Stock Opinions by Neil Wickham - Stockchase Experts
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Neil Wickham

On Stockchase since : May 2004

President at Wickham Investment Counsel

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Neil Wickham Latest Top Picks...

Stock Opinions by Neil Wickham - Stockchase Experts

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TOP PICK
Agrium(AGU-T) 

July 14, 2008

More upside than Potash (POT-T) because of a more diversified fertilizer base including potash, phosphate and nitrogen. Massive retail system through US and Canada and expanding into Europe.
chemicals
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More upside than Potash (POT-T) because of a more diversified fertilizer base including potash, phosphate and nitrogen. Massive retail system through US and Canada and expanding into Europe.
chemicals
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$105.000
Owned Owned
Yes

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TOP PICK
7% royalty and 15% equity in Iron Ore Co. Iron Ore Co. is in the process of spending $500 million to expand production. Strong iron ore needs, particularly in China and India.
Financial Services
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7% royalty and 15% equity in Iron Ore Co. Iron Ore Co. is in the process of spending $500 million to expand production. Strong iron ore needs, particularly in China and India.
Financial Services
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$53.360
Owned Owned
Yes

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TOP PICK
Rapidly rising production profile and steadily rising reserves. Good diversification with 1) the Thai process, 2) the Bakken field in Saskatchewan and 3) the 76.5% interest in Petrominerales (PMG-T).
oil/gas
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Rapidly rising production profile and steadily rising reserves. Good diversification with 1) the Thai process, 2) the Bakken field in Saskatchewan and 3) the 76.5% interest in Petrominerales (PMG-T).
oil/gas
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$50.730
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Mar 20/07. Down 18%.) Didn’t meet earning target in the 1st quarter. Also a couple of lawsuits by franchisees turned investors off as well as consumer weakness. Still good value in cash flow earnings and growth. Attractive Buying opportunity.
food services
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(A Top Pick Mar 20/07. Down 18%.) Didn’t meet earning target in the 1st quarter. Also a couple of lawsuits by franchisees turned investors off as well as consumer weakness. Still good value in cash flow earnings and growth. Attractive Buying opportunity.
food services
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Neil Wickham

President, Wickham Investment C...

Price Price
$28.040
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Mar 20/07. Down 19%.) Sales have been pretty steady but hasn’t grown as expected partly because of weakness in the US housing sector. Sold his holdings.
specialty stores
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(A Top Pick Mar 20/07. Down 19%.) Sales have been pretty steady but hasn’t grown as expected partly because of weakness in the US housing sector. Sold his holdings.
specialty stores
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$17.500
Owned Owned
No

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PAST TOP PICK
(A Top Pick Mar 20/07. Down 10%.) Had a couple of problems with major drugs and doesn’t see this being resolved yet. Sold his holdings.
biotechnology/pharmaceutical
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(A Top Pick Mar 20/07. Down 10%.) Had a couple of problems with major drugs and doesn’t see this being resolved yet. Sold his holdings.
biotechnology/pharmaceutical
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$46.790
Owned Owned
No

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DON'T BUY
Westjet Airlines(WJA-T) 

July 14, 2008

Airline business has been terrible. This company has been a singular exception with its very sound business model. Whole industry is getting pretty hard hit by rising oil prices.
Transportation
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Airline business has been terrible. This company has been a singular exception with its very sound business model. Whole industry is getting pretty hard hit by rising oil prices.
Transportation
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$12.650
Owned Owned
Unknown

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COMMENT
Has never been a big fan of this company. Has always been a little concerned with their massive reliance on government subsidies.
transportation equip & components
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0 comments
Has never been a big fan of this company. Has always been a little concerned with their massive reliance on government subsidies.
transportation equip & components
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$7.220
Owned Owned
No

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COMMENT
General Electric(GE-N) 

July 14, 2008

For a long term holding of more than 5 years, this company is definitely a Buy. Essentially a proxy for the US economy, which essentially is pretty good. Has potential to do a lot better when times improve. May be nearing a bottom here.
electrical/electronic
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For a long term holding of more than 5 years, this company is definitely a Buy. Essentially a proxy for the US economy, which essentially is pretty good. Has potential to do a lot better when times improve. May be nearing a bottom here.
electrical/electronic
0 0 0 0 0
0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$27.180
Owned Owned
Unknown

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BUY
Yellow Media Inc(Y-T) 

July 14, 2008

At these prices has some extremely attractive yields. Yield is well covered and the payout ratio is moderately good. Its long-term viability is good especially when they develop the electronic side more completely. Superb cash flow.
communications/media
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0 comments
At these prices has some extremely attractive yields. Yield is well covered and the payout ratio is moderately good. Its long-term viability is good especially when they develop the electronic side more completely. Superb cash flow.
communications/media
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$8.570
Owned Owned
Unknown

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BUY
Arc Resources Ltd(ARX-T) 

July 14, 2008

Signed an agreement with the Alberta Research Council on carbon capture storage. The large amount invested cuts into the profits available for shareholders. Expect it will continue to be a pretty good performer.
oil/gas
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0 comments
Signed an agreement with the Alberta Research Council on carbon capture storage. The large amount invested cuts into the profits available for shareholders. Expect it will continue to be a pretty good performer.
oil/gas
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$33.300
Owned Owned
Unknown

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COMMENT
Likes the agricultural sector. (See Top Picks,) Good stock but he prefers Agrium (AGU-T). Looking for very strong earning gains in Q2 that will drive the stock to new highs in the relatively short term. Demand for fertilizers will continue to rise long term.
integrated mines
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Likes the agricultural sector. (See Top Picks,) Good stock but he prefers Agrium (AGU-T). Looking for very strong earning gains in Q2 that will drive the stock to new highs in the relatively short term. Demand for fertilizers will continue to rise long term.
integrated mines
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0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$230.000
Owned Owned
Unknown

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BUY
TransCanada Corp(TRP-T) 

July 14, 2008

One of the best in the utility sector.
oil/gas pipelines
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0 comments
One of the best in the utility sector.
oil/gas pipelines
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Neil Wickham

President, Wickham Investment C...

Price Price
$38.450
Owned Owned
Unknown

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BUY
BlackBerry(BB-T) 

July 14, 2008

Got beat up really badly when the 1st quarter earnings came out and they missed by only $0.01 a share even though earnings and cash flow were up dramatically. Their numbers will get back on track fairly soon.
electrical/electronic
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0 comments
Got beat up really badly when the 1st quarter earnings came out and they missed by only $0.01 a share even though earnings and cash flow were up dramatically. Their numbers will get back on track fairly soon.
electrical/electronic
0 0 0 0 0
0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$108.720
Owned Owned
Unknown

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BUY
Yamana Gold Inc.(YRI-T) 

July 14, 2008

Rising production this year, next and the following year is planned out, so even if gold is flat, they will have rising earnings and cash flow.
precious metals
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0 comments
Rising production this year, next and the following year is planned out, so even if gold is flat, they will have rising earnings and cash flow.
precious metals
0 0 0 0 0
0 comments
Neil Wickham

President, Wickham Investment C...

Price Price
$15.610
Owned Owned
Yes

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