Stock Opinions by Mark Carpani - Stockchase Experts
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Mark Carpani

On Stockchase since : Jun 2007

Senior Vice President at Ridgewood Capital

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Stock Opinions by Mark Carpani - Stockchase Experts

Signal Opinion Expert Chart
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General Market Comment 

January 10, 2011

If ECB wasn’t there or Germany wasn’t there there wouldn’t be much demand for Spanish bonds, Market is telling you there you won’t get back 100 cents on the dollar. There is definitely going to be a hair cut. Most of investors in these countries are the banks. He would stay out of Europe until it settles down.
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If ECB wasn’t there or Germany wasn’t there there wouldn’t be much demand for Spanish bonds, Market is telling you there you won’t get back 100 cents on the dollar. There is definitely going to be a hair cut. Most of investors in these countries are the banks. He would stay out of Europe until it settles down.
Unknown
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
If rates gradually rise in the short term, then this fund will suffer. He thinks rates will rise modestly over this year. The coupon may not be enough to offset the loss in capital. The market expects 100 basis points be his firm expects somewhat (50-75) less.
E.T.F.'s
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If rates gradually rise in the short term, then this fund will suffer. He thinks rates will rise modestly over this year. The coupon may not be enough to offset the loss in capital. The market expects 100 basis points be his firm expects somewhat (50-75) less.
E.T.F.'s
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$20.390
Owned Owned
Unknown

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BUY
General Market Comment 

January 10, 2011

Saw 5.7% bonds: Good franchise in the west. Change in CEO is good for bonds. Making money and executing and drama doesn’t’ concern him.
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Saw 5.7% bonds: Good franchise in the west. Change in CEO is good for bonds. Making money and executing and drama doesn’t’ concern him.
Unknown
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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BUY
CASH(CASH) 

January 10, 2011

Bonds will out perform cash. Cash – 1%, bonds 5-6% or more. Bonds are better than cash right now.
N/A
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Bonds will out perform cash. Cash – 1%, bonds 5-6% or more. Bonds are better than cash right now.
N/A
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.010
Owned Owned
Unknown

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TOP PICK
Yellow Media Inc(Y-T) 

January 10, 2011

Yellow Media 7.75 % 3/2/2020. High investment grade, generating good free cash flow. Deleveraging and paying down debt. Converted from income trust in November without any fall out. Doesn’t have a problem with the equity. Biggest risk is a big slowdown in the economy.
communications/media
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Yellow Media 7.75 % 3/2/2020. High investment grade, generating good free cash flow. Deleveraging and paying down debt. Converted from income trust in November without any fall out. Doesn’t have a problem with the equity. Biggest risk is a big slowdown in the economy.
communications/media
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$6.150
Owned Owned
Yes

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TOP PICK
CitiGroup(C-N) 

January 10, 2011

5.16% bond callable May 24/22. Trading at a discount. Yielding over 7%. Feels they have made the transformation out of the government’s hands and have divested a lot of non-core assets. Good global franchise.
insurance
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5.16% bond callable May 24/22. Trading at a discount. Yielding over 7%. Feels they have made the transformation out of the government’s hands and have divested a lot of non-core assets. Good global franchise.
insurance
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$4.910
Owned Owned
Yes

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TOP PICK
General Market Comment 

January 10, 2011

Cara Operations: 9.15% due 12/01/2015. Widely known for Swiss Chalet and milestones, Kelsey’s, Montana’s. Biggest risk is downturn in restaurants.
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Cara Operations: 9.15% due 12/01/2015. Widely known for Swiss Chalet and milestones, Kelsey’s, Montana’s. Biggest risk is downturn in restaurants.
Unknown
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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PAST TOP PICK
(Top Pick Dec 29/09, Up 14.67)
Utilities
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(Top Pick Dec 29/09, Up 14.67)
Utilities
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$21.000
Owned Owned
Yes

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PAST TOP PICK
Altagas Ltd(ALA-T) 

January 10, 2011

(Top Pick Dec 29/09, Up 19.01%) Reach his targets that he set for it.
oil/gas
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(Top Pick Dec 29/09, Up 19.01%) Reach his targets that he set for it.
oil/gas
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$21.590
Owned Owned
No

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PAST TOP PICK
General Market Comment 

January 10, 2011

(Top Pick Dec 29/09, Up 6.53%) Case New Holland FRN 12/15/12
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(Top Pick Dec 29/09, Up 6.53%) Case New Holland FRN 12/15/12
Unknown
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Yes

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WEAK BUY
Not a bad sector. A good place to be instead of cash or GICs
E.T.F.'s
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Not a bad sector. A good place to be instead of cash or GICs
E.T.F.'s
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$20.800
Owned Owned
No

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N/A
General Market Comment 

November 16, 2010

Not a lot has changed since 2009 except overnight bank rates. The Canadian yield curve has rallied. There is not really any value at the short end and the risk is too high. At the short end, rates are as low as they are going to go. Prefers corporate bonds. Investment grade bonds are very attractive. Ireland or Greek credit problems will cause volatility.
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Not a lot has changed since 2009 except overnight bank rates. The Canadian yield curve has rallied. There is not really any value at the short end and the risk is too high. At the short end, rates are as low as they are going to go. Prefers corporate bonds. Investment grade bonds are very attractive. Ireland or Greek credit problems will cause volatility.
Unknown
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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TOP PICK
General Market Comment 

November 16, 2010

Aeroplan Bonds: 6.95% 01/26/2017 The improving economic theme and the Aeroplan card attached to purchases. Broad customer base, deep penetration. Not all miles get redeemed (over 20%). Good cash flow, modest debt, and good franchise, higher income individuals.
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Aeroplan Bonds: 6.95% 01/26/2017 The improving economic theme and the Aeroplan card attached to purchases. Broad customer base, deep penetration. Not all miles get redeemed (over 20%). Good cash flow, modest debt, and good franchise, higher income individuals.
Unknown
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Yes

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TOP PICK
CitiGroup(C-N) 

November 16, 2010

Citigroup Bonds: 5.16% 05/24/2027 Thinks they have gone through the worst. Very, very good turnaround. Not super liquid so it takes time to get into this position. Have a good franchise. Have proven they can cut costs – management is doing a good job.
insurance
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Citigroup Bonds: 5.16% 05/24/2027 Thinks they have gone through the worst. Very, very good turnaround. Not super liquid so it takes time to get into this position. Have a good franchise. Have proven they can cut costs – management is doing a good job.
insurance
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$4.220
Owned Owned
Yes

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TOP PICK
Manulife Financial(MFC-T) 

November 16, 2010

Manulife Bonds: 7.405% 12/31/2019 They have gone through the worst. This bonds represents good value on the yield curve.
insurance
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Manulife Bonds: 7.405% 12/31/2019 They have gone through the worst. This bonds represents good value on the yield curve.
insurance
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Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$15.230
Owned Owned
Yes

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