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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
2017-01-20 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Simpson, CFA

Dividends split companies? These will basically have a capital stock that doesn’t pay a dividend, and another piece that pays a dividend. They arrange this by using leverage, and usually invest in underlying entities that pay a dividend or generates cash flow. Depending on what you are invested in and how much leverage there is, and how the market performs, that is really going to determine how the split share does.


Price: $0.020
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: _N/A
2017-01-20 N/A A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Market. The secret on seasonality is that you Buy on the rumour and Sell on the news. Historically, during the first 4 months after a president is elected, the market has a tendency to reach a fairly important short-term peak right around inaugural day. After that, it tends to go sideways for a time. Once you get your executives into power and Congress starts to do things, then the market moves higher. Historically, the Canadian market has done very well from approximately the beginning of December right through until February of each year, and there is good reason to believe that that is going to happen again this year. There is good reason to believe that 4th quarter earnings by Canadian companies are going to be very strong. In fact, the top 60 companies in Canada are expected to show a gain of 8.3% on a year-over-year basis. By the end of the year, markets will be significantly higher.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2017-01-20 COMMENT Air Canada (B)
AC-T
Don Vialoux

The seasonality for this depends upon when they are using their planes most frequently. That would be Christmas time and summertime. The chart shows this is currently in an upward trend. It has been lagging a little relative to the market during the last 2-3 weeks, but that is not unusual. If you own the stock, you may want to wait until the next period of seasonal strength, around March, for a seasonal trade right through until June.


Price: $13.570
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 HOLD Agrium
AGU-T
Don Vialoux

This is involved in the merger with Potash (POT-T) right now, which will have an impact on pricing for the next little while. Seasonally, the stock has done well from around the beginning of October right through until the 2nd week of February. However, the merger is going to have a greater impact on the stock, one way or another. The period of seasonal strength ends in the middle of February, so it has about another 3 weeks to go.


Price: $140.150
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT American International Group
AIG-N
Don Vialoux

Basically a financial services company. Historically the US financial service sector starts to get positive on a seasonal basis in the 3rd week in January. It usually goes higher until around the end of April. Currently, the stock has already gone above a key resistance level. The trend is on the upside already. You have all the requirements for an interesting seasonal trade right through until around the beginning of May.


Price: $66.540
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Aimia
AIM-T
Michael Simpson, CFA

The former Aeroplan, originally in Canada and diversified to other countries. The CEO is taking a 4 months medical leave. He has concerns about growth going forward as well as debt levels. Dividend yield of about 9.3%.


Price: $8.490
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 PAST TOP PICK Altagas Ltd
ALA-T
Michael Simpson, CFA

(A Top Pick Jan 22/16. Up 9.17%.) This has energy and infrastructure. Mid-streaming was their original business. Also, has power in Canada and the US as well as some regulated utilities. Very well-run. 6% dividend yield.


Price: $32.430
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Altagas Ltd
ALA-T
Don Vialoux

Technically, this has been in a trading range for almost 18 months. This tells you it doesn’t have the momentum you would like to see for a seasonal trade. On a chart like this, wait until there are signs that there is positive momentum and positive performance relative to the market.


Price: $32.430
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Amazon.com
AMZN-Q
Don Vialoux

Seasonality on this is very different than the average retail merchandising US company. He is not even sure of the seasonality. Looking at the technicals, the stock is going in the right direction. The longer-term trend is on the upside. The shorter term trend is still even stronger to the upside. On a relative basis, the stock is very, very strong.


Price: $808.330
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 HOLD Aecon Group Inc
ARE-T
Don Vialoux

Seasonal strength appears to be from January through to May of each year, when things are being constructed. We are now just at the beginning of a period of seasonal strength. It’s currently in a trading range, so you want to wait until it breaks above that, but then you have a pretty good chance of seeing the stock test the previous high.


