Vincent Delisle
Member since: Dec '01
Investment Strategist at
Desjardins Securities
Desjardins Securities
77 Opinions
Latest Top Picks
The fundamentals for US and global economies is very strong. The forest sector has been plagued with the rising Cdn$ and the worst is behind us.
Financials should not be overlooked. They offer a proper yield, visible profit growth.TD has the most potential for a dividend increase and one of the best exposures of the equity market..
Has liked over the last 2 years, but has been disappointed. Commodities will shine over the next 12/24 months. Made a good acquisition with Georgia Pacific 2 years ago. Will have to be patient, as forest products are not seeing a lot of momentum.
Feels that is a good stock in this economic recovery.
Recent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share.
Signal
Opinion
Expert
Chart
BUY
BUY
February 16, 2004
Has dropped in sympathy with the pullback of other oil stocks. Likes this stock but prefers Talisman.
Show full opinionHide full opinion
Has dropped in sympathy with the pullback of other oil stocks. Likes this stock but prefers Talisman.
oil/gas
BUY
BUY
February 16, 2004
Has dropped in sympathy with the pullback of other oil stocks. Likes this stock as #1 and then Encana.
Show full opinionHide full opinionHas dropped in sympathy with the pullback of other oil stocks. Likes this stock as #1 and then Encana.
oil/gas
DON'T BUY
DON'T BUY
February 16, 2004
One of the best utility stocks however, the utility sector is very sensitive to interest rate movements. Expects interest rates to move up and the stock would be vulnerable.
Show full opinionHide full opinionOne of the best utility stocks however, the utility sector is very sensitive to interest rate movements. Expects interest rates to move up and the stock would be vulnerable.
electrical/electronic
TOP PICK
TOP PICK
February 16, 2004
The fundamentals for US and global economies is very strong. The forest sector has been plagued with the rising Cdn$ and the worst is behind us.
Show full opinionHide full opinionThe fundamentals for US and global economies is very strong. The forest sector has been plagued with the rising Cdn$ and the worst is behind us.
pulp trust
BUY
BUY
February 16, 2004
Likes the metal sector. Released earnings that surprised on the upside.
Show full opinionHide full opinionLikes the metal sector. Released earnings that surprised on the upside.
integrated mines
DON'T BUY
DON'T BUY
February 16, 2004
A speculation based on talks of a takeover. If you own, take some profit.
Show full opinionHide full opinionA speculation based on talks of a takeover. If you own, take some profit.
department stores
DON'T BUY
DON'T BUY
February 16, 2004
Very disappointing numbers and the Brazilian assets are not working out.
Show full opinionHide full opinionVery disappointing numbers and the Brazilian assets are not working out.
TOP PICK
TOP PICK
February 16, 2004
Financials should not be overlooked. They offer a proper yield, visible profit growth.TD has the most potential for a dividend increase and one of the best exposures of the equity market..
Show full opinionHide full opinionFinancials should not be overlooked. They offer a proper yield, visible profit growth.TD has the most potential for a dividend increase and one of the best exposures of the equity market..
banks
BUY
BUY
February 16, 2004
Still sees some upside in the long-term. Fundamentals are good.
Show full opinionHide full opinionStill sees some upside in the long-term. Fundamentals are good.
biotechnology/pharmaceutical
BUY
BUY
February 16, 2004
Released some very positive numbers for the fourth quarter. Momentum is positive. Sees better prospects for aluminum.
Show full opinionHide full opinionReleased some very positive numbers for the fourth quarter. Momentum is positive. Sees better prospects for aluminum.
integrated mines
WEAK BUY
WEAK BUY
February 16, 2004
Could see a short-term upswing for the gold sector. Would take some profits at that time.
Show full opinionHide full opinionCould see a short-term upswing for the gold sector. Would take some profits at that time.
precious metals
BUY WEAKNESS
BUY WEAKNESS
February 16, 2004
Integrating a large acquisition in the US. Buy in the $24 range.
Show full opinionHide full opinionIntegrating a large acquisition in the US. Buy in the $24 range.
food stores
BUY
BUY
February 16, 2004
Watch for the strength of the Canadian dollar as well as energy costs. Should continue to go up.
Show full opinionHide full opinionWatch for the strength of the Canadian dollar as well as energy costs. Should continue to go up.
Transportation
BUY
BUY
December 2, 2003
Likes this bank and Royal as their two top picks. Likes their leverage to a stronger capital market via TD Waterhouse. More volatile than other banks, but this is where you want to be at this time.
