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

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Greg Newman , Senior Wealth Advisor

ScotiaMcLeod


Date Signal Chart Symbol Company Opinion Price
2014-06-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  It is like the ‘90s.  It didn’t end so well.  There was a great time when investors were able to make lots of money because of the Fed, and growth wasn’t too hot, or too cold.  It is like that now.  Where are people with cash going to go?  Dividend stocks with rising cash flows and 3-5% dividends.  We are in the half disbelief phase.  Own quality and practice asset allocation.  No one knows when things will change.  If you have some kind of Leman event, you have to have a switch you click off to protect yourself and that is with futures.  Energy trade looks attractive but it is stock specific.  If a stock is not accurately discounting future cash flows, it is a buy.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
_N/A
2014-06-12 BUY Must be logged in to use chart ACO.X-T Atco Ltd

Sees utility growth continuing.  Sees 2013-15 as 10.4% growth rate compounded.  Likes the name.


Price:
$52.130
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Always look for a faster growth than peers.  Sees them growing at 29% over the next three years compounded annually.  Expects dividend growth as well.


Price:
$8.180
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Yes
2014-06-12 BUY on WEAKNESS Must be logged in to use chart BA-T Bell Aliant

Thinks it is a decent buy.  Management reiterated in Q1 the commitment to the dividend.  Good fiber penetration.  Potentially a fit for BCE-T next year and it could be accretive for them to buy.  Bell will have the cash next year and BA’s costs should be lower next year.


Price:
$28.230
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(Top Pick Jun 12/13, Up 19.49%) It has had some setbacks, not returning capital to shareholders.  Still a play on housing recovery and rising interest rates over time.  Slower than he would have liked.  Buy on weakness in the low $16’s.


Price:
$15.420
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Yes
2014-06-12 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

BAM.A-T vs. BIP.UN-T.  He would buy more of each.  BAM.A-T growing at 14% annually, one year out.  BAM.A-T is the better buy.  BIP.UN-T will have the higher yield, however.


Price:
$46.640
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 HOLD Must be logged in to use chart BCE-T BCE Inc.

Ex-dividend today.  Don’t buy more.  Doesn’t think it will go higher from here.  Sees wireless market not to be growing.  Sees a saturated market. 


Price:
$49.400
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 WEAK BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Of all the banks this would not be his favourite.  Operational earnings were up only 4% and pretax prevision came in with operational leverage.  They are saying they are keeping their capital ratios at the levels they are at now even if they do acquisitions.  Does not see a whole lot of upside, but you get paid the dividend.  BNS-T is his favourite Canadian Bank.  BNS-T beat on revenue growth.


Price:
$96.830
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 SPECULATIVE BUY Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

Debt too high.  Net operating income fell last quarter.  At current valuation bad news is priced in.  Their overall growth rate through acquisitions is okay.  Payout ratios are turning down.  He is giving them a chance.


Price:
$18.670
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 DON'T BUY Must be logged in to use chart CVE-T Cenovus Energy

Short Term?  Northern Iraq has impacted the price of oil.  If you are looking for fast money, don’t go to this one.  Hampered by operational challenges.  It comes down to cash flow growth.  Compare to CNQ-T where it will grow faster, or SU-T.


Price:
$33.500
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 BUY on WEAKNESS Must be logged in to use chart ENB-T Enbridge

Northern Gateway – where do you see it 5 years from now if that pipeline is built? It is not that cheap, but they have 12% growth rate for years to come.  He upgraded his target yield.  Good dividend growth, but it is pricey.  Thinks Northern Gateway will go through and that Obama will approve Keystone XL.  These are priced in at this point.


Price:
$50.770
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 BUY on WEAKNESS Must be logged in to use chart FCR-T First Capital Realty

Had a nice move.  Occupancy is 95.3%.  Renewal spreads are up 13% higher than expiries. It is pricy but is a high quality name.  Buy at $17.50 or below.


Price:
$18.820
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Yes
2014-06-12 BUY Must be logged in to use chart FTS-T Fortis Inc.

US acquisition could close in Sept. and is going better than they thought.  Sees modest accretion with the deal.  It is capable of a lot of growth.


Price:
$31.650
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 HOLD Must be logged in to use chart GEI-T Gibson Energy

This is cheaper than its peers.  Not as high a quality a name as Pembina.  You will get paid the dividend, but there is better value elsewhere.  He would sell a call. 


Price:
$32.690
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Unknown
2014-06-12 PAST TOP PICK Must be logged in to use chart IFP-T Interfor Corp

(Top Pick Jun 12/13, Up 45.32%)  Valuations are high so he would be trimming.  Remains solid due to cash flows.  Premium growth is only visible out to the end of 2015.  Don’t put more money into this.


Price:
$15.280
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Yes
Showing 1 to 15 of 426 entries
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