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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
2016-05-26 N/A A Comment -- General Comments From an Expert
A Commentary
Daniel Straus

Markets. Canadian stock market investors haven’t fully digested the impact of the commodity rout. There is a lot of reason for caution, but there is a lot of reason for optimism as well. For instance, in the US, the earnings ratios outside of energy are looking a little attractive. In Canada, with oil hitting $50 for the 1st time in 7 months, that is an encouraging sign.


Price: $0.020
Subject: ETF's
Bias: UNKNOWN
Owned: _N/A
2016-05-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Daniel Straus

Bull ETF’s? These are leveraged products and will give you 2X the performance of an underlying index, such as crude oil futures, but will do it for only one day, and then they reset that leverage. For the next trading day, they will again give you 2X that performance. Because of the daily resetting of the leverage, it is not like taking out margins and doubling your exposure to a stock or an index. You are resetting your leverage every day which introduces an element called past dependence to the trade. If you hold for more than one day or a month, that may be too long and not in line with your expectations. He recommends these for short term Holds only.


Price: $0.020
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

Market. These are challenging times. There are a lot of cross currents. Portfolio convexity is a way to reduce the impact of what could be temporal things. He has always taken a different approach to risk management. Believes in risk management, which means you don’t take big losses, you may focus in on a sector, etc. He is now talking about something different. Within the sectors, how are you appropriating risk? Diversifying with bonds and stocks is not necessarily the correct approach. Depending on how they are moving and reacting the convexity can be created across asset classes. Using equities as an example, the pro-cyclicals had a nice little run since the lows in February and the Feds are going to talk again in June and July which are critical meetings. On the other side there have been the defensive plays that are really holding the bid here. The US 10 year doesn’t quite confirm what we are seeing. If this pro-cyclical move has got some legs he expects to see the 10-year north of 2%. However, the way to get around this is convexity, which spreads risks out and you tilt it based on what you think. He is a little more defensively tilted, but he does have pro-growth in there.


Price: $0.020
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: _N/A
2016-05-26 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

China. This is something that can move the needle in the next few months. There has been a steady and quiet devaluation of the yuan. They set this every couple of days, and then give it 2% from that level. They are going to move the needle either way. The US$ and emerging markets has a huge correlation to what we are seeing. If we see any weakness in the US$, we’ll probably see some weakness in emerging markets.


Price: $0.020
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: _N/A
2016-05-26 COMMENT AGT Food & Ingredients
AGT-T
Hap (Robert) Sneddon FCSI

Well liked on the street. He doesn’t know the fundamentals or the reason for the recent drop, but it has come down to some support. Momentum was really, really oversold. There is some support where it is right now. All the indicators are at the bottom. Until this breaks down below $35 he wouldn’t be too worried about it. If it keeps this level, it is probably going to be a good buy.


Price: $36.390
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2016-05-26 BUY Apache Corp
APA-N
Hap (Robert) Sneddon FCSI

The chart looks to have a really long double bottom pattern. The chart shows a nice up trend from February with some pretty big swings. You have to have some fortitude and you want to be with the best group. You have to be prepared for some volatility. He would be pretty comfortable buying this today, but you have to be ready as oil can change around.


Price: $58.030
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 PAST TOP PICK Aecon Group Inc
ARE-T
Hap (Robert) Sneddon FCSI

(A Top Pick June 10/15. Up 32.85%.) He likes this and the whole space a lot. Has just added to his holdings recently. This is going to be a beneficiary of future infrastructure. (See Top Picks.)


Price: $17.420
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 DON'T BUY Alimentation Couche-Tard (B)
ATD.B-T
Hap (Robert) Sneddon FCSI

The chart shows a big rolling top over the last year. Technically he has a $42 target. There are some better places to be in this sector. Feels the volatility is going to continue until the value players start picking this back up.


Price: $57.250
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 DON'T BUY Boeing
BA-N
Hap (Robert) Sneddon FCSI

This has some resistance at around $150. Momentum started to weaken around April. The sector is a reasonably good one. He sold his holdings last fall.


Price: $129.310
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2016-05-26 COMMENT Van Eck Vectors Biotech E.T.F.
BBH-Q
Hap (Robert) Sneddon FCSI

Thinks this has now formed a bottom. It needs to get above its current area by conviction. You don’t want to see a lower low. Fundamentally, there are few sectors that are in secular bull markets. Healthcare is one of them, biotech comes along for the ride. A good sector to own, but you really have to be careful with your pricing. The swings can be pretty big.


