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Stock Opinions by Arthur Heinmaa

TOP PICK
Owns timberland and involved in specialty fibres. Timber has very little correlation with commodity markets. Without harvesting, it continues to grow. Good for long-term holding. 5% yield.
misc industrial products
TOP PICK
Manufacture hip and knee replacements. With an aging population and an increasing heavier population, there is more demand for their product.
biotechnology / pharmaceutical
TOP PICK
Generates a tremendous amount of cash flow. If it grows by 2%, you will get roughly an 8% to 9% real rate of return. There is a lot of upside if it does better than this. Expect a dividend will be declared.
electrical / electronic
BUY
They will continue to do well.
mngmnt / diversified
SELL
There are better places to put your money.
publishing / printing
COMMENT
Emerging Markets: - Your best return will be doing research and finding individual companies in regions you are interested in. Access could also be made through some of their banks. The other way would be ETF’s which would have the lowest expenses. Also consider actively traded funds, which were, tend to avoid some of the losers.
Unknown
COMMENT
Preferred Shares: - He is a proponent of preferred shares where you are getting dividend income as opposed to interest income. Tax on dividend is roughly 20% and on interest, roughly 46%.
Unknown
COMMENT
Dividend versus Bond: - On a growing company, dividends should increase and eventually pass the rate of return on a Bond. Banks are good examples.
Unknown
BUY
Even with the big run it has had, it is still fair value.
banks
BUY
Even with the big run it has had, it is still fair value.
insurance
BUY
One of the few companies that are poised to bring uranium onto the market. Recently signed a contract where the uranium supply is going to be at spot prices, but with an escalating floor. Believes that uranium will continue going up.
non-base metal mining
COMMENT
Copper Outlook: - The fervour is in the Chinese demand. They have started increasing their internal production so copper prices have dropped.
Unknown
DON'T BUY
Only like TD #1 and RY #2 at this time.
banks
DON'T BUY
Only like TD #1 and RY #2 at this time.
banks
DON'T BUY
Only like TD #1 and RY #2 at this time.
banks
Showing 1 to 15 of 185 entries