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

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Jeff Young , Sr. VP & CIO

NexGen Financial

Address
36 Toronto Street
Suite 1070
Toronto, ON
M5C 3G9

Contact Info

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Date Signal Symbol Company Opinion Price
2013-05-17 COMMENT A Commentary A Comment -- General Comments From an Expert

Money has moved out of the Bond market, and into large cap defensive equities.  They are defensive in terms of the volatility of their cash flow,  but there comes a time when they are less defensive.  He thinks that there are specific stocks that are worth adding to a portfolio. Something that has a strong balance sheet that can survive a slow growth market, but still able to grow if the market improves.

Doesn't see a correction in the near future, and if we do pull back, that represents a buying opportunity

 Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2013-05-17 TOP PICK AGU-N Agrium (US)

Nice entry point due to planting season concerns, the  "Jana Drama" with the hedge fund and concerns of natural gas going up.   A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends.

 Price:
$91.340
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 WAIT ARE-T Aecon Group Inc

It's been correcting a bit. Margin difficulties in 2009. There may be more weakness before it bottoms out. We need to see more growth on the construction side.

 Price:
$11.170
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 DON'T BUY BA-T Bell Aliant

The dividends are in question over the long term, would not buy for the dividends.

 Price:
$28.140
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2013-05-17 BUY CDI-T Canelson Drilling

A very good company, but has exposure to heavy oil. If the keystone pipeline is approved it will help. He thinks it's a good company and that you can buy it here.

 Price:
$5.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK CDI-T Canelson Drilling

A small drilling company, with a very strong balance sheet. Have got horizontal drilling rigs, and if things turn up they will benefit.  Efficient operators with high quality top performing rigs.  Prefers the smaller guys as they fly under the radar, and have good relationships with the massive amounts of equipment. Could see $6 to $6.50 depending on what happens in the oil.

 Price:
$5.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 SELL CGX-T Cineplex Inc

Have owned stock, and made some gains, is it time to switch out? Yes, he did that as well.  It's a good stock and has had good yield and stable cash flow. Is now a bit expensive. There are better options.

 Price:
$34.600
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2013-05-17 BUY CM-T Canadian Imperial Bank of Commerce

Has the highest capital of all the banks, and has retrenched on the risk side. There is a short on the Canadian banks, and long on the US banks, which will be putting pressure on the cost. This is a long term buying opportunity.

 Price:
$78.500
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2013-05-17 DON'T BUY CP-T Canadian Pacific Rail

Missed this run, was surprised by it, thinks others were surprised by it too. It's about operational improvment. Bringing Hunter Harisson back. Now trading at 30x earnings. Too expensive right now.

 Price:
$142.420
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2013-05-17 WEAK BUY CWT.UN-T Calloway REIT

A high quality REIT, and like all REITs has had a very good run up.  Rents are going up, but the cost of money has been going down. But you are paying for that, as they are very expensive. If you want a high quality defensive holding it's fine but you are taking a bit of interest rate risk with it.

 Price:
$29.230
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2013-05-17 BUY DOL-T Dollarma Inc.

The dividend is sustainable, and they are growing across Canada. He views it as a staple as opposed to a discretionary stock.

 Price:
$72.460
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2013-05-17 HOLD ENB-T Enbridge

It's expensive, but it's been expensive for long time.  Expects it to grow 10% over the next year, but wouldn't rush into it at this point.  $44 would be a better entry point.

 Price:
$48.190
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 WAIT RON-T Rona Inc

Thinks the business is challenged by the big box stores.  Would wait on the sidelines until they sort things out.

 Price:
$10.340
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2013-05-17 PAST TOP PICK T-T Telus Corp

Was at 60.11 now 37.34(split) up 16.46% The government has been trying to get small players into the market, and these are being acquired by the bigger telcoms.  It's pretty fully valued here. So he wouldn't buy it now.

 Price:
$37.390
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2013-05-17 DON'T BUY TA-T Transalta Corp

Close to 8% on the dividend yield. Coal/gas fire utility. Doesn't think they need to cut the dividend anytime soon, but there's not a lot in the way of growth prospects for the company.  They have some assets coming on later on this year, which will help maintain the dividend, but everything has to go right.  Not a name that's attractive to him.

 Price:
$15.460
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 142 entries
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