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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
2014-12-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. The one thing people don’t talk about is what oil is going to be priced in. The key loser in this whole strategy will be US shale. What does this mean on the geopolitical picture between Saudi Arabia and the US and what is going on with Iran, as well as the deal that Rush adjusted with India? On a long-term basis, he thinks this is good for Canadian producers. It’ll be very interesting over the next quarter as to how quickly production declines. He lowered his positions in oil about a month ago, and is now just waiting to go back in. Thinks we are going to hit that bottom where it is going to be way overcorrected, and then it is going to correct back up to a level where it is going to settle. His company has a $75 oil target where they think oil is going to settle.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Affect of falling oil prices on Edmonton real estate? Wait and see what actually happens to oil prices. He thinks the light is going to shine a little bit better on the nature of fracing wells, as to how rapid the supplies come down. Unlike Canadian oil, which is very low declining ratios, a fracing well is extremely rapid. Expects that within the 1st quarter we are going to start to see inventory numbers come down rather quickly. Too early to tell. Wait to see how much cut back there is in Alberta.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Price has been moving higher along with the US$ in the last 1.5 months. Also, the decline in energy prices is really good for gold producers, because that is 30% - 60% of their input costs. Profitability should be picking up in Q1 and Q2. What factors affect the price of gold? We have to look at the disconnect between paper gold and physical gold. Countries have been repatriating their gold.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-12 TOP PICK Must be logged in to use chart AEM-T Agnico-Eagle Mines

(A Top Pick Dec 20/13. Up 5.29%.) A low cost gold producer. What he likes is that they are acquiring a lot of the competition. Well positioned to going forward. Cost of production is below $800, so they are actually making a lot of money in this environment. He has faith that the monetary madness we are going through will have its consequences. Gold is the ultimate money, not as a fiat currency.


Price:
$28.050
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-12 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

This is one that he would consider adding at this point.


Price:
$37.060
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Just added a bit to his portfolios. It is a good story. Yield of about 4%. He likes the utilities. They are being built. These make a lot of sense. His company has a $10.50 target on this a year out.


Price:
$9.340
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 SELL Must be logged in to use chart BTE-T Baytex Energy Corp

Cut their dividend this week. Sold his holdings last September. If you own, you should consider switching into something else.


Price:
$15.530
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
No
2014-12-12 TOP PICK Must be logged in to use chart CASH CASH

He is setting this aside for new IPO (HHL.UN-T) on an ETF on healthcare. This will contain global companies with about a 7% dividend.


Price:
$0.010
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? Likes them both, but his preference would be Suncor. Both companies are solid and have low cost of production. A 2.7% dividend yield.


Price:
$33.170
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-12 COMMENT Must be logged in to use chart ERF-T Enerplus Corp

His company has this is a sector perform and a high risk, with an $18 target a year out. Have reduced the rating because of their exposure to the US backing the Marcellus asset. He thinks the big hit is going to be coming on their shale play. Questions the sustainability of the dividend.


Price:
$10.790
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
No
2014-12-12 PAST TOP PICK Must be logged in to use chart HTD-T HBP US 30 yr Bond Bear+ ETF

(A Top Pick Dec 20/13. Down 27.56%.) 30-year bond bear. That was a short-term trade and he was out in January.


Price:
$5.590
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
No
2014-12-12 COMMENT Must be logged in to use chart PGF-T Pengrowth Energy

His company still has this with the $7 target. He would imagine this is because of where their production facilities are. About 60% gas. He would be cautious because the $7 target seems a little bit high.


Price:
$3.160
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 TOP PICK Must be logged in to use chart PPL-T Pembina Pipeline Corp

This is a sector that he has never sold in this decline. It will be a good entry point come January.


Price:
$37.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 SELL Must be logged in to use chart PWT-T Penn West Petroleum

His company has downgraded this as there are some concerns going forward. If you own, consider switching into something else. Look for the ones that are going to rebound the fastest. Companies with long-term hedges, low debt and low cost of production.


Price:
$2.500
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-12 COMMENT Must be logged in to use chart REI.UN-T RioCan Real Estate Investment

Thinks that commercial real estate still has a place where people do attend. He doesn’t look at REITs on a mall perspective, but tends to stick more with the more diversified commercial REITs. His company has a $29 target on this and as a medium risk.


Price:
$25.840
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 752 entries
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