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This site compiles comments that experts make about stocks while on public TV shows.

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Greg A. Taylor, CFA, BBA of Aurion Capital Management
120 Adelaide Street West, Suite 2205
Toronto ON
416 -866-2422
Greg A. Taylor, CFA, BBA's website
Toll Free: 866-828-7466
Fax: 416-363-6206

Opinions from Greg A. Taylor, CFA, BBA

TOP PICKResearch In MotionRIM-T70.640(A Top Pick Mar 19/09. Up 35.82%. Came under a lot of pressure with the hype of Apple (AAPL-Q) & Google (GOOG-Q) competition. This has created a tremendous buying opportunity. Should still do $5US earnings per share for 2010. There are rumblings that at the Barcelona conference they will be coming out with new devices or improvements.2010-02-09
TOP PICKEMC CorpEMC-N16.950Still prefers IT as one of the good areas if you want to be in the market. This sector has the best balance sheets and growth potential in the US. Sitting on a lot of cash and no debt. Companies are going to buy more servers and storage. Also own 83% of VMware (VMW-N), the Microsoft of cloud computing.2010-02-09
TOP PICKNiko ResourcesNKO-T98.950Very good explorer. Has a partnership with Reliance Energy in India on the D-6 block, a massive field. Should start to generate about $7 in earnings next year in free cash flow.2010-02-09
PAST TOP PICKTalisman EnergyTLM-T18.000(A Top Pick Mar 19/09. Up 30.08%.)2010-02-09
PAST TOP PICKOnex CorpOCX-T24.730 (A Top Pick Mar 19/09. Up 68.78%.) Easy money has been made and is now just a Hold. 2010-02-09
BUYBHP Billiton Ltd.BHP-N71.160Good long-term holding across all cycles. Leader in materials and energy. With Athabascan Potash acquisition focused on being the leader in fertilizers. Potash mines take an incredible amount of time. Copper, metals and oil have sold off a great deal so this is not a bad time for this.2010-02-09
BUYIntelINTC-Q19.650Very opportunistic buy right now. First company to announce fairly strong earnings guidance was good and then the stock sold off when the market was caught up in the European fears. Semi stocks seem to be ready to bottom in the index looks like it's ready to turn. Trading at only 11X earnings.2010-02-09
WATCHShaw Communication (B)SJR.B-T19.970Has confused the analysts’ community. Very good company with a stable base in Alberta, whose economy has been doing incredibly well. Traditionally bumped its dividends and returned free cash flow it generated. This made it trade at a higher multiple than some of its peers in the cable space. Concerns if they can keep doing this. Also concerns on costs if they get into the mobile phone market and if the Alberta economy can continue being strong.2010-02-09
BUYBank of AmericaBAC-N14.470North American financials do need to start showing some leadership. Probably a sector that would turn as fast or faster than any other area. Has been a tremendous selloff in the last few weeks, which has been too far and too fast. If you believe the US economy will rebound and go stable, US financials are good area.2010-02-09
BUYBCE Inc.BCE-T28.560Has always been the “steady Eddie” type company. Upgraded wireless system last year and that should add more of a spin to their mobile area. Good dividend yield.2010-02-09
DON'T BUYAgriumAGU-T64.770He is positive on the fertilizer area and feels potash negotiations will go better than feared. Good growth area over the next few years. Caught in the hostile takeover battle with CF Industries. He prefers Potash (POT-T).2010-02-09
CommentA Comment -- General Comments From an ExpertA Commentary0.020Gold. Definitely an area that you want as part of your portfolio. Doesn't expect as good a year as last year. $1100-$1200 is probably a good top of the band for gold. Has about 10% weighting in gold. Prefers companies to ETF’s. Biggest position is GoldCorp (G-T), which is in the process of starting up a big mine in Mexico, so be cautious.2010-02-09
CommentA Comment -- General Comments From an ExpertA Commentary0.020US$ over the next few months? Cdn$ should outperform again. He would prefer it not to go through par as that damages our manufacturing sector.2010-02-09
