SELL
A lot of competition is drawing a bead on them and he sees continued pressure. Forward PE is 8 but that is because analysts are being very bullish on techs. Sees mid-$30's and has a Sell.
HOLD
Analysts are showing a big run-up in earnings forecasts but the stock is breaking lower.
HOLD
Fairly expensive although it has some decent upside potential. Torn on what to do about this one in this kind of market. Decent yield.
DON'T BUY
Pretty close to its Fair Market Value. Gut feeling is that it could trade down to its 2008-2009 low of around $8-$8.50.
BUY
Fairly cheap. With a decent yield going forward, feels it represents pretty decent value. FMV is quite a bit higher so he doesn't think there is a lot of risk.
DON'T BUY
His oil studies indicate that all oil stocks want to go lower. For the last 40 years, TSX oil/gas Index bottomed at about 1-1.25 times Book so at the present time he would look for about 15%, but another 20% after that if it falls to an extreme.
DON'T BUY
This one trades with the market, particularly with the US. Could possibly Short this one.
TOP PICK
Trades at about 1X Book Value. Cheap. Gold looks like it's on the move.
TOP PICK
Good, defensive income play. Reasonable balance sheet.
TOP PICK
(A Top Pick Oct 26/09. N/A.) He is holding 40%-55%.
PAST TOP PICK
(A Top Pick Oct 26/09. Up 35.03%.)
PAST TOP PICK

(Top Pick Oct 26/09. Up 14.58%.) Recommended to his clients that they cover down on the $32-$33 area but thinks it is still going lower so be patient..

WAIT
Well run company. Excellent Fair Market Value if you can believe the forecasts. Medical index registered a Sell signal a little while ago for him. Doesn't think the bottom is too far away on this.
N/A
Bond yields are telling us that the economy is quite weak and is going to stay weak for a while. Long-term bond yields are continuing to come down. Doesn’t see signs of a ‘bond bubble’. Gold’s all time nominal closing high today is telling you that there is uncertainty in the financial system on going and potentially going to get worse. Feels it will continue to go higher.
TOP PICK
He has chosen this one for its growth profile of adding new capacity – one of the best of the senior golds. He also chose it because of the geography of their mines – North, Central and South America. They are all politically stable countries.