BUY
Likes their acquisition of Pacific Bicycles and Schwinn. Should add to earnings momentum. Earnings outlook this year is $4.50 and as much as $5 next year. Good price.
BUY
Very financially strong. Has a lot of cash to make strategic acquisitions. Production profile looks stable. Earnings momentum going forward is good.
WEAK BUY
Interest sensitive. OK for a long-term hold. Prefers Enbridge.
BUY
Prefers over Trans Canada Pipe. Should do well in the future pipeline from the McKenzie Delta.
BUY
Exposed to good industries. A good value play.
BUY
Shipping should do relatively well over the next few years. As an Atlantic shipper, does not have the momentum that Pacific shippers would have. Expects shipping rates to go up.
DON'T BUY
Having some problems in their Brazilian operations. Rumors of turbulence in management at the board level.
HOLD
Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
HOLD
Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
HOLD
Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
HOLD
Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
HOLD
Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
BUY
The purchase of Eckerd Drugs in the US, with their expertise in managing stores, could put some momentum behind their earnings.
PAST TOP PICK
(Past top pick Mar 30/04. Up 13.5%) Now taking profits in it. May have a couple of dollars left in it but interest rate increases could affect housing.
BUY
Worth a serious look. The lumber industry looks quite good right now. Any settlement on the softwood lumber dispute with the US will be positive.