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| Chyanne Fickes of Stone Funds |
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| TOP PICK | Apple | AAPL-Q | 356.440 | Trading at a very low valuation compared with its growth rate. They just keep beating on expectations. Created a $20 billion market out of nothing from their tablet. | 2011-08-22 | ||
| DON'T BUY | Bank of America | BAC-N | 6.420 | Very volatile. Doing their very best to prop up the balance sheet. Just sold their credit card business to Toronto Dominion (TD-T) and will exit its credit card businesses in the UK and Ireland. US banks are still at the whim of what is going on in Europe. | 2011-08-22 | ||
| DON'T BUY | Bank of Montreal | BMO-T | 57.350 | Not going to increase its dividend. Being pretty aggressive in the US, which concerns her. Not one of the better banks at this time. | 2011-08-22 | ||
| BUY | Canadian Pacific Rail | CP-T | 54.040 | Very good stock but has been weakened in this latest downturn. Dow Jones transports broke down today, which is not a very good sign. From a pure valuation play this one looks very good. Loadings have been very strong. | 2011-08-22 | ||
| DON'T BUY | General Electric | GE-N | 15.110 | A little too big of a company to have a good growth profile. Although they are in all the right areas, there are a lot of areas they are trying to go back on. Still have a lot of restructuring to do. | 2011-08-22 | ||
| DON'T BUY | Corning Inc | GLW-N | 14.160 | Their big product right now is the Gorilla glass but the stock is not that cheap. Very low growth. | 2011-08-22 | ||
| PAST TOP PICK | Manulife Financial | MFC-T | 12.570 | (A Top Pick Nov 22/10. Down 13.68%.) Sold her holdings at about $17. | 2011-08-22 | ||
| DON'T BUY | Research In Motion | RIM-T | 26.270 | There's a saying “never buy a cheap technology stock” and this one is very cheap. Domestic revenue is on the decline and they are losing market share. Doesn't make a good package for her. | 2011-08-22 | ||
| DON'T BUY | Royal Bank | RY-T | 48.480 | There are other banks that are better value at this time. Revenues are very highly leveraged to the capital market so not as stable as you might get in other banks. | 2011-08-22 | ||
| DON'T BUY | Sunlife Financial | SLF-T | 24.840 | Both Manulife (MFC-T) and this company are very dependent on capital markets and markets, both Canadian and US, have not been very good in the last couple of months. Doesn't like the lifecos at all. | 2011-08-22 | ||
| STRONG BUY | Suncor Energy Inc | SU-T | 28.830 | This is a very good time to buy. Even if oil goes lower, their balance sheet is very good and their CapX will not be affected. | 2011-08-22 | ||
| BUY | Wi-Lan Inc. | WIN-T | 6.500 | As a result of the decline in stock price, because of their bid for Mosaid (MSD-T) this represents good value here. If they are successful it will be very good for them. | 2011-08-22 | ||
| TOP PICK | Calfrac Well Services Ltd | CFW-T | 31.200 | (A Top Pick Nov 22/10. Up 2.56%.) Big fracing play. A lot of companies are talking about increasing the fracs this year. Backlog numbers are excellent. Contracts seem to be pretty stable. | 2011-08-22 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil. Could see it over $100 this summer but could also see it $10 lower. Will probably not break 100 because of the weaker economy. A lot of Canadian companies are in Colombia and doing extremely well. | 2011-08-22 | ||
| HOLD | Mosaic Company (The) | MOS-N | 62.790 | Trades in line with the other fertilizer stocks. Has been disappointing up till now. We are coming into the fall planting season so it should have as little uptick from here. | 2011-08-22 | ||
| TOP PICK | CASH | CASH | 0.010 | She is currently running at about 20% cash. Economic numbers in the US have been very weak. Also concerned about the European situation. There are a lot of good things out there that will get cheaper. | 2011-08-22 | ||
| PAST TOP PICK | Dollar Tree | DLTR-Q | 64.960 | (A Top Pick Nov 22/10. Up 18.3%.) Took some profits on this one. | 2011-08-22 | ||
