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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-10-30 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Bowman

Markets.  Historically if you look at market corrections in October, they are always good buying opportunities.  Ebola has proved itself as to not be able to be airborne.  China is set for a soft landing.  What’s not to like about this.  For these reasons people, are all just buying in without a change in fundamentals.  So just go with it.  The TSX is all about oil.  Cheaper oil is better for the consumer, but we worry about the companies.  Oil is a real catalyst here.  Baytex came out with earnings today and said they were increasing production.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: _N/A
2014-10-30 N/A A Comment -- General Comments From an Expert
A Commentary
Paul Harris, CFA

Markets. Most of his clients tend to be balanced between equity and fixed income portfolios, so volatility is subdued because when the equity market went down, the bond market kind of rallied a little. They might have been down, but not as severely as other people. Also, bounced back very quickly. He had been expecting a pullback at some time, and he was comfortable buying in the pullback. There is a very strong case for equities relative to the debt market. Stocks have more room to run. In spite of interest rates and what the Fed is doing, etc., dividend yields and earning yields tell you that you need to be in the stock market. He prefers looking at Cdn markets 1st, and then to the US and Europe. Stays away from Asia and emerging markets.


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: _N/A
2014-10-30 BUY Apple
AAPL-Q
Paul Harris, CFA

A great company that has done incredibly well over the last little while. About 55% of their revenue comes from one product, the iPhone. With the bigger phone, it is going to eat away at the iPad business. The last thing they have been doing is financial engineering by buying back more shares, paying a bigger dividend, etc. The phone is really the thing that drives this company. It is probably more in a slow growth phase.


Price: $106.980
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 COMMENT Air Canada (B)
AC.B-T
Paul Harris, CFA

This is a company that he has never owned. Doesn't like airline stocks. There is way too much cyclicality for him. This has done well over the last couple of years, but there are some headwinds with it. He likes something that you can buy and hold for several years, and that is something you cannot do with an airline.


Price: $9.160
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: No
2014-10-30 DON'T BUY Agnico-Eagle Mines
AEM-T
Michael Bowman

We have nothing, but problems with gold stocks.  The price of gold, geopolitical risk, etc.  If you like gold then buy the bullion.  FNV-T is the only stock that has beat bullion.  He holds gold bullion.


Price: $27.670
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 TOP PICK Amgen Inc.
AMGN-Q
Paul Harris, CFA

A biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.


Price: $161.580
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 TOP PICK Aecon Group Inc
ARE-T
Michael Bowman

They are in three different areas.  Trading a lot less than peers.  He likes the sector. 


Price: $14.490
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 BUY Astrazeneca P L C
AZN-N
Paul Harris, CFA

Pfizer failed to acquire this company and the stock has dropped a lot. This trades at 14X earnings and has a great dividend yield and a great cash flow yield. Not expensive. Have some great things in their pipeline in the next little while, which will help the company out. Healthcare is a nice defensive area to be in if you are really worried about the stock market. (See Top Picks.)


Price: $72.600
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 BUY Bank of America
BAC-N
Paul Harris, CFA

Has been a big bull on this. Feels this is one of the cheapest areas in the whole US stock market. This bank has a lot of positive things. They have a great business on the investment banking side, which will continue to do well, a great wealth management business and a great retail banking business. A lot of the issues that were facing them from a regulatory and legal point of view are all off the table now. BV is $21 and it is trading well below this.


Price: $17.030
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 TOP PICK Barclays Bank PLC
BCS-N
Paul Harris, CFA

Stock has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.


Price: $14.380
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 DON'T BUY Burger King Worldwide Inc.
BKW-N
Paul Harris, CFA

There is a change in the way people think about food. It has had a good run. Doesn't think it is going to go much higher from here. There is a real change in the way people think about food, especially in the US. What may be saving them is that prices on a lot of their input products, other than beef, have gone down. This will help them in the next couple of quarters, but in the end, this is the issue, they’re going to have to face.


Price: $32.040
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 PAST TOP PICK Caterpillar
CAT-N
Michael Bowman

(Top Pick Oct 30’13, Up 22.60%) They came out with disastrous earnings about a year ago and gapped down.  After gapping down, stocks usually get filled back in again.


