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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
2017-05-26 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

Market. We are still seeing the phenomena of a few big stocks such as Amazon, Apple and Facebook leading the market higher. That will probably continue as the power of them is absolutely solid, amazing, and overwhelming.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2017-05-26 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Market. We have hit all-time record highs in the S&P 500 and the NASDAQ. The TSX has been largely wedged in a sideways move since the beginning of the year, mostly due to energy prices struggling for most of the year and uncertainties in the housing market. US equity valuations look somewhat stretched. The S&P 500 is trading at 18X forward earnings, but in corporate earnings momentum, we have seen a very, very strong slate of corporate earnings coming out, which has kept the market propped up. We need to continue to see that through the next few quarters in order to sustain the valuation in the marketplace. Also, investors and the marketplace are very, very hopeful of tax reform and deregulation coming out of the US. From a global perspective, we are seeing a synchronized economic growth and earnings forecasts, which are trending upwards for the 1st time since 2010, in all major regions of Europe, Asia, etc. He remains very constructive on cyclicals, which includes the financial sectors, technology, industrials, etc. Continues to be underweight defensive stocks, which would be the consumer staples, telecom type stocks. In his portfolio, he prefers dividend growers versus dividend plays. As rates start tracking upwards, you’ll see dividend payers start to move sideways. You want to see those names that can properly grow dividends over time. The VIX is showing under 10 at this time, a very low number. However, historically a low VIX does not mean markets are going to take a downturn, so he is not too concerned about that.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-05-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Stan Wong

A defence stock? Some of the go to names would be Raytheon (RTN-N) a missile producer, Lockheed Martin (LMT-N), Northrop Grumman (NOC-N), General Dynamics (GD-N). He has always liked General Dynamics a little bit more because of its diversification. Valuations are very, very similar across the board, and you see that the returns are also very similar over the past year.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-05-26 BUY A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Emerging Markets ETF? One of the longer standing ones would be the iShares MSCI Emerging Markets (EEM-N), and his other choice would be the Vanguard Emerging (VWO-N). These have very similar types of performance. Thinks Vanguard might be a little bit cheaper. He likes the emerging markets. (See Top Picks.)


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-05-26 HOLD AGT Food & Ingredients
AGT-T
Michael Smedley

Doesn’t know why it has been dropping lately. It has become the dominant force in the lentil supply to countries like India. India had a big crop. If he owned, he would tend to stay in it.


Price: $25.990
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-05-26 TOP PICK iShares S&P Asia 50 ETF
AIA-Q
Stan Wong

This gives you a diversified exposure to 50 of the largest, most established Asian names in a single strategy. This is trading at under 12X PE on a forward basis, 1.5X Price to book. That is a discount to North America.


Price: $56.800
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Amazon.com
AMZN-Q
Stan Wong

He has mixed feelings on this. Valuation is quite high at 66X forward earnings, but it is still showing a 35% long-term growth rate. PEG ratio is about 1.9-2X, a little more expensive than what he likes. They are doing very well and dominating the North American online retail space. What is interesting is Amazon Web Services whose revenues are doing very well and accelerating. However, they could face some competition from very well capitalized players such as Alphabet (GOOG-Q) and Microsoft (MSFT-Q) down the road. Valuations are slightly above where he would like them to be.


Price: $995.780
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Arc Resources Ltd
ARX-T
Michael Smedley

The company has reshaped itself after its particular crisis about 1.5 years back, and are operating quite comfortably, but isn’t cranking the handle for everyone. In the long-term, this will continue to be one of the majors. If you want to be in the sector, then continue to hold.


Price: $17.750
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-05-26 BUY Bank of America
BAC-N
Stan Wong

He likes the US banks. This is one of the cheaper ones, trading at under 1X BV. Pays a 1.3% dividend, but they have the potential to increase shareholder capital return to dividend increases and buybacks. They should also benefit from lighter regulation, lower taxes, and higher interest rates. Probably not a bad time to be picking away at this.


Price: $23.240
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 TOP PICK BlackBerry
BB-T
Michael Smedley

Thinks that this is at the breakout. They are sitting with $1.7 billion in cash, has free cash flow and are still top of the security type market. They have this radar set up which is going to do a more sophisticated job on tracing trucks all around the countryside. They also have other divisions, including one that has multifaceted stuff in cars. Still going to get royalties out of the handhelds. (Analysts’ price target is $9.50.)


Price: $14.950
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT BCE Inc.
BCE-T
Stan Wong

A name you want to own when you want to collect a very nice dividend. Very secure 4.7% dividend yield. Good growth rate with the dividend going forward. Shares are trading at about 9.5X enterprise value over EBITDA, which is kind of fair at this time. Regulatory environment for telcos has been challenging and can become more so.


