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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
2017-05-19 TOP PICK Helmerich & Payne
HP-N
John Petrides

Down 25% year to date. Energy was the best performing sector in 2016, and has been the worst to start. The largest land driller in the US. They have more cash than debt on the balance sheet. In 2015, they finished a multi-year CapX upgrade cycle to all their rigs. They are going to market with the most technically advanced and updated rigs and picking up tremendous market share. At 12.5X cash flow, with the balance sheet and the dividend, this is a very good buy. 4.5% dividend yield.


Price: $60.040
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-05-19 COMMENT HSBC Holdings P L C
HSBC-N
David Driscoll

Global banking end markets have had a good quarter. They did well in the UK and Hong Kong this year, which has their stock price starting to come back a little. Many of these stocks were down after BREXIT, so coming off a low is going to look really good for performance numbers. They’ve been restructuring and starting to get to a point where they are becoming less risky from a Long standpoint, and are taking on more wealth management income products. That is going to bode well for them.


Price: $43.350
Subject: GLOBAL
Bias: UNKNOWN
Owned: Unknown
2017-05-19 PARTIAL BUY Johnson & Johnson
JNJ-N
David Driscoll

The only problem this company has is that the pharmaceutical side is doing very well, but medical devices and consumer products are kind of treading water for the time being. Worldwide sales were $18 billion, up 1.6%. The US operations were sluggish. They have to keep selling overseas to keep priming the pump. Consumer revenues were up .8%, and organic growth declined 2.3%. Pharmaceutical sales grew 1.4%, and medical devices were up. Not his health care stock of choice, but there is nothing wrong with people investing in this. If you are buying this for the 1st time, he would just go in for a half position.


Price: $127.000
Subject: GLOBAL
Bias: UNKNOWN
Owned: No
2017-05-19 COMMENT Kinder Morgan Inc.
KMI-N
John Petrides

He likes this at current levels. Had a disastrous 2015 and an early 2016. They’ve been able to repair the balance sheet and work through their debt issues. Despite the price of oil, you still have to get the commodity from point A to point B. If Trump is able to pass the stimulus package infrastructure spending, it would be geared towards the pipe. We’ve seen his pro-energy reforms. This gives you a little over a 2% dividend yield.


Price: $19.520
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-05-19 TOP PICK Littelfuse Inc.
LFUS-Q
David Driscoll

A Chicago-based company that makes fuses. What came out of their earnings call recently, because their earnings are up about 15%-20%, is that when electric cars start to make their appearance, that will increase the number of fuses by roughly 35%. In the meantime, the smaller that semiconductors in smart phones get, the more fuses that have to be used, and the demand is there.


Price: $158.330
Subject: GLOBAL
Bias: UNKNOWN
Owned: Yes
2017-05-19 PAST TOP PICK Mattel
MAT-Q
John Petrides

(A Top Pick Feb 9/17. Down 11%.) This was a tough retail environment. Less foot traffic to the stores has hurt sales. They’ve had to pay up for shelf space. However, he is sticking with the thesis. You are still getting a big dividend is 6.7%. Stock is trading at only 12X earnings. They own very valuable franchises.


Price: $22.150
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-05-19 COMMENT McDonalds
MCD-N
David Driscoll

This is up about 22% in the last 12 months, because they are trying to take advantage of technology to start to manage stores. Where they are now in bricks and mortar, they are going to get a huge amount of store growth. They are trying to maximize their ability to keep costs down. That is never the greatest idea to run a business. This is not expanding your revenues, it’s just keeping costs down.


Price: $148.150
Subject: GLOBAL
Bias: UNKNOWN
Owned: Unknown
2017-05-19 BUY Metlife
MET-N
John Petrides

MetLife (MET-N) or Prudential Life (PRU-N)? When you are building a diversified portfolio, within financials, if you own a bank, only 1 or 2 lifecos is just as good. He can’t really choose between these 2, and in fact would own both of them. Both are going to move in similar directions, and both will benefit from rising interest rates.


Price: $50.480
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-05-19 DON'T BUY 3M Co.
MMM-N
John Petrides

One of the highest quality companies globally and one of the largest traded industrials on the exchange. However, the market knows this. Trading at 20X earnings, and is not cheap from a valuation standpoint. Investors are paying up for that quality. Also, he doesn’t care for the industrial space in general, because investors were bidding up too much hope and hype on the Trump infrastructure spending plan.


Price: $195.800
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-05-19 DON'T BUY Micron Technology
MU-Q
John Petrides

The ultimate roller coaster over the past several years. He would tend to avoid this at current levels, and get on board when everyone hates it. This is a stock you trade and don’t “hold” for an investment.


