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Opinions Table


Signal Opinion Expert

2017-10-30

DON'T BUY
High Liner Foods (HLF-T)

Long-term, it has a nice trend. There is quite a nice base in 2000-2011, and then we had a big break out in 2011. The fact that it has come back down so much, to him it would be too much of a volatile stock. The risk/reward is reasonable right here. If it broke much below $14, it is going to hit $10 pretty fast. The kind of name he would want to avoid for the next 6 months.

Consumer Products
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $14.380
Owned: No

2017-10-30

DON'T BUY
HBP NYMEX Nat'l Gas Bull+ (HNU-T)

A double leverage natural gas ETF.  He would not hold for the long term.  Go for HNY-T as you lose 3-5% per month based on losses in the nature of the futures contracts in the leveraged ETF.  He also likes the Junior Natural Gas ETF ZJN-T for longer term.

E.T.F.'s
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $4.980
Owned: Unknown

2017-10-30

DON'T BUY
HSBC Holdings P L C (HSBC-N)

HSBC-Q vs. AMTD-Q.  The TD business is a better long term holding than HSBC.  They have been benefiting from the globalization of China but have not been investing long term in their regional offices.  TD has a growth opportunity with independent advisors.  It is a better long term risk reward.

banks
Danesh Rohinton

Portfolio manager, Cambridge Global Asset Management

Price: $48.740
Owned: Unknown

2017-10-30

BUY on WEAKNESS
JP Morgan Chase & Co (JPM-N)

It is an excellent vertically integrated financial services company: capital markets, retail banking and wealth management well.  The valuation is on the higher end today but is a good long term hold.  He would be more interested at 10 times earnings.

Financial Services
Danesh Rohinton

Portfolio manager, Cambridge Global Asset Management

Price: $101.410
Owned: Unknown

2017-10-30

BUY
Kinaxis Inc (KXS-T)

He likes it a lot.  They are disrupting the supply chain industry.  They are well managed and there is a lot of insider ownership.  He does not think the current issue with a customer will impact the company.

Jordan McNamee

Portfolio Manager, Cambridge Global Asset Management

Price: $66.220
Owned: Unknown

2017-10-30

WATCH
Global X Lithium E.T.F. (LIT-N)

There is froth in the sector and he would wait for a 20% minimum pullback before nibbling at these companies.  We should get a correction and you should buy the correction.

E.T.F.'s
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $38.960
Owned: Unknown

2017-10-30

WATCH
Manulife Financial (MFC-T)

A great long term compounder but short term it is outperforming in Asia-pacific.  That is caused by a desire for nationals to get money out of the country so he is suspicious of the growth going forward.  It is It is a long term opportunity but he is not bullish short term.  It is doing a great job in Canada and the US looks to be on track.

insurance
Danesh Rohinton

Portfolio manager, Cambridge Global Asset Management

Price: $25.950
Owned: No

2017-10-30

DON'T BUY
National Bank of Canada (NA-T)

He thinks it is a long term hold.  He does not take ownership because of the need for downside protection.  He thinks the expectations are too high.  It has good long term prospects, however.  They are growing debt levels but incomes are not following.  They are setting up for a lack of dividend growth.

banks
Danesh Rohinton

Portfolio manager, Cambridge Global Asset Management

Price: $62.490
Owned: No

2017-10-30

DON'T BUY
Nvidia Corp (NVDA-Q)

They had significant amount of success.  He does not feel it will grow faster than people think it will so he stays on the sidelines.  Expectations are very high and it is reflected in the market.

computer software/processing
Jordan McNamee

Portfolio Manager, Cambridge Global Asset Management

Price: $203.840
Owned: No

2017-10-30

TOP PICK
Palo Alto Networks (PANW-N)

They have grown 50% a year.  Last year they had an execution issue and dropped their guidance.  He found they were growing too aggressively and it was irritating customers.  People didn’t understand this was the problem.  Over the last two quarters they have been beating expectations.  They are at 20% free cash flow growth now.  (Analysts’ target: $165.00).

