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

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Date Signal Company Expert Opinion Price
2017-01-20 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Simpson, CFA

Dividends split companies? These will basically have a capital stock that doesn’t pay a dividend, and another piece that pays a dividend. They arrange this by using leverage, and usually invest in underlying entities that pay a dividend or generates cash flow. Depending on what you are invested in and how much leverage there is, and how the market performs, that is really going to determine how the split share does.


Price: $0.020
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: _N/A
2017-01-20 N/A A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Market. The secret on seasonality is that you Buy on the rumour and Sell on the news. Historically, during the first 4 months after a president is elected, the market has a tendency to reach a fairly important short-term peak right around inaugural day. After that, it tends to go sideways for a time. Once you get your executives into power and Congress starts to do things, then the market moves higher. Historically, the Canadian market has done very well from approximately the beginning of December right through until February of each year, and there is good reason to believe that that is going to happen again this year. There is good reason to believe that 4th quarter earnings by Canadian companies are going to be very strong. In fact, the top 60 companies in Canada are expected to show a gain of 8.3% on a year-over-year basis. By the end of the year, markets will be significantly higher.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2017-01-20 COMMENT Air Canada (B)
AC-T
Don Vialoux

The seasonality for this depends upon when they are using their planes most frequently. That would be Christmas time and summertime. The chart shows this is currently in an upward trend. It has been lagging a little relative to the market during the last 2-3 weeks, but that is not unusual. If you own the stock, you may want to wait until the next period of seasonal strength, around March, for a seasonal trade right through until June.


Price: $13.570
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 HOLD Agrium
AGU-T
Don Vialoux

This is involved in the merger with Potash (POT-T) right now, which will have an impact on pricing for the next little while. Seasonally, the stock has done well from around the beginning of October right through until the 2nd week of February. However, the merger is going to have a greater impact on the stock, one way or another. The period of seasonal strength ends in the middle of February, so it has about another 3 weeks to go.


Price: $140.150
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT American International Group
AIG-N
Don Vialoux

Basically a financial services company. Historically the US financial service sector starts to get positive on a seasonal basis in the 3rd week in January. It usually goes higher until around the end of April. Currently, the stock has already gone above a key resistance level. The trend is on the upside already. You have all the requirements for an interesting seasonal trade right through until around the beginning of May.


Price: $66.540
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Aimia
AIM-T
Michael Simpson, CFA

The former Aeroplan, originally in Canada and diversified to other countries. The CEO is taking a 4 months medical leave. He has concerns about growth going forward as well as debt levels. Dividend yield of about 9.3%.


Price: $8.490
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 PAST TOP PICK Altagas Ltd
ALA-T
Michael Simpson, CFA

(A Top Pick Jan 22/16. Up 9.17%.) This has energy and infrastructure. Mid-streaming was their original business. Also, has power in Canada and the US as well as some regulated utilities. Very well-run. 6% dividend yield.


Price: $32.430
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Altagas Ltd
ALA-T
Don Vialoux

Technically, this has been in a trading range for almost 18 months. This tells you it doesn’t have the momentum you would like to see for a seasonal trade. On a chart like this, wait until there are signs that there is positive momentum and positive performance relative to the market.


Price: $32.430
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Amazon.com
AMZN-Q
Don Vialoux

Seasonality on this is very different than the average retail merchandising US company. He is not even sure of the seasonality. Looking at the technicals, the stock is going in the right direction. The longer-term trend is on the upside. The shorter term trend is still even stronger to the upside. On a relative basis, the stock is very, very strong.


Price: $808.330
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 HOLD Aecon Group Inc
ARE-T
Don Vialoux

Seasonal strength appears to be from January through to May of each year, when things are being constructed. We are now just at the beginning of a period of seasonal strength. It’s currently in a trading range, so you want to wait until it breaks above that, but then you have a pretty good chance of seeing the stock test the previous high.


