Stock Opinions by Fred Sturm - Stockchase Experts
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110
Fred Sturm

On Stockchase since : Feb 2001

Chief Investment Strategist at Mackenzie Financial (Resource and Precious Metals)

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Stock Opinions by Fred Sturm - Stockchase Experts

Signal Opinion Expert Chart
DON'T BUY
Expecting a moderation in energy prices, so either have a long term view or be very careful in the short term. Small caps have been trading at trust-like valuations. Have been bid up too high. Feels seniors are better value.
oil/gas
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0 comments
Expecting a moderation in energy prices, so either have a long term view or be very careful in the short term. Small caps have been trading at trust-like valuations. Have been bid up too high. Feels seniors are better value.
oil/gas
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$4.460
Owned Owned
No

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BUY
Goldcorp Inc(G-T) 

June 22, 2005

Feels that resources, and gold in particular, will be in a long term cycle. Gold is starting to show its true value in various currencies. This stock is a reasonable marker.
precious metals
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0 comments
Feels that resources, and gold in particular, will be in a long term cycle. Gold is starting to show its true value in various currencies. This stock is a reasonable marker.
precious metals
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$19.070
Owned Owned
Unknown

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DON'T BUY
Sold out of his position about a year ago when it was suspected they would not be able to find a buyer of their assets.
oil/gas
0 0 0 0 0
0 comments
Sold out of his position about a year ago when it was suspected they would not be able to find a buyer of their assets.
oil/gas
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$7.760
Owned Owned
No

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BUY
UTS Energy(UTS-T) 

June 22, 2005

A very interesting asset base that has much higher value into the next decade. Doing well and finding partners. There will be implementation risks. It's early on in the game and is trading at discounted valuations. At a reasonable price.
oil/gas
0 0 0 0 0
0 comments
A very interesting asset base that has much higher value into the next decade. Doing well and finding partners. There will be implementation risks. It's early on in the game and is trading at discounted valuations. At a reasonable price.
oil/gas
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$2.570
Owned Owned
No

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BUY
Precision Drilling(PD-T) 

June 22, 2005

The energy services sector still has many years of opportunity ahead. Believes that a full valuation for the company, post all of its restructuring, is still 15% higher than current. Will require some patience.
oil/gas field services
0 0 0 0 0
0 comments
The energy services sector still has many years of opportunity ahead. Believes that a full valuation for the company, post all of its restructuring, is still 15% higher than current. Will require some patience.
oil/gas field services
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$49.400
Owned Owned
Yes

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BUY
Great West Lifeco(GWO-T) 

June 22, 2005

An industry that's generating very high return on equity. The insurance sector is a very good long term hold. Should go higher over time.
insurance
0 0 0 0 0
0 comments
An industry that's generating very high return on equity. The insurance sector is a very good long term hold. Should go higher over time.
insurance
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$27.950
Owned Owned
No

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HOLD
Business outlook for them is very strong. The rigs are in high demand. Doing tremendously well and the stock has reflected some of that opportunity, so he wouldn't expect a super charged return period without the price of oil charging much higher from here.
oil/gas field services
0 0 0 0 0
0 comments
Business outlook for them is very strong. The rigs are in high demand. Doing tremendously well and the stock has reflected some of that opportunity, so he wouldn't expect a super charged return period without the price of oil charging much higher from here.
oil/gas field services
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$31.970
Owned Owned
Yes

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HOLD
Miramar(MAE-T) 

June 22, 2005

Will probably take some time for them to get their permitting in place, but they will overcome the challenges. Share price has come back a lot. A reflection of the gold industry. A tough business.
precious metals
0 0 0 0 0
0 comments
Will probably take some time for them to get their permitting in place, but they will overcome the challenges. Share price has come back a lot. A reflection of the gold industry. A tough business.
precious metals
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$1.230
Owned Owned
Unknown

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PAST TOP PICK
Patheon(PTI-T) 

June 22, 2005

(A Top Pick Jan 14/05. Down 8.5%.) Still likes.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
(A Top Pick Jan 14/05. Down 8.5%.) Still likes.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$9.150
Owned Owned
Yes

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TOP PICK
(A Top Pick Jan 14/05. Up 10%.) High returns on investments. Well managed. Growth opportunities around the world.
insurance
0 0 0 0 0
0 comments
(A Top Pick Jan 14/05. Up 10%.) High returns on investments. Well managed. Growth opportunities around the world.
insurance
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$60.380
Owned Owned
Yes

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TOP PICK
(A Top Pick Jan 14/05. Up 7%.) Looking for higher gold prices and this is an anchor for the world's best. Profitable with growth opportunities. Trades at reasonable valuation to net asset value.
precious metals
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0 comments
(A Top Pick Jan 14/05. Up 7%.) Looking for higher gold prices and this is an anchor for the world's best. Profitable with growth opportunities. Trades at reasonable valuation to net asset value.
precious metals
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$23.020
Owned Owned
Yes

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BUY on WEAKNESS
Talisman Energy(TLM-T) 

June 22, 2005

One of the companies that is at the relative outperformance at the company level. A little cautious on the entire oil sector. Expect there will be a pull back on share prices.
oil/gas
0 0 0 0 0
0 comments
One of the companies that is at the relative outperformance at the company level. A little cautious on the entire oil sector. Expect there will be a pull back on share prices.
oil/gas
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$47.370
Owned Owned
Unknown

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BUY
Still a cheap stock. Feels there are still some catalysts that it will go through. Feels they will find value through trusting of operations. There is a feeling that the Australian/New Zealand operations are not growing as had been hoped, so the company might have to go through a period were it's quiet.
Broadcasting
0 0 0 0 0
0 comments
Still a cheap stock. Feels there are still some catalysts that it will go through. Feels they will find value through trusting of operations. There is a feeling that the Australian/New Zealand operations are not growing as had been hoped, so the company might have to go through a period were it's quiet.
Broadcasting
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$13.890
Owned Owned
Yes

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BUY
General Electric(GE-N) 

June 22, 2005

Feels they are seeing the challenge of the energy space going forward and are moving into many different areas and geographical spaces to take advantage of future prospects. High return. Well run. Good long term hold. Moderate valuations.
electrical/electronic
0 0 0 0 0
0 comments
Feels they are seeing the challenge of the energy space going forward and are moving into many different areas and geographical spaces to take advantage of future prospects. High return. Well run. Good long term hold. Moderate valuations.
electrical/electronic
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$35.720
Owned Owned
Yes

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DON'T BUY
Comes into the health care theme that he thinks will be dominate into the next 10 years. Not his favourite way to participate.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Comes into the health care theme that he thinks will be dominate into the next 10 years. Not his favourite way to participate.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Fred Sturm

Chief Inve, Mackenzie Financial ...

Price Price
$17.290
Owned Owned
No

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