Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 22, 2015

The world demand for nickel of this type has gotten really subdued. The key is how good their margins are going to be in Madagascar. He considers it interesting, but is not comfortable with the risk.

The world demand for nickel of this type has gotten really subdued. The key is how good their margins are going to be in Madagascar. He considers it interesting, but is not comfortable with the risk.

David Cockfield
Managing Director, Northland Wealth Management
Price
$2.200
Owned
Unknown
HOLD
HOLD
January 22, 2015

The dividend was cut recently. He likes the stock. It has long term value and is a long term hold. As soon as we see improvement in the price of oil the dividend should be re-instated.

Freehold Royalties (FRU-T)
January 22, 2015

The dividend was cut recently. He likes the stock. It has long term value and is a long term hold. As soon as we see improvement in the price of oil the dividend should be re-instated.

David Cockfield
Managing Director, Northland Wealth Management
Price
$16.930
Owned
Yes
BUY
BUY
January 22, 2015

He has significant holdings in the pipeline sector. Sees continuing growth there. There is enough demand for transportation. It is not going to be affected by oil prices intermediate term. One of the better managed pipelines. The dividend looks safe and he expects increases in the future.

Enbridge (ENB-T)
January 22, 2015

He has significant holdings in the pipeline sector. Sees continuing growth there. There is enough demand for transportation. It is not going to be affected by oil prices intermediate term. One of the better managed pipelines. The dividend looks safe and he expects increases in the future.

David Cockfield
Managing Director, Northland Wealth Management
Price
$61.400
Owned
Yes
HOLD
HOLD
January 22, 2015

This one is a hold. The cut in the dividend was a wise move. They are moving from a broad based oil company into the oil sands. They have good properties. It has a reasonable long term prospect. It is not going to be a super grower, however. Their production looks like it will be stable for the next year. He would not be buying right here.

Pengrowth Energy (PGF-T)
January 22, 2015

This one is a hold. The cut in the dividend was a wise move. They are moving from a broad based oil company into the oil sands. They have good properties. It has a reasonable long term prospect. It is not going to be a super grower, however. Their production looks like it will be stable for the next year. He would not be buying right here.

David Cockfield
Managing Director, Northland Wealth Management
Price
$3.280
Owned
Yes
DON'T BUY
DON'T BUY
January 22, 2015

We are seeing a pullback in the housing sector which indicates less new telephones being installed. Feels there is an increased risk in this one. He has T-T as his main choice in this area. He would be cautious about SJR.B-T.

We are seeing a pullback in the housing sector which indicates less new telephones being installed. Feels there is an increased risk in this one. He has T-T as his main choice in this area. He would be cautious about SJR.B-T.

David Cockfield
Managing Director, Northland Wealth Management
Price
$29.800
Owned
Unknown
SELL
SELL
January 22, 2015

He got out about 6 months ago. Management kept missing their objectives. There were questions about leases reverting back to the Columbian government. He feels the risks are still there. Take your losses and move on.

He got out about 6 months ago. Management kept missing their objectives. There were questions about leases reverting back to the Columbian government. He feels the risks are still there. Take your losses and move on.

David Cockfield
Managing Director, Northland Wealth Management
Price
$3.750
Owned
No
WEAK BUY
WEAK BUY
January 22, 2015

This one has done quite well. It is a competitive player in their sector. They are a little faster on their feet. They are almost an economy stock. They are a little riskier than other financials so they should not take up a major position.

CGI Group (A) (GIB.A-T)
January 22, 2015

This one has done quite well. It is a competitive player in their sector. They are a little faster on their feet. They are almost an economy stock. They are a little riskier than other financials so they should not take up a major position.

David Cockfield
Managing Director, Northland Wealth Management
Price
$48.000
Owned
Unknown