Jordan McNamee

Portfolio Manager, Cambridge Global Asset Management

Price: $147.570
Owned: Yes

2017-10-30

HOLD
Precision Drilling (PD-T)

Made a bottom late August/early September. Those levels actually go back to early 2016, so from a risk/reward perspective and where energy is now, the risk/reward is really good. If it can get through $4, you’ll probably see an acceleration. At $5 (Institutional investors can't get in below that price) there will be more buying. Good risk/reward from here, so he would hang on.

oil/gas field services
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $3.710
Owned: Yes

2017-10-30

HOLD
Power Corp (POW-T)

The $33-$35 range is a little problematic. One thing that is positive is that there is some action about $32. The trend line below that is moving higher. It is going to run into resistance at about $35. There are some better names, but if you are in this, he wouldn't bail on it. If you notice in the next couple of weeks that the rest of the financials are going upwards, and this is not moving, you may want to jump out of this into one of the other financials.

mngmnt/diversified
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $32.860
Owned: Unknown

2017-10-30

COMMENT
Pembina Pipeline Corp (PPL-T)

Pipelines have been a weird place to be, but this is one of the strong ones. From 2014 to 2016, it had a big downtrend, but was followed by a nice upswing. The trend had a bit of a break a few months back, where the market was wondering if the value had been fully realized. For the next 6 months if we have a pro-growth rally going in other areas, it doesn't mean you are not going to find valuations that are out of whack. Prefers Inter Pipeline (IPL-T), which has been beaten up a little more and has a higher yield. He would like to see this one hold just below the $40 range. Below that, we are actually looking at capital erosion.

pipelines
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $42.450
Owned: No

2017-10-30

BUY
Restaurent Brands International (QSR-T)

He likes it long term and would own more if it was cheaper.  They are having to reinvest and it is hurting margins.  He does not know short term and it is reasonably fully valued, but he likes the business long term.  They are good at doing M&A and taking costs out.  They are a royalty model so they care about growth in absolute units.

food services
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $82.840
Owned: Yes

2017-10-30

COMMENT
Rio Tinto (RIO-N)

Chart shows a nice uptrend. There was some resistance just below $40, and it broke through that. There is going to be some choppiness. If the trend breaks, then he would have some concerns. This is an area where you may just want to get the right space and ride the whole thing up. There are a lot of places where you can make a lot of money in undervalued names, but you also run the risk. Look at the XBM-T ETF, which covers all the base metals in that area and has done very well for him.

other mines
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $47.330
Owned: Unknown

2017-10-30

TOP PICK
Royal Bank (RY-T)

You could own any of the banks. Sticking with a Royal or TD or any of the others, you are probably going to be pretty good. Thinks there is a little more upside and more safety in this bank. Expects it will be a few months down the road before there will be the impact of any rate increase. Dividend yield of 3.6%. (Analysts' price target is $101.)

banks
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $100.940
Owned: Yes

2017-10-30

DON'T BUY
Shopify Inc. (SHOP-T)

They report tomorrow.  It is a great company but every morning he has to wake up and decided if it has the best risk/reward and he does not think that right now.  The allegations against them are not that valid but a lot of people probably sold on the announcement because they didn’t know much about the company.

Jordan McNamee

Portfolio Manager, Cambridge Global Asset Management

Price: $140.220
Owned: Unknown

2017-10-30

PARTIAL SELL
Constellation Brands Inc (STZ-N)

Just announced taking a 10% stake in Canopy Growth (WEED-T). Chart shows a nice long upward trend going back 5 years. The sector is potentially a weaker one. Wouldn’t consider this as a pro-growth. If you own you might want to take a piece off right now and go back in the new year.

breweries/beverages
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $213.000
Owned: Unknown

2017-10-30

BUY on WEAKNESS
Sylogist Ltd. (SYZ-X)

An enterprise software company that made a bunch of acquisitions over the last few years.  You are investing in management and their ability to deploy capital.  He likes it.  He cautions that you have to pay the right price for the stock.

Business Services
Jordan McNamee

Portfolio Manager, Cambridge Global Asset Management

Price: $9.300
Owned: Unknown

2017-10-30

BUY
Toronto Dominion (TD-T)

Royal Bank (RY-T) or Toronto Dominion (TD-T)? Financials are a good place to be in the rally we are in. Doesn't think you can go wrong with any of the banks. Expects TD is going to have a little more upside, but it is really not going to matter between the 2. (See Top Picks.)

banks
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $72.840
Owned: Yes

2017-10-30

HOLD
Torc Oil & Gas Ltd (TOG-T)

The fact that it is above $6.18, just a little above the 200-day moving average, it is going to go higher. The whole sector is looking really good. The chart shows the downtrend has broken.

