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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-29 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.


Price: $0.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: _N/A
2014-08-29 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.


Price: $0.020
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: _N/A
2014-08-29 PARTIAL SELL Apple
AAPL-Q
Jennifer Radman

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 


Price: $102.500
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Abbott Labs
ABT-N
Jennifer Radman

Doesn’t follow this one too closely. Recent reports indicate they are doing a lot of things to restart their growth.


Price: $42.240
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 BUY Aetna Inc.
AET-N
Jennifer Radman

This is an area in the healthcare space which is showing pretty good valuations across the board. The whole group is at pretty compelling valuations. A decent stock to own.


Price: $82.130
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 PAST TOP PICK Avigilon Corp
AVO-T
Robert McWhirter

(A Top Pick Aug 2/13. Down 0.32%.) Sold his holdings at about $31. A year ago, it was growing like crazy but also producing free cash flow. The company then hired a ton of sales people to help their growth, so their expenses went up. Thinks it is a buying opportunity. Likes the underlying technology, and extremely high definition security system and they have new software that ties it all together.


Price: $18.550
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 BUY Bank of America
BAC-N
Jennifer Radman

Trading at 85% of tangible BV. Seem to be doing a better job and things are improving. The big litigation seems to be out of the way. A good sector to be in and this one should do well over the next few years.


Price: $16.090
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 PAST TOP PICK Brookfield Properties Corp.
BPO-N (Dead)
Jennifer Radman

(A Top Pick Sept 20/13. Up 30.18%.) This has now been absorbed into the parent. She had actually sold her holdings. Hasn’t really had any exposure to the REIT sector, except for this one, over the last several years.


Price: $20.550
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 BUY CitiGroup
C-N
Jennifer Radman

Trading at a pretty good discount to its tangible BV. This has grown every single quarter since the beginning of 2010. Have done a very good job of taking the problem assets down and selling them out of Citi holdings. ROE will likely trend higher.


Price: $51.650
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 PAST TOP PICK Celestica Inc
CLS-T
Robert McWhirter

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.


Price: $11.960
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 PAST TOP PICK Chevron Texaco
CVX-N
Jennifer Radman

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.


Price: $129.450
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 PAST TOP PICK Counsel Corporation
CXS-T
Robert McWhirter

(A Top Pick Aug 2/13. Down 16.69%.) This has been a disappointment, however this is a reasonable opportunity, but he would not buy it today.


Price: $1.700
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 TOP PICK Delphi Energy Corp.
DEE-T
Robert McWhirter

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.


Price: $4.530
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 COMMENT DHX Media
DHX-T
Robert McWhirter

Children’s media and entertainment. The advantage is they have a library that can be used for children. Also, have significant government incentives federally and provincially, allowing them to build up their library of programs at almost no cost. Continues to grow by acquisition. Their target is to grow big enough to be acquired. Earnings are forecast to grow from $.09 to $0.28 in 2014 and 19% growth in 2015.


Price: $7.610
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Electrovaya Inc.
EFL-T
Robert McWhirter

Lithium batteries. Stock has pulled back significantly since mid June. Management still thinks opportunities are still pretty good for cars, but are really excited about the opportunity for backup power and smoothing the power grid, particularly in the UK. If that unfolds as expected, this would be a very interesting opportunity. The problem is that there is no one really following this company from an earnings viewpoint, so it is difficult to get a feel for it. If they are successful beyond cars, this offers a good opportunity.


Price: $0.930
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 DON'T BUY Callaway Golf
ELY-N
Jennifer Radman

The stats on rounds of golf played in the US have really gone down. This company has new technology and people aren’t adopting it. They have really struggled and there is quite a bit of inventory. Not a very cheap stock. PE of 48X.


Price: $7.610
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT EMC Corp
EMC-N
Jennifer Radman

The big kicker here is that there are some activists shareholders involved. VMware is the crown jewel that is growing at 20%. Management is arguing that it is a strategic fit, but the other side is saying they are better off being split up.


Price: $29.530
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Ensign Resource Service Group
ESI-T
Robert McWhirter

Oil/gas service. He favours some of the other names. It ranks 277, so it is in the top 3rd of his database. 17X PE. Earnings are virtually flat for 2014 versus 2013, but are expected to snap back to 38% earnings growth in 2015. Assuming they can deliver the numbers in the coming year, he thinks there will be an improvement in his Quant ranks.


Price: $16.310
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Evertz Technologies Ltd.
ET-T
Robert McWhirter

Decent dividends which has been raised over time. Ranks 36, top 5% of his database. 2014 earnings are expected to grow by 9% and to accelerate by 14% next year.


Price: $17.490
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 PAST TOP PICK FedEx
FDX-N
Jennifer Radman

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.


