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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
2015-04-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The bull market will bring you on side if you hold great investments.  We took out the highs prior to ’08 in ’13 and you got into a secular bull that we are 5 and a bit years into.  The business cycle is still in place and will force the market to have corrections.  Bull markets usually die of exhaustion.  The valuations just aren’t there and then the weight of the market takes over and brings itself down.  We are headed for a correction within an uptrend. 


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
_N/A
2015-04-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Outlook for Gold.  We all look at gold in terms of US$, but in terms of the Euro, CAD$ or AUS$ it has done quite well.  The gold sector is the cheapest sector.  It has been sold out for the longest.  Smart money is coming in to position itself in golds.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
_N/A
2015-04-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Potash.  He owns POT-T and has previously owned AGU-T.  He is in it just for the yield.  They are both good companies, although different from each other.  His concern is farm gate prices on crops.  They are not lifting yet.  This is the quarter where both stocks will make money.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
_N/A
2015-04-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

RRSP Holding Tax.  You get no benefit from tax withheld.  You can’t deduct the foreign tax, but you don’t get taxed on the dividend.  Check with your accountant.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
_N/A
2015-04-30 BUY on WEAKNESS Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This is a good company.  They have executed very well over time.  He is a little cautious on entering.  You could get a starting position.  The formula works and they are in Europe and it is working well.  This stock is being supported because the resource stocks are doing so badly. 


Price:
$46.180
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-30 TOP PICK Must be logged in to use chart BABA-N Alibaba Group Holding

China is going to become the largest consuming country and these guys are the box on the supplier as far as purchasers are concerned.  He thinks this one could really surprise you on the upside.  The price has stabilized here.


Price:
$81.290
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Yes
2015-04-30 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

They are a really well run group.  If they raise money they have a good idea of what they are going to do with the money.  It has been consistently good so stay in it.


Price:
$64.970
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
No
2015-04-30 BUY on WEAKNESS Must be logged in to use chart CAO-T Cara Operations Ltd.

He would wait on the stock for an entry point because it was hyped up and over subscribed at the IPO.  Be patient and buy it when it gets dipped.  A solid business model.  They have been doing a good job over the last 10 years.  He has YUM-N.


Price:
$31.500
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
No
2015-04-30 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

Packaging stocks would normally do well in this economy.  There have been so few opportunities in Canada with the commodities the way they are, and so money moved to the non-resource areas.  It will turn down when the market turns down.


Price:
$138.710
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
No
2015-04-30 BUY Must be logged in to use chart CCO-T Cameco Corporation

He likes the industry.  They are in a great position to supply India now as a quarantine has been lifted.  If the commodity repaired itself, then all of these stocks would come back.  This stock will lift up if money flows back into it.


Price:
$21.220
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-30 TOP PICK Must be logged in to use chart CSCO-Q Cisco

It is a new position.  He is staying in the tech space because the money flows in (from the commodity sector) are good.  They have a fabulous balance sheet.  It has room to grow at 10%.  The PE is very low so the stock is not expensive.  They have so much cash on the balance sheet they could go out and buy someone in a heartbeat.


Price:
$28.830
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Yes
2015-04-30 PAST TOP PICK Must be logged in to use chart GE-N General Electric

(Top Pick Apr 16/14, Up 8.39%) They had two areas that did not perform.  Merchant banking and oil.  The other divisions were quite good.  He has not sold any.  It has plenty of upside.  They look very interesting going forward.  It has a reasonable yield.


Price:
$27.080
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Yes
2015-04-30 HOLD Must be logged in to use chart GIB.A-T CGI Group (A)

The GMP analyst is still recommending it.  If you have a low cost base in it, then stick with it and possibly have a trailing stop.  There is something left in it according to the analyst, but we are getting long in the tooth in this one.


Price:
$50.780
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
No
2015-04-30 WEAK BUY Must be logged in to use chart HBM-T Hudbay Minerals Inc.

He generally plays it with more international stocks.  There are improvements coming and this one will be a beneficiary of them.  It should appreciate over time.


Price:
$11.930
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
No
2015-04-30 DON'T BUY Must be logged in to use chart HMC-N Honda Motor Ltd.

ADRs.  They are US dollar denominated.  You either have a currency tailwind or headwind.  Last year it was a tailwind.  It also harms earnings.  If the earnings are off shore and US dollar is strong, exports are hampered.  It was an off quarter for Honda.  Toyota has done a better job in the last year at getting things sold.  He prefers the ones they own – F-N and TTM-N.


Price:
$33.530
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 855 entries
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