Stock Opinions by Hugh McCauley - Stockchase Experts
WATCH LIST
40
Hugh McCauley

On Stockchase since : Apr 2004

Director & Lead Portf Mgr at Acuity Investment Management Inc.

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Hugh McCauley Latest Top Picks...

Stock Opinions by Hugh McCauley - Stockchase Experts

Signal Opinion Expert Chart
BUY
Has a few products, but has one primary product in diabetes. If he gets it right, and the animal studies come through in humans, thinks the stock will go from $1 to over $10. The good news is that it has 2/3 other products coming up behind it, so if it drops, will only go down to $0.50.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Has a few products, but has one primary product in diabetes. If he gets it right, and the animal studies come through in humans, thinks the stock will go from $1 to over $10. The good news is that it has 2/3 other products coming up behind it, so if it drops, will only go down to $0.50.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$1.030
Owned Owned
Yes

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WEAK BUY
Oilexco Inc(OIL-X) 

December 2, 2004

Drilling in the North Sea and has had some success. The last couple of wells were not as good as the market expected. They now have to raise money to drill more. Expect they will have to put themselves up for sale. Wouldn't pay more than $3.25.
oil/gas
0 0 0 0 0
0 comments
Drilling in the North Sea and has had some success. The last couple of wells were not as good as the market expected. They now have to raise money to drill more. Expect they will have to put themselves up for sale. Wouldn't pay more than $3.25.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$2.910
Owned Owned
No

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TOP PICK
This may be one of the best 2 or 3 stories in Canada. They rent oil drilling equipment to the oil/gas companies and get a day rate. They are going to double the drills which could double the revenue, but not doubling the share count. Gross yield of about 7.4%.
oil/gas field services
0 0 0 0 0
0 comments
This may be one of the best 2 or 3 stories in Canada. They rent oil drilling equipment to the oil/gas companies and get a day rate. They are going to double the drills which could double the revenue, but not doubling the share count. Gross yield of about 7.4%.
oil/gas field services
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$9.750
Owned Owned
Yes

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STRONG BUY
Great opportunities in Egypt. There is some volatility downside risk, but feels they will find more and more oil in the next couple of years.
oil/gas
0 0 0 0 0
0 comments
Great opportunities in Egypt. There is some volatility downside risk, but feels they will find more and more oil in the next couple of years.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$10.050
Owned Owned
Yes

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DON'T BUY
Superior Plus Corp(SPB-T) 

December 2, 2004

Feels the company is in transition from a growth story to a more stable yield story. An average trust with stable distribution over the next couple of years. Prefers growth trusts.
wholesale distributors
0 0 0 0 0
0 comments
Feels the company is in transition from a growth story to a more stable yield story. An average trust with stable distribution over the next couple of years. Prefers growth trusts.
wholesale distributors
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$28.000
Owned Owned
No

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TOP PICK
CanArgo Energy Corp.(CNR-A) 

December 2, 2004

An exploration oil & gas company in the Republic of Georgia. They are doing a base level of infill drilling that will support the stock with $0.60 of cash flow. Also doing exploration plays for the big stuff which is risky.
oil/gas
0 0 0 0 0
0 comments
An exploration oil & gas company in the Republic of Georgia. They are doing a base level of infill drilling that will support the stock with $0.60 of cash flow. Also doing exploration plays for the big stuff which is risky.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$1.020
Owned Owned
Yes

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TOP PICK
CSI Wireless(CSY-T) 

December 2, 2004

Has Global Positioning that helps farmers plant their crops, a good core stable business. Also has a growth driver, Fixed Line Wireless, which has great margins and great growth. Teamed up with Motorola to penetrate 3rd world countries. Thinks they can double their earnings growth over the next year.
misc industrial products
0 0 0 0 0
0 comments
Has Global Positioning that helps farmers plant their crops, a good core stable business. Also has a growth driver, Fixed Line Wireless, which has great margins and great growth. Teamed up with Motorola to penetrate 3rd world countries. Thinks they can double their earnings growth over the next year.
misc industrial products
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$3.730
Owned Owned
Yes

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WATCH
Still money to be made, but you have to be careful. Contracts are starting to reach a peak. Should have another good 6 months and then be very, very cautious.
other mines
0 0 0 0 0
0 comments
Still money to be made, but you have to be careful. Contracts are starting to reach a peak. Should have another good 6 months and then be very, very cautious.
other mines
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$81.750
Owned Owned
Yes

