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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
2014-12-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The numbers are actually looking pretty good. If you go back in history when the market got really rapped, there were some basic problems in the system. There aren’t any at the moment. We are doing very well in North America. Even though he loves his oil stocks, he knows that low oil prices are good for both the Canadian and US economies. Thinks there is a good deal of Canadian money going into the US. Their market looks a lot healthier than ours. In the consumer areas of discretionary and staples and looking at some of the multiples, it is a terrible place to do business. Margins are razor thin and there is a lot of competition. Also the yields aren’t anything to write home about.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The numbers are actually looking pretty good. If you go back in history when the market got really rapped, there were some basic problems in the system. There aren’t any at the moment. We are doing very well in North America. Even though he loves his oil stocks, he knows that low oil prices are good for both the Canadian and US economies. Thinks there is a good deal of Canadian money going into the US. Their market looks a lot healthier than ours. In the consumer areas of discretionary and staples and looking at some of the multiples, it is a terrible place to do business. Margins are razor thin and there is a lot of competition. Also the yields aren’t anything to write home about.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. We have to look at the oil price, not so much as an economic situation, but that the price didn’t really collapse until the Saudis came in and cut. There is a big political content here. When that happens, the market reacts. Drilling permits in the US have dropped 40% in November.

Shale oil has huge decline rates, with 75% in the 1st year. You get in there, get a lot of oil, and then basically have to go next door and drill some more wells. At these kind of prices, that economic doesn’t fly anymore.

He suspects we will be in for several months of low oil prices, but then he sees them back into the $75-$80 range.

Even the gas side doesn’t look that exciting. Expectations of a repeat of last year’s weather are sort of fading into the background.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs? He thinks they are going to do fine, particularly with the market sort of getting bounced around. It looks as if interest rates could well be going up. He is not as concerned as others about that. He can see a 25 basis point increase in interest rates on the US side, but can’t really see it on the Canadian side. This shouldn’t really hit the REITs hard. However, going back to the taper tantrum in 2013, the moment the market turned against the REITs, they really sold off. If you have some good profits, consider taking some of those off in the new year. REITs are still the best place for yield you can find in this market.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-05 COMMENT Must be logged in to use chart AC-T Air Canada (B)

Historically the airline industry has taken more money out of people’s pocket than it has put in. In other words, we have booms and we have busts. This airline has improved significantly. If suddenly the price of oil decides to bounce back up, airline stocks would probably crash the next day. You have to recognize that this is a volatile area.


Price:
$12.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-05 TOP PICK Must be logged in to use chart BPY.UN-T Brookfield Property Partners

This is all over the world. You are really not buying a Canadian stock. You may be buying real estate in Brazil, Europe, a lot of it in the US. They are in casino businesses and hotels. Also have residential. Making a bid for part of the Canary Wharf with Qatar. These are real pros and international operators. Yield of 4.27%.


Price:
$26.330
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

Thinks this has gotten beaten up too much. They operate in Saskatchewan and in North Dakota. Super operators. Have been very adamant in the past about protecting their dividend when prices went down. He is betting that you will see the price of oil back into the $75-$80 range within 6 months. Yield of 10.34%.


Price:
$26.690
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 COMMENT Must be logged in to use chart ECA-T Encana Corp

Has no interest at all in this one. Dividend yield of 1.9%.


Price:
$16.840
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-05 DON'T BUY Must be logged in to use chart FNV-T Franco-Nevada Corp.

Besides gold this has copper which has really helped it, but copper isn’t that exciting either. On gold, that particular era will only re-establish itself when we begin to see some inflation. Inflation seems to be pretty well dead and buried. When energy comes back in, he thinks inflation is going to be even lower.


Price:
$58.130
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-05 COMMENT Must be logged in to use chart FRU-T Freehold Royalties

An interesting stock. He held it and took some profits at around $26. He liked the stock. It was sort of boring, but it is a royalty company. As it came down, he bought some back at around $22. It then fell off with the rest of the market. Just came out with some good news today where they made an acquisition that will be accretive. A very solid stock and the yield is okay. One of the safer royalty companies that you can have. 8.9% dividend yield which he thinks is reasonably safe.


Price:
$18.880
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-05 PAST TOP PICK Must be logged in to use chart IGM-N iShares N.A. Technology ETF

(A Top Pick Dec 12/13. Up 21.94%.) All the big tech guys are in here. He has found this to be a pretty solid performer. The tech industry in the US is still the leading edge in the world.


Price:
$103.100
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 BUY Must be logged in to use chart MFC-T Manulife Financial

Prefers Sun Life (SLF-T), but right at the moment, they are both running and look cheap. Yields are okay. This one looks like it is breaking out, so from a technical standpoint you could go to either of these and make some reasonable money. Since the banks have backed off and not left many choices of where to go for yield and relative safety, insurance companies look pretty good at the moment.


Price:
$23.010
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-05 DON'T BUY Must be logged in to use chart MRE-T Martinrea

Has had quite a checkered career lately. There has been internal fighting, looks like it is settled and then becomes unsettled again. It has been a bit of a confusing situation. The uncertainties relating to it are probably enough to keep him from adding to his holdings.


Price:
$10.160
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 DON'T BUY Must be logged in to use chart NA-T National Bank of Canada

Came out with some relatively indifferent numbers recently. One of the smaller banks, but also one of the banks that has a lot of oil/gas loans in Alberta. Have done a great job in the past, when other banks ran for the hills. With some of the Junior oils facing some tight times, he would be a little bit concerned about their oil/gas portfolio.


Price:
$49.700
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-05 HOLD Must be logged in to use chart NFI-T New Flyer Industries Inc.

This had a good run, but is now going sideways. There has been some good news on the company and they continue to make progress in signing new contracts. As a junior, this company could do quite well. Hold onto your position, but keep a very close eye on it. 4.7% dividend yield.


Price:
$12.420
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 2,342 entries
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