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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
2004-03-26 TOP PICK Waste Management
WM-N
Francis Gannon Has been an ongoing turnaround story for several years. 3 1/2% yield. A late cycle play from an economic standpoint. Reasonable valuation.
Price: $28.300
Subject: NOT APPLICABLE
Bias: BULL
Owned: Yes
2004-03-26 WEAK BUY Zarlink
ZL-T (Dead)
Ian Ainsworth A good company. Very diverse product line. Has been in restructure mode for the last year. There are indications that they can turn it around. 2.6 X sales.
Price: $5.070
Subject: NORTH AMERICAN (GROWTH)
Bias: BULLISH
Owned: Yes
2004-03-25 TOP PICK A Comment -- General Comments From an Expert
A Commentary
Robert Floyd Sees fairly strong earnings progression. Their European operations should continue to supply a good bit of growth.
Price: $31.700
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 TOP PICK Alliance Atlantis Communications Inc. (B)
AAC.B-T (Dead)
Robert Floyd Likes their newly announced strategy. Writing down some of their problems that they have had which have hurt profitability. Profitability going forward should be very dynamic.
Price: $25.740
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 DON'T BUY Aur Resources
AUR-T (Dead)
Robert Floyd Got a little negative on the metals and minerals sector.
Price: $6.540
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 HOLD Brascan Corporation
BAM.LV.A-T
Robert Floyd Has done well over the last little while. Offers a reasonable dividend.
Price: $50.550
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Unknown
2004-03-25 HOLD Bombardier Inc (B)
BBD.B-T
Robert Floyd A late cycle stock, i.e. airplane sales tend to happen late in the cycle. Over time, the stock will work its way higher.
Price: $5.890
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 DON'T BUY BCE Inc.
BCE-T
Robert Floyd Changing from a possible income trust to an acquirer of another company has roiled the waters for both this company and BCE. Would avoid both at this time.
Price: $27.950
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 BUY CitiGroup
C-N
Andrew McCreath A very attractive way to play global macro markets. Going into China to issue credit cards. Good balance sheet and dividend yield.
Price: $50.260
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 TOP PICK CI Financial Corp
CIX-T
Andrew McCreath Likes the 4% yield. Don't expect they will buy back shares because this would increase Sun Life ownership. Good probability that in the next 18 months, Sun Life makes a move to increase their interest in the company. Good distribution of the product.
Price: $14.900
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: Yes
2004-03-25 SELL ConjuChem Inc
CJB-T (Dead)
Andrew McCreath An incredibly expensive stock. Market has been expecting some trial news that they believe will cause drug companies to want to own the Company. Risky.
Price: $13.550
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 DON'T BUY Coolbrands (A) Sold to Nestle
COB.A-T
Andrew McCreath Feels it's going to pause for a while.
Price: $23.090
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 BUY Canadian Pacific Rail
CP-T
Robert Floyd The strong Cdn$ has hurt their earnings. Fuel costs have also cut in to their profitability. Feels the earnings will start to turn around. Should benefit from the stronger economy.
Price: $31.250
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 BUY Cryptologic
CRYP-Q (Dead)
Robert Floyd Feels the earning power is there. A very strong balance sheet. Likes their strategy of focusing on their big customers.
Price: $20.650
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 DON'T BUY Domtar Inc.
DTC-T
Robert Floyd Would be cautious on the paper/forest industry. Likes to buy in the fall and sell in the spring. Don't buy and hold.
Price: $15.150
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 DON'T BUY Extendicare Inc
EXE-T
Robert Floyd Analysts' expectations are for slightly higher highs. Have been selling some of their Florida assets. Fully priced.
Price: $14.740
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 VAGUE Goldcorp Inc
G-T
Robert Floyd Should participate in any major gold rally.
Price: $18.680
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 BUY GEAC Computer
GAC-T
Robert Floyd Has been going through a difficult time, but likes the outlook for it. Feels their stable customers are firming up.
Price: $8.500
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 BUY Harry Winston Diamond Corp.
HW-T (Dead)
Andrew McCreath Has a world class diamond mines and good prospects to grow the reserve base. Have tremendous earnings and cash flow on a forward basis. Good, long-term growth story.
Price: $43.060
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 VAGUE Just Energy Group
JE-T
Andrew McCreath Good business model. Biggest risk is interest rates. Growth will not be as fast.
