Stock Opinions by Mark Jackson, CFA - Stockchase Experts
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Mark Jackson, CFA @

On Stockchase since : Mar 2001

President and Chief Investment Officer at Aegon Capital Management Inc.

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Stock Opinions by Mark Jackson, CFA - Stockchase Experts

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HOLD
Still thinks there's potential. Payout ratio is about 170% which cannot be sustained without a cut. Also had a one time charge of $2 million which would have left the payout ratio at 128% which is still too high. Have enough to sustain distributions for one or two quarters and hopefully improve their margins.
wholesale distributors
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Still thinks there's potential. Payout ratio is about 170% which cannot be sustained without a cut. Also had a one time charge of $2 million which would have left the payout ratio at 128% which is still too high. Have enough to sustain distributions for one or two quarters and hopefully improve their margins.
wholesale distributors
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Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$3.310
Owned Owned
Yes

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WEAK BUY
Exxon Mobil(XOM-N) 

November 15, 2005

Have $5 US cash and this could be turned back in the form of a dividend or stock buy back. Will probably use some of it for exploration. All the big oil companies have a lot of cash on hand now. Would rather look to something like Encana (ECA-T) which has more leverage to gas.
integrated oils
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Have $5 US cash and this could be turned back in the form of a dividend or stock buy back. Will probably use some of it for exploration. All the big oil companies have a lot of cash on hand now. Would rather look to something like Encana (ECA-T) which has more leverage to gas.
integrated oils
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$56.430
Owned Owned
No

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TOP PICK
Falconbridge Ltd(FAL-T) 

November 15, 2005

Likes the company on its own, but it's also being in the midst of a takover. Really likes the Inco (N-T) Falconbridge combination in terms of cost savings. Creates a fairly large Canadian nickel producer which could be a potential take out target. Also thinks there's potential upside in commodity price.
integrated mines
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Likes the company on its own, but it's also being in the midst of a takover. Really likes the Inco (N-T) Falconbridge combination in terms of cost savings. Creates a fairly large Canadian nickel producer which could be a potential take out target. Also thinks there's potential upside in commodity price.
integrated mines
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Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$35.450
Owned Owned
Yes

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DON'T BUY
Coca-Cola Company(KO-N) 

November 15, 2005

Q: What is the potential for them in India? A: They have been in that market for some time already, so you are not going to see additional marginal growth. There are better ways to get exposure on a China/India play.
food processing
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Q: What is the potential for them in India? A: They have been in that market for some time already, so you are not going to see additional marginal growth. There are better ways to get exposure on a China/India play.
food processing
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$42.460
Owned Owned
No

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WEAK BUY
Glamis Gold(GLG-T-X) 

November 15, 2005

Not a gold bug. Likes some golds here. From a macro perspective he is looking at inflation being a little bit more of a problem going forward, so this might be a good time to own some gold. This company is OK, but he would prefer Goldcorp (G-T).
precious metals
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Not a gold bug. Likes some golds here. From a macro perspective he is looking at inflation being a little bit more of a problem going forward, so this might be a good time to own some gold. This company is OK, but he would prefer Goldcorp (G-T).
precious metals
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Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$25.870
Owned Owned
No

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TOP PICK
Toronto Dominion(TD-T) 

November 15, 2005

There is still opportunities for them to grow. Has strong US expansion opportunities. Has best year over year growth going forward. Looking at 15% (including dividend?) over the next year.
banks
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There is still opportunities for them to grow. Has strong US expansion opportunities. Has best year over year growth going forward. Looking at 15% (including dividend?) over the next year.
banks
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Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$58.090
Owned Owned
Yes

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SELL
Intact Financial(IFC-T) 

November 15, 2005

Not a fan of the property/casualty business because it's very cyclical and a very competitive market place where margins can get squeezed very quickly. They are probably at their best profitability that they've seen for some time and it's likely to turn down.
insurance
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Not a fan of the property/casualty business because it's very cyclical and a very competitive market place where margins can get squeezed very quickly. They are probably at their best profitability that they've seen for some time and it's likely to turn down.
insurance
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Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$45.150
Owned Owned
No

