Stock Opinions by Shauna Sexsmith - Stockchase Experts
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Shauna Sexsmith

On Stockchase since : Nov 2000

Vice President and Senior Portfolio Manager at MFC Global Investment Management

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Shauna Sexsmith Latest Top Picks...

Stock Opinions by Shauna Sexsmith - Stockchase Experts

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BUY
Toronto Dominion(TD-T) 

September 8, 2009

Just reported a fairly decent quarter. Been building its business on the US retail side that offers them opportunity, as well as some risk. Likes this but her favourite is Bank of Nova Scotia (BNS-T). (See Top Picks.)
banks
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Just reported a fairly decent quarter. Been building its business on the US retail side that offers them opportunity, as well as some risk. Likes this but her favourite is Bank of Nova Scotia (BNS-T). (See Top Picks.)
banks
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0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$67.380
Owned Owned
Yes

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DON'T BUY
Encana Corp(ECA-T) 

September 8, 2009

You have every right to be concerned about this because of the natural gas prices. At the end of the last recession, 2001-2002, natural gas bottomed around $2 and we are currently at $2.74. Despite global growth/Chinese demand, natural gas is purely a domestic commodity. We need economic recovery and increase in industrial production to drive natural gas demand.
oil/gas
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0 comments
You have every right to be concerned about this because of the natural gas prices. At the end of the last recession, 2001-2002, natural gas bottomed around $2 and we are currently at $2.74. Despite global growth/Chinese demand, natural gas is purely a domestic commodity. We need economic recovery and increase in industrial production to drive natural gas demand.
oil/gas
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0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$56.980
Owned Owned
Yes

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BUY
Canadian Natural Rsrcs(CNQ-T) 

September 8, 2009

Has everything from oil sands to Canadian Western conventional to N. Sea to offshore West Africa. Great production and cash flow growth. Cheap.
oil/gas
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Has everything from oil sands to Canadian Western conventional to N. Sea to offshore West Africa. Great production and cash flow growth. Cheap.
oil/gas
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Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$65.700
Owned Owned
Yes

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COMMENT
Kinross Gold(K-T) 

September 8, 2009

Gold. Impressive production growth over the last number of years from 1.6 million ounces to about 2.4 million ounces. Have good projects that will be coming on stream after 2013 but until that time it has limited scope for production growth. Great stock longer-term but not for short-term production growth. (See Top Picks.)
precious metals
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Gold. Impressive production growth over the last number of years from 1.6 million ounces to about 2.4 million ounces. Have good projects that will be coming on stream after 2013 but until that time it has limited scope for production growth. Great stock longer-term but not for short-term production growth. (See Top Picks.)
precious metals
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Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$23.580
Owned Owned
Yes

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BUY
Agrium(AGU-T) 

September 8, 2009

Likes this with or without the C.F. Industry acquisition. Undervalued relative to Potash (POT-T) by 20%-30% on NAV and about half the PE multiple. Thinks they will eventually acquire C. F. Industry.
chemicals
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Likes this with or without the C.F. Industry acquisition. Undervalued relative to Potash (POT-T) by 20%-30% on NAV and about half the PE multiple. Thinks they will eventually acquire C. F. Industry.
chemicals
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Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$54.880
Owned Owned
Yes

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COMMENT
Royal Bank(RY-T) 

September 8, 2009

Largest bank in Canada but has some US assets that cause some concern. Had a great quarter because of vote 50% of their revenues came from trading. Has the best ROE in the business. Strong franchise but the shares are priced to reflect that. (See Top Picks.)
banks
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Largest bank in Canada but has some US assets that cause some concern. Had a great quarter because of vote 50% of their revenues came from trading. Has the best ROE in the business. Strong franchise but the shares are priced to reflect that. (See Top Picks.)
banks
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Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$56.840
Owned Owned
Yes

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BUY
BlackBerry(BB-T) 

September 8, 2009

Have been growing earnings over 20% a year and is expected to continue this over the next 2 to 3 years. Trading at a 15X forward multiple. When the PE is lower than the growth rate, that is a Buy signal for growth managers.
electrical/electronic
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Have been growing earnings over 20% a year and is expected to continue this over the next 2 to 3 years. Trading at a 15X forward multiple. When the PE is lower than the growth rate, that is a Buy signal for growth managers.
electrical/electronic
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0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$85.600
Owned Owned
Yes

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HOLD
Bombardier Inc (B)(BBD.B-T) 

