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

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John O'Connell, CFA , Chairman and CEO

Davis Rea

Date Signal Symbol Company Opinion Price
2013-03-25 N/A A Commentary A Comment -- General Comments From an Expert

Markets. The Cyprus situation demonstrates the complexities of what is going on in Europe. You can expect more dysfunctional commentary coming out of Europe. It is many different countries, a lot of different constituencies, a lot of politics involved and a lot of big problems that are very, very difficult to solve. Expect they will continue to muddle their way through this. Spain is a big deal. Once Spain starts to go, then Portugal starts to go, etc. Equity markets having risen so much, he thinks they are susceptible to shocks and wouldn’t surprise him to see selloffs on uncertainty.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2013-03-25 N/A A Commentary A Comment -- General Comments From an Expert

How does the volume affect the price of a stock? Some companies trade very well even though they have low volume because they are not widely followed. It does mean they can be a lot more volatile. On stocks like this, you should use price limits and be sensitive to the price you pay and be prepared to hold them for a considerable length of time and ignore short-term swings.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2013-03-25 N/A A Commentary A Comment -- General Comments From an Expert

Heard that central bankers printed over $12 trillion in the last 5 years. In 2008 and 2009, a lot of people were shown to have behaved very, very poorly and the central banks stepped in the breach to help a lot of people out. We continue to work our way through this crisis. There is no right answer.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2013-03-25 TOP PICK ALA-T Altagas Ltd

(A Top Pick May 11/12. Up 19.51%.) Just announced a half billion project in the US and are issuing shares to raise money. Good opportunity to add to your position. Can see dividend growth of 10% a year in future. Management team has consistently delivered on good projects and under budget. Yields 4.3%. Good diversified stream of regulated and unregulated businesses.

 Price:
$34.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-03-25 COMMENT ARX-T Arc Resources Ltd

(Market call minute.) Great company. A little bit rich. Good dividend and very well run.

 Price:
$26.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-25 SELL BAC-N Bank of America

(Market call minute.) Everyone is keen on American banks right now and he thinks it is time to take profits.

 Price:
$12.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-25 DON'T BUY BB-T BlackBerry

Not going to make any money this year and doesn’t know if they will make any next year. Even if they make $3-$4 a share he doesn’t think it will trade much better than 8X earnings. Has a wonderful product but are not competitive on a cost basis against some of their competitors. A one-product company and becoming less and less relevant for US investors to own. (Shorting this a little bit.)

 Price:
$14.510
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-03-25 WEAK BUY BTE-T Baytex Energy Corp

Very well run company. Pays a good dividend, which is secure. You can buy at these levels. Volatile and are susceptible to oil prices. Thinks the heavy oil differentials they have been struggling with will continue to be a problem for some time. He wouldn’t have more than 5% in a portfolio.

 Price:
$42.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-25 BUY on WEAKNESS CAT-N Caterpillar

(Market call minute.) Hold for now but if it gets down to the high $60s you can buy. Has some competition coming of China and mining activity is slowing down.

 Price:
$86.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-25 COMMENT CGX-T Cineplex Inc

(Market call minute.) Prefers Disney (DIS-N), which has a better valuation and bigger marketplace.

 Price:
$34.230
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-25 DON'T BUY CM-T Canadian Imperial Bank of Commerce

Has always avoided this bank. He always picks the ones that have performed the best over the longest period of time. Very large exposure to the Canadian consumer and this is an area that he has the most concern about. Prefers others.

 Price:
$80.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-25 BUY CNQ-T Canadian Natural Rsrcs

Very well run company. Management team is exceptionally good. Have massive resources. Been struggling recently because of heavy oil differentials. Earlier had problems with the Horizon upgrader, which seems to be operating at a really, really good process now. Good balance sheet. They can sustain themselves through any economic cycle.

 Price:
$32.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-25 HOLD CR-T Crew Energy Inc.

Impressed with management. Running a 27,000 BOE’s a day company. Hit some glitches so investors got negative on them. Well-run company and they are turning their problems around and looking at ways to create value. He could see it back at the $10 price range but if you own, he wouldn’t average down.

 Price:
$7.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-25 HOLD ENB-T Enbridge

Continues to deliver great earnings. Great dividend growth. Expressed his concerns that they weren’t investing enough money in maintaining old pipes and they are now having to invest a lot more money to maintain their existing infrastructure. Thinks the Gateway pipeline is a dead issue. Just be careful. Their balance sheet is getting bigger and bigger. Be careful.

 Price:
$46.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-03-25 COMMENT FCR-T First Capital Realty

Great real estate investment company. Have one of the best balance sheets. A lot of good development potential on some of their older properties. Very good management team. Very difficult share structure to figure out. (Doesn’t own, but does own their bonds.)

 Price:
$19.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 717 entries
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