Stock Opinions by Bill MacLachlan - Stockchase Experts
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233
Bill MacLachlan @

On Stockchase since : May 2002

Director at Mawer Investment Mngmnt

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Bill MacLachlan Latest Top Picks...

Stock Opinions by Bill MacLachlan - Stockchase Experts

Signal Opinion Expert Chart
TOP PICK
Likes the way they diversified into global asset management. Good management. North America’s largest hydro producer. Tremendous portfolio of Class A real estate. Really a global asset infrastructure play.
management/diversified
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0 comments
Likes the way they diversified into global asset management. Good management. North America’s largest hydro producer. Tremendous portfolio of Class A real estate. Really a global asset infrastructure play.
management/diversified
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0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$30.270
Owned Owned
Yes

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TOP PICK
Telus Corp(T-T) 

November 17, 2010

(Preferred A) Likes the free cash flow and dividends (currently over 4%).ROE of about 13%. Good growth potential despite all the competition. Has a new product called OpticTV, which has proven to be quite successful and will help them to compete.
telephone utilities
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0 comments
(Preferred A) Likes the free cash flow and dividends (currently over 4%).ROE of about 13%. Good growth potential despite all the competition. Has a new product called OpticTV, which has proven to be quite successful and will help them to compete.
telephone utilities
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0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$46.400
Owned Owned
Yes

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TOP PICK
TMX Group(X-T) 

November 17, 2010

With changes in pricing and the changes in markets, competition has been stabilized and is starting to diminish. 4.8% yield is supportable. Trading at 11X next year’s earnings. Reasonable dividend growth.
other services
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0 comments
With changes in pricing and the changes in markets, competition has been stabilized and is starting to diminish. 4.8% yield is supportable. Trading at 11X next year’s earnings. Reasonable dividend growth.
other services
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0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$33.900
Owned Owned
Yes

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DON'T BUY
Yellow Media Inc(Y-T) 

November 17, 2010

For a long term business plan, he just doesn’t see it. Information they provide is available free on line. A shrinking business that will have shrinking margins.
communications/media
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0 comments
For a long term business plan, he just doesn’t see it. Information they provide is available free on line. A shrinking business that will have shrinking margins.
communications/media
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0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$6.060
Owned Owned
No

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HOLD
Companies in this space are facing huge competition but over the long haul, with increasing use of smart phones and the data (where the profit margin is), a lot of these companies are going to do quite well. Also increasing convergence of smart phones, TVs, internet, etc
Cable
0 0 0 0 0
0 comments
Companies in this space are facing huge competition but over the long haul, with increasing use of smart phones and the data (where the profit margin is), a lot of these companies are going to do quite well. Also increasing convergence of smart phones, TVs, internet, etc
Cable
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$36.930
Owned Owned
Yes

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DON'T BUY
Loblaw Companies Ltd(L-T) 

November 17, 2010

Doesn’t expect any growth potential. Had been concerned with their inability to retool their supply chain regarding competition with Wal-Mart (WMT-N) and has made great progress, which has been reflected in the stock price. Doesn’t see it getting much stronger.
food stores
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0 comments
Doesn’t expect any growth potential. Had been concerned with their inability to retool their supply chain regarding competition with Wal-Mart (WMT-N) and has made great progress, which has been reflected in the stock price. Doesn’t see it getting much stronger.
food stores
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0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$42.260
Owned Owned
No

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SELL
Facing significant competition in pricing on the wireless side. Can’t see much growth potential. Good yield of 5.7% but can’t see anything else going for it. Better choices out there.
telephone utilities
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0 comments
Facing significant competition in pricing on the wireless side. Can’t see much growth potential. Good yield of 5.7% but can’t see anything else going for it. Better choices out there.
telephone utilities
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$28.990
Owned Owned
No

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DON'T BUY
General Market Comment 

November 17, 2010

Natural Gas. Recent technological improvements have meant that reserves are coming out in abundance so can’t see prices going up from here.
0 0 0 0 0
0 comments
Natural Gas. Recent technological improvements have meant that reserves are coming out in abundance so can’t see prices going up from here.
Unknown
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0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$0.020
Owned Owned
Yes

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BUY
Lightstream Resources(LTS-T) 

November 17, 2010

Significant position in the Bakken play in Saskatchewan. Reasonable value. Have some concerns for longer term on the price of oil. As a small portion of a portfolio, it is a reasonable entry.
oil/gas
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0 comments
Significant position in the Bakken play in Saskatchewan. Reasonable value. Have some concerns for longer term on the price of oil. As a small portion of a portfolio, it is a reasonable entry.
oil/gas
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$19.510
Owned Owned
Unknown

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DON'T BUY
TransCanada Corp(TRP-T) 

November 17, 2010

Has been disappointing. Bit of a revolt because of the main line tolls from gas marketers. Lower natural gas prices are not good for them. Can’t see where they are going to get the growth.
oil/gas pipelines
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0 comments
Has been disappointing. Bit of a revolt because of the main line tolls from gas marketers. Lower natural gas prices are not good for them. Can’t see where they are going to get the growth.
oil/gas pipelines
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$35.950
Owned Owned
No

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HOLD
Just increased their dividends. Doesn’t see a continuous boom in commodity prices but expects a retrenchment in prices.
precious metals
0 0 0 0 0
0 comments
Just increased their dividends. Doesn’t see a continuous boom in commodity prices but expects a retrenchment in prices.
precious metals
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0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$48.690
Owned Owned
No

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BUY
Toronto Dominion(TD-T) 

November 17, 2010

Likes Cdn banks. In a period of rising interest rates, which he doesn’t expect to happen soon, they might find a little squeeze in terms of their book. Expecting dividend increases over the next couple of years.
banks
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0 comments
Likes Cdn banks. In a period of rising interest rates, which he doesn’t expect to happen soon, they might find a little squeeze in terms of their book. Expecting dividend increases over the next couple of years.
banks
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$73.030
Owned Owned
Yes

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TOP PICK
Royal Bank(RY-T) 

December 11, 2008

Thinks they are the strongest financial institution in Canada. Has a tremendous franchise. Thinks their US assets are manageable. Incredibly cheap at 9 X next year's earnings. Yield of 5.6%.
banks
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0 comments
Thinks they are the strongest financial institution in Canada. Has a tremendous franchise. Thinks their US assets are manageable. Incredibly cheap at 9 X next year's earnings. Yield of 5.6%.
banks
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$33.960
Owned Owned
Yes

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TOP PICK
Suncor Energy Inc(SU-T) 

December 11, 2008

Good cash flow. They have a tremendous advantage in their reserves.
integrated oils
0 0 0 0 0
0 comments
Good cash flow. They have a tremendous advantage in their reserves.
integrated oils
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$25.970
Owned Owned
Yes

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TOP PICK
SNC-Lavalin Group Inc.(SNC-T) 

December 11, 2008

Canada's largest engineering company and they operate globally. Infrastructure is a key building block in governments’ attempts to stimulate the economy. No debt and lots of cash. ROE is about 27% for 2008.
contractors
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0 comments
Canada's largest engineering company and they operate globally. Infrastructure is a key building block in governments’ attempts to stimulate the economy. No debt and lots of cash. ROE is about 27% for 2008.
contractors
0 0 0 0 0
0 comments
Bill MacLachlan

Director, Mawer Investment Mng...

Price Price
$38.100
Owned Owned
Yes

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