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Signal Opinion Expert

2001-12-19

DON'T BUY
Prime West Energy Trust (PWI.UN-T)
Reducing distribution because of poor return on oil/gas. Also made some expensive acquisitions.
investment companies/funds
Glenn MacNeill, P.Eng.

CIO & Sr. Portfolio Manager, Lawrence Asset Management

Price: $6.100
Owned: Unknown

2001-12-19

BUY
Suncor Energy Inc (SU-T)
Good assets. Well managed.
integrated oils
Glenn MacNeill, P.Eng.

CIO & Sr. Portfolio Manager, Lawrence Asset Management

Price: $47.750
Owned: Unknown

2001-12-19

BUY
Transalta Corp (TA-T)
A defensive stock. Good dividend. Low risk.
electrical/electronic
Glenn MacNeill, P.Eng.

CIO & Sr. Portfolio Manager, Lawrence Asset Management

Price: $21.400
Owned: Unknown

2001-12-19

BUY
TransCanada Corp (TRP-T)
A defensive stock. Good dividend.
oil/gas pipelines
Glenn MacNeill, P.Eng.

CIO & Sr. Portfolio Manager, Lawrence Asset Management

Price: $19.850
Owned: Unknown

2001-12-19

BUY
UTS Energy (UTS-T (Dead))
A very conservative play. Will be a while before production starts. A long term hold. A good price.
oil/gas
Glenn MacNeill, P.Eng.

CIO & Sr. Portfolio Manager, Lawrence Asset Management

Price: $1.350
Owned: Unknown

2001-12-19

TOP PICK
Viacom Inc. (VIA-Q)
Down because of economy. Good cash flow growth.
entertainment services
Michelle Calpin

Vice President, U.S. Equities, AIC Limited

Price: $43.300
Owned: Unknown

2001-12-19

DON'T BUY
Walgreen Boots Alliance (WBA-Q)
Has a lot of competition. Drug sale margins are very thin. Very expensive stock.
specialty stores
Michelle Calpin

Vice President, U.S. Equities, AIC Limited

Price: $32.950
Owned: Unknown

2001-12-18

DON'T BUY
A Comment -- General Comments From an Expert 
5% dividend. Prefers others in mining stocks.
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $14.450
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Bombardier Inc (B) (BBD.B-T)
A good long term company. Buy around $13.
transportation equip & components
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $15.400
Owned: Unknown

2001-12-18

BUY
Bombardier Inc (B) (BBD.B-T)
15 X earnings. Guidance is for 15/20% growth.
transportation equip & components
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $15.400
Owned: Unknown

2001-12-18

BUY on WEAKNESS
BCE Inc. (BCE-T)
Has some interesting assets, but two of them are poor earners. Would buy at $35.
telephone utilities
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $36.850
Owned: Unknown

2001-12-18

TOP PICK
BCE Inc. (BCE-T)
Growth on core business. 6 X EBITDA (earnings before interest, taxes, depreciation and amortization.
telephone utilities
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $36.850
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Bank of Montreal (BMO-T)
Fairly valued, so no huge upside in the near term. Good long term.
banks
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $37.490
Owned: Unknown

2001-12-18

BUY
Bank of Montreal (BMO-T)
Good long term holding.
banks
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $37.490
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Bank of Nova Scotia (BNS-T)
Fairly valued, so no huge upside in the near term. Good long term.
banks
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $50.500
Owned: Unknown

2001-12-18

BUY
Bank of Nova Scotia (BNS-T)
Good long term holding.
banks
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $50.500
Owned: Unknown

2001-12-18

DON'T BUY
CI Financial Corp (CIX-T)
Fully valued now. Will be good eventually.
investment companies/funds
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $12.450
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Canadian Imperial Bank of Commerce (CM-T)
Fairly valued, so no huge upside in the near term. Good long term.
banks
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $56.500
Owned: Unknown

2001-12-18

BUY
Canadian Imperial Bank of Commerce (CM-T)
Good long term holding.
banks
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $56.500
Owned: Unknown

2001-12-18

BUY
Canadian National R.R. (CNR-T)
Well run.
Transportation
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $73.080
Owned: Unknown

2001-12-18

BUY
Canadian Pacific Rail (CP-T)
Has more upside than CNR as they can do a lot to increase their returns.
Transportation
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $31.650
Owned: Unknown

2001-12-18

DON'T BUY
Canadian Tire Corporation Ltd (CTC-T)
Pretty well fully valued.
specialty stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $27.500
Owned: Unknown

2001-12-18

TOP PICK
Labopharm Inc (DDS-T (Dead))
Making good contracts.
biotechnology/pharmaceutical
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $10.100
Owned: Unknown

2001-12-18

BUY
Descartes (DSG-T)
Starting to recover. Has cash. Good price.
computer software/processing
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $12.250
Owned: Unknown

2001-12-18

BUY
Enbridge (ENB-T)
Dividend should increase.
oil/gas pipelines
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $42.050
Owned: Unknown

2001-12-18

DON'T BUY
Fairfax Financial (FFH-T)
Expect interest rates will increase and create problems.
insurance
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $168.000
Owned: Unknown

2001-12-18

PAST TOP PICK
Four Seasons Hotel (FSH-T)
(Was a top pick on Aug 20 down 15.5%) Still buying.
lodging
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $70.000
Owned: Unknown

2001-12-18

BUY
General Electric (GE-N)
A good core long term holding.
electrical/electronic
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $39.720
Owned: Unknown

