stockchase picture

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

Recent Opinions

Date Signal Company Expert Opinion Price
2003-09-18 DON'T BUY Celestica Inc
CLS-T
Gavin Graham Margins are being squeezed. Treat as the trading stock.
Price: $24.700
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 BUY Canadian National R.R.
CNR-T
Gavin Graham Likes both rails, but slightly better preference for CP Rail.
Price: $72.280
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 TOP PICK Canadian National R.R.
CNR-T
Bob Stodgell Will be sensitive to the economy. Have an enormous network. When the economy turns, they will do better. Raise their dividends regularly.
Price: $72.280
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 BUY Canadian Pacific Rail
CP-T
Gavin Graham Felt that recovery from the drought; CP Rail had better exposure to grains. Any economic downturn will create problems.
Price: $33.290
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 BUY Encana Corp
ECA-T
Gavin Graham Thinks there will be a secular bull market in gas. Looks very attractive. Good management. Stock price has gone nowhere.
Price: $48.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 DON'T BUY Emergis Inc.
EME-T-DEAD
Gavin Graham Some contracts have been reduced or they are being squeezed on price. An interesting play, but would prefer playing this through BCE which gives you exposure plus you hold Bell shares.
Price: $5.750
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-09-18 WEAK BUY Falconbridge Ltd
FAL-T
Gavin Graham Commodity based stocks are rising. Could go higher.
Price: $22.720
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-09-18 BUY Finning Int
FTT-T
Gavin Graham Mining and oil sands projects are expanding. Also have distributions in Europe and South America. Very attractive price.
Price: $32.300
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 BUY CGI Group (A)
GIB.A-T
Gavin Graham The last acquisition gives out a lot of extra business and improved margins. Still has further to go.
Price: $7.970
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 BUY Gerdau Ameristeel Corp
GNA-T (Dead)
Gavin Graham Not a bad play, but keep an eye on steel prices.
Price: $3.460
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-09-18 BUY Gaz Metro Ltd Partnership
GZM.UN-T (Dead)
Gavin Graham A gas income trust located in Québec. It has a disadvantage in that Hydro is very cheap in that province. There won’t be a lot of growth. Good distributions and well-managed.
Price: $20.310
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 BUY Intel
INTC-Q
Bob Stodgell Economy is starting to show signs of recovery and this will affect tech stocks. If you're going to be into tech, Intel is the one you want.
Price: $29.180
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 SELL JDS Uniphase
JDU-T (Dead)
Gavin Graham At the bottom of the food chain. Needs a bigger demand in the tech sector.
Price: $5.580
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-09-18 BUY on WEAKNESS Just Energy Group
JE-T
Bob Stodgell Distributions have increased significantly. Continuing to sign up residential clients. Will also be moving into the states. Buy on weakness.
Price: $23.800
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 BUY Lafarge Corp
LAF-N
Bob Stodgell A good stock that you can hold onto for the long term. Conservatively priced.
Price: $35.730
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 BUY Manulife Financial
MFC-T
Bob Stodgell A core holding.
Price: $43.040
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 WEAK BUY Maple Leaf Foods
MFI-T
Bob Stodgell No history of dividend growth. Should start to improve.
Price: $9.940
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2003-09-18 TOP PICK Pfizer Inc
PFE-N
Bob Stodgell One of the premier drug companies in the world. Good dividend. Generates a lot of cash. Have 20 new drugs that they'll be releasing. Good price.
Price: $32.050
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 BUY Pengrowth Energy Trust (US)
PGH-N
Gavin Graham A premier oil and gas trust. Good management.
Price: $16.860
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 BUY Pason Systems Inc.
PSI-T
Gavin Graham Depends on whether the oil and gas sectors will continue to expand. Have had some positive developments.
Price: $18.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-09-18 PAST TOP PICK QLT Inc
QLT-T
Gavin Graham (A top pick Aug 6/03. Up 3%.) Still likes.
Price: $24.190
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 WEAK BUY Rockwater Capital Bought by CI Finacial (CIX-UN-T)
RCC-T
Gavin Graham Financials are coming back.
Price: $1.120
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2003-09-18 PAST TOP PICK Sunlife Financial
SLF-T
Gavin Graham (A top pick Aug 6/03. Up 4.3%.) Likes their assets of CI Funds and Clarica in the financials..
