Opinions by David Cockfield | StockChase
2902
David Cockfield

Managing Director

ON STOCKCHASE SINCE Apr 2001

Northland Wealth Management

2902
David Cockfield

Managing Director

ON STOCKCHASE SINCE Apr 2001

Northland Wealth Management


Opinions by David Cockfield


Signal Opinion Expert Chart
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General Market Comment 

October 27, 2017

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.

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.

Unknown
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$0.020
Owned Owned
_N/A

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WAIT
Altagas Ltd(ALA-T) 

October 27, 2017

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

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 Man...

PricePrice
$28.960
Owned Owned
No

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COMMENT
BlackBerry(BB-T) 

October 27, 2017

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

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 Man...

PricePrice
$13.720
Owned Owned
No

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PAST TOP PICK
BCE Inc.(BCE-T) 

October 27, 2017

(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

(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 Man...

PricePrice
$59.550
Owned Owned
Yes

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WATCH
Bank of Nova Scotia(BNS-T) 

October 27, 2017

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

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 Man...

PricePrice
$82.860
Owned Owned
Yes

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WAIT

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

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 Man...

PricePrice
$104.220
Owned Owned
No

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COMMENT
Enbridge(ENB-T) 

October 27, 2017

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

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 Man...

PricePrice
$49.300
Owned Owned
No

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COMMENT
Fairfax Financial(FFH-T) 

October 27, 2017

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

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 Man...

PricePrice
$676.280
Owned Owned
No

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COMMENT
CGI Group (A)(GIB.A-T) 

October 27, 2017

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

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 Man...

PricePrice
$68.760
Owned Owned
No

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COMMENT
Manulife Financial(MFC-T) 

October 27, 2017

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

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 Man...

PricePrice
$25.950
Owned Owned
Unknown

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COMMENT
Pembina Pipeline Corp(PPL-T) 

October 27, 2017

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

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 Man...

PricePrice
$42.040
Owned Owned
Unknown

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COMMENT

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

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 Man...

PricePrice
$67.570
Owned Owned
Unknown

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WAIT
Shopify Inc.(SHOP-T) 

October 27, 2017

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.

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.

0
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$137.590
Owned Owned
No

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COMMENT

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

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 Man...

PricePrice
$58.490
Owned Owned
Yes

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COMMENT
Suncor Energy Inc(SU-T) 

October 27, 2017

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

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 Man...

PricePrice
$43.300
Owned Owned
Unknown

Must be logged in to use chart
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