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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
2015-01-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. The drop in oil prices is one of the catalysts to be looking out for going forward. This and the US$ are interrelated on the rise of the dollar. The key concern going forward which will bring more volatility to the North American market, is the level of debt on the fracing industry. A lot of this debt is not going to be able to be paid if oil prices stay here; you need oil prices above $85. He is currently under weighing the oils completely, but is looking forward to getting in. Thinks it is a great opportunity for Canada in the next couple of months. As the fracing industry gets destroyed because of debt, that production is going to have to be replaced, and Canada is that good supplier of that energy. This could be a pretty big hit to the economy.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Last year, this was the world’s 2nd best performing currency. If you look at gold as money, it is finally catching up to the US$. Looking at the period between 1978 and 1980, when gold had a massive run from $200-$100, it started moving in tandem with the dollar, and eventually caught up and beat it. If you have a race to the bottom, gold is finally catching up.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Zinc? He thinks it is too early to step in. He would wait to see when the dollar tops, and then start to pick away at some of the miners.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-01-23 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

The core of his precious metals holdings. One of the few companies that has actually been making money through this period. What they have been doing is buying up the competition. Has a great financial leverage.


Price:
$40.380
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 PAST TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(A Top Pick Jan 24/14. Up 48.74%.) He likes the power and he likes the utilities. He’ll be continuing to add to his holdings when he brings some cash back in.


Price:
$10.160
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 COMMENT Must be logged in to use chart AX.UN-T Artis Real Estate Investment Trust

The only concern is that a lot of the real estate is in Calgary, but they do have some pretty good leases in Calgary. The real question is how long we are going to be in the doldrums on oil prices. Has not added to his position, but has reduced when oil prices started coming down. Still too early to tell, but will be adding to this at some point.


Price:
$15.540
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

Likes that this a global play. Just added some telco assets in Europe. Likes the way the company is run. They are very good at acquiring assets. If you are looking to diversify out of pipelines and utilities and into infrastructure, this is a good one.


Price:
$53.480
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Must be logged in to use chart CEF.A-T Central Fund of Canada Ltd (A)

This is just bullion, gold and silver stored. A good play just on the commodity itself. 50% gold and 50% silver.


Price:
$16.620
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

One that has consistently grown and consistently paid a dividend. He is not too concerned about the dividend. They have a good balance sheet. He would wait to buy this, but would definitely not sell it. His company has this in a Sector Outperform with a $47 target.


Price:
$30.460
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 COMMENT Must be logged in to use chart CWT.UN-T Calloway REIT

His company has this with a $29 target. Thinks the cash flow is solid. This is diversified through Canada, so you are not specific to any single place.


Price:
$31.880
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-01-23 TOP PICK Must be logged in to use chart D.UN-T Dream Office REIT

A good conservative company. Well-managed and a good dividend. Solid.


Price:
$27.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 COMMENT Must be logged in to use chart ELD-T Eldorado Gold

This is in the development stage and has a lower cost of production. His company just reduced their target to $9.50 US.


Price:
$7.040
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-01-23 HOLD Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

Really likes management and feels safe with the dividend payment. Within the solid blue-chip payers, this is one of those that you should Hold and use other sectors to add if you get any kind of a pullback.


Price:
$42.990
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 PARTIAL SELL Must be logged in to use chart FNV-T Franco-Nevada Corp.

This is a “streamer”, which is why it has outperformed the gold stocks. A good solid company. He would rotate some money out of this and put it in the producers, because when we get the cycle of gold prices moving higher, you are going to get a greater leverage out of producers.


Price:
$67.910
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

One of those solid utilities where there isn’t much to worry about. This is a steady grower. He would add this to a conservative portfolio, but because the dividend is lower he prefers something with a higher dividend. His company has this as a Sector Outperform with a $40 target.


Price:
$40.780
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 779 entries
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