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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
2005-12-22 BUY on WEAKNESS Inco
N-T
Laura Wallace Looks interesting at this price. A good Canadian large capitalization metal stock. There may be an opportunity with the Falconbridge (FAL.LV-T) merger to pick up some stock at a more attractive valuation. It will be a little more diluted, but the outlook for copper is very good.
Price: $51.470
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2005-12-22 DON'T BUY Nortel
NT-T (Dead)
Laura Wallace Have had a number of changes in management in the last few weeks which is always disruptive. This company is still losing market share. Still have a lot of debt and there is litigation risks.
Price: $3.630
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2005-12-22 WEAK BUY Palm Inc.
PALM-Q (Dead)
Howard Sutton If you look at the last quarter, this is growing at 23% compared to RIM’s 17%. If you want to all this, don't jump in with both feet, but start to nibble at it.
Price: $31.800
Subject: GLOBAL TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-12-22 BUY Pfizer Inc
PFE-N
Laura Wallace Big pharmaceuticals have just been decimated this year. This one just won a major patent challenge in the last few days, so the sentiment has turned a bit. It will take some time for these stocks to give the kind of return that we were used to. Still phenomenally profitable. Very cheap, trading at 11 X earnings. Good dividend.
Price: $24.060
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-12-22 BUY Power Financial Corp
PWF-T
Laura Wallace She doesn't generally like owning holding companies. She does like the pieces of this company, so she owns IGM Financial (IGM-T). Doesn’t own Great West Life (GWO-T), but it’s a good company and this is a good way to participate in both of these companies.
Price: $33.540
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2005-12-22 DON'T BUY QLT Inc
QLT-T
Laura Wallace Has been a very disappointing stock. Had problems with its major drug because of competition. The problem with the Canadian drug sector is that it tends to be one or two drug dependent.
Price: $7.040
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2005-12-22 PAST TOP PICK Suncor Energy Inc
SU-T
Laura Wallace A Top Pick Oct 19/05. Up 19%.) Have taken some profits to rebalance her portfolio will, but continue to own it.
Price: $73.790
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-12-22 BUY Teck Resources Ltd. (B)
TCK.B-T
Laura Wallace Base metals in general look fairly strong throughout the next two years given the demand that his coming out of Asia. Well diversified in metals. Well managed. This is seasonally a strong time for this kind of stock.
Price: $59.450
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2005-12-22 BUY Talisman Energy
TLM-T (Dead)
Laura Wallace They recently announced a pretty aggressive capital spending program which is positive for the stock. Trading near the upper end of their range so there are some short-term risks with volatility. Longer term, she feels the outlook for oil/gas stocks is good.
Price: $61.620
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2005-12-22 BUY United Technologies
UTX-N
Laura Wallace Likes its international exposure, particularly in China. This is the company that is putting Otis elevators into China, which is a great growth market for them. Well-diversified industrial company. Strong balance sheet and well managed.
Price: $57.850
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2005-12-22 BUY VIQ Solutions
VQS-X
Howard Sutton This company digitalizes courtrooms with their equipment that does the recording which allows the stenographer to be off-site. This is a micro cap with a market cap of $15 million and is roughly doing about that amount in revenues. If they execute, it has tremendous upside. Thinks they are going to earn about $.04 for 2006. Turnaround situation with new management and new product.
Price: $0.230
Subject: GLOBAL TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-12-22 DON'T BUY George Weston Ltd.
WN-T
Laura Wallace Loblaws (L-T) is its principal asset. Loblaws and this one have been terrible investments this year. If you are a positive on Loblaws, owning their stock is the better way to play this.
Price: $87.160
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2005-12-22 TOP PICK Zarlink
ZL-T (Dead)
Howard Sutton A semiconductor company that is in the wiring and optical semiconductor communications. It is also in the ultra low power chipset for use in pacemakers. In a turnaround situation. It has over $1US in cash and no debt.
