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

Recent Opinions

Date Signal Company Expert Opinion Price
2003-06-13 WEAK BUY Nexen Inc
NXY-T (Dead)
Laura Wallace Cheapest looking major oil company in Canada. A lot of properties in the mideast. Unstable political climate. Risky.
Price: $32.820
Subject: NOT APPLICABLE
Bias: UNKNOWN
Owned: Unknown
2003-06-13 TOP PICK Pfizer Inc
PFE-N
Laura Wallace US is making progress on a medicare drug plan. 17 X this years earnings and 16 X next. Great pipeline. The stock has underperformed.A lot of free cash flow.
Price: $33.080
Subject: NOT APPLICABLE
Bias: UNKNOWN
Owned: Unknown
2003-06-13 BUY Rogers Communcations (B)
RCI.B-T
Ian Ainsworth They have improved their balance sheet and have started to pay a dividend.
Price: $20.400
Subject: CANADIAN GROWTH
Bias: OPTIMISTIC
Owned: Yes
2003-06-13 TOP PICK RioCan Real Estate Investment
REI.UN-T
Charles Dillingham Once legislation re: liability is complete, this is the real estate trust most likely to be added byinstitutional investors to their portfolios.
Price: $14.000
Subject: REAL ESTATE & REIT's
Bias: UNKNOWN
Owned: Yes
2003-06-13 DON'T BUY Retirement Residences REIT
RRR.UN-T
Charles Dillingham Has had a few negative surprises. Yields about 10%. Has competition. Also US government payments that were expected didn't happen. Questions if they can keep distributions up.
Price: $10.590
Subject: REAL ESTATE & REIT's
Bias: UNKNOWN
Owned: Yes
2003-06-13 DON'T BUY Royal Bank
RY-T
Ian Ainsworth Has done a great job of execution, low exposure to some of the problem commercial loans. Won't be a major growth. Margins are being squeezed.
Price: $58.830
Subject: CANADIAN GROWTH
Bias: OPTIMISTIC
Owned: Yes
2003-06-13 TOP PICK Summit Real Estate Investment
SMU.UN-T
Charles Dillingham A late bloomer. Focusing on industrial now rather than offices and commercial. A very attractive sector. Good management.
Price: $16.180
Subject: REAL ESTATE & REIT's
Bias: UNKNOWN
Owned: Yes
2003-06-13 DON'T BUY SR Telecom
SRX-T
Ian Ainsworth Good engineers. Not a business that has shown dramatic growth. Just made some good acquisitions. Big debt. Fully valued now.
Price: $1.480
Subject: CANADIAN GROWTH
Bias: OPTIMISTIC
Owned: No
2003-06-13 BUY Trican Well Service Ltd.
TCW-T
Andrew McCreath Steady Eddie kind of company. Well run. Good margins.
Price: $21.100
Subject: NOT APPLICABLE
Bias: UNKNOWN
Owned: Unknown
2003-06-13 WATCH Taiwan Semiconductor MFG.
TSM-N
Ian Ainsworth A great company. They're probablt at a point where they are going to spend money on new equipment.
Price: $10.000
Subject: CANADIAN GROWTH
Bias: OPTIMISTIC
Owned: No
2003-06-13 BUY Valeant Pharmaceuticals
VRX-T
Andrew McCreath Some renewed short selling has has brought the price down. Volatile, but trend continues to be upward.
Price: $65.330
Subject: NOT APPLICABLE
Bias: UNKNOWN
Owned: Unknown
2003-06-13 DON'T BUY Zarlink
ZL-T (Dead)
Ian Ainsworth They have good exposure in mixed signal technology. Changing their model. Too high right now.
Price: $6.840
Subject: CANADIAN GROWTH
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 DON'T BUY AbitibiBowater Inc.
ABH-T (Dead)
Michael Sprung Not a favourite. Has a number of structural issues to address. Lack of balance sheet strength.
Price: $9.000
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 BUY Alcan Aluminum
AL-T (Dead)
Michael Sprung Outlook going forward is good for base metals. Like nickel and aluminum.
Price: $44.000
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 WAIT Bombardier Inc (B)
BBD.B-T
Michael Sprung Making some fundamental decisions on how they will do business in transport and financing.
