Stock Opinions by Hugh McCauley - Stockchase Experts
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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 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
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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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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
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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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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
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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
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
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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
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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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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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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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 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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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
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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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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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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
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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
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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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
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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