Price: $147.880
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Flyht Aerospace Solutions
FLY-X
Robert McWhirter

Blackbox for airplanes, which operates on a satellite communication system. They continue getting contracts. The market is expecting progress with regards to the Chinese market whose government have announced that by the end of 2016 all planes must have a similar system in them. Extremely interesting because of the recurring revenue model.


Price: $0.420
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 HOLD Gildan Activewear Inc.
GIL-T
Robert McWhirter

Ranks in the top 5% of his database. Earnings are expected to grow 19% in 2014 and 13% in 2015. Reasonable PE of 23%, well above normal. They continue to grow by 1) acquisition and 2) by internal expansion. Thinks it has a great outlook by moving into areas beyond T-shirts.


Price: $62.340
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT IBC Advanced Alloys
IB-X
Robert McWhirter

Recently sold his holdings, but continues to hold warrants. Their system uses beryllium allowing them to cast aluminium rather than boring it. Looking for a contract with Lockheed (LMT-N) for fighter jets.


Price: $0.190
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 DON'T BUY J.C. Penney
JCP-N
Jennifer Radman

She likes to buy companies that are in a bit of trouble or are facing challenges. However, some challenges are a bit bigger than what she would like, and this is what is going on here. Retail in general has been a very tough, competitive environment. You really haven’t seen the consumer come back very much. This company is still in the stage of working through a transition, and a pretty big one at that.


Price: $10.800
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 HOLD KKR & Co. LP
KKR-N
Jennifer Radman

This is a long-term Hold. There are 3 revenue generating lines, which seem to be trading at a pretty good discount to where they should be. The whole financial sector has not been doing very well. Feels they are in a very good position. There will be a lot of cash coming back to shareholders in the next little while. There is a 3% yield on their recurring revenue base.


Price: $23.490
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 COMMENT Long Run Exploration
LRE-T
Robert McWhirter

Doesn’t follow this one intimately, but it ranks 199, top one third of his database. Recent earnings were down 70% year-over-year. The coming quarter is supposed to snap back 36%. Looks like a reasonable opportunity with a two-year timeframe.


Price: $5.270
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Magna Int'l. (A)
MG-T
Robert McWhirter

Thinks there is great opportunity for this company. Ranks well in his Quant model. Earnings growth is forecast at 19% this year. 1.3% dividend yield.


Price: $123.280
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 BUY Norfolk Southern
NSC-N
Jennifer Radman

Looking at the industrial sector overall, rails are the place to be. Have been doing well with a lot of energy projects. From a valuation perspective, you are still good to own the shares.


Price: $107.000
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 TOP PICK Onex Corp
OCX-T
Jennifer Radman

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.


Price: $63.310
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 TOP PICK Parkland Fuel Corp
PKI-T
Jennifer Radman

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.


Price: $20.670
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 TOP PICK Prometic Life Sciences Inc.
PLI-T
Robert McWhirter

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.


Price: $1.480
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 TOP PICK Questor technology
QST-X
Robert McWhirter

Incinerators. There is an advantage from an environmental as well as a legislative viewpoint. Earnings were up 58%, and the cash flow was up 112%. Earnings are expected to grow really well. Thinks it will do really well over the coming 12 months.


Price: $4.320
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 COMMENT Route 1 Inc.
ROI-X
Robert McWhirter

It is like watching paint dry as it trades between $0.04 and $0.05. Has been profitable, which is very good for a small company. Their product is an equivalent of a memory stick i.e. you put it in your computer giving you access to your other computers anywhere in the world. The US government is continuing to roll the product out. Thinks there is testing going on in the UK with the banking community. If they were to sign a significant contract, there would be a dramatic improvement for their outlook.


Price: $0.035
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 HOLD Schlumberger Ltd.
SLB-N
Jennifer Radman

A lot of the energy services companies are going to do very well and this is a leader in the space. Feels this is a very long term trend in the development, especially in the US and Canada, which has very stable political jurisdictions.


Price: $109.640
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Stryker Corp.
SYK-N
Jennifer Radman

In valuations, they are at the lower end of the group. There are a few factors going on, more industry-specific. You would think there was a very good demand from an aging population, but you are also getting all the change within the industry, where there are larger buying groups. With the valuations where they are, this is okay, but you’re not getting a fabulous deal. Pretty good company and a pretty good stock to own. Trading at 17X forward earnings.


Price: $83.310
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT TransForce Inc.
TFI-T
Robert McWhirter

Ranks barely in the top quarter of his Quant model. Year over year earnings growth were up 27% in the coming quarter. 15.6X PE against the 21% earnings growth. Assuming that the economic outlook for 2015 continues to be robust, this looks like a reasonable bet.