Price: $100.160
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 TOP PICK Canadian Natural Rsrcs
CNQ-T
Paul Harris, CFA

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.


Price: $38.240
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 HOLD Capstone Mining Corp.
CS-T
Michael Bowman

Does not see a problem with it.  Copper is a little bit out of favour.  It has all depended on China.  Doesn’t see why it has underperformed.  He likes the company and he would hold on to it here.  LUN-T is a very good buy, though.


Price: $2.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 BUY Cenovus Energy
CVE-T
Paul Harris, CFA

Sold his holdings. This is a well-run company. The last little fall has been really because of the price  of oil. Have some very good assets and thinks they will continue to do well.


Price: $27.330
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: No
2014-10-30 BUY on WEAKNESS DH Corporation
DH-T
Paul Harris, CFA

A great little company. Cheques are a very small part of their business now. In his view, they are effectively a financial technology company. Made a large acquisition in the US that is going really well and is changing the company. It is becoming more and more of a US company because there are many more banks in the US than in Canada. It has run up a lot, so he would look for a slight pullback. Nice dividend yield and they keep increasing their dividends all the time. Thinks they will take a break from this for the next little while as they want to pay down some debt.


Price: $35.130
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 BUY Encana Corp
ECA-T
Michael Bowman

Now you are seeing that ECA is going back the other way from gas since they were spun out.  He likes it.  By 2016 they will be half oil and half gas.  He thinks that they are on the right track now.


Price: $20.450
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 BUY Element Financial
EFN-T
Michael Bowman

Another dismal looking stock chart.  The business model is bang on.  A great balance sheet and a really good pipeline.  Likes the company a lot.


Price: $12.870
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 DON'T BUY First Quantum Minerals
FM-T
Michael Bowman

A copper company.  The charts are unbelievable here.  He would prefer CS-T or LUN-T.


Price: $17.380
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 DON'T BUY Gilead Sciences Inc.
GILD-Q
Michael Bowman

A highly recommended company, a  fantastic company.  He would prefer the IBB-O ETF.  It’s a sector that can be hard to understand and the FDA could reject something so he prefers a basket. 


Price: $114.220
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 DON'T BUY Husky Energy
HSE-T
Michael Bowman

It is a company that he just doesn’t get a warm fuzzy feeling about.  Prefers CVE-T or SU-T even if net backs are higher for HSE-T. 


Price: $26.630
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: No
2014-10-30 TOP PICK iShares DJ Medical Devices E.T.F.
IHI-N
Michael Bowman

This is the trend in the marketplace so buy the trend.  People who are aging are going to buy the hips, the knees and get the heart thing done.  All of these companies are expanding into Latin America and China. 


Price: $106.590
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 BUY JP Morgan Chase & Co
JPM-N
Paul Harris, CFA

Likes the whole US banking industry. Particularly thinks this one is an incredibly well-run franchise. Great retail, investment banking and great asset management. Feels it has really performed quite well.


Price: $59.390
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 COMMENT KKR & Co. LP
KKR-N
Paul Harris, CFA

A private equity company, along with asset management business. One of the greatest sweet spots they can ever be in because they are funding very cheaply. They buy businesses, lever them up and then either bring them public or dispose of them to somebody else. Also, pays a great dividend yield. Capital is easily accessible for them, so when they open up new funds, they get lots of money in. A very, very positive environment.


Price: $21.430
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 PAST TOP PICK Mainstreet Equity Corp
MEQ-T
Paul Harris, CFA

(A Top Pick Nov 7/13. Up 26.76%.) Have some great assets in the Edmonton/Calgary area. These are rental properties, so there is lots of room to increase rents as it is a high growth area of the country. It will continue to see good growth and good increase in rents.


Price: $40.530
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 COMMENT Manulife Financial
MFC-T
Paul Harris, CFA

This insurance company versus banks? They have done a good job of moving the company in the right direction. Where insurance companies really make money is in a much higher yield environment. He thinks interest rates are going to stay relatively low for longer than people think, so that really hurts this industry. He would rather put his money in a bank, which has better opportunities.


