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Jackee Pratt
Vice President and Portfolio Manager at Mavrix Fund Mgmt Inc
Member since: Jun '04 · 46 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Jackee Pratt
DON'T BUY
A good resource play. Good conglomorate giving morfe downturn protection, but can limit your upside. Would prefer an Alcan or Inco. Would buy in the mid $20's.
Mining
$34.320
No
BUY
Auto sector accounts for a large portion of their revenue. One of the better managed steel companies in Canada. 3% yield.
steel
TOP PICK
Well managed. Great track record of 15 to 20% earnings growth. Pays a dividend of 20/25% of earnings.
food stores
WEAK BUY
Has a lower return on equity than Great West or Manulife so prefers these.
insurance
BUY
Prefers over Sun Life. Greater growth potential.
insurance
WEAK BUY
Likes to value at about 4/5 X cash flow. Well managed. The CAPX for their Horizon project has increased substantially.
oil / gas
BUY
Has been treating as a trading stock. Sometimes the stock drops for no reason, so it creates a buying opportunity. Has been growing its earnings at 100% year over year.
electrical / electronic
BUY
Terra Nova oil spill was not a huge amount, so stock didn't take a big drop. Well managed.
integrated oils
TOP PICK
Well managed. Growing their earnings. Last quarter was $0.54 versus $0.46. Typically traded at 30 to 40 X earnings, but is now under 20 X earnings.
department stores
BUY
Well managed. Good global assets. No longer in the Sudan.
oil / gas
BUY
5.6% yield. Should give you a 22/23% total return.
telephone utilities
DON'T BUY
Likes the company, but they've had a pretty big run-up. Expensive now.
integrated mines
WEAK BUY
Largest gold-mine producer in the world. Good company. A little over priced.
precious metals
BUY
More upside in the company. Very well managed company.
oil / gas
WAIT
Company has put out an another update on earnings and you have to wait until you can put a multiple on them.
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