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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
2006-11-27 DON'T BUY Cameco Corporation
CCO-T
Peter Grandich Some mining people are questioning if the Cigar Lake mine is salvageable. If so, it could take a long time before recovery.
Price: $40.000
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 DON'T BUY ConocoPhillips
COP-N
John O'Connell, CFA Like all oil/gas companies, it has come under pressure recently. He wouldn't buy a US oil/gas company. Prefers Canadian.
Price: $64.190
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 DON'T BUY Cisco
CSCO-Q
John O'Connell, CFA High-growth, high P/E stock. Trades at a huge multiple to its sales. Have done a fantastic job of growing their business and being at the cutting edge of technology. A little expensive for him. Would prefer around $20.
Price: $25.800
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 COMMENT Canadian Royalties Inc
CZZ-T
Peter Grandich Have a good nickel project in the Nunavut area, but has fallen below the radar. Feels they are takeover candidate. Probably won't get a big premium, but it's in an area he likes.
Price: $1.980
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2006-11-27 PAST TOP PICK Denison Energy
DEN-T
Peter Grandich (A Top Pick June 26/06. Up 99.5%.) Among institutions, this will rival Cameco (CCO-T). On any serious pullback it would be a buy.
Price: $25.630
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2006-11-27 BUY on WEAKNESS Eldorado Gold
ELD-T
Peter Grandich Has been locked in a trading range from $4.50 to $6.50. Had a little hiccup in operations, but expect it will be the next candidate as a takeover.
Price: $6.300
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2006-11-27 WEAK BUY Ford Motor
F-N
John O'Connell, CFA Having a lot of problems competing against Asian car manufacturers. Just announced plans to do and $18 million financing. Highly speculative.
Price: $8.160
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Unknown
2006-11-27 BUY Full Metal Minerals Ltd.
FMM-X
Peter Grandich Have done extremely well. Has a number of projects, primarily in the Alaska area. Excellently run company. Put in a stink bid of $2, which would be a good buy.
Price: $2.200
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 DON'T BUY Goldcorp Inc
G-T
Peter Grandich The honeymoon is over for this company. No longer a pure gold play but is diversified in base metals.
Price: $32.650
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 DON'T BUY Golden Star Resources
GSC-T
Peter Grandich Has not participated in a big way in the last 12-24 months because management has not done that well. A merger candidate but there won't be much premium.
Price: $3.660
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 BUY Great West Lifeco
GWO-T
John O'Connell, CFA A fantastic performer. Nice, study, creeping higher and higher. Well-managed. Good dividend yield.
Price: $33.630
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Unknown
2006-11-27 DON'T BUY Husky Energy
HSE-T
John O'Connell, CFA The whole energy complex has been having a little difficult time lately with the drop in energy prices. Has always been a rumoured takeout play. Not trading as cheaply as a lot of the other major players.
Price: $75.450
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 DON'T BUY IGM Financial Inc.
IGM-T
John O'Connell, CFA A well-run company. Hasn't done a lot the last year or two. Expect there will be continued pressure on Managers Expense Ratios in mutual funds. They are selling to a market that is becoming quite disillusioned with mutual funds.
Price: $48.500
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 BUY on WEAKNESS Imperial Oil
IMO-T
John O'Connell, CFA Anytime you can get it under $40, it is very attractive.
Price: $41.600
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Unknown
2006-11-27 BUY on WEAKNESS International Uranium Corp
IUC-T
Peter Grandich There may be a little consolidation at this point. Would recommend buying it at 10-15% correction.
Price: $8.920
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 PAST TOP PICK Jet Metal Corp
JET-X
Peter Grandich (A Top Pick June 26/06. Up 143%.) The single best non-producing uranium company in the world. Continuing to define a much larger deposit than anybody thought. Not cheap, but has a long upside.
