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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
2015-09-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  There has been a very long run in the bull market for the last 7 years. Most of the pullbacks have been very modest at 5%-7%, and a few weeks later we have been back at the highs. This pullback has a different tone to it. There are greater issues with the central one being China, their stock market and their economy, which has an impact on commodity prices, that impacts Canada and Canadian prices. We don’t really know what the data is in China and what the economy is doing. The Chinese government can only support the stock market for so long. He believes their economy really is slowing. He expects a period of heightened volatility, but also some great opportunities. When we see situations where the market sells off a lot and big, high-quality, blue-chip companies, that are not impacted by commodities or China or what is happening in Europe, that can be a great opportunity for investors with some cash.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-09-03 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks? He favours US banks. The US economy is improving at a greater rate, and the housing market is improving there. In Canada there are probably some downside risks in housing and Canadian banks have large mortgage businesses. Also, Canadian banks would have more exposure to energy through loans to corporations in the energy sector. Also, has exposure to the Alberta economy, which is going to be under some pressure. The earnings torque on the US side over the next few years is going to be better.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-09-03 TOP PICK Must be logged in to use chart AAPL-Q Apple

A good example of a really well-run business. Sold off with the market. This is a great company with an amazing brand loyalty. Trading at 8X earnings after backing out the cash. This company is going to do just fine, regardless of what happens in China. Dividend yield of 1.87%.


Price:
$110.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Didn’t seem to get hit very much during the downturn. If you are worried about volatility and timing, it is a nice place to hide. Not very economically sensitive. Safe dividend of 4.86% currently.


Price:
$53.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-09-03 COMMENT Must be logged in to use chart CCL-N Carnival Corp.

Clearly benefiting from weaker oil prices. A global company, so would have exposure to consumer demand on a global basis. The strong US consumer helps them. Feels the outlook is relatively strong for the whole industry.


Price:
$49.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-09-03 TOP PICK Must be logged in to use chart CJT-T Cargojet Inc

They are dominant in their industry with about 90% market share in the overnight cargo industry in Canada. They are a real beneficiary of e-commerce as more and more people ordered things online. Have long-term contracts with their clients with a lot of them being take-or-pay, so there is a minimum guaranteed amount of volume. Dividend yield of 2.82%.


Price:
$21.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 PAST TOP PICK Must be logged in to use chart CKEC-Q Carmike Cinemas Inc.

(A Top Pick Nov 6/14. Down 17.71%.) A very good business. They operate movie theatres in the US. Trades at a huge valuation multiple discount to what Cineplex (CGX-T) would in Canada. They have been growing through acquisition.


Price:
$22.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 DON'T BUY Must be logged in to use chart CNR-T Canadian National R.R.

The rails have had a really good run over the last several years on the back of the North American economy being strong, but also transporting more oil, more coal and more grains. If people are worried about the commodity sector and transporting some of the key commodities, that could impact the rails.


Price:
$72.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-09-03 COMMENT Must be logged in to use chart CWL-T Caldwell Partners Int'l (A)

In the executive search industry. While previously primarily focused on Canada, in the last 5-6 years, the CEO has made an effort to grow in the US. Over time this is very likely to be an acquisition candidate for one of the larger US players. Feels pretty good about their prospects. Very cheap at current prices. Thinks it is well worth $2 a share. Dividend yield of 6%.


Price:
$1.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 PAST TOP PICK Must be logged in to use chart HBC-T Hudson Bay Co.

(A Top Pick Nov 6/14. Up 15.84%.) His primary reason for this was its real estate assets. But people shouldn’t take away from the fact that they actually have made a lot of progress in the retail side. They turned around the Canadian operations significantly. Their US and German businesses are pretty good. Thinks there is a lot of upside yet.


Price:
$22.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 COMMENT Must be logged in to use chart MRE-T Martinrea

This is a bit of a controversial name in the auto parts sector. There have been some issues of management turnover in the past, but thinks the outlook for the overall North American auto industry is very good. This company is benefiting from that. They made an acquisition in Europe a few years ago. Trades at a lower multiple than some of its peers, and thinks it is a pretty good play here.


Price:
$11.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-09-03 COMMENT Must be logged in to use chart NA-T National Bank of Canada

A high-quality franchise. A little bit different than some of the other banks with a bit more dependence on capital markets. More of a domestic oriented bank with dependence on Québec. Some exposure to Ontario, but they also have a fair bit of exposure in the energy patch. Thinks the dividend is safe. He prefers US banks.


Price:
$42.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-09-03 PARTIAL SELL Must be logged in to use chart NFI-T New Flyer Industries Inc.

The stock is up a lot, so if you own, he would recommend taking a bit off the table. In a choppy market it is never bad to take some profits. The fundamentals are quite strong right now. While they are a Canadian manufacturer, most of their sales are into the US and they benefit from a stronger US$. Their most recent quarter and the results were very strong and the backlog was extremely strong as well.


Price:
$19.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-09-03 TOP PICK Must be logged in to use chart PBL-T Pollard Banknote Ltd

The 2nd largest producer of instant lottery scratch tickets globally. This is an industry dominated by a few large companies. They have long-term relationships with the state and government owned lotteries around the world. They produce tickets for 50-60 lotteries. This industry has grown organically 6%-7% over the last 20 years. Trading at about 8.5X EBITDA, so not an expensive stock. Dividend yield of 1.9%.


Price:
$6.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 DON'T BUY Must be logged in to use chart PLC-X Park Lawn Income Trust

This is more of a cemetery focused company and hasn’t had a significant presence in the funeral side, which is probably the better part of that industry. Trading at a fairly rich valuation multiple. He would prefer Service Corp (SCI-N) instead.


Price:
$11.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 706 entries
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