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $6.490
Owned: Unknown

2017-10-30

DON'T BUY
Walgreen Boots Alliance (WBA-Q)

It has been a soft performer (weak).  There is a concern about AMZN-Q getting over aggressive over time on Pharmacy.  But the business is not that simple and the retail chain adds a lot of value.  The process is very efficient and they have a lot of buying power.  AMZN-Q is absolutely a threat but if you look at the WBA-Q, a lot is baked in at today’s price.

specialty stores
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $66.260
Owned: Unknown

2017-10-30

COMMENT
Canopy Growth Corp. (WEED-T)

Chart showed it broke out of resistance. As the first, that usually means it is going to run away from its previous action. Technically it is really positive, but there will be some resistance from November of last year where the stock got under $18. The biggest thing in these stories is the news and politics, which can really change things.

agriculture
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $15.220
Owned: Unknown

2017-10-30

TOP PICK
SPDR Materials ETF (XLB-N)

An ETF where you could look at any individual component, because they are big enough in the US that you are not walking into a landmine. Chart shows a nice break out earlier in the year, which was pretty positive. If you don't own individual names, then this is a good place to be. One of the strongest sectors in both Canada and the US for the next 6 months.

E.T.F.'s
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $58.840
Owned: Yes

2017-10-27

N/A
A Comment -- General Comments From an Expert 

Market. We are just stepping into the time where stocks do well over the next 6 months. They’ve done well over the last 6 months also, but can still do well. The new highs on the TSX, S&P 500, NASDAQ and the Dow today is a bullish signal. There has been an underpinning of some key sectors in the market. Technology has led the market for so long, and continues to do well, that is a good sign for the market. We’ve also seen support from the financials. If financials participate in a rally, that is a good thing, because it is showing we are perceiving the economy as doing well. However, energy and materials are still down at around 9% from the previous peak, but there’s still time for them to participate. The TSX has done well versus the US, over the last couple of months, but from this time in October and into November and December, it is usually the US that does well, about 73% of the time from 1950 to 2016. That is because of the sectors. Oil tends not to do well in Nov/Dec and gold tends to be weak in October.

Brooke Thackray

President, Jov Investment Management

Price: $0.020
Owned: _N/A

2017-10-27

N/A
A Comment -- General Comments From an Expert 

Market.The TSX got back to where we were in February. If it breaks out from here, it could show some Run. We have enough underlying factors, particularly if oils start to react. A lot of the oil stocks are trading well under their BV, and he could see oil at $60. Banks are doing OK. We could hit some good territory.

David Cockfield

Managing Director, Northland Wealth Management

Price: $0.020
Owned: _N/A

2017-10-27

COMMENT
Altagas Ltd (ALA-T)

Has had quite a cloud hanging over it. From a technical or seasonal perspective, it is not something he would be taking a look at. Chart is showing this is starting to have an uptick, which is positive from a technical perspective. If it breaks above the $29.50-$30 level, that would be a positive signal.

oil/gas
Brooke Thackray

President, Jov Investment Management

Price: $28.960
Owned: Unknown

2017-10-27

WAIT
Altagas Ltd (ALA-T)

In the process of completing a huge merger with a Washington DC company. To him, it is a very strange marriage. He wants to see what comes out of that before getting into it. 7.6% dividend yield.

oil/gas
David Cockfield

Managing Director, Northland Wealth Management

Price: $28.960
Owned: No

2017-10-27

COMMENT
BlackBerry (BB-T)

John Chen has done a great job of keeping the company alive. They’ve totally shifted away from mobile phones and into software. It is still one of the most secure phones you can use. Thinks they will survive, but whether they will prosper or not is another question. Needs another couple of good quarters, where the revenue from the software side really starts to show.

electrical/electronic
David Cockfield

Managing Director, Northland Wealth Management

Price: $13.720
Owned: No

2017-10-27

COMMENT
BCE Inc. (BCE-T)

Up for the year, but moving in a consolidation pattern, and goes back into 2016. Seasonally, this tends to do well from December into January. He would be positive on this over the next few months.

