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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
2015-05-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He runs conservative money for balanced portfolios.  He focuses on a safety and value strategy.  He is cautious because it is 6 years onto the bull market without corrections.  He can justify current multiples on the market.  Stay the course.  He does not let his clients get out at the wrong time.  If you can’t handle a 10% drop you should not be in the market.  He sees increases in interest rates led out of the US.  Canada might be slow to react due to oil prices.  He is comfortable having more money into stocks at this point and he is getting out of bonds.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2015-05-14 DON'T BUY Must be logged in to use chart AC-T Air Canada (B)

It looks cheap on a price earnings basis.  You would think they benefit from low oil prices, but it simply does not rate in his rating system.  You can never talk him into holding an airline stock.  He does hold WJA-T, however and it has been a good investment.


Price:
$12.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-05-14 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

It is a wonderful company.  There are no problems with the operations.  They have some of the smartest people working there.  Recent declines were based on problems in Brazil.  He would not get scared out of it.  He prefers OCX-T.  And he holds the infrastructure company of Brookfield. 


Price:
$43.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-05-14 SELL Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He is not a fan.  It does not make the grade.  They have some significant problems.  They are trying everything to deal with it.  You may want to pare up selling it with some gains for tax reasons. 


Price:
$2.680
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-14 WEAK BUY Must be logged in to use chart BCE-T BCE Inc.

A good 5% dividend. Prefers BPF.UN-T.


Price:
$53.240
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-14 BUY Must be logged in to use chart BPF.UN-T Boston Pizza Royalties

He is very comfortable with it and has a yield over 6.5%. 


Price:
$21.650
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-14 DON'T BUY Must be logged in to use chart CCR.UN-T CCS Income Trust

It is a single facility real estate company, holding the land for Safeway stores.  A good yield and can be tax efficient.  He sees higher rates coming and even though they are doing all the right things, there will be some headwinds they have to face.


Price:
$45.990
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-14 BUY Must be logged in to use chart CLS-T Celestica Inc

He is not surprised they are doing a share buyback.  It is inexpensive.  They have no debt.  It is one of these show-me stocks and he won’t get rid of them until they disappoint.


Price:
$15.190
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 BUY Must be logged in to use chart CNR-T Canadian National R.R.

Railways are great ways of playing the general recovery in the economy.  With oil prices dropping they are not shipping as much oil by rail.  He likes management at CP-T a little more.  As long as you have a positive view on the economy he would be comfortable in either names but prefers CP-T.


Price:
$73.570
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-05-14 DON'T BUY Must be logged in to use chart COS-T Canadian Oil Sands

He got out of it because the lower oil price would hurt it.  The dividend cut was needed to keep the balance sheet intact.  Longer term you will be fine. 


Price:
$11.090
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-05-14 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of the best managed companies out there.  They do a recycle ratio that is very good (money put into the ground and oil coming back out).  He likes it and has a bit in some accounts.


Price:
$29.430
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK Must be logged in to use chart DDC-T Dominion Diamond

It is now a pure mining company after they sold off Harry Winston.  It has a dividend, but trades above book value.  He expects about 12 times forward earrings.  Analysts are revising their estimates up.  So now we are seeing a lower multiple.  They are having a great production run. 


Price:
$23.750
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 BUY Must be logged in to use chart ESL-T Enghouse Systems

No debt.  A small dividend, but they surprise analysts on the upside. 


Price:
$52.130
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-14 BUY Must be logged in to use chart GEI-T Gibson Energy

He likes the fundamentals of the company.  They are more involved with transportation and storage of oil from the oil sands. 


Price:
$24.440
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 BUY Must be logged in to use chart HCG-T Home Capital Group

Great company, very, very efficient in the way they use their money.  They are so well financed so if there is a drop in home prices they will still be okay.  It is a decent entry point here.


Price:
$43.010
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 41 entries
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