Recent Opinions with Comments from our Viewers | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Opinions with Comments from our Viewers

Date Signal Company Expert Opinion Price
2017-10-17 COMMENT Pembina Pipeline Corp
PPL-T
Brian Acker, CA

Closed at $42.91, and he has a model price of $53.25, a 24% premium over the current price. If it got $39.51, it would be interesting. Remember that in the 1st part of 2016, the stock was basically down to about $27. It’s had a good recovery. Feels that a lot of interest sensitive stocks are meeting a lot of competition as interest rates move higher.


Price: $42.390
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-10-16 DON'T BUY Altagas Ltd
ALA-T
Keith Richards

When you have an unusually high dividend, it is sometimes an opportunity but more often it is a sign that the market is selling off the stock thinking there is worse times coming.  ALA-T is in a down trend.  Until lower lows and lower highs stop, it is in a downward trend.  The market may be forecasting a cut in the dividend.


Price: $28.430
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-10-13 PAST TOP PICK CSX Corp
CSX-Q
Darren Sissons

(A Top Pick Jan 27/17. Up 12%.) This is a Hunter Harrison story. He is turning the company around. The unions and clients were getting unhappy, and if he works his magic as he has done in the past, we should see continued upside from here. Still a Buy.


Price: $52.830
Subject: GLOBAL EQUITIES & TECHNOLOGY
Bias: UNKNOWN
Owned: Yes
2017-09-29 PAST TOP PICK Goldcorp Inc
G-T
Gavin Graham

(A Top Pick Oct 19/16. Down 19%.) This was a call on the gold sector generally. The new CEO has a 20/20/20 plan of increasing reserves by 20%, increasing production by 20% and cutting costs by 20%. He is getting there. He still likes this.


Price: $16.200
Subject: NORTH AMERICAN/GLOBAL - LARGE
Bias: UNKNOWN
Owned: Yes
2017-09-28 HOLD Diamcor Mining Inc.
DMI-X
Peter Imhof

South African mining.  It has been quite disappointing.  They had a hiccup in their production.  He still owns it.  They have been finding larger karats but have had a bit of a water issue.  You need to continue to hold it. 


Price: $0.590
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2017-09-28 COMMENT Hudson Bay Co.
HBC-T
Greg Newman

This one is hard. Missed on Q2 again, where they missed $.90. Margin compression was an issue again. There are headwinds for retail, especially for department stores. However Saks did beat their best comp in 2 years. HBC also had some pretty good comps. There are better trends in retail so far for Q3, and there is optimism for the 2nd half. This is a risky name. It is very hard to model, as they don’t have any clear earnings path. When stocks are really hard to model, often they are the best buy.


Price: $13.130
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-09-13 COMMENT Pure Industrial Real Estatetrust Trust
AAR.UN-T
Paul Gardner, CFA

He likes this company. Real estate has headwinds, but this company has a tailwind because it is industrial. Also, they are buying assets in the US which has extensive corridors with a population base where there would be some desired locations to own in the Midwest and in secondary cities. Yield is around 5%. They are pretty good at what they do. He would like to own this, but at the right price.


Price: $6.480
Subject: REITs, BONDS AND DIVIDEND STOCKS
Bias: UNKNOWN
Owned: No
2017-09-13 TOP PICK Altagas Ltd
ALA-T
Paul Gardner, CFA

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)


Price: $27.590
Subject: REITs, BONDS AND DIVIDEND STOCKS
Bias: UNKNOWN
Owned: Yes
2017-09-13 COMMENT Microsoft
MSFT-Q
Paul Gardner, CFA

Had a great run. When he bought it, it was on a free cash flow yield basis of about 12%. Now it sits with a 5%-6% free cash flow yield. Their Cloud-based business has exploded upwards. Office Suite 65 has done incredibly well. The only issue is valuation. It used to trade at 10X earnings, but now trades at 25X. If you take out the cash, it is more like 15X. Thinks there is more upside, but he is cautious. He is going to look at this in the next couple of weeks as to what he is going to do with reallocating.


