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Fred Sturm

Fred Sturm

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

Member since: Feb '01 · 110 Opinions

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1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Fred Sturm

DON'T BUY

Bellatrix Exploration Ltd.(BXE-T)

Jun 22, 2005
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.
Fred SturmFred Sturm
No
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$4.460

Stock price when the opinion was issued

oil gas
BUY

Augusta Gold(G-T)

Jun 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.
Fred SturmFred Sturm
Unknown
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$19.070

Stock price when the opinion was issued

precious metals
DON'T BUY

First Calgary Petroleums(FCP-T)

Jun 22, 2005
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.
Fred SturmFred Sturm
No
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$7.760

Stock price when the opinion was issued

oil gas
BUY

UTS Energy(UTS-T)

Jun 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.
Fred SturmFred Sturm
No
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$2.570

Stock price when the opinion was issued

oil gas
BUY

Precision Drilling(PD-T)

Jun 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.
Fred SturmFred Sturm
Owned
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$49.400

Stock price when the opinion was issued

oil gas field services
BUY

Great West Lifeco(GWO-T)

Jun 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.
Fred SturmFred Sturm
No
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$27.950

Stock price when the opinion was issued

insurance
HOLD

Calfrac Well Services Ltd(CFW-T)

Jun 22, 2005
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.
Fred SturmFred Sturm
Owned
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$31.970

Stock price when the opinion was issued

oil gas field services
HOLD

Miramar(MAE-T)

Jun 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.
Fred SturmFred Sturm
Unknown
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$1.230

Stock price when the opinion was issued

precious metals
PAST TOP PICK

Patheon(PTI-T)

Jun 22, 2005
(A Top Pick Jan 14/05. Down 8.5%.) Still likes.
Fred SturmFred Sturm
Owned
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$9.150

Stock price when the opinion was issued

biotechnology pharmaceutical
TOP PICK

Manulife Financial(MFC-T)

Jun 22, 2005
(A Top Pick Jan 14/05. Up 10%.) High returns on investments. Well managed. Growth opportunities around the world.
Fred SturmFred Sturm
Owned
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$60.380

Stock price when the opinion was issued

insurance
TOP PICK

Compania Minas Buenaventu(BVN-N)

Jun 22, 2005
(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.
Fred SturmFred Sturm
Owned
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$23.020

Stock price when the opinion was issued

precious metals
BUY ON WEAKNESS

Talisman Mining Ltd(TLM-T)

Jun 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.
Fred SturmFred Sturm
Unknown
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$47.370

Stock price when the opinion was issued

oil gas
BUY

CanWest Global Comm.(CGS-X)

Jun 22, 2005
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.
Fred SturmFred Sturm
Owned
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$13.890

Stock price when the opinion was issued

Broadcasting
BUY

General Electric(GE-N)

Jun 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.
Fred SturmFred Sturm
Owned
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$35.720

Stock price when the opinion was issued

electrical electronic
DON'T BUY

Angiotech Pharmaceuticals(ANP-T)

Jun 22, 2005
Comes into the health care theme that he thinks will be dominate into the next 10 years. Not his favourite way to participate.
Fred SturmFred Sturm
No
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$17.290

Stock price when the opinion was issued

biotechnology pharmaceutical
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