Price: $27.990
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Trimel Pharmaceuticals
TRL-T
Robert McWhirter

Working on an application of testosterone. In the current method you have to be extremely careful using it. This is a nasal application. If successful, it will be beneficial. There seems to be a debate of testosterone supplementing for men, which seems to have died down a little. There will be a reasonable opportunity to get the results over the next 6 months. Lost $0.27 last year, which is improving to a loss of $0.11 this year. If they are successful, the stock could be quite significant. Very speculative.


Price: $0.470
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 PARTIAL SELL Twitter, Inc
TWTR-N
Jennifer Radman

This is a stock where there is a lot of speculation. You have good growth in users and a lot of that is reflected in the valuation. They haven’t actually made money yet. She prefers more established companies where they are going through a temporary challenge. This is not a stock that she would even look at. If you own, consider taking money off the table.


Price: $49.750
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 TOP PICK Varian Medical Systems
VAR-N
Jennifer Radman

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.


Price: $85.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 COMMENT Vecima Networks Inc.
VCM-T
Robert McWhirter

Has been long on promise and short on delivery until very recently. Looks like they are finally getting their act together. Ranks 19, top 3% of his database. Earnings growth was up 70% year-over-year. Earnings are expected to grow from $0.51-$0.62 in 2014. Pretty good opportunity for the stock.


Price: $8.450
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 BUY Verizon Communications
VZ-N
Jennifer Radman

Really likes this for the cash flow yield and the story where, if you look at companies and their peers in this space, they are very good at taking the money investors give them and making a return. They were a leader in 4G development and a lot of their competition has caught up, and she bought into the weakness because of their strong history of being the leader. Also, there is a lot of movement in the global telecoms space. If you look at the margins in the US for data, etc., versus those in Europe and other countries, there is some consolidation. Good defensive type stock. 4.3% dividend yield.


Price: $49.820
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 BUY Whirlpool Corp
WHR-N
Jennifer Radman

This screens well on the things that she looks for. There is a compelling valuation, a good balance sheet and good margins. With the improvements you are seeing in the US and people spending, this is a pretty good name to own.


Price: $153.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 WATCH Yum! Brands
YUM-N
Jennifer Radman

The thing to watch out for on this is speculation that they might get involved in the whole Burger King/Tim Hortons thing from a tax perspective. You might get the shares bid up a little bit on speculation, and she usually stays away from these scenarios.


Price: $72.430
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price: $0.020
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: _N/A
2014-08-28 WEAK BUY A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price: $0.020
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 SELL Apple
AAPL-Q
Darren Sissons

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 


Price: $102.250
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 PAST TOP PICK Apple
AAPL-Q
Don Lato

(A Top Pick Aug 26/13. Up 45.52%.) Thinks Sept 9 is going to be a big deal. We are going to see some new products and are also going to see a new business or two. Thinks they still have the brightest and best research department in all of technology. Had more cash allocated to research over the last 2-3 years. If you don’t own, he would buy half now and half after Sept 9th.


Price: $102.250
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 SELL AutoCanada Inc.
ACQ-T
Don Lato

Reported their earnings about 2-3 weeks ago which were a little disappointing. This has been a great performer over the last couple of years. One concern is what they are paying for their new businesses. They might be pushing the envelope a little bit too hard. The low hanging fruit has already been taken. In a rollup model you have to keep that momentum going, so you might end up taking your eye off the valuation a little. He passed on this one.


Price: $66.700
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 WEAK BUY Bank of America
BAC-N
Darren Sissons

As they make more profit, the government will continue to take a little bit of money off them.  A change in government might change that.  These big money center banks will continue to grow.  Get the US banks on the downside and ride them up.  This one is a bit risky for him, however.


Price: $16.010
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 BUY Bank of America
BAC-N
Don Lato

The outlook for this is fairly positive. They have had everything but the kitchen sink thrown at them, in terms of fines and penalties and recovery of the financial crisis several years ago. Trading at 10-11 times earnings and paying a fairly decent yield. He prefers the Canadian banks.


Price: $16.010
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 TOP PICK BB&T Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.


Price: $37.180
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 TOP PICK BP PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.


Price: $47.920
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 DON'T BUY Blackstone Group LP
BX-N
Darren Sissons

He would avoid it due to the structure.  (See KKR-N today)


Price: $33.340
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 COMMENT Canadian Imperial Bank of Commerce
CM-T
Don Lato

Is it more desirable to buy a stock directly before or after a stock split? It really doesn’t matter. If you buy it before the split, chances are you are probably going to pay a smaller commission because you are buying fewer shares. As far as he is concerned, he would be buying a business, and it would be valued the same as it was before a stock split.


