Viewing Expert David Cockfield | StockChase
stockchase picture

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

Viewing Expert

David Cockfield , Managing Director

Northland Wealth Management


Date Signal Chart Symbol Company Opinion Price
2017-09-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We have rising interest rates. Economic numbers have been outstanding, certainly better than he ever thought they would be. A little dubious they are going to continue, but in the light of 4.5% growth, which we haven’t seen for a decade, he is not surprised that the Bank decided to raise interest rates. We are back to 1%. The economy going forward has seemed to force the Bank of Canada’s hand. This hasn’t had an effect on the TSX. People seem to be worried about all sorts of other things such as hydrogen bombs, NAFTA, and perhaps what is going to happen with hurricanes. When people are on edge, they tend to go to cash, gold, or just away from markets entirely. From a technical standpoint, 15,000 on the TSX seems to be a resistance level. At that level, if you are interested in buying banks, that is not a bad level.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2017-09-08 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Marijuana stocks? Has not bought any. We are very early on in a brand-new area, and there are a whole bunch of those stocks out there that are not going to be there 6-9 months from now. There are a lot of risks. Even the ETF has had a 20% decline. We just have to wait and let this whole business settle out.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-09-08 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Cdn$ versus the US$? Before going into the US$, he would wait a little, but sometime relatively soon, as soon as it becomes clear that the federal reserve raises rates again, he thinks the US$ will strengthen up. When the Cdn$ gets to $.83 and looks a little toppy, that would be the time to buy the US$.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

An ETF to play the banks? He doesn’t tend to invest in ETF’s for banks. Prefers Toronto Dominion (TD-T), Bank of Nova Scotia (BNS-T) and Bank of Montréal (BMO-T). Bank of Montréal has been a bit of a disappointment, and he may trade it off. If you want an ETF, BMO has a couple, the Equal Weight Bank (ZEB-T), and the Covered Call (ZWB-T). The covered call has been fairly reasonable. The yield on the latter is actually better than what you are going to get just on dividends. However, if the banks decide to take off, that part of your equation doesn’t work out, in fact you probably underperform.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT Must be logged in to use chart AC-T Air Canada

The stronger Cdn$ means operational costs are less expensive. He has a real bias against airlines, simply because he has seen so many fade away. Considers them a little too risky for the portfolios he manages. Not sure what all this crazy weather is going to do. He is also a believer that energy costs are probably at a bottom here and will be edging their way up over the next year or so.


Price:
$22.080
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-09-08 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

Highly recommended by some brokers and had a strong run up. Basically, it was consolidating different auto dealerships. Unfortunately, the main focus of their assets was in Alberta, and along came the price drop in oil, and the market went right down the drain. That was a major hit. They’ve stabilized and are still in the process of consolidating, but he thinks we are “long in the tooth” in the auto cycle, which makes the whole sector suspect. He would sit on the sidelines and see where the auto cycle goes.


Price:
$20.990
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

He is positive on the construction side. Prefers SNC Lavalin (SNC-T), who also has a broad range of services to offer. Anybody in that business is going to do well in the next little while.


Price:
$17.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-09-08 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

They are changing the whole concept of watching movies. They are putting in lounges and the food is better. If a little tight on money, and you want to take the family out, you can go here, perhaps have a beer, and see a good movie in a nice comfortable situation. It makes a very reasonable evening out, particularly for a family. They are improving the ambience significantly. Have had a run of crappy movies, which is part of the problem. He is watching this.


Price:
$38.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-09-08 HOLD Must be logged in to use chart ENB-T Enbridge

Sell or Hold? The world has not been kind to pipelines recently. It is more psychological that they are tied into the energy sector, which has been a total disaster. He would hang in there. It is a utility, and he doesn’t see any cessation of oil running through pipelines. Well-run. They have no problem finding financing. We are going to need the services of the pipelines for the foreseeable future. Dividend yield of 4.96%.


Price:
$49.210
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT Must be logged in to use chart GIB.A-T CGI Group (A)

A company that is a little unique in Canada. A computer services company which can do your programs. There was a big fuss because they got some programs screwed up in the US. A little scary in that it is a very volatile, but the multiple is not outrageous. This is something he might consider participating in, in the future. Most of their programming is in Europe, so it is different for a Canadian company.


Price:
$63.050
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-09-08 TOP PICK Must be logged in to use chart IGM-N iShares N.A. Technology ETF

This got whacked badly by the US$. If you like techs, this has all the best names in it. The US is still the best tech investment area globally, and this is a way to step in. Tech is still king in North America.


Price:
$152.530
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 BUY Must be logged in to use chart IPL-T Inter Pipeline

Inter Pipeline (IPL-T) or Pembina Pipeline (PPL-T)? Local carriers in Alberta, Saskatchewan and BC. They take oil from various oil sands, do some treating, with some storage. They are local utility providers on the pipeline side. Don’t have the political problems of getting through province to province to province. He likes the business they are in. The reason he likes this one is that it yields 7%. Either one is a good investment.


Price:
$22.760
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT Must be logged in to use chart POW-T Power Corp

A well-run company. The yield is okay, but it doesn’t seem to be going anywhere. Either Power Financial (PWF-T) or Sun Life (SLF-T) are good alternatives. They have a little different asset mix than the banks. Yields are good, but maybe not good enough to justify them. They’ve not been increasing their dividends as fast as the banks.


Price:
$29.740
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 BUY Must be logged in to use chart PPL-T Pembina Pipeline Corp

Inter Pipeline (IPL-T) or Pembina Pipeline (PPL-T)? Local carriers in Alberta, Saskatchewan and BC. They take oil from various oil sands, do some treating, with some storage. They are local utility providers on the pipeline side. Don’t have the political problems of getting through province to province to province. He likes the business they are in. The reason he likes Inter Pipeline is that it yields 7%. This one yields 5%. Either one is a good investment.


Price:
$40.540
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-09-08 COMMENT Must be logged in to use chart SHOP-T Shopify Inc.

One of the few Canadian growth stocks where multiples are scary. This company has moved into the small business area and is offering backup services that makes them just as competitive as the big guys. A tremendous opportunity for small businesses to survive in this digital age. They have a huge market out there that is yet to be tapped. Management is top rate.


Price:
$138.030
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 2,879 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.