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WAIT
Valeant Pharmaceuticals(VRX-T) 

November 15, 2005

Has ahd a very good move in the last couple of months with fairly good announcements and the stock has had a step up in terms of valuation. Wouldn't chase it here, but would wait for a little bit of weakness in the price.
Consumer Products
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Has ahd a very good move in the last couple of months with fairly good announcements and the stock has had a step up in terms of valuation. Wouldn't chase it here, but would wait for a little bit of weakness in the price.
Consumer Products
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$31.870
Owned Owned
No

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DON'T BUY
IBM(IBM-N) 

November 15, 2005

Struggling for growth in the technology space in the US. Very difficult for it to maintain the margins that it had, Would prefer Cisco (CSCO-Q)which is trading at a fairly attractive valuation.
electrical/electronic
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Struggling for growth in the technology space in the US. Very difficult for it to maintain the margins that it had, Would prefer Cisco (CSCO-Q)which is trading at a fairly attractive valuation.
electrical/electronic
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Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$85.530
Owned Owned
No

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BUY
Cisco(CSCO-Q) 

November 15, 2005

Trading at a fairly attractive valuation. Well positioned in its market and has a lot more upside.
electrical/electronic
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0 comments
Trading at a fairly attractive valuation. Well positioned in its market and has a lot more upside.
electrical/electronic
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$17.270
Owned Owned
Yes

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BUY
Niko Resources(NKO-T) 

November 15, 2005

The international oils have all been under significant pressure over the last while. It's due to a couple of things. 1) The international risk, although this company has done fairly well there and 2) the leverage to oil price. If you think the oil will move up again, it will be a good one to own.
oil/gas
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The international oils have all been under significant pressure over the last while. It's due to a couple of things. 1) The international risk, although this company has done fairly well there and 2) the leverage to oil price. If you think the oil will move up again, it will be a good one to own.
oil/gas
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$40.650
Owned Owned
No

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DON'T BUY
Alcan Aluminum(AL-T) 

November 15, 2005

The aluminum commodity looks fairly strong here and inventories have been shrinking. Have seen very good price performance from the underlying metal. Had a good quarter, but before buying would like to see another quarter from them.
integrated mines
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0 comments
The aluminum commodity looks fairly strong here and inventories have been shrinking. Have seen very good price performance from the underlying metal. Had a good quarter, but before buying would like to see another quarter from them.
integrated mines
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$41.500
Owned Owned
No

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TOP PICK
Shoppers Drug Mart Corp(SC-T) 

November 15, 2005

Has been a great solid story for him. Delivering great front store sales. Same store sales growth has been 5 to 5.5%. Margins have been improving. It's hard to find good growth names in the Canadian market. You can be fairly sure that management will continue to execute.
specialty stores
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Has been a great solid story for him. Delivering great front store sales. Same store sales growth has been 5 to 5.5%. Margins have been improving. It's hard to find good growth names in the Canadian market. You can be fairly sure that management will continue to execute.
specialty stores
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$40.260
Owned Owned
Yes

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BUY
Suncor Energy Inc(SU-T) 

November 15, 2005

Its 3 to 5 year horizon is probably going to be higher just from the fact of continue growth through the oil sands.
integrated oils
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0 comments
Its 3 to 5 year horizon is probably going to be higher just from the fact of continue growth through the oil sands.
integrated oils
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0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$63.490
Owned Owned
No

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BUY
Petro-Canada(PCA-T) 

November 15, 2005

Oils have seen some fairly good pull backs across the board. Likes this one for its growth potential and its oil sands. Will continue to be able to grow production. Still good upside here.
integrated oils
0 0 0 0 0
0 comments
Oils have seen some fairly good pull backs across the board. Likes this one for its growth potential and its oil sands. Will continue to be able to grow production. Still good upside here.
integrated oils
0 0 0 0 0
0 comments
Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$41.030
Owned Owned
Yes

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