stockchase picture

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

Recent Opinions

Date Signal Company Expert Opinion Price
2003-08-06 BUY Methanex Corp
MX-T
Gavin Graham Nova chemicals put their stock on the market, which reduced demand.This stock should really start to move over the next few months.
Price: $12.750
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2003-08-06 BUY Inco
N-T
Gavin Graham The longer the strike goes on, the more valuable nickel becomes.The project in New Caledonia is on again.Have good assets.Should have 15% compound growth over the next several years.
Price: $32.780
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-08-06 WAIT Niko Resources
NKO-T
Peter Linder Had a phenomenal run.Trading at around 12/14 times this years cash flow.They'll double their production next year and again in 2005.On an asset value basis, it will be worth $35/50.Short term is fully valued.
Price: $26.000
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2003-08-06 DON'T BUY Nortel
NT-T (Dead)
Gavin Graham Don't expect much growth.Will be a survivor.
Price: $4.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2003-08-06 DON'T BUY Open Text
OTC-T
Gavin Graham They have a good product.Earnings have been flat.Management has not been delivering.
Price: $35.100
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2003-08-06 BUY Power Financial Corp
PWF-T
Gavin Graham Has done pretty well in the last year.Good assets.They are raising dividends.
Price: $43.300
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-08-06 TOP PICK QLT Inc
QLT-T
Gavin Graham They are finding more and more uses for their product.Could be used in cancer treatment.World-class technology.
Price: $21.920
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-08-06 DON'T BUY Real Resources
RER-T
Peter Linder Offers great value , but they have disappointed consistently on their production targets.Could be dead money.
Price: $4.700
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2003-08-06 BUY RenaissanceRe Holdings
RNR-N
Gavin Graham Reported good numbers.Good sector.
Price: $42.570
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-08-06 WEAK BUY Sherritt International Corp.
S-T
Gavin Graham Has been volatile.Good exposure to minerals and base metals.Not a bad way to play an improving economy.Pretty cheap.
Price: $5.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2003-08-06 TOP PICK Sunlife Financial
SLF-T
Gavin Graham Likes financial services.Clarica has been integrated quite well.Expect 15% earnings growth will continue for a long time.Expects an increase in dividend.Good assets.
Price: $29.140
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-08-06 WEAK BUY Telus Corp
T-T
Gavin Graham Have had a good earnings report.An OK yield.Prefers B.C.E. for the higher dividend.
Price: $24.900
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-08-06 BUY Toronto Dominion
TD-T
Gavin Graham Expect it to go somewhat higher.Banks are at 11/12 X earnings , which is pretty cheap, so stocks should go up about 10/15 percent.You also get a 3% dividend as well.One of the more economically leveraged banks.
Price: $36.630
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-08-06 BUY Tusk Energy
TSK-T
Peter Linder A quality and low risk company.Inexpensive.Trading at 3 X this years cash flow.Good drilling opportunities.
Price: $3.710
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2003-08-06 DON'T BUY Viterra Inc
VT-T (Dead)
Gavin Graham A good harvest on the Prairie this year.Expect it will be double from last year.Corporate restructuring has diluted the shares too much.
Price: $0.295
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-08-06 TOP PICK Winstar Resources
WIX-T (Dead)
Peter Linder Was a top pick previously and has doubled.A potential double from here in about a year.Best managed micro cap company.Production is rapidly growing.Looking at between 35 and $.40 per share cash flow next year.Not expensive
Price: $1.060
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2003-08-06 DON'T BUY Westport Innovations
WPT-T
Gavin Graham Great product, but years away from commercialization.Very limited revenues and no earnings.
Price: $1.810
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-08-05 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
David Taylor, MBA, CFA Have fallen on hard times.Have to renegotiate their debt.Cut their dividend.Too expensive
Price: $12.680
Subject: CANADIAN VALUE
Bias: BULL
Owned: Unknown
2003-08-05 WEAK BUY Algoma Steel
AGA-T (Dead)
David Taylor, MBA, CFA Its worth having a look at.An under loved stock.Strong management.Just looking at it now.
Price: $2.360
Subject: CANADIAN VALUE
Bias: BULL
Owned: No
2003-08-05 DON'T BUY BlackBerry
BB-T
David Taylor, MBA, CFA Going up because of rumors that Hewlett Packard was going to take them over.It could happen, but doesn't expect it to.
Price: $35.200
Subject: CANADIAN VALUE
Bias: BULL
Owned: Unknown
2003-08-05 DON'T BUY Bombardier Inc (B)
BBD.B-T
David Taylor, MBA, CFA There are a lot of skeletons in their closet.Don't understand what their margins are.Don't know how much money they make with each jet.Prefers Embrior.
