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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
2017-07-26 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (2)

Market. The economy in Canada and the US is fine, but some shorter-term technical indicators have deteriorated, and are giving him some doubts. He tracks 2 different sets of data on his top-down indicators to indicate whether he is in offense or defence. Economic indicators have been strong and have stayed fairly strong across the board. A few months ago, some technical indicators in the overall market started showing a little bit of weakness, so he moved his portfolios to neutral and raised the cash level. Lately he has started to see a few things improving, but it is probably a little too early to move his cash back into the market.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2017-07-26 TOP PICK AGF Management (B)
AGF.B-T
Bruce Campbell (2)

This has been having a huge turnaround lately. They brought on a new president who is focused on trying to get the performance more consistent with the underlying funds. That has slowed down the redemptions. Thinks the next step will be where they go from slowing down to where they will actually start to see net inflows. Dividend yield of 4.3%. (Analysts’ price target is $7.)


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT Aphria Inc
APH-T
Bruce Campbell (2)

Thinks this is ultimately going to be a huge growth business, and Canada is probably going to be the trendsetter as far as growth goes. Expects this will become one of those global companies that ends up taking massive market share as the years go by. He is waiting to see how provinces deal with this on regulations. If you are a longer-term investor, you just ride this out, but if you are a shorter-term investor, you should be tactical and when things are crazy and getting out of hand, you trade in and out.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT Bewhere Holdings Inc
BEW-X
Bruce Campbell (2)

Given that their market cap is sub-$20 million, it is quite surprising that they’ve signed some of these deals such as Bell Canada (BCE-T) and Huawei out of China. They have technology that allows devices to talk to one another and can track assets. However, they’ve done it with low power. It is going to be a huge market for cell phone companies, as it allows them to go out and sell a whole new reoccurring revenue stream to customers that don’t have product with them right now. Expects that in the next few years this is going to show up on everyone’s radar, and will eventually get taken out by a larger company.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT Breaking Data Corp
BKD-X
Bruce Campbell (2)

Artificial intelligence machine learning is such a huge thing these days. This company had the technology and a fairly interesting machine learning and AI background for a number of years. They recently did a merger where they acquired a significantly bigger company in Europe, and it has taken a little while for the stock to digest what has happened. Now it looks like there is some traction in the stock price. The company continues to add new users to their platform. Once they are able to turn on the monetization of all those users, there should start to be some revenue and cash flow.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT Grande West Transportation Group
BUS-X
Bruce Campbell (2)

This makes 27.5, 30 and 32-foot buses, which are more efficient than running 40-foot buses on the same route. Traction has really started to gain in Canada. They’ve delivered 44 buses this year and said they are going to deliver 200, so production is going to have to be cranked up. He thinks they will get there. They just had an update and said earnings are going to be positive. They have a deal with a company out of the US that does manufacturing, so they have their “Buy America” certification now, which will help them get into the transit authorities. This could be a takeout candidate.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT CCL Industries (B)
CCL.B-T
Bruce Campbell (2)

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT CRH Medical Corp.
CRH-T
Bruce Campbell (2)

This has been hit extremely hard. It trades to a pretty significant multiple and probably got ahead of itself. On the news and speculation that some kind of reimbursement was going to come, the stock sold down. The code changes are not being reimbursed to the same degree. In the past, they’ve been able to use their currency to a certain degree to make acquisitions. They have just secured a bigger line, so it looks like they’ve shored up their business fairly well. Fairly good cash flow. The reimbursement is going to hurt them, and then the private pay insurance, the majority of their business, will end up coming down over time as well. They are going to have to replace the lost revenue with increased business, either organically or by acquisition.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT BLVD Centers Corp
CXV-X
Bruce Campbell (2)

This has been disappointing. They’ve changed their compensation program for managers, where they used to operate everything out of head office with no individual profit centres for their individual locations. Now, the individual manager is responsible for their profit and loss. He is hoping to see an uptick in profitability when this starts to come through, probably another quarter or two. Long-term this should be a very strong business, because they deal with addiction treatment in a number of different forms.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-07-26 HOLD Dollarama Inc.
DOL-T
Bruce Campbell (2)

This continues to fire on all cylinders. Numbers in the last few quarters exceeded analysts’ targets, and expects that will continue for some time yet. They’ve done a good job of increasing same-store sales as well as the number of stores. They’ve gone from a $1 format to higher price points, and are also accepting credit cards.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-07-26 WATCH Assure Holdings Corp
IOM-X
Bruce Campbell (2)

