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

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Hank Cunningham of Blackmont Capital

Opinions from Hank Cunningham

TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Canadian Housing Trust Dec 15/12. 4.55% and yield to maturity 3.9%. - 100% guaranteed by the government of Canada. Trades 48 basis points above the equivalent rate of the Govt of Canada. 2008-07-21
TOP PICKTelus CorpT-T40.0805.95% bond maturing Apr 15/15. 200 basis points above Canada’s and are investment grade. Issued after all the kafuffle about the Bell debentures so there were a couple of corporate issues with 2 provisos. If there’s a change of control and/or the investment falls below investment grade the company must buy these back at 101.2008-07-21
TOP PICKCalloway REITCWT.UN-T18.8106.65% convertible bond maturing June 30/13. Trust massacre in Oct/06 left a lot of trust convertibles in no man’s land. Good quality. Convertibles rank ahead of the units themselves giving a whole level of protection from the distributions. Units would have to go to zero before bondholders had to worry about their interest. 2008-07-21
CommentA Comment -- General Comments From an ExpertA Commentary0.020Investing in bonds through an Indexed Bond Fund or Actively Managed Fund? – ETF’s ar your best bet. They are exchange traded with modest expense ratios.2008-07-21
CommentA Comment -- General Comments From an ExpertA Commentary0.020Long Term Bonds: - Technically in a bear trend right now, but won’t sell of very much because we are at a time when inflation scares will be behind us fairly soon. Probably a good Buy right here. 2008-07-21
CommentA Comment -- General Comments From an ExpertA Commentary0.020GE Capital Bond due June 10/0: - A triple A rated security so wouldn’t have any concerns on this. GE is a massive company with massive resources and has no dent in their armour yet that has made anyone nervous. 2008-07-21
BUYiUnits Real Return Bond E.T.F.XRB-T20.440Likes real return bonds and there should be a little included in your fixed income portfolio. Because taxation they should be in your RRSP account. Yielding about 1.56% right now. Fund mimics the real return index of the DEX universe so it tracks the passive index fund that is invested in the various real return bonds. 2008-07-21
CommentA Comment -- General Comments From an ExpertA Commentary0.020Bank Perpetual Preferred Shares: - Doesn’t like perpetual preferreds and would never buy them in the 1st place. Have been suffering along with the long term bond prices. If you own, not sure that he would sell them.2008-07-21
BUYClaymore 1-5 yr Government Bond E.T.F.CLF-T20.080A laddered bond fund. This is the only one that is publicly available. Mimics the DEX ladder. Invests in Federal and provincial Government maturities and buckets of 1, 2, 3, 4 and 5 maturities at a very low MER of 15 basis points. Payout is around 4.1%.2008-07-21
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Canadian housing trust 4-year- 100% guaranteed by the government of Canada, thus are AAA securities. Trading 55-60 full basis points higher than the same maturity level government of Canada bonds. Very, very cheap for retail investors to buy.2008-03-14
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Bell Canada 4-year bonds- Good maturity and an attractive bond. Yielding about 350 basis points over Canada’s, which makes them 6.35%. Bell is not going to go out of business, so these are very attractive for part of your portfolio. An above average turnover for a company that’s going to stick around. 2008-03-14
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Harvest energy Bonds, 7.25-year- Trading at very attractive yields to maturity. These are all energy related companies with very strong cash flows/balance sheets. The interest payments of these debentures come before the unit distributions, therefore these bonds are very safe. A very attractive bond to hold until maturity. 2008-03-14
DON'T BUYA Comment -- General Comments From an ExpertA Commentary0.020Major bank stocks- Far to early to become involved with these stocks. We haven’t seen the tip of the iceberg yet. Dividends aren’t in any particular difficulty. Preferreds are good right now because interest rates are falling, and there are very good quality bonds. 2008-03-14