Show full opinionHide full opinionLikes this bank and Royal as their two top picks. Likes their leverage to a stronger capital market via TD Waterhouse. More volatile than other banks, but this is where you want to be at this time.
banks
BUY
BUY
December 2, 2003
Prefers this and Industrial Alliance over other insurance companies. Leverage to capital markets through mutual funds.
Show full opinionHide full opinionPrefers this and Industrial Alliance over other insurance companies. Leverage to capital markets through mutual funds.
insurance
TOP PICK
TOP PICK
December 2, 2003
Has liked over the last 2 years, but has been disappointed. Commodities will shine over the next 12/24 months. Made a good acquisition with Georgia Pacific 2 years ago. Will have to be patient, as forest products are not seeing a lot of momentum.
Show full opinionHide full opinionHas liked over the last 2 years, but has been disappointed. Commodities will shine over the next 12/24 months. Made a good acquisition with Georgia Pacific 2 years ago. Will have to be patient, as forest products are not seeing a lot of momentum.
pulp trust
BUY WEAKNESS
BUY WEAKNESS
December 2, 2003
Has gotten too far ahead of itself. See it in the $7/8 range over a 2/3-year period. Would buy under $5.
Show full opinionHide full opinionHas gotten too far ahead of itself. See it in the $7/8 range over a 2/3-year period. Would buy under $5.
Telecommunications
WAIT
WAIT
December 2, 2003
Quarterly report is due tomorrow. Market seems to be disappointed when the head of the transport division left the company.
Show full opinionHide full opinionQuarterly report is due tomorrow. Market seems to be disappointed when the head of the transport division left the company.
transportation equip & components
TOP PICK
TOP PICK
December 2, 2003
Feels that is a good stock in this economic recovery.
Show full opinionHide full opinionFeels that is a good stock in this economic recovery.
Transportation
WEAK BUY
WEAK BUY
December 2, 2003
Will be volatile until there is more clarity and credibility. Treat it as a trading stock.
Show full opinionHide full opinionWill be volatile until there is more clarity and credibility. Treat it as a trading stock.
Consumer Products
BUY
BUY
December 2, 2003
Feels that the energy stocks are the least attractive right now and oil prices will be lower. Have a stronger leverage to natural gas which makes it more attractive.
Show full opinionHide full opinionFeels that the energy stocks are the least attractive right now and oil prices will be lower. Have a stronger leverage to natural gas which makes it more attractive.
oil/gas
BUY
BUY
Likes as a defense holding at this point.
TOP PICK
TOP PICK
December 2, 2003
Recent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share.
Show full opinionHide full opinionRecent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share.
food stores
DON'T BUY
DON'T BUY
December 2, 2003
Their momentum is dictated by the strength of Wal-Mart and the competition with Zellers. This hurts the stock a lot. Not seeing the same strength in margins as with other retailers.
Show full opinionHide full opinionTheir momentum is dictated by the strength of Wal-Mart and the competition with Zellers. This hurts the stock a lot. Not seeing the same strength in margins as with other retailers.
department stores
DON'T BUY
DON'T BUY
December 2, 2003
A lot of its good news is priced into the stock right now.
Show full opinionHide full opinionA lot of its good news is priced into the stock right now.
biotechnology/pharmaceutical
TOP PICK
TOP PICK
December 2, 2003
Recent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share.
Show full opinionHide full opinionRecent acquisition will increase its exposure to the US market. This will almost double revenues and more then double earnings per share.
food stores
BUY WEAKNESS
BUY WEAKNESS
October 28, 2003
The market is expecting lower oil and natural gas prices over the next 12 months. Should be able to get it at a lower price.
Show full opinionHide full opinionThe market is expecting lower oil and natural gas prices over the next 12 months. Should be able to get it at a lower price.
oil/gas
BUY
BUY
October 28, 2003
Likes the sector. Could have a mini-correction on the stock market.
Show full opinionHide full opinionLikes the sector. Could have a mini-correction on the stock market.
precious metals
TOP PICK
TOP PICK
October 28, 2003
Prefers Lifecos to banks because they have more to gain from strong capital markets. Financials are a good place to be in the event the market hits some headwinds.
Show full opinionHide full opinionPrefers Lifecos to banks because they have more to gain from strong capital markets. Financials are a good place to be in the event the market hits some headwinds.
insurance
DON'T BUY
DON'T BUY
October 28, 2003
This stock has just treaded water. Investors are waiting for a big US acquisition clarification from the BCE ownership. A very attractive valuation. Wouldn't buy tech stocks right now because the sector is vulnerable.