Price: $30.350
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 WEAK BUY Stelco Inc
STE-T (Dead)
Gavin Graham Doesn't think it will go broke. Selling off some assets. New management. Will double if there is a recovery in the world economy.
Price: $1.380
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 TOP PICK Suncor Energy Inc
SU-T
Gavin Graham Has been flat for the last year. Likes the mix of refining and oil sands. 12 X PE.
Price: $25.260
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 BUY Teck Resources Ltd. (B)
TCK.B-T
Gavin Graham Likes it for the diversified metal play. Has put its coal assets into the Fording Trust. Coal is looking very strong and gold and copper should do well with the economy improving.
Price: $14.830
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-18 TOP PICK Thomson Reuters Corp
TRI-T
Bob Stodgell Have not performed well. Management has not achieved their growth projects because of a weak economy. Things should start clicking in 2004. Margins should also start expanding.
Price: $41.980
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 BUY Trans Canada Corp
TRP-T
Bob Stodgell A good core holding. Will increase their dividends over the next several years.
Price: $25.050
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-18 DON'T BUY Turquoise Hill Resources
TRQ-T
Gavin Graham Seems to be a good ore body in Mongolia. Management has no intention of selling, but want to manage the mine. Easy money has probably already been made.
Price: $7.140
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-09-18 DON'T BUY Wi-Lan Inc.
WIN-T
Gavin Graham Good technology. Have gone from losing 40¢ last year to only 10¢ a share. Stock price has more than tripled in the last year. It may have reached its high. Very volatile.
Price: $3.600
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-09-17 WEAK BUY Acclaim Energy Trust
AE.UN-T (Dead)
Ben Cheng Has a decent reserve life of about nine years. Not the best, but OK.
Price: $11.090
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: No
2003-09-17 PAST TOP PICK Agricore United (Debenture)
AU.DB-T (Dead)
Ben Cheng (Top pick April 1/03. Up 31%.) Benefiting from a friendlier growing environment out West.
Price: $123.010
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2003-09-17 BUY BCE Inc.
BCE-T
Peter Brieger Would consider buying under $30. Potentially, a good long-term hold.
Price: $29.960
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 BUY Bonavista Energy Corp
BNP-T
Ben Cheng One of the better trusts in the energy sector. They have a lower cost of production. Good long term hold.
Price: $16.700
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Unknown
2003-09-17 VAGUE Baytex Energy Corp
BTE-T
Ben Cheng May have a tougher time then other oil/gas trusts. More focused on heavy oil production. This puts it into a 2nd level of volatility as it gets into heavy and sweet oil spreads plus normal volatility. Shorter reserve life.
Price: $9.900
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Unknown
2003-09-17 BUY Connors Bros. Income Fund
CBF.UN-T
Ben Cheng Solid management team. Low level of growth. Concerned about their future prospects as sardine consumption is slowly declining. Could possibly move to Europe where consumption is greater.
Price: $13.590
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Unknown
2003-09-17 DON'T BUY Custom Direct Income Fund
CDI.UN-T
Ben Cheng Could have potential risk if legislation is changed regarding taxability of US domiciled businesses. Has a lot of competition. Prefers others.
Price: $9.200
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: No
2003-09-17 DON'T BUY Clean Power Income Fund
CLE.UN-T
Ben Cheng Trust is grown through acquisitions and they have to constantly issue equity to finance them. Increased interest rates have hurt. Woodchips are becoming a tight commodity for their western Alberta facility.
Price: $9.100
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Unknown
2003-09-17 HOLD Compton Petroleum
CMT-T (Dead)
Peter Brieger Up for review.
Price: $5.870
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 DON'T BUY Canadian Zinc Corp
CZN-T
Lou Schizas Received the permits for their mining operations in the North West Territories. A lot of volume on this news. Still have to prove the silver deposits. Have had no sales in the last five years.
Price: $0.415
Subject: NOT APPLICABLE
Bias: UNKNOWN
Owned: Unknown
2003-09-17 BUY DH Corporation
DH-T
Ben Cheng There is a movement away from paper checks to electronic money transfers, but their profitability remains strong. Essentially a monopoly.
