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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
2017-08-16 COMMENT Magna Int'l. (A)
MG-T
Christine Poole

The concern on all auto stocks is that US auto sales have peaked at about 17 million units, and growth is slow to pick up in Europe. A concern for Canadian manufacturers is that we have NAFTA, which really impacts the trade of auto parts going back and forth. For now, she is waiting on the sidelines. This company is the most global and does have leverage to an increase in content per vehicle in Europe and China.


Price: $59.510
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-16 COMMENT MacQuarie Infrastructure LLC
MIC-N
David Burrows

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff.


Price: $71.970
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-08-16 BUY Mastec Inc
MTZ-N
David Burrows

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff. You could buy this and use a Stop such as $35-$35.50.


Price: $38.750
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-08-16 COMMENT National Bank of Canada
NA-T
David Burrows

Move some National Bank (NA-T) funds over to Toronto Dominion (TD-T)? If you want to make a switch, TD makes more sense than National. This bank has a little more energy exposure and more domestic exposure, while TD has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).


Price: $55.670
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-08-16 COMMENT New Flyer Industries Inc.
NFI-T
Christine Poole

Bus manufacturer and after hour services. A very well-managed company. They have a lot of business in the US. She has this on her watch list, and on a pullback, she might add it to her portfolios. 2.4% dividend yield.


Price: $53.110
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-16 COMMENT Netflix Inc.
NFLX-Q
David Burrows

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose Facebook. Looking at over the next year, Facebook just has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but still somewhat dependent on 2nd or 3rd party contracts.


Price: $169.980
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-08-16 COMMENT Nvidia Corp
NVDA-Q
David Burrows

This is dead in the heart of the semiconductor space. It has momentum, but they have an enormous addressable market. He recognizes that if they missed their earnings they would get hurt, but autonomous driving and augmented reality are going to be a reality going forward, and he wants to participate in that.


Price: $165.150
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 PAST TOP PICK Oclaro
OCLR-Q
David Burrows

(A Top Pick Sept 13/16. Up 2.26%.) This is in the component space for optical networking. A more volatile area, which has sort of come off the boil a little. Thinks the demand for more optical gear is going to grow.


Price: $8.460
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 COMMENT Pembina Pipeline Corp
PPL-T
David Burrows

Energy went out of favour in Jan-Feb as prices weakened, so producers and service companies really got a good shellacking. It has become more apparent that the Saudi’s are trying to keep oil prices relatively higher. It is possible we are going to see more weakness in the group. Even though this is volume driven, there is going to be more weakness. On the long-term chart, it still looks okay. For him, he has moved into a bunch of other sectors that are behaving better. If you think prices can hold at these levels, it is an easy way to participate in energy.


Price: $40.130
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-16 BUY Pembina Pipeline Corp
PPL-T
Christine Poole

This is currently an attractive entry point. The stock held up quite well through the whole energy decline. They are in the process of acquiring Veresen (VSN-T), which will add to their growth outlook going forward. A good income stock. Dividend yield of 5%.


Price: $40.130
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 COMMENT Power Share QQQQ ETF
QQQ-Q
Christine Poole

This has been tracking very well to the S&P 500 over the last 18 months. She would rather own individual stocks, because in this group there are some stocks that are very overvalued, which she wouldn’t buy.


Price: $144.280
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-16 TOP PICK Rio Tinto
RIO-N
David Burrows

Recently, over the last few weeks, the US Economic Surprise data has started to improve. There have been lots of great economic reports from around the world over the last few weeks. Japan is growing at over 4% for the 1st time in 20 years. He wants to have exposure to that. Basic materials area is an area that has been in favour since 2011. This company is one of the biggest producers of copper, iron ore, met coal and other commodities around the world. They do not hedge their production, so if prices go up, they benefit. Really prudently managed. Almost no debt. Dividend yield of 6.3%. (Analysts’ price target is $52.66.)


Price: $45.240
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 TOP PICK Royal Bank
RY-T
Christine Poole

She likes the banking group as a whole. They really haven’t done much this year. The Canadian economy is improving and rates are slowly rising, which is good for net interest margins. Feels the housing market is moderating and softening, but doesn’t see it collapsing. The bank also has exposure to the US through its acquisition of City National with good opportunities for growth. With a rising rate environment, we should see expanding margins. Dividend yield of 3.7%. (Analysts’ price target is $102.)


Price: $92.960
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 COMMENT Starbucks
SBUX-Q
Christine Poole

Feels this is transitioning from a very high growth company to a slower growth, and that it is fully valued.


