Viewing Expert Paul Gardner, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Paul Gardner, CFA , Partner and Portfolio Manager

Avenue Investment Management

Address
47 Colborne Street
Suite 300
Toronto, ON
M5E 1P8

Contact Info
Telephone: 416.482.2004
Toll Free: 888.482.2007
Fax: 416.482.0007
Email:
Website: http://www.avenueinvestment.com/


Date Signal Chart Symbol Company Opinion Price
2004-12-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert Bonds and fixed income is difficult and of little interest to us. Nothing came up tonight that was of any value for this site. Sorry.
Price:
$0.020
Subject:
BONDS & FIXED INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2005-07-28 BUY Must be logged in to use chart BMO-T Bank of Montreal Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
Price:
$61.960
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2005-07-28 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
Price:
$42.220
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2005-07-28 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
Price:
$80.800
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2005-07-28 TOP PICK Must be logged in to use chart GRO-T(dead) Sun Gro Horticultural Inc A leading producer of horticultural growing medium. Own a quasi monopoly on peat moss. Was hurt a couple of years ago by the strong Cdn$. They actually cut their distributions. They are one of the few companies that can raise prices. About a 11% yield.
Price:
$7.800
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2005-07-28 BUY Must be logged in to use chart RY-T Royal Bank Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
Price:
$78.470
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2005-07-28 BUY Must be logged in to use chart TD-T Toronto Dominion Financials have rallied because interest rates have stayed stable. The question is will bank stocks get cheaper when interst rates rise. Doesn't thinks so because they are still trading at reasonable valuations of 12/13 X earnings. You are still earning 3/4%.
Price:
$56.720
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2005-11-17 TOP PICK Must be logged in to use chart INN.UN-T (Dead) InnVest Reit Owns half of Choice Hotels. Likes it for the downside protection. A good defensive REIT. Yield of 9.1%. Suffered some margin compression in the last quarter because of higher energy costs, wages and salaries. His only concern is the distributions over weighs the funds from operations.
Price:
$12.150
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
UNKNOWN
Owned:
Yes
2005-11-17 BUY Must be logged in to use chart REI.UN-T RioCan Real Estate Investment A premier REIT. The largest REIT in Canada. Their history has been incredible. They don't overdo their distributions and retain about 10% of them. The question is, they are getting so large can they continue their growth.
Price:
$20.650
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
UNKNOWN
Owned:
No
2005-11-17 BUY Must be logged in to use chart XBB-T iShares DEX Universe Bond ETF A great strategy if you want to get into the bonds. The bond market is incredibly inefficient and illiquid. The problem with bond funds is that the management fees are around 1.5%.
Price:
$29.320
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
UNKNOWN
Owned:
Unknown
2005-11-17 DON'T BUY Must be logged in to use chart XSB-T iShares DEX Short Term Bond Believes the Bank Of Canada is going to raise interest rates so thinks the outperforms will come in at the longer end of the bond curve.
Price:
$28.840
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
UNKNOWN
Owned:
No
2005-12-29 TOP PICK Must be logged in to use chart AP.UN-T Allied Properties REIT One of the smaller REITs. Class i buildings, i.e. brick and beam, in the Toronto, Montréal and Quebec areas. They renovate old buildings into office quarters. The payout ratio is hovering around 100% which is a good ratio. Yield is about 7%.
Price:
$16.770
Subject:
177
Bias:
UNKNOWN
Owned:
Yes
2005-12-29 DON'T BUY Must be logged in to use chart BCE-T BCE Inc. Has been pretty flat for a year or two. This goes back to the telecommunication problems in the industry. There is tremendous competition. Tremendous liquidity. They are still an A rated Bond so the dividend will probably stay in place. There will be pressure over the next 2/3 years to keep the dividend going.
Price:
$27.980
Subject:
177
Bias:
UNKNOWN
Owned:
No
2005-12-29 DON'T BUY Must be logged in to use chart D.UN-T Dream Office REIT Focus on core office and light industrialsin Toronto/Montréal. A concern was 130% payout but that has now dropped over the last 2/3 years. Making accretive acquisitions. Lower interest rates have helped their bottom line. Their structure is pretty complicated and he would prefer a simpler one so he would shy away from this one.
Price:
$25.710
Subject:
177
Bias:
UNKNOWN
Owned:
No
2005-12-29 PAST TOP PICK Must be logged in to use chart GRO-T(dead) Sun Gro Horticultural Inc (A Top Pick July 28/05. Down 17%.) A quasi-monopoly. It takes the bogs and uses the peat moss to create mixes for home growers. It had about 45% gross margins and pricing power. Because it sells mostly in the US, the stronger Canadian dollar as well as transportation costs hurt them. Sold his holdings.
Price:
$6.500
Subject:
177
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,275 entries
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