DON'T BUYNexen IncNXY-T23.280Not a favourite in the energy space. Just put out an upgrade on their Long Lake oil sands project and continue to have problems with it.2010-02-09
DON'T BUYCenovus EnergyCVE-T25.370Not a favourite in the energy space. This one is a spin out from Encana (ECA-T) and is more the SAG-D assets. It came out at a higher valuation than some of its peers.2010-02-09
TOP PICKViterra IncVT-T9.090Growing internationally. In the process of acquiring an Australian company and will make them the largest grain handler globally. Vote will be made in September and the deal will close after that.2009-07-22
TOP PICKCanadian Natural RsrcsCNQ-T60.570Earnings come out in early August but would Buy some today and some afterwards. Did a good job at hedging some of their oil at higher prices. Their big growth vehicle is the Horizons project that is probably becoming one of the gold standards in the oil sands.2009-07-22
TOP PICKSilver WheatonSLW-T9.790Silver trades at a bit of a ratio to gold. That ratio has blown out to proportions that you want to look at Silver over gold right now. Also expects an economic recovery in the next 6 months and industrial demand for silver will get it going higher.2009-07-22
PAST TOP PICKGoldcorp IncG-T41.000(A Top Pick July 22/08. Down 4.84%.) Have projects they are ramping up. Doing all the right things. Good management team. If you won't Hold, otherwise Buy on dips.2009-07-22
PAST TOP PICKResearch In MotionRIM-T80.590(A Top Pick July 22/08. Down 29.27%.) Still likes the smart phone trend.2009-07-22
PAST TOP PICKWestjet AirlinesWJA-T10.000(A Top Pick July 22/08. Down 31.32%.) Had looked at this as an anti-oil trade. Expected $140 oil to pull back, which would improve margins.2009-07-22
BUYPotash Corp of SaskatchewanPOT-T97.500Short-term there will be anything positive. Have been some pricing cuts in the last few weeks with India and China. 2010 earnings look like they should snap back as global demand starts to increase.2009-07-22
CommentA Comment -- General Comments From an ExpertA Commentary0.020Canadian Banks: Have been one of the best global financial sectors. Everyone is on to that story now. Hard to see them being the leadership going forward. With positive economic changes, investors could be switching out of banks and into the more cyclical sectors.2009-07-22
DON'T BUYBombardier Inc (B)BBD.B-T3.620Fairly valued right now. Needs to keep replacing contracts to fill its backlog. Airline business has really been hit and they are exposed to regional and corporate jets. Rail area has done well but is the lower margin part.2009-07-22
BUYKinross GoldK-T21.920Have some good growth projects. They will benefit from the expected increase in gold prices. Has a big growth project in Russia, which is a fantastic asset and is doing quite well. Also have assets in Ecuador, which has been tied up in regulations on mining and trying to get permits. Permits should be in place in the next few weeks.2009-07-22
BUYA Comment -- General Comments From an ExpertA Commentary0.020Gold: Over the next year you will see gold break through $1000 and could go a few hundred higher than that.2009-07-22
BUYTrans Canada CorpTRP-T30.600Likes the good stable growth and dividend yield. Acts as a counterweight in the portfolio to cyclical investments. Recently made an acquisition that will supply some growth for them. Also did an equity issue which could put a cap on the stock for the near term.2009-07-22
WATCHIvanhoe MinesIVN-T8.560Huge project in Mongolia. In the process of negotiating a new investment agreement with the government and seemed to have been doing this for the last year. This is a bet on whether a deal gets made that is favourable.2009-07-22
CommentSuncor Energy IncSU-T36.000Merging with Petrocan (PCA-T) in the beginning of August. Because of dealing with synergies, etc. they'll probably do OK in the next year but not sure it will be leadership in the oils.2009-07-22