Price: $103.230
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 PAST TOP PICK Canadian Natural Rsrcs
CNQ-T
Don Lato

(A Top Pick Aug 26/13. Up 51.67%.) Spent a good part of 2013 in the penalty box. A very, very well-managed company. Diversified across natural gas, heavy oil and light oil. Growing dividend and growing production. This is still a Buy at current levels.


Price: $46.720
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Cequence Energy Ltd.
CQE-T
Don Lato

Sold off from about $3 early in the spring. Came down initially with some of the natural gas stocks coming off on lower natural gas prices. However, they also had a couple production hiccups as well. Have focused their efforts on the Montney. Trading at just over 4X cash flow. This has big potential.


Price: $2.310
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 DON'T BUY Deutsche Bank AG
DB-N
Darren Sissons

They have had a number of challenges.  He does not think the EU banks had received direct injection of funds.  The UK offers better opportunities.  Be careful on continental Europe.


Price: $34.400
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 WATCH Diageo PLC
DEO-N
Darren Sissons

Growth by acquisition story.  Now he asks, what is left to buy.  It will become more of an organic story going forward.  Once the market has digested that and once they pay down debt, there may be room to raise the dividend.


Price: $119.390
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 BUY Dick's Sporting Goods
DKS-N
Don Lato

Still likes this. Had a mishap, which was largely golf related. Have taken some pretty drastic steps in curtailing the floor space allocated to golf and let go of a lot of their golf professionals in the stores. This was unfortunate as the rest of the business performed extremely well last quarter. They still had positive earnings and positive same-store sales. Trading at around 15-16 times earnings. Very well-managed company.


Price: $45.220
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 COMMENT Dollarama Inc.
DOL-T
Don Lato

This company has a great outlook. He has been watching and watching this one, but has not been able to pull the trigger on it. Always seemed a little bit expensive, but they keep surprising him and the earnings keep growing very, very nicely. He would like to be able to buy it at 15-16 times earnings.


Price: $93.600
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 DON'T BUY Element Financial
EFN-T
Don Lato

He has a policy that if he has been burned by management in the past, he tends to stay away from those companies. It has done well. This is a bit of a roll up strategy, where they keep buying in smaller leasing companies. Easy money has been made in this and growth prospects are fairly muted from this point on.


Price: $13.990
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 HOLD Gilead Sciences Inc.
GILD-Q
Don Lato

Just added this to his portfolio during the dip in April-May. The main catalyst for the move on the stock has been the prescription numbers that come through on a drug called Solvaldi, which treats hepatitis C with a 96% cure rate. Trading at a ridiculously low multiple of about 12-13 times next year’s earnings.


Price: $107.510
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 COMMENT Corning Inc
GLW-N
Don Lato

A very solid company. They make Gorrilla glass. One of his concerns is the Sapphire Surfaces, but he doesn’t think the Sapphire Surface is going to be in the iPhone as it is expensive.


Price: $20.570
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Google
GOOGL-Q
Don Lato

Next to Apple (AAPL-Q), this is his biggest weighting in technology. These are brilliant guys. They diversified the core business into other ancillary businesses. They spend a lot of money on R&D. Some of that has yet to come to fruition. The basic search engine is going to drive it for years to come. Trading at around 18-19 times earnings, which is a very reasonable multiple to pay for the growth that it has.


Price: $580.320
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Goldman Sachs
GS-N
Don Lato

This is not a pure bank, but is an investment bank. Got tarred and feathered in the 08-09 crises. Was trading at that time at about 2X BV. Currently trading at about 1.1-1.2 times Book Value and is pretty attractive.


Price: $177.650
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Hi-Crush Partners LP
HCLP-N
Don Lato

This has been one of the big winners for his portfolio. They mine fracing sand in Wisconsin. This is a limited partnership, so it pays out at fairly high distribution of cash. There are some issues for Canadians owning US limited partnerships with respect to withholding tax. Still lots of growth ahead. Trading at about 15X next year’s earnings. Increased their distribution each year for the past 2 years. 3.5% dividend yield.


Price: $65.940
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 PAST TOP PICK HSBC Holdings P L C
HSBC-N
Darren Sissons

(Top Pick Sep 11/13, Up 1.85%)   European banks look good here and he is buying this one for clients.


Price: $53.900
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 WAIT IBM
IBM-N
Darren Sissons

Did very well during the recession.  You are starting now to see a difference between old-tech and new-tech.  IBM will benefit from a recovering global economy.  If you get this at the correct price you can hold it multi-year and get growth and dividend.


Price: $192.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 DON'T BUY Just Energy Group
JE-T
Don Lato

He would be concerned about the dividend, which is well in excess of 12%. The business has gotten much, much more difficult. There is a lot more scrutiny in what they do on door-to-door selling. Prospects for growth are questionable along with some accounting questions.