Price: $60.770
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-05-26 COMMENT Bird Construction Income Fund
BDT-T
Michael Smedley

A great, great performer for years and particularly strong in the oil sands with a concrete business. Particularly liked the old management, not to say that the newer management is not to be liked, but it doesn’t seem to have the same colour and performance. They had a dividend cut, which was probably very prudent.


Price: $8.520
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 HOLD Bank of Montreal
BMO-T
Stan Wong

In the Canadian banking sector, you have to separate the ones which are highly dependent on Canadian revenues, and those who are more dependent on outside revenues. This one is right in the middle, but probably more dependent on outside revenues. Only 60% of its revenues come from within Canada, with the rest coming from the US. Earnings report was not great and the stock got hurt a little. He has seen this before with a lot of the bank stocks, so it is not a name he would give up on at this point. It could even be an entry point at this time.


Price: $91.170
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 PAST TOP PICK Airboss of America
BOS-T
Michael Smedley

(A Top Pick April 28/16. Down 18%.) This has had quite a good history for 2-3 years, and got hit by the oil/gas sector, and a very, very slow defence buying in the US. This is still a Hold.


Price: $12.390
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 HOLD Boston Pizza Royalties
BPF.UN-T
Michael Smedley

Pizza companies do have different structures. Sometimes they are owners, and sometimes they are franchises. He thinks this is a good, long term hold. Good dividend.


Price: $22.730
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-05-26 TOP PICK BTL Group Ltd.
BTL-X
Michael Smedley

This is involved in blockchain technology, the new coming thing in financial transactions. Curiously, this seems to be the only pure blockchain developer provider in the world. Trial clients are Visa, banks and a group of powerful energy trading interests.


Price: $4.650
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 TOP PICK CCL Industries (B)
CCL.B-T
Michael Smedley

A packaging giant, as well as a player in the new polymer banknote material, which they acquired from a partnering type of company. There is going to be a 5 for 1 stock split in a couple of days. Dividend yield of 0.7%. (Analysts’ price target is $337.50.)


Price: $310.970
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 PAST TOP PICK Celgene Corp
CELG-Q
Stan Wong

(A Top Pick April 6/16. Up 8%.) Their cancer drug continues to do well. They have a strong pipeline behind that. The shares are trading at 15X forward earnings, with what he expects to be a 20% long-term growth rate. That gives a PEG ratio of .75. Still very cheap.


Price: $116.780
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Canaccord Financial Inc
CF-T
Michael Smedley

The major 4th retail operator currently listed. It has been through difficult times. The markets have been difficult. They lost their president. Has some very interesting properties in Australia and the US. Volumes have not been tremendous on the stock and IPO markets for the most part. Doesn’t see anything that is going to crank the handle in the near term. If you see something more exciting, then put the cash there. He sold his holdings.


Price: $4.580
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-05-26 PAST TOP PICK Cineplex Inc
CGX-T
Stan Wong

(A Top Pick April 6/16. Up 5%.) This continues to do well. Very strong management. Executing on their plans of diversifying their revenues, whether inside the theatre to building the rec room. Shares are trading at 16X enterprise value over EBITDA. Pays a nice dividend of 3.5%.


Price: $51.720
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Canadian Natural Rsrcs
CNQ-T
Stan Wong

He is pretty light on energy at this time. There is a lot of proof showing energy prices are going to remain low and steady. If he were going to have some weighting in energy, this is a great name to own. The technology for shales in the US will continue to put pressure on energy prices going forward. He would probably stick with some of the pipelines or some of the larger cap names such as this.


Price: $40.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Costco Wholesale
COST-Q
Stan Wong

A great franchise. Doing very well in North America and in their expansion plans elsewhere. Has never owned this. Has a forward PE ratio of about 28-29 times, which is at the high point of its 10-year historical average. That concerns him a little. It has a growth rate of about 10%, so you are looking at a stock that is rather expensive when looking at the PEG ratio. It continues to move well in price action, but from a valuation standpoint, you want to be careful and look at other names instead.


Price: $177.860
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Cisco
CSCO-Q
Stan Wong

Valuations are getting slightly rich in terms of their PEG ratio. Their forward PE is trading at about 13X earnings. The growth rate has come down to 6%-7% or so. A little bit expensive relative to the higher growth type of names. (See Top Picks.)


