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

Recent Opinions

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Date Signal Company Expert Opinion Price
2016-05-25 N/A A Comment -- General Comments From an Expert
A Commentary
David Burrows

Markets.  We have only so much patience.  The market broke the 2000 highs in the beginning of 2013 and has chipped itself sideways since then.  Every 3 years we get a really big decline.  Despite the fact we are near highs, the S&P sort interest is at all time highs.  There is tremendous bearishness yet he sees from his models that we have healthy markets.  He thinks there are a lot of people on the wrong foot on this market.  This is a great contrarian indicator. After a 2/3rd decline in energy we are likely to have a 50% upside. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2016-05-25 HOLD Altagas Ltd
ALA-T
David Burrows

Dividend growth is not what it was over the last few years.  You are buying it as a bond proxy, rather than a dividend growth stock going forward.  The dividend is okay but there are better names in the utilities.  H-T, for example.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 HOLD Alerian MLP ETF
AMLP-N
David Burrows

Energy infrastructure and pipelines.  They wrap up tax reporting into a single figure.  That is the attraction.  You are less likely to see volume growth with oil where it is.  This is going to be an income name only, no growth.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 BUY Brookfield Renewable Energy
BEP.UN-T
David Burrows

It is a good long term energy investment. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 TOP PICK Blackrock Inc.
BLK-N
David Burrows

Investment management company, absolute leader in ETFs.  Money is moving its way toward ETFs.  Money has been leaving equities this year but they are seeing net capital inflows.  Their margins are expanding.  17 times earnings.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Bank of Nova Scotia
BNS-T
David Burrows

BNS-T vs. NA-T.  Totally different.  BNS-T is a global bank leaning toward the Caribbean.  NA-T is not the same thing.  This environment is constructive for developed markets with energy prices staying stable.  He prefers more North American exposure so chooses NA-T.  He would prefer RY-T to either of these.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 PAST TOP PICK CitiGroup
C-N
David Burrows

(Top Pick Jun 4/15, Down 14.58%) Got stopped out and got out of financials last year.  This group looks quite attractive right now.  This one gives you global exposure.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 BUY CCL Industries (B)
CCL.B-T
David Burrows

(Market Call Minute) Will continue to be attractive.  They have been great at executing.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Cineplex Inc
CGX-T
David Burrows

They have done a great job of executing.  It has been a good year with star wars.  It might be a tougher year next year.  They recently made a new high but looks like it is ready to lift.  He would have no problem owning it.  This one is attractive from a yield (3.1%) point of view.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 BUY Cisco
CSCO-Q
David Burrows

They are at the heart of data transfer.  They are an absolute leader in the group.  Margins are rising and they are increasing their percentage of services.  As video picks up in use over the web they are part of the infrastructure.  The stock just broke out to new highs.  It is not expensive – 11 times earnings.  They are committed to returning 50% of free cash flow to investors.  19% per year dividend increases.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 DON'T BUY Canadian Western Bank
CWB-T
David Burrows

His macro view is that structurally energy could be tough for a longtime.  He does not like something that his broken and that you hope is fine.  He prefers outside of Western Canada.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 BUY Walt Disney
DIS-N
David Burrows

(Market Call Minute) The one concern is the loss of subscribers at ESPN.  They are firing on all cylinders, however.  The consumer discretionary group should start to lift here.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 BUY Facebook
FB-Q
David Burrows

Internet media is one of the key themes.  This one looks very, very attractive.  They are doing a great job in mobile and on the desktop as well as in video.  They are growing users monthly.  Payments are going to be bigger, only about 5% now.  PNQI-Q includes a basket of these companies, also.  You should have exposure to this theme.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 PAST TOP PICK FedEx
FDX-N
David Burrows

(Top Pick Jun 4/15, Down 7.39%) They started the correction last spring.  They bottomed at $120 last February and are now at $160.  He would have no problem owning it right now.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 BUY Fortis Inc.
FTS-T
David Burrows

