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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
2004-06-21 BUY Dorel Industries (A)
DII.A-T
Michael Sprung Likes their acquisition of Pacific Bicycles and Schwinn. Should add to earnings momentum. Earnings outlook this year is $4.50 and as much as $5 next year. Good price.
Price: $43.000
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 BUY Divcom Technologies
DVQ-T
Ed Ho Incredibly good management. Expects them to do $.10/$.12 in earnings this year.
Price: $0.930
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Yes
2004-06-21 PAST TOP PICK Encana Corp
ECA-T
Michael Sprung (Past top pick Mar 30/04. Up 4%) Still likes. Exceptionally well managed. Likes their acquisition of Tom Brown.
Price: $58.400
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 BUY Enbridge
ENB-T
Michael Sprung Prefers over Trans Canada Pipe. Should do well in the future pipeline from the McKenzie Delta.
Price: $49.800
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 DON'T BUY GEAC Computer
GAC-T
Ed Ho Management has done a great job in bringing this company back from the dead. Not sure how much they can grow. Probably fairly valued.
Price: $9.120
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-21 DON'T BUY Hudson Bay Co.
HBC-T
Michael Sprung A lot of speculation on takeover rumors. This could create significant upside if that happens, but pure speculation at this time.
Price: $13.590
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Unknown
2004-06-21 PAST TOP PICK IPSCO Inc
IPS-T
Michael Sprung (Past top pick Mar 30/04. Up 12.6%) Still likes. Estimates seemed to be getting revised upwards continually.
Price: $28.760
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 BUY Magna Int'l. (A)
MG-T
Michael Sprung Feels that the momentum towards outsourcing is going to continue. Can participate in a significant way on a worldwide scale. Earnings prospects going forward are quite good.
Price: $114.890
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 HOLD Inco
N-T
Michael Sprung Feels the stock price should do fairly well over the next two years. Outlook for nickel is quite strong.
Price: $46.870
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 PAST TOP PICK Norbord Inc.
NBD-T
Michael Sprung (Past top pick Mar 30/04. Up 13.5%) Now taking profits in it. May have a couple of dollars left in it but interest rate increases could affect housing.
Price: $16.100
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 DON'T BUY Nortel
NT-T (Dead)
Michael Sprung Too many questions regarding what their statements should look like and will there be more restatements. A speculation.
Price: $6.230
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 VAGUE Nexia Biotechnologies
NXB.H-X
Ed Ho Have had problems doing commercial production of silk fibers.
Price: $1.710
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-21 TOP PICK Petro-Canada
PCA-T
Michael Sprung Throwing off so much cash now that they are taking advantage of the opportunity to employ it and build positions. Should cash flow about $12 this year.
Price: $58.600
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 BUY Jean Coutu Group (PJC) (A)
PJC.A-T
Michael Sprung The purchase of Eckerd Drugs in the US, with their expertise in managing stores, could put some momentum behind their earnings.
Price: $17.850
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 DON'T BUY PetroKazakhstan Inc
PKZ-T
Michael Sprung Fairly high risk outlook. Has been extremely profitable and successful. Price is good, but there are the geographical/political risks.
Price: $37.970
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 BUY Power Corp
POW-T
Michael Sprung Exposed to good industries. A good value play.
Price: $51.250
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 BUY Patheon
PTI-T (Dead)
Michael Sprung Has been a top pick in the past and they continue to like it. Extremely well-run company. Expects them to bring on new products.
Price: $10.720
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 HOLD Royal Bank
RY-T
Michael Sprung Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
Price: $59.040
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 DON'T BUY Stratos Global
SGB-T
Ed Ho Management should have done a better job on their guidance of growth for this year. Overpromised. Disappointing first-quarter.
Price: $10.600
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-21 TOP PICK SR Telecom
SRX-T
Ed Ho Didn't have a great first quarter. Long-term, the fundamentals are good. They've been putting up new orders and the backlog is good. A year from now they should have a good amount of earnings. Have to refinance their debt which is due next April.
Price: $5.230
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Yes
2004-06-21 WEAK BUY Suncor Energy Inc
SU-T
Michael Sprung Has done quite well, but would look at one or two others before adding to my holdings. Should be good production profile going forward. Getting fully valued.
Price: $35.650
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 HOLD Transalta Corp
TA-T
Michael Sprung Has been dropping due to concerns on interest rates but reaching a price level where it could stabilize.
