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

Viewing Expert

David Cockfield , Sr. VP & Managing Director

Northland Wealth Management


Date Signal Chart Symbol Company Opinion Price
2016-01-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil Sands. Very pleased about the decision on royalties. There were all sorts of rumours that they were going to stick it to the guys. His only complaint was that they took a long time to do nothing. Considering Alberta has been in the royalty business for a long time, he can’t imagine that it would be too much out of line with most other countries. It’s going to get tougher before it gets better. We are going to lose some smaller companies. It should have been obvious to the Saudis that their strategy was wrong months ago. They haven’t accomplished anything. The moment the price does go back up, and it is going to have to go back up as some point, those producers in Texas will be right back in there producing.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
_N/A
2016-01-29 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

They are a little step away from energy being a utility rather than a producer. Feels LNG is going to be one place where there is going to be some success. Suspects this stock has pretty much hit bottom here. A good, long term prospect. Good operators. 6% dividend yield, and doesn’t think there is any chance it is going to be cut.


Price:
$32.780
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Likes the Brookfield group. They have their fingers in everything. He likes Brookfield Properties. This is the kind of world where this company can do quite well.


Price:
$42.290
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 DON'T BUY Must be logged in to use chart BB-T BlackBerry

Despite a lot of negativity, this continues to survive. The security aspects are underrated, and more attention should be paid to that. Chart shows it has been flat lining for a number of years, and maybe that is going to be its future. Thinks it will survive, and maybe grow again. Wouldn’t buy at this time as it is a risky proposition.


Price:
$9.990
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2016-01-29 TOP PICK Must be logged in to use chart BCE-T BCE Inc.

Has been one of our better performing stocks over the last couple of years, and has performed well in this kind of environment. They are fast on their feet and are spreading out into TV, sports, etc. They like increasing their dividend. Dividend yield of 4.6%.


Price:
$56.430
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(A Top Pick Feb 18/15. Down 9.5%.) Still likes this. It has been a little overdone in some of the negativity. The areas they are in are doing fine, other than Venezuela. Mexico in particular is doing quite well. They are quite careful about where they lend.


Price:
$57.390
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

If you are inclined to step into energy, this is a very good choice. Have a lot of assets, including some that are offshore. Well-managed company. You have to decide that you are going to make a bet on a recovery of the energy sector and that there is not another leg down. If you are looking out 5 years, this is probably not a bad way to participate.


Price:
$29.990
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2016-01-29 COMMENT Must be logged in to use chart DH-T DH Corporation

The recent history was rather upsetting. It started off some months ago when somebody came out and said their accounting was wanting. The stock immediately went down 17%-20%. Then they came out with an earnings decline of 25%-27%, which hit the stock. Trading at a relatively high multiple. He is waiting to see what happens in the next quarter or so. The yield is 4%, and he doesn’t think there is any problem with the dividend.


Price:
$31.470
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 COMMENT Must be logged in to use chart ECA-T Encana Corp

Still somewhat bearish on oil until he sees politics change in the far east. Once that happens, then companies like this can really start to get back into business. Doesn’t see them in any great financial difficulty. There is still a significant amount of risk in the energy sector. Prefers others.


Price:
$6.150
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2016-01-29 COMMENT Must be logged in to use chart MFC-T Manulife Financial

Sun Life (SLF-T) or Manulife (MFC-T)? Prefers Sun Life. This company has done very well in the last little while, tidying up their financials and getting themselves out from under the equity problem they had. A problem he has is their emphasis on China and the far East.


Price:
$19.470
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2016-01-29 WAIT Must be logged in to use chart REI.UN-T RioCan Real Estate Investment

The largest retail REIT. Retail properties are affected when the economy is dragging. He expects our economy to continue dragging a little more. Wait until you see the Canadian economy pick up.


Price:
$24.740
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2016-01-29 BUY Must be logged in to use chart SLF-T Sun Life Financial Inc

Sun Life (SLF-T) or Manulife (MFC-T)? Prefers this one. Has a very competitive wealth management operation. Manulife has done very well in the last little while, tidying up their financials and getting themselves out from under the equity problem they had. Likes the fundamentals of the insurance companies, as he is reasonably bullish on equity markets.


Price:
$40.180
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 PAST TOP PICK Must be logged in to use chart SNC-T SNC-Lavalin Group Inc.

(A Top Pick Feb 18/15. Down 6.13%.) This has always been a disappointment. Great company. It trades well under asset value, but there is this little black cloud that hangs over it. It has lots of good engineers and is in the right areas. He is hoping they sell Highway #403 and do a special dividend. Any time it gets under $40, it is probably a Buy.


Price:
$40.050
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK Must be logged in to use chart TD-T Toronto Dominion

Banks have been under pressure because of Short selling in the US. We had a reasonable recovery in the latter part of 2015, and then it sold off again. Somehow US Shorts got the idea that our banks have lent a whole lot of money to the oil patch and are going to lose on a whole bunch of loans. This bank has less than 1% of its loans in the energy sector. This bank has a huge US operation. Dividend yield of 3.87%.


Price:
$53.150
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 COMMENT Must be logged in to use chart WCP-T Whitecap Resources

He is quite concerned about small-cap companies, because they are the ones whose balance sheets are most affected. The company was going great guns, but has been backing and filling since 2014. If you are in this, don’t overweight it. Would prefer some of the intermediates like Crescent Point (CPG-T).


Price:
$7.660
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 2,566 entries
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