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Today, Peter Brieger commented about whether TLM-T, TD-T, STE-T, CCO-T, TKE.UN-T, WTO-T, BVI-T, AQN-T, BNP-T, VKR.UN-T, BCB-T, PSI-T, ZED-X, AL-T, AIT-T, FDG.UN-T, CNQ-T, BNS-T, FQE-T, FEL.UN-T, CEC.H-X, NKO-T are stocks to buy or sell.

BUY
Niko Resources
Weakness gives a chance to buy.
oil / gas
BUY
Compliance Energy
Recently doubled his position at $0.79. Weakness is from an overall weakness in junior coals as well as an underwriting at $0.75 several months ago which were selling off now.
mining services
BUY
Likes this because of the nature of their reserves (coal bed methane gas) and the relatively low payout ratio. Also likes the Fairquest Energy (FQE-T), an offshoot of this.
oil / gas
BUY
Fairquest Energy
This is an offshoot of Fairborne Energy Trust (FEL.UN-T). Likes both companies.
oil / gas
BUY
Bank of Nova Scotia
Conservatively run. Good management and has good international exposure. His first choice would be Toronto Dominion (TD-T) followed by CIBC (CM-T) with this being his 3rd pick.
banks
PAST TOP PICK
(Was a Top Pick Apr 5/05. Up 32%.) If oil averages $50 a barrel, the net asset value of the stock could be $75/80. The cash flow per share, $10.25 this year and $12.50 next, it is one of the cheaper ones around. It looks like they are going to be able to do the Horizon field in the oil sands by themselves. Good long term holding.
oil / gas
COMMENT
The pricing outlook for coal is fixed through 2006, met coal at US$125 a ton. Looking out to '07/'08, there are worries about the level of steel production, the extent of exports from China and price weakness. This trust gives a wonderful yield, but how long will it last.
other mines
WEAK BUY
Aliant
Torn on this stock. If you want the pure income, would go with BCE (BCE-T) or if you want growth, go with Telus (T-T). Pays a decent yield around the 4% level.
telephone utilities
STRONG BUY
Alcan Aluminum
Getting close to its 5 year lows. China put on a 5% export tax on Chinese companies, but that didn't do much good, so another charge is being added to that. Given the long term demand/supply situation, the inventory problems will be short lived and this is a great buy.
integrated mines
PAST TOP PICK
Zed.i Solutions Inc
(Was a Top Pick Apr 5/05. Down 30%.) Still likes. Likes the energy service space. Instead of selling the product by ones or twos, it looks like they may be selling in large groups of 100 per pop.
oil / gas field services
TOP PICK
Pason Systems Inc.
(Was a Top Pick Apr 5/05. Up 17%.) Would buy on weakness. There will be some weakness in the 2nd quarter because of weather related factors in Alberta. Would Buy more at $19.
oil / gas field services
HOLD
Cott Corp
Stumbled badly because of distribution problems. Watching to see how they solve those problems. When they do, he will probably be a buyer.
food processing
BUY
Made a major acquisition of Krang Energy. One of his favourite trusts.
investment companies / funds
BUY
More of a natural gas play. One of his favourite trusts.
oil / gas
BUY
Likes.
electrical utilities