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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
2007-05-07 BUY Western Gold Fields
WGI-T
Alex Ruus Bullish on gold. Production will be coming on in the first half of 2008. One of the few independent gold producers. Significantly undervalued. Takeout candidate.
Price: $2.120
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2007-05-07 TOP PICK Westjet Airlines
WJA-T
Alex Ruus (A Top Pick Nov 22/06. Up 18.3%.) Low-cost operator. Sustainable competitive advantage. Paying down debt. Good price.
Price: $16.530
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2007-05-07 DON'T BUY Whiterock REIT
WRK.UN-T (Dead)
Charles Dillingham Was up for sale and the price took a big jump. Has dragged on for a long time. He sold his holdings. Provides a fairly good yield. Better places to be.
Price: $13.600
Subject: REITs & REOCs
Bias: OPTIMISTIC
Owned: No
2007-05-07 BUY iShares S&P/TSX Global Gold
XGD-T
Alex Ruus A good way to play gold for the average person who doesn't have the knowledge of the industry. He prefers individual stocks.
Price: $75.150
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
2007-05-07 TOP PICK ZCL Composites Inc.
ZCL-T
Alex Ruus (A Top Pick Nov 22/06. Up 57.4%.) Their technology allows costs to be 30% lower than the nearest competitor. In January they acquired a large US tank manufacturer, which should give them accelerated growth.
Price: $14.950
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2007-05-05 TOP PICK A Comment -- General Comments From an Expert
A Commentary
Dennis Mitchell, CFA A sad day today, Jim O'Connell died from cancer on May 3 2007. The vast majority of the experts that Stockchase has reported on, are due to watching Jim O'Connell do his show.
Price: $0.020
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 SELL Agrium
AGU-T
Don Vialoux Fertilizer stocks, like this have a seasonal period of the end of June to end of December. Was extended this year due to the news that ethanol was important, giving farmers more money in their pockets to buy more fertilizer.
Price: $41.080
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 TOP PICK Artis Real Estate Investment Trust
AX.UN-T
Dennis Mitchell, CFA Have a really good portfolio put together. 40% is coming up for renewal in 2 years, of which 2/3 is in Calgary in particular. Is currently being leased significantly cheaper then the current rates in the market.
Price: $17.300
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Yes
2007-05-05 HOLD Brookfield Asset Management Inc.
BAM-N
Don Vialoux Has just reached it's all time high. Considered to be a financial service stock. Period of season strength until the end of May. Strong Hold.
Price: $62.330
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 HOLD Bombardier Inc (B)
BBD.B-T
Don Vialoux Trend is consistently higher. Stock has broken out once again. Technically looks very good. Fundamentals also looks good.
Price: $4.890
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 BUY Brookfield Office Properties
BPO-T (Dead)
Dennis Mitchell, CFA Really like. The best value portfolio in North America, strong management team. Very strong value creation name.
Price: $30.590
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Yes
2007-05-05 COMMENT Boston Properties
BXP-N
Dennis Mitchell, CFA Key core office property on the coast. He has heard good things about the management, but hasn't met them himself. Small yield at 2.3% plus since it is in the US, you will have the 15% withholding tax, and the claw back of cap gains 35%. If you want to go into this market, buy and forget.
Price: $115.640
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 HOLD Cameco Corporation
CCO-T
Don Vialoux Just recently a gorgeous breakout. Sensitive to what is happening in uranium prices. The stock is in gear, stick with it for now.
Price: $55.750
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 HOLD Canadian Imperial Bank of Commerce
CM-T
Don Vialoux Talking about banks in general, Longer term trend for the banks is phenomenal. End of September to end of May. Time to sell will be on technical weakness at the end of the Month. CIBC is showing some weakness around the edges.
Price: $100.290
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 SELL Canadian Oil Sands
COS-T (Acquired
Don Vialoux Has not been a happy stock, recently broken this downward trend. Company is very sensitive to the price of crude oil. He is not interested in energy stocks, as the period seasonal strength is about to end.
Price: $31.350
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 WEAK BUY Carbo Ceramics Inc.
CRR-N
Dennis Mitchell, CFA He likes, but haven't been large players in it.
Price: $44.160
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 WEAK BUY Cash America International
CSH-N (Dead)
Dennis Mitchell, CFA He likes, but.... They've delivered phenomenally on their acquisition line, but that hasn't trickled down to the bottom line.
Price: $43.270
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 TOP PICK Dream Office REIT
D.UN-T
Dennis Mitchell, CFA Have gone through a dramatic transformation over the last 2 years. Very strong name, hitting on all cylinders.
Price: $40.000
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Yes
2007-05-05 PAST TOP PICK Hollinger International
HLR-N
Dennis Mitchell, CFA Still owns, and would add (except they have so much already). (BUY)
Price: $7.830
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Yes
2007-05-05 COMMENT Hungtingdon Capital
HNT-T (Dead)
Dennis Mitchell, CFA Their portfolio is dominated by 'B' assets and secondary markets. What is needed is to release some of the leases that are coming up. They need to see the internal growth to go along with their acquisitions.
