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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
Eric Nuttall

Markets.  Fundamentals have been exceptional for a while now, but it is about the US investors who are now interested.  Due to rail, we have ample take away capacity.  The valuation between oil and gas stocks between Canada and US is narrowing.  The first quarter of this year is the best quarter in 11 years for his fund.  The gas picture is all due to weather.  We ate away a ton of storage.  The storage situation in Alberta is at a critical level.  Demand for Canadian gas is very, very high, but the availability is very low.  Thinks Gateway will not get approved.  We have the first Canadian company shipping out of the Gulf of Mexico.


Price: $0.020
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: _N/A
2014-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Parent B. Eng. FCSI

Markets. TSX is outperforming and he sees this continuing for the rest of the year. There has been an underperformance since 2012 against world markets, but more specifically against the S&P 500. When you look at what is going on this year, it seems to be turning around. It is up about 6% compared to a mostly flat US market. Also, if you look at the international markets, it is the same sort of thing as the US, really lagging behind the Canadian market. This is mostly a resource led game. The XEG index is up about 15% so far this year and the same thing with the gold XGD. These are the 2 leaders and together they make up about 45% of the markets.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: _N/A
2014-04-17 HOLD Advantage Oil & Gas Ltd
AAV-T
Eric Nuttall

Short and mid-term outlook for gas has improved, but now you are questioning if some of the gas names have gone up too much.  This one is 90% gas, fairly unhedged and was a name people did not like because little liquids.  He could see it rising a bit more, but not more than 10-15%.


Price: $6.310
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 DON'T BUY Alaris Royalty
AD-T
Jeff Parent B. Eng. FCSI

Looks very weak right now. There are 3 things that come to the foreground. Back in December there was an 8.6% drop. Near the beginning of the year there was another 7.3% drop. And then another 6.3% drop just last week. The long-term moving averages have turned down. Doesn’t see enough volume and can see this falling apart and going back down to $23.


Price: $27.000
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 SELL ON STRENGTH Argent Energy Trust
AET.UN-T
Eric Nuttall

When stocks are cheap in this sector, they are cheap for a reason.  This one he has been very cautious on.  The leverage is far too high.  You might get a bit of a bounce.


Price: $3.220
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 BUY Agrium
AGU-T
Jeff Parent B. Eng. FCSI

Looks good right now. In a nice uptrend. Set $100 as a Stop. On the downside, the stock can go back down to a consolidation range of around $95. This will get some resistance at around $112.


Price: $102.560
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 DON'T BUY Athabaska Oil Sands Corp
ATH-T
Eric Nuttall

It is cheap in terms of market price vs net asset value.  $12 vs $8.08.  There is a general concern however about over promising and under delivering.  They just sold an asset to China and will put capital into Duvernay property. Prefers others.


Price: $8.280
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 COMMENT Bombardier Inc (B)
BBD.B-T
Jeff Parent B. Eng. FCSI

Stock is in a short-term down cycle and is having some problems. In a boring range of approximately $3.78-$4.28. You could take a guess at this and take on the small position with the hope that it goes back up to the $4.80 level. If it goes below $3.80, he would definitely exit.


Price: $4.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 PAST TOP PICK CCL Industries (B)
CCL.B-T
Jeff Parent B. Eng. FCSI

(A Top Pick Feb 3/14. Up 24.29%.) He has taken some profits, but it is still a good holding. Has potential to grow, but $90 is where he would raise some yellow flags.


Price: $98.500
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 BUY Canadian Natural Rsrcs
CNQ-T
Eric Nuttall

Thinks it will continue to do well because it is still trading at a substantial discount to peers.  Thinks their cash flow consensus is actually too low because of the Nat Gas assets they hold.


Price: $44.750
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 PAST TOP PICK Crescent Point Energy Corp
CPG-T
Eric Nuttall

(Top Pick Apr 17/13, Up 35.19%) A frustrating name but two weeks ago announced success with an asset.  Finally people are caring about the company.  Re-ratings are taking place in the market place and soon will be done by analysts.


