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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
2006-09-05 PAST TOP PICK General Electric
GE-N
Norman Levine (A Top Pick Sept 28/05. Up 4%.) Still waiting for it to go up, but in the meantime it pays 3% dividend. Just a matter of time.
Price: $33.970
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-09-05 BUY Home Depot
HD-N
Paul Gardner, CFA Has fallen off about 20% due to home sell off's. Trades about 10 X earnings. Cheap historically. Will probably take a while to move up because the sentiment is really poor. Well diversified.
Price: $34.770
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Yes
2006-09-05 BUY HSBC Holdings P L C
HSBC-N
Norman Levine Likes the international banking business. Has great representation in the far east which he likes very much. Has great representation in England and some parts of Europe.
Price: $91.180
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-09-05 TOP PICK Manitoba Telecom Services
MBT-T
Norman Levine Restructuring defensive stock. Great yield at 5.5%. They are doing a strategic review that will probably result in some very positive happenings.
Price: $47.340
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-09-05 BUY Manulife Financial
MFC-T
Norman Levine Trades at 17 X P/E. has a premium valuation because it is the premier life insurance company in North America. Great assets and the best management. Great growth opportunities in the far east.
Price: $36.400
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-09-05 SELL 3M Co.
MMM-N
Norman Levine This is not the right time to buy or hold this stock. The products it manufactures represent all sectors of the US economy.
Price: $71.350
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-09-05 DON'T BUY Inco
N-T
Paul Gardner, CFA There is a 95% chance that the takeover will go through. Should be all over in a couple of weeks.
Price: $85.600
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: No
2006-09-05 BUY National Bank of Canada
NA-T
Norman Levine This falls under the interest sensitive sector and banks generally are the best performers. This is his favourite bank. Sells at a slight discount to the other banks. Recent numbers were good. Good strategy.
Price: $61.130
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-09-05 HOLD Petrobank Energy and Resources
PBG-T (Dead)
Paul Gardner, CFA As long as costs don't get out of align, he wouldn't be surprised if this continues to go higher. Not cheap at this point.
Price: $15.000
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: No
2006-09-05 DON'T BUY Petro-Canada
PCA-T
Paul Gardner, CFA The most undervalued out of its peer group. One of the problems he has is the visibility beyond 2009. They have a lot of cash on the books and they really haven't indicated what they want to do.
Price: $48.350
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: No
2006-09-05 PAST TOP PICK Pembina Pipeline Corp
PPL-T
Norman Levine (A Top Pick Sept 28/05. Up 22%.) There is still more upside in this one. Mid $18's it is fully priced, but continue to hold.
Price: $17.150
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-09-05 TOP PICK Royal Bank of Scotland PLC
RBS-N
Paul Gardner, CFA (A Top Pick Apr 4/06. Down 3.5%.) A value play. Most banks trade about 2.5 X Book but this one trades about 1.5 X. Dividend around 5%. Better positioned now. Own City Bank in the US. The inverse negative yield curve in the UK is hurting them but this should unwind. Cheap.
Price: $0.001
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Yes
2006-09-05 HOLD RioCan Real Estate Investment
REI.UN-T
Paul Gardner, CFA Largest REIT in Canada and well diversified. Excellent management. Have economies of scale having management inside properties. The negative is that it is a huge, huge company and to add value is getting harder. Starting to pay a little over their payout ratios but their leverage is not that high.
Price: $23.150
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Unknown
2006-09-05 HOLD Shoppers Drug Mart Corp
SC-T (Dead)
Norman Levine A defensive stock. When the economy turns down, people still go in to drugstores. It is also a growth stock. From a valuation point of view, it might be fully priced, up from a technical point of view it may have broken out.
Price: $46.200
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Unknown
2006-09-05 BUY Sun Life Financial Inc
SLF-T
Norman Levine Canada's 2nd largest life insurance company. Has under performed its peers, mainly because of their very large US operation, Massachusetts Financial, a very large mutual fund company with poor results in the last few years. You can own as a turnaround story. Prefers Manufacturers (MFC-T).
Price: $45.320
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-09-05 SELL Summit Real Estate Investment
SMU.UN-T
Paul Gardner, CFA Got bought out by the real estate division of ING (IIC-T) and paid full price which pushed the price up. Will tender his shares and wait for the cash to come.
