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Recent Top Picks Table


Signal Opinion Expert

2006-04-11

TOP PICK
Intact Financial (IFC-T)
The biggest property/casualty company in Canada. Consistently makes money on their insurance. Have a lot of distribution channels. Just raised their dividend.
insurance
Gavin Graham

Trustee, Pointbreak ETFs

Price: $55.890
Owned: Yes

2006-04-11

TOP PICK
Maxim Integrated Products Inc. (MXIM-Q)
(A Top Pick Aug 22/05. Down 13%.) A semiconductor manufacturer in analog technology. Well diversified. No debt. Operating margins are in the 40% range. Buying back stock right now. The backlog is showing a lot of strength.
electrical/electronic
Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Management

Price: $36.520
Owned: Yes

2006-04-11

TOP PICK
Symantic Corp (SYMC-Q)
(A Top Pick Aug 22/05. Down 20%.) Made a big acquisition of a data storage management company and the market s be has taken a wait and see a approach. Even better value than it was before. Very compelling value.
computer software/processing
Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Management

Price: $16.850
Owned: Yes

2006-04-11

TOP PICK
Telus Corp (T-T)
They have demonstrated the ability to make strategic moves such as Clearnet. 2.4% yield. Good price.
telephone utilities
Gavin Graham

Trustee, Pointbreak ETFs

Price: $45.520
Owned: Yes

2006-04-11

TOP PICK
TransCanada Corp (TRP-T)
3.8% dividend yield. The shares are down 8% this year. Picked up some cheap pipeline assets in the US. They have nuclear power plants.
oil/gas pipelines
Gavin Graham

Trustee, Pointbreak ETFs

Price: $33.700
Owned: Yes

2006-04-10

TOP PICK
Aur Resources (AUR-T (Dead))
A great copper stock. Feels there will be continued consolidation in the mid-tier of the metal stocks. He sees copper stocks continuing strong.
metal mines
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $16.300
Owned: Yes

2006-04-10

TOP PICK
Encana Corp (ECA-T)
Has lagged about 25% compare to its peer group. Trading at a big discount at 5 X cash flow Hedged 97% of their 2006 natural gas production at $7.20. On track to deliver 10% plus production growth over the next five years.
oil/gas
Laura Wallace

Managing Director, Coleford Investment Management

Price: $54.550
Owned: Yes

2006-04-10

TOP PICK
Hewlett-Packard Co (HPQ-N)
Was a chronic underperformer for a number of years. Some of the restructuring efforts have really started to take hold. Had two quarters in a row were they have beaten the estimates. Feels we are into a 2/3 years cycle.
electrical/electronic
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $33.100
Owned: Yes

2006-04-10

TOP PICK
IGM Financial Inc. (IGM-T)
Cheap, relative to its peer group. Good dividend yield of 3.2%. Has increased its dividend at 16.5% per year over the last five years. Demand for mutual-fund products is going to continue to increase.
investment companies/funds
Laura Wallace

Managing Director, Coleford Investment Management

Price: $49.120
Owned: Yes

2006-04-10

TOP PICK
3M Co. (MMM-N)
Good global diversification. Strong positions in China, India and Eastern Europe. Earns 35% on its equity. Earnings are expected to grow 10/12%. Trading at only 16.5 X earnings.
mngmnt/diversified
Laura Wallace

Managing Director, Coleford Investment Management

Price: $80.980
Owned: Yes

2006-04-10

TOP PICK
Suncor Energy Inc (SU-T)
(A Top Pick Jan 4/06. Up 24%.) If you're going to have energy exposure, this is the stock you want to own. There was a correction from the end of January through the end of February. The average oil stock went down 20% to 30%. This company held in very, very well.
integrated oils
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $95.050
Owned: Yes

2006-04-07

TOP PICK
ATS Andlauer Income Fund (ATS.UN-T (Dead))
A trucking business. Have shown tremendous growth and has a lot ahead of it. Expect it has a huge upside. Expect them to grow their distribution substantially (50%) over the next two years.
Transportation
Ravi Sood

President and Chief Operating Officer, Lawrence Asset Management

Price: $11.500
Owned: Yes

2006-04-07

TOP PICK
CCS Income Trust (CCR.UN-T)
A more defensive way to play the oil sector as an income trust. Works in the oil service waste management. Also starting to grow in the US. Good organic growth.
oil/gas field services
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $36.700
Owned: Yes

2006-04-07

TOP PICK
Mullen Group Ltd (MTL-T)
Ratio of over 20% on return of capital over the last five years. Good management. Continuing to make acquisitions. Will be merging with another company in May and spinning out another company focused in the high north.
Transportation
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $32.400
Owned: Yes

2006-04-07

TOP PICK
Obsidian Energy (OBE-T)
50% oil and 50% gas. One of the largest trusts. Does about 100,000 barrels a day in production. Trades at a discount to its peers. Have a lot of undeveloped acreage which has potential for CO2 flooding, a new technology which could boost reserves.
oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $41.500
Owned: Yes

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