Income replacement is a key theme in this market.  FTS-T is a wonderful company that has raised its dividend forever.  There is no sign of it stopping.  This is not going to be a rocket ship if the market works its way higher.  It will have significantly lower volatility. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 TOP PICK Honeywell International
HON-N
David Burrows

We are in a connective world.  They are big in auto and heating efficiency.  Everything is connected.  Sensors and connective devices.  They grew free cash flow.  13% annual dividend growth.  It is not an expensive stock.  They are the market share leader in every market they are in.  16 times earnings.  He likes industrials and connected devices along with dividend growth.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 HOLD Keyera Corp
KEY-T
David Burrows

Don’t buy the laggards.  It is going to be okay, like a bond proxy.  It is not likely to go back to the highs any time soon.  Slower dividend growth.  Does not expect it to be a strong performer. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 TOP PICK Medtronic Inc
MDT-N
David Burrows

Cardiac implants, spinal implants and diabetes devices.  A play on the secular theme of spending on healthcare.  They are all about scale.  It is fundamentally very attractive.  They have a dominant role and can save the system money with their implants.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 PAST TOP PICK Manulife Financial
MFC-T
David Burrows

(Top Pick Jun 4/15, Down 13.63%) He got out due to a stop loss.  The insurance group is showing strength but he would prefer SLF-T.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 BUY Magna Int'l. (A)
MG-T
David Burrows

They are dependent on sentiment around the auto cycle, which some think is running out of gas.  He thinks it is a mid-cycle slow down.  He thinks recession is unlikely and that Europe will pick up.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 DON'T BUY National Bank of Canada
NA-T
David Burrows

BNS-T vs. NA-T.  Totally different.  BNS-T is a global bank leaning toward the Caribbean.  NA-T is not the same thing.  This environment is constructive for developed markets with energy prices staying stable.  He prefers more North American exposure so chooses NA-T.  He would prefer RY-T to either of these.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 HOLD New Flyer Industries Inc.
NFI-T
David Burrows

(Market Call Minute) It is on a tear.  Behaving well.  Weak Canadian dollar continues to help them.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Norbord Inc
OSB-T
David Burrows

(Market Call Minute) He likes the housing cycle and it is hard not to like this one.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 BUY Royal Bank
RY-T
David Burrows

He is bullish on financials.  This one is coming back into a leadership role.  A nudge in rates would be very positive for them.  Their exposure to capital markets puts them into a good position if markets slowly improve.  Consider US banks also, such as JPM-N.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Shire PLC
SHPG-Q
David Burrows

(Market Call Minute) He likes pharma and the more North American focus.  Prefers JNJ-N but is okay with this one.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 DON'T BUY Skyworks Solutions Inc.
SWKS-Q
David Burrows

It has not performed well over the last while.  He prefers a company line NVDA-Q where they are in the middle of graphics on the internet.  It is higher margin product that SWKS-Q. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 COMMENT iPATH S&P 500 VIX Short-Term
VXX-N
David Burrows

The VIX is at a 52 week low.  When the market pulled back, volatility did not move.  It is counter to the herd mentality that there are big problems in the markets.  He has been short the VIX.  There are no signs in the market that there are any systemic problems.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 HOLD Wells Fargo
WFC-N
David Burrows

You have to remember that stocks spend a lot of time doing nothing.  WFC-N are dominant in the mortgage market and will benefit as the housing market does.  Financials were underperforming until about 6 weeks ago.  We are seeing signs of domestic improvement in the US.  Be patient.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-24 N/A A Comment -- General Comments From an Expert
A Commentary
Andrey Omelchak

Markets. There is a lot of free credit. Central banks globally have opened up the taps, and as a result there is a lot of mispriced securities. He is not sure what the end result will be. The question is if this is justified at this time. We will only find out the answer in the future. It is good to be prudent in this environment. He likes to invest in companies that don’t have input variables where there is no control or a high degree of predictability on.


Price: $0.020
Subject: CANADIAN
Bias: CAUTIOUS
Owned: _N/A
2016-05-24 COMMENT A Comment -- General Comments From an Expert
A Commentary
Andrey Omelchak

Lithium stocks? There is a lot of talk as to whether lithium is the next big thing or not, and whether or not electric cars will be the major type of cars manufactured, especially in North America. Storage of energy is a big problem, and you need lithium to do that. It is pretty safe to say that lithium demand will increase going forward. Feels we are in the early innings. There are not too many global providers of lithium. You really have to pick your spot.


