Click Here to
receive daily
reports of the
TOP PICKS
OR
your personal
stock choices

STOCKCHASE

What the experts are saying!
This site compiles comments that experts make about stocks while on public TV shows.

There are 16 registered members and 68 guests viewing the site. Follow us on Twitter Rss Top Picks FeedRss Daily Feed
Ben Stadelmann of Contra the Heard

Opinions from Ben Stadelmann

WEAK BUYHusky EnergyHSE-T26.920It is not really a contrition play, but is a pretty solid value play. If you believe that oil is going to go up then this is where the upside in this stock is. It is fairly valued now.2010-03-03
PAST TOP PICKNorsat InternationalNII-T0.700(Top Pick Apr 1/09, Down 17%) He had wanted a stock that would ‘stay in the game’. It has no debt with growing revenues and excellent management. They grew revenues very nicely. Has no idea why the stock not higher. At some point the market will wake up to this company. Be patient – 3 or 4 years to get to his target price.2010-03-03
PAST TOP PICKYahoo!YHOO-Q15.310(Top Pick Apr 1/09, Up 22%) Lots of cash and in good financial shape but revenues are decreasing. Still quite positive about the company but becoming increasingly of the opinion that it would be great if someone would take them over.2010-03-03
PAST TOP PICKCASHCASH0.000(Top Pick Apr 1/09) He is at 25% now. Still thinks there will be good opportunities ahead.2010-03-03
BUYZarlinkZL-T1.720It is recovery mode and numbers are pretty good. Made a large acquisition which was difficult to digest, but it is helping now. The growth of smart phones is helping.2010-03-03
BUYInternational Datacasting Corp.IDC-T0.280It’s not like a complete stranger walked into the management roll. Likes it and holds it. It’s a thin trader. You want to be careful if you want to buy it. 16 Million Capitalization. There is no big company in this business.2010-03-03
CommentA Comment -- General Comments From an ExpertA Commentary0.020ANNUAL MEETINGS: Are a great opportunity to get a feel for management. Good opportunity to listen to the manner in which questions are answered. Read body language and read between the lines. Is the guy answering the question or is he trying to finesse it. Are they really the kind of person you want managing your money.2010-03-03
CommentBarrick GoldABX-T39.650They are going to spin out their African assets. Companies of this size are always buying or selling something. It’s often hard to see these things moving the needle. It might be a nice little nest egg for them. If they complete the unwinding of their hedge it could appreciate.2010-03-03
TOP PICKNovelNOVL-Q4.700Getting a takeover offer. Thought for years that it would eventually get taken over. They had a lot of the shape of a company that eventually someone would take a run at. It really has not done that well. 2010-03-03
TOP PICKBellatrix Exploration Ltd.BXE-T3.790Put it into his new portfolio. Fascinating company. At the epicenter to those companies moving from income trust to regular corporation. It was a spectacularly unsuccessful business trust. It proved the point that the model was a poor fit with exploration and development of oil and gas because you have to put money into capital expenditure and not into distributions.2010-03-03
TOP PICKC&D Technologies Inc.CHP-N1.650Speculative play in the electric storage and battery area. Company has been around for a long time but was crushed by the recession. Revenues took a big hit. Debt is fairly high but manageable. Moved a lot of production over to China Seeing a good market in China for their products. They seem to be well connected. Got a descent-sized contract from the US army to produce large format batteries.2010-03-03
N/AA Comment -- General Comments From an ExpertA Commentary0.020Markets are pretty interesting. The data is interesting because we are getting some divergence in the numbers between the US and Canada, meaning that we are de-linking to some extend. It means that you need to be in the market. It requires some caution, however. It is becoming more of a stock picker’s market. Doesn’t like shorting because you can so easily get the timing wrong.2010-03-03
