SII-T -1.24 OGN-X 0.06 EMX-X 0.17 UAL-Q 0.96 TLK-N -0.13 ARDT-N -0.31 HVOI-T -0.05
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Mike MacBain and David Burrows commented about whether S-T, RCI.B-T, FFIV-Q, NUE-N, TECK.B-T, BA-T, MCD-N, CNQ-T, TRP-T, MHS-N, OBE-T, YRI-T, BNS-T, RY-T, POT-T, RVBD-Q, CSCO-Q, GTE-T, BP-N, RIG-N, CAT-N, UNP-N, PEY-T, SJR.B-T, BCE-T, FFH-T, BPO-T, BA-T, RCI.B-T are stocks to buy or sell.

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TOP PICK

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

Dec 13, 2010
Buy Cdn$ versus US$. Bullish the Cdn$ which has traded in a $0.90-$1 range in the last year. With current oil price, Cdn$ should be at $1.035. He’s been Buying below $0.955 and Selling above $0.985. Be cautious of timing as it is currently about par and could easily go back to $0.95 on a global crisis. (This will happen over the next couple of months.)
Mike MacBainMike MacBain
Unknown
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TOP PICK

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

Dec 13, 2010
6.11% bond due Aug/25/40 with a Short of equal term of Gov’t CDN bond. Cheap.
Mike MacBainMike MacBain
Owned
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$34.880

Stock price when the opinion was issued

Cable
TOP PICK

Bell Aliant(BA-T)

Dec 13, 2010
4.72% bond due Sept 26/11. 4-month bond that will preserve your capital when interest rates blow out. You’ll still have your money and you’ll have a better idea of what is happening in bond yields.
Mike MacBainMike MacBain
Owned
Unlock Rating
$26.380

Stock price when the opinion was issued

Utilities
DON'T BUY

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

Dec 13, 2010
Bond funds? Wouldn’t go this route. With interest rates going higher, it will lose you money.
Mike MacBainMike MacBain
Unknown
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COMMENT

Brookfield Office Properties(BPO-T)

Dec 13, 2010
30-year bond. Good company and well managed. A bit higher yield than most plays. He owns it as a Short against a 30-year Government of Canada bond interest rate as a hedge.
Mike MacBainMike MacBain
Owned
Unlock Rating
$17.160

Stock price when the opinion was issued

property mngmnt investment
HOLD

Fairfax Financial(FFH-T)

Dec 13, 2010
7.5% bond due August 2019. Good company and decent spread. Likes the bond but recently sold his holdings because it has come in such a long way in terms of credit narrowing.
Mike MacBainMike MacBain
No
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$405.080

Stock price when the opinion was issued

insurance
SELL

BCE Inc.(BCE-T)

Dec 13, 2010
May 2029 strip bond. Good company and great management but a strip bond is basically a leveraged play on interest rates. You want to own Strips when rates are high, not when they are low, as is the case now.
Mike MacBainMike MacBain
No
Unlock Rating
$35.630

Stock price when the opinion was issued

telephone utilities
COMMENT

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

Dec 13, 2010
“Backup in Yield” phrase. What does it mean? Means bond yields are increasing. Today bond yields are backing up and everyone is worried about it so you so you don’t want to be long interest rates.
Mike MacBainMike MacBain
Unknown
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DON'T BUY

Shaw Communication (B)(SJR.B-T)

Dec 13, 2010
5.75% bond due march 2017. Great company and great management team. Likes longer dated Shaw paper rather than shorter dated so consider the 2039 bonds. However he would also Short a 30-year Government of Canada bond interest rate as a hedge.
Mike MacBainMike MacBain
Unknown
Unlock Rating
$20.700

Stock price when the opinion was issued

Cable
TOP PICK

Peyto Exploration & Develop.(PEY-T)

Dec 13, 2010
A departure for him because it is gassy but is very liquids rich with gas liquids coming out of their production. Have 5 gas plants throughout the deep basin. Will probably grow production by 35% next year. About to convert to a Corp which could become more attractive to common stock investors. 4% yield.
David BurrowsDavid Burrows
Owned
Unlock Rating
$18.840

Stock price when the opinion was issued

oil gas
TOP PICK

Union Pacific Corp(UNP-N)

Dec 13, 2010
A play on north-south traffic, Canada, US and Mexico. Commodities moving include automotive, coal and agriculture. Also have a big inter-modal business. Traffic between the US and Mexico could double next year.
David BurrowsDavid Burrows
Owned
Unlock Rating
$92.180

Stock price when the opinion was issued

Transportation
TOP PICK

Caterpillar(CAT-N)

Dec 13, 2010
Dominant player in mining, oil and gas. Dominant player in international markets. Very strong growth and price performance.
David BurrowsDavid Burrows
Owned
Unlock Rating
$91.630

Stock price when the opinion was issued

machinery
COMMENT

Transocean Inc.(RIG-N)

Dec 13, 2010
Oil service is a very strong theme in the market, more on the land base rather than deep water drilling. This company has a major market share in every major market they play in globally. Headline risk over hanging it that he doesn’t care for. Prefers Weatherford (WFT-N).
David BurrowsDavid Burrows
No
Unlock Rating
$72.470

Stock price when the opinion was issued

oil gas field services
DON'T BUY

BP PLC(BP-N)

Dec 13, 2010
Doesn’t want anything with a potential big problem.
David BurrowsDavid Burrows
No
Unlock Rating
$43.430

Stock price when the opinion was issued

integrated oils
COMMENT

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

Dec 13, 2010
In oils likes mid-cap exploration/production companies as well as international intermediate companies that are doing some elephant hunting. Interesting that trusts converting to Corps are largely under owned by institutions. Yields are very attractive so dynamics are better than in the large integrated oil companies. (Likes Gran Tierra (GTE-T) and Baytex (BTE.UN-T).)(See Top Picks.).
David BurrowsDavid Burrows
Unknown
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