Price: $0.020
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets. It continues to be the macro picture that drives momentum and sentiment, and it all seems to be stemming from the US Federal Reserve and expectations about when are they going to raise rates. There are a lot of implications for the US$ versus the rest of the basket. We have seen huge moves at the end of last year, and then year to date a reversal of a lot of that. Because the dollar is tied to commodities, there have been big runs in a lot of the commodity names. A very different picture year-to-date in the Canadian market than anywhere else globally. Whenever she gets macro noise that is taking the markets around, she tries to look for where opportunities are. The biggest thing is, will interest rates remain low enough for valuations to continue to make sense. She thinks they will. Doesn’t expect anybody will be in a rush to raise rates. Beyond that, what really drives things, is individual securities. Valuations are at bit higher than normal because of the low rate environment. The 2nd piece is earnings, and when she looks at this we are no longer in structural, so 1 is the aging population and 2 is the debt, and we are no longer in a situation where the entire economy is growing. She has been advocating that it is going to be really difficult to do well in the market going forward with a passive approach, because the 2 things you need to do well is 1) valuations coming off lows or 2) broad-based economic growth. It is going to be more and more important in the high valuation/low growth world to really pick your spots with a portfolio that is more focused than broad market based.


Price: $0.020
Subject: US LARGE
Bias: UNKNOWN
Owned: _N/A
2016-05-24 DON'T BUY Air Canada (B)
AC-T
Andrey Omelchak

Had a great run and has been one of the best investments recently. They’ve done many things right in spite of many hiccups. He is always careful when investing in any airline. Throughout the cycle it is not a good investment, but from time to time you get those unique opportunities where you get an uptick in the industry and they fix the problems. This one has had both. At this time, he is very careful about investing in any airline, because he feels the industry is starting to peak and there is increased competition.


Price: $9.580
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2016-05-24 DON'T BUY Aimia
AIM-T
Andrey Omelchak

Has a one-year contract with Air Canada (AC-T) and you don’t know if that will be renewed. Be very careful with this. Have a sizable level of debt, and he is not quite sure how the business model will evolve. Despite the potential of a high dividend yield, you have to stay away until there is a resolution of sizable contracts for negotiation.


Price: $7.790
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 BUY on WEAKNESS Aecon Group Inc
ARE-T
Andrey Omelchak

(Market Call Minute.) This is more of a trading stock. They have a backlog that has picked up quite nicely due to infrastructure spending that is happening. If you can get this cheaper, that would be great.


Price: $17.350
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Bank of America
BAC-N
Jennifer Radman

Banks are spread earners, so the more that interest rates move up, the more of a spread they can get and there is less pressure on the business. Changing expectations took a bit of life out of all the banks. She prefers Citibank (C-N) which is trading at a bigger discount to BV. However, the big picture drivers are all the same.


Price: $14.680
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 BUY on WEAKNESS Airboss of America
BOS-T
Andrey Omelchak

(Market Call Minute.) Great company that is well-run. A long-term hold with the opportunity to buy it on weakness.


Price: $14.240
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 TOP PICK Broadridge Financial Solutions Inc.
BR-N
Jennifer Radman

This helps financial institutions. When they do investor communications, such as proxy voting or management change, unit voters have to vote, and this company facilitates 90%+ of the proxy voting. There is so much pressure on financial institutions with new regulations coming up. Dividend yield of 1.84%.


Price: $65.360
Subject: US LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-24 COMMENT Caterpillar
CAT-N
Jennifer Radman

Their segments include mining, energy exposure and construction around energy. If you look at all their segments, there is just no good part of the business that is working right now. Have done a fantastic job of managing costs, but it is a very tough environment. The big question is, where are we in the cycle and are we close to a bottom. Expectations are still being reset lower with some caution on the stock. Reported in April and earnings came in slightly below. Revenue was better, but they did cut their profit outlook.