Price: $75.210
Subject: REITs, BONDS AND DIVIDEND STOCKS
Bias: UNKNOWN
Owned: Yes
2017-08-30 TOP PICK JP Morgan Chase & Co
JPM-N
Mike S. Newton, CIM FCSI

He is a big fan of management and the business. Their latest quarter was excellent, for one main reason; every sector of the business is firing on all cylinders. Also, the board just approved the quarterly dividend being increased by $.56. They are basically going to return about $21 billion to shareholders over the next 12 months. Dividend yield of 2.2%. (Analysts’ price target is $96.)


Price: $91.310
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Yes
2017-08-30 BUY BMO Covered Call Cdn Banks ETF
ZWB-T
Mike S. Newton, CIM FCSI

This has gone from around $21 to $19 and the yield is about 5.1%. A good entry point.


Price: $18.080
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2017-08-24 PAST TOP PICK Pembina Pipeline Corp
PPL-T
Stan Wong

(Top Pick Jun 23/16,  Up 8.60%) The dividend will grow over the years.  It had an earnings miss, but the acquisition of VET-T will help them.  He continues to hold it.


Price: $39.980
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL on GLOBAL GROWTH
Owned: Yes
2017-08-24 WEAK BUY BMO Equal Weight US Banks Hedged to CAD ETF
ZUB-T
Stan Wong

ZUB-T vs. BAC-N.  ZUB-T is hedged back to CAD$ and is an equal weight mix of US banks.  With the economies strengthening around the world these banks can do well.  He feels ZUK-T would be okay without the hedging.


Price: $25.800
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL on GLOBAL GROWTH
Owned: Unknown
2017-08-23 DON'T BUY Inter Pipeline
IPL-T
Douglas Kee

He has lots of pipeline and mid-stream companies.  They all are challenged with where they get the next growth.  They are all buying other businesses.  If IPL-T’s acquisition works it will be a good business to be in. 


Price: $23.150
Subject: CANADIAN DIVIDEND
Bias: SELECTIVE
Owned: No
2017-08-22 BUY Shopify Inc.
SHOP-T
Peter Hodson

It is a very expensive name.  SHOP-T is in bed with AMZN-Q.  It is a story about technology facilitating online shopping.  They are growing very rapidly.  They have net cash, even though they are losing money.  If it were to crack then investors would sell this name first.  The business is very solid.  He likes it.


Price: $123.880
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Yes
2017-08-18 TOP PICK Arc Resources Ltd
ARX-T
Norman Levine

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up. 


Price: $15.790
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-08-17 TOP PICK Enbridge
ENB-T
Bruce Campbell (1)

It traded at a 5 year high yesterday.  They are raising the dividend 12% through 2020.  Yield and growth.  It has pulled back to a nice entry point.  (Analysts’ target: $62.00).


Price: $49.610
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2017-08-16 SELL Canexus Corp
CUS-T
David Burrows

This has had tremendous momentum in revenue growth and sales growth. Provides logistics software to large multinational companies to help them manage delivery of product to customers. In a company that has had high momentum, if you disappoint you get punished. It appears Samsung is not going to continue to pay for their product. If you own, use its recent strength as an exit.


Price: $1.640
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-08-04 PAST TOP PICK Exxon Mobil
XOM-N
Brian Acker, CA

(A Top Pick June 23/16. Down 9.46%.) He loves this one. It is cheap in terms of valuation. Looking back to 1994, it has never been this cheap. His model price is $75.77, 5% lower than the stock price. In terms of balance sheet valuation, he doesn’t think we have ever seen the stock this cheap. Dividend yield of almost 4%.