Price: $3.290
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2006-11-27 DON'T BUY Crystallex International
KRY-T (Dead)
Peter Grandich One of the last un-developing gold deposits in the world today. Still waiting for the last environmental permit in Venezuela. Well over 10 million oz. of gold. There is some question as to whether they will get the permit. He is concerned about the country risks.
Price: $3.900
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 TOP PICK La Mancha Resources Inc.
LMA-T (Dead)
Peter Grandich Involved in a reverse takeover by a French company. Has 2 producing mines and large-scale exploration potential.
Price: $1.500
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2006-11-27 DON'T BUY Mastercard Inc.
MA-N
John O'Connell, CFA Sees a slowdown in the consumer being able to finance things. The housing market and the economy in general is slowing down. This affects the default rate of credit card companies. Would prefer Bank of America (BAC-N) or Citigroup (C-N).
Price: $98.990
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 BUY Manulife Financial
MFC-T
John O'Connell, CFA Has had a good pop because of the move of money out of income trusts. Growing rapidly in Asia.
Price: $37.840
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 TOP PICK Maple Leaf Foods
MFI-T
John O'Connell, CFA (A Top Pick Aug 25/06. No change.) Deep value play. 2 major businesses, Canada Bread ($9.50 value) and meats. Restructuring and moving towards a more finished, high margin product.
Price: $11.800
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-11-27 BUY on WEAKNESS Messina Minerals Inc.
MMI-X (Dead)
Peter Grandich Spending a lot of time and effort in drilling versus promoting the stock. This is one where you put a bid in on what you would like to pay ($.75-$.80?) and, if you get it, you should be happy.
Price: $0.950
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 BUY National Bank of Canada
NA-T
John O'Connell, CFA Trades at a discount because it is viewed as a regional bank, but it consistently delivers the highest return on equity, the best dividend growth and trades at the lowest multiple.
Price: $65.400
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-11-27 TOP PICK Northern Dynasty Minerals Ltd
NDM-T
Peter Grandich Expect it will be involved in a strategic relationship or takeover. The largest gold/copper deposits in the world.
Price: $8.970
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2006-11-27 COMMENT Newmont Mining (US)
NEM-N
Peter Grandich If he had to own one major gold, this would be the one. Goldcorp (G-T) has lost itself as a pure gold play.
Price: $45.640
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2006-11-27 HOLD NovaGold Resources Inc
NG-T
Peter Grandich Hostile takeover bid by Barrick (ABX-T) will probably not be successful and they will have to raise their offer.
Price: $18.320
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2006-11-27 BUY on WEAKNESS Nevsun Resources
NSU-T
Peter Grandich Management has let investors down in the Tabakoto project. The Bisha project in Eritrea is big, but feels a change in management is needed. If you want it, use a stink bid 10%-20% below where it is now.
Price: $2.900
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 DON'T BUY Queenstake Resources (merged to Yukon-Nevada Gold)
QRL-T
Peter Grandich There are so many other stocks available. Have had a series of problems. Has not performed well.
Price: $0.270
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 COMMENT Restaurent Brands International
QSR-T
John O'Connell, CFA A great name and will continue to be a great performer. You have to watch to see if they are going to be successful in the US growth platform.
Price: $33.950
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-11-27 DON'T BUY Constellation Brands Inc
STZ-N
John O'Connell, CFA Wine conglomerate. The problem is, there are a lot of wines on the shelf these days. A lot of vineyards are coming on stream now creating competition.
Price: $27.510
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 WAIT Southwestern Resources
SWG-T
Peter Grandich Probably one of the more disappointing companies. If it drops below $7.50, Newmont (NEM-N), which already has a relationship with them, may be interested in taking them out. There won't be a big premium. Consider putting in a stink-bid below $7 in December.
Price: $7.600
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 PAST TOP PICK Telus Corp
T-T
John O'Connell, CFA (A Top Pick Aug 25/06. Down 7.1%.) Oil/gas index in general is down about 7%. Have had some production problems.
