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Jim Huang of Altamira Investments

Opinions from Jim Huang

WATCHResearch In MotionRIM-T72.100Likes its position in the mobile communication sector. They are the number one leader. There are some challenges coming up through Microsoft and Nokia however, the market is big enough for them to coexist. In the near term, the biggest issue is the patent dispute. In the case of an injunction, they have workaround solutions.2005-12-06
WATCHSears CanadaSCC-T36.450Its US parent has made a bid for it. At the current level, it is fairly valued.2005-12-06
TOP PICKCanadian Natural RsrcsCNQ-T56.400Management has been very capable in managing casts and consolidating small properties into profitable bigger companies. Likes their Horizon project in the oil sands and the stock could be $80 when this is complete.2005-12-06
DON'T BUYTransForce Inc.TFI-T17.550One of the earlier pioneers in converting into a trust. Has done very well in consolidating the trucking business. Being a bigger company has given them an advantage in competition for drivers. Have controlled their fuel expense fairly well. Currently priced to perfection.2005-12-06
DON'T BUYFour Seasons HotelFSH-T55.700They have done very well in the past. What has happened in the last couple of years is that they have had some non-core operating problems, especially in developing countries. They are missing the cycle. All other hotels are doing well. The next quarter will be the telling one.2005-12-06
WEAK BUYExAlta Energy Inc.EXA-T6.150This company is led by the ex-Husky executive who is quite capable. Has a good team around him. Good balance of properties in the West. Reasonably cheap and has done reasonably well since its operation. There are other names where he sees a bigger potential.2005-12-06
TOP PICKAce Aviation Holdings Inc. (B)ACE.B-T37.300Has reconstituted itself since the bankruptcy. The costs are lower and they are better operators than what they were before. They continue to have strategies to spin off more assets.2005-12-06
DON'T BUYFirst Calgary PetroleumsFCP-T7.700Had a nice pop when new executives were named. There also may be some takeover rumours. They have a lot of gas reserves in Algeria and North Africa however it is very difficult to commercialize these gases. Probably a little bit overpriced.2005-12-06
BUYCanadian National R.R.CNR-T95.050If you buy with the view for the next 3 to 5 years you should do very well. Amazing efficiency operations. They have the pricing power with the ability to pass on fuel costs.2005-12-06
WEAK BUYBCE Inc.BCE-T27.310They are in a tough spot. There is a lot of competition in new technology that is making it difficult for them.2005-12-06
TOP PICKYellow Pages Income FundYLO.UN-T15.510Have a good business with very little capital employed. This allows them to generate a lot of revenue and cash flow. Their real asset is the relationship they have through Yellow Pages.2005-12-06
WEAK BUYBiovail Corp.BVF-T27.600Not a stock for the fainthearted. They're doing quite well right now with good partners and good market share. Their problem is generic products that come in and take away market share driving margins down. Have to keep coming out with good products. Trading at a reasonable level. Probably a 15/20% upside for the next couple of years.'2005-12-06
BUYUTS EnergyUTS-T4.520Has a potential 50% upside. It's an early stage developing oil sands company. Have great partners. They could expand their reserves in this project. Also have leads outside of this project which could come into play. Very shrewd management.2005-12-06
HOLDBombardier Inc (B)BBD.B-T3.570Things are getting better after a couple of tough years. The travel industry is recovering. The real upside here is from the business jets. Could get to $4.50, maybe $5.2005-08-22
HOLDBCE Inc.BCE-T30.470In a transition now. They need to reposition from the old technology to the new internet based technology which they are doing. The flip side of that is they are having to spend over the last couple of years. Competition is getting more fierce. Has a lot of free cash flow giving them a lot of options. Can't see a lot of upside.2005-08-22
TOP PICKPetroKazakhstan IncPKZ-T64.580More a case of holding for the $55 cash bid rather than buying. Has lots of oil and is trading very cheaply. Thinks there will eventually be a spinout of a junior oil by the current management which will create value.2005-08-22
