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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2009-09-21

COMMENT
A Comment -- General Comments From an Expert 
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.
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.020
Owned: Unknown

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2009-09-21

DON'T BUY
Aluminum Corporation of China (ACH-N)
Very large Chinese company with government ties. Enormous presence in the aluminum and industries. Looking to diversify their metals. Expect they will look for assets in Australia or Africa. Expect aluminium to come in the later part of the cycle and is not reacting that well at the moment.
non-base metal mining
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $28.970
Owned: Unknown

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2009-09-21

BUY
Aecon Group Inc (ARE-T)
(Market Call Minute.) Plays all the Junior E&C’s in Canada. Big beneficiary of Ontario road and infrastructure spending. Also oil sands coming back is a positive.
contractors
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $11.180
Owned: Unknown

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2009-09-21

STRONG BUY
Axia NetMedia (AXX-T (Private))
Rural Internet provider. Doesn't understand why it has been neglected. Continues to perform well and looks like they will have great opportunities for growth in Australia. Building Singapore network right now. Strong presence in Alberta. Cash flows are ramping. $35 million in cash.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.430
Owned: Yes

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2009-09-21

BUY
Bombardier Inc (B) (BBD.B-T)
(Market Call Minute.) Given industrial economic recovery, particularly on transportation and the airline side, it is probably a Buy.
transportation equip & components
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $4.670
Owned: Unknown

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2009-09-21

PAST TOP PICK
Bird Construction Income Fund (BDT-T)
(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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $29.550
Owned: Yes

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2009-09-21

BUY
Bank of Nova Scotia (BNS-T)
(Market Call Minute.) Banks are still a Buy. Have more upside of perhaps 15%.
banks
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $47.830
Owned: Unknown

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2009-09-21

COMMENT
Caterpillar (CAT-N)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $52.460
Owned: No

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2009-09-21

PAST TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
(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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.690
Owned: Yes

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2009-09-21

BUY
Cathedral Energy Services (CET-T)
Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE. He prefers Phoenix (PHX.UN-T).
oil/gas field services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.650
Owned: No

Must be logged in to use chart

2009-09-21

BUY
Dell Computers (DELL-Q (Dead))
The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.010
Owned: Yes

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2009-09-21

BUY
Eldorado Gold (ELD-T)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $12.350
Owned: Unknown

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2009-09-21

COMMENT
Finning Int (FTT-T)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.910
Owned: No

Must be logged in to use chart

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

Must be logged in to use chart

2009-09-21

BUY
Great West Lifeco (GWO-T)
(Market Call Minute.) Great long-term purchase. His preference is a shift from banks to insurance at this point.
insurance
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $25.900
Owned: Unknown

Must be logged in to use chart
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