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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
2016-12-02 N/A A Comment -- General Comments From an Expert
A Commentary
Fabrice Taylor

Market. The market has gone almost a decade without a correction, and you normally don’t go that long, so something was going to happen. He is 60%-70% cash and just waiting. Doesn’t want to get caught flat footed again with another massive correction and no money to deploy, so looks at corrections as an opportunity rather than as a disaster. He doesn’t buy the argument that rates are going to go that much higher. We live in a world with very little inflation and technology destroys a lot of jobs, more than we create. There is also a demographic issue in the developed world where we are getting older.


Price: $0.020
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: _N/A
2016-12-02 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Market. He is not a fan of Trump, but he is certainly acting presidential, a total surprise. We’ll have to wait and see. OPEC reached an agreement, and implementation is in January. Whether they keep the agreement or not is a totally different question. Oil has a long way to go to get back to balance. Thinks there will be a consolidation in the low $50. Expects the price is going to go higher in 2017, simply because they haven’t put the money in that makes the oil come off the other end.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2016-12-02 WAIT A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Telcos, utilities or banks? Utilities haven’t been acting that well, nor has BCE. This a buying opportunity. He would be on the sidelines with utilities as they are more sensitive. Yields tend to be lower than the telecoms. Wait until after December 15 when he believes there will be a rate increase. With the bond market selling off and bond yields coming back, and not yielding as much as banks or telecoms, the utilities are still vulnerable. He would stand back and wait for the next 6-9 months to see what happens. (See Top Picks.)


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2016-12-02 COMMENT A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Gold? Which company? He is not in gold, but believes that until he sees the whites of the eyes of inflation, we are not going to see it. We are building an environment of higher oil prices, fiscal stimulation, bank regulation, etc. which are bound to create more inflation if they are carried through. If inflation starts to show up, then he’ll have a hard look at gold again.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-12-02 COMMENT Air Canada (B)
AC-T
David Cockfield

After years of bad experience with the airlines, he is always very careful about that area. This has had a good run. If oil and the price of fuel goes up, that is a significant factor. He doesn’t see a lot of upside from here.


Price: $14.010
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-12-02 WAIT Agrium
AGU-T
David Cockfield

Has loved the stock in the past, but sold it in the past with the anticipation that he would be able to buy it back. Then the Potash (POT-T) merger appeared, and he is not keen on Potash at all. Subsequent to that, this stock has moved up. He would be a little cautious. Wait to see what happens after the merger and how things work.


Price: $133.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-12-02 HOLD AcuityAds Inc
AT-X
Fabrice Taylor

Does Programmatic advertising. When you type something in Google and land on a page, sometimes there is an ad with something you are interested in. The whole process behind that ad, happens in a millisecond, and is actually an auction to see who gets to win your eye balls. This company has a platform which appears to be one of the better ones for this type of work. They are able to do it profitably, where a lot of companies are having trouble. He likes the company.


Price: $2.330
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 TOP PICK Badger Daylighting
BAD-T
Fabrice Taylor

Oil and gas activity is only about 40% of their business. That 40% should probably grow because we are seeing more activity. Their construction business is pretty steady at this stage. Also, there is a different angle on this. There is a massive Short position with 37 million shares outstanding, and 10 million of them are sold Short. Every day that the stock goes up, there is more agony for them. There are not a lot of Sellers, because it is very institutionally held. Dividend yield of 1.23%. With any luck, the stock could go to $40. (Analysts’ price target is $31.74.)


Price: $32.300
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 HOLD BCE Inc.
BCE-T
Fabrice Taylor

Dividend yield of 4.8% is not bad when compared to bonds. People are worried that bonds are going to get to the point where they are going to become competitive to dividend yields. However, there are a lot of arguments to stay in this stock. If held outside a registered account, you get a favourable tax treatment. He doesn’t think interest rates are going to go up that high. Thinks the sentiment is going to keep going against this stock for a while. Pick a target of perhaps 5%-6% and buy when it reaches that.


Price: $57.370
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: No
2016-12-02 TOP PICK BCE Inc.
BCE-T
David Cockfield

Good company, good dividend, good yield, solid record, and the stock has come off almost 10%. This gives you a yield and a tax dividend credit that you can’t get anywhere in the fixed income market. A safe stock. Dividend yield of 4.76%. (Analysts’ price target is $62.39.)


Price: $57.370
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-12-02 COMMENT Brookfield Infrastucture Partners
BIP.UN-T
Fabrice Taylor

A good company, and in a good space. Pays a dividend. Doesn’t think you have anything to worry about.


Price: $42.510
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Unknown
2016-12-02 PAST TOP PICK Bank of Montreal
BMO-T
David Cockfield

(A Top Pick Oct 23/15. Up 20.95%.) 12 months ago, bank shares were beaten up by short sellers in New York. They continue to outperform most of the analysts’ expectations. That may continue. Still feels Canadian banks are not a bad longer-term Buy.


Price: $89.000
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-12-02 COMMENT Baytex Energy Corp
BTE-T
Fabrice Taylor

Generally, energy looks like it is going to do better. We are probably at the bottom in energy. If they are okay on the balance sheet side, you are probably okay.


Price: $6.050
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: No
2016-12-02 HOLD Cortex Business Solutions
CBX-X
Fabrice Taylor

A tech company based in Calgary. They have a platform through which oil companies can take in receivables. If you are a driller and work for an oil company, you would send in your invoice through this platform. Oil companies like this, because it allows them to save quite a bit of money. The stock has done poorly, because the oil market has been bad, and oil is their major customer. CEO is very good, and thinks he is going to turn it around.


Price: $2.500
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 DON'T BUY Corus Entertainment (B)
CJR.B-T
Fabrice Taylor

Doesn’t know this company particularly well, but does know the media industry a little. He is very leery of this as people don’t spend a lot of time listening to radio or watching traditional TV anymore. Their eyes are glued to the Internet, which is major competition. The 9.3% dividend yield tells you people are concerned about the sustainability of it. The stock chart is not looking very good. If you own, think hard about if you think the business is viable. Look at their cash flow structure to see if they are generating enough money to pay the dividend.


Price: $12.130
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: No
Showing 1 to 15 of 159,074 entries
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