Stock Opinions by Martin Hubbes, CFA

Stock Opinions by Martin Hubbes, CFA - Stockchase Experts

Signal	Opinion	Expert	Chart
BUY	General Market Comment February 15, 2011 Suggestions for dividend stocks? Cdn bank shares still look attractive long term. Expecting dividend growth and there will be increases some time this year. Also some of the telecom stocks, such as Manitoba Tel (MBT-T) still look reasonable. Bonavista (BNP-T) is an oil/gas stock that has a very nice distribution. 0 0 0 0 0 0 comments	Suggestions for dividend stocks? Cdn bank shares still look attractive long term. Expecting dividend growth and there will be increases some time this year. Also some of the telecom stocks, such as Manitoba Tel (MBT-T) still look reasonable. Bonavista (BNP-T) is an oil/gas stock that has a very nice distribution. Unknown 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $0.020 Owned Unknown	Sign up or Log in to enjoy full view of charts.

COMMENT	BCE Inc.(BCE-T) February 15, 2011 Makes a lot of sense for a long-term conservative investor. In the short term, the yield is now approaching 10-year bonds so that will cap the stock for the time being. Feels that Rogers (RCI.B-T) and Telus (T-T) offer better upside opportunity. telephone utilities 0 0 0 0 0 0 comments	Makes a lot of sense for a long-term conservative investor. In the short term, the yield is now approaching 10-year bonds so that will cap the stock for the time being. Feels that Rogers (RCI.B-T) and Telus (T-T) offer better upside opportunity. telephone utilities 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $35.460 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Niko Resources(NKO-T) February 15, 2011 Took a major dip last week, but not sure why. Long term the stock has a very interesting opportunity. Have to find more gas off the Indian coast for the stock to move forward but the probability is pretty good. Have a strong partner in Reliance Energy. oil/gas 0 0 0 0 0 0 comments	Took a major dip last week, but not sure why. Long term the stock has a very interesting opportunity. Have to find more gas off the Indian coast for the stock to move forward but the probability is pretty good. Have a strong partner in Reliance Energy. oil/gas 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $77.190 Owned Yes	Sign up or Log in to enjoy full view of charts.
TOP PICK	Suncor Energy Inc(SU-T) February 15, 2011 Good long-life assets and good projects. Likes management. integrated oils 0 0 0 0 0 0 comments	Good long-life assets and good projects. Likes management. integrated oils 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $41.870 Owned Yes	Sign up or Log in to enjoy full view of charts.
TOP PICK	Linamar Corp(LNR-T) February 15, 2011 Auto parts. 3 things going for this. 1) Participation in the recovery of the auto cycle. 2) Participation in the heavy duty trucking area and this cycle is just beginning and 3) CapX is going up. Skyjack should get back to a much more profitable environment. They also have the beginnings of plants in China. transportation equip & components 0 0 0 0 0 0 comments	Auto parts. 3 things going for this. 1) Participation in the recovery of the auto cycle. 2) Participation in the heavy duty trucking area and this cycle is just beginning and 3) CapX is going up. Skyjack should get back to a much more profitable environment. They also have the beginnings of plants in China. transportation equip & components 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $22.250 Owned Yes	Sign up or Log in to enjoy full view of charts.
TOP PICK	Shoppers Drug Mart Corp(SC-T) February 15, 2011 A contrarian move. Feels there is nothing but upside after the court ruling and the resignation of the CEO. specialty stores 0 0 0 0 0 0 comments	A contrarian move. Feels there is nothing but upside after the court ruling and the resignation of the CEO. specialty stores 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $40.870 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Brookfield Asset Management (A)(BAM.A-T) February 15, 2011 (A Top Pick Feb 18/10. Up 37.04%.) Still loves. Great management. Long term hold. management/diversified 0 0 0 0 0 0 comments	(A Top Pick Feb 18/10. Up 37.04%.) Still loves. Great management. Long term hold. management/diversified 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $32.000 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	CGI Group (A)(GIB.A-T) February 15, 2011 (A Top Pick Feb 18/10. Up 33.67%.) Taken a bit of profit on this. Still a good company. Cisco (CSCO-Q) just missed on government contracts so wonders if they will see a hiccup like that as 25%-30% of their business is government. consulting 0 0 0 0 0 0 comments	(A Top Pick Feb 18/10. Up 