Price: $108.350
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 TOP PICK BCE Inc.
BCE-T
Hap (Robert) Sneddon FCSI

Earnings were reasonably decent. Has a fantastic dividend yield of 4.5%. The space is a really tough one right now, but the chart shows a strong long upward trend. He has a price target of $82.


Price: $60.730
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 COMMENT Element Financial
EFN-T
Hap (Robert) Sneddon FCSI

He knows this is well-liked on the street, but every time he looks at it, it doesn’t work for him. If you have a longer-term view and you really like the name fundamentally, it has limited downside. The chart shows it is running in a band, so you could buy it at the low end at around $12.50-$13.00. If this were a trading account for him, he would probably be taking profits.


Price: $15.300
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 BUY Fortis Inc.
FTS-T
Hap (Robert) Sneddon FCSI

Has some warm feelings for this stock. It has been pretty volatile, but still trading within ranges. There is a trend line going up from September, and if it can break out from about this level, there is a pretty big upside for it.


Price: $40.810
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 COMMENT HAP Seasonal Rotation ETF
HAC-T
Daniel Straus

This is an active ETF. It trades frequently and the performance is quite hedge fund like. Kind of decoupled from the market in many ways, because they trade very frequently, goes to all cash sometimes, takes Short positions using index futures, and they go to all asset classes. He uses this in a more risk tolerant investor profile, but it is a small position only.


Price: $16.980
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 TOP PICK Horizons Global Dividend ETF
HAZ-T
Daniel Straus

Expensive, but is actively managed by Guardian Capital using a quantitative methodology to screen global blue-chip companies for growth, profitability and sustainability. In the long term it has been a great exposure to the world.


Price: $18.530
Subject: ETF's
Bias: UNKNOWN
Owned: No
2016-05-26 COMMENT Horizons Preferred Share ETF
HPR-T
Daniel Straus

Preferreds are a very interesting market. It is not very large in Canada, so is a bit illiquid and small. In a market like that, a little element of active management can be quite helpful. This one has managed to outperform the index steadily and incrementally, which is a rare thing to see.


Price: $8.110
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT Horizons Cdn High Dividend
HXH-T
Daniel Straus

A high dividend Index ETF. Interesting in that it tracks the dividend Index, but doesn’t actually hold the companies. It enters into a Total Return slot and the dividends are accrued, so you will get a distribution from this ETF. If you want yield, there are a lot of others for you, but if you want dividend exposure and you want the reinvestment to be taken care of, this is a potentially attractive new product.


Price: $26.340
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT iShares S&P 500 E.T.F.
IVV-N
Daniel Straus

The yield on this reflects the weighted average yield of all 500 companies in the S&P 500 minus iShares’ fees.


Price: $210.430
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 PAST TOP PICK JP Morgan Chase & Co
JPM-N
Hap (Robert) Sneddon FCSI

(A Top Pick June 10/15. Down 2.03%.) There is a nice little uptrend going on. We are really not going to know the answer until it gets above the $60 mark. This will be very sensitive by what is discussed by the Fed in June.


Price: $65.030
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2016-05-26 DON'T BUY Labrador Iron Ore Royalty
LIF-T
Hap (Robert) Sneddon FCSI

This gave a pretty big warning on April 27 when it broke the trend line. Base metals are going to be really impacted by what happens with the US$ and the Fed. Some of these you have to be really careful on and you want to buy them on the cheap.


Price: $11.470
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 TOP PICK MacDonald Dettwiler & Assoc.
MDA-T
Hap (Robert) Sneddon FCSI

Risk reward on this is really, really good. They sort of represent Québec city within their business plan in what they do. Brought in a new CEO, and have also moved along the procurement process with the US military. Dividend yield of 1.73%.


Price: $85.380
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 COMMENT Metlife
MET-N
Hap (Robert) Sneddon FCSI

Chart shows a long downtrend with periodic runs up to it. It sort of coincides with what the Fed is going to do. His charts show this is weakening a little and there is some resistance at around $46. If you are a really long term investor, this is probably in the ballpark to buy at some point.


Price: $45.080
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT Manulife Financial
MFC-T
Hap (Robert) Sneddon FCSI

Chart shows a little bit of base building which is positive, but it has to hurdle over the downtrend line. On a chart like this, it can break down either way. The odds are that it does kind of move up to get up to something a little bit higher. It looks like it wants to migrate up to the $22-$23 level. The technical target, 1st resistance, is around $24.


