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
2017-04-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The US market will go sideways, despite the headwinds of high valuations and the Trump uncertainty. There are as many positives as there are negatives. With Trump’s aggressive plans to cut taxes, repeal Obama care, the immigration policies and the big spending policies, those are all kind of positive, but he has had very little success so far in implementing a lot of those. Also, as valuations are at a historic high and rates are rising, the best we can hope for is a sideways move in the market. There is going to be a lot of money to be made in the market, but the strategy of just buying an index and waiting, is probably past its prime. Stronger global growth will really be needed to ignite energy prices.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-04-04 HOLD Must be logged in to use chart AGF.B-T AGF Management (B)

This is cheap. They are sitting on a lot of assets and earning fees from them. The asset management base has changed in the last 5 years. There has been a tremendous amount of fee compression. It doesn’t own its own distribution. This is probably fairly valued. Has a very high yield which can sometimes be a concern, but is probably safe for the foreseeable future. If looking for a new name, there are probably other areas where he would look.


Price:
$6.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-04 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

In Canadian budgets, there is a real emphasis on infrastructure spending. There aren’t many infrastructure players in Canada that are public, but this is one of the oldest. They are spread across the country and are one of the leading providers, so they will be a beneficiary of increased infrastructure spending. As a result, the stock is bounced quite nicely off its bottom, and is probably trading at a reasonable range. Keep in mind that margins are quite thin. One of his favourite names in this space.


Price:
$17.130
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-04 HOLD Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

Think you have a better chance of making good today than you would have a year ago. They have a much stronger footing today. Online gaming, particularly in the poker space, is big globally; not in the US yet, but will eventually be there when regulations change. Not an expensive stock and thinks the company has the right parameters to move the share price higher. Feels $29 is a possibility.


Price:
$22.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-04 HOLD Must be logged in to use chart BLX-T Boralex Inc.

Valuation is not expensive. They have a plan to grow the company dramatically over the next few years. There are a number of catalysts that are upcoming for the company, from dividend increases to other acquisition opportunities. They are growing their capacity and tend to have longer-term contracts. Feels this will be a very different company 3 years from now, but in a positive way.


Price:
$21.710
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 TOP PICK Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

In the auto repair collision business. Grows very strongly organically, but also much more M&A driven where they are constantly making acquisitions. Approximately 90% of revenue is from the US. They are kind of guiding that the next quarter is going to be a little weaker than expected, particularly coming off a very strong quarter last year. Valuation is not cheap anymore, but they have always continued to deliver. Dividend yield of 0.6%. (Analysts’ price target is $96.)


Price:
$85.310
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 COMMENT Must be logged in to use chart CBL-T Callidus Capital Corp

Makes very high risk loans to companies that don’t have other alternatives. Post its IPO, it has performed very poorly. They said they were investigating strategic alternatives. Feels the ultimate goal was to be selling the company with valuation in the $18-$22 range. There is a chance they could be successful. The business is very difficult and very hard to scale. They make loans to businesses that are in very far-flung industries, a reason banks don’t lend to them. Not a name he would own.


Price:
$17.980
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-04 HOLD Must be logged in to use chart CCL.B-T CCL Industries (B)

This is having a 5 for 1 split in May. In terms of valuation, it is quite reasonable. A very acquisitive driven story. Feels this will continue to deliver, both on the organic side, but much more so on the M&A side.


Price:
$288.120
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-04 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

It amazes him what business lines they get themselves into. He would watch for other areas that they get involved in, such as e-gaming, etc. They are now one of the leading players in the entertainment sense. He is looking at this.


Price:
$50.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-04 COMMENT Must be logged in to use chart CHR-T Chorus Aviation Inc

Air Canada’s (AC-T) feeder airline. This has been a fairly good success story. People think of it as an airline, which it is, but it is much more of a manufacturing type operation. They don’t have any exposure to fuel prices. It is a “pass-through”, with a guaranteed block of hours that Air Canada will fly with them. An interesting relationship that will continue to work. Stock is reasonably valued and has a pretty good yield. Dividend yield of 6.5%.


Price:
$7.380
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-04 PAST TOP PICK Must be logged in to use chart CJT-T Cargojet Inc

(A Top Pick Feb 7/17. Up 2%.) This owns the Canadian overnight delivery cargo market. They recently got the Canada Post contract. It is a play on e-commerce. Trading at a reasonable valuation and recently bumped their dividend.


Price:
$46.430
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 HOLD Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

A great Canadian success story. They’ve made some good acquisitions domestically, and has shown real ability to grow through this economic recession that we have seen in Alberta. In the last few quarters, they’ve really surprised analysts to the upside.


Price:
$160.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-04 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

Chances of splitting? Just reported earnings and had very good numbers. They continue to exceed expectations, and as a result their share price is rewarded. Trading over $110, so it does beg the question whether or not they should split. If they split the shares, it makes it easier for retail investors to invest in it. However, you don’t really create any value when you split or consolidate shares.


Price:
$111.940
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-04 PAST TOP PICK Must be logged in to use chart FNV-T Franco-Nevada Corp.

(A Top Pick Feb 7/17. Up 0.55%.) A conservative play in a non-conservative sector. Has always viewed this as a kind of financial services play. However, if you view it as a precious metals play, it is a company that is going to grow its earnings and cash flow by 16% a year for the next few years. Very little mining risk. They’ve also announced they’ve started to grow their energy royalty business. A very safe play on precious metals.


Price:
$89.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 PAST TOP PICK Must be logged in to use chart JTR-X Greenspace Brands Inc

(A Top Pick Feb 7/17. Up 4%.) A developer and an acquirer of natural foods that they distribute through supermarkets and health food stores. Last quarter was a little iffy because of some integration issues, but feels it is something the company will get through.


Price:
$1.690
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
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