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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
2015-03-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  It will be hard for the Fed to raise rates. There is a lot of uncertainty as to where we can go because valuations are quite high, the economy which is a leading indicator is starting to slow down, there are issues in Europe of a greater slowdown, and China is a big concern with their banking system. The labour numbers came out, but labour utilization rates came out about 20 minutes later, which is showing that there is almost 90 million people unemployed in the US. Also, there was no wage growth. It is all the currencies. We are in the midst of a currency war. The reason we are seeing lower leading indicators is because of the US currency. US auto sales are not going well on a foreign basis. He has been diversifying out of North America and looking at sectors that will deliver some cash flow, but not in North America.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US$. The rise in the dollar is kind of indicative of the problem that we are going through, that there are just too many dollars in the system. This can’t continue to be the currency reserve of the world, because it is creating way too much instability. How this system ends is a problem as it will create a lot of volatility. The rise in the dollar is creating deflation and a lot of problems, and creating a lot of problems for the rest of the world. The key to the US$ stop being the currency of the world will be gold, or something backed by gold.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Europe. With the uncertainty, especially with Greece and what is going on in the Ukraine, we are definitely seeing the start of a power shift. Finds it very funny that we have this issue with Ukraine, which is US foreign policy pushing it to the limit, and behind that you have the UK and the EU pushing for whatever they want to do in the Ukraine. On the other side you have governments of France and Germany saying that they don’t want military stationed there and want to try to find some diplomatic arrangement with Putin. This is showing a shift of geopolitical alliances that could be negative for NATO. If Greece leaves the EU, it will create a lot of problems for the euro and the banking sector. This is why he likes gold.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-06 PAST TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(A Top Pick Feb 28/14. Up 37.52%.) They have been doing a lot of right things. A well-managed company. Current target is $10.50. Yield of 4.1%. He has been adding to his holdings.


Price:
$9.340
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-06 WAIT Must be logged in to use chart BTE-T Baytex Energy Corp

Sold his holdings, but might be looking to get back in. The right entry point will be when we see inventory build-up in North America start to decline. Good management. Debt is a bit of a concern, but he thinks that is manageable. His company has a $27 target on this. 6.6% dividend yield.


Price:
$18.560
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-03-06 COMMENT Must be logged in to use chart BTO-T B2Gold Corp.

Good properties in Nicaragua. Also, have some properties in Colombia and the Philippines, but he just doesn’t understand the political risk. He tends to pick plays that are north-south. His company has a $3.50 target on this.


Price:
$1.950
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-03-06 PAST TOP PICK Must be logged in to use chart CAG.UN-T Coxe Global Agribusiness IF

(A Top Pick Feb 28/14. Down 0.95%.) Holding this because he likes agriculture. Has been very disappointed with the return and is currently reviewing it. Yield of 5%.


Price:
$8.480
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-06 DON'T BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

His target on this is $39, which would give you a return of about 3.3%. Going into energy companies, he would be looking at ones with higher yields and more on the oil side. Yield of 2.3%.


Price:
$37.470
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Unknown
2015-03-06 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

His company has a $47 target on this and doesn’t have any concern about the dividend. A very well-managed company. When the time is right, this is one that he would definitely be adding to.


Price:
$28.920
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-06 DON'T BUY Must be logged in to use chart DUST-N Direxion Dailey Gold Miners Bear 3X Shares

This is triple leveraged, so you have the possibility of it not doing what it is supposed to do. His strategy with precious metals is to look at it as insurance and hold a core position that every one of his clients should have. Has used this in the past to hedge himself. If you own good companies that are making it through, you do much better than to try to play the swings of the volatility.


Price:
$19.030
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-03-06 PAST TOP PICK Must be logged in to use chart ELD-T Eldorado Gold

(A Top Pick Feb 28/14. Down 26.69%.) The project is good, but there is that uncertainty about what is going to happen in Greece. Not adding to his position and waiting to see what happens. (See Top Picks.)


Price:
$6.090
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-06 COMMENT Must be logged in to use chart EMA-T Emera Inc

Did an acquisition in the US, which has been helping the balance sheet. As a utility, it is still too early for him to look at it. Has no concerns about the dividend. It looks very interesting and is one that he will be keeping an eye on. His target is $44 on this.


Price:
$40.840
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-03-06 TOP PICK Must be logged in to use chart FIH.U-T Fairfax India Holdings Corp

Fairfax has had an amazing track record in Canada. This gives really good management. For India, he likes their prime minister Modi and the central bank manager. Also, feels there is a lot of good growth. Over time he thinks this will be a really good holding.


Price:
$10.400
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-06 WAIT Must be logged in to use chart HBM-T Hudbay Minerals Inc.

Shied away from base metals completely. China right now is quite opaque in what is happening with their banking system. Some of the real estate is starting to burst. However, he is hearing a lot of mixed signals.


Price:
$9.730
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-03-06 TOP PICK Must be logged in to use chart HHL.UN-T Healthcare Leaders Income Fund

This company has been coming out with some really interesting products. This gives him a dividend yield of about 8%, because they are writing Covered Calls on a foreign portfolio and it is hedged to currency. This is the top 20 healthcare global companies.


Price:
$10.130
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 800 entries
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