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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
2017-10-19 HOLD Rogers Sugar Inc
RSI-T
Peter Hodson

It is a pretty good income stock but only that.  It has low growth and high debt ratio.  Their quota is in Canada.  It is a nice little income stock.  Take the dividend but don’t expect a lot of growth.


Price: $6.280
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-10-19 COMMENT Pure Multi-Family REIT LP
RUF.U-X
Andy Nasr

Their asset class is one of the more coveted by institutions, because they are a form of lower income housing. Apartments, versus home ownership, is where a lot of people are migrating as people can’t get approval for mortgages. As a result, there has been significant rental growth in the US market, and homeownership continues to be at a multi-decade low. Hopefully that starts to reverse course, but in the interim, there is a lot of momentum for US apartments. Prefers Equity Residential (EQR-N). Dividend yield of 6%.


Price: $6.250
Subject: REITS, GLOBAL & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2017-10-19 PAST TOP PICK Shopify Inc.
SHOP-T
Peter Hodson

(A Past Top Pick Jan 18/17, Up 85%)  It has been called a multilevel marketing company.  They have never missed a quarter as a public company.  There are a lot of eyes on it.  They have recurring revenue.  None of the allegations are new.


Price: $122.710
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2017-10-19 COMMENT Toronto Dominion
TD-T
Andy Nasr

Valuations are a little more compelling in the context of higher consumer and corporate loan growth. There is also more of a capital redeployment story in the US. This bank has the 5th largest deposit base in North America. That deposit base, which is under leveraged, represents an opportunity for them to significantly increase loan growth. They should benefit from higher interest rates.


Price: $71.960
Subject: REITS, GLOBAL & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2017-10-19 WATCH Trevali Mining Corp
TV-T
Peter Hodson

He tries not to forecast commodities.  There will be some tightness of supply in zinc.  Global growth looks okay.  It looks good for zinc.  If things go right in the metal then the stock will do well.


Price: $1.470
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-10-19 WATCH Canopy Growth Corp.
WEED-T
Peter Hodson

He is cautious on that space.  This is the biggest one in the space.  The store front locations are very tiny.  There will be some very big players in the industry but all money raised in this industry goes into production.  He cannot get a handle on the valuation.  If you are not taken over in the next year you will be in big trouble.


Price: $11.820
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-10-19 WATCH Winpak Ltd.
WPK-T
Peter Hodson

It is a really well run company.  It does not get a lot of attention.  It is not cheap but is a slow and steady performer.  You might want to own it when there is a market correction.


Price: $54.320
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-10-19 COMMENT BMO Equal Weight US Banks ETF
ZBK-T
Andy Nasr

With US banks, you are probably going to get a little earnings growth and dividend growth, but it won’t be spectacular, provided the US economy remains intact. Given that the US regulatory conditions are going to ease, this is really a good capital repatriation story.


Price: $24.180
Subject: REITS, GLOBAL & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2017-10-18 N/A A Comment -- General Comments From an Expert
A Commentary
David Burrows

Market. The 10-year chart for the S&P 500 is a thing of beauty. Trading at record levels. If looking at PEs vs estimates, there are people who will point out that the PE multiples have been moving higher, so prices are higher. Last quarter, 55% of companies beat the estimates, so estimates are too low. That has been rising. PE multiples that people are looking at are probably making stocks look more expensive than they are. Secondly, we are in an extremely low interest rate environment, and PEs can be higher. We are in a secular bull market for equities. It didn’t start until 2013. When you took out the highs from the last bull market in 2000, that was the 1st year of multiple expansion, and multiples have been expanding since. There will be corrections, but expects equities between 2013 and 2023 are probably in the teens from a return standpoint. The volatility we have been seeing, that everyone is saying is so low, is virtually identical to the early 90s and identical to the early 50s. Both were in secular bull markets. We will see a good-sized correction out there somewhere, but none of his work points to any of the things that would be happening if it were coming up soon. As long as the percentage of stocks performing well are expanding, there is no bear market or correction that has ever taken place while that is happening. The most important thing in the way a market is behaving, is how it reacts to news. For example, there have been lots of big news items last year and the market hasn’t cared.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2017-10-18 N/A A Comment -- General Comments From an Expert
A Commentary
David Burrows

Stop losses? He uses point and figure price charts, which mark out the orderly progress of either higher highs and higher lows, or lower lows and lower highs. He would encourage you to get a book on this. A very good one would be Tom Dorsey on point and figure charting. In the absence of that, for a longer-term investor, you could use a 150-day moving average. It is amazing how often a stock pulls back and then reverses higher at their 150-day moving average. If a stock dipped below this on heavy volume, that would be a good reason to become a seller.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2017-10-18 COMMENT A Comment -- General Comments From an Expert
A Commentary
David Burrows

