Stock Opinions by Patricia Perez-Coutts - Stockchase Experts
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33
Patricia Perez-Coutts @

On Stockchase since : Jun 2007

Senior Vise President & Portfolio Manager at AGF Funds Inc.

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Patricia Perez-Coutts Latest Top Picks...

Stock Opinions by Patricia Perez-Coutts - Stockchase Experts

Signal Opinion Expert Chart
BUY
Vale S.A.(VALE-N) 

September 3, 2008

One of her top 10 holdings. Commodity cycle will have to play itself out. However, outlook is still very strong because their main customers, the Chinese, have not dramatically reduced the consumption of steel. On a long-term view, you will be rewarded handsomely.
other mines
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One of her top 10 holdings. Commodity cycle will have to play itself out. However, outlook is still very strong because their main customers, the Chinese, have not dramatically reduced the consumption of steel. On a long-term view, you will be rewarded handsomely.
other mines
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0 comments
Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$24.990
Owned Owned
Yes

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WATCH
China Mobile Hong Kong(CHL-N) 

September 3, 2008

Sold her holdings last year because she saw cracks in the horizon regarding profitability and future CapX. Penetration is almost there. Even the rural area, which was supposed to be the growth, is actually fully penetrated. Consider buying at about 30% less. 3% yield roughly.
Telecommunications
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Sold her holdings last year because she saw cracks in the horizon regarding profitability and future CapX. Penetration is almost there. Even the rural area, which was supposed to be the growth, is actually fully penetrated. Consider buying at about 30% less. 3% yield roughly.
Telecommunications
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$54.710
Owned Owned
No

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BUY
Petroleo Bras Sa Petro(PBR-N) 

September 3, 2008

Production profile continues to be very strong. There may be some changes in taxation with the new oilfields.
Oil and Gas (Integrated Oils)
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Production profile continues to be very strong. There may be some changes in taxation with the new oilfields.
Oil and Gas (Integrated Oils)
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$48.040
Owned Owned
Yes

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DON'T BUY
When you are in the refinery business in China, you are losing out because they are unable to pass price increases down.
integrated oils
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When you are in the refinery business in China, you are losing out because they are unable to pass price increases down.
integrated oils
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$94.110
Owned Owned
No

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SELL
Since 2002, the company has had a declining path of returns. Returns now are below their cost of capital because of currency.
transportation equip & components
0 0 0 0 0
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Since 2002, the company has had a declining path of returns. Returns now are below their cost of capital because of currency.
transportation equip & components
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$34.650
Owned Owned
No

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TOP PICK
Has a virtual monopoly on the railroad transportation in all of Brazil. Rails are connected to mines and industrial production and ports.
Transportation
0 0 0 0 0
0 comments
Has a virtual monopoly on the railroad transportation in all of Brazil. Rails are connected to mines and industrial production and ports.
Transportation
0 0 0 0 0
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$0.010
Owned Owned
Yes

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TOP PICK
Gerdau SA(GGB-N) 

September 3, 2008

Integrated steel company. Have some assets in North America. Very efficient in integrating R & R assets. In joining a very strong construction boom in Brazil. 5.2% yield.
steel
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Integrated steel company. Have some assets in North America. Very efficient in integrating R & R assets. In joining a very strong construction boom in Brazil. 5.2% yield.
steel
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$17.000
Owned Owned
Yes

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TOP PICK
Ports Design Limited(589-HK) 

September 3, 2008

A Chinese apparel manufacturer that caters to the high-end Chinese female market. 25% same-store sales growth consistently for a number of years. 2.5% yield.
clothing
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A Chinese apparel manufacturer that caters to the high-end Chinese female market. 25% same-store sales growth consistently for a number of years. 2.5% yield.
clothing
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$0.010
Owned Owned
Yes

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DON'T BUY
China Telecom(CHA-N) 

September 3, 2008

Would not consider this stock. D rating because they have fixed assets that are continually being cannibalized.
telephone utilities
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Would not consider this stock. D rating because they have fixed assets that are continually being cannibalized.
telephone utilities
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$48.390
Owned Owned
No

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TOP PICK
Tenaris SA(TS-N) 

June 17, 2008

Manufactures pipes and tubes for drilling for oil and gas wells. Diversified globally. Long-term hold.
metal fabricators
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0 comments
Manufactures pipes and tubes for drilling for oil and gas wells. Diversified globally. Long-term hold.
metal fabricators
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$63.110
Owned Owned
Yes

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TOP PICK
(Brazil Stock Exchange) Strong production profile for the next 8 to 10 years. Experts in the deep exploration business.
oil/gas
0 0 0 0 0
0 comments
(Brazil Stock Exchange) Strong production profile for the next 8 to 10 years. Experts in the deep exploration business.
oil/gas
0 0 0 0 0
0 comments
Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$0.010
Owned Owned
Yes

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TOP PICK
(Hong Kong Exchange) Homebuilder/developer in China. Chinese are buying homes, which is a very important trend in China that continues to unfold. Good price.
Advertising Agencies
0 0 0 0 0
0 comments
(Hong Kong Exchange) Homebuilder/developer in China. Chinese are buying homes, which is a very important trend in China that continues to unfold. Good price.
Advertising Agencies
0 0 0 0 0
0 comments
Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$0.010
Owned Owned
Yes

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PAST TOP PICK
Vale S.A.(VALE-N) 

June 17, 2008

(A Top Pick June 5/07. Up 59%.) Timing of the iron ore market is the leading catalyst for this one. The consumption trend for iron ore in emerging markets is very strong. Still a BUY.
other mines
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(A Top Pick June 5/07. Up 59%.) Timing of the iron ore market is the leading catalyst for this one. The consumption trend for iron ore in emerging markets is very strong. Still a BUY.
other mines
0 0 0 0 0
0 comments
Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$36.180
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick June 5/07. Up 29%.) Samsung. A unique company because of its ability to innovate.

electrical/electronic
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(A Top Pick June 5/07. Up 29%.) Samsung. A unique company because of its ability to innovate.

electrical/electronic
0 0 0 0 0
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Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$0.001
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick June 5/07. Down 8%.) Largest cellular company in Mexico. Their capacity utilization of the network is superior to many other global ones. Very Bullish on this stock.
communications/media
0 0 0 0 0
0 comments
(A Top Pick June 5/07. Down 8%.) Largest cellular company in Mexico. Their capacity utilization of the network is superior to many other global ones. Very Bullish on this stock.
communications/media
0 0 0 0 0
0 comments
Patricia Perez-

Senior Vis, AGF Funds Inc....

Price Price
$55.000
Owned Owned
Yes

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