Price: $20.880
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: No
2014-10-30 BUY Magna Int'l. (A)
MG-T
Michael Bowman

Was $125 when the US economy was rolling full steam, then MG-T came down to $107.  But what has changed.  The US economy is still rolling.  He is a huge believer in MG-T.  They do a lot of European business and there is a school of thought that says they never got out of recession.  Car sales are still cooking along, though.


Price: $107.790
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 PAST TOP PICK Microsoft
MSFT-Q
Paul Harris, CFA

(A Top Pick Nov 7/13. Up 26.3%.) The numbers were absolutely fantastic in this last quarter. Thinks it will continue to do well. Feels the ultimate high on the stock will be $54-$57.


Price: $46.050
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 TOP PICK Precision Castparts Corp.
PCP-N
Michael Bowman

Forge and cast products, very complex products.  Likes it because these products are used for jet engines and turbines and in the automotive and oil and gas sectors.  The company is going to be in demand for their products.  Looking at 17% increase in next year’s earnings.  A classic industrial play.  He is looking for aviation to get better.


Price: $221.310
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 PAST TOP PICK Precision Drilling
PD-T
Michael Bowman

(Top Pick Oct 30’13, Down 16.53%) They beat analysts’ estimates last Monday.  Their payout ratio is extremely low.  10% is from international, which they built rather than buy.  He is still excited about the company.  He would buy it here.


Price: $9.170
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 PAST TOP PICK PowerSh Dynamic Basic Material
PYZ-N
Michael Bowman

(Top Pick Oct 30’13, Up 10.77%) He likes the ETF because it is based on management, momentum and earnings growth.  It is basic materials.  He was looking at the time that these companies would do well in the environment.  It is a mid cap global fund.


Price: $53.010
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 PAST TOP PICK Regions Financial
RF-N
Paul Harris, CFA

(A Top Pick Nov 7/13. Up 7.05%.) These banks have all had a real pullback this year. This is in the south-eastern US and has great assets that he thinks are going to be helped by the slow improvement in the US economy and the slow improvement in US housing. This is in a high growth area in the US.


Price: $9.760
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 DON'T BUY Shaw Communication (B)
SJR.B-T
Michael Bowman

They own global TV and 20 specialty channels.  Wireless is good and wire line is poor.  The companies in the sector are all exactly the same to him, but he prefers RCI-T.


Price: $28.830
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 HOLD Global X Social Media Ind. ETF
SOCL-Q
Michael Bowman

Social Media Stocks.  Looked at TWTR-N’s announcement.  23% increase in customer base, but it was 30% last year.  FB-T is having real problems.


Price: $18.630
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 BUY Suncor Energy Inc
SU-T
Michael Bowman

Likes it.  He would buy it here because oil is coming down to the $80 dollar mark and the question is where it is going from here.  He prefers this kind of company because he is comfortable holding companies that are completely integrated.  It is all about operating net backs. 


Price: $39.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 DON'T BUY Transalta Corp
TA-T
Paul Harris, CFA

Hasn't liked this company because they have such poor assets. Doesn't understand why they didn't cut their dividend. He prefers others.


Price: $11.000
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: No
2014-10-30 BUY Teck Resources Ltd. (B)
TCK.B-T
Michael Bowman

5 year low.  It’s all about meteorological coal.  It has been all about China.  He is sure looking at this one to just pick it up for the yield alone.


Price: $17.520
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: No
2014-10-30 BUY Toronto Dominion
TD-T
Michael Bowman

In a rising interest rate environment this one would do the best in the US.  Just buy it now.  No reason to wait.  It already had a good pullback.


Price: $54.750
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 BUY on WEAKNESS Trinidad Drilling Ltd
TDG-T
Michael Bowman

A well managed company with a great balance sheet.  They are always looking out for what is coming around the corner.  He would be picking away at this.


Price: $7.210
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 COMMENT Telefonica S.A.
TEF-N
Paul Harris, CFA

Likes the company. Thinks they have some really great assets. Have been very astute at getting rid of non-core assets. Have some great businesses in very high growth areas such as Brazil and Argentina and Latin America. Has the opportunity to be a really hefty growth company. This business requires a lot of Cap X, which has hurt them a bit. Feels this is a unique company. Looking at the numbers, the Latin American site continues to do well. It is Spain that has really been hurt in the last little while. Thinks the stock will do well.


