List by First Name |
List by Last Name |
| Date | Signal | Symbol | Company | Opinion | Price |
|---|---|---|---|---|---|
| 2013-03-21 | N/A | A Commentary | A Comment -- General Comments From an Expert |
Markets. Optimistic. It will be a solid year for equities. US economy is recovering. China is bottoming and coming out. Europe is a train wreck. The two biggest economies in the world are going to show decent growth. We may not be a leading indicator in Canada. He was in Switzerland recently and had to say that that part of Europe seemed to be fine. In Canada, he likes the consumer sector, and energy. Tweet finance |
Price: $0.020 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: _N/A |
| 2013-03-21 | PAST TOP PICK | ATH-T | Athabaska Oil Sands Corp |
(Top Pick Mar 19/12, Down 23.52%) Tweet finance |
Price: $8.820 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | BUY | AW.UN-T | A&W Revenue Royalties Income Fund |
Likes it. Owns a little. Did not buy in accounts because of low volume. Likes it because they are expanding and winning in Pearson airport. Decent dividend. One you put away and hope healthy eating does not entirely catch on. Yield is safe. Tweet finance |
Price: $21.930 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | BUY | BEP.UN-T | Brookfield Renewable Energy |
5.3% yield. They did a big acquisition and are absorbing it. Likes the family of companies and does not know what has caused it to dip. He is still positive. Tweet finance |
Price: $29.410 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | BUY | BMO-T | Bank of Montreal |
Canadian bank dividends only go up and it is only a question of when and by how much. Likes them all but prefers TD. You won’t see big banks in the next couple of years going a lot higher. Tweet finance |
Price: $63.720 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-03-21 | TOP PICK | CHR.B-T | Chorus Aviation Inc |
14.9% yield. Largely sustainable. May cut it a little. Run Jazz under contract. Air travel is picking up. It is where it is because fair fax put a huge block on the sale. Brokers that bought it took a huge hair cut. People are anticipating a huge cut in the dividend but he doesn’t think it will be that big. Tweet finance |
Price: $4.040 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | BUY on WEAKNESS | CLF-N | Cliffs Natural Resources |
Mining sector has taken a pounding. China coming back is not enough to move iron ore quickly, so be patient. It might go lower before it goes higher. If you are patient, buying down here is probably a good idea. Tweet finance |
Price: $20.910 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-03-21 | PAST TOP PICK | CUS-T | Canexus Corp |
(Top Pick Mar 19/12,Up 21.62%) Tweet finance |
Price: $9.330 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | BUY on WEAKNESS | EFN-T | Element Financial |
He has owned. He is waiting for a pull back to get back in. A good long-term hold but fully valued where it is now. Get it below $8. Tweet finance |
Price: $8.730 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-21 | TOP PICK | HBC-T | Hudson Bay Co. |
Bonnie Brooks is president/CEO of the Bay. One of the best retailers in Canada and in North America and the best real estate assets. With the brands she is putting into stores she will pull customers. Also, hold Lord and Taylor in the US. Tweet finance |
Price: $15.250 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | DON'T BUY | HBM-T | Hudbay Minerals Inc. |
Some new first nation activity around their new mine. Claims need to be adjudicated Main overhang is about capital costs coming in higher in South America. Tweet finance |
Price: $9.880 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-03-21 | HOLD | NPI-T | Northland Power Inc |
Still solid value. You could probably step into it here at a 5.8% payout. Tweet finance |
Price: $18.490 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | BUY on WEAKNESS | SCL-T | Shawcor Ltd. (A) |
They are in a sweet spot. Getting rid of the share structure was probably a good idea. This could be a good entry point. 2-4 year outlook on them is very good. Tweet finance |
Price: $41.280 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-03-21 | PAST TOP PICK | SGY-T | Surge Energy Inc |
(Top Pick Mar 19/12, Down 68.64%) Likes the assets. Liked the management. They didn’t do a bad job on the production side. They spent over $100 million more in capital to miss their production target. They were arrogant and not listening and thinks there will be a move to find other management. Tweet finance |
Price: $3.320 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-21 | HOLD | SU-T | Suncor Energy Inc |
We are getting half the world price for oil. There is a lot of activity under way. Be patient for another 12 months. Tweet finance |
Price: $30.910 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |