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

Signal Opinion Expert Chart
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
0 0 0 0 0
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
0 0 0 0 0
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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0 comments
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
0 0 0 0 0
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
0 0 0 0 0
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
0 0 0 0 0
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
0 0 0 0 0
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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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$43.950
Owned Owned
Yes

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DON'T BUY
Wyeth(WYE-N) 

July 20, 2005

All the big pharma companies are taking out a lot of costs. The problem is the pipeline is pretty lean, visability is lean. Maybe a little bit of a short term trade up to reward them for the reduced cost structure. Not significant.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
All the big pharma companies are taking out a lot of costs. The problem is the pipeline is pretty lean, visability is lean. Maybe a little bit of a short term trade up to reward them for the reduced cost structure. Not significant.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$46.280
Owned Owned
No

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DON'T BUY
Laurentian Bank(LB-T) 

July 20, 2005

Looks cheap and a little bit tempting but you have to know there's a union in there. This will deter any merger/acquisition activity. Hasn't performed in line with any of the other banks.
banks
0 0 0 0 0
0 comments
Looks cheap and a little bit tempting but you have to know there's a union in there. This will deter any merger/acquisition activity. Hasn't performed in line with any of the other banks.
banks
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$26.950
Owned Owned
No

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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.
0 0 0 0 0
0 comments
(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
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$26.460
Owned Owned
Yes

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DON'T BUY
Marsh & McLennan(MMC-N) 

July 20, 2005

Has a hard time understanding exactly what's in it or what the new model will look like. Was extremely profitable. It threw off cash. Had a high ROE. There were things going on that increased the profitability. Would stand back on this one.
insurance
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0 comments
Has a hard time understanding exactly what's in it or what the new model will look like. Was extremely profitable. It threw off cash. Had a high ROE. There were things going on that increased the profitability. Would stand back on this one.
insurance
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$29.820
Owned Owned
No

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SELL
Finning Int(FTT-T) 

July 20, 2005

This is a play on the oil sands. They have the CAT dealership in western Canada, England and in S. America. At this point, when they do sell new equipment, the margin is very low. Where they make their money is on the service side. Looks fully valued.
wholesale distributors
0 0 0 0 0
0 comments
This is a play on the oil sands. They have the CAT dealership in western Canada, England and in S. America. At this point, when they do sell new equipment, the margin is very low. Where they make their money is on the service side. Looks fully valued.
wholesale distributors
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$38.750
Owned Owned
No

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HOLD
TMX Group(X-T) 

July 20, 2005

The closest thing you are going to come to a toll booth. Anyone wanting to come through public listings on the Canadian market has to go through here. A bit volatile. As the markets go, the earnings go. Return on capital is extremely high as it requires virtually no capital in. The primary driver lately has been all the trusts. Trades at a hefty valuation.
other services
0 0 0 0 0
0 comments
The closest thing you are going to come to a toll booth. Anyone wanting to come through public listings on the Canadian market has to go through here. A bit volatile. As the markets go, the earnings go. Return on capital is extremely high as it requires virtually no capital in. The primary driver lately has been all the trusts. Trades at a hefty valuation.
other services
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$39.850
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$19.200
Owned Owned
Yes

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DON'T BUY
Coca-Cola Company(KO-N) 

July 20, 2005

Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
food processing
0 0 0 0 0
0 comments
Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
food processing
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$43.330
Owned Owned
No

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BUY
PepsiCo(PEP-Q) 

July 20, 2005

Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
food processing
0 0 0 0 0
0 comments
Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
food processing
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$54.600
Owned Owned
No

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HOLD
A great low cost operator. Have some great assets in S. America with some growth. Valuation is reasonable.
banks
0 0 0 0 0
0 comments
A great low cost operator. Have some great assets in S. America with some growth. Valuation is reasonable.
banks
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$41.630
Owned Owned
No

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DON'T BUY
Pfizer Inc(PFE-N) 

July 20, 2005

They beat the numbers today. Numbers are pretty low. They are taking costs out. The problems with these stocks, which are all innovation dependent, is essentially depletion through generics.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
They beat the numbers today. Numbers are pretty low. They are taking costs out. The problems with these stocks, which are all innovation dependent, is essentially depletion through generics.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$27.060
Owned Owned
No

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DON'T BUY
On a short term basis, would prefer Procter and Gamble (PG-N). Earnings have been coming down on Colgate. This year earnings will grow about 8/9% and probably better next year.
misc consumer products
0 0 0 0 0
0 comments
On a short term basis, would prefer Procter and Gamble (PG-N). Earnings have been coming down on Colgate. This year earnings will grow about 8/9% and probably better next year.
misc consumer products
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$49.610
Owned Owned
No