Price: $71.090
Subject: US LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-24 COMMENT Costco Wholesale
COST-Q
Jennifer Radman

A great business, but she is more neutral on the name. As much as it is a good business, it is suffering from a bit of the same dynamic as retail sales across the US. Not sure where the incremental growth is going to come from. She would be looking for something with a more favourable risk/reward dynamic.


Price: $142.570
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 PAST TOP PICK Cisco
CSCO-Q
Jennifer Radman

(A Top Pick Aug 13/15. Up 1.73%.) Old school technology that people think is going to get slaughtered by newer technologies. The company has shown a very good ability to redefine how it operates and bring product to market. Have been able to grow revenue and hang onto margins, when the expectation was that it wouldn’t. They’ve seen success in getting more recurring revenue through more services and software in their product mix, which they are now going to use more in the rest of their product line.


Price: $28.470
Subject: US LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-24 TOP PICK Cisco
CSCO-Q
Jennifer Radman

With this one, you have the valuation on your side. You have had the threat that it should be showing up in the results, but it is not. Have done a very good job of transitioning. They have a fantastic client base and they are asking them what they need to do. There is still a lot of upside based on the valuation. Dividend yield of 3.65%.


Price: $28.470
Subject: US LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-24 COMMENT Chevron Texaco
CVX-N
Jennifer Radman

Oil prices in the US kind of move opposite to the US$, giving you a kind of offset. Oil exposure in Canada moves truer to what oil prices actually are doing. This gives US companies less volatility. The dividend is this company’s #1 priority. They are looking more at divesting assets as opposed to buying opportunities, and are more focused on short cycle projects.


Price: $100.190
Subject: US LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-24 DON'T BUY Concordia Healthcare
CXR-T
Andrey Omelchak

Have made a tremendous number of acquisitions in the past. It is now generating a high return on equity and free cash flow. 4th quarter results were excellent. All this looks great, but at the same time they have put the company up for sale. There are some regulatory concerns in the whole industry, and anything can happen. However, they have a good profile of products. He questions why they have put this up for sale if it such a great business. Feels there is downside protection, but in terms of the upside we just don’t know what will happen.


Price: $40.930
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2016-05-24 COMMENT Deere & Co.
DE-N
Jennifer Radman

The economy has just gone through a commodity -type cycle. The question is, when is the cycle going to bottom out. Because we have had such a long commodity cycle, it is a really tough question to answer. Prefers taking other types of cyclical risks.


Price: $79.640
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 COMMENT DH Corporation
DH-T
Andrey Omelchak

One of Canada’s best companies. They’ve really transformed the business over the last 4-6 years. Used to be a cheque manufacturing company for Canadian banks, but are now focused more on technology. Has a very highly predictable and highly secure revenue stream. Was under attack recently by short-sellers, but he believes the allegations were misplaced. This is going to be a very solid long-term hold for years to come.


Price: $34.510
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Diversified Royalty Corp.
DIV-T
Andrey Omelchak

A pretty good company, based in Calgary. They are trying to acquire different assets which they can generate free cash flow from in order to pay high dividend yields. Currently it is a very high payout ratio. He is a bit concerned about their latest acquisition which they have potentially overpaid for. Over the long-term, the management team is very smart and really know what they are doing, and will build a good business and continue paying a high dividend yield.


Price: $2.250
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 TOP PICK Amdocs
DOX-Q
Jennifer Radman

This company does the back end for a lot of the telco companies and the cable companies. When you had your 1st cell phone, you had minutes, but now you can bundle with half your office plus your grandmother, etc. It is so complicated trying to figure out how much data you are using and what you are getting billed for, and this company puts all that together. AT&T is their big customer. Dividend yield of 1.36%.


