Stock Opinions by Blair Wilson - Stockchase Experts
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127
Blair Wilson

On Stockchase since : Jun 2004

Associate Director and Portfolio Advisory Group at ScotiaMcLeod

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Stock Opinions by Blair Wilson - Stockchase Experts

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HOLD
Unit price has dropped about 10% because a perceived US competitor wanted to increase their production of sodium sulphate from 0 to 11% of North American production. Should they be successful, it could be a potential risk. No impact on product price yet. Pull back was too much.
investment companies/funds
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0 comments
Unit price has dropped about 10% because a perceived US competitor wanted to increase their production of sodium sulphate from 0 to 11% of North American production. Should they be successful, it could be a potential risk. No impact on product price yet. Pull back was too much.
investment companies/funds
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$18.050
Owned Owned
Yes

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HOLD
Arc Resources Ltd(ARX-T) 

January 18, 2005

Great track record. Good management. Believes that royalty trusts are discounting long term oil prices. Fully valued. Bonavista would be a better choice.
oil/gas
0 0 0 0 0
0 comments
Great track record. Good management. Believes that royalty trusts are discounting long term oil prices. Fully valued. Bonavista would be a better choice.
oil/gas
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$18.480
Owned Owned
No

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BUY
Bonavista Energy Corp(BNP-T) 

January 18, 2005

A top pick in the oil/gas royalty trust sector. Made a significant acquisition that adds to their reserve life.
oil/gas
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0 comments
A top pick in the oil/gas royalty trust sector. Made a significant acquisition that adds to their reserve life.
oil/gas
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$28.480
Owned Owned
No

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TOP PICK
Yellow Media Inc(Y-T) 

January 18, 2005

A sector outperform. Has a lot of trading liquidity. High operating margins of 55/58%. Expects an increase in to yield of 7.3% in 2005 and even higher in 2006.
communications/media
0 0 0 0 0
0 comments
A sector outperform. Has a lot of trading liquidity. High operating margins of 55/58%. Expects an increase in to yield of 7.3% in 2005 and even higher in 2006.
communications/media
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$13.720
Owned Owned
No

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BUY on WEAKNESS
Superior Plus Corp(SPB-T) 

January 18, 2005

Management has done an extremely good job in growing cash distributions. Have also diversified away from just propane and into propane, pulp chemicals and gyprock and have been able to lock in profit margins. About an 8% yield. Fairly valued.
wholesale distributors
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0 comments
Management has done an extremely good job in growing cash distributions. Have also diversified away from just propane and into propane, pulp chemicals and gyprock and have been able to lock in profit margins. About an 8% yield. Fairly valued.
wholesale distributors
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0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$30.020
Owned Owned
No

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BUY
Legacy Hotels(LGY.UN-T) 

January 18, 2005

As a result of weaker sales because of weaker tourism they cut their distributions in order to maintain their operations. Now turning around. Has a sector outperform with a high risk caveat.
property mngmnt/investment
0 0 0 0 0
0 comments
As a result of weaker sales because of weaker tourism they cut their distributions in order to maintain their operations. Now turning around. Has a sector outperform with a high risk caveat.
property mngmnt/investment
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Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$7.100
Owned Owned
No

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TOP PICK
Inter Pipeline(IPL-T) 

January 18, 2005

Sector outperform recommendation at a target price of $8.75. This is lower than current price, but it offers a level of income that gives a positive rate of return over the next year which may not happen with the rest of the group. Very strong management team.
oil pipelines
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0 comments
Sector outperform recommendation at a target price of $8.75. This is lower than current price, but it offers a level of income that gives a positive rate of return over the next year which may not happen with the rest of the group. Very strong management team.
oil pipelines
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0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$9.220
Owned Owned
No

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SELL
Have been very successful in raising distribution in the past and expects a jump to $1.57 in 2005. Has a 3 sector underperform.
investment companies/funds
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0 comments
Have been very successful in raising distribution in the past and expects a jump to $1.57 in 2005. Has a 3 sector underperform.
investment companies/funds
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Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$21.000
Owned Owned
No

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TOP PICK
Offers a higher than average yield. Also has an element of growth. Expects distributions to go from $1.14 to $1.18. Has been very effective in growing its portfolio of office space properties. Focused in Toronto, but moving into Montreal as well.
investment companies/funds
0 0 0 0 0
0 comments
Offers a higher than average yield. Also has an element of growth. Expects distributions to go from $1.14 to $1.18. Has been very effective in growing its portfolio of office space properties. Focused in Toronto, but moving into Montreal as well.
investment companies/funds
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$14.160
Owned Owned
No

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BUY
70% of their development capital expenses come from their operating cash flows which is good. Above average yield.
investment companies/funds
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0 comments
70% of their development capital expenses come from their operating cash flows which is good. Above average yield.
investment companies/funds
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$14.800
Owned Owned
No

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HOLD
Neutral towards this trust at this time. Have a 2-sector perform recommendation. A mid to high cap in the oil/gas trusts. A solid hold at this point.
oil/gas
0 0 0 0 0
0 comments
Neutral towards this trust at this time. Have a 2-sector perform recommendation. A mid to high cap in the oil/gas trusts. A solid hold at this point.
oil/gas
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$13.450
Owned Owned
Unknown

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BUY
Distributions should be stable. Comfortable with the long term contracts that they have.
electrical/electronic
0 0 0 0 0
0 comments
Distributions should be stable. Comfortable with the long term contracts that they have.
electrical/electronic
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$9.950
Owned Owned
No

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DON'T BUY
The majority of its production comes from natural gas. A larger cap fund. Has a 3-sector underperfom with an $18.75 target price which would give you a flat return over the next year or so.
investment companies/funds
0 0 0 0 0
0 comments
The majority of its production comes from natural gas. A larger cap fund. Has a 3-sector underperfom with an $18.75 target price which would give you a flat return over the next year or so.
investment companies/funds
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$21.000
Owned Owned
Unknown

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HOLD
A smaller cap trust, so doesn't trade a lot. Would like to see more yield for something this size. Neutral to this one at this time.
investment companies/funds
0 0 0 0 0
0 comments
A smaller cap trust, so doesn't trade a lot. Would like to see more yield for something this size. Neutral to this one at this time.
investment companies/funds
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$10.960
Owned Owned
Yes

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BUY on WEAKNESS
Canada's largest trucking company and known for its success in integrating acquisitions. Solid balance sheet. Has a sector outperform on this trust. Would buy on a lower level.
Transportation
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0 comments
Canada's largest trucking company and known for its success in integrating acquisitions. Solid balance sheet. Has a sector outperform on this trust. Would buy on a lower level.
Transportation
0 0 0 0 0
0 comments
Blair Wilson

Associate , ScotiaMcLeod...

Price Price
$15.230
Owned Owned
Yes

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