List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-13 | VAGUE | Andy Nasr |
60% of the value is priced into the current shares, so he's been trimming back. But a very good stock over the next few years. Tweet finance |
Price: $48.970 Subject: NORTH AMERICAN DIVIDENDS Bias: UNKNOWN Owned: Yes |
| 2013-04-24 | COMMENT | Rob McConnachie |
Pipelines are a very good business in Canada. Highly regulated so profits are almost “baked in the cake“ when they take on some projects. Thinks the Keystone pipeline will go through, which would be positive development for Canada. Tweet finance |
Price: $49.930 Subject: NORTH AMERICAN DIVIDENDS Bias: BULLISH on US MARKET Owned: Unknown |
| 2013-03-27 | DON'T BUY | Don Lato |
Just got a favourable ruling from the national energy board. Has done reasonably well but this is because of people looking for yield. He can’t justify paying 18 or 19 times earnings for a company that doesn’t have a lot of growth. Tweet finance |
Price: $48.830 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-21 | SELL ON STRENGTH | Michael Decter |
TRP has had a huge run and keystone may not be approved. TRP is fine with or without it but market may take it poorly. There is a virtue in taking profit and diversifying it may be a good idea. Tweet finance |
Price: $49.670 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-03-19 | DON'T BUY | John Wilson |
Keystone XL has been hung up in the US political process. Very difficult to call. His guess is that it ultimately goes through because it makes sense. Even when it gets approved, it is going to take a while to have it come on line. Stock has been a fairly stable way to offer yield but he finds the stock expensive here relative to its growth potential. Tweet finance |
Price: $49.490 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-03-19 | SELL ON STRENGTH | Michael Sprung |
He only has a small bit left but would be tempted to take a profit here. You are buying a company at over 2 times book value. Dividend is only 3.7%. It has had a great run but it frightens him. Approval of XL pipeline is built in to the price. If XL does not go through the stock could jump back. Tweet finance |
Price: $49.490 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-03-15 | TOP PICK | Randy LeClair |
Preferred D series 4%. A rate reset and a recent new issue. Possibly callable in April 2019 or it may get reset at 238 basis points of either the 5 year Canada or it can float above the BA rate at 238 basis points. Current yield of 3.91%. Yield-to-call (2019) is 3.56%. Tweet finance |
Price: $48.890 Subject: FIXED INCOME Bias: BULLISH Owned: Yes |
| 2013-03-01 | COMMENT | Hap (Robert) Sneddon FCSI |
Chart shows a steady uptrend from 2010. On a shorter-term basis, there’s no reason not to hold this one. A small breakout in the last few weeks is pretty positive. Tweet finance |
Price: $47.900 Subject: TECHNICAL ANALYSIS & MACRO STRATEGY Bias: CAUTIOUS Owned: Unknown |
| 2013-02-21 | BUY | Fabrice Taylor |
There is a revolution happening in North American energy production and they are finding oil everywhere. We have a problem in that the pipelines are all going in the wrong direction. Feels you can buy this one and Hold it. Pays a nice dividend. Nice, long-term play. Tweet finance |
Price: $47.100 Subject: NORTH AMERICAN Bias: OPTIMISTIC Owned: Yes |
| 2013-02-08 | PARTIAL SELL | Rick Stuchberry |
Taking a little profit off may not be a bad idea. If they get some of their pipeline approvals they may have to finance it. You could buy some back on dips. Tweet finance |
Price: $48.730 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: BULL on GLOBAL GROWTH Owned: No |
| 2013-01-31 | HOLD | Norman Levine |
Dollar pull backs on stocks is normal course. He likes it but it is pretty fully priced and has priced in keystone, which is not a sure thing, so it is due for a pull back here. At the end of March, Obama is scheduled to say Yea or Nay. Tweet finance |
Price: $47.210 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-01-30 | PAST TOP PICK | Bruce Campbell |
(Top Pick Feb 06/12, Up 21.35%) Getting pretty fully valued, but he likes it as a value place in markets. 4% yield and some growth over next 5 years. Keystone is important over the next little while. Thinks there is a couple of dollars left in it. Tweet finance |
Price: $48.170 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-01-29 | HOLD | Nick Majendie |
Had a huge move of late. Likes the outlook for it very much. Waiting for the Keystone decision. Have a huge capital expenditure program on their plate. Wouldn’t be buying it at these levels. His target price is in the very low $50’s. Tweet finance |
Price: $48.750 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-01-28 | DON'T BUY | Brian Acker, CA |
$37.34 model, -23% from closing price. He finds all utilities expensive here. If we get a great rotation from bonds into equities, this group will be hurt. Tweet finance |
Price: $49.320 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Unknown |
| 2013-01-24 | BUY on WEAKNESS | Hap (Robert) Sneddon FCSI |
He just divested the other day for no other reasons than he had a lot of profit. He wanted to protect against a gap recently. Thinks this is a good long term name but he thinks he can get it back cheaper: $43-$45 Tweet finance |
Price: $48.930 Subject: TECHNICAL ANALYSIS Bias: SELECTIVE Owned: No |