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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
2015-05-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are getting into the summer doldrums now, and it is only May, which doesn’t resound well. Thinks it is going to be quite boring for quite a few months. You can’t take too many risks. Management teams are always very important. When you have a lot of other things not working/not moving you can sometimes get some very one-off situations where there are particularly strong skills on the management side.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2015-05-11 HOLD Must be logged in to use chart BAD-T Badger Daylighting

It is the dominant force in its particular water technique pipe laying. Sold his holdings.


Price:
$29.910
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-05-11 COMMENT Must be logged in to use chart BB-T BlackBerry

Mr. Chen and his management team are continuing to append their security model. One understands now that it is not going to be a hardware challenge to Apple, android, etc. This is going to take time. Numbers have been getting better.


Price:
$12.670
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 BUY Must be logged in to use chart BEI.UN-T Boardwalk REIT

This is kind of a giant in the rental situation. Very strong record. 3.5% dividend yield.


Price:
$58.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-05-11 TOP PICK Must be logged in to use chart CAO-T Cara Operations Ltd.

This holds these famous brands of Swiss Chalet, Harvey’s, etc. and you have the Fairfax and the Phelan family backing. Fabulous management. Priced at only 11 or 12 times earnings and it could be much more. It will be making interesting acquisitions.


Price:
$30.090
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 PAST TOP PICK Must be logged in to use chart CIX-T CI Financial Corp

(A Top Pick June 4/14. Up 6.19%.) Once Bank of Nova Scotia sold off its stake, it allowed this company to be what it wanted to be.


Price:
$35.910
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 COMMENT Must be logged in to use chart CPH-T Cipher Pharmeuticals

Attended a talk and was very impressed with the rack of products that they have in the pipeline. Thinks it could be very interesting in the future. He likes this.


Price:
$12.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 COMMENT Must be logged in to use chart CSW.A-T Corby Spirit and Wine (A)

This is a great hold. Why wouldn’t a sensible portfolio hold the stock? It pays a dividend and it is safe.


Price:
$22.580
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 COMMENT Must be logged in to use chart CVE-T Cenovus Energy

This was a spinoff from Encana (ECA-T). It has been under pressure with the fall off in oil prices. He is going to continue holding.


Price:
$20.930
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 COMMENT Must be logged in to use chart CWB-T Canadian Western Bank

Practically anything that is in Western Canada, people will see ghosts. This probably provides an opportunity for this bank. Importantly it doesn’t have much direct exposure to oil/gas accounts. It was unduly hit.


Price:
$29.420
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-05-11 COMMENT Must be logged in to use chart CXV-X Convalo Health International Corp

A good model, but he prefers Patient Home Monitoring (PHM-X). This company depends on acquiring properties, which it is doing satisfactorily. It is kind of a health luxury stock in a way in that treatment is very expensive.


Price:
$0.560
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 PAST TOP PICK Must be logged in to use chart DH-T DH Corporation

(A Top Pick June 4/14. Up 30.36%.) This continues to be an absolutely superb long term hold. They are getting deeper into financial technology.


Price:
$40.910
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 COMMENT Must be logged in to use chart DHX.B-T DHX Media

Will be reporting shortly and hopes they would be able to provide a decent earnings report. The main issues at the moment are a very choppy market and the loss of some children’s programming to Corus (CJR.B-T). This is an important holding for him.


Price:
$8.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 BUY Must be logged in to use chart DOL-T Dollarama Inc.

This is a very, very strong situation. You might well speculate that eventually that this gets taken out. For the time being though, it will continue to expand.


Price:
$70.870
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 BUY Must be logged in to use chart GUD-T Knight Therapeutics

This is a very long-term positioning for an investor. He would buy it anywhere below $10. Excellent company to buy for the long-term. Good management.


Price:
$7.500
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 2,995 entries
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