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

Recent Opinions

Generated Oct 23, 2017 6:15:14 PM

Date Signal Company Expert Opinion Price
2017-10-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Market.  He expects a big week in earnings.  FNG-N has all the FANG stocks that are reporting this week.  You had a pretty big run up and then some weakness.  His gut feel is that we should get a bit of a sell-the-news action.  He likes the idea of diversification and this is a very niche ETF.  He feels the FED will continue to step on the breaks and try to raise interest rates.  The ECB is doing the same thing.  It will be a challenge over the next year.  It is the beginning of the unwind for them.  He does not have a strong feeling to sell Europe at present, though.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-10-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

The long term implication of an inverted yield curve.  Prior to every recession we ever had we saw an inverted yield curve.  It forecasts a recession well out from the present.  We should get a bounce short term in the curve but longer term we should get an inversion.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-10-23 COMMENT A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Sleep at night portfolios (mutual finds Larry manages for BMO).  Some combination of the three will fit most people’s portfolios.  The global dividend fund is suitable for most people.  The global balanced fund is currently yielding about 4%.  All three manage risk when it comes up.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-10-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Seasonality.  The seasonal pattern has not worked this year (Sell in May and Go Away).  There was no market correction in Sept./Oct.  Since we did not get a correction you might say we will not get much of a seasonal impact for the rest of the year.  He looked into history and over 30 years in years where we did not get that seasonal correction, the market just continued up and the seasonality in November December is even stronger, although sometimes the correction is just later in the year.  Seasonality is just one factor to incorporate into your investing decisions.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-10-23 N/A A Comment -- General Comments From an Expert
A Commentary
Rick Stuchberry

Market.  It is interesting times we are in.  Investors may be missing the big news out of Asia.  The media is focused on Washington.  There have been important things longer term out of Asia.  The PM in Japan was reelected and is now the longest serving PM in decades.  He will get their economy back on its feet.  The Chinese communist parties had their semi decade get together and laid out their next 50 years’ plans.  It affects people worldwide.  They are growing at 6.8% when everyone said they were done two years ago.  It is important to look at what is going on in the number 2 economy in the world.  China needs to cut commodity production due to pollution generation.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: _N/A
2017-10-23 DON'T BUY Air Canada
AC-T
Rick Stuchberry

The Q3 earnings call is this Wednesday.  He suspects the results will be good.  The only caveat is that we are supposed to get another discount airline in next year and this might have an impact on margins.  He would not chase the stock and he does not own any airlines.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 WAIT Altagas Ltd
ALA-T
Rick Stuchberry

He sold around $40.  They acquired some things in the last few years.  They are still in transition, sorting out what they will keep.  The yield is safe.  He is waiting for their yield plus growth to reach 10%.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 BUY on WEAKNESS Amazon.com
AMZN-Q
Rick Stuchberry

Everyone is afraid of them.  Reinvested capital back into the business is starting to show rewards.  He would buy it on dips.  You do not need to chase these stocks.  After thanksgiving we will have the cyclicality of money flows into the market.  Any correction prior to that could be in the 5% range and then we might be set up for something more substantial. 


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 BUY on WEAKNESS Alibaba Group Holding
BABA-N
Rick Stuchberry

It is one of his core holdings.  He trimmed a little because it was up so much but he likes it.  This is going to be a huge company and could be the biggest in the world in a few years.  This thing has tremendous momentum.  The risk is political risk in China.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 WEAK BUY Brookfield Infrastucture Partners
BIP.UN-T
Rick Stuchberry

It is a well managed group of companies but he is not in this sector.  He would look for 10% total return to go into the sector.  This one is very well managed and he does not have anything against the companies but is not participating in the sector.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 BUY Canfor Corp
CFP-T
Rick Stuchberry

It is doing well despite the problems around NAFTA and WTO.  The millennials are getting into the housing market and that is a long trend, which this company benefits from.  The US will need the lumber for all the houses needed.  He is positive on forest products stocks.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 BUY Deutsche Bank AG
DB-N
Rick Stuchberry

Merkel won the election, which was holding things back.  He thinks the other European banks will go the same way.  They will raise rates and reduce regulation, which are good for banks.  This is a core bank in Europe that is ready to go.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 DON'T BUY Enbridge
ENB-T
Rick Stuchberry

