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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
2016-08-26 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (2)

Market. In the very near short term, he is uncertain as to how things are going to go. September and the first part of October are usually choppy. However, in July there was a volume thrust and a breadth thrust, which are pretty unique situations, and they used up a lot of the short term energy to occur. Longer-term they have historically produced great numbers in the market. It is going to take a little while for that to build up. Once we hit that seasonally strong period of November-May, the market should make fairly good progress. One of the relative signals he looks at is growth versus value, and each of those individually versus the market. In the last 3-4 weeks, he started to see a transition where growth stocks are starting to gain a little momentum in the overall market, and value stocks are starting to lose a little momentum. At the same time, momentum on some of the yield stocks have started to wane. It’s too early to tell if this is a direction change.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2016-08-26 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Market. To bring valuations down, we are going to need more earnings growth for the back half of the year and into next year. The markets are elevated in terms of valuations. The S&P 500 is trading at about 18.5X forward earnings, and the TSX is trading at about 19.5X forward earnings. The historical 10-year average for forward PE multiples is about 14X. He is pretty constructive and selective of NA equities. Low interest rates are still there acting as a safety net for equity prices. We are getting some hints of more fiscal stimulus from the fiscal side, which might help equity markets and the economies. From a technical perspective, we just broke out of an 18-month range bound market and broke above very key levels in the S&P 500. Historically this is a softer part of the year, so we may see some volatility going into September after the Labour Day weekend. That will provide investors with an opportunity to selectively Buy on dips. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: _N/A
2016-08-26 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Gold? His portfolio actually held silver as a precious metal, and he just sold it. The prospect of rising interest rates now is a bit closer, so things like gold and silver may start to come off a little. If next week’s jobs numbers are not so great, then interest rates moving higher will be pushed even further, and maybe gold will start moving higher.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: No
2016-08-26 COMMENT Apple
AAPL-Q
Stan Wong

(Market Call Minute.) Sold his holdings a few weeks ago. With the iPhone being 2/3 of its sales and slowing sales is a bit of a concern for him.


Price: $106.940
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: No
2016-08-26 TOP PICK Altus Group
AIF-T
Bruce Campbell (2)

Commercial real estate valuations. Consulting is their steady Eddie business, but they also have Altus Analytics, a software business which is a really high recurring business with strong margins, and which has been growing at about 30% per year. As well, they have a survey business which has been hurt by the energy sector and we are starting to see a turn in energy. Dividend yield of 2.19%.


Price: $26.850
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-08-26 COMMENT American International Group
AIG-N
Stan Wong

An insurance company, and you need rising interest rates for insurance companies to do very well. The chart is pretty much sideways. Until we see rates actually start moving higher, and the Fed actually makes some action rather than talking about rising interest rates, the stock will probably move sideways for quite some time. In the US, he would look at the actual bank companies, rather than the insurers.


Price: $59.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2016-08-26 WAIT Amgen Inc.
AMGN-Q
Stan Wong

(Market Call Minute.) He likes the biotech and the healthcare space, but there is some rhetoric coming out of the US in terms of politics. Keep an eye on that before buying a name like this.


Price: $171.970
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2016-08-26 COMMENT Algonquin Power & Utilities Corp
AQN-T
Bruce Campbell (2)

When interest rates start going up, there will be a selloff in all of these utility names. You could also see a potential selloff when there is a rotation in money moving from sector to sector. Some of the utilities, REITs and telcos had been bought for yield/safety and are starting to get a little bit stretched now. If you are a trader, you can take advantage of this by selling some now, wait for a lower price or rotate into a different area. He has been doing this with some of his holdings.


Price: $11.930
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-08-26 COMMENT Avigilon Corp
AVO-T
Bruce Campbell (2)

This has been a tough one for investors in the last few years. They were really focused on hitting this $500 million revenue target, and from all accounts it looks like they are going to succeed. However, they have done it at the cost of being profitable and being cash flow positive. Sold his holdings at significant higher prices. It is probably a takeover candidate once they turn that profitability around.