Price: $57.100
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-11-27 SELL Trilogy Energy Corp
TET-T
John O'Connell, CFA Oil/gas income trusts in Canada are going to have a really tough time. The government’s proposed changes will make their lives very difficult. Distributions are not sustainable. The game is over for them.
Price: $11.640
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: No
2006-11-27 PAST TOP PICK TFI International Inc
TFII-T
John O'Connell, CFA (A Top Pick Aug 25/06. Down 6.1%.) Like it as a company, not an income trust. Economy is slowing and trucking tends to slow as well. They where an acquisitive company but were using income units as currency. Feels they will be able to work their way through this.
Price: $14.060
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-11-27 DON'T BUY Target Corp
TGT-N
John O'Connell, CFA Trades at a full 4 multiple points premium to Wal-Mart (WMT-N). Have great stores, but still have to compete against Wal-Mart. To expensive.
Price: $57.070
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Unknown
2006-11-27 DON'T BUY Taseko Mines Ltd.
TKO-T
Peter Grandich A pure copper play and he is bearish on copper. Probably one of the better plays. Took a lot of hits on their balance sheet in recent quarters, which is not going to benefit them in future quarters. If he is correct and copper goes back to $2.40/$2.50, this would be the first company he would want to own.
Price: $2.740
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2006-11-27 PAST TOP PICK Uranium Participation Corp.
U-T
Peter Grandich (A Top Pick June 26/06. Up 53.4%.) A physical way of owning uranium. Has already priced in about $85 for uranium but will go higher. Continue to hold for the time being.
Price: $12.320
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2006-11-27 TOP PICK United Parcel Services
UPS-N
John O'Connell, CFA A play on global trade as well as increased online shopping. Long-term hold.
Price: $78.270
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2006-11-24 BUY on WEAKNESS Aimia
AIM-T
Robert Lauzon Has held up fairly well, but is a little bit expensive now. Good-quality cash cow and generates lots of free cash flow. If you own, consider taking some profits.
Price: $15.200
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2006-11-24 BUY Akita Drilling Ltd.
AKT.A-T
Michael Decter A wonderful company. Has come off a bit lately with the oil patch. Debt free, terrific growth and terrific value for shareholders. A good way to participate in the oil patch.
Price: $16.350
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2006-11-24 BUY AltiusMinerals Corp
ALS-T
Michael Decter You are betting that the management team can realize value on a number of fronts. They're looking at minerals, refineries. Really a play on this amend and Labrador. Speculative but could be a winner if they deliver on the deals.
Price: $8.500
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2006-11-24 TOP PICK Axia NetMedia
AXX-T (Private)
Michael Decter Company that was created to put the broadband network into Alberta. A profitable business. Now going to France to put these networks into every part of France.
Price: $3.840
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2006-11-24 DON'T BUY Connors Bros. Income Fund
CBF.UN-T
Robert Lauzon Sold his holdings when debt started moving up and they had a few hiccups on acquisitions. Debt is still too high.
Price: $10.020
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2006-11-24 TOP PICK Chorus Aviation Inc
CHR-T
Michael Decter Likes their return and that they are part of Air Canada. Feels they will do a lot of business over the next number of years. Enormously well positioned to deliver on the discount airline concept.
Price: $8.010
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2006-11-24 SELL Canetic Resources Trust
CNE.UN-T
Robert Lauzon A lot of US investors are buying this name. Not his favourite royalty trust. With consider selling on this current strength. Constructive on oil/gas. Consider moving to Arc Energy (AET.UN-T) or Canadian Oil Sands (COS.UN-T).
Price: $16.790
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2006-11-24 TOP PICK Canadian Oil Sands
COS-T (Acquired
Robert Lauzon (A Top Pick Oct 20/06. Down 3.2%.) A world-class asset with long-life reserves. Foreign investors are looking for this type of investment. Expect they will increase distributions in early 07.
Price: $28.750
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2006-11-24 BUY Capital Power L.P.
