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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
2017-02-21 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Market. Using Schiller’s cyclically adjusted PE, US stocks are not cheap. At 28X, it is 70% higher than the long-term average. However, valuations in most cases is not a good measure for market timing. More important is what is happening to interest rates. A lot of people indicate we still have another year or 2 for the market to run before there needs to be concern about an economic slowdown. Goldman Sachs thinks interest rates would need to go to nearly 4% before the economy would be markedly slowed down.


Price: $0.020
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: _N/A
2017-02-21 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Energy. Charts are pointing to a $75 oil in the next year. If oil breaks out, you are going to see a lot of people in Alberta having a spring back in their step.


Price: $0.020
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: _N/A
2017-02-21 N/A A Comment -- General Comments From an Expert
A Commentary
Alex Ruus

Market. There is more bullishness. Canadians, with our much more centric political viewpoint, have taken the Trump election much more cautiously than the US, which are putting the pedal to the metal, as they are realizing it is really, really good for business. Canadians are slowly starting to clue in that it is really good for the US economy, and consequently good for Canadian and global economies. We will get indigestion in certain areas as we move on through 2017, but in other areas we will get some very positive results.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2017-02-21 SELL Apple
AAPL-Q
Alex Ruus

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.


Price: $136.700
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 COMMENT Alaris Royalty
AD-T
Robert McWhirter

6.9% dividend yield, and the payout is 75%, so the dividend is covered, but stretched. Earnings estimates are up 1% in the last 90 days. Earnings are expected to have a very modest growth of 3% for 2017 versus 2016. Free cash flow is a modest at 2.3%. This borders in the top 3rd of his database. If looking for an income vehicle, he would look elsewhere.


Price: $23.200
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: Unknown
2017-02-21 PAST TOP PICK Alaris Royalty
AD-T
Alex Ruus

(A Top Pick Feb 2/16. Up 3.97%.) This has been a phenomenal long-term performer. The market has become very quantitative and momentum driven. The stock is now stabilizing and it is a great buying opportunity.


Price: $23.200
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-02-21 PAST TOP PICK Agnico-Eagle Mines
AEM-T
Robert McWhirter

(A Top Pick Feb 8/16. Up 29.61%.) The forecast at the time was that the long-term price of gold had bottomed and was headed up. Still thinks there is a good opportunity for gold because of rising inflation over the next couple of years.


Price: $61.410
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 DON'T BUY Altagas Ltd
ALA-T
Robert McWhirter

Sold his holdings about 2 months ago. Payout ratio is 56%, reasonable within the utility part of their business. Earnings grew 75% as of October 20, and are forecast to decline by 19% when they report in February. Overall earnings for the year is forecast at $.99, and a slight decline to $.97 in 2017. Free cash flow growth is negative. He would prefer other stocks. Dividend yield of 6.7%.


Price: $31.650
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 PAST TOP PICK Anthem Inc
ANTM-N
Alex Ruus

(A Top Pick Feb 2/16. Up 31.82%.) The #2 healthcare insurer in the US. Healthcare has been out of favour in the last year, but even with that this has made decent money. A testament to what a great quality business is. A fantastic cash generating business. Undervalued, trading at 12X 2018 earnings. Dividend increases every year, and they buy back stock.


Price: $164.220
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-02-21 COMMENT Algonquin Power & Utilities Corp
AQN-T
Robert McWhirter

Payout ratio is 50%. A “sleep at night” stock meaning it has a low beta, volatility is half of the market over the last 5 years. Year-over-year sales was up 9% in November and earnings were down 31% and down 21% in the coming quarter, but are expected to grow from $.42 to $.65, a 54% lift, against an 18 PE giving you a .33 PE to growth. A PE to growth that is less than 1%X is typically viewed as attractive. Ranks in the top 25% of his database. Enterprise value to EBITDA is 13X, which is pretty reasonable. Thinks there is a pretty secure future. Dividend yield of 5.2%. (See Top Picks.)


Price: $11.830
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 BUY Birchcliff Energy Ltd.
BIR-T
Alex Ruus

(Market Call Minute.) A solid, solid gas producer on the West Coast.


Price: $7.580
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 PAST TOP PICK Boralex Inc.
BLX-T
Robert McWhirter

(A Top Pick Feb 8/16. Up 38.9%.) Wind and renewable energy. Continues to rank well in his overall dividend model. Yield of 3% and payout ratio of 23%. The purpose of owning this is to benefit from the rising earnings, up 36% in November, and expected to be up 75% when they report in March. Year-over-year earnings growth is expected to go from $.21 in 2016, to $.48 in 2017, giving a 42X PE multiple. Free cash flow is minus 7%. Enterprise value to EBITDA is at 13X. Still feels there are great opportunities for growth.


Price: $20.210
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 HOLD Bristol Myers Squibb
BMY-N
Alex Ruus

A big legacy pharmaceutical company that has undergone a bit of a Renaissance in the last 5 years. One of the 2 big pharmas (along with Merck (MRK-N)) that have become leaders in cancer immunotherapy area, a fast growing area. In mid-2016 the stock really dropped because of a negative trial result. He likes this longer-term, but you have to be cautious because they are going through some turbulence. The stock still isn’t cheap. If it got down to around the 52-week low, that would be an area to start looking.


Price: $54.780
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 BUY Brookfield Property Partners
BPY.UN-T
Robert McWhirter

Year-over-year sales is up 14% and earnings are expected to grow by 17% when the report in May. Year-over-year earnings are expected to grow 47% for 2017. This gives a PE of 24X and a PE to growth of .5. ROE is still pretty modest and is expected to be 3.3%, however free cash flow on a 4th quarter trailing basis is attractive at 7%. This looks like a pretty good opportunity to make some money. Dividend yield of 5.1%.