| DON'T BUY | BCE Inc. | BCE-T | 34.530 | Doesn’t like any of the telecoms because of the competition coming down the pipe with the newer mobiles. If she were choosing one, it would be Telus (T-T) as it is in the part of the country that is seeing better growth. | 2010-11-22 | ||
| BUY | Canadian Imperial Bank of Commerce | CM-T | 78.660 | Getting more positive on this bank. Banks will see slower growth in earnings. Of the Big 5, those with better domestic operations will do better and this is one of the best. | 2010-11-22 | ||
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| Comment | Canadian Western Bank | CWB-T | 26.440 | Probably the most expensive bank but there is good reason for that being in the highest growth area of Canada. Growth in earnings looks pretty good. | 2010-11-22 | ||
| TOP PICK | Manulife Financial | MFC-T | 14.880 | Still a lot of questions but likes that they will be concentrating on reducing volatility and risk. A contrarian play. | 2010-11-22 | ||
| DON'T BUY | Rogers Communcations (B) | RCI.B-T | 36.910 | Doesn’t like any of the telecoms because of the competition coming down the pipe with the newer mobiles. If she were choosing one, it would be Telus (T-T) as it is in the part of the country that is seeing better growth. | 2010-11-22 | ||
| DON'T BUY | Research In Motion | RIM-T | 60.400 | Facing a lot of headwind with its enterprise with a lot of big companies trying to save money by going to the iPhone. | 2010-11-22 | ||
| BUY | SNC-Lavalin Group Inc. | SNC-T | 55.080 | Fabulous company. Just got another contract with a power project in Tunisia. Backlog is very good, highest it’s ever been. Emera (EMA-T) has just announced a $6 billion project at Churchill Falls and this company will probably get a good chunk of that. | 2010-11-22 | ||
| BUY | Suncor Energy Inc | SU-T | 34.890 | One of the best oil/gas companies out there. Just intimated they might let Syncrude go and funds from this could go to a share Buy Back.. | 2010-11-22 | ||
| Comment | Toronto Dominion | TD-T | 74.470 | There is a big question on dividends of the banks and at this point they are able to increase dividends, but because of the uncertainty of Basil 3, none of them seem willing. This one and Bank of Nova Scotia (BNS-T) are best positioned to increase them. Probably in the 1st quarter of 2011. | 2010-11-22 | ||
| DON'T BUY | Telus Corp | T-T | 47.050 | Doesn’t like any of the telecoms because of the competition coming down the pipe with the newer mobiles but if she were choosing one, it would be this as it is in the part of the country that is seeing better growth. | 2010-11-22 | ||
| TOP PICK | Calfrac Well Services Ltd | CFW-T | 31.150 | Likes oil services area and this is one of the better positioned in Canada. Benefiting from increased pressure pumping out west. Recently did a joint venture which put another $236 million into their CapX program. Equipment will probably be on line by 2nd quarter of 2011. Margins are weaker but stock is trading at about 10X 2012 earnings and 13X 2013 earnings. | 2010-11-22 | ||
| BUY | Cineplex Inc | CGX-T | 21.510 | Trust conversion will not be a big negative. Have gone to great lengths to diversify their revenue stream. Just announced an on-line product that will compete with Netflicks, etc. | 2010-11-22 | ||
| HOLD | Questerre Energy | QEC-T | 1.460 | Some lawsuits involving European investors because of the moratorium involving shale gas drilling in Quebec. | 2010-11-22 | ||
| TOP PICK | Dollar Tree | DLTR-Q | 54.820 | Benefiting from the move in the US to lower pricing. Recently made an acquisition in western Canada giving them almost 5000 stores in the US and western Canada. Expect they will push into eastern Canada. Wal-Mart (WMT-N) has been losing market share to them. Cheap valuation. | 2010-11-22 | ||
| STRONG BUY | Agrium | AGU-T | 46.000 | She's a big fan of agricultural stocks in general. The whole area has been crushed. Looks like a great buy at this point. | 2008-11-04 | ||
