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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-04-26 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

The program was interupted by a news flash from Washington, and wasn't inished. Top Picks are not available.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: _N/A
2017-04-26 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Market. The Russell 2000 (US small equities) has broken out above its March 1 highs, which bodes well for the market. This is important, because when smaller companies are moving up, it typically implies more optimism in the broad market. It would suggest that this could be for the next 12 months. The Fed is still convinced they are going to raise interest rates twice between now and the end of the year. US 10-year bond yields are around 2.33%, and if they move as high as 2.4%, from a techno analysis perspective, it gives a new intermediate weekly buy.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: _N/A
2017-04-26 COMMENT Alaris Royalty
AD-T
Robert McWhirter

Ranks in the top 5% of his database. Free cash flow yield is about 2.8%. The overall payment of 4th quarter trailing cash flow is around 72%. Historically, if it is more than 100% of cash flow, it is not sustainable. The outlook for earnings is slightly down for 2017, and a glacial rebound for 2018 at 7%. The dividend looks to be sustainable. Dividend yield of 7.3%.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: Unknown
2017-04-26 COMMENT AGT Food & Ingredients
AGT-T
Robert McWhirter

Their key revolves around lentil and pulse crops for protein with non-animal source products. It ranks 279 in his database. Latest results have been modest. Sales increase is 9% and a 14% earnings increase. Earnings growth is forecast at 15%, against a PE of 12.9%. They are not free cash flow positive, which is why the stock has gone sideways.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-26 COMMENT CRH Medical Corp.
CRH-T
Robert McWhirter

Ranks 222 out of 723 stocks in his model. If putting new money to work, you would typically look for something higher up in the rank. Currently trading at $9.12, and the overall earnings estimates for 2017 is $.28, giving a reasonable PE multiple. ROE of 25% looks attractive. Next year’s earnings growth is expected to be 21%, against a 28 PE, giving a PE to growth next year of 1.3X. It looks a bit expensive.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: Unknown
2017-04-26 COMMENT Flyht Aerospace Solutions
FLY-X
Robert McWhirter

Makes electronic black boxes for airplanes. In addition to knowing where the plane is, they also have capture a bunch of data to making things more efficient from an operations viewpoint, fuel consumption, proper hours of operation, etc. They just announced a new contract with a Chinese airline. China really is the key for the company, because they are building out a massive increase in their fleets and airports.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: Unknown
2017-04-26 COMMENT Home Capital Group
HCG-T
Robert McWhirter

Part of the problem on this is a lack of confidence, in spite of the fact that depositors are covered by the Canadian government up to $100,000.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-26 COMMENT Halogen Software Inc
HGN-T
Robert McWhirter

Possibly being acquired at $12.50. Expected to earn $.27 in 2017. Earnings estimates have increased by 33% over the last 90 days.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: Unknown
2017-04-26 PAST TOP PICK Heroux-Devtek Inc.
HRX-T
Robert McWhirter

(A Top Pick July 21/16. Down 20.91%.) Earnings have declined and pretty modest growth is being forecast. With their 9% free cash flow yield, it is still a very interesting company.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-26 COMMENT PyroGenesis Canada Inc
PYR-X
Robert McWhirter

In the past, they made extremely small titanium balls which were used to adhere to stainless steel hips, knees and joints. Instead of ordering the devices, they have decided to make the devices themselves. They have 2 markets. Titanium and Inconel and a bunch of other alloys create extremely high temperatures nickel-based products. If this unfolds as he expects, the stock could be $1 by the end of the year.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: Yes
2017-04-26 COMMENT Route 1 Inc.
ROI-X
Robert McWhirter

Their product is a USB stick that you push into computers. Unfortunately, the US government and many others have looked at this as a security risk. VIQ Solutions (VQS-X) just introduced new SAS models, which you should consider instead.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-26 COMMENT Sangoma Technologies Corp.
STC-X
Robert McWhirter

Manufactures hardware and software for Internet protocol communications, basically hand sets. This company is doing great things and the outlook appears to be pretty good going forward.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-26 PAST TOP PICK Tecsys Inc
TCS-T
Robert McWhirter

