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

Viewing Expert

Brendan Caldwell , President

Caldwell Securities


Date Signal Chart Symbol Company Opinion Price
2017-07-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The central bank of Canada insists the economy of Canada’s is really strong. The US wants to raise rates so there is something to cut later and he thinks it is really the same in Canada.  Energy sensitive provinces had somewhat of a rebound. The government is extrapolating out to the end of the year, but now energy prices are going back down.  We are the only real petro currency in the world, after Mexico and Norway.  The Canadian market is weird compared to the rest of the world. Outside of our biggest sectors, there are world beater mid-sized companies in Canada.  A lot gets taken over by bigger entities.  Canada is not a sector by sector thing.  The good sectors are worth 15% of the index.


Price:
$0.020
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
_N/A
2017-07-17 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

A recommendation for an Index Fund for Oil. Don’t get a leveraged one.  He is not that wildly bullish on the price of oil right now. The price of oil is going to bounce around.  Rebalancing in a leveraged fund could cause you to lose money even if oil goes up. 


Price:
$0.020
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
_N/A
2017-07-17 DON'T BUY Must be logged in to use chart AIM-T Aimia

The runner of the Aeroplan loyalty plan.  Whenever a company loses its biggest customer it will impact it.  This is not an opportunity to get in.


Price:
$1.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
No
2017-07-17 TOP PICK Must be logged in to use chart CLS-T Celestica Inc

Canada is phenomenal in areas we don’t think we are.  This one is trading at a big discount to its peers.  One of the biggest suppliers to the aerospace and defense industry.  We may not be the dominant brand, but we are the brains behind the brands.  They are a little bit behind on valuation.  (Analysts’ target: $15.50).


Price:
$17.430
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

It is more of a case of what is going on with the Canadian central bank and what the rate increase will mean for the banks.  The rate increase is positive for them.  They can actually charge more for money, but won’t have to pay any more for it to customers.  The prime mortgage rate went up by a quarter of a percent.  CWB-T has the biggest net impact from this increase.  CM-T will be impacted by rate increases in how they impact the housing market.  Weakness in the industry could be an issue for them.


Price:
$107.900
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-17 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Historically it was the darling.  It continued to expand production as energy prices went up.  It did a lot of financing to fund its dividend and its expansion program.  Then when energy prices came down it did not fare well and later did not recover with the price of energy.  He does not know what is going to drive it higher from here.


Price:
$9.180
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-17 WATCH Must be logged in to use chart CRH-T CRH Medical Corp.

He has no price target.  It is another great Canadian healthcare stock that got hammered a short while ago.  The reason for the most recent decline is that Central Medical Services has changed how they code some services.  This company should eventually be at higher prices, but he wants to see the dust settle.


Price:
$4.670
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
No
2017-07-17 COMMENT Must be logged in to use chart ENB-T Enbridge

PPL-T vs. ENB-T.  In the energy space these have been stronger performers overproducers. With interest rates moving higher it will be a mixed blessing for pipelines.  Their dividend does not look as attractive, but as interest rates go up so are their allowed rate of return through the regulator.  Look for which one has the most consistent track record of dividend increases and the best record of dividend coverage.  If it is the same stock for each factor, go with it and if not go with the latter factor.


Price:
$51.580
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-17 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(Top Pick Apr 8/16, Up 6.35%) He likes the tech business. He likes what they have been able to do. They are a world leader.  He feels very strongly about CGI. He would still buy it.


Price:
$66.250
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 DON'T BUY Must be logged in to use chart HCG-T Home Capital Group

It was one of those stocks that just kept getting more and more extended.  He exited 2 or 3 years ago.  The buffet injection of cash is a good thing.  It is a case of how much the culture and the company has to transform.  You are also looking at an interesting time in the Canadian housing market. 


Price:
$14.340
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
No
2017-07-17 PAST TOP PICK Must be logged in to use chart IRG-T Imvescor Restaurant Group

(Top Pick Apr 8/16, Up 32.96%)  It has participation in a wide variety of restaurants.  This is not an entry point.  There are higher growth possibilities in the market right now.


Price:
$3.500
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 DON'T BUY Must be logged in to use chart L-T Loblaw Companies Ltd

There are wonderful opportunities in the food business.  But this one is in a very competitive environment and he does not own it right now.  It does not have a huge competitive advantage.  He is in a wait and see mode with respect to Shoppers.


Price:
$70.890
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
No
2017-07-17 TOP PICK Must be logged in to use chart MRE-T Martinrea

The valuation is better than others.  He was out for a number of years while the auto industry went through some changes.  They are a leader in lightweighting cars, in making cars more fuel efficient. (Analysts’ target: $14.00).


Price:
$10.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 HOLD Must be logged in to use chart NFI-T New Flyer Industries Inc.

A great Canadian momentum story.  It has benefited from what is going on in the US, where they finally passed their infrastructure bill. 


Price:
$52.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 COMMENT Must be logged in to use chart PPL-T Pembina Pipeline Corp

PPL-T vs. ENB-T.  In the energy space these have been stronger performers overproducers. With interest rates moving higher it will be a mixed blessing for pipelines.  Their dividend does not look as attractive, but as interest rates go up so are their allowed rate of return through the regulator.  Look for which one has the most consistent track record of dividend increases and the best record of dividend coverage.  If it is the same stock for each factor, go with it and if not go with the latter factor.


Price:
$42.850
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 721 entries
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