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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
2006-05-08 BUY Honda Motor Ltd.
HMC-N
David Driscoll Honda (HMC-N) and Toyota (TM-N) have been killing the North American auto manufacturers. Doesn't see any slowdown of this. Good core holding.
Price: $36.770
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Unknown
2006-05-08 TOP PICK ICICI Bank Ltd.
IBN-N
David Driscoll If you want to be invested in an emerging market growth company, the best way to do it is through the bank. This gives you full exposure to the economy. Earnings just came out recently and earnings growth was very good. A very long-term hold.
Price: $30.120
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 BUY Luxottica
LUX-N
David Driscoll They are moving into China in a bigger way. They pretty much have most of the North American market. Growth continues which is why the stock keeps going up. Have increased the dividends. Expectation is for continued growth at 10% per year.
Price: $30.190
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 STRONG BUY Microsoft
MSFT-Q
David Driscoll Good top line growth and revenue growth was very good. Stock got hammered because of cost overruns. Spending more money today for future rewards down the road. Moving into other products that have higher margins. A deep discount purchase for long-term holders. You have to be patient.
Price: $23.730
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 WEAK BUY Paychex
PAYX-Q
David Driscoll Employment sensitive so that as more people get hired, more paychecks get processed. As interest rates rise, they make more money as they get to bank the money before they send out. Only have 9% market share, so there is a lot of room to grow. Has been a big run-up since last September, so be a gradual buyer.
Price: $40.080
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 PAST TOP PICK PowerShares Bio&Genome ETF
PBE-N
David Driscoll (A Top Pick Feb 25/06. Down 6%.) A long-term hold. This is a basket of biotech shares.
Price: $17.200
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 WEAK BUY Petro-Canada
PCA-T
David Driscoll If you have a long-term, 5/10 years, outlook for the company, it's a good stock.
Price: $52.520
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Unknown
2006-05-08 WEAK BUY Potash Corp of Saskatchewan
POT-T
David Driscoll There is continuing demand for fertiliser. Very well run company with a clean balance sheet. There is a lot of volatility in these prices soar in the near term, it could go down but okay for a long-term hold. Would prefer it in the $80 level.
Price: $115.900
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: No
2006-05-08 BUY Power Financial Corp
PWF-T
David Driscoll The stock has doubled twice over the last seven years. Sometimes it takes a while for earnings to catch up with the stock price which is why it is going sideways. As a contrary in, this is a wonderful time to be accumulating it.
Price: $33.680
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Unknown
2006-05-08 SELL Rite Aid Corp.
RAD-N
David Driscoll Hates this company. Has the worst balance sheet of any of the pharmacy retailers in the US. They have a lot of competitive disadvantages.
Price: $4.670
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: No
2006-05-08 PAST TOP PICK Rayonier Inc.
RYN-N
David Driscoll (A Top Pick Feb 25/06. Down 4.5%.) This is a Long-term Investment. The stock is down a little bit because housing prices are starting to turn. 5% dividend yield.
Price: $42.390
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 TOP PICK Sunrise Assisted Living
SRZ-N (Dead)
David Driscoll 24 hour care. Very fractured industry with lots of ma & pa residences so they have lots of room to grow into. Demographic trend is in their favour. They buy the land, but the building on, and then sell the property but manage it earning 8/9% a year. Earnings are coming out today, so wait before buying.
Price: $39.300
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 SELL Molson Coors Brewing Company
TAP-N
David Driscoll They are in a very saturated market. Demographically, people are getting older and drink liquors and wines as opposed to beer.
Price: $67.560
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: No
2006-05-08 BUY Teck Resources Ltd. (B)
TCK.B-T
Paul Gardner, CFA Very good operators. Have just made an offer for Inco (N-T) which would give very good synergies. Nickel, zinc, coal and gold are in a bullish trend. It should grow effectively.
Price: $76.470
Subject: 177
Bias: OPTIMISTIC
Owned: No
2006-05-08 BUY Toyota
TM-N
David Driscoll Honda (HMC-N) and Toyota (TM-N) have been killing the North American auto manufacturers. Doesn't see any slowdown of this. Good core holding.
