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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Markets.  In July the markets were at all time highs.  They were this week.  He said there would be a correction after he was on last in July.  The Dow came back 4% after he was on and then came back.  Now markets are overvalued again.  September is THE weakest month of the year.  Beware, the ides of September.  October in a mid-term election in the US is the bottom of the 4 year cycle so look for buying opportunities in October.  Economically sensitive sectors would be the weakest in the month of September.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2014-08-22 WAIT A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Gold.  Strength is July to beginning of September or October.  Gold has been slightly lower.  Other gold stocks are actually in upward trends.  He is still hopeful that the seasonality will still kick in.  Buy when the US$ rolls over.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 WAIT A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Seasonal investing through ETFs.  Best time to buy the market on average is October 28th.  You want to be fully invested in equities until the beginning of May.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Young

Markets. Everybody is talking about needing a correction, but if everyone is expecting one, it doesn’t really happen. A correction would be healthy, but the market keeps going up. There won’t be a 5%-10% correction, because there is so much cash sitting on the sidelines. Every time we fall 3%-4%, people see it as a buying opportunity. The dividend component of the Canadian market is healthy. It’s north of 3% on the index, which holds up well against the US index. Dividends pay you while you wait, and gives you a cushion on the downside in a correction. He is more in a position towards the growth side in dividends. Probably the most expensive area of the stock market is those stocks that have reasonable yield, but also are defensive businesses with good growth prospects. These have been expensive for a while.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: _N/A
2014-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Young

Trailing stops? Basically a trailing stop is a “point” at which you are going to sell, that moves with the stock. If the stock goes up, the level of the stop goes up as well. The trouble with setting these stops is that you can get whipsawed. If you don’t set them at the right place and you enter some temporary volatility, you get Sold out and then the stock bounces back. Normally you set this outside of a normal standard deviation and set it below that. Also, the issue is that once you have Sold a stock, you then have to decide when to Buy it back, which is sometimes a very difficult decision to make.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: _N/A
2014-08-22 BUY AutoCanada Inc.
ACQ-T
Jeff Young

A Western-based company that is rolling up a bunch of car dealerships, primarily in Western Canada, but are moving across Canada. Focused on trucks primarily, which are higher margins. A real growth story for several years, but has corrected here on concerns their pace of growth is slowing down. He doesn’t think that is the case. Even since the quarter when people got a little bit worried, they’ve had 2 acquisitions, so he feels the story will continue to play out. 25%-30% upside in the next 12 months is possible.


Price: $71.160
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 BUY Alaris Royalty
AD-T
Jeff Young

This is a quasi-private equity royalty type shop where they give private companies capital, in exchange for part of the top line generally. Have a bunch of underlying companies and are looking to expand that into the US. Last year was a bit rocky when they had some problems with a couple of their underlying companies, but that has all been sorted out. Thinks this could get back to $36 or so. Feels the dividend is safe.


Price: $32.830
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 DON'T BUY Aetna Inc.
AET-N
Don Vialoux

Healthcare stocks are very strong this time of year.  Upward strength is probably okay right here.  You may want a few more higher highs and higher lows here.  Compared to others in the sectors, they have broken to all time highs so this one is lagging and for this reason he would prefer one of the others.


Price: $78.770
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 HOLD Agrium
AGU-T
Jeff Young

Has been a bit of a disappointment. Hasn’t really done very much over the last year. Continues to like it over the long term. Likes their strategy of owning the big retail network in Canada and the US. Gives them some stability to their earnings. 3.2% dividend yield.


Price: $101.820
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 BUY on WEAKNESS Arc Resources Ltd
ARX-T
Don Vialoux

Natural gas normally bottoms around the end of August, as do the stocks.  Now there is a nice little base pattern forming.  The trend is still not there yet and relative strength is probably slightly better than the TSE.  He likes gassy stocks and they are showing signs of base building. 


Price: $31.460
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 PAST TOP PICK Arc Resources Ltd
ARX-T
Jeff Young

(A Top Pick Sept 19/13. Up 24.72%.) They continue to deliver. Have very good lands in northeast BC and Alberta, and are strong operators in that. Well-placed for LNG, should that come about at some time.