Price: $44.500
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 COMMENT Denison Mines Corp
DML-T
Jeff Parent B. Eng. FCSI

This is a tricky stock. Very, very choppy. However, it is now showing a nice break out from late 2013, followed by a consolidation with pick up in volume. Potentially a turnaround situation. Chart shows it had a spike on Feb 25 where it was up 9% from $1.50. That was very good and will use that as a bottom. Use the $1.50 as a Stop. He thinks you could expect another $.50 increase from here to about $2.30.


Price: $1.670
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 TOP PICK Knight Therapeutics
GUD-X
Jeff Parent B. Eng. FCSI

Got hit today because they are issuing warrants. Good opportunity to buy in right now. Has a lot of cash. Very interesting fundamental story. Technically it looks very strong as well.


Price: $6.030
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 HOLD HAP Seasonal Rotation ETF
HAC-T
Jeff Parent B. Eng. FCSI

This is a basket of different investments and is actively managed. Other than a couple of quick movements up and down, it has been on a very steady upward track. Looks good and is stable.


Price: $14.570
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 PAST TOP PICK Hardwoods Distribution
HWD-T
Jeff Parent B. Eng. FCSI

(A Top Pick Feb 3/14. 6.67%.) This is continuing to do well. The thesis is still there. Getting into a little bit of a consolidation period right now and hopefully it will break out, which would be indicated at around $11 even. Stocks in uptrends tend to consolidate. This one has consolidated for quite a while at around $8.30.


Price: $10.600
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 BUY Legacy Oil and Gas Inc.
LEG-T
Eric Nuttall

He bought in again.  The asset quality is very good.  The capital exit by US investors has reversed.  They regained a lot of their lost momentum.  Their wells are hugely economic.  They will reduce leverage on their balance sheet.  He would not wait for it to pull back.


Price: $8.490
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 WATCH Longview Oil
LNV-T
Eric Nuttall

Consider selling it and putting money into another name.  He is concerned about the overall asset quality in general.  If they showed him they could meet capital efficiency numbers, he would buy the stock.  4.9% distribution.


Price: $6.770
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 HOLD Long Run Exploration
LRE-T
Eric Nuttall

Bought assets off Crew Energy last week, but it was not accretive in his mind.  It just added to the inventory.  7.1% yield is a bit rich.  Let it run a bit more, but there are better names for new capital.


Price: $5.580
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 DON'T BUY Manitok Energy
MEI-X
Eric Nuttall

They are running out of running room in one of their assets.  He thinks the market does not understand the steps they are taking on other drilling.  So he would not buy it.


Price: $2.380
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 BUY MGM Mirage
MGM-N
Jeff Parent B. Eng. FCSI

This is holding right at the 100 day moving average. On moving averages, when a stock comes down it bounces off of it several times, it is a clear uptrend and we are at that level right now. Be careful. If it drops below $21.50, that is an exit price. His expectation is $30 in the next 6 months.


Price: $23.960
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 HOLD Neptune Tech & Bioresource
NTB-T
Jeff Parent B. Eng. FCSI

If this drops below $2.40, you want to get out. Use $2.40 as your Stop. Really not a lot of expectation.


Price: $2.650
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 BUY Precision Drilling
PD-T
Jeff Parent B. Eng. FCSI

Very interesting chart. Had some problems for several years. Chart shows a slow recovery starting in 2012 and the momentum is increasing, which is very positive. Volume is starting to pick up. The breakout began in February. He would be Buying and using the 50 day moving average of around $12.27 as a Stop. Doesn’t see any strong resistance until you hit around $17-$18.


Price: $14.030
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 DON'T BUY Pengrowth Energy
PGF-T
Eric Nuttall

New oil field coming in 2015, but for the remainder of this year there is no production growth and they are paying a dividend as well as having increasing debt.  Prefers other names that pay a sustainable yield or have production growth.


Price: $7.040
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 TOP PICK Paramount Resources
POU-T
Eric Nuttall

Has a facility coming on stream in 6 months.  This asset will kick off a tremendous amount of free cash flow.  They are in one of the hottest areas in the deep basin in Alberta.  It might get pulled back a little, but he can’t tell you how much momentum is coming from US buyers.  Just because it has been parabolic, that doesn’t mean it has to pull back from here.


