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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
2014-11-06 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Lower energy costs generally benefit companies. The Christmas shopping season could be quite strong because consumers are paying less for gasoline. He is looking at players like lumber that can benefit from a weaker dollar. There is an icing on the cake for Canadian exporters with the weaker Canadian dollar.   


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
_N/A
2014-11-06 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Long Short pair trades. He focuses on fundamental attributes of individual businesses. He would focus on high quality management, netbacks, solid balance sheets, etc. Then find a similar company in the same industry where they have a lesser management team, slower growth, higher leverage and trade at a higher multiple. Make sure the assets are similar, liquidity is similar, market cap size, etc. This would be the short side of the pairs trade.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
_N/A
2014-11-06 PARTIAL SELL Must be logged in to use chart AGU-T Agrium

Thinks Value Act is taking a more constructive approach. The management team of AGU-T should be more receptive of what they want to do than the previous active investor group. It added strength to the stock price. If they are successful in getting management to listen to some of their value adding ideas it could be positive. The stock price being up does not suggest it could not go higher. It is never a bad thing to take profits and then see what they can accomplish.


Price:
$112.520
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2014-11-06 HOLD Must be logged in to use chart ATA-T ATS Automation

Well run company. It had some notable troubles in the past. Things are improving. The most recent quarter was strong with increased booking and earnings. They export a number of products outside of the country so benefit from the weaker dollar.


Price:
$14.470
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-06 HOLD Must be logged in to use chart BTE-T Baytex Energy Corp

Would be seen as one of the higher quality players in the space. Oil prices have been weaker recently and there is concern about the sustainability of dividends. He believes oil prices will not go much lower here and that BTE-T has a sustainable dividend.


Price:
$32.000
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-06 WAIT Must be logged in to use chart C-N CitiGroup

They don’t pay a large dividend. Six months ago when they did their capital tests, they had some internal control issues. So it trades at a bit of a discount or cheaper multiple so early next year when they are reviewed again they should be given permission to increase their dividend again. That could cause the valuation gap with others to close.


Price:
$53.990
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-11-06 PAST TOP PICK Must be logged in to use chart CGL-T iShares Gold Bullion ETF

(Top Pick Nov 05/13, Down 26.64%) It did not work out well. Had a high dividend. A few months ago he met with management and was discouraged by a few things. He exited a few months ago.


Price:
$10.140
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-06 TOP PICK Must be logged in to use chart CKEC-Q Carmike Cinemas Inc.

CGX-T said they are not interested in expanding outside of Canada but there is no room left in Canada for them. CKEC-O’s valuation is 5-6 times vs. CGX-T being double that.


Price:
$28.070
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-11-06 HOLD Must be logged in to use chart CNR-T Canadian National R.R.

The rail space has performed well, a good cheap way to play North American transportation and economic growth. Has not performed as well as CP has, but it has performed well over the last few years. You can’t complain too much about the chart.


Price:
$79.250
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2014-11-06 DON'T BUY Must be logged in to use chart CSU-T Constellation Software Inc.

Does not own it, but it is a hard company to bet against. Very high return on invested capital. They’re acquiring smaller companies. Their valuation allows them to do very accretive deals. It is expensive for his taste. Over the long term this is probably a good bet, however. The PE is over 20 today and he would get more interested at 15 times. It has been a great winner for growth investors.


Price:
$319.350
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-06 STRONG BUY Must be logged in to use chart CSW.A-T Corby Spirit and Wine (A)

Spirits and wines. Whiskey is the new ‘hot’ thing in the category. It has been shooting higher because they were highlighted at a conference a few weeks ago. It is not normally followed that well. They reported decent earnings yesterday, increased the dividend and issued a special dividend. They are expanding into the US with their Wiser’s brand. Trades at a discount to more global brands (11 times earnings). Nice dividend.


Price:
$23.190
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-11-06 BUY Must be logged in to use chart DHX.B-T DHX Media

A big winner over the last several years. They own valuable children’s content. They have licensing deals with a variety of companies. It shows the value that investors are willing to put on content. It trades at a much steeper valuation than it once did, but it gets a premium because it is thought someone might someday be interested in a takeover.


Price:
$9.480
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2014-11-06 DON'T BUY Must be logged in to use chart EWZ-N iShares MSCI Brazil ETF

The election has happened and the incumbent stayed in power. The Brazilian economy has been tough. The initial knee jerk reaction happened right after the election. There was not a new leader in place to take on the challenges and put forward economic reforms, so he would not be positive on investing in this today.


Price:
$40.380
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-06 DON'T BUY Must be logged in to use chart F-N Ford Motor

Doesn’t own it today and hasn’t for 12 months. The price is quite depressed. It has suffered in that they have a lot of business overseas where the economy was not as strong. He would prefer North American centric companies like MRE-T or MG-T. If you could pick it up at $13 a share it does not look too bad, however [as caller did, so hold].


Price:
$14.190
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-06 PAST TOP PICK Must be logged in to use chart GCG.A-T Guardian Capital Group

(Top Pick Nov 05/13, Up 22.23%) The shares they own in BMO-T are a big part of it (over $10 a share). Their own asset management business has been growing recently. They are gradually reducing their stake in BMO-T and using proceeds to reinvest back in their own business. He has a short in BMO to offset any risk in the BMO shares they own.


Price:
$18.220
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Unknown
Showing 1 to 15 of 608 entries
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