WATCHThomson Reuters CorpTRI-T34.770Good stable company. Global leader. Involves selling high-end data devices into law firms, Wall Street firms, etc. which is why the stock has not done a lot in the last year. European listing is being closed so a lot of Europeans will sell in the next month or two, which will be a buying opportunity.2009-07-22
CommentTelus CorpT-T30.630Have to do more CapX to upgrade their systems from CDMA to GSM, which will put a strain on the balance sheet. 6.2% yield should be sustainable.2009-07-22
CommentRogers Communcations (B)RCI.B-T30.680This is a good core company for a portfolio. Transitioned from growth to becoming more stable. His big concern would be the margins they get on wireless are going to start to drop. 3.72% yield. Prefers Telus (T-T).2009-07-22
CommentRed Back Mining IncRBI-T10.060Have some very good growth projects in Africa. In the middle of a bidding war on a very big gold deposit in the Congo. It's a project that is incredibly cheap on a valuation basis because of location.2009-07-22
DON'T BUYAppleAAPL-Q156.740IPhone has been an incredible success and ahead of analysts expectations. It has become an expensive stock and is a little ahead of itself in valuations. Prefers Research in Motion (RIM-T).2009-07-22
CommentTransalta CorpTA-T20.800Made a hostile bid for the wind farm operator, Canadian Hydro Developers (KHD-T). Probably a good strategic fit for them but the stock will be under pressure. Expect a big debt issue or a fairly dilutive equity issue to pay for it.2009-07-22
BUYEncana CorpECA-T57.650Reporting very soon and it should be a good quarter. Have been selling assets at attractive valuations and hedging their natural gas contracts.2009-07-22
TOP PICKResearch In MotionRIM-T85.870(A Top Pick May 8/08. Down 32.24%.) Doubled in the last 6 months because they have solved a lot of their problems on the consumer product side. Over $3 billion in cash and a lot of growth.2009-05-07
TOP PICKTalisman EnergyTLM-T16.100Bullish on oil long term. This company has been going through a restructuring over the last year and new management has done a good job of cleaning up. Trading at a big discount to its peers.2009-05-07
TOP PICKBarrick GoldABX-T38.550Gold is going to be under a bit of pressure in the next month or 2 but should start to recover later in the year. This company is the global leader in gold and have a lot of great projects but has lacked growth. Has some growth projects coming on in the next few years. Just announced a huge project in Chile/Argentina.2009-05-07
PAST TOP PICKThomson Reuters CorpTRI-T35.080(A Top Pick May 8/08. Down 0.71%.) Have come through the environment and are meeting all their targets on cost cutting and synergies. Concerned on losses because of the financial sector.2009-05-07
PAST TOP PICKGoldcorp IncG-T36.340(A Top Pick May 8/08. Down 1.43%.) Not as positive on this as last year. Incredibly well run. Cautious because of the start up of the new Mexican mine. Any glitches could cause the stock to lag. Treat as a Hold.2009-05-07
BUYViterra IncVT-T8.920Potential acquisition of an Australian grain company could be a fairly good deal. It would allow access to the Asian grain markets. Issuing Subscription receipts for $8 and if you currently hold, it’s an almost can’t lose situation.2009-05-07
HOLDManulife FinancialMFC-T22.180Had a big blip down in Feb/March and it is really going back to be coming more of a steady state industry. Stock was whipsawed because they came close to violating some ratios on some of their products. Ratios are getting back in line.2009-05-07
CommentBaffinland Iron Mines Corp.BIM-T0.455Iron ore resource on Baffin Island. This is a play on the global material cycle. Benefited last year because of the scarcity of the resource. Good management and the mine will get built. Good “long term” investment but can’t see a snap back immediately. Could be a takeover target. 2009-05-07
DON'T BUYKinross GoldK-T19.050Gold could come under pressure over the next month or six if the S&P and global markets start to recover.2009-05-07
CommentHBP NYMEX Oil Bull+ E.T.F.HOU-T6.920More day trading vehicles than anything else. He wouldn’t Buy and Hold as they only guarantee the “daily” performance. It’s levered to be double-weight the performance of oil.2009-05-07
