Opinions by Alexander Lane, B Comm, C | StockChase
124
Alexander Lane, B Comm, C

Vice President & Portfolio Manager

ON STOCKCHASE SINCE Feb 2007

Dynamic Funds


Opinions by Alexander Lane, B Comm, C



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Signal Opinion Expert Chart

2007-12-12

WEAK BUY
Global Railway Industries (GBI-T (Dead))
Plays on the infrastructure/capital-spending theme that will drive a lot of stocks over the next 5 years. Buying small private businesses such as train brakes, undercarriages, doors, etc. for rails. Thin margins but they seem to be doing OK. Prefers Greenbriar (GBX-N). Rails have been under spending on capital and this has to be resolved in the next few years.
transportation equip & components
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $4.590
Owned: No

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2009-06-29

WATCH
Lake Shore Gold (LSG-T (Acquired)
60% owner of a property in the Timmins Camp that showed the best drill hole there almost ever. Needs to see a few more holes.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.880
Owned: Unknown

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2009-09-21

WAIT
Johnson & Johnson (JNJ-N)
(Market Call Minute.) Probably not a Buy for the next 3 or 4 months but longer-term it would be a buy.
biotechnology/pharmaceutical
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $60.670
Owned: Unknown

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2007-02-06

WAIT
Labrador Iron Mines Holdings Ltd. (LIM-T (Dead))
Had some issues last year with their Tati mine with production shortfalls. Recently sold his holdings. Feels that nickel has gone little too far, too fast and is expecting a pullback. Would buy in the $10-$11 range.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $13.100
Owned: No

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2008-07-23

TOP PICK
Bird Construction Income Fund (BDT-T)
Big play on the oil sands and this may be why it is going down. Well diversified engineering/construction company. Grew its earnings 218% last quarter and trades at 8.5X earnings. Margins have gone up 50%. Top quality management team. 4% yield. Exceptionally cheap.
REAL ESTATE
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $39.000
Owned: Yes

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2009-06-29

TOP PICK
Bird Construction Income Fund (BDT-T)
Diversification across Canada. Great operational performance and good profitability metric over time. 7.5% yield is expected to be maintained through conversion in 2011. Payout ratio is around 35%. Phenomenal balance sheet.
REAL ESTATE
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $24.500
Owned: Yes

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2007-02-06

TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
The last satellite cycle ended in 1997 sell a new cycle is starting. These are generally 3 to 7 years long.
Telecommunications
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.170
Owned: Yes

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2009-06-29

TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
(A Top Pick Feb 6/07. Down 53.16%.) Sold his holdings but bought back in Jan/09 because prospects for satellite recovery cycle are very good. Good diversification between government, military and commercial space. Great growth in backlog. Good margins.
Telecommunications
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.880
Owned: Yes

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2008-02-06

TOP PICK
Cervus Euipment Corp. (CERV-T)
A consolidator of John Deere dealerships, J. P. Construction Equipment and Bobcat in Western Canada. Acquiring at 3X to 4X pre-tax earnings. Many owners are getting older with no exit strategy. Larger operating organization gives better synergies, buying power and natural operating leverage. At 9.2X earnings, with growth rates accelerating north of 20% and a 6% distribution, it presents a great opportunity.
misc consumer products
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $19.400
Owned: Yes

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2008-02-06

TOP PICK
Chinook Energy Inc (CKE-T)
Natural gas. There is a major draw down on Canadian inventory supplies by the US because LNG imports from Europe have dropped off. Natural gas prices look like they are having an upward tendency. Even if they don't, this company should do well.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.690
Owned: Yes

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2009-09-21

TOP PICK
Foster Wheeler Corp. (FWLT-Q (Unliste)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $33.940
Owned: Yes

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2007-12-12

TOP PICK
Katanga Mining Ltd. (KAT-T)
Very constructive on copper. Based in the Congo, which has the best global copper resources. Recently was the subject of a hostile takeover, the stock spiked and then fell back to $12 after the offer failed. Recently a merger with Nikanor Mining. By 2011 this will become the world's 4th largest copper producer and the world's largest cobalt producer. Combined, it will be worth $23.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.930
Owned: Yes

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2008-04-23

TOP PICK
Phoenix Energy Services (PHX-T)
Their technology and directional drilling capabilities allows companies to access prospects economically. Average ROE is 29% over the last 5 years. Just raised their distribution 31%. Try to get this in the $12 to $12.50 range.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $14.750
Owned: Yes

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2008-04-23

TOP PICK
Quadra FNX Mining Ltd (QUX-T (Dead))
Copper is the metal that he has the most constructive view on. There hasn't been a proper supply side response and demand continues to grow. This one is based in the US, so does not have political risks. Has gold as a by-product.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $24.000
Owned: Yes

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2007-12-12

TOP PICK
Red Back Mining Inc (RBI-T (Dead))
A 2-project company. Recently purchased a gold mine in Mauritania. This is the one of the Lundin (LUN-T) companies. Finding a lot of high-grade deposits in Uganda. Thinks they can do about $.50 on a cash flow basis next year.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.380
Owned: Yes

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