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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
2017-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Hodson

Markets.  Trump still has a twitter account and the economic agenda is not moving forward still.  If there is a time you are not worried, then you should sell everything.  What will scare people, are surprise interest rate rises and that is probably not going to happen.  Corporate earnings are doing okay.  Canada is doing okay.  You never know when inflation is going to show up.  Metal prices are doing quite well.  There are some bets being made for future inflation.  We are just not quite there yet.  The TSX really needs to pick up speed.  It has been a loser this year.  He says to forget the TSX and just have a lot of sector representation.  Don’t ignore the sectors that are doing poorly. 


Price: $0.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: _N/A
2017-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
David Baskin

Markets.  It is impossible to say if you are at a peak in the markets.  We are at a low in unemployment in the US.  There are still a lot of people who CAN come back to the labour force and that is keeping a lid on inflation.  There is less inflation than the Fed could wish for.  Wage inflation is not driving inflation.  Maybe the Fed is not going to raise rates so far and so fast as people thought earlier.  Bonds are not a great place to hide out.  The PE ratio is just the inverse of an interest rate.  He can’t get 4.5% on any bond.  As long as interest rates stay low then he is not scared of stocks.  It has been a tough year for Canadians – either the CAD$ going up or the TSX dropping.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: _N/A
2017-08-22 BUY A Comment -- General Comments From an Expert
A Commentary
David Baskin

US Banks.  (Market Call Minute) JPM & GS are ones he likes.  WFC-N is fine if you don’t think there are any more skeletons in the closet.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 COMMENT A Comment -- General Comments From an Expert
A Commentary
David Baskin

Canadian Dollar.  (Market Call Minute)  It is probably fully valued.  It went up 10% in a short period of time and he thinks it will go back to $0.76 by year end.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 BUY Air Canada
AC-T
David Baskin

It has been a great stock to own the last couple of years.  He had pledged not to own any airline years ago, but fell off the wagon this year and bought Delta.  The airline industry has changed.  There are only 4 big carriers left in North America.  They charge you for everything.  The airlines have finally figured out how to make money.  They have low fuel prices.  As the middle class rebuilds its balance sheet there is more travel going on.  Travel is a lifestyle choice, spending money on it rather than on cars.


Price: $23.040
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2017-08-22 DON'T BUY Atlantic Power Corp.
ATP-T
Peter Hodson

He does not like it. They cancelled their dividend. You expect one from a utility. The share price is down about 10% this year. Things are improving, but he does not recommend it.


Price: $3.050
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 TOP PICK Avigilon Corp
AVO-T
Peter Hodson

They finally figured out how to be a public company.  They have now made 7 of 8 quarters.  They are a great company with great products.  (Analysts’ target: $20.00).


Price: $16.390
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2017-08-22 DON'T BUY Alibaba Group Holding
BABA-N
David Baskin

He is very reluctant to invest in Chinese companies because he does not know how transparent their accounting is among other unknowns.  They are doing a terrific job, however.  They appear to be making lots of money.


Price: $174.460
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 PAST TOP PICK Brookfield Asset Management (A)
BAM.A-T
David Baskin

(Top Pick Apr 12/16, Up 19.95%)  He thinks everybody has to own this one.  They are brilliant managers and own assets all over the world.  Their carried interest in all their funds is their hidden asset.  They get a piece of the action of their funds where they invest their own money and that does not show up on their balance sheet.


Price: $49.300
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2017-08-22 DON'T BUY BlackBerry
BB-T
David Baskin

(Market Call Minute)  So last century.  They are trying to find something to do now that they are out of the mobile handset business.  They are just another software supplier and he can’t imagine why you would want to buy it.


Price: $11.040
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 DON'T BUY Bombardier Inc (B)
BBD.B-T
Peter Hodson

Move on to a faster growing company to do much better.  They have had a lot of issues with production, finance and so on.


Price: $2.600
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 BUY Cott Corp
BCB-T
Peter Hodson

It is going through a dynamic process.  They sold the bottling division and are focusing on coffee, water and tea.  There has been a lot of consolidation in those businesses.  Their debt is going down.  The strategy shift is exactly what they needed to do.  Don’t rush, but as the balance sheet improves they will do better.


Price: $19.330
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 TOP PICK Bank of Nova Scotia
BNS-T
David Baskin

He likes it for the Latin American operations as they become more and more middle class every day.  (Analysts’ target: $85.00).


Price: $77.100
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2017-08-22 BUY Grande West Transportation Group
BUS-X
Peter Hodson

He likes the company, more this week than the week before.  This quarter they came out with their first profit ever.  Now they can move their backlog through the revenue stream.  The execution risk is [almost] over.  Municipalities have money to refresh their fleets.


Price: $2.720
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 BUY Cineplex Inc
CGX-T
Peter Hodson

The stock is quite viable after the decline.  The US comparable names are not doing too well.  They have a near monopoly in Canada and they are diversifying.  A really good movie slate could really change things for the company.  It has a nice dividend and is more of an income stock than a growth stock at present.  There is no rush here.  Movies themselves are a social event.  They are all about 15 teenagers going to the movies.  Investors see it as a dying industry so the multiple doesn’t get pushed up.