WAITIamgold CorpIMG-T15.480Doesn’t really follow it carefully. It is one of the major producers. IF you think Gold has a good future, you don’t have all that many choices. This one would be on the radar for institutions. You would have wanted to buy it a little bit earlier. If you look at charts, it does not go up steadily. There will be relapses in the future even thought the bull trend will continue. If you like the company, then wait for a pullback.2010-03-03
BUYRichmont Mines Inc.RIC-T4.110One of his favorites. It’s in Canada, in Newfoundland and Quebec. Debt free and a good amount of cash. A well managed firm. Their mines are in a good cycle of their production – a sweet spot. They are ramping up production. Thinks gold prices will go up over the next few years.2010-03-03
DON'T BUYBank of AmericaBAC-N16.660It is clearly in the category of too big to fail. US Government has made it clear they will not allow that bank to go down. If they have to raise more capital then that means dilution. 2010-03-03
BUYATS AutomationATA-T6.870Occupies a prominent place in his president’s portfolio. A favorite and a contrarian pick. It is a serial disappointer. Global trade fell off a cliff last year and this hit ATS but they were still making money so that tells him they can size operations and workforce. If you believe this economic recovery is going to get some traction then it is well leveraged to that and will do well. A long term hold for him.2010-03-03
DON'T BUYTembec Inc.TMB-T1.090It is a contrarian play. He would have thought there would be a turnaround by now in pulp and paper. The conversion of media and the move over to digital side seems to be a trend that has a long way to go. He looks for a company that has a temporary problem and can get back to where it was, but he is dubious about this one.2010-03-03
CommentA Comment -- General Comments From an ExpertA Commentary0.020BEAR FUND: It is essentially a hedge. That is not something he is that interested in. You are essentially betting against yourself. However there are particular times that he hedges. He buys PUTs on S&P 500 when he feels the market is in an immanent situation, such as day after Freddy Mac and Fanny Mae went down. It did protect the portfolio and he later sold the PUTs. He prefers to hedge by having CASH or precious metals in the portfolio.2010-03-03
DON'T BUYAnalysts International CorpANLY-Q0.400He bought it twice and did not do well. This was a turnaround play. Brought in new management to do the turn-around. This company is just not doing well. Stocks don’t usually do well until a year after a consolidation.2010-03-03
BUYManitoba Telecom ServicesMBT-T31.840(Market Call Minute) Good dividend for a conservative investor.2010-03-03
VAGUEFord MotorF-N11.740(Market Call Minute) Finds it hard to believe they are at a competitive disadvantage due to GM’s bail out. At some point it may slow down.2010-03-03
DON'T BUYManulife FinancialMFC-T19.310(Market Call Minute) Not too keen on them. How well can they invest the premiums while they are holding onto them.2010-03-03
BUYThomson Reuters CorpTRI-T36.520(Market Call Minute) Excellent company but not a contrarian play. Is a dividend champion, raising dividend in the teeth of the recession.2010-03-03
BUYToyotaTM-N74.830(Market Call Minute) Not all that contrarian. Went down a bit based on the recall but not that great an amount. It was hit by the recession.2010-03-03
DON'T BUYHemisphere GPS Inc.HEM-T0.870This company is tied to agriculture and is quite sympathetic to grain prices. They have been strong over the last couple of years but then came off sharply in January and this stock came off in sympathy to that. This stock is more likely to get a boost from the ‘January Effect’ after which it eases off. He thinks it will take a while. It is a niche-oriented company. There was a lot of hype and then the trough of disillusionment. It’ll take a while.2010-03-03