Price: $15.800
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Bank of America
BAC-N
Don Vialoux

Seasonally, the best time to own this is from right around now until approximately May of each year. Technically, the stock is in an upward trend, and testing its recent highs. It is outperforming the market and has positive momentum, and we are just about to enter the period of seasonal strength. It looks like an excellent opportunity to add more positions.


Price: $22.640
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 BUY Brookfield Asset Management (A)
BAM.A-T
Michael Simpson, CFA

A global asset manager, primarily focusing on 3 main areas; real estate, renewable power and infrastructure. There was concern earlier in the year about a backup in rates. Heavily invested in hard assets globally. They look for countries or areas that are undervalued, or companies that have a little problem so that they can buy them at a cheaper price, fix it up and realize the value. They also give regularly annual dividend increases.


Price: $46.010
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Brookfield Asset Management (A)
BAM.A-T
Don Vialoux

This starts its period of seasonal strength this week, and continues right through until the beginning of May each year. The chart shows this has been in a trading range for quite a period of time, with a slight upward trend. Once it breaks above the resistance level, then you can expect the stock to take another move on the upside.


Price: $46.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT BCE Inc.
BCE-T
Don Vialoux

During the last couple of weeks, he is starting to see interesting technical signs that the stock is starting to show some pretty good stuff. Yesterday it broke above a small trading range. Technically, he is starting to become more positive. On a seasonal basis, the stock normally does OK this time of year. The next couple of months is a good time to own this, but from a seasonal point of view, you may want to look at around the end of February for an opportunity to go into the more economically sensitive areas that will probably outperform this one.


Price: $58.930
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Brookfield Real Estate Services
BRE-T
Michael Simpson, CFA

We’ve had a fantastic Canadian real estate market for more than a decade. For the last 5 years, it has really been a story of Vancouver and Toronto. This company has a good model where they receive a royalty from their agents. There is a little concern that the number of agents may decline. Great company and great strong management, but not sure how long the residential real estate cycle can last. Dividend yield of 8.1%.


Price: $16.030
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 COMMENT Baytex Energy Corp
BTE-T
Michael Simpson, CFA

For many years this had a very conservative balance sheet, primarily in Western Canada. A few years ago they made an acquisition in Texas. His issue is that their debt levels are very high at 5X debt to cash flow. The dividend payout is at about 112%. He prefers names that have a better, stronger balance sheet.


Price: $5.410
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 TOP PICK CASH
CASH
Don Vialoux

There is a lot of uncertainty coming our way over the next 2-3 months, because of what is happening in the US. It could have an impact on Canada as well. It is nice to have some cash in the kitty just in case something should happen in the next 2-3 months with the new Trump president.


Price: $0.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2017-01-20 COMMENT Cargojet Inc
CJT-T
Michael Simpson, CFA

Facilitates cargo transportation across Canada, mostly at night. There are rules in Canada as to what the large US companies can do. If you want something to go from Toronto to Vancouver, it will be this company that will probably do it. They have grown their business with UPS, and have one business with Canada Post. An excellent company and well-run.


Price: $47.460
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Canadian National R.R.
CNR-T
Michael Simpson, CFA

The best rail in North America. Lowest operating ratio and generates a lot of free cash flow. Very customer focused. It continues having good growth. They don’t haul a lot of coal or oil, but incrementally that could be positive. He expects them to continue giving best class execution and continued dividend growth.


Price: $93.450
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Chartwell Seniors Housing
CSH.UN-T
Michael Simpson, CFA

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. This has been around for a long time. They had US operations, but sold them. Very focused on different levels of care, independent, semi-independent and full care. If he had to buy one, it would be this one.


Price: $14.540
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 HOLD Corby Spirit and Wine (B)
CSW.B-T
Don Vialoux

He doesn’t know the seasonality on this, but the technicals show that it has been in an upward trend for quite a period of time. During the last little while, it has been in a trading range between around $19 and $22. It is not unusual for a lot of stocks in the consumer staples sector to have this kind of a pattern. You want to be a buyer of the stock on any kind of weakness close to support, which in this case is around $20. This is for the possibility of a break out above the $22 level. The stock is in an upward trend which is positive. Stick with the stock as long as it stays in an upward trend.


