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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-20 N/A A Comment -- General Comments From an Expert
A Commentary
Veronika Hirsch

Markets. Because this is such a slow recovery, she thinks it is going to be much longer than what we are used to, so she is not really concerned. Seasonality is not great as we have had lots of corrections in past Sept/Oct. Geopolitical events correct markets, but for really, really short durations. We are still more sensitive, since 2008, to financial events as opposed to geopolitical events. Central bank leaders have suggested that increases in interest-rats is going to be slow, so people are not really worried.


Price: $0.020
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: _N/A
2014-08-20 N/A A Comment -- General Comments From an Expert
A Commentary
Gordon Reid

Markets. We haven’t had a meaningful correction since the fall of 2012. What we have just gone through over the last few weeks is what we have seen numerous times, 3%-5% corrections and everybody expecting it to be the big one. There is so much liquidity on the sidelines that people are stepping in when they get any opportunity. It will end someday, but none of us really know when. Looking at investors sentiments, there is still fear in the environment. For example, bond buying still trumps equity buying, which is quite surprising to many people. Statistics show that there are more aggregate dollars purchasing bonds than equities, and he thinks that is a very good thing. He would look to industrials, technology and healthcare as being areas that have the wind at their back, in terms of natural or organic growth.


Price: $0.020
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: _N/A
2014-08-20 N/A A Comment -- General Comments From an Expert
A Commentary
Gordon Reid

Shorts. When you see a high short position on a security, 1) what is a High Short position and 2) how does that affect your view of the investment? A High Short position is generally an opportunity, because you have buying powers. If the company does well, then those shorts have to be covered, which is fuel for higher prices. You make your decision and then you live or die by it.


Price: $0.020
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: _N/A
2014-08-20 BUY Apple
AAPL-Q
Gordon Reid

He has been a long time holder of this stock. Even though it is at an all-time high, if you look at the fundamentals it is not expensive. They are spinning off a tremendous amount of cash. Post Steve Jobs they have done a 180 in terms of capital allocation. Very, very shareholder friendly by buying back shares at a rate of about 6% float per year. This is an all round good investment.


Price: $100.570
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 SELL AbbVie Inc.
ABBV-N
Gordon Reid

(Market Call Minute.) This is a spin off from Abbott Labs (ABT-N). What concerns him is that they own Humera, a great drug, but it is coming off patent in 2016 and represents about 65% of their business.


Price: $55.060
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 DON'T BUY Barrick Gold
ABX-T
Veronika Hirsch

Gold has come back from last year’s death. She still thinks it is probably bottoming here and you are not going to see a huge amount of movement. There has been so much geopolitical turmoil and yet gold hasn’t really responded much. This company is not her favourite. It is large and has been restructuring and will probably spend another year restructuring. If you need to own gold, she would go into something smaller.


Price: $20.540
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 PAST TOP PICK AutoCanada Inc.
ACQ-T
Veronika Hirsch

(A Top Pick Sept 27/13. Up 93.95%.) Recently had a dip, which is really unjustified. The bottom line missed by a few pennies, because they had made 8 acquisitions in the last quarter. Historically they make about 1 or 2 a year. Therefore SG&A (?) costs were higher with 8 acquisitions. Legal and accounting costs will be higher. She would overweight the stock in a portfolio as she has huge expectations for it.


Price: $71.500
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 PAST TOP PICK Alaris Royalty
AD-T
Veronika Hirsch

(A Top Pick Sept 27/13. Down 5.52%.) Made an acquisition of a company that serviced and installed Sears products, which declared difficulty shortly after. Because of that, she sold her holdings.


Price: $32.780
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 TOP PICK Aegion Corp
AEGN-Q
Gordon Reid

They have a technology for coating/protecting pipes. Trading at about 15X earnings. Management is very excited about their book building. Have quite a backlog. He thinks earnings will accelerate in the future, which would drive the stock price higher.


Price: $24.320
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY Altagas Ltd
ALA-T
Veronika Hirsch

A stock issue was oversubscribed, which is why they stock price increased to the $51 level. Announced a deal with Painted Pony (PPY-T) that gives Altagas the right to market their gas from the Montney play. This whole sector has been really, really hot. You have high dividend yields and good growth. She is reluctant to recommend it as the valuations are high. 3.9% dividend yield. A good, long-term story.


Price: $52.000
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY Alere Inc
ALR-N
Gordon Reid

(Market Call Minute.) Just recently had slightly disappointing earnings, but they are concentrating more on the professional market. 


