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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
2017-05-25 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Imhof

Market. This is the weak period seasonally where liquidity dries up. You want to make sure you have very high conviction in the small caps you own during this period. He has a little more cash than what he would usually have. Although cautious because of the seasonality, long term he is bullish.


Price: $0.020
Subject: SMALL CAPS
Bias: BULLISH
Owned: _N/A
2017-05-25 N/A A Comment -- General Comments From an Expert
A Commentary
Douglas Kee

Economy. Global growth expectations a year ago were probably a little higher, but if we get global growth of 3% we are doing pretty well. The US seems to struggle to get 2% growth, Canada is less than that, Europe, the UK and Japan have picked up again, over 2%. On the other hand, China seems to be slowing. Believes Canada is the best place to be invested in, because if your assets are in Canada, you will be spending money in Canada. At this point, he would gradually put money to work into the US market.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: _N/A
2017-05-25 COMMENT A Comment -- General Comments From an Expert
A Commentary
Douglas Kee

A top pick in a dividend paying oil stock for a long-term believer in oil? He has 2 stocks that he has as “adds” in his portfolio right now. Vermilion Energy (VET-T), which is a higher yielder, and Cenovus Energy (CVE-T), which is in the doghouse right now. Longer-term, he thinks that Cenovus is a good place to be. Another stock he would suggest would be Canadian Natural Resources (CNQ-T), which has a lot more free cash flow generation coming, and will probably be the fastest dividend grower over the next 2 to-3 years.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Unknown
2017-05-25 COMMENT Altagas Ltd
ALA-T
Douglas Kee

Hasn’t done well lately. Dividend yield of almost 7%. He expects them to increase the dividend this year by 6% or so. The stock is going sideways, because they are in the midst of doing a US acquisition, and the market doesn’t like it as it moves them more towards a utility.


Price: $30.410
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 BUY on WEAKNESS Algonquin Power & Utilities Corp
AQN-T
Douglas Kee

This has done a little better pricewise in the last 6 months or so. Made some acquisitions in the US that, in the longer-term, will work out well for them. Good yield.


Price: $13.770
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT AcuityAds Inc
AT-X
Peter Imhof

This has done well. Originally, he had thought it was a concept stock, but they’ve proved their concept is working. He is not ready to invest yet.


Price: $4.140
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Brookfield Asset Management (A)
BAM.A-T
Douglas Kee

A good company and is well-managed. Has a pretty good dividend growth record. The question mark on this more recently has been Brazil, but he is sure they will get through it okay.


Price: $50.870
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT BCE Inc.
BCE-T
Douglas Kee

For new clients, he would buy a half position on day one. Isn’t looking for big appreciation on this. It pays a good yield and they are increasing their dividend by about 5% a year. There is a lot of wireless growth, which is good for them.


Price: $60.890
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 COMMENT Grande West Transportation Group
BUS-X
Peter Imhof

He really likes the story. Their backlog for 2018 looks very strong, and the stock has moved up quite a bit. They just have to execute on all their orders, and you will be able to see how they do over the next several quarters.


Price: $2.950
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 COMMENT CCL Industries (B)
CCL.B-T
Douglas Kee

A dividend grower, but it doesn’t grow very quickly because the family that owns the A shares doesn’t really need the income. The stock has done very well.


Price: $309.450
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT Cineplex Inc
CGX-T
Douglas Kee

The movie business is still good, but it kind of depends on blockbuster shows coming out. However, they’ve gone into a lot of other things. They are doing a restaurant kind of thing as well as video play and arcade games. Dividend yield of 3.3%.


Price: $51.840
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Unknown
2017-05-25 COMMENT Chorus Aviation Inc
CHR-T
Douglas Kee

A little small for his portfolios, but it does have a decent yield. Their contract with Air Canada (AC-T) is until 2025. The 6.5% dividend yield on this is safe.


Price: $7.430
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT Corus Entertainment (B)
CJR.B-T
Douglas Kee

This company has lots of cash flow, but over time it is declining with the industry. If you don’t mind no capital appreciation, but having a good yield, stick with it. He wouldn’t be buying this.


