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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
2017-06-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

A robotics stock for growth? He doesn’t own any at this time. One that he does favour is an ETF Robo-Global and Automation (ROBO-Q). He likes that it has 35 or 40 different robotic companies, but most of them are Japanese or foreign. He likes Rockwell Automation (ROK-N), but it is just a tad too high. If this had a 5% pullback, he would be buying it big time.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-06-26 COMMENT Apple
AAPL-Q
Peter Brieger

A stock that, subject to your view of the market and your price parameters, you could own. You know for certain that this company is going to continue to be an innovator in a number of different areas.


Price: $145.820
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-06-26 STRONG BUY Andrew Peller
ADW.A-T
Stephen Takacsy, B. Eng, MBA

It got ahead of itself.  He is buying it at these levels and it is one of his biggest positions.  Wine is the fastest growing beverage in Canada.  It is a very good business and very well managed.  It is a good time to get in.  Their kits for home winemaking is a very good business.


Price: $11.100
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 PAST TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick June 27/16. Up 9.95%.) The long-term case is that the world needs more food, and to maximize production, you need fertilizer. They have a great retail business which continues to grow. He wouldn’t be inclined to own it here because they are going to merge with Potash (POT-T), which will make them a major player in potash which, in the short term, creates quite a few questions. He would avoid this here.


Price: $122.770
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 BUY on WEAKNESS Algonquin Power & Utilities Corp
AQN-T
Stephen Takacsy, B. Eng, MBA

It is the renewable energy space and power/water utilities so only one side of the business is regulated.  There are a lot more acquisitions yet to come.  The dividend will continue to grow and there are organic growth prospects.  It is a little pricey so buy it on dips. 


Price: $14.170
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 DON'T BUY Alimentation Couche-Tard (B)
ATD.B-T
Stephen Takacsy, B. Eng, MBA

It is a great success story.  They have done a good job of consolidating the industry on a global basis.  There is not a lot of organic growth and gasoline margins are very thin.  30-40% of sales are from tobacco so he has an ethical problem with it.  They have benefited from other retail not selling tobacco.  It is not an attractive business, nor is it attractively priced.


Price: $63.620
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2017-06-26 PAST TOP PICK Badger Daylighting
BAD-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 29/16, Up 14.70%) He thinks manipulation is going on.  You should load up the truck on it.  This is a great business.  They are growing profitably in the US.


Price: $25.740
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 DON'T BUY BlackBerry
BB-T
Stephen Takacsy, B. Eng, MBA

They are in fast decline and some of the new businesses they want to get into have no guarantee of making up for the declining business.  It is a tech stock, is very uncertain and is too risky.


Price: $13.590
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 DON'T BUY Callidus Capital Corp
CBL-T
Larry Berman CFA, CMT, CTA

It is specialty financing so they get caught up in the whole HCG-T space.  CBL-T is in a corporate mess.  You have to wait for the dust to settle.  When there is something this acute, the chart and technical analysis are not useful.


Price: $14.970
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 COMMENT Central Fund of Canada Ltd (A)
CEF.A-T
Peter Brieger

He likes gold, and this is a very easy way to play bullion, both silver and gold. Unlike some of the US ETF’s, where there was a question mark about security of delivery, this company’s funds are stored at King and Bay, and is not lent out. A very conservative way to play bullion.


Price: $16.290
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 WATCH Corus Entertainment (B)
CJR.B-T
Stephen Takacsy, B. Eng, MBA

They are coming out with results today or tomorrow.  He feels the next couple of quarters will show some growth, in which case it is very undervalued.  The advertising revenue should start to go up.  The high yield is sustainable and is not a warning sign.  There should be some really good upside here.


Price: $13.300
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 DON'T BUY Cargojet Inc
CJT-T
Stephen Takacsy, B. Eng, MBA

They have high barriers to entry.  It is a virtual pipeline in the sky.  The stock is quite pricey now, however.


Price: $47.300
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 BUY on WEAKNESS Canadian Natural Rsrcs
CNQ-T
Larry Berman CFA, CMT, CTA

Energy is his biggest weight in his portfolios and has been for a couple of weeks.  We are at the lower end of the oil price range.  CNQ-T has held up well over the last 5 years.  He does not see the tail risk currently.  You want to buy a quarter or a third into a position and do so on weakness.