Price: $80.210
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: Yes
2017-08-01 COMMENT Apple
AAPL-Q
Alex Ruus

Just reported and looks like they had a pretty decent quarter. He would caution that on a very long-term perspective, leaders eventually always get toppled. This one probably has a more sustainable handset model than any of the previous leaders. Sales climbed like crazy for many years, but are basically flat lining now. They will be under margin pressure because they’ve filled the market with their high-priced phones, but the broader population in the emerging markets can’t afford an iPhone. He sees Android taking a bigger and bigger market share. He would be cautious.


Price: $150.050
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2017-08-01 DON'T BUY Shopify Inc.
SHOP-T
Alex Ruus

The market leader in what it does. They help small businesses get an online presence effectively. They’ll become profitable eventually. At these levels, you are factoring in 10-20 years of growth, and taking a lot of risk. The company has not made a penny of earnings yet. If it went down 50%-60% he would be interested, but not at these levels.


Price: $130.610
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2017-07-26 BUY Bank of Nova Scotia
BNS-T
David Cockfield

A stock that has a different approach than your typical Canadian stock in that they are in the Caribbean and in Central and South America. Economically, those areas are growing at a much faster pace than the Canadian and US economies.


Price: $77.470
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT CCL Industries (B)
CCL.B-T
Bruce Campbell (2)

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.


Price: $60.250
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 WAIT Canadian National R.R.
CNR-T
David Cockfield

Thought this was a little expensive for some time, and yet it kept moving up. It is definitely overpriced at present levels. Multiples are quite high. The dividend is nothing to write home about. He would sit on the sidelines and see what happens over the next while.


Price: $99.000
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-07-26 PAST TOP PICK Crescent Point Energy Corp
CPG-T
David Cockfield

(A Top Pick July 8/16. Down 49.62%.) The recovery in oil prices has been a lot slower than he had anticipated. The company is well-run. They can make money at present oil prices.


Price: $9.830
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-07-26 BUY Fortis Inc.
FTS-T
David Cockfield

A good utility. Feels interest rates are going to increase, but at a relatively slow rate. If you want a good, solid dividend paying stock, and a management that has been good in its takeovers, this one does a great job. They tend to increase dividends and revenues at a steady rate.


Price: $44.510
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-07-26 TOP PICK Inter Pipeline
IPL-T
David Cockfield

This is Calgary based and are into oil and natural gas liquids. They have storage. Dividend yield of 6.5%. This got sold down with the rest of the energy market. It is a good, base income producing stock and doesn’t have the political problems that the big national pipelines have. (Analysts’ price target is $30.)


Price: $24.850
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-07-24 BUY Purpose Premium Yield Fund
PYF-T
Don Vialoux

An excellent way of sitting on cash.  Between now and mid-October, we have volatile markets seasonally and this is a cash equivalent.


Price: $19.290
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2017-07-14 TOP PICK Fairfax India Holdings Corp
FIH.U-T
Michael Smedley

A closed-end fund, and it is India. It is the sort of magic touch of Prem Watsa. They buy big into very interesting growth companies in an amazing growth country. (Analysts’ price target is $19.25.)


Price: $17.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-14 COMMENT Flyht Aerospace Solutions
FLY-X
Robert McWhirter

Recently announced they are going to consolidate the stock, which typically means they are optimistic about the future. This revolves around 2 things. They have black box flight recorders operated through a satellite system as to where the plane is, so it is always on and always available. There is a new 2020 change in legislation that basically says that if there is an airplane in distress,  you have to know where that airplane is and be able to receive a signal at least once a minute. This is the only company globally that has the capability to do that. Their device is installed in about half of the Airbus A320 planes. They have an installed base of 1000 units in those planes, and are going back to the owners of those planes, explaining they can get huge benefits from efficiencies of reduced fuel consumption, maintenance, etc. The boxes are in about a 3rd of the Chinese fleet, which has a mandate that by 2017 they have to know where a plane is. Theoretically this has the potential to double the size of their active base by signing one of these Chinese companies in the next couple of years. There should be progress by the end of this year.