Price: $2.430
Subject: GLOBAL TECHNOLOGY
Bias: OPTIMISTIC
Owned: Yes
2005-12-21 COMMENT A Comment -- General Comments From an Expert
A Commentary
Brian Acker, CA World indices are double-digit is because of Japan. Japan is flooding the world with yen. What usually happens with this is that all the regional 2nd-tier stock exchanges do very well. This is excess liquidity floating around the world. Japan will tighten rates and start sterilising their currency in the New Year and all the stock exchanges, including TSE will go through violent changes. The strong stocks will survive as usual. A lot of the liquidity has gone into the commodities market, and when the tap gets shut off, it will be gut check time for a lot of investors.
Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2005-12-21 DON'T BUY Adobe Systems
ADBE-Q
Brian Acker, CA Has a model price of $23.65 which is a 38% negative differential.
Price: $37.450
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 HOLD Bank of Nova Scotia
BNS-T
Brian Acker, CA Has a model price of $49.86, a differential out of 7.8%. His favourite out of the banking group for the last two years is National Bank (NA-T).
Price: $46.780
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2005-12-21 DON'T BUY Connacher Oil and Gas
CLC-T
Bruce Campbell (1) Has a 45% owned subsidiary in South America that has had a bunch of discoveries in the last little while. Has gone up too much to say it's a good entry point.
Price: $3.910
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 WEAK BUY Compton Petroleum
CMT-T (Dead)
Brian Acker, CA His model price is $26.11, up 49% differential, but he doesn't really see it achieving that model price. A year from now he can see it reaching $21.68, maybe a 20% total return. A sort of high risk/high reward situation.
Price: $17.100
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 WAIT Canadian Natural Rsrcs
CNQ-T
Bruce Campbell (1) Quite cheap on a multiple basis. There is enough volatility in the oil price and the stock price that if you want to own it longer-term you can wait for the mid-$50’s. You definitely want to own it longer-term.
Price: $59.390
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 TOP PICK ConocoPhillips
COP-N
Brian Acker, CA They are buying Burlington Resources (BR-N). Had a nice pullback which gives you a great buy here.
Price: $59.350
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2005-12-21 DON'T BUY Cognos
CSN-T
Brian Acker, CA Expensive to him. His model price is $33.62. A 14% negative differential.
Price: $39.700
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 DON'T BUY Encana Corp
ECA-T
Brian Acker, CA Have big large hedges on and every quarter they lose over $200 million.
Price: $54.590
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 DON'T BUY Ensign Resource Service Group
ESI-T
Brian Acker, CA Trading around his model price of $48. Wouldn't initiate a position here. Wait for a pullback.
Price: $46.850
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 BUY on WEAKNESS Goldcorp Inc
G-T
Brian Acker, CA Is model price is $23.47 which is a 3% positive differential. Probably the cheapest gold play out there, but not sure it is a gold play. On a pull-back it will probably go to $20.15 which is where he might be tempted to buy.
Price: $23.150
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 BUY CGI Group (A)
GIB.A-T
Brian Acker, CA Likes this stock. It looks well in terms of his model price. Will be looking forward to increases in the earnings estimates. His model price is around $14. The stock hasn't moved for a while, but once the Bell position gets out of the way it has good prospects going forward.
Price: $8.600
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2005-12-21 DON'T BUY Home Capital Group
HCG-T
Brian Acker, CA Is model price is $33.53 which is a negative 5% differential. Has had a nice pullback.
Price: $35.200
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 BUY Hungtingdon Capital
HNT-T (Dead)
Bruce Campbell (1) Yields just about 10%. Feels that distribution is quite safe. They have just gone from quarterly to monthly distribution. The unit has been under a little bit of pressure from finishing off the issues from raising of money in order to buy new properties.
Price: $2.400
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 DON'T BUY H. J. Heinz Co.
HNZ-N (Dead)
Brian Acker, CA He has a model price of $30.78 which is a negative 10% differential.
Price: $34.030
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 DON'T BUY Hummingbird
HUM-T
Brian Acker, CA This company has done nothing for years. His model price is $33 but has done nothing for a good five years.
Price: $23.200
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 DON'T BUY Coca-Cola Company
KO-N
Bruce Campbell (1) Prefers and owns Pepsi (PEP-N) which is outgrowing and has just passed Coca-Cola in sales. Like a lot of the US large caps, the multiples are a little bit high. The growth on this one doesn't match the multiples.
