Viewing Expert Gerard Ferguson | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Gerard Ferguson , CEO & Portfolio Manager

J2 Capital Management


Date Signal Chart Symbol Company Opinion Price
2017-02-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are seeing some pretty turbulent times. Donald Trump has rattled the market 3 or 4 different times. A very macro driven type market right now. Initially we saw a rally in equity markets because there was a belief that a lot of Donald Trump’s policies were pro growth, US job growth, tax cutting, etc. which spurs the economy. That initial reaction lasted for about 6 weeks, and then things kind of went sideways when realization set in with investors that a lot of his policies are also very protectionist, which will actually hurt growth and create inflation. After going sideways for a while, we have seen a bit of a brief respite. People are waiting to see exactly what type of policies actually get into place. Sees the market being good for the next 6-12 months, but beyond that, it is very difficult to tell.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2017-02-07 HOLD Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold? Post the election, his initial reaction was that the market would sell off and safety assets like gold would rally. That happened in the first 4 hours, and then there was a complete reversal. Safety assets like gold got thrown out, and as a result, the company’s leverage to them sold off even more than that. Coming into 2017, as people start to question whether or not these policies get enacted, we are seeing people come back to precious metals. Even as some of these policies do get enacted, they are going to be inflationary in the US. He would stick with gold. There is a lot to be said for it.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2017-02-07 COMMENT Must be logged in to use chart AAV-T Advantage Oil & Gas Ltd

Exposed to gas in Western Canada. A very well-run company. They are sitting on a massive resource play and are developing it in a manner that should be developed in terms of building it in stages. Not particularly expensive. They are going to do well even in a low natural gas environment. He is definitely looking at adding this.


Price:
$7.990
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-02-07 COMMENT Must be logged in to use chart AIM-T Aimia

This has the Aero plan business with Air Canada (AC-T), and that contract comes up for renewal in 2020. That is a massive part of their business. They are going to have to renegotiate the contract, and one of 2 or 3 things is going to happen. They are going to have to pay Air Canada for the rights to continue, and/or Air Canada is going to take it back. For Air Canada, this is a massive program. Until there is more clarity on that contract, people have to be nervous as to how it is going to turn out.


Price:
$8.970
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2017-02-07 COMMENT Must be logged in to use chart BBU.UN-T Brookfield Business Partners LP

He likes this. A private equity way to play the market. It was spun out from Brookfield. Very smart management team that looks at numbers of deals every day, backed by the balance sheet of Brookfield. There are very few deals they can’t get into. In the last quarter they announced on 3 different acquisitions, one in Brazil, one in India and one in Europe. At the same time they acted like a true private equity player by disposing of an asset that they made 200%-300% on.


Price:
$32.750
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 PAST TOP PICK Must be logged in to use chart BLX-T Boralex Inc.

(A Top Pick Nov11/16. Up 9.47%.) (BNN showed June 27/16! – Bill.) This has been a long term holding, and he will continue to hold it. Did a very successful equity financing last quarter to buy out a partner in a wind project in Ontario. They’ve completed that and it is very accretive to the company. As a result, they boosted their dividend.


Price:
$20.330
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

All Canadian banks are in a great position. They are in a very protected market in Canada. None are expensive and have all suffered from years of declining interest rates. We are now starting to see a trend toward higher rates in the US that will filter into Canada at some point. That net interest margin they will get exposure to, will start to grow, and profits will grow as a result. This bank has more exposure to emerging markets (Latin America), and there is a threat from the US because of the protectionist policies. Not a name he would be concerned about.


Price:
$79.060
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2017-02-07 BUY Must be logged in to use chart BOS-T Airboss of America

Has always liked this, but they are still exposed to areas of the economy that are struggling. It is going through a transformation right now and there will be bumpy quarters along the road. We are going to see a turn around in US military spending, as well as elsewhere in the world.


Price:
$13.000
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-02-07 DON'T BUY Must be logged in to use chart BTE-T Baytex Energy Corp

This company transformed itself over the last couple of years. Unfortunately, it did it at a time when commodity prices were collapsing. 3 years ago, they bought Aurora and got into the Eagleford, one of the best development plays in the best area. Paid a pretty high price which hurt the balance sheet quite a bit. In the meantime, their Canadian heavy oil program was going on, the area that really got hurt when commodity prices collapsed, and ended up with a debt heavy balance sheet. They’ve done a lot to clean that up, and have just recently begun on the growth path by making an acquisition in Western Canada. There is a lot of “show me” that now needs to happen. It has become a play on commodity. There are better opportunities elsewhere.


Price:
$4.740
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2017-02-07 TOP PICK Must be logged in to use chart CJT-T Cargojet Inc

This moves 90% of overnight cargo business in Canada. They have Canada Post, Air Canada and are beginning to grow outside of Canada as well, with routes to Europe and Latin America. Well run with a very strong free cash flow yield. Not a cheap stock. Dividend yield of 1.52%. (Analysts’ price target is $55.60.)


Price:
$45.770
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 PAST TOP PICK Must be logged in to use chart DGC-T Detour Gold

(A Top Pick Nov 11/16. Down 0.77%.) (BNN showed June 27/16! – Bill.) This was quite topical in that it was the day after the election and their Corona brand comes out of Mexico. The company has gone sideways after having a good year. People still don’t know what the actual border adjustment tax is going to be. In the meantime, the company is sitting on a stable of great brands. A well-run company. Still a Buy.


Price:
$20.050
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 TOP PICK Must be logged in to use chart FNV-T Franco-Nevada Corp.

A very safe way to play gold. It is a royalty company, not a miner, so there are no mining risks. It is in geographically safe jurisdictions, so you don’t have the same risks of a project being taken back and privatized by a government. Diversified broadly across tons of different royalties, not just in precious metals, but also in the oil/gas space. Dividend yield of 1.31%. (Analysts’ price target is $96.01.)


Price:
$89.280
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 DON'T BUY Must be logged in to use chart HBC-T Hudson Bay Co.

Retailing has changed. The proportion of people buying online is skyrocketing every year. This company has issues with foot traffic into their stores. Oddly enough, the Macy’s deal looks quite interesting. It is an opportunity for this company to acquire a retailer with partners on the real estate side, and it can be structured in a way that they don’t actually pay much for retail operations. He doesn’t know enough about Macy’s to say that it is a retailer that they need to own. He would look elsewhere on the retail side.


Price:
$10.990
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-02-07 TOP PICK Must be logged in to use chart JTR-X Greenspace Brands Inc

A developer brand in organic food space. Recently broke into Loblaw’s (L-T) and some other food chains. An acquisition driven story. They have quite strong organic growth of 20%+ a year, but will continue to acquire brands, develop them, and expand them from within. It is everything from baby food to pet food to drinks. Expects they will come out with a lot of new names that will appeal to the millennial generation. (Analysts’ price target is $2.10.)


Price:
$1.240
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 SPECULATIVE BUY Must be logged in to use chart NXE-T NexGen Energy

This could be sitting on an immense, very valuable uranium deposit, which they will continue to develop over the next couple of years. He has seen situations like this before, where they get taken over quite quickly. Thinks uranium is coming back to life. This could be a nice fit for Cameco (CCO-T).


Price:
$2.270
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 94 entries
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