Price: $37.720
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 BUY Cineplex Inc
CGX-T
David Baskin

It is going down right now.  It had a bad quarter and the market reacted in a very hostile way.  They are working very hard to diversify their revenue sources to insulate themselves against bad movies seasons.  He is a believer.  It is oversold right now.  It has a nice dividend.  He has a lot of confidence in management at that company.


Price: $37.720
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 WEAK BUY Calian Group Ltd
CGY-T
Peter Hodson

It has a great balance sheet.  They supply IT professionals to governments.  It went on a tear after doing nothing for 5 years.  The valuation is low and business is very stable.  Treat it as an income stock.  They keep buying back stock.  It is not a bad little company.


Price: $27.600
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 DON'T BUY Canadian Imperial Bank of Commerce
CM-T
Peter Hodson

He does not follow the banks too closely.  This one has always been the cheap bank on the street.  He prefers TD-T and BNS-T much better for international operations.  CM-T has almost blown it a couple of times in history.


Price: $106.480
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 DON'T BUY Canadian Imperial Bank of Commerce
CM-T
David Baskin

(Market Call Minute)  Not on his buy list of banks it is number 4 or 5.


Price: $106.480
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2017-08-22 DON'T BUY Crescent Point Energy Corp
CPG-T
David Baskin

He does not own any oil companies, but if he did, it would be this one.  Oil companies are price takers and cannot control the price of their product.  Oil has reached a peak in demand and will decline as a source of energy as time go on.  Pullouts from the oil sands told him that oil had peaked in demand.  Those operators are not dummies.  Oil sands is the most expensive way to get oil.


Price: $8.350
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 WEAK BUY CRH Medical Corp.
CRH-T
Peter Hodson

It fell apart and is now working itself back.  It got destroyed by credibility, short sellers came along and the stock has readjusted.  He thinks the worst is over.  It has earnings potential.


Price: $3.120
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Yes
2017-08-22 DON'T BUY Encana Corp
ECA-T
Peter Hodson

He is not that keen on it because of what they have done over the last 20 years.  If gas went on a tear then investors would go to it.  He prefers PEY-T or TOU-T.


Price: $11.410
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 WEAK BUY Enbridge
ENB-T
David Baskin

TRP-T vs. ENB-T. TRP-T has generation as well as transmission.  ENB has more retail as well as wholesale transmission.  They are both favoured by income seekers. When there was talk of increasing interest rates at the BOC, these stocks tended to go down.  This makes him nervous about the pipelines and utilities.  He owns TRP-T and feels everyone should own one of them.  You won’t go too far wrong with either one.


Price: $50.180
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2017-08-22 BUY Facebook
FB-Q
David Baskin

All of the big 5 tech stocks have continued to surprise analysts and critics by running up in value.  It is an incomprehensible number of users on Facebook.  They have proven they can monetize the mobile device.  87% of their revenue now comes from mobile advertising.  In technology it has become ‘winner take all’.  GOOGL-Q won search, AMZN-Q won online retailing and FB-Q won social networking.


Price: $169.640
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 WATCH Flowserve Corp.
FLS-N
David Baskin

It is a cyclical industry.  40% of sales are aftermarket.  It probably tends to go up and down with the price of oil.  He does not like companies like this very much because they depend on a cyclical market.  FLS-N is trading at over 20 times earnings, yet they have declining sales and earnings.  The new CEO may help, but the guest would want it to go down to 15 times earnings before he would be interested.


Price: $38.730
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 BUY Freshii Inc
FRII-T
Peter Hodson

The growth trajectory is pretty big.  You have the shift to more healthy food.  The stock did not do that well after it went public, but the underlying business is pretty good.  A couple of years from now you will see a lot more stores than people are expecting.  They did what they said they would do.  It is a 5 to 10 year story.


Price: $9.110
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 DON'T BUY Financial 15 Split Corp
FTN-T
Peter Hodson

It is a company invented by bankers.  They take a collection of companies and package up the stocks and sell out preferred shares and capital shares.  They sell call options to enhance the yield.  They have to maintain a certain net asset value.  The preferred shareholders are protected.  You may suddenly get no yield some quarters.  The fees and the risk are also high, as well as the yield.


Price: $10.740
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: Unknown
2017-08-22 PAST TOP PICK Great Canadian Gaming Corp
GC-T
Peter Hodson

(Top Pick Nov 2/16, Up 44.16%)  They signed a deal with Ontario to create casinos in Ontario.  They want to develop the Woodbine site.  It sets up growth potential going forward.  He likes it more now than a year ago.


Price: $31.490
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2017-08-22 BUY General Electric
GE-N
David Baskin

He likes it as a company.  It is a proxy for the US economy.  The company has never really recovered from 2008.  The forecast for airplane sales is huge.  Wind turbine projects are huge.  It may be a time to look at this company.


Price: $24.600
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2017-08-22 TOP PICK goeasy
GSY-T
Peter Hodson

Business is pretty good and growth is impressive.  It is priced at 9 times earnings.  Investors don’t believe the growth or think the improving economy will work against them.  Investors should pay more attention to it.  (Analysts’ target: $40.00).


Price: $26.180
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
Showing 1 to 30 of 167,574 entries
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