Price: $34.810
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 TOP PICK Alimentation Couche-Tard (B)
ATD.B-T
Veronika Hirsch

Rumoured to be interested in acquiring China’s Sinopec, but it would be a very odd thing for them to do. They are conservative acquisitors. They do have an acquisition strategy, which they have been employing, and which seems to be paying off. Last year they entered Europe, and from what she understands, are now going to consolidate in Northern Europe. They are not crazy about Southern Europe. This should allow for many more years of growth. Yield of 0.52%.


Price: $30.940
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT Avigilon Corp
AVO-T
Veronika Hirsch

Has dropped sharply since the release of results. The CEO’s focus is on growth at the expense of profit, ramping up huge expenses. To be fair, management has been going around for the last couple of quarters, saying “we are investing in a business and we want to capture growth while our offering is unique and while we don’t have competition”. Margins did come under pressure, probably a little more than even she would have expected. Also, the Cdn$ having increased in the last quarter, is probably more negative for them than any other companies that she covers. They hardly have any sales in Canada. Stock is inexpensive and they did have 66% revenue growth.


Price: $18.500
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-20 COMMENT Bank of America
BAC-N
Gordon Reid

There is really no catalyst. Loan growth is picking up a little bit, but margins and the net interest margin, because of the flat yield curve, just isn’t there. They keep getting fined and you wonder when it is going to end. He has been looking at this, but just hasn’t pulled the trigger. There will be a time in the cycle when banks will start to do well and there will be some good upside. His choice in banks, after doing his research, is more in Citigroup (C-N) because they are more behind the curve which gives him more opportunity.


Price: $15.520
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 BUY Badger Daylighting
BAD-T
Veronika Hirsch

Had disappointed in their last quarter, so there is a correction happening. Margins had suffered. Their growth has been phenomenal and they have had to hire more people, so training costs have gone up. The company has announced that they are going to go from 5 trucks to 4 trucks in manufacturing. A lot of people interpreted it as deceleration of growth. Her interpretation of cutting back on production would be that they want to catch up. Three years down the road they are going to be back to 5 or 7 trucks a week. Doesn’t feel the stock is going to go anywhere in the next quarter, because you have to see that the margins have been improving and you won’t see that until the next 2 quarters. During this time, you have ample time to Buy the stock.


Price: $29.040
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 PAST TOP PICK Boyd Group Income Fund
BYD.UN-T
Veronika Hirsch

(A Top Pick Sept 27/13. Up 66.24%.) Still loves this. One of the few high-growth companies that didn’t disappoint on the bottom line. Renegotiated the deal on paint supplying, so you can expect better margins for the next few quarters as the cheaper paint supply gets through to their bottom line.


Price: $46.620
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 TOP PICK CCL Industries (B)
CCL.B-T
Veronika Hirsch

Historically this company had been missing their quarters, but now are growing by acquisition. Concentrating on labels that are high quality ones where there’s not too much competition. This would be into wines, pharmaceuticals and much higher design and colours, etc. yield of 1.04%.


Price: $117.010
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 HOLD Canadian Imperial Bank of Commerce
CM-T
Veronika Hirsch

Banks have been really good. Valuations are fair. This is not her favourite bank, but switching to another bank is not worth it.


Price: $104.150
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 SELL Cisco
CSCO-Q
Gordon Reid

(Market Call Minute.) A slow growth business and not doing well on their main business of routers and switches.


Price: $24.710
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 TOP PICK Dana Holding
DAN-N
Gordon Reid

Auto parts. The auto industry is continuing to recover and thinks they will do well into the future. Have a broad cut-out of very good customers. Coming out with products that, from a technology standpoint, are better. They are lighter, which has implications from a fuel economy standpoint. Trading at a nice multiple and it has growth opportunity.


Price: $23.850
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY DuPont
DD-N
Gordon Reid

(Market Call Minute.) Slightly disappointing numbers on the agriculture seed side of their business. They are really a new technology type of seed company.


Price: $66.220
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT DHX Media
DHX-T
Veronika Hirsch

Growth has been phenomenal. It fits into the theme that she likes, i.e., growth by acquisition. Because we are in a slow growth environment, she loves companies that are making acquisitions. This has been a phenomenal example. She feels the company will sell themselves at the peak of the cycle.


Price: $7.440
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY Easyhome
EH-T
Veronika Hirsch

It used to lend out furniture, and that sort of came to an end. Now it is into a new business of making loans. There are a couple of companies exiting that business, so they are capturing that market share. She wouldn’t own a huge chunk of the stock, but she loves the growth. Over the next couple of quarters, they can capture a lot of the market share.