Price: $4.430
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 PAST TOP PICK Bank of Nova Scotia
BNS-T
Michael Sprung (Was a top pick on Mar 20/03. Up 15.5%.) Still likes.
Price: $60.610
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 TOP PICK Cascades Inc
CAS-T
Michael Sprung Good price. Waste paper costs have been dropping. Some good improving market conditions.
Price: $12.950
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 BUY Canadian Imperial Bank of Commerce
CM-T
Michael Sprung Very leveraged to an improved economy.
Price: $53.200
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 BUY Canadian Oil Sands
COS-T
Michael Sprung Likes the long term fundamentals. Recent pull back presents a buying opportunity. Will be a major producing property.
Price: $35.180
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 DON'T BUY Canadian Pacific Rail
CP-T
Michael Sprung Not sure of the outlook for rail shipments going forward re: grain and autos. Prefers CNR.
Price: $31.550
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: No
2003-06-12 BUY on WEAKNESS Enbridge
ENB-T
Michael Sprung A great company. Long term, they are well positioned.
Price: $48.400
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 BUY Embraer EmpresaBrasileira
ERJ-N
Michael Sprung Getting some good contracts.
Price: $19.750
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 HOLD Fairfax Financial
FFH-T
Michael Sprung Has been very volatile. Have just raised some capital. Expect that rating agencies will start to upgrade them. Giving better disclosure now. Speculative.
Price: $185.150
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 PAST TOP PICK CHC Helicopters (A)
FLY.A-T
Michael Sprung (Was a top pick on Mar 20/03. Up 10%.) Still likes.
Price: $27.140
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 BUY IGM Financial Inc.
IGM-T
Michael Sprung Has a large distribution network. A good company. A good place to be positioned.
Price: $27.600
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 TOP PICK IPSCO Inc
IPS-T
Michael Sprung Expect to see some major expansion in gas pipeline activity. Earnings could bounce up nect year.
Price: $14.480
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 PAST TOP PICK Intrawest
ITW-T
Michael Sprung (Was a top pick on Mar 20/03. Up 14.5%.) Still likes. Trying to separate their development side from their skiing operations, so formed a subsiduary to look after development. Well positioned.
Price: $18.110
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 DON'T BUY JDS Uniphase
JDU-T (Dead)
Michael Sprung
Price: $5.430
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 BUY Loblaw Companies Ltd
L-T
Michael Sprung Food retailers have been doing fairly well. Would prefer to own Loblaws through Westons.
Price: $61.550
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 BUY Laurentian Bank
LB-T
Michael Sprung 4.5% yield. Has been left behind because they're a regional bank. Could see some possible consolidation in Quebec.
Price: $25.910
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 TOP PICK Manulife Financial
MFC-T
Michael Sprung Inexpensive. Good dividend yield. Earnings should go up.
Price: $38.990
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 BUY Nordion Inc
NDN-T
Michael Sprung Price looks good. Well diversified and well managed.
Price: $18.750
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 BUY Precision Drilling
PD-T
Michael Sprung It should be good for over the next 2 years.
Price: $54.410
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: No
2003-06-12 BUY Sobeys
SBY-T
Michael Sprung Food retailers have been doing fairly well. Market share is holding fairly well. A good long term hold. Good price.
Price: $36.600
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 BUY Shell Canada
SHC-T
Michael Sprung Their new venture will serve them well. Hasn't had the run up that others have had.
Price: $53.500
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: No
2003-06-12 DON'T BUY Stelco Inc
STE-T (Dead)
Michael Sprung Not comfortable with steel because of their problems and the Cdn$. Far too early.
Price: $1.580
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: No
2003-06-12 HOLD Transalta Corp
TA-T
Michael Sprung Their businesses are more market sensitive now. Well positioned in a growing economy. Long term hold. Buy at a lower rate.
Price: $18.190
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-12 WEAK BUY Toronto Dominion
TD-T
Michael Sprung Not their favourite as a long term hold. They have to address their balance sheet. Hard to compare to other banks.
Price: $37.940
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Yes
2003-06-12 DON'T BUY Trans Canada Corp
TRP-T
Michael Sprung A little bit high now. Fundamentals are good, but the good news going forward is already built into the price.
