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

Recent Opinions

Date Signal Company Expert Opinion Price
2003-10-03 STRONG BUY Niko Resources
NKO-T
Josef Schachter A big fan. The East Coast of India is where the big upside is going to come from in the first quarter of 2005.
Price: $28.600
Subject: OIL & GAS
Bias: BULL on NATURAL GAS
Owned: Unknown
2003-10-03 TOP PICK Nextel Partners Inc
NXTP-Q
Ray Steele It has the most state-of-the-art system in the US. Making money. Have a great technology and system footprint in the US.
Price: $20.620
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2003-10-03 BUY Onex Corp
OCX-T
Ray Steele They have a lot of cash and excess capital. Smart management group. Once they start to deploy their cash in further investments, we'll see their business start to pick up. Pretty safe place to be.
Price: $15.850
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2003-10-03 BUY on WEAKNESS Oracle
ORCL-N
Ray Steele There will be difficulties with acquisitions. Not sure how they're going to proceed once they get the acquisition completed. Will probably see some correction over the next month. Just look some profits.
Price: $11.980
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2003-10-03 BUY Pfizer Inc
PFE-N
Ray Steele Drug industry has been experiencing difficulties over the past 12 months. Thinks the industry has growth going forward.
Price: $30.780
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2003-10-03 BUY Sobeys
SBY-T
Ray Steele Have had a setback in earnings. Have done a pretty good job of consolidating the IGA stores. A pretty sound investment for the stable portion of someone's portfolio.
Price: $32.010
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2003-10-03 STRONG BUY Siebel Systems (US)
SEBL-Q
Ray Steele Has a huge cash horde of $4 a share. The outlook for what they do, continues to be strong. Outlook is tremendous.
Price: $11.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2003-10-03 BUY Canadian Superior Energy Inc
SNG-T (Dead)
Josef Schachter Core asset is in Drumheller. Target is $2.50 which does not include exploration for the upside which has significant potential. Downside risk is $1.80 but upside could be greater than his target price.
Price: $2.200
Subject: OIL & GAS
Bias: BULL on NATURAL GAS
Owned: Unknown
2003-10-03 BUY Telus Corp
T-T
Ray Steele The wireless side in particular looks compelling. Their acquisition last year is turning out well. A long-term investment.
Price: $24.360
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2003-10-03 BUY Teck Resources Ltd. (B)
TCK.B-T
Ray Steele Likes the gold aspect. About the only place you can invest in zinc and zinc should start moving up in the next 12 months.
Price: $17.640
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2003-10-03 HOLD Tusk Energy
TSK-T
Josef Schachter Have done a good job. Would like to see the third-quarter statement before making a target.
Price: $4.070
Subject: OIL & GAS
Bias: BULL on NATURAL GAS
Owned: Unknown
2003-10-03 DON'T BUY Valeant Pharmaceuticals
VRX-T
Ray Steele A profitable company. Will be volatile over the next little while. Expected to be in the penalty box for couple of months.
Price: $41.800
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2003-10-03 TOP PICK Wireless Matrix
WRX-T (Dead)
Ray Steele There has been some negative perception around the stock regarding the issue that they recently raised. The fundamental outlook for this company is tremendous. A big provider to Sears of their wireless to their service people.
Price: $1.900
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2003-10-02 BUY Agrium
AGU-T
John Zechner Based on seasonal earnings. Feed stock costs are down. Demand for fertilizer has been growing pretty strongly. Stock should go higher in the short term.
Price: $17.320
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 TOP PICK Apache Corp
APA-N
John Stephenson Has lagged the group. Even mix of gas and oil. Has some high impact products. Has a nice international base.
Price: $70.400
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: No
2003-10-02 BUY Aur Resources
AUR-T (Dead)
John Zechner Weakening US dollar will help commodity prices. Copper prices will be going higher.
Price: $4.790
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 DON'T BUY BCE Inc.
BCE-T
John Zechner A good core business. Generates a lot of cash. Prefers the wireless sector.
Price: $28.870
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-02 DON'T BUY Ballard Power Systems
BLD-T
John Zechner You have to be a long-term thinker for alternative energy stocks. Too risky.
Price: $19.070
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 BUY BP PLC
BP-N
John Stephenson Very good company. Have done a joint venture with a large Russian oil producer. A strong growth strategy.