DON'T BUYCanadian Western BankCWB-T14.200Retail bank, so no capital exposure like other banks. Perceived as a growth bank a year or so ago but with the sell-off in oil prices and the slowdown in the Alta and BC economies it is now trading more in line with other Cdn banks. This is buying a recovery in the Alberta housing market and it’s a little too early.2009-05-07
DON'T BUYEli Lilly & Co.LLY-N35.850Pharma is a sector that usually outperforms in times of crisis and in bear markets. They have generally been a good hiding spot. The group will probably lag any uptick in the market. 5.5% dividend.2009-05-07
DON'T BUYDirex Financial Bear 3x E.T.F.FAZ-N5.672Tripled levered on the daily move of the US financial sector. More of a gambling vehicle. More for day trading.2009-05-07
BUYBank of Nova ScotiaBNS-T36.120Becoming a little more favourable to this bank. Has pulled back on concerns of the Mexican market and their emerging market strategy. This has been overly discounted in the share price.2009-05-07
CommentPetro-CanadaPCA-T42.920Positive on the merger with Suncor (SU-T). There will be some growing pains. Integration risks will probably take longer than expected. Suncor is a very good operating company with a somewhat weak balance sheet and Petrocan has some good assets and a good balance sheet.2009-05-07
HOLDTrans Canada CorpTRP-T30.480Pipelines was an area where people where hiding. With market improvement people will be taking money out to put in E & P companies. An extremely well run company with some good areas. Have some start-up issues with last year’s New York City’s Ravenswood acquisition. Expect this will come together and the stock will start performing better towards the end of the year. 5% yield.2009-05-07
BUYPotash Corp of SaskatchewanPOT-T109.770Positive on agriculture. They control the pricing on potash.2009-05-07
CommentAgriumAGU-T52.460Positive on agriculture. Prefers Potash (POT-T).2009-05-07
WATCHCitiGroupC-N3.810There has been a big recovery in the US bank stocks. There are still some risks. There are rumours that they have failed the Stress Test. They also have to raise some capital to survive the environment.2009-05-07
WATCHBank of AmericaBAC-N13.510There has been a big recovery in the US bank stocks. There are still some risks. There are rumours that they have failed the Stress Test. They also have to raise some capital to survive the environment.2009-05-07
BUYEncana CorpECA-T61.320(Market Call Minute.) Market is going to go higher on natural gas and oil in general.2009-05-07
SELLProShare Ultra Financial E.T.F.UYG-N4.180(Market Call Minute.) A levered ETF on financials. Wouldn’t hold it over the longer term but more as a day trade.2009-05-07
SELLOnex CorpOCX-T22.500(Market Call Minute.) Had a big bounce to its NAV and he would hold to look to Sell.2009-05-07
HOLDAppleAAPL-Q129.060(Market Call Minute.) Incredibly strong company.2009-05-07
HOLDFranco-Nevada Corp.FNV-T25.480(Market Call Minute.) A play on the gold sector with an overlay on the oil sector. Looking at gold to be flat or down for next summer.2009-05-07
BUYHewlett-Packard CoHPQ-N29.100Looks really attractive at these levels. Have done a really good job in the last 6 months diversifying away from printers and getting into servers and other service applications. Trying to become the next IBM. Trades at a 2% discount to IBM.2009-03-19
BUYFedExFDX-N45.100If you buy this, you are buying the US economy. Have as good an outlook on the economy as the treasury. CEO was signalling that he is seeing more of the bottom of the market.2009-03-19
CommentAppleAAPL-Q101.620Trading at too much of a premium multiple to Research in Motion (Rim-t) right now. (He has Shorted Apple and gone Long Rim as a pair trade.)2009-03-19
PAST TOP PICKThomson Reuters CorpTRI-T31.950(A Top Pick May 7/08. Down 13%.) Integration and cost cutting of Reuters is going well. Got lumped in with the whole financial crisis selloff. Almost an equal split between legal, educational and healthcare sides. Hoping earnings increase in the next year or so. A Buy. Try to buy on the London exchange (TRIL) as it is trading at about 15% discount.2009-03-19