| DON'T BUY | Bank of Nova Scotia | BNS-T | 40.420 | Thinks that the Dow will go back and retest its lows. Economic data coming out in the next couple of months is probably going to be pretty bad. Trades at a premium to the rest of the banks except for the Royal (RY-T). With the problems they are having in Latin and South America she would be cautious. | 2008-11-04 | ||
| Comment | Canadian Imperial Bank of Commerce | CM-T | 57.430 | Not a fan of management. Really got knocked down in the last 1.5 years relative to the other banks. Doesn't have the same level of risk because of what happened in the past. Probably the least riskiest of the banks. | 2008-11-04 | ||
| DON'T BUY | Manulife Financial | MFC-T | 26.080 | Longer-term, this is a great company. Recently had a nice bounce. Had some issues with financing and will take some hits on their asset (?) so they may have to raise money. Short-term you don't want to be in the stock. | 2008-11-04 | ||
| TOP PICK | Research In Motion | RIM-T | 64.000 | Has been beaten up with everything else and is probably trading at a PEG ratio of about 0.2, which means it's PE ratio is about 11 on next year's earnings. | 2008-11-04 | ||
| DON'T BUY | UTS Energy | UTS-T (Dead) | 0.980 | Recently had issues with their ability to finance their current project. Way too risky at this point. | 2008-11-04 | ||
| TOP PICK | Oilexco Inc | OIL-X | 5.660 | One of the cheapest stocks on the index today. North Sea play, Huntington had 2 wells come in recently. Proven and possible reserve will be increased by the end of the year. Cash flow in 2008 of about $800 million and 2009 $1.4 billion. Market cap $700 million and are more than able to cover capital expenditures with their cash flows. | 2008-11-04 | ||
| HOLD | Extendicare REIT | EXE.UN-T | 4.530 | When you have a stock that is trading with a yield like 24%, the company has no incentive to continue to pay. Will continue pain until the end of the year but it's a pretty good bet the distribution will be cut. | 2008-11-04 | ||
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| TOP PICK | CASH | CASH | 0.010 | Economic news coming out is pretty bad. Rising unemployment, tightening credit and rising unemployment. | 2008-11-04 | ||
| BUY | Aecon Group Inc | ARE-T | 15.230 | A great little infrastructure play, but a little overvalued. Would probably buy. Good for retail investor as it is very thinly traded. | 2007-10-01 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 6.050 | Doesn't like the management. Stock is overvalued. | 2007-10-01 | ||
| DON'T BUY | Fortis Inc. | FTS-T | 27.000 | Has always thought that for a utility company it is quite expensive at 20X earnings. Doesn't really grow at 20%, so she doesn't see the point of owning it. | 2007-10-01 | ||
| SELL | Great West Lifeco | GWO-T | 36.420 | They apparently are also involved with the sub prime situation. Given that it has done really well in the last little while, relative to ManuLife (MFC-T), she would switch. | 2007-10-01 | ||
| DON'T BUY | Loblaw Companies Ltd | L-T | 45.250 | Do not buy stocks on the way down, as you can't tell when a low has been reached. Distribution centres still aren't fixed. Biggest issue with these companies, besides Wal-Mart, are rising food costs that will cut into margins. | 2007-10-01 | ||
| TOP PICK | Manulife Financial | MFC-T | 41.240 | (A Top Pick Nov 6/06. Up 8.4%.) Has concerns about the banks but wants to be in the financials and this is a phenomenal company. Earnings are growing at 15%. Have a 17% ROE. Well diversified in products, distribution and geographically. | 2007-10-01 | ||
| DON'T BUY | National Bank of Canada | NA-T | 55.250 | Of all the banks, they are probably the most exposed to the subprime problems in the US and will have the biggest hit. Would wait for more clarification before buying. | 2007-10-01 | ||
| PAST TOP PICK | Niko Resources | NKO-T | 97.450 | (A Top Pick Nov 6/06. Up 39.9%.) Own a block in the Indian Sea and are currently negotiating the gas price. Could get a good price of $4.20 BTU. Starting new drilling in which they have 100% interest. Still a Buy. | 2007-10-01 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 17.370 | Have questions about their basic fundamental business. When she looks at a stock, the first thing she checks is management. They actually haven't had a clean income statement for years. | 2007-10-01 | ||
