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

Portfolio , MFC Global Investmen...

Price Price
$17.260
Owned Owned
Yes

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