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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
2015-07-13 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Thinks the Greek situation is way overblown. When you see what has happened over the last 2-3 years, Drahgi’s moved in saying this was not going to be a problem, all the loans have been taken out of the private banks and moved onto the government balance sheet, and yet it goes on and on and on. The situation is not meaningful.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-13 DON'T BUY Must be logged in to use chart AA-N Alcoa

So much of the aluminum story depends on how well China is doing. There are some exciting things happening in aluminum. Aircraft sales are way up, and Ford (F-N) has moved into aluminum bodies for trucks. Until commodity prices start to get a little more stabilized, he doesn’t see money moving into the sector. A lot of these manufacturing companies are not about revenue gain, but operating cost cutting.


Price:
$10.820
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-13 WATCH Must be logged in to use chart AGU-T Agrium

There are some difficulties with the weather. The West is too dry and the East is too wet. This impacts these big companies to a certain extent. This one is very diversified. He wouldn’t chase it. He doesn’t think it is going to break away and take off on you.


Price:
$133.390
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-13 TOP PICK Must be logged in to use chart BABA-N Alibaba Group Holding

This is a platform that the Chinese are using. The Chinese are behind us. They haven’t built as many shopping centres and have a population that is used to using online more than going to the mall. This will provide a multitude of services and the platform looks good. This could be a long term play for decades.


Price:
$79.620
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-07-13 BUY on WEAKNESS Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A really well managed company. If you can get this when it is off, it is a very good company. Good management team.


Price:
$45.550
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-13 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Has been on his list for many years. It seems that they keep snatching defeat from the jaws of victory each time. They have done some things that are really interesting. The management change has yet to come into play. It needs the C series to take off and hit critical mass. Once it does that, then he thinks this can get going.


Price:
$2.010
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-13 COMMENT Must be logged in to use chart BRFS-N BRF Brasil Foods SA

If he had to buy a company that was based in Brazil, it would be this. It is really well run and is in a great area, because it is in the food business. Brazil has competitive advantages in the food business with the currency down as much is it is. He is not in a rush to go back to this, but does have it on his watch list.


Price:
$21.650
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-13 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

This has had a fair pullback. These were the leading stocks going up; transports are often anticipating better times. Feels they are reasonably priced but he is not in the sector right now. If you are a long-term holder, you will be okay.


Price:
$74.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-13 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

He owns this for yield. The company is doing all the right things, but the difficulty is that the oil price is going in the wrong direction. They are buying assets at a great price. Great balance sheet. Doesn’t think there is much they can do until energy prices stabilize. Management has stated that they have no intention of cutting the 12% dividend yield.


Price:
$26.070
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-07-13 COMMENT Must be logged in to use chart CVE-T Cenovus Energy

This is in a sector inside the market that is out of favour right now. He is not seeing any money flows into energy stocks right now, and thinks there are still negative outflows. This summer is going to be difficult on energy.


Price:
$19.180
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-13 COMMENT Must be logged in to use chart CVX-N Chevron Texaco

This company has downstream as well, so it is protected somewhat. However, these companies are just facing such strong headwinds. If you are not prepared to sit on this for quite a long period of time, there are other places to go.


Price:
$94.600
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-13 TOP PICK Must be logged in to use chart FB-Q Facebook

This now has all the ducks in a row and is really ready to deliver. It is a bit of a reach on a PE basis, but when you look at who is going to do well in the future, this one stands out. This is a sector that he thinks is going to grow so well that you have to have some of it in your portfolio. 73% of revenues come from mobile sources.


Price:
$87.220
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-07-13 COMMENT Must be logged in to use chart MFC-T Manulife Financial

This has been lethargic. The pace of moving interest rates higher has been slow as the economy sort of trips on itself. If Yellin moves in September, then things will perk up a little, and if she doesn’t, we will be in the sideways doldrums. A lot of good things are happening in this company. They have a large Asian exposure. The business in North America and Europe is solid. Earnings are growing, but not rapidly. The yield is safe. A pretty safe bet for a market like this.


Price:
$23.040
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-07-13 PAST TOP PICK Must be logged in to use chart QCOM-Q Qualcomm

(A Top Pick Aug 8/14. Down 12.34%.) There is a big change taking place and this was sort of churning sideways. He felt he had better things to do so he sold his holdings.


Price:
$62.800
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-13 COMMENT Must be logged in to use chart RDS.A-N Royal Dutch Shell PLC (A)

You have to love the dividends. They are nice and steady. This one is relatively safe. The difficulty for all of these stocks is that there are just no flows into the sector yet.


Price:
$55.830
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 877 entries
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