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

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Colin Stewart , Portfolio manager

JC Clark Investments Ltd.


Date Signal Chart Symbol Company Opinion Price
2015-04-13 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Prefers US equities versus Canadian today. The economic outlook in the US is a little bit better. They have a recovering economy. Unemployment is coming down a lot. Low oil prices, in the US in particular, are very good for consumers. Relative to investing in bonds, we have high quality and growing companies which is creating a lot of free cash flow. It is inevitable that interest rates in the US will be raised this year, but will probably be gradual. The key for investors is to try and position in sectors that will benefit from rising rates, such as financials. The financial banking sector in the US has struggled with a low rate environment for many years.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
_N/A
2015-04-13 COMMENT Must be logged in to use chart ACQ-T AutoCanada Inc.

A controversial stock and it has been very volatile. Had a huge run over the last few years, and in the last several months it has been quite weak. Part of that has to do with the outlook in Alberta where a significant portion of their dealerships are. Have done a great job of consolidating auto dealerships in Canada. As a long-term proposition, it is probably a pretty interesting stock to look at. With a lower share price, there could be an opportunity here.


Price:
$33.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-04-13 COMMENT Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

A controversial name. Feels the outlook is very strong. Made a transformative acquisition last year when they bought Poker Stars. Have a dominant position in online poker and gaming globally. Online gaming is prohibitive in most of the US states, and there has been a lot of speculation that that is poised to change. Very solid business fundamentals. Generating very solid free cash flow. Thinks the outlook for this business is quite good.


Price:
$30.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He would stay away from this. It is too tough to figure out. Unfortunately it has consistently disappointed on its earnings. Has a lot of debt.


Price:
$2.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-04-13 COMMENT Must be logged in to use chart BIN-T Progressive Waste Solutions Inc

He likes the waste management industry. A pretty steady business that should really grow at a GDP type level. The industry is still fairly fragmented and this company has been acquisitive. Stock has performed pretty well recently and he feels the industry is strong. A bit expensive.


Price:
$37.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-04-13 PAST TOP PICK Must be logged in to use chart BRP-T (Dead) Brookfield Residential Property

(A Top Pick April 22/14. Up 36.88%.) Recently acquired by Brookfield Asset Management. Had really great assets and did a great job of investing in land, buying assets during the housing downturn in 08-09.


Price:
$31.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-04-13 PAST TOP PICK Must be logged in to use chart CFX-T Canfor Pulp Products

(A Top Pick April 22/14. Up 36.7%.) One of the largest softwood pulp producers globally. It is a play on the growing middle class of India and China. Benefiting from a weak Cdn$. Have a strong balance sheet with net cash. Expecting they are going to generate $1.50-$2 in free cash flow, which will lead to all kinds of opportunities for them.


Price:
$14.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 PAST TOP PICK Must be logged in to use chart CSW.A-T Corby Spirit and Wine (A)

(A Top Pick April 22/14. Up 23.06%.) Has owned this for a few years and can see continuing owning it for several more years. Well-run business. Undergoing a major push to try to market their Wiser’s whiskey into the US. They have a strong position in the Canadian market and are working to expand that. Pays a nice 3%-3.5% dividend.


Price:
$24.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 HOLD Must be logged in to use chart CXR-T Concordia Healthcare

A healthcare company that has been very acquisitive. Recently pulled off a very large acquisition which significantly grew the size of the business. Healthcare and pharmaceuticals that are able to make acquisitions is a hot space right now. A very tough company to bet against.


Price:
$98.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK Must be logged in to use chart DOOR-N Masonite International Corp

Leading global designer and manufacturer of interior & exterior doors. Was previously listed in Canada and then was bought out by a US private equity firm which put too much debt on it. It went bankrupt, but has now come back as a public company in the US. Very exposed to the North American housing market. With the US housing downturn, they have made 11 acquisitions, cut costs and become much more efficient. Good pricing power.


Price:
$68.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK Must be logged in to use chart IFP-T Interfor Corp

His favourite lumber company. The fastest growing lumber company in North America, maybe globally. Have been very acquisitive. Transformed from being a largely Canadian-based lumber company to a North American company. Operating in the US, they have much lower labour costs and access to cheaper logs.


Price:
$17.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 HOLD Must be logged in to use chart L-T Loblaw Companies Ltd

Has had a fantastic run. Part of that is because the stock had languished for many, many years. In the last few years they have monetized their real estate holdings through a REIT, improved their operational results, improved margins as well as acquiring Shoppers. You probably want to stick with this one.


Price:
$65.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-04-13 HOLD Must be logged in to use chart MFI-T Maple Leaf Foods

Likes this company. Sold their 90% holdings of Canada Bread to a Mexican company. Have taken the cash, paid down a lot of debt and have started to buy back some stock. There is speculation that going from 20 manufacturing facilities down to 5 will be a real benefit to their margins and will start to return some of that cash to shareholders.


Price:
$23.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 HOLD Must be logged in to use chart MKL-N Markel Corporation.

A very well-run insurance company. A management team similar to Berkshire Hathaway. Known for not only their sound underwriting, but for being very astute investors. Over a very long period of time, they have compounded their BV at an above average rate of growth. Alternatively, you could consider Fairfax Financial (FFH-T) or Brookshire Hathaway (BRK.A-N) or (BRK.B-N).


Price:
$787.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-04-13 COMMENT Must be logged in to use chart MSG-Q Madison Square Garden (D)

They are splitting off their entertainment and sports business. Some of the good news may already be priced in. He sold his holdings, but over the long-term it is still a good business to own, and probably does well.


Price:
$82.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
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