stockchase picture

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

Recent Opinions

Print
Date Signal Company Expert Opinion Price
2004-10-21 PAST TOP PICK Angiotech Pharmaceuticals
ANP-T (Dead)
Michael Sprung (A Top Pick Aug 17/04. Up 11%.) Their distributor, Boston Scientific, have announced very good results. Market share is back to where it was before the stent recall. Looking to expand their technology in stents.
Price: $22.330
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 HOLD BCE Inc.
BCE-T
Michael Sprung The underlyiong business, such as telecom, internet, wireless, etc. are good areas. Trading at 13 X earnings which is not too bad a price for a stock yielding over 4%.
Price: $28.200
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 BUY Bank of Montreal
BMO-T
Norman Levine In the history of the Cdn stock markets, banks have always been among the best performers, so you should always have some in your portfolio.
Price: $57.600
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 BUY Bristol Myers Squibb
BMY-N
Norman Levine Wouldn't invest in pharmaceuticals, but this company has a good global diversification.
Price: $23.250
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 DON'T BUY Cameco Corporation
CCO-T
Michael Sprung Uranium has done extremely well. At an all time high and would take some money off the table at this time.
Price: $103.050
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: No
2004-10-21 DON'T BUY Celestica Inc
CLS-T
Michael Sprung Earnings are still being estimated to being north of $2 which would make the multiple look reasonable. Hasn't been doing well in spite of their customers successes. Less risk owning it through Onex.
Price: $15.790
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: No
2004-10-21 BUY Canadian Imperial Bank of Commerce
CM-T
Norman Levine In the history of the Cdn stock markets, banks have always been among the best performers, so you should always have some in your portfolio.
Price: $71.350
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-21 BUY Canadian National R.R.
CNR-T
Norman Levine Doesn't see a lot of risk in this stock. Best managed rail in North America as well as the best operating ratios. Has further upside.
Price: $64.230
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 TOP PICK Dorel Industries (A)
DII.A-T
Michael Sprung Likes it on a valuation basis. Earnings this year should be around $2.75 and north of $3 next year.
Price: $36.540
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 BUY Dow Chemical
DOW-N
Norman Levine Chemical companies have been doing better and wouldn't have any problem going in at these prices.
Price: $42.570
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-21 TOP PICK Encana Corp
ECA-T
Michael Sprung Prospects for this company going forward are tremendous. Has been very good at acquiring assets with a production going forward that looks quite positive. Good price.
Price: $61.210
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 PAST TOP PICK Enbridge
ENB-T
Michael Sprung (A Top Pick Aug 17/04. No change.) Still likes. One of the more superbly managed companies in its space.
Price: $51.770
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 PAST TOP PICK Fairfax Financial
FFH-T
Michael Sprung (A Top Pick Aug 17/04. Down 14%.) Still likes. Hurricanes had a huge impact. Hoping management will be able to get return on equity back up to around 10%. Good price now.
Price: $159.020
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 BUY on WEAKNESS Fairmont Hotels & Resorts
FHR-T
Michael Sprung Would prefer in the low $30's. Has outstanding properties. The big question is if business travel will be sustained. Expects earnings to improve.
Price: $35.300
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: No
2004-10-21 DON'T BUY Gillette Co
G-N
Norman Levine Most investors should own 5/10% of their portfolio in gold at this time. This has not been one of the better performers. New management is coming in. Would prefer Placer, Newmont or even Barrick.
Price: $40.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-21 TOP PICK Genuine Parts Company
GPC-N
Norman Levine North America's largest auto parts wholesale distributor. Profit margins are increasing. A 3% yield. Well managed. Generates lots of cash.
Price: $38.930
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 BUY Hudson Bay Co.
HBC-T
Michael Sprung Trading at half of book value, but has even been down to $10 this year. Doesn't see a lot of downside.
Price: $14.000
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 TOP PICK IPSCO Inc
IPS-T
Michael Sprung At $30 it's only about 1 1/2 X book value with earnings as good as it's been in history. Looking for earnings in the range of $5 with cash flow north of $8.
Price: $31.680
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 TOP PICK Manitoba Telecom Services
MBT-T
Norman Levine Yielding about 6.3%. Stock is down because of scepticism on their acquisition of Allstream.