A fairly new company and has only had one conference call with management. Any time you have spine surgery in the US, there has to be 2 other people monitoring. Having 3 people is not very efficient, being set up by 3 different groups and billed 3 different ways. This company has formed a partnership with the spine surgeon in order to integrate the 3 parties into a unified billing, and they split the revenue with the surgeon. There hasn’t been a lot of history on this, but there has been phenomenal growth. They’ve been focusing in Colorado and have hired some sales people in order to expand out into other states around Colorado. It is fairly early, but it is one to watch.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 PAST TOP PICK Just Energy Group
JE-T
Bruce Campbell (2)

(A Top Pick July 27/16. Down 9.57%.) Was hoping to see a continued turnaround in their business, but they had a softer quarter and he sold his holdings at a loss. Likes the business longer-term, but wants to make sure it is going in the right direction from a quarterly standpoint.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-07-26 WAIT Jet Metal Corp
JET-X
Bruce Campbell (2)

These people are going to start up an ultra low-cost carrier in Canada. They haven’t got into flying yet, and haven’t got the business off the ground. They plan to go into some of the markets that are under serviced, where other carriers are not into them right now. They are working with some of the economic groups in those areas in order to get some deals. They’d like to get revenue from seat sales as well as parking and concessions. This is one where you have to wait and see how they execute.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT CIBT Education Group INC
MBA-T
Bruce Campbell (2)

This is going into student housing for foreign students. They are going to bring these things online and their cash flow is going to be ramping up. The company continues to execute very well.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT New Flyer Industries Inc.
NFI-T
Bruce Campbell (2)

This business is very strong and they continue to execute very well, both from the bus business as well as their coach business. Over time, they’ll probably pull some synergies out of the coach business as well as a stronger business for aftermarket parts. Trading at a reasonable multiple, and is not super expensive.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 TOP PICK Patient Home Monitoring
PHM-X
Bruce Campbell (2)

Continues to grow organically, and has done a phenomenal job. They had the reimbursement cut a year ago, and since that time they have actually gained back all their business and continue to grow. The company is going to be split and are currently in the regulatory process. Still trading at a very cheap valuation, and can go much higher from here. (Analysts’ price target is $0.85.)


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 PAST TOP PICK Pacific Insight Electronics
PIH-T
Bruce Campbell (2)

(A Top Pick July 27/16. Down 20.13%.) They continue to execute on an annual basis, but tend to have fairly lumpy quarters. He really likes the business. They continue to get into more vehicles. They are into Ford and Tesla right now. When Tesla rolls out the new models, they’ll probably get more business. Trading at a fairly reasonable valuation.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 TOP PICK Siyata Mobile Inc
SIM-X
Bruce Campbell (2)

This has a number of different technologies, mostly in the mobile communications area. The one that probably has the market most excited is the “push to talk” over cellular. They have this for fleets now, which allows users to broadcast to a number of different people all at once. As well, they are bringing in a number of different devices all into one at the same time. They’ve recently come into a deal with the US that is going to be really broadened out. (Analysts’ price target is $0.85.)


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT Westport Fuel Systems Inc
WPRT-T
Bruce Campbell (2)

He continues to like this. Expects you will continue to see them garner more and more market share as they go along. They’ve announced they are going to be EBITDA positive in 2018, the 1st time in history. Expects to see the stock continue to appreciate with more interest.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 PAST TOP PICK Sleep Country Canada Holdings
ZZZ-T
Bruce Campbell (2)

(A Top Pick July 27/16. Up 46.11%.) This continues to execute very well. It has pulled back of late, which is probably from rotation out of the sector. They will be reporting next week, and he expects pretty strong sales again. They’ll probably be helped by all the trouble at Sears, one of their big competitors.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Markets.  The TSX is the worst performing market in the world, even taking into account the currency.  The problem for Canadians is that our own market is down.  The strength of the Canadian dollar took away a lot of the gains.  The market in Canada is dominated by banks and resources.  We are totally undiversified.  He as 45% outside of Canada.  Half of that outside of Canada is in the US.  Most political news is noise to the market. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Europe Recommendation.  He likes multinationals that are headquartered in Europe (see his top picks).  DEA-N is part of Europe and is the world’s largest liquor company.  The Finish elevator and escalator company KONE (KNBV-OMX) does a lot of business in China.  Sanofi in France he likes also.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-07-25 BUY A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Canadian Rails.  He is favourable towards them.  Surface transportation companies let you know how economies are doing.  He prefers CNR-T over CP-T. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
John O'Connell, CFA