Good stock or ETF for medical devices? He likes the area as a sector. If you check out iShares DJ Medical Devices ETF (IHI-N), it had a wonderful rally through 2016 into July 2017. Since then it has consolidated sideways, and is within a whisper of breaking out to a new high. The group is a little more economically sensitive than big Pharma, because more of these things are paid for by people who have more confidence to buy. You could also look at Stryker (SYK-N), which he owns, which manufactures hips and knees.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Madden

Market.  The TSX has come roaring to life post labour day.  Patience and diversification paid off.  Stocks don’t go up in a straight line.  Last year Canada was the star and this year, US stocks were the top of the leader board.  He has mainly balanced portfolios.  The round number fixation on 23k will get fixated on and this is nothing unexpected.  It is probably not a reason to be nervous right now.  Don’t try to pinpoint the top or bottom of a market but maintain a balanced portfolio.  Fixed income has been sobering.  The main benchmark index has been negative two quarters in a row.  It is important for investors to realize that rising interest rates may dampen capital value of bonds, but it means when they renew, there are higher interest rates.  The do have a place in a portfolio.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2017-10-18 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Brian Madden

Utilities.  He is not particularly favourable on utilities right now because we are in a rising interest rate environment.  Utilities tend to suffer multiple compression in that kind of environment as they are a bond proxy.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-18 COMMENT A Comment -- General Comments From an Expert
A Commentary
Brian Madden

Canadian Dollar vs. US Dollar.  He won’t forecast the near term trend on the exchange rate.  To protect a portfolio against a rising dollar is to run a balanced portfolio of Canadian and US equities as well as fixed income.  If you are only considering Canadian companies than buy those that generate the majority of their revenue in the US.  If you think the US dollar is going higher you want to underweight Gold and gold equities.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-18 BUY Apple
AAPL-Q
David Burrows

(Market Call Minute.) You are making a bet here on augmented future reality, which is what they have done with their phones.


Price: $159.760
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 BUY Pure Industrial Real Estatetrust Trust
AAR.UN-T
David Burrows

Industrial properties. It is more cyclical and more tied to the business cycle. As business gets better, it will likely be able to raise rents. It has now pulled back to the 150-day moving average, which is a good place to buy it. Dividend yield of 4.8% is pretty attractive.


Price: $6.440
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-10-18 SELL Allergan PLC.
AGN-N
David Burrows

(Market Call Minute.) A broken stock and he would Sell it and move on.


Price: $187.150
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 COMMENT Algonquin Power & Utilities Corp
AQN-T
David Burrows

If you are going to be in this space, you are going to have to have growth, and this company has that. This is way outperforming the group. 4.3% dividend yield. (See Top Picks.)


Price: $13.910
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 PAST TOP PICK Alimentation Couche-Tard (B)
ATD.B-T
Brian Madden

(A Top Pick Dec 7/16, Up 4%)  It has been underwhelming over the last 10 months.  It is an illustration of why you want to be patient and diversified.  It is a building block and serves a purpose.  What has held it back is a miss-guided belief that electric cars will kill the internal combustion engine, which he does not accept.  The decline is based on a decline in fuel traffic which in turn means a decline in convenience store sales.  He continues to like this one.


Price: $59.110
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-10-18 BUY Alibaba Group Holding
BABA-N
David Burrows

(Market Call Minute.) If you believe in online retail, you have to believe in this company. They control China. They have the opportunity to become the world’s biggest payment company. The risk is political.


Price: $179.610
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 TOP PICK Bank of Nova Scotia
BNS-T
Brian Madden

It has been a strong performer this year.  It has outperformed the TSX in 18 of the last 25 years.  They have a strong footprint in rapidly growing economies.  It is a catalyst rich situation.  It is just at its 200 day moving average where it has support.  It is a perennial buy and hold.  (Analysts’ target: $86.50).


Price: $80.650
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-10-18 COMMENT CAE Inc
CAE-T
David Burrows

He likes aerospace, both on the defence side and civil aviation side. This company really has sort of a lock on simulators, etc. He thinks the stock is okay. It pulled back to the 150-day moving average a little while ago and rallied off of that, and is trading at about $1 below its high. They have broad exposure across the sector. He wouldn’t have a problem with it, but there might be some better technical names to look at.


