Stock Opinions by James Cole, BA, CFA - Stockchase Experts
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215
James Cole, BA, CFA @

On Stockchase since : Apr 2001

Senior Vice President and Portfolio Manager at AIC Limited

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James Cole, BA, CFA Latest Top Picks...

Stock Opinions by James Cole, BA, CFA - Stockchase Experts

Signal Opinion Expert Chart
WEAK BUY
Railroads have advantages in fuel over truckers. Is considering, at possible entry points. Doesn't own now.
Transportation
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0 comments
Railroads have advantages in fuel over truckers. Is considering, at possible entry points. Doesn't own now.
Transportation
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0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$55.820
Owned Owned
No

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WEAK BUY
Coca-Cola Company(KO-N) 

June 12, 2007

Trading around fair value. Is okay not very exciting. A low single digit grower with a positive dividend yield.
food processing
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Trading around fair value. Is okay not very exciting. A low single digit grower with a positive dividend yield.
food processing
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0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$51.140
Owned Owned
No

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WEAK BUY
Procter & Gamble(PG-N) 

June 12, 2007

Prefers business with more volatility in the share price. PG is a great company with great predictability, single digit growth + dividend .High level of safety.
misc consumer products
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Prefers business with more volatility in the share price. PG is a great company with great predictability, single digit growth + dividend .High level of safety.
misc consumer products
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0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$62.160
Owned Owned
No

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COMMENT
IPSCO Inc(IPS-T) 

June 12, 2007

Is in the process of being taken over. Doesn't expect any competing offers.It will stay at it's current level, subject to the difference in the Canadian US dollar.
steel
0 0 0 0 0
0 comments
Is in the process of being taken over. Doesn't expect any competing offers.It will stay at it's current level, subject to the difference in the Canadian US dollar.
steel
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$167.800
Owned Owned
No

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COMMENT
TMX Group(X-T) 

June 12, 2007

Is finally having some deceleration in it's earning momentum. It's been generally well managed. Is a quasi-monopoly, with competition coming on.It will need to lower it's rates, which is good for consumers.
other services
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Is finally having some deceleration in it's earning momentum. It's been generally well managed. Is a quasi-monopoly, with competition coming on.It will need to lower it's rates, which is good for consumers.
other services
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$42.770
Owned Owned
No

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DON'T BUY
Petro-Canada(PCA-T) 

June 12, 2007

Doesn't think it's a takeover target. Better value elsewhere, although he likes it.He likes suncore, and canadian oil sands plus.
integrated oils
0 0 0 0 0
0 comments
Doesn't think it's a takeover target. Better value elsewhere, although he likes it.He likes suncore, and canadian oil sands plus.
integrated oils
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$53.410
Owned Owned
No

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STRONG BUY
CitiGroup(C-N) 

June 12, 2007

One of his largest holdings in one of his funds. A financial services colossus.Almost half of their income comes from non-US funds.4% dividend yield, trades around 12 times earnings, so is attractively valued.Hasn't done as well as some of it's peers, due to high expenses. Thinks this will be fixed, due to pressure from shareholders or internally. $53 is a good entry point.
insurance
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0 comments
One of his largest holdings in one of his funds. A financial services colossus.Almost half of their income comes from non-US funds.4% dividend yield, trades around 12 times earnings, so is attractively valued.Hasn't done as well as some of it's peers, due to high expenses. Thinks this will be fixed, due to pressure from shareholders or internally. $53 is a good entry point.
insurance
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$52.600
Owned Owned
Yes

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PAST TOP PICK
CML Healthcare(CLC-T) 

June 12, 2007

From May31 2006Then $14.63Still holding, would have done better if the tax law hadn't changed.Still expects a total return of low double digits over next 4 or 5 years, even if you bought now.
other services
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From May31 2006Then $14.63Still holding, would have done better if the tax law hadn't changed.Still expects a total return of low double digits over next 4 or 5 years, even if you bought now.
other services
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$15.870
Owned Owned
Yes

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PAST TOP PICK
Home Depot(HD-N) 

June 12, 2007

Then $38.12Weakness in housing and home improvement retailing. Has sold it.
specialty stores
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0 comments
Then $38.12Weakness in housing and home improvement retailing. Has sold it.
specialty stores
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0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$37.360
Owned Owned
No

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PAST TOP PICK
D R Horton Inc.(DHI-N) 

June 12, 2007

Then $26.36Mortgage meltdown hurt it. Has bought significantly at recent levels.
contractors
0 0 0 0 0
0 comments
Then $26.36Mortgage meltdown hurt it. Has bought significantly at recent levels.
contractors
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$21.150
Owned Owned
Yes

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DON'T BUY
Daimlerchrysler(DDAIF-) 

June 12, 2007

Doesn't like. Too much like investing in airlines.
Automotive
0 0 0 0 0
0 comments
Doesn't like. Too much like investing in airlines.
Automotive
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$87.840
Owned Owned
No

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DON'T BUY
Long term stable free cash generating. Sees growth in high single digits, which doesn't excite him.
breweries/beverages
0 0 0 0 0
0 comments
Long term stable free cash generating. Sees growth in high single digits, which doesn't excite him.
breweries/beverages
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$52.910
Owned Owned
No

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BUY on WEAKNESS
A great long term performer. He owns Manulife, Sunlife and Great West. Sunlife doesn't get any respect (Rodney Dangerfield). Trading around 12 times earnings + dividend. Not surprising to see a little pull back, so worth while to buy now.
insurance
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A great long term performer. He owns Manulife, Sunlife and Great West. Sunlife doesn't get any respect (Rodney Dangerfield). Trading around 12 times earnings + dividend. Not surprising to see a little pull back, so worth while to buy now.
insurance
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$48.800
Owned Owned
Yes

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WEAK BUY
ConocoPhillips(COP-N) 

June 12, 2007

Prefers the oil sands companies, to the conventional oil producers. On his short list of potentials though.
integrated oils
0 0 0 0 0
0 comments
Prefers the oil sands companies, to the conventional oil producers. On his short list of potentials though.
integrated oils
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$77.115
Owned Owned
No

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BUY
Has reduced his holdings a year ago, but still owns.Stock has tracked sideways for the last year, and earnings have increased.Manulife has vast operations in the US, which will show as an earnings slowdown due to the rising Canadian vs US dollar. Sunlife is more appealing on valuation, however Manulife has done a better job on earnings growth.
insurance
0 0 0 0 0
0 comments
Has reduced his holdings a year ago, but still owns.Stock has tracked sideways for the last year, and earnings have increased.Manulife has vast operations in the US, which will show as an earnings slowdown due to the rising Canadian vs US dollar. Sunlife is more appealing on valuation, however Manulife has done a better job on earnings growth.
insurance
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$38.700
Owned Owned
Yes

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