Price: $37.530
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 WATCH Canadian National R.R.
CNR-T
Peter Brieger

This has had quite a run and wouldn’t buy it at this time. All the rails are expensive. He would like to see this pull back at least 5%-8%.


Price: $107.010
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 COMMENT Crescent Point Energy Corp
CPG-T
Peter Brieger

He can’t see this or any other major oil companies turning around, until there is a better resolution on oil prices. However, it is so cheap at this point that he would think it is a take-out candidate at some time. It has just become too cheap.


Price: $9.970
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 PAST TOP PICK D-Box Technologies
DBO-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 29/16, Down 52.23%) They just had a great quarter, but the backlog went way down in the commercial movie theatre side. The backlog is now way up.  The year was disappointing, however.  Growth is enormous for them now.


Price: $0.320
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 COMMENT Defiance Silver Corporation
DEF-X
Peter Brieger

A silver play in Mexico, one of the last great potential silver discoveries, i.e., an extension of the vein in terms of the length, width and depth. A great play and a good speculation.


Price: $0.310
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 WATCH DHX Media
DHX.B-T
Stephen Takacsy, B. Eng, MBA

He follows it closely for the children’s content space.  They did a great job of monetizing content.  They have been on an acquisition binge and have to keep acquiring content to keep the ball rolling.  They have quite a bit of debt and have to pay that down quickly.  The stock has come down a lot and it is coming close to a buy.


Price: $5.550
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2017-06-26 BUY Emera Inc
EMA-T
Stephen Takacsy, B. Eng, MBA

It is a really defensive name with a great yield.  They are a really diversified power producer in the North East US and Eastern Canada.  They should be able to grow the dividend over the next year.  It is a really well managed company.


Price: $48.860
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 BUY Enbridge
ENB-T
Peter Brieger

One of the major players in the North American energy field, and will become more so with the closing of the Spectra deal. Incredibly cheap. The company feels their dividends can be grown at 10% per year.


Price: $52.450
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 TOP PICK Equitable Group
EQB-T
Stephen Takacsy, B. Eng, MBA

It was caught up in the HCG-T issues.  The short sellers started pouncing on these players.  They secured loans at very low interest rates.  They pre-empted potential contagion in the industry. They are getting so much new business that they can cherry pick their new customers.  It is trading just above book.  (Analysts’ target: $62.00).


Price: $61.910
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 HOLD Goldcorp Inc
G-T
Peter Brieger

This would be a good choice. A 2nd one would be Agnico Eagle (AEM-T).


Price: $18.130
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 DON'T BUY Gibson Energy
GEI-T
Stephen Takacsy, B. Eng, MBA

They are more transportation than pipeline.  It is a little riskier.  The dividend is safe, but the growth is a little more challenged.


Price: $16.940
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2017-06-26 PAST TOP PICK Home Depot
HD-N
Peter Brieger

(A Top Pick June 27/16. Up 24.19%.) He still likes this and it is still a Buy for a long-term buyer.


Price: $151.420
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 BUY Input Capital Corp
INP-X
Stephen Takacsy, B. Eng, MBA

Management are really sharp guys.  Canola prices have remained quite stable for some time.  This is early days for this company.  They are barely scratching the surface with all the farmers out West.  This is the time to buy if you want an agricultural stock.


Price: $2.030
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 TOP PICK Inter Pipeline
IPL-T
Peter Brieger

This has been a consistent long-term grower. The reason for its recent poor performance is that most of its business comes from transmission to and from the oil sands, which has been in the doldrums. They also have conventional oil and a gas fracing business as well as storage in the UK. There is tremendous potential of long-term leverage in a pickup in the oil sands business, where they have 50% capacity in their pipelines. They are experimenting with looking at propane dehydration, which will eventually lead to the production of plastic, which could be a major growth business. Dividend yield of 6.5%. (Analysts’ price target is $30.)


