Stock Opinions by John Priestman - Stockchase Experts
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John Priestman

On Stockchase since : Mar 2002

Managing Director at Guardian Capital

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John Priestman Latest Top Picks...

Stock Opinions by John Priestman - Stockchase Experts

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BUY
Altagas Ltd(ALA-T) 

December 31, 2004

A terrific core holding. Has grown at 15%+ every year. Great management and make smart acquisitions.
oil/gas
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A terrific core holding. Has grown at 15%+ every year. Great management and make smart acquisitions.
oil/gas
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$23.150
Owned Owned
Yes

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VAGUE
Freehold Royalties(FRU-T) 

December 31, 2004

Has had a great run and have been trimming back their positions. Good substitutions for a 2/3 year hold would be Arc Energy or Canadian Oil Sands.
oil/gas
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0 comments
Has had a great run and have been trimming back their positions. Good substitutions for a 2/3 year hold would be Arc Energy or Canadian Oil Sands.
oil/gas
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$17.450
Owned Owned
Yes

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BUY
Canadian Oil Sands(COS-T) 

December 31, 2004

Good holdings for 2/3 years would be Arc Energy or Canadian Oil Sands.
oil/gas
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0 comments
Good holdings for 2/3 years would be Arc Energy or Canadian Oil Sands.
oil/gas
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0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$67.610
Owned Owned
Yes

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BUY
Arc Resources Ltd(ARX-T) 

December 31, 2004

Good holdings for 2/3 years would be Arc Energy or Canadian Oil Sands.
oil/gas
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0 comments
Good holdings for 2/3 years would be Arc Energy or Canadian Oil Sands.
oil/gas
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$17.900
Owned Owned
Yes

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BUY
Acclaim Energy Trust(AE.UN-T) 

December 31, 2004

A good trust, especially if you are looking for income. About 2/3 of its distribution is tax deferred income. Yield is about 12 1/2%. Good up front tax-effective income.
investment companies/funds
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A good trust, especially if you are looking for income. About 2/3 of its distribution is tax deferred income. Yield is about 12 1/2%. Good up front tax-effective income.
investment companies/funds
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John Priestman

Managing D, Guardian Capital...

Price Price
$14.400
Owned Owned
Unknown

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BUY
Has new management from top to bottom and a new game plan. Currently merging with Calpine which will make it into a much larger trust. Will be a big high quality name with an equal balanced production between natural gas and oil. High yield.
investment companies/funds
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Has new management from top to bottom and a new game plan. Currently merging with Calpine which will make it into a much larger trust. Will be a big high quality name with an equal balanced production between natural gas and oil. High yield.
investment companies/funds
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John Priestman

Managing D, Guardian Capital...

Price Price
$6.750
Owned Owned
Unknown

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HOLD
A reasonable distribution for next year would probably be around $1.20/1.25 which is a substantial increase from what they have been paying for the last 4/5 years. Volumes and coal prices will be going up.
investment companies/funds
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A reasonable distribution for next year would probably be around $1.20/1.25 which is a substantial increase from what they have been paying for the last 4/5 years. Volumes and coal prices will be going up.
investment companies/funds
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John Priestman

Managing D, Guardian Capital...

Price Price
$12.520
Owned Owned
Unknown

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DON'T BUY
The embarrassment of the year in income trusts. Standard Poor ranked it as a very stable trust. A lot of the acquisitions they have made have not produced cash flow.
electrical utilities
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The embarrassment of the year in income trusts. Standard Poor ranked it as a very stable trust. A lot of the acquisitions they have made have not produced cash flow.
electrical utilities
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John Priestman

Managing D, Guardian Capital...

Price Price
$6.940
Owned Owned
No

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DON'T BUY
Distributions have been high at 13% or so which was 138% of cash flow in the 3rd quarter. There will probably be a cut. A better trust in the seafood industry is Connor Bros. Low payout ratio at 70%. Better balance sheets.
Financial Services
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0 comments
Distributions have been high at 13% or so which was 138% of cash flow in the 3rd quarter. There will probably be a cut. A better trust in the seafood industry is Connor Bros. Low payout ratio at 70%. Better balance sheets.
Financial Services
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John Priestman

Managing D, Guardian Capital...

Price Price
$8.780
Owned Owned
Unknown

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BUY
A good trust in the seafood industry is Connor Bros. Low payout ratio at 70%. Good balance sheets.
investment companies/funds
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A good trust in the seafood industry is Connor Bros. Low payout ratio at 70%. Good balance sheets.
investment companies/funds
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0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$18.650
Owned Owned
Unknown

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BUY
Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Retirement REIT and Chartwell. This one caters to high income earners. Will be a little slower growing.
property mngmnt/investment
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0 comments
Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Retirement REIT and Chartwell. This one caters to high income earners. Will be a little slower growing.
property mngmnt/investment
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$11.540
Owned Owned
Unknown

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BUY
Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Retirement REIT and Sunrise Senior. This one will be the most aggresive. Have doubled their assets in less than 18 months.
property mngmnt/investment
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0 comments
Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Retirement REIT and Sunrise Senior. This one will be the most aggresive. Have doubled their assets in less than 18 months.
property mngmnt/investment
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$14.100
Owned Owned
Unknown

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BUY
Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Chartwell and Sunrise Senior. Had surplus capacity and a high yield, so cut its distribution, so it's a good turnaround story.
property mngmnt/investment
0 0 0 0 0
0 comments
Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Chartwell and Sunrise Senior. Had surplus capacity and a high yield, so cut its distribution, so it's a good turnaround story.
property mngmnt/investment
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$10.300
Owned Owned
Unknown

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BUY
Has increased distributions every year for 11 years. Low payout ratio. Great balance sheet and terrific management. Could be a core holding.
property mngmnt/investment
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Has increased distributions every year for 11 years. Low payout ratio. Great balance sheet and terrific management. Could be a core holding.
property mngmnt/investment
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$17.750
Owned Owned
Unknown

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HOLD
Very expensive. Has had a huge move. Trading at over 20% premium to its net asset value. 7% yield. Do some profit taking. Can repurchase at a cheaper price down the road.
property mngmnt/investment
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Very expensive. Has had a huge move. Trading at over 20% premium to its net asset value. 7% yield. Do some profit taking. Can repurchase at a cheaper price down the road.
property mngmnt/investment
0 0 0 0 0
0 comments
John Priestman

Managing D, Guardian Capital...

Price Price
$18.990
Owned Owned
Unknown

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