Price: $30.810
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 BUY Anheuser Busch Companies Inc.
BUD-N
Alex Ruus

(Market Call Minute.) This would be a Buy on weakness, and we are now at that weak point.


Price: $68.580
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 COMMENT Callidus Capital Corp
CBL-T
Robert McWhirter

Payout ratio on 4th quarter trailing cash flow is 28%. The challenge is near term earnings which are forecast to grow significantly from $1.19 to $1.82, a 53% earnings growth forecast for 2017 gives a PE of 10X and a PE/Growth of .2 which is particularly attractive. ROE of 19% is forecasted for this year with 11% free cash flow yield. Dividend yield of 6.5%.


Price: $18.380
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 COMMENT Cardinal Energy Ltd
CJ-T
Robert McWhirter

Year-over-year cash flow was down 42% in November. However, earnings estimates have gone up by 20% in the last 90 days. Expected to lose $.13 in earnings this year, and $.02 next year. Forecasted as having $1.76 of cash flow for 2018 and $1.21 in 2017. If there is a rise in oil prices, this looks like a reasonable expectation.


Price: $8.850
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 BUY Crescent Point Energy Corp
CPG-T
Alex Ruus

One of Canada’s preeminent oil companies. The largest landholder on the Canadian Bakken play in Saskatchewan, and have built a very big company on the back of that. One of the more profitable oil plays. We are now in a bottoming and slowly rising process now with oil prices. This is probably one of the better plays in the Canadian energy patch. A lot of institutions have a sour taste because of past transactions. A good investment.


Price: $16.310
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 COMMENT Capital Power
CPX-T
Robert McWhirter

In the top 10% of his database. Just acquired some new assets and it will be interesting to see how that will impact earnings. The 6.2% yield is significant, but they have significant free cash flow to support it.


Price: $25.800
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: Yes
2017-02-21 HOLD CT Real Estate Invest Trust
CRT.UN-T
Alex Ruus

(Market Call Minute.) Owns a lot of Canadian Tire retail holdings.


Price: $15.330
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 COMMENT Capstone Mining Corp.
CS-T
Robert McWhirter

This has done well but charts show it getting a little toppy. Longer-term, this is a play on copper. Copper prices look like they have broken out recently, which would be quite positive for a lot of Canadian mining and copper companies over the coming 12 months. Ranks in the top 3% of his database.


Price: $1.730
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: Unknown
2017-02-21 BUY on WEAKNESS Canadian Tire Corporation Ltd. (A)
CTC.A-T
Alex Ruus

(Market Call Minute.) A great, long term, Canadian retail franchise. It’s close to its 52- week high.


Price: $156.740
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 COMMENT Ceapro Inc.
CZO-X
Robert McWhirter

They extract the good stuff from oats for use in cosmetics. Also, extracts for use in food for reducing cholesterol. Recently increased their plant size by 10X. Still has a year’s worth of inventory stockpiled for covering risks with their new plant. There was some lumpiness in the most recent quarter with a Chinese customer not reordering. The question is, will he be back in the upcoming quarter. Thinks growth is pretty good with some interesting opportunities.


Price: $1.620
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: Unknown
2017-02-21 TOP PICK Element Fleet Management
EFN-T
Alex Ruus

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)


Price: $14.030
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-02-21 HOLD Exchange Income
EIF-T
Alex Ruus

(Market Call Minute.) A good, well-run company. It has had a heck of a run over the last year.


Price: $39.640
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 DON'T BUY First Capital Realty
FCR-T
Robert McWhirter

Ranks in the top 3rd of his database. A fairly slow growing company. Earnings growth is forecast to be negative, going from $1.03 in 2016 to $.86 in 2017. Free cash flow is a minus 3% on a 4th quarter trailing basis. Using enterprise value to EBITDA, it trades at 22X 4th quarter trailing and is down 2.6%. Dividend yield of 4.2%.


Price: $20.570
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: No
2017-02-21 COMMENT Flyht Aerospace Solutions
FLY-X
Alex Ruus

An “Internet of things” company in a way, but for the aircraft industry. Provides critical data streaming from planes to the ground, and are the leader in that segment. Over time, this will become a global standard. They struggled for a number of years and just became profitable this year. It has great things ahead of it. Thinks the stock goes significantly higher.


Price: $0.270
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-02-21 TOP PICK Fortis Inc.
FTS-T
Robert McWhirter

A diversified international distribution utility holding company. 25% dividend payout ratio. Reported a 15% earnings surprise on Feb 16. Sales are up 11% year-over-year, and the growth margin grew 7% year-over-year. Free cash flow was up 44% and ROE is 8%. 3.7% dividend yield. (Analysts’ price target is $48.55.)


Price: $43.180
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: Yes
2017-02-21 COMMENT Knight Therapeutics
GUD-T
Robert McWhirter

Basically a company that acquires pharmaceutical products, typically from other large established companies. Ranks in the top 3rd of his database. Earnings have been a bit challenged for the coming quarter. Most recently, sales were up 26% and earnings were up 54%. In the coming quarter,it is expected to have a step back, and earnings are expected to be $.03 versus $.08 last year. Earnings estimates have been shaved by 15%, and earnings for 2017 versus 2016 are literally unchanged at $.13 per share. Against a $10 stock price, that gives you and 82X PE multiple with low to no growth. There is a lot of competition and better opportunities in others.


Price: $10.820
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on OIL
Owned: Unknown
2017-02-21 HOLD Hudson Bay Co.
HBC-T
Alex Ruus

(Market Call Minute.) Going through a bit of choppiness. Real estate is probably worth a lot, relative to the share price. Until you actually see that realized, weakness in their retail operations could put pressure on the stock.


Price: $12.360
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
Showing 1 to 30 of 161,687 entries
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