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STRONG BUY
Baytex Energy Corp(BTE-T) 

December 2, 2004

Made a very cheap acquisition today of light oil. Metrics look pretty good. Their heavy oil is all hedged. The trust is cheap on relative terms.
oil/gas
0 0 0 0 0
0 comments
Made a very cheap acquisition today of light oil. Metrics look pretty good. Their heavy oil is all hedged. The trust is cheap on relative terms.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$12.780
Owned Owned
Yes

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BUY
Tusk Energy(TSK-T) 

December 2, 2004

Split into an exploration and a trust. Likes the exploration which has great opportunities. The trust is really cheap with a high yield.
oil/gas
0 0 0 0 0
0 comments
Split into an exploration and a trust. Likes the exploration which has great opportunities. The trust is really cheap with a high yield.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$3.080
Owned Owned
Yes

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BUY
Thinks that they will have growth from 4000 barrels to 6000 which would mean a drop of about $1 in cash flow which means it is trading at 3 X cash flow. Excellent properties. Should be some good growth. Very cheap.
oil/gas
0 0 0 0 0
0 comments
Thinks that they will have growth from 4000 barrels to 6000 which would mean a drop of about $1 in cash flow which means it is trading at 3 X cash flow. Excellent properties. Should be some good growth. Very cheap.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$2.990
Owned Owned
Yes

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BUY
Have the best animal model data that he has ever seen. If they can make the transition to human models, the stock would go to $10. Results could be out by the end of this year or the beginning of next.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Have the best animal model data that he has ever seen. If they can make the transition to human models, the stock would go to $10. Results could be out by the end of this year or the beginning of next.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$1.120
Owned Owned
Yes

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BUY
Growing at least 20% organically. Oil and gas service sector is hot right now. This should continue for a couple of years. Feels that distributions will be raised several times.
oil/gas
0 0 0 0 0
0 comments
Growing at least 20% organically. Oil and gas service sector is hot right now. This should continue for a couple of years. Feels that distributions will be raised several times.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$9.300
Owned Owned
Yes

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TOP PICK
Investors should be in "growth" income trusts rather than just for distributions. This is a growth trust and expected to grow 20% for the next several years.
Utilities
0 0 0 0 0
0 comments
Investors should be in "growth" income trusts rather than just for distributions. This is a growth trust and expected to grow 20% for the next several years.
Utilities
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$15.280
Owned Owned
Yes

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BUY
Investors should be in "growth" income trusts rather than just for distributions. This one is a growth trust which they expect to grow 30/40%.
oil/gas
0 0 0 0 0
0 comments
Investors should be in "growth" income trusts rather than just for distributions. This one is a growth trust which they expect to grow 30/40%.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$7.900
Owned Owned
Unknown

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BUY
Investors should be in "growth" income trusts rather than just for distributions. Just posted 34% growth in the quarter. Market is ignoring.
investment companies/funds
0 0 0 0 0
0 comments
Investors should be in "growth" income trusts rather than just for distributions. Just posted 34% growth in the quarter. Market is ignoring.
investment companies/funds
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$11.190
Owned Owned
Yes

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BUY
Their technology is half the price of the big guys. At that kind of price differential, they can have dynamic growth. Will be volatile.
medical services
0 0 0 0 0
0 comments
Their technology is half the price of the big guys. At that kind of price differential, they can have dynamic growth. Will be volatile.
medical services
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$1.740
Owned Owned
Yes

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WATCH
BCE Inc.(BCE-T) 

May 13, 2004

Feels that the interest sensitive dividend paying stocks have been oversold. Inflation numbers are due tomorrow and if BCE sells off by $1/1.50, they may take the opportunity to buy.
telephone utilities
0 0 0 0 0
0 comments
Feels that the interest sensitive dividend paying stocks have been oversold. Inflation numbers are due tomorrow and if BCE sells off by $1/1.50, they may take the opportunity to buy.
telephone utilities
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$26.790
Owned Owned
No

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BUY
Have some excellent drugs. Data is coming out which they hope will be very good in the next 3/6 months.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Have some excellent drugs. Data is coming out which they hope will be very good in the next 3/6 months.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$6.650
Owned Owned
Yes

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BUY

Very volatile. Have a tiny percentage in a couple of their funds. Have superior technology in genetic testing. An early stage company. Should see breakeven by the end of the year.

