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

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Michael Smedley , Chief Portfolio Manager

Morgan Meighan & Associates


Date Signal Chart Symbol Company Opinion Price
2015-02-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is looking for Canadian companies that can benefit from the weaker Cdn$, especially on exports to the US, or those that have revenues in the US. There is a lot to do and no reason to be totally negative.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2015-02-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil. Prices will change. Costs are higher as they need a minimum of $70 to cover costs in the oil sands and $80 in the fracing world. It is extremely hard to say when there will be a recovery as there are a lot of moving parts. Certain oil stocks are going up every day.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2015-02-02 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Every portfolio should have some gold to balance out. Gold is reasonably stable. With the oil collapse where do you go for resources? You go to forest products perhaps and, selectively, you can go to gold. He is very interested in the longer term approach with Osisko Gold Royalties (OR-T), Integra (ICG-X) and Detour (DGC-T), which is absolutely phenomenal.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Minerals? Would now be a good time to start picking away at some of the companies? The time to buy them is when nobody else wants them, which is now. He would do some gentle buying in here. They are looking glamorous compared to oil and gas now. He would probably put HudBay Minerals (HBM-T) first.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 PARTIAL SELL Must be logged in to use chart AFN-T Ag Growth International Inc

This is a type of market where there is really a sense of vexation with collapses going on. He is not selling his holdings, but would suggest that you take some profits, because there are surprises around the corner with everything.


Price:
$54.380
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 PAST TOP PICK Must be logged in to use chart ASG-X Aurora Spine

(A Top Pick Jan 13/14. Down 66.82%.) Had an amazing initial climb based on the clamping of the spinal vertebrae. Probably just had too much of a push. They are now down into the hard work of selling into the hospital systems in the US, which apparently have turned a bit cautious. Have 12 or 13 competitors.


Price:
$1.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 WAIT Must be logged in to use chart BAD-T Badger Daylighting

He likes this company. It has done very, very well. All of the companies that have servicing operations that touch on the oil/gas sector are having a difficult time.


Price:
$24.710
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

The parent company of all of the Brookfields. This is a Buy as well as a long-term Hold.


Price:
$65.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Toronto Dominion (TD-T) or Bank of Nova Scotia (BNS-T)? He does not have a favourite between these 2. They have different characteristics. The main point at the moment is that the banks are tending to be under a bit of pressure. Chartists will tell you they have broken out of their awesome moves over the last few months, and will continue lower for a while. This is partly to do with interest rates and partly to do with the profits they will make on narrow spreads.


Price:
$62.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-02-02 PARTIAL SELL Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

Collision repairs, etc. They are highly acquisitive. If you own and have enough stock, consider taking some profits.


Price:
$45.370
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-02-02 TOP PICK Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

This is the time when food is the right thing in this dismal market. It is an amazing company in that it is in the niche of shellfish and pretty well commands the east coast of North America. Good management.


Price:
$12.890
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 HOLD Must be logged in to use chart CMI-X C-Com Satellite Sys Inc

Very surprised that none of the research people actually cover this stock. A nice little attractive company which does mobile Internet communications. A pretty proprietary technology and could be sold at some time. Has a policy to pay a dividend, currently at about 3.5%.


Price:
$1.190
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 PARTIAL SELL Must be logged in to use chart CXR-T Concordia Healthcare

He started selling his holdings early because his gains were so colossal. This is the leader in the star sector of healthcare in Canada. Interesting drugs. Will be making more acquisitions. It will probably keep going on up, but if you own, consider taking some of your profits.


Price:
$56.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 COMMENT Must be logged in to use chart DHX.B-T DHX Media

Had a downswing after a very big upswing. Acquired a private company that is extremely attractive and is a good merge. The most important, freestanding, non-Disney independent type of company in this business. Probably attractive for a take out one day, which he feels is what the principals of the company want.


Price:
$8.740
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-02 COMMENT Must be logged in to use chart DII.B-T Dorel Industries

Just made a new acquisition. This is a mixture of children’s items such as bicycles, baby carriages, etc. The company has stated that the stronger US$ is hitting them. Half of their profit and sales come from Europe, South America and Asia.


Price:
$37.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
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