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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
2005-11-15 WAIT Valeant Pharmaceuticals
VRX-T
Mark Jackson, CFA Has ahd a very good move in the last couple of months with fairly good announcements and the stock has had a step up in terms of valuation. Wouldn't chase it here, but would wait for a little bit of weakness in the price.
Price: $31.870
Subject: NORTH AMERICAN - LARGE
Bias: BULL on GAS
Owned: No
2005-11-15 BUY Veresen Inc
VSN-T
Peter Brieger 3 favourite pipelines he owns are Fort Chicago (FCE.UN-T), Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T). This is probably the riskiest in that it has a gas processing plant in Chicago and if the ratio of oil to natural gas sinks below 6 to 1, then their gas operations are impacted. Expect thier distribution of $0.96 per share will continue. Prefers the other 2, but are buying all 3 for new accounts.
Price: $10.950
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2005-11-15 WEAK BUY Exxon Mobil
XOM-N
Mark Jackson, CFA Have $5 US cash and this could be turned back in the form of a dividend or stock buy back. Will probably use some of it for exploration. All the big oil companies have a lot of cash on hand now. Would rather look to something like Encana (ECA-T) which has more leverage to gas.
Price: $56.430
Subject: NORTH AMERICAN - LARGE
Bias: BULL on GAS
Owned: No
2005-11-15 BUY Zed.i Solutions Inc
ZED-X (Dead)
Peter Brieger Reecently judged to be one of the top 50 fastest growing companies in Canada. Looking out 2/3 years, it should be very much higher.
Price: $1.310
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2005-11-15 DON'T BUY Zenon Environmental
ZEN-T
Peter Brieger Specializes in water treatment facilities. A great company in the right area. Have stumbled recently because of production delays. Incredibly high priced at 30 X earnings and very thinly traded making it hard to trade.
Price: $21.250
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: No
2005-11-14 DON'T BUY AbitibiBowater Inc.
ABH-T (Dead)
Brian Acker, CA The newspaper business is a really tough one. Looking for a loss in Dec/06 of $0.04. If you own and it drops to the $3.50 level, get out.
Price: $4.030
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-14 DON'T BUY Barrick Gold
ABX-T
Brian Acker, CA Doesn't like golds. Has a model price of $22.68, a negative 26% differential. Hasn't been any value in this name for 2 or 3 years.
Price: $30.650
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-14 BUY on WEAKNESS Bank of America
BAC-N
Brad Willock Good management and has a very good dividend yield. What bothers him is that they seem determined to acquire other companies, but they are pretty good at it.
Price: $45.620
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 BUY on WEAKNESS CitiGroup
C-N
Brad Willock The largest financial and a big part of the index. The financials have been the best perfoming sector in the US in the last 6 weeks because the market was afraid of inflation earlier. At this point you have missed the good move in it. Wait for a little bit of weakness.
Price: $48.240
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 BUY CI Financial Corp
CIX-T
Brian Acker, CA Still more value in this stock.
Price: $22.840
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 BUY on WEAKNESS Canadian Tire Corporation Ltd. (A)
CTC.A-T
Brian Acker, CA Has a model price of around $78. Try to pick it up on weakness.
Price: $65.860
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 HOLD Dell Computers
DELL-Q (Dead)
Brad Willock Cheap enough not to worry about it right here. Getting some price competition.
Price: $29.460
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 PAST TOP PICK Quest Diagnostics Inc.
DGX-N
Brad Willock (A Top Pick Aug 31/05. Down 1.5%.) Took a big drop in October and bought more. A fabulous cash flow machine. A good long term holding.
Price: $48.210
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 BUY Encana Corp
ECA-T
Brian Acker, CA Has a model price of $69.42, a 34% differential.
Price: $51.480
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 DON'T BUY General Electric
GE-N
Brad Willock The difficult thing with it is that it is half financial services and half manufacturing. The manufacturing/industrial part of the business is really doing well. The market is worred about their financial side with home loans, etc.