Price: $57.330
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 HOLD Painted Pony Petroleum
PPY-T
Eric Nuttall

Had a huge run off the lows.  They might sell an asset to fund a build out.  Sees strength continuing for Nat Gas price.


Price: $11.400
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 DON'T BUY Pinecrest Energy
PRY-X
Eric Nuttall

Strong concerns.  Reservoir has high declines.  They hoped to do water flood, but it did not meet management expectations or those of the street.  Production is falling.  He is not interested.


Price: $0.170
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 DON'T BUY Penn West Petroleum
PWT-T
Eric Nuttall

Successfully divested assets in order to lower debt.  Efficiencies are improving.  He struggles with the fact that other names are working very, very well and what PWT are doing will take a long time.  5.5% dividend yield.


Price: $10.320
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 BUY Parex Resources Inc.
PXT-T
Eric Nuttall

The stock has more running room.  The management team are conservative guys.  There is some political risk.  Their wells come out very well, but only for 2 or 3 years.  Decline rates worry him.


Price: $10.890
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 PAST TOP PICK Raging River Exploration
RRX-T
Jeff Parent B. Eng. FCSI

(A Top Pick Feb 3/14. Up 39.44%.) This is continuing to do very, very well. Typical of some energy stocks right now.


Price: $9.440
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 TOP PICK Royal Bank
RY-T
Jeff Parent B. Eng. FCSI

He is anticipating a pickup in M&A activity with a shift from bonds to stocks. This tends to be very good, especially for a company like this with their large wealth management component. From 2012 to the present, the chart has had a nice uptrend. It was a consolidation level around the $60 and $70 levels, but it is breaking out. Use $70 as a Stop. He can see this going to $80. Yield of 3.87%.


Price: $73.420
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 BUY Surge Energy Inc
SGY-T
Jeff Parent B. Eng. FCSI

Chart shows it is coming from a bottom in early 2013 followed by a consolidation and a new breakout. You want to have a Stop at about $5 with an expectation from there of some difficulties at around $9. This looks like a fairly decent opportunity. Use a Stop at about $6 and his expectation is somewhere around the $8-$9 range. Yield of 7.6%.


Price: $7.060
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 HOLD Spartan Energy Corp
SPE-X
Eric Nuttall

A top holding.  He was lightening up yesterday because they were up 10% recently on news.  Loves the team and asset base.  Remains a large weighting.  It is fairly valued now.  It is a question of new plays they will expand into.  He is monitoring the weighting and selling a little to keep it down to 6%, which is massively overweight.


Price: $4.400
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 BUY Savanna Energy Services
SVY-T
Eric Nuttall

Bought some recently a week or two ago as a laggard.  Australian operations will not benefit from rising Canadian Nat Gas prices.  But he sees a pretty good catch up trade of 3%.  Not a long term hold for him.


Price: $7.940
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 BUY Twin Butte Energy
TBE-T
Eric Nuttall

Had a good move off the lows.  Is a great example of how strong the current market is.  A big seller put up a large volume of stock and it was gone in 4 seconds at market price.  A lot of the easy money is probably made, but the yield is pretty safe.  They hold back on Cap X if payout ratio gets over 100%.  A good long term name for heavy oil exposure.  7.7% yield.


Price: $2.470
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 PAST TOP PICK Torc Oil & Gas Ltd
TOG-T
Eric Nuttall

(Top Pick Apr 17/13, Up 88.86%) Did a consolidation, but fundamentals did so well that it really didn’t matter.  Loves this name.  Hard working and intelligent management.  Pays a dividend and generates excess cash flow so dividend could go up.


Price: $13.640
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 TOP PICK Tourmaline Oil Corp
TOU-T
Eric Nuttall

(Top Pick Apr 17/13, Up 49.31%) Beneficiary of extraordinary success through the drill bit and strength in Canadian Nat Gas pricing.  They are 50% exposed and the rest is hedged.  More cash flow means more money to spend and it will lead to a higher multiple.  Great management team with heavy ownership and the commodity is helping them out now as well.