Price: $53.500
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-08-16 HOLD Shawcor Ltd. (A)
SCL-T
Christine Poole

A global leader in pipe coating. They recently reported, and management seems optimistic that drilling activity has troughed. It is rising in North America, and this company is seeing the benefits of that. A lot of their larger projects in 2015 and 2016 were being put on the back burner and delayed. But now they are being asked to bid a lot more larger projects. If you are a long-term investor, you could start picking at this here.


Price: $25.150
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 BUY Shopify Inc.
SHOP-T
David Burrows

A Canadian play that is in one of the most important themes of a secular long-term shift to web commerce. It provides a platform for small to midsize e-commerce companies. They continue to get stronger. They are so strong that Amazon (AMZN-Q) shut down their competitive product to Shopify. In the last quarter, they went from 400,000 users to 500,000 users, companies selling things on the web. Earnings were up about 85% and revenue is up 75%. The downside is that it is a momentum driven company and trades at a very high multiple of about 10X EBITDA to sales. Realistically, if they were to miss or have a miscue operationally, the stock is going to get hurt.


Price: $119.430
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 COMMENT Telus Corp
T-T
Christine Poole

She owns this in a few accounts, but not broadly. Telecoms are not a big weighting in her portfolios. If you are looking for income, this and the other telcos offer a good investment for income. Their yields are safe.


Price: $44.910
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 COMMENT Toronto Dominion
TD-T
David Burrows

Move some National Bank (NA-T) funds over to this bank? If you want to make a switch, TD makes more sense than National. It has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).


Price: $63.950
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-08-16 WEAK BUY Twitter, Inc
TWTR-N
David Burrows

Social Media is a force that is going to continue for some time. This has been a really volatile stock because they’ve had a hard time finding the right mix of business to deliver earnings to investors. Years ago it was a momentum stock, but today it is more of a value stock. It has a tremendous number of people that use the service, and you are not paying much for that. They haven’t got the service right yet, but it is a really dominant platform. Technically it made a low in April/16, then rallied and pulled back. It made a higher low in April of this year of around $14. It has pulled back again. There are 2 things that can go right. 1.) They ultimately get the business model right and take advantage of all those users. 2.) Somebody decides to buy the assets and make it more usable. Doesn’t think there is a lot of room to get hurt. Would prefer to focus on Facebook (FB-Q).


Price: $16.160
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-16 PAST TOP PICK Texas Instruments
TXN-Q
David Burrows

(A Top Pick Sept 13/16. Up 25.29%.) For the last 2.5 years, probably the most powerful secular theme in the market has been in technology, specifically 3 big themes of 1) cloud-based computing, 2) software as a service and 3) Internet of things. In the Internet of things, we talk about all the devices that are being attached to the Internet, and this company sells analog chips that go into all these connected devices. This is one you can continue to Buy.


Price: $82.460
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-08-16 PAST TOP PICK Seven Generations Energy Ltd
VII-T
David Burrows

(A Top Pick Sept 13/16. Down 42.91%.) Energy has gone through a shift where the growth in production is going to make it painful for a lot of companies. He viewed this as a trade, not a long-term investment, and exited his position in Jan/17.


Price: $17.450
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-16 COMMENT Canopy Growth Corp.
WEED-T
Christine Poole

Doesn’t own any of the cannabis stocks. The problem is, valuation. Market cap on this company is significantly larger than any multiple of sales you can put on it. The sector is still very much news and sentiment driven.


Price: $8.910
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-16 COMMENT iShares S&P/TSX Global Gold
XGD-T
Christine Poole

She generally doesn’t buy ETF’s and would normally buy individual gold producers. This one picked up, on North Korea’s and US relations. Typically, if there is increased uncertainty and volatility, that is usually good for gold. Also, if the US$ is weakening, that is good for gold. She has a very low weighting of gold in her clients’ portfolios. Inflation is very benign globally. This is not the environment right now to be heavily into gold.


Price: $12.400
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-08-15 N/A A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

Income Investors. Beware of rates for both fixed income and equities. For the last several years there has been a real appetite for yield. Based on demographics, more and more Canadians and Americans have either retired or are close to it. Their #1 objective was generating enough income to maintain their lifestyle that they were used to while working. That is partly why there has been such an inflow into dividend paying stocks. Owning bonds at 2%-2.5% just doesn’t cut it. You need to be really thinking and understanding how interest sensitive your portfolio really is. As a general rule, yield plays are often the most interest sensitive. Many Canadians don’t realize that pipelines, telcos, REITs, utilities, etc. are quite interest sensitive, because this is really the first time they’ve had a meaningful exposure. Going into the first rate hike, with investors having a larger exposure to equities, it is important to understand what the potential is for a portfolio in a rising interest rate environment for fixed income and equities.