Price: $41.210
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2005-12-21 BUY Linamar Corp
LNR-T
Brian Acker, CA Looks cheap. His model price is $21.68
Price: $11.310
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 BUY on WEAKNESS Maple Leaf Foods
MFI-T
Brian Acker, CA His model price is $18.12, a 22% differential but the stock will probably end up at $17.75. $12.80 is probably the bottom and that is where he would buy.
Price: $14.650
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 BUY Magna Int'l. (A)
MG-T
Brian Acker, CA This one looks cheap to him.
Price: $80.960
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2005-12-21 TOP PICK Morgan Stanley
MS-N
Brian Acker, CA (A Top Pick Oct 20/05. Up 10%.) Still way mispriced. Has been the laggard in the US brokers. He has a 40% differential between the current price and the actual value.
Price: $58.110
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2005-12-21 TOP PICK National Bank of Canada
NA-T
Brian Acker, CA There is a model price differential of 14%. It's worth $69 plus the dividend of 3%.
Price: $61.070
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2005-12-21 BUY Nova Chemicals Corp.
NCX-T
Brian Acker, CA He has a model price of $51.68. A 32% differential.b
Price: $39.570
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 DON'T BUY Nova Chemicals Corp.
NCX-T
Bruce Campbell (1) Natural gas is the feedstock so there is a lot of worry that they cannot pass this on to their customers quick enough. Looking at natural gas prices, this stock does not look good in the early part of 2006. Wait for a couple of quarters.
Price: $39.570
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2005-12-21 DON'T BUY Nordion Inc
NDN-T (Dead)
Brian Acker, CA As a model price of $23.24 which is a 16% differential. Thinks the top on this is $21.55. More exciting things out there.
Price: $20.200
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 SELL Novelis Inc. (bought by Hindalco an Indian based compa
NVL-T
Brian Acker, CA Hasn't found a bottom yet. A lot of people are jettisoning this position on tax loss selling. Only has one estimate, so take his comments with a grain of salt. His model price is right around the current price.
Price: $19.380
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 PAST TOP PICK Occidental Petroleum Corp
OXY-N
Brian Acker, CA (A Top Pick Oct 20/05. Up 19%.)
Price: $83.260
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2005-12-21 PAST TOP PICK Petro-Canada
PCA-T
Brian Acker, CA (A Top Pick Oct 20/05. Up 19%.) One of the cheapest stocks on the TSX.
Price: $47.330
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2005-12-21 TOP PICK Petro-Canada
PCA-T
Bruce Campbell (1) Likes their sale of their Syrian assets to China and India. They will use the proceeds to buy their own shares back. Given their reserves, proven and probable, the stock is trading at $11 a barrel. Only trading at 8.5 X next year's earnings.
Price: $47.330
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 DON'T BUY Patheon
PTI-T (Dead)
Brian Acker, CA His model price is $8.91. Unfortunately, the earnings have been going down in lockstep with his model price. There doesn't seem to be any bottom. If you want to trade it, it will probably have a small bounce from $5.
Price: $5.320
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 DON'T BUY Patheon
PTI-T (Dead)
Bruce Campbell (1) Their primary problem is with their plant in Puerto Rico. Looking at $.22/.25 earnings this year and maybe $.40 next year. Given that big hiccup it is now a “show me” story.
Price: $5.320
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2005-12-21 TOP PICK Rogers Communcations (B)
RCI.B-T
Bruce Campbell (1) Microsoft owns 19 million shares which came off restriction in the last 6/8 weeks. Has been soft lately and most of the sales are US which can only be Microsoft. That is holding the stock back a little bit. With a combination of cheap valuation, decent growth, $1 billion in free cash flow by late 2007 is the reason for this pick.
Price: $46.990
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 HOLD Royal Bank
RY-T
Bruce Campbell (1) Think the stock is headed for a split in 2006. Now getting up to a level where it is very close to his target. Pretty fully valued.
Price: $89.750
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 TOP PICK Toronto Dominion
TD-T
Bruce Campbell (1) Chose this one, in part because of valuation, but also because of the mix in the business which is less commercial and more retail. As we get closer to the end of the cycle, loan losses can only go higher then they are, which will hurt commercial banks.