Price: $55.470
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 TOP PICK Tourmaline Oil Corp
TOU-T
Jeff Parent B. Eng. FCSI

Very, very good performance. Set $51 as an exit price. Fundamentally it has a stronger production per share growth than a lot of its peers. Technically it looks very, very strong.


Price: $55.470
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 HOLD Thomson Reuters Corp
TRI-T
Jeff Parent B. Eng. FCSI

Chart shows a 6% drop earlier this year with fairly high volume. Stock has now gone into a new consolidation level of about $37-$38.50. Wouldn’t be holding onto this right now, but would wait for the next move. Has gone up from $27 to $39 which is a pretty good gain. Has the potential to go back down to about $35. If it breaks above $39, he would be a buyer. $37 is a good support level and anything below that is a Sell.


Price: $38.350
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 TOP PICK Whitecap Resources
WCP-T
Eric Nuttall

One of the most conservative dividend plays in the oil patch.  Just closed an acquisition of assets from Imperial oil.  He really liked it before and now he really, really likes this one.  In 2015 they will spend 85% of their cash flow and grow the dividend.  Yield is 4.93%. 


Price: $14.080
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 DON'T BUY Western Forest Products Inc.
WEF-T
Jeff Parent B. Eng. FCSI

This was $1.40 back in October and nearly doubled in a matter of a few months. The current pullback is not unusual. Pullbacks are usually a third to a half and this is very close to that level. This doesn’t look like the downturn has ended yet. We are right at the 100 day moving average level. He thinks on this retracement it will go back down to $2. Keep your Stop level at around $2.15.


Price: $2.290
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 HOLD West Fraser Timber
WFT-T
Jeff Parent B. Eng. FCSI

Looking at the dollar weighted trading price to see where most volume occurs, it is $45 even. It bounced off there a few days ago. The next support level is around $41. He would use $45 as a support level and would continue to Hold the stock right now.


Price: $48.100
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 HOLD WSP Global Inc.
WSP-T
Jeff Parent B. Eng. FCSI

Almost had a double from back in 2012. Some consolidation in 2013 at around $24, followed by a breakout to where we are now. Looks like it has good potential. He would use the 100 day moving average of $33.70 as a Stop. You might want to consider reducing a little, taking a little bit off, if it goes down to the 50 day moving average of $35.50. Yield of 4%.


Price: $37.250
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-16 N/A A Comment -- General Comments From an Expert
A Commentary
Rick Stuchberry

Markets. We’ve had almost a 5-year rally since the bottom. About 2 months ago he started trimming positions and raising his cash levels from fully invested to about 15%-20% in cash, looking for a correction. However, there is a real resistance recently to the market trying to go down. When it went down, the NASDAQ went down but the S&P and Dow didn’t follow. Comparing it to the 1987 market, everybody thought the 1987 market was exhausted and would roll over. It went sideways for 6 months and then took off on the upside. We are in a long-term secular bull market that will last decades, not months. Corrections give you opportunities to Buy.


Price: $0.020
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: _N/A
2014-04-16 N/A A Comment -- General Comments From an Expert
A Commentary
Rick Stuchberry

Do oil stocks still have legs? The good news in energy is pretty well here with $104 in the oil and about $4.50 in natural gas. He would probably make a switch towards more natural gas. He has reduced his energy component in the last little while. Owns Crescent Point (CPG-T) for the yield.


Price: $0.020
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: _N/A
2014-04-16 N/A A Comment -- General Comments From an Expert
A Commentary
Jerome Hass

Markets. Looking at the overall markets in the US and Canada, they are trading at about 15 or 16 times this year’s EPS, which is slightly above the historical average of 14+ so they’re not expensive and he is finding them reasonably valued. What is interesting is that there are some sectors that are clearly overvalued. The US tech sector is one example. He is a bottom up investor and likes markets like this because it really appeals to stock pickers.


Price: $0.020
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: _N/A
2014-04-16 PAST TOP PICK Pure Industrial Real Estatetrust Trust
AAR.UN-T
Jerome Hass

(A Top Pick April 23/13. Up 0.7%.) The whole sector has gone through a rough patch because of fears of interest rates backing up. Also, 3 senior management have left.