Financial Services
0 0 0 0 0
0 comments

Very volatile. Have a tiny percentage in a couple of their funds. Have superior technology in genetic testing. An early stage company. Should see breakeven by the end of the year.

Financial Services
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$0.580
Owned Owned
Yes

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BUY on WEAKNESS
Used to be a great growth story. Would have to make an acquisition for any future growth. Will probably be at this level for the next couple of years. There may be a trading opportunity in the near-term if they sell off further..
wholesale distributors
0 0 0 0 0
0 comments
Used to be a great growth story. Would have to make an acquisition for any future growth. Will probably be at this level for the next couple of years. There may be a trading opportunity in the near-term if they sell off further..
wholesale distributors
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$23.720
Owned Owned
No

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BUY on WEAKNESS
The metals index almost went parabolic last year and this stock went right along with it. The company is fully financed which is very important in small metal mines. Expects it to earn $.27 in cash flow. Should be a big winner. Could drop to $.40.
precious metals
0 0 0 0 0
0 comments
The metals index almost went parabolic last year and this stock went right along with it. The company is fully financed which is very important in small metal mines. Expects it to earn $.27 in cash flow. Should be a big winner. Could drop to $.40.
precious metals
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$0.480
Owned Owned
Yes

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WEAK BUY
DH Corporation(DH-T) 

May 13, 2004

Doesn't have enough growth to interest him. There could be trading rallies in the stock. 2 years from now, will probably trade in the range of $14/16.50.
other services
0 0 0 0 0
0 comments
Doesn't have enough growth to interest him. There could be trading rallies in the stock. 2 years from now, will probably trade in the range of $14/16.50.
other services
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$16.300
Owned Owned
No

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WEAK BUY
CSI Wireless(CSY-T) 

May 13, 2004

Have to be careful with small tech stories. They are filling and unmet need in rural areas in places like Mexico, South America and Africa where land line development is limited. Have good contracts with some large companies. Will be volatile.
misc industrial products
0 0 0 0 0
0 comments
Have to be careful with small tech stories. They are filling and unmet need in rural areas in places like Mexico, South America and Africa where land line development is limited. Have good contracts with some large companies. Will be volatile.
misc industrial products
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$2.640
Owned Owned
Unknown

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BUY on WEAKNESS
Open Text(OTEX-T) 

May 13, 2004

Reported strong earnings, but stock took a drop. Market is going to be very skittish for the next 3/4 months. Just made a good acquisition which haven't shown up in their numbers yet.
computer software/processing
0 0 0 0 0
0 comments
Reported strong earnings, but stock took a drop. Market is going to be very skittish for the next 3/4 months. Just made a good acquisition which haven't shown up in their numbers yet.
computer software/processing
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$34.860
Owned Owned
Yes

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BUY
At $40 oil, be cautious on oil/gas stocks. Would love to see oil at $32/34 and within a buy. A great company. Superior to all the large-caps because it can grow from 8,700 barrels to about 13,000 over the next couple of years.
oil/gas
0 0 0 0 0
0 comments
At $40 oil, be cautious on oil/gas stocks. Would love to see oil at $32/34 and within a buy. A great company. Superior to all the large-caps because it can grow from 8,700 barrels to about 13,000 over the next couple of years.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$14.300
Owned Owned
Yes

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TOP PICK
Refineries in the US are at about 97% capacity. One of the very few refineries that can handle sulfur. Will probably have a spike of $10 in earnings and $14/15 in cash flow. If oil drops, the stock will sell off a bit which would be the time to buy.
integrated oils
0 0 0 0 0
0 comments
Refineries in the US are at about 97% capacity. One of the very few refineries that can handle sulfur. Will probably have a spike of $10 in earnings and $14/15 in cash flow. If oil drops, the stock will sell off a bit which would be the time to buy.
integrated oils
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$64.760
Owned Owned
Yes

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TOP PICK
Dalsa Corp(DSA-T) 

May 13, 2004

This is a long term holding. One of only 2 plants in the world that are doing mems/high voltage application. When they expand the plant 10%, thinks it will drop $1.70 in earnings but should grow to $2 while analysts predict $1.
misc industrial products
0 0 0 0 0
0 comments
This is a long term holding. One of only 2 plants in the world that are doing mems/high voltage application. When they expand the plant 10%, thinks it will drop $1.70 in earnings but should grow to $2 while analysts predict $1.
misc industrial products
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$21.800
Owned Owned
Unknown

