BUY
A good stock. The pullback represents a buying opportunity if you are a long-term believer in the company. Prefers some of the other life companies, which have a better growth profile.
TOP PICK
Have a long history of transforming. Now manages the distribution channels around the world for a number of major studios. Now going to do this with Motorola to package cell phones and parts.
TOP PICK
Better growth profile than others. The John Hancock acquisition was a home run. Growth is coming from the US and Asia. Trading at a lower price earnings multiple than the banks. Less interest spread exposure.
COMMENT
Depends almost entirely on the price of uranium. You should realize that the price of uranium is predicated on the world building more nuclear reactors. The time needed is measured in fractions of decades before the demand for uranium increases due to use. Speculative.
COMMENT
Depends almost entirely on the price of uranium. You should realize that the price of uranium is predicated on the world building more nuclear reactors. The time needed is measured in fractions of decades before the demand for uranium increases due to use. Speculative.
TOP PICK
Manage and own over $8 billion of industrial and commercial real estate. An illiquid stock and you have to buy it with caution. Bid/Ask prices have been as high as $6 to $8. The value of the parts is almost $100. But price.
SELL
Speculation that it will be acquired. Stock has had a tremendous run-up. Probably fully valued. This is more for the arbitragers than the long-term investors.
DON'T BUY
Feels it will be the subject at some point of congressional investigation in the US based on the amount of money it's made in Iraqi during the Bush administration.
DON'T BUY
Tremendous run-up based on everybody knowing the demand for agriculture products of all kinds is exploding because of need for ethanol. Very expensive.
PAST TOP PICK
(A Top Pick July 27/06. Up 72%.) Water treatment solutions for industry and municipalities. The reason for the move up was the larger part of the company is being taken over at a substantial premium.
PAST TOP PICK
(A Top Pick July 27/06. Up 30%.) Had been under priced. Still at a bit of a discount to its net asset value.
COMMENT
Has difficulty understanding the pricing of gold, so does not own any golds. This is probably one of the best in this sector.
DON'T BUY
Loblaws (L-T) vs George Weston (WN-T). A lot of people are still pretty soured. No one is certain when the turnaround will come.
COMMENT
Loblaws (L-T) vs George Weston (WN-T). If Loblaws doesn't turnaround, you have other parts to cushion the blow. This would be the safer pick, but it will not do well if Loblaws does badly.
COMMENT
Has been a real spike in the stock in the last couple of months. There are execution risks as they move towards a 100-seat airplane. Also competition risks. Wouldn't buy above $5.