BUY
Excellant prospects.
DON'T BUY
A very volatile stock. A one product stock.
BUY
Trading around 3/4 X earnings. Highly levered to the price of steel. Has had a tremendous run. Prefers a larger cap stock such as Ipsco which also has the prospects of the large diameter pipe. As long as steel prices stay up, it is very attractive.
BUY
Prefers larger cap steels such as Ipsco which also has the prospects of the large diameter pipe.
BUY
Have great growth prospects. Trading around 4.5 X cash flow. If oil drops to $30, this stock will go down. Good value.
BUY
Favourite energy stock.
DON'T BUY
Fundamental problems. A turn around story, so be careful.
BUY
80% is income funds. Income trusts have been extremely strong. 20/25% is in common stock for growth.
DON'T BUY
Accounting was suspect due to new software reporting problems. A lot of new container ships are coming on the market, so competition will be stronger.
BUY
Has been dead money over the last while. New management has been cleaning house and refocusing on their core operations. Have to decide on Globe Media. Has free cash flow to more than cover the dividend. Good upside on the dividend.
BUY
A great dividend paying stock. They run a nuclear power plant and have just purchased a large amount of generating equipment. Not a huge growth story, but yield is around 4%.
BUY
Main driver in this company is the price of uranium. Uranium stock pile has decreased. Looks reasonably attractive.
WEAK BUY
Has a P/E around 10. A deep cyclical based on steel. Earnings would drop id if sgteel prices drop. Nice yield.
PAST TOP PICK
(A Top Pick July 23/04. Up 4%.) Still his favourite among the banks, but pairs it with Bank od Nova Scotia as CIBC is more volatile and BNS more stable.
TOP PICK
(A Top Pick July 23/04. Up 17%.) Aluminum prices are staying strong. 10% cheaper than Alcoa. Spinning out their rolling mills to the shareholders.