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Ian Nakamoto
Director of Research at MacDougall, MacDougall & MacTier
Member since: Oct '00 · 745 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Ian Nakamoto
BUY
Any of the large Canadian banks are good to buy on a pullback. This is the most international of all Canadian banks.
banks
$51.200
Owned
TOP PICK
The replacement costs of all of their assets would be $90 to $100US. Could be a takeover.
chemicals
SELL
Either they had production problems or reserve problems. Would stay away from any company that has problems.
precious metals
BUY
Has a dominant franchise in Canada.
banks
BUY
Has a 30% interest Fort Hills heavy oil project. Believes they will be taken out by Petrocan (PCA-T) or a major company. An excellent play on the oil sands.
oil / gas
PARTIAL BUY
Has been out of favour, but has skyrocketed in the last 3 or 4 months. Wouldn't aggressively buy at this point.
integrated oils
DON'T BUY
Trying to move into better credit control and risk aversion but feel they still have some credit problems. The measure of volatility is much higher in this bank than others.
banks
DON'T BUY
If you believe in the agricultural sector this would be one to own. Prefers Agrium (AGU-T).
integrated mines
TOP PICK
One of Canada's great companies. Assets include Great West Life (GWO-T), IGM Financial (IGM-T), Canada Life, London Life and recently acquired Putnam. Well diversified financial service company.
finance / leasing
BUY
11% yield. Expected to reach $10 in a year.
other services
BUY
4.5% yield. Thinks the sub prime concerns are overdone for most of the big financials in the US.
banks
SELL
Trying to merge with Bowater (BOW-N), but both companies have operating losses.
east coast forestry
TOP PICK
Has a broadly based commodity exposure. Base metal sector looks very attractive and has several more years to go.
Mining
BUY
Since BCE (BCE-T) is going to disappear, some of that money will float into the different communication companies such as this one.
Cable
BUY
One of the leaders in diversified communication needs such as cable, wireless, telephone video, etc. Expect BCE money will float into the different communication companies.
telephone utilities
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