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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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
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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
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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
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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
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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
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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
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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
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Has a lot of growth. Priced for perfection. Too rich for him.
Business Services
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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
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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
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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
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Cheap. Market hasn't rebounded yet, but expects it to over the next couple of years.
misc industrial products
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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
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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
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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
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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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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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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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
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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
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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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