Viewing Expert David Cockfield | StockChase
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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
2017-02-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He is just sitting, waiting and seeing. There is a lot of fanfare and a lot of talk. He would like to see what the US Congress is going to do. It’s going to take time. Feels that the Keystone XL pipeline will go through.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2017-02-03 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

An Alberta utility with some gas pipelines and processing. Buying a Washington DC based utility in Virginia, 2000 miles apart. It is going to take them a year or more for them to sort through all the regulations. Looks like it is accretive. They’ve raised the $2.5 billion externally, and it all went through quite nicely. It doesn’t seem like a natural fit to him. This has a great yield of about 7%.


Price:
$31.140
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 COMMENT Must be logged in to use chart BB-T BlackBerry

A lot of people had this dead and buried years ago, and they survived. They are shifting their emphasis and are going to be more into apps and the electronic side, than just producing phones, etc. They still have a lot of good patents. That they survived makes him think the company has a future. It is still a potential takeover. The longer they survive, the more likely they are going to get back into growth or be taken out.


Price:
$9.110
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 HOLD Must be logged in to use chart BCE-T BCE Inc.

Took some profits on this some time ago. Good management. They’ve recently come out with quarterly earnings and missed on a couple of spots, but they increased the dividend. You basically hold this for the long-term growth, and the nice fat dividend. 5%+ dividend yield right now.


Price:
$57.420
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-02-03 PAST TOP PICK Must be logged in to use chart BPY.UN-T Brookfield Property Partners

(A Top Pick Dec 4/15. Up 4.6%.) Sold his holdings at $31 after he saw what was happening in the UK and with BREXIT. If it got down to around $27, he would have another hard look at this.


Price:
$29.040
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-02-03 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

He is still very positive on this. There were studies that were showing that when they bring forward their reserve numbers, the increases are going to be fantastic. This isn’t just a Canadian company. They have significant holdings in the shales in the US, where most of their capital expenditures are. They are going to do very well.


Price:
$5.230
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

Has great faith in this company’s management. They were a little slow in cutting their dividend. They are going to survive. Has some good land. They have lots of properties. Where people are worried about the US border tax they have lots of lands in North Dakota.


Price:
$14.790
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 COMMENT Must be logged in to use chart ENB-T Enbridge

Likes the pipelines and thinks the environment is improving. He was not unhappy that the Northern Gateway got cancelled. That would have been a political and legal burden for this company. The time was not right for that. 4.1% dividend yield.


Price:
$57.050
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 WAIT Must be logged in to use chart FTS-T Fortis Inc.

Has taken some profits out of this area until he sees exactly where interest rates are going. If buying for yield, the yield is okay, but there are other places with higher yields that have just as good growth prospects. He likes their philosophy of accretive acquisitions. Expects you will be able to buy this in 6-12 months at a lower price.


Price:
$41.890
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

Gives a better yield than Pembina (PPL-T), and its multiple is lower. They are still plugged into the oil sands. Each year is going to bring on 200,000 additional barrels that has to be moved. They are going to do just fine. Good management. They have been accretive in their acquisitions. Dividend yield of 5.6%. (Analysts’ price target is $54.82.)


Price:
$28.940
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-02-03 COMMENT Must be logged in to use chart MFC-T Manulife Financial

All insurance companies do better in a rising interest rate environment. They also do very much better if they are selling equity type products, which they all do. Any increase in North American equity markets is good for the companies. He feels this company has too much of their future growth tied up in Asia, and he doesn’t trust the Asian markets. (See Top Picks.)


Price:
$24.830
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 COMMENT Must be logged in to use chart NFI-T New Flyer Industries Inc.

A very interesting company. A Canadian manufacturer of heavy-duty buses, that has been extremely successful in selling into the US. Believes that two thirds of their production is now in the US. They continue to have a big order backlog. Their buses are treasured in the municipalities where they are sold. 2.3% dividend yield.


Price:
$41.830
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 HOLD Must be logged in to use chart POT-T Potash Corp of Saskatchewan

This has not been his favourite for a long time. He has preferred Agrium (AGU-T). Nothing will be better for Potash than Agrium taking over. The merger is good for Potash shareholders.


Price:
$24.190
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 COMMENT Must be logged in to use chart RY-T Royal Bank

This is not at the top of his list. They’ve tried to move into the US to a degree, but are a little behind. TD (TD-T) has probably got the best footprint in the US if you want to run with the US banking system. With the Dodd-Frank act coming off the table, he thinks US banks will do better than the Canadians. However, the Royal is one of the biggest banks and the safest.


Price:
$94.600
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 TOP PICK Must be logged in to use chart SHOP-T Shopify Inc.

This is for people who want to take a little bit of risk. Based in Ottawa and services through the e-commerce large and small create website. A small company can get in here and get all the same firepower that a larger company has. They have good feedback and good connections with the card issuers. They are also in the US with the big guys. (Analysts’ price target is $68.16.)


Price:
$58.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 2,745 entries
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