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DON'T BUY
The communications chip manufacturer. Have a terrible financial history. They are in a pretty good position now with the HDTV roll out but you have to be careful with them. If you own, take some money off the table before they drop again.
electrical / electronic
BUY
A semiconductor manufacturing company. They dominate in the analog sector. A great market which is very fragmented. A great balance sheet. Good price.
electrical / electronic
DON'T BUY
Has a sordid financial history. In a niche, but could be in danger of getting squeezed. They continue to reinvent themselves, sometimes successfully, sometimes not.
Telecommunications
TOP PICK
Google grabs most of the attention on the big Internet stocks. This has the same revenue. In the big trend of advertising and content moving to the Internet there will be more revenue and both companies will do very well. This has better value.
computer software / processing
BUY
Has lagged because of its former involvement with Sudan. A well-run company. Politically stable production. Quite a bit of exposure to natural gas.
oil / gas
BUY
No new refineries have been built in North America in the last 30 years so this stock has done very well. Refineries will continue to benefit from scarcity.
integrated oils
TOP PICK
The biggest property/casualty company in Canada. Consistently makes money on their insurance. Have a lot of distribution channels. Just raised their dividend.
insurance