Stock Opinions by Peter Gibson - Stockchase Experts
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Peter Gibson

On Stockchase since : May 2005

Vice Chairman at Desjardins Securities

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Stock Opinions by Peter Gibson - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
Thinks oil is likely to rebound to the $70 level in the next few months.
oil/gas
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Thinks oil is likely to rebound to the $70 level in the next few months.
oil/gas
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0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$53.510
Owned Owned
Unknown

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BUY
BCE Inc.(BCE-T) 

April 3, 2009

This is a stock that he thinks could rally by 20%. Very good value scores in the proprietary work that he does. Good yield of about 6%. Payout ratio is acceptable. Relatively low risk.
telephone utilities
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This is a stock that he thinks could rally by 20%. Very good value scores in the proprietary work that he does. Good yield of about 6%. Payout ratio is acceptable. Relatively low risk.
telephone utilities
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0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$25.800
Owned Owned
Unknown

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COMMENT
Barrick Gold(ABX-T) 

April 3, 2009

Very positive on gold. Longer term he expects it to get to the $1300 level. Largest gold reserves in the industry. Prefers Eldorado (ELD-T), which is more of a pure gold play.
precious metals
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Very positive on gold. Longer term he expects it to get to the $1300 level. Largest gold reserves in the industry. Prefers Eldorado (ELD-T), which is more of a pure gold play.
precious metals
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Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$37.310
Owned Owned
Unknown

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BUY
BlackBerry(BB-T) 

April 3, 2009

Has a very high level of profitability. Operating characteristics, margins/asset turnover are fantastic.
electrical/electronic
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Has a very high level of profitability. Operating characteristics, margins/asset turnover are fantastic.
electrical/electronic
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0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$72.800
Owned Owned
Unknown

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DON'T BUY
Bank of Montreal(BMO-T) 

April 3, 2009

Canadian banks have held up way better than the global banking system. The median yield in the banking sector is about 7%, which is normally very attractive but never by a company where the yield is high but profitability is falling quickly. The banks profit declines are very strong.
banks
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Canadian banks have held up way better than the global banking system. The median yield in the banking sector is about 7%, which is normally very attractive but never by a company where the yield is high but profitability is falling quickly. The banks profit declines are very strong.
banks
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Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$34.920
Owned Owned
Unknown

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HOLD
Nexen Inc(NXY-T) 

April 3, 2009

Has quite a rapid ROE decline at this stage. Wouldn't be his first choice.
oil/gas
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0 comments
Has quite a rapid ROE decline at this stage. Wouldn't be his first choice.
oil/gas
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$23.400
Owned Owned
Unknown

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DON'T BUY
TransCanada Corp(TRP-T) 

April 3, 2009

ROE level is all right but the rate of profit decline is at a level that implies further weakness. It is negative enough to imply negative earnings surprises are still likely. Attractive yield of around 5%.
oil/gas pipelines
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0 comments
ROE level is all right but the rate of profit decline is at a level that implies further weakness. It is negative enough to imply negative earnings surprises are still likely. Attractive yield of around 5%.
oil/gas pipelines
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0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$30.180
Owned Owned
No

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DON'T BUY
In the last few months, profitability has stabilized. Operating characteristics are also improving a little bit but doesn't think it is out of the woods entirely yet. Still too early.
food stores
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0 comments
In the last few months, profitability has stabilized. Operating characteristics are also improving a little bit but doesn't think it is out of the woods entirely yet. Still too early.
food stores
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0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$30.900
Owned Owned
No

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TOP PICK
Switched out of Agriun (AGU-T), which he still likes but thought this would perform better. World's largest fertilizer company and low cost producer. ROE growth is the 3rd fastest in the TSX in the companies he looks at.
integrated mines
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Switched out of Agriun (AGU-T), which he still likes but thought this would perform better. World's largest fertilizer company and low cost producer. ROE growth is the 3rd fastest in the TSX in the companies he looks at.
integrated mines
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$105.090
Owned Owned
Yes

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TOP PICK
Imperial Oil(IMO-T) 

April 3, 2009

Typically when you come to the end of these panics stimulus takes place. Oil comes off from very low levels and recovers nicely. This one has ROE levels of 43%.
integrated oils
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0 comments
Typically when you come to the end of these panics stimulus takes place. Oil comes off from very low levels and recovers nicely. This one has ROE levels of 43%.
integrated oils
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$47.200
Owned Owned
Yes

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TOP PICK
TMX Group(X-T) 

April 3, 2009

Has cash, derivatives, facilitation in equity markets, fixed incomes, energy markets, excellent characteristics and higher ROE levels. Good growth rate. Still has lots of room to run.
other services
0 0 0 0 0
0 comments
Has cash, derivatives, facilitation in equity markets, fixed incomes, energy markets, excellent characteristics and higher ROE levels. Good growth rate. Still has lots of room to run.
other services
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$37.400
Owned Owned
Yes

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BUY
A pure oil sands play. ROE decline is there which bothers him but the yield curve is good in terms of payout ratio and debt cash flow coverage.
oil/gas
0 0 0 0 0
0 comments
A pure oil sands play. ROE decline is there which bothers him but the yield curve is good in terms of payout ratio and debt cash flow coverage.
oil/gas
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$26.820
Owned Owned
Unknown

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DON'T BUY
Transalta Corp(TA-T) 

February 4, 2009

Yield of about 5%. Return On Equity is falling rapidly. Also wants a reasonable debt to cash flow of below 3X or 2.5X. Theirs is 3.6X.
electrical/electronic
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0 comments
Yield of about 5%. Return On Equity is falling rapidly. Also wants a reasonable debt to cash flow of below 3X or 2.5X. Theirs is 3.6X.
electrical/electronic
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$22.530
Owned Owned
No

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COMMENT
Bombardier Inc (B)(BBD.B-T) 

February 4, 2009

Likes the company and even liked the stock when it was around $7. There is a lot of market apprehension about infrastructure, business jets in particular. Very high level of ROE and very strong profit growth. Valuation looks good. It won't go anywhere until corporate spreads narrow in and some of the risk aversion goes away.
transportation equip & components
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0 comments
Likes the company and even liked the stock when it was around $7. There is a lot of market apprehension about infrastructure, business jets in particular. Very high level of ROE and very strong profit growth. Valuation looks good. It won't go anywhere until corporate spreads narrow in and some of the risk aversion goes away.
transportation equip & components
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$3.720
Owned Owned
No

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DON'T BUY
Toronto Dominion(TD-T) 

February 4, 2009

Almost across the board, there is a collapsing profitability in Canadian banks. He has been nervous about this area for quite some time. Except for CIBC (CM-T) ROE seems to be falling quite rapidly.
banks
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0 comments
Almost across the board, there is a collapsing profitability in Canadian banks. He has been nervous about this area for quite some time. Except for CIBC (CM-T) ROE seems to be falling quite rapidly.
banks
0 0 0 0 0
0 comments
Peter Gibson

Vice Chair, Desjardins Securitie...

Price Price
$38.740
Owned Owned
No

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