Price: $0.020
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: _N/A
2017-08-15 N/A A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

When constructing a portfolio between bonds, Index ETF’s and dividends, which should go in TFSA, RRSP, and nonregistered accounts? There are 2 considerations. The one people look at right away are tax considerations. In a registered account such as a TFSA or RRSP, it doesn’t matter what kind of income/return you generate because they are tax sheltered. Sometimes hold the least tax efficient instruments in their Registered accounts such as bonds, and/or the more tax favourable instruments outside of the registered accounts. He tends not to, because liquidity requirements vary depending on the kind of account it is. If you hold your least liquid assets in registered accounts, you may not want to withdraw from the account which provides you with liquidity. When you withdraw stocks from a non-registered account in a bad market, you have to sell at less than what you generally paid for it. Build a balanced portfolio in all the different accounts, knowing that you will have liquidity when you need it.


Price: $0.020
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: _N/A
2017-08-15 COMMENT A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

Marijuana stocks? Feels the easy money has been made. If you are getting in it at this point, risk management is more important now than ever, because most of the names have run up considerably. If you have to be in the space, he would buy a few of them, and split up your application amongst a handful.


Price: $0.020
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 N/A A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

Investing in the current market? The challenge is timing the market, which you are not going to be able to do. You have to feel comfortable whenever you buy, so that when times do get bad, you can look at your portfolio and know that you know the business and are comfortable. If there is a correction, for the most part it is widespread and you are going to see a haircut on all names. In a high cash weighting, you sit on the sidelines and watch the market continue to go higher and higher, which has gone on for the last 2 years. The market is expensive if you look at it purely on a P/E basis, compared to where it has been for the last 30 years. However, through stock picking, you can build the portfolio that has a lower P/E ratio than the overall market. Secondly, when you compare the P/E ratio of the market to the last 30 years, it is really only one part of the story, because we have never had interest rates as low as they are in the last 30 years. To quantify how expensive or not expensive the market is, you can look at what the 10 year is paying, and what the average dividend yield of the market is, and see the spread above what you are getting as a yield on the S&P 500 or the TSX, compared to the 10 year. It is quite wide. Leg your money in, which helps you get dollar cost averaging. Also, understand the businesses that you buy.


Price: $0.020
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: _N/A
2017-08-15 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

Market. The market has been sliding off. Small caps have been particularly static or worse, and large caps not much better. We’ve had strength in the Cdn$ for some time, and that has now rolled over, at least temporarily. US stocks seem to do nothing, but go up. He tends to maintain a view that if a stock does brilliantly well for half a year, it cannot usually do as well in the 2nd half.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2017-08-15 COMMENT A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

Gold. How do you know when to get in or out as a safe bet? You can’t. There is no way of knowing ever.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-08-15 COMMENT Barrick Gold
ABX-T
Michael Smedley

A very, very large gold company. Attempting to grow is very difficult, whereas a smaller company can, and can even get taken out. The problem is that they all tend to be below the price where you first bought them. Gold has been firming up a little lately. This company would not be his choice.


Price: $21.110
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-08-15 COMMENT Amazon.com
AMZN-Q
Kash Pashootan

As a replacement for 30% of bonds and RIFs for retirees? Doesn’t think this is the right fit for a RIF or as a replacement for bonds. It doesn’t pay a dividend. It will be significantly more volatile than quality bonds will. He doesn’t own this because it doesn’t pay a dividend.


Price: $982.740
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 BUY BCE Inc.
BCE-T
Kash Pashootan

Boring, but boring is good. When building a portfolio, this is a name that is difficult to ignore. The steady Eddie of a portfolio giving you a 4.5%-4.7% dividend yield. If you get a 4%-5% share price appreciation, it has done its job. In the last couple of years, it has done better than that, but recently all the telcos have pulled back.


Price: $59.390
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Unknown
2017-08-15 COMMENT Bee Vectoring Technologies International
BEE-X
Michael Smedley

This is at the point of commercialization, and its connections are extremely good in the world of pollination. It is really like a bit of a sideline, and you really need something like a Monsanto that everybody hates, going very bee conscious and buying them. It might do well because something like Monsanto might do well expanding into that territory. This should do better over time.


