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

BUY
Toromont Industries (TIH-T)
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
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $23.030
Owned: Yes

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2009-09-21

BUY
Tata Motors Ltd. (TTM-N)
Indian automobiles. Very well run company. Recently bought Jaguar and Land Rover and looking to revitalize those brands. Leadership company. Not that expensive.
Automotive
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $12.800
Owned: No

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2009-09-21

BUY
WSP Global Inc. (WSP-T)
Good infrastructure play. Likes the way they run their business. More on the front-end engineering and design. Cheap.
Business Services
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $25.950
Owned: Yes

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2009-06-29

BUY
Absolute Software Corp. (ABT-T)
World-class technology company. LoJack software is embedded in the CPU and also has a software agent, which allows a stolen laptop to be located and secured. Have been signing international agreements. Strong balance sheet.
computer software/processing
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $5.350
Owned: Yes

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2009-06-29

SELL
Addax Petroeum Corp. (AXC-T (Dead))
Being acquired and most of the money has already been made. If you owned, it might be a good time to take some money off the table.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $49.500
Owned: Unknown

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2009-06-29

HOLD
Bombardier Inc (B) (BBD.B-T)
(Market Call Minute.) Great company. You have to absolutely believe in economic recovery as well as the aerospace sector, which is probably premature.
transportation equip & components
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $3.490
Owned: Unknown

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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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2009-06-29

COMMENT
Birchcliff Energy Ltd. (BIR-T)
Natural gas in the Montney shale formation. Lots of reserves and recently raised some cash to develop them. Will probably get acquired.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $6.040
Owned: Unknown

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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

Must be logged in to use chart

2009-06-29

BUY
Centamin Egypt (CEE-T)
One of the new gold producers. Things are very positive on this name in the short and medium term. Pretty good resource.
precious metals
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.690
Owned: No

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2009-06-29

COMMENT
Connacher Oil and Gas (CLC-T)
(Market Call Minute.) Was able to raise money at a 15% discount a few weeks ago but there are others more interesting to him than this.
oil/gas
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $0.930
Owned: Unknown

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2009-06-29

BUY on WEAKNESS
Cyberplex Inc (CX-T (Dead))
(Market Call Minute.) Massively ahead of itself.
consulting
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $1.700
Owned: Unknown

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2009-06-29

BUY
Equinox MineralsLtd. (EQN-T (Dead))
Copper in Zambia. One of the best global plays in copper. Expect it will be acquired.
metal mines
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $2.840
Owned: Yes

Must be logged in to use chart

2009-06-29

COMMENT
Itron Inc. (ITRI-Q)
A leader in smart meters technology for smart grid technology.
electrical/electronic
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $55.410
Owned: Yes

Must be logged in to use chart

2009-06-29

HOLD
China Life Insurance (LFC-N)
Chinese financials have generally been looking a lot better. They did not suffer from the poor lending practices like other countries. This one has great potential. If you have a 3 or 5-year outlook, continue to Hold.
insurance
Alexander Lane, B Comm, C

Vice President & Portfolio Manager, Dynamic Funds

Price: $56.210
Owned: Unknown

Must be logged in to use chart
Showing 31 to 45 of 124 entries
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