Stock Opinions by Dan Bastasic - Stockchase Experts
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Dan Bastasic

On Stockchase since : May 2005

Vice President of Investments at MacKenzie Financial

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Dan Bastasic Latest Top Picks...

Stock Opinions by Dan Bastasic - Stockchase Experts

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BUY
Yellow Media Inc(Y-T) 

August 5, 2005

A perfect trust. It has over 95% of the ad market in Canada, over 90% renew their subscriptions. Recently acquired SuperPages which increased their dominance. Have had a good run in the last little while. Still an attractive play. Have some efficiencies they can capitalize on with their latest acquiaition.
communications/media
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A perfect trust. It has over 95% of the ad market in Canada, over 90% renew their subscriptions. Recently acquired SuperPages which increased their dominance. Have had a good run in the last little while. Still an attractive play. Have some efficiencies they can capitalize on with their latest acquiaition.
communications/media
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$15.710
Owned Owned
Yes

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STRONG BUY
Inter Pipeline(IPL-T) 

August 5, 2005

Payout ratio is between 80% and 85%. Yield is 7.1/7.15%. Very well diversified and stable cash flow producing company. 2 sides to their business. 1) Crude oil pipeline and gathering system which they have some flexibility in increasing tolls on. 2) Recently acquired a natural gas liquids extraction plant of which 80% is take or pay contracts. Expects distribution increases going forward.
oil pipelines
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Payout ratio is between 80% and 85%. Yield is 7.1/7.15%. Very well diversified and stable cash flow producing company. 2 sides to their business. 1) Crude oil pipeline and gathering system which they have some flexibility in increasing tolls on. 2) Recently acquired a natural gas liquids extraction plant of which 80% is take or pay contracts. Expects distribution increases going forward.
oil pipelines
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Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$10.740
Owned Owned
Yes

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WAIT
The Brick Ltd(BRK-T) 

August 5, 2005

Has about 70% market share in Canada. In a highly fragemented, very competitive furniture industry. Poor results last quarter because of margins being squeezed. Launching a mattress brand and the market is concerned on how they'll do relative to Sleep Country (Z.UN-T). Wait for the 2nd quarter results.
merchandising/lodging
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Has about 70% market share in Canada. In a highly fragemented, very competitive furniture industry. Poor results last quarter because of margins being squeezed. Launching a mattress brand and the market is concerned on how they'll do relative to Sleep Country (Z.UN-T). Wait for the 2nd quarter results.
merchandising/lodging
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$10.100
Owned Owned
Unknown

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DON'T BUY
A Canadian REIT that exclusively invests in US property. Has 37. Well diversified in 13 states. Has $51 million preferred equity interest in a Bank of America building in San Francisco. Has done a good job of increasing distributions. Have had a bit of a run up over the last month and it's now fairly valued.
investment companies/funds
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A Canadian REIT that exclusively invests in US property. Has 37. Well diversified in 13 states. Has $51 million preferred equity interest in a Bank of America building in San Francisco. Has done a good job of increasing distributions. Have had a bit of a run up over the last month and it's now fairly valued.
investment companies/funds
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Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$12.100
Owned Owned
Yes

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BUY
CML Healthcare(CLC-T) 

August 5, 2005

A medical imaging company. Has a very stable component which is the laboratory business. The growth side is their MRI imaging.
other services
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A medical imaging company. Has a very stable component which is the laboratory business. The growth side is their MRI imaging.
other services
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Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$13.880
Owned Owned
Yes

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DON'T BUY
A classic case of elastic demand. In the last quarter or so, their costs have increased, and were unable to pass the costs on through higher prices. Had a dramatic hit to their sales numbers.
investment companies/funds
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0 comments
A classic case of elastic demand. In the last quarter or so, their costs have increased, and were unable to pass the costs on through higher prices. Had a dramatic hit to their sales numbers.
investment companies/funds
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$15.110
Owned Owned
Unknown

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TOP PICK
(A Top Pick May 27/05. No change.) A very attractively valued trust. Excellent growth opportunities. Yield about 7.5%. Excellent management. Conservative payout ratios.
property mngmnt/investment
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(A Top Pick May 27/05. No change.) A very attractively valued trust. Excellent growth opportunities. Yield about 7.5%. Excellent management. Conservative payout ratios.
property mngmnt/investment
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$14.890
Owned Owned
Yes