Price: $27.820
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2017-05-19 PAST TOP PICK Novo-Nordisk
NVO-N
David Driscoll

(A Top Pick June 7/16. Down 25.31%.) A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. Year-to-date this is up 10%, because sales to the US pretty much got chopped in half, and that is really on the pricing of insulin. They have 3 new products where they have already got FDA approval and are waiting for 2 more to come out. They are now starting to sell better into China and Japan, getting them away from the US market.


Price: $40.850
Subject: GLOBAL
Bias: UNKNOWN
Owned: Yes
2017-05-19 COMMENT Orange SA
ORAN-N
David Driscoll

Orange (ORAN-N) or Vodafone (VOD-Q)? It had a decent quarter in Europe, but it is very competitive. The marketing and advertising going on there is very cutthroat. That is going to hurt the margins. If you want to be in the European market, because the GDP is growing there, this would be the pick. If you are a long-term investor and believe in the long-term play of India, then then you go with Vodafone.


Price: $17.090
Subject: GLOBAL
Bias: UNKNOWN
Owned: Unknown
2017-05-19 HOLD Philip Morris International
PM-N
John Petrides

Tobacco stocks have been tremendous performers post the crisis, not only because they are a fairly stable industry, they give a tremendous dividend and grow it. In an environment of low interest rates, people are looking for yield, and this has definitely been a safe haven. There is consolidation going on in the industry, which provides a floor for the stock.


Price: $114.740
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-05-19 BUY Prudential Financial Inc
PRU-N
John Petrides

MetLife (MET-N) or Prudential Life (PRU-N)? When you are building a diversified portfolio, within financials, if you own a bank, only 1 or 2 lifecos is just as good. He can’t really choose between these 2, and in fact would own both of them. Both are going to move in similar directions, and both will benefit from rising interest rates.


Price: $103.990
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-05-19 TOP PICK Qualcomm
QCOM-Q
John Petrides

In a scrap with Apple (AAPL-Q), which they go through every 3 years. If not Apple, it’s Samsung, Motorola, Nokia, etc. They have tremendous cash and a balance sheet to support whatever the outcome may be. Trading at 11X earnings and a near 4% dividend yield. They’ll benefit from cash repatriation if Trump is able to pass through his tax reform. There are also 2 other stimuli. 1.) You are about to begin a five-year upgrade cycle by the wireless carriers, which this company will be a beneficiary from. 2.) They bought NXP Semiconductors, which gives them foray into the car market, as well as the chip that is embedded in your credit card.


Price: $57.670
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-05-19 HOLD Shopify Inc.
SHOP-T
David Driscoll

He took little flyer on this. The opportunity is to not only grow their business through small entrepreneurs starting up a retail website, but also they get to data mine all the transactions that are going on and start to get stickier with their retention of clients. His 1st purchase was a half a position at $83. If it gets to $160, he will automatically Sell half, and then let the rest run. They just did an equity issue today to raise cash for corporate purposes, which drop the stock by about $2 a share. If it started to go too far, too fast, then he would get a little concerned.


Price: $120.330
Subject: GLOBAL
Bias: UNKNOWN
Owned: Yes
2017-05-19 COMMENT Staples
SPLS-Q
David Driscoll

Same-store sales are falling. Office supplies brick/mortar are just killing them right now, and they don’t have a great e-commerce presence. It will hang in, because it is only one of 2 out there, but it will struggle.


Price: $8.720
Subject: GLOBAL
Bias: UNKNOWN
Owned: Unknown
2017-05-19 DON'T BUY Tesla Motors Inc
TSLA-Q
John Petrides

Wouldn’t go near this at current levels. Way too much is priced in. The valuation is so high. He is skeptical as to when they assume Elon Musk’s other project, Solar City, that was suffering tremendously. Now it has been incubated through Tesla. 10 years from now there will be more electric cars on the road, this company will not be the only one.


Price: $310.830
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2017-05-19 COMMENT Viacom Inc.
VIAB-Q
John Petrides

He continues to be a buyer of this. They own significant assets such as MTV, Nickelodeon, Paramount Studios, assets that are worth something. Consumers are changing viewing habits of television. They are streaming through YouTube, using more Facebook and Twitter. The model of going right to the cable TV to view programs has gone down a lot. However, the sum of the parts is worth more than what they are currently trading at.