Price: $19.300
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT MGM Mirage
MGM-N
Hap (Robert) Sneddon FCSI

The resort space has been a little hurt and bottomed with the market, but bounced up pretty quickly. Really low volume. If it can break above the line, it has a pretty good chance of further upside. Technically he has a $33 target on this.


Price: $22.510
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 TOP PICK Pfizer Inc
PFE-N
Hap (Robert) Sneddon FCSI

Believes this is long-term. It could be a little lower a year from now, but in 5-6 years it is going to be much higher. This is the right space to be in. Dividend yield of 3.48%.


Price: $34.430
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 WAIT SPDR S&P 500 ETF
SPY-N
Hap (Robert) Sneddon FCSI

Short by using HBP S&P 500 VIX ST Future Bull+ (HVU-T)? Part of what we have seen in this move has been a bit of a Short squeeze that is going on. The Fed is going to be talking on June 15-16, so there is going to be a bit of a bid until after that. You could start to take some Short positions but he wouldn’t go totally short. There is a bit of overhead resistance. Wait until we get closer to the June meeting.


Price: $209.340
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT Guggenheim Solar ETF
TAN-N
Daniel Straus

This is a theme that has been resonating quite strongly recently with many investors. He considers many of these sector ETF’s as kind of tactical plays for short-term views. Because it is such a niche product, it really only applies if you have a strong view of the solar industry. It holds a lot of Chinese technology companies. China is still very much at the centre of global volatility, and this may pull you in directions that you may not want to go.


Price: $21.970
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 TOP PICK Vanguard Cdn. Aggreg. Bond ETF
VAB-T
Daniel Straus

A fairly low fee and gives exposure to the entire Canadian bond market. The “entire” Canadian bond market is probably a bit riskier than what most retail investors want to get out of their fixed income exposure, because of the long maturities that are out there. This has a weighted average duration of about 7 years. He supplements this with some shorter term, corporate credit ETF’s, to bring down the overall risk of the whole portfolio.


Price: $26.030
Subject: ETF's
Bias: UNKNOWN
Owned: No
2016-05-26 COMMENT Vanguard FTSE Developed Europe Index
VE-T
Daniel Straus

BMO Europe High Dividend Covered Call Hedged (ZWE-T) or Vanguard FTSE Developed Europe Index (VE-T)? Both well-designed products but are very different in the kind of return profile that give. This one has no covered call overlay on this. This one will tend to outperform in a real bull market.


Price: $25.330
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT iPATH S&P 500 VIX Short-Term
VXX-N
Hap (Robert) Sneddon FCSI

This measures the daily swings in markets, and the lower it gets the more it coils to where we get an event, and then it shoots up. The Fed doesn’t want a high VIX and they control it. He has no idea on how to make use of this where it is at now.


Price: $13.960
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT iUnits S&P/TSX Capped Energy ETF
XEG-T
Daniel Straus

iUnits S&P/TSX Capped Energy (XEG-T) or BMO S&P/TSX Oil & Gas (ZE0-T)? Both track very similar industries. This one takes a market cap weighting approach as to how much of each company it holds. Both will be very correlated in their performance. The main difference will be how the big Canadian energy producers are performing. The top 3 or 4 big energy producers in Canada will make up something like 40% of this portfolio. If you thought there was going to be more trouble in the energy market, this one would probably do better, as they can better withstand the storm.


Price: $11.970
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 TOP PICK iShares S&P/TSX Capped Comp. ETF
XIC-T
Daniel Straus

Basically the TSX composite index, 240 some companies listed in Canada, the entire Canadian market. He has been legging slightly back into the Canadian market in his model portfolios, and this is his core exposure.


Price: $22.320
Subject: ETF's
Bias: UNKNOWN
Owned: No
2016-05-26 PAST TOP PICK SPDR Utilities E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

(A Top Pick June 10/15. Up 18.74%.) He has a much higher target on this. There have been some pretty big swings on this. Even on a short-term basis, it’s deeper ranking has still stayed.


Price: $48.745
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-05-26 COMMENT BMO S&P/TSX Oil & Gas ETF
ZEO-T
Daniel Straus

iUnits S&P/TSX Capped Energy (XEG-T) or BMO S&P/TSX Oil & Gas (ZE0-T)? Both of these track very similar industries. This one is an “equal weighting” of the companies it holds. They will both be very correlated in their performance. If you think energy is going to continue rocketing and inventories are showing signs of drawing down, you are picking up some of the companies that have been beaten down the most.


Price: $11.400
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT BMO Global Infrastructure ETF
ZGI-T
Daniel Straus

Not a pure play infrastructure product. You are not actually holding airports, roads, etc., you are holding companies that are involved in the construction and maintenance of those businesses.


