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

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-07-26 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (2)

Market. The economy in Canada and the US is fine, but some shorter-term technical indicators have deteriorated, and are giving him some doubts. He tracks 2 different sets of data on his top-down indicators to indicate whether he is in offense or defence. Economic indicators have been strong and have stayed fairly strong across the board. A few months ago, some technical indicators in the overall market started showing a little bit of weakness, so he moved his portfolios to neutral and raised the cash level. Lately he has started to see a few things improving, but it is probably a little too early to move his cash back into the market.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2017-07-26 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Market. The Cdn$ has run up way too fast and is going to hurt some of our economic numbers, particularly on the trade side. Canada is the worst in the G7, and the Canadian market is lacking in enthusiasm. Economic numbers are okay. The recent pullback has been orderly, but it is still a pullback. We haven’t seen the last of it until we have at least seen some consolidation. He is hoping we will see some good earnings in the earnings quarter which will help perk things up. As long as the market is going down, people get worried.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2017-07-26 TOP PICK AGF Management (B)
AGF.B-T
Bruce Campbell (2)

This has been having a huge turnaround lately. They brought on a new president who is focused on trying to get the performance more consistent with the underlying funds. That has slowed down the redemptions. Thinks the next step will be where they go from slowing down to where they will actually start to see net inflows. Dividend yield of 4.3%. (Analysts’ price target is $7.)


Price: $7.260
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT Aphria Inc
APH-T
Bruce Campbell (2)

Thinks this is ultimately going to be a huge growth business, and Canada is probably going to be the trendsetter as far as growth goes. Expects this will become one of those global companies that ends up taking massive market share as the years go by. He is waiting to see how provinces deal with this on regulations. If you are a longer-term investor, you just ride this out, but if you are a shorter-term investor, you should be tactical and when things are crazy and getting out of hand, you trade in and out.


Price: $6.630
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 PAST TOP PICK BCE Inc.
BCE-T
David Cockfield

(A Top Pick July 8/16. Down 0.23%.) If this gets down into the $57, it is definitely a Buy. This is for the dividends.


Price: $58.290
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT Bewhere Holdings Inc
BEW-X
Bruce Campbell (2)

Given that their market cap is sub-$20 million, it is quite surprising that they’ve signed some of these deals such as Bell Canada (BCE-T) and Huawei out of China. They have technology that allows devices to talk to one another and can track assets. However, they’ve done it with low power. It is going to be a huge market for cell phone companies, as it allows them to go out and sell a whole new reoccurring revenue stream to customers that don’t have product with them right now. Expects that in the next few years this is going to show up on everyone’s radar, and will eventually get taken out by a larger company.


Price: $0.365
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT Breaking Data Corp
BKD-X
Bruce Campbell (2)

Artificial intelligence machine learning is such a huge thing these days. This company had the technology and a fairly interesting machine learning and AI background for a number of years. They recently did a merger where they acquired a significantly bigger company in Europe, and it has taken a little while for the stock to digest what has happened. Now it looks like there is some traction in the stock price. The company continues to add new users to their platform. Once they are able to turn on the monetization of all those users, there should start to be some revenue and cash flow.


Price: $2.850
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 BUY Bank of Nova Scotia
BNS-T
David Cockfield

A stock that has a different approach than your typical Canadian stock in that they are in the Caribbean and in Central and South America. Economically, those areas are growing at a much faster pace than the Canadian and US economies.


Price: $77.470
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT Grande West Transportation Group
BUS-X
Bruce Campbell (2)

This makes 27.5, 30 and 32-foot buses, which are more efficient than running 40-foot buses on the same route. Traction has really started to gain in Canada. They’ve delivered 44 buses this year and said they are going to deliver 200, so production is going to have to be cranked up. He thinks they will get there. They just had an update and said earnings are going to be positive. They have a deal with a company out of the US that does manufacturing, so they have their “Buy America” certification now, which will help them get into the transit authorities. This could be a takeout candidate.


Price: $2.930
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT CCL Industries (B)
CCL.B-T
Bruce Campbell (2)

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.


Price: $60.250
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 WAIT Canadian National R.R.
CNR-T
David Cockfield

Thought this was a little expensive for some time, and yet it kept moving up. It is definitely overpriced at present levels. Multiples are quite high. The dividend is nothing to write home about. He would sit on the sidelines and see what happens over the next while.


Price: $99.000
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2017-07-26 PAST TOP PICK Crescent Point Energy Corp
CPG-T
David Cockfield

(A Top Pick July 8/16. Down 49.62%.) The recovery in oil prices has been a lot slower than he had anticipated. The company is well-run. They can make money at present oil prices.


Price: $9.830
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2017-07-26 COMMENT CRH Medical Corp.
CRH-T
Bruce Campbell (2)

This has been hit extremely hard. It trades to a pretty significant multiple and probably got ahead of itself. On the news and speculation that some kind of reimbursement was going to come, the stock sold down. The code changes are not being reimbursed to the same degree. In the past, they’ve been able to use their currency to a certain degree to make acquisitions. They have just secured a bigger line, so it looks like they’ve shored up their business fairly well. Fairly good cash flow. The reimbursement is going to hurt them, and then the private pay insurance, the majority of their business, will end up coming down over time as well. They are going to have to replace the lost revenue with increased business, either organically or by acquisition.


Price: $4.260
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-07-26 COMMENT BLVD Centers Corp
CXV-X
Bruce Campbell (2)

This has been disappointing. They’ve changed their compensation program for managers, where they used to operate everything out of head office with no individual profit centres for their individual locations. Now, the individual manager is responsible for their profit and loss. He is hoping to see an uptick in profitability when this starts to come through, probably another quarter or two. Long-term this should be a very strong business, because they deal with addiction treatment in a number of different forms.


Price: $0.125
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2017-07-26 HOLD Dollarama Inc.
DOL-T
Bruce Campbell (2)

This continues to fire on all cylinders. Numbers in the last few quarters exceeded analysts’ targets, and expects that will continue for some time yet. They’ve done a good job of increasing same-store sales as well as the number of stores. They’ve gone from a $1 format to higher price points, and are also accepting credit cards.


Price: $124.140
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
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