Hawks

Thanks NormR.

Anyone have access to the latest Globe and Mail article by the Contra Guys re a "sleepy stock"? What and why did they recommend what they did? thanks.

XOM and SU

Uccmal Agree on CNQ and SU. Also XOM. Have been buying all 3.

Wondering what others on this board are holding in cash at present. I'm at 33%. Always looking for opportunities, but have reduced my weights in some of my long term, successful holdings eg U.S. banks.

phg - finally spinning off the lighting/automotive business. Healthcare business should do well. Southeastern (Longleaf) just increased their position.

RDC

dutchman Not buying for the natural gas, but for their growing exposure to crude oil. With increasing gas asset sales and growing oil reserves, don't think the market yet realizes the transformation. And when some smaller crude oil companies struggle with lower crude prices, ECA will gobble them up on the cheap. Similar story as CHK but ECA is much stronger financially imo. Also bought more SSW for their growing dividend and all new vessels are fully leased once again.

eca

+1 Andy

more xom this a.m.

bought some a few weeks ago during the debacle: cnq, xom, bp

Boralex (blx) on TSE.

CNQ and XOM

For the long haul: BAC, BRK.B, ATD.B

In addition to bac and ssw previously noted, bought ctrx and qcom.

bac and ssw

jpm (as market opened today) and gud (TSX)

bac and brk.b

AIG and BCS.

Guelph, Ontario.

Appreciate Mr. Market helping me add to my Berkshire b shares.

Great article. Thanks for posting.

Owned FFH 2 or 3 times over the years; I remember the days of the short sellers and under $100. Currently have 0%.

The weaker Cdn dollar versus U.S. should benefit Canadian manufacturers selling into the American market since their quotes will be more competitive than their U.S. counterparts. Might take 6-12 months for this effect to show up on earnings. One example would be ATS Automation (ata on TSX). Anyone have other names to add?