Price: $35.200
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-05-19 COMMENT Vodafone Group PLC
VOD-Q
David Driscoll

Orange (ORAN-N) or Vodafone (VOD-Q)? Europe is very important to them, they are also putting a whole lot of money into India right now. Telenor just exited India, so that is opening some space. There is huge competition in India, and very little money to be made. Debt levels will rise again when 5G spectrum is purchased. The dividend payout is still sitting at around 100%. When he sees a company increase dividends by 1%-2%, it is not an indication of a strong franchise. If you want to be in the European market, because GDP is growing there, Orange would be the pick. If you are a long-term investor and believe in the long term play of India, then then you go with this one.


Price: $29.180
Subject: GLOBAL
Bias: UNKNOWN
Owned: Unknown
2017-05-19 COMMENT Verizon Communications
VZ-N
David Driscoll

Had a bad quarter. Adjusted EPS was $.95, compared to $1.06 a year ago. This was really because of competition. US has now become Europe, because everybody is fighting over that last foot in the door and trying to come up with products that people are going to take, as well as spend money on. The dividend yield is high. The dividend increase was not great. You are almost getting a bond -like yield, so you are somewhat better to own the bonds than the stock, because you rate higher in the corporate chain, but you are getting the same kind of payout. He has been buying their bonds as opposed to their stocks.


Price: $45.420
Subject: GLOBAL
Bias: UNKNOWN
Owned: Yes
2017-05-19 WAIT Walgreen Boots Alliance
WBA-Q
John Petrides

Battling to buy Rite Aid (RAD-N) and are coming up with some pressure and push back. He prefers CVS (CVS-N) on a relative valuation. Trades at a premium to CVS, so he would wait for some sort of pullback. If the Rite Aid deal falls through, he presumes Rite Aid shares would fall off, which would be a good time to purchase the stock.


Price: $80.610
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-05-18 N/A A Comment -- General Comments From an Expert
A Commentary
Matt Kacur

Market. The latest revelations about leaks from the White House could be a trigger for equity markets to take some pain. By his valuations, the market seems really expensive. He would find stable type of companies and stick with those. Keep your powder dry and have a bit of cash to be able to move.


Price: $0.020
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: _N/A
2017-05-18 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Market. The political problem certainly adds to the basic uncertainty. It is Congress that is really going to decide what happens, not Trump. In the meantime, it adds a certain degree of confusion, as to who is in charge and which way they are going. If the US economy picks up to 3% plus, we are bound to benefit.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2017-05-18 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Where is the Cdn$-US$ relationship headed? He is a little concerned about the Cdn$, particularly in the environment that we are still facing on the negotiations of NAFTA. Thinks there is going to have to be some giving up on the dairy side. Expects that we will continue to see the loonie drift down. A low dollar is not a bad thing. He also hopes that Bank of Canada keeps our current interest rates and doesn’t follow the US with their June increase.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2017-05-18 COMMENT A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Banks or lifecos? Although they are both in the financial sector they are quite different animals. Right now, there is pressure on the banks, mainly coming out of the US. Sun Life (SLF-T) and Manulife (MFC-T) are both good companies. Yields are about the same. If you are interested in an investment, then he would say half and half.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-05-18 DON'T BUY Apple
AAPL-Q
Matt Kacur

Not as bullish on this company as most people. They are so big, and it is hard for them to continue to get a good return on invested capital. Pretty much a one product company. All these things make him a little nervous. Also, it is not super cheap.


Price: $152.540
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 BUY Barrick Gold
ABX-T
Matt Kacur

He would call this a Buy, but it is not clear-cut. It is cyclical. One concern is that they have such a high level of debt. When things go well this company is going to do great, but not so well when things are bad. It will be more volatile than the market, but overall, a good company.


Price: $22.460
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 DON'T BUY Altagas Ltd
ALA-T
David Cockfield

A good company and well-managed, but the environment still hasn’t really improved in Alberta to the point where you would really want to step in. There are others that are a lot safer in terms of the dividend. There are decent yields and growth elsewhere.


Price: $30.220
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-05-18 PAST TOP PICK Algonquin Power & Utilities Corp
AQN-T
Matt Kacur

(A Top Pick March 13/17. Up 9%.) This has been a long-term gem, and he still likes it. Dividend yield of 4%.


Price: $13.380
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2017-05-18 BUY Alimentation Couche-Tard (B)
ATD.B-T
Matt Kacur

One of Canada’s best companies. This is because everybody has recognized what a great company it really is. The only problem is that it is kind of rich, but not too rich. It’s like buying a really nice house. You have to pay more for it.


