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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
2015-01-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Markets are always fooling us.  This one is different in that we have the background of the significant fall in oil prices and with virtually no inflation.  There are a whole lot of different problems going on out there.  The world has changed in the last few years.  He is keeping his powder dry right now.  Europe is finally doing their QE and that should be positive.  He is looking at companies that trade into Europe.  Exports should be cheaper after the point and half drop in the Euro.  He thinks we have seen the bottom in oil.  The oil supply side is adjusting in Canada.  He thinks there will be an upper kick in terms of demand in the future.  At the moment you can buy oil and store it for 6 months and make money.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2015-01-22 HOLD Must be logged in to use chart AGU-T Agrium

Has been moving quite smartly recently.  The bump up is that they are buying shares and raised their objective in terms of distributions to shareholders.  The stock is moving on positive news.  He is concerned about the market for fertilizer, which depends on natural gas.  Nat Gas prices have gone down unexpectedly so this means lower production costs.  So as a result he has been quite bullish on the stock.  You might want to let it come back and test recent lows.  Maybe they would split and that would be positive as well.


Price:
$132.860
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 BUY Must be logged in to use chart ALA-T Altagas Ltd

He feels the dividend is quite safe.  It is more of a utility.  It is focused pretty well just in Alberta and if you think they are going into a period of lower growth than it may not be positive.  ALA-T is a well run company. 


Price:
$42.320
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-01-22 DON'T BUY Must be logged in to use chart CF-T Canaccord Financial Inc

Largest free broker left in Canada.  Times are not good for independent brokers because of problems in the oil sector where it is hard to do new issues.  The yield is okay.  You are better in a bank or insurance company, however.


Price:
$6.320
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-01-22 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(Top Pick Jan 22/14, Up 10.53%) It is reasonably priced right now. 


Price:
$44.930
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

They have all been hit.  Perhaps it was margin calls.  He has solid positions in the bank stocks.  They are all in reasonable buying ranges.  They aren’t focused particularly in Alberta.  Don’t worry about it.  Dividends are safe.


Price:
$93.000
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 DON'T BUY Must be logged in to use chart COS-T Canadian Oil Sands

He is not a fan.  He used to hold it, but they seemed to be into a type of operation that is going out of style.  He prefers pumping steam down to get your heavy oil up.  His capital requirements raises questions about ongoing cash flow and maintaining a reasonable dividend.  The oil sands in general are a little on the edge in terms of cost containment.  He steers away from totally oil sands focused opportunities.


Price:
$7.710
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-01-22 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

Company has dug in its heels and said it will maintain its dividend.  A fair amount of this and next year’s production is pre-sold.  If pricing stays where it is for another 3 to 4 months he might start to worry about the dividend.  He is not selling, but watching it closely.  It is one of the best managed oil companies.


Price:
$29.100
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 BUY Must be logged in to use chart ENB-T Enbridge

He has significant holdings in the pipeline sector.  Sees continuing growth there.  There is enough demand for transportation.  It is not going to be affected by oil prices intermediate term.  One of the better managed pipelines.  The dividend looks safe and he expects increases in the future. 


Price:
$61.400
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 HOLD Must be logged in to use chart FRU-T Freehold Royalties

The dividend was cut recently.  He likes the stock.  It has long term value and is a long term hold.  As soon as we see improvement in the price of oil the dividend should be re-instated. 


Price:
$16.930
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 HOLD Must be logged in to use chart G-T Goldcorp Inc

One of the best run gold companies in Canada.  He is holding it in accounts where he does not want to trigger capital gains.  He is very neutral on gold itself until we see signs of inflation.  Gold has shown some signs of life partly because of people in weak currencies who want to park their money in gold.  If you do want a gold holding this one is okay.


Price:
$30.030
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 WEAK BUY Must be logged in to use chart GIB.A-T CGI Group (A)

This one has done quite well.  It is a competitive player in their sector.  They are a little faster on their feet.  They are almost an economy stock.  They are a little riskier than other financials so they should not take up a major position.


Price:
$48.000
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-01-22 TOP PICK Must be logged in to use chart IGM-T IGM Financial Inc.

(Top Pick Jan 22/14, Up 12.14%) Benefited from currency fluctuations.  The technology sector runs a bit with the economy.  You need to get your US content up and this is a safe way to do it.  Good expense ratio.  A good solid way to participate in the US tech sector.  Broad diversification.


Price:
$44.820
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 WEAK BUY Must be logged in to use chart MFC-T Manulife Financial

He likes SLF-T better.  The decline in interest rates really isn’t a problem.  It is good for the Canadian economy, however.


Price:
$20.590
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-01-22 HOLD Must be logged in to use chart PGF-T Pengrowth Energy

This one is a hold.  The cut in the dividend was a wise move.  They are moving from a broad based oil company into the oil sands.  They have good properties.  It has a reasonable long term prospect.  It is not going to be a super grower, however.  Their production looks like it will be stable for the next year.  He would not be buying right here.


Price:
$3.280
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 2,366 entries
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