It sells at 2X Book. Has a nice yield. Can't see any upside from a gains point of view.

Has a good product but it's a crowded market and getting more so. It will be tougher for them to make money. Fair market value, based on earnings, is about $29.30.

These I units are a call on interest rates, particularly Canadian. Not very bearish on Canadian interest rates. Doesn't expect the 5-year rates to move substantially, so probably a safe investment for now.

(A top pick July 10/03. No change.) There is something wrong with the drug stocks. They are all trading poorly and he thinks they want to go lower.

(A top pick July 10/03. Down 24%.) Thought that with the interest in high tech, investors would have gone for this as a safe selection. With competition from Linux, they may be floundering around for the next new thing.

Take a little bit of profit off the table. Thinks it will pay off in 2/3 years. Has a good dividend.

Hasn't acted terribly well, even against a good background. This stock is cheap and fair market value is double its current price. Not too sure of the short term. Thinks oil prices will go higher.