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Compiling comments that experts make about stocks while on public TV.

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Rick Stuchberry , Sr. VP & Sr. Portfolio Manager

Richardson GMP


Date Signal Chart Symbol Company Opinion Price
2014-04-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We’ve had almost a 5-year rally since the bottom. About 2 months ago he started trimming positions and raising his cash levels from fully invested to about 15%-20% in cash, looking for a correction. However, there is a real resistance recently to the market trying to go down. When it went down, the NASDAQ went down but the S&P and Dow didn’t follow. Comparing it to the 1987 market, everybody thought the 1987 market was exhausted and would roll over. It went sideways for 6 months and then took off on the upside. We are in a long-term secular bull market that will last decades, not months. Corrections give you opportunities to Buy.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-04-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Do oil stocks still have legs? The good news in energy is pretty well here with $104 in the oil and about $4.50 in natural gas. He would probably make a switch towards more natural gas. He has reduced his energy component in the last little while. Owns Crescent Point (CPG-T) for the yield.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-04-16 PAST TOP PICK Must be logged in to use chart ABVN-MM Companhia de Bebidas das Amer.

(A Top Pick May 2/13. Down 2.08%.) In this one for the great yield. Brazilian market had a wicked year last year. They are having elections this year and the World Cup is in 2 months, which should really kick off beer sales.


Price:
$37.200
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 PAST TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

(A Top Pick May 2/13. Up 30.63%.) Has been a good company and a great sector. Thinks that when we start to deliver gas to the West Coast, this could be quite a good winner. While it has had a good run, there is potential for more to come.


Price:
$47.350
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 COMMENT Must be logged in to use chart ARX-T Arc Resources Ltd

Really likes this. When we get pipe to the West Coast and they start taking Montne gas out, this is going to be a beneficiary. Has a great yield.


Price:
$32.420
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 COMMENT Must be logged in to use chart BCS-N Barclays Bank PLC

Some of these banks are a little sloppy because of a Ukraine situation. Feels there are opportunities in the banks because we have basically been going sideways for so long, but you really have to pick and choose. (See Top Picks.)


Price:
$16.070
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2014-04-16 SELL Must be logged in to use chart BP-N BP PLC

He would redeploy the capital into something else. The big internationals are all over the place and it is hard to analyze them. He would go with something closer to home where you get a better yield. We have great energy companies in Canada and he would buy the local ones.


Price:
$48.390
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-16 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

Lightened his holdings because he thought that when the oil price passed $100, it was getting a little rich and as well, he wanted to reposition oil more to gas. If you think oil prices are going to be steady or higher, this is a good operating company.


Price:
$46.520
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-16 DON'T BUY Must be logged in to use chart C-N CitiGroup

Trading below BV. There are reasons why the US banks are not recovering the way most people thought they would. The difficulty is that the regulators are now in the business and it is difficult to know what they are going to be allowed to do and how they are going to be able to deploy their capital. (See Top Picks.)


Price:
$48.180
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-16 COMMENT Must be logged in to use chart CHL-N China Mobile Hong Kong

Doesn’t own any telcos. He does like the Chinese market and he is a believer in the China story and that it will be successful, so this company will probably perform.


Price:
$46.670
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-16 COMMENT Must be logged in to use chart CHR.B-T Chorus Aviation Inc

If you are invested in this for yield, he would have a tendency to go for a more blue-chip type situation. It’s in the airlines business so it is very volatile.


Price:
$3.660
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2014-04-16 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

An interesting oil company in that they are almost more of a manufacturer than a “search and find” company. Through horizontal drilling, they have basically got 3 great positions in old oilfields and it is all about capital deployment and operating efficiencies. Feels the dividend is safe. There is enough growth to keep it going. Yield of around 6%.


Price:
$43.950
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 COMMENT Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

The best retail stock in Canada. There probably will be a split and there could be a dividend increase. Have done a really good job of managing and running their business.


Price:
$107.480
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-16 COMMENT Must be logged in to use chart ENB-T Enbridge

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.


Price:
$51.680
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-04-16 COMMENT Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.


Price:
$26.480
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
Showing 1 to 15 of 693 entries
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