Price: $41.810
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 BUY Maple Leaf Foods
MFI-T
Norman Levine Very highly correlated to the price of pork bellies. Meat products are very highly demanded now in the current diet phase.
Price: $13.360
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-21 SELL Microsoft
MSFT-Q
Norman Levine Would sell this stock to invest in something like Numont Mining. Still sells at a hefty multiple with not much growth.
Price: $28.560
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-21 BUY National Bank of Canada
NA-T
Norman Levine In the history of the Cdn stock markets, banks have always been among the best performers, so you should always have some in your portfolio.
Price: $46.390
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 BUY Newmont Mining
NMC-T (Dead)
Norman Levine
Price: $57.720
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 DON'T BUY Nokia
NOK-N
Norman Levine Momentum is not in their favour. The last ones to come out with a flip phone.
Price: $15.090
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-21 DON'T BUY Nortel
NT-T (Dead)
Michael Sprung Doesn't see it getting back towards the $9 level for some time. Difficult to analyse this stock until the numbers come out.
Price: $4.200
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 VAGUE Nucor Corp.
NUE-N
Norman Levine Like all the steels in North America (Stelco excluded) it has had a big run. There has been profit taking, so the stock has dropped. Demand for steel by China has come off some.
Price: $40.940
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2004-10-21 BUY Onex Corp
OCX-T
Michael Sprung Sells at a significant discount to the sum of its component parts. An alternative to owning a riskier holding like Celestica.
Price: $17.630
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: No
2004-10-21 TOP PICK Placer Dome
PDG-T
Norman Levine Now is a good time to be in golds. Likes their new management. Has really good properties. Also has some copper.
Price: $25.920
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 BUY Patheon
PTI-T (Dead)
Michael Sprung One of the better manufacturers of drugs. Had a stumble this last year as a drug being manufactured in the UK reached the end of its product cycle. Has positive earnings. Not a low PE. Prospects are quite good.
Price: $8.900
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 BUY Power Financial Corp
PWF-T
Michael Sprung Power Corp sells at a higher discount to the nest asset value of this company. Great West Life's operations in the US has come under pressure because of the investigation of insurance companies.
Price: $28.530
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 BUY Power Financial Corp
PWF-T
Norman Levine Likes this company and thinks it will continue to do well. Has great assets.
Price: $28.530
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 BUY Royal Bank
RY-T
Norman Levine In the history of the Cdn stock markets, banks have always been among the best performers, so you should always have some in your portfolio.
Price: $62.750
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-21 BUY Sherritt International Corp.
S-T
Michael Sprung Looks fundamentally cheap. Increasing their nickle production. Going to expand their coal facilities even more.
Price: $8.110
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 DON'T BUY Telus Corp
T-T
Michael Sprung Management has delivered on a lot of things that they promised. Not a cheap stock any more.
Price: $30.500
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: No
2004-10-21 BUY Teck Resources Ltd. (B)
TCK.B-T
Norman Levine Really good management and growth potential. Prefers over Noranda.
Price: $28.900
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 BUY Toronto Dominion
TD-T
Norman Levine In the history of the Cdn stock markets, banks have always been among the best performers, so you should always have some in your portfolio.
Price: $48.560
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2004-10-21 WATCH Canadian Pacific Ships
TEU-T
Michael Sprung Taking a close look at it. Stock price is pretty close to book value. Trans Pacific shipping is doing well, but CP is trans Atlantic. If they make anywhere close to their numbers, it would be a good time to jump in.
Price: $15.110
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: No
2004-10-21 BUY Thomson Reuters Corp
TRI-T
Michael Sprung As time goes on, expects to see them expand into more and more scientific and engineering endeavours. Good long term hold.
Price: $41.700
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: Yes
2004-10-21 WEAK BUY TSX Group
X-T
Norman Levine Depends on volume to earn its money. As the Cdn$ strengthens, it means investors are putting money into Canada. Have some management issues.
Price: $51.700
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-10-20 HOLD AbitibiBowater Inc.
ABH-T (Dead)
Ron Meisels Has not beern behaving well. Has recently broken down, but technically speaking there is a chance of a turn around, but don't stay with it very long.
Price: $6.700
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2004-10-20 BUY Barrick Gold
ABX-T
Laura Wallace Hedging has been a problem. Starting to unwind some of them. They have lagged other gold companies. Have a lot of new production coming on in '05.
