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

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Patrick Horan , Portfolio Manager

Agilith Capital Inc

Address
Victor Building
80 Richmond St W, Suite 203
Toronto, ON
M5H 2A4

Contact Info
Telephone: 416-915- 0284
Email:
Website: http://www.agilith.com

Bio:

Bottom-up investor


Date Signal Chart Symbol Company Opinion Price
2015-01-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Stocks are still the best game in town.  Stocks that are geared to a growing economy are the right place to be.  The safety trade is way overbought.  Telcos, grocery stores, utilities, pipelines have all gotten overbought.  There is a lot of momentum money in these stocks and when they get out they get out indiscriminately.  We have seen a lot of fear based investing.  The next step is when people turn away from high multiples. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2015-01-26 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks.  He is not that positive on the Canadian banks because of oil.  By spring we should know where the price of oil will be.  You want to look at banks in the fall.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

The baby boomers are shifting out of fixed income and into dividend stocks.  They are being forced to.  Some rates in Germany are negative. In Japan it takes 10 years to get a 1% return in fixed income.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 DON'T BUY Must be logged in to use chart AGF.B-T AGF Management (B)

They had a dividend cut.  It is very interesting here.  Down another 75 cents would be worth looking.


Price:
$7.130
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

It is on the expensive side.  They have European exposure, but as oil prices come down, gas prices also go down but typically people have more money to go in the store to buy things which is where their margin is.  This is a pretty good time for these guys.  Expects margins to be maintained.  He would wait for 10% more and then exit.  The multiples are pretty high.


Price:
$46.950
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 SELL Must be logged in to use chart AXP-N American Express

There is multiple compression coming into their space.  No one knows how this shakes out.  Step aside and wait for the dust to settle.  The other two are fine to invest in.


Price:
$83.300
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 BUY Must be logged in to use chart BABA-N Alibaba Group Holding

It is on the expensive side, although it has a lot of growth to it and it would be the reasonable one of the group.  He is bullish on technology and thinks this one will work out just fine.  It just wouldn’t be his favourite stock.  China’s economy would be good for it because they are moving toward a consumer economy.  He thinks you will do fine in it.


Price:
$103.990
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-01-26 DON'T BUY Must be logged in to use chart BCE-T BCE Inc.

Management has executed phenomenally here.  Their valuation is not as outrageous as some other areas like utilities and pipes.  He does not see a lot of return left in it.  You are better off with his Top Picks.


Price:
$57.870
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 DON'T BUY Must be logged in to use chart C-N CitiGroup

This Is his least favourite of the US banks.  They really didn’t do the reform coming out of 2008.  They were slow to do it.  They hung onto legacy businesses.  They have a lot of international exposure and this is the thing that he is cautious on.  He likes American banks in general.


Price:
$48.890
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 TOP PICK Must be logged in to use chart CAE-T CAE Inc

The military train their people in simulators more and more.  They have an excellent portfolio of civil and defense. 


Price:
$16.090
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 PAST TOP PICK Must be logged in to use chart CF-T Canaccord Financial Inc

(Top Pick Jan 10/14, Down 6.92%) They are geared to a commodity market.  They performed well the first half of the year.  He took half his position off since.  Continue to hold it or buy more.


Price:
$6.550
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 WATCH Must be logged in to use chart CWB-T Canadian Western Bank

One of the smaller Canadian banks.  He is cautious on it right now.  You want to see loan loss provision scale up.  Wait for it to get down to a 5% yield.


Price:
$28.550
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 TOP PICK Must be logged in to use chart ET-T Evertz Technologies Ltd.

TV technology, a leader in their space.  They benefit from a strong US dollar.  He expects their margins to improve and revenues to increase.  Management executes very well.  They are getting kicked out of dividend ETFs due to a rule change and this brought the stock down.  4% dividend.  There are high barriers to entry for competitors.


Price:
$16.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 HOLD Must be logged in to use chart GS-T Gluskin Sheff and Associates

Would prefer an IGM-T.  It looks okay here and is trading at a trough valuation.


Price:
$26.700
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 WAIT Must be logged in to use chart ITP-T Intertape Polymer Group

They issued a Q4 warning.  They say next year should be intact.  Give it a couple more weeks and then you should be okay on this one.


Price:
$17.200
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 273 entries
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