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

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Ian Ainsworth , Vice President, Investments

MacKenzie Financial Corp.


Date Signal Chart Symbol Company Opinion Price
2013-10-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Growth is being able to grow faster than the industry and faster than the economy.  Focus on revenue growth as they are bringing something new to the economy and then for the ability to do that profitably, with better margins than competitors.  In emerging markets we may find lots of revenue growth but it is a different benchmark than the US companies.  Canada has the potential to grow faster than the US.  It has to be driven by golds and commodities and it is interesting to see if we get that super cycle. 


Price:
$0.020
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2013-10-28 BUY Must be logged in to use chart AAPL-Q Apple

He had a big run and his experience is that consumer products like this take a big run and then roll over and die.  So now he feels it is an on-going battle of whether they will make the quarter or not.


Price:
$529.876
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2013-10-28 DON'T BUY Must be logged in to use chart AMT-N American Tower

Provide and rent towers to companies like AT&T.  The problem is that it is like a real estate company and uses a lot of money to put up towers and rent them out.  There is still growth but their cost of debt would go up with interest rates. 


Price:
$80.300
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-28 DON'T BUY Must be logged in to use chart BB-T BlackBerry

A great company.  Struggled to transition to a software and service world.  They are going to use up their cash.  It is not obvious who should buy them.  There is some value buyer.  Their messaging platform is wonderful.  Thinks he will be pressured to move to other vendors because of the concerns.


Price:
$8.550
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2013-10-28 TOP PICK Must be logged in to use chart CCT-T Catamaran Corp

Been under pressure - undue concern about health care in the states.  If that happens he thinks this one will do better and recommends taking advantage of this move.  Just won the sigma contract.  Down around 16 times earnings and thinks they will be taken out at some point.  Lower highs and lower lows but he goes on fundamentals.


Price:
$51.830
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2013-10-28 TOP PICK Must be logged in to use chart EL-N Estee Lauder

Quite an amazing little company.  Biggest market in face and skin creams.  Prestige beauty market is growing and these guys are growing faster.  Owner is 75 years old and there is potential for a takeout but that is not why he buys it.  Diversity of brands and countries. 


Price:
$71.560
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2013-10-28 HOLD Must be logged in to use chart FB-Q Facebook

Had a bad IPO.  Comfortable buying it back in the $20s.  He modeled it out very conservatively and now targets in the high $40s.  He is holding it and their future roll out of video could really boost revenues.


Price:
$50.229
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-28 DON'T BUY Must be logged in to use chart GIB.A-T CGI Group (A)

Has been an amazing performer but it didn’t pass his screens.  Their debt equity ratio is beyond what is normal.  Likes the management.  Cautious about this one.  They are in a good position to pay down the debt and he would be interested in .5:1.


Price:
$34.960
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-28 DON'T BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Likes their technology and products.  When he models out the prospects for their new HEP C drug the numbers don’t work.  Thinks the new product is already built in. 


Price:
$68.731
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2013-10-28 DON'T BUY Must be logged in to use chart GLW-N Corning Inc

Fairly mature business.  Their recent deal is highly accretive, but their mix of revenues is even more mature.  He thinks that this company does not pass his growth criteria.


Price:
$17.300
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-28 PAST TOP PICK Must be logged in to use chart GOOG-Q Google

(Top Pick Aug 29/12, Up 47.63%) Biggest holding in all his funds. One of the cheapest plays on this new technology.  They should split it but doesn’t know if they will.  Larger server manufacturer in the world, just using them internally.


Price:
$1015.000
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2013-10-28 COMMENT Must be logged in to use chart ILMN-Q Illumina Inc.

Dominant player in gene sequencing business.  Becoming more commercially available to clinics instead of just research labs.  They are buying up some of their customers and going into competition with them.  He is nervous of the valuation.  It is at and beyond his expectations.


Price:
$92.760
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-28 DON'T BUY Must be logged in to use chart INTC-Q Intel

Not positioned for mobile because their chips use too much energy.  They are moving to better chips to compete with ARM.  There is this big battle going on and it will pressure prices for a while.  Their margins will come under pressure.  They can probably continue with their dividend but growth will come under pressure.


Price:
$24.360
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-28 DON'T BUY Must be logged in to use chart ORCL-N Oracle

Great company, strong position in databases.  Companies find it hard to move away from them.  The problem is that the DB business is fairly mature.  Oracle is slow to adapt to the cloud, however they are also unsure how to deal with ‘Big Data’.  Others are finding that the world is changing very rapidly.  A solid company but the transition is going to start to eat into their growth.  This does not qualify according to his growth criteria.


Price:
$33.140
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-28 PAST TOP PICK Must be logged in to use chart PANW-N Palo Alto Networks

(Top Pick Aug 29/12, Down 33.31%)  A disappointment for him.  Grew service business, but we are seeing a shift away from infrastructure stocks.  IT is a service rather than licensed hardware and software.  Would not have expected this to affect them this quickly.  Don’t be quick to sell it.


Price:
$42.720
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
Showing 1 to 15 of 374 entries
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