Price: $14.690
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 SELL Talisman Energy
TLM-T
Michael Bowman

There are better companies out there.  If you find something better to buy you should sell this one.  You need to look at CVE-T, for example, or SU-T.  TLM-T is at a 10-year low.


Price: $6.970
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: No
2014-10-30 COMMENT Twitter, Inc
TWTR-N
Paul Harris, CFA

From a valuation perspective, this is not something he would look at. They are slowing down. There are more people, but their revenue is going to be slowing down. Getting advertising is much harder. With all these things, they get to a certain level and start to deteriorate. Trading at a very high valuation, so there is risk. When companies like this miss, even slightly, it destroys their stock.


Price: $41.800
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: No
2014-10-30 COMMENT Unilever PLC
UL-N
Paul Harris, CFA

A very good company. Feels they over expanded into places like Asia with the hope that they would actually deliver huge growth for them. That has not happened, which has really hurt them. They have to cut back on the actual number of products that they have. Margins have been squeezed over the last little while.


Price: $39.790
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 BUY Visa Inc.
V-N
Michael Bowman

Biggest jump in 3 years today.  He has been a big fan of this area.  He thinks there will be no cash in the future.  We will be a cashless society.  The long term is great.


Price: $236.650
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 WEAK BUY Vanguard MSCI Emerg. Mkt. ETF
VEE-T
Michael Bowman

An ETF has no fund manager.  Fees are lower.  He is a big fan of ETFs.  This one has the lowest fees in the area.  They have been coming back.  Emerging markets have been a tough place to be.  This would be the one but he would favour local markets right now.  He is not a big proponent of diversification just for the sake of it.  Buy the trend.


Price: $28.510
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 DON'T BUY Yamana Gold Inc.
YRI-T
Michael Bowman

He is not a gold guy.  There is no reason to buy gold.  Some people think there will be QE 4 next year and it would cause the US dollar to decline.  He is staying clear.


Price: $4.990
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: No
2014-10-30 DON'T BUY BMO DJ Industrial Ave Hedged to CAD ETF
ZDJ-T
Michael Bowman

The 30 biggest companies in the US.  You can use these for income.  In a rising market, however, covered calls crimp your gain. 


Price: $29.660
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: No
2014-10-29 N/A A Comment -- General Comments From an Expert
A Commentary
John Stephenson

Markets. There are some intraday reversals on Dow Transports, Russell 2000, etc.  Going higher earlier in the day and now dropping below yesterday's close. This is generally a bearish signal. He started buying 3-4 weeks ago because the Russell 2000 started moving up ahead of the S&P 500 and other bigger markets. This may suggest that the little rally may be coming to an end. He does not believe that is the reason. The US Fed announcement is coming up in about an hour he thinks the market is quite nervous about it. The probability is that they won't be as dovish as they have in the past. They'll see that the labour market is improving. He really believes they are going to start talking about some view to the economy healing. If so, that will be short term somewhat bearish for stocks, but over the longer term, a rising rate environment is actually, at least in its initial stages, positive for stocks. Still thinks this is a good time for investors to start wading in. Historically, November, is one of the strongest months on record, and typically you have increases of 6%-7% in that month. The best time to buy stocks is in the Nov-April time frame.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: _N/A
2014-10-29 N/A A Comment -- General Comments From an Expert
A Commentary
John Stephenson

Oil. Oil is up a little bit today. It has been an interesting time in the energy complex. Goldman Sachs came out a few days ago saying we were headed to $75 oil. He is in the $85ish camp and thinks that is where the long term costs are. Oversupply is really not the case, but you can't argue that demand is running away. We are in a kind of middling range for oil and doesn't see us getting $100 or more in the immediate future, but he doesn't see it falling below $75.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: _N/A
2014-10-29 N/A A Comment -- General Comments From an Expert
A Commentary
John Stephenson

Currency. Currently the Cdn$ is rallying against the US$. His overall view is that the US$ will continue to strengthen. It is clearly the strongest market globally. If you compare what has happened in Canada and the US, our real estate prices have continued to go up where theirs have gone through a retrenchment in real estate and prices fell by an average of 5%, across the country. Ultimately, you are better served in US$ terms and in US$ investments, because over time we are going to drift towards an $0.85 dollar in Canada.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: _N/A
2014-10-29 COMMENT A Comment -- General Comments From an Expert
A Commentary
Don Lato

Precious metals? He doesn't own anything in the area. Has never really participated.