Price: $0.250
Subject: CANADIAN DIVIDEND & GROWTH
Bias: BULLISH on ENERGY
Owned: Unknown
2017-07-13 HOLD Hudson Bay Co.
HBC-T
Jerome Hass

The real estate play on this has caught people’s attention.  A lot of the stores could not really afford to pay.  They have to wait to pay out until they are more profitable. 


Price: $11.110
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: Bullish on Canadian Equities
Owned: Unknown
2017-06-30 BUY iShares Global Infrastructure E.T.F.
CIF-T
John Hood

BMO Global Infrastructure Index CAD (ZGI-T) or iShares Global Infrastructure IDX (CIF-T)? You could look at either one of these. There are some differences, but you could maybe split the amount you are using and Buy both.


Price: $24.820
Subject: OPTION STRATEGIES & E.T.F.S
Bias: UNKNOWN
Owned: Unknown
2017-06-30 COMMENT Hudson Bay Co.
HBC-T
Hap (Robert) Sneddon FCSI

$9-$8 is acting as a base. You want to see it break above the range it has been trading in, around $12.95. This is going to run into resistance at about $12.77. The 200-day moving average is coming down as well. If it got above $13, you might want to get rid of half of it and hope the real estate holdings unlocks some higher value.


Price: $11.570
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: BULLISH
Owned: Unknown
2017-06-28 BUY Telus Corp
T-T
Jason Mann

Telcos are pretty reasonably valued. This one scores in the top 20%. A very stable stock with good price momentum. It is reasonable at 17X earnings with a 4.4% dividend yield.


Price: $45.350
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2017-06-22 BUY Bewhere Holdings Inc
BEW-X
Bruce Campbell (2)

They have an interesting technology.  It is Bluetooth.  It is low power.  They signed a deal with Bell to resell their devices which link to a cell tower and keep track of almost anything.  They are about to announce a contract with a company that is rumored to be Brinks, to track everything they handle.  He thinks it will be cash flow positive this year.


Price: $0.330
Subject: CANADIAN & CANNABIS STOCKS
Bias: BULLISH
Owned: Yes
2017-06-22 TOP PICK Blackstone Group LP
BX-N
Paul Harris, CFA

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)


Price: $33.060
Subject: NORTH AMERICAN/GLOBAL
Bias: OPTIMISTIC
Owned: Yes
2017-06-21 PAST TOP PICK Liquor Stores N. A.
LIQ-T
Andy Nasr

(A Top Pick March 30/16. Up 38%.) This benefited from the recovery last year in oil prices. He is less interested now because there are some operational issues they are working through.


Price: $10.000
Subject: REITS, GLOBAL & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2017-06-19 PAST TOP PICK Richards Packaging Income Fund
RPI.UN-T
Veeral Khatri

(Top Pick Feb 28/17, Up 25%) It is still not overvalued.  They generate a lot of cash flow and you get a 4.5% dividend which represents about a 50% payout.  They have a huge runway to make acquisitions in North America.  It is still one of his favourite names.


Price: $30.000
Subject: NORTH AMERICAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2017-06-09 PAST TOP PICK Hudson Bay Co.
HBC-T
Rick Stuchberry

(A Top Pick Jan 6/16. Down 48%.) They had a great platform to launch forward in retail. What he didn’t see was the effect that Amazon (AMZ-N) was going to have on the entire business. There is $20-$24 embedded in real estate in the company. He sold his holdings.


Price: $8.610
Subject: CANADIAN LARGE & iNTERNATIONAL ADR's
Bias: UNKNOWN
Owned: No
2017-06-08 COMMENT A Comment -- General Comments From an Expert
A Commentary
John DeGoey

In a portfolio between bonds, Index ETF’s and dividends, which should go into TFSA, RRSP and non-registered accounts? It would be better to put your bonds in your taxable account and avoid the 50% capital gain on something that actually goes up by putting your stocks into your RRSP and TFSA.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-07 TOP PICK Suncor Energy Inc
SU-T
Kash Pashootan

If you want exposure to energy, but don’t want to lose your shirt if oil prices go down, this is the way to do it. Year-to-date oil is down about 10%, and this one is down about 5%. A good way to participate. It is integrated. They are exploring, refining and selling it at the pumps. A conservative way to play energy. Dividend yield of 3%. (Analysts’ price target is $50.)


