MI.UN-T 0.33 DRVN-Q 0 SWIM-Q 0 TOL-N -0.07 NOG-N -0.26 CPA-N -0.03 PBH-T 1.49
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Michael Simpson, CFA commented about whether PGF-T, REF.UN-T, T-T, AIM-T, KBL-T, WMT-N, IFC-T, KEY-T, POT-T, SU-T, CPA.UN-T, TRP-T, RCI.B-T, DAY-T, TET-T, BB-T, ARF-T, WTE-T are stocks to buy or sell.

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COMMENT

Westshore Terminals Inc.(WTE-T)

Mar 04, 2011
Largest coal handling terminal in the west part of the western hemisphere. Asian demand for metallurgical coal is really growing, which has helped them. Really started to run up in late 2010. Converted from an income trust to a stapled (?) unit. No debt. Got too pricey for him so sold his position.
Michael Simpson, CFAMichael Simpson, CFA
No
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$22.500

Stock price when the opinion was issued

INDUSTRIAL PRODUCTS
DON'T BUY

Armtec Infrastructure(ARF-T)

Mar 04, 2011
Good company but became too overextended as they made acquisitions. Too much debt and the payout ratio is too high. Expect they may have to raise equity in 2011. He owns the bonds.
Michael Simpson, CFAMichael Simpson, CFA
Owned
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$17.460

Stock price when the opinion was issued

INDUSTRIAL PRODUCTS
WATCH

BlackBerry(BB-T)

Mar 04, 2011
Doesn’t pay a dividend so he doesn’t own but is following it. Also very volatile. Have to come out with new products that resonate with consumers. In the last 6 months it has gravitated from a growth stock to a value stock. Would prefer it at a lower price.
Michael Simpson, CFAMichael Simpson, CFA
No
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$64.530

Stock price when the opinion was issued

electrical electronic
COMMENT

Trilogy Energy Corp(TET-T)

Mar 04, 2011
Primarily focused on natural gas. Currently natural gas outlook is not good but inventory figures show it is at the 5-year level. Pricing will probably not get better until late 2012. If you own, consider taking some profit.
Michael Simpson, CFAMichael Simpson, CFA
No
Unlock Rating
$21.300

Stock price when the opinion was issued

oil gas
HOLD

Daylight Energy Ltd(DAY-T)

Mar 04, 2011
About 50-50 on oil and natural gas. Currently their capital spending is directed towards oil. Payout ration is about 40%. Expect with current oil prices they’ll be able to sustain the dividend.
Michael Simpson, CFAMichael Simpson, CFA
Owned
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$11.100

Stock price when the opinion was issued

oil gas
BUY ON WEAKNESS

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

Mar 04, 2011
A lot of competition in the telecom space. Price is getting to a point where it is more interesting and would definitely be interested around $32-$33. Raises a lot of free cash flow. Raised their dividend this last quarter.
Michael Simpson, CFAMichael Simpson, CFA
No
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$33.930

Stock price when the opinion was issued

Cable
BUY

TC Energy(TRP-T)

Mar 04, 2011
Big blue chip utility. Primarily pipeline and power. Pipeline is about 70% of their EBITDA. Analysts think they can grow dividends over the next couple of years as they have growth projects coming on. Bought some power assets in New York state, which some analysts feel will start to perform a bit better. If you have a longer-term outlook, this would be a good one to own. 4% yield.
Michael Simpson, CFAMichael Simpson, CFA
Unknown
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$38.550

Stock price when the opinion was issued

oil gas pipelines
COMMENT

Capital Power L.P.(CPA.UN-T)

Mar 04, 2011
Primarily coal generated power plants. Stock just dropped and he doesn’t know why.
Michael Simpson, CFAMichael Simpson, CFA
No
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$18.950

Stock price when the opinion was issued

electrical utilities
HOLD

Suncor Energy Inc(SU-T)

Mar 04, 2011
Global assets but the important one to him is the oil sands in Northern Alberta. Sees higher cash flows and dividend increases.
Michael Simpson, CFAMichael Simpson, CFA
Owned
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$46.390

Stock price when the opinion was issued

integrated oils
BUY ON WEAKNESS

PotashCorp(POT-T)

Mar 04, 2011
In agriculture he prefers Agrium (AGU-T), Alliance Grain Traders (AGT-T) and Viterra(VT-T). This one has had a nice run on the back of Potash prices going up. Food shortages in some parts of the world and fertilizer prices are rising.
Michael Simpson, CFAMichael Simpson, CFA
No
Unlock Rating
$59.360

Stock price when the opinion was issued

integrated mines
BUY ON WEAKNESS

Keyera Corp(KEY-T)

Mar 04, 2011
Process natural gas and store natural gas liquids such as propane, butane condensate. Good management. Just raised their dividend and he expects future dividend increases.
Michael Simpson, CFAMichael Simpson, CFA
Owned
Unlock Rating
$36.930

Stock price when the opinion was issued

oil gas
TOP PICK

Intact Financial(IFC-T)

Mar 04, 2011
Insurance company big in Ontario, Alberta and Quebec. About 70% of revenue comes from personal, auto and home. Because of reforms, expects auto insurers in Ontario are not going to have to pay out more in terms of expenses. Good balance sheet. Just raised their dividend by 8%. Have some good catalysts. Could be an acquirer. 3% yield and expects that to grow along with earnings.
Michael Simpson, CFAMichael Simpson, CFA
Owned
Unlock Rating
$48.850

Stock price when the opinion was issued

insurance
TOP PICK

Walmart Inc(WMT-N)

Mar 04, 2011
World’s largest retailer. Just gave a 21% dividend increase. Analysts didn’t like the last quarter when their same store sales growth was negative so the stock was punished. Trading at 11.5X 2011 earnings. Likes that they buy back shares and reduce debt. New focus on merchandising. 2.8% yield.
Michael Simpson, CFAMichael Simpson, CFA
Owned
Unlock Rating
$52.070

Stock price when the opinion was issued

department stores
TOP PICK

K-Bro Linen Inc(KBL-T)

Mar 04, 2011
About 80% of business is supplying linens to hospitals and 20% to hotels. Active in 6 provinces. About 50% payout ratio. Low debt. Have ability to make further acquisitions. 5.5% yield.
Michael Simpson, CFAMichael Simpson, CFA
Owned
Unlock Rating
$20.720

Stock price when the opinion was issued

other services
DON'T BUY

Aimia(AIM-T)

Mar 04, 2011
Loyalty plan. Big concern is that there is a push to allow members to redeem points. Analysts are concerned about large amounts of redemptions on points that are about to expire.
Michael Simpson, CFAMichael Simpson, CFA
No
Unlock Rating
$12.850

Stock price when the opinion was issued

other services

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