Recent Opinions

Date	Signal	Company	Expert	Opinion	Price
2013-05-17	COMMENT	A Comment -- General Comments From an Expert A Commentary	Jeff Young	Money has moved out of the Bond market, and into large cap defensive equities. They are defensive in terms of the volatility of their cash flow, but there comes a time when they are less defensive. He thinks that there are specific stocks that are worth adding to a portfolio. Something that has a strong balance sheet that can survive a slow growth market, but still able to grow if the market improves. Doesn't see a correction in the near future, and if we do pull back, that represents a buying opportunity / Be the first to comment Tweet finance	Price: $0.020 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	COMMENT	A Comment -- General Comments From an Expert A Commentary	Norman Levine	Rally in the US, Europe, Japan, practically everywhere but Canada, which shows you have to diversify outside of Canada. For 10 years, Canada was the place to invest, but that's not the case anymore, you have to look outside. Almost all the new money they are investing is outside Canada. Sees the US economy stronger then expected. Europe is in recession but expects that to end by the end of the year. We are long overdue for a correction, which he would like because it takes the froth out. Canadian market is 75% to 80% resources, materials and financials. Resources are depressed now. Financials which were really strong, are no longer bargains. US banks are where the growth will occur. / Be the first to comment Tweet finance	Price: $0.020 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	TOP PICK	Agrium (US) AGU-N	Jeff Young	Nice entry point due to planting season concerns, the "Jana Drama" with the hedge fund and concerns of natural gas going up. A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends. / Be the first to comment Tweet finance	Price: $91.340 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	WAIT	Aecon Group Inc ARE-T	Jeff Young	It's been correcting a bit. Margin difficulties in 2009. There may be more weakness before it bottoms out. We need to see more growth on the construction side. / Be the first to comment Tweet finance	Price: $11.170 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	DON'T BUY	Bell Aliant BA-T	Jeff Young	The dividends are in question over the long term, would not buy for the dividends. / Be the first to comment Tweet finance	Price: $28.140 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	PAST TOP PICK	Badger Daylighting BAD-T	Norman Levine	Recommended at $24.60 now 44.50 up 86.66% A Canadian company that is growing quickly in the US. Make the HydroVac trucks, which use high pressure water to move the earth. The managment knows how to run the company. / Be the first to comment Tweet finance	Price: $44.390 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	DON'T BUY	BCE Inc. BCE-T	Norman Levine	Not a bargin here, it's still got a great yeild and the dividend will keep growing. But the earnings growth will start to slow. It's right near a new high. / Be the first to comment Tweet finance	Price: $47.820 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	TOP PICK	BHP Billiton Ltd. BHP-N	Norman Levine	Only based metal stock they own, and this is a long term investment. Has the best balance sheet in the industry. Has a good yeild. Main products are iron ore and copper. as well as shale assests. Have recently announced a cut in their capital expendatures, are building up cash waiting on other mining companies to be bought cheap. / Be the first to comment Tweet finance	Price: $67.660 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	TOP PICK	Bank of Nova Scotia BNS-T	Norman Levine	He is moving his money outside of Canada and Scotia Bank has a large footprint in latin America. Likes the prospects of outside of Canada currently. / Be the first to comment Tweet finance	Price: $58.760 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	BUY	Baytex Energy Corp BTE-T	Jeff Young	A very good company, but has exposure to heavy oil. If the keystone pipeline is approved it will help. He thinks it's a good company and that you can buy it here. / Be the first to comment Tweet finance	Price: $39.760 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	TOP PICK	CDI Corp. CDI-N	Jeff Young	A small drilling company, with a very strong balance sheet. Have got horizontal drilling rigs, and if things turn up they will benefit. Efficient operators with high quality top performing rigs. Prefers the smaller guys as they fly under the radar, and have good relationships with the massive amounts of equipment. Could see $6 to $6.50 depending on what happens in the oil. / Be the first to comment Tweet finance	Price: $13.600 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	SELL	Cineplex Inc CGX-T	Jeff Young	Have owned stock, and made some gains, is it time to switch out? Yes, he did that as well. It's a good stock and has had good yield and stable cash flow. Is now a bit expensive. There are better options. / Be the first to comment Tweet finance	Price: $34.600 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	DON'T BUY	Cineplex Inc CGX-T	Norman Levine	Has done a good job growing the concession side of the business. This year has been a poor year for movies. Thinks it is expensive now. / Be the first to comment Tweet finance	Price: $34.600 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	BUY	Certicom CIC-T	Jeff Young	Has the highest capital of all the banks, and has retrenched on the risk side. There is a short on the Canadian banks, and long on the US banks, which will be putting pressure on the cost. This is a