Recent Opinions

Date	Signal	Company	Expert	Opinion	Price
2013-05-21	TOP PICK	CASH CASH	Joseph Schachter	(Top Pick Feb 12/13, Flat) 20% makes sense. 30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Yes
2013-05-21	PAST TOP PICK	Delphi Energy Corp. DEE-T	Joseph Schachter	(Top Pick Sep 25/12, Up 16.95%) They believe they can take the company much higher in production. They have figured out how to frack. He likes the company a lot. Buy at a dollar. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Yes
2013-05-21	BUY	Gran Tierra Energy Inc. GTE-T	Joseph Schachter	A great story. Got production in Columbia and Brazil and Peru. 23k BOEs in Q1 of which 96% is oil. Expanding in Peru. Likes the stock. $6.48 NAV. Great buy under $5. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Unknown
2013-05-21	TOP PICK	Long Run Exploration LRE-T	Joseph Schachter	(Top Pick Dec 5/12, Up 3.10%) Trades very cheaply. Likes the mix. They are moving more and more towards liquids and will be at 52% this year. Thinks the stock is very, very cheap and management has really refocused the company. They have a dominant position. This company could be a target for acquisition by a larger entity. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Yes
2013-05-21	TOP PICK	Niko Resources NKO-T	Joseph Schachter	(Past Top Pick Sep 25/12) Had some balance sheet issues but they are gone now. Trading at a discount to NAV. The market is not giving any value for exploration. Thinks it has some very attractive value. Buy in the low $6 range. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Yes
2013-05-21	HOLD	Petromanas Energy Inc. PMI-X	Joseph Schachter	Albania. Well is taking a lot more time and cost than anyone would have liked. Looking forward to what they say in the AGM in the next little while. Be patient. It is speculative. But the pay could be significant. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Unknown
2013-05-21	HOLD	Penn West Petroleum PWT-T	Joseph Schachter	Change of board will bring in discipline. Cap-x will come down and ability to pay distribution which had been cut will be able to continue. They have a good suite of assets. Down the road you might be looking at distribution increases. He thinks there will be a short correction and then you should buy. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Unknown
2013-05-21	HOLD	Transglobe Energy TGL-T	Joseph Schachter	Has been hit. Market has been discounting companies in Egypt because payments have been delayed. But they are doing better in the field. Trading at low levels relative to their barrels of production. Egypt will recover. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Unknown
2013-05-21	HOLD	WesternZagros Resources Ltd. WZR-X	Joseph Schachter	High impact drilling. Hundreds of millions of barrels. They have powerful and strong partners. The problem near term is the politics and the problems going on there. There are a lot of issues. AGM is next week. Likes the long term prospect but they need to resolve the financing. If it went under $0.75 he would take a constructive view of it. / Be the first to comment Tweet finance	Price: $0.000 Subject: ENERGY Bias: BEARISH on OIL Owned: Unknown
2013-05-17	COMMENT	A Comment -- General Comments From an Expert A Commentary	Jeff Young	Money has moved out of the Bond market, and into large cap defensive equities. They are defensive in terms of the volatility of their cash flow, but there comes a time when they are less defensive. He thinks that there are specific stocks that are worth adding to a portfolio. Something that has a strong balance sheet that can survive a slow growth market, but still able to grow if the market improves. Doesn't see a correction in the near future, and if we do pull back, that represents a buying opportunity / Be the first to comment Tweet finance	Price: $0.020 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	COMMENT	A Comment -- General Comments From an Expert A Commentary	Norman Levine	Rally in the US, Europe, Japan, practically everywhere but Canada, which shows you have to diversify outside of Canada. For 10 years, Canada was the place to invest, but that's not the case anymore, you have to look outside. Almost all the new money they are investing is outside Canada. Sees the US economy stronger then expected. Europe is in recession but expects that to end by the end of the year. We are long overdue for a correction, which he would like because it takes the froth out. Canadian market is 75% to 80% resources, materials and financials. Resources are depressed now. Financials which were really strong, are no longer bargains. US banks are where the growth will occur. / Be the first to comment Tweet finance	Price: $0.020 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	TOP PICK	Agrium (US) AGU-N	Jeff Young	Nice entry point due to planting season concerns, the "Jana Drama" with the hedge fund and concerns of natural gas going up. A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends. / Be the first to comment Tweet finance	Price: $91.340 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	WAIT	Aecon Group Inc ARE-T	Jeff Young	It's been correcting a bit. Margin difficulties in 2009. There may be more weakness before it bottoms out. We need to see more growth on the construction side. / Be the first to comment Tweet finance	Price: $11.170 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	DON'T BUY	Bell Aliant BA-T	Jeff Young	The dividends are in question over the long term, would not buy for the dividends. / Be the first to comment Tweet finance	Price: $28.140 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	PAST TOP PICK	Badger Daylighting BAD-T	Norman Levine	Recommended at $24.60 now 44.50 up 86.66% A Canadian company that is growing quickly in