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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
2016-05-25 N/A A Comment -- General Comments From an Expert
A Commentary
David Burrows

Markets.  We have only so much patience.  The market broke the 2000 highs in the beginning of 2013 and has chipped itself sideways since then.  Every 3 years we get a really big decline.  Despite the fact we are near highs, the S&P short interest is at all time highs.  There is tremendous bearishness yet he sees from his models that we have healthy markets.  He thinks there are a lot of people on the wrong foot on this market.  This is a great contrarian indicator. After a 2/3rd decline in energy we are likely to have a 50% upside. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2016-05-25 HOLD A Comment -- General Comments From an Expert
A Commentary
Michael Decter

Dividends and capital growth for the top 5 Canadian banks going forward? Historically Canadian banks have been one of the best performing asset classes of all time. There has been some concern that perhaps with lower interest rates and defaults in the oil patch, they might be a worse investment. Bank of Montréal (BMO-T) came out with pretty good earnings today and raised their dividend by 2%. Feels the banks are very, very solid. Not sure he would be buying at this time, but would continue holding them.


Price: $0.020
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 COMMENT A Comment -- General Comments From an Expert
A Commentary
Michael Decter

Lithium? He wasn’t courageous enough to plunge into the lithium bubble. This is the new poster child for a commodity that is going to be in batteries. If Tesla builds all those cars that they have taken deposits on, and if lithium turns out to be the magic battery component, then there may be growth in lithium. The problem is the same as when you have a gold or copper bubble, literally dozens or hundreds of firms materialize and you don’t know which ones actually own lithium or just have an idea of it. If you own some and you have had a good run, at least take your original investment off the table.


Price: $0.020
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 TOP PICK AGT Food & Ingredients
AGT-T
Michael Decter

A fascinating company and has one of the most remarkable entrepreneurs leading it. One of the largest producers globally of pulse crops, processors of lentils, field peas. Grows in Saskatchewan and a bit in Australia and the Dakotas. They are starting to convert to making ingredients for food, a higher margin business. Dividend yield of 1.67%.


Price: $35.910
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 HOLD Altagas Ltd
ALA-T
David Burrows

Dividend growth is not what it was over the last few years.  You are buying it as a bond proxy, rather than a dividend growth stock going forward.  The dividend is okay, but there are better names in the utilities.  H-T, for example.


Price: $31.290
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 HOLD Alerian MLP ETF
AMLP-N
David Burrows

Energy infrastructure and pipelines.  They wrap up tax reporting into a single figure.  That is the attraction.  You are less likely to see volume growth with oil where it is.  This is going to be an income name only, no growth.


Price: $12.370
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 COMMENT A&W Revenue Royalties Income Fund
AW.UN-T
Michael Decter

His only negative is that it trades modestly enough that it is hard for him to buy a big position. This has great growth. They really made a statement when they changed the meat they were using, along with a good ad campaign.


Price: $30.990
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 COMMENT BCE Inc.
BCE-T
Michael Decter

Canadian rates are staggeringly high compared to other jurisdictions. Despite many governments promising they were going to introduce competition in the sector, nobody has successfully done that. He doesn’t own this because he feels that someday there may be price competition of a real sort, but then again, maybe not.


Price: $60.540
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2016-05-25 BUY Brookfield Renewable Energy
BEP.UN-T
David Burrows

It is a good long term energy investment. 


Price: $38.350
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 TOP PICK Blackrock Inc.
BLK-N
David Burrows

Investment management company, absolute leader in ETFs.  Money is moving its way toward ETFs.  Money has been leaving equities this year, but they are seeing net capital inflows.  Their margins are expanding.  17 times earnings.


Price: $364.090
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Bank of Nova Scotia
BNS-T
David Burrows

BNS-T vs. NA-T.  Totally different.  BNS-T is a global bank leaning toward the Caribbean.  NA-T is not the same thing.  This environment is constructive for developed markets with energy prices staying stable.  He prefers more North American exposure so chooses NA-T.  He would prefer RY-T to either of these.


Price: $64.590
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 BUY Boston Pizza Royalties
BPF.UN-T
Michael Decter

This is a pretty good entry point. If you can be patient, pick away at it through the summer, which might be a good way to accumulate a position.


Price: $18.500
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 BUY Brookfield Property Partners
BPY.UN-T
Michael Decter

(Market Call Minute.) He likes all the Brookfield companies.


Price: $31.460
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 TOP PICK Boyd Group Income Fund
BYD.UN-T
Michael Decter

A consolidator of auto body and auto glass. They’ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.


Price: $74.680
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 PAST TOP PICK CitiGroup
C-N
David Burrows

(Top Pick Jun 4/15, Down 14.58%) Got stopped out and got out of financials last year.  This group looks quite attractive right now.  This one gives you global exposure.