Price: $57.230
Subject: US LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-24 HOLD Medical Facilities Corp.
DR-T
Andrey Omelchak

A pretty good company overall. Operates 6 facilities in the US. Dividend yield of approximately 6.4%, which he believes is sustainable. Management has a net cash position. They recently appointed a new CEO, who he thinks will increase their focus on new M&A activities. The risk is what will happen on the regulatory front. You really have to understand what is happening in terms of reimbursement trades and the Medicare and Medicaid situation. Doesn’t know how the industry will evolve, and this is a big question mark. However, feels this is one of the better managed companies. Not trading at a very expensive multiple. Because of regulatory concerns don’t overweight your position.


Price: $18.000
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 HOLD Descartes
DSG-T
Andrey Omelchak

(Market Call Minute.) A great company that has capitalized on the trends of monitoring and security. This is a long-term hold, despite seemingly being expensive.


Price: $26.690
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 SELL Brinker International
EAT-N
Jennifer Radman

(Market Call Minute.)


Price: $44.300
Subject: US LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-24 TOP PICK Element Financial
EFN-T
Andrey Omelchak

Earlier this year they announced plans to separate the company into 2 entities. One is a fleet business and the other is asset management. Thinks we are on the verge of a major re-rating on the back of this split. Both businesses are high quality and will both generate high ROE’s. The company is largely undervalued on the back of this. Dividend yield of 0.65%.


Price: $15.520
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2016-05-24 BUY CGI Group (A)
GIB.A-T
Andrey Omelchak

One of the better run Canadian companies. Has a high return on equity and extremely well managed. Had a bit of a hiccup in the US because of implementation, but those things happen. They will continue delivering. A tremendous organization. Every year they conduct tens of thousands interviews with their clients. They understand the trends and are always at the forefront of those trends. They keep ahead of their competition. A great company to own for the long-term.


Price: $60.050
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2016-05-24 SELL Corning Inc
GLW-N
Jennifer Radman

(Market Call Minute.)


Price: $20.090
Subject: US LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-24 BUY on WEAKNESS General Motors Corporation
GM-N
Jennifer Radman

Another example where we haven’t seen that big of a fall off in terms of operating metrics or auto sales in the US or globally. However, at the same time there is a fear that something bad is going to happen. A lot of these have been under pressure because people are feeling we are at the end of the cycle. There is a lot of volatility in these types of names, and there could be a better entry point.


Price: $31.050
Subject: US LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-24 COMMENT Home Depot
HD-N
Jennifer Radman

A lot of consumer spending is on the home. A lot of good stuff is happening in this company. They are executing very well. Growth has been great. The valuation is what is keeping her on the sidelines.


Price: $133.360
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 HOLD High Liner Foods
HLF-T
Andrey Omelchak

This is a long-term Hold, not a short-term play. They capitalize on the trends of seafood and healthier eating, which are currently very strong across North America. Historically they’ve done an outstanding job, making very good acquisitions, integrating them well. Lately have run into some problems. Organic growth has been negative and they’ve taken on too much debt. They have a leveraged situation which they are now addressing. Feels they’ve done a pretty good job recently in improving the business, and you should see them going back to the positive growth rate.


Price: $18.690
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Industrial-Alliance Life Ins
IAG-T
Andrey Omelchak

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? This is a fantastic company and really well-managed. CEO has done a tremendous job. The company understands risk management. He would not want to bet against this in the long run. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.


Price: $42.200
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Intact Financial
IFC-T
Andrey Omelchak

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? When you have a great business and there is a one-time event that is not replicable, and the company sells off in a material fashion, this is one of the best investment opportunities, and is the kind of opportunity that Intact Financial represents. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.


Price: $91.880
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Innova Gaming Group
IGG-T
Andrey Omelchak

Everybody has been excited about the gaming stocks, but now the tide has changed quite a bit. He looked at this briefly, but wasn’t particularly excited about the portfolio product they have. If investing in this sector, there are several considerations you have to keep in mind. 1.) Make sure the company has a product that is less prone to regulations. 2.) Make sure you have the best player. He is very skeptical about investing in small gaming companies.


Price: $1.170
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 HOLD Kirkland Lake Gold
KGI-T
Andrey Omelchak

(Market Call Minute.) Great management team that has excellent operational experience. They’ve really delivered. Have improved the quality of the gold they are getting.


Price: $10.330
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
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