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Stock Opinions by Linda Shick

N/A
She is an asset allocator. It is important to have a diversity of assets in the portfolio. She looks more at the value side of stocks, especially dividend stocks. So many people are chasing yield that it can be a bit over priced. There aren’t a lot of yield producing securities. The banks aren’t going to be in apposition to increase dividends. MFC might increase somewhere down the road.
Unknown
TOP PICK
She likes it for both growth and yield. One of the larger players in the Syncrude project. When they convert they should maintain their distribution. Offers good growth and you get paid to wait. They are a little bit new at dealing with the environmental aspects of oil sands.
oil / gas
TOP PICK
Going to convert to a REIT. Their vacancy is stabilizing. Very good free cash flow. Going to look for acretive possibilities going forward.
property mngmnt / investment
TOP PICK
Likes the share price. Has been buying it for along time. Good exposure to telecom and utilities. Good diversified play.
E.T.F.'s
DON'T BUY
Reaching the top part of its history
Mining
WEAK BUY
Has been accumulating it for some time. Dividend is good support for the support. A pretty good run recently. We are not going to get to where it was when the pension plan was bidding for it. For a cash flow producer and good business metrics, she likes the stock. She likes Rogers more now.
telephone utilities
DON'T BUY
Dividend would have to shrink 30% when they convert to a corp. Would not own it for yield, but BCE might look to privatize it.
Utilities
BUY
Good long-term story. Going through a bit of issue with the Petro can assets. Problem with facilities and fires. It will take some time to sort this out. It will eventually go back up. Integration of Petrocan may take a while to sort out and it is the catalyst.
integrated oils
BUY
Good international platform. They provisioned a lot for this exposure and it weighed down in the stock. Mexico has contributed good year or year increases in earnings.
banks
DON'T BUY
Best part of this stock is the attractive dividend. Problems will continue. Payout ratio is very high – funded through debt. Not a lot of upside on this stock.
electrical / electronic
BUY
Recently increased dividend. Low risk business assets. In process of purchasing some can west assets and it may be good for them. Allows for growth and increase in dividend.
Cable
BUY
Likes it. Trades at low valuation. Got reduced in price due to competition from smaller carriers. Is introducing a new browser and if it works will be a catalyst for growth.
electrical / electronic
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