Energy. Eventually oil has to be significantly higher than what it is currently trading at. Oil/gas companies in the US have been saying they can produce oil at $30-$40 a barrel. They looked back at one of the top ranked US companies, Pioneer, which lies in the middle of the Permian Basin.  They found their cash flow from operations from 2006 to 2016 were an accumulative $15 billion. Capital expenditures were $16.5 billion. That was with oil at around $78 a barrel. There was only one year where they produced positive cash flow from operations. They funded this through stock issues, debt and selling assets. That is a history of what some US and Canadian companies do. They traditionally sell assets, dilute shareholders, borrow more money, and hope for better times. They say costs are lower and productivity has improved. We are seeing a leveling out of productivity out of 3-4 years because of technology improvement. A lot of these companies sold some great Crown jewels, and have been drilling hoping for better days. Saudi Arabia and most OPEC countries need oil that is in the $80 price range, and probably higher. North American companies need at least $60 oil, just to be treading water.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-07-25 TOP PICK Accenture Ltd.
ACN-N
John O'Connell, CFA

The largest consulting company globally. It has morphed very nicely over the last 5 years, and has become the leading consultant towards the Internet and Cloud computing. Cloud computing is really just getting going. Companies need a lot of help in terms of analysis, and how to go about doing it and how to implement it. This is a huge free cash flow generating machine. Dividend yield of 1.9%. (Analysts price target is $133.50.)


Price: $128.950
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT Altagas Ltd
ALA-T
John O'Connell, CFA

Will the deal in the US go through? He owns the receipts, which is the right way to play this. If the deal doesn’t go through you are buying the receipts at $29 which pays a 7% dividend. If the deal doesn’t go through, you get $31 back. He thinks the deal will go through. Things are quiet because it is going through the regulatory hearings.


Price: $29.160
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 TOP PICK Arc Resources Ltd
ARX-T
Norman Levine

Montney area, 70% gas.  He thinks the outlook for gas is better than oil.  It has been hurt by the fact that they are a BC energy producer.  We are closer to the bottom than the top in this industry.  (Analysts’ target: $22.50).


Price: $17.460
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT BCE Inc.
BCE-T
John O'Connell, CFA

This has held in pretty well as all good dividends paying stocks did. The big issue with big telcos in general is that half their earnings, interest, tax and appreciation comes from their wire line business. That business is dying slowly. Their offset to that has been acquisitions, boosting their dividend greater than their earnings through tax strategies, their mobile strategy and their forays into advertising and sports content. This is just above investment grade and he would not call it a safe dividend stock.


Price: $58.170
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 WEAK BUY Baker-Hughes
BHGE-N
Norman Levine

GE-N is merging their oil and gas operations with them as their largest shareholder.  As a Canadian investor, you get representation in the oil service area.  They are more geographically dispersed than the Canadian industry.


Price: $35.250
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 COMMENT Birchcliff Energy Ltd.
BIR-T
John O'Connell, CFA

Should they buy Altagas’ Gordendale plant? He would be surprised if they would purchase it. A lot of energy companies try to run asset-like programs. He doesn’t think Altagas would want to sell the asset.


Price: $6.270
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 PAST TOP PICK BankUnited, Inc
BKU-N
Norman Levine

(Top Pick July 25/16, Up 13.19%)  It came out of bankruptcy in 2007.  It is more sensitive to loan growth than interest rates. 


Price: $33.750
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 HOLD Cara Operations Ltd.
CARA-T
Norman Levine

It has not been a good investment in the short term.  Their Western Canada acquisition exacerbated their exposure to their Alberta and Saskatchewan markets.  They are going to expand their St. Hubert and Swiss Chalet products in supermarkets. 


Price: $24.600
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 PAST TOP PICK Celgene Corp
CELG-Q
John O'Connell, CFA

(A Top Pick July 6/16. Up 31.77%.) This is still a Buy. It has cancer drugs that work. Very, very profitable. Amazing balance sheet. Very, very strong management team.


Price: $136.440
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 WATCH Crescent Point Energy Corp
CPG-T
Norman Levine

It continues to decline. He thinks it is closer to the bottom than the top in oil and he has a small weight in Energy and is starting to get in.  Energy is always a trade.  Sell it when times are good.  Don’t be in a rush to put money in.


