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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
2015-04-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are at a crucial point here. If there is a settlement with Iran, and it looks like there will be additional supplies come out, there could be some more weakness. There is some concern about the amount of oil in storage. If it gets full there could be problems. Feels that is a little overdone as the guys out there are smart enough to know where to put oil when they buy it. We are in a transition. He is projecting a lower price, with a $60-$70 range, but not until late this year or early next year. There is a lot of tight oil globally and technology is in place, and they will use it. Lower energy costs are a worldwide bonus, particularly in North America because we are the biggest per capita energy users. The Canadian economy is going to face some drag from Alberta, but he still thinks we can manage between 1%-2% growth. Being next door to the US and with a lower dollar, that is going to help us.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2015-04-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gas. A few years ago, prices were in the $6 range, and everybody was predicting it would go to $8. Then, along came the Montney and big gas discoveries. The cost of wells dropped and people didn’t think they could survive at $3 gas. We are now at $2+ and they are still producing almost excess amounts. We are in the process of building export facilities, but in the meantime gas is going to be very cheap in North America for the foreseeable future.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2015-04-10 HOLD Must be logged in to use chart AFN-T Ag Growth International Inc

In the agricultural supply business and has been doing quite well. Sold off recently. Came in a little light on some of their numbers. In a good sector of the market. He is very positive on the agricultural sector.


Price:
$50.350
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-04-10 DON'T BUY Must be logged in to use chart BB-T BlackBerry

(Owns a very small amount of this, but at clients’ direction.) He has great difficulty analysing their future prospects. Right now, they have done a lot better than a lot of people have thought. They seem to be surviving, but it is a tough environment. If you invest in this, you are not going to get much of a dividend. It could languish in this particular zone for a long time.


Price:
$12.010
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

(Owns the preferreds.) The C series, the aeronautical side, has been the bullet that can’t seem to bite. It seems they are going to get off the ground and then something goes wrong. If they can get the C series up and actually deliver some planes, there is tremendous upside and he might be willing to step into the stock at that time. In the meantime, the rail side is the bread-and-butter, but not big enough or generating enough cash flow to keep the company afloat if they don’t get the airline side up and running.


Price:
$2.640
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(A Top Pick April 8/14. Up 3.2%.) Has been surprised at the poor performance of the banks. Feels this has been a Buy through this period, and he has added to positions on dips. (See Top Picks.)


Price:
$64.410
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 PAST TOP PICK Must be logged in to use chart BTE-T Baytex Energy Corp

(A Top Pick April 8/14. Down 48.08%.) Sold his company’s holdings, but still has a bit of his own. He thinks the dividend situation is somewhat suspect.


Price:
$22.140
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(A Top Pick April 8/14. Down 18.99%.) He still likes this and has added to his position at lower prices. It has been working its way back up. In the Bakken, one of the better areas. Expects they will make some acquisitions that will be very advantageous to them. Feels the dividend is relatively safe.


Price:
$30.760
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 HOLD Must be logged in to use chart CVE-T Cenovus Energy

This is not a growth situation any more until we sort out the oil prices, but feels the dividend is safe. The oil price may take only 6-9 months. This is probably as low as it is going to get.


Price:
$22.130
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-10 HOLD Must be logged in to use chart DH-T DH Corporation

This isn’t a cheque company anymore, but more of an information, analysis, storage, manipulation company. They keep expanding more and more into the computer area. Have made various acquisitions in the US that have turned out well. Below $40 would be a decent entry.


Price:
$42.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

It is way too early for stocks like this. Thinks it is going to stay in this price range for the foreseeable future. A good company.


Price:
$14.560
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-10 DON'T BUY Must be logged in to use chart HBM-T Hudbay Minerals Inc.

Just too early for this. This is one of those commodity situations that has yet to play out. You are not going to get much out of this stock in the foreseeable future. Dividend is not particularly attractive, so why bother?


Price:
$11.060
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-04-10 HOLD Must be logged in to use chart IPL-T Inter Pipeline

Holding on to his holdings because of the dividend. Also, they have long-term contracts with a number of very large producers. Some of these oil sands projects are still coming on and haven’t even started producing. This company is closely linked to these. The next 2-3 years still looks like there is good growth and good cash flow. By that time, the price of oil will be back into a more reasonable level.


Price:
$30.970
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 SELL Must be logged in to use chart LIF-T Labrador Iron Ore Royalty

Times are hard and probably going to get worse. Chinese just won’t pay for iron ore and there is lots of it. Australians are producing it in huge quantities. Also, feels the 8.5% dividend is in jeopardy.


Price:
$11.820
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-04-10 COMMENT Must be logged in to use chart MBT-T Manitoba Telecom Services

Has been quite concerned about this. Has been selling his holdings and taking losses lately. He is worried about the dividend. The new president has said they are doing an internal review to see if they can really afford the dividend.


Price:
$24.370
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 2,412 entries
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