Stock Opinions by Fred Pynn - Stockchase Experts
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125
Fred Pynn

On Stockchase since : Nov 2003

Portfolio Manager at Bissett Investment Management

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Fred Pynn Latest Top Picks...

Stock Opinions by Fred Pynn - Stockchase Experts

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DON'T BUY
BCE Inc.(BCE-T) 

July 26, 2006

Not very inspiring. In a serial restructuring. Company is really levered to wall telephone services. That business is shrinking. Prefers Telus (T-T) were you have over half the company levered towards wireless. As a pure income play, it's not bad, but no growth.
telephone utilities
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Not very inspiring. In a serial restructuring. Company is really levered to wall telephone services. That business is shrinking. Prefers Telus (T-T) were you have over half the company levered towards wireless. As a pure income play, it's not bad, but no growth.
telephone utilities
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0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$25.980
Owned Owned
No

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BUY
Telus Corp(T-T) 

July 26, 2006

Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Over half of the company is levered towards wireless.
telephone utilities
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Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Over half of the company is levered towards wireless.
telephone utilities
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$48.750
Owned Owned
Unknown

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BUY
Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Lots of growth and is really turning around.
Cable
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0 comments
Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Lots of growth and is really turning around.
Cable
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0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$48.050
Owned Owned
Unknown

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DON'T BUY
Nortel(NT-T) 

July 26, 2006

Still very difficult to see with clarity where the growth is going to come from. The whole sector is still in a basic restructuring mode.
Telecommunications
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Still very difficult to see with clarity where the growth is going to come from. The whole sector is still in a basic restructuring mode.
Telecommunications
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$2.330
Owned Owned
No

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BUY
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. This one is not quite the same quality in terms of their route network. Has higher costs than CN but they are bringing them down. Cheaper. Good management.
Transportation
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Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. This one is not quite the same quality in terms of their route network. Has higher costs than CN but they are bringing them down. Cheaper. Good management.
Transportation
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0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$53.900
Owned Owned
Yes

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BUY
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. Lowest cost of any North American Railway. Their 2nd quarter was right on track. Prices probably dropped because of concerns of economics in the US. Price is getting very attractive.
Transportation
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Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. Lowest cost of any North American Railway. Their 2nd quarter was right on track. Prices probably dropped because of concerns of economics in the US. Price is getting very attractive.
Transportation
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$45.240
Owned Owned
Yes

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BUY
The whole financial sector fits into a value mode. Strong, long-term growth potential. A good area is the property/casualty area. Just pre-announced some weak results as a re-evaluation of their losses from the hurricanes last year.
insurance
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The whole financial sector fits into a value mode. Strong, long-term growth potential. A good area is the property/casualty area. Just pre-announced some weak results as a re-evaluation of their losses from the hurricanes last year.
insurance
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$29.370
Owned Owned
Unknown

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DON'T BUY
Longer term, excellent management, great assets. Made an acquisition that gave them a lot of synergies. Unfortunately, they are still dependent on the price of lumber. Housing starts are rolling over because of concerns of interest on the housing market.
west coast forestry
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Longer term, excellent management, great assets. Made an acquisition that gave them a lot of synergies. Unfortunately, they are still dependent on the price of lumber. Housing starts are rolling over because of concerns of interest on the housing market.
west coast forestry
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$38.370
Owned Owned
Unknown

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DON'T BUY
In the metals/minerals area, your views should be based on what you think is going on in the economy and what is going to happen to metal prices. If you are a long-term bull on India and China’s shortage of metal he would continue holding, but he is wary on the whole commodity sector.
precious metals
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In the metals/minerals area, your views should be based on what you think is going on in the economy and what is going to happen to metal prices. If you are a long-term bull on India and China’s shortage of metal he would continue holding, but he is wary on the whole commodity sector.
precious metals
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$72.070
Owned Owned
No

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HOLD
A heavily gas weighted junior producer. At this stage of the game, gas has been all beaten up and we are starting to see positive results.
oil/gas
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A heavily gas weighted junior producer. At this stage of the game, gas has been all beaten up and we are starting to see positive results.
oil/gas
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0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$1.750
Owned Owned
Unknown

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HOLD
Stock has not acted well at all. Believes the company is doing the right thing. Trying to reinvest in their business and position themselves so they can compete. Have had problems executing on their structure strategy, but fundamentally they're not broke and sales continue to go up.
food stores
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Stock has not acted well at all. Believes the company is doing the right thing. Trying to reinvest in their business and position themselves so they can compete. Have had problems executing on their structure strategy, but fundamentally they're not broke and sales continue to go up.
food stores
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0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$49.210
Owned Owned
Unknown

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BUY
Holding company. Continue to raise the dividend is all the time. Great West life (GWO-T) has been punished because of the large amount of business in the US. Lower profits because of currency. IGM Financial (IGM-T) continues to perform very well.
finance/leasing
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Holding company. Continue to raise the dividend is all the time. Great West life (GWO-T) has been punished because of the large amount of business in the US. Lower profits because of currency. IGM Financial (IGM-T) continues to perform very well.
finance/leasing
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0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$33.070
Owned Owned
Unknown

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HOLD
Inco(N-T) 

July 26, 2006

If you own, holding on is probably the smart thing to do.
integrated mines
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0 comments
If you own, holding on is probably the smart thing to do.
integrated mines
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$83.050
Owned Owned
Unknown

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PAST TOP PICK
Finning Int(FTT-T) 

July 26, 2006

(A Top Pick Mar 3/05. Up 15.5%.) Still likes. Could still be bought. The long-term play is as Caterpillar (CAT-N) gets its equipment into the field, this company benefits from the higher margin repairs/maintenance.
wholesale distributors
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(A Top Pick Mar 3/05. Up 15.5%.) Still likes. Could still be bought. The long-term play is as Caterpillar (CAT-N) gets its equipment into the field, this company benefits from the higher margin repairs/maintenance.
wholesale distributors
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0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$39.970
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Mar 3/05. Down 1.5%.) Continues to execute on its strategy. They are now going directly to consumers. Competition is getting a little tougher.
household goods
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0 comments
(A Top Pick Mar 3/05. Down 1.5%.) Continues to execute on its strategy. They are now going directly to consumers. Competition is getting a little tougher.
household goods
0 0 0 0 0
0 comments
Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$49.300
Owned Owned
Yes

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