Viewing Expert Steve Carlin | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Steve Carlin , Senior Vice President & Head of Equities

Aegon Capital Management


Date Signal Chart Symbol Company Opinion Price
2012-10-31 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs. Still likes this area. Doesn’t have as much upside potential as it would have had a year or so ago. You have to look at these in terms of where 10 year Canada government bonds yields are. Looking at the valuations relative to bond yields, they are not expensive. You are looking at 10% upside potential, which he is very comfortable with. His favourite would be Boardwalk (BEI.UN-T) on the apartment side and Calloway REIT (CWT.UN-T) on the retail side.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2012-10-31 PAST TOP PICK Must be logged in to use chart ARX-T Arc Resources Ltd

(A Top Pick Oct 26/11. Up 4.2%.) Sold this stock during the weakness of natural gas prices. Would look at this name in the lower $20’s.


Price:
$24.250
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2012-10-31 PAST TOP PICK Must be logged in to use chart BMO-T Bank of Montreal

(A Top Pick Oct 26/11. Up 5.38%.)


Price:
$59.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-31 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

Company has delivered very good traditional growth over the last couple of years. He would wait until the stock goes into the lower $80’s before buying. $92 target.


Price:
$86.240
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-10-31 TOP PICK Must be logged in to use chart CVE-T Cenovus Energy

Has visible production growth. Christina Lake has been at phenomenal performer. They are going to add 20,000 barrels a day this year, next year and the year after that. Also, likes the downstream side of their business. Refining side helps to offset weakness in oil prices.


Price:
$35.230
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-10-31 HOLD Must be logged in to use chart ECA-T Encana Corp

Locked in a difficult natural gas pricing environment. Company has always had very solid assets. Performance has recently improved because of an increase in natural gas prices. Upside potential is not as strong as other names in the sector. He still has a tilt more towards oil leveraged stocks. 3.6% yield.


Price:
$22.500
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-31 TOP PICK Must be logged in to use chart ENB-T Enbridge

Have lots of plans to get various products to end sources. 10% visible earnings growth over the next couple of years. Have $18 billion of projects in their backlog and another $12 billion potential so there is a lot of visibility for growth. 2.8% yield.


Price:
$39.740
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-10-31 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(A Top Pick Oct 26/11. Up 21.72%.)


Price:
$44.400
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-31 DON'T BUY Must be logged in to use chart OBE-T Obsidian Energy

Their business model is not particularly attractive. This is not one he is enamoured with. There are better names in the oil/gas sector. (See Top Picks.)


Price:
$12.970
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2012-10-31 WEAK BUY Must be logged in to use chart QSR-T Restaurent Brands International

Good coffee, good service, good product line. Same-store sales growth has been slowing a little bit but he still sees growth going forward. Stock is always a little bit ahead of itself. Not cheap. Incrementally growing 6% a year. 1.71% yield.


Price:
$49.580
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-31 DON'T BUY Must be logged in to use chart SC-T (Dead) Shoppers Drug Mart Corp

Stock has been pretty dead for the last couple of years. Have some challenges on the profitability side. Notwithstanding the fact that they continue to roll out new stores and grow their square footage they have been very challenged on the prescription side due to some regulatory legislative changes. Stock has never been a cheap stock and he doesn’t see a whole lot of upside. 2.5% dividend yield.


Price:
$41.630
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-31 TOP PICK Must be logged in to use chart TD-T Toronto Dominion

Likes the dividend and the earnings growth. With the dividend and capital appreciation, he sees a mid-teens upside for this bank. Likes the acquisitions they have made. 3.8% yield.


Price:
$81.230
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-10-31 COMMENT Must be logged in to use chart TLM-T (Dead) Talisman Energy

Have a good new solid CEO who is going to refocus the company. North sea is not the growth side for this company; in fact it is a cash flow generator for the company. We need the company to continue to refocus its efforts in North America and in South America. Southeast Asia assets are really valuable but the market really needs to see some more focus from the company to see a better growth opportunity. 2.5% yield.


Price:
$11.320
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-31 BUY Must be logged in to use chart YRI-T Yamana Gold Inc.

Just reported. No surprises. Delivering on goods. One of the best operating companies out there. Biggest knock on the gold sector and gold stocks in the last 18-24 months is on companies that couldn’t deliver on ounces and costs. Really likes the prospects for this one going forward. Could see $23 in the next 12 months.


Price:
$20.170
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-08-22 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Markets. Have concerns about the 2nd half of the year. Volumes have been very low this summer and the recent rally was a low grade one. His worry is on the “fiscal cliff” concern on a variety of different initiatives that will automatically get implemented in the US. Could potentially shave as much as 4% off of GDP out of the equation if politicians don’t get their act together. Doesn’t think it will play out as well as the headlines. Currently he is going to sit aside because he feels there will be better opportunity between now and the end of the year to look at some of the US names. Currently market has gone up because of expectations of a QE 3 by the Fed that he feels they will push out for at least a few more months.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 502 entries
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