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

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Date Signal Company Expert Opinion Price
2004-12-29 DON'T BUY Ivanhoe Energy
IE-T (Unlisted)
Glenn MacNeill, P.Eng. Not one of their favourites. They're chasing some technologies that they feel are not too hopeful. Larger companies have been trying to develop similar technologies with limited success.
Price: $3.130
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: No
2004-12-29 DON'T BUY Inmet Mining
IMN-T (Dead)
Glenn MacNeill, P.Eng. Good management and good assets, but not undervalued. Reflects the copper markets at the moment. Prefers others because of the valuation.
Price: $21.150
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: No
2004-12-29 HOLD Niko Resources
NKO-T
Glenn MacNeill, P.Eng. Likes and feels it has some room to run. Getting expensive to buy.
Price: $50.990
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Yes
2004-12-29 DON'T BUY Orvana Minerals
ORV-T
Glenn MacNeill, P.Eng. Operates a 50,000 oz per year mine in Bolivia. Trades at about 11 X cash flow and has about a 7 year mine life. Possible reserves can be expanded though further exploration, but fully priced at this point. If you can buy below $1 it makes a lot of sense to hold as a high risk mineral company.
Price: $1.040
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: No
2004-12-29 VAGUE Petro-Canada
PCA-T
Glenn MacNeill, P.Eng. Q: Comparing Petro-Canada (PCA-T) to Suncor (SU-T). A: Petro-Canada is slightly more diversified in its portfolio of assets. Suncor's principal asset is in the Oil Sands area. If you think oil prices will stay strong, then Suncor is the better play.
Price: $61.220
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Unknown
2004-12-29 WEAK BUY Placer Dome
PDG-T
Glenn MacNeill, P.Eng. Management is not known to be one of the "A" teams in the market place. Benefiting from the rise in the price of gold. Treats this stock as a trading situation, not a hold.
Price: $22.690
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Yes
2004-12-29 BUY Perpetual Energy
PMT-T
Glenn MacNeill, P.Eng. Has performed very well recently. Well managed. In spite of their low reserve life index, expects they will continue to grow it.
Price: $16.100
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Yes
2004-12-29 BUY Progress Energy Resources Corp
PRQ-T (Dead)
Glenn MacNeill, P.Eng. One of the best managed trusts and has performed very well. Has a good slate of assets in the NE corner of B.C. Expects it to continue to grow at a very high rate.
Price: $13.630
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Yes
2004-12-29 DON'T BUY ProspEx Resources
PSX-T (DEAD)
Glenn MacNeill, P.Eng. The jury is still out on this one. The assets that were originally in Esprit were somewhat suspect, so when you take them and split them into a trust and an exploration company, it's hard to develop them.
Price: $3.200
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Yes
2004-12-29 BUY Suncor Energy Inc
SU-T
Glenn MacNeill, P.Eng. Q: Comparing Petro-Canada (PCA-T) to Suncor (SU-T). A: Petro-Canada is slightly more diversified in its portfolio of assets. Suncor's principal asset is in the Oil Sands area. If you think oil prices will stay strong, then Suncor is the better play.
Price: $42.370
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Unknown
2004-12-29 DON'T BUY Teck Resources Ltd. (B)
TCK.B-T
Glenn MacNeill, P.Eng. Trading at a pretty high price. Sold when it got to the $30 plus range. Trading at coal prices.
Price: $36.510
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: No
2004-12-29 TOP PICK TempestEnergy Corp (A)
TMY.A-T
Glenn MacNeill, P.Eng. Started off with a lot of oil exposure. Recently has been drilling in the gas side of the business and creating some good value. Likes because it hasn't gone up much and kind of plateaued. Undervalued. Market hasn't rcognized it.
Price: $6.650
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Yes
2004-12-29 DON'T BUY Wellco Energy Services
WLL.UN-T
Glenn MacNeill, P.Eng. Like all the service companies, considers them a lot higher risk. Capital going into the drilling side of the business has been at record levels. Valuations are pretty full.
Price: $11.330
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Yes
2004-12-24 BUY Acclaim Energy Trust
AE.UN-T (Dead)
Robert Lauzon Payout ratio is around 75%. Likes the new management. Lower risk profile than it had a few years ago.
Price: $14.730
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 PAST TOP PICK Applied Materials
AMAT-Q
Brian Acker, CA (A Top Pick Oct 26/04. Up 8.5%.) Took their gains. Came out with a major reduction in October of their earnings estimates, so cleared out of them.
Price: $17.030
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 DON'T BUY ATI Technologies
ATY-T (Dead)
Brian Acker, CA Even with the big earnings you are seeing, their model price is $24.40. Earnings estimates are not increasing either.
Price: $23.660
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 BUY Progressive Waste Solutions Inc
BIN-T
Robert Lauzon Just raised $400 million to acquire IESI and has come under pressure. Good price.
Price: $24.830
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 HOLD The Brick Ltd
BRK-T (Dead)
Robert Lauzon Retail is a very competitive business, so tends to stay away fro this sector. Makes a lot of its money from its financing arm and this can be quite volatile in negative economic times. Right now is pretty good. so they should be OK for the next year or so.
Price: $13.830
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2004-12-24 DON'T BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Brian Acker, CA Warren Buffet is so big, how does he generate a rate of return. Feels there is more money to be made elsewhere.
Price: $2969.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 BUY Connors Bros. Income Fund
CBF.UN-T
Robert Lauzon Just made a couple of little US acquisitions. Increased their distributions by about 7%.
Price: $18.500
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 BUY CCS Income Trust
CCR.UN-T
Robert Lauzon A growth trust. Don't pay out all their cash flow, retaining a lot of it for growth purposes. Tied to the drilling cycle out west which he expects to be strong next year. Caution: When the drilling cycle drops, this trust will drop off.
Price: $44.290
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 BUY Enbridge Income Fund Holdings
ENF-T
Robert Lauzon A nice stable trust. Owns 50% of the Alliance pipeline.
Price: $14.000
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 TOP PICK Ford Motor
F-N
Brian Acker, CA Auto companies still fit his quant model. Ford has been in their top 10 for over a year. Model price is $26.
Price: $14.800
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-12-24 BUY Focus Energy Trust
FET.UN-T
Robert Lauzon One of his favourite royalty trusts. 75% weighted in natural gas. Excellent management team. Below average debt. Payout ratio is about 68% versus 75% average for royalty trust sector. Increased its distributions 3 times since inception. At $20, valuations are a bit stretched, but that's what you pay for class "A" management.
Price: $20.400
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 HOLD Great Lakes Carbon Income Fund
GLC.UN-T
Robert Lauzon Supplies calcined coke to the aluminum industry. Aluminum industry is favourable. Expects price increases in '05 and will be able to push those through to Alcoa and Alcan.
Price: $10.600
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 WEAK BUY IPSCO Inc
IPS-T
Brian Acker, CA From a balance sheet perspective, he thinks it has gone as high as it can. In a year out, if oil and steel prices remain high, he would put the stock at around $62.
Price: $54.820
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 DON'T BUY Laurentian Bank
LB-T
Brian Acker, CA Model price is $23.18. Tends to go up when there's a lot of merger chatter.
Price: $24.120
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2004-12-24 DON'T BUY Motorola
MSI-N
Brian Acker, CA A bit of trivia: Motorola is the 3rd largest exporter out of China. Model price is $17.70.
Price: $17.260
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 TOP PICK National Bank of Canada
NA-T
Brian Acker, CA (A Top Pick Oct 26/04. Up 5%.) #1 bank for value today. Differential of 21% between what they think it's worth and current stock price. Banks have paused here for awhile.
Price: $48.860
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-12-24 DON'T BUY PBB Global Logisitics
PBB.UN-T
Robert Lauzon Underperformed on their recent quarter. Closed down a non-profitable divisions recently. Made some US acquisitions of which he is a little sceptical. Will watch for proof before buying more.
Price: $17.300
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 BUY Petro-Canada
PCA-T
Brian Acker, CA Sold it last month at around $68/69 and is guessing that by the of this month, it will be back in his portfolio. Fell for no apparent reason. Finds that trading through the oils is very lucrative with the cycles that the market is presenting to him.
Price: $61.440
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 BUY on WEAKNESS Peyto Exploration & Develop.
PEY-T
Robert Lauzon Reserve life is the longest, not including Canadian Oil Sands, at about 18/19 years. Yield is around 5% as compared to about 12% in the sector. The difference is to pay for the undeveloped land and the internal growth. A long term hold.
Price: $48.000
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 TOP PICK Pfizer Inc
PFE-N
Brian Acker, CA (A Top Pick Oct 26/04. Down 8%.) Model price is $39. Totally mispriced. Should be a portion of everybody's portfolio. Looking out a year, you should make good money off it.
Price: $26.070
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-12-24 DON'T BUY Perpetual Energy
PMT-T
Robert Lauzon 100% natural gas and they don't hedge much of their production. Highly volatile. Reserve life is only about 5 1/2 years compared to 9.7 years for the industry.
Price: $16.310
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2004-12-24 BUY Power Financial Corp
PWF-T
Brian Acker, CA It just motors on. Likes the Investors Group underneath. Financials do well in general. Earnings estimates are going up.
Price: $31.750
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-12-24 DON'T BUY RioCan Real Estate Investment
REI.UN-T
Robert Lauzon Historically REIT's perform at about a 15% premium to their NAV (net asset value). On this one, if you use an 8% cap rate you'll get about a 20% premium. You'll always pay more for an "A" name like RioCan. REIT's are fairly valued right now.
Price: $18.240
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Unknown
2004-12-24 BUY Royal Bank
RY-T
Brian Acker, CA #1 bank for value today is National. Differential of 21% between what they think it's worth and the current stock price. Toronto Dominion is #2 and Royal is #3. Not much difference between the current price and their model price. Banks have paused here for awhile.
Price: $63.840
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2004-12-24 WEAK BUY Sobeys
SBY-T
Brian Acker, CA Model price is about $38. Doesn't qualify for their current portfolio.
Price: $34.400
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 BUY Shiningbank Energy Income Fund
SHN.UN-T
Robert Lauzon A natural gas weighted trust. Its valuation is a bit stretched, but it's a premier name and you pay for what you get.
Price: $22.000
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 BUY Toronto Dominion
TD-T
Brian Acker, CA #1 bank for value today is National. Differential of 21% between what they think it's worth and the current stock price. Toronto Dominion is #2 and Royal is #3. Not much difference between the current price and their model price. Banks have paused here for awhile.
Price: $49.470
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2004-12-24 BUY Canadian Pacific Ships
TEU-T
Brian Acker, CA Model price is $26. A businessman's risk sort of stock. Buy half a position now, wait for the financials and wait for the financials before filling the other half.
Price: $17.200
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2004-12-24 WEAK BUY Telesystems Inter'l. Wireless
TIW-X
Brian Acker, CA Fundamentals and his quant model both look good, but the problem is, there is only one estimate out there and every time they look at it, they get a little queasy. Would prefer having more estimates available.
Price: $13.350
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 HOLD Transalta Power Lp
TPW.UN-T
Robert Lauzon Its parent Transalta has a nice pipeline of assets that can be blended into the trust for growth. Distribution is stable. As linterest rates creep up, you'll see pressure on the unit price.. The recent spike occurred when it was added to the TSE. Could fall back a bit in January.
Price: $10.120
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-24 DON'T BUY Hot House Growers Income Fund
VEG.UN-T
Robert Lauzon Distributions have been cut to zero. Tomato prices have drastically decreased. Their product can be very volatile. Doubt if distributions will come back until the second half of 2005. Have some bank covenances they have to meet.