the US. Make the HydroVac trucks, which use high pressure water to move the earth. The managment knows how to run the company. / Be the first to comment Tweet finance	Price: $44.390 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	DON'T BUY	BCE Inc. BCE-T	Norman Levine	Not a bargin here, it's still got a great yield and the dividend will keep growing. But the earnings growth will start to slow. It's right near a new high. / Be the first to comment Tweet finance	Price: $47.820 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	TOP PICK	BHP Billiton Ltd. BHP-N	Norman Levine	Only based metal stock they own, and this is a long term investment. Has the best balance sheet in the industry. Has a good yield. Main products are iron ore and copper. as well as shale assests. Have recently announced a cut in their capital expenditures, are building up cash waiting on other mining companies to be bought cheap. / Be the first to comment Tweet finance	Price: $67.660 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	TOP PICK	Bank of Nova Scotia BNS-T	Norman Levine	He is moving his money outside of Canada and Scotia Bank has a large footprint in Latin America. Likes the prospects of outside of Canada currently. / Be the first to comment Tweet finance	Price: $58.760 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	BUY	Canelson Drilling CDI-T	Jeff Young	A very good company, but has exposure to heavy oil. If the keystone pipeline is approved it will help. He thinks it's a good company and that you can buy it here. / Be the first to comment Tweet finance	Price: $5.070 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	TOP PICK	Canelson Drilling CDI-T	Jeff Young	A small drilling company, with a very strong balance sheet. Have got horizontal drilling rigs, and if things turn up they will benefit. Efficient operators with high quality top performing rigs. Prefers the smaller guys as they fly under the radar, and have good relationships with the massive amounts of equipment. Could see $6 to $6.50 depending on what happens in the oil. / Be the first to comment Tweet finance	Price: $5.070 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes
2013-05-17	SELL	Cineplex Inc CGX-T	Jeff Young	Have owned stock, and made some gains, is it time to switch out? Yes, he did that as well. It's a good stock and has had good yield and stable cash flow. Is now a bit expensive. There are better options. / Be the first to comment Tweet finance	Price: $34.600 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	DON'T BUY	Cineplex Inc CGX-T	Norman Levine	Has done a good job growing the concession side of the business. This year has been a poor year for movies. Thinks it is expensive now. / Be the first to comment Tweet finance	Price: $34.600 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	BUY	Certicom CIC-T	Jeff Young	Has the highest capital of all the banks, and has retrenched on the risk side. There is a short on the Canadian banks, and long on the US banks, which will be putting pressure on the cost. This is a long term buying opportunity. / Be the first to comment Tweet finance	Price: $2.990 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	PAST TOP PICK	Covidien Ltd. COV-N	Norman Levine	Recommended at $52.35 now $65.86, up 27.95% An American company based in Ireland for tax reasons. Creates health care products, used in surgery or doctors offices. They sensitive to the economy because when people aren't working they tend to put off surgeries. They are splitting off their generic drug division, which he views as a very positive move. / Be the first to comment Tweet finance	Price: $65.770 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-17	DON'T BUY	Canadian Pacific Rail CP-T	Jeff Young	Missed this run, was surprised by it, thinks others were surprised by it too. It's about operational improvment. Bringing Hunter Harisson back. Now trading at 30x earnings. Too expensive right now. / Be the first to comment Tweet finance	Price: $142.420 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	BUY	CSX Corp CSX-N	Norman Levine	Is the old Chessy system railroad in the US. He is positive on railroads. If you thnk the US economy is picking up, then a railroad will also pick up. One difference between CSX and a Canadian railroad is they are tied in to coal shipments and that's been a little depressed. It's yield is 2.3% and has grown it's dividend 24% over the last 5 years. / Be the first to comment Tweet finance	Price: $25.920 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-17	WEAK BUY	Calloway REIT CWT.UN-T	Jeff Young	A high quality REIT, and like all REITs has had a very good run up. Rents are going up, but the cost of money has been going down. But you are paying for that, as they are very expensive. If you want a high quality defensive holding it's fine but you are taking a bit of interest rate risk with it. / Be the first to comment Tweet finance	Price: $29.230 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No
2013-05-17	BUY	Dollarma Inc. DOL-T	Jeff Young	The dividend is sustainable, and they are growing across Canada. He views it as a staple as opposed to a discretionary stock. / Be the first to comment Tweet finance	Price: $72.460 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown
2013-05-17	BUY	Emera Inc EMA-T	Norman Levine	He is only warm to the utility companies in Canada. Not exciting but will continue to grow. / Be the first to comment Tweet finance	Price: $36.650 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-17	BUY	Emera Inc EMA-T	Norman Levine	Favours this over Fortus for growth in Labrador and Newfoundland, will be better dividend growth and value growth. / Be the first to comment Tweet finance	Price: $36.650 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes