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James Leung

James Leung

Assistant Vice President of Investments at MacKenzie Financial

Member since: Nov '05 · 66 Opinions

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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by James Leung

TOP PICK

Medical Facilities Corp.(DR-T)

Jun 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%.
James LeungJames Leung
Owned
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$9.200

Stock price when the opinion was issued

other services
TOP PICK

KCP Income Fund(KCP.UN-T)

Jun 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%.
James LeungJames Leung
Owned
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$9.850

Stock price when the opinion was issued

investment companies funds
TOP PICK

Sleep Country Canada(Z.UN-T)

Jun 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.
James LeungJames Leung
Owned
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$23.230

Stock price when the opinion was issued

specialty stores
PAST TOP PICK

Livingston Int'l Income Fund(LIV.UN-T)

Jun 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%.
James LeungJames Leung
Owned
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$25.990

Stock price when the opinion was issued

investment companies funds
PAST TOP PICK

Chemtrade Logistics Income Fund(CHE.UN-T)

Jun 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.
James LeungJames Leung
Owned
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$10.280

Stock price when the opinion was issued

chemicals
DON'T BUY

Boston Pizza Royalties(BPF.UN-T)

Jun 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.
James LeungJames Leung
Owned
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$17.500

Stock price when the opinion was issued

investment companies funds
DON'T BUY

Cineplex Inc(CGX-T)

Jun 30, 2006
Largest theatre chain in Canada. Have some concerns on the overall health of the entertainment/theatre industry.
James LeungJames Leung
No
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$13.530

Stock price when the opinion was issued

other services
BUY

Crescent Point Energy Corp(CPG-T)

Jun 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.
James LeungJames Leung
Owned
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$21.830

Stock price when the opinion was issued

oil gas
BUY

Cathedral Energy Services(CET-T)

Jun 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%.
James LeungJames Leung
Owned
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$10.820

Stock price when the opinion was issued

oil gas field services
COMMENT

Lakeport Brewing Income Fund(TFR.UN-T)

Jun 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.
James LeungJames Leung
No
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$16.100

Stock price when the opinion was issued

breweries beverages
DON'T BUY

Pollard Banknote Ltd(PBL-T)

Jun 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.
James LeungJames Leung
No
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$10.050

Stock price when the opinion was issued

INDUSTRIAL PRODUCTS
BUY

Great Lakes Carbon Income Fund(GLC.UN-T)

Jun 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.
James LeungJames Leung
Owned
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$9.600

Stock price when the opinion was issued

investment companies funds
BUY

Yellow Pages Limited(Y-T)

Jun 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.
James LeungJames Leung
Owned
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$16.100

Stock price when the opinion was issued

communications media
BUY

Extendicare Inc(EXE-T)

Jun 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.
James LeungJames Leung
Unknown
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$25.150

Stock price when the opinion was issued

other services
BUY

Progress Energy Resources Corp(PRQ-T)

Jun 30, 2006
Very high quality assets. 75% natural gas. Have had some recent drilling success. Have hedged a lot of their natural gas exposure.
James LeungJames Leung
Owned
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$16.300

Stock price when the opinion was issued

oil gas
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