long term buying opportunity. / Be the first to comment Tweet finance	Price: $2.990 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	PAST TOP PICK	Covidien Ltd. COV-N	Norman Levine	Recommended at $52.35 now $65.86, up 27.95% An american company based in Ireland for tax reasons. Creates health care products, used in surgery or doctors offices. They sensitive to the economy because when people aren't working they tend to put off surgerys. They are splitting off their generic drug division, which he views as a very positive move. / Be the first to comment Tweet finance	Price: $65.770 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	DON'T BUY	Canadian Pacific Rail CP-T	Jeff Young	Missed this run, was surprised by it, thinks others were surprised by it too. It's about operational improvment. Bringing Hunter Harisson back. Now trading at 30x earnings. Too expensive right now. / Be the first to comment Tweet finance	Price: $142.420 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	BUY	CSX Corp CSX-N	Norman Levine	Is the old Chessy system railroad in the US. He is positive on railroads. If you thnk the US economy is picking up, then a railroad will also pick up. One difference between CSX and a Canadian railroad is they are tied in to coal shipments and that's been a little depressed. It's yeild is 2.3% and has grown it's dividend 24% over the last 5 years. / Be the first to comment Tweet finance	Price: $25.920 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	WEAK BUY	Calloway REIT CWT.UN-T	Jeff Young	A high quality REIT, and like all REITs has had a very good run up. Rents are going up, but the cost of money has been going down. But you are paying for that, as they are very expensive. If you want a high quality defensive holding it's fine but you are taking a bit of interest rate risk with it. / Be the first to comment Tweet finance	Price: $29.230 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	BUY	Dollarma Inc. DOL-T	Jeff Young	The dividend is sustainable, and they are growing across Canada. He views it as a staple as opposed to a discretionary stock. / Be the first to comment Tweet finance	Price: $72.460 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	BUY	Emera Inc EMA-T	Norman Levine	Only warm to utility companies in Canada. Not exciting but will continue to grow. / Be the first to comment Tweet finance	Price: $36.650 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	BUY	Emera Inc EMA-T	Norman Levine	Favors this over Fortus for growth in Labrador and Newfoundland, will be better dividend growth and value growth. / Be the first to comment Tweet finance	Price: $36.650 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	BUY	Empire Company (A) EMP.A-T	Norman Levine	Owns Sobey's and real estate, and movie theatres. A consumer non-durable stock, not economically sensitive, it has good cashflow, a decent yeild. It's the type of stock that investors want to own. Never going to be exciting, but you won't be hurt too much either. / Be the first to comment Tweet finance	Price: $70.290 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	HOLD	Enbridge ENB-T	Jeff Young	It's expensive, but it's been expensive for long time. Expects it to grow 10% over the next year, but wouldn't rush into it at this point. $44 would be a better entry point. / Be the first to comment Tweet finance	Price: $48.190 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	TOP PICK	Essential Energy Services Ltd. ESN-T	Norman Levine	An oil service company, expanded outside of Alberta. Managment is quite good. Have seventh biggest fleet in the industry. Payout is only 15%. Tried drilling in the Columnian market but cut their losses very quickly there. / Be the first to comment Tweet finance	Price: $2.380 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	DON'T BUY	Fluor Corp. FLR-N	Norman Levine	World wide engineering company, probably the biggest in the world. He would take money out of Fluor and put it into SNC-Lavalin Group. He feels that all the negative press SNC has been having is actually old news, and it's pushing the stock down past where it should be. Has a lot of confidence in the new management. / Be the first to comment Tweet finance	Price: $64.570 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	DON'T BUY	FP Newspapers Inc FP-T	Norman Levine	The holding company for the Winnipeg Free Press. None of the newspaper companies are a good place to be, due to the problems of shifting from paper to digital. / Be the first to comment Tweet finance	Price: $4.830 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	DON'T BUY	Fortis Inc. FTS-T	Norman Levine	Favors Emera over Fortus for dividend growth. / Be the first to comment Tweet finance	Price: $33.990 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	DON'T BUY	Goldcorp Inc G-T	Norman Levine	Not big on gold, but GoldCorp is the best run gold company in the world. Great management, great properties, and properties are in politically stable areas. Gold weakness probably has further to go. / Be the first to comment Tweet finance	Price: $26.580 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	BUY	Goodyear Tire GT-Q	Norman Levine	Goodyear is tied into new car sales, and miles driven (need replacement tires more often in a good economy). As the economy increases it will be good for Goodyear as well. / Be the first to comment Tweet finance	Price: $14.740 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	WAIT	Intact Financial IFC-T	Norman Levine	The biggest property casualty in Canada, operates under a number of names. Has been hit recently because Ontario government has mandated lower insurance rates. Longer term is a