It is one of the quality companies.  The risk is that rates start rising and there is a fair amount of debt on the books.  They are professional managers and can handle that kind of debt increase.  The issue for them is that in this country we have an anti-pipe attitude.  He is worried about the growth on this one.  It is well managed although there will be some headwinds on rate rises.  He is not in the sector because he does not know where the growth comes from.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 BUY Enbridge Income Fund Holdings
ENF-T
Rick Stuchberry

It is one of the pipes.  This is one with a higher payout.  He does not have any problem but just does not own the pipes.  It is okay to own it if the dividend is covered.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 COMMENT iShares MSCI Europe Financial
EUFN-Q
Larry Berman CFA, CMT, CTA

EUFN-N vs. ZWE-T.  EUFN-N is an interesting way to get exposure to European banks.  The risk is that the European recovery does not take hold.  It appears the world is recovering and that the banks are a good place to be, although his outlook longer term is not great on them, and so he does not recommend it.  He sees more risk than not.  Otherwise, it is a good way to play European banks.  He prefers ZWE-T for the yield and the covered calls to lower risk.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 HOLD Fortis Inc.
FTS-T
Rick Stuchberry

A lot of people are in this stock because of the great yield.  It has been a consistent performer.  If you are there for yield then you can hold it.  If it sold off a bit and you bought it cheaper, and could get double digit returns, then he would have no qualms about it.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 WATCH General Electric
GE-N
Rick Stuchberry

He would hold it until the team turns it around.  The action in the market is such that they laid out a plan to go forward.  They have two sectors that are not good and he thinks they have a plan for that.  The turbine business was also disappointing.  He is going to give them some breathing room rather than sell into this.  He will watch over the next weeks and months.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 BUY Goldman Sachs
GS-N
Rick Stuchberry

The whole banking sector is going to do better.  It is a great place to hide.  It has been a tough road because regulators have not exited the space yet.  Once they go these things could have another leg on them.  He has BAC-N.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 PAST TOP PICK Home Depot
HD-N
Rick Stuchberry

(A Past Top Pick Sep 14/16, Up 34%)  It is very well managed and they will increase the dividend.  It is a pretty nice place to sit in a major trend that is positive going forward.  They are in a great position because Millennials are getting into the housing market and even if they buy used and have to renovate, they still have to buy appliances.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 PAST TOP PICK ING Groep NV
ING-N
Rick Stuchberry

(A Past Top Pick Sep 14/16, Up 59%)  There is still lots of room here.  This is best of breed.  The strength of the US$ helped boost the return on the ADR.  They were the first one to cut costs and to pay the Dutch government back.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 TOP PICK ING Groep NV
ING-N
Rick Stuchberry

He is sticking with this one.  It is a great company in a sector that has not moved much yet.  There is so much potential when Europe starts to deregulate and when they start to raise interest rates.  There is so much money to be made in the banking sector.  It is one of the best EU banks.  (Analysts’ target: $22.00).


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 HOLD MacQuarie Infrastructure LLC
MIC-N
Rick Stuchberry

It is the sector.  There is money flowing around the marketplace.  They do a good job but flows are not into this sector at this time.  You either have to be patient or move the money to something with more legs.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 WATCH Newalta Corp
NAL-T
Rick Stuchberry

We are still not getting cash flows into the energy market.  The good news is that they are still here.  A lot of service companies did not make it.  If we can just keep going for 6-12 months more you will see the service sector revived. 


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 PAST TOP PICK Nike Inc
NKE-N
Rick Stuchberry

(A Past Top Pick Sep 14/16, Down 1%)  He thought AMZN-Q was going to come in and that NKE-T would take better advantage of it, dealing more through AMZN-Q than they are, using them as a distributor.  It is slow in coping but the stock seems to be fine.  There is nothing wrong with the company.  Last year was a tough year for them but he thinks it is okay and is still hanging on.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 PARTIAL SELL Newell Brands Inc
NWL-N
Rick Stuchberry

He is not in this sector.  This company has been around for years and years and has been a consistent performer.  This sector is not attracting a lot of money inflows at present.  You could lighten up or acquire more on dips


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 WATCH Parkland Fuel Corp
PKI-T
Rick Stuchberry

Everyone is doing the same thing and waiting to see what gets sold.  He is not in the sector.  This has been a pretty good sector and they have managed the company pretty well.  You have to see what they are going to lighten up on and what they are going to add to.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 HOLD Pembina Pipeline Corp
PPL-T
Rick Stuchberry

He does not own pipes right now.  This is a good one and if he had to own one it would be in the top group.  The risk is simply that the energy markets are not attracting any cash flows.  You are fine to collect the dividend of 5.2%.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 TOP PICK Royal Bank
RY-T
Rick Stuchberry

He trimmed some in the spring around $98 and replaced it in the low $90s.  It is a quality, quality bank and is a big beneficiary of bull markets.  You can buy it here and a year from now it will be up.  It is a solid, well run company.  (Analysts’ target: $101.00).


