Stock Opinions by James Leung - Stockchase Experts

Signal	Opinion	Expert	Chart
TOP PICK	Medical Facilities Corp.(DR-T) June 30, 2006 (A Top Pick Jan 27/06. Down 24%.) Was hurt quite a lot because of the perception that currency exposure would hurt. Valuations are compelling. Probably one of the best operators in the specialty hospital business. Cash flow is very secure and their currency hedge protects this until 2008. Payout ratio is 85%. other services 0 0 0 0 0 0 comments	(A Top Pick Jan 27/06. Down 24%.) Was hurt quite a lot because of the perception that currency exposure would hurt. Valuations are compelling. Probably one of the best operators in the specialty hospital business. Cash flow is very secure and their currency hedge protects this until 2008. Payout ratio is 85%. other services 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $9.200 Owned Yes	Sign up or Log in to enjoy full view of charts.

TOP PICK	KCP Income Fund(KCP.UN-T) June 30, 2006 Bleach manufacturer. Once Clorox hedges come off they will be able to raise their prices. Recently diversified into the consumer health sector by becoming a contract manufacturer for Johnson & Johnson (JNJ-N), Pfizer (PFE-N), etc. Distribution of 10.6%. investment companies/funds 0 0 0 0 0 0 comments	Bleach manufacturer. Once Clorox hedges come off they will be able to raise their prices. Recently diversified into the consumer health sector by becoming a contract manufacturer for Johnson & Johnson (JNJ-N), Pfizer (PFE-N), etc. Distribution of 10.6%. investment companies/funds 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $9.850 Owned Yes	Sign up or Log in to enjoy full view of charts.
TOP PICK	Sleep Country Canada(Z.UN-T) June 30, 2006 Mattresses are big-ticket items. A recession resistant type of business. Management always under promises and over delivers on their financial results. Payout ratio has decreased since their IPO to about 75%. Will probably expense some costs because of their Quebec acquisition. specialty stores 0 0 0 0 0 0 comments	Mattresses are big-ticket items. A recession resistant type of business. Management always under promises and over delivers on their financial results. Payout ratio has decreased since their IPO to about 75%. Will probably expense some costs because of their Quebec acquisition. specialty stores 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $23.230 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Livingston Int'l Income Fund(LIV.UN-T) June 30, 2006 (A Top Pick Jan 27/06. Up 2.5%.) Expect the synergies from their last year’s acquisition will come through in the next 6 months. Payout ratio is very comfortable at 85%. investment companies/funds 0 0 0 0 0 0 comments	(A Top Pick Jan 27/06. Up 2.5%.) Expect the synergies from their last year’s acquisition will come through in the next 6 months. Payout ratio is very comfortable at 85%. investment companies/funds 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $25.990 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Chemtrade Logisitics Inc.(CHE.UN-T) June 30, 2006 (A Top Pick Jan 27/06. Down 13%.) Hurricane hit one of their plants last year so they had to undergo some downtime and raw material costs have gone up. Believes these issues are temporary. 14% yield is pricing in any risk factor. investment companies/funds 0 0 0 0 0 0 comments	(A Top Pick Jan 27/06. Down 13%.) Hurricane hit one of their plants last year so they had to undergo some downtime and raw material costs have gone up. Believes these issues are temporary. 14% yield is pricing in any risk factor. investment companies/funds 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $10.280 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Boston Pizza Royalties(BPF.UN-T) June 30, 2006 7% yield which is considered quite low. Same store sales growth has been spectacular. Has not been lower than 6% in the last 10 years. One of the problems he has is the expectation of the price. Holds only a small weighting. If you have a diversified portfolio, it is probably OK. investment companies/funds 0 0 0 0 0 0 comments	7% yield which is considered quite low. Same store sales growth has been spectacular. Has not been lower than 6% in the last 10 years. One of the problems he has is the expectation of the price. Holds only a small weighting. If you have a diversified portfolio, it is probably OK. investment companies/funds 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $17.500 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Cineplex Inc(CGX-T) June 30, 2006 Largest theatre chain in Canada. Have some concerns on the overall health of the entertainment/theatre industry. other services 0 0 0 0 0 0 comments	Largest theatre chain in Canada. Have some concerns on the overall health of the entertainment/theatre industry. other services 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $13.530 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Crescent Point Energy