Opinions by Chyanne Fickes | StockChase
327
Chyanne Fickes

Vice President of Investments

ON STOCKCHASE SINCE Jul 2006

Stone Funds


Opinions by Chyanne Fickes


Signal Opinion Expert Chart

2013-02-25

N/A
A Comment -- General Comments From an Expert 

Markets.  Italy is very concerning.  Don’t know who will be running the show.  It puts the Euro in a new light.  This election has really put Italy back in the forefront.  The fourth largest debtor in the world.  The impact on the economy will not be as much as the payroll tax will be.  Italy could be the trigger for a correction, or it could be upcoming earnings for first quarter.  Focusing on technology and healthcare stocks but keeping cash on the side.

Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $0.020
Owned: _N/A

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2013-02-25

PAST TOP PICK
Apple (AAPL-Q)

(Top Pick Jul 6/12, Down 24.44% Total Return) Incredible value.  It is so cheap.  But earnings could be problematic over the next couple of quarters.  She has been selling at higher prices.

electrical/electronic
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $442.800
Owned: Yes

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2013-02-25

BUY
Abbott Labs (ABT-N)

She sold ABv.  But ABT-N has a very good basic business.  Doesn’t understand why they don’t pay more dividend (1.6%) and thinks they may increase it soon. 

biotechnology/pharmaceutical
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $34.270
Owned: Yes

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2013-02-25

TOP PICK
Allergan PLC. (AGN-N)

(Top Pick Jul 6/12, Up 13.17%) A problem with them not hitting a settlement.  Next product in a little while.  28 times earnings.  Growth is so high that it will be less than 10.  Second largest generic drug company in the world.  TEVA has a whole lot of warts on it at this point.

Consumer Products
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $83.140
Owned: Yes

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2013-02-25

BUY
BlackBerry (BB-T)

Has heard the BB-10 is a really, really good product.  Sales have been sharply lower than the company’s estimates.  That pushes out the profitability another year.  Not a bad idea to average down because it will trade in this range for some time.

electrical/electronic
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $13.480
Owned: Unknown

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2013-02-25

TOP PICK
Borg Warner (BWA-N)

They have the largest exposure to Europe in terms of Europe but thinks they have already seen the worst.  Their products are very needed. 

Automotive
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $72.780
Owned: Yes

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2013-02-25

BUY
Johnson & Johnson (JNJ-N)

Trading at a relatively high valuation but a nice dividend.  Great stock.  Pharma and consumer.  She would be willing to buy it now.  3.2% dividend.

biotechnology/pharmaceutical
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $75.570
Owned: Yes

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2013-02-25

TOP PICK
JP Morgan Chase & Co (JPM-N)

US plays are cheaper.  Have done very well in the last year.  Some of the risk has been taken out.  8.5 times earnings, just under book. 

Financial Services
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $47.700
Owned: Yes

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2013-02-25

BUY
Qualcomm (QCOM-Q)

Excellent stock and excellent products.  Just came out with new ones yesterday.  Continued sustainability in the average selling price of the handsets.  4.5 times earnings.  Handsets are only 16 percent of market so lots of growth. 

Telecommunications
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $64.800
Owned: Yes

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2013-02-25

SELL ON STRENGTH
Royal Bank (RY-T)

Dividend stocks on Canada including banks are a little over stretched.  Good yield, but she would take a few profits and put it in the US banks. 

banks
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $63.590
Owned: Unknown

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2013-02-25

SELL
Starbucks (SBUX-Q)

Has plateaued.  Is very fully valued at 30 times earnings. 

food services
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $53.210
Owned: Unknown

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2013-02-25

PAST TOP PICK
Suncor Energy Inc (SU-T)

(Top Pick Jul 6/12, Up 10.95% Total Return)

integrated oils
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $31.370
Owned: Yes

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2013-02-25

BUY
Telus Corp (T-T)

Valuation getting a little stretched.  3.7% yield.  BCE is not a bad idea either and has their stated dividend policy.

telephone utilities
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $69.230
Owned: Yes

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2013-02-25

WAIT
Vodafone Group PLC (VOD-Q)

Had trials over the last while.  Keep buying back stock and it keeps going down.  Might be selling interest in Verizon.  Wait until new regulation in Europe re telecoms are published.

Telecommunications
Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $24.600
Owned: Unknown

Must be logged in to use chart

2012-11-30

N/A
A Comment -- General Comments From an Expert 

Markets. Thinks that it will get down to the wire and it will be a gradual thing come January.  The chances of them letting it go, it would be ridiculous.  If the US goes into a recession this time, Canada will be far greater than last time.  It is unlikely that scenario would play out.  She prefers a lot of US stocks because they look relatively attractive.  Likes the lack of exposure to commodities.  In Canada, likes Energy, dislikes Materials, mining.  Likes Financial but it is fully values and that is the Canadian market.

Chyanne Fickes

Vice President of Investments, Stone Funds

Price: $0.020
Owned: _N/A

Must be logged in to use chart
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