Price: $13.180
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT Crescent Point Energy Corp
CPG-T
Douglas Kee

His outlook is that you are going to get oil trading at $50-$60, and just kind of grind higher over time as inventories decline. In the last quarter, they did some purchases of land, but also sold land to offset that. They have great land positions, but the market isn’t going to pay them for that right now.


Price: $12.260
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 COMMENT CRH Medical Corp.
CRH-T
Peter Imhof

This got up to $11-$12, where he thought it was a little ahead of itself. Markets were jittery and someone came out with a Short report, so a lot of Shorts piled on and the stock came off quite a bit. At the current value of around $8, it looks half decent. He is comfortable with management.


Price: $8.050
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 COMMENT Ceapro Inc.
CZO-X
Peter Imhof

A very high margin business. They do beta glucan that goes into Burt’s Bees, Aveeno etc. It is extracted from oats. This is a small component of a number of their products, but margins are very high. They were getting orders from a few companies in China, which ramped up their earnings. The last quarter wasn’t great. He still likes the company. It is going to be bumpy in terms of earnings.


Price: $1.020
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 DON'T BUY DHX Media
DHX.B-T
Peter Imhof

Just made a large acquisition of Strawberry Shortcake and Peanuts. In the last while, there has not been a lot of positive cash flow from the properties they have. A lot of their properties are older and are not the hottest, so they are trying to rejuvenate them. He is staying on the sidelines.


Price: $6.020
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Diversified Royalty Corp.
DIV-T
Peter Imhof

Payout ratio is more than 100%, but they sold one of their Alberta assets. They are looking to redeploy that cash from that, but for now they’re going to pay a little bit more than their actual cash flow numbers. Their dividend is quite high at about 8.5%, so people are worried about that. If you break up this company, you could get close to $3.


Price: $2.630
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 COMMENT Diamcor Mining Inc.
DMI-X
Peter Imhof

Would have expected them to be cash flow positive this past quarter, but they weren’t, but are ramping up nicely. However, rough diamond prices have come off quite a bit. This is a very, very cheap stock. He really likes the capital structure, it is only about $50 million market cap. Thinks they will start to ramp up and will start to see some cash flow and earnings. He is still quite bullish on this.


Price: $0.990
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 TOP PICK EnerCare Inc
ECI-T
Douglas Kee

A fairly conservative company. Water heaters and HVAC’s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year. (Analysts’ price target is $24.25.)


Price: $18.770
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 PAST TOP PICK Enbridge
ENB-T
Douglas Kee

(A Top Pick Jan 20/16. Up 37%.) A core position for him. Increased their dividend 15% last year and another 15% this year. Expects dividend increases of 10%-12% in the next 2-3 years. They made a big US acquisition, so they are participating more in the US infrastructure build.


Price: $52.970
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 PAST TOP PICK Espial Group
ESP-T
Peter Imhof

(A Top Pick May 12/16. Up 20%.) This has been in the news with a hedge fund trying to replace some people on the board. Feels there needs to be changes. The market cap is about 45% in cash. They have 2 companies that make up the majority of their revenue. He is hoping they can bring on some new customers.


Price: $2.490
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 DON'T BUY Flyht Aerospace Solutions
FLY-X
Peter Imhof

This is trying to improve black box flight recorder technology. Looking at the long-term chart, they haven’t gained a lot of traction. He doesn’t like to invest on hope, but prefers to see some results for several quarters first. This seems more like a lottery ticket.


Price: $0.240
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Freehold Royalties
FRU-T
Douglas Kee

A royalty company which goes up and down with oil prices. They increased their dividend this year. The 4.4% dividend yield is attractive.


Price: $13.610
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 PAST TOP PICK Firan Technology Group Corp.
FTG-T
Peter Imhof

(A Top Pick May 12/16. Up 70%.) Electronic circuit boards and display equipment. It looks like they are going to put up some good earnings this year. In 2018 they’ll be able to earn $.40 or so. The problem is, there is not much liquidity to it.


