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

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Danny Tomka Latest Top Picks...

Stock Opinions by Danny Tomka - Stockchase Experts

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

Portfolio , MFC Global Investmen...

Price Price
$3.710
Owned Owned
Yes

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WEAK BUY
Looks cheap. Starting to generate cash. So many issues with this company regarding governance, management and accounting. Welbutrin has been a big money spinner for them, but it will be coming off patent, so competition will increase. This is already in the stock. Could trade higher. High risk and volatile.
Consumer Products
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Looks cheap. Starting to generate cash. So many issues with this company regarding governance, management and accounting. Welbutrin has been a big money spinner for them, but it will be coming off patent, so competition will increase. This is already in the stock. Could trade higher. High risk and volatile.
Consumer Products
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$19.710
Owned Owned
No

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WEAK BUY
BCE Inc.(BCE-T) 

November 9, 2004

Pays a hefty dividend. Has quite a collection of assets and is worth more than what the stock trades at. Very little growth.
telephone utilities
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Pays a hefty dividend. Has quite a collection of assets and is worth more than what the stock trades at. Very little growth.
telephone utilities
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$27.690
Owned Owned
No

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WEAK BUY
Novelion(NVLN-T) 

August 26, 2004

Would buy the stocks. They would recommand people to look at this stock. However, this stock has been going up and down.
biotechnology/pharmaceutical
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Would buy the stocks. They would recommand people to look at this stock. However, this stock has been going up and down.
biotechnology/pharmaceutical
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$21.360
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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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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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$48.370
Owned Owned
No

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WAIT
Sierra Wireless(SW-T) 

January 26, 2005

Just reported and the earnings were not very good. Thinking about selling it, but thinks it may be temporary. There is inventory in the channel, so not re-ordering to the extent they were. Losing a little bit of market share to a competitor. Valuation is very attractive.
electrical/electronic
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Just reported and the earnings were not very good. Thinking about selling it, but thinks it may be temporary. There is inventory in the channel, so not re-ordering to the extent they were. Losing a little bit of market share to a competitor. Valuation is very attractive.
electrical/electronic
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$17.800
Owned Owned
Yes

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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
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$25.960
Owned Owned
Yes

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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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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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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$75.910
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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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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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$60.800
Owned Owned
Yes

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TOP PICK
Home Depot(HD-N) 

July 20, 2005

Over the long term, this can continue to grow. Just symptomatic of what's going on in the market place, people putting a lot more money into their homes. Continues to execute. Raising the average ticket price. Getting more into the installation. Trying to get closer to contractors.
specialty stores
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Over the long term, this can continue to grow. Just symptomatic of what's going on in the market place, people putting a lot more money into their homes. Continues to execute. Raising the average ticket price. Getting more into the installation. Trying to get closer to contractors.
specialty stores
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$43.950
Owned Owned
Yes

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TOP PICK
General Market Comment 

July 20, 2005

(Was a Top Pick in Jan26/05. Up 12%.) Its principal business's are Expedia (online travel), Home Shopping Network, Lending Tree, etc. Expedia has now been spun off. They will be reporting earnings on August 2nd at which time they will be split and will be trading on its own. Combined value will be about $32.
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(Was a Top Pick in Jan26/05. Up 12%.) Its principal business's are Expedia (online travel), Home Shopping Network, Lending Tree, etc. Expedia has now been spun off. They will be reporting earnings on August 2nd at which time they will be split and will be trading on its own. Combined value will be about $32.
Unknown
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$26.460
Owned Owned
Yes

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TOP PICK
Thinks there's a huge opportunity. Over the next 3/5 years the stock could double. Will have a lot of work to do on the Ekkard stores they acquired. Already have atores in New England states and will take that model and move it through the Ekkard stores. Attractive valuation.
department stores
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Thinks there's a huge opportunity. Over the next 3/5 years the stock could double. Will have a lot of work to do on the Ekkard stores they acquired. Already have atores in New England states and will take that model and move it through the Ekkard stores. Attractive valuation.
department stores
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$19.200
Owned Owned
Yes

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TOP PICK
Time Warner Inc(TWX-N) 

June 2, 2005

In tough markets, focusing on companies that have strong enduring assets producing strong cash flow. Sales of about $44 billion and about $8 billion in cash flow. Good TV assets, cable network, movie production, etc. Their AOL has 20 million users which creates $8 billion of business and has $2 billion of cash flow. In decline, but they are trying to migrate to an advertising portal.
Broadcasting
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In tough markets, focusing on companies that have strong enduring assets producing strong cash flow. Sales of about $44 billion and about $8 billion in cash flow. Good TV assets, cable network, movie production, etc. Their AOL has 20 million users which creates $8 billion of business and has $2 billion of cash flow. In decline, but they are trying to migrate to an advertising portal.
Broadcasting
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$17.260
Owned Owned
Yes

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TOP PICK
One of the best growth companies in the Canadian equity market. Has a unique combination of cable and wireless assets. Knocking the ball out of the park.
Cable
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One of the best growth companies in the Canadian equity market. Has a unique combination of cable and wireless assets. Knocking the ball out of the park.
Cable
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$38.900
Owned Owned
Yes

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TOP PICK
Biomet Inc(BMET-Q) 

June 2, 2005

Has $2 billion in sales. Knee and hip business. Likes this business. Great demographics with an older population. Wonderful cash flow earnings growth. Limited competition so reasonably stable.
biotechnology/pharmaceutical
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Has $2 billion in sales. Knee and hip business. Likes this business. Great demographics with an older population. Wonderful cash flow earnings growth. Limited competition so reasonably stable.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$38.220
Owned Owned
Yes

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