telephone utilities
Brooke Thackray

President, Jov Investment Management

Price: $59.550
Owned: Unknown

2017-10-27

PAST TOP PICK
BCE Inc. (BCE-T)

(A Top Pick Dec 2/16. Up 9%.) He still likes this. Pays an excellent dividend and has a good record of increasing it. Management has shown itself of being quite capable of getting into other areas such as sports, etc.

telephone utilities
David Cockfield

Managing Director, Northland Wealth Management

Price: $59.550
Owned: Yes

2017-10-27

WAIT
Brookfield Renewable Energy (BEP.UN-T)

There has been heightened interest in renewable energy. Chart shows a pattern of consolidation through 2016, and now there is one for 2017 as well. We are close to the top of the channel, so if it breaks above that level that is a positive sign. Wait for this to break above the current level of around $45.

Utilities
Brooke Thackray

President, Jov Investment Management

Price: $43.870
Owned: Unknown

2017-10-27

COMMENT
Bank of Montreal (BMO-T)

Some of the banks, including this one, are at the $100 mark, which is where banks like to do stock splits. He would be positive on this.

banks
Brooke Thackray

President, Jov Investment Management

Price: $100.030
Owned: Unknown

2017-10-27

WATCH
Bank of Nova Scotia (BNS-T)

Likes their exposure in the Caribbean, Mexico and South America. He has some concerns because of the Mexican situation, and sees NAFTA not being approved with a Mexican participation. Wouldn’t be a buyer at this time.

banks
David Cockfield

Managing Director, Northland Wealth Management

Price: $82.860
Owned: Yes

2017-10-27

WAIT
B2Gold Corp. (BTO-T)

Gold seasonality is really from the end of July to the beginning of October, but it can also do well from December into February. There is an interest rate increase possibility for December in the US. If they do, it hurts gold. Has seen gold perform poorly in December until the end of December because of the tendency for the Fed to raise rates at the end of the year. Wait until the end of December before actually adding, and then let it run into Jan/Feb.

Golds
Brooke Thackray

President, Jov Investment Management

Price: $3.220
Owned: Unknown

2017-10-27

WAIT
Cameco Corporation (CCO-T)

The price of uranium has fallen 26% and is down at $46+, which is a big thing. The seasonal for uranium actually starts in November. Wait for this to settle down before stepping into it.

integrated mines
Brooke Thackray

President, Jov Investment Management

Price: $10.640
Owned: Unknown

2017-10-27

COMMENT
Canadian Imperial Bank of Commerce (CM-T)

Canadian banks are really interesting in that after their good August earnings, they stumbled. They’ve now picked up and have rocketed. Canadian banks typically do well from Oct 10 into December. Chart shows this was in a channel, but has now broken out, which is very positive. He wouldn’t be surprised to see it go back to the high it had earlier in the year.

banks
Brooke Thackray

President, Jov Investment Management

Price: $113.270
Owned: Unknown

2017-10-27

WAIT
Canadian National R.R. (CNR-T)

There was disappointment with their recent earnings and it has been sort of going sideways. He would give it a little time. Their recent earnings report wasn’t that super.

Transportation
David Cockfield

Managing Director, Northland Wealth Management

Price: $104.220
Owned: No

2017-10-27

COMMENT
Deutsche Bank AG (DB-N)

There was lots of press about them going to go under. While the global economy is going well, even if there is stuff hidden underneath the carpets, it is probably not going to come out. If you believe the global economy is doing well, then you would expect this company to come out and do okay. Chart shows the stock is trading in a channel and is currently at the bottom of the channel, which is good right now.

banks
Brooke Thackray

President, Jov Investment Management

Price: $16.320
Owned: Unknown

2017-10-27

WAIT
Enbridge (ENB-T)

If interest rates move up and don’t have the growth, these are not going to participate. Chart is showing an overall downtrend, which hasn’t been broken yet. Until it demonstrates more growth potential, he would wait. Once it breaks the downward trend line, it indicates investors are switching their conception.

oil/gas pipelines
Brooke Thackray

President, Jov Investment Management

Price: $49.300
Owned: Unknown

2017-10-27

COMMENT
Enbridge (ENB-T)

