List by Company Name |
List by Symbol |
Notes:Quebec based
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-06 | BUY | Ben Cheng |
(Market Call Minute) stable cable play. Nothing fancy but core earnings 8-11% year in and year out. Tweet finance |
Price: $43.520 Subject: REITS, INCOME STOCKS & HIGH YIELD BONDS Bias: OPTIMISTIC on US ECONOMY Owned: No |
| 2013-04-12 | TOP PICK | James Telfser |
Likes the cable space, not so much the cable business but the higher-margin stuff that they do on the side. Recently made 2 acquisitions in the US. Can see $50 in 12 months. Dividend yield of 2.34%. Tweet finance |
Price: $44.520 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-20 | HOLD | Michael Smedley |
A fine company and there are only so many operating in this business. Tweet finance |
Price: $45.600 Subject: CANADIAN Bias: UNKNOWN Owned: No |
| 2013-02-22 | TOP PICK | Jeff Young |
Cable operator in Ontario and Québec. Has been cheap for a long time. Just did a US cable company acquisition. Had a checkered past with acquisitions. Typically trades at 1.5%-0.5% discount to the group to EBITDA and is currently at the bottom end. Looks like there is some low hanging fruit on their US acquisition. Expects to generate 11% free cash flow over the next few years. 2.44% yield. Tweet finance |
Price: $42.550 Subject: CANADIAN DIVIDEND Bias: BULLISH o n CDN DIVIDEND STOCKS Owned: Yes |
| 2012-12-14 | DON'T BUY | Fabrice Taylor |
There are 2 things with cable companies. They are always run by families and they don’t always have other shareholders interests at heart. Also, more people are not watching TV, but are using iPads or laptops. Not fond of the space. Tweet finance |
Price: $40.900 Subject: NORTH AMERICAN Bias: UNKNOWN Owned: No |
| 2012-10-25 | DON'T BUY | John O'Connell, CFA |
It has been speculated as a potential takeover by Rogers. CCA has stretched their balance sheet now with their latest acquisition. This is a name he would be cautious about and would prefer BCE or maybe Rogers as well as one of his Top Picks. Tweet finance |
Price: $36.400 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: Unknown |
| 2012-08-02 | DON'T BUY | Sandy McIntyre |
Went into an expansion in Portugal that did not work out and now they are into another expansion and the market does not like it. It is not a name with him. Tweet finance |
Price: $35.590 Subject: INCOME INVESTING Bias: SELECTIVE Owned: No |
| 2012-04-24 | PAST TOP PICK | Joey Mack |
(A Top Pick March 21/11.) Has reached its full value. Tweet finance |
Price: $47.900 Subject: FIXED INCOME Bias: OPTIMISTIC Owned: Unknown |
| 2012-01-26 | SELL | Jeff Parent B. Eng. FCSI |
Broke down about the $50 mark. Several days in series going down. You have to sell this right now. Could easily go down to $1.93. Entry point may be at $45.00 Tweet finance |
Price: $47.750 Subject: TECHNICAL ANALYSIS Bias: BULLISH Owned: Unknown |
| 2012-01-09 | PAST TOP PICK | Joey Mack |
(A Top Pick Mar 21/11. Up 9.4%.) Tweet finance |
Price: $53.480 Subject: FIXED INCOME Bias: UNKNOWN Owned: Unknown |
| 2011-09-09 | PAST TOP PICK | Irwin Michael, B.Com, MBA |
(A Top Pick Oct 1/10. Up 27.23%.) Tweet finance |
Price: $45.650 Subject: VALUE Bias: SELECTIVE Owned: Unknown |
| 2011-07-26 | PAST TOP PICK | Michael Sprung |
(Top Pick July 28/10, Up 38.19%) Sold after quite a run in a short period of time. It was above what he felt it was worth. Wouldn’t buy it here. It would have to pull back substantially. Tweet finance |
Price: $47.000 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: No |
| 2011-04-27 | PAST TOP PICK | Irwin Michael, B.Com, MBA |
(A Top Pick Oct 1/10. Up 24.67%) Sold his holdings in January. Tweet finance |
Price: $45.060 Subject: VALUE Bias: BULLISH on OIL & GAS Owned: No |
| 2011-03-21 | TOP PICK | Joey Mack |
Cogeco Cable Inc Bond 5.15% 16-Nov-2020. Exposure in Portugal is starting to turn around. Trading a little below par. Triple B Rating. Tweet finance |
Price: $42.880 Subject: BONDS Bias: OPTIMISTIC Owned: Yes |
| 2010-10-05 | PAST TOP PICK | Colin Stewart |
(A Top Pick Oct 8/09. Up 18.41%.) Still likes. Tweet finance |
Price: $36.900 Subject: LONG-SHORT STRATEGIES Bias: CAUTIOUS Owned: Yes |