Price: $16.550
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 WEAK BUY MegaBrands
MB-T (Dead)
Andrew McCreath Taking market share from Lego. Increasing their product line also. Well hedged on foreign-exchange. A seasonal play, so dead money for a while.
Price: $20.000
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 DON'T BUY Manitoba Telecom Services
MBT-T
Robert Floyd Changing from a possible income trust to an acquirer of another company has roiled the waters for both this company and BCE. Would avoid both at this time.
Price: $48.050
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 DON'T BUY Motorola
MSI-N
Andrew McCreath Trying to get cleaned up, but they still have some dogs. Would be concerned about the Chinese competition. Not cheap.
Price: $17.250
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 BUY Mitec Telecom
MTM.H-T (Dead)
Robert Floyd Market found the earnings in the quarterly report were disappointing. Have done a dramatic job in fixing up their balance sheet. Feels the orders with Nortel and Ericsson will continue to be strong.
Price: $2.090
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 DON'T BUY Inco
N-T
Robert Floyd Expects it to head a little bit lower. Would consider in a high $30's.
Price: $43.380
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 BUY Niko Resources
NKO-T
Andrew McCreath A good, long-term growth story. Good partnership. A buy and hold.
Price: $32.350
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: Yes
2004-03-25 BUY Nortel
NT-T (Dead)
Robert Floyd Has been a bit of a mess. Thinks the restatement will be minimal. Good price.
Price: $7.170
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 DON'T BUY Oilexco Inc
OIL-X
Andrew McCreath Of their two fields, only one has done well for them. Highly speculative.
Price: $2.380
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 BUY on WEAKNESS QLT Inc
QLT-T
Robert Floyd Likes the company, but is waiting for the price to pull back into the $20's before buying it again.
Price: $32.170
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 BUY on WEAKNESS Sherritt International Corp.
S-T
Robert Floyd Has an interesting blend of products. Strong management. Would like to buy it cheaper, around $5.
Price: $7.120
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 PAST TOP PICK Stratos Global
SGB-T
Robert Floyd (A top pick Dec 8/03. Up 2.3%.) Still likes it. Has big contracts with the US Air Force, etc.
Price: $13.700
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 TOP PICK SR Telecom
SRX-T
Andrew McCreath Has been turning around. Starting to win several contracts of a potential size. Not to a large amount of outstanding shares.
Price: $7.840
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: Yes
2004-03-25 WAIT Valeant Pharmaceuticals
VRX-T
Robert Floyd Has had some problems and are facing the OCC and FCC. At this price, much of the negative news is out of the stock. Wait until you see a turn in the share price.
Price: $21.600
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 DON'T BUY Valeant Pharmaceuticals
VRX-T
Andrew McCreath Not a fan. It will take a lot of things to happen for this company to fix itself.
Price: $21.600
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-25 TOP PICK Westaim Corp
WED-X
Robert Floyd (A top pick Dec 8/03. No change.) Getting closer to production on their flat panel screen. Expecting a joint venture with another manufacturer.
Price: $3.150
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 BUY Westjet Airlines
WJA-T
Robert Floyd In a sweet spot when you look at the mess with Air Canada. Much lower cost base. Will probably do OK over the next 12/15 months.
Price: $26.000
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Unknown
2004-03-25 DON'T BUY Yellow Media Inc
Y-T
Robert Floyd One of the better business trusts. Not cheap.
Price: $12.420
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: No
2004-03-25 PAST TOP PICK Zarlink
ZL-T (Dead)
Robert Floyd (A top pick Dec 8/03. Up 41%.) Still likes and expects to see higher highs. Have been downsizing.
Price: $5.120
Subject: NORTH AMERICAN - LARGE (GROWTH)
Bias: BULL
Owned: Yes
2004-03-25 DON'T BUY Zarlink
ZL-T (Dead)
Andrew McCreath Would prefer Taiwan Semiconductor or ATI.
Price: $5.120
Subject: NORTH AMERICAN (GROWTH)
Bias: SELECTIVE
Owned: No
2004-03-24 BUY American International Group
AIG-N
David Baskin Not a bad play. Underlying business is so complex that it's difficult to assess fair market value. Well-managed.
Price: $69.320
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 DON'T BUY Aliant
AIT-T (Dead)
David Baskin It would be a good income trust, but no one talks about this. Has a restricted market. Growth potential is limited.
Price: $31.080
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 TOP PICK Alcan Aluminum
AL-T (Dead)
David Baskin Demand for an aluminum is rising. Demand from China is growing.