Price: $24.400
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT Facebook
FB-Q
Gordon Reid

Looking very interesting. 1.35 billion active users and 1.4 million advertisers. They are becoming more than what we saw them as, a social media, and are really getting a lot of traction on the advertising side. Looks like they could be another Google (GOOGL-Q) so there is good opportunity. The downside is that they are trading at $75 and have $1.50 in earnings, so the multiple is extreme. With these situations, you generally see companies growing into their earnings. Watching it carefully.


Price: $74.810
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 COMMENT General Electric
GE-N
Gordon Reid

General Electric (GE-N) or United Technologies (UTX-N)? In terms of a structured business plan, UTX is a little further ahead. However, for the past 10-15 years, GE has been quietly reorganizing and making good strides. Reducing their exposure to the financial side which cause them so much trouble in 2008. They are also trying to get out of the appliance side. This would leave them as a true industrial. (See Past Picks.)


Price: $26.360
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 PAST TOP PICK General Electric
GE-N
Gordon Reid

(A Top Pick Aug 20/13. Up 14.81%.) (See comments under GE-N.)


Price: $26.360
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT General Motors Corporation
GM-N
Gordon Reid

Thinks this is a good opportunity. Expect we will see the run rate for production go from 16.5 million units up to 18-18.5 million before the cycle ends. There is good opportunity in Europe. Comparing this to Ford (F-N) the fundamentals are similar with Ford having a little more exposure to Europe. GM has the overhang of recalls while Ford doesn’t. Expects that 3-4 years from now they will both have done reasonably well.


Price: $34.530
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Unknown
2014-08-20 COMMENT Home Depot
HD-N
Gordon Reid

Great management team. A wonderful place to sit and allow the housing recovery to mature. Very pleased with their earnings.


Price: $90.750
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 SELL JP Morgan Chase & Co
JPM-N
Gordon Reid

(Market Call Minute.) He is just not ready to get into the money centre banks.


Price: $57.640
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 BUY on WEAKNESS Keyera Corp
KEY-T
Veronika Hirsch

The stock has taken off after it reported last quarter. They had one of the best beats in a sector by far. This is one of her favourites. She would wait for a pullback, but she can’t guarantee that there will be one.


Price: $95.960
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 DON'T BUY Kraft Foods Group
KRFT-Q
Gordon Reid

Historically these types of companies have paid out a good amount of their retained earnings in the form of dividends. What concerns him about this company is that with the split, this company got left with the slow growth, stodgy part of the business, and Mondelez (MDLZ-Q) got all the sugar stuff. This is trading at around 18 times which seems a little pricey to him for quite a slow growth situation.


Price: $57.080
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 TOP PICK Linamar Corp
LNR-T
Veronika Hirsch

Like this company because they have been beating their quarters. They supply parts for power trains. Every car manufacturer has to be upgraded in power trains because of all the mandated fuel efficiency requirements. This is huge in Europe and the US and will obviously be huge in Asia as well. Also, has the Skyjack division, which works well for the late cycle as it is in the industrial sector. Yield of 0.63%.


Price: $64.100
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT Qualcomm
QCOM-Q
Gordon Reid

He is concerned about their situation in China, which involves some providers not honouring the licensee agreement and paying the royalties. This of course is their bread-and-butter. He has looked at other similar situations with this company, and it seems there have always been negotiated resolutions. The real risk is if it becomes more of a trend than a one off. He is watching this very carefully.


Price: $76.439
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 DON'T BUY Transocean Inc.
RIG-N
Gordon Reid

When looking at drillers, you have to ask about utilization rates. You also have to look at day rates, how much they’re getting for their rigs. The whole industry has been in a bit of a downward trend and he thinks it has gone too far. It is sort of built on the fact that it is very, very costly to do offshore drilling and we have greater and greater opportunities for energy recovery on land based facilities. There will be an opportunity for these companies. His favourite is Ensco (ESV-N), which has the youngest fleet. Also, they made a very strategic buy of Pride at the depths of the last cycle. Because they have the youngest fleet, the utilization rates tend to be higher because they are not in dry dock for repairs as often. Trades at about 10X. Pays a 5.9% dividend. 


Price: $38.720
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 COMMENT Royal Bank
RY-T
Veronika Hirsch

Does a larger market capitalization over a smaller bank slow its growth? Generally that is correct. The larger the company, the harder it is to generate growth, but in banking it is not necessarily a huge detriment. In fact, people feel more comfortable with larger financial institutions. She likes this banks mix of business better than other banks.