Price: $6.500
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 HOLD Johnson & Johnson
JNJ-N
Don Lato

Looks at this as a good long-term hold. Thinks the pharmaceutical industry still has a lot of growth ahead of it. This is one of the better growers because of the diversity of products, pharmaceuticals, consumer products and medical equipment devices. Trading at 17X earnings. 2.7% dividend yield.


Price: $102.950
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 DON'T BUY KKR & Co. LP
KKR-N
Darren Sissons

The presumption is that it is a safe dividend.  But they are building upon multiple fund raises and often the house is paid first.  The ability to maintain the dividend is based on their ability to raise funds.  He would pass on it based on the structure.


Price: $23.390
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 TOP PICK Littelfuse Inc.
LFUS-Q
Don Lato

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.


Price: $91.980
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 DON'T BUY Manulife Financial
MFC-T
Darren Sissons

Before the recession they were going to take over the world.  Then they got into trouble and had to cut the dividend.  They remain in the penalty box.  Now rising interest and equity markets are not going to have as much effect on the valuation.  Prefers SLF-T.  There is more upside to banks outside of Canada.


Price: $21.910
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 BUY Manulife Financial
MFC-T
Don Lato

Has performed pretty well over the last 18 months and still has a fairly nice yield. Just bumped the dividend last quarter. Trading at a pretty reasonable multiple. This would be a benefactor of higher interest rates. Likes their international exposure. 2.8% dividend yield.


Price: $21.910
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Morgan Stanley
MS-N
Darren Sissons

Has no idea where they are going short term.  The US banking segment is currently on sale because interest rates are at such low levels.  Over the longer term, higher interest rates will benefit them.  It is a story of debt trading through to equity trading. 


Price: $34.060
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 HOLD New Flyer Industries Inc.
NFI-T
Don Lato

This is a business that did have a little bit of problems 2 or 3 years ago when some of the orders dried-up in the municipalities that buys the transportation buses from them. The problem seems to have been put in the rear view mirror. Recently announced a small addition to their bus production. There is a huge backlog on this company. Over time the margins have improved a little, but they still have a ways to go. As they get more confidence and firm orders, there is still room for production growth increases. Solid yield which is well covered.


Price: $13.500
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 DON'T BUY Netflix Inc.
NFLX-Q
Don Lato

Sort of like Twitter (TWTR-N), but a little bit closer to having a place in his portfolio, but the multiple is a little too high for his liking. Trading at 104X forward earnings. PE to Growth ratio is 3.8%. He has to have a maximum of 2%, but ideally he likes to look at something between 1% and 1.5%.


Price: $475.210
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 PAST TOP PICK Prudential PLC
PUK-N
Darren Sissons

(Top Pick Sep 11/13, Up 33.03%) He would cut back because it is overweight.


Price: $47.850
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 TOP PICK Parex Resources Inc.
PXT-T
Don Lato

Had a little bit of a selloff in the last 6 weeks or so and is down about 10% from its highs. Part of that he thinks is related to the fact that they have called in their convertible debenture. Trading at about 4X cash flow. A Colombian oil/gas play. Had extremely great success in growing their production. Exited 2013 with under 16,000 barrels a day and that number will be 27,000 this year.


Price: $13.950
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 DON'T BUY Seadrill Ltd.
SDRL-N
Darren Sissons

Off shore oil drilling.  Last year the oil majors had trouble making profits despite the high price of oil.  They cut back on a lot of exploration plans.  Prefers a manufacturer to a contractor.  KPELY on the pink slips, for example.


Price: $36.900
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 COMMENT Student Transport of America Ltd.
STB-T
Don Lato

Very good company. Doesn’t think there is a lot of huge growth potential, but thinks the dividend is very sustainable. A very stable business model.


Price: $7.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 PAST TOP PICK Statoil ASA
STO-N
Darren Sissons

(Top Pick Sep 11/13, Up 32.01%) Has become more of a pure play story.  Likes it here.  4% dividend.


Price: $28.460
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 BUY Teck Resources Ltd. (B)
TCK.B-T
Darren Sissons

Thinks the story on China is that it will continue to grow.  He likes this one.  It has not been taken out because of the dual class share structure.  He thinks you are seeing the light at the end of the tunnel on this one.  We need to see a bit better of a global economy.  This is a longer term story.


Price: $24.670
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 PAST TOP PICK Tricon Capital Group
TCN-T
Don Lato

(A Top Pick Aug 26/13. Up 35.1%.) Still likes this. Doesn’t know that it is a table pounding buy right now but it is a good solid Hold. Pays a nice dividend. They manage money for other people that they invest in housing as well as for themselves, so this is a play on US housing. Doesn’t expect another 35% growth this year. Would be a Buy at just a hair under $7.