BUYIGM Financial Inc.IGM-T41.900Largest mutual fund company in Canada. Very good financial company, very strong. Business is growing, they have a few bonds outstanding but they don’t trade very often. 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020When the American housing market turns around, there will be an avalanche of money going back into equities from the massive pile-up of money in very liquid T-bills. Stocks are getting very, very cheap, so when the catalyst occurs the financials will snap back incredibly fast. 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Convertible Bonds- We like a lot of the convertible bonds that were issued by the income trust. They have been left alone and have very good value. 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Laddering a Portfolio- A fool-proof strategy, You can beat ¾ of Canada’s professional fund managers by using this approach. It takes the guess-work out of interest rates by spreading your money out. An example of implementing this strategy involves dividing a lump sum of money into 10 pieces, and investing in 1-year through to 10-year bonds. Then as the bonds mature from year to year, continue investing in additional 10 years bonds, so that your portfolio constantly has a 10 year diversity.2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020There’s not much more upside left in the bond market. The yield curve is very steep, which means there will be a very snappy recovery and you should not be in the long end of the market. 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Convertible Bonds- We like a lot of the convertible bonds that were issued by the income trust. They have been left alone and have very good value. 2008-03-14
PAST TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Shaw Bonds- (Top pick. July 4, 2007.) Mature December 2017. An improving credit. For several years their cash flow and profitability had been rising. We still recommend them.2008-03-14
PAST TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Telus Bonds (Top pick. July 4, 2007.) Mature March 2012. Telus has a good credit rating. Telus is likely to have to raise a lot of money through equity and debt in the near future. Still likes them very much2008-03-14
PAST TOP PICKA Comment -- General Comments From an ExpertA Commentary0.0203.75 Canadian government- (Top pick. July 4, 2007.) Mature June first 2009. The short term curve of this bond is going to steepen more, and the short term rates are going to go down more, so these have more upside in price, but limited. 2008-03-14
VAGUEA Comment -- General Comments From an ExpertA Commentary0.020ISHARES- Very good investment for those retail investors who don’t have an advisor to help them pick individual bonds. ETFs are better than mutual funds because they charge a very small management expense ratio. Likes the short term XSB (on the TSX) and the XRB (real return fund). These are a good combination for investors to buy now. 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Safety on Market Funds- Your far better off buying individual T-Bills with your short term money than any money mark funds. 2008-03-14
SELLA Comment -- General Comments From an ExpertA Commentary0.020GMAC high yield bonds- Don’t like these bonds. Company has serious problems ahead. Buy the common shares if you think GMAC is worth investing in. Take your money and run from these bonds. 2008-03-14
WEAK BUYA Comment -- General Comments From an ExpertA Commentary0.020GoC 30-year bonds- They’ve been in a bull market, with a lot of jerking around lately, but it looks like the long term has more room to run. Be more cautious as the yield curve gets steeper. Right now they look OK for further capital bonds. 2008-03-14
BUYA Comment -- General Comments From an ExpertA Commentary0.020Real return bonds- Now is a good time to buy. In this climate there is great potential for markets to turn around, so be cautious about bonds.2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Inflation and bond prices- Very low risk of inflation. This danger is not close yet, but there is a real possibility. 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Interest rate risk- It’s very challenging to predict when and by how much interest rates will change. Interest rates have got a long way further to fall. Pay very close attention to the U.S housing market to get an idea of when the interest rate may change. Borrow money in U.S dollars not Canadian dollars (bearish on U.S $) 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Holding Strategy bonds- Like the shorter maturities right now. You can make money in short term bonds. 2008-03-14
CommentA Comment -- General Comments From an ExpertA Commentary0.020Sub-primes - There will be more fallout. They have to figure out what these assets are and what their value is. $1.5 trillion is outstanding and $300 billion is going to be written off. These over collateralized obligations are going to be significantly underwater. This is just the sub primes of the CDO’s themselves and then you go to the leveraged loans, which is the next problem. There are some serious write-downs yet to occur.2007-10-02
CommentA Comment -- General Comments From an ExpertA Commentary0.020Bankers’ acceptances - These are promissory notes that a small corporation issues to raise short-term money. They can't do it through the money market so they go to a bank who, for a fee, stamps it and the stamp signifies that it is 100% guaranteed by the bank. Very liquid and trade every day. Very safe investment.2007-10-02
