Stock Opinions by Alexander Lane, B Comm, C - Stockchase Experts
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Alexander Lane, B Comm, C

On Stockchase since : Feb 2007

Vice President & Portfolio Manager at Dynamic Funds

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Alexander Lane, B Comm, C Latest Top Picks...

Stock Opinions by Alexander Lane, B Comm, C - Stockchase Experts

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TOP PICK
Based in Chile. Largest, lowest cost producer of potassium nitrate, lithium carbonate and iodine. Potassium nitrate is more valuable and stable than potash and very important fertilizing. Lithium carbonate used for powering small electronics and possibly future electric vehicles. Iodine is needed for medical purposes, especially radiation treatment. Possible takeover target.
chemicals
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Based in Chile. Largest, lowest cost producer of potassium nitrate, lithium carbonate and iodine. Potassium nitrate is more valuable and stable than potash and very important fertilizing. Lithium carbonate used for powering small electronics and possibly future electric vehicles. Iodine is needed for medical purposes, especially radiation treatment. Possible takeover target.
chemicals
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$39.100
Owned Owned
Yes

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TOP PICK
Foster Wheeler Corp.(FWLT-Q) 

September 21, 2009

Global engineering, construction and power equipment. Very exposed to energy, particularly in building refineries and petrochemical complexes. Builds the largest clean coal plants globally because of their technology. Had a lot of trouble when they acquired a lot of companies and created a lot of debt 6 - 7 years ago. Contracts are now starting to flow again.
contractors
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Global engineering, construction and power equipment. Very exposed to energy, particularly in building refineries and petrochemical complexes. Builds the largest clean coal plants globally because of their technology. Had a lot of trouble when they acquired a lot of companies and created a lot of debt 6 - 7 years ago. Contracts are now starting to flow again.
contractors
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$33.940
Owned Owned
Yes

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TOP PICK
Sodexo(SW-FP) 

September 21, 2009

(French exchange) French outsource catering services and facility management. Also has a voucher business. It is important to have secular growth companies in any portfolio. Grows year in, year out regardless of the economic cycle.
food services
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(French exchange) French outsource catering services and facility management. Also has a voucher business. It is important to have secular growth companies in any portfolio. Grows year in, year out regardless of the economic cycle.
food services
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$0.010
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield.
REAL ESTATE
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(A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield.
REAL ESTATE
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$29.550
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick June 29/09. Down 7.3%.) Thought the growth margins would start gravitating back towards 30% and last quarter they did. If you X out all the unusual items they did about $.13. They will do about $.50 so this is one of the cheapest stocks out there.
Telecommunications
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(A Top Pick June 29/09. Down 7.3%.) Thought the growth margins would start gravitating back towards 30% and last quarter they did. If you X out all the unusual items they did about $.13. They will do about $.50 so this is one of the cheapest stocks out there.
Telecommunications
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$2.690
Owned Owned
Yes

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PAST TOP PICK
Storm Exploration Inc.(SEO-T) 

September 21, 2009

(A Top Pick June 29/09. Up 20.5%.) In the Montney region and one of the best shale gas plays in North America. Have Storm Ventures Int., which may go public and they have Horn River as well.
oil/gas
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(A Top Pick June 29/09. Up 20.5%.) In the Montney region and one of the best shale gas plays in North America. Have Storm Ventures Int., which may go public and they have Horn River as well.
oil/gas
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$14.150
Owned Owned
Yes

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BUY
WSP Global Inc.(WSP-T) 

September 21, 2009

Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Business Services
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Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Business Services
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$25.950
Owned Owned
Yes

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BUY
Owns a 7% overriding royalty interest in Iron Ore Company of Canada as well as a 15% direct interest. Distribution is sustainable and shouldn't be affected by their current version to a corporation. 5.3% yield.
Financial Services
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Owns a 7% overriding royalty interest in Iron Ore Company of Canada as well as a 15% direct interest. Distribution is sustainable and shouldn't be affected by their current version to a corporation. 5.3% yield.
Financial Services
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$37.750
Owned Owned
Yes

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BUY
Opti Canada Inc.(OPC-T) 

September 21, 2009

Oil sands with a 40-year project life. Built and in its ramp phase. There are complications as you get to the ramp phase. Just did an overhaul of their water and injection facility and over the next few weeks he expects they will be back on track. Had some balance sheet issues that they resolved with an equity issue. Very volatile.
integrated oils
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Oil sands with a 40-year project life. Built and in its ramp phase. There are complications as you get to the ramp phase. Just did an overhaul of their water and injection facility and over the next few weeks he expects they will be back on track. Had some balance sheet issues that they resolved with an equity issue. Very volatile.
integrated oils
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$2.200
Owned Owned
Yes

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BUY
Eldorado Gold(ELD-T) 

September 21, 2009

One of the highest margin gold companies globally. Did a large acquisition, which will grow their production profile. Very solid balance sheet. Believes gold will continue to go up and this company will benefit.
precious metals
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One of the highest margin gold companies globally. Did a large acquisition, which will grow their production profile. Very solid balance sheet. Believes gold will continue to go up and this company will benefit.
precious metals
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$12.350
Owned Owned
Unknown

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COMMENT
General Market Comment 

September 21, 2009

Gold. All-time high was $1032 set about a year ago and he believes it will break through this. If it does it should continue up to the $1200-$1300.
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Gold. All-time high was $1032 set about a year ago and he believes it will break through this. If it does it should continue up to the $1200-$1300.
Unknown
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
Iamgold Corp(IMG-T) 

September 21, 2009

Top performer of the mid-cap golds out of the bottom of the market. Fixed a lot of their issues and have a very good growth profile. Also an attractive acquisition candidate. A little more expensive so would prefer an Eldorado (ELD-T) to this one.
precious metals
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Top performer of the mid-cap golds out of the bottom of the market. Fixed a lot of their issues and have a very good growth profile. Also an attractive acquisition candidate. A little more expensive so would prefer an Eldorado (ELD-T) to this one.
precious metals
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$15.090
Owned Owned
Unknown

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COMMENT
Caterpillar(CAT-N) 

September 21, 2009

A lot of exposure to residential construction. Had some issues because of their finance arm but they managed to get through it okay but the ability of their customers to buy have had difficulty getting financing. Would prefer the dealership companies such as Toromont (TIH-T) or Finning (FTT-T). If you have a 5 or 10-year view it could be a good entry point.
machinery
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A lot of exposure to residential construction. Had some issues because of their finance arm but they managed to get through it okay but the ability of their customers to buy have had difficulty getting financing. Would prefer the dealership companies such as Toromont (TIH-T) or Finning (FTT-T). If you have a 5 or 10-year view it could be a good entry point.
machinery
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$52.460
Owned Owned
No

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BUY
Toromont Industries(TIH-T) 

September 21, 2009

Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.
machinery
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Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.
machinery
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$23.030
Owned Owned
Yes

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COMMENT
Finning Int(FTT-T) 

September 21, 2009

South American mining exposure is more cyclical and more depressed than Toromont (TIH-T). Also their UK heavy equipment operation is experiencing a lot of competition right now.
wholesale distributors
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South American mining exposure is more cyclical and more depressed than Toromont (TIH-T). Also their UK heavy equipment operation is experiencing a lot of competition right now.
wholesale distributors
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Alexander Lane,

Vice Presi, Dynamic Funds...

Price Price
$16.910
Owned Owned
No

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