Price: $7.680
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Telefonica S.A.
TEF-N
Darren Sissons

In expanding to Latin America, it almost choked them.  Ultimately the dividend got cut.  Now Spain is better and TEF-N is doing better.  Stock is rising on the back of better demand in Europe.


Price: $15.840
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 DON'T BUY Twitter, Inc
TWTR-N
Don Lato

A good entry point for this would be when they start making some money. They have a long ways to go to profitability. Too rich a multiple for him.


Price: $49.430
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 TOP PICK Unilever PLC
UL-N
Darren Sissons

Outside North America this is what you grow up on.  Emerging markets have slowed and developed markets have recovered.  This is a dividend increasing story.  They buy back shares as well.  3.7% dividend.


Price: $43.880
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 WEAK BUY United Technologies
UTX-N
Darren Sissons

It’s a good company, but it is made up of many parts.  He prefers pure plays, but you won’t go wrong on this one.  Reasonable balance sheet.  2.2%.


Price: $109.110
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 TOP PICK Walgreen Co
WAG-N
Don Lato

They decided not to go with the tax inversion and this is now a buying opportunity. Trading at about 16.5X next year’s August earnings. Great franchise with room to grow; particularly now with Alliance that is going to join the fold this fall. Their buying power is going to be enormous. Yield of 2.23%. $71 is very easily attainable.


Price: $60.470
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 WEAK BUY Wright Medical Group Inc
WMGI-Q
Darren Sissons

Was a turnaround story.  Regulatory overhang, costs.  That is all behind us.  The CEO could be getting ready to leave, apparently and they thought someone would snap up this company.  Still thinks there is some upside.


Price: $29.670
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-27 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (2)

Markets. He uses a number of top-down indicators including short-term and longer-term ones. Right now they are all positioned very favourably. His portfolios are currently on offence, which means they are close to fully invested. Showed a Presidential Cycle Patterns chart, which showed the first 2 years as typically fairly flat as far as returns go. Going into the 3rd and 4th year there were fairly strong numbers. Starting September and going out into April and May of the 3rd year is when it tends to have the strongest performance. This is where we are heading right now. Historically, September is the only month that actually has a long-term negative rate of return. He would not be surprised to see a correction this September.


Price: $0.020
Subject: CANADIAN
Bias: BULLISH
Owned: _N/A
2014-08-27 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

Markets. Indicators seem to be overbought, herd mentality is very bullish which is the point at which we should be getting nervous, but when you overlay that with where we are in the seasonal part of the year, this is a defensive time of the year. October is the one for the big splash moves. September is our worst month of the year. There are fundamental things such as the QE ending, Europe possibly in a deflationary situation, and we had a great Q2 GDP, he thinks there are a lot of things that are going to converge over the next month or 2, to see where we are at. To have defensive positions now makes a lot of sense. It is where you place your money once you get a bit more guidance.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: _N/A
2014-08-27 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

Oil. The critical level is $90, and the crude oil chart shows we are just around there at $93.73. If we break down through that $90, it probably means we go to the mid-$80. The price of oil could fall and yet you could have a really good oil investment run-up, simply based on how it executes and whatever area of the market it is in.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: _N/A
2014-08-27 PAST TOP PICK AbbVie Inc.
ABBV-N
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 20.17%.) Sold his holdings, but is now looking for an opportunity to get back in. Believes biotech and healthcare will be meaningful to society or move markets to change the world the way computers did.


Price: $55.700
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: No
2014-08-27 PAST TOP PICK Air Canada (B)
AC.B-T
Bruce Campbell (2)

(A Top Pick Oct 16/13. Up 73.35 %.) They continue to drive costs out of their system, but at the same time continue to increase their revenue. As well, they are flying more international routes now which are more profitable for them.


Price: $8.640
Subject: CANADIAN
Bias: BULLISH
Owned: Yes
2014-08-27 PAST TOP PICK AutoCanada Inc.
ACQ-T
Bruce Campbell (2)

(A Top Pick Oct 16/13. Up 76%.) He has trimmed his holdings several times, because it has done so well. It has been a little bit of a rocky road in the last 2 months, but they continue to execute on their strategy and it ranks well in his process.


Price: $66.800
Subject: CANADIAN
Bias: BULLISH
Owned: Yes
2014-08-27 HOLD AGF Management (B)
AGF.B-T
Bruce Campbell (2)

Feels they are going through a turnaround and putting all the pieces in place. Have a new CIO and hired some new portfolio managers. Past performance was really poor, which hurt them in growing their business. Capital markets are doing fairly well and if they continue to do so companies like this are going to do very well as they continue to scoop up and manage more assets. Thinks the 8.7% dividend yield is very safe. A year or 2 out from now, the stock will have paid you a nice dividend and you will probably have some good capital appreciation as well.