(A Top Pick July 21/16. Up 8.81%.) They make the lives of hospitals more efficient with some of their supply chain management work. A high recurring revenue. Earnings are expected to double by April 2018, going from $.24-$.51, giving you a 22X PE. They are free cash flow positive. ROE is very good at 24%. Feels this still has further upside.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-26 PAST TOP PICK Tio Networks Corp
TNC-X
Robert McWhirter

(A Top Pick July 21/16. Up 38.49%.) Being acquired by PayPal at $3.35 a share.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-26 COMMENT Zecotek Photonics
ZMS-X
Robert McWhirter

Manufactures crystals that are used in medical imaging devices, as well as for the large hadron collider in Switzerland. Currently selling their product to a Chinese medical manufacturer. They are also working on 3-D displays with some European automakers. They have a great product and the industry is moving towards their solutions. Currently, they don’t have a significant visible backlog beyond the Chinese opportunity.


Price: $0.000
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
2017-04-25 N/A A Comment -- General Comments From an Expert
A Commentary
Craig Porter

Energy. Oil is now below $50, but there is a chance for it to get back up to $55. The world is fairly well balanced in supply/demand. OPEC seems to be sticking to their cuts and Russia has joined in. The big fear is that the US supply has been growing. Through new technology, the US has been able to get costs down and production is starting to increase. Feels we are in a $45-$60 trading range for the year. We have gone through 2 winters that have been much warmer than normal, and natural gas inventories have started to build up. The good news is that there has been a lot of industrial demand coming for natural gas in North America. LNG has started to pick up in the US. A lot of chemical industries are now using natural gas. Demand has kept pace with the supply.


Price: $0.020
Subject: RESOURCE
Bias: UNKNOWN
Owned: _N/A
2017-04-25 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Market. We are getting close to all-time highs once again. It seems that every time we have an election, the market rallies. We shouldn’t expect to see a sustained, long rally. The European elections are not the same as a US election. Given that we are at these high levels and entering into the unfavourable 6-month period, this is the time to be a little cautious. We might get a bit of a rally for a few days, but there is still some caution warranted. There are a number of sectors that tend to do well in the summertime, but it is usually not the cyclical sectors.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2017-04-25 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Natural gas. This has a seasonal period that runs from March into mid-June. So far, we have seen the uptick in natural gas, with the spot price actually doing quite well. Recently, natural gas has started to pull back a little, and $3 should be the support level you should be concerned about. This is just a probability, as it doesn’t always wait for the end to pull back. If it continues to pull back and goes below $3, it would definitely be something to be concerned with.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2017-04-25 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

When following the Stochastic Oscillator for overbought/oversold signals, what charts should be used? Astochastic oscillator is a range bound indicator that shows price momentum. Using this by itself is not a good idea. You want to use it as a confirmation signal with something else. If you are using daily charts, either the 1-year stock price chart or the 3-year stock year chart should match if you are using daily data. If you switch to weekly data, it is not going to match.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2017-04-25 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Presidential cycles. What we want to look at are causational factors. A long time ago, governments got into power, and in the first couple of years they used to cut, cut, cut and reduce their spending, because they wanted a balanced budget. Then, in the last 2 years, they spent, spent, spent, because they wanted to be voted in again. That really drove the presidential cycle. Now, when governments get in, they spend, spend, spend and in the last 2 years, they spend, spend, spend more. He is not sure the validity of the causational factor of what caused the presidential cycle is all that significant today.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2017-04-25 COMMENT Advantage Oil & Gas Ltd
AAV-T
Brooke Thackray

This follows the same trend as natural gas, and is pulling back a little. You are probably looking at $8 as a support level. If it goes below that, think about exiting the trade.


Price: $8.650
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 COMMENT Barrick Gold
ABX-T
Brooke Thackray

They have done a great job in bringing their costs down. If you want to be a gold stock investor, he would prefer going with something like this, versus some of the others. At the beginning of the year, it showed a strong run, but has pulled back now and is currently at a critical level at around $22. If it breaks below that, we might see some weakness. He would look for support at around $21. This also has some geopolitical risks.


Price: $22.890
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 WATCH Andrew Peller
ADW.A-T
Brooke Thackray

Consumer Staples tend to do well in the summer. The chart shows a symmetrical triangle indicating that a consolidation is taking place. That is positive. If it breaks out to the upside, that would be very positive and that would be the time to enter the stock. If it broke out above $11.50, that would be a good sign.


