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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
2014-05-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. S&P 500 and Dow made new records today, but it doesn’t feel that good in terms of the market because, if you are in the tech stocks, you would have done really well earlier in the year, but there were some pretty big corrections in the last few weeks. Same thing with health care and energy. This is going to be a market where money is going to be going around chasing the area that hasn’t moved as much. There might have been a difference between the big cap, the mid-cap and small cap as well. Has been pretty aggressive in the market over the last 4 months and started pulling back a little bit ahead of the correction, but perhaps should’ve done more. Feels the market will perform well overall into the year end. What is challenging is that a lot of stocks have run pretty hard and are getting expensive. Transition is difficult and he thinks the market will broaden out into the end of the year.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-05-12 COMMENT Must be logged in to use chart AC.B-T Air Canada (B)

Judging by some of the operating statistics they released, there is a chance this quarter will probably be a very good quarter. Fundamentally they have done very well over the last little while because of cutting costs, generating more fee revenues and managing better. A lot of volatility and not for the faint of heart.


Price:
$7.970
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 COMMENT Must be logged in to use chart AGU-T Agrium

A very well managed company with diversification in retail and wholesale manufacturing of fertilizers so you want to own this in the long-term. Shorter-term, it is more a function of grain price, farmers’ income and, in Canada, a lot of grain is having trouble getting out. Feels in the short term this is not going anywhere, but long-term it is a very well managed company that you want to own.


Price:
$100.660
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Strong enough financial position to consider making an offer for the rail division of Alstom? Thinks it is somewhat unlikely. Will have to see what happens with Alstom regarding General Electric (GE-N) or Siemens (SI-N). He doesn’t think they need it except for small selective assets. The rail division has not been a problem. What has been an issue is their aerospace. However, if the C series is successful, it could be a big driver for them.


Price:
$4.150
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 PARTIAL BUY Must be logged in to use chart BXE-T Bellatrix Exploration Ltd.

Has done very well in the last little while by developing their exploration opportunities with Cardium plays and a couple of other resource plays. The issue has been they were short of capital development, but have successfully been able to get some joint ventures using third-party money to accelerate growth. Probably due for a bit of a pull back here. They look pretty set for the next 2-3 years. Not a bad time to start picking away at this one.


Price:
$10.680
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 BUY Must be logged in to use chart CGX-T Cineplex Inc

Had some high expenses from some recent acquisitions. Very well managed company. Theatre business is a very stagnant one these days, but this company has been very proactive in adding revenue streams that are not traditional such as hockey games, Opera, more concession revenues, advertising, etc. Trading at a pretty high multiple, but justifiably so. Pullbacks are an opportunity for you to Buy. Decent dividend of 3.6%.


Price:
$41.500
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-12 COMMENT Must be logged in to use chart CUS-T Canexus Corp

A two-part company of manufacturing pulp chemicals and building trans-shipment oil terminals to ship heavy oil bitumen down south. Unfortunately, the latter has been over budget and behind schedule. As a result, the balance sheet leverage has run up. Dividend may not be safe and may have to be cut and that would cause a bit more downdraft. Stock is relatively cheap and he thinks there is probably value in it but in the short term look for more negative news.


Price:
$4.690
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 HOLD Must be logged in to use chart ERF-T Enerplus Corp

Not a cheap stock, but probably deservedly so because they have been executing very well in both Canada and the US. They are also continuing to develop their long-term resource plays. Dividend of 4.5% is sustainable.


Price:
$23.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-12 PAST TOP PICK Must be logged in to use chart GRT.UN-T Granite REIT

(A Top Pick March 7/13. Up 11.19%.) Liked this because of the new capable management team with leverage way below industry average, which means they have a lot of opportunity to make acquisitions and increased distributions. They still have a lot of potential to create value this way.


Price:
$41.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-12 COMMENT Must be logged in to use chart GXI-T Guestlogix

Great technology. Airlines need the technology to help them generate more free revenues. Have been signing up great partners in the last few months. There is a lot of promise in generating a lot of revenues. The key thing is execution, which he feels they need to continue to demonstrate.


Price:
$1.320
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 DON'T BUY Must be logged in to use chart JCP-N J.C. Penney

Middle classed US consumers are squeezed. Dollar stores and Wal-Mart are doing reasonably okay and the high end stores are doing better. They are trying to get back and are making some progress, but he suspects, even with their balance sheet and cash situation, they are probably a little bit too late.


Price:
$9.180
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 PAST TOP PICK Must be logged in to use chart JE-T Just Energy Group

(A Top Short March 7/13. Down 29.22%.) Had traded this back and forth and has probably broke even. Still believes they have an unsustainable payout model and is a bit of a house of cards. Have pretty strong shareholder support which, if you support it long enough, it may become real. You are best to just stay out of this one at this stage.


Price:
$8.790
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 COMMENT Must be logged in to use chart KLS-T Kelso Technologies Inc

A unique position in the refitting and manufacturing of railcars and truck safety valves. They have proprietary technology, which has been on for the last 20 years, but was never effectively marketed and manufactured. 3 years ago a new management team came in and started to commercialize the products and started getting big rail car manufacturers. Stock performance has been spectacular. Stock is probably a bit ahead of itself. They clearly have a lot of products and are continually rolling out new products. He wants to wait to see how they execute.


Price:
$7.040
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 COMMENT Must be logged in to use chart LEG-T Legacy Oil and Gas Inc.

Recently made a good acquisition near one of their core plays. Has been a laggard for a while because of the high leverage on their balance sheet for the last couple of years. That is starting to change because management is committed to address that by either joint venture or some royalty interests, etc. Stock had a pretty good run which is why you have seen a drop back here. He thinks there will be continued upside in this company.


Price:
$8.510
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-12 PARTIAL SELL Must be logged in to use chart LUN-T Lundin Mining Corp.

Sell or Hold? You always want to know why you bought a stock. Did you buy because you thought copper prices would go up, or that the company maintained a conservative balance sheet or had exposure to zinc and some nickel? Regarding fundamentals, copper is probably neutral, but zinc and nickel are looking pretty good and the company has executed well. He would take some profit, but continue holding it as a core position until the cycle plays out.


Price:
$5.840
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 693 entries
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