Opinions by Allan Meyer | StockChase
166
Allan Meyer

VP & Portfolio Manager

ON STOCKCHASE SINCE Apr 2004

Wickham Investment Counsel


Opinions by Allan Meyer


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2004-04-12

BUY
Advantage Oil & Gas Ltd (AAV-T)
Mainly gas weighted. Locked in gas prices so not affected by the vagaries of the commodities. Good management. 14% yield.
oil/gas
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $19.350
Owned: Yes

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2004-04-12

BUY
Acclaim Energy Trust (AE.UN-T (Dead))
A high-quality company. Continuing to make accretive acquisitions.
investment companies/funds
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $12.590
Owned: Yes

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2004-04-12

BUY
Brascan Corporation (BAM.LV.A-T)
Very financially focused. Low yield but they have a good business.
management/diversified
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $50.900
Owned: No

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2004-04-12

BUY
BCE Inc. (BCE-T)
In a trading range. Buy below $28 and sell when it nears $31. 4% yield. Has concerns for the long term with the competition.
telephone utilities
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $27.930
Owned: Yes

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2004-04-12

TOP PICK
Bonavista Energy Corp (BNP-T)
Yielding about 13 1/2%. Excellent management. One of the low-cost companies for adding reserves. Payout is only 60% with 40% available for growth. Have a huge land base.
oil/gas
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $22.130
Owned: Yes

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2004-04-12

BUY
Bank of Nova Scotia (BNS-T)
Likes the banks. Banks have had a big run. Keeping an eye out on the interest rates.
banks
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $37.150
Owned: Yes

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2004-04-12

TOP PICK
Chemtrade Logisitics Inc. (CHE.UN-T)
Could have further appreciation as it gets recognized. 9 1/2% yield. Had a difficult year but have been able to maintain their distributions.
investment companies/funds
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $18.690
Owned: Yes

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2004-04-12

WAIT
Canadian Oil Sands (COS-T (Acquired)
Likes their long life reserves. Not happy with the volatility of oil prices. Had some cost overruns.
oil/gas
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $44.500
Owned: No

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2004-04-12

BUY
Fording Canadian Coal Trust (Inc Trust) (FDG.UN-T)
A long life asset with good-quality. Building synergies. Because of commodities, it should be good for this year and next.
other mines
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $57.900
Owned: Unknown

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2004-04-12

DON'T BUY
InnVest Reit (INN.UN-T (Dead))
Have to be careful on real estate, because the yields have been bid down to a low level. Any interest rate increase could hurt. Expect volatility because of short leases.
investment companies/funds
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $10.700
Owned: No

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2004-04-12

BUY
Manulife Financial (MFC-T)
Very well-managed. Likes their diversification. Yield is low, but stock could continue going up.
insurance
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $53.460
Owned: Unknown

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2004-04-12

BUY
Newalta Corp (NAL-T)
Great company. Distribution is about 50/60% allowing them to keep cash for expansion. Yield is about 8%.
Transportation & Environmental Services
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $19.100
Owned: Unknown

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2004-04-12

TOP PICK
Parkland Fuel Corp (PKI-T)
They don't have a lot of competition. Very disciplined. 8 1/2% yield. Good balance sheet.
merchandising/lodging
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $20.250
Owned: Yes

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2004-04-12

BUY
Superior Plus Corp (SPB-T)
Instead of paying a bonus payment this year, they decided to level their payments and this created a drop in the price. Disbursements have been increased. Great management.
wholesale distributors
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $26.360
Owned: Unknown

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2004-04-12

HOLD
Smart REIT (SRU.UN-T)
This is a favorite. Think the distributions will be increased. The US REIT's were off last week which probably had some effect on the stock. Could have more weakness.
investment companies/funds
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $16.000
Owned: Yes

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