September 8, 2009

Had a pretty good quarter considering the environment we are in. Margins on the transportation side have been steadily improving. Balance sheet is in pretty good shape and have enough liquidity to manage this economic downturn. Economic environment has to improve for order numbers to pick up.
transportation equip & components
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0 comments
Had a pretty good quarter considering the environment we are in. Margins on the transportation side have been steadily improving. Balance sheet is in pretty good shape and have enough liquidity to manage this economic downturn. Economic environment has to improve for order numbers to pick up.
transportation equip & components
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0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$4.640
Owned Owned
Yes

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HOLD
Finning Int(FTT-T) 

September 8, 2009

Largest global dealer in Caterpillar equipment. While diversified base including oil sands, South American dealerships in the UK. Good, solid, economic recovery kind of story.
wholesale distributors
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Largest global dealer in Caterpillar equipment. While diversified base including oil sands, South American dealerships in the UK. Good, solid, economic recovery kind of story.
wholesale distributors
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Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$16.900
Owned Owned
Yes

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TOP PICK
Excellent production growth. Largest landholder in the Bakken area with phenomenal production growth. Just acquired a private company (Wave Energy) that increases its land position. 90% of its production is light oil. Add on pullbacks.
oil/gas
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Excellent production growth. Largest landholder in the Bakken area with phenomenal production growth. Just acquired a private company (Wave Energy) that increases its land position. 90% of its production is light oil. Add on pullbacks.
oil/gas
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0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$36.950
Owned Owned
Yes

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TOP PICK
Eldorado Gold(ELD-T) 

September 8, 2009

Best growth prospects going forward. Has done extremely well in Turkey. More products in the pipeline than most other gold producers. Recently acquired Sino-Gold giving them lots of exploration potential in China.
precious metals
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Best growth prospects going forward. Has done extremely well in Turkey. More products in the pipeline than most other gold producers. Recently acquired Sino-Gold giving them lots of exploration potential in China.
precious metals
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0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$12.150
Owned Owned
Yes

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TOP PICK
Bank of Nova Scotia(BNS-T) 

September 8, 2009

Of all the banks, it has the best exposure outside of Canada. Latin America is an underdeveloped market in terms of financial services. ROE of about 19%. Strong Tier 1 capital ratios.
banks
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Of all the banks, it has the best exposure outside of Canada. Latin America is an underdeveloped market in terms of financial services. ROE of about 19%. Strong Tier 1 capital ratios.
banks
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Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$44.830
Owned Owned
Yes

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COMMENT
Royal Bank(RY-T) 

August 26, 2008

With a 5-year time horizon, you are fine with any of the banks. This one has moer issues with the US with its bigger exposure. Caught in the same issues as all global financials. Credit crunch is impacting balance sheets. Probably more write-downs to come. Earnings growth is going to be pretty tough.
banks
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With a 5-year time horizon, you are fine with any of the banks. This one has moer issues with the US with its bigger exposure. Caught in the same issues as all global financials. Credit crunch is impacting balance sheets. Probably more write-downs to come. Earnings growth is going to be pretty tough.
banks
0 0 0 0 0
0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$44.130
Owned Owned
Yes

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COMMENT
General Market Comment 

August 26, 2008

US$: It is having a rally in a bear market. Been in a downtrend for 2.5 years against the euro, Cdn$ and other currencies. Still have twin deficits and the credit crisis. Doubts the US Federal Reserve is going to raise interest rates given the fragility of the financial system. Also has inflationary pressure.
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US$: It is having a rally in a bear market. Been in a downtrend for 2.5 years against the euro, Cdn$ and other currencies. Still have twin deficits and the credit crisis. Doubts the US Federal Reserve is going to raise interest rates given the fragility of the financial system. Also has inflationary pressure.
Unknown
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0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$0.020
Owned Owned
Unknown

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WEAK BUY
Yamana Gold Inc.(YRI-T) 

August 26, 2008

Junior that has emerged into an intermediate and wants to be a senior. Been making acquisitions and putting it together but still has to prove itself execution wise. OK if you own in a basket of gold stocks. Prefers Goldcorp (G-T), Agnico Eagle (AEM-T) or Barrick (ABX-T).
precious metals
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Junior that has emerged into an intermediate and wants to be a senior. Been making acquisitions and putting it together but still has to prove itself execution wise. OK if you own in a basket of gold stocks. Prefers Goldcorp (G-T), Agnico Eagle (AEM-T) or Barrick (ABX-T).
precious metals
0 0 0 0 0
0 comments
Shauna Sexsmith

Vice Presi, MFC Global Investmen...

Price Price
$11.220
Owned Owned
Yes

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