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
2016-04-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Oil is above $40.  He thinks there will be continued volatility.  The supply is coming out of the market gradually.  It should be higher a year out.  He has made a few purchases and thinks opportunities will continue to surface over the next year or so.  There is a vote this year for Britain leaving the EU.  It is a good time to hedge your portfolios.  Trump is, if nothing else, unpredictable and the markets don’t like unpredictability.  Canada is interesting for investment because it has been so beaten up over the last couple of years.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
_N/A
2016-04-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canada’s Gold Reserves.  Gold is not held to back currencies now.  Governments feel that currencies can hold up on their own.  He thinks this trend will continue around the world.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
_N/A
2016-04-11 BUY Must be logged in to use chart ADW.A-T Andrew Peller

(Market Call Minute) An expensive stock, but over time there is a lot of strategic value and it could eventually be a takeover target.


Price:
$28.730
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-11 COMMENT Must be logged in to use chart BCE-T BCE Inc.

It would be very hard to believe there could be a dividend cut.  There is merit for Canadian players in this space to trade at a premium to their US counterparts.


Price:
$59.240
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-11 DON'T BUY Must be logged in to use chart CAS-T Cascades Inc

There have been some concerns over pricing pressures from heavy competition.  Their industry has a weaker outlook this year.


Price:
$8.120
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-04-11 WEAK BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

A packaging company.  They have been quite acquisitive, but they proved they are strong acquirers.  It’s not a cheap stock, so he does not own it.


Price:
$235.130
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-04-11 WATCH Must be logged in to use chart D.UN-T Dream Office REIT

He tracks it, but does not own it.  They have a lot of Western Canada exposure.  Great management.  Longer term they will do well, but there are challenges short term. 


Price:
$20.680
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-04-11 DON'T BUY Must be logged in to use chart DC.A-T Dundee Corp. (A)

He has been involved in it in the past.  They recycled the cash from the Dundee sale into resources.  There is concern about the liquidity of their investment.  They had some debt they had to refinance recently.  Avoid it in the near term.


Price:
$5.760
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-04-11 BUY Must be logged in to use chart DIS-N Walt Disney

(Market Call Minute) It has been beaten up because of concerns of ESPN and cord cutting, but any time you get a great brand name company where the stock is down, it is probably a good time to buy.


Price:
$96.270
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-11 PAST TOP PICK Must be logged in to use chart DOOR-N Masonite International Corp

(Top Pick Apr. 13/15, Down 1.36%) It sold off when people were worried about a US recession.  This is a way to play a recovery in the US housing market.  Now they are in a bit of a duopoly position.  He still likes it.


Price:
$67.990
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-04-11 WEAK BUY Must be logged in to use chart FSZ-T Fiera Sceptre Inc.

They are one of the leading consolidators in the Canadian asset management space.  They have been very aggressive.  It is probably a good long term one to hold on to.  One day they may even be a takeover target themselves.


Price:
$13.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-04-11 HOLD Must be logged in to use chart GE-N General Electric

He does not own it because he does not focus so much on this large a capitalization stock.  It is modestly priced and they divested themselves of the financial business. 


Price:
$30.710
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-04-11 BUY Must be logged in to use chart HBC-T Hudson Bay Co.

(Market Call Minute) There is a lot of real estate value there.


Price:
$16.900
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-04-11 DON'T BUY Must be logged in to use chart HCG-T Home Capital Group

He puts it in the category of ‘too tough to figure out’.  Canadian housing prices continue to rise and HGC has had no issue with rising delinquencies.  It’s a cheap stock as long as all goes well in the Canadian housing market.


Price:
$36.340
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
No
2016-04-11 PAST TOP PICK Must be logged in to use chart IFP-T Interfor Corp

(Top Pick Apr. 13/15, Down 28.54%) He generally likes the space.  It comes down to whether one really believes in a continued US housing recovery.  The lumber stocks have underperformed considering a pretty good housing recovery. 


Price:
$12.810
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 781 entries
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