| HOLD | Petrobank Energy and Resources | PBG-T | 38.600 | This is a stock where the fundamentals keep changing. You're getting more of a valuation for their Thai technology. The Street has not given full valuation for their technology. Their company Petrominerales (PMG-T) in Colombia has been a real moneymaker for them. Pretty much fully valued. | 2007-10-01 | ||
| DON'T BUY | Research In Motion | RIM-T | 97.900 | This has been a great trading stock. At this price, it is supposed to make $.50, which gives you a 50X trailing PE. Getting a little pricey. Competition is growing. | 2007-10-01 | ||
| DON'T BUY | Rona Inc | RON-T | 22.000 | Stocks in this sector in the US have been really beaten up. Our housing industry has not sustained the same decline, but she feels we are reaching the top of a bubble here. If there is a downturn in the economy, there could be more downside on this stock. | 2007-10-01 | ||
| HOLD | Royal Bank | RY-T | 55.930 | A good long-term hold. Her other choices in banks would be Toronto Dominion (TD-T) and Scotia (BNS-T). At this price, she is taking some money off the table and putting it into non-bank financials. | 2007-10-01 | ||
| DON'T BUY | Shoppers Drug Mart Corp | SC-T | 54.550 | Has been a spectacular stock. Have had a recent initiative of expanding into Quebec, which could be quite profitable for them. Have really decent earnings growth in 08 and 09, but you are looking at 15% growth in a 14X PE making it fully valued to her. | 2007-10-01 | ||
| Comment | Toronto Dominion | TD-T | 76.330 | If she was going to own a bank, the 3 that she likes would be this one, Royal (RY-T) and Scotia (BNS-T). They have the least exposure to the sub primes. | 2007-10-01 | ||
| STRONG BUY | Thomson Reuters Corp | TRI-T | 42.450 | In the past 12 months they have completely reinvented themselves. There are not a lot of analysts’ reports that have really got into the guts of what the company has done in the last little while. A great little Buy here. Really cheap. | 2007-10-01 | ||
| TOP PICK | Telus Corp | T-T | 57.740 | Last quarter wasn't great and the stock got really hit. Has under performed the group and is a great value play. She is looking for this quarter to be much better. Will be re-capitalizing their balance sheet, so that will look better. To roll out their GSM system, it will only take about $450 million of capX, which is really good. | 2007-10-01 | ||
| TOP PICK | Oilexco Inc | OIL-X | 14.500 | In the North Sea and have had great success finding oil. Planning on exiting 08 at 70,000 barrels a day and 100,000 in 09. Costs are going up as they are going into a new development, which will be started in the 2nd half of 08. Cash flow will grow significantly. | 2007-10-01 | ||
| PAST TOP PICK | TSO3 Inc | TOS-T | 2.300 | (A Top Pick Nov 6/06. Down 19.3%.) It's just a matter of time. If you are looking for fast money, take it out and move on. She is keeping hers as a Hold. | 2007-10-01 | ||
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| BUY | Allen-Vanguard Corp. | VRS-T | 9.740 | Products have become much more commodity driven given what is going on in Iraq. There is a $20 target on this stock and it has been extremely volatile. A little pricey, but not a bad play. | 2007-10-01 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Canadian banks - Not keen on the banks in general. Have more issues than the other non-bank financials. Sub primes are causing them to have write offs. Basic Capital Market business is going to be slowing. | 2007-10-01 | ||
| BUY | Kaboose Inc. | KAB-T | 2.630 | Family oriented website for children and mothers. They are doing quite well and looking at $.15 in 09. Has a 40% growth rate. | 2007-10-01 | ||
| WATCH | CI Financial Income Fund | CIX.UN-T | 26.450 | Has done extremely well. The issue right now is what is going to happen with Dundee (DW-T). She would wait until that is cleared up. They could get stuck in a bidding war. | 2007-10-01 | ||
