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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 Chart Symbol Company Opinion Price
2014-05-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Markets are fairly valued with pockets over and pockets undervalued.  He selects those that are undervalued.  He would be buying on any type of selloff in the market.  He buys 20-25 stocks. 


Price:
$0.020
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
_N/A
2014-05-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Rotation out of Growth and into Value stocks?  He focuses on value plays.  He doesn’t think it is changing in the markets.


Price:
$0.020
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
_N/A
2014-05-12 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks or Insurance Companies.  He is in insurance more than banks.  He does own SLF-T.  He is also looking at AIG.  The banks will be fine long term.


Price:
$0.020
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-05-12 WATCH Must be logged in to use chart AVO-T Avigilon Corp

These guys are growing revenues at an alarming clip, but the valuation was a concern for him and some members of the team are leaving and some investors are spooked.  It may take a quarter or two to build a base in the name.


Price:
$18.680
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-05-12 WEAK BUY Must be logged in to use chart BA-T Bell Aliant

Does not know if BCE will take over BA.  The dividend is probably safe.  He would want to lose the dividend and move to T-T.  BA is safe and steady if you want the income.


Price:
$28.170
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-05-12 TOP PICK Must be logged in to use chart CAM-T Canam Group Inc.

The industrial build out in the US is continuing.  The back log is record, up 30% this quarter.  The last quarter was affected by weather.  Management seems very confident in the future.  10 times earnings.


Price:
$13.190
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-05-12 PAST TOP PICK Must be logged in to use chart CCA-T Cogeco Cable

(Top Pick Apr 12/13, Up 41.29%) Was undervalued.  They were integrating new assets they purchased.  Margins were getting a little more robust.  He got out as they reached a target.


Price:
$62.050
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2014-05-12 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

He is not in any of these.  Uranium prices have been quite soft for the last few months.  He is following it. 


Price:
$22.500
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-05-12 DON'T BUY Must be logged in to use chart CCT-T Catamaran Corp

Doesn’t know if they get taken out.  Not an overly demanding multiple.  Integration issues with some CI work.  It’s on his radar.


Price:
$46.210
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2014-05-12 BUY Must be logged in to use chart CDV-T Com Dev International Ltd.

Very interesting Canadian play and underfollowed.  Their parts are in about 80% of satellites in orbit.  Now they are bidding on ships.  They announced last week they got a big contract.  If this business starts to generate earnings for them, then it should go somewhere.


Price:
$3.830
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-05-12 DON'T BUY Must be logged in to use chart CS-T Capstone Mining Corp.

Value play.  Was in it not so long ago.  Sold at the sell off due to being stopped out.  Nice value play they are building out in the US now.


Price:
$2.880
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2014-05-12 BUY Must be logged in to use chart ECA-T Encana Corp

Has been a great turnaround story.  They have been doing and saying all the right things.  They are getting more into the liquefied Nat Gas.  Would not be surprised if they have some consecutive beats although he can’t comment on tomorrow’s results.


Price:
$24.600
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2014-05-12 TOP PICK Must be logged in to use chart EH-T Easyhome

It is a rent to own business for electronics or furniture.  Easy Financial does short term loans.  They are growing their loan book quite rapidly and are growing business quite rapidly.  The multiple should expand on this one.  Reasonable return on equity and valuation.


Price:
$19.510
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-05-12 HOLD Must be logged in to use chart ESL-T Enghouse Systems

He added it to his portfolio recently.  Thinks they can continue to grow buy acquisition.  He is watching for them to do more deals.


Price:
$31.300
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-05-12 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(Top Pick Apr 12/13, Up 42.80%) He got out a little higher than where it is now as it hit his valuation target.


Price:
$37.830
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
Showing 1 to 15 of 214 entries
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