Price: $15.800
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Bank of America
BAC-N
Don Vialoux

Seasonally, the best time to own this is from right around now until approximately May of each year. Technically, the stock is in an upward trend, and testing its recent highs. It is outperforming the market and has positive momentum, and we are just about to enter the period of seasonal strength. It looks like an excellent opportunity to add more positions.


Price: $22.640
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 BUY Brookfield Asset Management (A)
BAM.A-T
Michael Simpson, CFA

A global asset manager, primarily focusing on 3 main areas; real estate, renewable power and infrastructure. There was concern earlier in the year about a backup in rates. Heavily invested in hard assets globally. They look for countries or areas that are undervalued, or companies that have a little problem so that they can buy them at a cheaper price, fix it up and realize the value. They also give regularly annual dividend increases.


Price: $46.010
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Brookfield Asset Management (A)
BAM.A-T
Don Vialoux

This starts its period of seasonal strength this week, and continues right through until the beginning of May each year. The chart shows this has been in a trading range for quite a period of time, with a slight upward trend. Once it breaks above the resistance level, then you can expect the stock to take another move on the upside.


Price: $46.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT BCE Inc.
BCE-T
Don Vialoux

During the last couple of weeks, he is starting to see interesting technical signs that the stock is starting to show some pretty good stuff. Yesterday it broke above a small trading range. Technically, he is starting to become more positive. On a seasonal basis, the stock normally does OK this time of year. The next couple of months is a good time to own this, but from a seasonal point of view, you may want to look at around the end of February for an opportunity to go into the more economically sensitive areas that will probably outperform this one.


Price: $58.930
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Brookfield Real Estate Services
BRE-T
Michael Simpson, CFA

We’ve had a fantastic Canadian real estate market for more than a decade. For the last 5 years, it has really been a story of Vancouver and Toronto. This company has a good model where they receive a royalty from their agents. There is a little concern that the number of agents may decline. Great company and great strong management, but not sure how long the residential real estate cycle can last. Dividend yield of 8.1%.


Price: $16.030
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 COMMENT Baytex Energy Corp
BTE-T
Michael Simpson, CFA

For many years this had a very conservative balance sheet, primarily in Western Canada. A few years ago they made an acquisition in Texas. His issue is that their debt levels are very high at 5X debt to cash flow. The dividend payout is at about 112%. He prefers names that have a better, stronger balance sheet.


Price: $5.410
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 TOP PICK CASH
CASH
Don Vialoux

There is a lot of uncertainty coming our way over the next 2-3 months, because of what is happening in the US. It could have an impact on Canada as well. It is nice to have some cash in the kitty just in case something should happen in the next 2-3 months with the new Trump president.


Price: $0.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2017-01-20 COMMENT Cargojet Inc
CJT-T
Michael Simpson, CFA

Facilitates cargo transportation across Canada, mostly at night. There are rules in Canada as to what the large US companies can do. If you want something to go from Toronto to Vancouver, it will be this company that will probably do it. They have grown their business with UPS, and have one business with Canada Post. An excellent company and well-run.


Price: $47.460
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Canadian National R.R.
CNR-T
Michael Simpson, CFA

The best rail in North America. Lowest operating ratio and generates a lot of free cash flow. Very customer focused. It continues having good growth. They don’t haul a lot of coal or oil, but incrementally that could be positive. He expects them to continue giving best class execution and continued dividend growth.


Price: $93.450
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Chartwell Seniors Housing
CSH.UN-T
Michael Simpson, CFA

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. This has been around for a long time. They had US operations, but sold them. Very focused on different levels of care, independent, semi-independent and full care. If he had to buy one, it would be this one.


Price: $14.540
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 HOLD Corby Spirit and Wine (B)
CSW.B-T
Don Vialoux

He doesn’t know the seasonality on this, but the technicals show that it has been in an upward trend for quite a period of time. During the last little while, it has been in a trading range between around $19 and $22. It is not unusual for a lot of stocks in the consumer staples sector to have this kind of a pattern. You want to be a buyer of the stock on any kind of weakness close to support, which in this case is around $20. This is for the possibility of a break out above the $22 level. The stock is in an upward trend which is positive. Stick with the stock as long as it stays in an upward trend.


