BUY
A favourite. Undervalued compared to the big 5 banks. Good management with innovative products.
BUY
Doing well because of the products it's in.
WAIT
Procter & Gamble is on a tear now and is hurting all its competitors. Retaining market share, but it's costing them a lot more money. Stock looks vulnerable and the multiple looks vulnerable. Wait for the stock to stop dropping.
BUY
Outlook continues to be good for the life insurance companies. Their US mutual funds ran into some problems, but that has been settled. A buy, but Manulife and Power Financial are his favourites.
BUY
Outlook continues to be good for the life insurance companies. Manulife and Power Financial are his favourites in non-bank financials..
BUY
Outlook continues to be good for the life insurance companies. Manulife and Power Financial are his favourites in non-bank financials.
DON'T BUY
There is a glut of tanker capacity both now and for the future.
BUY
A good sector as the age of autos continues to go up, so parts are more in demand. 3%+ yield.
TRADE
Have had some good quarters and seems to be doing well in cellular. Offer for Microcell has been extended, but feels that Rogers will take them over. Prefers Manitoba Tel with its 6%+ dividend and its acquisition of Allstream.
BUY
Likes its 6%+ dividend and its acquisition of Allstream. Good growth opportunity. If Allstream doesn't work out, it can still become an income trust.
PAST TOP PICK
(A Top Pick July 19/04. No change.) Still ahead as the US market is down. New management has given it renewed growth.
PAST TOP PICK
(A Top Pick July 19/04. Down 3.8%.) Fundamentals continue to be good. Health care area in general is out of favour right now.
PAST TOP PICK
(A Top Pick July 19/04. Up 4.7%.) Good management. No debt. Have tons of real estate where the book value is severely understated
BUY
Metalurgical coal is needed for steel companies. A good place to be.
BUY
Owns a part of Fording Coal which has metalurgical coal for steel companies. A good place to be.