Price: $15.260
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2003-09-17 BUY Enbridge Income Fund Holdings
ENF-T
Peter Brieger Continuing to buy for new clients.
Price: $11.600
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 TOP PICK iShares Japan ETF
EWJ-N
Peter Brieger Expects the Nikkei will be 14,000 within a year. Short-term target is $10.
Price: $8.990
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 TOP PICK Fording Canadian Coal Trust (Inc Trust)
FDG.UN-T
Ben Cheng Believes that the prospect for metallurgical coal going forward is good. Demand for steel is rising, especially in Asia. Coal prices should stay firm. Distributions could be rising in 2004.
Price: $30.500
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2003-09-17 BUY Fortis Inc.
FTS-T
Peter Brieger Good price. P/E of 11 or 12. Expanding with some acquisitions.
Price: $54.600
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 BUY on WEAKNESS Atlas Cold Storage Income Trust
FZR.UN-T
Ben Cheng Feels that public refrigerated warehouse space is a very good business in a trust. Had some accounting issues. If share price dropped, they would buy more.
Price: $10.750
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2003-09-17 TOP PICK GEAC Computer
GAC-T
Peter Brieger $.77 earnings per share. Have two new programs, which should increase their earnings.
Price: $6.150
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 PAST TOP PICK Sun Gro Horticultural Inc
GRO-T(dead)
Ben Cheng (Top pick April 1/03. Down 13%.) Weaker US dollar and their production facility hurt them. Now selling their stakes.
Price: $7.900
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: No
2003-09-17 SELL Specialty Foods Ltd.
HAM.UN-T
Peter Brieger Could fall under some potential risk if legislation is changed regarding taxability of US domiciled businesses. When a trusts has a bad mark, they tend to sell.
Price: $8.720
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-09-17 DON'T BUY Hudson Bay Co.
HBC-T
Peter Brieger Very disappointed in the recent quarter. Would buy the convertible debentures instead which have a yield of about 9.75.
Price: $9.090
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-09-17 BUY Innergex Renewable Energy
INE-T
Ben Cheng The power generating facilities are very good. Not much growth in power generation trust. If interest rates rise, that will be harmful. Solid management.
Price: $11.180
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Unknown
2003-09-17 BUY Inter Pipeline
IPL-T
Ben Cheng Western pipes carry heavy oil so if heavy oil prices drop, this could affect them. Have a stake in sweet crude coming down from Cold Lake.
Price: $7.060
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2003-09-17 BUY Keyera Corp
KEY-T
Ben Cheng Has a very solid stable business. Going forward, there could be a higher cost environment as oil and gas fields move further away.
Price: $11.600
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Unknown
2003-09-17 TOP PICK Legacy Hotels
LGY.UN-T
Ben Cheng (Top pick April 1/03. Down 4.4%.) Had expected a decrease in distributions, but they cut them entirely. A good move as they should try to conserve cash at this time. Trading at or below 50% of replacement costs. Hotel environment should improve.
Price: $5.790
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2003-09-17 HOLD Nortel
NT-T (Dead)
Peter Brieger Can't understand the basis for evaluation. Wants to see proof of their earnings first. Speculative
Price: $6.320
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-09-17 BUY Peyto Exploration & Develop.
PEY-T
Peter Brieger Prefers over other oil and gas trusts. Longer reserve life. One of the lowest-cost producers.
Price: $19.890
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 BUY Pembina Pipeline Corp
PPL-T
Ben Cheng A good structured trust. Has a stable base of pipeline assets in western Alberta. Derive about 60% of their earnings from the pipeline. Have just bought an ethylene storage. Good long-term hold.
Price: $12.150
Subject: INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2003-09-17 TOP PICK Pason Systems Inc.
PSI-T
Peter Brieger A unique company in North America. Putting a 15 times multiple on next year's earnings.
Price: $17.250
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2003-09-17 DON'T BUY Prime West Energy Trust
PWI.UN-T
Peter Brieger Have had some recent disappointments. Would buy Peyto instead.
Price: $25.520
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2003-09-17 BUY QLT Inc
QLT-T
Peter Brieger OK to buy the long-term. Should be a terrific performer in the next 2/3 years.
Price: $22.530
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
Showing 110,581 to 110,640 of 132,112 entries