BDI-T 0.24 FIH.U-T 0 MATR-T -0.03 TOU-T -0.5 PPL-T 0.09 ZLU.U-T -0.3
Matt Baillie

Matt Baillie

Vice President and Portfolio Manager at Sceptre Investment Council Ltd

Member since: May '04 · 162 Opinions

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1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Matt Baillie

BUY ON WEAKNESS

CI Financial Corp(CIX-T)

Sep 08, 2005
Going to be a great income trust as it has huge cash flows and not a lot of CapX. Spiked today, so wouldn't jump in yet.
Matt BaillieMatt Baillie
No
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$24.100

Stock price when the opinion was issued

investment companies funds
DON'T BUY

ATI Technologies(ATY-T)

Sep 08, 2005
Has been selected by IGT (IGT-N) to power their gaming machines which is a nice deal for ATI. Has been paring back on his holdings as it has been getting hit on the high end by Nvidia (NVDA-Q) and on the low end by Intel (INTC-Q). Coming out with their new chip pretty soon and hopefullly it's good.
Matt BaillieMatt Baillie
Owned
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$15.920

Stock price when the opinion was issued

electrical electronic
TOP PICK

Aimia(AIM-T)

Sep 08, 2005
Expect it to continue to move. A real cash cow and doesn't need CapX. All Canadian, so you don't have the foreign exchange exposure. They'll be consolidators in the loyalty program space.
Matt BaillieMatt Baillie
Owned
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$14.250

Stock price when the opinion was issued

other services
BUY

Teck Resources Ltd. (B)(TECK.B-T)

Sep 08, 2005
Bought into the Fort Hills oil sand project and they paid a pretty penny. Likes it when metal companies use their cash in good times to buy into longer term energy plays.
Matt BaillieMatt Baillie
Owned
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$49.400

Stock price when the opinion was issued

Mining
BUY ON WEAKNESS

Phoenix Energy Services(PHX-T)

Sep 08, 2005
Have been on fire for a few years now. Could be a takeover target. Likes this sector. Feels the price has moved a little too far too fast.
Matt BaillieMatt Baillie
No
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$9.150

Stock price when the opinion was issued

oil gas
TOP PICK

Petro-Canada(PCA-T)

Sep 08, 2005
Management is gaining credibility. Have been making some acquisitions that have turned out well.
Matt BaillieMatt Baillie
Owned
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$48.290

Stock price when the opinion was issued

integrated oils
DON'T BUY

Manitoba Telecom Services(MBT-T)

Sep 08, 2005
Not a huge fan of this company because he didn't like the Allstream acquisition. The long distance market is a tough area to be in when you're a small telco and you're being attacked by the cable companies. Can't see much upside left.
Matt BaillieMatt Baillie
No
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$48.600

Stock price when the opinion was issued

telephone utilities
HOLD

Alcan Aluminum(AL-T)

Sep 08, 2005
Electricity costs are so high, 70% of the cost of aluminum. Keeps on getting hit. Thinks it can't go much lower.
Matt BaillieMatt Baillie
Owned
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$37.950

Stock price when the opinion was issued

integrated mines
BUY

Obsidian Energy(OBE-T)

Sep 08, 2005
Good company. The biggest royalty trust. Has some long term opportunity in coal bed methane. Has some capital efficiency issues. For the amount of money it's spending, it should be producing more. It seems to be doing all the right things to deal with this.
Matt BaillieMatt Baillie
No
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$35.850

Stock price when the opinion was issued

oil gas
TOP PICK

Boardwalk REIT(BEI.UN-T)

Sep 08, 2005
The biggest residential REIT in the country. Mainly in Alberta. Vacancy rates have been going up and rents have been coming down, so it's been tough on residential REITs. At some point housing prices are going to get to a level that it's more economical to rent rather than buy. Trades at about net asset value, so it's cheap.
Matt BaillieMatt Baillie
Owned
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$20.750

Stock price when the opinion was issued

property mngmnt investment
BUY ON WEAKNESS

TMX Group(X-T)

Sep 08, 2005
It might become an income trust. A cash cow. Somewhat of a monopoly and doesn't have much capital expenditures. Moved up to quickly today.
Matt BaillieMatt Baillie
Owned
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$41.700

Stock price when the opinion was issued

other services
WEAK BUY

Canadian Natural Rsrcs(CNQ-T)

Sep 08, 2005
A good idea to take some money from conventional oil/gas and put it in the long life assets of oil sands. A little rich, but would consider buying at this price.
Matt BaillieMatt Baillie
Owned
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$55.620

Stock price when the opinion was issued

oil gas
BUY

Arc Resources Ltd(ARX-T)

Sep 08, 2005
Can't do much better than this one in the trust area. The blue chip one. Low operating costs and low payout ratios.
Matt BaillieMatt Baillie
Owned
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$23.680

Stock price when the opinion was issued

oil gas
BUY

Shoppers Drug Mart Corp(SC-T)

Jul 15, 2005
A fantastic stock. Fantastic growth story.You have the back of the store which is drugs (a play on demographics), the front of the store beauty aid and health and a play on restructuring. Have another 8 years ahead of them of building out the new stores.
Matt BaillieMatt Baillie
Owned
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$42.170

Stock price when the opinion was issued

specialty stores
BUY

Viking Energy Royalty Trust(VKR.UN-T)

Jul 15, 2005
Royalty trusts in general haven't been keeping up with the oil stocks and are now in line on a cash flow basis with the oil corporations. Look a lot more attractive. This one has a lower payout ratio than last year. Lower valuation than the group because it is somewhat of a turn around story. Prefers others, but doesn't think you will get hurt on this one.
Matt BaillieMatt Baillie
No
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$7.570

Stock price when the opinion was issued

investment companies funds
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