Price: $26.760
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 TOP PICK Alcan Aluminum
AL-T (Dead)
Laura Wallace Aluminum is a commodity that has lagged ad is starting to pick up because of cut backs in China due to pollution controls. Trades at about 11 X next year's earnings.
Price: $57.450
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2004-10-20 WEAK BUY ATI Technologies
ATY-T (Dead)
Laura Wallace Have done a great job in executing a turn around. Has positioned itself very well in some of the consumer markets. The major concern is the PC market where the bulk of their revenues cme from.
Price: $20.830
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 DON'T BUY BlackBerry
BB-T
Laura Wallace A very expensive stock. Risky.
Price: $108.820
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 DON'T BUY Bombardier Inc (B)
BBD.B-T
Laura Wallace Their big problem is the airline industry which is in very serious trouble on a global basis. Strong competition from Enbrior. Also has a little concern about the balance sheet.
Price: $2.830
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 WEAK BUY BCE Inc.
BCE-T
Laura Wallace Interesting here. Of all the telcos it is the most likely one to be successful, but not a slam dunk.
Price: $28.460
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2004-10-20 WAIT BCE Inc.
BCE-T
Ron Meisels Since 2002 has been doing some base building, so this may be an indication that something could happen. An important breakout would be in the upper $28 or $29.
Price: $28.460
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2004-10-20 BUY Bank of Nova Scotia
BNS-T
Laura Wallace Likes this and Toronto Dominion Bank best.
Price: $39.070
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2004-10-20 BUY on WEAKNESS Cameco Corporation
CCO-T
Laura Wallace The price of uranium is going to continue to be positive. This is probably the best play in that sector. Looks expensive at 25 X earnings. A problem is the caps it has on some of its long term uranium contracts. Haven't been open as to when they come off
Price: $99.300
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 DON'T BUY Celestica Inc
CLS-T
Laura Wallace Has been a very disappointing performer. Outsourcers are being squeezed on margins.
Price: $15.990
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 HOLD Compton Petroleum
CMT-T (Dead)
Ron Meisels Breakout at the $8 mark was a very good move. Reached his target of $10, but could continue higher.
Price: $10.030
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Yes
2004-10-20 BUY Canadian Natural Rsrcs
CNQ-T
Laura Wallace Currently evaluating. Excellent in executing in a very difficult market. A high quality name.
Price: $51.860
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 STRONG BUY Canadian National R.R.
CNR-T
Ron Meisels A fantastic stock with further upside potential. Doesn't see any kind of negative. If using a stop/loss, it would be set at $56/58.
Price: $62.450
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Yes
2004-10-20 DON'T BUY Coolbrands (A) Sold to Nestle
COB.A-T
Laura Wallace Has had a really rough patch. Not much on the horizon for the near term that would make it interesting. Speculative.
Price: $8.100
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 TOP PICK Encana Corp
ECA-T
Laura Wallace Likes the oil sector. Just had 2 major discoveries in the Gulf of Mexico. Combination of a positive outlook, their exposure to the US natural gas market and ability to continue to grow production over the next 5 years makes it an excellent investment.
Price: $60.980
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2004-10-20 DON'T BUY CGI Group (A)
GIB.A-T
Ron Meisels Has been base building for a long time. Struggling.
Price: $7.800
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2004-10-20 PAST TOP PICK IBM
IBM-N
Laura Wallace (A Top Pick Aug 9/04. Up 7%.) Still likes. Just reported great earnings. When companies start to spend on technology, IBM will be a major beneficiary.
Price: $88.820
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2004-10-20 PAST TOP PICK IGM Financial Inc.
IGM-T
Laura Wallace (A Top Pick Aug 9/04. Up 3.5%.) Still buying. The largest independent in Canada.
Price: $33.780
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2004-10-20 VAGUE Manitoba Telecom Services
MBT-T
Laura Wallace Dividend yield is over 6% and should be OK for the medium term. Probably limited growth until they can turn around their Allstream acquisition This sector is going to get very competitive..
Price: $41.750
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2004-10-20 WAIT Manulife Financial
MFC-T
Laura Wallace Life insurance companies have been hit because of an announcement of an investigation. A great company.
Price: $54.330
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
Showing 110,581 to 110,640 of 141,662 entries