Price: $81.600
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 HOLD Saputo Inc.
SAP-T
Veronika Hirsch

This fits perfectly into her “growth by acquisition” theme and they have been very good historically at making accretive acquisitions. This is in the food sector, so it is not cyclical. Not cheap. Until they make another big acquisition, you’re probably not going to see a huge move in the stock. If this had a 10%-15% pullback, she would probably buy it.


Price: $65.710
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 BUY Stella-Jones Inc.
SJ-T
Veronika Hirsch

She loves this company. Great management. It fits into the infrastructure theme where a lot of the rail ties have to be replaced. Rail traffic has been increasing. Last quarter was a little weaker, because the cost of treated wood rose. The stock market did not react to it. Next quarter also might not be fantastic. Growth for the next couple of years is fantastic. They also grow by tuck in acquisitions.


Price: $31.300
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-20 DON'T BUY Telus Corp
T-T
Veronika Hirsch

We have had issues in Canada on telecoms, with the government looking like they want a 4th player, which doesn’t make a lot of sense. At this point, you don’t know exactly how the government will interfere or what they will mandate for the incumbents to be doing. Not her favourite sector, but this is the best one of the lot.


Price: $38.680
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 HOLD Teck Resources Ltd. (B)
TCK.B-T
Veronika Hirsch

On the Canadian scene, this has been suffering more than others because a large percentage of their sales is in coal, which has been under pressure. She would assume that the coal price has bottomed. Realize that the resource sector, especially mining, is generally a late cycle sector. As we are getting towards the late cycle, you are probably okay to own this, but please don’t forget to Sell when you are at the top of the cycle.


Price: $25.500
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-20 PAST TOP PICK Tenneco Inc.
TEN-N
Gordon Reid

(A Top Pick Aug 20/13. Up 37.33%.) 15X earnings for a company doing what they are doing, is not excessive. Thinks there is more opportunity and organic growth and multiple revision.


Price: $65.230
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 DON'T BUY Trans Canada Corp
TRP-T
Veronika Hirsch

This is her least favourite pipeline. Doesn't feel there is any more money to be made in the stock over the next year.


Price: $57.000
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 TOP PICK Time Warner Inc
TWX-N
Gordon Reid

Up 33% in the last year. This has long term great opportunities. He is happy with this one long-term. Stock will trade over $100.


Price: $77.020
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT United Parcel Services
UPS-N
Gordon Reid

An interesting company because it really is a proxy on the economy. It is about 60% domestically based and tends to be more ground than air versus FedEx (FDX-N). What bothers him a little bit is the multiple. It is trading at 19-19.5 times earnings. It just doesn’t seem to have a lot of upside from that standpoint, and some risk that it might fall back to a normalized trend in the 15-16 range.


Price: $98.800
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 COMMENT United Technologies
UTX-N
Gordon Reid

General Electric (GE-N) or United Technologies (UTX-N)? In terms of a structured business plan, this company is a little further ahead. They own Carrier, Otis and Pratt & Whitney. A few years ago they acquired Goodrich. Very good management team.


Price: $109.710
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY Verizon Communications
VZ-N
Gordon Reid

This represents an interesting opportunity. The catalyst is really the purchase of the share of the wireless opportunity that Vodafone (VOD-Q) controlled. This was accretive right from the get-go. They are growing their earnings at a fairly good pace in industry that generally does not have rapid growth. Trading at a reasonable multiple. The dividend is a very attractive lure to an entry and this dividend will have growth. With the debt loads that they carry, any increase in interest rates will be a negative to the industry. 4.3% dividend.


Price: $48.820
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Unknown
2014-08-20 PAST TOP PICK Walgreen Co
WAG-N
Gordon Reid

(A Top Pick Aug 20/13. Up 29.71%.) Stock fell precipitously about 2 weeks ago, on the news they were not going to do a tax inversion. Had bought a minority interest in Allied Bootes, a UK drugstore chain. Had an option on the rest of it which they exercised and announced they were moving their headquarters to Switzerland. This is a tax inversion. He was surprised that it sold off as much as it did. A good opportunity to move into this negativity. Long-term, great company.


Price: $62.000
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 HOLD Wellpont Health Networks
WLP-N
Gordon Reid

Changed management a little and got a little bit more and better control of their medical costs. Was trading at a very depressed multiple of 10X earnings but is still good value at 13X earnings. 1.5% dividend yield.


Price: $113.070
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 SELL Exxon Mobil
XOM-N
Gordon Reid

(Market Call Minute.) There are better places to be in the energy market. Too broad-based.


