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Brad Willock
Vice President and Senior Portfolio Manager at RBC Asset Management
Member since: Sep '01 · 464 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Brad Willock
WAIT
Not of interest to him. Managed to loose money for so many years and yet still stay alive. The longer it hangs in the better a chance it has to turn around. You might want to look at Right Aid.
specialty stores
PAST TOP PICK
(A Top Pick Aug 9/06. Up 48%.) Still likes. Well-positioned and make good products.
electrical
electronic
PAST TOP PICK
(A Top Pick Aug 9/06. Up 25.1%.) Yield at the time he bought was over 7%. Took profits when the stock went up making the yield drop and replaced it with Windstream (WIN-N) that yields close to 7%.
telephone utilities
PAST TOP PICK
(A Top Pick Aug 9/06. Up 19.7%.) This was his way of getting exposure to the technology sector.
E.T.F.'s
TOP PICK
Clinical labs. 2 big players own most of the market. Expects volume will increase because of aging population needing more and more tests. Very profitable.
biotechnology
pharmaceutical
TOP PICK
An institutional money manager. Whatever money they make each quarter, they give it back to you in the form of a dividend. Very profitable. International.
investment companies
funds
TOP PICK
A rural telephone company. Generates a pretty stable stream of cash flow and pays virtually all of it out in the form of a dividend, which is close to 7%.
telephone utilities
BUY
Refinery capacity in the US is rather constrained. This is one of the biggest refineries.
integrated oils
COMMENT
Doesn't particularly like the Company. With young people getting Type II diabetes, it is getting pulled from schools. The stock is a play on a weaker US dollar as most of their sales are outside of the US. If the US dollar is strong, he buys Pepsi (PEP-N) which is more US$ centric.
food processing
BUY
PE of about 20 and anticipated growth rate of about 14%. Have a lot of intellectual property. Reasonably attractive.
biotechnology
pharmaceutical
BUY
One of the best run operations. ROE is extremely high. They give a continuing increased dividend.
banks
BUY
Likes this bank. Canadian banks have no US sub-prime mortgage exposure. There is now a big valuation spread between the two. Could be at a point where Canadian banks may be sold in order to buy US ones.
banks
BUY
Good international exposure. Canadian banks have no US sub-prime mortgage exposure. There is now a big valuation spread between the two. Could be at a point where Canadian banks may be sold in order to buy US ones.
banks
DON'T BUY
This is a tricky stock for a retail investor. There is a possibility that Ford could be out of business someday and upside is very limited.
Automotive
HOLD
Has gone up because of a rampant consolidation in the materials sector, specifically steel and metals. Big dividend yield. Have some really good businesses.
steel
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