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HOLD
The takeover deal of Faulconbridge has been delayed because of European regulations. Not a huge risk
integrated mines
WEAK BUY
Affiliated with some of the oil sands. Has good prospects. Has had a good run. A little more pricey. Prefers CNQ (CNQ-T), Talisman (TLM-T) or Petro Canada (PCA-T).
integrated oils
BUY
Prefers over Shell Canada (SHC-T).
oil / gas
BUY
Prefers over Shell Canada (SHC-T). Also likes that this is an integrated oil company. Great wide based global assets.
integrated oils
DON'T BUY
The whole story here is growth and consolidation. Did some amazing acquisitions and were able to pull the costs out but it's already reflecting the next acquisition.
insurance
PAST TOP PICK
(A Top Pick Aug 11/05. Down 10%.) Still likes. Shareholders are going to get some of the Alliant shares in their new trust. Expects there will still be a couple of $’s up because of this.
telephone utilities
PAST TOP PICK
(A Top Pick Aug 11/05. Up 18%.) There is still further to go. Have repair the balance sheet to the point where there could be a dividend increase in the next couple of quarters.
banks