Price: $12.500
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 COMMENT AGF Management (B)
AGF.B-T
Hap (Robert) Sneddon FCSI

Chart shows a little bit of resistance at around $12.50. It also shows some lower lows. Stock is above all its moving averages right now, but he likes to get them in the right order with 20 above the 50, and the 50 above the 200. When a stock gets above its 200, you need the others to play catch up. Everything else is positive. Has a really nice dividend of 8.6% attached to it.


Price: $12.500
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2014-08-27 PAST TOP PICK Alimentation Couche-Tard (B)
ATD.B-T
Bruce Campbell (2)

(A Top Pick Oct 16/13. Up 39.45%.) Sold his holdings at around $29. Looking at this from a fundamental standpoint, it is a very strong company and they continue to make acquisitions. Has been in a trading range for a while now and is consolidating, which is healthy for a company. Wouldn’t be surprised if it started to make a bit of a move and that there is a catalyst in the form of another acquisition.


Price: $32.180
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 WATCH Avigilon Corp
AVO-T
Bruce Campbell (2)

Sold his holdings at around $29. Continues to have great numbers from the revenue side. They set a target of $500 million in revenue in the next 24 months and continue to execute that way. To grow at that fast a rate and to continue to grow as you build, takes a lot more capital. In the last quarter, they spent more money than the street was comfortable with. As a result, their actual earnings number was lower and the stock sold off. Probably in a penalty box to a certain degree. The street wants to see the perfection between growing at a fast rate and producing earnings. Expects they will get to their end points and it is just a matter of how much management has to spend of their revenue to get there. Once they get there, it is going to be a big business and will probably end up getting taken out. If he saw improvement in those earnings, he would probably get back into this.


Price: $18.750
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 PAST TOP PICK BCE Inc.
BCE-T
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 16.25%.) Still likes this. The telco sector has not been loved. It has broken its trend line, but corrections have to happen some way.


Price: $48.850
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2014-08-27 COMMENT Bank of Nova Scotia
BNS-T
Hap (Robert) Sneddon FCSI

Chart shows a little bit of a double top, which is not necessarily terrible. If the stock holds at around $71, it is probably going to visit $67. MACD is getting close to the zero line, so he is getting close to taking some off the table.


Price: $72.350
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2014-08-27 BUY Crescent Point Energy Corp
CPG-T
Hap (Robert) Sneddon FCSI

Looks a little bit top heavy. Chart shows a head and shoulders formation. Downside is rather limited at about $42. Looks like it is in the lower end of the range in a channel. To him, the risk/reward would be pretty good. Likes the space. Decent yield of 6.2%.


Price: $44.830
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2014-08-27 BUY on WEAKNESS DHX Media
DHX-T
Bruce Campbell (2)

Sold his holdings at about $1 ago because of valuation, which is starting to push up into the upper extremes. He would like to see numbers come back in from a valuation point of view. This business is very successful and they continue to just roll up these film and TV show libraries. The next catalyst will probably be that they will just continue to put together those pieces and create more film and TV show libraries put together. Expects they will sell out eventually, but there are probably a lot of small acquisitions in between.


Price: $7.500
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 COMMENT Medical Facilities Corp.
DR-T
Bruce Campbell (2)

Operates hospitals in the US, and is a pretty sustainable model. Feels the dividend is very safe. He has similar type of exposure with a company that operates in Brazil.


Price: $17.690
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 COMMENT Enterprise Group
E-T
Bruce Campbell (2)

Right in the middle of where everything is happening in the oil patch and also with the Site C dam project in BC. They continue to make acquisitions and he thinks their underlying business will continue to grow and there will be synergies between their businesses. As they continue to make acquisitions, they continue to need to finance them and will go back to the market for equity. That is when he will participate.  (See Top Picks.)


Price: $0.840
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 BUY Easyhome
EH-T
Bruce Campbell (2)

This is a top holding in both his Income and Growth portfolios. Stock made a big move up when they came up with a funding package to fund their business over the next 18-24 months. Thinks there is a lot of runway here. Management guided higher once they got their financing. Looking for it to go considerably higher from here. Looking at some of the street analysts’ numbers 2 years out, the stock could be a double. Trading at less than 15X PE. Have a great growth rate of 30% a year, which should continue.


Price: $24.500
Subject: CANADIAN
Bias: BULLISH
Owned: Yes
2014-08-27 BUY Elkwater Resources Ltd
ELW-X
Bruce Campbell (2)

This is a recapitalization of an existing oil company. They had very little production and Elkwater did a capital raise where they put about $20 million into the shell. Now they will go out and look for properties to buy. Management team is All-Star all the way across the board. Just announced a Rights Offering where they would be giving out Rights to buy more shares to anyone who held the stock on a specific date. That pushed the stock all the way up to the $1.40 range. Once they had that, there was a lot of selling pressure and the stock settled back down. Expect a lot of news over the next 6 months. This is one that you Buy now and tuck it away for 3-4 years, and you will see multiples of what you invested today.