good name to be but wait for it to bottom out. / Be the first to comment Tweet finance	Price: $59.450 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	DON'T BUY	Keyera Corp KEY-T	Norman Levine	The company is no bargin here. The company continues to grow, but is too expensive now. / Be the first to comment Tweet finance	Price: $63.030 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	BUY	McDonalds MCD-N	Norman Levine	Has been a beneficary of the slow growth economy of the world. People have been trading down to McDonalds. They have a very large european presence which is hurting them. / Be the first to comment Tweet finance	Price: $101.540 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	BUY	Manulife Financial MFC-T	Norman Levine	Likes life insurance over the banks. See interest rates going up eventually. Equity markets going up as well, which is also positive for them. / Be the first to comment Tweet finance	Price: $16.110 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	BUY	Magna Int'l. (A) MG-T	Norman Levine	Is the best run auto parts company in North America, The US auto sales are on fire which is helping Magna. The European is not doing much but as they move out of the recession they will also help. / Be the first to comment Tweet finance	Price: $67.110 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	BUY	Altria Group Inc MO-N	Norman Levine	Thinks there is no better business to be in then tobacco. Margins in the business are fabulous. / Be the first to comment Tweet finance	Price: $37.440 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	BUY	Pfizer Inc PFE-N	Norman Levine	He likes PFIZER, and is currently buying for new accounts. Not worried about the recent profit taking.Will continue to have good earnings and dividend growth. / Be the first to comment Tweet finance	Price: $28.960 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	DON'T BUY	Romarco Minerals R-T	Norman Levine	Doesn't like the Canadian banks currently, earnings growth is muted. Much prefers the US banks. / Be the first to comment Tweet finance	Price: $0.315 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	WAIT	Rona Inc RON-T	Jeff Young	Thinks the business is challenged by the big box stores. Would wait on the sidelines until they sort things out. / Be the first to comment Tweet finance	Price: $10.340 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	DON'T BUY	Shaw Communication (B) SJR.B-T	Norman Levine	Is luke warm on the cable companies, because of the incursion into the TV market by the telcos. Plus the additional competition from Netflix. Doesn't care for the fundementals of the company. / Be the first to comment Tweet finance	Price: $23.300 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	STRONG BUY	SNC-Lavalin Group Inc. SNC-T	Norman Levine	He feels that all the negative press SNC has been having is actually old news, and it's pushing the stock down past where it should be. Has a lot of confidence in the new management. / Be the first to comment Tweet finance	Price: $41.870 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	PAST TOP PICK	SNC-Lavalin Group Inc. SNC-T	Norman Levine	Recommended at $37.32 now $42.04 up 15.17% Bought a bit early, but still feels it's a great buying opportunity. They will be fined a lot of money, but their balance sheet can take it. They have new contracts coming on. / Be the first to comment Tweet finance	Price: $41.870 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	STRONG BUY	Suncor Energy Inc SU-T	Norman Levine	Depend on the price of oil, and the differenctial between what they are producing in the oil sands and what West Texas Intermediary does. Likes Suncor thinks it's very cheap here. / Be the first to comment Tweet finance	Price: $32.920 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	PAST TOP PICK	Telus Corp T-T	Jeff Young	Was at 60.11 now 37.34(split) up 16.46% The government has been trying to get small players into the market, and these are being acquired by the bigger telcoms. It's pretty fully valued here. So he wouldn't buy it now. / Be the first to comment Tweet finance	Price: $37.390 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	DON'T BUY	Transalta Corp TA-T	Jeff Young	Close to 8% on the dividend yeild. Coal/gas fire utility. Doesn't think they need to cut the dividend anytime soon, but there's not a lot in the way of growth prospects for the company. They have some assests coming on later on this year, which will help maintain the dividend, but everything has to go right. Not a name that's attractive to him. / Be the first to comment Tweet finance	Price: $15.460 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	TOP PICK	Twin Butte Energy TBE-T	Jeff Young	Will benefit from the reduction in heavy oils. Like Batex only with a smaller price. A long term hold. If oil stays at it's current levels, we could see $3 easily. / Be the first to comment Tweet finance	Price: $2.320 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	BUY	Vodafone Group PLC VOD-Q	Norman Levine	Likes vodafone. Owns 45% of verizon wireless. 