Price: $9.340
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2016-08-26 TOP PICK American Express
AXP-N
Stan Wong

This continues to focus on the lending side of its business, and they are doing a lot of cost cutting initiatives which is going to help shares move higher. Technically, it recently broke its 200 day moving average on the upside, which is very bullish. It has formed a solid recovery from its lows earlier this year. Fundamentally it is reasonably valued, trading at about 12X forward earnings, with an estimated growth rate of 8%-10% in terms of earnings per share. Over the last 5 years, it has delivered an annual dividend growth rate of over 10%, and going forward he expects it to be 8%-9%. Dividend yield of 1.79%.


Price: $64.790
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Yes
2016-08-26 COMMENT Airboss of America
BOS-T
Bruce Campbell (2)

This was a darling last fall and in the early part of this year, but has really sold off. A lot of that had to do with prospects for their business and the multiple that the market was paying. They are in rubber compounding and do a lot in defence, which will be where their uptake is in the next few years. With the US candidates’ comments, there is potential for bigger military and bigger military spend. The major shareholder on this is the CEO.


Price: $13.420
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2016-08-26 COMMENT Chesswood Group
CHW-T
Bruce Campbell (2)

Just had an interesting quarter where they had great numbers both from earnings and cash flow, but their loan loss provisions came in a little bit lower than expected. It looks like management is streamlining what they have, making a few smaller acquisitions that tuck into their traditional financing business. It still trades at a pretty reasonable multiple. Also, has a nice yield which is well supported. He has this on his radar screen.


Price: $11.230
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2016-08-26 COMMENT Canadian National R.R.
CNR-T
Stan Wong

These names are considered cyclical because they are in the industrial space. The chart looks pretty decent in that it has broken above the 200 day moving average and staying above that. Also, oil prices have started to recover so the volume moving from A to B should start to improve. Some others he has been watching include CSX (CSX-X) and Union Pacific (UNP-N).


Price: $84.640
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: No
2016-08-26 COMMENT Canadian Tire Corporation Ltd. (A)
CTC.A-T
Bruce Campbell (2)

This ranks almost dead centre in the middle of all the Canadian companies he looks at. The price has been dropping, so technically it ranks in the bottom 20% of his rankings. He would like to see an improvement in both rankings. Longer-term, this is a great company. If you are more into the value camp, you could start looking at this for a 2-3 year timeframe.


Price: $135.550
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2016-08-26 WAIT Concordia Healthcare
CXR-T
Bruce Campbell (2)

This has got back to the level where he had started to initially acquire it. He would like to see the Donnatal numbers stabilize and what happens with some of the new things that are coming out with in the International division. He would wait a quarter or 2 of solid numbers before stepping back in.


Price: $11.510
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2016-08-26 PAST TOP PICK Walt Disney
DIS-N
Stan Wong

(A Top Pick Aug 27/15. Down 5.54%.) Had a lot of issues with what is happening with ESPN and cord cutting, but they’ve started to address that with the MLB business they purchased, which leads the way to hopefully more streaming services with ESPN. That may help stem some of the worries. He likes the name, but valuations are little stretched so he is keeping an eye on it. Also, just opened Shanghai Disney World.


Price: $95.210
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Yes
2016-08-26 COMMENT Diversified Royalty Corp.
DIV-T
Bruce Campbell (2)

It seems things are getting close to being finalized with the Bennett litigation. That will mean the company will no longer have to pay for Mr. Bennett’s legal bills. The company just released a pretty decent quarter. However, their payout ratio came out to less than 100%, and the stock price actually started to move up off of that. It looks like the Alberta economy is going to start to pick up, which will mean a bottoming in the Franworks Restaurant, and you could see same-store sale improvements. It looks like the dividend is sustainable at these levels. If you are a longer-term investor and can wait for Franworks to turn itself around, you will then get a nice yield and probably some capital appreciation. When that happens, management is probably scouting out for the next deal as they want to make this a multi-royalty company.


Price: $2.430
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-08-26 BUY on WEAKNESS Dollarama Inc.
DOL-T
Stan Wong

This has executed very well. He recently took profits because the valuations were getting a bit stretched. Trading at 27X earnings with a 16% growth rate, you are paying a 1.7 PEG ratio, which is a bit expensive. He would like to see a lower price.


Price: $97.390
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: No
2016-08-26 COMMENT Eaton Corp.
ETN-N
Stan Wong

(Market Call Minute.) He likes the industrials and this looks very interesting. They provide engineered equipment to different companies.