Price: $61.010
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 COMMENT BlackBerry
BB-T
Matt Kacur

Has not been able to support this stock for a long time. He likes management and feels they have done everything possible to keep the company alive. They are really starting to hit their stride with software, especially in autonomous cars. They are still having negative returns. However, it is definitely worth looking at.


Price: $13.760
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 TOP PICK BCE Inc.
BCE-T
David Cockfield

He loves the dividend. The last time he recommended this was when it was $58. It ran up to $63 and is now backing off. If it gets down to $60, this is a slam-dunk. They seem to have absorbed Manitoba Tel without too much trouble. If you want a nice dividend, why go any further than this? 4.76% dividend yield.


Price: $60.260
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-05-18 TOP PICK Brown-Forman
BF.B-N
Matt Kacur

A great company. Some of their brands are Jack Daniels and Finlandia. Staples is probably a good place to be at this moment. It has been doing well as long as he can remember. Fantastic Return on Capital at 19% for over 9 years.


Price: $52.580
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2017-05-18 PAST TOP PICK Brookfield Property Partners
BPY.UN-T
David Cockfield

(A Top Pick April 14/16. Up 1.9%.) Sold this in July, mainly because of BREXIT. They have significant office holdings in the Canary Wharf area.


Price: $29.220
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2017-05-18 BUY on WEAKNESS Chicago Bridge & Iron Co.
CBI-N
Matt Kacur

The long-term track record is actually quite good. However, they are going through some tough times at the moment. Results haven’t been that great and there might have even been a lawsuit against them. They are building in the oil/gas area which has not been great. There will probably be a better opportunity to get it at a lower price. He likes this long term.


Price: $19.350
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 COMMENT Clearwater Seafoods Inc.
CLR-T
Matt Kacur

The company is very consistent and very good. This is a staple, and is probably a very good idea.


Price: $11.280
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 WATCH Canadian Imperial Bank of Commerce
CM-T
David Cockfield

Right now, this is under some pressure. As far as the banks are concerned, he would just sit and watch a little. The charts all look indifferent. If the US Shorts continue, there could be a further decline in the bank stocks.


Price: $106.000
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-05-18 DON'T BUY Canadian National R.R.
CNR-T
David Cockfield

Has lightened up his positions in this. It got to a point where it was reasonably expensive. Thinks this has pretty well done all it can to improve its operations. With the new pipelines going in, the oil side looks like it is not going to be as accretive to the bottom line. It looks a little expensive for railroad. This is not the time to step in.


Price: $99.940
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-05-18 DON'T BUY Crescent Point Energy Corp
CPG-T
David Cockfield

One of the best managed intermediates that you can buy, but nobody cares. You might as well accept that fact for a while. They came up with some really super earnings, and the stock has just gone down. You really have to believe in the energy sector, and right now a lot of people south of the border do not believe in our energy sector.


Price: $12.900
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-05-18 COMMENT CenturyLink Inc
CTL-N
Matt Kacur

Very similar to utilities in that they earn a very low rate of return. It pays a fairly high dividend. Numbers wise, this looks really good, but thinks that they need to cut down their debt a little.


Price: $24.590
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 HOLD Dollarama Inc.
DOL-T
Matt Kacur

Sell this and wait for a better re-entry price? He would say no. He wouldn’t want to sell a high-quality company speculating that it is going to sell off. Nothing has really changed. It is a great company. It looks reasonably valued in his work.


Price: $120.200
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 BUY on WEAKNESS EnerCare Inc
ECI-T
Matt Kacur

A pretty good company, but looks a little expensive. Return on Capital is coming in at around 11% which is pretty good. It has been ramping up and getting better, which he likes. Q1 data looked fine.


Price: $18.190
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 COMMENT Emera Inc
EMA-T
Matt Kacur

A good utility. It has low return on capital, like most utilities. Good valuation and they can support their dividend. He sees no issues going forward.


Price: $46.700
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 WAIT Empire Company (A)
EMP.A-T
David Cockfield

This company has had a tough time. They had a “drop the ball” situation in Alberta. They now have a three-year plan and are going to spend $500 million to bring their stores up. However, it is early yet. He would sit on the sidelines for a while, to see how it works out.


Price: $20.930
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2017-05-18 HOLD Enbridge
ENB-T
Matt Kacur

Looking at this over a 25-year period, he thinks it has been one of the best stocks on the TSE. Continue sticking with this. Prefers it over Altagas (ALA-T).


Price: $52.760
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 BUY Enbridge
ENB-T
David Cockfield

This is energy, but it is the pipelines, which he thinks is here to stay. They’ve shown themselves as able to grow and pay a reasonable dividend. A good basic stock to hold in your portfolio. Not a huge amount of risk. 4.6% dividend yield.


