BUY
Selling at its high. Has some natural gas, but oil sands is a good future holding.
DON'T BUY
Was a fabulous play when resource stocks were doing well, but volumes, around the world, have come off. Management change could have an affect.
BUY
Health care in Canada is a growth area. Steady with some growth. Cash flows are pretty good. 8.2% yield.
BUY
Oriented strand board, being in the housing area, is a very cyclical business. Not a long term hold. 3 1/3% yield. Cheap. Housing should remain fairly strong. Be patient.
DON'T BUY
In the forest product area, newsprint and pulp look particularily weak.
BUY
A good way to play the commodity cycle.
DON'T BUY
Prefers more international stocks. Not a big growth player.
BUY
The price of uranium continues to go up. Bruce Power will be a very good place to be. Excellent management.
TOP PICK
6% yield. Not currently earning the dividend, but it will in future. Has tons of csah flow. Presently going through a heavy maintenance period which is using up a lot of money, but short term pain = long term gain.
TOP PICK
Severly undervalued. Canadian government's holdings are now gone. Largely unknown around the world which will change. Good growth opportunity.
TOP PICK
Yields over 7% which should increase. Lots of cash flow. When the Korean (and the rest of the world) economy starts to slow, Investors will shift focus.
DON'T BUY
Because of uranium, this company has taken off. Very thinly traded. Doesn't know if it has more legs in it or not.
BUY
AT current oil prices, it's going to cash flow oodles of money. Have a big war chest that puts them in a very good position to make acquisitions.
TOP PICK
Has real earnings that are identifiable. Could see them making $0.35US this year and growing to $0.80US next year. Market share is back again in spite of the recall troubles they experienced. Looking to diversify the stent further away from the heart.
BUY
A long term play. Expects there will be much sharper pencils on the budget going forward.