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 yield 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 yield. Main products are iron ore and copper. as well as shale assests. Have recently announced a cut in their capital expenditures, 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 surgeries. 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 yield 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	He is only warm to the 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	Favours 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 a good cashflow, a decent yield. 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	Favours 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 beneficiary 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	Depends on the price of oil, and the differential 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 yield. 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 assets 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
2013-05-16	DON'T BUY	Goldcorp Inc G-T	Stan Wong	Some of the reasons to own gold in the past, such as the global financial crisis, and fears of the US dollar falling to nothing or inflation running away have dissipated. And some of the reasons to sell gold Portugal, Spain. Italy have said they are going to sell their reserves to meet their financial obligations, Cyprus is already doing that. which will put pressure on the price of gold. / Be the first to comment Tweet finance	Price: $27.400 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	BUY	General Electric GE-N	Stan Wong	Yield at 3.26%. Likes GE. they have global revenus coming in, and you've got the yield while you wait. / Be the first to comment Tweet finance	Price: $23.270 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	STRONG BUY	Home Capital Group HCG-T	Stephen Takacsy, B. Eng, MBA	Mortgages that the banks don't want, but well secured by the value of the house. They've had a nice correction, by some US hedge fund managers who don't understand the Canadian market, they "are going to loose their shirts by betting against the banks" :) A very good entry point. Other companies in the same area that are a bit less expensive are Equitable Group or Capital group. More growth, or upside from the smaller companies. / Be the first to comment Tweet finance	Price: $53.000 Subject: Canadian Equities Bias: BEAR Owned: No
2013-05-16	PAST TOP PICK	iShares High Dividend Equity HDV-N	Stan Wong	Recommended at $57.53 now 69.08 up 24.28% High yield US companies. Very stable. / Be the first to comment Tweet finance	Price: $69.080 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	BUY	High Liner Foods HLF-T	Stephen Takacsy, B. Eng, MBA	They are very focused on value added. They won't be buying a company that actually goes out and catches the fish. He would be buying on the pull back. They will likely increase their dividend once a year every year. / Be the first to comment Tweet finance	Price: $31.150 Subject: Canadian Equities Bias: BEAR Owned: Unknown
2013-05-16	TOP PICK	iShares DJ Home Construction ETF ITB-N	Stan Wong	Hold Home Depots, and single family home type stocks. Is one of his top themes. / Be the first to comment Tweet finance	Price: $25.610 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	BUY	JP Morgan Chase & Co JPM-N	Stan Wong	Is the bank he likes to own. / Be the first to comment Tweet finance	Price: $50.970 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	BUY	Macys Inc. (formerly Federated Department Stores) M-N	Stan Wong	Like this as well as Walmart, however it is more volatile, so it needs to be watched closer. Take profits when it's up. / Be the first to comment Tweet finance	Price: $47.880 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	PARTIAL BUY	MTY Food Group MTY-T	Stephen Takacsy, B. Eng, MBA	Had owned this from the early days ($1.25) and have recently sold all of it. Last two quarterly earnings were negative growth. They need to make an acquisition. Under $20 he would buy, but otherwise hold. / Be the first to comment Tweet finance	Price: $23.360 Subject: Canadian Equities Bias: BEAR Owned: No
