Stock Opinions by Philip Doyle - Stockchase Experts
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Philip Doyle

On Stockchase since : Dec 2009

Portfolio Manager at Artemis Investment Management

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Philip Doyle Latest Top Picks...

Stock Opinions by Philip Doyle - Stockchase Experts

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TOP PICK
Trading at a discount to Canadian National (CNR-T) on a number of metrics. Interesting way to play recovery in volume in bulk, particularly grain and coal. Management has committed to lowering costs. Sold off recently.
Transportation
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Trading at a discount to Canadian National (CNR-T) on a number of metrics. Interesting way to play recovery in volume in bulk, particularly grain and coal. Management has committed to lowering costs. Sold off recently.
Transportation
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$62.400
Owned Owned
Yes

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TOP PICK
Kinross Gold(K-T) 

March 29, 2011

Stock has suffered he thinks because of the Redback purchase. 63 million ounces so looks cheaper than all the other majors, except fo Barrick (ABX-T). Could have further discoveries in some of their less expored properties.
precious metals
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Stock has suffered he thinks because of the Redback purchase. 63 million ounces so looks cheaper than all the other majors, except fo Barrick (ABX-T). Could have further discoveries in some of their less expored properties.
precious metals
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$14.940
Owned Owned
Yes

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TOP PICK
Microsoft(MSFT-Q) 

March 29, 2011

Feels the company is under appreciated. With all the focus on wireless, mobile and the Cloud, market has overlooked the fact that the whole back office of all those areas are going to be running desktops that are going to run on Windows servers. Pays 9.5X next year’s earnings.
computer software/processing
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Feels the company is under appreciated. With all the focus on wireless, mobile and the Cloud, market has overlooked the fact that the whole back office of all those areas are going to be running desktops that are going to run on Windows servers. Pays 9.5X next year’s earnings.
computer software/processing
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$25.490
Owned Owned
Yes

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DON'T BUY
Comex Copper Bull+ ETF. There is a strong story for copper demand however calling the direction of a volatile commodity in the short term is a difficult game. This ETF with the double leverage applied to it becomes highly volatile. Best for short term focused traders. Would prefer Claymore Broad Commodity ETF (CBR-T).
E.T.F.'s
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Comex Copper Bull+ ETF. There is a strong story for copper demand however calling the direction of a volatile commodity in the short term is a difficult game. This ETF with the double leverage applied to it becomes highly volatile. Best for short term focused traders. Would prefer Claymore Broad Commodity ETF (CBR-T).
E.T.F.'s
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$18.810
Owned Owned
Unknown

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DON'T BUY
Uranium One Inc.(UUU-T) 

March 29, 2011

Highly leveraged to uranium prices. He prefers the more established and more profitable players such as Cameco (CCO-T). He would hold fire until the nuclear situation in Japan clarifies itself. As long as the news flow is as negative as it has been, it will be difficult for projects to continue to go ahead.
non-base metal mining
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Highly leveraged to uranium prices. He prefers the more established and more profitable players such as Cameco (CCO-T). He would hold fire until the nuclear situation in Japan clarifies itself. As long as the news flow is as negative as it has been, it will be difficult for projects to continue to go ahead.
non-base metal mining
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$3.760
Owned Owned
No

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BUY on WEAKNESS
All banks are a tricky call right now. Interesting with its exposure to western Canada. A smaller bank so may have more limited growth compared to the majors. He would wait and watch the banks and pick them up as they come down a little. They are pretty much trading at fair value right now.
banks
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All banks are a tricky call right now. Interesting with its exposure to western Canada. A smaller bank so may have more limited growth compared to the majors. He would wait and watch the banks and pick them up as they come down a little. They are pretty much trading at fair value right now.
banks
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$30.800
Owned Owned
Unknown