| Comment | Dundee Wealth Management Inc. | DW-T (Dead) | 17.300 | Bank of Nova Scotia (BNS-T) just completed an agreement for 18% of the stock. CI Financial (CIX.UN-T) is also interested, but have to put a memorandum to the board. Until that happens, we won't know what will happen. An arbitrage play at this point. | 2007-10-01 | ||
| BUY | Timminco Ltd. | TIM-T (De-Liste | 14.200 | High-grade silica for solar panels. Recently did a $84 million financing and with that are increasing their production facilities in Quebec and will be able to refine almost triple their capacity. Expect silica will go up from about $50,000 a metric ton to about $65,000 on the next contract. There is a worldwide shortage of this product. | 2007-10-01 | ||
| DON'T BUY | LuLulemon Athletica | LLL-T | 42.690 | Grossly overvalued at 70X expected earnings. | 2007-10-01 | ||
| BUY | Bank of Nova Scotia | BNS-T | 49.330 | Because of their international exposure it will provide the least amount of downside risk and could be the best bank on the upside. | 2007-08-02 | ||
| SELL | Celestica Inc | CLS-T | 6.180 | Has never been one of her favourites. If they were ever to do well, now would be the time. Price cutting in this area has been horrendous. Margins are razor thin. | 2007-08-02 | ||
| Comment | Manulife Financial | MFC-T | 39.560 | Stock has been dead for some time and she can't explain it. Numbers are good and they are executing well in the US. | 2007-08-02 | ||
| TOP PICK | Niko Resources | NKO-T | 95.490 | Have had some excellent results in terms of exploration. The more holes they drill and the more success they have, the higher the value of the company becomes. | 2007-08-02 | ||
| BUY | Nexen Inc | NXY-T | 32.790 | Trades in line with the other oil companies. Not a bad buy at this price. | 2007-08-02 | ||
| HOLD | Research In Motion | RIM-T | 236.100 | Loves to trade this, as it is a great trading stock. She'll probably keep her holdings until after the split. Great management. | 2007-08-02 | ||
| BUY | Sunlife Financial | SLF-T | 51.340 | Just came out with excellent earnings. Looks interesting. | 2007-08-02 | ||
| HOLD | Talisman Energy | TLM-T | 19.210 | Just announced results that were quite good and in line with what was expected. Market is not expecting the commodity price to stay where it is. Had a significant production decline in the North Sea. They are also in the process of selling off assets. | 2007-08-02 | ||
| TOP PICK | Telus Corp | T-T | 60.400 | Reporting to moral and she is expecting good things. Margins are good. Making a huge amount of money on wireless. Doesn't think they will be making a play for BCE. | 2007-08-02 | ||
| BUY | Wi-Lan Inc. | WIN-T | 3.300 | Getting companies to pay up for use of their patents. Failed to announce a major deal by the end of July, which they said they would do. Earnings estimates for the next 2 years are in the neighbourhood of $.45-$.50. Very cheap. | 2007-08-02 | ||
| TOP PICK | Oilexco Inc | OIL-X | 12.900 | Feels that oil prices will stay strong. OPEC is not increasing production. China is still a strong consumer. | 2007-08-02 | ||
| Comment | Uranium One Inc. | UUU-T | 11.840 | All the uranium stocks have been decimated because of the uranium price decline. Really won't know what this company can do until the acquisition is completed later this month. | 2007-08-02 | ||
| Comment | Brookfield Asset Management (A) | BAM.A-T | 36.290 | Has been hit in the last few weeks but doesn't think this is totally warranted. There are concerns about the Meryl Lynch rental agreement in their New York holdings. | 2007-08-02 | ||
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| HOLD | Angiotech Pharmaceuticals | ANP-T (Dead) | 7.310 | Have had serious problems with their stents. The whole area is having issues. Excellent management. They have big pipeline and the technology is still excellent. | 2007-07-05 | ||
| Comment | BCE Inc. | BCE-T | 41.580 | The difference between current stock price and what the Teachers’ Pension is offering is due to arbitrage. There is a 6-month wait before you get your money from the teachers. | 2007-07-05 | ||