Price: $2.480
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 BUY H&R Real Estate Inv Trust
HR.UN-T
Dennis Mitchell, CFA Large cap reit. Buy assest that are key to grade A tenents. A great name, very strong. Going in yield is 5.5%, 3-5 years out, could be 7-8% yield.
Price: $25.150
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 TOP PICK iShares COMEX Gold ETF
IGT-T (Unlisted
Don Vialoux Watching for the entry point, watching the Canadian dollar.
Price: $75.500
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: UNKNOWN
Owned: No
2007-05-05 BUY InnVest Reit
INN.UN-T (Dead)
Dennis Mitchell, CFA Based in Ontario and Quebec. Great management team, but they don't do much with them. Their properties are starting to get old which is a slight concern, but otherwise has no problem with them.
Price: $14.320
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 PAST TOP PICK Kinder Morgan Energy
KMP-N (Private)
Dennis Mitchell, CFA Still a buy, but not as much as before.
Price: $55.250
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 PAST TOP PICK Mainstreet Equity Corp
MEQ-T
Dennis Mitchell, CFA Likes still. The CEO owns 40%.
Price: $18.420
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Yes
2007-05-05 HOLD Nexen Inc
NXY-T (Dead)
Don Vialoux Gorgeous technical chart. A lot of new production coming on stream over the next 12 months.
Price: $67.920
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 PARTIAL SELL Power Financial Corp
PWF-T
Don Vialoux Gorgeous chart. Trend is your friend, stick with your friend. Longer period of seasonal strength. Watch your technicals very closely. Stick with it for now, but if you are trading it, watch for an exit point.
Price: $39.620
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 BUY Canadian Real Estate Investment
REF.UN-T
Dennis Mitchell, CFA 50% Retail 25% Office 25% Industrial. He like it. Very conservative leverage and payout rates.
Price: $30.190
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 HOLD RioCan Real Estate Investment
REI.UN-T
Dennis Mitchell, CFA The flagship REIT in Canada, primarily focused on the big 6 population areas. He thinks there is more growth in Calloway
Price: $26.000
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 SELL Sun Life Financial Inc
SLF-T
Don Vialoux Had a very good track record, but as of today broke the trend and the support line. In a bit of a quandary for a while. Came out with worse then expected results a couple of days ago. Time to take some profits.
Price: $49.790
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 TOP PICK Smart REIT
SRU.UN-T
Dennis Mitchell, CFA Has been overlooked. They are following smart centers and he thinks it's a good strategy.
Price: $27.350
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Yes
2007-05-05 HOLD Toronto Dominion
TD-T
Don Vialoux Seasonal period from end of September until the end of May. He says the chart is “beautiful”, only concern is the strength relative to the rest of the market is going negative. This is with banks in general.
Price: $68.680
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 COMMENT Teck Resources Ltd. (B)
TECK.B-T
Don Vialoux Has done very very well. Seasonal period is from end of September to end of April. Today broke to a new high. He likes it.
Price: $45.440
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 DON'T BUY Temple Hotels
TPH-T
Dennis Mitchell, CFA 200% payout ratio very high yield, not very sustainable. Not a big fan.
Price: $5.050
Subject: REITs & REOCs
Bias: UNKNOWN
Owned: Unknown
2007-05-05 COMMENT Uranium One Inc.
UUU-T (Dead)
Don Vialoux The stock is a reflection of what's happening to the price of uranium. Involved in the consolidation of uranium properties.
Price: $16.690
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 PAST TOP PICK iUnits S&P/TSX Capped Energy ETF
XEG-T
Don Vialoux Period of seasonal strength from the end of November to the end of May. Average gain is 16.6 percent. Are holding on for a little longer, but also is looking for an exit point.
Price: $87.590
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 TOP PICK iShares S&P/TSX Global Gold
XGD-T
Don Vialoux The gold stocks are showing some pretty good technicals. It looks like a good time to get into the gold stocks now.
Price: $75.000
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: UNKNOWN
Owned: No
2007-05-05 PAST TOP PICK iShares S&P/TSX Global Gold
XGD-T
Don Vialoux Period of seasonal strength for gold is from July to the end of September. The reason for that is gold fabricators each year buy gold to prepare for Christmas. Hang in there, the time to buy gold and gold stocks is very shortly.
Price: $75.000
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 PAST TOP PICK iUnits S&P/TSX 60 ETF
XIU-T
Don Vialoux Seasonal strength from the end of September to the end of March, but it's been extended. (Sell on exit points.)
Price: $78.850
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Unknown
2007-05-05 TOP PICK iShares DEX Short Term Bond
XSB-T
Don Vialoux As protection in case the Canadian equity market starts to roll over. He will buy in this money market fund, and make his 4% return and sit there until next September of next year when he will be lined up for another seasonal trade. (Buy when it snows, sell when it goes).
