Opinions by Alan Blake | StockChase
10
Alan Blake

Portfolio Manager

ON STOCKCHASE SINCE Jul 2004

Smith Barney


Opinions by Alan Blake


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2004-07-16

TOP PICK
Amgen Inc. (AMGN-Q)
Under a cloud. Driven down because of generic drugs and imports from Canada. Medicare will be onerous. Powerful balance sheet.
biotechnology/pharmaceutical
Alan Blake

Portfolio Manager, Smith Barney

Price: $55.730
Owned: Yes

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2004-07-16

TOP PICK
Interactive Data Corp (IDC-N (Dead))
Powerful balance sheet.
other services
Alan Blake

Portfolio Manager, Smith Barney

Price: $16.990
Owned: Yes

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2004-07-16

TOP PICK
Coca-Cola Company (KO-N)
Powerful balance sheet.
food processing
Alan Blake

Portfolio Manager, Smith Barney

Price: $50.580
Owned: Yes

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2004-07-16

TOP PICK
Eli Lilly & Co. (LLY-N)
Powerful balance sheet.
biotechnology/pharmaceutical
Alan Blake

Portfolio Manager, Smith Barney

Price: $66.300
Owned: Yes

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2007-06-14

BUY
Cameco Corporation (CCO-T)
Doesn't expect the cigar lake to get going until 2010-2012. But they are the largest uranium producer and has the worlds largest deposits, so they are confident they will get this going. The key thing though is that they have long term contracts paying $35 a unit which are now rolling over and will continue to do that over the next 2 to 3 years. When they renew they will get the new prices which will give tons of cash flow. Suggests buying a cross section of the companies in this sector, as some are getting new contracts currently, (Denison Mines Corp DML-T sxr Uranium One Inc. SXR-T) Signing contracts today with $90 floors and no ceilings.
integrated mines
Alan Blake

Portfolio Manager, Smith Barney

Price: $57.270
Owned: Unknown

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2007-06-14

TOP PICK
Canadian Natural Rsrcs (CNQ-T)
Trading at a slight premium to it's peers, but has significant oil sands exposure, that isn't being valued in the price.
oil/gas
Alan Blake

Portfolio Manager, Smith Barney

Price: $73.890
Owned: Yes

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2007-06-14

TOP PICK
Crescent Point Energy Corp (CPG-T)
Significant upside from here. They've identified 800 to 1000 drill locations which they will use over then next two years. Risks are, commodity price risk, and seasonality in oil prices. Buy it for the long term.
oil/gas
Alan Blake

Portfolio Manager, Smith Barney

Price: $20.180
Owned: Yes

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2007-06-14

SELL
Fairborne Energy Trust (FEL.UN-T)
Sold most of their position. Will merge with it's corporate counterpart. Not much success with their drill bit.
oil/gas
Alan Blake

Portfolio Manager, Smith Barney

Price: $9.290
Owned: Yes

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2007-06-14

BUY
Talisman Energy (TLM-T (Dead))
Constant rumors around of a bust of of this company. He would own it, as a diversity to energy portfolio. Still represents a reasonable value even though parts of it's portfolio are in politically unstable areas of the world. Thinks $28-$30 in twelve months.
oil/gas
Alan Blake

Portfolio Manager, Smith Barney

Price: $21.900
Owned: Yes

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2007-06-14

TOP PICK
Vermilion Energy Inc (VET-T)
A very strong management team. They've grown their business offshore, they've gone into France and Australia, and are adding barrels at half the cost of adding barrels in Canada.
oil/gas
Alan Blake

Portfolio Manager, Smith Barney

Price: $34.510
Owned: Yes

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