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Stock Opinions by Greg Guichon

BUY
67% oil. 10% yield with a 71% payout. A combination of oil production and gas refining.
oil / gas
DON'T BUY
Oil-based trust with a yield in the 14% range. Payout ratio is in the 70% range. The assets they took on from Viking are not the highest quality. Sold his holdings because of the integration risks.
investment companies / funds
BUY
Equally weighted in oil/gas. Excellent management. Actively traded in the US.
oil / gas
BUY
This was an amalgamation of 3 large senior citizens residences and initially there was disappointment in the lack of synergies. Believes it is a good place to be in the long-term.
property mngmnt / investment
DON'T BUY
16% yield in their market is expecting a decrease. Can have a lot of competition in nail production and weakening housing sales can be a problem.
INDUSTRIAL PRODUCTS
DON'T BUY
Passed on the original IPO as the government would be selling their holdings in 6 months. Also was not convinced that management would stick around. Likes the model and the business.
Financial Services
COMMENT
8% gas. 13% yield. All bets are off regarding distribution cuts. Doesn't think there is much risk to the underlying trust however. Good management.
oil / gas
BUY
58% gas weighted. Excellent management. Current yield of about 11% but has a very low payout ratio.
oil / gas
PAST TOP PICK
(A Top Pick Apr 28/06. Down 7.4%.) Getting caught in the decline of need of drilling rigs. A very good trust.
oil / gas field services
TOP PICK
An excellent play on oil. They made some interesting acquisitions. Good management. Excellent technical expertise. 10.5% yield.
oil / gas
TOP PICK
Current yield of 8.5%. Mortgage broker, but also manages mortgages. Have software that allows mortgage brokers to get real-time information about mortgage applications. Gives them a very strong niche.
Financial Services
SELL
Excellent management and balance sheet. Didn't like the changes in technology were they were going from CDs and DVDs to a new format and the new format is unclear. Also not sure what the CapX requirements would be to move over.
misc industrial products
BUY
Low yield of about 6.7%. This is a growth part of a portfolio. They clean up waste in the oil patch. Very high margins. Low payout ratio of about 67%.
Transportation & Environmental Services
DON'T BUY
Just made an acquisition. Made 2 distribution cuts this year. Payout ratio is too high.
investment companies / funds
DON'T BUY
When they emerged in with Bumble Bee they strayed away from their core competencies. It has taken 1 or 2 years for the integrated company to put through all the cost savings. The cost savings may be starting to kick in. Very competitive business.
investment companies / funds
Showing 1 to 15 of 133 entries