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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
2014-04-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Interest Rates. 10 year Bonds have gone from 1.5% to 2.7%, about a 100% increase. Rates are getting higher. As the Fed tries to taper, the selling of the fixed income market will continue and that will generate higher rates. He is not talking about the short end of the curve, but the long end of the curve. The Fed needs to keep buying. If you look at their balance sheet, they have been the buyer and they have to continue if they are going to control the yields. They are going to have to print money and REITs are going to go higher. This is involving bigger and bigger economies. It has the feel of the 30s as to how it is involving the whole world.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
_N/A
2014-04-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Natural gas? If you want to have participation strictly in natural gas, U.S. Natural Gas Fund (UNG-N) ETF is the way to play it. There has been quite a cleansing on the natural gas environment, in that a lot of drillers had to switch to a lot more oil than gas because of the price. We have had a great winter for natural gas and inventories are down again.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
_N/A
2014-04-03 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

Nice diversified energy company. They produce, distribute and store. For new money, he would be adding it to a portfolio. He has it as a “sector perform” with a medium risk. It is already ahead of his target of $43.


Price:
$45.750
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 COMMENT Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

Prefers smaller players for his oil exposure. Likes the ones that have more exposure to discovery, a pickup in oil production to the bottom line and just changing to a dividend model. Has an $11 target on this.


Price:
$7.790
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-04-03 BUY Must be logged in to use chart BTO-T B2Gold Corp.

Likes their property in Nicaragua. However, they have a number of other properties as well. This is not his biggest holding and has just a touch of it. To have a basket of gold stocks makes a lot of sense. He feels that the sector has very little risk in it. His only concern is that they have properties in Africa. Geopolitical risk to him is key.


Price:
$3.080
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

One of the biggest uranium producers. Has this as a “sector outperform”. He is not adding any uranium, but if he was, he would buy Uranium Participation (U-T).


Price:
$26.770
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-04-03 TOP PICK Must be logged in to use chart CRP-T Ceres Global Ag

Likes this company because it grows food in Canada and ships it in its own railroads down to the Chicago area where there are grain elevators. This is a food play, mostly because of the drought in California. This is the third-year and we are already starting to feel price shock in the food cycle.


Price:
$7.000
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 COMMENT Must be logged in to use chart CSE-T Capstone Infrastructure

Mostly wind power. His target is $4. Likes the yield. Thinks that at some point this will get taken out.


Price:
$4.040
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 COMMENT Must be logged in to use chart DIR.UN-T Dundee Industrial REIT

A pretty well run company. Good management.


Price:
$9.210
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Unknown
2014-04-03 PAST TOP PICK Must be logged in to use chart G-T Goldcorp Inc

(A Top Pick April 26/13. Down 5.34%.) Has made an offer for Osisko (OSK-T) and Yamana (YRI-T) has come along with a couple of pension funds to scuttle that. Likes this company. Cost of production is in check. Have been generating a lot of cash flow.


Price:
$27.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 COMMENT Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

A solid company. Had a bit of trouble 2-3 years ago with a property they had in Alberta, but the Alberta economy is starting to definitely do well, so those issues are out-of-the-way. Would not have a problem recommending this to an elderly person. Yield is maintainable. Has this as a sector perform with a medium risk and at $23 target. He would rather underweight the sector for now and wait and go bigger later.


Price:
$22.700
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-04-03 COMMENT Must be logged in to use chart IMG-T Iamgold Corp

He would not be buying this for capital appreciation on the rebound because their cost of production is much higher than the current price of gold.


Price:
$3.870
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-04-03 COMMENT Must be logged in to use chart LEG-T Legacy Oil and Gas Inc.

Thinks that they just might increase their dividend in the near future. Has a $9 target with a “sector outperform” on it. Likes their properties and what the company has been doing.


Price:
$7.490
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 PAST TOP PICK Must be logged in to use chart NPI-T Northland Power Inc

(A Top Pick April 26/13. Up 3.35%.) This is one that he would be adding to new portfolios. 6.3% yield.


Price:
$17.200
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 PAST TOP PICK Must be logged in to use chart PPL-T Pembina Pipeline Corp

(A Top Pick April 26/13. Up 35.25%.) To him the pipelines are solid monopolies because we have to get the energy out to the rest of the world and we have to ship it. (See Top Picks.)


Price:
$41.750
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 667 entries
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