Price: $11.180
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 WAIT Agrium
AGU-T
Brooke Thackray

Merging with Potash (POT-T) and looking to get $500 million in synergies out of it. The stocks haven’t done well. Agriculture stocks tend to do much better in the 2nd half of the year, and some of the fertilizer stocks can start picking up towards the end of June if things are set up right for them. Once farmers get their money, they look to reduce their taxes, so they spend it on fertilizers and equipment for the next year. Put this on your radar and take a look at it in a couple of months.


Price: $125.610
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 COMMENT Altagas Ltd
ALA-T
Brooke Thackray

From a technical perspective, this is really at its support level. If it breaks below $29, that would be a negative sign.


Price: $30.780
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 DON'T BUY Arc Resources Ltd
ARX-T
Brooke Thackray

The fact that the chart has been moving downwards, at the time that natural gas has been going up, is not a good sign. Wait for it to start to show positive absolute performance.


Price: $18.280
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 COMMENT Avigilon Corp
AVO-T
Brooke Thackray

This used to be a hot stock. It went through some expansion plans using some CapX, which really hurt the company. Technically, it is at resistance level, which is actually quite good. Once it breaks through that resistance level, it would be a good stock to hold onto on a go forward basis.


Price: $16.130
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 WAIT BlackBerry
BB-T
Brooke Thackray

The chart shows a channel of just below $9 and below $11.20. Recently, they came out with better than expected earnings and made money with adjustments. Then they had the QUALCOMM settlement, which helped boost the company. However, that is not a part of the company. He would be concerned that the stock might pull back a little. Wait for it to show a little more strength going forward.


Price: $12.480
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 TOP PICK CASH
CASH
Brooke Thackray

There is nothing wrong with raising a little bit of cash at this time. This will give you opportunities when other sectors do well in the summertime and you will be able to fund them.


Price: $0.010
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2017-04-25 DON'T BUY Canaccord Financial Inc
CF-T
Brooke Thackray

Their season is from October into April. Chart shows a long downward drop from 2014 until early 2016, at which time it started basing. He doesn’t have a lot of faith that the stock will have an uptick at this point. Wait for that to take place, and come back to it in October.


Price: $4.720
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 COMMENT Cardinal Energy Ltd
CJ-T
Craig Porter

They are planning on spending $100 million in CapX this year. Management is doing a great job. Has a great yield. It’s been really frustrating because there is not a lot of growth in the short term. They have really low decline wells, meaning production doesn’t fall off as quick in some of their mines.


Price: $6.750
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 TOP PICK Canadian Natural Rsrcs
CNQ-T
Craig Porter

Buying a lot more oil sand assets from Shell for $13 billion, and they know the stuff. They built up a lot of projects from the last cycle and cash flow is starting to come this year and next. Dividend yield of 2.4%. (Analysts’ price target is $53.)


Price: $45.330
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 DON'T BUY Crescent Point Energy Corp
CPG-T
Brooke Thackray

Chart shows it has been going down since mid 2016, even in the times when oil has rallied. This is a show me stock at this point. Investors don’t believe them anymore. Also, he is not bullish on oil at this time.


Price: $13.360
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 COMMENT DH Corporation
DH-T
Brooke Thackray

There was a big drop off that took place in late 2016, and then it partially recovered. He understands that they are in the middle of talks for a buyout, with the price being close to where it is right now. There is not a lot of potential.


Price: $25.340
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 COMMENT Hudbay Minerals Inc.
HBM-T
Craig Porter

Mainly a copper producer with some great assets in north and south America and they are building new mines. He likes copper and where it is going. There have been a number of projects globally where there have been strikes or problems with many companies, so supply has been sort of tempered throughout the year. Global growth is slowly kicking back in, and copper is one of the 1st ones that really moves with the economy.


Price: $8.120
Subject: RESOURCE
Bias: UNKNOWN
Owned: Unknown
2017-04-25 DON'T BUY Home Capital Group
HCG-T
Brooke Thackray

This is under review by the security commission. A tough one with a negative pall over it until it gets cleared up. The chart shows that the stock recently had a breakdown and is not one that you would pick up. The bonds would be typically safer than the stock itself.


