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

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Fabrice Taylor , Publisher

The President's Club Newsletter

Date Signal Symbol Company Opinion Price
2013-02-21 N/A A Commentary A Comment -- General Comments From an Expert

Resource Stocks. Thinks the pressure they are under has to continue. Junior market is pretty much dead. A lot of them are desperate for financing, which they are not going to get. Shareholder destruction is breathtaking. The one good thing is that they are going to be more careful in expanding. Some of these projects are going to get shelved, or mothballed at the very least. Production growth will be reined in, which will hopefully moderate supply, which will bring prices more into balance and that will allow them to start over.

 Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2013-02-21 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Generally constructive on the markets overall. In the low interest-rate environment, where are you going to go? You can’t hold your money in bonds. He read that there are tens of billions of dollars sitting in GICs and the ones in 5 year holdings are going to mature soon. If people are looking at solid, blue chips that pay good dividends, they don’t have to grow much.

 Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2013-02-21 N/A A Commentary A Comment -- General Comments From an Expert

US financials. Thinks these are going to lead the way. Have slowly fixed their balance sheets. Housing market is coming back so mortgages will be coming back on side. (See Top Picks.)

 Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2013-02-21 HOLD ABM-X Athabasca Minerals

Produces gravel in Fort McMurray for the big oil companies. Stock sold off because it got ahead of itself and, as well, people are losing patience with the permitting of the frac sand deposit. If this deposit gets developed, the stock will go a lot higher. Has it as a Hold right now as he wants to see the Q4 earnings.

 Price:
$1.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-21 PAST TOP PICK AD-T Alaris Royalty

(A Top Pick April 13/12. Up 52.6%.) One of his favourite companies. Loves management. They buy royalties but they cap it so it can’t get too big. Very innovative and very good at finding creative deals. Becoming pricey now at 29X earnings so he considers it a Hold. 4.6% yield.

 Price:
$27.560
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-21 TOP PICK AIG-N American International Group

Assets are mostly bonds, some stocks and cash. If you add it up and subtract the liabilities, you could sell everything today and give investors a very big return. Discount to book is roughly 45%. He is looking at a 35% return.

 Price:
$37.280
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-21 DON'T BUY AVO-T Avigilon Corp

Security surveillance. Very competitive business. This one has done very, very well. The chart and recent news tells him this is probably going to go higher. Not a cheap stock with something like 30X forward earnings.

 Price:
$11.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-02-21 DON'T BUY BB-T BlackBerry

Wants them to succeed. Analysts are divided on this because they have no idea. If it is difficult for them, it will be difficult for the rest of us. Wait until you see signs of a turnaround.

 Price:
$14.130
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-02-21 DON'T BUY BBD.B-T Bombardier Inc (B)

Missed their earnings by a couple of cents. This company will do well in a really good economy. Wouldn’t be interested in this stock because it is low return and it’s super competitive. Chart would indicate that the stock is not going anywhere.

 Price:
$3.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-02-21 PARTIAL BUY BPF.UN-T Boston Pizza Royalties

A royalty business and they don’t actually do anything, just sell franchises. As new restaurants mature, they get put into the pool. Wonderful business. Not growing very quickly and given the appreciation of the stock price, he wouldn’t be a very aggressive buyer here. 5.8% yield.

 Price:
$20.100
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-21 BUY on WEAKNESS CLR-T Clearwater Seafoods Inc.

Clearwater Seafoods (CLR-T) or High Liner Foods (HLF-T)? Both have done quite well. Feels the trend is your friend on these stocks. Revenues are climbing and the margins are strong. Hard to buy a stock that has gone up like these but they are going to go higher. If you don’t own, wait for an opportunity to buy.

 Price:
$4.560
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-02-21 DON'T BUY CNQ-T Canadian Natural Rsrcs

Usually doesn’t invest in resources because this is not where you make money. What you want to do is buy the companies that supply the resources. This one hasn’t done well because of the differentials in oil.

 Price:
$29.990
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-02-21 COMMENT GH-T Gamehost Inc

Casino and hotels own this. Dividend stock, not high growth. Very well run. The only caveat is that it is a very small market, Alberta only, which is a boom or bust economy. 6.8% yield.

 Price:
$12.910
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2013-02-21 BUY on WEAKNESS HLF-T High Liner Foods

Clearwater Seafoods (CLR-T) or High Liner Foods (HLF-T)? Both have done quite well. Feels the trend is your friend on these stocks. Revenues are climbing and the margins are strong. Hard to buy a stock that has gone up like these but they are going to go higher. If you don’t own, wait for an opportunity to buy.

 Price:
$34.800
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-02-21 DON'T BUY HNL-T Horizon North Logistics

Operate camps where they house workers in the oil sands around Fort McMurray. There are hints of a slowdown and people are sensing that Fort McMurray is slowing a little bit because of all the Fracing that is going on in North Dakota.

 Price:
$6.290
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 145 entries
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