Price: $25.450
Subject: CANADIAN VALUE
Bias: OPTIMISTIC
Owned: Unknown
2003-06-11 DON'T BUY Barrick Gold
ABX-T
John Embry Would like them to get rid of more of their hedge book faster. Not sure what their game plan is.
Price: $24.490
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2003-06-11 DON'T BUY Algoma Steel
AGA-T (Dead)
John Zechner Cdn$ has hurt the Cdn steel producers. A high risk play. US steels will do better.
Price: $1.650
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 BUY Alcan Aluminum
AL-T (Dead)
John Zechner Underperformed because of the Cdn$. Aluminum prices have been soft. The aluminum market looks like its tightening up.
Price: $43.500
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 TOP PICK Aurelian Resources Inc
ARU-T (Dead)
John Embry Has a large property package on Equador/Peru border. Inexpensive. Thinly traded.
Price: $0.910
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2003-06-11 BUY on WEAKNESS Bema Gold
BGO-T
John Embry Not followed widely. Buy on weakness.
Price: $1.520
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2003-06-11 BUY Canadian Imperial Bank of Commerce
CM-T
John Zechner Restructuring the capital market side. Can improve loan losses more than other banks. A little more risk , but more upside is possible.
Price: $53.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 BUY Claude Resources
CRJ-T
John Embry Not sure why the stock is so sloppy. Has interesting prospects. Good price.
Price: $1.200
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2003-06-11 HOLD Descartes
DSG-T
John Zechner Business is slow. Have a lot of cash. Buying back a lot of their debt and some stock. Needs a turn in the technology sector.
Price: $3.100
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 BUY Eldorado Gold
ELD-T
John Embry A pur gold play. Should perform spectacularily well if gold goes up, like he thinks it will.
Price: $2.200
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2003-06-11 DON'T BUY EMC Corp
EMC-N
John Zechner Storage sector looks OK, but not high on business's priorities. Losing market share.
Price: $10.440
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 BUY Fairfax Financial
FFH-T
John Zechner Has made a number of improvements. Not too expensive. Still has some upside. Keep for a long hold.
Price: $183.500
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 BUY FNX Mining Company
FNX-T(Dead)
John Embry A lot of interesting things going on.
Price: $6.570
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: No
2003-06-11 BUY Goldcorp Inc
G-T
John Embry Excellent company and generates tons of cash. Doesn't have as high a leverage to a gold price increase that Kinross does.
Price: $15.750
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2003-06-11 WAIT Gabriel Resources
GBU-T
John Embry A negative article indicated Rumanian president was going to be slow on approvals. Have to raise money to finish moving a village.
Price: $2.390
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2003-06-11 WEAK BUY Gold Reserve Inc
GRZ-T (Dead)
John Embry Tainted because they are located beside La Scratn(?). Very attractive, but you need a lot of patience.
Price: $2.400
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2003-06-11 PAST TOP PICK Golden Star Resources
GSC-T
John Embry (Was a top pick on Apr 8/03. Up 27.5%.) Still likes. Nice properties in Ghana.
Price: $3.300
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2003-06-11 HOLD Hudson Bay Co.
HBC-T
John Zechner Retail sector has had a couple of tough quarters. Well positioned for any turn in the retail sector.
Price: $9.330
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 BUY Kinross Gold
K-T
John Embry A lot of production and a good brand name. Should be a good levered play when gold rises.
Price: $9.220
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
2003-06-11 BUY Kingsway Financial Services
KFS-T
John Zechner Seems to have stalled out at the $16/17 level. Have restructured phenominally well. Still growing.
Price: $16.610
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-06-11 PAST TOP PICK Metallica Resources
MR-T
John Embry (Was a top pick on Apr 8/03. Down 7.6%.) Still likes, but disappointed it hasn't performed better. Very cheap.
Price: $1.250
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Yes
2003-06-11 TOP PICK Newmont Mining
NMC-T (Dead)
John Embry Will be the flagship gold stock for the next upcoming leg in a bull market. Huge reserve base.
Price: $42.570
Subject: PRECIOUS METALS
Bias: BULL on GOLD
Owned: Unknown
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