Stock Opinions by Eric Bushell - Stockchase Experts
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144
Eric Bushell

On Stockchase since : Nov 2000

Portfolio Manager at C.I. Dividend Equity Fund

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Eric Bushell Latest Top Picks...

Stock Opinions by Eric Bushell - Stockchase Experts

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BUY
Had decent production growth in '05. Intermediate to long term they have solid production growth opportunities through their Horizon project in the Oil Sands. There's a broad global audience for this stock. Valuations are quite cheap.
oil/gas
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0 comments
Had decent production growth in '05. Intermediate to long term they have solid production growth opportunities through their Horizon project in the Oil Sands. There's a broad global audience for this stock. Valuations are quite cheap.
oil/gas
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$50.000
Owned Owned
No

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BUY
Canadian Oil Sands(COS-T) 

January 6, 2005

An extrordinary long reserve life. Production growth. Continually bringing down operating costs. If you are bullish on energy, having a position in this is very sensible.
oil/gas
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0 comments
An extrordinary long reserve life. Production growth. Continually bringing down operating costs. If you are bullish on energy, having a position in this is very sensible.
oil/gas
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0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$63.440
Owned Owned
Unknown

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PAST TOP PICK
Cameco Corporation(CCO-T) 

January 6, 2005

(A Top Pick May 28/03. Up 200%.) A nuclear rebirth is taking place. The stake they have in the Bruce Nuclear facility gives them leverage in Ontario into a rising power price market. Has had a huge run, so they are more cautious on it at this price. Would like at it $5 or so lower.
integrated mines
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0 comments
(A Top Pick May 28/03. Up 200%.) A nuclear rebirth is taking place. The stake they have in the Bruce Nuclear facility gives them leverage in Ontario into a rising power price market. Has had a huge run, so they are more cautious on it at this price. Would like at it $5 or so lower.
integrated mines
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Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$39.500
Owned Owned
Yes

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BUY
DuPont(DD-N) 

January 6, 2005

Believes we are in a strong extended chemical cycle. On the agricultural side of their business they have a very strong position and there has been a very strong demand growth. On commodity chemicals, they have managed capacity growth to make sure capacity stays tight.
chemicals
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Believes we are in a strong extended chemical cycle. On the agricultural side of their business they have a very strong position and there has been a very strong demand growth. On commodity chemicals, they have managed capacity growth to make sure capacity stays tight.
chemicals
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$47.410
Owned Owned
Yes

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BUY
Exelon Corp(EXC-N) 

January 6, 2005

A decent dividend yield. Excellently run company.
electrical/electronic
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0 comments
A decent dividend yield. Excellently run company.
electrical/electronic
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$42.460
Owned Owned
Unknown

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BUY
CitiGroup(C-N) 

January 6, 2005

Trading at 11 X '05 earnings. Continues to take share in investment banking. Good value.
insurance
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0 comments
Trading at 11 X '05 earnings. Continues to take share in investment banking. Good value.
insurance
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$48.930
Owned Owned
Unknown

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BUY
ConocoPhillips(COP-N) 

January 6, 2005

Their refining business is very interesting. Lots of upgrading.
integrated oils
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0 comments
Their refining business is very interesting. Lots of upgrading.
integrated oils
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$85.400
Owned Owned
Unknown

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PAST TOP PICK
Royal Group Tech.(RYG-T) 

January 6, 2005

(A Top Pick May 28/03. Up 33%.) Sold long ago. It was bottom feeding on a broken down company.
misc consumer products
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0 comments
(A Top Pick May 28/03. Up 33%.) Sold long ago. It was bottom feeding on a broken down company.
misc consumer products
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$12.050
Owned Owned
No

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PAST TOP PICK
HCA Inc(HCA-N) 

January 6, 2005

(A Top Pick May 28/03. Up 18%.) When the economy went into a downturn, they got out.
medical services
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0 comments
(A Top Pick May 28/03. Up 18%.) When the economy went into a downturn, they got out.
medical services
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$39.500
Owned Owned
No

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TOP PICK
Precision Drilling(PD-T) 

January 6, 2005

Western Canadian decline rates are getting steeper and steeper, so more wells have to be drilled just to keep production flat. Utilization rates are high and are going to go higher. Rig rates are high. Made a very timely acquisition of a rig fleet. Also a potential to become an income trust.
oil/gas field services
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0 comments
Western Canadian decline rates are getting steeper and steeper, so more wells have to be drilled just to keep production flat. Utilization rates are high and are going to go higher. Rig rates are high. Made a very timely acquisition of a rig fleet. Also a potential to become an income trust.
oil/gas field services
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$75.000
Owned Owned
Yes

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TOP PICK
Matalurgical coal and copper have been big wins for them, and yet to come is zinc which they feel will be in strong demand. China is bringing on the largest amount of galvanized steel mills that may have ever been brought on in such a concentrated time frame.
precious metals
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0 comments
Matalurgical coal and copper have been big wins for them, and yet to come is zinc which they feel will be in strong demand. China is bringing on the largest amount of galvanized steel mills that may have ever been brought on in such a concentrated time frame.
precious metals
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$33.750
Owned Owned
Yes

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TOP PICK
Canadian Pacific Rail(CP-T) 

January 6, 2005

Thinks there's a long term revaluation taking place in rails. A lot of outsourced products will be coming in from China and will be handled by rail. There's volume and pricing growth and thinks that earnings are going to surprise.
Transportation
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0 comments
Thinks there's a long term revaluation taking place in rails. A lot of outsourced products will be coming in from China and will be handled by rail. There's volume and pricing growth and thinks that earnings are going to surprise.
Transportation
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$39.830
Owned Owned
Yes

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DON'T BUY
General Market Comment 

January 6, 2005

In an extended secular upswing for metals pricing because of 1) the surge in demand and 2) because of the uptick in global production rates. But the big moves in the metal prices are now done which takes a way the froth and excitement. Not enamoured with Noranda's assets.
0 0 0 0 0
0 comments
In an extended secular upswing for metals pricing because of 1) the surge in demand and 2) because of the uptick in global production rates. But the big moves in the metal prices are now done which takes a way the froth and excitement. Not enamoured with Noranda's assets.
Unknown
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$20.250
Owned Owned
No

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WEAK BUY
3.85% yield. Better return than on a Canada Savings Bond. The balance sheet position is fairly robust. It looks like their end markets are improving.
transportation equip & components
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0 comments
3.85% yield. Better return than on a Canada Savings Bond. The balance sheet position is fairly robust. It looks like their end markets are improving.
transportation equip & components
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$14.850
Owned Owned
No

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WEAK BUY
BCE Inc.(BCE-T) 

January 6, 2005

Moving up, because investors are looking for safety. 4 1/2% yield is very attractive. As a growth telecom play, it is less interesting because of competition.
telephone utilities
0 0 0 0 0
0 comments
Moving up, because investors are looking for safety. 4 1/2% yield is very attractive. As a growth telecom play, it is less interesting because of competition.
telephone utilities
0 0 0 0 0
0 comments
Eric Bushell

Portfolio , C.I. Dividend Equity...

Price Price
$29.970
Owned Owned
Yes

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