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BUY
Dynatec Corp.(DY-T) 

April 19, 2004

Metals are having a bit of a pullback right now but this is a great little company. Have a massive project in Madagascar.
mining services
0 0 0 0 0
0 comments
Metals are having a bit of a pullback right now but this is a great little company. Have a massive project in Madagascar.
mining services
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$1.550
Owned Owned
Yes

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BUY
BlackBerry(BB-T) 

April 19, 2004

A risky and volatile stock, but think it is the best large-cap in North America. Expects explosive growth.
electrical/electronic
0 0 0 0 0
0 comments
A risky and volatile stock, but think it is the best large-cap in North America. Expects explosive growth.
electrical/electronic
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$140.620
Owned Owned
Yes

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TOP PICK
Atlas Energy Ltd(AED-T) 

April 19, 2004

Already have 4000 BOE's a day and think it will be 6000 by the year end and probably 7000 next year. Trades at 3 1/2 X cash flow. Undervalued.
oil/gas
0 0 0 0 0
0 comments
Already have 4000 BOE's a day and think it will be 6000 by the year end and probably 7000 next year. Trades at 3 1/2 X cash flow. Undervalued.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$3.310
Owned Owned
Yes

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WEAK BUY
Aptose Biosciences(APS-T) 

April 19, 2004

Not their favorite biotech. Cancer Institute has given them a lot of money for phase two studies. Possibly have a very elegant solution. Expect there will be a lot of news as phase two trials proceed. Volatile. Early stages so only buy a little.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Not their favorite biotech. Cancer Institute has given them a lot of money for phase two studies. Possibly have a very elegant solution. Expect there will be a lot of news as phase two trials proceed. Volatile. Early stages so only buy a little.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$1.060
Owned Owned
Yes

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BUY
Open Text(OTEX-T) 

April 19, 2004

In that fantastic space. Have the best product in the market. Have just made an excellent acquisition in Europe.
computer software/processing
0 0 0 0 0
0 comments
In that fantastic space. Have the best product in the market. Have just made an excellent acquisition in Europe.
computer software/processing
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$40.400
Owned Owned
Yes

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TOP PICK
A speculative pick. They are going after diabetes, one of the biggest health problems in the world. So far, test have only been done with mice but success has been good. Risky, so don't invest too much. High risk/high reward.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
A speculative pick. They are going after diabetes, one of the biggest health problems in the world. So far, test have only been done with mice but success has been good. Risky, so don't invest too much. High risk/high reward.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$1.030
Owned Owned
Yes

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BUY
Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples.
oil/gas field services
0 0 0 0 0
0 comments
Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples.
oil/gas field services
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$8.100
Owned Owned
Yes

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BUY
Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples.
oil/gas field services
0 0 0 0 0
0 comments
Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples.
oil/gas field services
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$10.000
Owned Owned
Yes

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BUY
Badger Daylighting(BAD-T) 

April 19, 2004

Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples.
oil/gas
0 0 0 0 0
0 comments
Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples.
oil/gas
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$8.860
Owned Owned
Yes

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BUY
CSI Wireless(CSY-T) 

April 19, 2004

Have two excellent products. Their phones have long ranges which is important were land lines are limited. Expects more contracts to come in South America.
misc industrial products
0 0 0 0 0
0 comments
Have two excellent products. Their phones have long ranges which is important were land lines are limited. Expects more contracts to come in South America.
misc industrial products
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$2.830
Owned Owned
Yes

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TOP PICK
Just Energy Group(JE-T) 

April 19, 2004

4.8% distribution. Good management. Good growth. Distributions have been increased 16 times.
Utilities
0 0 0 0 0
0 comments
4.8% distribution. Good management. Good growth. Distributions have been increased 16 times.
Utilities
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$16.750
Owned Owned
Yes

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BUY
General Market Comment 

April 19, 2004

One of the smaller producers. About 8000 barrels going to 12,000. Good growth prospects.
0 0 0 0 0
0 comments
One of the smaller producers. About 8000 barrels going to 12,000. Good growth prospects.
Unknown
0 0 0 0 0
0 comments
Hugh McCauley

Director &, Acuity Investment Ma...

Price Price
$8.300
Owned Owned
Yes

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