Price: $31.460
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 COMMENT Artis Real Estate Investment Trust
AX.UN-T
Jeff Young

A high-quality REIT. In Western Canada and expanding into the US. Suffers from somewhat limited growth and being interest-rate sensitive. 6.7% yield.


Price: $16.040
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2014-08-22 COMMENT Bonavista Energy Corp
BNP-T
Jeff Young

Thinks there is potential for the company, but you have to keep an eye on it as well. Stock hasn’t been the best performer, and a lot of that relates to some of the capital efficiencies and their ability to get a lot of production for their dollar. Cost structure is a little bit higher than some of the others. If we see strength in gas prices, everything will be fine, but if we go through a prolonged period of lower gas prices, that dividend would be at risk. (See Top Picks.)


Price: $14.570
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 DON'T BUY B2Gold Corp.
BTO-T
Don Vialoux

He looks at gold, the sector and how the stock does relative to other stocks in the sector.  This one is one of the poorer performers, is in a downward trend and is underperforming the market.


Price: $2.730
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 WAIT CAE Inc
CAE-T
Don Vialoux

Has strong seasonality around the times of the big air shows.  After that there are new announcements about new jets and the stock has a difficult time.  The best time is from October until June historically.  But now we are in the period of seasonal weakness. 


Price: $13.390
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 TOP PICK Cardinal Energy Ltd
CJ-T
Jeff Young

Medium to heavy oil. This is a smaller and newer company, but one that is set up very well for the dividend plus growth model. Have no debt, which is unique for an oil/gas company. They focus on very, very low decline rate oil properties. Thinks their decline rate is around 13%, whereas the majority of the dividend oil/gas players is around 25%-30%. Having no debt makes them much more able to go through a downturn. Yield of 4.33%.


Price: $19.420
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 BUY Canadian Imperial Bank of Commerce
CM-T
Don Vialoux

Technicals are all okay.    Banks have a history of splitting stock when it gets above $100.  We have to wait for results next week.


Price: $104.790
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 WATCH Canadian National R.R.
CNR-T
Jeff Young

Very expensive. They seem to keep getting their numbers every quarter. As long as they continue to do that and the market stays the way it is, it will continue to go up, but you need to keep an eye on it. If there is some sort of correction here, a lot of people may take some short-term profit, but that would be an opportunity to pick up some shares. 1.3% dividend yield.


Price: $76.130
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 DON'T BUY Crescent Point Energy Corp
CPG-T
Don Vialoux

Tends to be an oily stock rather than gassy stock.  CPG is having a tough time as is oil.  It broke through a support level and has established a downtrend.  All three of his technicals are negative for this stock.  There are better opportunities available elsewhere.


Price: $44.870
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 COMMENT Crescent Point Energy Corp
CPG-T
Jeff Young

Very high quality management team. Just one of those companies that gets it done over and over. Has decent per-share growth of 7%-8% expectancies for this year. You’re paying top dollar for it, but you are getting a high-quality company as well.


Price: $44.870
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 DON'T BUY Canexus Corp
CUS-T
Jeff Young

Recently looked at their financial information a little and took a pass on it. Predominately a chemical company, but are also building a unit train oil terminal. Had some cost overruns and problems with that, and thinks they are a little capital constrained and need to sell a portion of it. They are still not done building this. Too messy a story for him. 7.5% dividend yield.


Price: $5.310
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 DON'T BUY Canwel Building Materials Ltd.
CWX-T
Jeff Young

Building products, lumber distributor across Canada. The building/renovation market in Canada has been quite good for some time. The yield of 9.2% is too high. They are over distributing. Thinks they have some room on a line and could pay out a debt if they wanted to, but clearly that is a temporary type fix. Any slowdown in building activity would be detrimental. This is not one that he would buy.


Price: $6.090
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 TOP PICK 1stTr ISE Natural Gas E.T.F.
FCG-N
Don Vialoux

The price of Nat Gas has been flat the last 8 weeks.  A break above $4.02 would complete the pattern.  Until the third week in December the price goes higher for Nat Gas stocks.  This is an ETF of gassy stocks.  We aren`t at the end of August yet, but we are awfully close.


