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Compiling comments that experts make about stocks while on public TV.

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Jaime Carrasco , Director & Investment Advisor

Scotiabank, Global Wealth & Insurance


Date Signal Chart Symbol Company Opinion Price
2014-08-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is a little concerned with rising interest rates. There is a little bit of concern with corporate debt, which is getting pretty high. In the environment we are in, where the Fed is trying to unwind QE, and maybe start increasing interest rates by next year, they’re getting more defensive because there is a bit of a disconnect. Debt levels really haven’t gone down since 2008. His concern is that 2008 was about debt, and we really haven’t solved the problem. We just transferred the problem from the balance sheet of the Corporation to the taxpayer, so not everybody is going to have to pay the cost. The US dollar is the global monetary currency reserve of the world, and a shift is occurring.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs. Interest rate sensitive, but they’ve been able to roll over their own debt at remarkably low levels. His main investment stance is stagflation and inflation with no growth. From that perspective he does think REITs, on a long-term basis, offer pretty good returns in that they are inflationary hedges. However, we might see a dip first before we see a rise. He wants the income that they are paying, but not necessarily the full hit to the equity first, so he has been reducing his exposure to the REITs. Hasn’t been selling them because he still wants the income.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. He always looks at this as a currency hedge, as the ultimate insurance for what is actually taking place. Because of this, he feels this has to be part of a core of a portfolio. He is looking at companies that are producing it below the current cost of production.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks. Will these be affected if there is another major crash by international banks? Thinks that after 2008, the banks will make it. They did what they needed to do to save the banking system. They created a bigger problem, but they saved the system. Because of this, he is not overweight on the banks. Thinks the storm is coming out of the US, and because of that there are a number of uncertainties. If you own a lot of banks, put a lot of stop losses in place.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-08 PAST TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(A Top Pick Aug 16/13. Up 23.13%.) He is starting to get concerned on all his utilities, and is starting to put 5%-10% stop losses on them.


Price:
$8.150
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 HOLD Must be logged in to use chart AX.UN-T Artis Real Estate Investment Trust

Likes this company and the fact that it is mostly Western-based, which is where the growth is.


Price:
$15.710
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 COMMENT Must be logged in to use chart BNK-T Bankers Petroleum

His company has a $9.50 target on this. He prefers investing North-South. Geopolitical risk is important to him. He understands the politics in North and South America, and there are so many choices here that he hasn’t looked at this one.


Price:
$6.340
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

The best way to play uranium is to play Uranium Participation (U-T). You want to play the commodity first and wait for the other. He is not keen on uranium just yet.


Price:
$21.110
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 PAST TOP PICK Must be logged in to use chart G-T Goldcorp Inc

(A Top Pick Aug 16/13. Down 1.73%.) He likes this. Has the least volatility of all his gold companies. Produces gold at a reasonable price, lower than the current price of production. Thinks they are going to have a lot of leverage when the price of gold does start to move. 2% dividend.


Price:
$30.790
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 COMMENT Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

Well diversified and well-managed. Has some problems in 2008 with their Alberta buildings, but that is all done and out of the way. His company has a $24 target on it. The current yield is 5.8%.


Price:
$23.310
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 SELL Must be logged in to use chart K-T Kinross Gold

He has always suggested that people switch out of this and go into something else. All of these big companies are fat and need some cutting. Any new up-tick in production won’t add much to the bottom line. All the smaller guys are going to have the leverage.


Price:
$4.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 COMMENT Must be logged in to use chart LUN-T Lundin Mining Corp.

Surge Energy (SGY-T) or Lundin Mining (LUN-T) for a long-term hold? He is starting to look at the copper plays, and he has always liked this company’s management. This company has an $8 target on this. These are "different two animals", and he would suggest you go back to asset allocation. With this, you would have so much in energy and so much in base metals.


Price:
$6.310
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 COMMENT Must be logged in to use chart LW-T Leisureworld Senior Care Corp

This is one of his longest holding REITs. He likes it because the composition is mostly old age homes, so it has the demographics behind it. They have consistently delivered on the dividend. His company has a target of $13.25. He is starting to take some money off the table on this. 7% yield.


Price:
$12.890
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 HOLD Must be logged in to use chart RBI-T RB Energy

Acquired Canada Lithium, which he held. Canada Lithium is going to cost a lot more to get fully into production, but they have started shipping lithium out of the mine. If you own at this level, he would not be adding but also would not be selling.


Price:
$0.360
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 WAIT Must be logged in to use chart S-T Sherritt International Corp.

If you are looking at base metals, this would be one he would be interested in. It is well run, well diversified and controls a lot of resource. It might be a little early, but this is definitely one he would be looking at when the time is right.


Price:
$4.000
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 709 entries
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