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DON'T BUY
They continue to take market share. Have expanded their product line to take share, but some of the product is lower margin which has impacted their earnings. The whole discount space is being impacted by the rising gas prices.
department stores
0 0 0 0 0
0 comments
They continue to take market share. Have expanded their product line to take share, but some of the product is lower margin which has impacted their earnings. The whole discount space is being impacted by the rising gas prices.
department stores
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$46.620
Owned Owned
No

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$17.260
Owned Owned
Yes

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BUY
Has a premium valuation. Have done a fabulous job. Will continue to grow, but a little pricey. May go down before it goes up.
specialty stores
0 0 0 0 0
0 comments
Has a premium valuation. Have done a fabulous job. Will continue to grow, but a little pricey. May go down before it goes up.
specialty stores
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$40.460
Owned Owned
Yes

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DON'T BUY
Certicom(CIC-T) 

June 2, 2005

An encryption company. Have signed a US defense contactor where they get a royalty. No visibility as to where/when these deals are going to be consumated so difficult to know what to pay for it.
electrical/electronic
0 0 0 0 0
0 comments
An encryption company. Have signed a US defense contactor where they get a royalty. No visibility as to where/when these deals are going to be consumated so difficult to know what to pay for it.
electrical/electronic
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$5.800
Owned Owned
No

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$38.900
Owned Owned
Yes

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DON'T BUY
Not one of his favourites. Made some acquisitions in the last couple of years and driven their top line and the profitability, but there has been so many difficulties in the semi-conductor stock performance. Still too early to be in this sector.
electrical/electronic
0 0 0 0 0
0 comments
Not one of his favourites. Made some acquisitions in the last couple of years and driven their top line and the profitability, but there has been so many difficulties in the semi-conductor stock performance. Still too early to be in this sector.
electrical/electronic
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$13.000
Owned Owned
No

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DON'T BUY
Still scratching his head over what Sun will do with their acquisition of Storage Tech. Loaded with cash, but that's about the only thing they have going for them.
electrical/electronic
0 0 0 0 0
0 comments
Still scratching his head over what Sun will do with their acquisition of Storage Tech. Loaded with cash, but that's about the only thing they have going for them.
electrical/electronic
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$3.790
Owned Owned
No

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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
0 0 0 0 0
0 comments
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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DON'T BUY
Great brand internationally. However, growth is almost nonexistant. Missed on the power drinks, water, etc. People are not drinking as many soft drinks as before. Would buy Pepsi (PEP-N) instead.
food processing
0 0 0 0 0
0 comments
Great brand internationally. However, growth is almost nonexistant. Missed on the power drinks, water, etc. People are not drinking as many soft drinks as before. Would buy Pepsi (PEP-N) instead.
food processing
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$44.780
Owned Owned
No

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BUY
Nortel(NT-T) 

March 29, 2005

Over the next 12/16 months you'll see the stock up higher than it is today. Has to be the most hated stock on Bay Street. Have a strong product portfolio on the wireless side and voice over IP. Accounting issues will be cleaned up. They'll be no debt net in the 2nd half. Trades at about 1.1/1.2 X sales.
Telecommunications
0 0 0 0 0
0 comments
Over the next 12/16 months you'll see the stock up higher than it is today. Has to be the most hated stock on Bay Street. Have a strong product portfolio on the wireless side and voice over IP. Accounting issues will be cleaned up. They'll be no debt net in the 2nd half. Trades at about 1.1/1.2 X sales.
Telecommunications
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$3.330
Owned Owned
Yes

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TOP PICK
Home Depot(HD-N) 

March 29, 2005

Stock has been weak. As rates have been rising, people are worried about a housing slowdown. Their volumes have not been directly with new home sales, but with transactions. Good management. Churns out roughly $3 billion in cash flow. Trades at 14 X earnings. Sees it growing at 10% over the next couple of years.
specialty stores
0 0 0 0 0
0 comments
Stock has been weak. As rates have been rising, people are worried about a housing slowdown. Their volumes have not been directly with new home sales, but with transactions. Good management. Churns out roughly $3 billion in cash flow. Trades at 14 X earnings. Sees it growing at 10% over the next couple of years.
specialty stores
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$37.690
Owned Owned
Yes

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BUY
Apple(AAPL-Q) 

March 29, 2005

The key is Apple software and the functionality driving it. Feels there is upside in market share of PC's and laptops. They have roughly 1% and feels it can be driven higher.
electrical/electronic
0 0 0 0 0
0 comments
The key is Apple software and the functionality driving it. Feels there is upside in market share of PC's and laptops. They have roughly 1% and feels it can be driven higher.
electrical/electronic
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$41.750
Owned Owned
Yes