DON'T BUYHBP Nymex Oil Bear+ ETFHOD-T21.480Becoming more positive on oil market. Starting to see China and the rest of the world expand. With the financial crisis, oil producing companies have dramatically cut CapX budgets so there will be much less supply coming on in the next year or two.2009-03-19
CommentCitiGroupC-N2.600Just announced a reverse split.2009-03-19
CommentGoldman SachsGS-N99.300A fantastic company and likes it long-term. Probably have to raise equity at some point so you have to watch for an equity issue. Just sold his holdings.2009-03-19
CommentGoldcorp IncG-T41.890(A Top Pick May 7/08. Up 11.4%.) Has been trimming in the last few days because of the run-up in gold.2009-03-19
TOP PICKResearch In MotionRIM-T52.260(A Top Pick May 7/08. Down 59.7%.) Bit of a delay in launching their Apps store, which would allow them to compete more against Apple (AAPL-Q). Trading at around 11X earnings vs. Apples 19X-20X. He has done a pair trade shorting Apple and buying Rim.2009-03-19
TOP PICKTalisman EnergyTLM-T13.950Probably one of the best ones to hold any oil space right now. Becoming more positive on oil as a commodity. New management has done a really good job in consolidating positions. Sold some Bakken assets at a great price.2009-03-19
TOP PICKOnex CorpOCX-T14.760Have a pool of funds that they invest for clients. Hasn't really participated in the run-up of the financials right now. Also trading at a big discount to its NAV of $27. Have $4 of cash per share.2009-03-19
DON'T BUYBCE Inc.BCE-T24.650Feels the deal is dead and it is going to be a hard battle to get it back on the table. In the $24 range is probably fairly good value for this right now. In a tough battle with Rogers (RCI.B-T). Has to go through a lot of restructuring. Have to redo their network. CDMA is almost a dead technology and they have to do a rebuild for GMS.2008-12-08
CommentHome DepotHD-N24.250Had a decent bounce off the bottom in the last few weeks. This is because it is a front-end stock. People look for whatever companies will start to bounce when things start to recover.2008-12-08
BUYPotash Corp of SaskatchewanPOT-T76.990Stock sold off because of global slowdown and concerns on corn prices and the whole agriculture boom in China and India. Was a favourite with some of the big US hedge funds, which decided to get out. Oversold. Company feels they can earn $15/$18 US next year so it is trading at extremely low multiples.2008-12-08
BUYToronto DominionTD-T45.500Cdn banks did relatively well to other global banks. Sold off because of concerns of their ratios and where growth is going to come from. This one has exposure to Northeast US as well as having US Ameritrade, which has affected some of their capital ratios. Good growth strategy. Trades at a discount multiple to the other banks.2008-12-08
DON'T BUYCanadian Imperial Bank of CommerceCM-T53.270Have no US retail or US capital markets. Have already written off their bad assets. Seem to be more of a low risk bank now. Has probably had its run.2008-12-08
DON'T BUYCanWest Global Comm.CGS-X0.580Automobiles are the biggest ad spenders globally. At spending is going to come down, it puts a lot of pressure on the stock. Also, conventional TV is in a bit of a slump right now.2008-12-08
BUYAgriumAGU-T33.350Not a pure commodity play. Has some retail. Any concerns on farmers spending less could create problems. Likes it right here. Very cheap.2008-12-08
TOP PICKRogers Communcations (B)RCI.B-T35.030Good defensive large cap play. Also has a bit of growth. Has a great cable franchise in Ontario and Quebec. Also has a good growth platform with the wireless bundles.2008-12-08
TOP PICKWestjet AirlinesWJA-T10.010Sold off dramatically on fears the economy was going to dry up and no one was going to fly again. Doesn't think this will happen. November load factors were strong. There is still a lot of growth. Fuel costs have dropped.2008-12-08
TOP PICKCanadian Natural RsrcsCNQ-T42.200A lot of the senior oil companies in Canada have been crushed. Trading around 4X next year's cash flow. The Horizon oil sands play, which has been a big cap X drag, is just about done. This will add a lot of cash flow.2008-12-08