Price: $34.400
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 WEAK BUY Alphabet Inc (C)
GOOG-Q
Brad Willock Potentially the company might earn $8 next year which is a multiple of 50 X next year's earnings. This makes it one of the most expensive stocks in the market, but it's growing at a prodigious rate. If you own, you have to believe that $8 ie wrong and it's going to be more like $9/10 and hope it will be $11/12 by NOv/06.
Price: $396.970
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: No
2005-11-14 DON'T BUY Honda Motor Ltd.
HMC-N
Brad Willock A very good company. Whether it is a great stock will depend on if the US autos will 1) fix themselves and 2) if they give incentives to purchase cars. Over the long term, it's a good company, but may have gotten a little expensive.
Price: $26.560
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Unknown
2005-11-14 DON'T BUY H. J. Heinz Co.
HNZ-N (Dead)
Brad Willock Have been hurt by fuel costs. Nice dividend, but you won't get a lot of capital appreciation. Would prefer Kellog's (K-N).
Price: $35.500
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: No
2005-11-14 TOP PICK Husky Energy
HSE-T
Brian Acker, CA Model price is $82. A 47% differential. Expects them to declare a special dividend.
Price: $55.810
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 BUY IBM
IBM-N
Brad Willock Likes this company. Has been thinking of buying, but he has a lot of technology in his portfolio. Expects it will have a good strong 4th quarter. Not eapensive.
Price: $84.360
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: No
2005-11-14 BUY Ingersoll-Rand Co
IR-N
Brad Willock An interesting company. Has kind of a hodge podge of businesses. If housing were to slow, a lot of people would make the link that the sale of bobcat machinery would slow. A cheap company. Its eaarnings are not valued very highly. Good dividend. Doesn't have any significant risk at this price.
Price: $39.020
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Unknown
2005-11-14 BUY Kellog
K-N
Brad Willock Input costs of grains have been coming down. Buy at around $44 and then sell at around $50 in the spring.
Price: $44.700
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 DON'T BUY 3M Co.
MMM-N
Brad Willock Has a fair bit of exposure to the consumer and he has tried to orient his portfolio taway from consumer oriented companies.
Price: $77.630
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: No
2005-11-14 TOP PICK Morgan Stanley
MS-N
Brian Acker, CA All the brokers are making new highs. This one continues to lag. Has huge value. Has a model price of almost $80, a 43% differential.
Price: $55.610
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 HOLD Methanex Corp
MX-T
Brian Acker, CA Has a model price of $29. Would love to see it back at $15.25 which would be a slam dunk buy. Thinks it will easily go to $21. Earnings estimates have been coming down on this stock. If it goes to $21, sell it.
Price: $19.510
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-14 BUY Inco
N-T
Brian Acker, CA Has a model price of $71. A 32% differential. Probably the high would be $60 when he would probably exit the position.
Price: $53.900
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 WEAK BUY Norbord Inc.
OSB-N
Brian Acker, CA Doesn't see much happening tp this company. It could spike up to the $15 range. He has 12 estimates, but doesn't feel really good about them. It's a cyclical cyclical. Has a model price of $24.
Price: $11.350
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-14 TOP PICK Petro-Canada
PCA-T
Brian Acker, CA Has a model price of almost $70. His analysis shows this is the cheapest company in the TSX. There's a differential of 66%.
Price: $41.760
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 PAST TOP PICK Phelps Dodge Corp
PD-N
Brad Willock (A Top Pick Aug 31/05. Up 15.5%.) 2nd biggest copper producer in the world. Has a lot of cash. Declared a special $5 dividend.
Price: $124.160
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 DON'T BUY Pfizer Inc
PFE-N
Brad Willock Not a fan of the big drug companies. They are under tremendous pressure. One of the biggest expenses the US has to grapple with is health care, so the government is now on the side of the consumer, so it would be very hard for big pharma to have the kind of margins and sales growth they used to have.
Price: $22.250
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: No
2005-11-14 PAST TOP PICK Rockwell Automation Inc.
