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Compiling comments that experts make about stocks while on public TV.

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Date Signal Company Expert Opinion Price
2015-03-06 N/A A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Markets.  It will be hard for the Fed to raise rates. There is a lot of uncertainty as to where we can go because valuations are quite high, the economy which is a leading indicator is starting to slow down, there are issues in Europe of a greater slowdown, and China is a big concern with their banking system. The labour numbers came out, but labour utilization rates came out about 20 minutes later, which is showing that there is almost 90 million people unemployed in the US. Also, there was no wage growth. It is all the currencies. We are in the midst of a currency war. The reason we are seeing lower leading indicators is because of the US currency. US auto sales are not going well on a foreign basis. He has been diversifying out of North America and looking at sectors that will deliver some cash flow, but not in North America.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: _N/A
2015-03-06 N/A A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

US$. The rise in the dollar is kind of indicative of the problem that we are going through, that there are just too many dollars in the system. This can’t continue to be the currency reserve of the world, because it is creating way too much instability. How this system ends is a problem as it will create a lot of volatility. The rise in the dollar is creating deflation and a lot of problems, and creating a lot of problems for the rest of the world. The key to the US$ stop being the currency of the world will be gold, or something backed by gold.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: _N/A
2015-03-06 N/A A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Europe. With the uncertainty, especially with Greece and what is going on in the Ukraine, we are definitely seeing the start of a power shift. Finds it very funny that we have this issue with Ukraine, which is US foreign policy pushing it to the limit, and behind that you have the UK and the EU pushing for whatever they want to do in the Ukraine. On the other side you have governments of France and Germany saying that they don’t want military stationed there and want to try to find some diplomatic arrangement with Putin. This is showing a shift of geopolitical alliances that could be negative for NATO. If Greece leaves the EU, it will create a lot of problems for the euro and the banking sector. This is why he likes gold.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: _N/A
2015-03-06 PAST TOP PICK Algonquin Power & Utilities Corp
AQN-T
Jaime Carrasco

(A Top Pick Feb 28/14. Up 37.52%.) They have been doing a lot of right things. A well-managed company. Current target is $10.50. Yield of 4.1%. He has been adding to his holdings.


Price: $9.340
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 WAIT Baytex Energy Corp
BTE-T
Jaime Carrasco

Sold his holdings, but might be looking to get back in. The right entry point will be when we see inventory build-up in North America start to decline. Good management. Debt is a bit of a concern, but he thinks that is manageable. His company has a $27 target on this. 6.6% dividend yield.


Price: $18.560
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-03-06 COMMENT B2Gold Corp.
BTO-T
Jaime Carrasco

Good properties in Nicaragua. Also, have some properties in Colombia and the Philippines, but he just doesn’t understand the political risk. He tends to pick plays that are north-south. His company has a $3.50 target on this.


Price: $1.950
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-03-06 PAST TOP PICK Coxe Global Agribusiness IF
CAG.UN-T
Jaime Carrasco

(A Top Pick Feb 28/14. Down 0.95%.) Holding this because he likes agriculture. Has been very disappointed with the return and is currently reviewing it. Yield of 5%.


Price: $8.480
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 DON'T BUY Canadian Natural Rsrcs
CNQ-T
Jaime Carrasco

His target on this is $39, which would give you a return of about 3.3%. Going into energy companies, he would be looking at ones with higher yields and more on the oil side. Yield of 2.3%.


Price: $37.470
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Unknown
2015-03-06 HOLD Crescent Point Energy Corp
CPG-T
Jaime Carrasco

His company has a $47 target on this and doesn’t have any concern about the dividend. A very well-managed company. When the time is right, this is one that he would definitely be adding to.


Price: $28.920
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 DON'T BUY Direxion Dailey Gold Miners Bear 3X Shares
DUST-N
Jaime Carrasco

This is triple leveraged, so you have the possibility of it not doing what it is supposed to do. His strategy with precious metals is to look at it as insurance and hold a core position that every one of his clients should have. Has used this in the past to hedge himself. If you own good companies that are making it through, you do much better than to try to play the swings of the volatility.


Price: $19.030
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-03-06 PAST TOP PICK Eldorado Gold
ELD-T
Jaime Carrasco

(A Top Pick Feb 28/14. Down 26.69%.) The project is good, but there is that uncertainty about what is going to happen in Greece. Not adding to his position and waiting to see what happens. (See Top Picks.)


Price: $6.090
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 COMMENT Emera Inc
EMA-T
Jaime Carrasco

Did an acquisition in the US, which has been helping the balance sheet. As a utility, it is still too early for him to look at it. Has no concerns about the dividend. It looks very interesting and is one that he will be keeping an eye on. His target is $44 on this.


Price: $40.840
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-03-06 TOP PICK Fairfax India Holdings Corp
FIH.U-T
Jaime Carrasco

Fairfax has had an amazing track record in Canada. This gives really good management. For India, he likes their prime minister Modi and the central bank manager. Also, feels there is a lot of good growth. Over time he thinks this will be a really good holding.


Price: $10.400
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 WAIT Hudbay Minerals Inc.
HBM-T
Jaime Carrasco

Shied away from base metals completely. China right now is quite opaque in what is happening with their banking system. Some of the real estate is starting to burst. However, he is hearing a lot of mixed signals.