CPA.UN-T (Dead)
Michael Decter Likes this and has been buying a little bit at these prices. As some growth potential ahead of its in adding some assets and revenue. Good value.
Price: $24.970
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2006-11-24 BUY DH Corporation
DH-T
Robert Lauzon Attractive entry point. Nice yield which is sustainable. Recently increased distributions. Stable cash flow.
Price: $15.300
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2006-11-24 BUY First Capital Realty
FCR-T
Robert Lauzon Portfolio of retail assets, shopping malls, etc. There are 2 large controlling shareholders will own about 65%. Should continue to perform well as long as pension funds and private equities continue to put hard money into real estate.
Price: $26.900
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Unknown
2006-11-24 DON'T BUY Fording Canadian Coal Trust (Inc Trust)
FDG.UN-T
Michael Decter A little concerned about the outlook going forward. Had some production problems. Would be a little careful, especially if there is a slowdown in economic activity.
Price: $23.170
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: No
2006-11-24 HOLD Finning Int
FTT-T
Michael Decter A great play on Western Canadian development and the economy. Worked through their UK problems. Started dividends although their earnings were not as good as they should be. Fairly valued. Would like it below $40.
Price: $44.700
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: No
2006-11-24 TOP PICK Hudbay Minerals Inc.
HBM-T
Michael Decter Copper and zinc have had a terrific run. Feels zinc prices are going to stay up and go higher. Copper prices may go a little lower. Big tax pools so they won't be taxed for a long time. Doing good exploration. Bringing back the last of their debt and will then be able to pay a dividend or buy back shares.
Price: $20.200
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Yes
2006-11-24 SELL Harvest Energy Trust
HTE.UN-T
Robert Lauzon Higher debt levels then he likes. Recently purchased a refinery in Newfoundland and have had financing problems because of the governments ruling. Grown by acquisitions.
Price: $26.570
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2006-11-24 BUY Imperial Oil
IMO-T
Michael Decter A possible takeover by its parent Exxon Mobil (XOM-N). Could see a take out at something like $50.
Price: $41.650
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Unknown
2006-11-24 TOP PICK IPC US Income Commercial REIT
IUR.UN-T
Robert Lauzon Primarily US office space. Sold some prime property for good prices and with all the cash they are raising, they're looking to buy higher growth properties. Could be a takeover target. Nice US income that is highly tax deferred.
Price: $11.850
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2006-11-24 WEAK BUY Leader Energy Services Ltd,
LEA.H-X (Unlist
Michael Decter Did own, but sold his holdings. Not currently making any money. Have had a long series of setbacks. If you have fairly significant risk tolerance it might be a good one to pick up at this price.
Price: $1.540
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: No
2006-11-24 HOLD Legacy Hotels
LGY.UN-T
Robert Lauzon About half their hotels are good quality Fairbourne brands. The other half are Delta. There is a good chance it will be taken out.
Price: $9.110
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Unknown
2006-11-24 BUY Manulife Financial
MFC-T
Michael Decter A good, solid company. Have done some great acquisitions. Not a bargain at these prices, but if you are looking for a solid financial company, well-run, global outlook this would be a good one.
Price: $38.220
Subject: CANADIAN & INCOME TRUSTS
Bias: BULL on ENERGY
Owned: Unknown
2006-11-24 COMMENT Morguard Real Estate Inv Trust
MRT.UN-T
Robert Lauzon Payout ratio is higher than he likes. All real estate assets are in favour right now, so down the road it could be taken over. Prefers IPC US Income Commercial (IUR.UN). (See Top Picks.)
Price: $12.880
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: No
2006-11-24 PAST TOP PICK Mullen Group Ltd
MTL-T
Robert Lauzon (A Top Pick Oct 20/06. Down 11.4%.) A great asset. There are 4 years of tax efficient distributions.
Price: $19.250
Subject: INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
Showing 110,581 to 110,640 of 161,637 entries