Price: $20.900
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 PARTIAL SELL CSX Corp
CSX-Q
Michael Simpson, CFA

An Eastern based railroad. When Hunter Harrison was still employed by Canadian Pacific (CP-T), overtures were made to do a merger. He used to own this because it was cheap, hoping that the existing management would turn it around. If you own, he would be inclined to take some profits.


Price: $44.330
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 TOP PICK CVS Health Corp
CVS-N
Michael Simpson, CFA

The 2nd largest drugstore in the US, but also a PBM, (Pharmacy Benefit Manager). PBM’s are a little misunderstood in the US. They were set up because corporations didn’t want to deal with managing employees’ drug benefits. PBM’s actually save companies money. Depending on the contract, they can pass through 85%-100% of their money. CVS is going to buy back about 5 billion of shares. Good dividend growth rate and free cash flow. This is trading much lower than the market. Dividend yield of 2.44%. (Analysts’ price target is $88.74.)


Price: $81.560
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 BUY Detour Gold
DGC-T
Don Vialoux

Gold has 2 periods of seasonal strength. We have just entered one during the last couple of weeks. Historically it does very well from around the 2nd week in December right through until approximately the 1st week in March. Currently it is forming a nice little base and is starting to pick up. Looks like a good trade for the next couple of months.


Price: $17.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Extendicare Inc
EXE-T
Michael Simpson, CFA

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. Not sure how extensive they are in the US. If he had to buy one, it would be Chartwell. Dividend yield of 4.7%.


Price: $10.200
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 COMMENT Extendicare Inc
EXE-T
Don Vialoux

Technically, the stock just recently broke to a new recent 3 year high. It is already in an upward trend, and just during the last few days, it has broken through to another new high. The trend is positive at it is outperforming the market.


Price: $10.200
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Fairfax Financial
FFH-T
Michael Simpson, CFA

A global insurer, property, casualty, etc. Currently, they are trying to buy Allied World that has a $5 billion market cap, a Swiss based insurer. Right now, Fairfax is getting about 75% of their premiums from North America, and 25% from the rest of the world. It has spun off some different subsidiaries, and currently are in an IPO process for Fairfax Africa. A good company, but valuation is a little higher than what he likes to pay.


Price: $610.840
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 TOP PICK Gildan Activewear Inc.
GIL-T
Michael Simpson, CFA

T-shirts, underwear, socks, sweatshirts. Low cost producers with operations globally. The US does not produce a lot of T-shirts, underwear or socks, and this company has a plant in Georgia that spins the yarn for socks. Trading at 14X earnings. Debt to cash flow is 1.3X. They have a great history of growing their dividends. There is a lot of negative sentiment in the stock. As a low-cost producer, they will be able to compete efficiently. Recently bought the name of American Apparel, not the manufacturing. Dividend yield of 1.24%. (Analysts’ price target is $42.11.)


Price: $33.440
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 BUY Gilead Sciences Inc.
GILD-Q
Michael Simpson, CFA

Manufactures very powerful drugs for hepatitis C and HIV. Trading at a very cheap valuation, about 7.5X next year’s earnings. They also have a pipeline of new drugs. Has cash which can be used for an acquisition. Given the cheap valuation and their strong franchises in their drugs, this is very compelling.


Price: $71.010
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Husky Energy
HSE-T
Michael Simpson, CFA

This has done a pretty good job. They have assets in Western Canada as well as a natural gas play in Asia. Also has a Western Canadian refinery. They’ve done a decent job, but he prefers Crescent Point (CPG-T) or Cenovus (CVE-T).


Price: $16.350
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 TOP PICK Information Services
ISV-T
Michael Simpson, CFA

Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA. There is no debt. Bought a small company about 18 months ago, that provides services for law firms that are involved in real estate transactions in Ontario and Québec. Good management. He expects modest dividend increases over time. Dividend yield of about 4.5%. (Analysts’ price target is $19.67.)