Price: $24.940
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 TOP PICK K-Bro Linen Inc
KBL-T
Stephen Takacsy, B. Eng, MBA

Canadian leader in linen services to hotels and hospitals.  There are high barriers to entry into the industry and they have limited competition.  It is a duopoly in Canada.  They have high margins and good cash flow.  It has pulled back in the last year because they are in a large cap-x program.  It is better valued now considering the future benefit of the cap-x program.  Demographics are behind them.  They have long term contracts with very high renewal rates.  (Analysts’ target: $43.50).


Price: $39.460
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 BUY Napec Inc
NPC-T
Stephen Takacsy, B. Eng, MBA

They had very good results last quarter, but it is still a ‘show me’ story to a lot of people. There are big investors accumulating in the name. If management delivers on promises the stock price should go a lot higher.


Price: $1.110
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 HOLD PowerShares Canadian Dividend Index ETF
PDC-T
Larry Berman CFA, CMT, CTA

Canadian dividend index.  You have big exposure to banks and insurance.  It is a fine, diversified mix, and fine as long as we don’t get a pull back in any of the names.  He would have preferred a covered call overlay (e.g. ZWC-T).


Price: $27.600
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 COMMENT Pembina Pipeline Corp
PPL-T
Stephen Takacsy, B. Eng, MBA

VSN-T was a natural one to get acquired.  He is going to hang on to the stock he gets in the deal.


Price: $42.970
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 BUY Power Financial Corp
PWF-T
Peter Brieger

Had owned this in the past and likes it. It holds Great West Life (GWO-T) and Investors Group, so it has some European participation. A great way to play these 2 stocks plus Europe at a discount. Expects there will be continuing dividend growth.


Price: $33.320
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-06-26 COMMENT Russel Metals
RUS-T
Stephen Takacsy, B. Eng, MBA

He owns bonds of this company.  It is a very cyclical stock.  They have cut the dividend before and will again if need be.  It is going to be a volatile stock, but it is a very well managed company.


Price: $25.380
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 PAST TOP PICK Royal Bank
RY-T
Peter Brieger

(A Top Pick June 27/16. Up 29.82%.) One of his 3 favourites along with Bank of Montréal (BMO-T) and Toronto Dominion (TD-T). This is one that you can buy here and hold it happily. (See Top Picks.)


Price: $93.990
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 COMMENT Scorpio Gold Corp.
SGN-X
Peter Brieger

He would advise viewers to go to this company’s website and looking at the management discussion, which you might find interesting.


Price: $0.055
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 DON'T BUY Shopify Inc.
SHOP-T
Stephen Takacsy, B. Eng, MBA

It is one of those stocks he would not normally be able to buy because the valuation is so high based on earnings today.  They are continually investing in growth.  They cater to small to mid-sized businesses.  They have to keep marketing.  They are trying to go up-market to larger corporations.  It is nosebleed valuation. 


Price: $122.220
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 BUY on WEAKNESS Savaria Corp
SIS-T
Stephen Takacsy, B. Eng, MBA

One of his biggest positions.  They have done well in terms of growing their business organically.  They make mobility aids.  They acquired a company in the US that makes mattresses for institutions.  Management have done a good job of growing SIS-T organically, but now are making a very opportune acquisition in the US.  The stock is not cheap, but the demographics are blowing a huge tailwind into it.


Price: $16.160
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 WEAK BUY Stella-Jones Inc.
SJ-T
Stephen Takacsy, B. Eng, MBA

They are mostly railway ties and utility poles.  They will not be greatly impacted by additional infrastructure spending.  They will benefit from the replacement cycle.  It is not cheap.  He was looking to get back in in the mid-$30s, but never did.  It is well managed and their acquisitions were very accretive.  There has been a slowdown in the sector and some margin pressure due to inventory builds.


Price: $43.690
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 COMMENT Sun Life Financial Inc
SLF-T
Peter Brieger

Prefers Manulife (MFC-T), although the earnings are not terribly different, but Manulife is somewhat cheaper, and also is very well-placed to benefit from the growth in Asia.


