BUY
Off 20%.
TOP PICK
Off 15%. A compelling bargain. They own shopping centers and retail rents go up when interest rates go up. Very well-run. Good yield.
TOP PICK
(A top pick Apr 13/04. Down 13%.) Still likes. Good price. One of the best business oriented trusts around. Would benefit from inflation.
BUY
Below fair value.
BUY
Has tremendous cash flow right now. Government has delayed in selling their holdings. Below fair value.
BUY
Below fair value.
BUY
Selling has been overdone.
BUY
The policy on bank mergers has been tabled pending the federal election. Selling of bank stocks has been overdone.
BUY
Interest-rate increases will not have a big influence on Canadian banks. Selling has been overdone.
DON'T BUY
Have been selling off is there not crazy about the stock right now. Can see them getting into a price war, especially with cellular.
DON'T BUY
A little bit fed up with this company. Not quite as well managed as they had hoped. Doesn't seem to be able to take advantage of the moving of commodities.
BUY
A good long-term investments. There is an interesting growth picture going up north heading towards the McKenzie Delta. May take a few years to materialize.
BUY
Lumber prices are high right now. Receipts should be very strong this quarter. A little concerned that rising interest rates will cool off the building boom.
STRONG BUY
The merger with Inmet gives you a really strong company. Copper fundamentals are pretty strong right now. Likes both managements. A screaming buy.
TOP PICK
The merger with Aur gives you a really strong company. Copper fundamentals are pretty strong right now. Likes both managements. A screaming buy.