put a value on it. Erratic numbers from management.
DON'T BUY
Because of size, it doesn't grow at a fast pace. Competition. Not interested.
STRONG BUY
Favourite US financial. Good retention of clients. No debt issues.
BUY
Has had a drop and expect its near the bottom. Should be looking for an upside in the near future.
HOLD
Watching their divisions (e.g. rolling stock) to see if they can start making income. Aerospace has 50% of its market, so doubt if this can expand much more. Foray into financial services has cost them money and they have not managed it well.
DON'T BUY
Not sure that DSL lines can compete with cable. Their assets have to start connecting for the stock to take off.
PAST TOP PICK
(Was a top pick on Dec 24 down 36%) Down because of proteomic concerns. This will pass. At a good price. Still buying.