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DON'T BUY
Would stay away from this stock. Doesn't like the industry. Too much capacity.
transportation equip & components
0 0 0 0 0
0 comments
Would stay away from this stock. Doesn't like the industry. Too much capacity.
transportation equip & components
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$2.660
Owned Owned
No

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DON'T BUY
eBay Inc(EBAY-Q) 

March 29, 2005

Wonderful business model. A fantastic business in terms of cash generation and a market that continues to grow. Market cap in the $45 billion range there's a lot of good news still in there. Expensive. Would prefer it at about half the price.
specialty stores
0 0 0 0 0
0 comments
Wonderful business model. A fantastic business in terms of cash generation and a market that continues to grow. Market cap in the $45 billion range there's a lot of good news still in there. Expensive. Would prefer it at about half the price.
specialty stores
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$36.100
Owned Owned
No

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TOP PICK
Biomet Inc(BMET-Q) 

March 29, 2005

Primary business is the hip/knee replacements. What has generated a product cycle recently is that they can do hips less invasively with only small incisions and knees can be replaced. Stock has been coming off recently. Trades around 19 X earnings. Top line growth is 15% and earnings closer to 20%.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Primary business is the hip/knee replacements. What has generated a product cycle recently is that they can do hips less invasively with only small incisions and knees can be replaced. Stock has been coming off recently. Trades around 19 X earnings. Top line growth is 15% and earnings closer to 20%.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$38.760
Owned Owned
Yes

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DON'T BUY
724 Solutions(SVN-T) 

March 29, 2005

Has had a tremendous run. Made some acquisitions. New management team. Starting to get some traction on some products. Doesn't have faith that the business model is sustainable. Software is in the telecom space. It's a niche application.
computer software/processing
0 0 0 0 0
0 comments
Has had a tremendous run. Made some acquisitions. New management team. Starting to get some traction on some products. Doesn't have faith that the business model is sustainable. Software is in the telecom space. It's a niche application.
computer software/processing
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$16.000
Owned Owned
No

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DON'T BUY
724 Solutions(SVN-T) 

March 29, 2005

Has had a tremendous run. Made some acquisitions. New management team. Starting to get some traction on some products. Doesn't have faith that the business model is sustainable. Software is in the telecom space. It's a niche application.
computer software/processing
0 0 0 0 0
0 comments
Has had a tremendous run. Made some acquisitions. New management team. Starting to get some traction on some products. Doesn't have faith that the business model is sustainable. Software is in the telecom space. It's a niche application.
computer software/processing
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$16.000
Owned Owned
No

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DON'T BUY
Boston Scientific (BSX-N) had the majority share in the business, they are a supplier, so why is it weak. Boston is just as weak. The problem with the pharma sector is investors never look at what it is today but what is the marginal change tomorrow, such as competition with a better product.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Boston Scientific (BSX-N) had the majority share in the business, they are a supplier, so why is it weak. Boston is just as weak. The problem with the pharma sector is investors never look at what it is today but what is the marginal change tomorrow, such as competition with a better product.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$17.640
Owned Owned
No

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TOP PICK
US health care spending is 14% of GDP. This one is on the insurance side which is cost containment. Have done a terrific job of acquiring, rolling up, managing the network of physicians, keeping cost control, long record of accruing earnings. Valuation is about 16 X earnings. There are plenty of opportunities to consolidate the industry.
medical services
0 0 0 0 0
0 comments
US health care spending is 14% of GDP. This one is on the insurance side which is cost containment. Have done a terrific job of acquiring, rolling up, managing the network of physicians, keeping cost control, long record of accruing earnings. Valuation is about 16 X earnings. There are plenty of opportunities to consolidate the industry.
medical services
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$93.100
Owned Owned
Yes

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SELL
Patheon(PTI-T) 

January 26, 2005

Would sell into this strength. An extremely tough business. It's characterized by rapid turnover of products, capital intensive and very fleeting profitability. Fully valued. Legal issues with management that has to be worked through.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Would sell into this strength. An extremely tough business. It's characterized by rapid turnover of products, capital intensive and very fleeting profitability. Fully valued. Legal issues with management that has to be worked through.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$10.120
Owned Owned
No

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DON'T BUY
Has a lot of growth. Priced for perfection. Too rich for him.
Business Services
0 0 0 0 0
0 comments
Has a lot of growth. Priced for perfection. Too rich for him.
Business Services
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$189.240
Owned Owned
No

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TOP PICK
Time Warner Inc(TWX-N) 