Price: $17.090
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 COMMENT Hewlett-Packard Co
HPQ-N
Brooke Thackray

A technology company that has gone through its cycles of having done very well, and not doing very well at different times in the cycle. The chart shows it has done extremely well so far this year, but is getting really close to resistance. Look for it to break through $18.80. We are not in the technology cycle right now, so this is a good thing. If it breaks through around $18.80 that would be a positive sign.


Price: $18.610
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 TOP PICK Horizons US 7 10 Year Treasury Bond ETF
HTB-T
Brooke Thackray

Bonds tend to do well in the summer months. The best month for fixed income is from May until the beginning of October. It comes back in the form of capital gains, not interest. Look for a bit of a pullback before you go into this.


Price: $54.870
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2017-04-25 PAST TOP PICK Horizons S&P/TSX Capped Energy Index
HXE-T
Brooke Thackray

(A Top Pick Dec 13/16. Down 1.8%.) Energy tends to do well from February into May.


Price: $20.620
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2017-04-25 HOLD Interfor Corp
IFP-T
Brooke Thackray

Canadian forestry stocks? Canadian forestry stocks haven’t done very well because everyone knew the softwood lumber agreements were in question. Instead of the 30%-50% we were all talking about, it is only 20%, which is why these have just taken a jump in the market. Seasonally, forestry stocks start peaking out around now. This one had a strong break out in January and has had a run, even past the seasonal period. He would not be looking at forestry stocks. If you own, you could hold on for now and wait for it to turn down before getting out. Also, you could use a trailing stop and move your stop as it goes higher.


Price: $20.070
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 PAST TOP PICK Magna Int'l. (A)
MG-T
Brooke Thackray

(A Top Pick Feb 23/17. Down 4.3%.) An example of a company that typically does well from February into the end of April. This hit the seasonal period, but the car companies just didn’t do that well.


Price: $56.290
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2017-04-25 TOP PICK Nevsun Resources
NSU-T
Craig Porter

They had a mine in Eritrea, which was first gold, then copper, and now a very rich zinc zone. They are currently having some trouble separating the copper and zinc. However, the big asset they bought was Reservoir Minerals with a big high grade copper/gold deposit in Serbia. They slashed their dividend down to 1.61% to redirect proceeds into the next project, which a lot of investors didn’t like. The mine is going to be very profitable. (Analysts’ price target is $5.13.)


Price: $3.200
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 COMMENT Precision Drilling
PD-T
Craig Porter

Just announced earnings, which were a little light, but nothing to be concerned about. Canadian exploration companies are just starting to ramp up exploration budgets, and this company will benefit. On a valuation basis, it is a little ahead of some of its smaller competitors. A lot of the service companies should do well as companies start to ramp up their budgets, and this company is a natural beneficiary. Good assets.


Price: $5.540
Subject: RESOURCE
Bias: UNKNOWN
Owned: Unknown
2017-04-25 PAST TOP PICK Raging River Exploration
RRX-T
Craig Porter

(A Top Pick Feb 10/17. Down 12.18%.) They were thinking of selling themselves, but that didn’t work out. They have great assets, and this is one of the better management teams in finding and developing assets at a low cost.


Price: $8.200
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 PAST TOP PICK Spartan Energy Corp
SPE-T
Craig Porter

(A Top Pick Feb 10/17. Down 18.88%.) A lot of the smaller intermediate names have suffered. This is a good little company. They did a large equity issue at the end of last year to buy some assets. It is going to take some time to see the results. Great management.


Price: $2.330
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 COMMENT Teck Resources Ltd. (B)
TECK.B-T
Craig Porter

Just reported and earnings were disappointing. Both zinc and copper were late on production. He likes the company. Longer-term goal, coal prices are still doing well. With higher commodity prices, they’ve been paying down debt quite significantly. A good stock to own if looking for a diversified resource exposure.


Price: $28.840
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 COMMENT Verizon Communications
VZ-N
Brooke Thackray

From 2014, the chart shows this really has been fairly flat between about $44 and $51. Currently, it is at its support level, and he would be a little concerned if it broke down below this. The chart shows this year a series of lower highs have taken place. Typically telecoms do well in the fall.


Price: $46.700
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-25 PAST TOP PICK Whitecap Resources
WCP-T
Craig Porter

(A Top Pick Feb 10/17. Down 10.99%.) Loves the management team. Saskatchewan/Alberta with light oil. This is a dividend paying model where they can grow production 7%-10% a year. Pays about a 3% dividend, but all from the confines of cash flow. They are not taking on more debt to build the company. As the price of oil goes up, they’ll either do more acquisitions or they’ll raise the dividend again. Dividend yield of around 3%.


