Stock Opinions by Dean Smith - Stockchase Experts
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Dean Smith

On Stockchase since : Aug 2009

VP & Associate Portfolio Manager at Gluskin Sheff and Associates

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Stock Opinions by Dean Smith - Stockchase Experts

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BUY
2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over.
management/diversified
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2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over.
management/diversified
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0 comments
Dean Smith

VP & Assoc, Gluskin Sheff and As...

Price Price
$20.290
Owned Owned
Yes

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COMMENT
General Market Comment 

August 12, 2009

Greater Toronto Airport bonds 6.5% expiring 2029. That’s a long duration, which will have a negative impact on the price. Keep you duration short on corporate bonds.
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Greater Toronto Airport bonds 6.5% expiring 2029. That’s a long duration, which will have a negative impact on the price. Keep you duration short on corporate bonds.
Unknown
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Dean Smith

VP & Assoc, Gluskin Sheff and As...

Price Price
$0.020
Owned Owned
Yes

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TOP PICK
Thomson Reuters Corp(TRI-T) 

August 12, 2009

6% bond maturing March 31/16. (This is one of the longest durations they have in the portfolio.) Likes corporations with reasonably predictable cash flows.
publishing/printing
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6% bond maturing March 31/16. (This is one of the longest durations they have in the portfolio.) Likes corporations with reasonably predictable cash flows.
publishing/printing
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Dean Smith

VP & Assoc, Gluskin Sheff and As...

Price Price
$36.030
Owned Owned
Yes

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TOP PICK
6.5% bond maturing June 2/14. Very stable company and was recently upgraded to BBB. Have enough cash flow to cover the interest 6.5 times.
Cable
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6.5% bond maturing June 2/14. Very stable company and was recently upgraded to BBB. Have enough cash flow to cover the interest 6.5 times.
Cable
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Dean Smith

VP & Assoc, Gluskin Sheff and As...

Price Price
$18.250
Owned Owned
Yes

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BUY
Bank of Montreal(BMO-T) 

August 12, 2009

Bonds. Views on this bank are increasingly positive as time goes on. A good one would be 5.2% due 2012. Subordinated debt.
banks
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Bonds. Views on this bank are increasingly positive as time goes on. A good one would be 5.2% due 2012. Subordinated debt.
banks
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Dean Smith

VP & Assoc, Gluskin Sheff and As...

Price Price
$50.830
Owned Owned
Unknown

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