Price: $17.950
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT IShares Aero & Def. ETF
ITA-N
Don Vialoux

Seasonally you normally see defence stocks doing very well from about October right through until about the end of the year, and then they tend to take a bit of a break from January through to March. They then take another move to the upside until May. Technically, it is currently running into some overhead resistance with a small downward trend.


Price: $141.990
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 PAST TOP PICK iShares Dow Jones Transport ETF
IYT-N
Don Vialoux

(A Top Pick Nov 7/16. Up 11%.) The key to this is that seasonality is positive, particularly from usually October until January of each year. If you currently own this, continue to Hold, as you could get another possible seasonal trade coming into May.


Price: $166.190
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2017-01-20 HOLD Manulife Financial
MFC-T
Don Vialoux

The chart shows this recently completed a base pattern, and then started moving higher. It is now testing its all-time high, so technically it looks very, very good. This looks like a winner.


Price: $24.870
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 PAST TOP PICK Magna Int'l. (A)
MG-T
Michael Simpson, CFA

(A Top Pick Jan 22/16. Up 17.23%.) This has over 300 plants globally. They are investing a lot of money into their Magna Steyr operations in Austria. The CapX is going to go up this year, but it will decline next year. Good dividend growth and good free cash flow.


Price: $56.770
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 PAST TOP PICK Market Vectors Agribusinesses ETF
MOO-N
Don Vialoux

(A Top Pick Nov 7/16. Up 8.72%.) Seasonality on this is around the beginning of October right through until the middle of February. Watch for the securities to start to underperform, and then take your profits.


Price: $53.270
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2017-01-20 PAST TOP PICK Morneau Shepell Inc
MSI-T
Michael Simpson, CFA

(A Top Pick Jan 22/16. Up 34.16%.) A very solid, stable company. The original business was pension benefits, but have also expanded into employees’ system programs which is growing. They’ve acquired some contracts in the US and thinks there are good opportunities for acquisitions there. He still likes this. They’ve retained 97%-98% of their customers. They have the ability to grow their dividend at a steady pace.


Price: $18.400
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT New Flyer Industries Inc.
NFI-T
Michael Simpson, CFA

This has been in business for a long time. They have operations in Winnipeg as well as in Minnesota. Many of the cities get grants from the US federal levels. Having operations in the US, they’ve been compliant with the Buy American provisions. They’ve also helped consolidate the bus manufacturing industry, so now there are only about 3 or 4 main players. Very well-run company. He doesn’t expect any changes to the Buy American provisions.


Price: $40.250
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 COMMENT Precision Drilling
PD-T
Don Vialoux

Historically, oil service stocks as well as Canadian energy stocks, reach a very important low early next week. And then they have a very good seasonal trend right through until at least the middle of April. Next week we start the period of seasonal strength just as the stock is establishing an intermediate upward trend. Continue holding the security, and on a break out, buy some more.


Price: $7.740
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 WAIT Potash Corp of Saskatchewan
POT-T
Michael Simpson, CFA

There is a lot of supply of potash. Demand is not very robust, so he is not very enthusiastic about the commodity. The merger with Agrium (AGU-T) will create a much bigger company, with a decent distribution arm. It will also give them nitrogen. Demand for most of the farm chemical input is not that strong.


Price: $25.230
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 TOP PICK ETFS Physical Platinum Shares
PPLT-N
Don Vialoux

Platinum is used for catalytic converters in cars, and we are just about to go into the auto buying season. Also, platinum is a precious metal, and they do very well at this particular time. Historically the best time to own platinum is from the beginning of January right through until probably March. The chart shows that this has already started bottoming out now and is showing an upward trend. There is a pretty good chance you will get a shot at the high of $110.