Price: $121.360
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Unknown
2006-05-08 BUY Tenaris SA
TS-N
David Driscoll The company is extremely strong. There has been a huge demand for infrastructure. Fundamentals are very strong. His only short-term concern is that project financing is getting very expensive.
Price: $42.950
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: No
2006-05-08 PAST TOP PICK Uni-Select Inc
UNS-T
David Driscoll (A Top Pick Feb 25/06. Up 16%.) Their merger with a firm in the North East US is paying off. Still likes it.
Price: $33.800
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-08 DON'T BUY Valeant Pharmaceuticals
VRX-T
David Driscoll Turning itself from being a 1 trick pony into more of a diversified pharmaceutical company. There is a counter party risks as the credit rating is only BB high. Would rather see them spending all their time on research and development rather than seeing them fend off a lawsuit or get aggressive.
Price: $29.190
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: No
2006-05-08 BUY Walgreen Boots Alliance
WBA-Q
David Driscoll Like many of the large caps in the US, the stock has not moved a lot. They're adding almost 10/20% in new stores every year which takes to/3 years before they start hitting their top margin line. Still likes the company.
Price: $41.930
Subject: GLOBAL EQUITIES
Bias: UNKNOWN
Owned: Yes
2006-05-05 BUY Acclaim Energy Trust
AE.UN-T (Dead)
Kevin Hall BComm, CFA This is actually a fund of funds. A closed end fund. Focused on energy and energy-related sectors. If you are positive on energy, this is a good place to be.
Price: $20.000
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2006-05-05 BUY Aliant
AIT-T (Dead)
Kevin Hall BComm, CFA They are in the process of converting a lot of their rural wireline assets into an income trust. Bill also be combining some assets with Bell Canada (BCE-T). Looking favourably on these moves. Not a lot of growth out of these areas, but stable cash flow and limited competition.
Price: $36.730
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2006-05-05 BUY Altagas Ltd
ALA-T
Kevin Hall BComm, CFA Operates in the midstream area of oil/gas in that they gather and process of natural gas. Also sell power in the Alberta market. High-quality management team. Good history of predictable growth. Outlook is quite good.
Price: $28.130
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY Arc Resources Ltd
ARX-T
Kevin Hall BComm, CFA Has been flat and range bound in the last little while. This is a relatively good buying opportunity. One of the premier oil/gas income trusts.
Price: $26.580
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY Calpine Power Income Fund
CF.UN-T
Kevin Hall BComm, CFA Very complicated story with a lot of moving parts. Their parent is going through bankruptcy procedures and they still own some of this company. A lot of uncertainty. Good buying opportunity. Over the next couple of months, the story should get a lot cleaner.
Price: $9.150
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 DON'T BUY Chemtrade Logisitics Inc.
CHE.UN-T
Kevin Hall BComm, CFA Plant had been damaged by Katrina but is now up and running. They expect some of their customer facilities in that area to still experience some disruptions in Q1. This company faces a number of challenges especially with pulp chemicals. Has been facing competition from China.
Price: $9.320
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2006-05-05 HOLD Canetic Resources Trust
CNE.UN-T
Kevin Hall BComm, CFA The result of a recent merger between 2 big trusts. This creates some uncertainty with integration issues. He thinks they will be okay. Have lagged in terms of performance and offers good value today.
Price: $23.210
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY Canadian Natural Rsrcs
CNQ-T
Josef Schachter Had some disappointing results because of their hedging. Also they didn't get as much drilling done as they expected.
Price: $64.200
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 BUY on WEAKNESS Canadian Oil Sands
COS-T (Acquired
Kevin Hall BComm, CFA Has had a tremendous run. Wouldn't buy today, but would wait for a better opportunity. Longer term, a fantastic story.
Price: $35.650
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 TOP PICK Delphi Energy Corp.
DEE-T
Josef Schachter Current production is 6400 BOE’s a day. Focused on natural gas. Have a deal with Encana where they've got access to their lands. Will be about 7000 BOE’s a day in the 2nd quarter exiting the year at 8000. Have at least 3/5 years of work ahead of them. Buy and hold for a couple of years.