Price: $0.020
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
2014-10-29 BUY Apple
AAPL-Q
John Stephenson

Today's short-term reversal has more to do with the upcoming Fed announcement. It has had a good run as of late. He likes this and just bought some. Feels it is worth significantly more. The ecosystem works phenomenally, i.e., once you have one product, the other products work seamlessly.


Price: $107.340
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: Yes
2014-10-29 BUY Air Canada (B)
AC.B-T
John Stephenson

He likes this. Had been a great performer last year. Fuel prices have pulled back 18%-20%, routes are full and demand is strong. There is pricing power, pricing differentiation with Rouge and other things that will allow it to go after other travelers. Thinks it has been oversold. (See Top Picks.)


Price: $8.950
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: No
2014-10-29 COMMENT AGF Management (B)
AGF.B-T
Don Lato

Would be a little bit concerned about this one. The mutual fund industry is going to be affected by changes in disclosure laws, starting next year. One of the things that has to be disclosed are the fee schedules. A lot of clients are going to be in for a bit of a surprise when they see the fees that are going to be charged.


Price: $10.160
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2014-10-29 COMMENT Bank of Nova Scotia
BNS-T
Don Lato

A good time to be looking at Canadian banks. They have all sold off from their peaks. All took a nosedive from the mini meltdown a couple of weeks ago. Not his favourite. (See Top Picks.)


Price: $68.090
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-10-29 COMMENT Baytex Energy Corp
BTE-T
John Stephenson

Baytex (BTE-T) or Crescent Point (CPG-T).  Given his belief that oil is going to be in the "middling range", you can probably put off your decision to Buy energy stocks for a few months. There is no urgency. If you are looking at a short-term horizon, 6 months or so, this one is probably the better one, because it is the heavy oil story. If looking at the balance sheet, debt to cash flow metrics, Crescent Point does stand up better. If he had to make a call, he would say this one because it has been less disappointing.


Price: $35.440
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: Yes
2014-10-29 PAST TOP PICK CitiGroup
C-N
John Stephenson

(A Top Pick Nov 7/13. Up 4.77%.) Still likes this. Money centered banks have not done as well as expected, but all the litigation issues are pretty much in the rear-view mirror, and that was the big overhang on the stock. They still don't have a dividend to speak of, and that is a big part of the story going forward.


Price: $52.650
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: Yes
2014-10-29 BUY on WEAKNESS Cineplex Inc
CGX-T
Don Lato

Not cheap at 20X earnings. Stock has been relatively flat in the last year, in the range of $38-$44. Struggled last winter with the brutal weather. Also, a so-so movie schedule for the 1st part of the year. This is supposed to be improving in the 4th quarter and into next year with some great sequels coming out. A very, very well-managed company. They continue to increase their concession revenues, their on-screen advertising and their online business. 3.5% dividend yield is well covered.


Price: $41.960
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-10-29 HOLD Corus Entertainment (B)
CJR.B-T
John Stephenson

Advertising spend has been really low, so you are looking at media in general being impacted by weak advertising spend. There is no immediate catalyst. It has good properties. Stock is fundamentally fine, but advertising is weak and is likely to remain weak.


Price: $20.850
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: No
2014-10-29 COMMENT Crescent Point Energy Corp
CPG-T
John Stephenson

Baytex (BTE-T) or Crescent Point (CPG-T).  Given his belief that oil is going to be in the middling range, you can probably put off your decision to Buy energy stocks for a few months. There is no urgency. If you are looking at a short-term horizon, 6 months or so, Baytex is probably the better one, because it is the heavy oil story. If looking at the balance sheet, debt to cash flow metrics, this one does stand up better. If he had to make a call, he would say Baytex because it has been less disappointing.


Price: $37.010
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: BULLISH
Owned: No
Showing 1 to 60 of 133,467 entries
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