Stock Opinions by Greg A. Taylor, CFA, BBA - Stockchase Experts
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Greg A. Taylor, CFA, BBA

On Stockchase since : Aug 2007

Portfolio Manager at Aurion Capital Management

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Greg A. Taylor, CFA, BBA Latest Top Picks...

Stock Opinions by Greg A. Taylor, CFA, BBA - Stockchase Experts

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COMMENT
Good play on global recovery with its iron ore, base metals, oil, etc. Has been under a lot of pressure lately with slowdown in China, global economy and Australian mining tax. Australia is talking about lowering the tax from 40% to 30% next year and the opposition parties are against it. Thinks this tax is priced into the stock. 2.68% dividend.
other mines
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Good play on global recovery with its iron ore, base metals, oil, etc. Has been under a lot of pressure lately with slowdown in China, global economy and Australian mining tax. Australia is talking about lowering the tax from 40% to 30% next year and the opposition parties are against it. Thinks this tax is priced into the stock. 2.68% dividend.
other mines
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Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$62.710
Owned Owned
No

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COMMENT
Has sold off a lot so is cheaper right now. A leverage to play towards coal and gold. 1.3% dividend.
precious metals
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0 comments
Has sold off a lot so is cheaper right now. A leverage to play towards coal and gold. 1.3% dividend.
precious metals
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$30.270
Owned Owned
Yes

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BUY
Apple(AAPL-Q) 

July 5, 2010

One of the few companies that is actually working in this environment. Great company and hard to question anything they do. Haven't had a product stumble over the last few years but there is some question with the iPhone 4 launch. Perfect balance sheet with $40 billion in cash. Trading at 20X next year's earnings.
electrical/electronic
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One of the few companies that is actually working in this environment. Great company and hard to question anything they do. Haven't had a product stumble over the last few years but there is some question with the iPhone 4 launch. Perfect balance sheet with $40 billion in cash. Trading at 20X next year's earnings.
electrical/electronic
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$246.940
Owned Owned
Yes

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BUY
Encana Corp(ECA-T) 

July 5, 2010

Gulf problems have highlighted how natural gas is probably the commodity that will win. Longer term it should start gaining share. Very conservative, safe way to play natural gas. Have done very well in managing their capital budget by hedging a lot of natural gas production at more than $6.
oil/gas
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Gulf problems have highlighted how natural gas is probably the commodity that will win. Longer term it should start gaining share. Very conservative, safe way to play natural gas. Have done very well in managing their capital budget by hedging a lot of natural gas production at more than $6.
oil/gas
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$32.000
Owned Owned
Yes

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COMMENT
Potash and some of the agriculture commodities have come off on the theme of the China slowdown. Expected to be under pressure for the next few years. An interesting way to play this is to watch corn prices, which has been under pressure in the last few months.
integrated mines
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0 comments
Potash and some of the agriculture commodities have come off on the theme of the China slowdown. Expected to be under pressure for the next few years. An interesting way to play this is to watch corn prices, which has been under pressure in the last few months.
integrated mines
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$90.850
Owned Owned
Yes

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BUY
Royal Bank(RY-T) 

July 5, 2010

Missed its quarter saw analysts took their targets lower so the bank lost its premium royalty. Fairly good value here. 4% dividend yield. May be a soft quarter coming up.
banks
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0 comments
Missed its quarter saw analysts took their targets lower so the bank lost its premium royalty. Fairly good value here. 4% dividend yield. May be a soft quarter coming up.
banks
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$51.150
Owned Owned
Yes

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COMMENT
Put up some decent numbers but the multiple keeps compressing. Viewed as a levered play on equity markets and there are concerns about more equity issues to keep ratios in line. For safety go to Royal Bank (RY-T) but for a leverage play on the market you can go to this one.
insurance
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0 comments
Put up some decent numbers but the multiple keeps compressing. Viewed as a levered play on equity markets and there are concerns about more equity issues to keep ratios in line. For safety go to Royal Bank (RY-T) but for a leverage play on the market you can go to this one.
insurance
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Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$15.260
Owned Owned
Yes

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COMMENT
Visa Inc.(V-N) 

July 5, 2010

Been under pressure recently because of possible Congress regulations on interest charges, which could affect growth. Put up some good quarters, so probably a fairly good, long-term Buy but you get exposure to the US financial sector and US consumer.
other services
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Been under pressure recently because of possible Congress regulations on interest charges, which could affect growth. Put up some good quarters, so probably a fairly good, long-term Buy but you get exposure to the US financial sector and US consumer.
other services
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$73.180
Owned Owned
No

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PAST TOP PICK
Viterra Inc(VT-T) 

July 5, 2010

(A Top Pick July 22/09. Down 22%.)
agriculture
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0 comments
(A Top Pick July 22/09. Down 22%.)
agriculture
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Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$7.010
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick July 22/09. Up 16.21%.)
oil/gas
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0 comments
(A Top Pick July 22/09. Up 16.21%.)
oil/gas
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$34.010
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick July 22/09. Up 103.4%.) Locked in his gains.
metal mines
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0 comments
(A Top Pick July 22/09. Up 103.4%.) Locked in his gains.
metal mines
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$19.500
Owned Owned
No

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TOP PICK
BlackBerry(BB-T) 

July 5, 2010

Last few quarters have been OK but have been late getting some products out and the street has lost all confidence in management. Trading under 8X earnings. If they execute and get some of their new products out in the 2nd half of the year, get confidence back on their operating system, and it should get back closer to the market multiple.
electrical/electronic
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0 comments
Last few quarters have been OK but have been late getting some products out and the street has lost all confidence in management. Trading under 8X earnings. If they execute and get some of their new products out in the 2nd half of the year, get confidence back on their operating system, and it should get back closer to the market multiple.
electrical/electronic
0 0 0 0 0
0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$51.690
Owned Owned
Yes

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TOP PICK
Intel(INTC-Q) 

July 5, 2010

Good, safe play on the global tech story. Trading at under 10X earnings and has a 3.5% dividend yield. A lot of the CapX has been done so margins should expand over the next few years. Good play on global technology growth.
electrical/electronic
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0 comments
Good, safe play on the global tech story. Trading at under 10X earnings and has a 3.5% dividend yield. A lot of the CapX has been done so margins should expand over the next few years. Good play on global technology growth.
electrical/electronic
0 0 0 0 0
0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$19.200
Owned Owned
Yes

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TOP PICK
Dollarama Inc.(DOL-T) 

July 5, 2010

Dollarama Canadian stores. Non-resource growth company. Not a lot of competition. Their core is in Ontario and Quebec and are working on growing out West.
Consumer Products
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0 comments
Dollarama Canadian stores. Non-resource growth company. Not a lot of competition. Their core is in Ontario and Quebec and are working on growing out West.
Consumer Products
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$24.200
Owned Owned
Yes

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BUY
Walmart Inc(WMT-N) 

July 5, 2010

A play on a lower demographic area and should benefit in slower times.
department stores
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0 comments
A play on a lower demographic area and should benefit in slower times.
department stores
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0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$48.000
Owned Owned
No

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