Price: $93.720
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2017-01-20 BUY Restaurent Brands International
QSR-T
Michael Simpson, CFA

Its big assets are Tim Hortons and Burger King. Bought this in the high $50s and thinks it is a good company. They have debt, but that will be paid down rapidly. With the extra cash flow, they will buy back shares and increase the dividend. He is more excited about Tim Hortons then Burger King, but overall thinks it is a good company.


Price: $64.790
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Royal Dutch Shell PLC (B)
RDS.B-N
Don Vialoux

For refiners, seasonality usually starts around the middle of February, and goes through to May. We are now at the beginning for the period of seasonal strength. The chart shows a reverse head and shoulders pattern, one of the best typical patterns you want to see on a security. It works by taking the quantity of the pattern, and you can project what the target is going to be on the upside, between now and probably the beginning of May.


Price: $57.660
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 BUY Stella-Jones Inc.
SJ-T
Michael Simpson, CFA

Provides railway ties for railroads, and utility poles for North American utilities. Some of the major class 1 railroads have reduced their CapX. This company is one of the main suppliers, and railroads have to maintain their networks. Expects their business will come back in the 2nd half of 2017. He likes the company. Very strong management. They have a history of growing their dividends.


Price: $38.780
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 COMMENT Superior Plus Corp
SPB-T
Michael Simpson, CFA

Has a propane division as well as heating oil in the US, as well as some chemicals. Sold their US construction distribution business, and the balance sheet is better because of that. With a colder weather in Western Canada, he expects them to have good results. Also, expects them to raise their dividend over time. Dividend yield of 5.7%.


Price: $12.520
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 COMMENT Silvercorp Metals Inc.
SVM-T
Don Vialoux

Historically, silver stocks in general, have a period of seasonal strength from the middle of December through until February of each year. The chart looks like this is off to a good start. This is a Trade, and you trade it until approximately the 1st week in March, and then you might want to take some profits.


Price: $3.780
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT Telus Corp
T-T
Michael Simpson, CFA

A Western Canadian-based telecom provider. Many years ago they made the wise decision not to get into content. They’ve had a very successful record over the years of paying a dividend and growing it. Over the next couple of years, they will have to pay for some spectrum. Debt has increased on their balance sheet, so they really should slow down their dividend growth rate. They will face more competition with Shaw, after Shaw having acquired Wind Mobile.


Price: $43.840
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Yes
2017-01-20 HOLD Transalta Corp
TA-T
Michael Simpson, CFA

Their legacy business was coal which experienced some difficulty, and was on the way to being shut down in Alberta. The issue was, how much will they get for these legacy assets. Also, they wisely decided to set up a renewable subsidiary where they still own a good chunk of it. This has grown quite nicely. Thinks the CEO is doing a decent job.


Price: $7.760
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: No
2017-01-20 DON'T BUY Teva Pharmaceutical
TEVA-N
Don Vialoux

Technically, this does not look good. The chart shows it is in a distinct downward trend, and recently broke a key support level. Also, it is still underperforming the market. All the indicators are trending to the downside.


Price: $33.230
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-01-20 COMMENT George Weston Ltd.
WN-T
Michael Simpson, CFA

The parent company of Loblaws, the largest grocer in Canada. The majority of NAV comes from Loblaws. They still have a small bakery division in both Canada and the US. He would look for news on Loblaws that would drive this stock. Finds this quite cheap compared to the value of Loblaws and the bakeries.


Price: $114.250
Subject: NORTH AMERICAN DIVIDENDS
Bias: UNKNOWN
Owned: Unknown
2017-01-20 TOP PICK iShares S&P/TSX Global Gold
XGD-T
Don Vialoux

Historically, gold stocks do very well from approximately the middle of December right through until the 1st week in March, which is the miners’ PDAC conference. At that time, you take your profits. Technicals on gold are all lined up at the same time that the seasonality is just coming together.


Price: $13.220
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2017-01-20 PAST TOP PICK BMO S&P/TSX Base Metals ETF
ZMT-T
Don Vialoux

(A Top Pick Nov 7/16. Up 21.01%.) The period of seasonal strength is normally around the middle of November right through until January, and that is followed by another good move through the spring time.


