HOLD
Looks incredibly cheap. Doing well offshore. Losing market share in North America. Have some potential but they haven't shown it yet. He is willing to hold his little bit to see how they go.
DON'T BUY
In a very competitive part of the market. BCE (BCE-T) is snapping at their heels. They've improved their product. Their yield isn't that exciting. Would rather be in some other part of the market.
DON'T BUY
Yield is not great. Had expected better things from the merger with Reuters. Should be doing better than they are doing.
HOLD
He is holding this one for the yield. Not expecting big capital gains. Meeting their objectives. Feels the dividend is relatively safe.
COMMENT
Yield is not exciting. Good company, but the fertilizer market is volatile. These growth stocks have to really be bought and sold.
COMMENT
Not one of his favourites. He prefers some of the bigger names.
DON'T BUY
Feels the shakeup is good. He has been concerned about the total economy growth and this one tends to be a commodity transporter. Numbers have been poorer. Yield is in indifferent.
TOP PICK
Doesn't expect any further cuts in the 8% dividend. Just did a new bond issue, which will put some money in their pocket. Likes the areas they are in.
TOP PICK
In gas liquids and have done a good job. One of the better managed. Yield of about 5%.
TOP PICK
Into the fibre optics business with 5.3 million clients. Into the Maritimes and moving into Sudbury. A rumour got started that they were going to cut their dividend but management denied this. Dividend is relatively safe.