Stock Opinions by Danny Tomka - Stockchase Experts
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Danny Tomka

On Stockchase since : Jul 2004

Portfolio Manager at MFC Global Investment Management

Reveal Expert Performance

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Danny Tomka Latest Top Picks...

Stock Opinions by Danny Tomka - Stockchase Experts

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DON'T BUY
Stock has done well and the assets have done well, with lower interest rates primarily driving the value with occupancies relatively benign. Sees the whole group in a peak valuation and would stay clear. He has no real estate holdings.
property mngmnt/investment
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0 comments
Stock has done well and the assets have done well, with lower interest rates primarily driving the value with occupancies relatively benign. Sees the whole group in a peak valuation and would stay clear. He has no real estate holdings.
property mngmnt/investment
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0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$33.740
Owned Owned
No

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DON'T BUY
Has had a great run, primarily on the US acquisition. Last numbers were pretty good. Margins were a little lower than expected on the gasoline business. Primarily an acquisition story. They've got to a size now where they need a meaningful acquisition, but there doesn't appear to be a target out there. Trades at 18 X earnings which is a little rich on an operating basis.
food stores
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0 comments
Has had a great run, primarily on the US acquisition. Last numbers were pretty good. Margins were a little lower than expected on the gasoline business. Primarily an acquisition story. They've got to a size now where they need a meaningful acquisition, but there doesn't appear to be a target out there. Trades at 18 X earnings which is a little rich on an operating basis.
food stores
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0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$21.330
Owned Owned
No

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TOP PICK
Sprint Nextel(S-N) 

August 24, 2005

Recent symbol resulting from Sprint acquiring Nextel. Has a small local exchange which will be spun out making it 100% pure wireless. Attractive valuation. Rising free cash flows.
Telecommunications
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Recent symbol resulting from Sprint acquiring Nextel. Has a small local exchange which will be spun out making it 100% pure wireless. Attractive valuation. Rising free cash flows.
Telecommunications
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$25.960
Owned Owned
Yes

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BUY
Great West Lifeco(GWO-T) 

August 24, 2005

A good operator. A long history of consolidating history. Increasing profitability.
insurance
0 0 0 0 0
0 comments
A good operator. A long history of consolidating history. Increasing profitability.
insurance
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$29.050
Owned Owned
No

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DON'T BUY
Bristol Myers Squibb(BMY-N) 

August 24, 2005

In the major pharmaceutical companies you see low multiple stocks yielding 4/5% and it may look like a good bet. Use caution as it is a risky bet. Revenues over the last couple of years have been under pressure. On this one, about 3/4 of their earnings is being paid out in dividends.
biotechnology/pharmaceutical
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0 comments
In the major pharmaceutical companies you see low multiple stocks yielding 4/5% and it may look like a good bet. Use caution as it is a risky bet. Revenues over the last couple of years have been under pressure. On this one, about 3/4 of their earnings is being paid out in dividends.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$24.260
Owned Owned
No

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BUY
Bank of America(BAC-N) 

August 24, 2005

The outlook is high single digit earnings growth over the cycle with nice dividends. Has been impacted because of the integration of their credit card acquisition and people are worried about it. Approaching 5% yield which is very attractive. This is his 1st choice with Citigroup (C-N) being his second.
banks
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0 comments
The outlook is high single digit earnings growth over the cycle with nice dividends. Has been impacted because of the integration of their credit card acquisition and people are worried about it. Approaching 5% yield which is very attractive. This is his 1st choice with Citigroup (C-N) being his second.
banks
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0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$42.910
Owned Owned
No

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BUY
CitiGroup(C-N) 

August 24, 2005

The outlook is high single digit earnings growth over the cycle with nice dividends. 1st choice would be Bank of America (BAC-N) with Citigroup being second.
insurance
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0 comments
The outlook is high single digit earnings growth over the cycle with nice dividends. 1st choice would be Bank of America (BAC-N) with Citigroup being second.
insurance
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$43.050
Owned Owned
No

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TOP PICK
A mid size health insurance company and it's all about cost containment. Premiums should be growing faster than costs. Have been able to react when costs have been rising. Trades around 14 X's and growing about the same pace. Had pulled back recently due to an acquisition they had done.
medical services
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0 comments
A mid size health insurance company and it's all about cost containment. Premiums should be growing faster than costs. Have been able to react when costs have been rising. Trades around 14 X's and growing about the same pace. Had pulled back recently due to an acquisition they had done.
medical services
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$75.910
Owned Owned
Yes

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DON'T BUY
Ford Motor(F-N) 

August 24, 2005

Doesn't know what to make on the big auto companies. If unions roll back on some of their demands at General Motors (GM-N) you could see the same thing happening at this company. The industry is under siege. They're losing shares to the Japanese all the time.
Automotive
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0 comments
Doesn't know what to make on the big auto companies. If unions roll back on some of their demands at General Motors (GM-N) you could see the same thing happening at this company. The industry is under siege. They're losing shares to the Japanese all the time.
Automotive
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$9.920
Owned Owned
No

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HOLD
Power Corp(POW-T) 

August 24, 2005

Has done very well over the last few years. Great operator. Great asset.
mngmnt/diversified
0 0 0 0 0
0 comments
Has done very well over the last few years. Great operator. Great asset.
mngmnt/diversified
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$32.000
Owned Owned
Yes

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TOP PICK
Doing a great job of reformatting their stores in what they call a 20/20 concept which is basically getting more square footage. Same store sales of 3% to 4%. Has done a good job in the financial services area. Thinks they can grow earnings 12/15% over the next 5 years.
specialty stores
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0 comments
Doing a great job of reformatting their stores in what they call a 20/20 concept which is basically getting more square footage. Same store sales of 3% to 4%. Has done a good job in the financial services area. Thinks they can grow earnings 12/15% over the next 5 years.
specialty stores
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$60.800
Owned Owned
Yes

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SELL
Loblaw Companies Ltd(L-T) 

August 24, 2005

A great company and has been a great performer. The most recent quarters has seen some margin pressures. Stronger competition.
food stores
0 0 0 0 0
0 comments
A great company and has been a great performer. The most recent quarters has seen some margin pressures. Stronger competition.
food stores
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$69.610
Owned Owned
No

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WEAK BUY
Nortel(NT-T) 

August 24, 2005

At this point it looks attractive. Could see it at $5 12 months out. Highly volatile industry.
Telecommunications
0 0 0 0 0
0 comments
At this point it looks attractive. Could see it at $5 12 months out. Highly volatile industry.
Telecommunications
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$3.710
Owned Owned
Yes

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WAIT
A great company with a great asset. Long track record of adding value. In the very short term, would be surprised if it moved significantly up from this point unless there was a spike in oil prices. The 1st phase of Horizon, which comes on about 3 years from now, much of that is discounted in the $40 range.
oil/gas
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0 comments
A great company with a great asset. Long track record of adding value. In the very short term, would be surprised if it moved significantly up from this point unless there was a spike in oil prices. The 1st phase of Horizon, which comes on about 3 years from now, much of that is discounted in the $40 range.
oil/gas
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$48.370
Owned Owned
No

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BUY
Target Corp(TGT-N) 

July 20, 2005

The last comp. was about 9%. A step above Wal-Mart in terms of quality. Kept their costs low and opened new stores. Feels it has legs.
clothing
0 0 0 0 0
0 comments
The last comp. was about 9%. A step above Wal-Mart in terms of quality. Kept their costs low and opened new stores. Feels it has legs.
clothing
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$59.980
Owned Owned
No

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