Price: $20.380
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2014-08-22 COMMENT Freehold Royalties
FRU-T
Jeff Young

Thinks they pay out a pretty high proportion of what they bring in. High oil prices certainly helps, which leads to activity levels. They drill a little bit themselves, but don’t have the same operating risks as a regular drilling company. You do need that activity level. People tend to pay a lot more for these royalty companies, because they see the lack of risk. He is on the sideline at the moment. 6.5% dividend yield.


Price: $25.730
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2014-08-22 PAST TOP PICK Mrk Vectors Gold Miners ETF
GDX-N
Don Vialoux

(Top Pick Jul 11/14, Down 4.25%) Seasonality has not clicked in yet.  Gold equities are now outperforming the price of gold.


Price: $26.100
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2014-08-22 PAST TOP PICK Gibson Energy
GEI-T
Jeff Young

(A Top Pick Sept 19/13. Up 54.78%.) Continue to do very well in their business. Last quarter was great. Definitely getting on the pricey side, but in the energy/infrastructure space, it is one of the cheaper stocks, but also has one of the least recurring guaranteed revenues. A good stock for an active oil market. 3.3% dividend yield.


Price: $35.740
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 PAST TOP PICK SPDR Gold ETF
GLD-N
Don Vialoux

(Top Pick Jul 11/14, Down 4.34%) Keep holding it.  Yesterday we saw the gold trusts break support and now they are underperforming the market.  Seasonality suggests you want to keep holding it.  You want to look for it to keep continuing to bottom by the end of September.  Watch for the US$ to move lower.


Price: $123.190
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2014-08-22 DON'T BUY General Motors Corporation
GM-N
Don Vialoux

It has been in a downward trend, underperforming the market and close to its 20 day moving average.  Three technicals are going against you so not a buy.  This is a period of seasonal weakness.  They bottom around the end of October and then move higher through the end of the year.  Auto makers are transitioning from one model to the other.


Price: $34.240
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 PAST TOP PICK H&R Real Estate Inv Trust
HR.UN-T
Jeff Young

(A Top Pick Sept 19/13. Up 15.33%.) Not much volatility in this. Sold his holdings in order to move on to other things. Doesn’t see a lot of growth in REITs any more. 5.8% dividend yield.


Price: $23.380
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 WAIT Lundin Mining Corp.
LUN-T
Don Vialoux

Historically base metals have trouble from May to October each year.  But this one still has a trend up.  Strength is negative relative to the market and it is below its moving average, so you have 1 out of 3 technicals.  He would wait until October to buy it.


Price: $6.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 BUY Manulife Financial
MFC-T
Don Vialoux

This is not a good seasonal time for them.  It is outperforming the market, in an upward trend and above its 20 day moving average so one should hold it.


Price: $22.190
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 TOP PICK Manulife Financial
MFC-T
Jeff Young

In terms of valuation versus growth prospects, he feels this is a better option over Sun Life (SLF-T). It’s a very encouraging sign that they have raised their dividend. This means they are comfortable with their business outlook and their capital position. Yield of 2.79%.


Price: $22.190
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 TOP PICK Peyto Exploration & Develop.
PEY-T
Jeff Young

Very high quality company and basically the low cost producer in Western Canada. There has been a little check back in the price of gas, which we don’t normally get. This is one you typically buy on pullbacks. Good dividend per share growth. All their lines are very concentrated and they own the infrastructure along with the land, so they have the ability to participate in the upside, but it takes longer for natural gas to work out. A low cost producer so can survive the downturns. Could see this at $45 with stronger gas prices in the winter.


Price: $37.050
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 DON'T BUY Penn West Petroleum
PWT-T
Jeff Young

Have had problems from an operational perspective for a number of years. It now appears that there are accounting irregularities as well. This may make their costs look even worse. He would wait and let this play out. The dividend may not be safe.


