BUY
Owning this gives him the buffer between the non-patent products/devices to the pharmaceuticals. Very inexpensive.
DON'T BUY
They are in a dogfight. Cell phones are a fashion industry right now. Right now, Nokia (NOK-N) seems to be the leader and is taking market share. This could change back again very quickly.
COMMENT
Will depend very much on building a business infrastructure as it always does. If there is a recession in the US, then investments in infrastructure will slow. They have a terrific global franchise, wonderful products and a good track record of surviving ups or downs. If you want to own a tech name, this is certainly one that you can buy with some confidence that it will be in business.
HOLD
Very frustrating price. Had a bounce in the summer and came right back off and again. He still likes the stock but you will have to be patient.
BUY
Good company and probably a good time to buy it. Oversold.
DON'T BUY
It's just one thing after another with this bank. Have had some real problems. You have to question the fundamentals of their risk management process. Thinks it will take awhile to bounce back.
BUY
If you are a cheese maker, your problem is that you have to buy milk and the spread between milk and cheese has been very low. Recently this spreads have improved. This company was making money even with bad spreads.
DON'T BUY
Has a lot of competition from Google (GOOG-Q) and Microsoft (MSFT-Q) and have been losing market share.
BUY
Thinks the deal with Ontario Teachers Pension will go through. If this is true, you are looking at a 12% pickup plus one dividend in a fairly short period of time.
BUY
(Market Call Minute.) World grain prices and the consumption of beef continue to rise.
BUY
(Market Call Minute.) In a tough situation right now. They are worried about US volume. Stock has come down and is probably a good buy. He prefers Canadian Pacific (CP-T).
DON'T BUY
(Market Call Minute.) Everybody loves their iPods and their iPhones. Their quality control is terrible. He thinks the stock is expensive.
COMMENT
(Market Call Minute.) He prefers buying this lens through the top company, Power Corporation (POW-T).
COMMENT
(Market Call Minute.) Has come down significantly. People are worried about real estate in the US. Buy it through Brookfield Asset Management (BAM.A-T).
BUY
(Market Call Minute.) Looks like retail spending in the US is holding up in spite of nay Sayers. Probably not a bad thing to Buy.