Price: $5.650
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2004-12-24 BUY Washington Mutual Inc
WAHQE-Q2
Brian Acker, CA Model price has been increasing and is almost $50. Earnings estimates have been increasing.
Price: $41.970
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-12-24 BUY Yellow Media Inc
Y-T
Robert Lauzon Competition Super Pages has now pulled out of Ontario. One of the top names.
Price: $13.380
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2004-12-23 HOLD A Comment -- General Comments From an Expert
A Commentary
Laura Wallace Continue holding to see how the takeover plays out, but don't buy.
Price: $21.010
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2004-12-23 PAST TOP PICK Alcan Aluminum
AL-T (Dead)
Laura Wallace (A Top Pick Oct 20/04. Up 3%.) When the spin-out happens in January, the valuation of the new Alcan should be positive.
Price: $58.950
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-12-23 DON'T BUY ATI Technologies
ATY-T (Dead)
Laura Wallace New management has done an excellent job. Has moved the company into the consumer brand which now accounts for about 16% of their revenues. Chips are becoming more and more a commodity, so competition will be stronger. Trades at about 20 X this year's earnings.
Price: $23.710
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2004-12-23 TOP PICK AvenEx Energy Corp
AVF-T (Dead)
Bruce Campbell (1) 70% oil, 20% real estate and 10% financial service credit lending business. The small size is really appealing. They are able to make acquisitions and when they do make one at a reasonable valuation, you get huge jumps in the payout. Make 70/75% payouts.
Price: $10.700
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-12-23 DON'T BUY Bombardier Inc (B)
BBD.B-T
Laura Wallace It is in very serious condition. Concerned about the family coming back in to take control. Also concerned about the global aircraft market.
Price: $2.160
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2004-12-23 HOLD BCE Inc.
BCE-T
Laura Wallace It will be a decent investment, but will take a while. Will have to be patient. The 10% increase in the dividend is positive. Being aggressive with new technology.
Price: $28.810
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-12-23 TOP PICK Becton Dickinson
BDX-N
Laura Wallace A low beta way to play the growth in the health care sector. Has recently increased its R&D budget. Will be a steady grower at 7/8%.
Price: $56.940
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-12-23 BUY Bank of Nova Scotia
BNS-T
Laura Wallace Has been a long time favourite. Offers reasonable investment value. TD Bank as a diversification, offers reasonable value.
Price: $40.130
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-12-23 BUY on WEAKNESS Cameco Corporation
CCO-T
Laura Wallace The concern is that the stock has risen much more rapidly than its earnings are going to rise. Has a lot of lids on the price that it receives for uranium because of contracts. With the current multiple there is a fair amount of risk.
Price: $118.860
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2004-12-23 HOLD Celestica Inc
CLS-T
Bruce Campbell (1) Mixed signals. A couple of competitors guidance warned that the next couple of quarters might be a llittle soft. Hard to get excited about the stock.
Price: $16.910
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-12-23 BUY on WEAKNESS Cline Mining Corp.
CMK-T (Dead)
Bruce Campbell (1) In with a group of junior coal mining stocks in B.C. Will be more volatile and is a little bit further away from production, maybe a couple of years. Coal is definitely there.
Price: $1.650
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-12-23 BUY Canadian National R.R.
CNR-T
Laura Wallace Has done very well, in part because of demand for commodities. Just recently won an arbitration decision on coal. Prefers CNR which has stronger operating ratios and stronger longer term record.
Price: $73.290
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2004-12-23 BUY Canadian Oil Sands
COS-T
Laura Wallace In the same area as Suncor and prefers Suncor because of better execution. However, this is a reasonble buy.
Price: $62.250
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2004-12-23 HOLD Canadian Pacific Rail
CP-T
Laura Wallace Has done very well, in part because of demand for commodities. Just recently won an arbitration decision on coal. Prefers CNR which has stronger operating ratios and stronger longer term record.
Price: $40.800
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
Showing 110,581 to 110,640 of 143,534 entries