Price: $7.860
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 COMMENT Russel Metals
RUS-T
Jeff Young

Starting to look at this again. At first glance it looks a little bit expensive. What he likes about the dividend safety is that their cash flow is a bit counter cyclical, in that when things turn down, they reduce their inventory giving them more cash on hand to pay the dividend. What they need now is a continuation of the strength in steel prices coming up.


Price: $36.780
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 HOLD Royal Bank
RY-T
Jeff Young

Came out today with good numbers, but a bit of slowing on the Canadian retail business. Also, wealth management was a little bit light relative to expectations, which is an area that you want to see grow consistently over time. Also, there was a little slowing on the lending side.


Price: $80.800
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 WEAK BUY Sunlife Financial
SLF-T
Don Vialoux

Banks have been getting all the love.  The TSX financial services broke to new highs two days ago.  RY came out with great numbers but there was only selling on news. SLF is doing okay.


Price: $41.270
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 TOP PICK Global X Fertilizers ETF
SOIL-N
Don Vialoux

Not doing well until now, but forming a base.  Grain prices are showing signs of bottoming.  Ag stocks are also showing signs of bottoming.  Around this time of year they go up sharply.  Keep an eye on it and get out when it`s done.


Price: $11.650
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2014-08-22 DON'T BUY Suncor Energy Inc
SU-T
Don Vialoux

They broke a support level and established a downward trend. They have underperformed the market and are below the 20 day moving average.  Three technicals against you.  Fundamentals suggest a bit of caution here.


Price: $43.960
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 WEAK BUY Telus Corp
T-T
Don Vialoux

Historically it does well in the summer months.  It is interesting based on seasonal strength.  It is trending along its 200 day moving average.  Relative strength is a little better than the market.  So it is okay as a buy and has positive seasonality to come.


Price: $38.690
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 COMMENT Teck Resources Ltd. (B)
TCK.B-T
Jeff Young

Thinks this company will have its day again. These types of companies peaked in 2011 and then came down hard. As the recovery continues, and it picks up steam at some point in time, we will have a late cycle push which is when your commodity stocks start to do better. There is talk of an interest rate cut in China on one side, and on the other side you are seeing reductions of capacity in a lot of these industries, where high-cost producers are not able to keep these things going anymore. A little bit of holding is not bad here.


Price: $25.090
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 BUY Toronto Dominion
TD-T
Jeff Young

The banks are interesting here. They’ve had a decent run here, so we might see them stabilize a little. Likes this bank’s exposure outside of Canada, which he thinks will start to play out. Dividend yield of 3.2%.


Price: $57.670
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2014-08-22 WAIT United Parcel Services
UPS-N
Don Vialoux

Is underperforming the stock.  It is testing its 20 day moving average.  Seasonally it is strong from end of October through Christmas.  He looks for base building prior to the seasonal period of strength.  The technicals are not there now for buying the stock.


Price: $97.770
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 TOP PICK Global X Uranium ETF
URA-N
Don Vialoux

Special for retail investors.  Around this time of year it will start to outperform the market.  Technicals are just starting to show a positive trend.  Own between now and the end of the year.  Look for something else in January.  Price of Uranium popped about two weeks ago.  This is getting set up for a good trade.


Price: $14.930
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2014-08-22 BUY Vermilion Energy Inc
VET-T
Jeff Young

A high-quality name in Western Canada with gas assets in Ireland and Europe. As they continue to grow, there are opportunities for it to reduce its dividend over time. Very good conservative company and a good one to hold. 3.7% dividend yield.


Price: $70.680
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 DON'T BUY Valeant Pharmaceuticals
VRX-T
Don Vialoux

It has nothing to do with the seasonality.  It has to do with taking over a major company.  Underperforming the market, in a down trend and broke its moving average.  Technicals are against you so avoid it.


Price: $128.350
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 PAST TOP PICK iPATH S&P 500 VIX Short-Term
VXX-N
Don Vialoux

(Top Pick Jul 11/14, Down 0.99%) We are past the spike period.  We could have a second spike and he is waiting for the technicals to tell him that.