A utility and a well run company. There is no particular reason to be super negative on this. There will be dividend increases in the future, and has enough expansion going on that you needn’t be concerned. Dividend yield of 5%.

oil/gas pipelines
David Cockfield

Managing Director, Northland Wealth Management

Price: $49.300
Owned: No

2017-10-27

COMMENT
Express Scripts Inc (ESRX-Q)

There are rumours that Amazon (AMZN-Q) is going into the drug area. For the American people, that would be a wonderful thing, because it would provide transparency and price for drugs, which they don’t have. Chart shows this has been in a downward channel since the middle of 2016. Fundamentally, it is not looking strong. If he owned, he would set a Stop on it, looking to get out.

wholesale distributors
Brooke Thackray

President, Jov Investment Management

Price: $62.190
Owned: Unknown

2017-10-27

COMMENT
Fairfax Financial (FFH-T)

He admires management very much. It is interesting that they are getting a reasonable toe-hold in India. They seem to have a good knowledge of that area. They were negative on equity markets for some time, but Prem Watsa has finally come around that this market is going to run a little further. Hopes they get a little more aggressive. Expects you will see better results over the next 12 months.

insurance
David Cockfield

Managing Director, Northland Wealth Management

Price: $676.280
Owned: No

2017-10-27

PAST TOP PICK
First Trust AlphaDEX U.S. Utility Sector Index (FHU-T)

(A Top Pick July 31/17. Up 3%.) From a seasonal perspective, bonds tend to do well in the summer months, and an investment in the utility sector is a proxy to that.

E.T.F.'s
Brooke Thackray

President, Jov Investment Management

Price: $23.270
Owned: No

2017-10-27

COMMENT
CGI Group (A) (GIB.A-T)

An interesting company that offers solutions to people with problems in the computer area. This is a growth stock. The PE is reasonable. If you want a growth stock, it’s not a bad stock to own. It’s not just in Canada and the US, but also in Europe.

consulting
David Cockfield

Managing Director, Northland Wealth Management

Price: $68.760
Owned: No

2017-10-27

WATCH
Hasbro Inc (HAS-Q)

Toy investors seem to be rattled. This is because of Toys “R” Us going bankrupt. Also, a major distribution channel for Mattel and this company is being taken away, which has caused some problems. Technically, the chart shows we haven’t quite broken down through the right shoulder yet, but if we do, that is a bad sign. Although we are in the seasonal period for retail stocks, if the technicals are not living up to it, you may want to pass on it. Look for it to show a little more strength, but if it falls below that neckline, he would be exiting.

Brooke Thackray

President, Jov Investment Management

Price: $97.140
Owned: Unknown

2017-10-27

PAST TOP PICK
HBP Comex Gold ETF (HUG-T)

(A Top Pick July 31/17. Down 1%.) Tracks bullion and sold it towards the end of September. Gold does well from July 27 into Oct 9, and typically the last little bit is a little iffy, so from a seasonal perspective, it is best to get out at the end of September.

E.T.F.'s
Brooke Thackray

President, Jov Investment Management

Price: $11.660
Owned: No

2017-10-27

COMMENT
Horizons NYMEX Natural Gas (HUN-T)

Seasonality for natural gas is from September 5 to December 21. This is because, with seasonal investing, you want to be in there before everybody else gets in. The big withdrawals for natural gas is when it is actually used, January and February. In effect, you want to buy the rumour. When everybody else starts to pull in, that’s when you want to get out. Natural gas is down again today. He has a Stop on his position. The warm weather is really exciting things up, and demand has been low.

E.T.F.'s
Brooke Thackray

President, Jov Investment Management

Price: $6.050
Owned: Yes

2017-10-27

HOLD
Ivanhoe Mines (IVN-T)

They have a mine in Africa which potentially has copper and platinum. The seasonality for base metals is from Nov 19 into April. Chart shows there was a ramp up in 2016, but has been consolidating this year.

Mining
Brooke Thackray

President, Jov Investment Management

Price: $4.230
Owned: Unknown

2017-10-27

COMMENT
Canadian Life Companies Split Corp. (LFE-T)

This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having trouble with that. Technically, it is getting close to the top of its range once again, and looks pretty good.

