BUY
Probably a good time to buy. Will benefit from the weak US$ as they have a large % of their sales outside of US. Were oversold wnen they missed their quarter. Tremendously strong company.
DON'T BUY
Wonderful company, terrific business model and wonderful leadership, but much too expensive. Doesn't understand why the market feels that internet stocks such as Amazon, Yahoo and Google have to be priced at such a high multiple.
DON'T BUY
Much too expensive. Doesn't understand why the market feels that internet stocks such as Ebay, Amazon, Yahoo and Google have to be priced at such a high multiple.
DON'T BUY
Much too expensive. Doesn't understand why the market feels that internet stocks such as Ebay, Amazon, Yahoo and Google have to be priced at such a high multiple.
DON'T BUY
Much too expensive. Doesn't understand why the market feels that internet stocks such as Ebay, Amazon, Yahoo and Google have to be priced at such a high multiple.
TRADE
Has lots of problems and lots of opportunities. A complex situation with lots of moving parts. Their turbo prop and business jet models have picked up, but their regional jets are falling off. Just got a major rail contract. Have a big hole to dig out of
WEAK BUY
Has been trying to get a price increase for its paper for the last 6 weeks. Cheap.
BUY
Terrific management.
PAST TOP PICK
(A Top Pick July 29/04. Up 5%.) Stiil likes. Trades at a pretty good discount to the value of its underlying assets. Long term prospects are excellent.
TOP PICK
(A Top Pick July 29/04. Up 15%.) Aluminum dynamics are very solid. World demand is increasing. Acquisition of Pechene was a terrific deal. Likes that they are spinning off their rolled products. Not expensive.
PAST TOP PICK
(A Top Pick July 29/04. Down 9.5%.) How they do in the 4th quarter determines how much money they made for the year.
BUY
A business that is absolutely suited to being an income trust. A very stable business that doesn't require a lot of capital re-investment and not much competition.
DON'T BUY
One of the great destoyers of capital in the Cdn stock market. Doesn't know why anyone owns it. A badly managed company.
BUY
Takes a long time to bring supplies of metal on line and in the meantime, demand keeps growing and inventory is very low.
WEAK BUY
Prefers Bank of Nova Scotia because of their terrific branch operations. Would select BNS as #1, Royal as #2 and National as #3.