BUY
A good way if you want some US exposure is through dividend paying stocks. Historically dividends grow and hopefully the stocks will go up. The best place for dividends in the US is in the utility area. He likes both American Electric Power (AEP-N) which has good growth and good dividends and Iowa Telecom (IWA-N) which pays around 8/9%.
BUY
A good way if you want some US exposure is through dividend paying stocks. Historically dividends grow and hopefully the stocks will go up. The best place for dividends in the US is in the utility area. He likes both American Electric Power (AEP-N) which has good growth and good dividends and Iowa Telecom (IWA-N) which pays around 8/9%.
BUY
There's some legislation coming up in the US that will be putting a lot of money into infrastucture programs before the next election.
BUY
The main reason he owns this stock is for the yield. Yield is 5.6% which is hard to get. Dividend will not be going up in the near future, but it's quite safe here. They bought Allstream which was contoversial, but gives it a growth opportunity.
DON'T BUY
Has been disappointed with management. They've sold assets too cheaply or hanging on to ones they should be selling. Their core business keeps getting eaten away by their competitors.
TRADE
Prefers over BCE (BCE-T). Better management. Growth strategy and opportunities are better.
BUY
Had disappointed him in the past. They are in good markets, but just didn't seem to be executing as well. Earnings kept coming in below expectations. Stock has turned around since the beginning of the spring and it could be a good long term one because they're in the right markets.
BUY
One of the better run banks in the US. Have just taken over MBNA which is one of the largest credit card issuers in North America. This is a growth area which is what banks are looking for. A very logical buy.
BUY
If you are looking at major chemicals, Dow Chemical (DOW-N) and Lyondell Chemical (LYO-N) would both be good. Lyondell is cheap, good dividend and has growth ahead of it.
BUY
If you are looking at major chemicals, Dow Chemical (DOW-N) and Lyondell Chemical (LYO-N) would both be good. Lyondell is cheap, good dividend and has growth ahead of it. He is looking at Lyondell right now.
WEAK BUY
Was a darling stock and fell out of favour because they had a problem with enough bottling capacity in key markets and were also hurt by rising material costs, especially aluminim and plastics. They have addressed their problems with bottling. If you're a long term investor, this might be a good time to be looking at this one.
DON'T BUY
Not a good buying opportunity at this level or anywhere near this level. The company is still in disarray with the recent management changes. The business they're in is highly competitive. Not as leading edge as they had been and they're losing market share.
PAST TOP PICK
(A Top Pick May 17/05. Up 11.5%.) Pleased that it's up, but not sure why. Sold one of its major divisions, took in a lot of cash and haven't announced how they are going to redeploy that.
PAST TOP PICK
(A Top Pick May 17/05. Up 6%.) Most of its patients are Medicare and Medicade people on funding.
PAST TOP PICK
(A Top Pick May 17/05. Up 1.3%.)