Price: $52.760
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-05-18 DON'T BUY Ford Motor
F-N
David Cockfield

Just announced that they are reducing employees, probably more of the white-collar staff. He is a little concerned about the auto industry in general. It is a very competitive business. Gasoline prices have been cheap, which has helped. He thinks the industry is at the top of its cycle right now, and from here on things are not quite as happy as they had been in the past. He would stay away from the auto industry.


Price: $10.790
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2017-05-18 COMMENT Fortis Inc.
FTS-T
Matt Kacur

Utilities in Canada, for some reason, are screening better than their US counterparts. As a whole, he cannot think of a Canadian utility that he would not recommend. Return on capital has been very consistent. Valuations are very reasonable. It is getting close to his top of 30% premium to invested capital. 3.5% dividend yield. He likes this one.


Price: $43.460
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 BUY Fortis Inc.
FTS-T
David Cockfield

One of those companies that has a great, long term program that has kept it growing. The dividend has been good. This is one where you could step in and take a position. 3.7% dividend yield.


Price: $43.460
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-05-18 PAST TOP PICK General Dynamics Corp.
GD-N
Matt Kacur

(A Top Pick March 13/17. Up 1%.) A defence company, and primarily technology oriented. Trump supporting a stronger military is kind of a bonus.


Price: $192.640
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2017-05-18 HOLD Gilead Sciences Inc.
GILD-Q
Matt Kacur

His opinion on this is quite good. It has been under pressure for a number of reasons. A lot of these companies have been under pressure for pricing. There has been some speculation that some of their drugs have a lot of competition. They have an HIV drug. This looks so cheap at this time. He shows a 33% Return on Invested Capital. They used to have a 60%, but a 33% is still very good. The valuation is almost too good to be true.


Price: $64.430
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 COMMENT Guyana Goldfields Inc.
GUY-T
David Cockfield

Gold is an interesting subject these days, because it has sort of fallen back into its old pattern. The market sells off and the golds go up. It’s the go to place if you are concerned about currencies or markets in general. It is really a trading vehicle, not a “buy and hold”. If you are really very negative on the market and the potential of some slowdown in the economic side, some of them, particularly the juniors, have a fair amount of upside potential. From a chart standpoint, the golds have not been looking that badly.


Price: $5.990
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-05-18 WAIT Horizon's Medical Marijuana
HMMJ-T
David Cockfield

Had a hard look at this ETF. There are some fairly well-established companies, plus a whole bunch of little guys. Apparently, in some of the smaller companies, the principals have been busily selling their shares as fast as they can. The worst thing you can see in any situation is people actually stepping back and selling their shares. Stay back until the dust settles a little. See what the regulations will be.


Price: $9.400
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-05-18 COMMENT iShares Nasdaq BioTech ETF
IBB-Q
David Cockfield

Got into this couple of years ago, and it just never seemed to stop. Then it “stopped”. Now it seems to be stuck in a range and it is pretty close to the top of the range at almost $300. He loves the concept. There are going to be more demand for the products, and it is a real money maker.


Price: $292.270
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-05-18 TOP PICK iShares N.A. Technology ETF
IGM-N
David Cockfield

This is the Tech sector in the US. It is a way to get on that train and ride it just as long as you want. The chart has a steady, upward move. There are a few dips here and there, but any time it does dip, that is a buying opportunity.


Price: $143.730
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-05-18 DON'T BUY Intertape Polymer Group
ITP-T
Matt Kacur

In 2009, this was pretty near bankruptcy. They’ve done a nice job. Have improved their operations. Return on Capital has improved to almost 6%. Unfortunately though, he can’t support the valuation.


Price: $22.950
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 COMMENT New Flyer Industries Inc.
NFI-T
Matt Kacur

This stock can keep going. It is a really good company, and they know what they are doing. The rate of return on capital is in the 20s. Valuation still looks very reasonable.


Price: $55.230
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-05-18 COMMENT New Flyer Industries Inc.
NFI-T
David Cockfield

A company that is extremely successful. They have been firing on all cylinders. More than 50% of their actual production is for south of the border. They produce an excellent product. A bit expensive, but the way their last report came out, he is taking a hard look at this one again.


Price: $55.230
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2017-05-18 COMMENT Parkland Fuel Corp
PKI-T
David Cockfield

This has grown like Topsy. He likes the way they picked up various gas stations from different sellers. Feels that they have good, long term growth prospects. With the situation in Alberta, he sold his holdings, but this company skated right through that. A good, long term growth company.


Price: $30.650
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
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