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

Expert Index

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Jim Huang , President

T.I.P. Wealth Management

Address
120 Adelaide Street West
Suite 2400, P.O. Box 23
Toronto, ON
M5H 1T1

Contact Info
Telephone: 1(416)304-6825
Toll Free: 1(416)628-3769
Email:


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. Thinks 2015 has had a positive beginning. The US has been hitting records every other day, but has been feeling a lot choppier than one would have thought, but he thinks this is normal. A lot of stocks are trading at higher elevated multiples, so you need to be more selective in this market. Things are getting better in the US with lower unemployment, etc. He fully expects a snap back and earnings will get better, especially with the retreat of the US$.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2015-05-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. The recovery from the low $40 to the $60 was faster than what he had thought it would be. He had fully believed that we would reach $60 by the end of the year and we have done that already. We are starting to hear talk of US shale drillers coming back and spending more money now, now that they can hedge prices at the $60 level. Unfortunately, that will keep the oil range bound between $60 and $70 for the next couple of years, until the global demand really starts booming again.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2015-05-14 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

1st quarter numbers were not as bad as the street expected, which is why we are seeing an upsurge. Seasonally they should be coming into a stronger quarter. They also expect to close some acquisitions. The issue he has is that it is still trading at too high a multiple. 44% of their earnings come out of Western Canada, mostly Alberta, and we are unlikely to see $100 oil in the next few years, so he thinks the pace of acquisitions has to slow down and they have to get more profit out of each store.


Price:
$45.750
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-05-14 COMMENT Must be logged in to use chart AVGO-Q A|vago Technologies

They basically supply line filters to a lot of products including the iPhone. Have done a couple of big acquisitions. Trading at 15X PE which is a good multiple in the space. They have a lot of room to run.


Price:
$126.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 COMMENT Must be logged in to use chart BAC-N Bank of America

To get a lot of growth out of the banks, we need interest rates to go up. Unfortunately, even if the Fed starts raising rates, he believes it will be gradual, so the margins won’t be improving all that much. Meanwhile the domestic recovery in the US has been slower than everybody had expected. Hopefully we are reaching the end of the penalties and fines. This is one of the cheaper names, and when the economy does get rolling it will have a lot of torque. Still somewhat premature.


Price:
$16.520
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-05-14 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

You can think of this as a mini Berkshire Hathaway. Focused primarily on asset management, tangible assets and have done very well as far as growing shareholder value and being opportunistic in getting to the areas. Not an easy company to analyse. If you own, continue to stick with it as you will do well over the long-term.


Price:
$43.690
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

In a bit of a transition. They have been trying to market their C series more efficient jets. It is a better mouse trap, but they are up against stiff competition and are still struggling to get the C series going. Thinks the company will be okay, but will depend on the success of the C series.


Price:
$2.680
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-05-14 COMMENT Must be logged in to use chart BNK-T Bankers Petroleum

One of his favourite oil names. Operating in Albania and Europe, so are exposed to Brent pricing. Have done a good job of controlling the resources and consolidating their operations and making more money out of every barrel they produce. At a $50 oil price, they pretty much can’t grow, but can still maintain production. Believes oil prices will gradually recover to $65-$70 by the end of the year and these guys will be able to restart their engine and grow again.


Price:
$3.160
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2015-05-14 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

One of the most international banks in the Canadian group. They are in Mexico, South America, the Caribbean and a little bit in Asia. That should help them generate more growth than the pure Canadian banks. On the flipside, they also face some challenges in the jurisdictions. On the whole, he feels they provide a higher earning power and growth over the long-term. This is a core name that you should have in your portfolio.


Price:
$65.170
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 COMMENT Must be logged in to use chart CSX-N CSX Corp

The railway sector has done very, very well over the last 10 years. They are getting more market share from trucks, and the shipment of coal and oil has greatly benefited them. Right now they are in a bit of a tough spot given the stock has run up quite a bit and that coal is under threat from oversupply and oil shipments are down. Doesn’t expect there will be much growth this year. He would like to see it trading down more before he got interested.


Price:
$34.900
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-05-14 COMMENT Must be logged in to use chart CVE-T Cenovus Energy

One of the better asset based, especially on the SAGD oil side. Breakeven point is more like $65 rather than $80. Their issue earlier in the year was that they were over levered with the commitment to the capital expenditure. The big equity issue fixed that problem, so they have a good clear line to having this built. However, it is one of the more expensive names with the uncertainty that is going on in Alberta; the potential royalty review and potential emission charge increase.


Price:
$20.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2015-05-14 HOLD Must be logged in to use chart DOL-T Dollarama Inc.

The good thing is that the dollar store theme is not saturated yet in Canada. They are continuing to execute very well in their operations and opening new stores. Thinks there is still more upside through taking credit cards, better inventory management and better sourcing. Very high multiple, but if you own continue to hold.


Price:
$71.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-05-14 TOP PICK Must be logged in to use chart DRT-T DIRTT Environmental Solutions

This is modular furniture, mostly office and commercial at this stage. Have really good 3-D design software, so that not only can you visualize the design right away, you can go right to the manufacturing centre and get it made. Installation is relatively easy and everything is on time and on budget. There is a lot of upside expanding into other segments such as healthcare, hotels and even residential. Growing at 30%-40% a year and trading at a 20X multiple.


Price:
$8.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 COMMENT Must be logged in to use chart FCU-T Fission Uranium Corp.

Have had big discoveries and able to grow their resources to well over 100 million pounds in the ground, and continue to find more discoveries. Eventually this will be a takeover target for one of the big guys. The only thing working against them is the uranium cycle. He firmly believes the price of uranium will come back.


Price:
$1.160
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

A company that is well-run and pays a reasonably good dividend. Has a little bit of growth from their US acquisition. A solid name to have. Have the capacity to grow their earnings in the low to mid single digits. Thinks this and the preferred shares are a good bet.


Price:
$38.340
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 770 entries
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