Price: $21.930
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 DON'T BUY Crescent Point Energy Corp
CPG-T
Brian Madden

One of the larger E&P companies in the sector.  He has not been that keen on the sector as of late.  The problem is a lack of pipeline capacity to get the product out.  Western Canadian Crude is trading at a decent discount.  Profitability is not where he would like to see it with most of these Canadian companies.  You want to go best of breed.  You want to own downstream assets.  He prefers SU-T because of great upstream assets as well as refineries and service stations. 


Price: $9.350
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-18 HOLD Cisco
CSCO-Q
David Burrows

Since the market ticked up in February 2016 it has been a very steady rally. The leading group off the bottom was technology. Almost always, a group that leads off the bottom will continue in the course of the cyclical rally. This group continues to lead the market. Old tech is not expensive, it is like 14X earnings. They have great cash flow. This is not the best stock in the group, but if you own it continue to hold it.


Price: $33.550
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 SELL Concordia International Corp
CXR-T
Brian Madden

It has lost the overwhelming majority of its value.  It is burdened with leverage.  It is important to step back and take a cold, clinical view of it.  The market does not care what you paid for it.  The prospects going forward don’t look very favourable for it.  The subordinate debt went into default this week.  The stock is more of a lottery ticket.


Price: $1.210
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-18 COMMENT Enbridge
ENB-T
David Burrows

We are in a low interest rate environment, and pipelines are something people would own if they believed we are staying in a low interest rate environment. From 2009 to 2014, there was an enormous boom in production, which meant tolls went up a lot. As they went up, earnings, cash flow and dividends went up, and the multiples that investors were prepared to pay went up. They turned into growth stocks. Then volume growth started to slow down, so the multiple has been compressing. He wouldn’t focus in bond proxies such as this.


Price: $50.420
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 TOP PICK Enbridge
ENB-T
Brian Madden

The largest pipeline operator in North America.  They just acquired a US pipeline and that makes their network that much bigger and more diversified.  It yields about 4.7% which is much longer than its long run average.  There is a very clearly articulated plan to grow the dividend at 10-12% compound rate of return over the next 4 years.  (Analysts’ target: $60.00).


Price: $50.420
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-10-18 BUY Enbridge Income Fund Holdings
ENF-T
Brian Madden

It is part of a broader umbrella used as a vehicle for asset ‘drop down’ to enjoy a lower tax rate.  It has done fairly well over the long haul but sold off as of late.  He plays pipelines thought the parent, however.  But he has no qualms with this one.


Price: $31.110
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-10-18 TOP PICK FedEx
FDX-N
David Burrows

This is very sensitive to the global economy. They bought TNT and have been integrating that and reducing costs. As economic activity picks up, these quick deliveries accelerate and the pricing power improves. This is not just the US. Every major developed economy is accelerating at the same time. Dividend yield of 0.9%. (Analysts’ price target is $239.)


Price: $222.300
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 TOP PICK CGI Group (A)
GIB.A-T
Brian Madden

There is a new CEO in the last year.  It is likely he will put his stamp on the company in some form.  It is Canada’s largest IT services company.  They could make a transformational acquisition.  They have a history of doing this.  It is a good play on the US economy where they have their largest customer.  (Analysts’ target: $74.00).


Price: $66.780
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-10-18 BUY Intel
INTC-Q
David Burrows

He watches semiconductor stocks as a bellwether for the market. This consolidated between $38 and $33 from September until September. Then it broke out and went to $40, traded sideways for 8-9 days, and is breaking out again today. He is a big bull on the semiconductor cycle for the Internet of things. This is a really attractive company, and is talking about splitting itself sometime.


Price: $40.250
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 PAST TOP PICK Ingersoll-Rand Co
IR-N
David Burrows

(A Top Pick November 22/16. Up 23%.) He continues to like the industrial sector. Machinery is slowly becoming interconnected. The capital stock of the US economy is the oldest it has been in history. In the last year, companies who are spending, are being rewarded by the share prices going up.


Price: $91.220
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-10-18 PAST TOP PICK JP Morgan Chase & Co
JPM-N
David Burrows

(A Top Pick November 22/16. Up 28%.) This could be another Top Pick today, if he hadn’t chosen it 3 times in the past year. Financials will benefit from a reflation cycle, probably for 5-6 years. US financials are trading at about 1X their BV, and have traded as high as 3X in the past. The best bank in the US.


Price: $97.990
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 DON'T BUY Keyera Corp
KEY-T
Brian Madden

He lumps it into the bond proxy bucket and so does not own it.  He would prefer ENB-T because it has an element of growth – a high dividend close to 5% and an explicit plan to grow the dividend 10-12% a year.  You need this to avoid multiple compression.


