Stock Opinions by Jim O'Shaughnessy - Stockchase Experts
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43
Jim O'Shaughnessy

On Stockchase since : May 2005

Portfolio Manager at RBC O'Shaughnessy Funds

Reveal Expert Performance

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Jim O'Shaughnessy Latest Top Picks...

Stock Opinions by Jim O'Shaughnessy - Stockchase Experts

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TOP PICK
General Market Comment 

January 23, 2007

Posko - A steel company out of South Korea. Has very reasonable valuation metrics, good earnings quality and really good growth characteristics.
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Posko - A steel company out of South Korea. Has very reasonable valuation metrics, good earnings quality and really good growth characteristics.
Unknown
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Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$0.020
Owned Owned
Yes

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TOP PICK
Delphi Corp.(DPHIQ-OTC) 

January 23, 2007

Doesn't own, but a showing it as a good example of a great growth name. It is in bankruptcy, but looking at the underlying characteristics, it is very compelling. Dirt cheap in terms of what you are paying for every $1 of sales.
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Doesn't own, but a showing it as a good example of a great growth name. It is in bankruptcy, but looking at the underlying characteristics, it is very compelling. Dirt cheap in terms of what you are paying for every $1 of sales.
Unknown
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$0.001
Owned Owned
No

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TOP PICK
General Market Comment 

January 23, 2007

Deutsche Lufthansa (airline) - Underlying factors were very compelling. A very cheap stock with reasonable valuation characteristics and good earnings. Most importantly, investors are buying it. Has great 3, 6 and 12 month price appreciation.
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Deutsche Lufthansa (airline) - Underlying factors were very compelling. A very cheap stock with reasonable valuation characteristics and good earnings. Most importantly, investors are buying it. Has great 3, 6 and 12 month price appreciation.
Unknown
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$0.020
Owned Owned
Yes

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WATCH
Nexen Inc(NXY-T) 

January 23, 2007

Possible takeover target. If you own, wait and see.
oil/gas
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Possible takeover target. If you own, wait and see.
oil/gas
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Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$72.280
Owned Owned
Unknown

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BUY
Exxon Mobil(XOM-N) 

January 23, 2007

Epitome of a market leader that has both high shareholder and high dividend yields. Profitability has remained extraordinarily strong in spite of declining oil prices. Not a growth name, but a conservative, core blue chip holding that has a value profile. Does business in virtually every country, so limited currency risk.
integrated oils
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Epitome of a market leader that has both high shareholder and high dividend yields. Profitability has remained extraordinarily strong in spite of declining oil prices. Not a growth name, but a conservative, core blue chip holding that has a value profile. Does business in virtually every country, so limited currency risk.
integrated oils
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$74.490
Owned Owned
Yes

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PAST TOP PICK
Daimlerchrysler(DDAIF-) 

January 23, 2007

(A Top Pick Feb 2/06. Up 11.6%.) Still likes.
Automotive
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0 comments
(A Top Pick Feb 2/06. Up 11.6%.) Still likes.
Automotive
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$63.530
Owned Owned
Yes

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PAST TOP PICK
Imperial Oil(IMO-T) 

January 23, 2007

(A Top Pick Feb 2/06. Down 5%.)
integrated oils
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0 comments
(A Top Pick Feb 2/06. Down 5%.)
integrated oils
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$40.600
Owned Owned
Unknown

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COMMENT
Barclays Bank PLC(BCS-N) 

January 23, 2007

Will be very attractive when it has a very compelling yield. Have a dominant and Premier position in the world of banking. Focus on when its yield is going high which is a great entry point.
banks
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Will be very attractive when it has a very compelling yield. Have a dominant and Premier position in the world of banking. Focus on when its yield is going high which is a great entry point.
banks
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$59.550
Owned Owned
No

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COMMENT
This is a stock you want to buy when it has a very attractive dividend yield. A market leading blue chip company.
banks
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This is a stock you want to buy when it has a very attractive dividend yield. A market leading blue chip company.
banks
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$0.001
Owned Owned
Yes

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HOLD
CitiGroup(C-N) 

January 23, 2007

Had some troubles in Japan, but he got into this when its underlying numbers were very compelling. Not currently a “Buy”.
insurance
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0 comments
Had some troubles in Japan, but he got into this when its underlying numbers were very compelling. Not currently a “Buy”.
insurance
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$54.490
Owned Owned
Yes

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COMMENT
Caterpillar(CAT-N) 

January 23, 2007

A large-cap value name. Use the dividend yield as the determination as to whether you want to buy it or not.
machinery
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0 comments
A large-cap value name. Use the dividend yield as the determination as to whether you want to buy it or not.
machinery
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$59.560
Owned Owned
Unknown

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HOLD
Has had tremendous performance. Not currently a “Buy”. He bought it because it was a market leading company with a high dividend yield.
lodging
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0 comments
Has had tremendous performance. Not currently a “Buy”. He bought it because it was a market leading company with a high dividend yield.
lodging
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$47.200
Owned Owned
Yes

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COMMENT
BP PLC(BP-N) 

January 23, 2007

Classic example of a monster company that tends to pay an above average dividend yield. Also very attractive when they are doing any buyback activity. Use net buyback activity and dividend yield and if it scores high in large-cap stocks, it's a good time to buy.
integrated oils
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Classic example of a monster company that tends to pay an above average dividend yield. Also very attractive when they are doing any buyback activity. Use net buyback activity and dividend yield and if it scores high in large-cap stocks, it's a good time to buy.
integrated oils
0 0 0 0 0
0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$65.220
Owned Owned
Yes

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COMMENT
Nortel(NT-T) 

January 23, 2007

2 things to watch. Look at its price to cash flow. If it's low, it is in buying territory. 2nd, how has it been doing in price appreciation? Check this out for 3, 6 and 12 month price appreciation and if it is in the top of that category, that's the time to think about buying.
Telecommunications
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2 things to watch. Look at its price to cash flow. If it's low, it is in buying territory. 2nd, how has it been doing in price appreciation? Check this out for 3, 6 and 12 month price appreciation and if it is in the top of that category, that's the time to think about buying.
Telecommunications
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0 comments
Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$30.700
Owned Owned
No

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TOP PICK
Imperial Oil(IMO-T) 

February 2, 2006

Still within his valuation.
integrated oils
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Still within his valuation.
integrated oils
0 0 0 0 0
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Jim O'Shaughnes

Portfolio , RBC O'Shaughnessy Fu...

Price Price
$120.000
Owned Owned
Yes

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