Price: $5.080
Subject: CANADIAN VALUE
Bias: BULL
Owned: Unknown
2003-08-05 HOLD CAE Inc
CAE-T
David Taylor, MBA, CFA A great turnaround stock.
Price: $6.150
Subject: CANADIAN VALUE
Bias: BULL
Owned: No
2003-08-05 BUY Carnival Corp.
CCL-N
Peter Arender, CFA Earnings are showing some improvement.Good entry point.
Price: $33.590
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2003-08-05 DON'T BUY Coolbrands (A) Sold to Nestle
COB.A-T
David Taylor, MBA, CFA Has done exceptionally well.Wouldn't buy here.
Price: $17.050
Subject: CANADIAN VALUE
Bias: BULL
Owned: No
2003-08-05 PAST TOP PICK Cinram
CRW.UN-T (Dead)
David Taylor, MBA, CFA (Was the top pick, on May 27/03.Up 67%.)A little high now, but would buy back on weakness.Expects to see $30.
Price: $24.000
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 BUY on WEAKNESS Cisco
CSCO-Q
Peter Arender, CFA Looks OK.Not showing growth yet.Very well run company.Valuation may be a little high.Buy at 10/20 percent lower.
Price: $18.860
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 TOP PICK CVS Corp.
CVS-N
Peter Arender, CFA Have had to sell some stores , but management has righted the ship.Have now added 200 stores.Stock is ridiculously cheap.
Price: $29.330
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 BUY Dofasco
DFS-T
David Taylor, MBA, CFA A top quality.Well run.Great assets.Manages to make money, even though the steel industry is down.Thinks steel prices are ready to turn.Dividend.
Price: $29.840
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 DON'T BUY Encana Corp
ECA-T
Peter Arender, CFA Looks a little bit less attractive than other oil and gas stocks.Trading at a discount.Gradually selling off to move into smaller companies traded.
Price: $49.150
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2003-08-05 BUY Embraer EmpresaBrasileira
ERJ-N
David Taylor, MBA, CFA Extremely profitable.Have a new line of 100 seat aircraft.Prefers over Bombardier.
Price: $17.180
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 DON'T BUY Ford Motor
F-N
David Taylor, MBA, CFA Auto inventories are high.A lot of competition.Balance sheet is weak.
Price: $10.520
Subject: CANADIAN VALUE
Bias: BULL
Owned: Unknown
2003-08-05 BUY Goldcorp Inc
G-T
Peter Arender, CFA Starting to show some positive earnings momentum.Likes the way they use or balance sheet. A low-cost producer.
Price: $17.140
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2003-08-05 WEAK BUY CGI Group (A)
GIB.A-T
Peter Arender, CFA It uses a balance sheet well.At a very fair price.Will be a slow gradual grind higher.
Price: $7.850
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 TOP PICK Gerdau Ameristeel Corp
GNA-T (Dead)
David Taylor, MBA, CFA A Brazilian steel Co..Second largest mini-mill in North America.Huge leverage to steel pricing.
Price: $2.640
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 BUY on WEAKNESS IPSCO Inc
IPS-T
David Taylor, MBA, CFA Running at half of capacity, right now.New management is extremely strong.Would consider buying in the high, $12 or low, $13.A good long-term hold.
Price: $13.050
Subject: CANADIAN VALUE
Bias: BULL
Owned: No
2003-08-05 HOLD Quebecor World
IQW-N
David Taylor, MBA, CFA A world leader, but struggling.Printing industry is very tough.Continually disappointing.Focused on cost cutting.Should double in two years time.
Price: $23.500
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 PAST TOP PICK McDonalds
MCD-N
David Taylor, MBA, CFA (A top pick on May 27, 2003.Up to 27%. ) Done a great job.The turnaround has begun.Lower US dollar has helped because of the global nature of their business.A strong cash flow.They've announced a share buyback.Limited upside from here.
Price: $22.000
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 TOP PICK Merck & Company
MRK-N
Peter Arender, CFA Trading at a significant discount.Has been getting left behind.
Price: $53.510
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 BUY on WEAKNESS Metro Inc (A)
MRU-T
Peter Arender, CFA One of the more expensive grocer companies.A good buy on any weakness.Growing earnings very nicely.
Price: $19.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 HOLD Methanex Corp
MX-T
David Taylor, MBA, CFA Dividend of 5%.A great company.Cheap.
