Stock Opinions by George Loughery - Stockchase Experts
WATCH LIST
40
George Loughery

On Stockchase since : Jan 2005

Vice President of Investments at Seamark Asset Management

Reveal Expert Performance

George Loughery hasn’t left any messages.


George Loughery Latest Top Picks...

Stock Opinions by George Loughery - Stockchase Experts

Signal Opinion Expert Chart
DON'T BUY
Westjet Airlines(WJA-T) 

March 15, 2005

Now has one less competitor. Expect airlines will tend to consolidate as they have a lot of fixed costs. Not a fan of airlines.
Transportation
0 0 0 0 0
0 comments
Now has one less competitor. Expect airlines will tend to consolidate as they have a lot of fixed costs. Not a fan of airlines.
Transportation
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$16.400
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

WEAK BUY
Domtar Inc.(DTC-T) 

March 15, 2005

For the long term, it's probably the best company in its sector. Industry has had pressures because of currency, dropping input costs and dropping fibre costs. If you are patient, and a long term holder, it should work out.
pulp trust
0 0 0 0 0
0 comments
For the long term, it's probably the best company in its sector. Industry has had pressures because of currency, dropping input costs and dropping fibre costs. If you are patient, and a long term holder, it should work out.
pulp trust
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$11.750
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Canada Bread Co.(CBY-T) 

March 15, 2005

Has done phenomenally well. Looks like Maple Leaf is looking to take the company private. Squeeze play as the remaining float only costitutes 13% of the company. This is the reason for the stock increase, not the fundamentals of the company. They are making in the $3 vicinity and might improve 10% in the forward year. Too rich. Prefers George Weston (WN-T).
food processing
0 0 0 0 0
0 comments
Has done phenomenally well. Looks like Maple Leaf is looking to take the company private. Squeeze play as the remaining float only costitutes 13% of the company. This is the reason for the stock increase, not the fundamentals of the company. They are making in the $3 vicinity and might improve 10% in the forward year. Too rich. Prefers George Weston (WN-T).
food processing
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$58.500
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
George Weston Ltd.(WN-T) 

March 15, 2005

Bakery assets are attractive because they are coming through a wee bit of a cycle because of the Atkins diet phase and the sell of in the last couple of years.
food processing
0 0 0 0 0
0 comments
Bakery assets are attractive because they are coming through a wee bit of a cycle because of the Atkins diet phase and the sell of in the last couple of years.
food processing
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$108.000
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

VAGUE
Yellow Media Inc(Y-T) 

March 15, 2005

A popular stock with a strong institutional demand. The premier income trust.
communications/media
0 0 0 0 0
0 comments
A popular stock with a strong institutional demand. The premier income trust.
communications/media
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$13.500
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Great West Lifeco(GWO-T) 

March 15, 2005

Always been the top quality company in its sector. Well run. Could do better on their US operations. Canada Life acquisition is well behind them. Reasonably well placed, compared to its peer group. Stock price has probably had its major growth, so will probably be slower. First couple of interest rate increases might help them because they have stipulated minimums in some of the states where they haven't obtained legislative relief.
insurance
0 0 0 0 0
0 comments
Always been the top quality company in its sector. Well run. Could do better on their US operations. Canada Life acquisition is well behind them. Reasonably well placed, compared to its peer group. Stock price has probably had its major growth, so will probably be slower. First couple of interest rate increases might help them because they have stipulated minimums in some of the states where they haven't obtained legislative relief.
insurance
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$27.970
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Home Depot(HD-N) 

March 15, 2005

In the midst of a restructuring. They may be able to keep a leg up in a bit of a downmarket by pursuing restructuring. Changing spaces to be more friendly to women which has paid off. Moving into appliances.
specialty stores
0 0 0 0 0
0 comments
In the midst of a restructuring. They may be able to keep a leg up in a bit of a downmarket by pursuing restructuring. Changing spaces to be more friendly to women which has paid off. Moving into appliances.
specialty stores
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$39.760
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Alcan Aluminum(AL-T) 

March 15, 2005

Has been a laggard. Of all the commodities, aluminum is the one that has probably had the least move to date. An oligopolistic type of industry. Well disciplined. Fairly tight in supply, so should move eventually.
integrated mines
0 0 0 0 0
0 comments
Has been a laggard. Of all the commodities, aluminum is the one that has probably had the least move to date. An oligopolistic type of industry. Well disciplined. Fairly tight in supply, so should move eventually.
integrated mines
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$48.600
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Eli Lilly & Co.(LLY-N) 

March 15, 2005

A little bit of risk in a 3/6 month view as to whether they can retain their patent on Sprizecta (?), but the longer term they have the best drug pipeline and growth in the sector. OK for a long term hold.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
A little bit of risk in a 3/6 month view as to whether they can retain their patent on Sprizecta (?), but the longer term they have the best drug pipeline and growth in the sector. OK for a long term hold.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$52.700
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Pfizer Inc(PFE-N) 

March 15, 2005

A good long term hold. Historically cheap.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
A good long term hold. Historically cheap.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$26.290
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Toronto Dominion(TD-T) 

March 15, 2005

Had a pull back because of the Bank North deal. US residents selling their TD shares they received put short term pressure on the stock.
banks
0 0 0 0 0
0 comments
Had a pull back because of the Bank North deal. US residents selling their TD shares they received put short term pressure on the stock.
banks
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$49.930
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Encana Corp(ECA-T) 

March 15, 2005

Has had a pretty sharp move since the beginning of the year. Has conducted itself admirably within the group. Have done all the right things. Traded the right properties and tilted their mix towards natural gas. The easy money's been made. If you own, take some profit.
oil/gas
0 0 0 0 0
0 comments
Has had a pretty sharp move since the beginning of the year. Has conducted itself admirably within the group. Have done all the right things. Traded the right properties and tilted their mix towards natural gas. The easy money's been made. If you own, take some profit.
oil/gas
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$83.150
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Viacom Inc.(VIA-Q) 

March 15, 2005

The big media companies are out of favour, so they bought them as contrarian holdings. In the process of restructuring. The assets would be worth a lot more sold than the company is as an operation.
entertainment services
0 0 0 0 0
0 comments
The big media companies are out of favour, so they bought them as contrarian holdings. In the process of restructuring. The assets would be worth a lot more sold than the company is as an operation.
entertainment services
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$34.290
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Time Warner Inc(TWX-N) 

March 15, 2005

The big media companies are out of favour, so they bought them as contrarian holdings.
Broadcasting
0 0 0 0 0
0 comments
The big media companies are out of favour, so they bought them as contrarian holdings.
Broadcasting
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$18.030
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Accounting is not that trustworthy. The drug delivery technology they have is of some value, but it is difficult to assess the intrinsic value.
Consumer Products
0 0 0 0 0
0 comments
Accounting is not that trustworthy. The drug delivery technology they have is of some value, but it is difficult to assess the intrinsic value.
Consumer Products
0 0 0 0 0
0 comments
George Loughery

Vice Presi, Seamark Asset Manage...

Price Price
$20.380
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 40 entries
Successfully Saved Company
Successfully Saved Company