TOP PICKNorsat InternationalNII-T0.900(A Top Pick Oct 9/08. Down 18.5%.) Doing very well. 2008 results were excellent. Normally the results would be looked on very favourably but with current negative sentiment it is difficult getting traction. Buy a little at a time, not a full position.2009-04-01
TOP PICKCASHCASH0.000He is about 50% cash.2009-04-01
TOP PICKYahoo!YHOO-Q12.750Has an enormous amount of cash on hand. Advertising has been hit hard by the recession but traditional media players have been hit a lot harder. Advertising is moving towards the internet. Google is quite fully valued and there is room for more than one.2009-04-01
PAST TOP PICKMagic Software Enterprises IncMGIC-Q1.180(A Top Pick Oct 9/08. Down 30.7%.) Profits have been very good. No debt and lots of cash on hand. Company is not in rough shape but market just doesn't want to hear about it.2009-04-01
PAST TOP PICKATS AutomationATA-T3.560(A Top Pick Oct 9/08. Down 19.2%.) Had a nice quarter and is showing good backlog. Auto industry is certainly a negative but companies seem to be right sizing the workforce and staying ahead of the curve. Good management and not over leveraged.2009-04-01
DON'T BUYDenison Mines CorpDML-T0.830Company overreached last year and took on quite a bit of debt trying to move up a level in size and timing couldn’t have been worse. They are now in a really tough spot.2009-04-01
BUYAlgonquin Power & Utilities CorpAQN-T2.450Green energy, both hydro and wind power. Green companies are going to get hit heard during the recession with oil prices down. If you can find a company that is going to survive this cycle and you can Buy them cheap, it will fit you up well for later on. Distribution was cut dramatically and now yields 9.4%, which is far more sustainable.2009-04-01
DON'T BUYSherritt International Corp.S-T3.150Another example of a resource company that loaded up on debt at the peak of the cycle. This has pushed them to the brink. Has been a change in the oil concession in Cuba cutting their production by about 25%. Cuban government owes them about $160 million.2009-04-01
BUYSaputo Inc.SAP-T21.900Reasonably strong here because investors are looking for companies that make things that people need and use every day. Food is about as defensive as you are going to get. 2.6% dividend.2009-04-01
DON'T BUYNortelNT-T0.225In the end game, it is going to be worth next to nothing.2009-04-01
SELLPetro-CanadaPCA-T34.360If he owned he would be Selling. Has been burned too many times by mergers. Post merger indigestion can occur. There is usually a bump up at the time of the merger and is a good time to take your profit. You can then watch for a better entry point.2009-04-01
DON'T BUYZarlinkZL-T0.235Has goodwill and intangibles on the books. Book Value is way over what the stock is trading at. Generally speaking that is an indication that a write-down is coming. Doubts that it will hit in the near term but probably will happen eventually. They usually advise when they are going to do one. Very speculative.2009-04-01
BUYManitoba Telecom ServicesMBT-T32.0108.2% is a pretty nice yield. Old time telephone companies are trading at prices giving pretty good yields. Franchises are weakening to some extent but there will still be lots of customer services.2009-04-01
BUYIamgold CorpIMG-T11.170Very few places to hide in this recession but one sector is gold. Given the way the financial system seems to be going, where there’s going to an awful lot of money printed, owning some gold makes a lot of sense. 2009-04-01
SELLGeneral Motors CorporationGM-N1.930Situation has pretty much steadily deteriorated. Thinks it will eventually go into bankruptcy protection. Shareholders will not end up with much.2009-04-01
WAITPrecision Drilling Corp.PD.UN-T3.600Think they will survive and there will have to be a lot more drilling done. Chart indicates it is bottoming. Entry point would be a little further on when the worst of the recession is over.2009-04-01
