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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
2017-02-17 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

Markets.  Valuations have run ahead a little bit.  The Trump rally surprised a lot of people as did Brexit.  The French election will probably get the world’s attention.  Breakdowns are not always what they seem.  There are some things that are not adding up.  What is the fuel for the year?  The VIX is also going up.  Part of this last little push last week is that a hedge fund had to cover an error in their prediction.  The breakout confounded everybody.  Now we have a pause.  For a month or two there is a risk of a correction. 


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2017-02-17 COMMENT A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

The Five Banks.  Caller is 50%+ with them.  Is splitting positive?  It can get more investors into the shares.  Look at BRK-N that have not ever split.  It is great that we focus on the general sector.  He does not see inflation as a big issue and we have seen a good run in the banks. 


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 N/A A Comment -- General Comments From an Expert
A Commentary
Christine Poole

Markets.  We have priced a lot of things in.  The S&P is up almost 10% since the election, with the TSX up 9%.  The market is anticipating the pro-growth policies being implemented and ignoring the anti-trade comments.  If there are delays in implementation we could easily get a pullback.  The US economy has been improving all along even before Trump.  Unemployment has been at 5% or lower for 16 months.  She likes what she sees for the earnings season.  Tax cuts will help to bring price to earnings ratios down.  We need to see policies implemented now. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2017-02-17 BUY on WEAKNESS A Comment -- General Comments From an Expert
A Commentary
Christine Poole

US Banks.  They have all done quite well post- the election due to the potential of less regulation.  She owns WFC-N.  There is nothing wrong with the others, but WFC-N has lagged and was better managed during the financial crisis.  JPM-N is the second best one.  Wait for a pullback before buying or adding to a position.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 HOLD Apple
AAPL-Q
Christine Poole

(Market Call Minute) It has done well, but don’t chase it.


Price: $135.720
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 HOLD Agrium
AGU-T
Christine Poole

She has held it for a number of years.  It was always her preferred play in that area.  Nutrients should have a good long term demand.  But this industry can get quite cyclical because using them can be put off for a number of years.  They have a retail operation which cushions them more than POT-T.  POT-T is buying them at the trough of the commodity price.  (Analysts’ Target: $141.06).


Price: $135.640
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 DON'T BUY American International Group
AIG-N
Christine Poole

They will benefit from higher interest rates.  They ran into difficulty during the financial crisis and had to restructure.  They are trying to grow their return on equity.  She keeps her insurance exposure in Canada.


Price: $62.500
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-02-17 BUY Bank of America
BAC-N
Christine Poole

(Market Call Minute) You could buy it for exposure to the US economy.


Price: $24.520
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 BUY Brookfield Asset Management (A)
BAM.A-T
Hap (Robert) Sneddon FCSI

He likes this business.  There is a loose base and you could call it a triangle.  Below there is a nice little support there.  It could come back to the trend line.  It is a really good name and they are good managers of assets.  He may buy this one.  Nice dividend and they run a really good business.


Price: $48.910
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 BUY Bombardier Inc (B)
BBD.B-T
Hap (Robert) Sneddon FCSI

It has been a tough one.  His bias is to stay away from this one.  He has been looking at taking a shot at this one, though.  The recent range is quite positive as it absorbed the news in the last two days.  It is interesting form a technical perspective.  $2.30 makes it interesting and a he has a target over $4.  If it breaks below $2.30 then it could below $2. 


Price: $2.530
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 DON'T BUY Avis Budget Group
CAR-Q
Christine Poole

The whole rental business is going through a difficult period.  The popularity of Uber is actually a negative for car rentals.  It is quite competitive in terms of pricing.  The business is pretty difficult and she would not invest there.


Price: $33.760
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-02-17 HOLD Caterpillar
CAT-N
Christine Poole

Things are slowly improving post- the election.  It is one of the highest quality players in this area. 


