Stock Opinions by Steve MacInnes - Stockchase Experts
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33
Steve MacInnes @

On Stockchase since : Jan 2007

Chief Investment Officer at Inhance Investment Management

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Steve MacInnes Latest Top Picks...

Stock Opinions by Steve MacInnes - Stockchase Experts

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BUY
General Market Comment 

May 15, 2008

Canadian Financials: - Market has slowly taken confidence from all the rig fencing of the credit crisis. Royal Bank’s of of write-downs was less than expected. Market is starting to climb the wall of worry. Perhaps the money and resources will start rolling back into this sector. The road to recovery will be bumpy, but wouldn’t be afraid to Buy with a longer-term perspective.
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Canadian Financials: - Market has slowly taken confidence from all the rig fencing of the credit crisis. Royal Bank’s of of write-downs was less than expected. Market is starting to climb the wall of worry. Perhaps the money and resources will start rolling back into this sector. The road to recovery will be bumpy, but wouldn’t be afraid to Buy with a longer-term perspective.
Unknown
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$0.020
Owned Owned
Unknown

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BUY
BlackBerry(BB-T) 

May 15, 2008

As a short-term trade, it is probably fairly rich here. On a longer-term view of a year and a half and beyond you could Buy it here. One of the most profitable and highest growth stocks in their space.
electrical/electronic
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As a short-term trade, it is probably fairly rich here. On a longer-term view of a year and a half and beyond you could Buy it here. One of the most profitable and highest growth stocks in their space.
electrical/electronic
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$140.990
Owned Owned
Yes

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BUY
Royal Bank(RY-T) 

May 15, 2008

The strength in this bank is the tremendous domestic franchise. Their capital markets position is pre-eminent. Didn’t get into major trouble on this last cycle. Well managed.
banks
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The strength in this bank is the tremendous domestic franchise. Their capital markets position is pre-eminent. Didn’t get into major trouble on this last cycle. Well managed.
banks
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$50.630
Owned Owned
Unknown

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HOLD
Have tremendous high-quality asset base. He has trimmed his holdings a little bit. Pretty richly valued. Wouldn’t be surprised if earnings estimates were revised up, but a lot of this is built in.
precious metals
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Have tremendous high-quality asset base. He has trimmed his holdings a little bit. Pretty richly valued. Wouldn’t be surprised if earnings estimates were revised up, but a lot of this is built in.
precious metals
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$50.210
Owned Owned
Yes

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COMMENT
Petro-Canada(PCA-T) 

May 15, 2008

Seems to be the perennial value story in the oil patch. Good suite of assets but in many respects not that exciting in doing anything earth shattering. Cheap and probably has room to grow but not his favourite.
integrated oils
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Seems to be the perennial value story in the oil patch. Good suite of assets but in many respects not that exciting in doing anything earth shattering. Cheap and probably has room to grow but not his favourite.
integrated oils
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$55.950
Owned Owned
Yes

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BUY
A little bit in the doghouse. Had a lacklustre quarter recently. A great brand and he likes the business model. Has bottomed here and is very good value.
specialty stores
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A little bit in the doghouse. Had a lacklustre quarter recently. A great brand and he likes the business model. Has bottomed here and is very good value.
specialty stores
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$60.990
Owned Owned
Yes

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COMMENT
Have a very efficient fleet. They may slow the scale of their purchases down. Expect they will get connections with international carriers, which will help them. Management executes brilliantly.
Transportation
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Have a very efficient fleet. They may slow the scale of their purchases down. Expect they will get connections with international carriers, which will help them. Management executes brilliantly.
Transportation
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$16.010
Owned Owned
Yes

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TOP PICK
Gas oriented. Less well known. Management has had a fantastic track record over the past 5 years. Acquired Ryder Resources, a brilliantly timed acquisition at very attractive purchase metrics. Well balanced between deep gas and shallow gas and heavy oil prospects.
oil/gas
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Gas oriented. Less well known. Management has had a fantastic track record over the past 5 years. Acquired Ryder Resources, a brilliantly timed acquisition at very attractive purchase metrics. Well balanced between deep gas and shallow gas and heavy oil prospects.
oil/gas
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$18.920
Owned Owned
Yes

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TOP PICK
If you are skittish about commodity prices or the risks to mining, this is a way of participating in the resource boom. 2nd biggest contract driller in the mining business in the world. Over 500 rigs in 20 countries. Specializes in harder more challenging drilling where the margins are better.
mining services
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If you are skittish about commodity prices or the risks to mining, this is a way of participating in the resource boom. 2nd biggest contract driller in the mining business in the world. Over 500 rigs in 20 countries. Specializes in harder more challenging drilling where the margins are better.
mining services
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$56.130
Owned Owned
Yes

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TOP PICK
Stantec Inc(STN-T) 

May 15, 2008

Has achieved something like 20% annualized growth since its IPO in 1994. Management is talking very conservatively and one of their major practices is in residential and non-residential construction and this has hit the stock. The environmental and infrastructure sides of the business are booming. Cheap.
consulting
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Has achieved something like 20% annualized growth since its IPO in 1994. Management is talking very conservatively and one of their major practices is in residential and non-residential construction and this has hit the stock. The environmental and infrastructure sides of the business are booming. Cheap.
consulting
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$29.780
Owned Owned
Yes

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TOP PICK
Mullen Group Ltd(MTL-T) 

January 11, 2007

A great play to participate in the ongoing high levels of activity in Alberta economy and infrastructure build out. Spectacular record of acquisitions. Has been oversold. 10% yield.
Transportation
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A great play to participate in the ongoing high levels of activity in Alberta economy and infrastructure build out. Spectacular record of acquisitions. Has been oversold. 10% yield.
Transportation
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$17.650
Owned Owned
Yes

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TOP PICK
Bank of Nova Scotia(BNS-T) 

January 11, 2007

Canada's most international bank. Fundamentals for banking are superb. Looking to improve their domestic franchise. Caribbean and South America are some of the hottest economies right now and he likes their position there.
banks
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Canada's most international bank. Fundamentals for banking are superb. Looking to improve their domestic franchise. Caribbean and South America are some of the hottest economies right now and he likes their position there.
banks
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$50.550
Owned Owned
Yes

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TOP PICK
Canadian Pacific Rail(CP-T) 

January 11, 2007

Rails are a very environmentally friendly means of transportation. This company has lagged some of the other rails, but under a revamped management structure you can see at catching up in a hurry.
Transportation
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Rails are a very environmentally friendly means of transportation. This company has lagged some of the other rails, but under a revamped management structure you can see at catching up in a hurry.
Transportation
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$61.820
Owned Owned
Yes

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BUY
TMX Group(X-T) 

January 11, 2007

Monopolistic position with no competition. Throws off tremendous excess cash. Very shareholder friendly. He is bullish on equity markets.
other services
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Monopolistic position with no competition. Throws off tremendous excess cash. Very shareholder friendly. He is bullish on equity markets.
other services
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$45.850
Owned Owned
Yes

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BUY
Petro-Canada(PCA-T) 

January 11, 2007

A value play in the oil patch. Good growth profile.
integrated oils
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A value play in the oil patch. Good growth profile.
integrated oils
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Steve MacInnes

Chief Inve, Inhance Investment M...

Price Price
$42.910
Owned Owned
Yes

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