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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
2015-08-04 N/A A Comment -- General Comments From an Expert
A Commentary
Benj Gallander

Markets. Greece has been going through so much and it looks like they may get more money, but even if they do, it is a major danger. He looks at it as though they are a person with 4-5 credit cards and everything is maxed out, and somehow they get another credit card and think they are in good shape. Greece keeps getting bailed out and he thinks it is going to make the bailing, longer-term, that much tougher. Doesn’t know how they can possibly get out of this situation and how the creditors get their money back. China is a wild West show and when he sees what the Chinese government does, he gets an idea of how inexperienced they are with stock markets; the way they are tempting people to go into them and the way the brokerage firms are saying “margin up”. His long-term view is that China is going to do just fine and the yuan is going to increase in value over time, but at this point in time, one has to really, really watch the gyrations and not get sucked in.


Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: _N/A
2015-08-04 COMMENT A Comment -- General Comments From an Expert
A Commentary
Benj Gallander

Gold. Not a bull or a bear on gold at this time. Gold is off by more than a third, but if you go back a number of years it came down from $850 to around $250. It could fall from here. In Nov/Dec, he bought into 4 gold companies Alacer Gold (ASR-T), Golden Star (GSC-T), Orvana (ORV-T) and St. Andrew Goldfields (SAS-T) and is just a little ahead. He likes the idea of having some gold in his portfolio when it is not too expensive. 3 of these companies have really clean balance sheets, which is critical to him. These are the ones that could return to form, but doesn’t expect this to happen very quickly.


Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Yes
2015-08-04 COMMENT A Comment -- General Comments From an Expert
A Commentary
Benj Gallander

Silver.  Gold, to him, could go up or down. Silver could certainly go down, but he thinks it has a better upside. What he likes about silver is that it is really used. Gold does not have the same industrial usage. Thinks a lot of miners in the silver field are going to have to close down operations, which will hurt some of the supply. Some of the companies are going to have to sell themselves.


Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Unknown
2015-08-04 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Benj Gallander

Reverse stock splits on penny stocks?  In his research, these are companies to be avoided. Over 90% were down in value a year later. What a lot of the companies are doing is trying to stay on certain exchanges or trying to make themselves available to certain investors who would not buy under a certain price point. In the vast majority of cases, the stock price goes down soon after they do the reversal, so it is very, very dangerous. He would avoid them and perhaps look at them a year later.


Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Unknown
2015-08-04 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Hodson

Markets. Thinks the market is pretty constructive right now. We’ve had some good gains, and the US economy is quite good. Canada is a whole other ballgame, but the US is going to drag us out of whatever recession we are in. Investors are willing to invest and are not worried about the Fed any more. They are bored hearing about the Fed and interest rates. 72% of companies that have reported as of yesterday have beaten estimates. So earnings are still pretty good. Interest rates are going to stay low. Thinks the environment is okay. The resource market is probably dead for a couple of years. If you focus on good companies and avoid the speculation, there are good companies out there and they are priced right.


Price: $0.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: _N/A
2015-08-04 DON'T BUY Apple
AAPL-Q
Benj Gallander

Just reported quarterly results and the stock dropped. Has been wrong on this for years and had thought the tide would turn a lot earlier. Technology is a very, very difficult sphere. With many companies, what appears to be leading-edge technology, after while is no longer. He has been waiting for when this company starts to have some difficulty with their technology perhaps, and saturates the marketplace. At some point he thinks it could really get hammered. They are clear leaders in their field. Have taken on debt, and when you have as much money as they do, why do that? He would be wary of buying this.


Price: $114.640
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: No
2015-08-04 PAST TOP PICK AgJunction Inc
AJX-T
Benj Gallander

(A Top Pick Aug 26/14. Down 38.51%.) Right now they are looking at a merger with Novariant, a company in California. This is a Calgary-based company that moved to Kansas City, so there are more hoops to jump through, because the California regulators have to approve it. The GPS space is not doing very well right now. They are going to have costs because of all the legal issues, which are expected this quarter and next. Thinks there will be tax loss selling, so don’t Buy at this time. Longer-term he thinks it will do well. Likes management and the space, but short-term he does not expect anything exciting.


Price: $0.460
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Yes
2015-08-04 COMMENT Avigilon Corp
AVO-T
Peter Hodson

A classic scenario of a company doing what they want to do and investors not liking it. They are ramping up expenses because they see great growth opportunities. That of course hurts the short term profitability. Investors are not happy because they issued a lot of stock to fund their program. Revenues are growing very high, and last quarter their per-share earnings grew again. Thinks they have a great market share and he does like the sector. Their compound annual growth rate has been stunning over the past 8 years.


Price: $15.500
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 COMMENT Amaya Gaming Group Inc.
AYA-T
Benj Gallander

Whenever investing in the gaming industry, there has to be questions right away. This company has done very well. Regulators are looking at it quite closely. There are certain sectors that are gamier than others, and this is definitely one. He would be wary that other regulators might look at it, and certain findings might hurt the stock. If you own, consider when you should sell. Not his kind of company.