Price: $4.200
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 PAST TOP PICK Fortis Inc.
FTS-T
Douglas Kee

(A Top Pick Jan 20/16. Up 28%.) He is looking for a rate base growth of 5% a year, and a dividend growth comparable to that. They’ve done a great job of expanding into the US, which actually represents over 55% of their revenues.


Price: $44.250
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 COMMENT Knight Therapeutics
GUD-T
Peter Imhof

This is more of a cash shell, but also has some products. Excellent management team. One thing; this trades above cash, and he likes to trade at a discount to cash.


Price: $9.960
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Hudson Bay Co.
HBC-T
Douglas Kee

This is a retailer, and they’ve been buying more retail, but it is really a real estate play. The price could probably double if they flow out a REIT and realize value on the real estate side. They are losing money on the retail side now though.


Price: $10.060
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 HOLD Inter Pipeline
IPL-T
Douglas Kee

A good pipeline company. Although he doesn’t own this, he owns enough pipes in other companies. It has a good yield and it is a good dividend grower. 6% dividend yield.


Price: $26.760
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 HOLD Intrinsyc Software Inc
ITC-T
Peter Imhof

A technology play and he doesn’t know the story well. It looks like they were putting up some very good earning numbers for several quarters in a row, however the recent quarter was not very strong. There may be some weakness in the coming quarter, but it looks like the back half of the year will be coming on strong because of some new customers.


Price: $2.020
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Loblaw Companies Ltd
L-T
Douglas Kee

A low yielder, but have increased the dividend recently. They’ve done a good job of putting food retailing and Shoppers Drug stores together. It is a slow business. Typically, food retailers do well when there is food inflation.


Price: $75.990
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Unknown
2017-05-25 COMMENT Lite Access Technologies
LTE-X
Peter Imhof

They are doing distinctive infrastructure, where they are digging trenches to get that last mile to the home. They are doing this in the UK, and have a large contract with one company. He really likes the story, but is waiting to see some revenues and earnings drop to the bottom line over the next few quarters. Has a small position, waiting to see if they can improve their concept out over the next couple of quarters.


Price: $2.410
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 HOLD Magellan Aerospa
MAL-T
Peter Imhof

He really likes this company. The multiple is very low. When he recommended it in the past, it was about 10X earnings. You only have to get a couple of multiple readings above that to get a much, much higher stock price. Last quarter wasn’t great, but thinks the cash flow generation is still there. The problem is that it is very illiquid, so for individuals it is a good one to own, but for institutions it is difficult.


Price: $21.000
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Manulife Financial
MFC-T
Douglas Kee

He likes this company. There was a run up last year on the anticipation of higher interest rates and inflation coming back. That didn’t happen, so the stock has calmed down. Earnings are being reported, and they are good and solid. ROE of about 11%-12%. He likes this longer-term, because it is capital market intensive as well as their growth in Asia.


Price: $23.690
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 COMMENT National Bank of Canada
NA-T
Douglas Kee

The dividend is certainly secure, and he would expect it to go up 6%-7%. They are expanding out West. This bank is fine.


Price: $53.140
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT Noranda Income Fund
NIF.UN-T
Douglas Kee

They had to eliminate their dividend, and the stock has come off. Believes there is still a strike going on, so this company is struggling.


Price: $1.450
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 COMMENT Northland Power Inc
NPI-T
Douglas Kee

This is basically going sideways, although down a little recently. Reported earnings a couple of weeks ago were fine. They have 2 projects in Europe. One is on and the other will be fully on by the end of 2018. They announced they were doing a strategic review, and the hope was that there would be an announcement made when their earnings came out. They haven’t raised their dividend in the last 5 years, and with this new cash flow they are getting out of the European projects, he would expect that, if they are not selling the company, they will raise the dividend sometime this year. 4.6% dividend yield.


Price: $23.510
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 TOP PICK Photon Control
PHO-X
Peter Imhof

A technology company that works in the semiconductor space doing etching. (Only 1 analyst follows.) Has a pristine balance sheet. 25% of the market cap is in cash. Has a good backlog over the next number of quarters. Reporting in about a week or so, and expects them to have an all-time record of top line revenue. (Analysts’ price target is $2.)


