MI.UN-T 0.33 DRVN-Q 0 SWIM-Q 0 TOL-N -0.07 NOG-N -0.26 CPA-N -0.03 PBH-T 1.49
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Mark Wisniewski and George Young commented about whether TD-T, BCE-T, GWO-T, SJR.B-T, TRI-T, BEP.UN-T, FFH-T, MFC-T are stocks to buy or sell.

  • Next Page
BUY

A Comment -- General Comments From an Expert(A Commentary)

Oct 13, 2010
NAV Canada Bonds. Basically an infrastructure play. Very good structure. Fairly low yield but very dependable and a good bond. AA
Mark WisniewskiMark Wisniewski
Unknown
Unlock Rating
HOLD

A Comment -- General Comments From an Expert(A Commentary)

Oct 13, 2010
5- Year Quebec Hydro strip bond. Hasn't benefited from the real interest rate move that has happened in the 30-year or 10-year. Over time, it should do fine.
Mark WisniewskiMark Wisniewski
No
Unlock Rating
TOP PICK

Manulife Financial(MFC-T)

Oct 13, 2010
4.079% bond due Aug 20/15. Raised a lot of capital and too big to fail. Come under a lot of pressure because of their MCCSR ratios and market has punished them. Very sensitive to interest-rate and equity market moves. If nothing happens economically, you get paid your coupon and get your money back.
Mark WisniewskiMark Wisniewski
Owned
Unlock Rating
$12.450

Stock price when the opinion was issued

insurance
TOP PICK

Fairfax Financial(FFH-T)

Oct 13, 2010
7.5% bond due Aug 19/19. One of the largest P & C operators in Canada with the significant presence in the US. $1 billion in net debt and $5.5 billion in receipts (?).
Mark WisniewskiMark Wisniewski
Owned
Unlock Rating
$415.100

Stock price when the opinion was issued

insurance
TOP PICK

Brookfield Renewable Partners(BEP.UN-T)

Oct 13, 2010
6.132% bond due Nov 30/16. Have one of the biggest energy assets. Pre-sell 70% of what they produce. Well run. BBB security, which is in investment grade.
Mark WisniewskiMark Wisniewski
Owned
Unlock Rating
$22.230

Stock price when the opinion was issued

Utilities
PAST TOP PICK

Thomson Reuters Corp(TRI-T)

Oct 13, 2010
(A Top Pick Aug 12/09. Up 11.85%.) Still a buy.
Mark WisniewskiMark Wisniewski
Owned
Unlock Rating
$38.730

Stock price when the opinion was issued

publishing printing
PAST TOP PICK

Shaw Communication (B)(SJR.B-T)

Oct 13, 2010
(A Top Pick Aug 12/09. Up 10.46%.) Still a buy.
Mark WisniewskiMark Wisniewski
Owned
Unlock Rating
$22.420

Stock price when the opinion was issued

Cable
PAST TOP PICK

Great West Lifeco(GWO-T)

Oct 13, 2010
(A Top Pick Aug 12/09. Up 8.86%.) Still a buy.
Mark WisniewskiMark Wisniewski
Owned
Unlock Rating
$25.340

Stock price when the opinion was issued

insurance
DON'T BUY

A Comment -- General Comments From an Expert(A Commentary)

Oct 13, 2010
Real Return Bonds. Real yields are in a bubble so these are not attractive right now. There are better assets for an inflation-adjusted return.
George YoungGeorge Young
Unknown
Unlock Rating
SELL

BCE Inc.(BCE-T)

Oct 13, 2010
2024 10% strip bonds. Given that interest rates have come down significantly, there has been a massive capital appreciation in this. Expect interest rates have put in a bottom here, particularly in the longer end, so consider taking profits.
George YoungGeorge Young
No
Unlock Rating
$33.900

Stock price when the opinion was issued

telephone utilities
COMMENT

Toronto Dominion(TD-T)

Oct 13, 2010
TD Capital Trust II Bonds callable 2012, due 2052 with a 6.792% coupon. Fairly confident these will be called Dec 31/12. When this was initiated, it was always intended to be a 10-year deal.
George YoungGeorge Young
No
Unlock Rating
$74.930

Stock price when the opinion was issued

banks
SELL

A Comment -- General Comments From an Expert(A Commentary)

Oct 13, 2010
30-Year Canada bond yielding 5%. Because of its duration, it will have a lot of exposure to interest rate moves i.e., a lot of risk. Expects interest rates have put in a bottom and inflation expectations picking up in the short-term.
George YoungGeorge Young
Unknown
Unlock Rating
TOP PICK

Baytex Energy Corp(BTE-T)

Oct 13, 2010
Heavy oil producer, but conventional heavy oil. Mainly in the Seal area. Outstanding record in the recoveries. New technologies are really going to mean heavy recoveries. Yielding about 6% and he expects them to hold this.
David CockfieldDavid Cockfield
Owned
Unlock Rating
$38.400

Stock price when the opinion was issued

oil gas
TOP PICK

Crescent Point Energy Corp(CPG-T)

Oct 13, 2010
(A Top Pick Oct 30/09. Up 6.9%.) Only drawback is that they issue shares and dilute themselves. Good operators and good technology. Dominate the Bakkens in Saskatchewan. Very oily.
David CockfieldDavid Cockfield
Owned
Unlock Rating
$39.990

Stock price when the opinion was issued

oil gas
TOP PICK

Power Corp(POW-T)

Oct 13, 2010
Suffered from the fall of grace of Manulife (MFC-T), which pulled Sun Life (SLF-T) down. Have some good holdings. Has real asset and growth value.
David CockfieldDavid Cockfield
Owned
Unlock Rating
$27.100

Stock price when the opinion was issued

mngmnt diversified

Build your watch list

Sign in to track investments
you care about

Latest Buy Signals

MGA-N -0.17$41.45
AJG-N 2.78$320.88
MCB-T 0.07$4.42
MHC.U-… -0.05$18.25
CAR.UN… 0.53$45

Today's Top Picks

MI.UN-… 0.33$14.63
DRVN-Q 0$18.07
SWIM-Q 0$7.03
TOL-N -0.07$117.72
NOG-N -0.26$29.54

Popular Articles

Latest Sell Signals

AX.UN-… 0.19$7.77
SRU.UN… 0.36$25.9
CRR.UN… 0.12$15.04
AP.UN-… 0.66$17.97
CPX-T -0.19$54.45

Most Recent Experts

Stockchase Insights

Stockchase Insights

5i Research

John Ewing

John Ewing

Ewing Morris Investment Partners

The Panic-Proof Portfolio (Stockchase Research)

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Rebecca Teltscher

Rebecca Teltscher

Newhaven Asset Management

Rick Rule

Rick Rule

Rule Investment Media

disclaimer

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: hello@stockchase.com.

About usHow to useContact Us
More...
AdvertisingIn the newsPrivacy PolicyTerms of service
FacebookX
© Stockchase Inc. by Wealthica