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 HOLD Banco Santander SA
SAN-N
Rick Stuchberry

The politics is what is holding this one back because of the potential separation of the Caledonian region.  The company itself was looking great until the last months’ political matters.  You have to hold your nose until the politics gets out of the way and then you are good to go.  2/3rds of the bank’s business is not in Spain.  It is simply tarnished with the brush of Spain.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 TOP PICK Spin Master Corp
TOY-T
Rick Stuchberry

Toys R US went bust.  But he likes Spin Master Corp. (TOY-T).  This is a great company with great growth.  They have the media which is how they market.  They are in a very positive growth market.  (Analysts’ target: $51.00).


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 BUY Whirlpool Corp
WHR-N
Rick Stuchberry

Housing starts are coming along nicely.  Household formations are changing and millennials are starting to buy their own homes.  He prefers HD-N for this play because it is a retailer that covers many different aspects of the whole package.  It will grow its dividend and internal measurements. 


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 WATCH Wal-Mart Stores Inc.
WMT-N
Rick Stuchberry

It will be a goliath vs. goliath war.  They have the plant and equipment.  It is a cost game.  AMZN-Q has the momentum, but WMT-N is the best candidate to take them on.  He is focused on the battle which is going to be fought here.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: No
2017-10-23 BUY WSP Global Inc.
WSP-T
Rick Stuchberry

He likes it.  The earning are going to be good.  Strategically, to buy these stocks that are up a bit, get a toehold and then add when it pulls back.  You should have it but you don’t need to buy it all at once.


Price: $0.000
Subject: CANADIAN LARGE & ADRs
Bias: UNKNOWN
Owned: Yes
2017-10-23 COMMENT iShares CNX Nifty India
XID-T
Larry Berman CFA, CMT, CTA

XID-T vs. ZID-T.  A Difference in Tax Treatment?  With a Canadian based ETF holding US ETFs subject to US withholding tax you can get double withholdings.  He suggests asking the ETF provider what the tax consequences are for holding their funds in your Canadian account.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 COMMENT BMO India Equity Hedged to CAD ETF
ZID-T
Larry Berman CFA, CMT, CTA

XID-T vs. ZID-T.  A Difference in Tax Treatment?  With a Canadian based ETF holding US ETFs subject to US withholding tax you can get double withholdings.  He suggests asking the ETF provider what the tax consequences are for holding their funds in your Canadian account.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-10-23 COMMENT BMO Europe High Dividend Covered Call Hedged to CAD ET
ZWE-T
Larry Berman CFA, CMT, CTA

EUFN-N vs. ZWE-T.  EUFN-N is an interesting way to get exposure to European banks.  The risk is that the European recovery does not take hold.  It appears the world is recovering and that the banks are a good place to be, although his outlook longer term is not great on them, and so he does not recommend it.  He sees more risk than not.  Otherwise, it is a good way to play European banks.  He prefers ZWE-T for the yield and the covered calls to lower risk.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-10-23 COMMENT BMO Covered Call Utilities ETF
ZWU-T
Larry Berman CFA, CMT, CTA

The .U units are in US$ and not a lot of people are using them.  Its liquidity is that of the underlying securities.  The market maker creates more units as required.  There is no need to worry about liquidity just because the ETF is thinly traded.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-10-20 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (1)

Market. Usually, from about Nov 15 to the end of the year the market does well. From here to Nov 15, it is usually flat and then up into the year end, so maybe there won’t be any correction until early next year. Surprised energy is not doing better with oil prices of $51-$52. Stocks had a nice run when oil initially pushed through $50, but it hasn’t really followed through, even though it has tried a couple of times. Fears of a bubble in Canadian real property has kind of dissipated. In the banks, the quarter was up about 9%, dividend increases were still there, and we now have reasonable returns, so it’s a nice place to hide.


Price: $0.020
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: _N/A
2017-10-20 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (1)

Black Swan? By definition, an upcoming recession is probably not a Black Swan. Usually there is so much debt that you get out on a limb. Other than real estate, we don’t seem to have any thing else that feels like a bubble. We have an expensive market, but we don’t have an inverted yield curve or anything coming, except the pace of higher rates. If there is some danger of the Fed tightening too quickly and tip us over into a recession, that would be 2 years from now, so the earliest risk would be 2019.


