Stock Opinions by Mark Carpani - Stockchase Experts
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203
Mark Carpani

On Stockchase since : Jun 2007

Senior Vice President at Ridgewood Capital

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Mark Carpani Latest Top Picks...

Stock Opinions by Mark Carpani - Stockchase Experts

Signal Opinion Expert Chart
BUY
Yellow Media Inc(Y-T) 

June 7, 2010

Yellow pages: 5.25% 2015. Comfortable with the name. Good profit margin. Customer has already made the transition from the paper onto the web site. No problem with the credit.
communications/media
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0 comments
Yellow pages: 5.25% 2015. Comfortable with the name. Good profit margin. Customer has already made the transition from the paper onto the web site. No problem with the credit.
communications/media
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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$6.120
Owned Owned
Yes

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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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0 comments
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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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$6.150
Owned Owned
Yes

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COMMENT
General Market Comment 

September 21, 2009

XSB-T (iUnits Short Bond Market) and XBB-T (iUnits Cdn Bond Market) is not a bad way to participate in the bond market. This is a low-risk way of playing but potential returns are going to be low as well. As an active manager he would prefer you to be in a fund or individual bonds.
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XSB-T (iUnits Short Bond Market) and XBB-T (iUnits Cdn Bond Market) is not a bad way to participate in the bond market. This is a low-risk way of playing but potential returns are going to be low as well. As an active manager he would prefer you to be in a fund or individual bonds.
Unknown
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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Will trade relatively comparable to other banks and insurance companies. Very well run company and he has no issue with it. Have good assets. Good credit profile.
finance/leasing
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0 comments
Will trade relatively comparable to other banks and insurance companies. Very well run company and he has no issue with it. Have good assets. Good credit profile.
finance/leasing
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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$35.050
Owned Owned
Unknown

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COMMENT
General Market Comment 

December 29, 2009

When to sell a bond? Before he buys a bond, he sets a target price to exit out of the position. E.g. if he buys a government bond with a 4% yield and he thinks rates are going to drop 25 basis points, when it gets to those levels he will start exiting. For corporate bonds, if this spreads narrow significantly on a short-term basis, he would probably sell it a bit ahead of time.
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When to sell a bond? Before he buys a bond, he sets a target price to exit out of the position. E.g. if he buys a government bond with a 4% yield and he thinks rates are going to drop 25 basis points, when it gets to those levels he will start exiting. For corporate bonds, if this spreads narrow significantly on a short-term basis, he would probably sell it a bit ahead of time.
Unknown
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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

November 7, 2007

What to Invest in if you have $10K in both Cdn and US? – He would look at large Cdn and US blue chip companies that will export to China and India, etc. Exporters are going to be very competitive with the weak US$. These countries are going to need the technology and know how of the US.
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What to Invest in if you have $10K in both Cdn and US? – He would look at large Cdn and US blue chip companies that will export to China and India, etc. Exporters are going to be very competitive with the weak US$. These countries are going to need the technology and know how of the US.
Unknown
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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
What is the lower risk/higher return investment between SPDR High Yield Bond (JNK-N) and iUnits Real Return Bonds (XRB-T)? This would make an interesting bell bar portfolio as you have 2 opposite asset classs. The less risk is the iUnits. A bit early to go into the SPDR.
E.T.F.'s
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0 comments
What is the lower risk/higher return investment between SPDR High Yield Bond (JNK-N) and iUnits Real Return Bonds (XRB-T)? This would make an interesting bell bar portfolio as you have 2 opposite asset classs. The less risk is the iUnits. A bit early to go into the SPDR.
E.T.F.'s
0 0 0 0 0
0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$28.870
Owned Owned
Unknown

