HOLD
One of her favourite oil names. Has outperformed the oil/gas index. You may want to wait for a correction. Longer term, a great investment. Oil sands is going to be one of the things that powers Canada forward over the next five years.
BUY
Some great assets including Great West life (GWO-T) and IGM Financial (IGM-T). Lagged because Great West life has been disappointing compared to its peers. Have a consistent record of earnings increases. Very well managed. Consistently increase their dividend.
DON'T BUY
Has been a well-run company. Newspaper article indicated that oil sands has come up with new technology which means they wouldn't need Finning equipment anymore. That could have a big impact. Trading at 52-week high and she would be cautious at this point.
WAIT
Will be converting to a trust so expect the stock will pause here until it is known what the distributions will be. A well-run company.
BUY
Utility stocks have been very disappointing performers in the last quarter. Part of it has to do with the rise in interest rates. Thinks the sector is an interesting long-term area. Thinks there will be a lot of pipeline expansion and energy oriented expenditures over the next 5/10 years. A low risk investment. Could go higher.
DON'T BUY
Very difficult to get a pure uranium play in a high quality company. Because of the scarcity, this stock has been bid up beyond its fundamentals. Expensive.
BUY
Has been in a trading range of $30/45 for a number of years. A great defensive stock. Has made a lot of investments to reorganise itself to be part of electronic data base management. Organic growth is coming in at 7/9%. Over 2% dividend yield.
PAST TOP PICK
(A Top Pick Dec 22/05. No change.) Still likes it. Now would be a good time to buy.
PAST TOP PICK
(A Top Pick Dec 22/05. Up 16%.) Aluminum has now started to catch up to the other metal commodities. Inventories continue to decline.
PAST TOP PICK
(A Top Pick Dec 22/05. No change.) Corporations are flush with cash but they are doing mergers, acquisitions and share buybacks and have not started on the new product cycle yet. When they do, IBM will be a major beneficiary.
HOLD
Stock came off after the company reported quarterly earnings and guided lower. Generally, she does not buy non-voting shares. Very good company and well run. Long-term basis, it will continue to do well. Near-term concerns has to deal with competition.
WEAK BUY
Not one of her favourite banks. Tends to be accident prone. Better investment opportunity in other banks. She prefers Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T).
BUY
Looking hard at alternative energy developments. Announced an LNG plant in Quebec. Also doing some international developments. A good diversified company.
HOLD
It will be tough to get a higher price. Would be tempted to hold shares back and tender them at the last minute. Upside will not be great.
BUY
Looking at this one very closely. Very interestingly priced. Has come off because of Wal-Mart, but more importantly because of earnings disappointments. Well-run company and are investing for the long-term.