BUYPenn West Energy TrustPWT.UN-T32.830Likes the management and asset base. Price has gone up quite a bit in the last couple of months. The potential is in the large land base and all the assets they have.2005-08-22
HOLDCanadian National R.R.CNR-T80.100Had some bad luck lately, but they'll overcome that. He likes the company. Buy for the long term rather than the short term. Fairly valued, but not over valued.2005-08-22
TOP PICKACE Aviation Holdings Inc (A)ACE.A-T38.310Right now, this airline stock looks compelling. The airline business is recovering. People are travelling again, the economy's good. Even though the oil prices are high, they are able to pass on a lot of costs. Aeroplan is worth $2.3 billion to them.2005-08-22
WEAK BUYAngiotech PharmaceuticalsANP-T15.750Had some rough patches lately. Biggest claim to fame is licensing of their technology to Boston Scientific. They continue to be successful, the problem is, what do they do for an encore. Sales are set to decline. Have a good cash position and hopefully they will come up with a new product that will be successful. High risk and potentially high reward.2005-08-22
BUYCameco CorporationCCO-T56.280Their fortune is riding on the whole energy complex. In a unique position to take a big market share. They should continue to do well.2005-08-22
TOP PICKYellow Pages Income FundYLO.UN-T15.710Very stable cash flow. High profit margins and a lot of free cash flow. Able to control their costs and leverage their economic growth. Have been able to do 5/6% growth. 2005-08-22
BUYAlcan AluminumAL-T41.100High energy prices have been holding them back. Aluminum is very well controlled, so their challenge is to be able to control their costs and make it available for more products. A long term holding.2005-08-22
WEAK BUYPetrobank Energy and ResourcesPBG-T6.760Has 2 big projects, one in Columbia which has not doing as well as expected. The Canadian project is doing quite well. The real attraction is the enhanced oil recovery projects. A bit of a high risk situation.2005-08-22
BUYMosaidMSD-T22.000Has cash flow, but the biggest value of this stock is in patents. Won a case against Samsung, but not a lot of disclosure on settlement and length of patent. Difficult to judge fundamental valuations, but if it can have similar arrangements with the major semi-conductor companies, ther is probably more upside than downside.2005-01-19
BUYCanadian Imperial Bank of CommerceCM-T69.300Expects bank stocks will do quite well over a 5 year horizon. They do well in retail, wealth management and sometimes in international growth. Have a lot of cash on their balance sheets and can buy back stocks, pay extra dividends or do acquisitions. In the next 12 months the return will be lower than previous. 2005-01-19
BUYBank of MontrealBMO-T55.670Expects bank stocks will do quite well over a 5 year horizon. They do well in retail, wealth management and sometimes in international growth. Have a lot of cash on their balance sheets and can buy back stocks, pay extra dividends or do acquisitions. In the next 12 months the return will be lower than previous. 2005-01-19
BUYBank of Nova ScotiaBNS-T39.800Expects bank stocks will do quite well over a 5 year horizon. They do well in retail, wealth management and sometimes in international growth. Have a lot of cash on their balance sheets and can buy back stocks, pay extra dividends or do acquisitions. In the next 12 months the return will be lower than previous. 2005-01-19
BUYRoyal BankRY-T63.460Expects bank stocks will do quite well over a 5 year horizon. They do well in retail, wealth management and sometimes in international growth. Have a lot of cash on their balance sheets and can buy back stocks, pay extra dividends or do acquisitions. In the next 12 months the return will be lower than previous. 2005-01-19
TOP PICKToronto DominionTD-T49.100Biggest challenge for banks is how to grow revenue. TD has gone outside of Canada and bought a 51% stake in Bank North. This has created a platform in the US to continue to grow and increase revenues. Of all the 5 banks, TD and Bank of Nova Scotia have the most amount of cash on their balance sheets.2005-01-19
TOP PICKPetroKazakhstan IncPKZ-T45.600Even after the rise they've had over the last 5 years, they are trading at very low mutiples, 5 X this year's earnings and 6 X cash flow. This is because of their location in Kazakhstan which makes investors nervous. The government is very good in maintaining law and order. Doing buisness at a low cost and making a lot of money.2005-01-19