Price: $0.020
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: _N/A
2017-10-20 N/A A Comment -- General Comments From an Expert
A Commentary
William Chin

Market.We are now starting to get economic data that suggests the consumer is not quite as robust as they once were. Today the August retail sales report came out, which is consumer spending. It fell .3% after a .4% gain in July, and excludes cars and auto parts, which are more volatile, so we are looking at core consumer spending, which actually fell .7%. In July it was up .2%. The economy is taking a sharp turn for the worst. The economy has been carried by the consumer and the housing market for a long time. You would want to have a moderate housing correction, and hopefully energy exports can pick up. Maybe crude oil prices are stabilizing which would help. Our exports have been falling for 3 months in a row, and in those 3 months, we lost 10% of our exports. That is due to a very strong Cdn$ due to the 2 rapid rate hikes. Taking back the emergency rate cuts is totally justifiable, but doing that in a hurry will have a larger than expected impact. Element of surprise has always been the strongest tool in the Central Banks toolbox. He can’t see any reason for them to raise rates further.


Price: $0.020
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: _N/A
2017-10-20 PARTIAL SELL Air Canada
AC-T
William Chin

Has done very well, but is overbought on the chart. If you own, sell half or a 3rd, which will improve your average cost and you will be much better protected.


Price: $26.200
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2017-10-20 PAST TOP PICK AGT Food & Ingredients
AGT-T
William Chin

(A Top Pick Sept 16/16. Down 41%.) Had supply disruptions, and were having a tough time stocking up shelves to meet demand. Management kept saying things would improve, but he didn’t see it so he sold. Looks like there is more room to go on the downside. Dividend yield of 2.9%.


Price: $20.720
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2017-10-20 PAST TOP PICK Algonquin Power & Utilities Corp
AQN-T
Bruce Campbell (1)

(A Top Pick Oct 28/16. Up 24%.) In a general sense, this is like some of these growth utilities; making acquisitions in the US, and using their paper. That is what you want. If you are going to buy something for yield, you can’t just have stagnating earnings growth, you need them to have the ability to raise the dividend so that they can lean into higher rates, and the stock will continue to grow. He is hopeful that there will be another accretive acquisition coming soon.


Price: $14.000
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2017-10-20 COMMENT Aecon Group Inc
ARE-T
William Chin

Chart shows a series of higher lows, but no higher highs. Like all construction stocks, this is very volatile. 2 words of advice. 1.) Don’t put too much of your portfolio into a stock like this. 2.) If there is good news and the stock picks up, remember to take your profits. Dividend yield of 3%.


Price: $16.340
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2017-10-20 COMMENT BlackBerry
BB-T
Bruce Campbell (1)

Sell or Hold? They’ve changed from hardware to software. The asset values he sees from the street are $16-$17, and the consensus might be $15, so you are getting pretty close. If he owned it with $10 costs, he would be tempted to take half off the table. It is getting close to full value. John Chen does a good job.


Price: $14.020
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2017-10-20 TOP PICK BB&T Corp.
BBT-N
Bruce Campbell (1)

This is most like a TD Bank (TD-T) in that it is an east coast regional from Florida up through New England. Very cheap relative to its US peers. It would look a little expensive on Canadian standards, trading at 13X earnings instead of 11X earnings, and a 2.8% yield instead of 4%, but would be a bigger beneficiary on higher rates. Very retail. If we get the Fed going again in December, and 1 or 2 times next year, they’ll have decent earnings growth, and there are still lots of targets of smaller regional banks for them to buy. (Analysts’ price target is $49.)


Price: $47.500
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2017-10-20 COMMENT Bank of Montreal
BMO-T
William Chin

Chart shows a Bull/Flat formation. The top of the flat is represented by disbelievers, people who don’t want the stock and are taking advantage of rallies and selling their position. The key on this is that it has broken out. The buyers are actually winning. That means it will likely go higher. There is a decent chance that this can reach the recent high and go a little higher. There is a nice little bull/flag formation.


Price: $98.760
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2017-10-20 COMMENT Bonterra Energy Corp
BNE-T
Bruce Campbell (1)

This hasn’t acted well. It’s like a lot of energy stocks, but this is still down 50% for the year. Got caught with a little “worse than average” balance sheet, which has been a kiss of death in the stock market. With the combination of a really good balance sheet, very low costs and drilling prospects, you are still down, but not very much. It will take a while. It’s one of those companies that needs $60 oil to be better. If you think that is not going to happen, then he would switch to something else where you would be better protected.


