BUY
There is probably another $10/15 in value as it moves through the trust conversion process.
DON'T BUY
Has a telephone business that is going to be gradually weakening long-term.
BUY
Probably a good time to get into real estate, as REITs tend to go with interest rates. Feels the near-term trend in interest rates is probably to go lower.
BUY
Three favourite banks are the Commerce (CM-T), Toronto Dominion (TD-T) and the Royal (RY-T). This one has already paid out its Enron liability.
BUY
Three favourite banks are the Commerce (CM-T), Toronto Dominion (TD-T) and the Royal (RY-T)
BUY
Three favourite banks are the Commerce (CM-T), Toronto Dominion (TD-T) and the Royal (RY-T)
BUY
A pretty good company, but prefers a bank stock.
BUY
The biggest and best uranium producer in the world. Uranium is still in a very strong demand situation. Probably a good time to buy.
DON'T BUY
Structured differently than most energy trusts. Don’t operate anything, but hold royalties instead. The negative is that when production declines, your royalties are reduced, so they have to continue to buy more and more royalty interests.
BUY
Very good company. Converting to an income trust has proved up a lot of extra value. One of the better managed mutual fund companies. Exceptionally strong in marketing.
BUY
Prefers diamonds to gold. Diamonds have tended to trade off of gold so with gold down, diamonds tended to go with it. A good operation.
DON'T BUY
A mature company with a lot of cash, but doesn't see it doing anything spectacular in terms of market performance or earnings growth.
BUY
If there is strengthening in the price of crude oil, there is no reason why it couldn't be back towards its old high.
BUY
The business of manufacturing cheques is supposedly declining but it is doing so at a very, very slow rate.
COMMENT
A good hedge to natural gas prices. They are a huge consumer of gas, so if you believe gas will go up, this would be a short and vice versa.