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

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

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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

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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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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

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2009-09-21

COMMENT
Iamgold Corp (IMG-T)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $15.090
Owned: Unknown

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2009-09-21

BUY
Imperial Oil (IMO-T)
If you are looking for a great long-term stock, this has one of the best records in the oil patch. Very well run. Have a growth path that is looking pretty good. Building the Kearl project, and integrated oil sands project. He would slightly prefer Suncor (SU-T) but you can't go wrong with either one. A long-term play. 1% yield.
integrated oils
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $41.340
Owned: Unknown

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2009-09-21

BUY
ING Groep NV (ING-N)
Went through a harrowing experience last fall. Had some issues distressed balance sheets. Sold off their ING Canada holdings. Given the run on pure banks, insurance companies might be better opportunities at this time.
investment companies/funds
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $16.620
Owned: No

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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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2009-09-21

BUY
Labrador Iron Ore Royalty (LIF-T)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $37.750
Owned: Yes

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2009-09-21

COMMENT
Las Vegas Sands Corp. (LVS-N)
(Market Call Minute.) Has done the majority of its work to the upside. Still positive on the refinancing of their debt.
entertainment services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $18.640
Owned: Unknown

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2009-09-21

BUY
Methanex Corp (MX-T)
With the energy complex doing very well, methanol pricing has been looking a lot better. Assets in South America makes it low cost producer.
chemicals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $19.260
Owned: No

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2009-09-21

BUY
Opti Canada Inc. (OPC-T (Dead))
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.200
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Phoenix Energy Services (PHX-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.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $7.450
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Pacific Exploration & Production. (PRE-T (Unlisted)
Columbia is one of the better South American countries to do business with these days. Korean and Chinese companies are sniffing around Columbia and there is a high probability of an acquisition.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $13.160
Owned: Yes

Must be logged in to use chart

2009-09-21

PAST TOP PICK
Storm Exploration Inc. (SEO-T (Dead))
(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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $14.150
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
San Gold Corporation (SGR.H-X (Delist)
43101, a validation of what they say they have by a 3rd party., is coming up. Have also found a lot of very interesting new veins, post the 43101 calculations that won't be factored in.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.980
Owned: Unknown

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2009-09-21

TOP PICK
Sociedad Quimica Y Minera (SQM-N)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $39.100
Owned: Yes

Must be logged in to use chart

2009-09-21

BUY
Suncor Energy Inc (SU-T)
One of the best stocks to own in Canada over the next 3 to 5 years given the combination between Suncor and PetroCanada, asset sales and the focus on their oil sands operation.
integrated oils
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $38.630
Owned: Unknown

Must be logged in to use chart

2009-09-21

TOP PICK
Sodexo (SW-FP)
(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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.010
Owned: Yes

Must be logged in to use chart
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