Show full opinionHide full opinionThis stock has just treaded water. Investors are waiting for a big US acquisition clarification from the BCE ownership. A very attractive valuation. Wouldn't buy tech stocks right now because the sector is vulnerable.
consulting
DON'T BUY
DON'T BUY
October 28, 2003
The story is one of credibility and confidence towards management. An above average risk. There is less visibility in the predictability of earnings. Needs one or two strong quarters for investors to gain confidence.
Show full opinionHide full opinionThe story is one of credibility and confidence towards management. An above average risk. There is less visibility in the predictability of earnings. Needs one or two strong quarters for investors to gain confidence.
Consumer Products
TOP PICK
TOP PICK
October 28, 2003
Closely linked to a strong economy. Should register solid performance over the next year as the US industrial sector is rebounding from a severe recession. Trading at 11 X next year's earnings.
Show full opinionHide full opinionClosely linked to a strong economy. Should register solid performance over the next year as the US industrial sector is rebounding from a severe recession. Trading at 11 X next year's earnings.
Transportation
SELL
SELL
October 28, 2003
Time to lighten up in base metals. Nickel was at record highs in the third quarter and Inco had very disappointing results. Prefers Sherrit.
Show full opinionHide full opinionTime to lighten up in base metals. Nickel was at record highs in the third quarter and Inco had very disappointing results. Prefers Sherrit.
integrated mines
WAIT
WAIT
Wait a few months and buy under $48.
integrated mines
TOP PICK
TOP PICK
October 28, 2003
Wants to keep a more defensive stance for the year-end. Prefers senior producers and this one is their Top pick.
Show full opinionHide full opinionWants to keep a more defensive stance for the year-end. Prefers senior producers and this one is their Top pick.
precious metals
WEAK BUY
WEAK BUY
October 28, 2003
Returning as a good old dividend paying stock. Doesn't see much upside. Will trade more and more like a utility. There could be potential for an increase in dividends in 2004.
Show full opinionHide full opinionReturning as a good old dividend paying stock. Doesn't see much upside. Will trade more and more like a utility. There could be potential for an increase in dividends in 2004.
telephone utilities
BUY
BUY
October 28, 2003
Forest sector has been the hardest hit from arising Canadian dollar. Paper prices have not been firming up as other commodities. Doesn't expect much movement on the stock in the short term. A good long-term holding.
Show full opinionHide full opinionForest sector has been the hardest hit from arising Canadian dollar. Paper prices have not been firming up as other commodities. Doesn't expect much movement on the stock in the short term. A good long-term holding.
pulp trust
BUY
BUY
October 28, 2003
Very bullish on this stock. Has a lot of cash. A good price.
Show full opinionHide full opinionVery bullish on this stock. Has a lot of cash. A good price.
biotechnology/pharmaceutical
WEAK BUY
WEAK BUY
Will move the least of the banks on any rebound.
banks
WEAK BUY
WEAK BUY
Will move the least of the banks on any rebound.
banks
DON'T BUY
DON'T BUY
Great sector, but may be over invested.
property mngmnt/investment
BUY
BUY
Has a solid outlook over the next 12 months.
investment companies/funds
DON'T BUY
DON'T BUY
October 17, 2002
Oil prices may be dropping. Has a more positive outlook for metals and forestry.
Show full opinionHide full opinionOil prices may be dropping. Has a more positive outlook for metals and forestry.
integrated oils
DON'T BUY
DON'T BUY
October 17, 2002
Too much competition. Not performing as well as its peers.
Show full opinionHide full opinionToo much competition. Not performing as well as its peers.
department stores
BUY
BUY
October 17, 2002
Lost some credibility on missed forcasts. Good price. Risky.
Show full opinionHide full opinionLost some credibility on missed forcasts. Good price. Risky.
transportation equip & components
BUY
BUY
8 X earnings. A good stock for long term hold.
Automotive
BUY
BUY
October 17, 2002
Likes the base metal sector. A TOP pick is Alcan, followed by Inco #2 and Teck #3.
Show full opinionHide full opinionLikes the base metal sector. A TOP pick is Alcan, followed by Inco #2 and Teck #3.
Mining
DON'T BUY
DON'T BUY
Good dividend. Prefers TD. Has underperformed.
banks
BUY WEAKNESS
BUY WEAKNESS
Good forcasts. Dividend. Buy under $30.
steel
BUY
BUY
Copper will go up on an economic rebound.
metal mines
BUY
BUY
October 17, 2002
Solid dividend. This stock is a slower growth in the cyclicals.
Show full opinionHide full opinionSolid dividend. This stock is a slower growth in the cyclicals.
east coast forestry