E.T.F.'s
Brooke Thackray

President, Jov Investment Management

Price: $6.060
Owned: Unknown

2017-10-27

COMMENT
Manulife Financial (MFC-T)

Had a pretty nice run some months ago. His concern is that there is too much emphasis on building their far east, particularly their China business. Financial institutions going into China are subject to a situation where their business could disappear overnight if the Chinese government decided to step in. He would rather go with Sun Life (SLF-T).

insurance
David Cockfield

Managing Director, Northland Wealth Management

Price: $25.950
Owned: Unknown

2017-10-27

COMMENT
Nemaska Lithium Inc. (NMX-T)

There’s been a lot of investor interest in lithium names. We are coming into the seasonal period where mining stocks can actually do well. When you have a momentum trend, plus a seasonal trend to back it up, that is positive. Chart shows it has broken above the channel, which is a good sign. There may be some resistance at $2, but if it breaks above $2, that will be fairly positive.

Mining
Brooke Thackray

President, Jov Investment Management

Price: $1.830
Owned: Unknown

2017-10-27

PAST TOP PICK
Proctor & Gamble (PG-N)

(A Top Pick July 31/17. Down 3%.) Tends to do well in the summer because it is a consumer staple stock. Investors are looking for dividends and more stable earnings. This year we’ve seen some excitement in the stock market in the summer, so investors haven’t been attracted. At the same time expectations on interest rates have been moving up, so bond proxies haven’t performed well. 3.2% dividend yield.

misc consumer products
Brooke Thackray

President, Jov Investment Management

Price: $87.040
Owned: No

2017-10-27

COMMENT
Pembina Pipeline Corp (PPL-T)

One of the local companies in Alberts that gathers oil from the bigger guys. He likes this as well as Inter Pipeline (IPL-T). A utility that’s in a non-political situation in Alberta, and they don’t have to worry about building a pipeline. Good dividend. Has some growth potential.

pipelines
David Cockfield

Managing Director, Northland Wealth Management

Price: $42.040
Owned: Unknown

2017-10-27

COMMENT
Rogers Communcations (B) (RCI.B-T)

A well run company. The areas they are operating in are growing. He can’t see anything that is really going to impede the stock on a growth basis. Not a bad stock to own.

Cable
David Cockfield

Managing Director, Northland Wealth Management

Price: $67.570
Owned: Unknown

2017-10-27

COMMENT
Shopify Inc. (SHOP-T)

A short-seller dropped the stock price, and the battling back-and-forth has created problems. The sector is doing really well. This has been trading in a range recently. They are coming on with earnings next week, and will clarify their positions. We are at the top end of the trading range in the sector’s seasonal period. Wait until the earnings actually come out. If it breaks out in the top end of the range, that is a very positive sign.

Brooke Thackray

President, Jov Investment Management

Price: $137.590
Owned: Unknown

2017-10-27

WAIT
Shopify Inc. (SHOP-T)

Sold his positions some weeks ago. It’s a little early yet to step back in. He doesn’t like being in a situation where there is an activist creating waves. Loves the company and loves the concept, but it is a situation where there are no earnings yet. Wait a little.

David Cockfield

Managing Director, Northland Wealth Management

Price: $137.590
Owned: No

2017-10-27

COMMENT
SNC-Lavalin Group Inc. (SNC-T)

Somewhat volatile. Has great potential. Thinks they are through the problems they had through the bribery situations. In the right place at the right time. There is going to be a lot of infrastructure construction going on. The #407 remains a great asset. Relatively inexpensive.

contractors
David Cockfield

Managing Director, Northland Wealth Management

Price: $58.490
Owned: Yes

2017-10-27

COMMENT
Suncor Energy Inc (SU-T)

Just released fantastic results. This has performed well amongst the energy patch. An integrated company, and has done very well on the refinery side. A good long-term hold. With higher oil prices you could get some capital gain.

integrated oils
David Cockfield

Managing Director, Northland Wealth Management

Price: $43.300
Owned: Unknown

2017-10-27

PAST TOP PICK
Toronto Dominion (TD-T)

(A Top Pick Dec 2/16. Up 19%.) This was a laggard for a while. Bought this because they are just as big in the US and continue to grow fast there. 3.3% dividend yield.

banks
David Cockfield

Managing Director, Northland Wealth Management

Price: $72.770
Owned: Yes

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