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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
2014-04-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. They are a little tired. Had such a good run, particularly in the US, that he feels it could use a little rest and thinks that is what your are going to see in the US. So far, Canada is starting to show outperformance. We have been outperforming since last July on the TSX. Cdn$ is rising and we are still outperforming. While the US stocks are getting hit, emerging markets are doing well and Europe is holding up okay. One of the things that has got people concerned is Yellen’s speech where she hinted that interest rates could move higher sooner than people were anticipating. He thinks we are seeing rotation out of the US, not only into emerging markets, but also into European securities and possibly even into Canadian which will add to our potential of performance.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2014-04-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Not thrilled about rebalancing bonds with rising interest rates. Where should I park money for the short-term? You are facing the same problem that money managers are facing. His alternative was to buy Bell Canada (BCE-T) and Bell Alliant (BA-T) and companies that have A ratings and go with the dividends. If you want to stay on the bond side and have some risks but not huge ones, go to iShares 1-5yr Ladder Corp Bond Fund (CBO-T).


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2014-04-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

What makes the Cdn$ rise and fall and what do you predict in the next few months? 1st of all you have to realize that the Cdn$ is rather thin. It doesn’t take much to move it. We are still very much a peripheral currency. Just short-term fund flows can knock us around. Thinks longer-term projections for the dollar are lower, $0.85 is probably okay. In the short term, we have seen some good numbers out of Canada and we are heading towards a balance. Price of oil is up which is a major export commodity. On the agricultural side, we are still shipping last year’s crop. Every time we sell 1,000,000 bushels to China, that money comes back and gives the dollar a lift. Probably for the next 4-6 months, the dollar could be reasonably firm, but on a longer-term basis, it could drift lower.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2014-04-08 COMMENT Must be logged in to use chart AC.B-T Air Canada (B)

He has a distinct bias against airlines, having seen various airlines come and go and this one dangling on the edge of the precipice at various times. Doesn’t follow it. A bit of bad news and the stock collapses. This is a speculative stock.


Price:
$7.590
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-04-08 PAST TOP PICK Must be logged in to use chart AGU-T Agrium

(A Top Pick April 19/13. Up 11.8%.) He is quite happy with this. Would like to see them split the stock on a 4 for 1 basis rather than a 2-for-1. Well-run company.


Price:
$102.360
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 BUY Must be logged in to use chart BA-T Bell Aliant

This goes through a cycle. If gets down under $26 and then it will run up closer to $27-$28. 44% is owned by Bell Canada (BCE-T) so they would not like to see that 7% dividend cut. Not a bad yield for a telecommunication utility.


Price:
$26.830
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A multifaceted company. The mergers of the property companies has encouraged him to look at it even closer. This is a $175 billion company. It’s not only into properties, its biggest asset, but is into properties globally. Owns prime properties all over major financial centers. If you want a broad diversification and good potential growth, this is a good company.


Price:
$45.350
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Have a great business in the subway car business and their reputation is good. However, margins are skinny, skinny. The real upside is getting the series C planes off the ground. If that happens and there are no problems, then he feels the stock has significant upside.


Price:
$4.110
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-04-08 PAST TOP PICK Must be logged in to use chart BCE-T BCE Inc.

(A Top Pick April 19/13. Up 7.76%.) This security is bought as a substitute for bonds. Have been very good about increasing the dividends.


Price:
$48.190
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

One of the better banks in Canada. Going back to the crisis, it didn’t seem to get stuck with holding bad assets. Internationally oriented. Big in the Caribbean, Mexico, Central America and into South America. Normally, because of that exposure, they trade at a premium to their peers. Trading at a discount which he thinks is wrong as he feels those countries are going to do quite well. The kind of growth you get in these emerging countries is so much easier and so much larger than what you are going to get in other banks in Canada or even in the US.


Price:
$64.890
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 TOP PICK Must be logged in to use chart BTE-T Baytex Energy Corp

Have issued licenses so Canadians can export Canadian oil through US ports and he wants to see how this all plays out. If that does, we are in even better shape. The company has been running well for years. In the Seal area. Very predictable flat line. Heavy oil which they are great at extracting. Pays a good dividend.


Price:
$45.150
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

As usual, it beat the forecasts in its last quarter. Had given people problems because they had a lot of takeovers, which they paid for with stocks giving ongoing dilution. Continues to pay an excellent dividend of 6.8%. Their water flood is working well. In the Bakken and North Dakota. Big in the rail. Thinks we are going to finally see some capital appreciation in the stock. It finally managed to get through $40. He can see it up to $46.


Price:
$40.990
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 COMMENT Must be logged in to use chart FFH-T Fairfax Financial

Has one of the better managements, however management has gone on the negative side of financials, and for a considerable time, has essentially hedged themselves out of any potential growth. As far as he knows, they are still in a hedged position on markets rising and here we are looking like we are kicking off another good upward run.


Price:
$473.500
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-04-08 BUY Must be logged in to use chart HSE-T Husky Energy

He continues to be frustrated. Things seem to be improving a little bit. They are talking about bringing one of their fields on in the South China Sea and he thinks the market is reacting to what appears to be a little more aggressive approach. Company is pretty inscrutable. Have good solid assets. He has gone from neutral to being more positive on oils. Pays a reasonable dividend.


Price:
$34.420
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-04-08 BUY Must be logged in to use chart IPL-T Inter Pipeline

Still adding this to his accounts. Pays a reasonable dividend. They are in the sweet spot in Alberta in terms of the big projects being developed, which need diluents and this company is the one that puts all the infrastructure in place. Company has increased their dividends when the earnings are there.


Price:
$29.100
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
Showing 1 to 15 of 2,224 entries
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