Stock Opinions by Stephane Rochon - Stockchase Experts
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19
Stephane Rochon

On Stockchase since : Oct 2003

US Portfolio Advisor at RBC Asset Management Inc

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Stephane Rochon Latest Top Picks...

Stock Opinions by Stephane Rochon - Stockchase Experts

Signal Opinion Expert Chart
SELL
Ciena(CIEN-N) 

October 27, 2003

Has benefited from an upsurge in interest in telecom equipment stocks. The stock is extremely expensive. Would have to grow their revenues 15% over the next eight to 10 years to justify the current valuations.
misc industrial products
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0 comments
Has benefited from an upsurge in interest in telecom equipment stocks. The stock is extremely expensive. Would have to grow their revenues 15% over the next eight to 10 years to justify the current valuations.
misc industrial products
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$6.040
Owned Owned
Unknown

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BUY
H. J. Heinz Co.(HNZ-N) 

October 27, 2003

A good consumers staple company and pays a good dividend. Trading at about 16 times earnings. The last quarters indicate a fairly good job. Has introduced new products and has cut costs. Current price is attractive.
food processing
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A good consumers staple company and pays a good dividend. Trading at about 16 times earnings. The last quarters indicate a fairly good job. Has introduced new products and has cut costs. Current price is attractive.
food processing
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$34.980
Owned Owned
Unknown

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BUY
Hewlett-Packard Co(HPQ-N) 

October 27, 2003

Could be an interesting value play. One of the few tech stocks that are reasonably valued. Trading at 15 X next year's earnings. Their service industry is growing and is profitable. Facing competition from Dell. If it gets mid-to high $20's, sell.
electrical/electronic
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0 comments
Could be an interesting value play. One of the few tech stocks that are reasonably valued. Trading at 15 X next year's earnings. Their service industry is growing and is profitable. Facing competition from Dell. If it gets mid-to high $20's, sell.
electrical/electronic
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$21.000
Owned Owned
Unknown

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BUY
Oracle(ORCL-N) 

October 27, 2003

Will be weighed down by its proposed acquisition of People Soft. Decision not likely until mid-December. Generates tremendous cash flow and has a strong balance sheet. Not cheap but attractive on a free cash flow basis.
computer software/processing
0 0 0 0 0
0 comments
Will be weighed down by its proposed acquisition of People Soft. Decision not likely until mid-December. Generates tremendous cash flow and has a strong balance sheet. Not cheap but attractive on a free cash flow basis.
computer software/processing
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$11.700
Owned Owned
Yes

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DON'T BUY
Ford Motor(F-N) 

October 27, 2003

Negative on the long-term outlook for North American auto manufacturers. Prefers GM over Ford. Extremely large debt.
Automotive
0 0 0 0 0
0 comments
Negative on the long-term outlook for North American auto manufacturers. Prefers GM over Ford. Extremely large debt.
Automotive
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$12.020
Owned Owned
Unknown

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BUY
Negative on the long-term outlook for North American auto manufacturers. Prefers GM over Ford. From a cash flow perspective, doing quite well.
Automotive
0 0 0 0 0
0 comments
Negative on the long-term outlook for North American auto manufacturers. Prefers GM over Ford. From a cash flow perspective, doing quite well.
Automotive
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$42.270
Owned Owned
Unknown

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DON'T BUY
JDS Uniphase(JDU-T) 

October 27, 2003

Very expensive. Trading at 6 X forward sales. Business trends for their core products has stabilized, but at a very low level. No growth. Keeps going lower and lower chasing a breakeven point.
electrical/electronic
0 0 0 0 0
0 comments
Very expensive. Trading at 6 X forward sales. Business trends for their core products has stabilized, but at a very low level. No growth. Keeps going lower and lower chasing a breakeven point.
electrical/electronic
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$4.710
Owned Owned
No

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WEAK BUY
Nortel(NT-T) 

October 27, 2003

Not cheap. Could have some upside. Has a small place in a higher risk portfolio.
Telecommunications
0 0 0 0 0
0 comments
Not cheap. Could have some upside. Has a small place in a higher risk portfolio.
Telecommunications
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$5.620
Owned Owned
Unknown

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BUY
Motorola(MSI-N) 

October 27, 2003

Expects more upside. Have lost some competitiveness, particularly in handsets. Now making some good news, e.g. replacing the CEO. Planning to spin off their semiconductor business, which will allow them to refocus capital into more productive areas.
communications/media
0 0 0 0 0
0 comments
Expects more upside. Have lost some competitiveness, particularly in handsets. Now making some good news, e.g. replacing the CEO. Planning to spin off their semiconductor business, which will allow them to refocus capital into more productive areas.
communications/media
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$13.070
Owned Owned
Yes

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BUY
Walt Disney(DIS-N) 

October 27, 2003

Seems to be consolidating in the $22 range. Sees good value in media stocks and the stock should benefit with improved margins. Because of the elections, can see an increase in advertising.
entertainment services
0 0 0 0 0
0 comments
Seems to be consolidating in the $22 range. Sees good value in media stocks and the stock should benefit with improved margins. Because of the elections, can see an increase in advertising.
entertainment services
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$22.140
Owned Owned
No

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HOLD
DTE Energy Company(DTE-N) 

October 27, 2003

Have found utilities in the US to be a very tough sector. About 80% of its business is regulated. About 5% dividend yield. IRS is looking into an area that could cost them five cents a month.
electrical/electronic
0 0 0 0 0
0 comments
Have found utilities in the US to be a very tough sector. About 80% of its business is regulated. About 5% dividend yield. IRS is looking into an area that could cost them five cents a month.
electrical/electronic
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$36.500
Owned Owned
No

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DON'T BUY
Lucent Technologies(LU-N) 

October 27, 2003

Has always been behind the curve in fixing its cost structure. Nortel is strong competition for the baby Bell contracts.
Telecommunications
0 0 0 0 0
0 comments
Has always been behind the curve in fixing its cost structure. Nortel is strong competition for the baby Bell contracts.
Telecommunications
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$2.750
Owned Owned
No

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DON'T BUY
Cisco(CSCO-Q) 

October 27, 2003

A bit expensive at this time. Has a lot of cash. Needs some revenue growth.
electrical/electronic
0 0 0 0 0
0 comments
A bit expensive at this time. Has a lot of cash. Needs some revenue growth.
electrical/electronic
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$19.930
Owned Owned
Unknown

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BUY
Pfizer Inc(PFE-N) 

October 27, 2003

Pharmaceutical sector has been very frustrating. OK buy for a long-term investment. Could still be some downside. Expecting to file 22 to 25 new drugs between now and 2006. Generates tremendous cash flow. Earnings visibility is good.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Pharmaceutical sector has been very frustrating. OK buy for a long-term investment. Could still be some downside. Expecting to file 22 to 25 new drugs between now and 2006. Generates tremendous cash flow. Earnings visibility is good.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$30.970
Owned Owned
Unknown

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BUY
Union Pacific Corp(UNP-N) 

October 27, 2003

Transportation sector is a good area to be in now. Have a very good operating ratio. As the economy picks up, you’ll see more of the revenue fall to the bottom line. Lower fuel prices would give a good upside.
Transportation
0 0 0 0 0
0 comments
Transportation sector is a good area to be in now. Have a very good operating ratio. As the economy picks up, you’ll see more of the revenue fall to the bottom line. Lower fuel prices would give a good upside.
Transportation
0 0 0 0 0
0 comments
Stephane Rochon

US Portfol, RBC Asset Management...

Price Price
$59.900
Owned Owned
No

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