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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
2017-03-27 PAST TOP PICK SMC Corporation
6273-JP
David Fingold

(Top Pick Nov 23/16, Up 2%) He sold it to move to a different opportunity that was timelier. 


Price: $0.000
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: No
2017-03-27 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  The sentiment on the street regarding the failure to launch the repeal of the health care act is that the tax changes will also be tough.  The big interest is in the mid-term election in 2018.  If it is not attached to a budget then nothing is going to get done.  The most logical thing is for the market to sell off to where it was before the Trump election.  This morning there are dip buyers coming in.  He thinks through April we will continue to drift lower to where we were before the Trump election.  It is the physiology about how markets work. You have to test the confidence.  He did not adjust positions on Friday because he expected it to fail.  There is major execution risk with Trump policy.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-03-27 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  It is the 10th year anniversary of the show.  He often gets the comment that he is always bearish.  But he thinks he is optimistic.  He looks at the risk side before the returns side of investing.  Beta is the sensitivity to the market risk.  When he is considering buying anything he thinks about the risk index.  ZEB-T graph compared to the world index looked at the weekly return and then he finds the trend.  The slope of .65 tells him the sensitivity to the world index.  At this level about 50% is related to sector risk.  He decides how much of the decision relates to the world, or to sector or to the specific stock.  XEG-T is the Canadian energy sector, compared to the world it is more sloped, meaning it is more risky.  He needs to weigh the macro factors more in this case.  SU-T has a lower correlation to the energy sector because there is less risk and that is because of their refining business.  Energy is starting to look interesting now.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-03-27 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Hodson

Markets.  We had a great big rally on anticipation of change.  The changes are going to take longer to implement than we thought.  It is time for the markets to sit back and pause a bit.  Going into first quarter earnings season, earnings and interest rates are the two drivers.  The US will continue to be the natural ‘go-to’ place.


Price: $0.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: _N/A
2017-03-27 N/A A Comment -- General Comments From an Expert
A Commentary
David Fingold

Markets.  He is not concerned about the health care repeal not going through.  Stock markets are bullish when legislation is in gridlock.  Patience will pay off with other Trump initiatives.  There is literally no volatility in the market.  Investing in this climate for him is no different than any other climate.  A company that is a good investment should not require any particular macro outcome, although it is important to know what could break the investment hypothesis.  He picks stocks bottom up, but worries top down.


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: _N/A
2017-03-27 N/A A Comment -- General Comments From an Expert
A Commentary
David Fingold

Why don’t oil producing countries cut production to get the price of oil up?  Most OPEC countries over produce to try to reach their budgets.  OPEC is not in a position to rebalance the market.  There is a lot of production inshore and off shore in the US (the Gulf).  There are a significant number of projects that are ramping up. 


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: _N/A
2017-03-27 N/A A Comment -- General Comments From an Expert
A Commentary
David Fingold

Housing prices.  Historically to break housing prices, you need a spike in unemployment.  He does not know when this will happen.  There is only a small chance of recession in the US.  CMHC has published concerns about the housing market. 


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: _N/A
2017-03-27 HOLD Alaris Royalty
AD-T
Peter Hodson

The main issue is that they have some portfolio problems.  3 or 4 of their investments are underperforming.  The company is working on it.  The dividend was cut in 2009 so it is not completely safe.  You could see one of the investments being written off, or you could see them make new royalty investments to dilute the bad companies.


Price: $22.260
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 COMMENT Altagas Ltd
ALA-T
Larry Berman CFA, CMT, CTA

6.8% is a pretty high yield.  If the outlook for Nat Gas is going to be suppressed for the next couple of years then the dividend is at risk.


Price: $30.980
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-03-27 BUY Altagas Ltd
ALA-T
Peter Hodson

The deal has not closed yet, but the company has indicted the deal is accretive to cash flow.  It is not a dividend he is particularly concerned about.  It is a solid company with a solid history and dividend.


Price: $30.980
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 WEAK BUY Amazon.com
AMZN-Q
David Fingold

The valuation is a bit rich.  He looks at it every time it pulls back.  The most interesting part of the story is the disruption they are creating.  They have huge runway and huge advantages.  Home renovation is a space that is relatively safe from AMZN-Q.  He prefers to play AMZN-Q through the suppliers of equipment for warehouses.


Price: $846.820
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: No
2017-03-27 WEAK BUY Aecon Group Inc
ARE-T
Peter Hodson

Last quarter was pretty decent with the dividend being bumped 10%.  It comes and goes with some of the contracts they have won.  The stock is cheap.  He prefers others in the sector.


Price: $17.090
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 PAST TOP PICK Alimentation Couche-Tard (B)
ATD.B-T
Peter Hodson

(Top Pick May 6/16, Up 10%) They are still digesting their most recent acquisition.  It is a slow and steady on this one.


Price: $59.570
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Yes
2017-03-27 BUY Bank of America
BAC-N
David Fingold

It is a very good company.  They have free deposits upon which they pay no interest.  They don’t have to pay a penny more on these deposits if interest rates rise.  They would be a major beneficiary of tax reform.  He prefers First Republic (FRC-N) in the banking sector, but BAC-N would outperform it if interest rates rose quickly.


