BDI-T 0.24 FIH.U-T 0 MATR-T -0.03 TOU-T -0.5 PPL-T 0.09 ZLU.U-T -0.3
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Bill MacLachlan and Dennis Mitchell, CFA commented about whether HR.UN-T, AAR.UN-T, KMP.UN-T, D.UN-T, MEQ-T, BTB.UN-T, NVU.UN-T, CUF.UN-T, AX.UN-T, BOX.UN-T, REF.UN-T, REI.UN-T, EXE-T, PMZ.UN-T, CSH.UN-T, BPO-N, SRU.UN-T, TGA.UN-T, AP.UN-T, ONR.UN-T, INN.UN-T, FCR-T, CAR.UN-T, CMQ.UN-T, TD-T, TECK.B-T, TRP-T, LTS-T, MBT-T, L-T, RCI.B-T, Y-T, X-T, T-T, BAM.A-T are stocks to buy or sell.

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TOP PICK

Brookfield Asset Management Inc (A)(BAM.A-T)

Nov 17, 2010
Likes the way they diversified into global asset management. Good management. North America’s largest hydro producer. Tremendous portfolio of Class A real estate. Really a global asset infrastructure play.
Bill MacLachlanBill MacLachlan
Owned
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$30.270

Stock price when the opinion was issued

management diversified
TOP PICK

Telus Corp(T-T)

Nov 17, 2010
(Preferred A) Likes the free cash flow and dividends (currently over 4%).ROE of about 13%. Good growth potential despite all the competition. Has a new product called OpticTV, which has proven to be quite successful and will help them to compete.
Bill MacLachlanBill MacLachlan
Owned
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$46.400

Stock price when the opinion was issued

telephone utilities
TOP PICK

TMX Group(X-T)

Nov 17, 2010
With changes in pricing and the changes in markets, competition has been stabilized and is starting to diminish. 4.8% yield is supportable. Trading at 11X next year’s earnings. Reasonable dividend growth.
Bill MacLachlanBill MacLachlan
Owned
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$33.900

Stock price when the opinion was issued

other services
DON'T BUY

Yellow Pages Limited(Y-T)

Nov 17, 2010
For a long term business plan, he just doesn’t see it. Information they provide is available free on line. A shrinking business that will have shrinking margins.
Bill MacLachlanBill MacLachlan
No
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$6.060

Stock price when the opinion was issued

communications media
HOLD

Rogers Communications (B)(RCI.B-T)

Nov 17, 2010
Companies in this space are facing huge competition but over the long haul, with increasing use of smart phones and the data (where the profit margin is), a lot of these companies are going to do quite well. Also increasing convergence of smart phones, TVs, internet, etc
Bill MacLachlanBill MacLachlan
Owned
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$36.930

Stock price when the opinion was issued

Cable
DON'T BUY

Loblaw Companies Ltd(L-T)

Nov 17, 2010
Doesn’t expect any growth potential. Had been concerned with their inability to retool their supply chain regarding competition with Wal-Mart (WMT-N) and has made great progress, which has been reflected in the stock price. Doesn’t see it getting much stronger.
Bill MacLachlanBill MacLachlan
No
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$42.260

Stock price when the opinion was issued

food stores
SELL

Manitoba Telecom Services(MBT-T)

Nov 17, 2010
Facing significant competition in pricing on the wireless side. Can’t see much growth potential. Good yield of 5.7% but can’t see anything else going for it. Better choices out there.
Bill MacLachlanBill MacLachlan
No
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$28.990

Stock price when the opinion was issued

telephone utilities
DON'T BUY

A Comment -- General Comments From an Expert(A Commentary)

Nov 17, 2010
Natural Gas. Recent technological improvements have meant that reserves are coming out in abundance so can’t see prices going up from here.
Bill MacLachlanBill MacLachlan
Owned
Unlock Rating
BUY

Lightstream Resources(LTS-T)

Nov 17, 2010
Significant position in the Bakken play in Saskatchewan. Reasonable value. Have some concerns for longer term on the price of oil. As a small portion of a portfolio, it is a reasonable entry.
Bill MacLachlanBill MacLachlan
Unknown
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$19.510

Stock price when the opinion was issued

oil gas
DON'T BUY

TC Energy(TRP-T)

Nov 17, 2010
Has been disappointing. Bit of a revolt because of the main line tolls from gas marketers. Lower natural gas prices are not good for them. Can’t see where they are going to get the growth.
Bill MacLachlanBill MacLachlan
No
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$35.950

Stock price when the opinion was issued

oil gas pipelines
HOLD

Teck Resources Ltd. (B)(TECK.B-T)

Nov 17, 2010
Just increased their dividends. Doesn’t see a continuous boom in commodity prices but expects a retrenchment in prices.
Bill MacLachlanBill MacLachlan
No
Unlock Rating
$48.690

Stock price when the opinion was issued

Mining
BUY

Toronto Dominion(TD-T)

Nov 17, 2010
Likes Cdn banks. In a period of rising interest rates, which he doesn’t expect to happen soon, they might find a little squeeze in terms of their book. Expecting dividend increases over the next couple of years.
Bill MacLachlanBill MacLachlan
Owned
Unlock Rating
$73.030

Stock price when the opinion was issued

banks
N/A

A Comment -- General Comments From an Expert(A Commentary)

Nov 17, 2010
He is more concerned with valuations. REITs came back to fair valuations in 2010 and then some. The universe if fairly valued at present. If you are in REITs for short-term gains, you should take profits. If you are in them for stable long-term returns, then stay in them. He is seeing money coming out of Income trusts and into REITs. Beginning in August he saw daily net flows into his funds double. New accounting standards will increase volatility in the Real Estate sector. However intrinsic value of a company is still based on free cash flow. Fundamentals at present are great for Real Estate.
Dennis Mitchell, CFADennis Mitchell, CFA
Unknown
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DON'T BUY

CANMARC REIT(CMQ.UN-T)

Nov 17, 2010
He is out of this name right now.
Dennis Mitchell, CFADennis Mitchell, CFA
No
Unlock Rating
$10.850

Stock price when the opinion was issued

REAL ESTATE
BUY

Canadian Apartment Properties(CAR.UN-T)

Nov 17, 2010
Significantly lowered distribution. Excellent Q3. He is getting close to changing his thesis on this one.
Dennis Mitchell, CFADennis Mitchell, CFA
No
Unlock Rating
$17.040

Stock price when the opinion was issued

investment companies funds

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