ROK-N
Brad Willock (A Top Pick Aug 31/05. Up 8.5%.) Still likes and could see holding the stock for a good long while.
Price: $56.620
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 BUY Rona Inc
RON-T
Brian Acker, CA Has a model price of $33.59. A 54% differential.
Price: $21.730
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-14 WEAK BUY Sandisk Corp
SNDK-Q
Brad Willock One of the largest makers of flash memory. This stock has been riding the wave of all these portable devices. Doesn't think this wave is over. The long term outlook looks great. Suggests that buyer beware at currrent prices.
Price: $61.350
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Unknown
2005-11-14 DON'T BUY Telus Corp
T-T
Brian Acker, CA Has a model price of $35.55, a negative 55% differential.
Price: $48.370
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-14 DON'T BUY Time Warner Inc
TWX-N
Brad Willock Their AOL asset is a decent asset but the Time/Warner property is part of their problem. Large TV networks advertising is a difficult model to run and their CBS is no exception. The whole media sector, television, newspapers and radio is undergoing a tremendous transformation. Internet assets are growing at their expense.
Price: $17.760
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: No
2005-11-14 TOP PICK Textron Inc
TXT-N
Brad Willock Primarily Cessna (business aircraft) and Bell Helicopter. The Cessna is sold out for a couple of years and the helicopter section is doing well. The company has one other area that will be sold off.
Price: $74.610
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 TOP PICK United Technologies
UTX-N
Brad Willock One of the best managed companies in the stock exchange. Otis Elevator, Pratt & WHitney Aircraft engines, Sigorsky Helicopters and Carrier Air Conditioning. Not that expensive.
Price: $53.550
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 COMMENT Valero Energy Corp
VLO-N
Brad Willock Refineries are not being built so they are valuable assets to companies. Thinks the US will create some insentives for compaies to expand. They take years to build, so it will be a very slow process.
Price: $100.280
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Unknown
2005-11-14 BUY Valeant Pharmaceuticals
VRX-T
Brian Acker, CA Has a model price of $39.55 which is a differential of today's close of 24%. Stiill some room to grow.
Price: $31.850
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-11-14 BUY Weatherford International Inc.
WFT-N (Dead)
Brad Willock A gas/oil drilling company. Likes the drillers. With all the money oil companies have now, a lot of drillers are going to be engaged.
Price: $63.750
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Unknown
2005-11-14 DON'T BUY Wal-Mart Stores Inc.
WMT-N
Brad Willock Market seems to like what they have done and that their results were not as bad as had beeen feared. Their comments about Christmas seeems to be driving the stock higher. Still not that expensive and its dividend yield is OK. Because of their massive size, growth is going to be difficult for them.
Price: $49.300
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Unknown
2005-11-14 DON'T BUY TSX Group
X-T
Brian Acker, CA Overpriced. Has a model price of $31.
Price: $38.350
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-14 TOP PICK XTO Energy Inc.
XTO-N (Dead)
Brad Willock Land locked gas, mostly in Texas and weather is not going to be a problem. Have a lot of gas reserves, so not much R&D required. Under $40, the stock is pretty cheap. Use as a trade and take 10/15% moves over the next several months.
Price: $39.060
Subject: US LARGE
Bias: BULL on US EQUITIES
Owned: Yes
2005-11-14 DON'T BUY Zarlink
ZL-T (Dead)
Brian Acker, CA Has no earnings. Forcast to have $0.09 in March/06 and in Mar/07 it's going to have $0.03. Using the Mar/07 figure ge comes up with a value of $0.85.
Price: $2.170
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2005-11-11 TOP PICK Apple
AAPL-Q
David Burrows Feels the market is focusing on them for their iPods and great computers. Feels their longer term theme is to become the digital hub of the home. Have some Intel based computers that are going to come in January/February which will present more significant upside. Also likes their iTunes software that they put out is now selling video content.