2013-05-16	BUY	Oracle ORCL-Q	Stan Wong	Last time around their earnings were a bit disapointing, which is when he bought it. Thinks the stock has room to grow. Thinks it will continue growing in the future. / Be the first to comment Tweet finance	Price: $34.370 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	VAGUE	Philip Morris International PM-N	Stan Wong	They've taken their profits so no longer own it. But still likes it. / Be the first to comment Tweet finance	Price: $95.440 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-16	BUY	Potash Corp of Saskatchewan POT-T	Stan Wong	Owns Potash because the stock price came so low and he feels there is value there. Dividend increased today, and will increase in the future. / Be the first to comment Tweet finance	Price: $44.670 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	TOP PICK	Qualcom QCOM-Q	Stan Wong	Recently purchased. Leading manufacturing of digital and wireless equipment. They have a chip set called snap-dragon which is geared towards the media center, video and television on the smart phone. Thinks tech is a bit undersold at this point. / Be the first to comment Tweet finance	Price: $65.640 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	BUY on WEAKNESS	Rogers Communcations (B) RCI.B-T	Stephen Takacsy, B. Eng, MBA	They own everybody but Rogers in this space. Rogers is the market leader and has the most to lose. They are going to benefit from the three small wireless playerswho are struggling. Dividend is totally safe. / Be the first to comment Tweet finance	Price: $47.590 Subject: Canadian Equities Bias: BEAR Owned: No
2013-05-16	BUY	Rogers Communcations (B) RCI.B-T	Stan Wong	Is starting to look interesting. Pays 5.6% yeild. Might be oversold right now. Long term should be fine. Telcos are a good place to be in Canada. / Be the first to comment Tweet finance	Price: $47.590 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-16	TOP PICK	Shoppers Drug Mart Corp SC-T	Stephen Takacsy, B. Eng, MBA	A great defensive name, that should be bought and put away. Great demographics with the aging population will need more drugs and health care products. Very well managed, huge cash shares. Showing good growth at the pharmacy level and the store front level. / Be the first to comment Tweet finance	Price: $46.360 Subject: Canadian Equities Bias: BEAR Owned: Unknown
2013-05-16	WATCH	Shawcor Ltd. (A) SCL-T	Stephen Takacsy, B. Eng, MBA	Very well managed company. They put the company up for sale last year, but didn't manage to sell it, making you wonder why. There's not anything wrong with the company, but maybe asking too rich of a price. Stock is expensive. It's not clear. / Be the first to comment Tweet finance	Price: $43.170 Subject: Canadian Equities Bias: BEAR Owned: Unknown
2013-05-16	BUY	Student Transport of America Ltd. STB-T	Stephen Takacsy, B. Eng, MBA	Top notch management. Not a fast growing business. School bus business. Flat market, and they depend on fuel costs. Dividends are consistant, but don't expect to get rich on it. / Be the first to comment Tweet finance	Price: $6.580 Subject: Canadian Equities Bias: BEAR Owned: Unknown
2013-05-16	BUY	Telus Corp T-T	Stan Wong	Yield at 3.6%, they've just had a split and increased their dividend. Dividend will continue to grow 10% a year over the next 3 years. / Be the first to comment Tweet finance	Price: $37.340 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	DON'T BUY	Teck Resources Ltd. (B) TCK.B-T	Stan Wong	Copper is down 9 or 10% in the last few weeks. It's a good long term company. But the greater growth in China has slowed. It has a good divident of 3%, but don't expect much growth in the next while. / Be the first to comment Tweet finance	Price: $27.770 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-16	WEAK BUY	Tiffany & Co. New TIF-N	Stan Wong	2009 was the trough, or the worst year ever. Luxury spending is starting to rise again. They are trying to expand into the emerging markets as well. They are under penetrated in the emerging countries. We have things like the Walmarts in the emerging sectors, but not the luxury areas. / Be the first to comment Tweet finance	Price: $76.490 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-16	BUY	Whole Foods Market Inc. WFM-Q	Stan Wong	Likes Whole Foods. Paying 30x PE which is a bit high, but you are paying the premium because you are paying for a brand name. They are going to be increasing their dividends in the futures and possibly the buybacks as well. Long term trend is to natural foods. They will still be looking for the dense neighborhoods, and are starting to bring in lower priced items in order to reach a broader market. . / Be the first to comment Tweet finance	Price: $102.040 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	TOP PICK	Wi-Lan Inc. WIN-T	Stephen Takacsy, B. Eng, MBA	A patent technology company. Had a tough year last year, with litigation expensive, which will be seeing the fruits of their labor this year. They sue to make money. Most of the time, things are settled out of courts, they have a few jury trials coming up. / Be the first to comment Tweet finance	Price: $4.450 Subject: Canadian Equities Bias: BEAR Owned: Unknown
