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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
2014-02-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Gold has done quite well this year. He looks for sustainable momentum and wants to make sure a trend is good long-term before he gets into a particular stock. Thinks the current uptrend in gold is short-term. Doesn’t like this sector.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2014-02-19 COMMENT Must be logged in to use chart AC.B-T Air Canada (B)

This is a changed company and it is very hard to throw all of your money towards a stock like this, but it is worth a little bit of your attention. Thinks a lot of the Cdn/US dollars are built into the share price at this point so he is not running out to buy at this time. Incredibly cheap for the cost reduction that they have in place. Their pension is getting back in order and their balance sheet is looking a little bit better. Have a good growth plan. This is not a stock you want to hold long-term.


Price:
$5.860
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-19 WATCH Must be logged in to use chart ATD.A-T Alimentation Couche-Tard (A)

Has had this on the radar for a while. Well-run company and have been growing by acquisition both in the US and Europe. He worries that too much of that is getting baked into the share price. There are a lot of things that can surprise investors such as gasoline margins.


Price:
$85.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-02-19 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

In the short term, this is definitely a name that he wants to sit on the sidelines to see what happens. Valuation was compelling for a while whenever coming out with a new C series. All of a sudden there were delays, which cost money. There really is an issue with the balance sheet at this point. He has no doubt that company will get through this. Too risky at this time.


Price:
$3.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-02-19 TOP PICK Must be logged in to use chart CAM-T Canam Group Inc.

This is a name that you don’t want to hold for a whole cycle over a few years. You want to hold when margins start to grow, when non-residential building starts to really build up and that is where we are getting to right now. The Architectures Building Index, which is a good forward indicator for the stock, came out positive. Getting a lot of contracts. Just reinstated their dividend.


Price:
$13.740
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-19 TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

Acquired 2 Avery Dennison (AVY-N) businesses which was a transformational deal for them. This was very accretive and got them into a whole bunch of new businesses. Last quarter was reported as a combined company and they exceeded expectations considerably. Considers this as an anchor stock in his portfolio. They do labels for a lot of consumer products, stuff that is very sleepy. Slow growing business, but growing by acquisition in a highly fragmented industry can create a lot of value.


Price:
$81.970
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-19 HOLD Must be logged in to use chart CDV-T Com Dev International Ltd.

Likes the satellite space a lot. The US federal government has put a damper on this company a little, but what has been making up for that is commercial satellite business. Also, have an extra business called Exactor which tracks ships by satellite. This is now earning revenue for them and is EBITDA positive. Thinks this will continue to grow and add to the bottom line in cash flows. They are going to initiate a dividend. Represents very good value.


Price:
$3.880
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-19 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Not a bad name, but something he has never felt compelled to add to his holdings. Stock really hasn’t done much. They issue shares and they pay a nice dividend but it just kind of muddles around. Prefers growthier names or names that generate a lot of cash flow and can cover the dividend nicely.


Price:
$38.680
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-19 COMMENT Must be logged in to use chart CS-T Capstone Mining Corp.

If you think there is going to be an issue with emerging markets or China, that is not going to bode well for the stock. Long-term, he likes their assets very much. Have good cash flow ability. Their recent acquisition is going to add value to them down the road.


Price:
$3.060
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2014-02-19 BUY Must be logged in to use chart CVE-T Cenovus Energy

Very well run business. Have been struggling a little bit with their Foster Creek project but that is one of the highest class oil sands projects that we have in Canada right now. Cheap to produce and the project has a long life. This will considerably add to their growth in the next few years. A lot of the issues have been short term. You want to hold this for 2-3 years as they ramp up Foster Creek.


Price:
$28.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2014-02-19 PAST TOP PICK Must be logged in to use chart DH-T Davis and Henderson

(A Top Pick Jan 23/13. Up 39.49%.) As they were getting out of the chequing business, they were getting more into financial services. This last deal that they made was what really got the stock price going. Still sees good upside.


Price:
$28.860
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-19 COMMENT Must be logged in to use chart DHX-T DHX Media

Hard to be comfortable with media assets. You are at the mercy of who you sell these things too. Took a pass on this as it did not have the earnings predictability that he wanted.


Price:
$4.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-02-19 BUY Must be logged in to use chart GIL-T Gildan Activewear Inc.

Very impressed with the story when looking at all the details and what they are doing. Right now it represents a pretty decent entry point. Seem to be very focused on growing their business and are cutting costs. Expect they are going to make some acquisitions and get new license deals.


Price:
$55.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-02-19 PAST TOP PICK Must be logged in to use chart IFP.A-T International Forest Products (A)

(A Top Pick Jan 23/13. Up 90.23%.) Wanted something with maximum torque to lumber. His play was on lumber and he didn’t want to worry about any of the other divisions such as paper. Well-run company and they are in a good place in the US.


Price:
$17.350
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-02-19 HOLD Must be logged in to use chart MG-T Magna Int'l. (A)

Thinks there is still growth in auto stocks. There has been a big run up, but we have come out of a very big low. Auto sales are going to at least where they are or trek higher. He prefers Martinrea (MRE-T) which is a little riskier but you get a little bit more torque as far as valuation potential. However, Magna is a fine name to hold in your portfolio.


Price:
$95.840
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 187 entries
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