January 26, 2005

Have an excellent collection of assets such as cable, TV production, film, AOL and great print assets. Valuation is very attractive. 9.6 X EBITDA.
Broadcasting
0 0 0 0 0
0 comments
Have an excellent collection of assets such as cable, TV production, film, AOL and great print assets. Valuation is very attractive. 9.6 X EBITDA.
Broadcasting
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$18.150
Owned Owned
Yes

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HOLD
Cheap. Market hasn't rebounded yet, but expects it to over the next couple of years.
misc industrial products
0 0 0 0 0
0 comments
Cheap. Market hasn't rebounded yet, but expects it to over the next couple of years.
misc industrial products
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$5.860
Owned Owned
No

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HOLD
Nordion Inc(NDN-T ) 

January 26, 2005

Very interesting at this level. Break up value would be towards $19. Management has been questionable in terms of materializing value for shareholders. Has been a chronic underperformer on an operating basis and stock. Could be a trust.
other services
0 0 0 0 0
0 comments
Very interesting at this level. Break up value would be towards $19. Management has been questionable in terms of materializing value for shareholders. Has been a chronic underperformer on an operating basis and stock. Could be a trust.
other services
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$15.680
Owned Owned
No

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$19.710
Owned Owned
No

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TOP PICK
General Market Comment 

January 26, 2005

It's principle asset is Expedia along with hotel.com. They are spinning out the travel portion as a stand alone company. Feels that business is worth $15 a share. The remainder of the assets is worth $10. There's $5 of net cash, so the company's worth $30.
0 0 0 0 0
0 comments
It's principle asset is Expedia along with hotel.com. They are spinning out the travel portion as a stand alone company. Feels that business is worth $15 a share. The remainder of the assets is worth $10. There's $5 of net cash, so the company's worth $30.
Unknown
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$23.620
Owned Owned
Yes

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SELL
Magna Int'l. (A)(MG-T) 

January 26, 2005

Business seems to be reasonably good, but the raw material prices have been rising, there is cost pressure on margins from the big 3, big 3 are losing market share to the Japanese. Sees modest growth.
Automotive
0 0 0 0 0
0 comments
Business seems to be reasonably good, but the raw material prices have been rising, there is cost pressure on margins from the big 3, big 3 are losing market share to the Japanese. Sees modest growth.
Automotive
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$94.300
Owned Owned
No

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BUY on WEAKNESS
Toronto Dominion(TD-T) 

January 26, 2005

Management team is the best in the business. They have a defined strategy of growth for the US. Short term will be difficult as valuations of financials in the US are at a premium so it will be hard to do accretive acquisitions. Longer term there will be some attractive assets come up. Can grow around 10%. Wait for a pull back.
banks
0 0 0 0 0
0 comments
Management team is the best in the business. They have a defined strategy of growth for the US. Short term will be difficult as valuations of financials in the US are at a premium so it will be hard to do accretive acquisitions. Longer term there will be some attractive assets come up. Can grow around 10%. Wait for a pull back.
banks
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$49.250
Owned Owned
Yes

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TOP PICK
Telus Corp(T-T) 

January 26, 2005

Really likes the wireless business. Very strong growth. Executing well. A big free cash flow generator. They're buying in debt, de-levering the company so you are getting the added multiple expansion because of the de-levering. Can grow 12%.
telephone utilities
0 0 0 0 0
0 comments
Really likes the wireless business. Very strong growth. Executing well. A big free cash flow generator. They're buying in debt, de-levering the company so you are getting the added multiple expansion because of the de-levering. Can grow 12%.
telephone utilities
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$36.510
Owned Owned
Yes

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$17.800
Owned Owned
Yes

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DON'T BUY
Leitch Tech(LTV-T) 

January 26, 2005

Management has done a good job of cutting costs to keep the cost structure in line. Now they've got to fill the products they want. Most people look to them for an HD play. Long term, at this price, you'll make money, but in the short term, don't count on earnings turning up rapidly. Still a lot of work to do. Fairly valued.
electrical/electronic
0 0 0 0 0
0 comments
Management has done a good job of cutting costs to keep the cost structure in line. Now they've got to fill the products they want. Most people look to them for an HD play. Long term, at this price, you'll make money, but in the short term, don't count on earnings turning up rapidly. Still a lot of work to do. Fairly valued.
electrical/electronic
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$8.250
Owned Owned
No

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HOLD
A great operator. Has been able to do acquisitions in a relatively flat, lower growth environment. Has value.
publishing/printing
0 0 0 0 0
0 comments
A great operator. Has been able to do acquisitions in a relatively flat, lower growth environment. Has value.
publishing/printing
0 0 0 0 0
0 comments
Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$24.500
Owned Owned
No

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