Price: $16.310
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 BUY Teck Resources Ltd. (B)
TCK.B-T
Michael Sprung Likes the outlook of some of the base metals. Well exposed to zinc, copper and some gold. Well-managed company.
Price: $24.060
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 DON'T BUY Transcontinental Inc. (A)
TCL.A-T
Ed Ho An exceptionally well-run company. Relative to the other printers, it is an expensive stock. Good track record deserves a premium, but prefers a pure cyclical play.
Price: $23.750
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-21 HOLD Toronto Dominion
TD-T
Michael Sprung Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.
Price: $44.380
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 BUY Canadian Pacific Ships
TEU-T
Michael Sprung Shipping should do relatively well over the next few years. As an Atlantic shipper, does not have the momentum that Pacific shippers would have. Expects shipping rates to go up.
Price: $23.640
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 DON'T BUY TIR Systems Ltd
TIR-T
Ed Ho An interesting company. Most of their business is with one customer, so is something happened to that deal, it could be a problem. Would consider buying under five dollars.
Price: $6.260
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-21 BUY Talisman Energy
TLM-T
Michael Sprung Very financially strong. Has a lot of cash to make strategic acquisitions. Production profile looks stable. Earnings momentum going forward is good.
Price: $28.770
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 WEAK BUY Trans Canada Corp
TRP-T
Michael Sprung Interest sensitive. OK for a long-term hold. Prefers Enbridge.
Price: $26.200
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 TOP PICK Transition Therapeutics Inc
TTH-T
Ed Ho Has an interesting pipeline of products. An early stage product is a diabetes treatment.
Price: $1.650
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Yes
2004-06-21 WAIT VSM MedTech Ltd.
VSM-T
Ed Ho Has a great product. Had some accounting issues. Expects they will succeed in the long term. Have to start showing sales. A " show me" company.
Price: $2.980
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-21 DON'T BUY Westjet Airlines
WJA-T
Michael Sprung Fuel prices are very high. A lot of uncertainty regarding the restructuring of the airline sector.
Price: $12.840
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: No
2004-06-21 TOP PICK George Weston Ltd.
WN-T
Michael Sprung A better value way to play Loblaws. Bakery situation in the US has pulled them back. Expect this will turn around. Good price.
Price: $92.200
Subject: CANADIAN VALUE
Bias: SELECTIVE
Owned: Yes
2004-06-21 DON'T BUY Westport Innovations
WPT-T
Ed Ho Last quarter was profitable. Likes the company. Quite a lumpy business right now. Have some good contracts. Not profitable yet.
Price: $1.800
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-21 BUY Xillix Technologies Corp
XLX-T
Ed Ho Have a good technology and a well-run company. The question is, when do they get approval in the US for their commercialization of their ultraviolet scope.
Price: $0.910
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2004-06-19 TOP PICK AES
AES-N
Barbara Marcin Hasn't done well. Fell prey to the investment bubble. In a recovery mode and getting back to basics. Good management.
Price: $9.810
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: Unknown
2004-06-19 TOP PICK El Paso Corp
EP-N (Dead)
Barbara Marcin Hasn't done well. Fell prey to the investment bubble. In a recovery mode and getting back to basics. Good management.
Price: $7.170
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: Unknown
2004-06-18 WAIT A Comment -- General Comments From an Expert
A Commentary
Norman Levine Brascan has said this company is for sale. This would be good for shareholders. Would like to see better management.
Price: $23.680
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2004-06-18 TOP PICK A Comment -- General Comments From an Expert
A Commentary
Norman Levine Feels that all the bad news is in the price now. Dissension among the Molson family indicating it is a prime candidate for consolidation. Has just broken through its 200 day moving average.
Price: $33.250
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2004-06-18 TOP PICK A Comment -- General Comments From an Expert
A Commentary
Stephen Masson A lot of competition and the market is afraid margins will be squeezed. Feels they will defend their position and put the competition to rest. Cash flow will then be generated.
Price: $29.940
Subject: NORTH AMERICAN (TECHNOLOGY)
Bias: SELECTIVE
Owned: Yes
2004-06-18 TOP PICK Alcoa
AA-N
Barbara Marcin Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while.