2001-12-18

BUY
CGI Group (A) (GIB.A-T)
Not a great business model, but have a good backlog of business and should have decent growth.
consulting
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $10.720
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Home Depot (HD-N)
Growth can be limited. Can do more work in efficiency.
specialty stores
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $50.160
Owned: Unknown

2001-12-18

BUY
Loblaw Companies Ltd (L-T)
Still has decent growth. Good long term.
food stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $50.450
Owned: Unknown

2001-12-18

TOP PICK
Manulife Financial (MFC-T)
Highest ROE (return on equity) of insurance companies. Good growth expected through their international interests.
insurance
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $42.750
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Magna Int'l. (A) (MG-T)
Getting more vehicles and more content per vehicle.
Automotive
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $98.000
Owned: Unknown

2001-12-18

TOP PICK
Martinrea (MRE-T)
New management. Expects big things.
metal fabricators
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $9.100
Owned: Unknown

2001-12-18

WAIT
Merck & Company (MRK-N)
Competition. Pipeline is weak now. OK long term.
biotechnology/pharmaceutical
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $58.500
Owned: Unknown

2001-12-18

BUY
Microsoft (MSFT-Q)
Not cheap, but will continue to lead.
computer software/processing
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $69.270
Owned: Unknown

2001-12-18

DON'T BUY
Nortel (NT-T (Dead))
Making some moves to correct problems. Will take a while.
Telecommunications
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $11.790
Owned: Unknown

2001-12-18

BUY
Oracle (ORCL-N)
10% annual growth. Good operating margins. Good prospects.
computer software/processing
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $15.050
Owned: Unknown

2001-12-18

DON'T BUY
Jean Coutu Group (PJC) (A) (PJC.A-T)
Good US acquisition. 25 X earnings. Prefers Shoppers.
department stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $30.770
Owned: Unknown

2001-12-18

BUY
Power Corp (POW-T)
Well run. Good assets. A lot of cash.
mngmnt/diversified
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $37.960
Owned: Unknown

2001-12-18

BUY
Patheon (PTI-T (Dead))
Good business. Solid management. Reasonable price.
biotechnology/pharmaceutical
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $10.950
Owned: Unknown

2001-12-18

PAST TOP PICK
Qualcomm (QCOM-Q)
(Was a top pick on Aug 20 down 16%) Still buying.
Telecommunications
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $53.600
Owned: Unknown

2001-12-18

DON'T BUY
Royal Caribbean Cruises (RCL-N)
A good sector going forward. Will recover but will take a while.
household goods
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $14.250
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Royal Bank (RY-T)
Fairly valued, so no huge upside in the near term. Good long term.
banks
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $51.450
Owned: Unknown

2001-12-18

BUY
Royal Bank (RY-T)
Good long term holding.
banks
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $51.450
Owned: Unknown

2001-12-18

TOP PICK
Sherritt International Corp. (S-T)
Stock is less than 3 X cash flow. Good nickel exposure.
integrated mines
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $3.930
Owned: Unknown

2001-12-18

BUY
Sobeys (SBY-T)
(Was a top pick on Nov 7 up 26%) Has room to grow. Cheap.
food stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $30.950
Owned: Unknown

2001-12-18

BUY
Shoppers Drug Mart Corp (SC-T (Dead))
Starting to look interesting.
specialty stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $17.440
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Siebel Systems (US) (SEBL-Q)
A good company. Buy in the low $20's.
computer software/processing
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $30.940
Owned: Unknown

2001-12-18

WAIT
Sun Life Financial Inc (SLF-T)
Clarica is a good acquisition. Have to integrate so can have some pressure in the short term.
insurance
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $34.000
Owned: Unknown

2001-12-18

DON'T BUY
Solectron Corp (SLR-N)
Prefers Celestica. Gave poor guidance.
electrical/electronic
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $12.100
Owned: Unknown

2001-12-18

BUY on WEAKNESS
Toronto Dominion (TD-T)
Fairly valued, so no huge upside in the near term. Good long term.
banks
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $41.630
Owned: Unknown

2001-12-18

BUY
Toronto Dominion (TD-T)
Good long term holding.
banks
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $41.630
Owned: Unknown

2001-12-18

PAST TOP PICK
Thomson Reuters Corp (TRI-T)
(Was a top pick on Aug 20 down 7%) Still likes.
publishing/printing
Glenn Paradis, BA, CFA

Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.

Price: $48.300
Owned: Unknown

2001-12-18

BUY
George Weston Ltd. (WN-T)
Can grow 15/20%
food processing
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $100.500
Owned: Unknown

2001-12-17

DON'T BUY
A Comment -- General Comments From an Expert 
No equity on the balance sheet.
David Baskin

President, Baskin Wealth Management

Price: $5.260
Owned: Unknown

2001-12-17

BUY
A Comment -- General Comments From an Expert 
In a cyclical low.
Bob Stodgell

President, Stodgell Inv Mngmnt

Price: $14.500
Owned: Unknown

2001-12-17

BUY on WEAKNESS
Alcan Aluminum (AL-T (Dead))
Prefers to buy in the $40's.
integrated mines
Bob Stodgell

President, Stodgell Inv Mngmnt

Price: $57.270
Owned: Unknown

2001-12-17

DON'T BUY
ATI Technologies (ATY-T (Dead))
Very expensive.
electrical/electronic
David Baskin

President, Baskin Wealth Management

Price: $21.000
Owned: Unknown

2001-12-17

BUY
Bombardier Inc (B) (BBD.B-T)
A lot of new contracts for trains, but this is a lower margin commodity. At a good price.
transportation equip & components
David Baskin

President, Baskin Wealth Management

Price: $15.230
Owned: Unknown

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