Sees the 3 major telcos, BCE (BCE-T), Rogers (RCI.B-T) and Telus (T-T) as being on a continuum from conservative and slower growth with BCE through to aggressive and higher growth on Rogers end. Has all 3.
Sees the 3 major telcos, BCE (BCE-T), Rogers (RCI.B-T) and Telus (T-T) as being on a continuum from conservative and slower growth with BCE through to aggressive and higher growth on Rogers end. Has all 3.
Expecting a good year in 2011. Will be producing more electricity and the Keystone line to the US will be approved now that their elections are over. Dividend tends to rise.
Demand for nuclear energy will rise. Spot price for uranium is starting to move. Likes the long-term outlook. This company has the best resource. Cigar Lake is now under control.
Sees the 3 major telcos, BCE (BCE-T), Rogers (RCI.B-T) and Telus (T-T) as being on a continuum from conservative and slower growth with BCE through to aggressive and higher growth on Rogers end. Has all 3.
Slower growth story. Will undoubtedly see the “Ma and Pa” pharmacies in Ontario devastated over the next few years. The front of the store will be the profit centers with new products.
Will have to convert to a corporation by Jan 1st. All oil sands companies have enormous depreciation because capital bases are so huge, which shelters the earnings so doesn’t think they will be greatly impacted by the change. 7.35% yield but prefers growth prospects of CNQ (CNQ-T).
New IPO is coming out but he is going to wait for as possible pull back, which is normal. Average age of North American fleet is very high, so replacement cycle has lagged for the last 3 years. A lot of catch up needed. With an economic recovery, car industry will probably take off.
