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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
2015-07-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. A lot of his Stop Losses have kicked in. Over the last 25 years we have been told by the system that we are developing this global economy and that we are all tied together. The economy has been built on debt and the debt now is creating problems, big problems. Their strategy is “let’s move to the back of the boat”, and shunning the lifeboats (gold). The US is in just as much trouble as Greece. It’s just that it is not hitting it yet. Italy comes next, then Portugal. All they have done is buy time. The consequences of debt is really the key problem. We have to stop perpetuating the idea that we can solve debt problems with more debt. The global economy is shutting down and it will affect the US. As an advisor, it is very hard for him to shun the one asset class that has delivered protection against geopolitical risks, economic risks, financial risks and political risks. Gold. He continues to advise clients to have some concentration in that asset, especially when nobody owns it. He is waiting for the right time for things to settle, and then will patiently do the proper thing, which is to reallocate a percentage to gold. Chinese are not selling, and just today announced they have doubled their purchases in gold. He is still playing the US with high-tech, US real estate plays, healthcare and blue chips. He does think the US$ will continue to move higher.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
_N/A
2015-07-24 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil.  A month ago, Russia and Saudi Arabia did 6 really big deals. One deal announced was that Russia will be building nuclear plants for Hydro for Saudi Arabia. China is Saudi Arabia’s biggest client. Chinese are not buying much oil from the Saudi’s because the Russians are getting paid in Yuan, not in dollars. That is very important. Thinks we are getting set up for Saudi Arabia, which is now in full competition in oil production with the US, to start selling oil outside of just the US$. That has massive implications for that puzzle of the currency set up that he keeps talking about.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Unknown
2015-07-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Recommendation on a portfolio that has about 15% in energy. This is about portfolio management. What he would usually do for his clients, where they have a lot of losses, is to rebalance. Understand that everything is down, even the good ones. It is a good opportunity to clean up a portfolio and to readjust within the sector depending on the risk spectrum, into the companies that he thinks are going to be the better performers. This is where stock picking is essential. Take a disciplined approach, clean up your portfolio, review each company as to which one has the true potential.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
_N/A
2015-07-24 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Did own this, but his stop loss kicked him out. His concern with the whole sector is that a lot of the pension funds in search for yield, have acquired quite a few of these companies. Come the fall, if there is any kind of trouble with the market, they are all going to have to liquidate. Because of that, a systematic risk within the system overwhelms his continuation to holding it for now. This is one that he will add when it gets back on. His company has an $11 target and a sector outperform.


Price:
$9.370
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-07-24 HOLD Must be logged in to use chart CPAC-N Cementos Pacasmayo SAA

He found this interesting because it is one of the biggest Peruvian cement plays. China is building quite a bit of infrastructure in Latin America to get all the flow of products to China. This would be a main beneficiary of all those projects. His company has it with an $11 target. Yield of about 1.2%. Thinks this has quite a bit of potential.


Price:
$7.850
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-07-24 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of the better players in his portfolio. They will survive. He is waiting to add. Has noticed that inventory levels have started to flatten out in North America. His company has a $40 target and that the dividend is sustainable. However, he is not ready to add yet. Yield of around 14%.


Price:
$19.820
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 COMMENT Must be logged in to use chart CPX-T Capital Power

His company has it with a $27 target and as a sector perform. Feels the 6.3% dividend yield is sustainable.


Price:
$21.670
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-07-24 TOP PICK Must be logged in to use chart CSE-T Capstone Infrastructure

This company has a lot of green clients that care for green energy, and these guys are definitely the leader. The stock is down quite a bit, so it is a great entry point. Good dividend at 9.77%. His company has it with a $3.50 target.


Price:
$3.070
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 COMMENT Must be logged in to use chart D.UN-T Dream Office REIT

Great managers. His stop losses kicked in, so he has greatly reduced his positions. REITs have room to go because of the decline in interest rates by the central bank in Canada. He is going to wait to see what happens. |Still likes it. His company’s target is $31 and have it is a sector perform.


Price:
$24.120
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 COMMENT Must be logged in to use chart DGC-T Detour Gold

One of the cores in his portfolios. Likes their Canadian project. They continue to lower the cost of production and are actually up and running. His company has it with a $19 target and as an “outperform”. He will continue to hold this.


Price:
$11.510
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 TOP PICK Must be logged in to use chart DH-T DH Corporation

This is one of those nice boring companies that continues to pay a dividend. They have been transforming themselves into a high-tech company that delivers the same processes. Management is doing very well. His company has it with a $48 target. Dividend yield of 3.04%.


Price:
$42.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 COMMENT Must be logged in to use chart ECA-T Encana Corp

Finds this a bit too big and would rather concentrate on others. Prefers oil rather than natural gas.


Price:
$10.260
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
2015-07-24 TOP PICK Must be logged in to use chart FIH.U-T Fairfax India Holdings Corp

A holding company and a growth model of India. High in cash right now and are looking to acquire into India. India is a great place to be playing the Asian market. That is going to be the new economic bloc where growth is going to happen.


Price:
$11.980
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 COMMENT Must be logged in to use chart G-T Goldcorp Inc

This is his blue-chip, steadfast company. The problem with this company and all the big boys is that the only way they survive is by cutting back operations. The good thing though is that some of his companies have been buying those operations that they are selling. He buys it for older clients that want a blue-chip name, but he would rather be in other companies that are actually acquiring at this point.


Price:
$17.350
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 PAST TOP PICK Must be logged in to use chart QSR-T Restaurent Brands International

(A Top Pick Aug 8/14. Up 44.44%.) Formerly Tim Hortons that got taken out. Sold his holdings into the offer.


Price:
$52.200
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
No
Showing 1 to 15 of 844 entries
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