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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
Showing 1 to 15 of 131,340 entries
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