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PAST TOP PICK
Altagas Ltd(ALA-T) 

August 5, 2005

(A Top Pick May 27/05. Up 8%.) Still likes. Represents good value anywhere between $24 and $26, so it's fairly valued at this point.
oil/gas
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0 comments
(A Top Pick May 27/05. Up 8%.) Still likes. Represents good value anywhere between $24 and $26, so it's fairly valued at this point.
oil/gas
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$27.200
Owned Owned
Yes

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TOP PICK
(A Top Pick May 27/05. Up 5%.) Very good value.
investment companies/funds
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0 comments
(A Top Pick May 27/05. Up 5%.) Very good value.
investment companies/funds
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$10.800
Owned Owned
Yes

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BUY
Arc Resources Ltd(ARX-T) 

August 5, 2005

In terms of risk/reward, this is one of the best royalty trusts. Well diversified. Conservative payout policy. Well run. Will be affected by any decrease in oil prices. Many of these trusts are pricing in $50/55 oil.
oil/gas
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0 comments
In terms of risk/reward, this is one of the best royalty trusts. Well diversified. Conservative payout policy. Well run. Will be affected by any decrease in oil prices. Many of these trusts are pricing in $50/55 oil.
oil/gas
0 0 0 0 0
0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$23.080
Owned Owned
Unknown

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BUY
Feels they've cleaned up their act. Their accounting numbers are much better than they were in 2003. Most of the fees that were involved in their restructuring will go away this year which will improve cash flows. The warehouse sector in the US is improving. Probably undervalued at these levels.
investment companies/funds
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0 comments
Feels they've cleaned up their act. Their accounting numbers are much better than they were in 2003. Most of the fees that were involved in their restructuring will go away this year which will improve cash flows. The warehouse sector in the US is improving. Probably undervalued at these levels.
investment companies/funds
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$5.730
Owned Owned
No

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BUY
Parkland Fuel Corp(PKI-T) 

August 5, 2005

A private, independent operator of gas stations. Higher crude oil has affected their margins as there's a lag between the time crude oil goes up and the time when they can pass on the increases. The opposite is also true. There's an opportunity for good value at these levels.
merchandising/lodging
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A private, independent operator of gas stations. Higher crude oil has affected their margins as there's a lag between the time crude oil goes up and the time when they can pass on the increases. The opposite is also true. There's an opportunity for good value at these levels.
merchandising/lodging
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$19.520
Owned Owned
Unknown

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TOP PICK
Veresen Inc(VSN-T) 

August 5, 2005

Excellent in terms of diversification. Very stable. Good payout ratios. Likes the valuation at these levels.
pipelines
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0 comments
Excellent in terms of diversification. Very stable. Good payout ratios. Likes the valuation at these levels.
pipelines
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$14.070
Owned Owned
Yes

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BUY
65% payout ratio. Have diversified in the last couple of years through acquisitions and so should experience quite a bit of growth going forward. Free cash flow in relation to free cash distributions is close to 90% and is lower than what he would like to see but should be able to grow into it with their new acquisitions.
wholesale distributors
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65% payout ratio. Have diversified in the last couple of years through acquisitions and so should experience quite a bit of growth going forward. Free cash flow in relation to free cash distributions is close to 90% and is lower than what he would like to see but should be able to grow into it with their new acquisitions.
wholesale distributors
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0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$30.640
Owned Owned
Yes

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DON'T BUY
In long term care facilities. Demographics show that age 70 plus are growing at 2 X the general population. Since 2001, they have had steady declines in occupancy rates. Payout ratio is very aggressive. A lot of risk in this name.
property mngmnt/investment
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In long term care facilities. Demographics show that age 70 plus are growing at 2 X the general population. Since 2001, they have had steady declines in occupancy rates. Payout ratio is very aggressive. A lot of risk in this name.
property mngmnt/investment
0 0 0 0 0
0 comments
Dan Bastasic

Vice Presi, MacKenzie Financial...

Price Price
$9.120
Owned Owned
No

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