Price: $23.030
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: No
2017-03-27 PAST TOP PICK Belimo Holding AG
BEAN-SW
David Fingold

(Top Pick Nov 23/16, Up 13%) Smart building controls.  Their controls are networkable and can be programmed on the job site from a tablet or Smartphone.  Their products have a payback of 12 months for new buildings or renovations. 


Price: $0.000
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: Yes
2017-03-27 TOP PICK Belimo Holding AG
BEAN-SW
David Fingold

Intelligent building controls that pay back in 12 months, primarily in actuation in ventilation systems.  They are entering the sensor business.  They control all of their technology, using their own designed chips.  They are essentially a semiconductor company.  30% operating profit margin.  He is one of the top holders of this security.  (Analysts’ target: 3500CHF).


Price: $0.000
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: Yes
2017-03-27 SPECULATIVE BUY BTL Group Ltd.
BTL-X
Larry Berman CFA, CMT, CTA

Within 20 years the world will be paperless in terms of currency.  Central banks and governments are absolutely broke.  Getting rid of the grey economy would really help.  When there is no cash in the system it eliminates all that.  This is one of the earliest types of this process.  It is an interesting concept.


Price: $3.150
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-03-27 BUY Grande West Transportation Group
BUS-X
Peter Hodson

He likes the company and is impressed with the orders.  They have been getting a lot of investor attention.  There is an execution risk in that they have to fulfill all the orders.  Management has done a very good job here.


Price: $3.190
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 HOLD Callidus Capital Corp
CBL-T
Peter Hodson

A lot of people have been buying the stock on anticipation of privatization.  If it does not get bought there should be a sell off.  They had 17 companies interested so he doubts the deal would not go through.  He would see the company continuing to buy back stock.


Price: $18.320
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 HOLD Clearwater Seafoods Inc.
CLR-T
Peter Hodson

It paused after a nice little run over the last year.  Earnings growth was solid.  Investors are concerned about the debt level.  It is a high quality company. Don’t expect a lot in the short term.


Price: $10.490
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 HOLD Currency Exchange Intl.
CXI-T
Peter Hodson

Apathy is the real problem.  Most of their business comes in the summer time.  There is no real news, takeovers, dividend, etc.  The stock is quite attractive at the $20 level.  It may get a kick start in the summer.


Price: $21.250
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 DON'T BUY Denison Mines Corp
DML-T
Peter Hodson

They have not made much money since 2003.  Don’t buy unless you are a really big uranium bull.


Price: $0.840
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 DON'T BUY Express Scripts Inc
ESRX-Q
David Fingold

He stayed away from the pharmacy benefits management space.  Drug prices are extremely elevated in the US compared to Europe.  Selling prices can fall a lot.  Most popular drugs are 20-30% cheaper in Europe than in the US.


Price: $64.600
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: No
2017-03-27 BUY Facebook
FB-Q
David Fingold

He does not think it is expensive.  It is at a discount to companies that can’t grow, like utilities.  FB-Q still has growth opportunity.  They are well positioned.


Price: $140.320
Subject: NORTH AMERICAN/GLOBAL
Bias: SELECTIVE
Owned: Unknown
2017-03-27 COMMENT Fiera Sceptre Inc.
FSZ-T
Peter Hodson

It is not his favourite industry with the regulatory changes coming in terms of fee disclosure.  Margins are going to get compressed.  They have a great dividend growth record.  It is a well managed company.


Price: $13.700
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 WATCH Colabor Group Inc.
GCL-T
Peter Hodson

A distributer to restaurants.  They ran into some debt trouble and cut their dividend.  Now we are back in recovery mode.  As they pay down their debt investors will become more interested.  He is still a little skeptical and would like to see a couple more quarters.  He is concerned about a lack of revenue growth.


Price: $1.150
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 BUY goeasy
GSY-T
Peter Hodson

In their last quarter they had a big dividend boost.  They are growing quickly but the PE is only 10-11 times.  He likes it a lot.


Price: $28.520
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-03-27 DON'T BUY Healthcare Leaders Income Fund
HHL-T
Larry Berman CFA, CMT, CTA

The US healthcare bill having failed Friday puts some risk into the sector.  He would be fine if it fell back to support levels, but would not step in today, otherwise it is a fine quality holding.


Price: $8.400
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-03-27 DON'T BUY Harte Gold Corp
HRT-T
Larry Berman CFA, CMT, CTA

They have never had any revenue.  Nobody knows what will happen so they are speculative.  He thinks gold will have a rally up to $1350 if we go unto uncertain on the equity market.  ZJG-T is a junior gold ETF and a better way to play it.


Price: $0.530
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-03-27 BUY on WEAKNESS High Arctic Energy Services Inc
HWO-T
Peter Hodson

You could nibble away at it.  He is not a real big fan of the sector as it is rolling over a bit.  He likes their dividend, balance sheet and management team. 


Price: $5.270
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
Showing 1 to 30 of 162,787 entries
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