BUY
Just had a bit of weakness which makes it a buying opportunity. Enterprise management space is growing dramatically. High profit margins. Trading at 23 X forward earnings.
BUY
Has pulled back because of a drop in copper prices. Their merger with Inmet makes a lot of sense.
DON'T BUY
Still cautious on this stock. Starting to get some generic competition on Wellbutrin. Has a lot of debt. Looks cheap. There is an investigation with FCC that needs to be cleared up.
BUY ON WEAKNESS
Industry has definitely turned positive and Nortel is picking up market share in wireless. We'll be a lot of volatility in the short period of time but a good time to consider. Would buy under five dollars Canadian.
DON'T BUY
Still not comfortable buying alternative energy stocks. Interesting long-term story, but it's tough to handicap.
BUY
John Hancock acquisition is a very good story. Don't feel they're done with acquisitions yet. A good play.
BUY
Has been beat up pretty badly over the past 1 1/2 years because of the acquisitions in the US and the troubles in the mortgage market in the US. A lot of the bad news is already in the stock. Valuation is looking more intriguing.
DON'T BUY
Loblaws has created a problem for them ever since they bought Provo. A price war is on.
PAST TOP PICK
(A top pick Oct 2/03. Up 25.5%.) Still likes. Drilling story still looks pretty good.
PAST TOP PICK
(A top pick Oct 2/03. Up 3.3%.) Still thinks it's a great story. Have tons of cash.
PAST TOP PICK
(A top pick Oct 2/03. Down 1.5%.) Sold at. Wanted a stock that participated in the Tech rally but it didn't pan out.
HOLD
Likes commodity stocks in general. Not as bullish on nickel. Could move higher as metal stocks move.
BUY
Thinks the economy in Japan is starting to recover. The fact that the stock has rolled over has to do with China cooling off their economy. A good way to play this market.
BUY
There are two parts, the handset and the infrastructure of the wireless business. The latter, they are doing very well on. Losing some market share on the handsets. Longer term, the story should be fine.
BUY
Only a little over a million subscribers and expects to see multiple millions. Generating decent cash and earnings. There is still a lot of growth there.