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| Comment | 7.250 | Rick Stuchberry | Offering to acquire Collins Stewart Hawkpoint, which he thinks is a good deal. They're trying to get more into the investment management side, which has been the opportunity in the financial services business. | 2011-12-22 | |
| PAST TOP PICK | 9.530 | Prakash Hariharan | (Top Pick Mar 9/11, Up 36.43%) Likes it and where it is positioned right now. Access to low cost natural gas. Generating a tremendous amount of cash flow. Trimming his position but you can always get back in during a pullback. | 2011-10-28 | |
| Comment | 12.490 | Michael Smedley | Unusual because it is the large independent brokerage set up with strong mining and oil branch in London. Acquired a deal in Australia. It shows the expansionary trend. | 2011-08-03 | |
| HOLD | 12.520 | Mike S. Newton, CIM FCSI | Trading revenue, M&A and capital markets businesses have not been as strong as in the past. This one is a great competitor in the Canadian marketplace. To get it going, the whole sector has to move. He got stopped out but would like to eventually get back in. | 2011-07-19 | |
| BUY | 12.240 | Jason Donville | Investment dealer with operations in Canada, US and UK. These companies tend to go weak this time of year. The kind of stock where he would be a buyer in June, July, August period and then sell just after RRSP season in February. $14-$15 shortly after Christmas. | 2011-07-11 | |
| PAST TOP PICK | 15.410 | Michael Smedley | (Top Pick Mar 18/10,Up 39.85%) He thinks it will go up further. | 2011-03-08 | |
| BUY | 15.940 | Derek Webb, CFA | Just announced some great earnings. Very strong chart. Volumes, which are very important for this company, are very, very high. Expect it will go quite a bit higher. | 2011-02-17 | |
| PAST TOP PICK | 11.710 | Lesley Marks | (A Top Pick April 7/10. Up 3.01%.) Still likes. | 2010-11-24 | |
| TOP PICK | 11.480 | Lesley Marks | There is improvement in the wealth management side, retail brokerage as well as on the institutional side. Merged with Genuity and thinks they will work well together. | 2010-04-07 | |
| TOP PICK | 11.240 | Michael Smedley | Largest Canadian non-bank retail brokerage. Merging with Genuity management team. | 2010-03-18 | |
| BUY | 9.920 | Jason Donville | Interesting company that has been trying to reposition itself for some time. Stock price close to BV. Good quality company with capital market exposure. Under $10 is a good entry point. | 2010-01-22 | |
| DON'T BUY | 7.800 | Bruce Campbell | Very levered play on markets. Got crushed, lost money for a couple of quarters and has come back a nice percentage. It takes a while for their retail volumes to come up and stay really high. This is a bull market stock and we are not there yet. | 2009-05-25 | |
| DON'T BUY | 4.160 | Robert McWhirter | Mergers and activities have dropped away and trading volumes are down so earnings are less. They will be challenged through 2009. | 2009-01-26 | |
| DON'T BUY | 4.010 | Don Lato | Will benefit from government backing as they had stated they would make their customers whole. His concern is that it is still a pretty difficult market. Not a lot of new issue products. Wait for a better time. | 2008-12-19 | |
| TOP SHORT | 3.500 | Ken McCord | (2 Top Picks are pair trades.) Long Royal Bank (RY-T) and Short Cannacord (CCI-T). One of the non-bank dealers and is exposed to Bay Street deals, which is falling off a cliff. Can't see it coming close to outperforming Royal. Once you see some predictability in the market (6 months?) you might consider getting out. | 2008-12-04 | |
| DON'T BUY | 9.830 | Jean-Francois Tardif | (Market Call Minute.) Would stay away right now as there is too much risk in the market. | 2008-05-27 | |
| WATCH | 11.280 | Gavin Graham | Plans to buy back Asset Backed Commercial Paper (ABCP), which removes uncertainty and will be positive. If you own, consider selling and buying back after 31 days. | 2008-04-09 | |
| DON'T BUY | 14.700 | Robert Floyd | A broker focusing a lot on resource plays. Would prefer GMP (GMP.UN-T), which is not as risky. When you have a stock that has big line this much, you are going to get tax loss selling for the next little while, and then you will get a bounce. | 2007-12-11 | |
| BUY | 15.500 | Derek Webb, CFA | 3.3% yield. He has stayed away from this because he thinks there are easier names right now. It is probably a great stock to own right now. Has been beaten up with all the other financials but it is not a lender so credit is not an issue. | 2007-11-28 | |
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| HOLD | 20.400 | Robert Floyd | Really a play on the Canadian brokerage industry. As long as there is a decent outlook for financial services, stick with it. | 2007-10-12 | |
| TOP PICK | 18.330 | Derek Webb, CFA | Broker dealers have been hammered. Stock shouldn’t be down. Beat earnings last quarter by 25%, huge surprise. Trades at 2 times book value. | 2007-09-19 | |
| DON'T BUY | 21.790 | Michael Sprung | Have managed to establish themselves as credible players in the whole area. The question is, what happens to the deal flow over the next several months. If the market takes a pause or the new issues dry up this stock can be at risk. | 2007-05-28 | |
| BUY | 20.760 | Peter Hodson | Very cheap. Thinks they will have a spectacular 1st quarter. When they report, he may not own it after that. | 2007-03-12 | |
| DON'T BUY | 18.990 | Bill Carrigan | When you are in a bear market, which he believes we are, shy away from financial services stocks. If you own, keep a Stop under the last low. | 2006-07-17 | |
| HOLD | 23.250 | Gavin Graham | Brokers are a leverage play. Enormously volume driven business. During a really good job in the UK. If you own, consider taking some profits. | 2006-05-03 | |
| WEAK BUY | 23.490 | David Baskin | This is their kind of market. Not sure in the stock is worth $23, as it is a question as to whether this can be sustained for a long time. | 2006-04-18 | |
| TOP PICK | 22.400 | Werner Muehelemann | Has been growing nicely in terms of earnings. Trading at about 6.6 to EBITDA. Can see it reaching 10 X buy producing more earnings or converting into a trust. | 2006-04-12 | |
| BUY | 10.530 | David Taylor, MBA, CFA | A well run shop. This is the kind of market they thrive in doing a lot of underwriting in the resource sector. Suspects their 2004 numbers are going to be spectacular. | 2005-02-02 | |
| WAIT | 8.640 | Michael Sprung | Very difficult to manage a company that deals with capital markets. Difficult to evaluate. Would like a longer-term record of profitability and how it weathers various markets. | 2004-08-17 | |
| DON'T BUY | 9.550 | David Baskin | Would not choose to own this stock. Would prefer owning a bank. | 2004-07-29 | |
| BUY | 10.260 | Steve Gold | Seems to be a premium built in to this name on the book value basis. Fundamentals for the Canadian industry seems strong. A good way to have financial exposure. | 2004-07-07 | |
| BUY | 10.740 | Glenn Paradis, BA, CFA | Very much leveraged to capital markets. Well-run. As long as the markets continue their positive bias and the economy does well, they should do very well. | 2004-06-30 |
