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

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James Telfser , Portfolio Manager

Caldwell Investment Manager

Date Signal Symbol Company Opinion Price
2013-04-12 N/A A Commentary A Comment -- General Comments From an Expert

Markets. He likes to buy companies that he can understand and what drives that business. Gold companies have been littered with issues such as cost overruns, etc. He doesn’t see a bottom in sight for gold yet. Still very constructive on certain sectors, outside of materials and energy in the short term as well as. There are a lot of technology companies that he likes as well as the telecom space, which represent decent value for dividend paying companies.

 Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2013-04-12 HOLD AGU-T Agrium

You need all the stars to be aligned to own this. He benefited from the Janna Partners coming into this name and rode it up to $110. Natural gas prices have been slowly creeping up, which is a big input cost for them. If natural gas prices are going to stay up in the $4 range for a while, this will start to hurt margins. Still likes the company for the wholesale and retail.

 Price:
$94.590
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-12 DON'T BUY ALA-T Altagas Ltd

Just made a reasonable acquisition in California, which will diversify their portfolios. There are risks in moving out of their territory. A lot of political issues that are hard to understand in how that drives power prices. Paying out about 50% of their cash flow, so the dividend is safe.

 Price:
$35.300
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-12 COMMENT BBD.B-T Bombardier Inc (B)

When developing a new plane, there is a lot of CapX involved which limits the amount of dividend increases that can be made.

 Price:
$4.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-12 BUY BCE-T BCE Inc.

Likes the stability of the business. Even if you are extremely bullish on the market, you should have some anchor stock in your portfolio. Feels they will have decent growth going forward. Continually surprising on free cash flow, which means they are continually increasing their dividends.

 Price:
$46.860
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-12 TOP PICK CCA-T Cogeco Cable

Likes the cable space, not so much the cable business but the higher-margin stuff that they do on the side. Recently made 2 acquisitions in the US. Can see $50 in 12 months. Dividend yield of 2.34%.

 Price:
$44.520
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-12 DON'T BUY CPX-T Capital Power

Has been a little disappointing operationally. Very exposed to Alberta and there is a lot going on there in the power space.

 Price:
$21.360
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-12 PAST TOP PICK DH-T Davis and Henderson

(A Top Pick Jan 23/13. Up 1.4%.) Cheques still make up a decent part of their business. Likes it for its defensive characteristics. Feels the dividend yield is safe. Getting a little more cautious on the name as he has heard they lost some business and he thinks the banks are going to pull off a little bit here, which could hurt them as well. If they lose another major client, he would be close to hitting the Sell button.

 Price:
$21.770
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-12 TOP PICK GIB.A-T CGI Group (A)

Can see this getting up to $30 if things continue to go well. Fundamentals look solid with plenty of room to improve. Trading at 12X forward earnings.

 Price:
$26.190
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-12 COMMENT HR.UN-T H&R Real Estate Inv Trust

REIT sector is interesting and he is trying to be a little bit ahead of the curve on it. Valuations are very high and slowly but surely he has seen REITs trickle off a little bit this year. Some risks on the valuation front. Prefers names that are trading at a discount on price to NAV such as Brookfield Office Properties (BPO-T), which pays a nice dividend. Has a lot of vacancies in their New York property but they are some of the best office properties globally.

 Price:
$23.400
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-12 PAST TOP PICK IFP.A-T International Forest Products (A)

(A Top Pick Jan 23/13. Up 10.43%.)

 Price:
$10.030
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-12 COMMENT NA-T National Bank of Canada

Recently looked at this as valuation is starting to look a little bit compelling, as are all the banks. Problem is that they don’t have all the levers that big banks have. May be affected more by net interest margin than the larger banks will be.

 Price:
$74.480
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-04-12 TOP PICK SO-T Softchoice Corp.

(IT infrastructure.) Involved in an area of the market that is growing quite nicely, small and medium-size businesses. Getting more involved in Cloud Computing and want to work with data more. Fragmented industry, so there are opportunities for consolidations. Fantastic fundamentals. Trading at 10X next year’s earnings and about a 17% ROC. Dividend yield of 2.24%.

 Price:
$16.460
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-12 BUY SU-T Suncor Energy Inc

Great assets. Likes that they did not proceed with Voyager, which makes more room for dividend increases. They were already generating a ton of free cash flow so they have room for dividend increases. With all the political issues, there is a lot of overhang on the shares. Next quarter is going to be a good indicator for him. Wildly cheap so once some of the negative sentiment gets removed, it will have room to run.

 Price:
$28.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-12 BUY T-T Telus Corp

Had a really good run but is in a sector that he feels that continues to grow their dividends and revenues. Wireless is still very popular and growing and has not fully penetrated yet. Seeing more and more data usage on smart phones, which is going to drive revenue growth for this company.

 Price:
$70.200
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 75 entries
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