Price: $0.225
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-08-15 COMMENT Brookfield Property Partners
BPY.UN-T
Kash Pashootan

A dividend yield of 4.9%, which is quite juicy, considering it is trading on the Canadian market which gives you a dividend tax credit as well. You are going to have to stomach some volatility, because it will be interest sensitive as rates start to rise.


Price: $29.910
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Unknown
2017-08-15 TOP PICK CASH
CASH
Kash Pashootan

It is reckless to not have some cash on the side. We know that in the summer and fall we have some kind of correction, and it is a good time to have some cash on the sidelines, ready to strike when the time is right.


Price: $0.010
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Yes
2017-08-15 COMMENT Callidus Capital Corp
CBL-T
Kash Pashootan

When buying this kind of investment, you are betting on the individual or management team running it. Whether it is a rough quarter or a good quarter, it shouldn’t change your outlook or long-term view on the business. These kinds of structures are generally focused, and the people running them do a great deal of due diligence before investing. He wouldn’t let a bad quarter derail you from holding it long-term.


Price: $10.670
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 DON'T BUY Corus Entertainment (B)
CJR.B-T
Kash Pashootan

On “pick and pay”, if you have 3, 4, 5 members in your family, and they’ve all picked and you’ve paid for the channels, you are basically paying as much as you would for a bundle. Thinks it was overblown. Sold his holdings as the first real leg of the recovery for the company has taken place. If you currently own this, you are waiting for the next chapter of recovery. He’ll come back and visit this later. Thinks the dividend should be cut in half, and put the capital to better use.


Price: $13.950
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 COMMENT CRH Medical Corp.
CRH-T
Michael Smedley

A stock that is extremely popular with medical analysts. There has been a bit of a foul-up in performance and the stock has joined the Bear market. He doesn’t get the sense that it is as good as a lot of analysts seem to believe. You also have the setback of the Obama-care saga in the US.


Price: $3.180
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-08-15 PAST TOP PICK Cisco
CSCO-Q
Kash Pashootan

(A Top Pick May 13/16. Up 26.1%.) Has taken his profits. Looking at their business today, he is not sure exactly which direction they want to transition to. It gives a decent dividend yield. Doesn’t think you will go wrong buying at these prices.


Price: $32.090
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 HOLD Corby Spirit and Wine (A)
CSW.A-T
Michael Smedley

One of the old greats in the liquor world. They distill certain things and have marketing rights to others. They do things overseas. Pays special dividends in January.


Price: $21.800
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-08-15 PAST TOP PICK Canadian Tire Corporation Ltd. (A)
CTC.A-T
Kash Pashootan

(A Top Pick May 13/16. Up 10.81%.) There is no real reason for the recent pullback. He still likes it and it is cheap. 1.7% dividend yield is fairly light for being an established business. Trading at around 15X. Still buying for new clients.


Price: $153.170
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Yes
2017-08-15 COMMENT Medical Facilities Corp.
DR-T
Michael Smedley

Dividend yield of 8% probably holds. They have 3 or 4 outpatient type hospitals in the US. Brought in a younger man when the founder decided to retire, but the younger man retired, possibly due to health reasons. You want to have leadership in place. Under a little margin pressure, but doesn’t think there is any risk to it. He likes the company.


Price: $14.280
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-08-15 BUY First Capital Realty
FCR-T
Kash Pashootan

Doesn’t own any REITs at this time, but if he were to own one, this would be the one. Likes the way they are running the company and the acquisitions they’ve made. They are in the prime areas where it is difficult to get real estate anymore. They have a serious footprint in Yorkville which arguably, price per square foot, is the most valuable real estate in Toronto.


Price: $19.640
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 WAIT General Electric
GE-N
Kash Pashootan

The last few years has been very busy. Did a great job in selling off the GE Capital assets in order to become a pure industrial play. With the big acquisitions they’ve made, he was cautious, because any time a company is doing a huge acquisition, there are a lot of integration risks and it takes time to digest it. Now, with a Baker Hughes acquisition floating around, he would be hesitant. Wait until the dust settles.


Price: $25.140
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 COMMENT Knight Therapeutics
GUD-T
Michael Smedley

There is tremendous competence on the part of Jonathan Goodman. You have to be patient with this to get the same return that you got from his previous Paladin Labs company. He is very good with his skills, connections and financing ability for future products that come his way. Unusual investments in funds that are in the pipes of products he is interested in.