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BUY
What is the lower risk/higher return investment between SPDR High Yield Bond (JNK-N) and iUnits Real Return Bonds (XRB-T)? This would make an interesting bell bar portfolio as you have 2 opposite asset classs. The less risk is the iUnits. A bit early to go into the SPDR.
E.T.F.'s
0 0 0 0 0
0 comments
What is the lower risk/higher return investment between SPDR High Yield Bond (JNK-N) and iUnits Real Return Bonds (XRB-T)? This would make an interesting bell bar portfolio as you have 2 opposite asset classs. The less risk is the iUnits. A bit early to go into the SPDR.
E.T.F.'s
0 0 0 0 0
0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$19.300
Owned Owned
Unknown

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DON'T BUY
BCE Inc.(BCE-T) 

October 9, 2008

Vs. Bonds. Is the stock the best play or the bonds? Stock was a pretty good play earlier in the year. Not all the bonds are going to be called. If you have the risk, play the stock. Don’t buy the bonds expecting them to be called.
telephone utilities
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0 comments
Vs. Bonds. Is the stock the best play or the bonds? Stock was a pretty good play earlier in the year. Not all the bonds are going to be called. If you have the risk, play the stock. Don’t buy the bonds expecting them to be called.
telephone utilities
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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$34.000
Owned Owned
Unknown

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COMMENT
General Market Comment 

October 9, 2008

VANILA Bonds: Bond with no options, not convertible, callable, etc.
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0 comments
VANILA Bonds: Bond with no options, not convertible, callable, etc.
Unknown
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0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

March 11, 2010

US or Canadian corporate bonds? He would prefer to the Canadian over the US. Doesn't like the currency risk. Also, Canadian corporate balance sheets are generally in better shape. Growth prospects for Canada is probably better.
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US or Canadian corporate bonds? He would prefer to the Canadian over the US. Doesn't like the currency risk. Also, Canadian corporate balance sheets are generally in better shape. Growth prospects for Canada is probably better.
Unknown
0 0 0 0 0
0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

June 2, 2009

US bond market versus Cdn bond market. The US bond market is deeper by a wide margin and there's definitely more ameliority as far as corporate bonds are concerned. His concern would be that if you buy them you are exposed to the US$.
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US bond market versus Cdn bond market. The US bond market is deeper by a wide margin and there's definitely more ameliority as far as corporate bonds are concerned. His concern would be that if you buy them you are exposed to the US$.
Unknown
0 0 0 0 0
0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
US 30 Yr Bond Bear+ ETF. A bearish bet on interest rates. Basically it's 2X inverse of the 30-year bond future. Very volatile instrument and is meant for trading, not Buy and Hold. A bit early to make a bearish bet on interest rates.
E.T.F.'s
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0 comments
US 30 Yr Bond Bear+ ETF. A bearish bet on interest rates. Basically it's 2X inverse of the 30-year bond future. Very volatile instrument and is meant for trading, not Buy and Hold. A bit early to make a bearish bet on interest rates.
E.T.F.'s
0 0 0 0 0
0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$15.570
Owned Owned
No

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HOLD
General Market Comment 

June 2, 2009

Twenty-year provincial bonds. Thinks the credit is fine on these. There is going to have to be supply which could affect performance short-term but maturity risk would be close to zero.
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0 comments
Twenty-year provincial bonds. Thinks the credit is fine on these. There is going to have to be supply which could affect performance short-term but maturity risk would be close to zero.
Unknown
0 0 0 0 0
0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

November 17, 2009

Trading 10- year notes. Bullish on these right now. His duration is long but on a trading perspective, he backed up to 3.50 and it is currently south of 3.40. If it got to 3.25-3.20 that might be a place to let some go. Very difficult to short these instruments for the average investor.
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Trading 10- year notes. Bullish on these right now. His duration is long but on a trading perspective, he backed up to 3.50 and it is currently south of 3.40. If it got to 3.25-3.20 that might be a place to let some go. Very difficult to short these instruments for the average investor.
Unknown
0 0 0 0 0
0 comments
Mark Carpani

Senior Vic, Ridgewood Capital...

Price Price
$0.020
Owned Owned
Yes

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