Stock Opinions by Jason Zandberg - Stockchase Experts
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Jason Zandberg @

On Stockchase since : Sep 2006

Income Trust Analyst at Acumen Capital Finance Partners Ltd.

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Jason Zandberg Latest Top Picks...

Stock Opinions by Jason Zandberg - Stockchase Experts

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TOP PICK
Parkland Fuel Corp(PKI-T) 

September 7, 2006

The largest fuel marketer in western Canada. Also operate gas bars. Recently got a contract with Esso. High margin business.
merchandising/lodging
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0 comments
The largest fuel marketer in western Canada. Also operate gas bars. Recently got a contract with Esso. High margin business.
merchandising/lodging
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$31.000
Owned Owned
No

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TOP PICK
Cervus Euipment Corp.(CERV-T) 

September 7, 2006

Agricultural equipment, mainly John Deere. They buy heavy equipment dealerships at about 2 or 3 X earnings. Have also started buying Bobcat dealerships in Alberta.
misc consumer products
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0 comments
Agricultural equipment, mainly John Deere. They buy heavy equipment dealerships at about 2 or 3 X earnings. Have also started buying Bobcat dealerships in Alberta.
misc consumer products
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$10.900
Owned Owned
Yes

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TOP PICK
Provide truck and rig based services to the oil/gas industry. Not dependent on new drilling activity. Well diversified geographically in western Canada. Trading at about 12.5% yield. Can see this at above average growth relative to their peers.
oil/gas
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0 comments
Provide truck and rig based services to the oil/gas industry. Not dependent on new drilling activity. Well diversified geographically in western Canada. Trading at about 12.5% yield. Can see this at above average growth relative to their peers.
oil/gas
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$7.760
Owned Owned
Yes

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BUY
Funeral home operator. Operate out of 27 US states as well as in Ontario. More deaths are fuelling their growth, but attitudes to cremation have changed and % of cremations are expected to rise, which will squeeze margins. 12% yield. There is still growth here.
other services
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0 comments
Funeral home operator. Operate out of 27 US states as well as in Ontario. More deaths are fuelling their growth, but attitudes to cremation have changed and % of cremations are expected to rise, which will squeeze margins. 12% yield. There is still growth here.
other services
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$8.120
Owned Owned
Unknown

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BUY
Provides prime lending for purchasing automobiles. A great little trust. Based out of Edmonton. Have had 11 consecutive quarters of growth. Has increased distributions 10 times over the last 2.5 years.
Financial Services
0 0 0 0 0
0 comments
Provides prime lending for purchasing automobiles. A great little trust. Based out of Edmonton. Have had 11 consecutive quarters of growth. Has increased distributions 10 times over the last 2.5 years.
Financial Services
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$4.000
Owned Owned
Unknown

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DON'T BUY
TerraVest Capital Inc(TVK-T) 

September 7, 2006

Like a holding company. They make different investments in various business sections. Likes the model. Had a few stumbles in the past. Prefers others. 15.8% yield is a red flag.
investment companies/funds
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0 comments
Like a holding company. They make different investments in various business sections. Likes the model. Had a few stumbles in the past. Prefers others. 15.8% yield is a red flag.
investment companies/funds
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$8.690
Owned Owned
No

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DON'T BUY
Specialty stone, brick, limestone etc. Have restarted distributions and the yield is about 8.5%. Have a debt level that is not in the danger zone, but to high for him. They are also using a lot of money to update their Georgian plants. A void until the debt level is a bit better.
misc industrial products
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0 comments
Specialty stone, brick, limestone etc. Have restarted distributions and the yield is about 8.5%. Have a debt level that is not in the danger zone, but to high for him. They are also using a lot of money to update their Georgian plants. A void until the debt level is a bit better.
misc industrial products
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$4.850
Owned Owned
No

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BUY
Peak Energy Services(PES-T) 

September 7, 2006

Likes the energy services sector. Has been a bit weak over the last 5/6 months. Had a week Q2 because of labour costs. Expect it to rebound.
oil/gas
0 0 0 0 0
0 comments
Likes the energy services sector. Has been a bit weak over the last 5/6 months. Had a week Q2 because of labour costs. Expect it to rebound.
oil/gas
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$10.440
Owned Owned
Unknown

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BUY
Underbalanced drilling which is highly correlated with gas wells. Gas has been weak. If you believe that natural gas prices will recover, this should recover.
oil/gas
0 0 0 0 0
0 comments
Underbalanced drilling which is highly correlated with gas wells. Gas has been weak. If you believe that natural gas prices will recover, this should recover.
oil/gas
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$11.250
Owned Owned
Unknown

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BUY
Stock is down and was a victim of falling gas prices. This company has a fair amount of business in the US in the Rocky Mountain region and has been growing rapidly. A good buying opportunity.
oil/gas field services
0 0 0 0 0
0 comments
Stock is down and was a victim of falling gas prices. This company has a fair amount of business in the US in the Rocky Mountain region and has been growing rapidly. A good buying opportunity.
oil/gas field services
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$10.020
Owned Owned
Yes

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BUY
Big box retailers have definitely been outperforming other retailers. Likes this one. Good format.
income trust
0 0 0 0 0
0 comments
Big box retailers have definitely been outperforming other retailers. Likes this one. Good format.
income trust
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$11.500
Owned Owned
Yes

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BUY
Impressed with management. They bring an innovative approach to the seafood market. Have had some problems in the past, but seem to have worked through them. The market will probably take some time to warm back up to the story. Strong Cdn$ will hurt.
Financial Services
0 0 0 0 0
0 comments
Impressed with management. They bring an innovative approach to the seafood market. Have had some problems in the past, but seem to have worked through them. The market will probably take some time to warm back up to the story. Strong Cdn$ will hurt.
Financial Services
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$5.270
Owned Owned
Unknown

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BUY
Tree Island Steel(TSL-T) 

September 7, 2006

Steel products such as nails, galvanized wire etc. Stock prices dropped because of housing fears but is only about 30% exposed to the housing construction market. Commercial construction is doing very well. The high inventories have been worked through and there should be some upside from here on in.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Steel products such as nails, galvanized wire etc. Stock prices dropped because of housing fears but is only about 30% exposed to the housing construction market. Commercial construction is doing very well. The high inventories have been worked through and there should be some upside from here on in.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$9.450
Owned Owned
Unknown

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WEAK BUY
Doesn't fit his criteria for picking small cap trusts. There is not the year over year growth that he would expect. However, it has a strong brand name and there is stability. A conservative approach.
food processing
0 0 0 0 0
0 comments
Doesn't fit his criteria for picking small cap trusts. There is not the year over year growth that he would expect. However, it has a strong brand name and there is stability. A conservative approach.
food processing
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$8.910
Owned Owned
No

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BUY
Bonnett's Energy(BT-T) 

September 7, 2006

Was priced very attractively on its IPO and has outperformed. Good management.
oil/gas
0 0 0 0 0
0 comments
Was priced very attractively on its IPO and has outperformed. Good management.
oil/gas
0 0 0 0 0
0 comments
Jason Zandberg

Income Tru, Acumen Capital Finan...

Price Price
$22.400
Owned Owned
Yes

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