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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-07-30 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Imhof

Markets.  He is looking at the earnings of each company but as long as the earnings are coming through he is willing to keep holding them.  You have to be stock selective.  Cap-X has been going up.  Companies don’t feel the need to keep the money on the balance sheet so much now.  He sees attractive companies in all sectors.  There is no overweight in any one sector.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: _N/A
2014-07-29 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Hodson

Markets. There are always smart people on both sides of every trade. Going back through the past 40 years, every time there has been a market top he can give you smart people that are saying keep buying, and smart people saying that it is going to be over tomorrow. You cannot predict these things. His customers are very worried about a correction, but he sees good earnings, good valuations and low interest rates, so it is not a problem in terms of what he sees going forward. Long-term trend looks pretty good right now. We are in the middle of a long-term shift, away from bonds and into stocks. In 2009, we were in a truly different type of economy. 2009, 2010 and 2011 was a recovery. Now we are into the regular type of economic recovery. Better job growth, better earnings and companies are spending again. Interest rates are going to go up one of these days, but they are going to go up because the economy is strong, not because they have to go back up to 10%.


Price: $0.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: _N/A
2014-07-29 N/A A Comment -- General Comments From an Expert
A Commentary
Ross Healy

Markets. He is not seeing any of the preconditions of a real market top. Even the 1987 plunge had at least 2 or 3 months of warning that something brutal was in the offing. He does not see it now. Unless something brand-new happens, then he thinks this bull market is going to head higher and head higher for some period of time. There are some stocks that are overdone such as the social media stocks, but that is much different than saying that there is a vast area that is set to collapse. Nothing like that on the horizon. Going forward, there will be some rotation, but that is standard in an ongoing bull market. There hasn’t been any rise in interest rates yet, and that is standard in a bull market. As the economic cycle wears on, a couple of areas in the market that are cheap, are materials, which had their big run at the beginning of the cycle and then let go, and have done nothing for the past 2-3 years. Also, interest-rate sensitive stocks like insurance companies are not too bad. Banks, by and large, have yet to see anything like a historically extended top.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2014-07-29 N/A A Comment -- General Comments From an Expert
A Commentary
Ross Healy

Gold. Thinks gold is going higher. Governments of Japan, US and much of Europe are intent on trashing the value of their currencies. Longer-term they are not enhancing the underlying fundamentals of their currencies. In a long-term sense, that tends to be very positive for gold. Because of this, he thinks gold is a good buy. In juniors, if you pick them well, you get the best leverage, but there are many of the intermediates and seniors which make perfect sense. You just have to be patient.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2014-07-29 N/A A Comment -- General Comments From an Expert
A Commentary
Ross Healy

Canadian Banks. First of all, Canadian banks are not a homogeneous mass. There are 6 of them and their valuations are all spread out. The one close to its historic peak is the Royal Bank (RY-T) and has been the leader all the way along, so he would still give that stock some decent upside potential of 10%-12%, but would be at a level where he would begin to look for another place to go. The potential of all of the banks is very, very strong, their balance sheets are superb, and bull markets never end until the banks top out, and our banks are not ready to top out. (See Top Picks.)


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2014-07-29 BUY Avigilon Corp
AVO-T
Peter Hodson

High definition surveillance cameras. Captured a lot of market share, and the company was growing very, very fast. Over 50% growth for the past 8 years prior to them going public. They went public and the stock went crazy. Everybody loved it, and then their CFO quit on the day of earnings. Everybody panicked. Stock is very volatile, and this is a high-growth company in a high-growth industry. Sales growth is 50%-70%, profit margins are increasing and the company is sitting on about $100 million in cash. He likes it.


Price: $24.700
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: No
2014-07-29 TOP PICK Amaya Gaming Group Inc.
AYA-T
Peter Hodson

Got regulatory approval for their rational gaming acquisitions, which will make them the biggest public online gaming company globally. It is going to trans-straddle the consumer and technology sectors. A great, great growth company. Have done nothing but execute perfectly well in terms of deals and acquisitions. Management owns 26% of the company.


Price: $29.610
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: No
2014-07-29 COMMENT Bank of America
BAC-N
Ross Healy

Trading below Book Value. Currently trading right on the cusp of being in a condition of being rejected by the market, and being accepted by the market. If it can break through about $17-$18, the stock has a terrific run ahead of it.


Price: $15.340
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-29 BUY Badger Daylighting
BAD-T
Peter Hodson

A fabulous company that is growing very quickly and capturing a lot of the utility market. Stock had a huge run and they split it 3 for 1. Now it is in kind of a pause mode. People are worried about them sustaining the growth. This is a great company in an industry that is growing, and they are the market leader in that industry. At this price it is a pretty good bargain. Won't triple like it did in the past couple of years, but for a solid growing company it looks very good. Well-managed.


Price: $32.850
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: No
2014-07-29 DON'T BUY Badger Daylighting
BAD-T
Ross Healy

Had a spectacular run from 2009. Unfortunately it looks like that is pretty much everything the company is going to give you. His Fair Market Value calculation is $28, 15% lower than its current price. He would be looking at $18-$19 before entering.


Price: $32.850
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-07-29 HOLD BCE Inc.
BCE-T
Ross Healy

Well up there, but the stock has a terrific yield in a yield starved world. Trading at over 2.5X its Book Value and 3.5X is all that he would ever expect from it. His Fair Market Value would give him about another 20% upside. A good stock to hold.


Price: $49.650
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-29 PAST TOP PICK Boyd Group Income Fund
BYD.UN-T
Peter Hodson

(A Top Pick in June 21/13. Up 95.29%.) Most of their business is in the US, but have just started moving into Ontario with a couple of acquisitions. Have done a great job with collision and glass centres in the US. Still likes this.


Price: $44.000
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: No
2014-07-29 WEAK BUY Celestica Inc
CLS-T
Peter Hodson

Have done a pretty good job of turning things around. They were in dire straits in the recession when they had overcapacity and their balance sheet wasn’t that great. Have bought back a ton of stock, and are now basically waiting for the economic situation to come to them. This is a later cycle economy stock. When business is so good in the tech world and people need third-party manufacturing that is when they really start to coin. Because they bought back a lot of stock, their earnings leverage will be really good at that point in the cycle. Still a little early for this kind of scenario, but for a 2 or 3 year time frame, you should be okay. Not a bad company.


Price: $11.760
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: No
2014-07-29 COMMENT Canadian National R.R.
CNR-T
Ross Healy

Stocks like this and Canadian Pacific (CP-T) and Tim Horton’s (THI-T) have done very well, reaching very, very high valuations in Price to Book terms. What they all have in common is that they have all decided that they want to buy back stocks. Realize that when you’ve got a stock that is trading at 5X its BV, which means that for every $1 of equity that you are taking out of the treasury to buy stock, you are buying $0.20 worth of equity to cancel. This means your ROE on investment is worth -80%. You are actually subtracting value, and the BV is going down. This means that when you have a market correction, the downside risks are increasing in those stocks. What they should do is issue stocks, raise the BV and use the money to expand their existing business. If you have no use for the money, then at least give the existing shareholders a dividend. In the short term, these things are working out quite well. If you own, the stock could run further, but be ready to Sell.


Price: $73.370
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-29 BUY Crescent Point Energy Corp
CPG-T
Ross Healy

He sees energy stocks as being reasonable value here. This one has done well. There is now a setback in the group, but he thinks this is a setback on its way to higher levels. He can see 30%-40% ahead from here.


Price: $44.750
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
Showing 1 to 15 of 130,222 entries
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