2013-05-16	VAGUE	Wal-Mart Stores Inc. WMT-N	Stan Wong	Loves WalMart. Grow at 10% growth in terms of earnings on a long term basis. Their growth in international and they will continue to expand that. / Be the first to comment Tweet finance	Price: $78.500 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-16	VAGUE	iShares Cdn Dividend ETF XDV-T	Stan Wong	Is a basket of names. He prefers HDV as there is more room for growth. / Be the first to comment Tweet finance	Price: $22.290 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	DON'T BUY	iUnits S&P/TSX Materials ETF XMA-T	Stan Wong	Commodity prices are falling. China is moving away from building roads and infrastructure. You want to look at the consumption side of things. He's staying away from materials right now. / Be the first to comment Tweet finance	Price: $13.360 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	PAST TOP PICK	Yum! Brands YUM-N	Stan Wong	Recommended at $66.77 now at $69.64, total return up 6.55% Stroke of bad luck due to bird flu coming into the mix. Those types of things affect things for 2 or 3 quarters, and then they go back to normal. They are highly into developing contries, and are a long term growth name, with some short term bad luck. / Be the first to comment Tweet finance	Price: $69.630 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-16	BUY	BMO Equal Weight US Banks Hedged to CAD Index ETF ZUB-T	Stan Wong	A pull back is a possiblity, but if you are looking 12 months out, you will be ok. Financials in the US are the #2 performing sector this year. With ZUB you are getting an equal weighted basket of banks. Another way to play it is XIF which is a "spide in the US" which is more market weighted. He likes and owns both. Thinks they are undervalued to where they were 5 years ago. / Be the first to comment Tweet finance	Price: $16.880 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-15	COMMENT	A Comment -- General Comments From an Expert A Commentary	Todd Johnson	Canada is dominated by energies and financials and also the gold sector. He feels that financials have relativily weak earnings going forward. Energies depend on the keystone pipeline being built. Gold has been under a huge strain, gold has been "more or less washed out". In the US the market is doing very well, up 15% year to date. Will likely continue to do ok. Large cap investers in Canada need to think long term, 3 to 5 years. Find companies that trade below average multiple of earnings relative to their long term averages. Look for earnings growth and dividend growth in their forecast for the company. If all three things are good then they will take a position. You don't want to concentrate in any one sector, you should have 6 or 7 sectors to be diversified. / Be the first to comment Tweet finance	Price: $0.020 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown
2013-05-15	COMMENT	A Comment -- General Comments From an Expert A Commentary	David Baskin	Feels that the market is picking up due to the alternative to buying stocks is so poor. Corporate profits appear to be growing. He looks at longer terms, like 10 years. Never understood why gold was so popular, it was at $800 before the crisis so maybe it should be back at $800 now.. North America may become self sufficient in oil which will change things as well. / Be the first to comment Tweet finance	Price: $0.020 Subject: NORTH AMERICAN - LARGE Bias: BEAR Owned: Unknown
2013-05-15	DON'T BUY	Barrick Gold ABX-T	Todd Johnson	Its price is back at the mid-90's level. Has been a huge disappointment. Thinks it's a high quality business. They hold considerable debt. Might churn for a while. Thinks it might have a reasonable return going forward, but it all depends on the gold prices. / Be the first to comment Tweet finance	Price: $19.740 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown
2013-05-15	WEAK BUY	Ag Growth International Inc AFN-T	David Baskin	Company based in the praries, in the farm equipment business. He owns it through convertible debentures.This gives a nice yield on your money and you get the chance to convert those debentures into shares should the stock go up. He feels relativily good about the company but not good enough to buy the common shares. / Be the first to comment Tweet finance	Price: $34.210 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-15	WEAK BUY	Agrium AGU-T	Todd Johnson	They used to own it, and have sold it on the way up. He likes the business and management. The stock has risen a lot and there is some weakness in nitrogen pricing. You could buy it here, though because it is a strong business. / Be the first to comment Tweet finance	Price: $92.470 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: No
2013-05-15	DON'T BUY	Arc Resources Ltd ARX-T	David Baskin	Too expensive right now. / Be the first to comment Tweet finance	Price: $27.140 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Yes
2013-05-15	BUY	Artis Real Estate Investment Trust AX.UN-T	Todd Johnson	50% office 25% industrial, 25% retail, 6.5 % yield 90% of their funds come from their operation. Mentioned as an alternative to RIE. / Be the first to comment Tweet finance	Price: $16.700 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown
2013-05-15	WAIT	American Express AXP-N	David Baskin	As retail sales improve, the credit card companies will go up. However, they have already been bid up a lot, so thinks they are fully priced now. / Be the first to comment Tweet finance	Price: $72.780 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-15	PARTIAL BUY	Bank of America BAC-N	David Baskin	US banks are hard to analyse, he looked at 3 banks, Bank of America, JP Morgon and Goldman Sachs. Bank of America was the hardest to analyse especially because of the real estate assets. That said, because of the US recovery the opportunity to sell the "gnarly" properties is getting better day by day. Feels Goldman Sachs or JP Morgon is the better investment opportunitiy. / Be the first to comment Tweet finance	Price: $13.440 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Unknown
2013-05-15	TOP PICK	Brookfield Asset Management (A) BAM.A-T	David Baskin	He likes being on top of the mix. The company is managing tremendous number amounts of assets for others. Return of equity goes up and up. / Be the first to comment Tweet finance	Price: $38.940 Subject: NORTH AMERICAN - LARGE/MID CAP (GROWTH) Bias: UNKNOWN Owned: Yes
2013-05-15	WAIT	Bombardier Inc (B) BBD.B-T	David Baskin	People are waiting to see the new jet. / Be the first to comment Tweet finance	Price: $4.550 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-15	BUY	BCE Inc. BCE-T	David Baskin	Lkes it for the yield and the growth. He likes all the telecoms. / Be the first to comment Tweet finance	Price: $47.860 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Yes
2013-05-15	BUY	Progressive Waste Solutions Inc BIN-T	David Baskin	Three things for sure in life: death, taxes and garbage. As the economy grows there is more garbage. More industrial and residental waste. Has been pretty quiet, then last quarter started showing signs of life. Bin still sees a lot of opportunity for consolidation, so dividends aren't necessarily in the future. / Be the first to comment Tweet finance	Price: $23.920 Subject: NORTH AMERICAN - LARGE Bias: BEAR Owned: Unknown
2013-05-15	BUY	Chorus Aviation Inc CHR.B-T	David Baskin	The high dividend has just been halved. They kept the dividend going a lot longer then he thought they would. The region/local jet market is where the growth is, but there is competion so there is not much profit. Doesn't like airlines. / Be the first to comment Tweet finance	Price: $2.590 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-15	BUY	Canadian Imperial Bank of Commerce CM-T	David Baskin	Not his favourite among the banks, but it is a buy. He likes JP Morgan and Goldman Sachs / Be the first to comment Tweet finance	Price: $78.130 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-15	BUY	Canadian Natural Rsrcs CNQ-T	Todd Johnson	They have been increasing their dividends, but historically have not given out large dividends because they've deployed it, with the oil sands product. He likes CNQ, it's trading at a discount, and when the keystone pipeline goes through the discount will narrow. CNQ also deals with natural gas which has been down for about 5 years now, and drilling has slowed in the US. Over time the prices will normalize which will also help. / Be the first to comment Tweet finance	Price: $29.790 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown
2013-05-15	SELL	Canadian Natural Rsrcs CNQ-T	David Baskin	Have owned for a few years. Is one of the highest costs producers of oil in the world. Can only be profitable if oil prices stay at the price they are now. Second problem is transportation, which has become much more prohibitive over the last 5 years. If we see natural gas replacing diesel, and shale oil being produced in the US, then CNQ is not in a good place. / Be the first to comment Tweet finance	Price: $29.790 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-15	DON'T BUY	Canadian Pacific Rail CP-T	Todd Johnson	Is Price based on financial consideration, or just the hype? He feels it's based on rapidly improving fundementals. They have sold and taken profits. The company is strong and has good management, but he wouldn't buy more at this level. / Be the first to comment Tweet finance	Price: $136.650 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Yes
2013-05-15	BUY	CSX Corp CSX-N	David Baskin	Their only rail holding at the moment because it was the cheapest. About 1/2 the price of CP, so twice as likely to go up in his view. / Be the first to comment Tweet finance	Price: $25.900 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Yes