Price: $9.720
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 TOP PICK Whitecap Resources
WCP-T
Craig Porter

Great assets and great management. A core holding in a dividend paying portfolio. A low-cost producer of light oil in Saskatchewan and Alberta. They aim to grow production 7%-10% per year. 2.9% dividend yield.


Price: $9.720
Subject: RESOURCE
Bias: UNKNOWN
Owned: Yes
2017-04-25 PAST TOP PICK SPDR Materials ETF
XLB-N
Brooke Thackray

(A Top Pick Feb 23/16. Up 2.86%.) One of the sectors that actually didn’t benefit from the Trump rally in November and December. This has really been performing at market, and hasn’t had a strong run at all. We are now entering into its non-favourable period.


Price: $53.650
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2017-04-25 TOP PICK SPDR Consumer Staples ETF
XLP-N
Brooke Thackray

Expensive right, now trading at over 20X PE, and they are slow growing stocks. But, in the summer months, investors are willing to pay a little more for that stability.


Price: $55.720
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2017-04-25 WAIT Yamana Gold Inc.
YRI-T
Brooke Thackray

Gold tends not to do well at this time of year. Also, gold stocks tend not to do well. This has broken its downtrend which started in mid-2016, and that is good. Chart shows it is basing out, which is a positive sign. A little channel is developing, and at about $3.25 would be the point of support. He wouldn’t be a fan of jumping into this right now, based upon seasonal trends.


Price: $3.720
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  The new French leader, Macron, is liked by Europe.  There is still a risk, but most likely we don’t need to worry about France for now, except that eventually the EU will break up.  The world needs pro-business, but eventually he thinks Europe will not work.  Analysts are expecting 70% earnings growth this year on the S&P, which he thinks is out to lunch.  There is lots of room for disappointment, but the market should rally for a least a few weeks.  He would sell this rally.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  US Government Shutdowns.  Valuations are high and this is a ‘risk-off’.  You want to be defensive if you can.  There have been 22 government shutdowns in history.  The most recent two had a small impact on GDP (0.1%).  The market historically gets nervous before a shut down and then is fine afterwards.  From a markets point of view it is a case of buying dips.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Liz Miller

Markets.  People are taking a second look at the Trump administration and wondering how long will it take to put through some of his measures.  The market rally is not entirely about the new administration.  What we have seen is optimism over the underlying economy and then how much more positive it will be under these new measures.  We are seeing a dichotomy in the economic news.  There is optimism, but no data to back up the sentiment.  Ultimately the underlying economic story will drive stocks.  She thinks we may be starting a decade of strong growth.


Price: $0.020
Subject: US EQUITIES
Bias: BULLISH
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Market. Today it is a relief rally, because of the French election. “Sell in May and go away” has a nice ring to it, but is somewhat impractical. If Trump introduces his tax legislation this week, not to mention other things, and if the mood in the house can be changed to give it some likelihood of passing, then you definitely stay with the markets. On ETF’s, what you are seeing for the 1st time is a sudden exodus from value added management to ETF’s. That indicates people want to get into the markets and don’t trust active management. At some point, there will be a tipping point if quarters of ETF’s decide to sell. Stand well back, because there could be a nasty correction.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-04-24 COMMENT A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Semiconductors? Apple (AAPL-Q) is now considering doing its own internal semiconductor products. If you have a major company like this getting into the business, that could be a long-term warning sign. Check with your analyst or financial advisor to do some work on this.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 COMMENT Barrick Gold
ABX-T
Peter Brieger

He has been a long-time Bull on gold. Likes this as a senior play, but prefers Gold Corp (G-T). Thinks the price of gold is going higher, between $1300-$1400 this year, and that would help all gold stocks.


Price: $25.710
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 PAST TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick Feb 22/16. Up 14.53%.) This has been one of his favourite stocks because of the long-term need for food, fertilizer, etc. The merger with Potash (POT-T) bothers him somewhat.


Price: $123.860
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 BUY Arc Resources Ltd
ARX-T
Peter Brieger

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.


Price: $18.110
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
Showing 1 to 60 of 163,675 entries
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