Price: $31.160
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: No
2015-08-04 PAST TOP PICK Amaya Gaming Group Inc.
AYA-T
Peter Hodson

(A Top Pick July 29/14. Up 5.23%.) They really have to get rid of the insider trading investigation. It has been a long, long time coming. The company has done a very, very good job. Good financing, good acquisitions, good dispositions. This has become the largest online gaming company globally. Management still owns a big, big chunk of stock. He still likes this and it is still in his model portfolio.


Price: $31.160
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 COMMENT BlackBerry
BB-T
Benj Gallander

Thinks at some point they may be able to grow their revenue. John Chen did very well in the past at Sybase. There was a turnaround there and a take out. The bigger the boat is, the longer it takes to turn. He is happy holding this, but is not looking for anything happening quickly.


Price: $10.020
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Yes
2015-08-04 TOP PICK Progressive Waste Solutions Inc
BIN-T
Peter Hodson

Picks up garbage from industries, apartments and customers all across North America. There are 2 things he likes about this. Lower fuel costs as the cost of oil goes down, and US is about 60% of their revenue. Last quarter was pretty good, but more importantly they raised their dividend 6% last week. Dividend yield of 1.91%. A nice solid company that won’t disappoint you.


Price: $35.640
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 TOP PICK Airboss of America
BOS-T
Peter Hodson

Likes the management ownership. There is 27% insider ownership. Also, likes the valuation. Growth in the last quarter was 27%. Balance sheet is pretty good. Dividend yield of 1% is low, but is growing. They have US military business which he likes. Their share count is exactly the same as it was 2001 and earlier. For him that is an absolute winner as a stock. Insiders own a third of the company.


Price: $24.090
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 PAST TOP PICK Capstone Infrastructure
CSE-T
Benj Gallander

(A Top Pick Aug 26/14. Down 22.64%.) Their co-generation plant in Belleville was working full time, but now it effectively is on retainer. It is a backup plant, which hurts the cash flow. They have Bristol Water in Britain and the government regulator knocked down the price the company was going to get by 5%, and is going to go down another 20% for the following 4 years. The company is appealing and hopefully will get a rate increase. Payout ratio is very high at over 100%, so obviously not sustainable. Have about $62 million in the bank, so they feel they can pay it for the next couple of years, and then will get down to about a 70%-80% payout ratio. Dividend of almost 10% is holding up the stock price, and he doesn’t think they will cut the dividend in the near future.


Price: $3.040
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Yes
2015-08-04 PAST TOP PICK Contrans Group Inc
CSS-T (Dead)
Peter Hodson

(A Top Pick July 29/14. Down 1.59%.)  Has gone private (December 2014).


Price: $0.000
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 COMMENT Concordia Healthcare
CXR-T
Peter Hodson

Patient Home Monitoring (PHM-X) or Concordia Health (CXR-T)? 2 different business models. This is pharmaceuticals where Patient Home Monitoring is services. This is a much better company for investors as it is bigger, has more revenue, more established and has been around much longer.


Price: $104.760
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 HOLD DHX Media
DHX.B-T
Peter Hodson

They are building a content library worldwide in children’s programming. Their former companies were acquired, and this is probably their end game. Thinks it is very, very early to consider an acquisition right now. This is one that you want to sit and park for 5 years. Let them build their business, build the library and build their valuation. Have been raising the dividend. Everything is going totally perfect according to plan. Last quarter was a screaming surprise to the upside. A solid company with a great management team.


Price: $8.930
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 TOP PICK Extendicare Inc
EXE-T
Benj Gallander

He likes healthcare and the demographics. Population is getting older and this is a leader in the market. Until recently, they were also in the US marketplace, but sold their holdings for $1.1 billion. They redeployed some Canadian assets and recently acquired another company for about $81 million. Also, looking to possibly do some other takeovers. The Ontario government is looking to increase the fees that they pay for the redevelopment of beds, going from $13+ to $16+. The financial statements are pretty good. Pays a dividend of $.04 a month. He could see this potentially doubling. Oxford Park has moved in as activist shareholders buying over 5%, which might light a bit of a fire under management.


Price: $8.680
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Yes
2015-08-04 PAST TOP PICK Firstservice Corp
FSV-T
Peter Hodson

(A Top Pick July 29/14. Up 45.59%.) They wanted to separate their real estate division from the residential services division, so decided that as 2 separate companies they might get a better valuation from investors, particularly US investors who really like to focus on certain segments of real estate. This continues to hit new highs.


Price: $40.990
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 COMMENT Frontier Communications Corp
FTR-Q
Benj Gallander

On his Stock Watch list. Pays a lovely dividend of about 8%. Have done a number of takeovers in the past few years, and often have taken over older technology, but you can still make a lot of money on that. He likes the company, but not enough to buy. Has a pretty heavy debt load that you have to be wary of.


