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

Viewing Expert

Colin Stewart , CEO & Portfolio manager

JC Clark Investments Ltd.


Date Signal Chart Symbol Company Opinion Price
2016-06-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is guardedly optimistic. Valuations are reasonably full. The market is climbing a wall of worry, probably because rates are so low with some expectation that they are going to stay low and people are being dragged into equities as the sort of best house in a bad neighbourhood. The TSX has underperformed for quite some time and is finally picking up some steam. The million-dollar question is, is that sustainable. Higher interest rates in some instances is probably a better thing. It will allow the financial system to function in a more normal fashion.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
_N/A
2016-06-08 COMMENT Must be logged in to use chart ABX-T Barrick Gold

The last few quarters have been much better than they have been with all the write-downs of the past. At the end of the day, the challenge is that gold companies don’t create a lot of shareholder value. They raise money, spend on new developments and mining, punch holes in the ground. If gold is going up, the stock goes up, but in the end  take huge write-downs, and never generate much in the way of free cash flow. He is a little skeptical about the group. He would prefer using an ETF.


Price:
$24.400
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-06-08 BUY on WEAKNESS Must be logged in to use chart ACQ-T AutoCanada Inc.

An interesting business, and have done a very good job of consolidating a lot of car dealerships around the country. A significant concentration of these is in Alberta. The recent downturn in Alberta, and the challenges for the consumer, along with unemployment is a near term headwind. The share price has had a significant correction, but there has also been a drastic decline in the company’s earnings power. The maintenance side of their business is a more recurring and stable part of their business, generating somewhere in the neighbourhood of $1.50 a share in earnings. If you put a 10X multiple on it, that would mean a stock at $15 would be giving you the new car business for free.


Price:
$21.870
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-06-08 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

Have some pretty high-quality mines in Canada with fewer political risks. It tends to receive a premier valuation because of the perception that it is a well-run business. However, even in a case like this, where it has generally been seen as one of the better run gold companies, looking back over the years, they haven’t created a lot of free cash flow and value for their investors.


Price:
$64.330
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-06-08 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

It is hard to argue with this company’s track record. It has been a phenomenal business. They’ve grown aggressively through acquisitions. As they’ve rolled up the convenience store space in Canada, US and Europe, they’ve been able to take best practices and improve margins and garner significant synergies. It is hard to argue with their track record. A good, long term business to own.


Price:
$55.860
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-06-08 HOLD Must be logged in to use chart BCE-T BCE Inc.

The deal with Manitoba Telecom (MBT-T) is likely to go through. A really well run business and a good dividend payer.


Price:
$60.300
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-06-08 COMMENT Must be logged in to use chart BEP.UN-T Brookfield Renewable Energy

A very well-run business. They run a lot of different types of renewable power whether it is Hydro, wind or solar. A nice dividend payer. Has been doing a lot of acquisitions. A long-term dividend play. Dividend yield of 6.2%. A good name to own.


Price:
$37.350
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-06-08 COMMENT Must be logged in to use chart BRB-T Brick Brewing Company Ltd.

One of the few publicly traded craft breweries in Canada. This has the opportunity to consolidate many of the smaller brewers in Canada. Ontario has installed some rules recently, to make it much more favourable for craft brewers to operate, giving them more shelf space in the beer stores along with changes in the LCBO. This could be open to a takeover at some time.


Price:
$2.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 PAST TOP PICK Must be logged in to use chart CJT-T Cargojet Inc

(A Top Pick June 12/15. Up 26.22%.) Exited his position 3 or 4 months ago. A well-run business and the leader in air cargo in Canada. They are benefiting from the online shopping trend. What worried him was the economic sensitivity of the business.


Price:
$32.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-06-08 TOP PICK Must be logged in to use chart CSU-N Capital Senior Living

Has excellent demographics being a seniors’ home. Occupancy is close to 90%. Have been able to increase rates every year. They own 60% of the underlying real estate, and don’t have a lot of government pay business. 98% is private pay. Doesn’t pay out a dividend. Instead they reinvest their cash flow into the business, which has led to an above average growth rate. Have grown their cash flow per share at 20% per year for the last 5 years. Trades at a discount to some of their Canadian counterparts.


Price:
$19.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 DON'T BUY Must be logged in to use chart CXR-T Concordia Healthcare

A very unusual situation. Normally when companies want to be sold, they are usually quiet about it and there is not a lot of information. The process usually proceeds quietly until something happens, or it doesn’t. Don’t read too much into any of the rumours. He would tend to avoid this because of the balance sheet leverage. Has a very significant amount of financial leverage.


Price:
$30.910
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-06-08 COMMENT Must be logged in to use chart DH-T DH Corporation

He would be a little cautious on this. There have been some questions around some of their accounting practices, as well as their very aggressive acquisition strategy.


Price:
$33.850
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-06-08 TOP PICK Must be logged in to use chart IRG-T Imvescor Restaurant Group

One of the largest restaurant franchisors in Canada. They own 225 locations, mainly in Québec and Atlantic Canada. Low CapX and high free cash flow. Pays a 3.5% dividend yield. CEO is just in the early stages of a fairly significant turnaround. They are reinvesting in the restaurants and having the franchisees renovate, improving menus, improving food quality, etc.


Price:
$2.690
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 COMMENT Must be logged in to use chart LNR-T Linamar Corp

Magna (MG-T) or Linamar (LNR-T)? There have been very strong auto sales in North America for the last several years, which has led to strong results for companies like these. There is a concern that there is some potential pressure on the overall auto cycle. This is one of the reasons these companies have been weaker. Between the 2, he would think Magna is the purer play, because this one has the Sky Jack business.


Price:
$52.930
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-06-08 COMMENT Must be logged in to use chart MG-T Magna Int'l. (A)

Magna (MG-T) or Linamar (LNR-T)? There have been very strong auto sales in North America for the last several years, which has led to strong results for companies like these. There is a concern that there is some potential pressure on the overall auto cycle. This is one of the reasons these companies have been weaker. Between the 2, he would think that this is the purer play.


Price:
$52.820
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
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