Price: $61.540
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2005-11-11 HOLD Progressive Waste Solutions Inc
BIN-T
James Leung A very well managed company. A non-cyclical business of waste management, garbage collection and landfill. Just reported excellent results as usual. Because they have some operations in the US, there may be an opportunity for them to develop a more efficient tax structure.
Price: $27.600
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Yes
2005-11-11 BUY Bonavista Energy Corp
BNP-T
James Leung One of the better energy trusts that are currently on the market. Excellent management. Reserve life is about 9 years and the quality of the assets is excellent. This trust always focus on high working interest and low risk drilling prospects.
Price: $33.150
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Yes
2005-11-11 BUY Boston Pizza Royalties
BPF.UN-T
James Leung Generally does not participate in restaurent royalty funds, but this one has had a very good record of same store sales growth for the past 10 years.
Price: $14.700
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Yes
2005-11-11 TOP PICK CASH
CASH
David Burrows When you are in a period of transition in the market, this is where yoiu see risk. His models showed risk at the beginning of October and they have not turned positive.
Price: $18.750
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2005-11-11 BUY on WEAKNESS CCS Income Trust
CCR.UN-T
James Leung An energy service company that cleans up waste. A boon to the service sector. Not inexpensive, so buy on the dips. A low 4% yield because they have a growth profile which is in the high single digits.
Price: $32.410
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Yes
2005-11-11 TOP PICK CML Healthcare
CLC-T (Dead)
James Leung Have a laboratory blood and urine testing section in Ontario as well as a medical imaging business in 5 provinces. One of Canada's best health care companies. Expects the Ontario government will be giving approval for an increase in fees.
Price: $13.030
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Yes
2005-11-11 HOLD Canadian Oil Sands
COS-T (Acquired
James Leung The only pure play in the syncrude oil project. The distribution increase had been factored into the share price and once it was announced, the stock price fell back. The driver to this investment would be energy prices.
Price: $111.020
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Yes
2005-11-11 DON'T BUY Cognos
CSN-T
David Burrows This is a stock that's hitting new lows against a market that's rallying in the software stocks over the last short while. You don't want to own under performance.
Price: $40.150
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2005-11-11 DON'T BUY DH Corporation
DH-T
James Leung The major supplier of printed cheques to the chartered banks. Cheque usage has been in decline. Have a lot of cost efficiencies. Has had some earnings revisions downwards.
Price: $18.290
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: No
2005-11-11 BUY Entertainment One Income Fund
EOF.UN-T
James Leung The largest national wholesaler of DVD's and CD's in Canada. Recently made a US acquisition of a content provider. This will be less seasonal and cyclical with higher margins. At the current price, the distribution is 24%.
Price: $6.250
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Yes
2005-11-11 COMMENT Fording Canadian Coal Trust (Inc Trust)
FDG.UN-T
James Leung Have been hearing about a re-organization to a royalty trust, but doesn't believe this will result in any tax savings for unit holders.
Price: $41.300
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: Unknown
2005-11-11 BUY Goldcorp Inc
G-T
David Burrows If Barrick (ABX-T) and Placer (PDG-T) can put their deal together, it's a big win for Goldcorp.
Price: $23.450
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2005-11-11 HOLD Gienow Windows & Doors Income Fund
GIF.UN-T
James Leung Has benefited from the recent housing boom and all the construction activity in North America. Payout ratio is above 90%. If you believe that the housing sector will be strong, this is a name you can continue to hold.
Price: $8.250
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: No
2005-11-11 DON'T BUY Golf Town Income Fund
GLF.UN-T
James Leung A very fragmented market with a lot of smaller players. A discretionary fund which they are not interested in.
Price: $10.290
Subject: INCOME TRUSTS (BUSINESS & ENERGY)
Bias: CAUTIOUS on ENERGY
Owned: No
2005-11-11 DON'T BUY Great West Lifeco
GWO-T
David Burrows Insurance companies in general are performing quite well. This one is underperforming to some degree. Prefers Manulife (MFC-T).
Price: $28.600
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
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