Price: $28.080
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: UNKNOWN
Owned: No
2007-05-03 COMMENT A Comment -- General Comments From an Expert
A Commentary
Derek Webb, CFA

Rate of earnings per change. Paraphrasing his example. Used the example of RIM. If it was expected to sell 500 thousand, but they actually sold 700 thousand, then the stock price goes up because first they sold more units so there is more value in the company, and second the expected amount was lower then the actual, so the stock price will be adjusted upwards. Then if the next quarter they sell 1 million units but were expect to sell 700 thousand, the same thing happens again, but amplified. The opposite happens when a stock decelerates, in which case you would want to short the stock, because it will head down faster and faster.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2007-05-03 PAST TOP PICK A Comment -- General Comments From an Expert
A Commentary
Paul Gardner, CFA Government of Canada Bonds. Over the last 3 years, he's earned 12%.
Price: $0.020
Subject: REIT's
Bias: UNKNOWN
Owned: Unknown
2007-05-03 TOP PICK Allied Properties REIT
AP.UN-T
Paul Gardner, CFA Industrial complexes. Just made a large acquisition in Montreal. Growth is very favourable. Was a small cap company 3 years ago, will be a billion dollar company in a couple of years.
Price: $22.400
Subject: REIT's
Bias: UNKNOWN
Owned: Unknown
2007-05-03 SELL BCE Inc.
BCE-T
Derek Webb, CFA Not a good business because phone lines are declining due to voice over internet.
Price: $37.400
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
2007-05-03 DON'T BUY BCE Inc.
BCE-T
Paul Gardner, CFA A hard company to like. Keeps on deviating.
Price: $37.400
Subject: REIT's
Bias: UNKNOWN
Owned: Unknown
2007-05-03 PAST TOP PICK Boardwalk REIT
BEI.UN-T
Paul Gardner, CFA Was a defensive pick. Sold in Jan, at $41. Was a great ride.
Price: $44.410
Subject: REIT's
Bias: UNKNOWN
Owned: Unknown
2007-05-03 HOLD Bank of Montreal
BMO-T
Paul Gardner, CFA Not their favourite bank, but is sure it will bounce back.
Price: $68.450
Subject: REIT's
Bias: UNKNOWN
Owned: Unknown
2007-05-03 SHORT Celestica Inc.
CLS-N
Derek Webb, CFA Classic short. Forget the long term. Too much supply, disappointing earnings.
Price: $7.030
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2007-05-03 BUY Eldorado Gold
ELD-T
Derek Webb, CFA Like them, because earnings are accelerating, and all the gold stocks are down now, when everything else is up.
Price: $6.570
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2007-05-03 TOP PICK Enbridge
ENB-T
Paul Gardner, CFA A great divident stock. Also has growth component.
Price: $37.280
Subject: REIT's
Bias: UNKNOWN
Owned: Unknown
2007-05-03 PAST TOP PICK First Capital Realty
FCR-T
Paul Gardner, CFA Fundamentals are fantastic. One of the few companies that issue unsecured bonds.
Price: $27.700
Subject: REIT's
Bias: UNKNOWN
Owned: Unknown
2007-05-03 TOP PICK First Capital Realty
FCR-T
Paul Gardner, CFA Shopping center based real estate outdoor malls. Focused on the bottom line. Debt to asset is 60%.
Price: $27.700
Subject: REIT's
Bias: UNKNOWN
Owned: Yes
2007-05-03 TOP PICK Laramide Resources Ltd.
LAM-T
Derek Webb, CFA big producer uranium. New into the Australia market which is virgin, due to government regulations, relaxing.
Price: $13.800
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2007-05-03 SELL Methanex Corp
MX-T
Derek Webb, CFA Expected earnings are down, even though they've had good earnings. (bad last quarter though).
Price: $28.530
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2007-05-03 SELL Nortel
NT-T (Dead)
Paul Gardner, CFA Very hard to judge. Maybe they have turned things around. If it's up then sell it.
Price: $27.960
Subject: REIT's
Bias: UNKNOWN
Owned: No
2007-05-03 BUY Northview Apartment Real Estate
NVU.UN-T
Paul Gardner, CFA Conservative, and they have a good hold of their market. He does like it.
Price: $25.700
Subject: REIT's
Bias: UNKNOWN
Owned: No
2007-05-03 STRONG BUY Petro-Canada
PCA-T
Derek Webb, CFA Has been missing earnings. Last quarter they beat earnings, so they bought. All the other oil companies have been trading high. Petro Canada was the exception. Now they've beat the earnings, and he expects them to beat earnings multiple times.
Price: $51.570
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2007-05-03 HOLD Precision Drilling
PD-T
Derek Webb, CFA In the US they have not backed off drilling, while in Canada they have.
Price: $27.290
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2007-05-03 BUY Pall Corp.
PLL-N (Acquired
Derek Webb, CFA Thinks Uranium in general is going to go a lot higher. Go Long.
Price: $42.010
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2007-05-03 TOP PICK Rogers Communcations (B)
RCI.B-T
Derek Webb, CFA quadruple play in cable companies. Everybody's cable bill keeps going up every year. Most people get their Internet through cable, (another monopoly).Voice over IP, which people don't have yet but is coming.
Price: $43.950
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
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