Price: $98.850
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-02-17 PAST TOP PICK Cineplex Inc
CGX-T
Christine Poole

(Top Pick Feb 9/16, Up 8.49%) She still likes it.  She bought it for the 3-3.5% yield and capital return of 5-8%.  She still likes it.  They are the largest theatre operator in Canada with a 77% market share.  They can’t control what happens at the box office, but they are really good at things they can control such as concessions spending.  They have advertising in their theatres and advertising signage.  They also have ‘rec room’ which offers gaming, etc.  They are a well managed company and will continue to grow.  She will be continuing to hold it.


Price: $51.250
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 BUY Chorus Aviation Inc
CHR-T
Hap (Robert) Sneddon FCSI

He uses a linear regression line right through the mean.  With dynamic regression it may not come back to you and you might have to just buy it.  He would just take your initial position here.  There is a bit of a level around $6.60 where there is support.  There are also levels in the high $5s.  It has an upward-to-the-right look.  Take a half or third position and then take more and that will confirm it is doing what you want.


Price: $7.460
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 BUY on WEAKNESS Cardinal Energy Ltd
CJ-T
Hap (Robert) Sneddon FCSI

In the next month energy could be presenting a good buying opportunity.  It has broken a downtrend and is base building.  It is ready to rip out of that zone.  The support should hold.  Take a half position on weakness.


Price: $8.640
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 COMMENT Crescent Point Energy Corp
CPG-T
Hap (Robert) Sneddon FCSI

It is in the sights of an active investor.  There is this downtrend and will probably run into resistance around $17.  People are interested when you get two bottoms so close. 


Price: $16.240
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 HOLD Crescent Point Energy Corp
CPG-T
Christine Poole

She has been adding to the name for at least the last year and a half.  It is 90% oil and is leveraged to its price.  They are in Saskatchewan and Alberta.  Prior to the down turn in energy they were criticized for continually issuing equity to fund acquisitions.  In September of 2016, they came again to the market, but to strengthen their balance sheet and fund Cap-X.  They have lagged in this rally because of this.  We will hear more about what the activist investor wants to do.  She is going to hold on to it.


Price: $16.240
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 HOLD Chartwell Seniors Housing
CSH.UN-T
Christine Poole

She has owned it for quite a number of years.  It is the largest seniors housing player in Canada.  She likes the demographics play.  The company sold off all their US properties and they have been developing and re-investing the money.  It has a 3.5% yield.  It has been strong over the past three weeks.  She would not buy it here, but hold it.  Wait for a pullback if you want to imitate a position.


Price: $15.870
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 PARTIAL SELL Canadian Tire Corporation Ltd. (A)
CTC.A-T
Hap (Robert) Sneddon FCSI

Big news today.  Strong sales.  Maybe there is something else in there.  See how it closes today.  It could come back to the $145-8 level.  We could be a slight amount over valued and you might want to sell half your position here.


Price: $157.490
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 BUY Chevron Texaco
CVX-N
Christine Poole

(Market Call Minute) Large integrated company paying a nice yield.


Price: $110.330
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 DON'T BUY DH Corporation
DH-T
Christine Poole

(Market Call Minute) They are having troubles in the US.


Price: $23.600
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 WEAK BUY Enbridge Income Fund Holdings
ENF-T
Christine Poole

She owns ENB-T because it is the bigger company.  She likes that company and the Spectra acquisition.  There is more growth in ENB-T.  ENF-T pays a higher yield.  When the Spectra deal closes they are bumping up the dividend.


Price: $34.260
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-02-17 DON'T BUY Fairfax Financial
FFH-T
Christine Poole

(Market Call Minute) She prefers to have more direct plays in the sectors or industries FFH-T is in.


Price: $618.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 DON'T BUY Freshii Inc
FRII-T
Christine Poole

(Market Call Minute) It is high growth and high multiple so she can’t get around the valuation.  The industry is highly competitive.


