Stock Opinions by Pierre Bernard - Stockchase Experts
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283
Pierre Bernard

On Stockchase since : Feb 2001

Vice President of Canadian Equities at Industrial Alliance Fund Management

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Pierre Bernard Latest Top Picks...

Stock Opinions by Pierre Bernard - Stockchase Experts

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TOP PICK
Great company. There have been improvements in margins, all-time high in order books and improving their debt. Possibly start paying dividends because of their large cash flow.
transportation equip & components
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Great company. There have been improvements in margins, all-time high in order books and improving their debt. Possibly start paying dividends because of their large cash flow.
transportation equip & components
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$7.400
Owned Owned
Yes

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TOP PICK
BlackBerry(BB-T) 

May 21, 2008

Even though he is not a momentum person, this is a momentum play. Likes the business model and how they have installed their subscriber base globally. Penetration rate for this type of product is very interesting. Likes to buy on weakness.
electrical/electronic
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0 comments
Even though he is not a momentum person, this is a momentum play. Likes the business model and how they have installed their subscriber base globally. Penetration rate for this type of product is very interesting. Likes to buy on weakness.
electrical/electronic
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$131.180
Owned Owned
Yes

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TOP PICK
Encana Corp(ECA-T) 

May 21, 2008

Talking of splitting into 2 companies. Oil and natural gas, which will make them stronger. He likes this.
oil/gas
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0 comments
Talking of splitting into 2 companies. Oil and natural gas, which will make them stronger. He likes this.
oil/gas
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0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$93.610
Owned Owned
Yes

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PAST TOP PICK
Alcan Aluminum(AL-T) 

May 21, 2008

(A Top Pick Nov 23/05. Up 130% at the point that Rio Tinto (RTP-N) acquired it.
integrated mines
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0 comments
(A Top Pick Nov 23/05. Up 130% at the point that Rio Tinto (RTP-N) acquired it.
integrated mines
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0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$97.500
Owned Owned
No

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PAST TOP PICK
(A Top Pick Nov 23/05. Up 53% at the point it was acquired.)
lodging
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0 comments
(A Top Pick Nov 23/05. Up 53% at the point it was acquired.)
lodging
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0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$90.720
Owned Owned
No

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PAST TOP PICK
(A Top Pick Nov 23/05. Down 6%.) Still likes.
Cable
0 0 0 0 0
0 comments
(A Top Pick Nov 23/05. Down 6%.) Still likes.
Cable
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$20.500
Owned Owned
Yes

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BUY
Alcoa(AA-N) 

May 21, 2008

Good benchmark of what you need to do if you believe in worldwide growth.
non-base metal mining
0 0 0 0 0
0 comments
Good benchmark of what you need to do if you believe in worldwide growth.
non-base metal mining
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$41.700
Owned Owned
Unknown

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PARTIAL SELL
Talisman Energy(TLM-T) 

May 21, 2008

If he owned, he would lighten up at this time. There are still question marks on this company. New management has been pretty clear on what they intend to do with the company. There are uncertainties around their plans.
oil/gas
0 0 0 0 0
0 comments
If he owned, he would lighten up at this time. There are still question marks on this company. New management has been pretty clear on what they intend to do with the company. There are uncertainties around their plans.
oil/gas
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$23.650
Owned Owned
No

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BUY
Saputo Inc.(SAP-T) 

May 21, 2008

Would recommend holding this is a core position in your portfolio. This is one that he would not trade. Very impressed with the performance of this company.
food processing
0 0 0 0 0
0 comments
Would recommend holding this is a core position in your portfolio. This is one that he would not trade. Very impressed with the performance of this company.
food processing
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0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$25.750
Owned Owned
Unknown

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BUY
Kinross Gold(K-T) 

May 21, 2008

Gold prices are too low and holding it acts as an insurance policy in your portfolio. This company should benefit when they go up.
precious metals
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0 comments
Gold prices are too low and holding it acts as an insurance policy in your portfolio. This company should benefit when they go up.
precious metals
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0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$21.040
Owned Owned
Unknown

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SELL
Q: - Why is it selling at 22X earnings versus Petro Canada (PCA-T) at 8X earnings? A: - Because of quality of assets and their oil sands reserves as well as the results by both companies and the perception by investors. He feels that now is the time to be selling energy stocks, which would include both of these companies.
integrated oils
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0 comments
Q: - Why is it selling at 22X earnings versus Petro Canada (PCA-T) at 8X earnings? A: - Because of quality of assets and their oil sands reserves as well as the results by both companies and the perception by investors. He feels that now is the time to be selling energy stocks, which would include both of these companies.
integrated oils
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$70.980
Owned Owned
Unknown

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BUY
BCE Inc.(BCE-T) 

May 21, 2008

He assumes that the deal has a probability of success greater than 50% at $42.75. There could be glitches such as postponements, re-pricing or cancellation. If the latter, price could drop to $26 but would eventually recover to its true value of $32.
telephone utilities
0 0 0 0 0
0 comments
He assumes that the deal has a probability of success greater than 50% at $42.75. There could be glitches such as postponements, re-pricing or cancellation. If the latter, price could drop to $26 but would eventually recover to its true value of $32.
telephone utilities
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$37.120
Owned Owned
Yes

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COMMENT
Telus Corp(T-T) 

May 21, 2008

Increase in stock relies on many factors including wireless business, where the Source license will go and also what happens to Bell Canada (BCE-T). If the BCE deal goes through, what will the new management have on the telecom landscape.
telephone utilities
0 0 0 0 0
0 comments
Increase in stock relies on many factors including wireless business, where the Source license will go and also what happens to Bell Canada (BCE-T). If the BCE deal goes through, what will the new management have on the telecom landscape.
telephone utilities
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$47.920
Owned Owned
Unknown

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BUY
Trading at 40X forward earnings and 3.3X price to book. Price/earnings on this type of company is not as important as others because it is a portfolio of activities. The company has done great things. A core holding you should have in your portfolio. 1.5% dividend yield.
management/diversified
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Trading at 40X forward earnings and 3.3X price to book. Price/earnings on this type of company is not as important as others because it is a portfolio of activities. The company has done great things. A core holding you should have in your portfolio. 1.5% dividend yield.
management/diversified
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$34.870
Owned Owned
Unknown

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BUY
CGI Group (A)(GIB.A-T) 

May 21, 2008

Very attractive at the current price especially in this environment where there is a fight between Hewlett-Packard (HP-N) and IBM (IBM-N). Generates good cash flow.
consulting
0 0 0 0 0
0 comments
Very attractive at the current price especially in this environment where there is a fight between Hewlett-Packard (HP-N) and IBM (IBM-N). Generates good cash flow.
consulting
0 0 0 0 0
0 comments
Pierre Bernard

Vice Presi, Industrial Alliance ...

Price Price
$10.250
Owned Owned
Unknown

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