Price: $32.530
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: Yes
2004-06-18 DON'T BUY AGF Management (B)
AGF.B-T
Norman Levine Acquisition of Cyprus gives them a bigger presence on the West Coast. Feels there's better companies in the money management area.
Price: $17.500
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2004-06-18 DON'T BUY Angiotech Pharmaceuticals
ANP-T (Dead)
Norman Levine Having Boston Scientific involved and Johnson and Johnson having problems with their stent, is already priced into the stock.
Price: $26.940
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2004-06-18 WAIT ATI Technologies
ATY-T (Dead)
Stephen Masson Expanding into the marketplace such as mobile phones, game consoles, digital TV, settop boxes, etc. Could take a little bit of a breather at this time. Wait for after the quarter.
Price: $21.670
Subject: NORTH AMERICAN (TECHNOLOGY)
Bias: SELECTIVE
Owned: Yes
2004-06-18 DON'T BUY Bombardier Inc (B)
BBD.B-T
Norman Levine This is a troubled company with lots of issues. Management may have bitten off more than they can chew.
Price: $4.100
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2004-06-18 DON'T BUY BCE Inc.
BCE-T
Norman Levine Not a company that he favors. Prefers Manitoba Tel. Can't see any the catalyst for growth.
Price: $25.750
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2004-06-18 HOLD Bank of Montreal
BMO-T
Norman Levine Historically, the Canadian banks have been the best to be in for the long run. Banks typically underperform for a while when interest rates go up.
Price: $52.750
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2004-06-18 PAST TOP PICK Bristol Myers Squibb
BMY-N
Norman Levine (Past top pick May 14/04. No change.) Pharmaceutical stocks packed well in a rising interest rate environment. 4% yield.
Price: $25.300
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2004-06-18 PAST TOP PICK CCL Industries (B)
CCL.B-T
Norman Levine (Past top pick May 14/04. Up 9%) nothing has really changed. A good long-term stock.
Price: $19.400
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2004-06-18 TOP PICK CNF Inc
CNF-N
Liz Ann Sonders Cyclical
Price: $40.720
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: No
2004-06-18 BUY Canadian National R.R.
CNR-T
Norman Levine Considers this as a long-term hold even though rare roads tend to be cyclical. Great management.
Price: $56.160
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2004-06-18 DON'T BUY Cisco
CSCO-Q
Norman Levine One of the best companies in the technology sector. Stock is expensive compared to his growth expectations.
Price: $23.420
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2004-06-18 BUY on WEAKNESS Cisco
CSCO-Q
Stephen Masson A great company. The growth is going to come from outside the core router market. Should see double-digit growth rate in earnings.
Price: $23.420
Subject: NORTH AMERICAN (TECHNOLOGY)
Bias: SELECTIVE
Owned: Yes
2004-06-18 BUY on WEAKNESS Cognos
CSN-T
Stephen Masson You will see good numbers out of this company as there is good demand for business intelligence software. Hard to put a valuation on this.
Price: $44.000
Subject: NORTH AMERICAN (TECHNOLOGY)
Bias: SELECTIVE
Owned: Unknown
2004-06-18 TOP PICK Chevron Texaco
CVX-N
Liz Ann Sonders Great dividend yield. Stock has not moved consistently with the commodity price.
Price: $93.420
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: No
2004-06-18 TOP PICK Dow Chemical
DOW-N
Barbara Marcin Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while.
Price: $40.010
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: Yes
2004-06-18 BUY Emera Inc
EMA-T
Norman Levine A high yielding stock with dividends periodically increased. A very slow earnings grower. Best for income oriented portfolios.
Price: $17.500
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2004-06-18 TOP PICK FMC Corp
FMC-N
Liz Ann Sonders A play in the industrial area. Great operating leverage.
Price: $41.390
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: No
2004-06-18 TOP PICK Honeywell International
HON-N
Barbara Marcin Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while.
Price: $36.540
Subject: NOT APPLICABLE
Bias: OPTIMISTIC
Owned: Yes
2004-06-18 TOP PICK IBM
IBM-N
Stephen Masson Corporations have the earnings now and IP spending is coming back. Service bookings are growing quite nicely. Buy when it's at a discount to the market and sell at a 10/15% premium to the market.
Price: $90.060
Subject: NORTH AMERICAN (TECHNOLOGY)
Bias: SELECTIVE
Owned: Yes
Showing 110,581 to 110,640 of 138,573 entries