CommentRoyal BankRY-T37.500Just doing an equity issue at $35.25 and looks like a fairly good discount to the market. Seems to be going quite well. This should be enough to get them through the balance sheet concerns.2008-12-08
CommentYamana Gold Inc.YRI-T6.570This is not a pure gold company. Has a big copper component in one of their South American mines. This has been dragging the stock down. Has also had problems getting some of their mines started up.2008-12-08
BUY on WEAKNESSGoldcorp IncG-T30.300Good management. Some of their operations have had hiccups. Going through a massive startup on at Mexican mine.2008-12-08
PARTIAL BUYGoldman SachsGS-N92.880This is a company that you should own. You will survive this financial turmoil. Has a great backer in Warren Buffett. A long-term hold. Dollar cost average into the stock.2008-10-27
BUYCAE IncCAE-T5.700Have a very good backlog. Great exposure in the flight simulator business to a growing aerospace market.2008-10-27
CommentGeneral ElectricGE-N17.730Stock has sold off in the last few months because of their financial divisions exposure. Also had a very big industrial base. Also one of the better environmental companies. Have a high degree of revenue outside of the US so with the strong US$ margins will be affected.2008-10-27
BUYAecon Group IncARE-T6.190Infrastructure. Great company. Should benefit in this current period. In times of recessions, governments start spending in order to keep jobs. Have been getting the contracts in the last few weeks.2008-10-27
BUYSNC-Lavalin Group Inc.SNC-T26.000More international exposure on infrastructure. Probably a good buy right now.2008-10-27
BUYBank of MontrealBMO-T41.000Dividend yield is at an extremely attractive level now. Most people are saying banks will be able to keep their dividend levels right now. Canadian banks should be a good place to be.2008-10-27
BUYAgriumAGU-T35.000Got caught up in the whole agriculture boom. If you believe the secular trend for global growth is going to emerge, the agricultural companies will come back. Trading at about 5X earnings. Good diversification.2008-10-27
CommentPrecision Drilling Corp.PD.UN-T11.550It seems they are able to keep the distribution currently. Thinks winter drilling will be fine.2008-10-27
TOP PICKPotash Corp of SaskatchewanPOT-T81.800A global leader in the agriculture business. This could be one of the companies that sees earnings growing next year. A lot of the earnings are in US$. Trading at well under 5X next year's earnings.2008-10-27
TOP PICKEncana CorpECA-T51.040Great time for value investors to buy good stocks, put them away and not look at them. Always a risk of being early but if it is a good valuation and you are comfortable with it and you don't need the cash, it is probably a great time to start buying for the longer term.2008-10-27
TOP PICKResearch In MotionRIM-T54.390One of the premier Canadian growth companies. An opportunity to get it much cheaper. Right now it is sitting in the great position of the secular boom of smart phones. Smart phones are growing. Have a lot of new products coming out in the next few months. Trades at about 10X earnings.2008-10-27
DON'T BUYVale S.A.VALE-N10.110Diversified metals. Got caught up in the whole metals/materials boom and has come off hard. Based in Brazil, which has had a huge correction.2008-10-27
TOP PICKWestjet AirlinesWJA-T14.560Perfect anti-oil trade. Good way to hedge your oil exposure. North American airlines have been crushed due to high oil prices. US airlines have been putting up decent numbers over the last few weeks and stocks have started to go up. Signed an interesting deal with Southwest Airlines, which should keep capacity fairly strong.2008-07-22
HOLDShore Gold Inc.SGF-T1.900Diamonds in Saskatchewan. Market has been waiting for a takeover. Great project and a good partner.2008-07-22
HOLDKinross GoldK-T22.640Good senior old company that has a mine in Russia that is starting up now. Cost pressures will hit them in the near term but should be a good stock to hold over the next 6 months.2008-07-22

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