2013-05-15	DON'T BUY	Canadian Tire Corporation Ltd CTC-T	David Baskin	When they announced they were going to spin off a REIT, while retaining 80 to 90% of the REIT, why did the stock go up so much since the value is already there? The psychological aspects of the stock market are not always rational. Investors are hoping for increased dividend. He doesn't own Canadian Tire, but the REIT might be interesting to him. / Be the first to comment Tweet finance	Price: $96.250 Subject: NORTH AMERICAN - LARGE Bias: BEAR Owned: No
2013-05-15	BUY	Encana Corp ECA-T	David Baskin	Used to own it, sold about 4 years ago. It looks to be in a good place now. A downtrodden stock that has real value. Particularly when things are moving towards natural gas. The whole fracking thing took the sector by surprise. / Be the first to comment Tweet finance	Price: $18.940 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: No
2013-05-15	WAIT	Extendicare Inc EXE-T	David Baskin	There is a growing need. The concern is can you offer these places at a profit. As they offer more nursing, the government will become more in more involved, and have more regulations, with more staff onsite, and more trained staff. Doesn't own anything in this sector at the moment. He is waiting to see. / Be the first to comment Tweet finance	Price: $6.980 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Unknown
2013-05-15	DON'T BUY	Goldcorp Inc G-T	David Baskin	Not big on gold. A lot of the problems in the world economy are being resolved or have resolution in sight. Gold miners are totally dependant on the price of gold. / Be the first to comment Tweet finance	Price: $27.740 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-15	DON'T BUY	Google GOOG-Q	David Baskin	His son works there. Has so many things going for it, but it may be the Apple of 2013, where it has a high and then pulls back. Starting to be expensive. / Be the first to comment Tweet finance	Price: $915.890 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Yes
2013-05-15	TOP PICK	Home Capital Group HCG-T	Todd Johnson	The stock has been a little weak lately. They are an alternative lender. They are well capitalized. Trades at very low multiple to earnings around 9X. Long track record of profitable growth. Thinks the stock is low because of unfounded concerns of a housing price crash. / Be the first to comment Tweet finance	Price: $51.100 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Yes
2013-05-15	TOP PICK	Home Capital Group HCG-T	David Baskin	The company is a lender to people with unconvential credit. People who are self-employed wihout a T4. The company's low losses are terrific. Great credit control. Billion dollar in equity in company. Trading 7X earnings. Good value and growing nicely. / Be the first to comment Tweet finance	Price: $51.100 Subject: NORTH AMERICAN - LARGE/MID CAP (GROWTH) Bias: UNKNOWN Owned: Yes
2013-05-15	TOP PICK	Intact Financial IFC-T	Todd Johnson	Market leader in property and casualty business. Stock has been a bit weak lately because of the mandated Ontario auto premium reductions. Likely to earn around $6 a share this year. Payout ratio is about 30%, with a 2.8% dividend yeild. Management has been acquiring businesses, and are likely to continue doing so. / Be the first to comment Tweet finance	Price: $58.810 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Yes
2013-05-15	PAST TOP PICK	IGM Financial Inc. IGM-T	David Baskin	(up 27.02% since June 5, 2012) He doesn't own anymore as the performance of their mutual funds especially the Mackenzie funds was bad. They were bleeding assets. It is a yield play of 4.5%. He did well while he owned it but didn't like the performance of underlying stock. / Be the first to comment Tweet finance	Price: $47.550 Subject: NORTH AMERICAN - LARGE/MID CAP (GROWTH) Bias: UNKNOWN Owned: No
2013-05-15	DON'T BUY	Kinross Gold K-T	Todd Johnson	The gold sector has been decimated, and Kinross made some questionable acquisitions. If gold goes above $1400 per ounce, then you might make some money. / Be the first to comment Tweet finance	Price: $5.360 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown
2013-05-15	TOP PICK	Magna Int'l. (A) MG-T	Todd Johnson	Has had a strong run on really good earnings growth. A very profitable business, but not making very much from Europe. If Europe comes back online then earnings will continue to do quite well. / Be the first to comment Tweet finance	Price: $65.080 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown
2013-05-15	TOP PICK	National Bank of Canada NA-T	David Baskin	All banks are down. Good quality blue chip stock with over a 4% dividend. Good growth prospects. All Canadian banks are an absolute BUY right now. / Be the first to comment Tweet finance	Price: $74.260 Subject: NORTH AMERICAN - LARGE/MID CAP (GROWTH) Bias: UNKNOWN Owned: Yes
2013-05-15	BUY	PetroBakken Energy PBN-T	David Baskin	A beaten down stock, but good reserves in the ground. A good entry point. / Be the first to comment Tweet finance	Price: $7.910 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: No