Stock Opinions by Jonathen Wellum, B. Comm, B. Sc - Stockchase Experts
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Jonathen Wellum, B. Comm, B. Sc @

On Stockchase since : Nov 2000

Chief Executive Officer at AIC Limited

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Jonathen Wellum, B. Comm, B. Sc Latest Top Picks...

Stock Opinions by Jonathen Wellum, B. Comm, B. Sc - Stockchase Experts

Signal Opinion Expert Chart
BUY
A leading laboratory and diagnostic business. Less susceptible to changes that could occur in the health sector in the US. Very profitable with a lot of free cash flow. Very defensive.
medical services
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A leading laboratory and diagnostic business. Less susceptible to changes that could occur in the health sector in the US. Very profitable with a lot of free cash flow. Very defensive.
medical services
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0 comments
Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$55.870
Owned Owned
Yes

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TOP PICK
This is a business that has strong long-term secular growth because of the pharmacy. They are also doing a wonderful job on the up-front side of the business. Margins are going up. There are aggressively growing their square footage by about 10% a year.
specialty stores
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0 comments
This is a business that has strong long-term secular growth because of the pharmacy. They are also doing a wonderful job on the up-front side of the business. Margins are going up. There are aggressively growing their square footage by about 10% a year.
specialty stores
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$52.050
Owned Owned
Yes

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COMMENT
Numbers just released were pretty good. Starting to get on track. Not out of the woods. Have a lot of brand equity in the President's Choice, location, real estate, etc.
food stores
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0 comments
Numbers just released were pretty good. Starting to get on track. Not out of the woods. Have a lot of brand equity in the President's Choice, location, real estate, etc.
food stores
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$51.500
Owned Owned
Yes

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BUY
Home Depot(HD-N) 

July 26, 2007

There is pressure in the housing market, but is largely contained to aggressive lending. This company has a wonderful franchise. If you have a longer-term view, they are a great long-term business. Generates exceptional amount of free cash flow. Buying back stock.
specialty stores
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0 comments
There is pressure in the housing market, but is largely contained to aggressive lending. This company has a wonderful franchise. If you have a longer-term view, they are a great long-term business. Generates exceptional amount of free cash flow. Buying back stock.
specialty stores
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$37.300
Owned Owned
Yes

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COMMENT
Metlife(MET-N) 

July 26, 2007

On his watch list. Likes the space. Good long-term demographics to support it.
insurance
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0 comments
On his watch list. Likes the space. Good long-term demographics to support it.
insurance
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0 comments
Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$61.300
Owned Owned
No

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TOP PICK
Most of their business is in the US so have had currency headwinds. Have great databases. Stock has come off because of the Reuters acquisition. Feels this transaction is going to add further value to the stock.
publishing/printing
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0 comments
Most of their business is in the US so have had currency headwinds. Have great databases. Stock has come off because of the Reuters acquisition. Feels this transaction is going to add further value to the stock.
publishing/printing
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$44.710
Owned Owned
Yes

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COMMENT
Morgan Stanley(MS-N) 

July 26, 2007

Have done a wonderful job of building their business. Prefers Merill Lynch (MER-N). Dollar cost average when buying these stocks during this intense volatility.
investment companies/funds
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0 comments
Have done a wonderful job of building their business. Prefers Merill Lynch (MER-N). Dollar cost average when buying these stocks during this intense volatility.
investment companies/funds
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$64.500
Owned Owned
Yes

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COMMENT
Very powerful retail brand franchise, much stronger than Morgan Stanley (MS-N) and much more conservative. Dollar cost average when buying these stocks during this intense mortality.
investment companies/funds
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0 comments
Very powerful retail brand franchise, much stronger than Morgan Stanley (MS-N) and much more conservative. Dollar cost average when buying these stocks during this intense mortality.
investment companies/funds
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$75.880
Owned Owned
Yes

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DON'T BUY
Whenever there seems to be a problem, there seems to be an inordinate amount of exposure at this bank. New CEO has made huge strides in de-leveraging the business.
banks
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Whenever there seems to be a problem, there seems to be an inordinate amount of exposure at this bank. New CEO has made huge strides in de-leveraging the business.
banks
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$92.370
Owned Owned
No

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BUY
Barclays Bank PLC(BCS-N) 

July 26, 2007

Has a very strong history. A diversified business. Well managed. Valuations on British banks and are trading at a discount to Canadian banks.
banks
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Has a very strong history. A diversified business. Well managed. Valuations on British banks and are trading at a discount to Canadian banks.
banks
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$56.060
Owned Owned
Yes

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HOLD
UBS AG(UBS-N) 

July 26, 2007

This is a powerful asset management company. It taps into a lot of the petro $’s. A lot of Arab money flows up in that direction. It won't be able to grow at the level that it has over the last few years.
banks
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0 comments
This is a powerful asset management company. It taps into a lot of the petro $’s. A lot of Arab money flows up in that direction. It won't be able to grow at the level that it has over the last few years.
banks
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0 comments
Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$54.380
Owned Owned
Unknown

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TOP PICK
A good example of a very well run company in terms of astuteness and capital management. Good global diversification.
insurance
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A good example of a very well run company in terms of astuteness and capital management. Good global diversification.
insurance
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$39.140
Owned Owned
Yes

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COMMENT
A play on aerospace which is in a good cycle right now. A risky business and not an easy one. A short-term investment.
transportation equip & components
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0 comments
A play on aerospace which is in a good cycle right now. A risky business and not an easy one. A short-term investment.
transportation equip & components
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$6.330
Owned Owned
No

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TOP PICK
FedEx(FDX-N) 

February 9, 2007

Companies like this, United Parcel (UPS-N) and DHL continue to control a larger and larger portion of goods around the world. This one has a huge global imprint. A good way to play the retail market. 15 X earnings. Big cash flow generator.
Transportation
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0 comments
Companies like this, United Parcel (UPS-N) and DHL continue to control a larger and larger portion of goods around the world. This one has a huge global imprint. A good way to play the retail market. 15 X earnings. Big cash flow generator.
Transportation
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$113.390
Owned Owned
Yes

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TOP PICK
Laboratory testing. The leader in the United States. Fits in well with demographics and growth in diagnostic testing. Recently lost a contract with United Health, which took the stock down 20%. Good price. Great long-term position.
medical services
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0 comments
Laboratory testing. The leader in the United States. Fits in well with demographics and growth in diagnostic testing. Recently lost a contract with United Health, which took the stock down 20%. Good price. Great long-term position.
medical services
0 0 0 0 0
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$52.190
Owned Owned
Yes

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