Price: $67.320
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2016-08-26 PAST TOP PICK Facebook
FB-Q
Stan Wong

(A Top Pick Aug 27/15. Up 39.26%.) In the social media space, this has a very strong and considerable competitive advantage. The catalyst with this is what is going to happen with Instagram to monetize that space. WhatsApp is another business they own, and they will be able to monetize that business as well. Ever since this company IPO’d, they’ve only missed one quarterly earnings expectation.


Price: $124.960
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Yes
2016-08-26 COMMENT GoPro Inc
GPRO-Q
Stan Wong

The chart shows there has been lots of damage. It had a high of $49.50, and is now $14.72. However, it has been basing for quite some time and is above its 200 day moving average. Is demand for these types of cameras and drones increasing or are they coming down? It is probably softening at this point. They are still losing money.


Price: $14.720
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2016-08-26 TOP PICK Intertape Polymer Group
ITP-T
Bruce Campbell (2)

There has been a major turnaround in this story. It was a company that was not well-managed and had a huge debt load. They have turned things around, doing it by one division, one plant at a time. Thinks they are going to capitalize by being in the right place at the right time. The majority of what they do is tapes. As more and more people go online, things are being shipped out in boxes that are going to have to be taped. They’ve a 5-year plan of doubling revenue, based all on organic growth. Dividend yield of 3.29%.


Price: $21.880
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-08-26 COMMENT Johnson & Johnson
JNJ-N
Stan Wong

(Market Call Minute.) Has worries about what is happening in the healthcare space in terms of drug pricing, etc. However, the nice thing about this is that it has the consumer products division, so it is a nice diversified health care name.


Price: $119.040
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2016-08-26 COMMENT SPDR S&P Regional Banking ETF
KRE-N
Stan Wong

SPDR Financial (XLF-N) or SPDR S&P Regional Banking? He likes XLF more because it has the larger cap more diversified names that are in capital markets, investment management, security management and wealth management. Interest rates will eventually move higher, but will stay low for long, and you want to have companies that are more diversified.


Price: $42.110
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2016-08-26 BUY Loblaw Companies Ltd
L-T
Stan Wong

(Market Call Minute.) He likes this. It is part of that safer defensive part of your portfolio.


Price: $71.270
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: No
2016-08-26 PAST TOP PICK Inspira Financial Inc
LND-X
Bruce Campbell (2)

(A Top Pick Aug 19/15. Down 66.93%.) Originally they were going to be lending to doctors doing short-term financing. In the last few months they announced they were going to go into a software service business in order to provide billing software for the addiction rehab business in the US. That was a bit of a shock for him, so he exited his position. Since then, they have announced a dividend, but it hasn’t done much for the stock price.


Price: $0.420
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2016-08-26 HOLD Manulife Financial
MFC-T
Bruce Campbell (2)

In his ranking system, it is in the 2nd quartile of all the companies he looks at. Technically, it would rank a lot lower. There are 2 aspects that are going to drive the business. One is interest rates and the other is their Asian business, whose economy continues to improve.


Price: $17.820
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2016-08-26 WATCH Magna Int'l. (A)
MG-T
Stan Wong

This has shown up on his screens as cheap valuations, trading at 7 or 8 times forward PE. What is worrying is that he thinks it is facing some moderating US and global auto sales. They are trying to increase the content in the auto parts they provide, as well as going into the higher margin technology parts. On the one hand you have the problem of slowing growth, but on the other hand it is a pretty cheap stock. He would watch to see where it lands and where it is moving. He would want to confirm that it is above the 200 day moving average, and use a stop loss.


Price: $52.340
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
2016-08-26 COMMENT Mitel Networks
MITL-Q
Bruce Campbell (2)

This has tested your patience if you are a longer-term investor. From a street valuation perspective, this is in a business that is going to continue to grow. Have made some interesting acquisitions. This falls in the middle of his fundamental and technical rankings.


Price: $7.530
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-08-26 COMMENT Monsanto Company
MON-N
Stan Wong

Technically it is looking a little stronger since early spring. Trading above its 200 day moving average. Thinks it is being held back a little because farm income is still coming off. This is the 4th straight annual decline in US farm incomes. There is also increased competition, which is affecting the stock price. He would prefer looking at something like Potash (POT-T) which has really based for quite some time.


Price: $107.400
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Unknown
Showing 1 to 30 of 155,586 entries
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