Price: $31.500
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Dollarama Inc.
DOL-T
Stan Wong

He took profits recently. The valuations are a bit high for this space. A lot of the Canadian consumer staples stocks/retailers are expensive. This one is trading at about 28X forward earnings, with still a very good growth rate of 15%-17%. They had a very strong earnings report last quarter, which pushed the stock from the $110 level to $120, and it is now starting to plateau again. They are now accepting credit cards which is helping them. They have a long runway for expansion.


Price: $121.700
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 HOLD Medical Facilities Corp.
DR-T
Michael Smedley

This is a fairly solid, continuing dividend payer. They are running rather nice surgical facilities. Took on new management about a year ago, and have done well. The quarter has been a little soft, but they are in a good sector. Have about 5 facilities across the US. A good operation.


Price: $16.580
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-05-26 HOLD Enbridge
ENB-T
Michael Smedley

A very long-term Hold. There is a muddled political situation somewhat on pipelines, with what is happening in the US and the environmental protests.


Price: $52.480
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 TOP PICK Facebook
FB-Q
Stan Wong

They are up to 1.9 billion active monthly users. They have more users with more user time than any other social network. They provide the largest audience, and therefore the most valuable data for advertisers. Their ad revenue per user is growing very nicely, and the runway is very long term. Despite shares being near all-time highs, he continues to buy this for his clients. Shares are trading at a forward PE of 25X, near their historical low. (Analysts’ price target is $170.)


Price: $152.130
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Drone Delivery Canada Corp
FLT-CN
Michael Smedley

They are going through a quite solid trial of operations. They are dealing with aviation, so have to get permited, totally acknowledged, and inspected by the authorities. They are in the forefront of Canadian drone operations. Thinks they probably will do well. They have good relationships with things like Canada Post.


Price: $0.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 PAST TOP PICK First National Financial
FN-T
Michael Smedley

(A Top Pick April 28/16. Down 1%.) At a higher level than Home Capital (HCG-T), but on a par with Bank of Nova Scotia (BNS-T), which is at the top of the pile. The latest quarter was a tiny bit mixed, but that is probably your opportunity to Buy.


Price: $25.160
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT General Electric
GE-N
Stan Wong

Has been disappointed with the sideways movement. However, it gives a pretty nice dividend of about 3.5%. It is under-tracking some of the other industrial names he owns. He is keeping a very close eye on this to see if it gets close to his exit point of a stop loss.


Price: $27.450
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT CGI Group (A)
GIB.A-T
Michael Smedley

Solid stuff. Might be the best example of a Canadian company that has got itself thoroughly qualified, partly by acquisitions. In the US defence sector, aircraft companies and working for the US government. This should continue to be very, very strong globally.


Price: $66.210
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-05-26 COMMENT Goldman Sachs
GS-N
Stan Wong

He likes a lot of these investment banks and a lot of the US financials. When you own a name like this, you are getting some US institutional and banking business. It is very highly levered to yields moving higher. This looks like it is bouncing off the 200-day moving average. A lot of the US financials have come down and are starting to look very, very attractive.


Price: $223.530
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Knight Therapeutics
GUD-T
Michael Smedley

Something as a long-term hold in healthcare? An ideal stock for the long-term, probably would be Knight Therapeutics run by Jonathan Goodman, who ran Paladin, which was eventually sold at $140 after 19 years. A very deeply experienced man. The stock has held in well, but hasn’t done anything particularly aggressive for some time.


Price: $10.030
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 HOLD Hudbay Minerals Inc.
HBM-T
Michael Smedley

This is fine longer-term. This has been growing, particularly outside of Canada. Feels it is a long-term Hold. It is very difficult for them on an environmental and permitting bases in the US. Well-managed.


Price: $7.200
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Honeywell International
HON-N
Stan Wong

He likes the industrials. This is one of the cyclical areas that should do well in an environment where there is reflation and global expansion. Pays a 1.89% yield. Should some of the Washington policies come through, this will continue to move upward. It is trading above the 50 day and the 200 day. A good chart.


Price: $133.250
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-05-26 HOLD K92 Mining Inc
KNT-X
Michael Smedley

They would like to build a gold mine in Papua New Guinea. He believes in this. It is an extremely interesting asset.


Price: $0.980
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Loblaw Companies Ltd
L-T
Stan Wong

He is staying away from some of the defensive names like this one. Shares are trading at 17X forward earnings with an 8% growth rate. A modest 1.4% dividend yield. Valuations are slightly above to average based on historical norms. What concerns him is that food deflation is happening right now and we are seeing a highly competitive industry. Same-store sales have been flat to falling for this company, although on the Shoppers side they have been inching higher.


