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Stock Opinions by Kevin Hall BComm, CFA

HOLD

More of a defensive play. Added based on geographic positioning and insulation from competition. Out performed the group. Potential divestiture of Allstream, which has been a lousy part of their business. On a take-out there is still some upside. Market is starting to price some of that in.

telephone utilities
TOP PICK

(Top Pick Feb 27, 2009, Up 207.69% Total Return) Visible pipeline of growth of high quality projects. Secure cash flow streams. Currently projects are on time and on budget. Earnings growth. It should re-rate this company over time. Likely a dividend increase in Q4. 4.3% dividend Would be comfortable adding today, or stagger over next little while.

oil / gas
TOP PICK

Good, top quality domestic bank platform. Will be able to weather the storm better than others. 3.5% dividend yield that he expects to be boosted. Report next week and he expects them to be at the top of the list. Over time there is potential for the entire bank group to be valued upward. Would be comfortable adding today, or staggering over next little while.

banks
TOP PICK

2.7% dividend. With differential between heavy oil and WTI being volatile, this one has the refining business, which offsets it. Is trading below pier averages. Would be comfortable adding today, or staggering over next little while.

oil / gas
PAST TOP PICK

(Top Pick Feb 27, 2009, Up 123.55% Total Return)

oil / gas
PAST TOP PICK

(Top Pick Feb 27, 2009, Up 329.99% Total Return)

property mngmnt / investment
HOLD

Good performing stock. Has been volatile and more recent past has been kind. Have done a good job of repositioning and selling US assets. Always prudent to trim after a good run. Buy at sub-$10 level.

property mngmnt / investment
TOP PICK
Big office development in Calgary for Encana (ECA-T). Construction financing needs has been a huge overhang. Got $200 million from Fairfax Financial (FFH-T) that is contingent upon getting remaining financing from a syndicate of banks. Feels 80% chance that this happens and if so could see unit price going to $9 to $10.
property mngmnt / investment
TOP PICK
Oil weighted and their big play is the light oil Bakkens in southeast Saskatchewan. 11.6% yield. Very good visibility for drilling/fracing inventory. Good consolidator.
oil / gas
TOP PICK
Natural gas. 2nd quarter results were quite strong. Has been unduly punished and is very cheap. Thinks distribution is safe. Do a very good job of hedging with 66% on the power side for 09 and 50% in 2010. On frac spreads 50% in 09 and 15%-20% in 2010. Good management ownership.
oil / gas
PAST TOP PICK
(A Top Pick Dec 4/07. Down 18%.) Infrastructure type of play. More defensive. Good market cap and good liquidity. Very good operators. Stable distribution in a tough economic market.
electrical utilities
PAST TOP PICK
(A Top Pick Dec 4/07. Down 18.8%.) Had been looking for more defensive picks in order to get paid while you wait. Feels distribution is safe.
pipelines
PAST TOP PICK
(A Top Pick Dec 4/07. Down 37%.) The largest REIT in Canada and very well diversified. Unfortunately, REITs are getting tainted with the same brush as financial services. Has been oversold.
property mngmnt / investment
DON'T BUY
Unique because they have upstream oil/gas assets combined with more midstream natural gas processing assets. He prefers more pure plays. Had a couple of distribution cuts. Going through a strategic review.
oil / gas
DON'T BUY
Micro-cap REIT in the hotel sector. Not a fan of hotels right now. Large special distribution at year-end because of some gains on properties sold.
merchandising / lodging
Showing 16 to 30 of 273 entries