Stock Opinions by Michael Brown - Stockchase Experts
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Michael Brown

On Stockchase since : Mar 2009

Portfolio Manager at Inhance Investment Management

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Stock Opinions by Michael Brown - Stockchase Experts

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DON'T BUY
Bank of America(BAC-N) 

March 4, 2009

Fallen below its $4 support. Too many unknowns with the Merrill Lynch acquisition. Any of the Canadian banks, especially Royal Bank (RY-T) or Bank of Nova Scotia (BNS-T), would be better investment choices if you want to be in financials.
banks
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Fallen below its $4 support. Too many unknowns with the Merrill Lynch acquisition. Any of the Canadian banks, especially Royal Bank (RY-T) or Bank of Nova Scotia (BNS-T), would be better investment choices if you want to be in financials.
banks
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$3.590
Owned Owned
No

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SELL
Sunopta Inc.(SOY-T) 

March 4, 2009

There was a lot of uncertainty in terms of the ethanol business and had really stretched the on their core mandate. Consider switching into a larger cap names such as General Mills (GIS-N) that still has significant organic presence but offers a dividend yield, free cash flow and more secure balance sheet.
INDUSTRIAL PRODUCTS
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There was a lot of uncertainty in terms of the ethanol business and had really stretched the on their core mandate. Consider switching into a larger cap names such as General Mills (GIS-N) that still has significant organic presence but offers a dividend yield, free cash flow and more secure balance sheet.
INDUSTRIAL PRODUCTS
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$1.250
Owned Owned
No

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BUY
General Mills(GIS-N) 

March 4, 2009

Significant organic presence. Dividend yield, free cash flow and secure balance sheet.
food processing
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Significant organic presence. Dividend yield, free cash flow and secure balance sheet.
food processing
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$51.360
Owned Owned
Yes

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COMMENT
With the new US administration and the new greening of Canada, there is a lot of growth in the wind industry. Coming off a small base so the growth prospects are good for the next few years. In the current market environment, you can invest in much more established companies with secure prospects as opposed to this one. Very speculative.
oil/gas
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With the new US administration and the new greening of Canada, there is a lot of growth in the wind industry. Coming off a small base so the growth prospects are good for the next few years. In the current market environment, you can invest in much more established companies with secure prospects as opposed to this one. Very speculative.
oil/gas
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$0.430
Owned Owned
Unknown

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BUY on WEAKNESS
Visa Inc.(V-N) 

March 4, 2009

The unique concept of this company is that it is not actually exposed to the credit card debt but only on the payment transaction. Has had a significant run year-to-date but would recommend buying closer to $50.
other services
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0 comments
The unique concept of this company is that it is not actually exposed to the credit card debt but only on the payment transaction. Has had a significant run year-to-date but would recommend buying closer to $50.
other services
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0 comments
Michael Brown

Portfolio , Inhance Investment M...

Price Price
$55.290
Owned Owned
Yes

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DON'T BUY
Have recently been selling energy assets off to France. Has a troubled balance sheet and has cut its dividend once. There are better places to put your money.
electrical utilities
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0 comments
Have recently been selling energy assets off to France. Has a troubled balance sheet and has cut its dividend once. There are better places to put your money.
electrical utilities
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$16.890
Owned Owned
No

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COMMENT
Nexen Inc(NXY-T) 

March 4, 2009

Quite favourable on their sustainability activities. Have participated in reporting on their carbon emissions and taking steps to reduce it.
oil/gas
0 0 0 0 0
0 comments
Quite favourable on their sustainability activities. Have participated in reporting on their carbon emissions and taking steps to reduce it.
oil/gas
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$17.100
Owned Owned
Yes

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DON'T BUY
Would look at Suncor (SU-T) in terms of being the leader in environmental reporting and practices. This one is on his disqualified list.
oil/gas
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0 comments
Would look at Suncor (SU-T) in terms of being the leader in environmental reporting and practices. This one is on his disqualified list.
oil/gas
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$20.500
Owned Owned
No

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BUY
Suncor Energy Inc(SU-T) 

March 4, 2009

A leader in environmental reporting and practices. They do land reclamation and building wind farms to help offset emissions in their operations. Also looking at carbon capture and sequestration.
integrated oils
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A leader in environmental reporting and practices. They do land reclamation and building wind farms to help offset emissions in their operations. Also looking at carbon capture and sequestration.
integrated oils
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$26.990
Owned Owned
Yes

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DON'T BUY
On his disqualified list. Would look at Suncor (SU-T) in terms of being the leader in environmental reporting and practices.
oil/gas
0 0 0 0 0
0 comments
On his disqualified list. Would look at Suncor (SU-T) in terms of being the leader in environmental reporting and practices.
oil/gas
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0 comments
Michael Brown

Portfolio , Inhance Investment M...

Price Price
$38.540
Owned Owned
No

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COMMENT
Had changed their practices on his company's recommendations so they now qualify for his fund.
integrated mines
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0 comments
Had changed their practices on his company's recommendations so they now qualify for his fund.
integrated mines
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$95.700
Owned Owned
Yes

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COMMENT
Kinross Gold(K-T) 

March 4, 2009

Leader in the gold industry in terms of progressive practices. Also has one of the better growth profiles in terms of gold companies. Driver behind gold is either a hedge against inflation or against chaos. Currently there is a lot of chaos, which explains the rally in gold.
precious metals
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0 comments
Leader in the gold industry in terms of progressive practices. Also has one of the better growth profiles in terms of gold companies. Driver behind gold is either a hedge against inflation or against chaos. Currently there is a lot of chaos, which explains the rally in gold.
precious metals
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$19.800
Owned Owned
Yes

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TOP PICK
Has grown about 30% in the last 10 years and is projected at 20% a year going forward. Trading at 10X with a 4% yield. One of the largest companies in China so many flowing in will tend to go here.
Telecommunications
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Has grown about 30% in the last 10 years and is projected at 20% a year going forward. Trading at 10X with a 4% yield. One of the largest companies in China so many flowing in will tend to go here.
Telecommunications
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0 comments
Michael Brown

Portfolio , Inhance Investment M...

Price Price
$44.340
Owned Owned
Yes

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TOP PICK
Ecolab Inc.(ECL-N) 

March 4, 2009

A leader in industrial cleaning products for hospitals, schools, hotels, restaurants, etc. Has had a steady record of recession resistant earnings growth. Strong balance sheet and good free cash flow generation. Currently trading close to its November lows, the lowest multiple in the last 10 years.
contractors
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A leader in industrial cleaning products for hospitals, schools, hotels, restaurants, etc. Has had a steady record of recession resistant earnings growth. Strong balance sheet and good free cash flow generation. Currently trading close to its November lows, the lowest multiple in the last 10 years.
contractors
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$30.770
Owned Owned
Yes

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TOP PICK
Madrid exchange. Largest producer of renewable power (wind) globally. The #1 player in Spain and the UK and #2 in the US. From 2007 to 2008 they increased wind production by 71%. The conservative target going forward is 30% a year.
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Madrid exchange. Largest producer of renewable power (wind) globally. The #1 player in Spain and the UK and #2 in the US. From 2007 to 2008 they increased wind production by 71%. The conservative target going forward is 30% a year.
0
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Michael Brown

Portfolio , Inhance Investment M...

Price Price
$0.010
Owned Owned
Yes

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