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

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Date Signal Company Expert Opinion Price
2015-05-22 N/A A Comment -- General Comments From an Expert
A Commentary
Bill Carrigan

Markets. The US 10 year bonds have gone from minus 2 to over 2. The market, instead of backing off, has gone on to make new highs. He thinks the market is saying that there is a trend to higher interest rates, not booming interest rates, but higher rates. That is good for the economy. We might see a shift from consumer sensitive stocks towards more economically sensitive areas. A chart on transportation averages shows it is rolling over with lower highs and lower lows. However, global infrastructure is now breaking out. The spread between these 2 is narrowing. He would back away from anything to do with consumers. Also, investors should look out more globally, and away from the US.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: _N/A
2015-05-22 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Canadian economy. We are still going through the process of absorbing gasoline cuts, etc. Doesn’t see inflation as being a problem. There is slow growth on both sides of the border and not a lot of inflationary pressure. Thinks Central Banks are more worried about deflation than inflation. Economic growth in Canada is slow because of Alberta. We are lucky if we can get to the 2% level. The US might get to 2.5%-3%, which would help us along as well. People should be cautious on stocks. It is a very segmented market these days. The Canadian market has the financials, commodities (which are split between oil and gas) and minerals. Doesn’t think the oil/gas stocks as well as the minerals are going to do that well, and you sort of end up with financials, but they are sort of economy stocks that are depending on those other 2 areas. It’s going to be a tough slog for Canada, until we get some stability, particularly in the energy markets. His focus has been on dividend paying stocks with those that would go through any kind of a market. Telephones and pipelines still look reasonable, and the financials are still doing fine. You have to pick your spots carefully. Internationally he is edging up to the 20% mark and still likes the US market.


Price: $0.020
Subject: CANADIAN
Bias: CAUTIOUS
Owned: _N/A
2015-05-22 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
David Cockfield

REITs. He is not super enthused about this sector. Feels most of them have got reasonably well priced these days. Not particularly inclined to recommend one. If we do have interest rate increases, it will probably affect them. He is watching this, and may change his mind. (See Top Picks.)


Price: $0.020
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2015-05-22 COMMENT Barrick Gold
ABX-T
Bill Carrigan

Chart shows this has been building a base since 2013. The gold sector, for the 1st time in a while, is starting to look interesting. If you are going to buy into the sector, you are probably better off to just buy the basket through an ETF.


Price: $15.110
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2015-05-22 PAST TOP PICK Acadian Timber Corp
ADN-T
Bill Carrigan

(A Top Pick Nov 11/14. Up 25.54%.) Still likes this and the sector it is in. The trend is higher, so it is a good stock for an investor.


Price: $19.050
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2015-05-22 COMMENT American Eagle Outfitters
AEO-N
Bill Carrigan

Long-term chart shows a downtrend running from 2012 until early this year. As a group, he does not favour them. Not a fan of any of the retail stocks. This one has been an underperformer when the other retail stocks have been rising. He would tend to avoid the group. If you are in it, be very light.


Price: $16.470
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2015-05-22 BUY Alimentation Couche-Tard (B)
ATD.B-T
David Cockfield

In a business where they have shown themselves to be very successful. Have been successful in acquiring more stores, more gas stations. Really good at what they do. With the slow but steady expansion here, and in the US, he thinks there are more opportunities for them. They are going to do all right. Thinks there has been some profit taking here. You could start to buy it here.


Price: $46.940
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2015-05-22 DON'T BUY Athabaska Oil Sands Corp
ATH-T
David Cockfield

Oil sands are the most at risk on future pricing. He has never been a fan of this. You have to be careful getting into a long-term project that takes a long time to bring to market, and if the pricing of the product, at some point, may come under pressure. We are in that spot right now


Price: $2.160
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2015-05-22 COMMENT Avigilon Corp
AVO-T
Bill Carrigan

Chart shows a long upward trend line, which was violated last year. It also shows an A, B, C correction. There was a key pivot point at around the $25 level. He has never been a big fan of their business model. Currently below the 200 day moving average, this is not a good sign, and doesn’t see much upside.


Price: $17.620
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2015-05-22 COMMENT Badger Daylighting
BAD-T
David Cockfield

A good company and have done extremely well over the years, however their technology is not patentable. They use water pressure to drill, and it is absolutely fabulous if you are putting in fibre optics, or some tricky areas with gas pipes, etc. The trouble is, everybody else can build the same kind of machines and have been doing that. Have more competition now than they had before. This is going to put a bit of a lid on how fast the company can grow.


Price: $29.730
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2015-05-22 DON'T BUY Bombardier Inc (B)
BBD.B-T
David Cockfield

A speculative stock. Have a great business in trains, subways and railcars, and have done well and are known throughout the world. The big problem is their airplane. They seem to be working through the C series. If they can get that plane certified and start selling it, this is a great time to be selling that particular type of plane. If it works, it will be fantastic. If it doesn’t, there is some talk they may have to sell off the active part of the business. He would be too risk adverse to recommend this.


Price: $2.470
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2015-05-22 DON'T BUY Boardwalk REIT
BEI.UN-T
David Cockfield

You have to recognize that this is focused in Alberta. It has been very, very successful. He would be somewhat cautious about anything in the property real estate area. You are already seeing house prices beginning to decline. There may be some rental problems because of migration out of the province.


Price: $59.320
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2015-05-22 COMMENT Bank of Nova Scotia
BNS-T
Bill Carrigan

Compared to the financial sector, it has been a relative performer in the 1st part of 2014, but slightly underperformed this year. Thinks the banks are going to do okay. He would suggest that you buy a basket through an ETF.


Price: $64.610
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2015-05-22 COMMENT Bank of Nova Scotia
BNS-T
David Cockfield

This could be categorized as probably the most conservative Canadian large bank. Have always been extremely cautious. The one problem they might have is that they are not into the financials in terms of new issues, etc. as some of the other banks. This means that with their conservatism, you are not going to get surprised on the upside or downside. The kicker is that their 25% of offshore has a much growthier aspect to it than you are going to get either in the US or Canada.


Price: $64.610
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2015-05-22 TOP PICK Brookfield Property Partners
BPY.UN-T
David Cockfield

This is sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.


Price: $28.480
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
Showing 1 to 15 of 140,228 entries
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