Price: $37.220
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-10-18 PAST TOP PICK Manulife Financial
MFC-T
Brian Madden

(A Top Pick Dec 7/16, Up 12%)  The macro environment benefited it.  They have a strong wealth management franchise which is growing market share.  They have a very strong and rapidly growing Asian business.  Their new CEO is a strong leader.


Price: $25.860
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-10-18 PAST TOP PICK Magna Int'l. (A)
MG-T
Brian Madden

(A Top Pick Dec 7/16, Up 15%)  Canada’s largest auto parts company.  It traditionally trades at a discount to the market.  It is an extremely profitable and rapidly growing company.  The recent surge is caused by industry specific forces and news releases.  Hurricanes in the US have affected half a million cars which will create increased demand for parts.


Price: $68.590
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-10-18 BUY Metro Inc (A)
MRU-T
Brian Madden

There are two equal and offsetting forces.  They just made a large acquisition, taking them off their main strategy.  It looks like it will be accretive.  He likes the deal.  The offsetting headwind is the incursion of AMZN-Q into grocery.  He thinks this is overdone.  Whole foods does not have that big a presence in Canada.


Price: $40.870
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-10-18 TOP PICK Morgan Stanley
MS-N
David Burrows

This is the #1 equity trader and probably the most successful trading shop today. They are a big beneficiary of higher rates. They hold net cash balances for their clients. Has a giant private client business, $3 trillion in assets they take care of. Dividend yield of 2%. Will also benefit from the deregulation of business. (Analysts’ price target is $52.50.)


Price: $50.150
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 HOLD Mastec Inc
MTZ-N
David Burrows

Builds and maintains cell towers for the telcos, and they build pipelines. A great company. It has performed better than 67% of the S&P companies so far this year. Has been consolidating since June. He continues to really like telecoms, which is 45% of their revenue. There is still some growth in US oil production, and they should continue to do okay.


Price: $43.350
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 BUY Micron Technology
MU-Q
David Burrows

A great company. They are selling memory storage. That market, over the last few years, has become less fragmented and more controlled so pricing has been better. There are lots of handsets being built.


Price: $41.650
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 TOP PICK NextEra Energy
NEE-N
David Burrows

This is “the” company leading the way in renewable power and alternative energy. 50% of their power generation comes from wind, and is growing very rapidly. Wind power and solar have now become less expensive than coal power, at the same time we are about to head into an electric vehicle revolution. The company has done a lot of research on battery technology storage and they service 5 million customers in Florida. A big utility and has a great balance sheet. They have 20-year contracts to supply power to their other utility customers. Dividend yield of 2.6%. (Analysts’ price target is $157.)


Price: $152.540
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 BUY Nvidia Corp
NVDA-Q
David Burrows

This has been the poster child for augmented reality, machine learning and gaming. All 3 areas are big secular growth areas. You pay up for the best company in that sector.


Price: $197.580
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-10-18 SELL Oclaro
OCLR-Q
David Burrows

This makes components for fibre optic networks. This sector is quite cyclical. It has big advances and then when capacity comes in, it is harder to get a margin. The company in this space all had a wonderful run in 15, 16 and into 17, and have been consolidating since then. While fundamentals look good, the price chart is a little bit concerning. It is not broken, but has become much more volatile and has been unable to make progress against a rising market. Relative strength has been weak. He would be cautious.


Price: $8.410
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 PARTIAL SELL Premium Brands Holdings Corp
PBH-T
Brian Madden

A great company, a consolidator in the prepared food space.  It is always expensive.  It keeps expanding.  You could take some partial profits to avoid portfolio concentration.


Price: $103.760
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-18 BUY Priceline.com Inc.
PCLN-Q
David Burrows

He really likes Internet retail. This stock pulled back twice to the 150-day moving average this summer. A great business and a good way to participate.


Price: $1941.870
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 DON'T BUY Parkland Fuel Corp
PKI-T
Brian Madden

A gas station operator.  They recently bought odds and end of CST brands.  They struck a sweetheart deal on assets that ATD.B-T has to cast off because of competition bureau reasons.  PKI-T is quite expensive compared to their profitability. 


Price: $24.710
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-18 HOLD Rogers Communcations (B)
RCI.B-T
Brian Madden

It has done well year to date.  It has outdone the rivals more than 20 percentage points.  It is arguably the best of the three.  It has no wire line business in telcom.  It is less exposed in Western Canada.  It is trading at about a 14% premium right now.  Don’t commit fresh money to this one at the moment.


