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

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David Cockfield , Sr. VP & Managing Director

Northland Wealth Management


Date Signal Chart Symbol Company Opinion Price
2014-10-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are in a typical correction. Investors, in the meantime, should conserve cash and avoid high beta securities. He is surprised that people are so surprised. We are seeing some really good signs of panic in the last couple of days. Big volumes, nice downturns. He had picked $14,300 on the TSX as support and we hit that and went under it today. This is a nice washout. Expects this will be the place that it rests on for a while or bounces off. There is lots of cash out there.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-10-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. The Western Canadian Select, which is the heavy oil that we are exporting, is actually up a bit in the last 6 months. He has liked the oil stocks since early this year. The biggest plays of earnings growth in the Canadian economy has been the energy sector. The WTI and the Western Canadian Select differential has narrowed because the Cdn$ is down significantly. In the meantime, there have been some real good developments in that we exported 2 million barrels per day, up 35% from the same period last year. This is a record level. He expects that earnings coming through on the 3rd quarter are going to be quite good. Has a feeling that the weakness in some of our energy stocks is because a good deal of the selling is from the US, and that US portfolio managers are not aware of how our market works. Also, Enbridge (ENB-T) is in the process of opening a new pipeline down south, which will be shipping good old Canadian heavy oil down to the Gulf, 600,000 barrels a day.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-10-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Stop Losses to lock in profits? He has tried using these in the past, but has never been successful with them. For somebody managing their own portfolios, it is very tricky. His experience was that if the market sold off for any reason (sometimes it can be quite irrational) the stock would go down, you would get taken out and the stock would bounce right back up.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-10-10 PAST TOP PICK Must be logged in to use chart AGU-T Agrium

(A Top Pick Oct 22/13. Up 9.26%.) Still likes this as a Hold. A little concerned that they have given some profit warnings in the last little while. Very much weather related, but we are still in the retrieval part of the crop year.


Price:
$94.420
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 DON'T BUY Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

Has never been particularly positive on this one. They have a lot of time to put in before the oil starts to come out of the ground. They also seem to be on the edge of the cliff with their financing from China. There are lots of other companies that are in production and showing earnings and giving a yield.


Price:
$4.590
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-10 PAST TOP PICK Must be logged in to use chart BA-T Bell Aliant

(A Top Pick Oct 22/13. Up 19.25%.) Being acquired by Bell Canada (BCE-T). He sold his holdings at $31.20.


Price:
$30.540
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-10 DON'T BUY Must be logged in to use chart BAD-T Badger Daylighting

They use high-pressure water, rather than mechanical means, to tunnel. This means it can be sent into sensitive areas. Have been very good at it. Unfortunately, the technology is not patentable. People can build a big truck with a pressure pump and do the same job, which is exactly what other people are doing. Have lots of competition which is eating into their margins.


Price:
$25.790
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-10 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

This gotten beaten up a little bit more than the other banks recently. Feels there is too much concern about their earnings in central and south America. He still sees them as economically doing quite well. A conservative bank. Yield of 3.87%.


Price:
$67.990
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 TOP PICK Must be logged in to use chart BTE-T Baytex Energy Corp

A heavy oil producer. They have been leaders in oil by rail. Management has shown themselves to be heads up in terms of marketing in the US and he thinks they will continue to do that. Yield of 7.88%.


Price:
$37.100
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 BUY Must be logged in to use chart CNR-T Canadian National R.R.

Has a Buy on this in the $71 range. If you currently have it, you should certainly hold it. This is one of the big beneficiaries of the increasing oil production. They make big money shipping oil and are getting better at it and costs are down.


Price:
$72.250
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2014-10-10 DON'T BUY Must be logged in to use chart COS-T Canadian Oil Sands

Not one of his favourites. The problem is that it seems to have an aging infrastructure. They have fires and explosions. There always seems to be something going wrong. Have lots of capital requirements in the future that concern him. Prefers others.


Price:
$18.300
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-10 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(A Top Pick Oct 22/13. Down 3.82%.) Down, but this is just a measure of the panic in the market. This is one of his favourite stocks. Pays an excellent dividend of well over 7%. Have an excellent production record. $81 US for Bakken oil now. A fantastic operator and they have years of drilling to do.


Price:
$36.820
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 BUY Must be logged in to use chart FRU-T Freehold Royalties

This is in a Buy range here. This company just pays out the royalties that it receives. Have good properties to drill and he thinks they will continue to expand. At these prices, this is a good Buy. 7.6% dividend yield.


Price:
$21.660
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 BUY Must be logged in to use chart IMO-T Imperial Oil

This company got knocked down with the rest. Has good assets, good production and has heavy oil. One of the better quality ones. In the long-term, this is a very safe bet in the oil industry. He prefers higher yields in some of the others. 1% dividend yield.


Price:
$49.860
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-10 BUY Must be logged in to use chart IPL-T Inter Pipeline

Which pipelines should he buy? His favourites have been in the juniors, Pembina (PPL-T) and Inter Pipeline (IPL-T). Likes these because they operate virtually all in Alberta and somewhat in Saskatchewan and BC. They don’t face the kind of political problems that the larger ones do. Will probably show better growth in a reasonable market and he would say either of these 2. They give reasonable dividends and good growth potential.


Price:
$33.500
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 2,319 entries
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