DON'T BUY
Would prefer Shoppers (SC-T). Any Canadian business that goes into the US in a major way in retailing, he would stay clear of. No margin of safety.
WAIT
Good brand name. Very profitable. Dividend is approaching 3%. You don't buy this for growth. Do not pay more than 15 X earnings for it. Buy it $2 lower than it is now.
SELL
Not a well-run technology company. Risky.
BUY ON WEAKNESS
Likes this company. Very profitable. They have production coming on stream.
BUY ON WEAKNESS
Exceptionally well run. Great assets. If you can, buy it closer to $80.
WAIT
Canadian National (CNR-T) and Canadian Pacific (CP-T) are 2 very strong companies. He would give the nod to CNR in terms of their efficiencies. They have both come off recently but would like to see them a little bit lower.
WAIT
Canadian National (CNR-T) and Canadian Pacific (CP-T) are 2 very strong companies. He would give the nod to CNR in terms of their efficiencies. They have both come off recently but would like to see them a little bit lower.