Stock Opinions by Bruce Hartman - Stockchase Experts
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Bruce Hartman @

On Stockchase since : May 2005

Portfolio Manager at Blackmont Capital

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Bruce Hartman Latest Top Picks...

Stock Opinions by Bruce Hartman - Stockchase Experts

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TOP PICK
Bell Aliant(BA-T) 

July 14, 2006

A great conservative, stable way to participate in the telephone industry. Yields about 8%. Conservative payout ratio of about 90%. Possible increased distributions in the next year or so because of surplus cash flow. Have some interesting acquisition opportunities.
Utilities
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A great conservative, stable way to participate in the telephone industry. Yields about 8%. Conservative payout ratio of about 90%. Possible increased distributions in the next year or so because of surplus cash flow. Have some interesting acquisition opportunities.
Utilities
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$34.050
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Apr 28/06. No change.) A great business model. Should continue to do well.
Transportation
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(A Top Pick Apr 28/06. No change.) A great business model. Should continue to do well.
Transportation
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$10.950
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Apr 28/06. Down 7%.) A good yield play. Has the potential to make acquisitions from their US parent that would be accretive with possible distribution increases.
oil/gas
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(A Top Pick Apr 28/06. Down 7%.) A good yield play. Has the potential to make acquisitions from their US parent that would be accretive with possible distribution increases.
oil/gas
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$12.300
Owned Owned
Yes

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DON'T BUY
Announced they were selling their aluminum division which is a positive step. Still feels they are involved in too many business lines.
wholesale distributors
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Announced they were selling their aluminum division which is a positive step. Still feels they are involved in too many business lines.
wholesale distributors
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$10.920
Owned Owned
No

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DON'T BUY
Ideal business trust has stability, lack of competition and a payout ratio below 100%. This one exhibits none of those characteristics. Their market is highly dependent on construction/contractors, so any slowdown in housing will hurt. Payout ratio is well over 100%. 18% yield indicates a possible cut.
misc industrial products
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Ideal business trust has stability, lack of competition and a payout ratio below 100%. This one exhibits none of those characteristics. Their market is highly dependent on construction/contractors, so any slowdown in housing will hurt. Payout ratio is well over 100%. 18% yield indicates a possible cut.
misc industrial products
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$7.000
Owned Owned
No

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DON'T BUY
Merging with Sequoia Oil & Gas Trust and will be known as Evergreen Energy Trust. It looked like a good deal at the beginning but terms have been changed because of production problems. That is disquieting.
oil/gas
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Merging with Sequoia Oil & Gas Trust and will be known as Evergreen Energy Trust. It looked like a good deal at the beginning but terms have been changed because of production problems. That is disquieting.
oil/gas
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$10.740
Owned Owned
No

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DON'T BUY
Merging with Daylight Energy Trust and will be known as Evergreen Energy Trust. It looked like a good deal at the beginning but terms have been changed because of production problems. That is disquieting.
oil/gas
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Merging with Daylight Energy Trust and will be known as Evergreen Energy Trust. It looked like a good deal at the beginning but terms have been changed because of production problems. That is disquieting.
oil/gas
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$13.400
Owned Owned
No

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BUY
Waste Connections(WCN-T) 

July 14, 2006

Payout ratio is reasonable at 85%. Recession resistant business. Management has done a great job in acquiring/expanding landfill sites. Organic growth is good at around 6%. Made a big US acquisition and have integrated it extraordinarily well. Hedged their US currency exposure.
Transportation & Environmental Services
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Payout ratio is reasonable at 85%. Recession resistant business. Management has done a great job in acquiring/expanding landfill sites. Organic growth is good at around 6%. Made a big US acquisition and have integrated it extraordinarily well. Hedged their US currency exposure.
Transportation & Environmental Services
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$27.220
Owned Owned
Yes

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DON'T BUY
Canexus Corp(CUS-T) 

April 28, 2006

Has been hit when a number of pulp/paper mills have been shut down as they have been the supplier of sodium chlorate. Their big advantage is electricity costs. The price of sodium chlorate has remained relatively firm. There is a huge overhang because of the 61% ownership by Nexun.
INDUSTRIAL PRODUCTS
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Has been hit when a number of pulp/paper mills have been shut down as they have been the supplier of sodium chlorate. Their big advantage is electricity costs. The price of sodium chlorate has remained relatively firm. There is a huge overhang because of the 61% ownership by Nexun.
INDUSTRIAL PRODUCTS
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$7.080
Owned Owned
No

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WEAK BUY
Wajax Corp(WJX-T) 

April 28, 2006

Their business is primarily supplying heavy equipment to mining/oil and gas, forestry and construction industry. The Sobey family owns 27% of it. 30% of their tour revenues are earned from servicing equipment they have sold. May be reaching the peak of its earnings potential.
merchandising/lodging
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Their business is primarily supplying heavy equipment to mining/oil and gas, forestry and construction industry. The Sobey family owns 27% of it. 30% of their tour revenues are earned from servicing equipment they have sold. May be reaching the peak of its earnings potential.
merchandising/lodging
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$38.550
Owned Owned
No

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PAST TOP PICK
Mullen Group Ltd(MTL-T) 

April 28, 2006

(A Top Pick Jan 20/06. Up 9.6%.) Still likes it. Have increased distributions.
Transportation
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(A Top Pick Jan 20/06. Up 9.6%.) Still likes it. Have increased distributions.
Transportation
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$34.090
Owned Owned
Yes

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DON'T BUY
Contract for printing lottery tickets for New York State will terminate in June. Hoping to replace it with a contract with Ontario. Have been very creative in developing new lottery type products. Competition is two large US companies so there are political concerns.
INDUSTRIAL PRODUCTS
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Contract for printing lottery tickets for New York State will terminate in June. Hoping to replace it with a contract with Ontario. Have been very creative in developing new lottery type products. Competition is two large US companies so there are political concerns.
INDUSTRIAL PRODUCTS
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$10.000
Owned Owned
No

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TOP PICK
One of the largest midstream gas processors operating in western Canada. The primarily process sour gas and have a real technological advantage in their process. Yields 6.2%. A growth trust.
oil/gas
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One of the largest midstream gas processors operating in western Canada. The primarily process sour gas and have a real technological advantage in their process. Yields 6.2%. A growth trust.
oil/gas
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$12.980
Owned Owned
Yes

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TOP PICK
New trust in March/06. Payout ratio of about 75%. Yield is about 9.2%. Like its business model. They basically have configured fleets to serve specific customers and are dedicated to those customers.
Transportation
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New trust in March/06. Payout ratio of about 75%. Yield is about 9.2%. Like its business model. They basically have configured fleets to serve specific customers and are dedicated to those customers.
Transportation
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$11.130
Owned Owned
Yes

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HOLD
Continues to see the REIT sector is a good growth area. This one represents stable growth. (Management is targeting 5% a year.) Prefers Calloway (CWT.UN-T) which has about the same yield but represents a higher growth rate.
property mngmnt/investment
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Continues to see the REIT sector is a good growth area. This one represents stable growth. (Management is targeting 5% a year.) Prefers Calloway (CWT.UN-T) which has about the same yield but represents a higher growth rate.
property mngmnt/investment
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Bruce Hartman

Portfolio , Blackmont Capital...

Price Price
$23.190
Owned Owned
Yes

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