TOP PICK
The best company in North America. Approaching 20% ROE. Has a good record of increasing dividends.
TOP PICK
Likes its international exposure. Feels earnings will be good this quarter.
TOP PICK
Expects to do earnings growth of 15 to 18%. Good record of increasing dividends. 75% of its business is in Japan.
WAIT
If you have a long-term time frame, this is a great company. They should be some weakness in the summer
COMMENT
Great quarterly results. Good refining exposure. If you own, consider taking some profits.
DON'T BUY
Their US strategy is going to be very difficult to execute. US is an extremely competitive marketplace. Trading at a multiple that assumes a continual high rate of growth.
PAST TOP PICK
(A Top Pick June 19/06. Up 92.5%.) Take some of your money off the table.
PAST TOP PICK
(A Top Pick June 19/06. Up 28%.) Yield of over 3%. Buy on weakness.
PAST TOP PICK
(A Top Pick June 19/06. Up 11%.) Derives more than 60% of its revenues and earnings outside of North America. Known for its innovations. Well diversified in products.
BUY
This is her 3d favourite bank. Seemed to have straightened out their US troubles. This is a fine company to hold on a long-term basis.
DON'T BUY
Facing some challenges with Canada's 6 largest banks intending to directly compete with them. There’re also some other alternative trading platforms out there that will start eating in to their market share. Not cheap.
COMMENT
The outlook for the energy sector continues to be positive. Trades at a discount to its peers at under 5 X cash flow. Trying to shed some assets and come back to core assets in Canada. Until this is settled, it will continue to trade at a discount.
HOLD
Shareholders will be finally rewarded and in 6 to 12 months, this company will be in a different format. Consider taking some profits in the $40 range and hold on to the rest to see what happens.
DON'T BUY
Still has some challenges. Trading at 17 X earnings, which is aggressive, as they have not delivered on earnings for the last 6-7 years. Also some question about maintaining their competitive edge in research.
BUY
Good Canadian oil company. A reasonable holding.