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

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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
2015-07-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We had 6 good years and a lot of stocks were getting expensive, so it was tougher to find names that were still trading reasonably cheap. With the correction, we are going to see a lot more opportunities over the next few months. Energy and materials is more of a trading situation right now and is in the process of finding a bottom. In the medium to long term, 2 or 3 years, he has no doubt that oil and natural gas prices will be higher. Even gold and metal prices will be higher. However, there is a process, because we are still in a transition where supplies need to be checked and the demand needs to be devolved, and that takes a little while. He is opportunistically looking for names that he likes, which he thinks can sustain at even these low prices. This down market is natural and gives a better opportunity to buy. He expects to be fully invested over the next few months and is looking for an upturn into the end of the year.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-28 COMMENT Must be logged in to use chart BAD-T Badger Daylighting

Had not been bullish on this company because it was expensive and possible competition coming in. Since then, the stock has been cut by half and he has been getting more interested in it. They are hydro-vac people with a lot of exposure to the US. What is holding the company back is clearly their energy exposure and he still needs to figure out how much downside there is. This is getting more interesting.


Price:
$23.490
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2015-07-28 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Smart management team. Proven executors. This is why they get a premium valuation. Not a cheap stock, but if you believe management will continue to discover opportunities to increase fee revenues going forward, it’s a good long term hold.


Price:
$44.580
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-28 HOLD Must be logged in to use chart BB-T BlackBerry

In the last couple of years, they have had new management, a shifting of focus and new products. Product has been somewhat lacklustre. Their phones are decent, but they haven’t had huge upticks. It is hard to compete with others. The issue right now is their transition to software focus, but that will take time. The good thing about this company right now is that they have a lot of cash. This will be more of a trading stock between now and the next little while.


Price:
$10.070
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-28 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

This is a company with 2 sides. Railway equipment and aerospace. They have been spending a lot of energy in developing their new C series airplanes. Raised money earlier this year to improve their financial position, and there has been a lot of dissension. They now have new management and a new sales force. The critical thing for the next 12 months is to get more orders for the C series. If they can get that going, he thinks the company can turn around. It’s a critical junction for the next 12-18 months.


Price:
$1.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2015-07-28 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

This had the misfortune of buying a US asset at the peak of the market. The assets they bought are good quality as are the ones they have in Canada. Capable management. The debt load is pretty high at 4X cash flow, which is uncomfortably high. If you believe oil prices will bounce back quickly, this might be one that you want to own right now.


Price:
$11.630
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-28 BUY on WEAKNESS Must be logged in to use chart CCL.B-T CCL Industries (B)

One of the big players in the label space. Have done very well operationally and, equally as important, consolidating smaller companies in order to continue to expand. That has made them very successful over the last 5 years. Fully valued at this stage. This is a name you should own, but not one you should chase on any given day.


Price:
$166.880
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-28 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Leveraged to the oil price, which has come down to $47. They are pretty much 100% oil. Very good management team and good operators in good oil fields. The issue is with the dividend at around 12%, clearly unsustainable at the current price. He thinks a wise decision would be for them to cut the dividend. Wait for a cut in the dividend before buying.


Price:
$19.120
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2015-07-28 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

The whole health/biotech sector has been extremely hot over the last year. Some analysts think this is the next bubble candidate. A consolidator and has been doing very well. Execution is good and they have been able to do accretive deals. If you want to invest in the sector, he would suggest you wait for a pullback.


Price:
$103.170
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-28 COMMENT Must be logged in to use chart DD-N DuPont

Just spun off their performance chemicals division and kept the more stable division of agriculture, etc. Performance has not done too well lately and there is no short term catalyst. A good company over the long-term and something you should consider owning, but not necessarily today.


Price:
$55.900
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-28 COMMENT Must be logged in to use chart DIS-N Walt Disney

This has been a big winner. It keeps surprising on the upside with one hit movie after another. A very well-run company. Not cheap, but they seem to continue to have the franchise to support that. A good company for the long-term. He sold his holdings too early.


Price:
$118.460
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2015-07-28 COMMENT Must be logged in to use chart DLTR-Q Dollar Tree

A good operator of dollar stores in the US and recently purchased their rival Family Dollar, which has an entirely different strategy in the way they operate. Thinks it is a good acquisition and will take a little while to digest. In a slow economic environment, you see a lot of people shopping there, so the concern is that as the US economy picks up, it is less of an attraction. A good sector to be in, although some of the valuations are getting pretty full.


Price:
$78.140
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2015-07-28 TOP PICK Must be logged in to use chart DRT-T DIRTT Environmental Solutions

They have innovative 3-D design manufacturing ordering system for basically modular furniture, largely office, but expanding into healthcare, hotels, hospitality and even residential. They have a huge running room ahead of them. Not a cheap stock, but has checked back to below $7 and is looking very good. Thinks there is huge upside from here, given the growth rate that they have.


Price:
$6.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-28 HOLD Must be logged in to use chart FCU-T Fission Uranium Corp.

The merger with Denison (DML-T) is somewhat controversial. For  people that were in Fission, they would prefer it to be a clean take out at some point, because they have done a great job exploring and discovering resources and have 150 million pounds, more than enough for a larger company to come around and takes them. This is more a merger of equals, so it makes sense from that point of view. In the short term, it doesn’t bring any upside to this company’s shareholders.


Price:
$0.710
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-28 COMMENT Must be logged in to use chart FM-T First Quantum Minerals

A preeminent copper company. To buy, you have to have a good copper price. Copper has been beaten up and could go lower still in the short term. They have some unique issues with their smelter and copper mines in Africa. Some issues with power and some issues with government. He prefers others in this environment. A great name if you think copper prices will go up.


Price:
$11.060
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 797 entries
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