Price: $0.790
Subject: CANADIAN
Bias: BULLISH
Owned: Yes
2014-08-27 TOP PICK Fortis Inc.
FTS-T
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 12.23%.) He expects it will come back to the $32.75 range and test a breakout. Really good dividend and an excellent balance sheet. 90% of its business is regulated. He has a $40 target on this one.


Price: $33.310
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2014-08-27 TOP PICK Guestlogix
GXI-T
Bruce Campbell (2)

In the business basically of payment processing. Have a large market share of most of the North American airlines and globally. Every time you use your credit card to buy something on the airlines, they get a tiny piece. Have had 6 quarters in a row of record revenue. They are starting to see the EBITDA drop to the bottom line and we will start to see earnings drop to the bottom line. Street is getting a little uneasy and wants things to happen a little faster. We are going to see a blowout quarter either this quarter or next; it is just a matter of when. This is going to get a valuation bump.


Price: $1.190
Subject: CANADIAN
Bias: BULLISH
Owned: Yes
2014-08-27 COMMENT Hudson Bay Co.
HBC-T
Hap (Robert) Sneddon FCSI

From a risk/reward standpoint, the chart shows a low at about $15.80. There is a long downtrend from the end of December, but has not gone through the $15.80. Has actually popped up a bit. The higher lows is pretty good, but we are probably going to get a little bit of backlash with a little bit of resistance at $16.40. There are probably better places to be than retail.


Price: $15.250
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2014-08-27 WAIT High Liner Foods
HLF-T
Bruce Campbell (2)

In his process, this ranks in the middle of the pack. They have very strong management, but what he is looking for is a ramp-up in accelerated earnings growth. Doesn’t see this right now. This could be a long-term hold in a portfolio. He would wait for more of a catalyst.


Price: $21.410
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 BUY Icahn Enterprises LP
IEP-Q
Hap (Robert) Sneddon FCSI

Had a really big move and has come back a little bit. We are now seeing a little bit of a nascent breakout. Moving averages are all in the right order. This looks like a pretty good investment. Has good support greater run the $105 range. Dividend yield of about 5.3%.


Price: $113.440
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2014-08-27 COMMENT Input Capital Corp
INP-X
Bruce Campbell (2)

These royalty streaming models are becoming more popular. This one is well run with a very interesting model. They continue to produce better numbers, but at the same time they are fairly cashed up from their recent deals. Will probably deploy that over the next few months. We should see higher numbers going into the fall, winter and next year when they bring the crops in.


Price: $2.610
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 COMMENT Magna Int'l. (A)
MG-T
Bruce Campbell (2)

A very solid company and very well run. Good management. He would be a little bit cautious because there has been such a big ramp up in North American auto sales. This could be getting priced to perfection to some degree. However, the stock has consolidated here for a while, so if those numbers ramp from up from an earnings perspective, the stock is probably ready for another move. Right now he prefers Linamar (LNR-T).


Price: $123.520
Subject: CANADIAN
Bias: BULLISH
Owned: No
2014-08-27 BUY on WEAKNESS Precision Drilling
PD-T
Hap (Robert) Sneddon FCSI

Chart looks like it is trying to form a 2nd shoulder. $13 is a pretty good risk/reward.


Price: $13.730
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: No
2014-08-27 STRONG BUY Patient Home Monitoring
PHM-X
Bruce Campbell (2)

Had this as a Top Pick on July 30/14. Since then, they have come out with earnings which were fantastic. Not only are they seeing acquisition growth, they are also seeing organic growth with cross-selling between those different strategies. In their conference call they mentioned they had 5 different targets in their sights that they were hoping to execute on. They really have no competition at this point, as they sort of fly under the radar. They are producing earnings right now, which is very rare for a company of their size. Thinks the stock could double from here over the next year.


Price: $0.400
Subject: CANADIAN
Bias: BULLISH
Owned: Yes
2014-08-27 STRONG BUY Prometic Life Sciences Inc.
PLI-T
Bruce Campbell (2)

Thinks there is a lot of growth ahead for this company. Their basic business is basically separating proteins and plasmas out of the blood. Looking back at the history, this company probably should have been bankrupt, but it was kept alive because their technology is so good and is embedded in a lot of companies that are in trials right now to have their drugs approved. The upside lottery ticket is that they also have some orphan drugs that they are going to be going into clinical trials for themselves. If one of those was successful, it could do fantastic things to the stock.


Price: $1.500
Subject: CANADIAN
Bias: BULLISH
Owned: Yes
Showing 1 to 120 of 131,340 entries
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