Stock Opinions by Marc-Andre Robitaille - Stockchase Experts
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Marc-Andre Robitaille

On Stockchase since : Apr 2009

President at Robitaille Asset Management

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Stock Opinions by Marc-Andre Robitaille - Stockchase Experts

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COMMENT
General Market Comment 

April 15, 2009

His investment style is growth at a reasonable price. Canadian dividend but not preferred shares. Bank CEOs are pretty vocal that they wont cut their dividends. Thinks the worst is over in the markets. Market acted aggressively, perhaps a little two aggressively since March lows. Stay away from the volatile stocks.
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His investment style is growth at a reasonable price. Canadian dividend but not preferred shares. Bank CEOs are pretty vocal that they wont cut their dividends. Thinks the worst is over in the markets. Market acted aggressively, perhaps a little two aggressively since March lows. Stay away from the volatile stocks.
Unknown
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$0.020
Owned Owned
Unknown

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TOP PICK
Has reinstated its dividend and is very good. Delivering better than expected results for 10 quarters.
transportation equip & components
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Has reinstated its dividend and is very good. Delivering better than expected results for 10 quarters.
transportation equip & components
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$3.480
Owned Owned
Yes

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VAGUE
8.3% dividend. Stock had a good run recently. Likes company but they have a big exposure to US real estate market, however it is trading at a big discount to its US piers. Fairly save dividend until at least 2010 unless economy deteriorates after 2010.
property mngmnt/investment
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8.3% dividend. Stock had a good run recently. Likes company but they have a big exposure to US real estate market, however it is trading at a big discount to its US piers. Fairly save dividend until at least 2010 unless economy deteriorates after 2010.
property mngmnt/investment
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$8.410
Owned Owned
Yes

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BUY
Likes it. Has very good management and delivering decent growth and has decent growth. He prefers dividend to distributions. Doesn’t see reasons why they would cut the dividend.
property mngmnt/investment
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Likes it. Has very good management and delivering decent growth and has decent growth. He prefers dividend to distributions. Doesn’t see reasons why they would cut the dividend.
property mngmnt/investment
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0 comments
Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$16.000
Owned Owned
Yes

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TOP PICK
Husky Energy(HSE-T) 

April 15, 2009

Highest yielding common stock in energies in Canada. History of returning cash to shareholders. For numerous years they have paid special dividends, although not last year. Low debt to equities. Biggest risk is the commodity price.
oil/gas
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Highest yielding common stock in energies in Canada. History of returning cash to shareholders. For numerous years they have paid special dividends, although not last year. Low debt to equities. Biggest risk is the commodity price.
oil/gas
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$29.080
Owned Owned
Yes

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HOLD
Offers less downside than more growth oriented telcos. Dividend is safe, but not as much upside appreciation. It’s defensive.
telephone utilities
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Offers less downside than more growth oriented telcos. Dividend is safe, but not as much upside appreciation. It’s defensive.
telephone utilities
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$31.730
Owned Owned
Yes

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DON'T BUY
Manulife Financial(MFC-T) 

April 15, 2009

Took profits after the 100% run up. Prefers risk/return of banks over lifecos. Viewed right now as a play on the market. In the short term the run-up might have been a little overdone.
insurance
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Took profits after the 100% run up. Prefers risk/return of banks over lifecos. Viewed right now as a play on the market. In the short term the run-up might have been a little overdone.
insurance
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$19.220
Owned Owned
No

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WAIT
Likes because of Quebec exposure and no US and limited western Canada exposure. Quebec’s economy seems to be more resilient. Yield is in line with piers but better earnings momentum and ROE.
banks
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Likes because of Quebec exposure and no US and limited western Canada exposure. Quebec’s economy seems to be more resilient. Yield is in line with piers but better earnings momentum and ROE.
banks
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$43.760
Owned Owned
Yes

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WAIT
Transalta Corp(TA-T) 

April 15, 2009

Raised dividend as expected by market. Was under phenomenal pressure compared to piers. Dividend is safe and he lives the yield. Wait for earnings before buying.
electrical/electronic
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Raised dividend as expected by market. Was under phenomenal pressure compared to piers. Dividend is safe and he lives the yield. Wait for earnings before buying.
electrical/electronic
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$18.760
Owned Owned
Yes

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BUY
TransCanada Corp(TRP-T) 

April 15, 2009

Prefers to Embridge. Nicest growth profile and more clear. Likes yield and thinks it is safe.
oil/gas pipelines
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Prefers to Embridge. Nicest growth profile and more clear. Likes yield and thinks it is safe.
oil/gas pipelines
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Marc-Andre Rob

President, Robitaille Asset Man...

Price Price
$29.700
Owned Owned
Yes

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