Price: $46.940
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 BUY CCL Industries (B)
CCL.B-T
David Burrows

(Market Call Minute) Will continue to be attractive.  They have been great at executing.


Price: $225.860
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Cineplex Inc
CGX-T
David Burrows

They have done a great job of executing.  It has been a good year with Star Wars.  It might be a tougher year next year.  They recently made a new high, but looks like it is ready to lift.  He would have no problem owning it.  This one is attractive from a yield (3.1%) point of view.


Price: $51.730
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 PAST TOP PICK Cineplex Inc
CGX-T
Michael Decter

(A Top Pick July 16/15. Up 9.57%.) His largest position across all his portfolios. Still a Buy. Thinks they are going to have a series of their best years ever. In about 3 years, their CapX falls off, and then the dividend will really go up. Growth is coming from their ability to put people into more expensive seats.


Price: $51.730
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 COMMENT Chemtrade Logisitics Inc.
CHE.UN-T
Michael Decter

Likes this and the dividend, which he thinks is sustainable. Feels it is gaining some good ground back, so he stuck with it and will continue to hold it. A good, steady dividend payer and a well-run company.


Price: $17.840
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 TOP PICK Clearwater Seafoods Inc.
CLR-T
Michael Decter

The real play is the appetite of the world for protein, particularly seafood. They are not only harvesting efficiently, but marketing all over the world, particularly in Asia. Dividend yield of 1.39%.


Price: $14.410
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 BUY Cisco
CSCO-Q
David Burrows

They are at the heart of data transfer.  They are an absolute leader in the group.  Margins are rising and they are increasing their percentage of services.  As video picks up in use over the web they are part of the infrastructure.  The stock just broke out to new highs.  It is not expensive – 11 times earnings.  They are committed to returning 50% of free cash flow to investors.  19% per year dividend increases.


Price: $28.920
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 DON'T BUY Canadian Western Bank
CWB-T
David Burrows

His macro view is that structurally energy could be tough for a longtime.  He does not like something that is broken and that you hope is fine.  He prefers outside of Western Canada.


Price: $25.900
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 COMMENT DH Corporation
DH-T
Michael Decter

About a year ago, it got really pounded. All the Canadian companies that were doing acquisitions in the US came under a kind of cloud. The 2nd hit was when the tech sector in the US came under a cloud, and everything that was in that sector got sideswiped. Thinks this company will recover. They have transformed a very old cheque printing business into a very strong technology business, where they do the back office technology for some of the 9000 banks in the US. There is lots of potential for growth, and at some point one of the big system integrators will decide to make this an acquisition.


Price: $34.500
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 BUY Walt Disney
DIS-N
David Burrows

(Market Call Minute) The one concern is the loss of subscribers at ESPN.  They are firing on all cylinders, however.  The consumer discretionary group should start to lift here.


Price: $99.860
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 COMMENT EnerCare Inc
ECI-T
Michael Decter

Rents water heaters, water tanks. Has had a good run. A well-run business. They are making acquisitions. A nice and steady business. Dividend yield of 5.6%.


Price: $16.430
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 COMMENT Empire Company (A)
EMP.A-T
Michael Decter

This might be a buying opportunity. Sobey’s has done a very good job of running their business and Empire is the holding company. They did a big acquisition when they took over Safeway in Western Canada.


Price: $22.220
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2016-05-25 BUY Facebook
FB-Q
David Burrows

Internet media is one of the key themes.  This one looks very, very attractive.  They are doing a great job in mobile and on the desktop as well as in video.  They are growing users monthly.  Payments are going to be bigger, only about 5% now.  PNQI-Q includes a basket of these companies, also.  You should have exposure to this theme.


Price: $117.890
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 PAST TOP PICK FedEx
FDX-N
David Burrows

(Top Pick Jun 4/15, Down 7.39%) They started the correction last spring.  They bottomed at $120 last February and are now at $160.  He would have no problem owning it right now.


Price: $164.220
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 BUY Fortis Inc.
FTS-T
David Burrows

Income replacement is a key theme in this market.  FTS-T is a wonderful company that has raised its dividend forever.  There is no sign of it stopping.  This is not going to be a rocket ship if the market works its way higher.  It will have significantly lower volatility. 


Price: $40.910
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 TOP PICK Honeywell International
HON-N
David Burrows

We are in a connective world.  They are big in auto and heating efficiency.  Everything is connected.  Sensors and connective devices.  They grew free cash flow.  13% annual dividend growth.  It is not an expensive stock.  They are the market share leader in every market they are in.  16 times earnings.  He likes industrials and connected devices along with dividend growth.


Price: $114.720
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
Showing 1 to 30 of 152,112 entries
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