The Days Comments by Experts http://www.stockchase.com Funeral home company. He has 2.6% of shares and is in controversy about strategic alternatives including selling the company, significant dividend increase or share buyback, with management. http://www.stockchase.com/Company-sl--slq-ID-slv-Stewart--Enterprises--Inc.php Long term it is a great business. Near term challenges are a slowing in emerging markets. Pressure on copper and steel prices (Meteorological coal). http://www.stockchase.com/Company-sl--slq-ID-slv-Teck--Resources--Ltd.--(B).php Pretty well publicized problems with a mine. Premium has largely disappeared, but better opportunity would be ABX. Steer clear until they resolve issues. http://www.stockchase.com/Company-sl--slq-ID-slv-Agnico-Eagle--Mines.php UK Banks - Barkley’s and Lloyds: Doesn’t play in that space. Has broader concern with what is going on in Europe. Less worried in last 6-7 weeks but there is more headline risk in the EU. Will have a negative impact on UK banks. http://www.stockchase.com/Company-sl--slq-ID-slv-A--Comment------General--Comments--From--an--Expert.php Royalty on pizza franchise. Pretty safe business. Royalty may grow because of increasing input costs to franchisees. http://www.stockchase.com/Company-sl--slq-ID-slv-Pizza--Pizza--Royalty--Income--Fund.php Gone up a lot but a little tough to step into at this point. Speculation that they may come out with dividend or share buy back, which would be pretty positive. Question is if they can maintain their dominant presence in the hand-held market. http://www.stockchase.com/Company-sl--slq-ID-slv-Apple.php Good business. Shareholders switching from CN to CP. CN trades at a bit of a discount valuation. Good operating history. Will benefit from recovering commodities in Canada. http://www.stockchase.com/Company-sl--slq-ID-slv-Canadian--National--R.R..php Good long-term history but he would not buy it here. Weak gas prices will not continue forever. But would be a buyer here. http://www.stockchase.com/Company-sl--slq-ID-slv-Methanex--Corp.php Great way to gain exposure to global wireless business. Emerging growth in China and India and other emerging markets. Dividend is sustainable plus special last year. In all likelihood you will see that special dividend again this year. http://www.stockchase.com/Company-sl--slq-ID-slv-Vodafone--Group--PLC.php China might buy part of business and stock is up. It is a bet on recovery on airline business. http://www.stockchase.com/Company-sl--slq-ID-slv-Bombardier--Inc--(B).php Dominant player in semiconductor business. Cheap, strong balance sheet, well managed company. Sees growth and they will do well. http://www.stockchase.com/Company-sl--slq-ID-slv-Intel.php Under followed. 90% owned by Maple Leaf Foods who may buy out 10% minority shareholder. New facility will lead to greater volumes over next couple of years. Stable business. Good dividend and will grow significantly. http://www.stockchase.com/Company-sl--slq-ID-slv-Canada--Bread--Co..php Facebook IPO is a catalyst. Will highlight how cheap Google is. Growing social media business. http://www.stockchase.com/Company-sl--slq-ID-slv-Google.php Likes US auto business. Shares were really depressed. Still well below traditional average of sales in US. The US Fleet is old and a replacement cycle is going on. http://www.stockchase.com/Company-sl--slq-ID-slv-Ford--Motor.php Resource stocks. There was a lot of tax selling last year and now there is a recovery of sorts. They haven't gone up too much so they can go up more before the next correction. Future corrections will not be as deep. Thinks companies are quite active in mergers and acquisitions right now. http://www.stockchase.com/Company-sl--slq-ID-slv-A--Comment------General--Comments--From--an--Expert.php Gold. Can't give anything to solid about this company. The story is a bit long in the tooth. Has been going on forever. 4 million is a decent size in ounces but you really want to get 10 nowadays. Not his kind of company. http://www.stockchase.com/Company-sl--slq-ID-slv-Romarco--Minerals.php Not one of the foremost currently in terms of the smaller companies. Much of it is in the western basin, which tends to be deeper. http://www.stockchase.com/Company-sl--slq-ID-slv-UEX--Corp..php Silver. Had a descent after quite a long period, which surprised him. This is number 2 globally and with luck is due to become number 1. Expect it is on its way up for a long term. http://www.stockchase.com/Company-sl--slq-ID-slv-Silver--Wheaton.php Arguably it is the only decent sized base metals company that we have in Canada. Has shown steady progress through from October until the tail end of the year dip but is now working higher. Thinks it will go higher but you have to have firm to strong metal prices. Should be safe. http://www.stockchase.com/Company-sl--slq-ID-slv-Teck--Resources--Ltd.--(B).php Renting tanks that are used for storage of chemicals and fluids. It seems it is better for the producers to use this company. Fabulously large market. Pays a huge dividend. There are doubters who say other companies will simply copy their product. It should continue its success for the time being and will probably double their revenues and production. http://www.stockchase.com/Company-sl--slq-ID-slv-Poseidon--Concepts.php Has always worried him some what being in Turkey. Also has some assets in Latin America. Something negative happened to them in January. Not his kind of territory. http://www.stockchase.com/Company-sl--slq-ID-slv-Eldorado--Gold.php Well worth holding because of its yield situation. Expect it will be solid for you. Boring. http://www.stockchase.com/Company-sl--slq-ID-slv-Transalta--Corp.php Have just announced very high quality grades of gold. Very much open to further proving up. It seems to be extremely exciting. http://www.stockchase.com/Company-sl--slq-ID-slv-Pretium--Resources.php (A Top Pick Feb 1\/11. Down 23.43%.) Colombian oil\/gas stocks tailed off in the correction last year. Probably because they were too promoted. Have a process that they might employ in the fracking area. Thinks it is very solid longer-term. http://www.stockchase.com/Company-sl--slq-ID-slv-Pacific--Rubiales--Energy--Corp..php (A Top Pick Feb 1\/11. Up 57.7%.) Had a 2-for-1 stock split in May\/11. Wonderful family company that does handsets, systems related to communications and have kiosks. http://www.stockchase.com/Company-sl--slq-ID-slv-Glentel--Inc..php (A Top Pick Feb 1\/11. Down 30.96%.) Rare earths. This one has picked up since December. Still likes. Takeover candidate. http://www.stockchase.com/Company-sl--slq-ID-slv-Great--Western--Minerals--Group.php One of many West African names. Wouldn't be his favourite. Just made a startling discovery in a rare earth deposit. Doesn't know whether this would work well and is not quite sure what has gone wrong with this company. http://www.stockchase.com/Company-sl--slq-ID-slv-Iamgold--Corp.php Copper and gold in the Philippines. It has really only started moving again in the last day or 2. Volumes have picked up although they are not enormous. Very credible management. Very long-term development of a very large copper\/gold source that has been known for 30-40 years in dispute, which is now out of the way. http://www.stockchase.com/Company-sl--slq-ID-slv-St.--Augustine--Gold--and--Copper.php Very fine company. You will probably need some patience. You are now waiting for fundamentals to give you good results. Very sharp company. Very news driven which could give you a sharp upturn. http://www.stockchase.com/Company-sl--slq-ID-slv-Wi-Lan--Inc..php Potash in Argentina and Ethiopia. Shallow digging but not much infrastructure. Having got earnings yet. The whole agriculture sector is being cratered. The giants are closing down mines. http://www.stockchase.com/Company-sl--slq-ID-slv-Allana--Potash--Corp.php Not really sure about this one. Has a broken company following it in Montreal. Superb management. Have greatly improved the technology. Not sure that it really works in the marketplace. Competition with cheaper brands. http://www.stockchase.com/Company-sl--slq-ID-slv-Sonomax--Technologies--Inc..php Oil\/gas in Argentina. 24% owned by management and directors. Argentina always worries him a bit because it is a difficult, stormy, strange, political kind of country. It does appear to be a very important shale deposit. http://www.stockchase.com/Company-sl--slq-ID-slv-Americas--Petrogas.php Queen of the oilsands. Difficult situation. There is a lot of anti--oil sands who around. Recent numbers were quite good. Just doesn't know when you are going to get back with high levels for the oilsands. http://www.stockchase.com/Company-sl--slq-ID-slv-Suncor--Energy--Inc.php Very closely aligned with the busy world of fracing. Very much worth holding and its chart looks like it is very capable of turning up. http://www.stockchase.com/Company-sl--slq-ID-slv-Calfrac--Well--Services--Ltd.php There has been a good stirring in the uranium sector. Partly because it hasn't done much but the spot price did move up a couple of weeks ago. This one is bits and pieces of lots of stuff. Very important assets in the milling area in the processing area in the basin. http://www.stockchase.com/Company-sl--slq-ID-slv-Denison--Mines--Corp.php The uncertainty with Maple goes on, extended for another month. He hopes it happens but if it doesn't, is perfectly happy with the admirable management. If this doesn't go through, they could be looking at Australia as well. http://www.stockchase.com/Company-sl--slq-ID-slv-TSX--Group.php REIT. If you believe that Germany is going to continue to be a powerful country and if you believe in the euro dollar, then you can speculate on this rather nicely. Close to 8% yield. $1 billion of assets and the ability to diversify. http://www.stockchase.com/Company-sl--slq-ID-slv-Dundee--International--REIT.php There are lots of reasons why this company should be coming out with lots of