Price: $32.300
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT BMO Low Volatility US Equity ETF
ZLU-T
Daniel Straus

Low volatilities have exploded ever since the launch of PWSH S&P 500 Low ETF (SPLV-N). BMO’s spin on this has been very good and has outperformed quite a lot with everyone wanting US$s. With the recent action in the Cdn$ going down, and the contemplation that the US$ could depreciate, BMO and many others launched currency hedged versions such as Low Volatility US Equity Hedged (ZLH-T). This is a call on whether you think the US$ is going to go up or down.


Price: $28.870
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT BMO US Put Write ETF.
ZPW-T
Daniel Straus

Put writing is a strategy that a lot of advisors use. Instead of writing Covered Calls they write Puts, so while sitting with cash, they collect a little bit of yield. If markets decline a little, and Puts are called, they are forced to buy the stock at the strike price. This ETF is the same thing. The markets do decline, you will participate. It is not really a fixed income investment. It doesn’t protect you from the downside, but is a method of obtaining a bit of income from the market if you have a kind of range bound view, or even if you are a little bit bullish. It could be a unique way to generate yield, and also as a tax efficient way as Puts are not taxed as regular income.


Price: $19.010
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-26 COMMENT BMO Europe High Dividend Covered Call Hedged to CAD ET
ZWE-T
Daniel Straus

BMO Europe High Dividend Covered Call Hedged (ZWE-T) or Vanguard FTSE Developed Europe Index (VE-T)? Both well-designed but very different in the kind of return profile they give. This one holds a stock portfolio, and writes Calls. If there is a strong Bull market and the stocks are called away, you won’t participate fully in the upside. The covered call is actively managed, so if strike prices are a little out of the money, they end up delivering a very high income stream, but you are selling a little bit of the upside. If European equity markets rally very strongly, this will not offer you the same type of participation as (VE-T).


Price: $19.370
Subject: ETF's
Bias: UNKNOWN
Owned: Unknown
2016-05-25 N/A A Comment -- General Comments From an Expert
A Commentary
David Burrows

Markets.  We have only so much patience.  The market broke the 2000 highs in the beginning of 2013 and has chipped itself sideways since then.  Every 3 years we get a really big decline.  Despite the fact we are near highs, the S&P short interest is at all time highs.  There is tremendous bearishness yet he sees from his models that we have healthy markets.  He thinks there are a lot of people on the wrong foot on this market.  This is a great contrarian indicator. After a 2/3rd decline in energy we are likely to have a 50% upside. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2016-05-25 HOLD A Comment -- General Comments From an Expert
A Commentary
Michael Decter

Dividends and capital growth for the top 5 Canadian banks going forward? Historically Canadian banks have been one of the best performing asset classes of all time. There has been some concern that perhaps with lower interest rates and defaults in the oil patch, they might be a worse investment. Bank of Montréal (BMO-T) came out with pretty good earnings today and raised their dividend by 2%. Feels the banks are very, very solid. Not sure he would be buying at this time, but would continue holding them.


Price: $0.020
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 COMMENT A Comment -- General Comments From an Expert
A Commentary
Michael Decter

Lithium? He wasn’t courageous enough to plunge into the lithium bubble. This is the new poster child for a commodity that is going to be in batteries. If Tesla builds all those cars that they have taken deposits on, and if lithium turns out to be the magic battery component, then there may be growth in lithium. The problem is the same as when you have a gold or copper bubble, literally dozens or hundreds of firms materialize and you don’t know which ones actually own lithium or just have an idea of it. If you own some and you have had a good run, at least take your original investment off the table.


Price: $0.020
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 TOP PICK AGT Food & Ingredients
AGT-T
Michael Decter

A fascinating company and has one of the most remarkable entrepreneurs leading it. One of the largest producers globally of pulse crops, processors of lentils, field peas. Grows in Saskatchewan and a bit in Australia and the Dakotas. They are starting to convert to making ingredients for food, a higher margin business. Dividend yield of 1.67%.


Price: $35.910
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 HOLD Altagas Ltd
ALA-T
David Burrows

Dividend growth is not what it was over the last few years.  You are buying it as a bond proxy, rather than a dividend growth stock going forward.  The dividend is okay, but there are better names in the utilities.  H-T, for example.


Price: $31.290
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 HOLD Alerian MLP ETF
AMLP-N
David Burrows

Energy infrastructure and pipelines.  They wrap up tax reporting into a single figure.  That is the attraction.  You are less likely to see volume growth with oil where it is.  This is going to be an income name only, no growth.