BUYJean Coutu Group (PJC) (A)PJC.A-T16.430Their business has been primarily in Quebec and North Eastern US and their acquisition of Eckerd's, although risky, should pay off. This quarter is the first one where they show the results of Eckerd's and there will be a lot of transition costs. Very good management. May have to be patient. Good sector.2005-01-19
BUYIvanhoe MinesIVN-T8.650Not a low risk situation. China is right next door to their Mongolian holdings and they need the copper. Under proper conditions, they would probably be willing to provide capital for the project. The question is, on what terms. High risk/high reward. Expect a lot of volatility and be patient.2005-01-19
TOP PICKCameco CorporationCCO-T42.600One of his riskier picks. Has risen many, many times over the last few years, but he likes uranium. It's in sync with his overall preference for energy. Thinks $30 a pound or higher for uranium is quite likely.2005-01-19
BUYCrystallex InternationalKRY-T3.830They have the rights to a Velezuelan mine and there is some disputeas to title. This should fade away. When they get their mine up and running, it should be worth $7/8 a share, but in the meantime there are a few hoops they have to jump through. Leveraged to gold and if gold goes up, they should do OK.2005-01-19
HOLDCanadian Tire Corporation LtdCTC-T69.000A pre-eminent Canadian retail franchise. Likes the company. In the short term, the stock is fully priced. In the last few years, they have done well in cutting costs and creating more shelf space and generating sales and that is now near its end. One of the big drivers has been credit cards. Will probably tread water.2005-01-19
BUYRussel MetalsRUS-T15.250Very well managed. Very conservative in their management of inventory in steel price cycles. Pays a dividend. Long term, a good hold. Short term there are some stell price risks. Relatively safe. You can buy for a long term hold, otherwise hold off.2005-01-19
BUYGreat West LifecoGWO-T39.900Will realize synergy savings and increased revenues from their Canada Life acquisition.2003-06-02
BUYCameco CorporationCCO-T41.120The flooding of the mine is getting under control. Their part interest in the Bruce Power acquisition drove all their earnings in the last quarter.2003-06-02
BUYNexen IncNXY-T32.400Their biggest asset is in Yemen. Has a political risk. Very cheap.2003-06-02
BUYKinross GoldK-T9.410Has great leverage to the price of gold. Has a lot of liquidity.2003-06-02
BUYEldorado GoldELD-T2.120A sizable find in Turkey which is stll awaiting permits. Good growth potential.2003-06-02
BUYAlcan AluminumAL-T42.750Should move further up.2003-06-02
TOP PICKCanadian Natural RsrcsCNQ-T53.850Very cheap at less than 3 X current and forward cash flow. Like the asset base of natural gas (50%) and light oil.2003-06-02
TOP PICKPetroKazakhstan IncPKZ-T16.600Higher risk, but should be able to produce cheap oil.2003-06-02
WAITSouthwestern ResourcesSWG-T8.350Have had some good core samples, but needs more samples for confirmation. Speculative and will take time. Could treat as a trading stock.2003-06-02
WEAK BUYTiberon Minerals Ltd.TBR-T2.750Vietnam mining laws are being developed. Project and economics looks fantastic. Political and financing risks are fairly big. Could be a 2/3 year wait.2003-06-02
BUYSuncor Energy IncSU-T24.150Higher commodity prices have been eroded by higher production costs. Good price and in a strategic position.2003-04-24
BUYFocus Energy TrustFET.UN-T11.360Good asset base. Internally managed.2003-04-24
DON'T BUYBema GoldBGO-T1.620On the expensive side for a junior. They have an option on the price of gold getting higher.2003-04-24
TOP PICKCanico ResourceCorp.CNI-T6.250High grade nickel assets and there is a positive view on nickel going higher. Not a lot of nickel projects at this time.Inco has an 18% position in this company.2003-04-24
TOP PICKTalisman EnergyTLM-T57.820Has a large amount of cash. Buying back shares. Production is expected to increase 10%. A take out candidate.2003-04-24
WEAK BUYAgnico-Eagle MinesAEM-T15.100Good assets in Quebec. Have recently had operating problems. Now in a "show me" stage.2003-04-24
BUYSouthwestern ResourcesSWG-T6.320Great property of assets and have just made a possible great discovery. Speculative.2002-12-10
BUYEldorado GoldELD-T1.530Could be a takeover. Has good internal growth.2002-12-10
BUYAur ResourcesAUR-T3.350May be a little ahead of itself.2002-12-10
DON'T BUYParamount ResourcesPOU-T14.850Not a favourite.2002-12-10
TOP PICKLionOre Mining InternationalLIM-T4.500Undercovered. Earnings are growing. Very cheap.2002-12-10


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