Price: $44.970
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-06-26 PAST TOP PICK Sandvine Corp.
SVC-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 29/16, Up 53.61%) They are being taken out.  He thinks it is worth substantially more, however.  It is extremely profitable with high margins.  He thinks a higher bid will come in.


Price: $3.930
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 WAIT Toronto Dominion
TD-T
Larry Berman CFA, CMT, CTA

The Canadian market has come off about 5% from the highs.  This is why the banks are off from earlier in the year.  There is definitely risk around real estate and the Canadian economy.  Banks are much more attractive at the level they were at about the time of the Trump election and there is a risk they will go there again.


Price: $65.210
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 TOP PICK Toronto Dominion
TD-T
Peter Brieger

He likes their PNC business, the efficient quality of their loans and the efficiency that they are running their affairs. They are very focused on cutting costs and making the whole organization more efficient. The quality of their credit losses is one of the best of the bunch. Also, likes that they can innovate with new marketing, especially in the US. Dividend yield of 3.7%. (Analysts’ price target is $71.)


Price: $65.210
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 SELL ON STRENGTH Teck Resources Ltd. (B)
TECK.B-T
Larry Berman CFA, CMT, CTA

Steel stocks have been beaten up and he plays it through an ETF.  You have Met. coal in TECK.B-T and so he thinks there is downside potential.  He would sell into rallies.


Price: $21.900
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 TOP PICK Ten Peaks Coffee Co
TPK-T
Stephen Takacsy, B. Eng, MBA

The only one with a chemical free decaffeination process – the Swiss water method.  They are spreading it throughout the world as the chemical process is being banned in more and more countries.  He owns about 7.5% of the company as he accumulates it.


Price: $6.340
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 HOLD Americas Silver Corp
USA-T
Peter Brieger

The main focus of their property is in Mexico. The initial ore body ran out, and they are now putting another one into production. There are a number of ample opportunities in that whole area, so there could be an expansion in that part of the holding. They also have a property in Idaho, which basically has a 10-year reserve life, as well as a new holding in Mexico.


Price: $3.800
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-06-26 TOP PICK Xylem Inc.
XYL-N
Peter Brieger

This is water. Given the rise in world temperatures, and given the droughts in specific areas, water is going to be in a major scarcity mode. This company is a major player in that area. They are a very socially responsible company and recognize the problems, and are pouring more and more money into R&D. They are basically working with their customers in a broad range of water usage. They have a global orientation. Trading at 23.5X this year’s earnings which is somewhat expensive, but he is seeing consistent double-digit growth. Dividend yield of 1.3%. (Analysts’ price target is $55.)


Price: $54.680
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 DON'T BUY BMO Emerging Mkts Bond Hedged CAD
ZEF-T
Larry Berman CFA, CMT, CTA

ZEF-T vs. ZHY-T.  The question is credit risk.  You have emerging market risk with ZEF-T and so you get extra yield.  When you do the correlation of the higher yield, they trade more like an equity than a bond.  ZEF-T is an equity type risk, where as ZHY-T is more like fixed income.  He does not think it is the time to step into either of these.


Price: $17.080
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 DON'T BUY BMO HighYield Corp Bond US Hedge to CAD ETF
ZHY-T
Larry Berman CFA, CMT, CTA

ZEF-T vs. ZHY-T.  The question is credit risk.  You have emerging market risk with ZEF-T and so you get extra yield.  When you do the correlation of the higher yield, they trade more like an equity than a bond.  ZEF-T is an equity type risk, where as ZHY-T is more like fixed income.  He does not think it is the time to step into either of these.


Price: $14.660
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 WATCH BMO Covered Call Utilities ETF
ZWU-T
Larry Berman CFA, CMT, CTA

80% Canada / 20% US.  It is not a fixed income replacement.  He is not adding to his holding right now.  He loves it as a yield play and would add more if we sold off more aggressively.  He has half a position.


