Stock Opinions by Christine Horoyski - Stockchase Experts
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Christine Horoyski @

On Stockchase since : Apr 2009

VP of Fixed Income at Aurion Capital Management

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Stock Opinions by Christine Horoyski - Stockchase Experts

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General Market Comment 

February 22, 2010

How the governments rescued the global credit crisis has come home to roust as sovereign debt problems. This will be a test of the market’s willingness to assume risk. The risk appetite in Canada has returned to the bond market. Spreads are approaching near normal conditions.
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How the governments rescued the global credit crisis has come home to roust as sovereign debt problems. This will be a test of the market’s willingness to assume risk. The risk appetite in Canada has returned to the bond market. Spreads are approaching near normal conditions.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
Owned Owned
Unknown

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SELL
Zero to negative total return this year expected.
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Zero to negative total return this year expected.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$29.320
Owned Owned
Unknown

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General Market Comment 

February 22, 2010

Canadian Banks. For some banks, the common is actually higher than the bond, which concerns her – is there a dividend cut coming (unlikely). It’s a case of how profitable the US banks will be with the new rules.
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Canadian Banks. For some banks, the common is actually higher than the bond, which concerns her – is there a dividend cut coming (unlikely). It’s a case of how profitable the US banks will be with the new rules.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
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Unknown

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General Market Comment 

February 22, 2010

Bond fund managers are looking to avoid those parts of the yield curve that will be hurt the worst with the anticipated interest rate increases.
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Bond fund managers are looking to avoid those parts of the yield curve that will be hurt the worst with the anticipated interest rate increases.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
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Unknown

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TOP PICK
General Market Comment 

February 22, 2010

Morgan Staley senior 2/23/2017, 4.9%. Almost 2% more than equivalent Canadian bond. They are a leader in the financial services market. Changes in the financial industry will actually be helpful to bond holders.
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Morgan Staley senior 2/23/2017, 4.9%. Almost 2% more than equivalent Canadian bond. They are a leader in the financial services market. Changes in the financial industry will actually be helpful to bond holders.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
Owned Owned
Yes

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General Market Comment 

February 22, 2010

Rates are rising in 10-year gov’t of Canada bonds. She likes the 7-10 year range. Corporate bonds offer 1-2% above these. A bond portfolio will look like the yield of the portfolio at the end of the year [I think she means no capital gain/loss]. Short-term bonds will likely decline.
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Rates are rising in 10-year gov’t of Canada bonds. She likes the 7-10 year range. Corporate bonds offer 1-2% above these. A bond portfolio will look like the yield of the portfolio at the end of the year [I think she means no capital gain/loss]. Short-term bonds will likely decline.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
Owned Owned
Unknown

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TOP PICK
General Market Comment 

February 22, 2010

GTAA 4.85% 6/1/2017. An infrastructure bond. They are not-for-profit and pass costs on to the airlines. This issue should see an improvement in their revenues if you believe the economy is bottoming and starting to improve.
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GTAA 4.85% 6/1/2017. An infrastructure bond. They are not-for-profit and pass costs on to the airlines. This issue should see an improvement in their revenues if you believe the economy is bottoming and starting to improve.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
Owned Owned
Yes

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BUY
Passive ETF. It is the broad corporate universe. More interest-rate sensitivity, but higher yield.
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Passive ETF. It is the broad corporate universe. More interest-rate sensitivity, but higher yield.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$20.470
Owned Owned
Unknown

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BUY
Passive ETF. Laddered 1-5 year bonds, equally. Lower yield and less interest rate sensitivity.
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Passive ETF. Laddered 1-5 year bonds, equally. Lower yield and less interest rate sensitivity.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$20.860
Owned Owned
Unknown

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PAST TOP PICK
General Market Comment 

February 22, 2010

(Top Pick Apr 13/09, Up 8.4%) Wells Fargo 4.45% maturing Feb 28/11. Achieved the returns she expected and sold them.
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(Top Pick Apr 13/09, Up 8.4%) Wells Fargo 4.45% maturing Feb 28/11. Achieved the returns she expected and sold them.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
Owned Owned
No

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PAST TOP PICK
Bank of Montreal(BMO-T) 

February 22, 2010

(Top Pick Apr 13/09, Up 30.5%) Bank of Montreal Capital Trust 10.221% maturing Dec 31/18.
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(Top Pick Apr 13/09, Up 30.5%) Bank of Montreal Capital Trust 10.221% maturing Dec 31/18.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$55.100
Owned Owned
Yes

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PAST TOP PICK
General Market Comment 

February 22, 2010

(Top Pick Apr 13/09, Up 9.4%) Government of Canada Real Return Bonds. 4% maturing Dec 1/31. . Achieved the returns she expected and sold them.
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(Top Pick Apr 13/09, Up 9.4%) Government of Canada Real Return Bonds. 4% maturing Dec 1/31. . Achieved the returns she expected and sold them.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$0.020
Owned Owned
No

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TOP PICK
This is down the risk spectrum so you get paid for taking on the risk (8-9%). This has a shorter term to maturity. They do not withhold tax. It’s an attractive asset space.
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This is down the risk spectrum so you get paid for taking on the risk (8-9%). This has a shorter term to maturity. They do not withhold tax. It’s an attractive asset space.
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$19.720
Owned Owned
Yes

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COMMENT
An active portfolio manager. (She is also an active portfolio manager so this is her competition. Why not deal with her instead? Bill.)
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An active portfolio manager. (She is also an active portfolio manager so this is her competition. Why not deal with her instead? Bill.)
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$11.210
Owned Owned
No

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DON'T BUY
An ETF that is designed to track the index of the US high yield market. The yield is anywhere from 9% to 10%. There is also currency risk attached to this because it is in US$. You have interest rate volatility and credit risk associated with it along with a currency risk. You are better off with a very strong fixed income active manager.
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An ETF that is designed to track the index of the US high yield market. The yield is anywhere from 9% to 10%. There is also currency risk attached to this because it is in US$. You have interest rate volatility and credit risk associated with it along with a currency risk. You are better off with a very strong fixed income active manager.
E.T.F.'s
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Christine Horoy

VP of Fixe, Aurion Capital Manag...

Price Price
$83.100
Owned Owned
Unknown

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