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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
2016-01-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Commodities have been in a relentless decline.  A small number of stable companies are leading the way and everything else is under a lot of pressure.  We are down over 35% from a year and a half ago.  He goes for the liquid names.  They need very stable underlying business characteristic.  He is not interested in volatile, speculative companies.  The FANG stocks have been leading the US market.  Breadth has been declining.  A lot of bad news and volatility is baked into the prices of stocks.  He thinks it will be very volatile for the next 6 to 12 months.  He does not think the Fed will raise rates again soon, just one or two small hikes over the next 12 months.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
_N/A
2016-01-28 HOLD Must be logged in to use chart AAPL-Q Apple

If you are a long term investor and bought it much higher, then hold on to it.  The recent decline is probably overdone.  They have a very dominant global brand.  There are near term headwinds.  He will buy it back at some point in the future.


Price:
$94.090
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-01-28 PAST TOP PICK Must be logged in to use chart AC-T Air Canada (B)

(Top Pick Feb 17/15, Down 38.08%) He sold about 3-3.5 months ago.  The fundamentals have been very good.  They are doing all the right things.  They are getting swept up into the weaker fundamentals in the industry.  If you don’t believe the economy is tanking, then this one is a pretty interesting one to look at. 


Price:
$7.740
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-01-28 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

If you hold it for a long time, they pay a dividend and have a phenomenal record of rolling up these convenience stores.  It is a pretty stable and consistent business.  There are probably additional acquisition opportunities for them.  The only risk is if they have a misstep.


Price:
$60.010
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 TOP PICK Must be logged in to use chart BRB-T Brick Brewing Company Ltd.

What could be more non-economically sensitive than beer? They just built a new facility that gives them a lot more capacity.  Overnight the shelf space for small brewers will go from 7% to 20% in The Beer Store.  Grocery stores in Ontario are starting to sell beer and are choosing craft beer over regular beer. 2.7% dividend, good management team.  There will be a lot of consolidation in the industry in the future.


Price:
$1.940
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 WATCH Must be logged in to use chart CPG-T Crescent Point Energy Corp

The energy sector has been in under a lot of pressure.  This is the time to start doing homework on higher quality companies.  They generate good cash flow and have hedges in place.  The market is forward looking and there is a lot of bad news about oil.  When things swing a long way to one side, he tries to look at the other side.  CPG-T is a good quality name in the space. 


Price:
$14.800
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 HOLD Must be logged in to use chart D.UN-T Dream Office REIT

Hold on to it if you have had it for a while.  It is a case of their cash flow being under pressure and they have leverage on their balance sheet.  Management is smart and as long as oil is not here for 5 years, this is not the time to sell but to hold on for sunnier days.


Price:
$15.860
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 HOLD Must be logged in to use chart DIR.UN-T Dream Industrial REIT

The yield is around 10%.  It has been lumped in with other dream entities.  It is the whole REIT sector that has come under pressure and especially those with exposure to Alberta.


Price:
$7.080
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 DON'T BUY Must be logged in to use chart DOL-T Dollarama Inc.

It is a simple business of selling things for a dollar or three.  It is an expensive multiple for a retailer.  It is still growing, but people are questioning whether it is slowing in growth.  He would still avoid it even at these prices.


Price:
$73.300
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 WATCH Must be logged in to use chart DRM-T DREAM Unlimited Corp

Dream is more real estate focused.  They are challenged.  It is a matter of timing.  If people start to think things are stabilizing in Western Canada, then this one will thrive.


Price:
$7.270
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2016-01-28 HOLD Must be logged in to use chart EFN-T Element Financial

The fundamentals seem to be pretty solid, but it has been under pressure last year.  People are probably worried about the financial sector.  The main part of their business is stable, fleet leasing.  Management owns a lot of stock.  It is just a case of negative sentiment.


Price:
$14.030
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 DON'T BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Prefers MRK-N as it is safer.  There is concern with drug pricing.  The pharma index has been under pressure. 


Price:
$87.530
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 TOP PICK Must be logged in to use chart JPM-N JP Morgan Chase & Co

Financials in the US are very out of favour. 3.5% dividend and it trades below book value.  Hold it for the long term.


Price:
$57.280
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 HOLD Must be logged in to use chart MRK-N Merck & Company

One of the blue chip pharma companies out there that will do well if you buy it and tuck it away for a while in an uncertain world while it pays you a good divided. With people getting older and a bigger need for drugs, they have a lot of patents and a good pipeline.


Price:
$49.200
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-01-28 BUY Must be logged in to use chart MSI-T Morneau Shepell Inc

It is a well run business, focusing on the human resource area.  They have long term relationships with companies and help with pensions and HR.  Investors should take a close look at this one.  This is a stable business and a good place for investors to hide.


Price:
$14.650
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
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