HOLDManulife FinancialMFC-T15.080(Market Call Minute.) If you are going to sell, it should have been a while ago.2009-04-01
HOLDPotash Corp of SaskatchewanPOT-T105.040(Market Call Minute.) Agriculture space is looking very good in the long term.2009-04-01
CommentCanadian Oil Sands TrustCOS.UN-T24.680(Market Call Minute.) This will be one of the big players. An industry that needs a lot of capital and they have it. 2009-04-01
CommentBombardier Inc (B)BBD.B-T3.040(Market Call Minute.) Could be a Buy. Hasn’t bought it himself yet but is looking at it carefully. Just a question of when.2009-04-01
HOLDUTS EnergyUTS-T1.770(Market Call Minute.) Thinks it is getting low-balled here. Wouldn’t tender his shares here.2009-04-01
HOLDDreamworks Animation SKG Inc.DWA-Q22.050(Market Call Minute.) Good company.2009-04-01
TOP PICKNorsat InternationalNII-T0.920Excellent management, getting new contracts, will hold up well during a recession.2008-10-09
TOP PICKMagic Software Enterprises IncMGIC-Q1.660Global player, good balance sheet. 2008-10-09
TOP PICKATS AutomationATA-T4.370Doing well in turn around mode. Very, very good price. Did not execute well in the past in solar and now pulling up their socks. Sill exposed to auto industry and could hurt but if anyone needs to re-tool, it’s the auto industry.2008-10-09
CommentA Comment -- General Comments From an ExpertA Commentary0.020SHORT SELLING: Current problems are not the fault of short sellers. Still viable and still fair. Has a lot of cash on sidelines. Portfolio hit hard. Short selling is a margin type of transaction. Short sellers can make up rumors but so can long buyers. GOLD: Likes gold. There’s a lot of money being printed. Gold could do well, but gold stocks are tricky. Their profit picture has not been good; costs are high, labour shortages. A recession might help them. 2008-10-09
DON'T BUYTeck Resources Ltd. (B)TCK.B-T19.10050% retracement is common in a commodity boom. Wouldn’t be surprised to see commodities firm up a little bit but this is an expensive company2008-10-09
BUYToyotaTM-N62.400Likes long-term view. Leader in the field. Adaptable company. They’re looking at a real drop in demand in cars. Cars are extremely vulnerable to recession. Thinks car manufacturers will go down to 2003 levels.2008-10-09
SPECULATIVE BUYBCE Inc.BCE-T34.000When dividend stopped that really hurt. City Group could come back and ask to revise the rules again. Situation has changed so much since this deal went down. Would not short sell BCE. Deal could go through at a lower price.2008-10-09
PAST TOP PICKCASHCASH0.000(Top Pick Sept 7/07, Flat) We aren’t the only people that saw this coming. Doesn’t publish cash component of their portfolio. Above 30% in cash.2008-10-09
PAST TOP PICKAutozone Inc.AZO-N98.790(Top Pick Sept 7/07, Shorted, He’s up 3%) 2008-10-09
PAST TOP PICKAlexanders Inc.ALX-N309.210(Top Pick Sept 7/07, Shorted, He’s up 6%), just declared a special dividend of $7. New York real estate firm and quite disconnected from rest of country; has not caught up to the recession. 2008-10-09
WAITMaple Leaf FoodsMFI-T7.320Is on his watch list; he likes the company; they will survive. This is the way processed food works in our society. McDonalds was a great investment after the mad cow thing and similarly this will be a good buy soon2008-10-09
SPECULATIVE BUYFord MotorF-N2.080Company in desperate, desperate straights. Survival is dubious. Stock price reflects that. If it recovers we are talking 500% or more. Take a look at it towards the end of the year.2008-10-09
DON'T BUYSeaspan Corp.SSW-N12.770Absolute classic value trap. Earning before interest, taxes and amortization – they borrowed heavily so have to pay a lot of interest. Ships are wearing out, so there’s a lot of amortization.2008-10-09
HOLDMitec TelecomMTM-T0.070It’s had the stuffing knocked out of it. At this point I would hold it – it’s either going to go bankrupt or go up a lot.2008-10-09
WAITPrecision Drilling Corp.PD.UN-T12.080Tentative hold. Wait if buying.2008-10-09
HOLDResearch In MotionRIM-T67.650It’s going to go lower.2008-10-09
