Stock Opinions by Bob Stodgell - Stockchase Experts
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265
Bob Stodgell @

On Stockchase since : Jun 2001

President at Stodgell Inv Mngmnt

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Bob Stodgell Latest Top Picks...

Stock Opinions by Bob Stodgell - Stockchase Experts

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TOP PICK
Power Corp(POW-T) 

May 20, 2008

Down 17% year to date. Insurance industry has been under great pressure, mainly because of the portfolio. This company has wonderful businesses and great long-term management. It will come back. Increased their dividends by 20% last quarter, which indicates they are sure things are going to improve. 3.5% yield.
mngmnt/diversified
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0 comments
Down 17% year to date. Insurance industry has been under great pressure, mainly because of the portfolio. This company has wonderful businesses and great long-term management. It will come back. Increased their dividends by 20% last quarter, which indicates they are sure things are going to improve. 3.5% yield.
mngmnt/diversified
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0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$33.150
Owned Owned
Yes

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TOP PICK
BCE Inc.(BCE-T) 

May 20, 2008

Thinks the deal will get done at $42.75. If it gets done at a lower price, it still would be higher than the current price and you get a dividend.
telephone utilities
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0 comments
Thinks the deal will get done at $42.75. If it gets done at a lower price, it still would be higher than the current price and you get a dividend.
telephone utilities
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0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$37.400
Owned Owned
Yes

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TOP PICK
Information provider by electronic delivery. As demand for information increases, this should be a decent story. Have exposure in the Asian Pacific region that could overcome their potential weaknesses in the financial industry in North America.
publishing/printing
0 0 0 0 0
0 comments
Information provider by electronic delivery. As demand for information increases, this should be a decent story. Have exposure in the Asian Pacific region that could overcome their potential weaknesses in the financial industry in North America.
publishing/printing
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0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$36.820
Owned Owned
Yes

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HOLD
Encana Corp(ECA-T) 

May 20, 2008

Planning to split into 2 companies. Oil and gas. When they do, it would be worthwhile holding both companies. Both companies could be vulnerable as a takeover.
oil/gas
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0 comments
Planning to split into 2 companies. Oil and gas. When they do, it would be worthwhile holding both companies. Both companies could be vulnerable as a takeover.
oil/gas
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0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$95.950
Owned Owned
Yes

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HOLD
Petro-Canada(PCA-T) 

May 20, 2008

Has started to pick up a bit of momentum. Good long-term investment.
integrated oils
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0 comments
Has started to pick up a bit of momentum. Good long-term investment.
integrated oils
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0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$59.300
Owned Owned
Yes

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HOLD
Has done exceptionally well. Have been cost-cutting. Now getting into the arena of consulting by acquiring Electronic Data Systems (EDS-N). When companies go through things like this, you have to be careful and patient for integration risks.
electrical/electronic
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0 comments
Has done exceptionally well. Have been cost-cutting. Now getting into the arena of consulting by acquiring Electronic Data Systems (EDS-N). When companies go through things like this, you have to be careful and patient for integration risks.
electrical/electronic
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$46.460
Owned Owned
Yes

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COMMENT
General Market Comment 

May 20, 2008

Oil Stocks: - If you don't have a position, you should wait a little bit. Investors may be taking some profits now. It's good to hold some cash as the market crests into new territory.
0 0 0 0 0
0 comments
Oil Stocks: - If you don't have a position, you should wait a little bit. Investors may be taking some profits now. It's good to hold some cash as the market crests into new territory.
Unknown
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$0.020
Owned Owned
Unknown

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PARTIAL BUY
Utilities are good to have for a diversified portfolio. Suggests that you nibble a little bit. And you keep some of your money; there could be an opportunity when the stock drops.
oil/gas pipelines
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0 comments
Utilities are good to have for a diversified portfolio. Suggests that you nibble a little bit. And you keep some of your money; there could be an opportunity when the stock drops.
oil/gas pipelines
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$39.850
Owned Owned
Yes

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DON'T BUY
Starbucks(SBUX-Q) 

May 20, 2008

Have expanded aggressively the last few years. There is a trend towards other products. Getting a lot of competition. Think they have some hard decisions to make.
food services
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0 comments
Have expanded aggressively the last few years. There is a trend towards other products. Getting a lot of competition. Think they have some hard decisions to make.
food services
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$16.840
Owned Owned
No

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BUY
Telus Corp(T-T) 

May 20, 2008

On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.
telephone utilities
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0 comments
On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.
telephone utilities
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0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$47.670
Owned Owned
Yes

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BUY
On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.
Cable
0 0 0 0 0
0 comments
On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.
Cable
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$42.860
Owned Owned
Yes

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COMMENT
CitiGroup(C-N) 

February 7, 2008

There is some awfully smart money buying into some of these major US financials. This is a great franchise. In this sector, buy the best assets you can and hold them for the long-term.
insurance
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0 comments
There is some awfully smart money buying into some of these major US financials. This is a great franchise. In this sector, buy the best assets you can and hold them for the long-term.
insurance
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$26.700
Owned Owned
Unknown

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COMMENT
General Market Comment 

February 7, 2008

Canadian Banks: If he had to pick one right now, Royal (RY-T), Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T) are ones he would look at. An interesting way to see what the market thinks of them is to look at the dividend yield. It is very attractive in that you get the dividend tax credit and the equivalent yield of 20-30 year Canada bonds.
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Canadian Banks: If he had to pick one right now, Royal (RY-T), Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T) are ones he would look at. An interesting way to see what the market thinks of them is to look at the dividend yield. It is very attractive in that you get the dividend tax credit and the equivalent yield of 20-30 year Canada bonds.
Unknown
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$0.020
Owned Owned
Yes

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COMMENT
Bombardier Inc (B)(BBD.B-T) 

February 7, 2008

Are doing very well in some of their train divisions. Their regional jet business is turning around. He has not found this one particularly attractive.
transportation equip & components
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0 comments
Are doing very well in some of their train divisions. Their regional jet business is turning around. He has not found this one particularly attractive.
transportation equip & components
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$4.960
Owned Owned
No

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BUY
Talisman Energy(TLM-T) 

February 7, 2008

Feels there is a lot of value but there are some geopolitical issues. Typically crude tends to have a weak first quarter. Expect there will be some troughing here. Feels the demand for oil is going to be strong long-term. This one looks like reasonably good quality.
oil/gas
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0 comments
Feels there is a lot of value but there are some geopolitical issues. Typically crude tends to have a weak first quarter. Expect there will be some troughing here. Feels the demand for oil is going to be strong long-term. This one looks like reasonably good quality.
oil/gas
0 0 0 0 0
0 comments
Bob Stodgell

President, Stodgell Inv Mngmnt...

Price Price
$15.390
Owned Owned
Unknown

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