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COMMENT
Global Infrastructure ETF. Convenient way to get access to the global infrastructure theme, especially as it ties into emerging markets and global growth. 45% is US and 30% is Europe so he would prefer the PowerShare Emerging Market Infrastructure ETF (PXR-N) or iShares MSCI Emerging Mrkts Financial (EMFN-Q).
E.T.F.'s
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Global Infrastructure ETF. Convenient way to get access to the global infrastructure theme, especially as it ties into emerging markets and global growth. 45% is US and 30% is Europe so he would prefer the PowerShare Emerging Market Infrastructure ETF (PXR-N) or iShares MSCI Emerging Mrkts Financial (EMFN-Q).
E.T.F.'s
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$17.230
Owned Owned
Unknown

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BUY
Volatility is probably due to the broad market as opposed to anything specific to the company. Cheap compared to its peers because of past operational issues. Has started to nibble on this one as the price has come down. Likes copper.
metal mines
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Volatility is probably due to the broad market as opposed to anything specific to the company. Cheap compared to its peers because of past operational issues. Has started to nibble on this one as the price has come down. Likes copper.
metal mines
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$13.200
Owned Owned
Yes

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BUY
General Market Comment 

March 29, 2011

Gold. Not a gold bug but if there is ever a time to hold gold, this may well be it. Recently governments have started to aggressively print money. (See Top Picks.)
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Gold. Not a gold bug but if there is ever a time to hold gold, this may well be it. Recently governments have started to aggressively print money. (See Top Picks.)
Unknown
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$0.020
Owned Owned
Yes

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COMMENT
General Market Comment 

March 29, 2011

Shorting Bonds. Good strategy? In Canada you would look at HBP US 30 Year Bond Bear+ ETF (HTD-T). This is effectively creating Short exposures to instruments that pay coupons so you have to cover them. You would hold this for a relatively short period of time.
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Shorting Bonds. Good strategy? In Canada you would look at HBP US 30 Year Bond Bear+ ETF (HTD-T). This is effectively creating Short exposures to instruments that pay coupons so you have to cover them. You would hold this for a relatively short period of time.
Unknown
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Puda Coal Inc(PUDA-A) 

March 29, 2011

Has been nibbling on this one. Very interesting story. Chinese government has decided to clean up the coal industry and this company now has access to go into coal mining versus just washing coal as in the past. Very strong balance sheet and very strong cash flow.
other mines
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Has been nibbling on this one. Very interesting story. Chinese government has decided to clean up the coal industry and this company now has access to go into coal mining versus just washing coal as in the past. Very strong balance sheet and very strong cash flow.
other mines
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$11.860
Owned Owned
Yes

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PAST TOP PICK
Aimia(AIM-T) 

March 29, 2011

(A Top Pick Dec 18/09. Up 27.9%.)
other services
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0 comments
(A Top Pick Dec 18/09. Up 27.9%.)
other services
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$12.950
Owned Owned
Unknown

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PAST TOP PICK
Suncor Energy Inc(SU-T) 

March 29, 2011

(A Top Pick Dec 18/09. Up 20.24%.)
integrated oils
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(A Top Pick Dec 18/09. Up 20.24%.)
integrated oils
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$43.200
Owned Owned
Unknown

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PAST TOP PICK
TransCanada Corp(TRP-T) 

March 29, 2011

(A Top Pick Dec 18/09. Up 14.81%.)
oil/gas pipelines
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(A Top Pick Dec 18/09. Up 14.81%.)
oil/gas pipelines
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Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$38.780
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Feb 5/10. Up 8.5%.) Closed end fund that holds a portfolio managed by a fixed income manager known for expertise in high yield. Overlay this with a macro perspective of interest rates, currency and credit to manage risks. About 6.5% distribution.
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(A Top Pick Feb 5/10. Up 8.5%.) Closed end fund that holds a portfolio managed by a fixed income manager known for expertise in high yield. Overlay this with a macro perspective of interest rates, currency and credit to manage risks. About 6.5% distribution.
0
0 1 0 0 0
0 comments
Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$11.000
Owned Owned
Yes

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