Price: $10.200
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2017-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Ross Healy

Markets.  We had a lovely lead up until tomorrow (Inauguration), and the market has said that this is really wonderful.  Trump’s tweeting rather changed the rules of the game.  Now we are going to find out if and when some of his programs can be put into place.  Interest rates are going to wend their way upward.  This year will tend to be a value market with high momentum stocks running out of gas.  You have to pay attention this year to the values of what you are buying.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: _N/A
2017-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
John O'Connell, CFA

Market. He tries to make investments in companies that will do well irrespective of political considerations. Feels people have been paying a lot more attention to news events, than they have been to fundamentals. There has been disparity since the election, where people have been taking Trump at face value that he can solve all the problems in the world, and they’ve jumped on the bandwagon of buying cyclicals, industrials and financials. This has left some pretty good companies behind. He focuses on long-term themes such as information, technology, education, healthcare, etc.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BEAR
Owned: _N/A
2017-01-19 PAST TOP PICK Apple
AAPL-Q
John O'Connell, CFA

(A Top Pick Feb 10/16. Up 29.19%.) Going into the watch release, he sold half his position. Has been reducing his position, as he feels they may be falling a little behind. Feels that the closed Eco system is potentially becoming a bit of a hindrance for future growth. They seem to be falling behind in artificial intelligence softwares. You don’t need to panic, but he wants to see them start executing on new innovations. The one missing link is their AI capability, where they are falling behind.


Price: $119.780
Subject: NORTH AMERICAN - LARGE
Bias: BEAR
Owned: Yes
2017-01-19 PAST TOP PICK Barrick Gold
ABX-T
Ross Healy

(Top Pick Jan 26/16, Up 66.68%) It has already had a massive set back.  He was glad of that.  Gold has a place in every portfolio.  Trump may push up the US$ which is negative for gold.  Interest rate increases would be negative for gold.  So he has stepped aside from the group.


Price: $22.560
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2017-01-19 DON'T BUY Aimia
AIM-T
Ross Healy

The book value has been steadily heading down for the last 4 years.  It has always peaked at 4 times book value, where it is now.  It is paying out more than it ought to in a dividend.


Price: $8.690
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 TOP PICK Amazon.com
AMZN-Q
John O'Connell, CFA

The fact that it has made all these vast investments in infrastructure, they have very little debt. They continue to grow like mad. Moving into India and internationally. They may not be making any money because they are reinvesting the money in growth. It is hard to find good management that is fearless. In 2006, they were using an incredible amount of computer power. Decided to overinvest in computers, and rent out computer space, and are now the largest Cloud computer company globally. (Analysts’ price target is $945.03.)


Price: $809.040
Subject: NORTH AMERICAN - LARGE
Bias: BEAR
Owned: Yes
2017-01-19 TOP PICK Bank of America
BAC-N
Ross Healy

Their earnings came out the other day and were block buster.  This happened with only one interest rate bump.  Clearly there is some nice momentum going.  They ought to be creating excitement amongst investors.  He is hoping Trump will take a look at what the banks are allowed to pay out.  There should be room for dividend growth.  (Analysts’ target: $24.72). 


Price: $22.530
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-19 COMMENT Bank of America
BAC-N
John O'Connell, CFA

The investment community has gotten very, very positive on US banks, because of Donald Trump and deregulation. US banks are really complicated and there are so many different things going on inside these banks. They are probably going to ease some restrictions, which is a good thing. However, these restrictions were put on, because the banks did bad things. Rising interest rates will be positive for banks, because they will have higher earnings. Conversely, we already have US consumers struggling on subprime model loans. Mortgage finances are going to slow down. This is a tough call. Feels that a year from now they could be kind of flat from here.


Price: $22.530
Subject: NORTH AMERICAN - LARGE
Bias: BEAR
Owned: Unknown
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