Latest Stock Buy or Sell? Make More Informed Decisions!
Today, David Cockfield and Michael Smedley commented about whether NDM.TO, GBT.TO, DGI.TO, TRE.TO, SU.TO, S.TO, SC.TO, LIM.TO, IFC.TO, ECA.TO, DOL.TO, DGC.TO, CGY.TO, CIX.TO, VRX.TO, BTE.TO, WCN.TO, BCE.TO, AGF.B.TO, X.TO, VT.TO, FTS.TO, SMF.TO, BWR.TO, HSE.TO, ARX.TO, CPG.TO, NAE.TO, OBE.TO, BBD.B.TO, BPO.TO, TD.TO, CVE.TO, G.TO are stocks to buy or sell.
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BUY
Believes anywhere up to 10% in gold in a portfolio. This one has come off quite nicely and you could add at this time.
David CockfieldOwned
precious metals
HOLD
Has 20% or more of energy stocks but a chunk of that is oil income trusts. 7%-9% of regular energy stocks. Waiting to see how things work out with the Petrocan merger. Also a little less positive on the tar sands side of the business.
David CockfieldOwned
integrated oils
COMMENT
One of the better producers per barrel in the oil sands. Not a bad one if you like heavy oil. He is not a fan of heavy oil.
David CockfieldOwned
oilgas
HOLD
One of his favourite banks. Recently took some profits because of his bank weightings and concerns about the US holdings.
David CockfieldOwned
banks
COMMENT
Takeover target? Dual class shares so doesn't see a takeover. Has recently been looking at this. Owns the preferreds. If he saw the airline side starting to perk up, he would be more interested.
David CockfieldOwned
transportation equip & components
HOLD
Had been a huge disappointment as it had come down significantly from its highs. Have recently added to his position. Have fantastic landholdings. Has a number of “heritage” landholdings which can be subject to improve recovery techniques.
David CockfieldOwned
oilgas
TOP PICK
Very well managed. Great arrangements with Manulife (MFC-T), which allows them to get into larger deals. Have a lot of “heritage” fields that will be able to use improved recovery techniques. New good drilling going on.
David CockfieldOwned
oilgas
TOP PICK
Very well managed. Into the Bakken fields, an area that is really opening up because of the new technology, multiple frac and good quality oil.
David CockfieldOwned
oilgas
TOP PICK
BMG Bullion Fund. Open ended mutual fund. Unique in that it is not only gold but is gold, silver and platinum, one-third each.
David CockfieldOwned
PAST TOP PICK
PAST TOP PICK
PAST TOP PICK
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