Price: $12.500
Subject: CANADIAN VALUE
Bias: BULL
Owned: No
2003-08-05 BUY Methanex Corp
MX-T
Peter Arender, CFA The cost of making methanol has gone up.Prices for end product were not what expected.Ridiculously cheap.
Price: $12.500
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 BUY Northstar Aerospace
NAS-T (Dead)
David Taylor, MBA, CFA Trying to take over Vector.Dirt cheap.Extremely illiquid.
Price: $3.400
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 BUY Northbridge Financial
NB-T
Peter Arender, CFA Have been down and out for quite awhile.Starting to recover.Thinly traded.Speculative.
Price: $9.250
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 TOP PICK Placer Dome
PDG-T
David Taylor, MBA, CFA Expects there will be more acquisitions.A perfect fit for Newmont.
Price: $17.340
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 DON'T BUY Moore Wallace Inc
RRD-N
David Taylor, MBA, CFA Good company.Stock has done very well.Benefited from the synergies of the merger.Fairly priced right now
Price: $20.650
Subject: CANADIAN VALUE
Bias: BULL
Owned: Unknown
2003-08-05 DON'T BUY Royal Bank
RY-T
Peter Arender, CFA Fully valued now.
Price: $58.120
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 PAST TOP PICK Royal Group Tech.
RYG-T (Dead)
David Taylor, MBA, CFA (Was a top pick on May 27/03.Up 27 1/2 percent.)The last quarter was no great shakes.Stock is dirt cheap.
Price: $11.000
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 TOP PICK Sobeys
SBY-T
Peter Arender, CFA (Was the top pick.April 9, 2003.No change.)While the rest of the market has gone up Sobeys has dropped.A good buying opportunity.P/E of 12.
Price: $35.780
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 BUY Shoppers Drug Mart Corp
SC-T (Dead)
Peter Arender, CFA There are a lot of sellers waiting in the wings.Still trading at a discount to what its worth.
Price: $26.400
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2003-08-05 DON'T BUY Stelco Inc
STE-T (Dead)
David Taylor, MBA, CFA They have serious issues.Could go under.Mismanaged costs.
Price: $1.300
Subject: CANADIAN VALUE
Bias: BULL
Owned: No
2003-08-05 BUY Suncor Energy Inc
SU-T
Peter Arender, CFA Has 30/35% upside.They have declining capital expenditure requirements.Will be generating great returns on their assets.Good balance sheet
Price: $25.390
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2003-08-05 BUY Sceptre Investment Council Ltd
SZ-T (Dead)
David Taylor, MBA, CFA Taking the proper steps to reduce illiquidity.Will probably eliminate the multi-vote.Getting ready for a takeover.Very cheap.
Price: $6.210
Subject: CANADIAN VALUE
Bias: BULL
Owned: Unknown
2003-08-05 DON'T BUY Telus Corp
T-T
Peter Arender, CFA Recovering from a financial crisis.Trading at 30/40% higher than they think its worth.Some downside risk.
Price: $24.700
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 DON'T BUY Teck Resources Ltd. (B)
TCK.B-T
Peter Arender, CFA Valuation is quite high.So they just sold.Will probably have a pullback.
Price: $12.730
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2003-08-05 HOLD Toronto Dominion
TD-T
David Taylor, MBA, CFA You should not own this bank for future mergers.They stumbled on Td Waterhouse.Valuation is fair.Strong dividend.
Price: $36.910
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-05 BUY Toronto Dominion
TD-T
Peter Arender, CFA Now on the mend and trading at a discount. Risk/reward looks better then Royal.
Price: $36.910
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2003-08-05 DON'T BUY Tembec Inc.
TMB-T
David Taylor, MBA, CFA A beaten up company.The balance sheet is weak.Need a lower Canadian dollar.Doesn't generate much free cash flow.
Price: $7.850
Subject: CANADIAN VALUE
Bias: BULL
Owned: Unknown
2003-08-05 BUY VSM MedTech Ltd.
VSM-T
David Taylor, MBA, CFA One of the best stories he's heard in a long time.Has done exceptionally well.Selling their product globally.Margins are over 50%.A buy and hold stock.
Price: $4.430
Subject: CANADIAN VALUE
Bias: BULL
Owned: Yes
2003-08-01 BUY A Comment -- General Comments From an Expert
A Commentary
David Cockfield Likes new management.Trimmed costs.Good properties.
Price: $2.020
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2003-08-01 WEAK BUY A Comment -- General Comments From an Expert
A Commentary
David Cockfield A gassy stock.Some people do not like involvement in coal bed methane.Will require a number of wells.
Price: $5.850
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
Showing 110,581 to 110,640 of 131,093 entries