Price: $29.780
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Yes
2006-09-05 HOLD SNC-Lavalin Group Inc.
SNC-T
Norman Levine The biggest and best of the international engineering firms. The worry is that if energy prices start to come off, some of their oil projects may start to unwind. Would consider buying in the mid to upper $20’s.
Price: $31.050
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Unknown
2006-09-05 DON'T BUY Superior Plus Corp
SPB-T
Paul Gardner, CFA A disaster. Management decided to diversify into chemical businesses, potassium products as well as wall/ceiling products. Cut their distributions twice. Expect they will have to reorganise.
Price: $11.960
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: No
2006-09-05 PAST TOP PICK Teck Resources Ltd. (B)
TCK.B-T
Norman Levine (A Top Pick Sept 28/05. Up 31.4%.) Hasn't put new clients in at the current price. Would prefer in the low $70's.
Price: $78.450
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-09-05 BUY Toronto Dominion
TD-T
Paul Gardner, CFA Blue-chip stock with a dividend. Has made money for a number of years. Consistent. Pays about 3% dividend. Have had excellent margins in the retail space.
Price: $64.350
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Yes
2006-09-05 BUY Teranet Income Fund
TF.UN-T
Paul Gardner, CFA A spin-off from the province of Ontario. Land Registry. Pretty consistent business. Not sure where the growth is going to come from. Will be weakened by a poor housing sector and economic activity in Ontario. We haven't seen that is yet.
Price: $10.600
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Unknown
2006-09-05 HOLD First Asset Energy & Resource Fund
TRF.UN-T
Norman Levine Very impressed with management. The company is in the very sweetest spot, discounted beer, in Ontario. They keep their costs down and have a very loyal following. Has had a nice move and if you own, you might want to take a little off the table.
Price: $24.370
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Unknown
2006-09-05 BUY Trans Canada Corp
TRP-T
Paul Gardner, CFA In a low interest rate environment, utility stocks outperform. This company is the largest gas transmission business in Canada. The Mackenzie Delta and the Alaskan pipeline are going to consume a lot of their capital expenditures. They are seeing a lot of competition from Alliance partners coming into Chicago.
Price: $35.380
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: No
2006-09-05 DON'T BUY Unilever PLC
UL-N
Norman Levine This is the 3rd company in the personal care product business. #1 is Proctor and Gamble (PG-N) and #2 is Colgate Palmolive (CL-N). This one is the “also ran” all the time. It seems to be a value trap in that it always has something go wrong.
Price: $24.300
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-09-05 DON'T BUY UTS Energy
UTS-T (Dead)
Norman Levine Owns part of an oil sands project that is not operating yet. This would be a very long term hold. Highly speculative with no current income.
Price: $4.720
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-09-05 HOLD West Fraser Timber
WFT-T
Norman Levine The whole forest products area has gone through a difficult period. This is a very good operation. Will be a major beneficiary from the soft wood deal. It will be a major beneficiary when forestry improves.
Price: $37.000
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-09-05 BUY iShares DEX Universe Bond ETF
XBB-T
Paul Gardner, CFA A basket of bonds, but instead of paying high MERs or transaction costs this is an index-like product. If you are not buying bonds specifically, this is a very cheap way to get into the bond market.
Price: $29.190
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Unknown
2006-09-05 BUY iShares DEX Short Term Bond
XSB-T
Paul Gardner, CFA A basket of bonds, but instead of paying high MERs or transaction costs this is an index-like product. If you are not buying bonds specifically, this is a very cheap way to get into the bond market.
Price: $28.380
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BULL on US EQUITIES
Owned: Unknown
2006-09-01 DON'T BUY Agrium
AGU-T
Martin Hubbes, CFA You have to be bullish on fertilisers for the long-term. As a long-term investor, he prefers Potash (POT-T) as potash is a scarcer resource than nitrogen.
Price: $26.550
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2006-09-01 WEAK BUY Alcan Aluminum
AL-T (Dead)
Martin Hubbes, CFA Have good businesses, but have never earned the returns on them that he would have expected. Have things underway to improve profitability which he thinks will work. The own some very valuable assets such as aluminum smelters with power contracts. May come under a bit of pressure in the short-term.