Price: $75.920
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 BUY Metlife
MET-N
Stan Wong

An American lifeco? He likes US life insurers a little more than the Canadian companies. However, they’ve both come down in the last little while, given that yields have come off. The one he owns and still likes is MetLife (MET-N). Shares are trading at under 1X BV, one of the cheaper ones among the large cap names.


Price: $51.050
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Manulife Financial
MFC-T
Stan Wong

He likes the insurers, and feels they are undervalued at this stage. This is trading at about 10X forward earnings, and BV is just over 1.1 or 1.2. Also, pays a pretty decent dividend of 3.4%. The reason it has dropped off along with other insurers is that there has been a bit of a scale back on long-term interest rates, and insurers are really based on where interest rates are going on the 5 and 10 year rates. He likes their exposure in Japan and other parts of Asia.


Price: $23.700
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 HOLD Magna Int'l. (A)
MG-T
Stan Wong

Shares are very, very cheap, trading at less than 8X forward earnings. They are trying to get more content with higher margins into the car, rather than trying to build market share with more cars, and doing a pretty good job. The communications out of Washington in terms of taxing certain things and NAFTA are probably hurting companies like this. Also, we are getting into the later stages of the new car cycle. Decent dividend of about 2.5%.


Price: $60.540
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 WAIT Mountain Province Diamonds Inc.
MPVD-T
Michael Smedley

Sees no change to the dividend theory. The 3 Irish business millionaires actually control the company and are holding it long-term for the dividends. The company has some costs going on disadvantaging it. The diamond sector itself has not produced really stellar performance. This is a “wait and see”.


Price: $3.830
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-05-26 COMMENT National Bank of Canada
NA-T
Stan Wong

A lot of Canadian banks have fallen to the 200-day moving average, and have bounced a little on the backs of earnings that have come out in the last few days. This one is right at its 200-day moving average. It might be attractive in that it is trading at about 10X Forward Earnings and pays a pretty decent yield of 4.24%. However, you need to look at your outlook for Canada in terms of its economic outlook; what is going to happen in housing, what are household debt levels going to look like in 2-5 years’ time. 90% of its revenues comes from Canada, very similar to CIBC where about 80%-85% revenues come from within Canada. He would rather look at names that are more dependent on international or US revenues, such as Toronto Dominion (TD-T) or Bank of Nova Scotia (BNS-T).


Price: $52.870
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-05-26 COMMENT Netflix Inc.
NFLX-Q
Stan Wong

In terms of the chart and price action, this has been more than impressive, but looking at valuations, he has a mixed view. This is a stock that is trading at almost 100X forward earnings, albeit it does have a 30%-40% expected growth rate, which still gives it a 2.4X PEG ratio, a little rich for him. Feels a breakthrough in China is still elusive to them. Expansion in international markets hasn’t been that profitable. There is still potential for serious competition from places like Amazon, Google and HBO.


Price: $162.430
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-05-26 COMMENT Noranda Income Fund
NIF.UN-T
Michael Smedley

This has been absolutely taken through the wringer. There is a massive strike going on, with no end to it. There are 3 zinc smelters in all of North America, and this is one of them. Realistically, it is a recovery situation of some sort. Management has been running the operation. Glencore is the all-powerful tool behind this company, and they are going to need to have one of the smelters to stay in place. He is not going to leave this one.


Price: $1.480
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 PAST TOP PICK Nike Inc
NKE-N
Stan Wong

(A Top Pick April 6/16. Down 12%.) This has a lot of competition, and it has also been a very challenging retail environment. Shares are trading at around 21X forward earnings with a 10%-12% growth rate. A bit expensive at this time. He sold his holdings last November.


Price: $52.590
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Premium Brands Holdings Corp
PBH-T
Michael Smedley

One of those fabulous companies that are in the tailwinds of the market and doing brilliantly. A tremendous company, and doesn’t look like it is going to stop. It is very difficult to Buy this on a turn down, so maybe you have to buy it when it is treading water.


Price: $92.600
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 TOP PICK Koninklijke Philips Electronics
PHG-N
Stan Wong

This is a Netherlands name. Global health technology. Broadly speaking, he likes Europe. When you look at names in the euro zone, you want to look at those that are exporters. Because the euro has been low, these exporters can do very well from a currency standpoint. This continues to do well due to its continued cost cutting, restructuring and operational leverage measures. They are divesting their LED light bulbs. Consolidating their healthcare, personal care and consumer lifestyle divisions. Only trading at 10X enterprise value over EBITDA. Dividend yield of 2.4%. (Analysts’ price target is $35.77.)


Price: $35.130
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 PAST TOP PICK Pretium Resources
PVG-T
Michael Smedley

(A Top Pick April 28/16. Up 27%.) Building an incredibly rich grade gold mine in BC. The findings are spotty, and it could be tricky geology. In a strong gold price market, it is extremely attractive. Thinks it will get taken out because it has a substantial asset and is very close to having it in production.