33.67%.) Taken a bit of profit on this. Still a good company. Cisco (CSCO-Q) just missed on government contracts so wonders if they will see a hiccup like that as 25%-30% of their business is government. consulting 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $19.460 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	BlackBerry(BB-T) February 15, 2011 (A Top Pick Feb 18/10. Down 12.77%.) Good value and he sees good upside growth. Market is not properly valuing the international growth that they have been putting up. Focused too much on the US where it has struggled more. The cash flow supports a much higher valuation. electrical/electronic 0 0 0 0 0 0 comments	(A Top Pick Feb 18/10. Down 12.77%.) Good value and he sees good upside growth. Market is not properly valuing the international growth that they have been putting up. Focused too much on the US where it has struggled more. The cash flow supports a much higher valuation. electrical/electronic 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $64.540 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	First Quantum Minerals(FM-T) February 15, 2011 If you are optimistic about copper prices, it is a Buy here as it has one of the highest torques to copper price movement. Sold his holdings when they had a lot of issues with the Democratic Republic of Congo with the loss of some of the rights to their properties. integrated mines 0 0 0 0 0 0 comments	If you are optimistic about copper prices, it is a Buy here as it has one of the highest torques to copper price movement. Sold his holdings when they had a lot of issues with the Democratic Republic of Congo with the loss of some of the rights to their properties. integrated mines 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $128.150 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	Thompson Creek Metals(TCM-T) February 15, 2011 Was one of the high fliers but feels valuation catching up to reality. Longer term not a bad investment. non-base metal mining 0 0 0 0 0 0 comments	Was one of the high fliers but feels valuation catching up to reality. Longer term not a bad investment. non-base metal mining 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $14.000 Owned No	Sign up or Log in to enjoy full view of charts.
HOLD	Labrador Iron Ore Royalty(LIF-T) February 15, 2011 The challenge longer term is that there is lots of iron ore. There will be quite a bit of production coming on over the next several years because everyone is aware of the demand from China. Easy money has been made. Not a Sell as he thinks it will still do OK. Financial Services 0 0 0 0 0 0 comments	The challenge longer term is that there is lots of iron ore. There will be quite a bit of production coming on over the next several years because everyone is aware of the demand from China. Easy money has been made. Not a Sell as he thinks it will still do OK. Financial Services 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $72.510 Owned Unknown	Sign up or Log in to enjoy full view of charts.
TOP PICK	BlackBerry(BB-T) July 5, 2010 (A Top Pick Oct 22/09. Down 24%.) Stock getting cheaper even though they are still growing. Sold over 10 million phones last quarter. Ridiculously cheap at 10X earnings. Huge cash generator. Solid management. electrical/electronic 0 0 0 0 0 0 comments	(A Top Pick Oct 22/09. Down 24%.) Stock getting cheaper even though they are still growing. Sold over 10 million phones last quarter. Ridiculously cheap at 10X earnings. Huge cash generator. Solid management. electrical/electronic 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $51.690 Owned Yes	Sign up or Log in to enjoy full view of charts.
TOP PICK	Rogers Communications (B)(RCI.B-T) July 5, 2010 Stock stalled out because people were concerned about new entrants but new entrants are at the low end and this market is at the high end. Good cash flow. Cable 0 0 0 0 0 0 comments	Stock stalled out because people were concerned about new entrants but new entrants are at the low end and this market is at the high end. Good cash flow. Cable 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $34.200 Owned Yes	Sign up or Log in to enjoy full view of charts.
TOP PICK	Shoppers Drug Mart Corp(SC-T) July 5, 2010 Good for long-term investors. Could go lower because other provinces could follow Ontario’s suit on generics. Good management. specialty stores 0 0 0 0 0 0 comments	Good for long-term investors. Could go lower because other provinces could follow Ontario’s suit on generics. Good management. specialty stores 0 0 0 0 0 0 comments Martin Hubbes, Executive , AGF Funds Inc.... Price $32.700 Owned Yes	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Martin Hubbes, CFA - Stockchase Experts