good news. http://www.stockchase.com/Company-sl--slq-ID-slv-Research--In--Motion.php Would not be a buyer right now, wait for a pull back, prefers tollbridgers as it is a higher end builder, but he even sold this one a month ago. http://www.stockchase.com/Company-sl--slq-ID-slv-Lennar--Corp..php (Top Pick Feb 4\/11, Down 34.49%) Still quite likes it. http://www.stockchase.com/Company-sl--slq-ID-slv-Norbord--Inc..php (Top Pick Feb 4\/11, Up 6.42% Total Return) Sold a long time ago at a small gain. http://www.stockchase.com/Company-sl--slq-ID-slv-Onex--Corp.php (Top Short Feb 4\/11, Down 33.65% Total Return) He covered a long time ago at a small loss http://www.stockchase.com/Company-sl--slq-ID-slv-Cintas--Corp.php Bought some of this when it pulled back below $18. Would wait for it to pull back again before buying. Great dividend yield support. Recently closed on their acquisition of the Danish storage terminal. http://www.stockchase.com/Company-sl--slq-ID-slv-Inter--Pipeline--Fund.php Likes this one longer-term. Tends to be volatile on economic news because it produces commodities, particularly coal, iron ore and zinc. Would buy it here for a long-term play on China. http://www.stockchase.com/Company-sl--slq-ID-slv-Teck--Resources--Ltd.--(B).php Slightly higher yield than banks in excess of 5%. Own Great West Life (GWO-T) and Investors Group. Great West is arguably the highest quality in terms of conservatism and has been less impacted by market sensitivities than its peers. http://www.stockchase.com/Company-sl--slq-ID-slv-Power--Financial--Corp.php Home retailers have generally not done too well because of the soft housing market. Sells a lot of seasonal products and we haven't had a lot of winter this year. Will likely not be reporting a very strong result. Prefers other areas of the market. http://www.stockchase.com/Company-sl--slq-ID-slv-Rona--Inc.php Has pulled back because of the shutdown of Horizon for some unplanned maintenance. Company hasn't said much about this. They are a great operator and this problem will be resolved. They do have natural gas properties that they could focus on it that environment changed. http://www.stockchase.com/Company-sl--slq-ID-slv-Canadian--Natural--Rsrcs.php Did very well last year as a defensive play as it is a huge consumers’ product company. Has pulled back along with other defensive names. Just reported their quarter and there was some margin pressures. Almost 64% of revenues are from developing markets. http://www.stockchase.com/Company-sl--slq-ID-slv-Unilever--PLC.php This is the one that she would buy if wanting to own one of the Brookfield companies. This has so many operating subs beneath them and may typically hold the majority interest in them. http://www.stockchase.com/Company-sl--slq-ID-slv-Wharf--Holdings.php She is waiting. Demand for uranium has lessened. If you have a long time frame of 10 years plus, it would be a good hold. http://www.stockchase.com/Company-sl--slq-ID-slv-Cameco--Corporation.php Half of this is transportation such as big railcars and a lot of this business is in Europe. Also this tends to be lower margin. The other half is aerospace for business jets and commercial jets. There hasn't been enough C series orders coming through. Like to see more orders coming through. http://www.stockchase.com/Company-sl--slq-ID-slv-Bombardier--Inc--(B).php About 70% of revenue is from outsourcing and 30% is systems integration and project work, which tends to be a bit more cyclical. Outsourcing is very defensive because you typically have long term contracts and very good visibility. Just reported an excellent quarter in bookings. Backlog is over $13 billion. Stock pulled back a little because of fears of weaker orders from US government. Trading at about 12.2X forward earnings. Have consistently brought back stock. http://www.stockchase.com/Company-sl--slq-ID-slv-CGI--Group--(A).php Best run railroad company in North America. Doesn't expect any pressure from Canadian Pacific (CP-T) which will be focusing on internal operating metrics. Expects CN to continue improving their operating ratio, which is currently under 64%. Always increases its dividend. Trading at a discount to CP. http://www.stockchase.com/Company-sl--slq-ID-slv-Canadian--National--R.R..php The Bow in Calgary is essentially almost complete and should have full occupancy by year-end. Save, defensive, high-quality REIT. Over 98% occupancy so has good earnings visibility and she knows that 4.7% distributions will be increasing as occupancy ramps up. http://www.stockchase.com/Company-sl--slq-ID-slv-H-slandsl-R--Real--Estate--Inv--Trust.php (A Top Pick Feb 14\/11. Up 6.05%.) http://www.stockchase.com/Company-sl--slq-ID-slv-Boeing.php (A Top Pick Feb 14\/11. Down 27.24%.) Sold this in December for tax loss. http://www.stockchase.com/Company-sl--slq-ID-slv-General--Motors--Corporation.php (A Top Pick Feb 14\/11. Up 9.04%.) http://www.stockchase.com/Company-sl--slq-ID-slv-Chartwell--Seniors--housing.php