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

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Gavin Graham , President

Graham Investment Strategy


Date Signal Chart Symbol Company Opinion Price
2014-05-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We need to see good economic data consistently and better earnings, to justify the levels that stocks are at right now. We are back to old time highs, where we were in 2007 or 2000, but it has been largely multiple expansion. Earnings growth, at least in North America, has not been particularly impressive. There have been some sectors such as Canadian banks and resource side where we are starting to see some decent earnings growth. Feels stock picking is a little more important, and at the same time, there have also been some things, whether small cap stocks or value stocks, which have actually done a lot better than the main line index itself. It is encouraging to see that actions governments took in the financial crisis 5 years ago have worked. All that does is take us back to where we were before the crisis, and it is looking a little stretched. Investors should be a little careful about being too complacent on geopolitical risks.


Price:
$0.020
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-05-27 PAST TOP PICK Must be logged in to use chart AEM-T Agnico-Eagle Mines

(A Top Pick May 31/13. Down 0.12%.) One of the better managed gold stocks. Still likes it.


Price:
$32.790
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-27 HOLD Must be logged in to use chart AGU-T Agrium

This company and Potash (POT-T) have both been enormous long-term winners over the last 10 years. Very, very attractive long-term return. You not only have exposure to fertilizer, but you also have it with their stores.


Price:
$98.090
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-27 BUY Must be logged in to use chart BCE-T BCE Inc.

This will continue to do very nicely. Has been gaining market share at the expense of Rogers (RCI.B-T). Started raising the dividend after leaving it untouched for 15 years. A nice, cozy oligopoly.


Price:
$49.830
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-27 PAST TOP PICK Must be logged in to use chart BEAM-N (Dead) Beam Inc

(A Top Pick May 31/13. Up 29.97%.) Was being acquired last spring, and he sold into the offer.


Price:
$83.470
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
No
2014-05-27 BUY Must be logged in to use chart BTE-T Baytex Energy Corp

If you like this stock, you shouldn’t be overly concerned about short-term price movements. Somewhat higher than it was a year ago, but not a great deal in contrast to some other midsize oil/gas companies.


Price:
$45.530
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-27 TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

Had a dreadful 1st quarter because of weather. Also, the slate of movies in the 1st quarter was too US centric for Canadian viewers. Bought 24 theatres in Atlantic Canada. Have also got additional advertising business and a net flick app that can be used. Average patron is spending $5 on popcorn and drinks. Dividend yield of 3.75%. The pullback is an opportunity for you to get it at a price it was a few months ago.


Price:
$40.180
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-27 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

What a lot of people don’t realize is that this is actually one of the top 10 mutual fund groups in the US, with American Century. Domestic business is doing really well. Very nice wealth management business.


Price:
$98.880
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-27 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Substantially higher than it was the year ago. One of the better run energy stocks because of the quality of the management.


Price:
$44.520
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-27 BUY Must be logged in to use chart CWB-T Canadian Western Bank

This has been one of the big success stories. Being Western focused, it is a beneficiary of the recovery in the Alberta economy in particular. Smaller banks are often going to perform better than the majors, simply because they can gain market share from the majors.


Price:
$37.230
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-27 TOP PICK Must be logged in to use chart ESV-N Ensco PLC

One of the largest offshore oil/gas drilling with one of the newest fleets in the business. Raised its dividend 50% and has a 5.8% yield.


Price:
$51.870
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-27 BUY Must be logged in to use chart G-T Goldcorp Inc

The last 2.5 years for gold stocks has been pretty painful in general. This is one of the better run stocks. The previous Indian government imposed a bunch of import taxes and duties. New government will be removing most of those, which will be a big boost to physical gold demand. Everybody should have a little.


Price:
$25.570
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-27 DON'T BUY Must be logged in to use chart GM-N General Motors Corporation

If you own, you have done pretty well with this since the government sold their stake. The current pullback could be a buying opportunity. At the same time, we don’t know how many more recalls are to come. Sentiment is not very positive towards this company at the present time, and we don’t know what size liability there will be.


Price:
$33.940
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-27 COMMENT Must be logged in to use chart HSBC-N HSBC Holdings P L C

(Market Call Minute.) This is a stock that ought to have done a lot better given its exposure to emerging markets. Slow growth exposure in the UK and a big misstep in the US has held it back somewhat. Reasonable dividend, and are starting to increase it.


Price:
$52.190
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-27 COMMENT Must be logged in to use chart IBN-N ICICI Bank Ltd.

One of the better run Indian banks. Has been doing pretty well in the last few months. Either this bank or an Indian ETF will do pretty well.


Price:
$50.770
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 2,935 entries
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