Price: $12.370
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 COMMENT A&W Revenue Royalties Income Fund
AW.UN-T
Michael Decter

His only negative is that it trades modestly enough that it is hard for him to buy a big position. This has great growth. They really made a statement when they changed the meat they were using, along with a good ad campaign.


Price: $30.990
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 COMMENT BCE Inc.
BCE-T
Michael Decter

Canadian rates are staggeringly high compared to other jurisdictions. Despite many governments promising they were going to introduce competition in the sector, nobody has successfully done that. He doesn’t own this because he feels that someday there may be price competition of a real sort, but then again, maybe not.


Price: $60.540
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2016-05-25 BUY Brookfield Renewable Energy
BEP.UN-T
David Burrows

It is a good long term energy investment. 


Price: $38.350
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 TOP PICK Blackrock Inc.
BLK-N
David Burrows

Investment management company, absolute leader in ETFs.  Money is moving its way toward ETFs.  Money has been leaving equities this year, but they are seeing net capital inflows.  Their margins are expanding.  17 times earnings.


Price: $364.090
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Bank of Nova Scotia
BNS-T
David Burrows

BNS-T vs. NA-T.  Totally different.  BNS-T is a global bank leaning toward the Caribbean.  NA-T is not the same thing.  This environment is constructive for developed markets with energy prices staying stable.  He prefers more North American exposure so chooses NA-T.  He would prefer RY-T to either of these.


Price: $64.590
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
2016-05-25 BUY Boston Pizza Royalties
BPF.UN-T
Michael Decter

This is a pretty good entry point. If you can be patient, pick away at it through the summer, which might be a good way to accumulate a position.


Price: $18.500
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 BUY Brookfield Property Partners
BPY.UN-T
Michael Decter

(Market Call Minute.) He likes all the Brookfield companies.


Price: $31.460
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-25 TOP PICK Boyd Group Income Fund
BYD.UN-T
Michael Decter

A consolidator of auto body and auto glass. They’ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.


Price: $74.680
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 PAST TOP PICK CitiGroup
C-N
David Burrows

(Top Pick Jun 4/15, Down 14.58%) Got stopped out and got out of financials last year.  This group looks quite attractive right now.  This one gives you global exposure.


Price: $46.940
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 BUY CCL Industries (B)
CCL.B-T
David Burrows

(Market Call Minute) Will continue to be attractive.  They have been great at executing.


Price: $225.860
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 BUY Cineplex Inc
CGX-T
David Burrows

They have done a great job of executing.  It has been a good year with Star Wars.  It might be a tougher year next year.  They recently made a new high, but looks like it is ready to lift.  He would have no problem owning it.  This one is attractive from a yield (3.1%) point of view.


Price: $51.730
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: No
2016-05-25 PAST TOP PICK Cineplex Inc
CGX-T
Michael Decter

(A Top Pick July 16/15. Up 9.57%.) His largest position across all his portfolios. Still a Buy. Thinks they are going to have a series of their best years ever. In about 3 years, their CapX falls off, and then the dividend will really go up. Growth is coming from their ability to put people into more expensive seats.


Price: $51.730
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 COMMENT Chemtrade Logisitics Inc.
CHE.UN-T
Michael Decter

Likes this and the dividend, which he thinks is sustainable. Feels it is gaining some good ground back, so he stuck with it and will continue to hold it. A good, steady dividend payer and a well-run company.


Price: $17.840
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 TOP PICK Clearwater Seafoods Inc.
CLR-T
Michael Decter

The real play is the appetite of the world for protein, particularly seafood. They are not only harvesting efficiently, but marketing all over the world, particularly in Asia. Dividend yield of 1.39%.


Price: $14.410
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-25 BUY Cisco
CSCO-Q
David Burrows

They are at the heart of data transfer.  They are an absolute leader in the group.  Margins are rising and they are increasing their percentage of services.  As video picks up in use over the web they are part of the infrastructure.  The stock just broke out to new highs.  It is not expensive – 11 times earnings.  They are committed to returning 50% of free cash flow to investors.  19% per year dividend increases.


Price: $28.920
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Yes
2016-05-25 DON'T BUY Canadian Western Bank
CWB-T
David Burrows

His macro view is that structurally energy could be tough for a longtime.  He does not like something that is broken and that you hope is fine.  He prefers outside of Western Canada.


Price: $25.900
Subject: NORTH AMERICAN - LARGE
Bias: CONTRARIAN
Owned: Unknown
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