Price: $1.400
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 DON'T BUY Painted Pony Energy
PONY-T
Peter Imhof

When companies tell us they have great assets, and then go out and buy something else, he wonders why they have to do that. The company is in the penalty box.


Price: $5.260
Subject: SMALL CAPS
Bias: BULLISH
Owned: Unknown
2017-05-25 TOP PICK Pembina Pipeline Corp
PPL-T
Douglas Kee

He likes this because of their potential acquisition of Veresen (VSN-T), which will give them some run room and better diversification in the US. There is $20 billion of potential projects out there. Dividend yield of 4.7%. (Analysts’ price target is $50.)


Price: $43.710
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 HOLD Power Financial Corp
PWF-T
Douglas Kee

A well-managed holding company, with holdings in Great West Life and Investors Group. He would prefer to buy those separately. Longer-term, insurance is a good business to be in.


Price: $32.170
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: No
2017-05-25 PAST TOP PICK Parex Resources Inc.
PXT-T
Peter Imhof

(A Top Pick May 12/16. Up 22%.) He really likes management. Started out, 5-6 years ago, with 5000 BOE of production. In the recent quarter, they produced 32,500 and their NETBACKS increased quite a bit. There have been 8 consecutive quarters where their transportation costs have gone down. It is one of the only oil/gas companies that has cash on the balance sheet. They increase their production through cash flows, which is a great indication of how they’ve been able to build the NAV. He still likes this.


Price: $16.460
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 COMMENT Real Matters Inc.
REAL-T
Peter Imhof

This does mortgage appraisal, with 90% of revenues coming from the US. They’ve done a great job in terms of signing up a lot of the larger US banks. They just went public this month. He really likes the story. If you have a long-term perspective, he thinks the company is going to do extremely well. You just have to be patient in terms of them getting market share.


Price: $12.850
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 TOP PICK Pure Multi-Family REIT LP
RUF.U-X
Peter Imhof

A multifamily REIT of Class A rentals in the US in the Sunbelt. The majority of assets are in Texas, one of the fastest-growing states in the US. Rental prices have been going up. Recently announced a couple of acquisitions in Arizona. Good management. Dividend yield of 5.4%. (Analysts’ price target is $7.25.)


Price: $7.050
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 DON'T BUY Sherritt International Corp.
S-T
Peter Imhof

Hasn’t followed this closely over the past couple of months, but did do a lot of work on it 6 months ago. Had a lot of debt they were trying to get rid of, at which time the multiple would expand. That has happened, but the stock really didn’t react the way people expected. He would stay on the sidelines.


Price: $0.800
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Sherritt International Corp.
S-T
Douglas Kee

A nickel producer in Cuba and Madagascar. They’ve renegotiated their position in Madagascar and have gone from 40% ownership to 12% of equity and debt. Their balance sheet is now in much better shape. It is fully expected this will be completed by the end of June. It will leave them with 2 nickel projects. About $3.50 nickel would be their breakeven, and it is currently trading at $4.15. They really need higher nickel prices. They can survive, because they have cash in the bank and cash from these projects.


Price: $0.800
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 COMMENT Savaria Corp
SIS-T
Peter Imhof

He likes the story. They do chair lifts, etc. for people who want to stay in their homes. The multiple is getting quite stretched. Raised some money and then did an acquisition. Thinks the acquisition is going to be highly accretive and make it a much bigger company. Likes management.


Price: $16.840
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 COMMENT Spartan Energy Corp
SPE-T
Peter Imhof

This was a market darling for quite a while. All the energy names have come down quite a bit. This company is still performing well in terms of their net back. He was buying this below $3.


Price: $2.230
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-25 HOLD Telus Corp
T-T
Douglas Kee

This has been a great dividend grower, but the dividend growth may moderate somewhat over the next couple of years, but will still be 5% or so. A good Hold longer-term. Dividend yield of 4.3%.


Price: $46.020
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 PAST TOP PICK Toronto Dominion
TD-T
Douglas Kee

(A Top Pick Jan 20/16. Up 36%.) He likes their exposure to the US. They’ve done a lot of work in the last couple of years cutting costs and building their brand in the US.


