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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
2014-06-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. Changes are accelerating. The problems in Iraq have all of a sudden become a bigger problem. People are not talking about the 35 year energy deal that Russia and China have just signed. He sees the puzzle changing in terms of the monetary shift that we are going through. This is a massively important deal. The monetary system we are in is changing, and to him that is the last piece of the puzzle. That deal is going to force Saudi Arabia and Germany to make a decision. China has been Saudi Arabia’s biggest buyer of energy, and have been telling them they don’t want to pay for energy in US$, so are going to buy it from the Russians. Germany is Russia’s biggest source of energy, and will have to decide whose geopolitical benefits they’re going to stand for. There is big friction starting to occur in Germany. We are seeing a creation of a Euro-Asian energy complex and trading environment. Because of that, they are going to start dictating the pricing. If Saudi Arabia decided they were not going to continue to trade their oil in US$, what is a country like Chile going to do? They are selling most of their copper to China, and China does not want to pay in US$. Because of this investors have to prepare for stagflation. Monetary instability within the global market means that a lot of the debt that the Western world and the US have, are going to have to be paid somehow, which is going to happen because of a US$ decline. Thinks these issues are accelerating exponentially. The rapidity of everything happening is accelerating.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
_N/A
2014-06-27 COMMENT Must be logged in to use chart AAR.UN-T Pure Industrial Real Estatetrust Trust

Likes the REIT sector. He thinks we will see a decline in the REIT sector followed by a rebound. Likes this one because there is more on the industrial side than the commercial side. You have to look at geographical locations of the REITs, and he would rather have the ones that are sitting in Western Canada. 6.8% yield.


Price:
$4.560
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-27 PAST TOP PICK Must be logged in to use chart AEM-T Agnico-Eagle Mines

(A Top Pick July 20/13. Up 39.73%.) Thinks there is still a lot of room to go.


Price:
$40.110
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-27 DON'T BUY Must be logged in to use chart ATP-T Atlantic Power Corp.

Sold his holdings, but has been buying their convertible bonds. They are trying to get themselves sold. Have money in the bank. There is a lot of uncertainty as to where management is taking the company. 9.6% yield, but this might get cut. Have a convertible bond that is maturing in 2019, which he thinks is just perfect.


Price:
$4.150
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-27 COMMENT Must be logged in to use chart CPX-T Capital Power

Great company and they definitely deliver on the energy side.


Price:
$26.330
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-06-27 BUY Must be logged in to use chart CVE-T Cenovus Energy

He would like to own this for older clients, but the yield is only 3%. Has been looking at the ones that would give him more of a yield, but at the same level of growth. However, on the overall energy picture, he thinks this is a great investment. Reserve life is big and is going to continue.


Price:
$34.450
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-27 COMMENT Must be logged in to use chart FVI-T Fortuna Silver Mines

A lot of these companies are fully valued because of silver being at $21. Silver has just crossed the 200 day moving average, so on a technical basis it looks extremely good. There is a much larger Short silver position now than there is on gold.


Price:
$5.710
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-06-27 HOLD Must be logged in to use chart LSG-T Lake Shore Gold

With a lot of these companies the key issue is cost of production. As we went through this tunnel, cost of production was much higher than the stock price for a lot of the companies. This is why they have been hurt. He is pretty comfortable that gold is going to go back up and all these companies are going to look great.


Price:
$0.940
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-06-27 TOP PICK Must be logged in to use chart MMP.UN-T Precious Metals and Mining

If he has an older client that wants to have precious metals, this is one that he would put in their accounts. Considered higher risk, only because of the market cap. Has come down quite a bit. The dividend is a nice gift, but he is not trading it for that as it could come down. However, looking at the portfolio, you have about 30 different producing companies, and this is a great diversified play for precious metals.


Price:
$2.970
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-27 COMMENT Must be logged in to use chart NSU-T Nevsun Resources

His company has a $5.30 target 1 year out. There is a lot of benefit to the companies in the oil patch. The energy complex is definitely strong with good earnings.


Price:
$3.940
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-06-27 COMMENT Must be logged in to use chart S-T Sherritt International Corp.

Has looked at this in the last couple of months, only because he has been looking at base metal producers. Not ready to invest in any of them because he is still uncomfortable with the global economy. There are issues with the shadow banking in China that are also starting to blow up over the last couple of weeks. Too much uncertainty.


Price:
$4.320
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-06-27 COMMENT Must be logged in to use chart SGY-T Surge Energy Inc

There are 6 or 7 mid-tier companies like this that he really likes because of their growth spectrum. Management has been able to deliver on the production pickup. He wouldn’t just own one, but would have a basket of them.


Price:
$7.580
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-27 BUY Must be logged in to use chart TA-T Transalta Corp

Probably a good entry point at this price. 5.5% yield.


Price:
$12.980
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-27 COMMENT Must be logged in to use chart TBE-T Twin Butte Energy

Has had a pullback, but management is saying the dividend is okay. Had some issues with production rates, but he thinks they are solvable. Feels it is a good time to add to his position, which he did.


Price:
$1.770
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-06-27 PAST TOP PICK Must be logged in to use chart TBT-N ProShare Ultra Short 20+ yr Treasury ETF

(A Top Pick July 20/13. Down 16.67%.) Took some money out of this, but continues to trade it, as opposed to investing. At some point he expects interest rates are going to go up, and rather quickly.


Price:
$61.130
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 687 entries
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