Stock Opinions by Chris Fernyc - Stockchase Experts
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21
Chris Fernyc @

On Stockchase since : Apr 2005

Portfolio Manager at Bissett Investment

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Chris Fernyc Latest Top Picks...

Stock Opinions by Chris Fernyc - Stockchase Experts

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BUY
CML Healthcare(CLC-T) 

April 25, 2005

Not concerned with the management change. A very stable business model. Very profitable.
other services
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0 comments
Not concerned with the management change. A very stable business model. Very profitable.
other services
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0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$13.000
Owned Owned
Yes

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WAIT
A very interesting product. Market demand and feedback seems to be very positive. His big concern would be with valuation and validation of the business model. A little bit unsure as to where it's trading compared to what it's intrinsically worth. Would like to see 1/2 more quarters to see if the trend is truly stable.
oil/gas field services
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0 comments
A very interesting product. Market demand and feedback seems to be very positive. His big concern would be with valuation and validation of the business model. A little bit unsure as to where it's trading compared to what it's intrinsically worth. Would like to see 1/2 more quarters to see if the trend is truly stable.
oil/gas field services
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$2.230
Owned Owned
No

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DON'T BUY
Zarlink(ZL-T) 

April 25, 2005

Have got themselves in to a real pickle.Their sector has really had a very tough slog. Have been unprofitable. Has always been the could be, would be, should be down the road companies.
Telecommunications
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0 comments
Have got themselves in to a real pickle.Their sector has really had a very tough slog. Have been unprofitable. Has always been the could be, would be, should be down the road companies.
Telecommunications
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0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$1.620
Owned Owned
No

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BUY
Pulse Seismic(PSD-T) 

April 25, 2005

A unique business model. They acquire seismic data and then licenses it back to exploration companies. Their library of data is pretty much 100% margin business. Now a trend for companies to go for more 3 dimensional seismic so they are having to invest in the new material. Still to be proven that their 3D library will have staying power.
oil/gas
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0 comments
A unique business model. They acquire seismic data and then licenses it back to exploration companies. Their library of data is pretty much 100% margin business. Now a trend for companies to go for more 3 dimensional seismic so they are having to invest in the new material. Still to be proven that their 3D library will have staying power.
oil/gas
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$1.920
Owned Owned
Yes

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TOP PICK
Over the last few years has tended to grow a very good market share of the fruit bar business. Long track record of profitability. Vary stable. Debt free with nearly $1 a share in cash. Imports some of their base products from the US, so a stronger Cdn$ is helpful. Presumes they will be consolidated by a larger company.
food processing
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0 comments
Over the last few years has tended to grow a very good market share of the fruit bar business. Long track record of profitability. Vary stable. Debt free with nearly $1 a share in cash. Imports some of their base products from the US, so a stronger Cdn$ is helpful. Presumes they will be consolidated by a larger company.
food processing
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0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$11.200
Owned Owned
Yes

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DON'T BUY
Recent quarterly results showed they generated on an annualized basis about $1 million pre-tax which gives an extreme multiple of 4 X the market multiple. In electronics and selling in the niche markets with a high infrastucture cost base.
Mining
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0 comments
Recent quarterly results showed they generated on an annualized basis about $1 million pre-tax which gives an extreme multiple of 4 X the market multiple. In electronics and selling in the niche markets with a high infrastucture cost base.
Mining
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$0.210
Owned Owned
No

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DON'T BUY
Ultimately in the long term full cycle, the only winners are companies that have low cost production. This company restarted some moth balled mines that weren't low cost, but are profitable currently due to the extreme spike in metalurgical coal prices. Not a long term investment.
other mines
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0 comments
Ultimately in the long term full cycle, the only winners are companies that have low cost production. This company restarted some moth balled mines that weren't low cost, but are profitable currently due to the extreme spike in metalurgical coal prices. Not a long term investment.
other mines
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$10.200
Owned Owned
No