Price: $55.400
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2004-03-24 DON'T BUY AMR Corporation
AMR-N (OTC)
David Baskin You have to be brave to own airline stocks. Fuel costs are at record high prices. The industry remains brutally competitive.
Price: $10.630
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 DON'T BUY Angiotech Pharmaceuticals
ANP-T (Dead)
David Baskin Has a problem with intellectual properties in biotech companies and competition, which in their case is Johnson and Johnson.
Price: $30.850
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 DON'T BUY BlackBerry
BB-T
David Baskin Thinks the pricing is absurd and doesn't understand it one little bit.
Price: $115.360
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 DON'T BUY Bombardier Inc (B)
BBD.B-T
David Baskin Probably dead money for at least a year, maybe 18 months/2 years. Has a big hole to climb out of.
Price: $5.980
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 BUY Bionvelop Technologies Corp
BIE-X
Ed Ho Has an incredible product and they are now at the point that they are starting to sign some decent contracts and are ramping up their production.
Price: $0.430
Subject: CANADIAN SMALL & MICRO
Bias: SELECTIVE
Owned: Yes
2004-03-24 BUY Breakwater Resources
BWR-T (Dead)
Ed Ho Good management. Have some decent assets, but the zinc commodity price has been low for the last few years. Soon to be back on track now.
Price: $0.620
Subject: CANADIAN SMALL & MICRO
Bias: SELECTIVE
Owned: No
2004-03-24 BUY Catamaran Corp
CCT-T
Ed Ho Dropped because of speculation in the market that they were going to do an acquisition. Likes management. Have good revenue and are growing reasonably.
Price: $1.850
Subject: CANADIAN SMALL & MICRO
Bias: SELECTIVE
Owned: Yes
2004-03-24 BUY Canadian Oil Sands
COS-T
David Baskin As a long term play, this will be a winner. Excellent time to buy for the long-term hold.
Price: $43.900
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 BUY Canadian Pacific Rail
CP-T
David Baskin Well-run. Stumbled in their last quarter but think it was a one quarter blip. They make a lot of money moving commodities. Good price.
Price: $30.750
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2004-03-24 BUY Cinram
CRW.UN-T (Dead)
David Baskin Surprised that the stock dropped when the last quarter's results came out.
Price: $26.460
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2004-03-24 DON'T BUY CSI Wireless
CSY-T
Ed Ho Have interesting products. Revenues are growing. Have earnings. Probably fairly valued, but from this point on its had " show me" story.
Price: $2.780
Subject: CANADIAN SMALL & MICRO
Bias: SELECTIVE
Owned: No
2004-03-24 BUY Canadian Royalties Inc
CZZ-T
Ed Ho Have recently realized that their deposits contain high content of platinum group metals.
Price: $1.960
Subject: CANADIAN SMALL & MICRO
Bias: SELECTIVE
Owned: Yes
2004-03-24 WEAK BUY Diversified Royalty Corp.
DIV-T
David Baskin On the radar screen. Would like exposure to this industry. Not a badly priced Stock.
Price: $23.100
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 TOP PICK Divcom Technologies
DVQ-T
Ed Ho Have made several acquisitions in architectural lighting and are also growing organically. Only trading at 8/9 times earnings. Good management.
Price: $0.940
Subject: CANADIAN SMALL
Bias: SELECTIVE
Owned: Yes
2004-03-24 BUY El Paso Corp
EP-N (Dead)
David Baskin Have shed some assets and have gotten past the problems that plagued the sector. A quality name. Volatile. Doesn't think you can get too badly hurt at this price.
Price: $6.620
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2004-03-24 DON'T BUY Home Capital Group
HCG-T
Ed Ho Really like the business model is well as the management. No longer a cheap stock.
Price: $25.800
Subject: CANADIAN SMALL & MICRO
Bias: SELECTIVE
Owned: Unknown
2004-03-24 BUY Inex Pharmaceuticals Corp
IEX-T
Ed Ho A well-run company. Probably one of the lower risk biotech investments in Canada. Their product Onco TCS should be approved this year. Have a good marketing partnership with Enzon.
Price: $7.430
Subject: CANADIAN SMALL & MICRO
Bias: SELECTIVE
Owned: Unknown
2004-03-24 DON'T BUY Quebecor World
IQW-N
David Baskin Thinks the same problems of corporate governance still exists. Changes made have not gone far enough. Not a fan of the Chairman or the corporate strategy. A lot of debt.
Price: $24.500
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
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