Price: $9.700
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 PAST TOP PICK Diageo PLC
DEO-N
Norman Levine

(Top Pick July 25/16, Up 7.59%)  It has been subject to BREXIT.  It benefited when the pound was getting hit.  When the pound went down the costs went down.  Sales continue to rise in North America.


Price: $119.390
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 PAST TOP PICK Walt Disney
DIS-N
John O'Connell, CFA

(A Top Pick July 6/16. Up 11.12%.) A quality name, a quality franchise and well diversified. They create incredibly valuable content that has very, very long shelf life. Their parks, hotels and movie businesses are booming. He believes ESPN will eventually sort itself out. This is still a Buy.


Price: $106.420
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT Dollarama Inc.
DOL-T
John O'Connell, CFA

This has done an exceptionally good job of moving up the food chain and increasing prices to $5. The strengthening Cdn$ is going to help a little, because they source a lot of their product internationally. A very, very well-run company. The one company that is not susceptible to the Amazon (AMZN-Q) potential problems. Trading at a pretty rich valuation.


Price: $123.050
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 DON'T BUY Encana Corp
ECA-T
Norman Levine

It is unfortunate it has suffered the way it has, since it split.  It has not worked out very well at all.  The management of both companies has been somewhat questionable.


Price: $12.960
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 HOLD Enbridge
ENB-T
Norman Levine

It was a great performer and then earlier this year it was a poor performer.  He does not average up or down. 


Price: $52.130
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT Enbridge
ENB-T
John O'Connell, CFA

Has owned some of this for a long time, and the only reason he hasn’t sold it is that he doesn’t want to pay the tax. The company has been treading water and is down about 7% year to date. It has been pursuing a growth by acquisition strategy, and doing it by raising its dividend to attract investors, and selling stock to pay for the dividend. They have been selling stock endlessly for 10 years now. They’ve exhausted the investment community. Very, very complex balance sheet.


Price: $52.130
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 WATCH Ford Motor
F-N
Norman Levine

He owns no auto stocks, but is warming up to them.  North American production is plateauing and possibly weakening.  However, it is at such a high rate that it is profitable for them.  In Europe economies are coming back and auto sales are picking up.  GM-N pulled out of Europe.


Price: $11.270
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 PAST TOP PICK Facebook
FB-Q
John O'Connell, CFA

(A Top Pick July 6/16. Up 42.24%.) There is a lot of running room and you can still Buy it today. Trading at pretty reasonable valuations.


Price: $165.280
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT First Quantum Minerals
FM-T
John O'Connell, CFA

An exceptionally volatile stock. It produces copper in dangerous parts of the world. Lots of companies are having problems these days with governments, not getting good enough deals. You have to be really careful. This is going to track the Chinese stock market pretty carefully. The company is well-run. Has a lot of debt. If you are going to invest in stocks like this, make sure it is the appropriate amount in your portfolio and don’t own too much.


Price: $14.000
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 DON'T BUY Goldcorp Inc
G-T
Norman Levine

Regardless of whether gold goes up or down it depends on whether the individual gold producer goes up or down. 


Price: $16.780
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 TOP PICK General Electric
GE-N
Norman Levine

This is the premier out–of–favour stock.  It is being hurt by oil and gas exposure and they have a big power generation business.  He does not see them both suffering forever.  There is a change in management in November.  It is a good time to be acquiring it.  (Analysts’ target: $31.00).


Price: $25.440
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT General Electric
GE-N
John O'Connell, CFA

Probably interesting, but it does have a “cash flow versus liability problem” for the time being, based on its dividend. It sold off a lot of assets so it pared its balance sheet to pay down debt. It is struggling through the problem of selling one thing, and making sure what they have allows them to grow. It has a good dividend, but presently is not earning enough to pay that. You have to question why they are paying a dividend.


Price: $25.440
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 TOP PICK Goldman Sachs
GS-N
John O'Connell, CFA

Just reported record earnings and profits. They have a strong capital management team. We have gone through 8 years of a financial mania, conglomeration and low interest rates. At some point that is going to reverse itself and this leading investment bank is going to help the companies get themselves out of trouble that they have put themselves in. Dividend yield of 1.4%. (Analysts price target is $241.50.)