BUYRoyal BankRY-T41.400The Preferred: Look at what Buffet has done – he’s gone for preferred shares. 2008-10-09
TOP PICKCASHCASH41.000Has never had as few stocks in his portfolio in 15 years as he does now. When the market does get hit and companies you like are available, it gives you an opportunity.2007-09-07
TOP SHORTAutozone Inc.AZO-N111.490Retail auto parts. A competitive sector and he thinks the retail sector will be in a lot of trouble. Stock has had a big run over the last 5 years. Look to cover this Short in the $70's.2007-09-07
TOP SHORTAlexanders Inc.ALX-N378.300A US REIT. Developed a lot of property in New York City. Real estate in New York has been stratospheric which has pushed the stock very high over the last 5 years. Way overvalued. Would cover his short at 25%-30%.2007-09-07
BUYATS AutomationATA-T7.130Disappointed in the stock results. Hedge funds are trying to put in their own fleet of directors. He will be voting against this. 2 problems last year. Photowatt IPO was a complete disaster and the recent rights offering undercut the stock price at a lot2007-09-07
WAITZarlinkZL-T1.570Likes the stock. It had a lot of cash on the balance sheet giving it a lot of manoeuvring room, but spent the cash on an acquisition and is now in the process of digesting it. Will be having some substantial revenue increases going from $30 million a qua2007-09-07
CommentA Comment -- General Comments From an ExpertA Commentary0.020Gold - If the market really gets nailed, there’s no really good place to hide, but some sectors may be less hurt than others. Gold would probably be one of those sectors. A lot of the gold companies are having difficulty making money. Cost of production 2007-09-07
BUYRichmont Mines Inc.RIC-T2.920His comfort zone in gold is with companies that are closer to home without political risks, etc.2007-09-07
DON'T BUYFord MotorF-N7.520North American automobile manufacturers are definitely a contrarian play. This one is on his radar. So far, the turnaround is at a pretty early stage. August sales were pretty scary. It would be a speculative play at even $6-$7.2007-09-07
BUYMedisolutionMSH-T0.180Healthcare market is very competitive. Very difficult to make money on a consistent basis. This company went through a very difficult period and have to do some restructuring in order to get things more under control. They seem to be coming out of that d2007-09-07
TOP PICKSolectron CorpSLR-N3.410Sector that is very deeply out of favour. Extremely competitive area. The trend towards contract manufacturing is here to stay. Feels there will be plenty of business for them once they are restructured.2007-04-20
TOP PICKZarlinkZL-T2.400They have been in the game a long time. Always put money into R&D every year. Always seem to have new products coming out.2007-04-20
TOP PICKATS AutomationATA-T7.780Automated robotic assembly lines. There Fuller division was supposed to have an IPO but it was cancelled. Has disappointed investors in the past but feels they can come back. Nice suite of products.2007-04-20
PAST TOP PICKAbitibiBowater Inc.ABH-T3.120(A Top Pick Sept 14/06. Up 10%.) Merging with Bowater. It's going to be a long and complicated haul. Still likes.2007-04-20
PAST TOP PICKCASHCASH35.900(A Top Pick Sept 14/06.) 2007-04-20
PAST TOP PICKViterra IncVT-T8.600(A Top Pick Sept 14/06. Up 15%.) Agriculture is going to be in great shape over the next several years. Still on its first leg going up.2007-04-20
SELLGrubb & Ellis CompanyGBE-N11.790Did extremely well in the 1980s during the big real estate boom and then just about went bankrupt. Made a good turnaround. The cycle has pretty well run its course.2007-04-20
BUYBombardier Inc (B)BBD.B-T4.610Has been very hard to know when to get on this stock. 10-year chart shows a very long basing pattern with a number of false starts. Trend is getting better. With the environmental issue coming to the fore, they are well positioned for mass transits, energy-efficient airplanes. Stars are starting to align.2007-04-20
