Stock Opinions by Leslie Lundquist - Stockchase Experts
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Leslie Lundquist

On Stockchase since : Sep 2003

Lead Manager at Jones Heward Investment Counsel

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Leslie Lundquist Latest Top Picks...

Stock Opinions by Leslie Lundquist - Stockchase Experts

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TOP PICK
Cineplex Inc(CGX-T) 

July 25, 2007

Have about 2/3 of theatre assets in Canada. Controls about 83% of the on screen advertising market, so they have excellent bargaining power.
other services
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Have about 2/3 of theatre assets in Canada. Controls about 83% of the on screen advertising market, so they have excellent bargaining power.
other services
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$17.350
Owned Owned
Yes

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TOP PICK
Arc Resources Ltd(ARX-T) 

July 25, 2007

Oil/gas. A trust that will survive the tough times and thrive in the good times. Has a great long-term track record of creating value. Excellent portfolio of properties and excellent management. Good price.
oil/gas
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Oil/gas. A trust that will survive the tough times and thrive in the good times. Has a great long-term track record of creating value. Excellent portfolio of properties and excellent management. Good price.
oil/gas
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$21.540
Owned Owned
Yes

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TOP PICK
Properties are almost entirely in Quebec city and Montreal. Reasonable levels of debt. Diversified portfolio of properties. Yield is about 6%.
investment companies/funds
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Properties are almost entirely in Quebec city and Montreal. Reasonable levels of debt. Diversified portfolio of properties. Yield is about 6%.
investment companies/funds
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$21.130
Owned Owned
Yes

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BUY
Obsidian Energy(OBE-T) 

July 25, 2007

A stable core long-term holding. Has some interesting opportunities after the next quarter.
oil/gas
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0 comments
A stable core long-term holding. Has some interesting opportunities after the next quarter.
oil/gas
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$33.970
Owned Owned
Yes

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HOLD
Largest custom brokerage firm in Canada. 1st quarter was rather disappointing. Recently announced the retirement of their transportation/logistics man and she feels the 2nd quarter may be weak.
investment companies/funds
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Largest custom brokerage firm in Canada. 1st quarter was rather disappointing. Recently announced the retirement of their transportation/logistics man and she feels the 2nd quarter may be weak.
investment companies/funds
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$19.390
Owned Owned
Yes

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COMMENT
Power generator with assets both in Canada and the US. Many of the assets are fired by natural gas, whose prices have gone up faster than power contracts. In the short term, there is very little risk, but longer term you have to wonder about the currency exposure.
electrical utilities
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Power generator with assets both in Canada and the US. Many of the assets are fired by natural gas, whose prices have gone up faster than power contracts. In the short term, there is very little risk, but longer term you have to wonder about the currency exposure.
electrical utilities
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$27.060
Owned Owned
Unknown

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COMMENT
Should have secured distributions for the foreseeable future. Extremely stable assets and very stable distribution policy. Low payout ratio. Very low yield and you may be better off with a bond.
property mngmnt/investment
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Should have secured distributions for the foreseeable future. Extremely stable assets and very stable distribution policy. Low payout ratio. Very low yield and you may be better off with a bond.
property mngmnt/investment
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$12.770
Owned Owned
Unknown

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BUY
Yellow Media Inc(Y-T) 

July 25, 2007

Should have secured distributions for the foreseeable future.
communications/media
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0 comments
Should have secured distributions for the foreseeable future.
communications/media
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$14.030
Owned Owned
Unknown

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BUY
Should have secure distributions for the foreseeable future.
pipelines
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0 comments
Should have secure distributions for the foreseeable future.
pipelines
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$17.400
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick July 13/06. Down 23.2%.) Drop was due to natural gas prices. Still likes. Low payout ratio. Excellent quality properties and excellent management. Long-term investors will do well with this.
oil/gas
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(A Top Pick July 13/06. Down 23.2%.) Drop was due to natural gas prices. Still likes. Low payout ratio. Excellent quality properties and excellent management. Long-term investors will do well with this.
oil/gas
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$17.150
Owned Owned
Yes

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PAST TOP PICK
DH Corporation(DH-T) 

July 25, 2007

(A Top Pick July 13/06. Up 7.3%.) Still likes.
other services
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0 comments
(A Top Pick July 13/06. Up 7.3%.) Still likes.
other services
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0 comments
Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$19.300
Owned Owned
Yes

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PAST TOP PICK
Tree Island Steel(TSL-T) 

July 25, 2007

(A Top Pick July 13/06. Down 3%.) Ran into difficulties with the US housing market. Have restructured and think they have a pretty good plan. She is not into turnaround stories so has sold her holdings.
INDUSTRIAL PRODUCTS
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0 comments
(A Top Pick July 13/06. Down 3%.) Ran into difficulties with the US housing market. Have restructured and think they have a pretty good plan. She is not into turnaround stories so has sold her holdings.
INDUSTRIAL PRODUCTS
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0 comments
Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$8.410
Owned Owned
No

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COMMENT
Probably the pre-eminent trust in the trust universe. Has done spectacularly well. There is a lot of speculation that they might increase their distribution.
oil/gas
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0 comments
Probably the pre-eminent trust in the trust universe. Has done spectacularly well. There is a lot of speculation that they might increase their distribution.
oil/gas
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$34.210
Owned Owned
No

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COMMENT
There was a run-up due to very attractive refining margins. The margins are less attractive, so the stock has pulled back. 15% yield, which is quite high. Could be an indication of a distribution cut.
investment companies/funds
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There was a run-up due to very attractive refining margins. The margins are less attractive, so the stock has pulled back. 15% yield, which is quite high. Could be an indication of a distribution cut.
investment companies/funds
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0 comments
Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$30.760
Owned Owned
No

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SELL
A distributor of hardwood to manufacturers of hardwood products, not flooring. About 70% of its business is in the US, so there could be a currency problem. The slowdown in housing in the US is a negative.
merchandising/lodging
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0 comments
A distributor of hardwood to manufacturers of hardwood products, not flooring. About 70% of its business is in the US, so there could be a currency problem. The slowdown in housing in the US is a negative.
merchandising/lodging
0 0 0 0 0
0 comments
Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$6.500
Owned Owned
No

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