Price: $66.850
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-10-18 WATCH Shopify Inc.
SHOP-T
David Burrows

A great case study. Basically, traded from $15 to $120, and consolidated nicely along the way. When the Citron report came out, the stock was at $105. Fundamentally, it is a great business. The Citron report had enough holes to drive a truck through, but there is some smoke. He was stopped out at $105 and has moved on. He’ll wait and see how the company handles this. There will be more when earnings come.


Price: $123.300
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-10-18 WAIT Shopify Inc.
SHOP-T
Brian Madden

A prominent short seller came out with an attack on the business model.  The work was pretty sketchy in the short seller’s report.  They will deal with it when they report on November 2.  He continues to like it.  The pull back is just a cooling off.  It is a normal course correction in a stock with a high multiple.  They anticipate profitability in the fourth quarter.


Price: $123.300
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-10-18 WAIT Stantec Inc
STN-T
Brian Madden

An engineering and construction firm, high quality.  It stumbled a few years ago and they are righting the ship.  They are not fully out of the woods but they have turned the corner.  Even if they get a small fraction of the plans to build out public infrastructure in Canada, they will do well.  He will revisit it in another quarter.  It has a long history of organic growth as well as growth by acquisition.


Price: $35.790
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-10-18 BUY Suncor Energy Inc
SU-T
Brian Madden

It is one of his preferred names in the oil patch.  Canada’s largest integrated oil producer.  They are at the end of a very capital intensive phase in their company.  Fort Hills is coming to fruition.  It has long life, high quality reserves that are past the peak of capital spending.  He expects that the company will be in capital return to shareholder mode in the year ahead.  There could be dividend increases and share buyback to do this.


Price: $42.080
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-18 COMMENT A T & T US
T-N
David Burrows

To understand this company, it is worthwhile to look at the whole sector. The ETF (IYZ-N) looks pretty sick. Wire line telecom is not an attractive business. When people are saying the yield is good, that really means the price is dropping. You don’t want to own things that act like bonds in a rising rate environment.


Price: $35.710
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-10-18 COMMENT Teck Resources Ltd. (B)
TECK.B-T
Brian Madden

Canada’s largest miner of base metals and bulk commodities like coal, zinc and copper.  It has lagged some of the more pure plays on base metals.  He would prefer LUN-T.  He is indifferent on this one.


Price: $27.610
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-10-18 PARTIAL SELL Spin Master Corp
TOY-T
Brian Madden

It has done quite well and is now one of the larger toy companies in the world.  They strike licensing deals with investors of toys.  There will be hits and misses each season.  It is an expensive stock.  Hold it but consider taking profits to avoid portfolio concentration.


Price: $51.350
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-10-18 PAST TOP PICK Texas Instruments
TXN-Q
David Burrows

(A Top Pick November 22/16. Up 28%.) Internet of things has been a theme. He is all about finding secular long-term themes that could go on for years, getting to the best companies, and staying in them as long as they work and the fundamentals are there.


Price: $93.430
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-10-18 BUY United Technologies
UTX-N
David Burrows

This is in the right sector. The group is going to continue to do well. This company has about 25%-26% of its revenue that comes from Pratt & Whitney. They have about 25% that comes from their space system. This fits into the aerospace sector.


Price: $119.180
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-10-18 BUY West Fraser Timber
WFT-T
David Burrows

(Market Call Minute.) He really likes the home building industry in the US, and the materials that go into home building.


Price: $75.010
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-10-17 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Acker, CA

Market. The current fair value for the S&P 500 is north of $3045, which is 19% higher than it is right now. The US market is substantially undervalued. He does his calculation every year by taking the estimated earnings, adding them to the balance sheet and grow it out a year. Next year is $3500. It’s no wonder the market is making new highs because, Fair Value is substantially higher than where the market is trading. Fair Value is his own algorithm. Since the financial crisis of 2007/2008, the market fell a lot more than people thought, in terms of fundamentals. It’s been 10 years and we are finally emerging out of financial repression. Interest rates are now starting to go up, which is a positive for equities.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-10-17 COMMENT A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

A junior lithium producer?There are lots of them and it is very difficult to single out just one. The juniors don’t seem to be getting going. There are no problems with the ones that started early. Lithium is very difficult. It is high cost if it’s from hard rock, but easier to run, which takes you to the Australians, so Galaxy (?) which you may be able to buy there, but is not sure, is an interesting one. There is a lithium ETF, Global X Lithium & Battery Technology (LIT-N).


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-10-17 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

Blockchain?The problem is, you can’t buy it in stock. Believes you can buy the coins, but doesn’t totally understand the process. This has certain merits, which appears to exceed Bitcoin, but it is still tiny compared with Bitcoin.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
Showing 121 to 180 of 169,559 entries
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