Price: $14.010
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 TOP PICK Fortis Inc.
FTS-T
Christine Poole

She likes it for the income, growth and the defensive nature of the business.  They just bought ITC corp. which is out of the US and expands their presence there.  ITC is a regulated electric utility.  Over 60% of FTS-T’s earnings are going to be coming from the US now.  They have good visibility post- the acquisition to grow their dividend 6% per year until 2021.  It has lagged the market, so all in, you should get 12% on this name. (Analysts’ target: $48.55).


Price: $43.200
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 DON'T BUY Gilead Sciences Inc.
GILD-Q
Christine Poole

They brought guidance down going forward.  They have a key HEP-C drug which is getting competition.  They have to figure out a way to grow their pipeline and then their revenue and earnings.  She would not be buying it for Pharma exposure.  See her top picks and she also likes ABT-N.


Price: $69.850
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-02-17 PAST TOP PICK Alphabet Inc. (A)
GOOGL-Q
Christine Poole

(Top Pick Feb 9/16, Up 20.76%) She still likes it.  It has lagged the rally, only up at 4% vs. the market being up 10%.  It is the 28th consecutive quarter of organic growth over 20% year over year.  That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it.  They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line.  They have been buying back stock even though they don’t yet pay a dividend.  They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.


Price: $846.550
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 BUY Gran Tierra Energy Inc.
GTE-T
Hap (Robert) Sneddon FCSI

The downtrend is broken.  This is an energy name he would suggest.  The seasonal run may not happen on queue.  He tends to be more on pure service plays, but would buy this one.


Price: $3.600
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2017-02-17 PAST TOP PICK Home Depot
HD-N
Christine Poole

(Top Pick Feb 9/16, Up 28.27%) She still likes it. It is a play on the US economy.  As employment and GDP improve people may spend more on home improvement. With a third of the age group 18-36 still living at home and as the job environment improves they tend to move out into a home of their own. The company is well managed and always increases their dividend. They report later on this month.


Price: $143.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 DON'T BUY IBM
IBM-N
Christine Poole

MSFT-Q vs. IBM-N.  If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow.  IBM has not been able to figure out how to grow their top line.  Both have cash overseas and will benefit if there is repatriation of cash policy changes.


Price: $180.670
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-02-17 BUY Inter Pipeline
IPL-T
Christine Poole

(Market Call Minute) She likes it and it has a nice yield.  It just reported a good quarter.


Price: $29.510
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 TOP PICK Johnson & Johnson
JNJ-N
Christine Poole

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).


Price: $118.860
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 BUY Kraft Heinz Company (merged)
KHC-Q
Hap (Robert) Sneddon FCSI

They are going to take over UL-N.   Companies are going up during an acquisition now.  There is a nice general trend in this stock.  We are probably just coming up to valuations.  The down side is probably about $91.  It is looking pretty good in its space.


Price: $96.650
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 DON'T BUY Coca-Cola Company
KO-N
Hap (Robert) Sneddon FCSI

It is a really tough business.  It has a nice little rounded base on the 20 year chart.  Deterioration happened in September in the industry.  He does not see tones of catalysts.  You have to buy when valuations are in your favour.


Price: $41.230
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 DON'T BUY McDonalds
MCD-N
Christine Poole

It has done very well.  But she prefers Yum Brands in that space.  She holds both the companies after YUM split.  MCD-N has brought in some growth with menu innovation.  They have room to grow outside of the US, but YUM China is a more direct play.  MCD-N is probably fairly valued.


Price: $127.800
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 BUY Manulife Financial
MFC-T
Christine Poole

MFC vs. SLF-T (Market Call Minute) MFC-T is her preferred because it is at a lower multiple.  They can improve their ROE and garner a higher multiple.


Price: $24.830
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 COMMENT Microsoft
MSFT-Q
Christine Poole

MSFT-Q vs. IBM-N.  If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow.  IBM has not been able to figure out how to grow their top line.  Both have cash overseas and will benefit if there is repatriation of cash policy changes.