Price: $12.360
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Toronto Dominion
TD-T
Stan Wong

He likes this. It is bouncing off its 200-day moving average. He added a little more this last week. Very secure dividend with a yield of about 3.75%. Watch out with what happens to the Canadian economy, household debt, market, etc. Over 40% of their revenues come from international or US markets.


Price: $64.250
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Teck Resources Ltd. (B)
TECK.B-T
Michael Smedley

This is sensitive to coal. It is involved in a big build now on oil and gas. This is really the last of our major mining companies, other than the gold companies. You are going to get waves of commodity related performance. Good to Hold if you are patient.


Price: $25.180
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-05-26 COMMENT Spin Master Corp
TOY-T
Michael Smedley

This has gone very global and is setting up offices around the world. One of those marvellous Canadian stocks, which are fewer in numbers than the marvellous American stocks that are falling behind and getting caught up in the tailwinds of the Apples of this world. A fantastic company, and it has much more to go. Very talented management.


Price: $38.820
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-05-26 COMMENT Tesla Motors Inc
TSLA-Q
Stan Wong

A name that has done very well, more so recently. Valuation is something you need to look at, and the valuation really isn’t there. It is still rather expensive, because there are no earnings. You want to watch and focus on the fact that capital spending has been very heavy with this company on their investment spend with the model 3. Until they meet their mass critical number, it is going to cost the company some money. A name he has avoided.


Price: $325.140
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-05-26 BUY Visa Inc.
V-N
Stan Wong

He likes this a lot. The secular shift of global payments from cash will continue, and he thinks it will continue long-term. There are lots of markets for them to get into. A lot of the world’s population is still using cash, so there is a long runway for this company. There are also huge barriers to entry for this space. Feels it is a bit overbought at this point at 68 RSI, so you might want to wait for it to come down to the 50-day moving average, at $90-$91. You will do well regardless of what price you buy that.


Price: $94.670
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-05-25 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Imhof

Market. This is the weak period seasonally where liquidity dries up. You want to make sure you have very high conviction in the small caps you own during this period. He has a little more cash than what he would usually have. Although cautious because of the seasonality, long term he is bullish.


Price: $0.020
Subject: SMALL CAPS
Bias: BULLISH
Owned: _N/A
2017-05-25 N/A A Comment -- General Comments From an Expert
A Commentary
Douglas Kee

Economy. Global growth expectations a year ago were probably a little higher, but if we get global growth of 3% we are doing pretty well. The US seems to struggle to get 2% growth, Canada is less than that, Europe, the UK and Japan have picked up again, over 2%. On the other hand, China seems to be slowing. Believes Canada is the best place to be invested in, because if your assets are in Canada, you will be spending money in Canada. At this point, he would gradually put money to work into the US market.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: _N/A
2017-05-25 COMMENT A Comment -- General Comments From an Expert
A Commentary
Douglas Kee

A top pick in a dividend paying oil stock for a long-term believer in oil? He has 2 stocks that he has as “adds” in his portfolio right now. Vermilion Energy (VET-T), which is a higher yielder, and Cenovus Energy (CVE-T), which is in the doghouse right now. Longer-term, he thinks that Cenovus is a good place to be. Another stock he would suggest would be Canadian Natural Resources (CNQ-T), which has a lot more free cash flow generation coming, and will probably be the fastest dividend grower over the next 2 to-3 years.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Unknown
2017-05-25 COMMENT Altagas Ltd
ALA-T
Douglas Kee

Hasn’t done well lately. Dividend yield of almost 7%. He expects them to increase the dividend this year by 6% or so. The stock is going sideways, because they are in the midst of doing a US acquisition, and the market doesn’t like it as it moves them more towards a utility.


Price: $30.410
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 BUY on WEAKNESS Algonquin Power & Utilities Corp
AQN-T
Douglas Kee

This has done a little better pricewise in the last 6 months or so. Made some acquisitions in the US that, in the longer-term, will work out well for them. Good yield.


Price: $13.770
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT AcuityAds Inc
AT-X
Peter Imhof

This has done well. Originally, he had thought it was a concept stock, but they’ve proved their concept is working. He is not ready to invest yet.


Price: $4.140
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Brookfield Asset Management (A)
BAM.A-T
Douglas Kee

A good company and is well-managed. Has a pretty good dividend growth record. The question mark on this more recently has been Brazil, but he is sure they will get through it okay.


Price: $50.870
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
Showing 1 to 60 of 164,718 entries
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