Price: $13.950
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2017-10-20 COMMENT CAE Inc
CAE-T
William Chin

Chart shows a nice series of higher highs and higher lows from the beginning of 2016. They also have some new contracts coming. Defence companies can continue to do quite well moving forward. Keep an eye on it and make sure it continues having a higher highs and higher lows. 1.7% dividend yield.


Price: $21.970
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2017-10-20 SELL CCL Industries (B)
CCL.B-T
William Chin

Specializes in labels and have been acquiring mom-and-pop operators. A very successful business model of acquisitions. Because it was getting a little pricey, he recently sold his holdings. If you own, take your profit and run.


Price: $63.580
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2017-10-20 BUY Celgene Corp
CELG-Q
William Chin

This is revisiting old highs, which is a very bullish sign. In this case, it actually broke above its old highs. The current correction seems very healthy as long as it continues making higher lows. Add to your position, but keep a Stop at around $110.


Price: $121.330
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2017-10-20 COMMENT Chorus Aviation Inc
CHR-T
William Chin

Just added to his position. He loves it and thinks it is going higher. The fundamental analyst from his shop indicates there is still a lot of value to be unlocked. Only trading at 9X forward earnings.


Price: $8.770
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2017-10-20 WATCH Corus Entertainment (B)
CJR.B-T
Bruce Campbell (1)

Pays a 9% dividend yield. There is probably no short-term danger of it being cut. It has been at a relatively high yield for quite a while. It is a tough environment for them with a tough set of assets. You can hold it for the dividend, but he would be a little nervous doing that indefinitely. If you do, watch it every quarter to make sure there is no further deterioration.


Price: $12.280
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2017-10-20 COMMENT Cargojet Inc
CJT-T
William Chin

He recently just added to his holdings. It has a very good business model. Chart shows a bull/flag formation with nonbelievers selling, but the stock continuing to go higher. It looks very good. The company has a lot of runway left.


Price: $51.700
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2017-10-20 COMMENT Canadian Imperial Bank of Commerce
CM-T
William Chin

This has done reasonably well. As we know, banks are a protected species in Canada. Chart is showing a series of higher lows and higher highs, and feels this could go a little higher. The chart looks pretty good.


Price: $112.580
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2017-10-20 PAST TOP PICK Canadian National R.R.
CNR-T
Bruce Campbell (1)

(A Top Pick Oct 28/16. Up 25%.) Doesn’t think the 25% will get repeated. Well-managed and a good way to get industrial and general economic exposure. Also, if you own pipelines, rails are a good hedge.


Price: $102.980
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2017-10-20 HOLD Capital Power
CPX-T
Bruce Campbell (1)

Northland Power (NPI-T) or Capital Power (CPX-T)? This one has a little more non-sustainable stuff in it. As the outlook for that has improved, it has done better lately. He would classify both as in the Hold category, and a little bit lower on the pecking order. (Owns some of the preferreds.)


Price: $25.410
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2017-10-20 COMMENT Chartwell Seniors Housing
CSH.UN-T
William Chin

One of those defensive stocks, and of course the secular trend works; aging demographics, baby growers retiring. Chart shows the stock is in an up channel. Take your profits at the top of the channel and maybe buy when it is at the bottom of the channel. You are in a very good space on this one.


Price: $15.210
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2017-10-20 COMMENT DHX Media
DHX.B-T
Bruce Campbell (1)

Has put itself up for sale. With Canadian content there are only a few selective buyers. That really restricts it. On the other hand, they would have to break it up which becomes complicated. He’s wondering if 1 or 2 Canadian buyers have kicked the tires, maybe there is a story out there that nothing is going to happen. He doesn’t hear anything, and maybe the silence is deafening.


Price: $4.520
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2017-10-20 TOP PICK Walt Disney
DIS-N
Bruce Campbell (1)

Peaked at $116 in March or April. The worries had been on ESPN, cord cutting, etc. That has mostly happened, and they are acting to take measures to stop the bleeding and do different vehicles of distributing. ESPN was 110 million subscribers a year ago, and now it is like 89 million. “Live sports” is one of the last bastions of things that will stay. There is another Star Wars movie coming, and usually the stock does well. Also they get the attendant merchandise sales and all that. All it really has to do is go back to where it was, and you would have a 16% return. The entry point is attractive. Dividend yield of 1.6%. (Analysts’ price target is $113.50.)


Price: $99.400
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
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