Opinions by David Cockfield | StockChase
2902
David Cockfield

Managing Director

ON STOCKCHASE SINCE Apr 2001

Northland Wealth Management


Opinions by David Cockfield


Signal Opinion Expert Chart

2017-10-27

N/A
A Comment -- General Comments From an Expert 

Market.The TSX got back to where we were in February. If it breaks out from here, it could show some Run. We have enough underlying factors, particularly if oils start to react. A lot of the oil stocks are trading well under their BV, and he could see oil at $60. Banks are doing OK. We could hit some good territory.

David Cockfield

Managing Director, Northland Wealth Management

Price: $0.020
Owned: _N/A

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2017-10-27

WAIT
Altagas Ltd (ALA-T)

In the process of completing a huge merger with a Washington DC company. To him, it is a very strange marriage. He wants to see what comes out of that before getting into it. 7.6% dividend yield.

oil/gas
David Cockfield

Managing Director, Northland Wealth Management

Price: $28.960
Owned: No

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2017-10-27

COMMENT
BlackBerry (BB-T)

John Chen has done a great job of keeping the company alive. They’ve totally shifted away from mobile phones and into software. It is still one of the most secure phones you can use. Thinks they will survive, but whether they will prosper or not is another question. Needs another couple of good quarters, where the revenue from the software side really starts to show.

electrical/electronic
David Cockfield

Managing Director, Northland Wealth Management

Price: $13.720
Owned: No

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2017-10-27

PAST TOP PICK
BCE Inc. (BCE-T)

(A Top Pick Dec 2/16. Up 9%.) He still likes this. Pays an excellent dividend and has a good record of increasing it. Management has shown itself of being quite capable of getting into other areas such as sports, etc.

telephone utilities
David Cockfield

Managing Director, Northland Wealth Management

Price: $59.550
Owned: Yes

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2017-10-27

WATCH
Bank of Nova Scotia (BNS-T)

Likes their exposure in the Caribbean, Mexico and South America. He has some concerns because of the Mexican situation, and sees NAFTA not being approved with a Mexican participation. Wouldn’t be a buyer at this time.

banks
David Cockfield

Managing Director, Northland Wealth Management

Price: $82.860
Owned: Yes

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2017-10-27

WAIT
Canadian National R.R. (CNR-T)

There was disappointment with their recent earnings and it has been sort of going sideways. He would give it a little time. Their recent earnings report wasn’t that super.

Transportation
David Cockfield

Managing Director, Northland Wealth Management

Price: $104.220
Owned: No

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2017-10-27

COMMENT
Enbridge (ENB-T)

A utility and a well run company. There is no particular reason to be super negative on this. There will be dividend increases in the future, and has enough expansion going on that you needn’t be concerned. Dividend yield of 5%.

oil/gas pipelines
David Cockfield

Managing Director, Northland Wealth Management

Price: $49.300
Owned: No

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2017-10-27

COMMENT
Fairfax Financial (FFH-T)

He admires management very much. It is interesting that they are getting a reasonable toe-hold in India. They seem to have a good knowledge of that area. They were negative on equity markets for some time, but Prem Watsa has finally come around that this market is going to run a little further. Hopes they get a little more aggressive. Expects you will see better results over the next 12 months.

insurance
David Cockfield

Managing Director, Northland Wealth Management

Price: $676.280
Owned: No

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2017-10-27

COMMENT
CGI Group (A) (GIB.A-T)

An interesting company that offers solutions to people with problems in the computer area. This is a growth stock. The PE is reasonable. If you want a growth stock, it’s not a bad stock to own. It’s not just in Canada and the US, but also in Europe.

consulting
David Cockfield

Managing Director, Northland Wealth Management

Price: $68.760
Owned: No

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2017-10-27

COMMENT
Manulife Financial (MFC-T)

Had a pretty nice run some months ago. His concern is that there is too much emphasis on building their far east, particularly their China business. Financial institutions going into China are subject to a situation where their business could disappear overnight if the Chinese government decided to step in. He would rather go with Sun Life (SLF-T).

insurance
David Cockfield

Managing Director, Northland Wealth Management

Price: $25.950
Owned: Unknown

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2017-10-27

COMMENT
Pembina Pipeline Corp (PPL-T)

One of the local companies in Alberts that gathers oil from the bigger guys. He likes this as well as Inter Pipeline (IPL-T). A utility that’s in a non-political situation in Alberta, and they don’t have to worry about building a pipeline. Good dividend. Has some growth potential.

pipelines
David Cockfield

Managing Director, Northland Wealth Management

Price: $42.040
Owned: Unknown

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2017-10-27

COMMENT
Rogers Communcations (B) (RCI.B-T)

A well run company. The areas they are operating in are growing. He can’t see anything that is really going to impede the stock on a growth basis. Not a bad stock to own.

Cable
David Cockfield

Managing Director, Northland Wealth Management

Price: $67.570
Owned: Unknown

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2017-10-27

WAIT
Shopify Inc. (SHOP-T)

Sold his positions some weeks ago. It’s a little early yet to step back in. He doesn’t like being in a situation where there is an activist creating waves. Loves the company and loves the concept, but it is a situation where there are no earnings yet. Wait a little.

David Cockfield

Managing Director, Northland Wealth Management

Price: $137.590
Owned: No

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2017-10-27

COMMENT
SNC-Lavalin Group Inc. (SNC-T)

Somewhat volatile. Has great potential. Thinks they are through the problems they had through the bribery situations. In the right place at the right time. There is going to be a lot of infrastructure construction going on. The #407 remains a great asset. Relatively inexpensive.

contractors
David Cockfield

Managing Director, Northland Wealth Management

Price: $58.490
Owned: Yes

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2017-10-27

COMMENT
Suncor Energy Inc (SU-T)

Just released fantastic results. This has performed well amongst the energy patch. An integrated company, and has done very well on the refinery side. A good long-term hold. With higher oil prices you could get some capital gain.

integrated oils
David Cockfield

Managing Director, Northland Wealth Management

Price: $43.300
Owned: Unknown

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