| BUY | Bank of Nova Scotia | BNS-T | 51.790 | Hollinger has a lawsuit for $50 million, which to a bank is not serious. She doesn't think there's any merit in it. Earnings growth rate looks excellent. Well-run bank. | 2007-07-05 | ||
| SELL | Celestica Inc | CLS-T | 6.730 | She sees no reason whatsoever to own the stock. Net margin for 2007 was .04%and are now trading at a 44 multiple. | 2007-07-05 | ||
| BUY | Canadian Imperial Bank of Commerce | CM-T | 95.570 | Likes management. Stock has done very poorly in the last little while and is unwarranted. | 2007-07-05 | ||
| DON'T BUY | Canadian National R.R. | CNR-T | 55.090 | Having some issues with carloads being down due to slowing economy and manufacturing getting hit. Now trading at a discount to Canadian Pacific (CP-T). | 2007-07-05 | ||
| Comment | Manitoba Telecom Services | MBT-T | 48.370 | Has done very well. Yield is quite high, but there is concern that they will not be able to continue with that kind of dividend. Could be a target at some point, which is why it is at its current high price. | 2007-07-05 | ||
| PAST TOP PICK | Manulife Financial | MFC-T | 39.460 | (A Top Pick July 4/06. Up 9.4%.) Having a very tough time getting over $41. Great management. Opening up 380 new sites in China next year. | 2007-07-05 | ||
| DON'T BUY | National Bank of Canada | NA-T | 61.320 | Banks in general are not her favourite. This one suffers from being a regional bank with very little room for growth. | 2007-07-05 | ||
| TOP PICK | Niko Resources | NKO-T | 98.580 | (A Top Pick July 4/06. Up 55.6%.) Every time they drill in the D6 block the NAV goes up. Expect at some time this will be a takeout. | 2007-07-05 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 24.900 | This is an example of a company that shouldn't really be listed. Haven't had financial statements that you can rely on. | 2007-07-05 | ||
| BUY | Petrobank Energy and Resources | PBG-T | 29.000 | Light oil in Saskatchewan, heavy oil in Columbia and a new technology Thai for the oil sands. Thai technology is extremely attractive. | 2007-07-05 | ||
| BUY on WEAKNESS | Power Financial Corp | PWF-T | 40.750 | Likes the stock, but doesn't think it's a great entry point. Phenomenal company. Likes all of their businesses. | 2007-07-05 | ||
| BUY | Rogers Communcations (B) | RCI.B-T | 45.930 | One of the better companies out there. Undervalued. Has done well and will continue to do well. Investors will have to sell their BCE shares and some of that will move into this stock. | 2007-07-05 | ||
| DON'T BUY | Shoppers Drug Mart Corp | SC-T | 48.250 | Stock is priced to perfection. Have never disappointed in terms of their earnings. At 24 X earnings with an 8% growth rate it is not good value. | 2007-07-05 | ||
| BUY | Talisman Energy | TLM-T | 20.700 | Traits in line with the price of oil. If you think the end price will increase, like she does, this is a pretty good holding. | 2007-07-05 | ||
| TOP PICK | Telus Corp | T-T | 65.260 | Great franchise. The situation with BCE is going to benefit them. When BCE investors have to cash out, this is a logical place for them to put their money. | 2007-07-05 | ||
| DON'T BUY | TSX Group | X-T | 43.220 | An expensive stock. Are definitely going to have very strong competition in the next couple of years. | 2007-07-05 | ||
| TOP PICK | Oilexco Inc | OIL-X | 13.100 | Oil/gas exploration play in the North Sea. Having tremendous success recently in the Huntington block where they found a lot of 41-degree (high-quality) oil and gas. Also have 72% interest in 2 blocks adjacent. Trading at a ridiculously low multiple to cash flow. | 2007-07-05 | ||
| PAST TOP PICK | TSO3 Inc | TOS-T | 2.600 | (A Top Pick July 4/06. Down 12.5%.) Has a good breakthrough in sterilizing technology of medical equipment in hospitals. It will take over the industry and is just a matter of time. | 2007-07-05 | ||
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| BUY | Absolute Software Corp. | ABT-T | 26.400 | Their product is a chip in laptops that can trace it if stolen. Recently got 2 contracts and one of them were in the financial sector. A good takeout story. | 2007-07-05 |