Price: $41.140
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Yes
2017-06-01 TOP PICK BTB Real Estate Investment Trust
BTB.UN-T
Paul Gardner, CFA

A small, mid-cap REIT that he has owned for quite a long time. It has given him an 8%-9% distribution. This has not moved for 3-4 years. They basically buy assets in Eastern Ontario and Québec. Have had vacancy issues and are repositioning their portfolio by selling down a lot of retail properties and focusing on industrials. Dividend yield of 9.1%. (Analysts’ price target is $4.65.)


Price: $4.570
Subject: REITS/INCOME TRUSTS/HIGH YIELD BONDS
Bias: BULLISH
Owned: Yes
2017-05-29 DON'T BUY Brookfield Renewable Energy
BEP.UN-T
Adam Thomas

We are never going back to coal.  Everyone has moved off it, despite what Mr. Trump happens to say about it.  If it gets back down to the $39 area he might be tempted to play it, however.


Price: $42.710
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: BEAR
Owned: Unknown
2017-05-25 COMMENT CCL Industries (B)
CCL.B-T
Douglas Kee

A dividend grower, but it doesn’t grow very quickly because the family that owns the A shares doesn’t really need the income. The stock has done very well.


Price: $309.450
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT Real Matters Inc.
REAL-T
Peter Imhof

This does mortgage appraisal, with 90% of revenues coming from the US. They’ve done a great job in terms of signing up a lot of the larger US banks. They just went public this month. He really likes the story. If you have a long-term perspective, he thinks the company is going to do extremely well. You just have to be patient in terms of them getting market share.


Price: $12.850
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-24 SELL Bombardier Inc (B)
BBD.B-T
Brian Madden

Something he would never have touched in the 1st place. It is weak competitively. They’ve not had a fresh order for their C series aircraft in over a year. Very highly leverage with about $10 billion of debt on the balance sheet, and only about $1 billion of EBITDA to support that. $2 is a pretty important support level. If that holds, it might be okay, but if it cracks it doesn’t look like there is much support all the way down to $1.60.


Price: $2.160
Subject: CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias: UNKNOWN
Owned: No
2017-05-23 TOP PICK Kinaxis Inc
KXS-T
David Burrows

This fits into software as a service or Cloud-based software. They have software they sell to large corporations to help them manage supplying to their customers. 80% of revenue is recurring. 65% of the revenue is subscription based. This company will probably be bought by a large enterprise software company. (Analysts price target is $100.)


Price: $88.290
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-05-17 COMMENT Algonquin Power & Utilities Corp
AQN-T
David Baskin

A lot of people were looking for yield names, and a lot of names became too popular. This one came on the radar screen, and a lot of people bought it. The performance has been good. Most analysts feel that the distribution will continue to rise. If it’s an overweight in your portfolio, take some money off the table. 4.7% dividend yield.


Price: $13.450
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-05-17 WAIT Royal Bank
RY-T
David Baskin

He expects the earnings, coming out next week, are going to be pretty good. The notion that they are taking losses on mortgages is ridiculous. He sees no evidence at all that Canadian banks have lost money on real estate. This bank has been making money in private wealth management, and have probably done okay in trading. He would always wait until after earnings before making an initial purchase.


Price: $91.450
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-05-12 COMMENT Westshore Terminals Inc.
WTE-T
Rick Rule

Thinks of this as extremely steady. The business will improve for the next couple of years. It is basically shipping coal from Alberta/British Columbia to China. The coal business is picking up again. You don’t own this for capital gains, you own it for the highly, highly certain dividend. It will do well for the next couple of years.


