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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
2015-06-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We are in a holding pattern until we get this whole Greek business settled.  He does not feel it is all that critical anyway.  70% of the Greeks want to stay in the Union.  He thinks there will be a draft agreement that will kick the can down the road.  Numbers on the US housing side are getting back to a more normal level.  There should be a backlog of demand for housing.  Unemployment is down and wages are up so we are on a roll.  Recently it looks like US consumers are spending some of that savings on gasoline.  He is drifting to ETFs.  He favours certain sectors for ETF investing.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2015-06-26 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs.  He is negative on REITs because he sees interest rates rising.  He would wait for the first rate increase by the FED and see what REITs do.  The real estate market on a longer term basis looks great.  A US hotel REIT may not be a bad investment.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 SELL Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

The great bull market in fixed income is over.  A lot of people did quite well sitting in fixed income mutual funds.  The only place you can go is equities.  He is not as keen on pipelines as he has been in the past as a replacement for fixed income. 


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-06-26 PAST TOP PICK Must be logged in to use chart AGU-T Agrium

(Top Pick Jul 2/14, Up 36.19%) It took a bit of a beating recently.  He wishes they had split the stock.  It is a well managed company.  They have a range of products and they are diversified globally.  The world is going to need this company to keep their crops growing.  It looks like a good year for the farmers.


Price:
$128.440
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 DON'T BUY Must be logged in to use chart BAD-T Badger Daylighting

He always liked it and sold it way too soon.  It is a well run company.  The problem is there is no way to patent their process so others have picked up the technology.  There is a lot more competition and it took the wind out of their sails.  That is going to put a cap on them.  The yield is not exciting and he doesn’t see them going anywhere.


Price:
$27.140
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 PAST TOP PICK Must be logged in to use chart BCE-T BCE Inc.

(Top Pick Jul 2/14, Up 18.12%) It’s almost like a fixed income.  The management is first rate.  They know what they are doing.  A 10-12% yield is a good objective going forward.  He expects another dividend increase soon.


Price:
$54.220
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

There appears to be some recovery going on in that sector.  CCO-T is going nowhere right now. He would want to see a lot more potential price increase in uranium.  It is too early.


Price:
$17.940
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 SPECULATIVE BUY Must be logged in to use chart CDV-T Com Dev International Ltd.

A small cap stock in a very specific area.  They keep getting contracts.  It is a little speculative because it is in a tricky area.  He would not hold it because it is just a little too small cap for him.  If you want a speculative hold this is a good pick.


Price:
$5.880
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-06-26 WATCH Must be logged in to use chart CNR-T Canadian National R.R.

He took some profits, but will probably add it back soon.  It is a little expensive on a multiple side. They have good access into the US.  The oil side has started to slip a bit.  These guys will do okay.  There could possibly be a dividend increase.  A good, safe stock.


Price:
$72.660
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 COMMENT Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

Spinning off the real estate showed investors there was hidden value in the stock.  They have been very good as a retailer at offsetting the threat of Wal-Mart.  They have great locations.  They have great loyalty.  He has never stepped in, but hopefully some day it backs off.


Price:
$134.860
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 PAST TOP PICK Must be logged in to use chart CVE-T Cenovus Energy

(Top Pick Jul 2/14, Down 37.23%) He got out.  He bought it as a trade, but it did not work.  The headwinds in the oil side of the business are pretty big. 


Price:
$20.770
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 TOP PICK Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

He has been selling ENB-T and buying this.  They are predicting a 10% increase in the dividend in September and possibly another in December.  He bought it for the yield.  It’s not going to be exciting, but it will be a safe, stable investment.


Price:
$35.110
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 DON'T BUY Must be logged in to use chart IFC-T Intact Financial

He is not a fan of the casualty side of the insurance business.  He prefers PWF-T and SLF-T.  IFC-T has done well, but he considers this area to be subject to whatever happens.  If you believe in climate change then the future is a little uncertain.


Price:
$87.850
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 TOP PICK Must be logged in to use chart IGM-N iShares N.A. Technology ETF

You get US exposure and are able to participate in the Technology area.  It is relatively safe and you get a kicker out of the US dollar which he thinks will be strong for the next 6 to 9 months.


Price:
$105.720
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 BUY Must be logged in to use chart KEY-T Keyera Corp

He is positive on it.  Management has done an exceptional job.  This is a processing company and has always been a step ahead of everyone else.  They take advantage of circumstances as they arise.  A good long term hold.


Price:
$42.570
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 2,459 entries
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