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

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Allan Meyer , Vice President

Wickham Investment Counsel


Date Signal Chart Symbol Company Opinion Price
2015-07-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Thinks we are going to have a slow environment and the market is going to continue to be slow. We probably are in a recession even though the finance minister says we are not. We are going to have growth this year, but it is going to be pretty anemic. You have to ratchet back your expectations. Fortunately the US is strong and is leading the way. The good news is that as our dollar drops, we get to export more. The trouble is that there is a lag effect, so it will take a little while before we see the full benefit of a lower Cdn.$ responding into more exports into the US market. Asset allocation is your single most important idea. Right now fixed income is off the table.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2015-07-22 COMMENT Must be logged in to use chart ABX-T Barrick Gold

He is not a fan of gold. It doesn’t pay a dividend and is more of an emotional item. Supposedly the breakdown in gold is because the Chinese are not buying as much. Also, this company has a lot of debt and are trying to sell off assets.


Price:
$9.590
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-22 COMMENT Must be logged in to use chart BB-T BlackBerry

This makes his list because it doesn’t have excess of debt, but it ranks in the bottom half of all the companies that he looks at. It wouldn’t be on his list of companies that he would be buying. There is no dividend. They seem to be really working hard to surface the value of the company.


Price:
$10.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-22 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Preferred dividends? There was a downward movement in the stock today. They had a conference call with their treasurer to talk about liquidity concerns. Preferred shares would be one of the last places where they would want to cut the dividend. You are protected a little bit, but they could cut those dividends as some point.


Price:
$1.690
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

Great company, but he is staying away energy. It could be quite a while yet. Looking for oil to maintain at around $48.


Price:
$13.770
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-22 COMMENT Must be logged in to use chart CEW-T iShares Equal Weight Bank & Lifeco ETF

Canadian Banks? Has been tempering his love of the Canadian banks through this ETF which holds lifecos as well. Canadian banks have been down this year, but they have great yields on them and are great at cost cutting.


Price:
$10.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of the better companies. Likes what they are doing. Good strong control. Picking up some of the weaker companies. The trouble is, you have low oil prices. Hopefully their hedges last long enough that they don’t have to start worrying about the current prices of oil. They have been able to hold their dividend in. There is a lot of pressure on oil. He is looking for oil to maintain at around $48. He is not a fan of oil and gas.


Price:
$21.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-22 COMMENT Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

This company has been amazing. They have done really, really well. They got the Forzani group. Have spun off the real estate trying to recognize some of the value. Have had a lot of competition over the years but they seem to rise to the top. The only trouble is, they don’t have the dividend yield that the banks have.


Price:
$131.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 PAST TOP PICK Must be logged in to use chart DDC-T Dominion Diamond

(A Top Pick May 14/15. Down 30.11%.) They reported disappointing earnings and the analysts quickly ratcheted down their estimates. Sold his holdings.


Price:
$16.600
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-22 TOP PICK Must be logged in to use chart DH-T DH Corporation

One of the companies that was able to make the transition from the old type of technology. They are now considered more like a financial services tech company. Made an acquisition using the cash they had as well as some debt. Still have a reasonable amount of debt to equity. Still thinks it has momentum behind it. Yield of 3.09%.


Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 COMMENT Must be logged in to use chart DR-T Medical Facilities Corp.

A Canadian listed company with operations only in the US. Earnings are in US dollars. Great yield of almost 8% and very good cash flow.


Price:
$14.210
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 HOLD Must be logged in to use chart GEI-T Gibson Energy

This doesn’t rate very well in his strategies, and yet it is a good dividend payer. You are exposed to the activity in the oil/gas area, not so much the oil/gas prices. If you own, he would be tempted to stay with this even though it rates so low. Doesn’t feel the dividend is going to get cut at this point.


Price:
$19.590
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 COMMENT Must be logged in to use chart HBC-T Hudson Bay Co.

They acquired a German company, and then sold off the real estate for basically the purchase price. He thinks management has been brilliant. They are now introducing some of the Saks stores into the Hudson Bay as well. It ranks in the 1st quartile of his Safety/Value strategy.


Price:
$27.080
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 COMMENT Must be logged in to use chart MFC-T Manulife Financial

He likes this one. You see interest rates go up, this is one of the companies that should do fairly well. Below the market multiple at about 13.5X price to earnings. Dividend yield of about 2.5%.


Price:
$23.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(A Top Pick May 14/15. Up 4.71%.) Is still quite pleased with this. A good performer. They recently did an acquisition of a German company, so they are using up a little bit of their cash hoard. It still rates very, very well. Relatively inexpensive.


Price:
$70.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 64 entries
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