CommentI MaxIMX-T5.600A definite contrarian pick. Had some issues with accounting. He likes assets and book value, but this company has negative. Leaders in their field. Seem to be making progress into Hollywood type movies. He'll watch this one closely.2007-04-20
WATCHTahera CorpTAH-T0.880Has been watching this. Has had a long cycle of exploration, development and production. During the anticipation phase, companies get quite well valued, but seem to drop at production time. Would look for it to be bottoming out.2007-04-20
CommentTrans Canada CorpTRP-T39.280A real bedrock value type of stock. Pays a good dividend.2007-04-20
DON'T BUYBennet EnvironmentalBEV-T0.470In the environmental disposal business. Very tricky business to operate. Not sure they will survive.2007-04-20
WATCHLoblaw Companies LtdL-T50.000Trying to gear up for the competition with Wal-Mart. This has upset the applecart. Not sure if they are on the right track. Need to get back to their fundamentals.2007-04-20
HOLDCygnal Technologies CorpCYN-T0.670He has been very wrong on this company, but is very happy to hold on. Still believes that management can pull this one out of the fire. Have a decent amount of revenue. In a good space. Think they're just about cash flow neutral now.2007-04-20
CommentCanfor Pulp Income FundCFX.UN-T15.110Very well run. B.C. forests have been devastated by the Pine beetle. These trees can be used for pulp, so there is a ready supply.2007-04-20
DON'T BUYTrue North Gems IncTGX-X0.520Easy money has been made.2007-04-20
CommentLiquidation WorldLQW-T5.700They do very well when there are disasters. A very thin trading stock. Well-run company. Good geographic distribution.2007-04-20
TOP PICKViterra IncVT-T7.490(A Top Pick Jan 30/06. Down 5.9%.) The crop out west looks very, very good this year. Expect this company will have one of their best years.2006-09-14
PAST TOP PICKKelman TechnologiesKTI-X0.315(A Top Pick Jan 30/06. Down 36%.) Oil service industry. Didn't make money even during the boom. May be too small.2006-09-14
TOP PICKCASHCASH24.300Why buy stocks today if you can buy them cheaper tomorrow? We are at a point where there is a confluence of events going on. Mid-term US elections can create a down cycle.2006-09-14
DON'T BUYGoogleGOOG-Q403.980Caller wondered about Shorting. You have to be a very, very brave person to even think about shorting this. Agrees that the price is very high, but considering the incredible success of the company, too risky.2006-09-14
DON'T BUYTim HortonsTHI-T28.580This is the antithesis of a contrarian pick. Very popular stock. Well-run business. As a contrarian, would not buy.2006-09-14
HOLDFranklin Covey CompanyFC-N5.680Still likes their prospects.2006-09-14
DON'T BUYGeneral Motors CorporationGM-N32.960Caller wondered about a Short. On his watch list. N. A. automakers are definitely a contrarian sector. His preferred an attack would be to see a washout and then buy if they got their house in order.2006-09-14
DON'T BUYAce Aviation Holdings Inc. (B)ACE.B-T33.200Caller wondered about a Short. The sector has improved markedly. Thinks the airline industry as a whole is still in a recovery phase, so wouldn't Short.2006-09-14
DON'T BUYLegacy HotelsLGY.UN-T8.150If you don't continually put money into your hotel, the property will lose its appeal to attract customers. This happened in this case. Dropping its distribution which is realistic on their part.2006-01-30
DON'T BUYAppleAAPL-Q75.000Have been putting out great results and the stock has reflected this. Not a contrarian and play, so not one they would be interested in. There is a question if the Chinese would start producing a product similar to the iPod. A more contrarian play would be Gateway (GTW-N) which they own.2006-01-30

Privacy Policy



Other worthy sites:

Powered by phpMyEdit of Platon Group
Life Insurance Canada - Canadian life insurance broker with online life insurance shopping.
American Universal Life Insurance
American term life insurance quotes
Canadian term life insurance rates
Our Main Page

www.financialwebring.com