Price: $61.110
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 HOLD Thomson Reuters Corp
TRI-T
Bruce Campbell (1) A lot of its business is US so when the Canadian dollar is strong, the stock in Canadian dollars is a little weak. They continue to report decent organic growth little by little. Looks a little expensive on a P/E basis. Thinks it should trade at $45/48. Patients will be rewarded.
Price: $39.900
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2005-12-21 DON'T BUY UST Inc.
UST-N
Brian Acker, CA His model price is $28.79 which is a negative 20% differential
Price: $41.120
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-21 DON'T BUY TSX Group
X-T
Brian Acker, CA Doesn't expect there will be a special dividend. They had had a big change in accounting where all their equity was basically sucked out. Have I look at their 3rd quarter financials. Trading way above his model price of $33.56 which is a -26% differential.
Price: $46.200
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2005-12-20 BUY AbitibiBowater Inc.
ABH-T (Dead)
David Taylor, MBA, CFA Just bought this one. There has been so much capacity reduction that newsprint is now tight. A price increase just went through. Producers are running at about 95% capacity now. They get killed by the US dollar, but their debt is also in US dollars.
Price: $4.700
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2005-12-20 TOP PICK Arriscraft International Income Fund
AIN.UN-T (Dead)
David Taylor, MBA, CFA Manufacturers of brick. The beauty of this is that they came out at $10, cut their distributions and the stock went to $3.50. They were in trouble and the banks pulled their lines. They were probably going to file for bankruptcy as they needed $16 million but then the family that sold the business to the trust, gives a subordinated debt to pay off the bank. Just replaced management. Dirt cheap.
Price: $6.100
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2005-12-20 BUY BCE Inc.
BCE-T
David Taylor, MBA, CFA Holds this one in his dividend fund. Cheap. They do have assets that are not valued properly in the market. They have some things that they can sell or trust out. The dividend at 5% is as juicy as they get. Definitely a value stock.
Price: $27.750
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2005-12-20 PAST TOP PICK Compton Petroleum
CMT-T (Dead)
David Taylor, MBA, CFA

(Top Short Aug 29/05. Up 29%.) Missed on this one. Covered his Short three days later.


Price: $17.470
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: No
2005-12-20 DON'T BUY Domtar Inc.
DTC-T
David Taylor, MBA, CFA Doesn't like this one. Really concerned about the pulp side. There is a lot of restructuring to come with this company.
Price: $6.470
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: No
2005-12-20 BUY Gerdau Ameristeel Corp
GNA-T (Dead)
David Taylor, MBA, CFA Loves this stock. Good management. They should earn $1 US and at the present price, you can’t go wrong with it. The balance sheet keeps getting better and they are looking for acquisitions. Pulled back because steel prices peaked and rolled over. Expect there will be further dividend increases.
Price: $6.530
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2005-12-20 TOP PICK Hudbay Minerals Inc.
HBM-T
David Taylor, MBA, CFA Has done exceptionally well but there is a lot more to go. An absolute cash flow machine. There is zinc and copper. Thinks the company can earn about $1.15/1.20 and the cash flow is about $1.40. Beautifully run. Management is extraordinarily conservative. Not widely covered by the street. They have production growth.
Price: $5.000
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2005-12-20 DON'T BUY Quebecor World Inc.
IQW-T
David Taylor, MBA, CFA Has been a perennial dog. The problem here is the printing business. This is a commodity business and you are competing on price only. Attractive dividend.
Price: $16.000
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: No
2005-12-20 BUY Kangaroo Media Inc.
KTV-X
David Taylor, MBA, CFA Nobody covers this one and nobody has heard of it. Makes us small audio/video device and have signed a deal with NASCAR so you can watch the drivers from their cockpit. Top-notch management. Have a huge deal with Nextel.
Price: $1.020
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2005-12-20 TOP PICK Labrador Iron Mines Holdings Ltd.
LIM-T (Dead)
Hank Cunningham Likes the nickel prospects long-term. He's in this for the long haul. Gaining international exposure. It will be one of the few nickel plays left standing after all the mergers and acquisitions. Had a disappointing third-quarter because of currency and production problems.
Price: $4.790
Subject: FIXED INCOME
Bias: OPTIMISTIC
Owned: Yes
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