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

Viewing Expert

Allan Meyer , VP & Portfolio Manager

Wickham Investment Counsel


Date Signal Chart Symbol Company Opinion Price
2016-02-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are in a lower growth environment and people are going to have to ratchet their expectations down. The Canadian market has been dramatically affected by the oil price, not only affecting the auto sector, but bank stocks as well. Thinks we are in to a new era where we have a lower growth. We are in an aging demographic where people are saving more. He loves dividend paying stocks. Rather than the volatility, he prefers more of the good old steady Eddie, and dividends are a big focus for him. Likes technology for finding safe value companies, especially in the US.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2016-02-05 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

High-yield ETF Bond Funds such as XHY-T or ZHY-T? These have come under a lot of pressure recently because 20% of these funds are in oil/gas related industries, and there is a lot of concern that these companies are going to fail and not be able to make their payments on their debts. He has not seen any evidence of that. Default rates are not anywhere near high levels. This is an area that could do significantly better if oil prices stabilize.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

They have more and more operations trying to ship LNG out of the West Coast of the US. Nothing wrong with the company. This has been lumped in with the energy sector, so seems to have been hurt by that comparison. Have long “take or pay” contracts, so the operations are very stable. Prefers Inter Pipeline (IPL-T). Great yield of 6.25%.


Price:
$31.700
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-02-05 HOLD Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(Market Call Minute.) Doesn’t know this one very well.


Price:
$11.980
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-02-05 BUY Must be logged in to use chart ARE-T Aecon Group Inc

(Market Call Minute.) Safe and would buy it.


Price:
$14.270
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 BUY Must be logged in to use chart BCE-T BCE Inc.

Just reported and are increasing their dividend. This stock almost fits everybody. Great business and good management. Yield of 4.7%.


Price:
$58.160
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-02-05 BUY Must be logged in to use chart BDT-T Bird Construction Income Fund

(Market Call Minute.) This is engineering and there is going to be more money coming from the federal government into this area.


Price:
$11.950
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

They had said their dividend was safe, and then followed that by cutting it. Based on where we are with current oil prices, they may have to cut the dividend again. At these levels they are barely covering their cash costs, and are not able to spend enough money on maintaining their production to capital expenditures.


Price:
$15.150
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-02-05 COMMENT Must be logged in to use chart CSIQ-Q Canadian Solar Inc.

Solar panel manufacturer. A Canadian company with operations in Canada, but is basically a US company. They get a lot of their product out of China. However, there are a lot of strange cross currents. Very difficult to get information on this company. Very volatile.


Price:
$19.440
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-02-05 PAST TOP PICK Must be logged in to use chart DDC-T Dominion Diamond

(A Top Pick May 14/15. Down 32.85%.) Sold his holdings at $20, so his clients made money.


Price:
$15.650
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-02-05 COMMENT Must be logged in to use chart EMA-T Emera Inc

Ranks well in his program, but so far they haven’t had much earnings growth. Prefers others. Dividend yield of 4.2%.


Price:
$45.960
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-02-05 COMMENT Must be logged in to use chart H-T Hydro One

He stays away from new issues. It’s an area where you have increased risks. There is no history with management or how it is going to react in the market. Doesn’t rank well in his program being in the bottom quartile, partially because it doesn’t have any history.


Price:
$23.120
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-02-05 DON'T BUY Must be logged in to use chart KEL-T Kelt Exploration

Thinks oil is close to a bottom and you can start picking your favourites out, but he would not be buying oil/gas companies right now. We still have an extended period of time, maybe the rest of the year, before we have a sustained movement up. This is not a bad company and has a decent track record, but these companies are not making money.


Price:
$3.750
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-02-05 TOP PICK Must be logged in to use chart LNR-T Linamar Corp

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.


Price:
$52.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(A Top Pick May 14/15. Down 31.18%.) Even though there has been a significant drop in the share price, he doesn’t have a Sell signal from analysts decreasing their earnings estimates. Trading at around 7X earnings and has a very low debt to equity. Still a Buy.


Price:
$45.480
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 136 entries
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