3 years ago started paying it's first dividends. Possible buy out from Verizon. / Be the first to comment Tweet finance	Price: $30.230 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	DON'T BUY	Westjet Airlines WJA-T	Norman Levine	Doesn't own any airlines, because airlines are trades at best, but not a long term investment. / Be the first to comment Tweet finance	Price: $22.940 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	VAGUE	Wajax Corp WJX-T	Jeff Young	Just got their dividend and the stocks been pushed down a bit. Not seeing a lot of activity in the mining or oil sands and don't expect to see that for the rest of this year. A bit of a difficult time. If you think oil sands are going to pick up then it's good. / Be the first to comment Tweet finance	Price: $31.840 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-16	COMMENT	A Comment -- General Comments From an Expert A Commentary	Stephen Takacsy, B. Eng, MBA	His investment style is value driven, staying away from the index. So very low banking and resource exposure. Tends to invest in sectors that are underrepresented in the index. Won't be talking about banking and resources because, resources are very volatile, and there are better opportunities then banks for dividend yields. The world stock market is anticipating too optimistic an economic scenario. China is devaluing their currency, US is pumping money into the economy and it's barely growing. Try to avoid companies that depend too much on export market. Tend to stick to domestic companies that rely on the Canadian economy. The European and German money is starting to come to Canada these days. / Be the first to comment Tweet finance	Price: $0.020 Subject: Canadian Equities Bias: BEAR Owned: Unknown
2013-05-16	COMMENT	A Comment -- General Comments From an Expert A Commentary	Stan Wong	20 something odd dow records this year so far. A bit over blown, but it is sustainable. Employment is still getting better, commodity prices are falling. Still a fair amount of caution. People are buying defensively. Most of his growth portfolios are 45% in the US. Seeing value in the large cap growth names. / Be the first to comment Tweet finance	Price: $0.020 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	PAST TOP PICK	Apple AAPL-Q	Stan Wong	Recommended at 571.72 now 434.58 down 22.35% They did a share purchase plan a few weeks ago, which put a floor on the recent drop in share price. Still some catalysts, Apple TV, Iphone. Have started buying it for new clients recently. The growth won't be as big as it has been in the past. / Be the first to comment Tweet finance	Price: $434.578 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	BUY	Alerian MLP ETF AMLP-N	Stan Wong	Current yeild is 5.8%. Is a great ETF. Start worrying if interest rates start moving up, which he doesn't think will happen anytime soon. / Be the first to comment Tweet finance	Price: $17.700 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	BUY	American Tower AMT-N	Stan Wong	They put up wireless towers, are considered a REIT, and a cash cow. In 5 years there will be more smartphones and tablets out there. / Be the first to comment Tweet finance	Price: $83.210 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	BUY	Bank of America BAC-N	Stan Wong	Likes the banks, US financials. his favourite is JP Morgan, Bank of America is trading around 13x earnings. feels is a good investment. / Be the first to comment Tweet finance	Price: $13.360 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-16	TOP PICK	Boralex Inc. BLX-T	Stephen Takacsy, B. Eng, MBA	One of the fastest growing power producers. Likes because it's not paying a dividend, so can get in at much cheaper valuations then it's peer groups, and it's also the fastest growing. Will be doubling it's capactity in the next three years. At some point will be paying a dividend, probably in the next 12 to 24 months which will drive the stock higher. Sees it going to $20 to $25 range in a couple of years. Mostly in wind power in France, and thermal power in Canada. Have their biggest project, a wind farm in Quebec going on stream at the end of this year. This is the end of phase one which is the biggest phase, will be complete, which will probably give a dividend in the next 3 years. / Be the first to comment Tweet finance	Price: $10.680 Subject: Canadian Equities Bias: BEAR Owned: Yes
2013-05-16	HOLD	Cineplex Inc CGX-T	Stephen Takacsy, B. Eng, MBA	Extremely well managed company. One of the best management teams. As long as there are good movies coming out they will do well. Doesn't think the stock will be moving up from here, but the dividend is safe, and worth holding for the long run. / Be the first to comment Tweet finance	Price: $33.950 Subject: Canadian Equities Bias: BEAR Owned: Unknown
2013-05-16	HOLD	Cisco CSCO-Q	Stan Wong	Cisco ranks well in their ranking system. If you don't own it, don't buy it's too high right now. Tech sector is one of the more undervalued sectors now. / Be the first to comment Tweet finance	Price: $23.887 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-16	STRONG BUY	DirectCash Payments Inc DCI-T	Stephen Takacsy, B. Eng, MBA	Really likes directcash. They own a lot of it. Doesn't know why it had a recent drop, but feels it's worth buying at these levels. There are a lot of costs they can cut out of the two acquisitions they've made. / Be the first to comment Tweet finance	Price: $25.450 Subject: Canadian Equities Bias: BEAR Owned: Yes
2013-05-16	BUY	Diageo PLC DEO-N	Stan Wong	Have held for a long time. Up 30% with a dividend over the last 12 months. Their strategy is to acquire all the premium names they can. Really not a lot of competition in their space. / Be the first to comment Tweet finance	Price: $124.950 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	TOP PICK	Walt Disney DIS-N	Stan Wong	Waiting for a pull back before he gets in. Purchase of Marvel not that long ago, and Lucus films. First theme park in mainland China expected in 2016. Will continue to grow 10 to 15% earnings growth rate, so is a good stock to own. As the economy continues to improve they will grow as well. / Be the first to comment Tweet finance	Price: $66.470 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No