Price: $64.620
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2017-02-17 BUY on WEAKNESS Merus Labs International
MSL-T
Hap (Robert) Sneddon FCSI

We have a downtrend in place.  It had to hold the $1.40 level and which it did for almost 2 years and then broke it.  This is a lower risk place to come in here.  It is starting to base here again.  You might get a nice upside breakout move here. 


Price: $1.140
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 PARTIAL BUY Northern Dynasty Minerals Ltd
NDM-T
Hap (Robert) Sneddon FCSI

We had a shot up post-Trump and then we see that rocket up (a triple).  When you have these kinds of news, it can go parabolic.  Only take a partial position.


Price: $2.970
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 WATCH Nvidia Corp
NVDA-Q
Hap (Robert) Sneddon FCSI

We are seeing a bit of a double top.  The relative strength is getting weak.  It is a classical exhaustion pattern.  It is a nice trend here so if the market resumes then it should participate.  Look for it to test the $90 range in a correction.


Price: $107.230
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 COMMENT NexGen Energy
NXE-T
Hap (Robert) Sneddon FCSI

A uranium project in Saskatchewan.  It has strong seasonality right now.  It is hard to know, if we get an exhaustion in the market, where will it go.  Probably the $3.80 and then the $2.60 levels.  It is tough to call.  There are safer names in Uranium.


Price: $4.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 PAST TOP PICK Proctor & Gamble
PG-N
Hap (Robert) Sneddon FCSI

(Top Pick Feb 5/16, Up 16.09%) They are in the sights of a hostile investor.  It got beaten down Sept. to Dec. last year.  The stock has now broken out and it is quite positive.  He expects it would work quite well in any correction.  He moved to XLP-N, which he loves.


Price: $91.090
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2017-02-17 DON'T BUY Philip Morris International
PM-N
Christine Poole

(Market Call Minute) Their product is in a secular decline.


Price: $103.660
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 BUY on WEAKNESS Shopify Inc.
SHOP-T
Hap (Robert) Sneddon FCSI

Has been hitting record highs recently.  We have a nice trend, but that last leg is something you don’t want to pay up to.  They are open to a pretty decent haircut.  He has a target of $100.  It is framed by the market.  It is a higher beta.  Try to get it in the $60s or low $70s. 


Price: $80.660
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 DON'T BUY Sun Life Financial Inc
SLF-T
Christine Poole

MFC vs. SLF-T (Market Call Minute) MFC-T is her preferred because it is at a lower multiple.  They can improve their ROE and garner a higher multiple.


Price: $49.890
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 HOLD Telus Corp
T-T
Christine Poole

(Market Call Minute) Not her preferred play, but it is an oligopoly.


Price: $43.930
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 BUY on WEAKNESS Teck Resources Ltd. (B)
TECK.B-T
Christine Poole

They had a very strong fourth quarter and their guidance for the first quarter of this year because of pre-buying of Iron Ore in the fourth quarter on fears of prices spiking.  They had a big run.  Iron ore prices are not going to go back to the levels they were before.  The zinc outlook is quite favourable.  It is now getting back down to levels where she may pick up some more.


Price: $27.980
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-17 DON'T BUY Toyota
TM-N
Hap (Robert) Sneddon FCSI

He is about to buy another Toyota vehicle.  $95 was a recent bottom and it ran up.  It is right on trend here.  Around $107 is the top.  He expects weakness and also in other automakers.


Price: $113.700
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2017-02-17 PAST TOP PICK Trans Canada Corp
TRP-T
Hap (Robert) Sneddon FCSI

(Top Pick Feb 5/16, Up 30.97%) The whole sector was starting to break down.  He does not hold this one anymore.  He now has ALA-T and SLB-N.


Price: $62.240
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2017-02-17 COMMENT Unilever PLC
UL-N
Christine Poole

She has owned UL-N for 4 years.  She thinks the price is significantly too low.  She owns it because 15% of revenues is from emerging markets.  That is where the growth is in consumer goods. 


