Stock Opinions by Greg Guichon - Stockchase Experts
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133
Greg Guichon

On Stockchase since : Oct 2004

Portfolio Manager at Rockwater Asset Management

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Greg Guichon Latest Top Picks...

Stock Opinions by Greg Guichon - Stockchase Experts

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BUY
67% oil. 10% yield with a 71% payout. A combination of oil production and gas refining.
oil/gas
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0 comments
67% oil. 10% yield with a 71% payout. A combination of oil production and gas refining.
oil/gas
0 0 0 0 0
0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$14.020
Owned Owned
Yes

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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
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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
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0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$34.330
Owned Owned
No

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BUY
Arc Resources Ltd(ARX-T) 

July 14, 2006

Equally weighted in oil/gas. Excellent management. Actively traded in the US.
oil/gas
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Equally weighted in oil/gas. Excellent management. Actively traded in the US.
oil/gas
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Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$27.840
Owned Owned
Unknown

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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
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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
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Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$14.130
Owned Owned
Yes

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DON'T BUY
Tree Island Steel(TSL-T) 

July 14, 2006

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
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0 comments
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
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0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$9.090
Owned Owned
No

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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
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0 comments
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
0 0 0 0 0
0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$10.040
Owned Owned
No

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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
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0 comments
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
0 0 0 0 0
0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$18.620
Owned Owned
Unknown

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BUY
58% gas weighted. Excellent management. Current yield of about 11% but has a very low payout ratio.
oil/gas
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0 comments
58% gas weighted. Excellent management. Current yield of about 11% but has a very low payout ratio.
oil/gas
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Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$35.600
Owned Owned
Yes

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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
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0 comments
(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
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Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$16.860
Owned Owned
Yes

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TOP PICK
An excellent play on oil. They made some interesting acquisitions. Good management. Excellent technical expertise. 10.5% yield.
oil/gas
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0 comments
An excellent play on oil. They made some interesting acquisitions. Good management. Excellent technical expertise. 10.5% yield.
oil/gas
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Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$22.600
Owned Owned
Yes

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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
0 0 0 0 0
0 comments
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
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0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$11.500
Owned Owned
Yes

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SELL
Cinram(CRW.UN-T) 

July 14, 2006

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$25.960
Owned Owned
No

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BUY
Newalta Corp(NAL-T) 

July 14, 2006

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
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0 comments
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
0 0 0 0 0
0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$32.750
Owned Owned
Yes

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DON'T BUY
Just made an acquisition. Made 2 distribution cuts this year. Payout ratio is too high.
investment companies/funds
0 0 0 0 0
0 comments
Just made an acquisition. Made 2 distribution cuts this year. Payout ratio is too high.
investment companies/funds
0 0 0 0 0
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Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$21.160
Owned Owned
No

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Greg Guichon

Portfolio , Rockwater Asset Mana...

Price Price
$11.460
Owned Owned
No

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