Price: $99.700
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-19 N/A A Comment -- General Comments From an Expert
A Commentary
Christine Poole

Markets.  Seeing revision upward for earnings for the balance of the year.  Corporate balance sheets are healthy.  There was a small pullback over the last couple of weeks and that was healthy.  We might go sideways for a while.  The biggest risk is geopolitical.  Figures show economies are still expanding.  There is no recession coming.  Energy had a spike up when things were tense in the Ukraine and Russia, but now things have relaxed somewhat.  She likes Canadian banks, expecting modest earnings growth and dividend growth.  They have had a nice run so maybe they stay flat for a short while.  She wants some exposure to US financials, but that is just for exposure to the US economy. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on NORTH AMERICAN ECONOMY
Owned: _N/A
2014-08-19 N/A A Comment -- General Comments From an Expert
A Commentary
Keith Richards

Markets. The volatility index VIX is a tool, just a tool. You can see sentiment in the market through volatility, i.e., how afraid people are of the market or how bullish they are. When this index is very low, it means people are pretty confident about the market. That might suggest that when people are a little too confident, maybe there is some volatility coming. Although the VIX is low, there has been a lot of movement in this low band. The chart shows that the general trend in volatility from 2009 has been generally down. However, from 2013 on, the band of volatility has been very tight. To him this means the market is expecting good times to continue, but that is often a sign that people are a little too complacent. At the beginning of this month, the VIX was very low at around 10 which created a bit of a selloff. He has about 24%-25% cash sitting on the sidelines to take advantage of this volatility and he can move in and out of stocks.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: _N/A
2014-08-19 DON'T BUY AutoCanada Inc.
ACQ-T
Christine Poole

It is a roll up story.  Management team is presumed to be quite good.  Stock trades at a high multiple.  Acquisition growth is priced into the stock.  It most recently stumbled, probably due to a quarterly report that missed on some metric.  With no organic growth, if they stumble the stock is hit.  She would not buy this type of company.  She would prefer an auto parts manufacturer like Magna in this sector.


Price: $71.640
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US ECONOMY
Owned: No
2014-08-19 COMMENT Alaris Royalty
AD-T
Keith Richards

Chart shows a long-term upward trend line that broke down in the latter part of 2013 with a pretty sharp correction. However it consolidated early this year. Also had 2 higher lows. This looks like a turnaround.


Price: $32.480
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2014-08-19 HOLD Agrium
AGU-T
Christine Poole

It is her pick in the Agriculture space.  Likes the outlook for this industry.  She has a positive long term secular view on the industry.  She would continue to hold it.  Decent dividend of 3.2%.


Price: $101.790
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on NORTH AMERICAN ECONOMY
Owned: Yes
2014-08-19 BUY Alimentation Couche-Tard (B)
ATD.B-T
Keith Richards

The long-term chart is in an upward move. Buy when it pulls back to the trendline. Looks great.


Price: $31.330
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2014-08-19 DON'T BUY Avigilon Corp
AVO-T
Keith Richards

Reported quite a bit short of what the analysts wanted to see. When this happens, he looks at this as an excuse to sell.


Price: $18.390
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2014-08-19 DON'T BUY Bank of America
BAC-N
Christine Poole

Wells Fargo is the only US banks she holds.  BAC had credit quality issues, miscalculated capital ratios and Fed had to tell them they could not buy back stock.  She prefers Wells, not BAC, where the dividend is minimal.


Price: $15.450
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US ECONOMY
Owned: No
2014-08-19 COMMENT Bank of America
BAC-N
Keith Richards

The Up trendline, which has been in place since 2012, seems to be breaking down and seems to be consolidating. Technically it is reasonably safe. There are other stocks that he would rather be in, but this is not a disaster story.


Price: $15.450
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2014-08-19 SELL BlackBerry
BB-T
Christine Poole

(Market Call Minute) The easy stuff has been done – the cost cutting.  We would actually have to see some execution.


Price: $10.770
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-08-19 COMMENT Bellatrix Exploration Ltd.
BXE-T
Keith Richards

Chart shows a nice long consolidation from early 2011 and then broke out in 2013. On the short-term basis, the stock has pulled back but is trying to rebound.


Price: $8.730
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2014-08-19 COMMENT CAE Inc
CAE-T
Keith Richards

He had bought the stock at $11 and it did what he wanted. However, it started to break down early this year. Earnings came out recently, and they weren’t bad. However, the guidance was kind of mediocre. Because of this, he sold his holdings.


Price: $13.360
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
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