Price: $48.530
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 HOLD UnitedHealth Group Inc
UNH-N
Christine Poole

A very high quality health care provider in the US.  If you want exposure there, it is one of the best companies to hold.  She likes healthcare as a secular theme due to the aging demographics.  There is not one specific reason why is has gone up recently.  Keep holding it.


Price: $157.620
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2017-02-17 TOP PICK Wajax Corp
WJX-T
Hap (Robert) Sneddon FCSI

They have three divisions. Industrial components, power systems and equipment.  They have had a huge run up based on earnings.  They report in a couple of weeks.  It may be necessary to sell after that.


Price: $23.700
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2017-02-17 PAST TOP PICK Wal-Mart Stores Inc.
WMT-N
Hap (Robert) Sneddon FCSI

(Top Pick Feb 5/16, Up 5.84%) They were higher, but fell a little bit.  This one got hit a little bit more than the sector.  It is going to focus on its comps and its digital business.  It is doing a bit of base building. You get paid nicely to hold it now.  If it does not hold $65.80 then he would be concerned.  It looks good here at this level.


Price: $69.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2017-02-17 TOP PICK SPDR Utilities E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

If we think inflation is coming we should see that 10 year north of 3%, but it is not.  We broke above the $49 level.  There are a lot of buyers in there.  It is one of the strongest sectors.  If the 1 year gets above 2.6% then you have broken the theme.


Price: $49.570
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2017-02-17 TOP PICK SPDR Health Care E.T.F.
XLV-N
Hap (Robert) Sneddon FCSI

Just the big names in US healthcare.  We have seen the bottom in here.  It is one of the strongest sectors out there right now.  We saw some rotation last week.  It is in a secular bull market and we are at the beginning of it.  It has a really good valuation.  The political football that it has been is going to die down.


Price: $73.660
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2017-02-17 TOP PICK Xylem Inc.
XYL-N
Christine Poole

They are in the business of transportation, testing and treatment of water.  Drinkable water is a very scarce commodity.  21% of revenues are from emerging markets.  They are trying to give people access to sanitation.  In the US there is a lot of overhaul required on the existing systems.  In 2012 state governments cut back because there was no funding.  XYL-N also have exposure in the UK.  They just acquired a smart metering company and will do some cross selling.  (Analysts’ target: $54.00).


Price: $47.800
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2017-02-16 N/A A Comment -- General Comments From an Expert
A Commentary
Fabrice Taylor

Markets.  Big stocks are not cheap right now.  We had an 8-9 year bull market.  They are made all the more expensive given that interest rates might go up.  He is a bottom up guy and feels there is always something to buy.  Stocks always take a breather when they have had a run for a long time.  You have to expect there will be a breather at some point.  Have lots of cash and be ready to pounce when you have an opportunity. 


Price: $0.020
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: _N/A
2017-02-16 N/A A Comment -- General Comments From an Expert
A Commentary
David Baskin

Markets.  Trumps policies will be business friendly no matter what we think of his politics.  Everyone thinks a tax cut is good in the short term.  The infrastructure program could boost GDP by ½ half to ¾ of a point.  But then there is the debt on the other side of it.  Saying you are going to spend money and spending money effectively are two different things.  Spending has to be ramped up.  Markets may be getting a little ahead of themselves.  A lot of market gains have been concentrated in a couple of sectors.  If you take those out of the equation the rest of the market looks a little more sensible. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: _N/A
2017-02-16 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
David Baskin

Lithium.  It is everyone’s favourite metal because of batteries.  There is no world shortage of lithium, but it does not mean it is hard to find.  It is not a scarce resource.  If you bought it 5 years ago you were a genius, but now everyone is on that trade.  It is too late.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
David Baskin

Retailers like WMT-N and TGT-N with Trump's import policies.  Will Trump do something drastic about imports from the East?  If he does then Walmart's and Target’s margins will shrink.  Amazon has eaten the lunch of the retail industry and it is not stopping any time soon.  He is reluctant to get anywhere near the big retailers until we see exactly what Trump will do.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
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