Price: $14.150
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-06-23 N/A A Comment -- General Comments From an Expert
A Commentary
James Hodgins

Market. The US market is extremely overvalued. On a Price to Sales basis, it is more expensive than it was in 2000. That tells us that there is not a lot of expected return from here. He is not saying equities over the long-term can’t be good investments, but when you are entering at a point of such extreme overvaluation, like we are now, it is best to wait. Every 10 years there is at least one 30% drop-down in stocks, and we are now approaching 10 years in this bull market, and there hasn’t been much of a drawdown so far. We are well overdue for one. The extraordinary debt bubble that has been created since 2000, never really was sold. Debt to GDP ratios are extremely elevated. When that starts to unwind and we get to the other side of the credit cycle and liquidity is no longer being created into the economy, that is when you will see the big decline in equities. Any Long positions he has are special situations. He has a lot of Short positions.


Price: $0.020
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: BEARISH
Owned: _N/A
2017-06-23 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Market. The market has been a bit of a disappointment this year. When both financials and energy are a little weak in the knees, the market doesn’t do much. We have probably seen a bottom in the banks at this point. There is a misunderstanding or lack of knowledge in the US of how Canadian banking works. We are in a low interest rate environment for the foreseeable future. Doesn’t see a recession coming again, but we need to see a period of drift down of 5%-10% with some stability coming in.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2017-06-23 COMMENT A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Indexed based ETF’s or sector-based ETF’s? He buys both. You have to look through the name and what they hold, and decide where you want to focus. If you really feel strongly about a particular sector, that is the one that you go to.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-06-23 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

The difference between mutual funds and ETF’s? Mutual funds are fully managed portfolios, and fees are higher because of that. They are selling to a lot of small investors and there is a fair amount of administrative costs. ETF’s are much simpler in that you have just a straight portfolio that is usually focused in a particular area and there is not a lot of investment management going on, and a lot less administrative costs. Fees on ETF’s are significantly less.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2017-06-23 DON'T BUY AutoCanada Inc.
ACQ-T
David Cockfield

A great concept, and initially there were savings in aggregating a bunch of dealerships. Unfortunately, they started in Alberta. Until there is more diversification across Canada, or until we get a big recovery in Western Canada, this is a stock that is not going to do much for you.


Price: $18.410
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-06-23 WAIT Agrium
AGU-T
David Cockfield

The stock got pricey, and he is not keen on Potash (POT-T) which is merging with them. He wished that they had both stayed independent. If it got down under $100, he would have another hard look at this.


Price: $122.390
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2017-06-23 COMMENT Alimentation Couche-Tard (B)
ATD.B-T
David Cockfield

Thinks this company is going to do okay. The stock has run into a sort of flat period right now, and he doesn’t see any significant downside. These people are super operators, and seemed to be able to take on good sized acquisitions and make them accretive.


Price: $61.420
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2017-06-23 COMMENT Badger Daylighting
BAD-T
James Hodgins

He doesn’t like the huge amount of management turn over. There are some questions around accounting and some of their franchisees. Has a very tiny Short position on this. There is more downside than upside on this.


Price: $25.920
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: BEARISH
Owned: Yes
2017-06-23 COMMENT BlackBerry
BB-T
David Cockfield

Considers this as somewhat speculative. He has some in portfolios, but usually at the direction of clients. Recently the stock has gone up on the basis of the present management doing a better job. There was a little disappointment in the last quarter. The stock is fine, expectations just got a little ahead of themselves. They have lots of cash. Expects the stock will continue to make progress.


Price: $12.860
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-06-23 PAST TOP PICK Baytex Energy Corp
BTE-T
David Cockfield

(A Top Pick May 27/16. Down 52%.) He believed that the market was changing and it looked like the price of oil was going to stay in the $50 area.


Price: $2.950
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-06-23 TOP PICK CASH
CASH
James Hodgins

For people who are comfortable Shorting, he would have no problem recommending Shorting a broader ETF of equity markets. Thinks we are in for about a 30% downdraft in equities over the next 12-18 months.


Price: $0.010
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: BEARISH
Owned: Yes
2017-06-23 DON'T BUY Callidus Capital Corp
CBL-T
James Hodgins

A high-risk lender. It is down a lot and offers a dividend yield, and they’ve been buying back tons and tons of stock. If there is any downturn in the economy, some of the protection that was offered on their loans from their parent company, has now expired. He would stay away.


Price: $15.040
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: BEARISH
Owned: No
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