Price: $27.700
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2014-08-22 DON'T BUY Whitecap Resources
WCP-T
Jeff Young

Very well-run company. Just did a big acquisition and had an equity issue that was very popular. They upped the dividend when they had that issue. High-quality company with good prospects for growth, but he thinks that growth is predicated on acquisitions, and you need an environment where they can pick up these land packages cheaply. That environment is a bit more tired than it was a year ago. Fully valued.


Price: $18.280
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-21 N/A A Comment -- General Comments From an Expert
A Commentary
Stephen Takacsy, B. Eng, MBA

Markets.  He recovered very quickly from the crisis because of the banks.  Canada is a very healthy economically and there are a lot of companies outside the resource sector that are not affected by the world economy.  The world is recovering very slowly so it is a stock pickers market.  Any rise in interest rates will be very gradual and will be put off.  You need to go down the food chain into mid caps to chase yield.  You need a solid company that can grow the dividends. 


Price: $0.020
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: _N/A
2014-08-21 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

Markets.  He is waiting for continuing progress with holdings he already has.  September should assist us.  He buys companies, so he is not concerned with the month, the Fed or war.  He is trying not to sell because that seems to be wrong.  There is a lot of money on the sidelines ready to be deployed. 


Price: $0.020
Subject: CANADIAN
Bias: SELECTIVE
Owned: _N/A
2014-08-21 PAST TOP PICK Andres Wines
ADW.A-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 26/13, Up 23.58%) Still one of the cheapest stocks on the TSX.


Price: $15.000
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY AGF Management (B)
AGF.B-T
Stephen Takacsy, B. Eng, MBA

One of the few stocks he has added this year.  Business had declined, but he found there is tremendous value.  They are expanding internationally. 


Price: $12.360
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY Agrium
AGU-T
Stephen Takacsy, B. Eng, MBA

Likes the agricultural sector.  Probably should have bought it a long time ago.  Well diversified and well integrated vertically.  Well managed.  Buy it and put it away.


Price: $102.570
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: No
2014-08-21 TOP PICK Algoma Central Corp.
ALC-T
Michael Smedley

Greatest tanker fleet and in shipping of all the commodities.  A good dividend.  It has downtime in the winter.  They might get to a higher level shortly due to a partial fleet modernization.


Price: $16.000
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 HOLD Aurora Spine
ASG-X
Michael Smedley

It went too high too fast.  They are simply getting down to work now.  You have to be a little patient.


Price: $2.140
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 WATCH ATS Automation
ATA-T
Stephen Takacsy, B. Eng, MBA

Automated production lines in a whole lot of industries.  They have a tremendous amount of R&D.  Trying to grow by acquisition.  He is watching it carefully.


Price: $13.640
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: No
2014-08-21 TOP PICK BlackBerry
BB-T
Michael Smedley

Speculative.  The stock has held relatively well.  He is particularly fascinated by Mr. Chen.  He goes in directions that will work.  They still possess certain supremacy in the area of security.  The consumer space is lost.  BB has moved on now.  Losses are falling.  It now just seems to make sense.


Price: $10.780
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 PAST TOP PICK BCE Inc.
BCE-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 26/13, 23.39%) The stock plunged with threat of Verizon coming in but it didn’t happen.  Still likes it and likes the opportunity of smart phone penetration beyond 70%.  Still sees them as a utility.  One of his core holdings, but he only buys it on negative headlines.


Price: $48.630
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 DON'T BUY Clearwater Seafoods Inc.
CLR-T
Stephen Takacsy, B. Eng, MBA

Decided to pass on this one.  Have a huge amount of Cap-X.  Well managed company.  Buy when it gets really, really cheap.


Price: $8.500
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: No
2014-08-21 DON'T BUY Corby Spirit and Wine (B)
CSW.B-T
Stephen Takacsy, B. Eng, MBA

Wine is the fastest growing segment in the industry.  The French dictate where this company is going.  He is skeptical about the new products they are trying to launch into the US.  The spirit sector is very tough and there is great competition.  Doesn’t see upside from here.


Price: $20.700
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Unknown
Showing 1 to 60 of 131,118 entries
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