Price: $20.670
Subject: RESOURCE
Bias: UNKNOWN
Owned: No
2017-05-08 TOP PICK Home Capital Group
HCG-T
Ross Healy

It is for speculative money.  It is not a stupid speculation however.  It is at about 20% of its book value.  What is wrong with the company is a loss of confidence, not quality of assets.  The news of bad mortgages are from about two years ago.  Those mortgages are now so far out of water due to real estate appreciation.  Hedged fund managers have been hammering on Canadian banks and our real estate market.  (Analysts’ target: $14.00).


Price: $6.830
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2017-05-03 COMMENT A Comment -- General Comments From an Expert
A Commentary
Keith Richards

US banks. He just took profits today. The sector has been underperforming for the past quarter or so, which is unusual for this time of the year. Seasonally, they should be on fire.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: No
2017-05-03 TOP PICK iShares MSCI Brazil ETF
EWZ-N
Keith Richards

The chart shows a long downtrend from 2014, followed by a base and then an uptrend. It is now pulling back slightly and testing the trend line, and thinks it will go up for a little bit. This is going to be a trade.


Price: $37.880
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2017-05-03 COMMENT Gluskin Sheff and Associates
GS-T
Kash Pashootan

Possible takeover by one of the banks? It is tough for a bank to buy this, because the culture is much more entrepreneurial than what the banks have. Also, they focus on the high net worth investor, and the banks average client size would be significantly smaller. This has not gotten back to anywhere near the $30 share price that it had in the 2014 era. Dividend yield of 5.8%.


Price: $17.110
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Unknown
2017-05-03 TOP PICK New Flyer Industries Inc.
NFI-T
Kash Pashootan

Transit and motor Coach manufacturing. Although it trades on the TSE, it is very much US focused with 90% of their sales come from the US. The stronger US$ helps on the earnings side of things. Dividend yield of 1.8%. (Analysts’ price target is $57.50.)


Price: $51.460
Subject: NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias: UNKNOWN
Owned: Yes
2017-05-03 PAST TOP PICK BMO Junior Oil Index ETF
ZJO-T
Keith Richards

(A top pick April 3/17. Down 7%.) This was a crummy trade. Thinks it might have a bit of an oversold bounce. He is talking 1-3 weeks and is going to get out.


Price: $14.270
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2017-05-02 PAST TOP PICK Exchange Income
EIF-T
Daniel Lloyd

(A Top Pick March 14/17. Up 9%.) *Short* A small manufacturer and aviation company. The aviation side of the business is far more important to them. They operate several regional airlines that service northern Canada, as well as the east coast. They also have an aircraft leasing business, Regional1 in the US. His issue is very much around their allocation of capital and that they spend their cash flow in a very dramatic way. CapX is greater than their operational cash flow, plus they have debt, plus they pay a dividend. Not a sustainable way to run a business.


Price: $35.060
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2017-05-02 COMMENT ZCL Composites Inc.
ZCL-T
Daniel Lloyd

The largest North American manufacturer of fiberglass underground fuel tanks for gas stations. A huge free cash flow generator. They just paid another special dividend after reporting Q4 numbers, as well as raising their common dividend again. They effectively generate more cash than they really know what to do with. A fantastic name to own for an income oriented investor.


Price: $14.640
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2017-04-26 COMMENT Alaris Royalty
AD-T
Robert McWhirter

Ranks in the top 5% of his database. Free cash flow yield is about 2.8%. The overall payment of 4th quarter trailing cash flow is around 72%. Historically, if it is more than 100% of cash flow, it is not sustainable. The outlook for earnings is slightly down for 2017, and a glacial rebound for 2018 at 7%. The dividend looks to be sustainable. Dividend yield of 7.3%.


Price: $21.880
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: Unknown
2017-04-26 COMMENT Home Capital Group
HCG-T
Robert McWhirter

Part of the problem on this is a lack of confidence, in spite of the fact that depositors are covered by the Canadian government up to $100,000.


Price: $5.990
Subject: CANADIAN DIVIDEND & GROWTH
Bias: OPTIMISTIC
Owned: No
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