Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 4 registered members and 84 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
| Jason Zandberg of Acumen Capital Finance Partners Ltd. |
|---|
| Suite 700, 404 6th Avenue SW |
| Calgary AL |
| T2P 0R9 |
| (403) 571-0300 |
| Jason Zandberg's website |
| Toll Free: 888-422-8636 |
| Fax: (403) 571-0310 |
| jzandberg@acumencapital.com |
| BUY | Clearwater Seafoods Inc. | CLR-T | 5.270 | Impressed with management. They bring an innovative approach to the seafood market. Have had some problems in the past, but seem to have worked through them. The market will probably take some time to warm back up to the story. Strong Cdn$ will hurt. | 2006-09-07 | ||
| TOP PICK | Parkland Fuel Corp | PKI-T | 31.000 | The largest fuel marketer in western Canada. Also operate gas bars. Recently got a contract with Esso. High margin business. | 2006-09-07 | ||
| BUY | Trinidad Energy Services | TDG.UN-T | 16.400 | An energy services company, but more in the drilling aspects. A little bit sensitive to commodity prices and drilling activity. | 2006-09-07 | ||
| BUY | Tree Island Wire Income Fund | TIL.UN-T | 9.450 | Steel products such as nails, galvanized wire etc. Stock prices dropped because of housing fears but is only about 30% exposed to the housing construction market. Commercial construction is doing very well. The high inventories have been worked through and there should be some upside from here on in. | 2006-09-07 | ||
| WEAK BUY | Chartwell Seniors housing | CSH.UN-T | 13.770 | Seniors housing. The seniors market tends to be priced a bit lower than your traditional REITs. It will be making some acquisitions in order to increase growth. Not a big fan of REITs. | 2006-09-07 | ||
| BUY | Peak Energy Services | PES-T (Dead) | 10.440 | Likes the energy services sector. Has been a bit weak over the last 5/6 months. Had a week Q2 because of labour costs. Expect it to rebound. | 2006-09-07 | ||
| BUY | Cathedral Energy Services | CET-T | 10.020 | Stock is down and was a victim of falling gas prices. This company has a fair amount of business in the US in the Rocky Mountain region and has been growing rapidly. A good buying opportunity. | 2006-09-07 | ||
| BUY | Boardwalk REIT | BEI.UN-T | 31.060 | Not a big fan of REITs. Properties are primarily in Alberta. Have continually increased their guidance. If there is a growth REIT, this is probably one of the better ones. | 2006-09-07 | ||
| BUY | Golf Town Income Fund | GLF.UN-T | 11.500 | Big box retailers have definitely been outperforming other retailers. Likes this one. Good format. | 2006-09-07 | ||
| DON'T BUY | TerraVest Income Fund | TI.UN-T | 8.690 | Like a holding company. They make different investments in various business sections. Likes the model. Had a few stumbles in the past. Prefers others. 15.8% yield is a red flag. | 2006-09-07 | ||
| BUY | AvenEx Energy Corp | AVF-T | 9.400 | Has holdings in oil and gas, real estate and financial services. Feel that their assets are undervalued. Management has a very strong track record in making acquisitions. | 2006-09-07 | ||
| BUY | Phoenix Energy Services | PHX-T | 7.980 | An energy services company. Likes the sector and thinks it will rebound. | 2006-09-07 | ||
| BUY | Keystone North America Inc. | KNA-T (Dead) | 8.120 | Funeral home operator. Operate out of 27 US states as well as in Ontario. More deaths are fuelling their growth, but attitudes to cremation have changed and % of cremations are expected to rise, which will squeeze margins. 12% yield. There is still growth here. | 2006-09-07 | ||
| WEAK BUY | E. D. Smith Income Fund | JAM.UN-T | 8.910 | Doesn't fit his criteria for picking small cap trusts. There is not the year over year growth that he would expect. However, it has a strong brand name and there is stability. A conservative approach. | 2006-09-07 | ||
| BUY | XS Cargo Income Fund | XSC.UN-X (Dead) | 14.400 | Specialty retailer. Very similar to Liquidation World. Sales per square foot are off the charts. Good growth. | 2006-09-07 | ||
| DON'T BUY | Arriscraft International Income Fund | AIN.UN-T (Dead) | 4.850 | Specialty stone, brick, limestone etc. Have restarted distributions and the yield is about 8.5%. Have a debt level that is not in the danger zone, but to high for him. They are also using a lot of money to update their Georgian plants. A void until the debt level is a bit better. | 2006-09-07 | ||
| BUY | Bonnett's Energy | BT-T | 22.400 | Was priced very attractively on its IPO and has outperformed. Good management. | 2006-09-07 | ||
| DON'T BUY | Liquor Barn Income Fund | LBN.UN-T | 12.000 | This sector has very low yield. Valuations are pretty high. Competition from a similar company. Growth by acquisition. | 2006-09-07 | ||
| TOP PICK | Essential Energy Services Ltd. | ESN-T | 7.760 | Provide truck and rig based services to the oil/gas industry. Not dependent on new drilling activity. Well diversified geographically in western Canada. Trading at about 12.5% yield. Can see this at above average growth relative to their peers. | 2006-09-07 | ||
|
| |||||||
| BUY | Carfinco Financial Group | CFN-T | 4.000 | Provides prime lending for purchasing automobiles. A great little trust. Based out of Edmonton. Have had 11 consecutive quarters of growth. Has increased distributions 10 times over the last 2.5 years. | 2006-09-07 | ||
| TOP PICK | Cervus Euipment Corp. | CVL-T | 10.900 | Agricultural equipment, mainly John Deere. They buy heavy equipment dealerships at about 2 or 3 X earnings. Have also started buying Bobcat dealerships in Alberta. | 2006-09-07 | ||
| BUY | High Arctic Energy Services Inc | HWO-T | 11.250 | Underbalanced drilling which is highly correlated with gas wells. Gas has been weak. If you believe that natural gas prices will recover, this should recover. | 2006-09-07 |