Price: $42.780
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 BUY CAE Inc
CAE-T
John Zechner Questions management handling of the last couple of deals. Starting to see some improved market conditions. Looks interesting at this price.
Price: $5.530
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-02 BUY Canadian Natural Rsrcs
CNQ-T
John Stephenson Should be worth $60. Investors are starting to recognize that it is undervalued.
Price: $56.600
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 DON'T BUY Calpine Corp
CPN-N
John Stephenson Very speculative investment. Could have a little bit of upside, but expect liquidity issues in the fourth quarter of 2004 when they have a $2 1/2-billion convertible bond due.
Price: $4.860
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 DON'T BUY Chevron Texaco
CVX-N
John Stephenson Have not been adding to their portfolio. Suffering a decline in their production so it could be problematic.
Price: $72.800
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 TOP PICK Dominion Resources Inc
D-N
John Stephenson Pays a little over 4%. Has a diversified business model. Strong management team.
Price: $62.630
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Yes
2003-10-02 SELL Duke Energy
DUK-N
John Stephenson Has pretty well topped out where it is. Fully valued. Dividend may be in danger of being cut.
Price: $18.010
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 PAST TOP PICK Dynegy
DYN-N (Dead)
John Stephenson (Top pick May 9. Down 18.3%)
Price: $3.600
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 WEAK BUY Encana Corp
ECA-T
John Stephenson (Top pick May 9. Up 2.8%) Expensive compared to most of its peers. Its gas is none traditional in that it is difficult to get out of the ground. May still have some upside.
Price: $49.190
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 BUY Enbridge
ENB-T
John Zechner Not a big fan of utilities, however, this one's is demonstrating better growth than others. Valuation is compelling.
Price: $48.310
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 BUY Fairmont Hotels & Resorts
FHR-T
John Zechner Travel industry seems to be turning around. Properties are high quality. Well positioned for turnaround.
Price: $34.820
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 DON'T BUY Quebecor World
IQW-N
John Zechner Likes their cash generation. Thinks there's a lot of margin pressure in the business. Also management changes have to be settled.
Price: $25.820
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 BUY Kingsway Financial Services
KFS-T
John Zechner The company just can't seem to get itself going. Extremely cheap stock at this price. Good company and good management. Could reach the high teens a year from now. Trading below book value.
Price: $12.420
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 DON'T BUY Methanex Corp
MX-T
John Zechner Feels that methanol prices are too high and unsustainable. Thinks the demand for the commodity will be down.
Price: $13.000
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 BUY Nokia
NOK-N
John Zechner Looks good on a lot of metrics. Good balance sheet and technical aspects are good. Well positioned for the wireless market.
Price: $16.560
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 WEAK BUY Nortel
NT-T (Dead)
John Zechner Would like to see the next quarter to see if they are picking up more market share. This industry has not turned around as yet, but may have hit bottom. Good management.
Price: $5.770
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-02 TOP PICK Precision Drilling
PD-T
John Zechner (Top pick Aug 6/03. Up 2.8%.) The utilization of rig rates have recently improved again. Well positioned for energy demands.
Price: $53.040
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-02 DON'T BUY QLT Inc
QLT-T
John Zechner There have been a few negative developments this year. Fully valued.
Price: $21.940
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 HOLD Sobeys
SBY-T
John Zechner Trading at around 10/11 X forward earnings. Had some disappointments in the last two quarters. The market is in a “ show me” mode. Good management. Will have to demonstrate for a couple of quarters.
Price: $32.050
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 BUY Suncor Energy Inc
SU-T
John Stephenson Production should go up 2 1/2 fold over the next five years. Has a very long reserve life.
Price: $25.200
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 TOP PICK Telus Corp
T-T
John Zechner (Top pick Aug 6/03. Up 3 1/2 %.) Likes the wireless business and their restructuring. Generating great operating results. Target of $30/40 in the next year or 2.
Price: $23.980
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-02 BUY Talisman Energy
TLM-T
John Stephenson Sees five to 10% upside in the next 12 months. Target $72 in a year.
Price: $66.450
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: Unknown
2003-10-02 DON'T BUY Valeant Pharmaceuticals
VRX-T
John Zechner Doesn't like the way the key generic businesses have been deteriorating. Technical chart does not look good. Prefers other things in the healthcare sector.
Price: $50.600
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 BUY Wal-Mart Stores Inc.
