Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 9, 2013

Thinks it is fine. If you rate the N.A. companies, then go for GM-N who has outdone Ford. OEMs are running flat out right now. They are at a record high. A lot of younger buyers are now buying new cars. No problem with Ford specifically.

Ford Motor (F-N)
December 9, 2013

Thinks it is fine. If you rate the N.A. companies, then go for GM-N who has outdone Ford. OEMs are running flat out right now. They are at a record high. A lot of younger buyers are now buying new cars. No problem with Ford specifically.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$16.560
Owned
Unknown
HOLD
HOLD
December 9, 2013

He is somewhat bearish on Europe but it is working right now. The financials should do well but this one is a hold. Europe is healing but problems are still there. Generally the German banks did take a lot of the subprime stuff. You are better with US names if you want to play the recovery story.

Deutsche Bank AG (DB-N)
December 9, 2013

He is somewhat bearish on Europe but it is working right now. The financials should do well but this one is a hold. Europe is healing but problems are still there. Generally the German banks did take a lot of the subprime stuff. You are better with US names if you want to play the recovery story.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$46.750
Owned
Unknown
BUY
BUY
December 9, 2013

A long term play that will do very well. Been weak the last month. Thinks it is a core holding. They are long term projects. It is a patient play.

Suncor Energy Inc (SU-T)
December 9, 2013

A long term play that will do very well. Been weak the last month. Thinks it is a core holding. They are long term projects. It is a patient play.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$35.810
Owned
Yes
BUY
BUY
December 9, 2013

If you look at the growth it has been phenomenal. Tarred by being a serial equity issuer. If you look at the light oil focus, it is a must own stock.

If you look at the growth it has been phenomenal. Tarred by being a serial equity issuer. If you look at the light oil focus, it is a must own stock.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$40.280
Owned
Yes
WEAK BUY
WEAK BUY
December 9, 2013

A good company. All the parts manufacturers are doing well. A huge upside in demand underway. There is a shareholder lawsuit and that is the overhang. You could look at LNR-T.

Martinrea (MRE-T)
December 9, 2013

A good company. All the parts manufacturers are doing well. A huge upside in demand underway. There is a shareholder lawsuit and that is the overhang. You could look at LNR-T.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$8.720
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 9, 2013

(Top Pick Dec 10/12, Up 25.55%) WTI peak reflects some refining turn-around. Thinks it will drop next year.

(Top Pick Dec 10/12, Up 25.55%) WTI peak reflects some refining turn-around. Thinks it will drop next year.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$34.580
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 9, 2013

(Top Pick Dec 10/12, Down 4.73%) Thinks they have turned the corner. They have good quality projects underway.

Cenovus Energy (CVE-T)
December 9, 2013

(Top Pick Dec 10/12, Down 4.73%) Thinks they have turned the corner. They have good quality projects underway.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$31.400
Owned
Yes