Price: $50.350
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 BUY Angiotech Pharmaceuticals
ANP-T (Dead)
Martin Hubbes, CFA Has come under a bit of pressure which now seems to be easing. Their main business is drug coated stents which they get royalties on. Recently made an acquisition and some of the synergies are now going to start working their way through.
Price: $13.350
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 TOP PICK Amerigo Resources
ARG-T
Bill Harris, CFA Processing project on one of the biggest copper mines in the world. Processes the sludge that the mine produces. 50 year mine life. Has just cut back because of environmental concerns, but in a years time it is solvable. Expects a consitant return for the long term.
Price: $1.950
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: Yes
2006-09-01 DON'T BUY ATS Automation
ATA-T
Martin Hubbes, CFA Issuing an IPO on their Photowatt company and the stock took a jump on this news. However, the automation side of the business will continue to be under pressure.
Price: $13.340
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-09-01 BUY BlackBerry
BB-T
Martin Hubbes, CFA There has been a lot of talk about a potential new device coming out that includes some entertainment features, et cetera. People have become excited about that so they stock has been moving. He doesn't like buying on rumours.
Price: $90.500
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 BUY Bank of Nova Scotia
BNS-T
Martin Hubbes, CFA Their international strategy is really starting to come through. Their last earnings statement shows they are making good money off this.
Price: $47.440
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-09-01 WAIT Breakwater Resources
BWR-T (Dead)
Martin Hubbes, CFA His view on materials is that it is time to wait because a slowing US economy will give you a better entry opportunity. Doesn't think it's the end of the cycle, but you will get a better chance later on.
Price: $1.300
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-09-01 BUY Connacher Oil and Gas
CLC-T
Bill Harris, CFA The question is, can they get their labour problem off the ground, which will be a struggle for everybody. Sells at a potential discount to the barrels in the ground than most of them. Wouldn't call them a proven team. Speculative.
Price: $4.060
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 PAST TOP PICK Canadian National R.R.
CNR-T
Martin Hubbes, CFA (A Top Pick Aug 2/05. Up 17.2%.) Best example of a great, well-managed business. Even though the business is cyclical, you can own it right through the cycles.
Price: $47.550
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 BUY Canadian Oil Sands
COS-T (Acquired
Martin Hubbes, CFA A great vehicle for investing in the oil sands. Expect there will be consolidation in the oil sands down the road. In the short term, it is really going to be a call on the price of oil. It you're a 3/5-year investor, it's a very interesting investment.
Price: $34.440
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-09-01 BUY Canadian Tire Corporation Ltd. (A)
CTC.A-T
Martin Hubbes, CFA Good story. Have a good market niche. They have built a superb franchise. May not be as susceptible to a housing slowdown. Good long-term story.
Price: $69.810
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2006-09-01 TOP PICK CVS Health Corp
CVS-N
Martin Hubbes, CFA Became interested when they bought the other side of Ekerds. Had a very positive experience. Very aggressive in rebranding them and have had tremendous earnings growth off of that. Growth through acquisitions as well as internal growth.
Price: $33.960
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 HOLD Encana Corp
ECA-T
Martin Hubbes, CFA Investors are awaiting foreign news on the oil sands. Heavily gas levered is helping to keep the price up. Well-managed company.
Price: $58.850
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 BUY Eldorado Gold
ELD-T
Martin Hubbes, CFA Lots of opportunity for growth. Have a couple of very interesting projects. Good exploration and a bit of production.
Price: $5.390
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 WEAK BUY Enbridge
ENB-T
Martin Hubbes, CFA Trading at a P/E multiple above its historic range. Good company, but not cheap.
Price: $36.540
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-09-01 TOP PICK Enbridge
ENB-T
Bill Harris, CFA Not a cheap stock. Industry will need a lot of upgrading of infrastructure and this company spends $4 million a year on maintenance. It looks like a sustainable asset.
Price: $36.540
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: Yes
2006-09-01 BUY Eurozinc Mining Corp
EZM-T
Martin Hubbes, CFA Merging with Lundin Mining (LUN-T) which makes sense. If you're short term, and worried about the US economy slowdown, then you should trade in and out of these types of stocks. Longer term, this company is fine.
