At a valuation high. Acquisition of Eckerd's in the US is a concern. Wait to see how they execute on this.

(A top pick Jan 30/04. Up 4.5%.) Reported big earnings, but the market didn't like the sales numbers. Still likes.

(A top pick Jan 30/04. Down 6%.) Has been hit by interest-rate fears. Lots of value in it. We'll be substantially higher a year from now.

(A top pick Jan 30/04. Down 10%.) This is a play on the consumer. Huge earnings increase over the last two quarters.

Bought on the dip. Feels the space is doing well. Likes the change of the CFO.

Buying back shares from BCE which is good. Fully valued.

Always trades at a premium to their model price which, currently, is $42.79.