Price: $20.900
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 PARTIAL SELL CSX Corp
CSX-Q
Michael Simpson, CFA

An Eastern based railroad. When Hunter Harrison was still employed by Canadian Pacific (CP-T), overtures were made to do a merger. He used to own this because it was cheap, hoping that the existing management would turn it around. If you own, he would be inclined to take some profits.


Price: $44.330
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 TOP PICK CVS Health Corp
CVS-N
Michael Simpson, CFA

The 2nd largest drugstore in the US, but also a PBM, (Pharmacy Benefit Manager). PBM’s are a little misunderstood in the US. They were set up because corporations didn’t want to deal with managing employees’ drug benefits. PBM’s actually save companies money. Depending on the contract, they can pass through 85%-100% of their money. CVS is going to buy back about 5 billion of shares. Good dividend growth rate and free cash flow. This is trading much lower than the market. Dividend yield of 2.44%. (Analysts’ price target is $88.74.)


Price: $81.560
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 BUY Detour Gold
DGC-T
Don Vialoux

Gold has 2 periods of seasonal strength. We have just entered one during the last couple of weeks. Historically it does very well from around the 2nd week in December right through until approximately the 1st week in March. Currently it is forming a nice little base and is starting to pick up. Looks like a good trade for the next couple of months.


Price: $17.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Extendicare Inc
EXE-T
Michael Simpson, CFA

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. Not sure how extensive they are in the US. If he had to buy one, it would be Chartwell. Dividend yield of 4.7%.


Price: $10.200
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 COMMENT Extendicare Inc
EXE-T
Don Vialoux

Technically, the stock just recently broke to a new recent 3 year high. It is already in an upward trend, and just during the last few days, it has broken through to another new high. The trend is positive at it is outperforming the market.


Price: $10.200
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Fairfax Financial
FFH-T
Michael Simpson, CFA

A global insurer, property, casualty, etc. Currently, they are trying to buy Allied World that has a $5 billion market cap, a Swiss based insurer. Right now, Fairfax is getting about 75% of their premiums from North America, and 25% from the rest of the world. It has spun off some different subsidiaries, and currently are in an IPO process for Fairfax Africa. A good company, but valuation is a little higher than what he likes to pay.


Price: $610.840
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 TOP PICK Gildan Activewear Inc.
GIL-T
Michael Simpson, CFA

T-shirts, underwear, socks, sweatshirts. Low cost producers with operations globally. The US does not produce a lot of T-shirts, underwear or socks, and this company has a plant in Georgia that spins the yarn for socks. Trading at 14X earnings. Debt to cash flow is 1.3X. They have a great history of growing their dividends. There is a lot of negative sentiment in the stock. As a low-cost producer, they will be able to compete efficiently. Recently bought the name of American Apparel, not the manufacturing. Dividend yield of 1.24%. (Analysts’ price target is $42.11.)


Price: $33.440
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 BUY Gilead Sciences Inc.
GILD-Q
Michael Simpson, CFA

Manufactures very powerful drugs for hepatitis C and HIV. Trading at a very cheap valuation, about 7.5X next year’s earnings. They also have a pipeline of new drugs. Has cash which can be used for an acquisition. Given the cheap valuation and their strong franchises in their drugs, this is very compelling.


Price: $71.010
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Husky Energy
HSE-T
Michael Simpson, CFA

This has done a pretty good job. They have assets in Western Canada as well as a natural gas play in Asia. Also has a Western Canadian refinery. They’ve done a decent job, but he prefers Crescent Point (CPG-T) or Cenovus (CVE-T).


Price: $16.350
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
Showing 1 to 30 of 160,650 entries
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