WMT-N
John Zechner The multiple is at a more reasonable level now. A long-term hold.
Price: $57.060
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-02 TOP PICK Exxon Mobil
XOM-N
John Stephenson Have a lot of cash and very little debt. Buying back shares and expects a special dividend will be issued in the next year. Have grown 6% to 10% in the last five to 10 years.
Price: $37.560
Subject: US LARGE ENERGY/UTILITIES
Bias: OPTIMISTIC
Owned: No
2003-10-02 TOP PICK Zarlink
ZL-T (Dead)
John Zechner (Top pick Aug 6/03. Down 4.3%.) Likes management. They are streamlining operations. Good position for the longer term.
Price: $5.480
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Rob Callander Wait to see what happens to the restructuring. Still have a long way to go to turn the company around.
Price: $1.120
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-01 TOP PICK A Comment -- General Comments From an Expert
A Commentary
Rob Callander Thinks there's a move into the cyclical stocks. 3 ½ % dividend yield. Management is focused on getting the company turned around.
Price: $14.180
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 BUY AbitibiBowater Inc.
ABH-T (Dead)
Rob Callander A very depressed stock. A world leader in its sector.
Price: $9.590
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-01 SELL ATI Technologies
ATY-T (Dead)
Rob Callander Has had a phenomenal recovery. Beating Nvidia out at their own game. They have to keep reinventing themselves periodically, but seem to be very good at doing that. If you've had a good profit, consider selling.
Price: $21.210
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-01 DON'T BUY BlackBerry
BB-T
Rob Callander Wonders if the telephone will ultimately be able to do the same things that Rim is doing. Likes their licensing with other manufacturers. Has a very high market value at this time.
Price: $51.160
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-01 TOP PICK Bombardier Inc (B)
BBD.B-T
Rob Callander Has quite significant recovery potential. As airlines come out of Chapter 11 bankruptcy proceedings, they are looking to buy new airplanes, especially regional jets. Balance sheet has been improved. Hoping to see double-digit figures in 2 years.
Price: $5.710
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 DON'T BUY Bombardier Inc (B)
BBD.B-T
Peter Arender, CFA It doesn't look like it's making enough money to support its stock price. Fundamentals may be improving, but slower than the stock price. 15/20% too high.
Price: $5.710
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-01 BUY BCE Inc.
BCE-T
Rob Callander Over 4% yield. Prefers over Telus at this time.
Price: $29.000
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 BUY Compton Petroleum
CMT-T (Dead)
Peter Arender, CFA Market doesn't seem to care about them. Fair value would be 20/20 5% higher than where it is now.
Price: $5.750
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-10-01 DON'T BUY Coolbrands (A) Sold to Nestle
COB.A-T
Rob Callander They have just been through an enormous growth period. Made a fantastic acquisition at a good price. Prefers not to buy stocks that have gone up 200/300%. Take some profits.
Price: $16.750
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2003-10-01 TOP PICK CVS Health
CVS-N
Peter Arender, CFA Includes about 1500 drugstores. Their main competitor is Walgreens that has a valuation of almost twice this stock. Had some problems a year ago, but the price dropped more than it should have.
Price: $31.960
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 DON'T BUY Emergis Inc.
EME-T-DEAD
Rob Callander Like it as a concept stock but has been very disappointing. Has not been winning contracts. Considering selling their holdings.
Price: $5.300
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 TOP PICK CGI Group (A)
GIB.A-T
Rob Callander The Everest fractured the relationship between themselves and B.C.E. As the economy recovers, they should have a lot of opportunity to grow. Extremely well-managed.
Price: $7.810
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 PAST TOP PICK Merrill Lynch & Co (US)
MER-N
Rob Callander (Top pick June 5/03. Up 16%.) As the economy turns around, probably the best stock for leverage on the improvement in the investment industry. Still buying it.
Price: $55.120
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 WAIT Manulife Financial
MFC-T
Rob Callander The acquisition of John Hancock was a huge win for the long-term prospects. The stock will probably stall over the next 6 months.
Price: $38.500
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-10-01 BUY on WEAKNESS Manulife Financial
MFC-T
Peter Arender, CFA John Hancock acquisition was bought at a fair price. Synergies seem logical. Good management. US shareholders of John Hancock's will probably sell their shares which could give a real opportunity. Buy in the mid-$30.
Price: $38.500
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
Showing 110,581 to 110,640 of 132,447 entries