CommentA Comment -- General Comments From an ExpertA Commentary0.020Canadian $ - He and it would be imprudent to change currency into the US at this time.2007-10-02
CommentA Comment -- General Comments From an ExpertA Commentary0.020Provincial Bonds - Have a very stable yield spread from Government of Canada's. Every province now has a surplus. If you are biting government bonds, by provincial rather than Canadian, which gives you a better year low.2007-10-02
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Molson Coors 5% bonds maturing Sept 22/15. Pays 5.5% at the current price of $96.86. Since the merger, their balance sheets have strengthened considerably and their net free cash flow has tripled.2007-10-02
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Advantage Energy convertibles. 8% coupon maturing Dec 31/11. His view is that natural gas side is due for a rebound in the next couple of years.2007-10-02
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.020Bell 5% maturing Feb 15/17. At the present price of $85.34, it is paying 7.17%. Mildly speculative.2007-10-02
DON'T BUYA Comment -- General Comments From an ExpertA Commentary0.020Bond Funds - You should not buy any bond funds because you are paying too high a management fee for uncertain performance. You don't know what the fund is going to be worth on a year-to-year basis because fund managers extend terms and shorten terms.2007-10-02
SELLA Comment -- General Comments From an ExpertA Commentary0.020Bank of Montreal bond maturing January 2010 and paying 7% is a very short-term bond and it will amortize downwards back to par. Very little chance of a capital gain here.2007-10-02
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.0205.7% Shaw bonds maturing Mar 12/17 yielding 6.50%. Shaw is continuing to improve its business.2007-07-04
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.0204.5% Telus bonds maturing Mar 3/12 yielding 5.78%. Likes the sector and the company.2007-07-04
TOP PICKA Comment -- General Comments From an ExpertA Commentary0.0203.75% Canadian government bonds maturing Jun 1/09 and yielding 4.59%.2007-07-04
BUYiUnits Cnd Bond Market. E.T.F.XBB-T29.580Mimics the Scotia Capital Universe Bond Index, so when you buy this, you are buying the bond market. The fees are only .3%. Has an average turnover of about 10 years, duration about 7 with a yield of about 4.25% and the trailing 12-month performance is close to 6%.2006-12-11
TOP PICKATS AutomationATA-T10.890(A Top Pick Oct 31/05. Down 15.4%.) Still likes. Likes their subsidiary Photowatt International, which is in the solar power business. Will be spinning off a portion of this as an IPO.2006-12-11
TOP PICKATS AutomationATA-T12.880Likes their solo energy subsidiary, Photowatt. They are booked to spin off part of it in an IPO. A very exciting area to be in. Upside potential is very attractive.2006-10-31
PAST TOP PICKLionOre Mining InternationalLIM-T9.470(A Top Pick Jun 28/06. Up 53.8%.) Sold it on the way up. A good, long-term investment. One of the few independent nickel companies left standing.2006-10-31
TOP PICKLionOre Mining InternationalLIM-T5.980With all the mergers and takeovers, it will probably be the largest independent nickel producer left standing. A believer in the long-term commodity cycle. Nickel is one of the things that are in strong demand in Asia. Would be a good buy at five dollars.2006-06-28
TOP PICKLionOre Mining InternationalLIM-T4.790Likes the nickel prospects long-term. He's in this for the long haul. Gaining international exposure. It will be one of the few nickel plays left standing after all the mergers and acquisitions. Had a disappointing third-quarter because of currency and production problems.2005-12-20
BUYiUnits Cnd Bond Market. E.T.F.XBB-T29.520Represents the entire bond market. A real proxy for the bond market. His outlook is for falling rates in the first-half of 2006.2005-12-20
TOP PICKLionOre Mining InternationalLIM-T6.120Believes in the long term resources. This one is a pure nickel play. Feels we are in the 2nd wave of a 5 wave move. Long term hold.2005-08-19
BUYiUnits Cnd Bond Market. E.T.F.XBB-T29.790The fees are only .3 a year. This mimics the Scotia McLeod Universe index, so you're buying the bond market when you buy units in this. It has a composite of all maturities and all credits, so you're buying the bond market.2005-08-19
TOP PICKLionOre Mining InternationalLIM-T6.850A pure nickel play. A believer in the long term commodity play and this is as pure a nickel play as you can get. Likes the management and the sponsorship. Hold for the next 3/5 years.2005-06-16
STRONG BUYiUnits Cnd Bond Market. E.T.F.XBB-T29.680Terrific vehicle for a retail investor who wants to get into bonds. You are only paying .03 a year and they pay out quarterly distributions of income.2005-06-16

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