BUY
In spite of the threat of higher interest, the financial sector is still good to be in. Both Sun Life and ManuLife (MFC-T) have lower payout ratios than the banks, so they have opportunities to increase dividends at a faster rate than the banks. Well managed. Getting over the US scandal on their holdings. Should be continued growth.
BUY
In spite of the threat of higher interest, the financial sector is still good to be in. Likes the outlook for this company, as well as AGF (AGF.NV-T). Power Corp (POW.SV-T) is a good way to play the whole investors group thing.
BUY
In spite of the threat of higher interest, the financial sector is still good to be in. Likes the outlook for this company, as well as CI Funds (CIX-T). Power Corp (POW.SV-T) is a good way to play the whole investors group thing.
BUY
In spite of the threat of higher interest, the financial sector is still good to be in. Likes the outlook for CI Funds (CIX-T) and AGF (AGF.NV-T). This is a good way to play the whole investors group thing.
BUY
A good solid dividend paying stock. Can be a part of a core holding in a portfolio.
BUY
Higher dividend yield than BCE (BCE-T). With their acquisition of Allstream, they kind of broke away from Bell. A quality company.
WEAK BUY
Increased dividends for the 1st time in 10 years. Feels management was trying to say that they had stabilized their businesses. Dividend is safe. Have significantly turned the company around. Not a growth story. Running really hard and fast with Voice Over IP, although regulators have been slow to approve and cable has started using it. Whole issue is kind of muddy.
BUY
For a long term holder, this is going to be a growth story over the next 2/3 years as they expand rail capacity to get all these resources in Canada out to the west coast. Just had a major re-negotiation of their coal contracts
DON'T BUY
Has some very difficult issues to face. Strong price competition from Asian manufacturers. Doesn't know how they get out of the problem of having to spend more money on health care for retired employees than they spend on steel going in the car.
TOP PICK
Nickel is probably the best of all the metal commodities. The market is very tight. Good margins forcast. Voisey's Bay is going to come on stream this year. Will be low cost and a major increase in nickel production. Also just finishing the Gerau project. Not just a cyclical play, but a growth play. Good price.
TOP PICK
Have had a few problems. Very high dividend yield. A bargain price.
DON'T BUY
A nickel play. Has 25% of the Sudbury project. Recently had some very exciting drill results. The overwhelming Part of this company is the Madagascar play that they are trying to get financing for. Stock will probably move a little bit on this. Inco (N-T) will be on stream in 2006, but this company will miss that cycle. Dead money now.
BUY ON WEAKNESS
Prefers CNQ (CNQ-T) which had a 10% difference between the high and the low for the day which is ridiculous. Western Oil Sands being smaller will have even more volatility. Best to pick a price that you want and wait for that price. Don't chase it.
BUY ON WEAKNESS
Had a 10% difference between the high and the low for the day which is ridiculous. Best to pick a price that you want and wait for that price. Don't chase it.
TOP PICK
Likes it for its defensive growth. Should hold up during these floppy, choppy markets. Expects it to show another 20% growth through the next several years.