Price: $64.010
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 TOP PICK Toronto Dominion
TD-T
Douglas Kee

This is big in Canada as well as in the US. Feels there is good growth potential in the US with a better US economy, and interest rates rising faster. Earnings came out today and they were very good. Dividend yield of 3.8%. (Analysts’ price target is $70.)


Price: $64.010
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2017-05-25 COMMENT Trevali Mining Corp
TV-T
Peter Imhof

One of the only pure play zinc producers. He doesn’t like some of the assets. Thinks they had some problems in this recent quarter. He does like the story, but would be looking for a lower entry point. Zinc can be very volatile and very niche. You have to have a long-term belief in the price of zinc. He would like it at around $1.05 or so.


Price: $1.180
Subject: SMALL CAPS
Bias: BULLISH
Owned: No
2017-05-25 COMMENT Wi-Lan Inc.
WIN-T
Peter Imhof

This still has its patent litigation, but has now deployed some capital into buying a couple of other companies. It is going to become a holding company. Recently bought International Road Dynamics and one other company. Thinks they are trying to transform the company, so there will probably be a turnover in terms of shareholders. There will probably be a discount to the sum of its parts.


Price: $1.880
Subject: SMALL CAPS
Bias: BULLISH
Owned: Unknown
2017-05-25 TOP PICK Yangarra Resources
YGR-T
Peter Imhof

The company was producing 2900 BOE’s in December, which went to 4000 in February. They are now producing 6000. Even though the stock has gone up a ton, the valuation has remained the same because cash flow generation and production has gone up as much, if not more, than the valuation. In the last quarter, they recorded $.13 in cash flow, which is up 200%, versus last year. Probably going to do $.55 in cash flow this year, so it is still not expensive. (Analysts’ price target is $4.)


Price: $3.310
Subject: SMALL CAPS
Bias: BULLISH
Owned: Yes
2017-05-24 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Economy. Global growth is still there, but is starting to plateau. Positive global growth is good for commodities. There has been a good deal of growth in 2016, plateauing a bit in 2017. A “steady as she goes” market, and a “steady as she goes” economy. He is not expecting any wild swings up or down. Oil is trading in a range, anywhere from $45-$55 is a good range.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-05-24 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

US Treasury Bonds? These are viewed as one of the safest things in the world. Any time there is market uncertainty, there is usually a flock to US Treasury Bonds. The demand is there, which is why you see yields come down from the 2.5%-2.6% level to where they are now. He views that as being a bit overdone.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-05-24 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Madden

Market. The big Canadian banks are reporting this week. Bank of Montréal (BMO-T) came out with its 2nd quarter numbers today and it was a miss. Their US business was the biggest drag and you could be concerned that the other banks affiliated with the US, will have the same problem. However, they all have different mixes by both geography and line of business. Toronto Dominion (TD-T) has a slightly different business mix, with more consumer lending exposure, as does the Royal Bank (RY-T). He is not expecting huge surprises from any of them. The market expectations are running pretty hot for at least 6 months, if not a 9 month extension by OPEC on the 1st cuts that they agreed to back in November.


Price: $0.020
Subject: CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias: UNKNOWN
Owned: _N/A
2017-05-24 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Madden

Canadian fixed income with US raising interest rates? Interest rates are very, very low, so anyone seeking income are hard-pressed to find competitive income. fixed income serves a dual purpose in a portfolio. First and foremost, it has to be the bedrock and the bastion of capital preservation. Secondly, you use it to generate current income. You have to walk a narrow path, because a spike in interest rates will derail return on your profile. On the other hand, having poor credit risks will also create problems. His solution would be to own high-quality investment corporate credit and keep your duration in a 2-7 year timeframe.


Price: $0.020
Subject: CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias: UNKNOWN
Owned: _N/A
2017-05-24 COMMENT AGT Food & Ingredients
AGT-T
Brian Madden

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.


Price: $26.190
Subject: CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias: UNKNOWN
Owned: No
2017-05-24 TOP PICK Altagas Ltd
ALA-T
Zachary Curry

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.


Price: $30.590
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
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