Price: $4.820
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 PAST TOP PICK Companhia de Bebidas das Amer.
ABVN-MM
Rick Stuchberry

(A Top Pick May 2/13. Down 2.08%.) In this one for the great yield. Brazilian market had a wicked year last year. They are having elections this year and the World Cup is in 2 months, which should really kick off beer sales.


Price: $37.200
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 COMMENT Argent Energy Trust
AET.UN-T
Jerome Hass

If you take out DRIP payments, a 77% cut in the yield will not solve their problems. Announced they are going to cut their CapX by about 20%. They really have to start selling some assets.


Price: $3.000
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Unknown
2014-04-16 PAST TOP PICK Altagas Ltd
ALA-T
Rick Stuchberry

(A Top Pick May 2/13. Up 30.63%.) Has been a good company and a great sector. Thinks that when we start to deliver gas to the West Coast, this could be quite a good winner. While it has had a good run, there is potential for more to come.


Price: $47.350
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 COMMENT Arc Resources Ltd
ARX-T
Rick Stuchberry

Really likes this. When we get pipe to the West Coast and they start taking Montne gas out, this is going to be a beneficiary. Has a great yield.


Price: $32.420
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 COMMENT Amaya Gaming Group Inc.
AYA-T
Jerome Hass

Came out with quarterly results that brought the stock down from $9 to about $6 very, very quickly. Has been looking at this name. Likes the gaming space in general. There is some liberalization taking place, particularly in the US. There is another smaller Cap name that he thinks is interesting, LasVegasFromHome.com Ent. (LVH-X). It is mobile gambling that he thinks is a real growth industry. Just announced a deal last week where they are launching in Mexico.


Price: $5.810
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: No
2014-04-16 COMMENT Barclays Bank PLC
BCS-N
Rick Stuchberry

Some of these banks are a little sloppy because of a Ukraine situation. Feels there are opportunities in the banks because we have basically been going sideways for so long, but you really have to pick and choose. (See Top Picks.)


Price: $16.070
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
2014-04-16 TOP PICK Bank of Montreal
BMO-T
Jerome Hass

(SHORT) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). (See comments under GCG.A-T.)


Price: $76.080
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 SELL BP PLC
BP-N
Rick Stuchberry

He would redeploy the capital into something else. The big internationals are all over the place and it is hard to analyze them. He would go with something closer to home where you get a better yield. We have great energy companies in Canada and he would buy the local ones.


Price: $48.390
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 COMMENT Baytex Energy Corp
BTE-T
Rick Stuchberry

Lightened his holdings because he thought that when the oil price passed $100, it was getting a little rich and as well, he wanted to reposition oil more to gas. If you think oil prices are going to be steady or higher, this is a good operating company.


Price: $46.520
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 DON'T BUY CitiGroup
C-N
Rick Stuchberry

Trading below BV. There are reasons why the US banks are not recovering the way most people thought they would. The difficulty is that the regulators are now in the business and it is difficult to know what they are going to be allowed to do and how they are going to be able to deploy their capital. (See Top Picks.)


Price: $48.180
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 COMMENT Carfinco Financial Group
CFN-T
Jerome Hass

Stock has dropped because quarterly results were a little bit disappointing. Also, management talked about competition in the space and it got investors’ attention.


Price: $9.490
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT China Mobile Hong Kong
CHL-N
Rick Stuchberry

Doesn’t own any telcos. He does like the Chinese market and he is a believer in the China story and that it will be successful, so this company will probably perform.


Price: $46.670
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 COMMENT Chorus Aviation Inc
CHR.B-T
Rick Stuchberry

If you are invested in this for yield, he would have a tendency to go for a more blue-chip type situation. It’s in the airlines business so it is very volatile.


Price: $3.660
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
2014-04-16 DON'T BUY Canadian National R.R.
CNR-T
Jerome Hass

Likes this name. Uses it for hedging purposes because he thinks Canadian Pacific (CP-T) is overvalued where he has a Short position. This has been a very rough winter, so when Q1 results come out for the rails, both Canadian companies are going to have had a pretty tough time. He would not buy before the Q1 numbers.


Price: $62.070
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
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