Price: $221.580
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT goeasy
GSY-T
John O'Connell, CFA

Why would you want to be lending money to a society that is already one of the most indebted societies of the world, Canada, to the most disadvantaged people that are the least capable of paying their loans? The company makes its money selling couches and TVs, and lending them money to do so. Lending money to generate sales is never a good idea.


Price: $28.000
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 BUY Kelt Exploration
KEL-T
John O'Connell, CFA

An exceptionally strong management team. A good solid balance sheet and a low-cost resource. They own a lot of their infrastructure and have access to many different outputs should one break down. Management team has shifted from being an exploration company to more of a development program. They’ve proven up reserves which are very, very substantial, and well delineated. Their natural gas is very liquids rich, and the wells they are drilling have been very extensive. He thinks this company is easily a double in a more normal energy price environment. Really strong management team which owns about 20% of the company.


Price: $6.560
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 TOP PICK Kuehne + Nagel Intl.
KNIN-VX
Norman Levine

A Swiss company.  It is the largest in the logistics industry.  Moving and warehousing goods.  They are a major beneficiary of global trade.  They have net cash after debt.  Freight on the seas and rails.  (Analysts’ target: 154 Swiss Francs).


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 BUY Morneau Shepell Inc
MSI-T
Norman Levine

The biggest in pension and administration and outsourcing of HR stuff.  It is diversifying into the US.  The dividend is quite safe. 


Price: $20.660
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 STRONG BUY National Bank of Canada
NA-T
John O'Connell, CFA

He likes this bank, and purposely decided to own US banks rather than Canadian. This is a really well-run bank. A strong corporate lender. There is a resurgence in their energy book which is a positive. Good dividend yield of 4.1%.


Price: $56.440
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 HOLD Pfizer Inc
PFE-N
Norman Levine

It is one of the two drug stocks he owns.  It has not done a lot in the last couple of years.  It made acquisitions in order to get over its patent cliff.  He thinks sooner than later it will break out of its sideways trading.


Price: $33.100
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 DON'T BUY RioCan Real Estate Investment
REI.UN-T
Norman Levine

His concern has been that retailing continues to be a difficult environment.  It is a very well run company.  The dividend has not increased in quite some time and he does not predict one.  5.9% dividend.


Price: $24.100
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 COMMENT Snap Inc.
SNAP-N
John O'Connell, CFA

This company has a major problem. Facebook (FB-Q) copied Snaps best attributes, which has stunted their ability to grow its social network. The power of these enterprises is the network effect that they create through users. All Facebook had to do was introduce a similar type of feature with an already very large installed base. The company is challenged, because there are a lot of expectations and it was sold at a very lofty valuation. There is a lot of stock that still has to come out. Traditional TV stations are struggling with how they distribute short clip videos and appeal to a demographic. Buying this in the low single digit numbers might be attractive.


Price: $13.890
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-25 PAST TOP PICK Sanofi-Aventis
SNY-N
Norman Levine

(Top Pick July 25/16, Up 18.67%)  They faced a patent cliff.  They invested in smaller companies.  He thinks the outlook is quite good.


Price: $48.070
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT Spartan Energy Corp
SPE-T
John O'Connell, CFA

Trading at an incredibly good valuation. It is now 3X the size it was 3 years ago. Management has done an outstanding job. They did a large acquisition early this year which he thinks kind of exhausted and sapped up a lot of demand. There have been all kinds of rumours that they are having problems with wells not working, but that is absolutely not true. One of the best balance sheets in the country. They are under spending on their capital and overproducing on their production.


Price: $6.250
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 HOLD Stantec Inc
STN-T
Norman Levine

He likes the infrastructure space.  It is more talk than spending right now.  STN-T is more engineering than construction so there is no project risk.  It will take some patience.


Price: $31.740
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-25 COMMENT Tesla Motors Inc
TSLA-Q
John O'Connell, CFA

An amazing company, and have accomplished so much, and have sold so little. Has a huge market cap of $55 billion and about $5 billion in debt. The issue for him is that Tesla does not have a monopoly on batteries, battery power or electric engines. All they do is design 3 cars that look cool.


Price: $339.600
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-07-25 BUY Visa Inc.
V-N
Norman Levine

Ecommerce.  He is not sure anyone buys it for the dividend.  It is a very low yielding stock.  It is a growth story.  It is not a cheap stock, but it looks like it will continue to grow.


Price: $99.990
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
Showing 1 to 60 of 166,679 entries
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