Corp(CPG-T) June 30, 2006 Weighted a little bit more are on the gassy side. Continuing to make acquisitions, so the percentage will change. Payout ratio is very comfortable so shouldn't be affected too much by changes in gas prices. oil/gas 0 0 0 0 0 0 comments	Weighted a little bit more are on the gassy side. Continuing to make acquisitions, so the percentage will change. Payout ratio is very comfortable so shouldn't be affected too much by changes in gas prices. oil/gas 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $21.830 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Cathedral Energy Services(CET-T) June 30, 2006 Provide rentals of drilling related equipment, mainly hardware and software. These services are in high demand. High ROE of about 23% for the past five years. No debt. Low payout ratio of about 50%. oil/gas field services 0 0 0 0 0 0 comments	Provide rentals of drilling related equipment, mainly hardware and software. These services are in high demand. High ROE of about 23% for the past five years. No debt. Low payout ratio of about 50%. oil/gas field services 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $10.820 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Lakeport Brewing Income Fund(TFR.UN-T) June 30, 2006 Low priced beer. Likes the management. If the big brewers become active, there is a competition risk and they would have to adjust accordingly. Sold his holdings when the valuation went up. breweries/beverages 0 0 0 0 0 0 comments	Low priced beer. Likes the management. If the big brewers become active, there is a competition risk and they would have to adjust accordingly. Sold his holdings when the valuation went up. breweries/beverages 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $16.100 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Pollard Banknote Ltd(PBL-T) June 30, 2006 1 of 3 lottery ticket providers in Ontario. Downgraded to a secondary provider on a contract with the state of New York. Until they have some clarity as to what they can do to replace the loss of revenues, he would stay clear. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	1 of 3 lottery ticket providers in Ontario. Downgraded to a secondary provider on a contract with the state of New York. Until they have some clarity as to what they can do to replace the loss of revenues, he would stay clear. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $10.050 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Great Lakes Carbon Income Fund(GLC.UN-T) June 30, 2006 World's largest producer of calcined petroleum coke. Managed to earn a comfortable margin in 2005. In 2006, the volumes are off a little bit but they also have very strong commodity prices. Have a currency hedge in place for a couple of more years. investment companies/funds 0 0 0 0 0 0 comments	World's largest producer of calcined petroleum coke. Managed to earn a comfortable margin in 2005. In 2006, the volumes are off a little bit but they also have very strong commodity prices. Have a currency hedge in place for a couple of more years. investment companies/funds 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $9.600 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Yellow Media Inc(Y-T) June 30, 2006 One of the premier income trusts. Yield is about 6.5/7%. Valuation is still very fair. Working on some good activities for their clients. communications/media 0 0 0 0 0 0 comments	One of the premier income trusts. Yield is about 6.5/7%. Valuation is still very fair. Working on some good activities for their clients. communications/media 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $16.100 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Extendicare Inc(EXE-T) June 30, 2006 A major nursing home operator in North America. 80% of the earnings come from the US. Converting to in income trust which could result in a $28/29 price. Have one of the best franchises in the business. Occupancy rates are very good. Margins are high. other services 0 0 0 0 0 0 comments	A major nursing home operator in North America. 80% of the earnings come from the US. Converting to in income trust which could result in a $28/29 price. Have one of the best franchises in the business. Occupancy rates are very good. Margins are high. other services 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $25.150 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Progress Energy Resources Corp(PRQ-T) June 30, 2006 Very high quality assets. 75% natural gas. Have had some recent drilling success. Have hedged a lot of their natural gas exposure. oil/gas 0 0 0 0 0 0 comments	Very high quality assets. 75% natural gas. Have had some recent drilling success. Have hedged a lot of their natural gas exposure. oil/gas 0 0 0 0 0 0 comments James Leung Assistant , MacKenzie Financial... Price $16.300 Owned Yes	Sign up or Log in to enjoy full view of charts.

James Leung Latest Top Picks...

Stock Opinions by James Leung - Stockchase Experts