Price: $3.120
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-09-01 PAST TOP PICK Falconbridge Ltd
FAL-T
Bill Harris, CFA (A Top Pick Oct 19/05. Up 84%.) Was incredibly cheap and thought he could make a good grinding rate of return. He also hoped that the nickel market might get tight. Was taken out.
Price: $62.420
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 DON'T BUY First Calgary Petroleums
FCP-T
Bill Harris, CFA Has a massive gas find in northern Africa. Not sure what they can do with it as they will have to spend billions of dollars for a pipeline.
Price: $9.800
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 PAST TOP PICK Falcon Oil & Gas
FO-X
Bill Harris, CFA (A Top Pick Oct 19/05. Up 525%.) The flow rate is now absolutely critical on this investment and it should be coming out but he won't be able to put his finger on it until January. Still likes.
Price: $4.050
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: Yes
2006-09-01 COMMENT Finning Int
FTT-T
Bill Harris, CFA Putting it beside Toromont Industries (TIH-T) it comes out as a more high quality company. Big infrastructure needs should keep propelling both companies forward.
Price: $39.820
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 DON'T BUY Goldcorp Inc
G-T
Martin Hubbes, CFA Merging with Glamis Gold (GLG-T) which makes a lot of sense but is pretty expensive. If you like this company, probably not a bad time to get in as arbitragers are pushing down the price while driving up the price of Glamis. As the deal is consummated, pressure should ease. However, there are better opportunities out there.
Price: $30.260
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-09-01 DON'T BUY Glamis Gold
GLG-T-X
Bill Harris, CFA Take over by Goldcorp (G-T). The upside is, this probably has the potential of becoming the premier gold trading vehicle on the planet. Should have great internal cash flow. Sells at an extremely high stock valuation.
Price: $50.500
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: Unknown
2006-09-01 HOLD Hudbay Minerals Inc.
HBM-T
Martin Hubbes, CFA Showing production growth. Short-term caution: with the US slowdown, it may be difficult for the next couple of months for these stocks to move aggressively higher. Doesn't feel we are at the end of the resource cycle yet.
Price: $15.460
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2006-09-01 WEAK BUY High River Gold Mines
HRG-T (Dead)
Bill Harris, CFA It should trade as an intermediate tier gold company. Would like to make sure the valuation is compelling. What scares him on this is the Russian exposure. Very good quality management.
Price: $2.400
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 DON'T BUY Harvest Energy Trust
HTE.UN-T
Bill Harris, CFA A pretty unique management team. Took a fairly hairy bunch of assets and did a fantastic job with it. Has a problem with energy trusts longer term as they tend to have a production tail that will taper.
Price: $34.750
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 BUY Jet Metal Corp
JET-X
Bill Harris, CFA A uranium play. Having some excellent results. Sells at a discount to its main competition.
Price: $1.860
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: Yes
2006-09-01 TOP PICK Metro Inc (A)
MRU-T
Martin Hubbes, CFA Earnings growth has been 12/13% over the last 5 years. P/E of 13 X forward earnings. Well-managed.
Price: $31.100
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2006-09-01 DON'T BUY Northgate Minerals Corp.
NGX-T(dead)
Bill Harris, CFA A lot of their valuation is based on their expansion to the north on their existing projects. At these copper prices, everything flies. A really leveraged investment. If you are playing the copper price, this is very interesting. From a quality company point of view, he gets nervous. Sceptical about the expansion project.
Price: $4.130
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 DON'T BUY Oilexco Inc
OIL-X
Bill Harris, CFA On the cusp of some significant production in the North Sea. Because of economics and tax situation, valuation cannot be compared to a western Canadian company. Have done a fantastic job of amalgamating small properties but is fully valued at this price. A risky company.
Price: $7.000
Subject: ENERGY, FORESTRY & MINING
Bias: BULL on GAS
Owned: No
2006-09-01 BUY Petro-Canada
PCA-T
Martin Hubbes, CFA One of the cheaper integrateds. A perennial underdog. Not a bad time to buy. Valuation is reasonable. There is a lot of growth ahead.
Price: $48.250
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
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