Price: $9.730
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-03-06 TOP PICK Healthcare Leaders Income Fund
HHL.UN-T
Jaime Carrasco

This company has been coming out with some really interesting products. This gives him a dividend yield of about 8%, because they are writing Covered Calls on a foreign portfolio and it is hedged to currency. This is the top 20 healthcare global companies.


Price: $10.130
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 TOP PICK Osisko Gold Royalties Ltd.
OR-T
Jaime Carrasco

He likes the streamers (royalty companies) because he thinks they are going to be a much safer play than the actual producers. A good way to diversify within the sector.


Price: $17.000
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 COMMENT Pan American Silver
PAA-T
Jaime Carrasco

With silver, you have to be patient. The key matrix that he looks at is cost of production, and theirs is low. His favourite is Silver Standard (SSO-T).


Price: $11.460
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-03-06 COMMENT Pengrowth Energy
PGF-T
Jaime Carrasco

Dividend is sustainable, and they have just reported pretty good numbers.


Price: $3.860
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Unknown
2015-03-06 COMMENT Transalta Renewables
RNW-T
Jaime Carrasco

Utilities? The problem with utilities right now is the uncertainty of interest rates. Likes this one as it has a really good yield. Also, looking at AltaGas (ALA-T) where the yield is much higher. Has been shying away from Transalta (TA-T) because the bulk of the power generation is coming from coal.


Price: $13.110
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 HOLD Veresen Inc
VSN-T
Jaime Carrasco

Likes how they have diversified themselves and doesn’t feel that the dividend is stretched. Likes the joint venture they did with Encana (ECA-T) and KKR (KKR-N) in their Montney play. This is not affecting the balance sheet, so they have been very ingenious as to how they have been able to deliver growth without affecting the interest rates. They are also working on an LNG project in Oregon. He is holding this one for the dividend.


Price: $14.730
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-03-06 DON'T BUY WesternZagros Resources Ltd.
WZR-X
Jaime Carrasco

Has looked at this over the years, but one of the issues has always been the political risk. That is the #1 uncertainty in the stock. This is an area with a lot of volatility, so it will be very hard to access the reserves anytime soon.


Price: $0.380
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-03-05 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Acker, CA

Markets.  We are in the midst of a US dollar rally We might see $1.20 or even $1.60 eventually.  There is a mammoth amount of shorting of the US dollar and what you are seeing is short covering of it.  2015 will certainly go down as the year of ‘central bank activity’.  It is not over.  The US dollar exposes the weak spots in the world and including the big daddy of them all; China.  All of this is big for US equities.  He has shifted a lot of clients’ portfolios to the US.  This is only the first or second inning.  There will be corrections certainly, but this has a long ways to go.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: _N/A
2015-03-05 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

Oil. This hit $43 and then sort of bounced up. We are hitting a 52 week moving average. If you are looking for a bottom in oil, look at the $56 range to see if it gets above that.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: _N/A
2015-03-05 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

Markets. From January until now, we have never really had any firm direction. Looking at some of the internals, it says that we are going to roll over here or that we have already started. The roll started in late February. It has been pretty slow and the markets aren’t too concerned. Now we look at whether we actually rotate into those names that should do really well at this time of the year, such as the pro-cyclicals, industrials, materials. Energy should be sort of kicking in here. The Dow transports have started to roll over compared to the Dow Jones itself. The theory is that if goods are being produced, they have to be shipped. The next couple of months, as they have always been, will be pretty volatile.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: _N/A
2015-03-05 COMMENT Abbott Labs
ABT-N
Hap (Robert) Sneddon FCSI

Has a really good upward trend. It is a little above trend right now. Great long-term chart. Healthcare is a great long-term trend that we are in, and you can’t go wrong. It will probably come back a little bit, but nothing to worry about.


Price: $47.440
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2015-03-05 PAST TOP PICK American Electric Power Company Inc
AEP-N
Hap (Robert) Sneddon FCSI

(A Top Pick April 7/14. Up 16.9%.) He got out of this back in November when it hit his target, with a gain of about 22%.


Price: $57.080
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2015-03-05 BUY Aecon Group Inc
ARE-T
Brian Acker, CA

It has a model of $18.12 without the December balance sheet, or a 58% upside.  It is cheap enough.  If it started racking up negative transits he would sell (going through his EBV lines).


Price: $10.790
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: Yes
2015-03-05 COMMENT Avigilon Corp
AVO-T
Brian Acker, CA

Going to go to $17.47, EBV +3 with the December balance sheet now in.  A bottoming has to take place.


Price: $19.680
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: No
2015-03-05 WATCH Boeing
BA-N
Brian Acker, CA

Put it on your watch list.  If there is any sort of correction he would buy it.  His model price is $128.46, or 16% lower.  It is appealing there.  There are huge procurements by the US government.  We have the December balance sheet.


Price: $154.470
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: Unknown
2015-03-05 COMMENT Boeing
BA-N
Hap (Robert) Sneddon FCSI

One area you could look as an entry point would be at $145. You could look at it today as none of the areas he is looking at are showing it to be overextended. If you have a longer-term timeframe, he wouldn’t worry about the entry point.


Price: $154.470
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
Showing 1 to 30 of 137,753 entries
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