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TOP PICK
A technology/drilling company. They only have a fleet of about 20 drilling rigs, they are the #1 driller in terms of the number of meters drilled and in the top 5 in terms of total due to their technology. They have a quicker, lower cost solution for coal bed methane and shallow gas drilling. Growing their fleet out by about 50% per annum.
oil/gas field services
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0 comments
A technology/drilling company. They only have a fleet of about 20 drilling rigs, they are the #1 driller in terms of the number of meters drilled and in the top 5 in terms of total due to their technology. They have a quicker, lower cost solution for coal bed methane and shallow gas drilling. Growing their fleet out by about 50% per annum.
oil/gas field services
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$17.800
Owned Owned
Yes

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WAIT
CSI Wireless(CSY-T) 

April 25, 2005

Have just done a big acquisition and want to see how this will affect their earnings over the coming quarters. Profitable. Very solid growth profile.
misc industrial products
0 0 0 0 0
0 comments
Have just done a big acquisition and want to see how this will affect their earnings over the coming quarters. Profitable. Very solid growth profile.
misc industrial products
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$3.650
Owned Owned
No

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DON'T BUY
Works in the LED products. Not making a whole lot of money. Has a market capitalization that is quite substantial. Put out a lot of press releases about pretty small contracts. Price is fairly lofty and fairly rich.
transportation equip & components
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0 comments
Works in the LED products. Not making a whole lot of money. Has a market capitalization that is quite substantial. Put out a lot of press releases about pretty small contracts. Price is fairly lofty and fairly rich.
transportation equip & components
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$2.620
Owned Owned
No

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TOP PICK
Part pharmaceutical and part drug development. Very profitable. Strong balance sheet and lots of cash flow. Generates about US$1.50 free cash flow every year. In a very stable gastro-intestinal market. They're also in-licence some drugs which gives them some pretty good upside. Trading at about US$14 with $1 a share free cash on the balance sheet.
biotechnology/pharmaceutical
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0 comments
Part pharmaceutical and part drug development. Very profitable. Strong balance sheet and lots of cash flow. Generates about US$1.50 free cash flow every year. In a very stable gastro-intestinal market. They're also in-licence some drugs which gives them some pretty good upside. Trading at about US$14 with $1 a share free cash on the balance sheet.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$18.600
Owned Owned
Yes

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BUY
Likes both Calfrac (CFW-T) and Trican (TCW-T). The pressure pumping business and the oil services industry is tremendously profitable. There's only about 4/5 players. It's very rational and necessary.
oil/gas field services
0 0 0 0 0
0 comments
Likes both Calfrac (CFW-T) and Trican (TCW-T). The pressure pumping business and the oil services industry is tremendously profitable. There's only about 4/5 players. It's very rational and necessary.
oil/gas field services
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$31.250
Owned Owned
Yes

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BUY
Likes both Calfrac (CFW-T) and Trican (TCW-T). The pressure pumping business and the oil services industry is tremendously profitable. There's only about 4/5 players. It's very rational and necessary.
oil/gas field services
0 0 0 0 0
0 comments
Likes both Calfrac (CFW-T) and Trican (TCW-T). The pressure pumping business and the oil services industry is tremendously profitable. There's only about 4/5 players. It's very rational and necessary.
oil/gas field services
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$73.850
Owned Owned
No

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WEAK BUY
A very interesting company given how specialized their equipment is. The biggest problem he has is that it's an unproven business model. Did 2/3 acquisitions in the last 12 months. They were private companies, so can't get financial information on them.
consulting
0 0 0 0 0
0 comments
A very interesting company given how specialized their equipment is. The biggest problem he has is that it's an unproven business model. Did 2/3 acquisitions in the last 12 months. They were private companies, so can't get financial information on them.
consulting
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$4.680
Owned Owned
No

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TOP PICK
Thinks there's very solid upside over the next year and a half. If there's going to be media consolidation, this is an obvious target. Have 3 main assets, a 51% interest in a film distribution trust, a whole suite of specialty broadcast channels in Canada and 50% owners of the CSI TV series.
Broadcasting
0 0 0 0 0
0 comments
Thinks there's very solid upside over the next year and a half. If there's going to be media consolidation, this is an obvious target. Have 3 main assets, a 51% interest in a film distribution trust, a whole suite of specialty broadcast channels in Canada and 50% owners of the CSI TV series.
Broadcasting
0 0 0 0 0
0 comments
Chris Fernyc

Portfolio , Bissett Investment...

Price Price
$30.600
Owned Owned
Yes

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