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Torc Oil & Gas Ltd
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Canadian Energy Services & Technology
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Whiting Petroleum
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Crescent Point Energy Corp
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Cardinal Energy Ltd
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Signal Opinion Expert
COMMENT

A big international mining company.  You have to assume electric cars going forward are all they are hyped up to be.  You also have to assume S-T is going to be a major beneficiary.  There has been and continues to be stronger demand for base metals that they dig out of the ground all over the world, which provides diversification and they could also be subject to political risk.

integrated mines

A big international mining company.  You have to assume electric cars going forward are all they are hyped up to be.  You also have to assume S-T is going to be a major beneficiary.  There has been and continues to be stronger demand for base metals that they dig out of the ground all over the world, which provides diversification and they could also be subject to political risk.

integrated mines
Brendan Caldwel

President, Caldwell Securities...

Price Price
$1.470
Owned Owned
Unknown

WEAK BUY
Toronto Dominion(TD-T) 

November 13, 2017

They did extraordinarily well coming out of the financial crisis.  So much of their direct lending was leveraged to the energy space but now prices are up to $55 for energy so they will not see the large defaults people were afraid of.  His preference would be BNS-T.  TD-T is probably the best to play the US.  They took on a competitive US environment and did very well.  No one in the US thinks of it as a Canadian Bank.  You are betting on the strength of the US banking system doing well.  He prefers BNS-T because of the international exposure.

banks

They did extraordinarily well coming out of the financial crisis.  So much of their direct lending was leveraged to the energy space but now prices are up to $55 for energy so they will not see the large defaults people were afraid of.  His preference would be BNS-T.  TD-T is probably the best to play the US.  They took on a competitive US environment and did very well.  No one in the US thinks of it as a Canadian Bank.  You are betting on the strength of the US banking system doing well.  He prefers BNS-T because of the international exposure.

banks
Brendan Caldwel

President, Caldwell Securities...

Price Price
$72.810
Owned Owned
Unknown

COMMENT
Magna Int'l. (A)(MG-T) 

November 13, 2017

He does not follow it specially but has owned a number of related companies.  MG-T is probably Canada’s best known Auto parts supplier.  He thinks it will be as strong if interest rates stay as low as they have been.  They are highly leveraged to strength in the stock market. 

Automotive

He does not follow it specially but has owned a number of related companies.  MG-T is probably Canada’s best known Auto parts supplier.  He thinks it will be as strong if interest rates stay as low as they have been.  They are highly leveraged to strength in the stock market. 

Automotive
Brendan Caldwel

President, Caldwell Securities...

Price Price
$67.530
Owned Owned
No

COMMENT
CRH Medical Corp.(CRH-T) 

November 13, 2017

They are in the US mainly and partner with anesthesiologists, for gut surgeries.  There is a whole system in the US as to who can treat whom and what they will pay.  These guys have been hit because of lack of organic growth and the concern is whether the reduced amount the Medicaid is willing to pay will impact margins going forward.  He thinks it is overdone.

biotechnology/pharmaceutical

They are in the US mainly and partner with anesthesiologists, for gut surgeries.  There is a whole system in the US as to who can treat whom and what they will pay.  These guys have been hit because of lack of organic growth and the concern is whether the reduced amount the Medicaid is willing to pay will impact margins going forward.  He thinks it is overdone.

biotechnology/pharmaceutical
Brendan Caldwel

President, Caldwell Securities...

Price Price
$2.080
Owned Owned
Unknown

SELL
Celestica Inc(CLS-T) 

November 13, 2017

It one of Canada’s largest suppliers of electronic components and they took a hit, so he sold it in wake of the earnings call.  He did well on it but nothing lasts forever.  It will be a few quarters turning around.

electrical/electronic

It one of Canada’s largest suppliers of electronic components and they took a hit, so he sold it in wake of the earnings call.  He did well on it but nothing lasts forever.  It will be a few quarters turning around.

electrical/electronic
Brendan Caldwel

President, Caldwell Securities...

Price Price
$13.550
Owned Owned
No

WEAK BUY
Hudson Bay Co.(HBC-T) 

November 13, 2017

Retail has not done well.  Eaton’s used to be the largest retailer on the face of the earth.  Retail then was very different than the way it is done now.  You have to look at AMZN-Q.  He thinks, however, HBC-T will do relatively well this season.

department stores

Retail has not done well.  Eaton’s used to be the largest retailer on the face of the earth.  Retail then was very different than the way it is done now.  You have to look at AMZN-Q.  He thinks, however, HBC-T will do relatively well this season.

department stores
Brendan Caldwel

President, Caldwell Securities...

Price Price
$11.750
Owned Owned
No

WEAK BUY
AGT Food & Ingredients(AGT-T) 

November 13, 2017

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

agriculture

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

agriculture
Brendan Caldwel

President, Caldwell Securities...

Price Price
$18.475
Owned Owned
No

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