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Compiling comments that experts make about stocks while on public TV.

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Brian Acker, CA , Chief Executive Officer, President and Chief Inves

Acker Finley Inc.

Address
181 University Ave
Suite 1316
Toronto, ON
M5H 3M7

Contact Info
Telephone: 1 (416) 777-9005
Toll Free: 1 (888) 514-9136
Fax: 1 (416) 777-2096
Email:
Website: http://www.ackerfinley.com

Investment Style:
Region: North American
Large Cap, value
using quantitative analysis


Date Signal Chart Symbol Company Opinion Price
2014-03-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are just in the early innings of a US$ bull. There have been 2 bull markets in the US$, one in the Reagan administration and one in the Clinton administration. The one in the Reagan’s administration almost doubled against a basket of securities. The Clinton administration’s only went up about 40%-50%. He sees a bull market coming that is more along the lines of the Reagan’s administration. Energy independence will be a huge topic. Thinks the US is going to get their act in gear after 10 years of misadventure abroad and foreign-policy. They will economically lead the world again. He has a skew towards larger cap stocks. The top 100 in the S&P 500 are undervalued. Following the 1990-1991 recession, we saw money flows over the world coming into the S&P 500. There was a large cap rally from about 1992-1993 to about 1999.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-03-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Model Prices. For Brian’s model prices go to Google and type in “model price guy” and you’ll get his blog. His Facebook has 2000 companies listed where he gives his model price calculation (Fair Market Value) along with parallel lines which are called EBV (Economic Book Value) lines. These come straight from the balance sheet. Whenever there is a positive transit of these lines, it means the fundamentals are improving. A negative transit means fundamentals are getting negative. Usually the market responds before the fundamentals are known to the analysts or to the Street.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-03-26 BUY on WEAKNESS Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Fundamentals on the stock keep improving. A roll up story, taking their business model around the world. His model price is $96.51, a 6% upside. If it hits the consensus earnings number for April 2014-2015, he has a price of $105 and a model price of $117. Good growth story. If you can get it at $86, it will be good for your portfolio.


Price:
$89.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-26 COMMENT Must be logged in to use chart BAC-N Bank of America

Keep in mind that at the beginning of the year, both this and Citigroup (C-N) popped up above his last line, which was EBV (Economic Book Value) negative 3, which he would call an investment strategy “coming out of the blue”. This signifies that finally the market is attaching some credibility to the balance sheet and the numbers that both of these banks are providing to the market. He has a model price of $20.50, which is a 19% upside.


Price:
$17.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-26 BUY on WEAKNESS Must be logged in to use chart BAD-T Badger Daylighting

This stock has earnings momentum which is important. Last week there was a positive breakout on one of his EBV (Economic Book Value) lines. He’d love to see it pull back down to the $35-$40 level and let the fundamentals catch-up to the stock of little bit. (He’ll have a blog posted on his site in the next week or so.)


Price:
$40.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-26 COMMENT Must be logged in to use chart BB-T BlackBerry

Quite a bit of good news has already been priced in. Friday morning’s conference call on earnings is going to be very important. Everybody is going to be looking at it for signs of a turnaround. They want to make sure that the “cash bleed” has stopped and maybe the company will be cash flow positive. If this doesn’t turn out well, he expects the stock will drop to the $7.60 US level and will hold there for a while.


Price:
$10.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-26 BUY Must be logged in to use chart BMO-T Bank of Montreal

Likes this. Earnings continue to increase. Dividend yield of 4%. Model price calculation of $85.87, a 16% upside. Likes the banks here. They all have double digits in terms of upsides to model price. He would buy this in US$’s.


Price:
$73.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-26 HOLD Must be logged in to use chart BNK-T Bankers Petroleum

He has a model price of $12.40 which is a 130% upside. There has been a positive move in the stock and he has had a positive transit of one of his EBV (Economic Book Value) lines, which is very positive. It will probably hold here for a while, but energy stocks are starting to have some action in them.


Price:
$5.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-26 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

His model price is $51.72, a 15% upside. Has a dividend of $2.64 and it might earn $2.38, so they pay out everything that they have. If it could come back to $36, that would be his Buy level.


Price:
$44.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-26 PAST TOP PICK Must be logged in to use chart C-N CitiGroup

(A Top Pick May 31/13. Down 4.12%.) The good news is that this continues to hang around here. We will get to hear what the fed has to say after the market closes tonight. Model price is $62, 24% above.


Price:
$50.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-26 COMMENT Must be logged in to use chart COS-T Canadian Oil Sands

We are starting to get movement in the energy patch, especially in Canada. His model price is $38.11, a 70% upside. 6.25% dividend yield.


Price:
$22.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-26 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

There are a group of these energy names that pay a distribution way above what they are earning. His model price is $31.42, a negative 21%. They pay a distribution of $2.76. Investors look at 6.78%, but mean estimates in terms of earnings, is $1 and next year it is $0.95. What it means is that they are paying out their capital to investors. Overvalued.


Price:
$40.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-26 PAST TOP PICK Must be logged in to use chart CSCO-Q Cisco

(A Top Pick May 31/13. Down 4.88%.) If this goes lower, he will continue to Buy. The main issue, over the last year is that the market shunned value companies. They went for growth and momentum. This hasn’t had much market movement, but that means there is more value in it. This is still registering a 64% upside. 3.3% yield.


Price:
$22.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-26 DON'T BUY Must be logged in to use chart CSU-T Constellation Software Inc.

This is a growth/momentum name and is still above his model price of $220. This is a 16% downside. On any dip, it would be of interest to him but too expensive right here.


Price:
$262.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-26 TOP PICK Must be logged in to use chart CVX-N Chevron Texaco

(A Top Pick May 31/13. Down 1.4%.) Oils are starting to move in Canada, but not in the US. Money is going to the smaller cap names. He sees an upside of about $168, a 41% upside. Everyone hates big oil. Lots of value, but you have to be patient. Yield of 3.39%.


Price:
$117.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 3,153 entries
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