Price: $5.250
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: No
2015-08-04 COMMENT Global Water Resources
GWR-T
Peter Hodson

A resource company for Phoenix, so a highly concentrated business. Phoenix itself is growing and coming out of the recession. Business is good. They are paying a very solid regular dividend, and are paying a special dividend of about $1. Effectively it is a utility, highly concentrated, but you are in a sweet spot of the market right now. They are smart enough to reward investors when times are good.


Price: $8.490
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 TOP PICK Home Capital Group
HCG-T
Peter Hodson

Since 2001, this company has not issued a single new share. Management owns 7% and the founder owns $100 million worth of stock. The ROE has always been more than 20% and their Operating Margin has always been more than 50%. They’ve never had huge credit losses and have had 13 dividend increases since 2008. Everyone is worried about credit losses, but this company’s has always been low. Trading at 7X earnings. In the recession of 2008, the company increased its earnings and increased their dividend twice. Dividend yield of 2.73%.


Price: $32.200
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 PAST TOP PICK Harmony Gold Mining Co Ltd
HMY-N
Benj Gallander

(A Top Pick Aug 26/14. Down 67.61%.) This has lots of problems. Production price is about $12.50 an ounce, which is high. They are trying to work on their mines and get the cost lower. Having difficulty with labour which is asking for a 60% wage increase. CEO is looking for a replacement. Have a wonderful play in Papua New Guinea of gold/copper, but can’t really finance it at this time. Potentially they could go under, but he is willing to continue holding as it has a lot of upside if gold goes up. Very, very dangerous.


Price: $0.990
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Yes
2015-08-04 COMMENT Input Capital Corp
INP-X
Peter Hodson

He likes the model. It is quite a unique company. Where farmers need capital, they provide it in exchange for future revenue streams. They are meeting a market need, diversifying their business, starting to deploy capital pretty aggressively and was starting to look quite good. This was followed by the big drought in Saskatchewan and things went on Pause. The company will grow over time. It is well-managed and they have the capital. You may have to sit out a season, but nothing has really changed on the fundamentals.


Price: $2.540
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 COMMENT Loyalist Group Limited
LOY-X
Peter Hodson

A great example of a rollup story gone horribly wrong. Everybody loved it and it was talked about a lot. In the last quarter, their revenue was not even close to what it was supposed to be. They revealed they had some debt covenants and the CEO left. They issued more shares to shore up the balance sheet, and now they have to regroup, refocus and get back on track. He would rather pay more for this company when everything is back on track.


Price: $0.075
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 BUY Macatawa Bank Corp.
MCBC-Q
Benj Gallander

Still likes this bank. He bought it in 2012, and was part of his hypothesis on US banks i.e. if you choose the right ones, especially if their dividends were cut or eliminated, later on they would come back and would increase in price. Last year they re-established the dividend to $.02, and have since raised it to $.03 a quarter. Thinks it could double from here.


Price: $5.360
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: Yes
2015-08-04 COMMENT MacDonald Dettwiler & Assoc.
MDA-T
Peter Hodson

Has this in his model portfolio that he puts out for clients. Had a pretty bad week with the release of earnings. They missed revenues and they missed earnings. Investors are forgetting this is a chunky business. They get large contracts. Sometimes there is a timing issue on when they recognize revenues from those contracts. Currency comes into play as well and there are big swings in currency. He thinks the valuation is pretty attractive right now. Stock was above $100 not long ago. There are very, very good earnings growth expected with the Loral acquisition a couple of years ago. Now that they may do another acquisition, there is certainly potential to increase earnings growth. Started to get US defence business. A very, very attractive industrial company.


Price: $76.050
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 COMMENT National Bank of Greece SA
NBG-N
Benj Gallander

For people who want to take on a lot of risks and who want to play he can see them going into this. It is on his radar screen. It is going to be very difficult for people to make money on this, unless they are traders, which he is not. Greece is going to exist in 5, 10, 25 years, but which companies might disappear and which ones will survive and possibly bloom?


Price: $0.820
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: No
2015-08-04 COMMENT Neulion
NLN-T
Peter Hodson

It was a horrible showing all around. The stock was plummeting and then at 3 o’clock, they halted the stock and announced they had lost the NHL contract, which was about 20% of revenue. He doesn’t know where it is going to go tomorrow. This is an example of poor communication. It won’t kill the company. They are talking about new initiatives.


Price: $0.800
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
2015-08-04 COMMENT Open Text
OTC-T
Peter Hodson

This had 5 years of solid performance, and then missed 2 quarters in a row back to back. Those investors focused on short-term panicked and sold the stock down. The stock went down 20%-25% and was washed out. It was trading at about 10 or 11 times earnings, but was still the exact same company it was. Last week they came out with a quarter and totally destroyed expectations. The reason was, no one was expecting anything because of the last 2 quarters. Even at 10 or 11 times earnings, it is still profitable and is still a great company. A pretty good tech stock.


Price: $60.680
Subject: CANADIAN SMALL & MIDCAPS
Bias: OPTIMISTIC
Owned: No
Showing 1 to 30 of 142,684 entries
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