Price: $8.350
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-08-15 COMMENT High Liner Foods
HLF-T
Michael Smedley

They restructured and got rid of their fleets, and went into processing fish foods. It did extremely well. There was some publicity lately and he feels it is in a bit of a struggle. Just appointed a new CEO.


Price: $14.500
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-08-15 PAST TOP PICK Jackpot Joy PL
JKPTF-5
Michael Smedley

(A Top Pick Aug 19/16. Up 11.11%.) (Formerly Intertain) This is probably going to be very, very successful in London, once it can get recognized.


Price: $11.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-08-15 PARTIAL BUY Johnson & Johnson
JNJ-N
Kash Pashootan

This has had fairly low volatility. They are diversified between Pharma, consumer products and medical devices. Diversity helps them, but also hurts them in that it is difficult to focus on 3 business lines that are quite different. It has had a decent year, up about 15% year to date. Trading at around 19X, and you are getting a 2.5% dividend yield. Just made a large acquisition, so you may want to wait to see how that is digested. Consider buying only a half position now.


Price: $133.380
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 COMMENT K92 Mining Inc
KNT-X
Michael Smedley

Located in Papua New Guinea. It was opened by a renowned man who searched the world with his renowned team as to which project to start up. They settled on this as the best assets in the ground in the Gulf sector. Have been making some good discoveries.


Price: $0.640
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-08-15 TOP PICK Kinaxis Inc
KXS-T
Michael Smedley

A giant in software. A highly specialized company dealing very, very big in Fortune 500s, etc. You get a tiny piece in the 2nd half of the year on margins and a suspended disputed major client in the far east. (Analysts’ price target is $85.)


Price: $68.190
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-08-15 COMMENT LuLulemon Athletica (US)
LULU-Q
Michael Smedley

This has had a very strange existence where it has been absolutely supreme in the pricing of its garments. Extremely limited in its colours, but very special materials. It has another side which has rarely been seen in public. The company has been volatile, but has a tremendous capacity for expansion globally.


Price: $59.500
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-08-15 BUY New Flyer Industries Inc.
NFI-T
Kash Pashootan

Still buying for new clients, but if your portfolio holds more than 5%-10%, he would be hesitant to add.


Price: $53.560
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Yes
2017-08-15 PAST TOP PICK Nintendo Company Ltd.
NTDOY.PK-OTC
Michael Smedley

(A Top Pick Aug 19/16. Up 67.7%.)


Price: $0.010
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-08-15 COMMENT Premium Brands Holdings Corp
PBH-T
Michael Smedley

The sandwich kings of British Columbia. It is into the world of professionals and non-professionals who are moving fast who want to buy some nice prepacked sandwiches.


Price: $99.630
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-08-15 COMMENT PepsiCo
PEP-N
Kash Pashootan

Within this overall space, there is no rush to buy the name. The carbonated soft drink industry is not growing. Trading at 23X, which is not cheap. About 50% of revenue is coming from noncarbonated soft drinks.


Price: $118.970
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 COMMENT Patient Home Monitoring
PHM-X
Michael Smedley

Has not met the new management. This has 2 different parts, one being in the US.


Price: $0.480
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-08-15 PAST TOP PICK ResMed Inc.
RMD-N
Kash Pashootan

(A Top Pick May 13/16. Up 30.65%.) The leader in sleep apnea, and primarily manufactures the masks. Recently sold his holdings.


Price: $72.440
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 PARTIAL BUY Shopify Inc.
SHOP-T
Kash Pashootan

A Canadian success story. He doesn’t own it, because it doesn’t pay a dividend. If you are going to buy this, take a half position and wait for some sort of catalyst to take the other half. Thinks you will do well in the long-term.


Price: $118.690
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: No
2017-08-15 HOLD StorageVault Canada
SVI-X
Michael Smedley

This was formed by a very clever young man who really likes units of storage. Has been growing it by adding on, and he really knows the trade.


Price: $2.210
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-08-15 TOP PICK Telus Corp
T-T
Kash Pashootan

They are among the most concentrated in wireless, an area he continues to believe will grow. There is a lot of capital going into making sure we do more and more on smart phones in the future. They’ve done a great job investing and expanding their 4G networks by about $2.2 billion. Recently rolled out Telus TV, a good way to cross sell another service to existing clients. Dividend yield of 4.3%. (Analysts’ price target is $48.50.)


Price: $45.270
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Yes
Showing 121 to 180 of 167,465 entries
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