Price: $5.240
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 TOP PICK DH Corporation
DH-T
Kevin Hall BComm, CFA They provide the cheque services to a lot of the financial companies. Decent pricing power. Good, steady cash flows. Cheque usage has declined, but they have been able to expand into other areas and their margins are improving. Good value.
Price: $20.410
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY on WEAKNESS Fording Canadian Coal Trust (Inc Trust)
FDG.UN-T
Kevin Hall BComm, CFA In the high $30's could be a good buying opportunity. A great company with good long-term prospects, but the valuation could be a little bit better.
Price: $40.140
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2006-05-05 BUY Find Energy Ltd.
FE-T
Josef Schachter A big fan of this one. Expanding their facility at Pembina West to 50 million. Did 3246 BOE’s a day last year, exited at 5100 and he is using 6000 in his model and exiting at 8000 this year which gives cash flow of $1.85. Could be a takeover target.
Price: $11.810
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 BUY Gentry Resources Ltd
GNY-T
Josef Schachter Produced 3280 BOE’s a day last year. About 45% liquid and 55% natural gas. Estimate that they will do 4400 BOE’s a day and exiting around 4800.
Price: $5.600
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 TOP PICK H&R Real Estate Inv Trust
HR.UN-T
Kevin Hall BComm, CFA Industrial, retail, office spaces. Tend to sign long-term leases. Has sold off recently which makes it a very good buying opportunity.
Price: $20.850
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY KCP Income Fund
KCP.UN-T
Kevin Hall BComm, CFA Good selection in the business trust sector. Traditionally been in the private-label bleaching manufacture and cleaning products. Consumer staples has really come under pressure as rising input costs have squeezed margins. They are one of the few that have been able to diversify out of that. US exposure is hedged into 2008.
Price: $9.670
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 DON'T BUY Legacy Hotels
LGY.UN-T
Kevin Hall BComm, CFA Have great assets. Hotel industry went through a very tough period when travel was impacted by 9/11, SARS, etc. It is starting to recover but not as quick as expected. This company relies on US travellers coming to Canada but the strong Canadian$ is impacting this. Could do better in other trusts.
Price: $7.920
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2006-05-05 HOLD Newalta Corp
NAL-T
Kevin Hall BComm, CFA Oil field services and waste removal sector. Has done extremely well. Expanding and diversifying away from western Canada. Probably fairly fully valued. Wait for a pullback.
Price: $32.010
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 PAST TOP PICK Precision Drilling
PD-T
Kevin Hall BComm, CFA (A Top Pick Feb 17/06. Up 12%.) Tremendous fundamentals. The largest oil services in Canada.
Price: $39.570
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 HOLD Peyto Exploration & Develop.
PEY-T
Kevin Hall BComm, CFA Probably fairly valued at current levels. 80% of its production is natural gas. Longer term, it will be a good story.
Price: $27.900
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY Penn West Petroleum
PWT-T
Kevin Hall BComm, CFA Has had a good run. They are in the process of merging with Petrofund (PTF.UN-T) which will make it the largest in daily production.
Price: $44.370
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY RioCan Real Estate Investment
REI.UN-T
Kevin Hall BComm, CFA This should be a core holding in any REIT portfolio. Was getting a bit expensive and you are now seeing some consolidation.
Price: $21.760
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 TOP PICK Real Resources
RER-T
Josef Schachter Half oil and half natural gas. Were 7300 BOE’s a day in ‘04 and averaged 10,394 last year and 12,000 now. Expecting an average of 14,000 this year.
Price: $22.570
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 HOLD Santoy Resources Ltd.
SAN-X
Josef Schachter Has uranium projects in Labrador and Saskatchewan and will be focusing on Saskatchewan this fall.
Price: $0.700
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 TOP PICK Solana Resources Ltd.
SOR-X
Josef Schachter Involved in Colombia which is having an election on May 28, which should be watched. Drilling wells that have quite high impact. They have $.71 cash per share which gives nice downside protection.
Price: $2.220
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 SELL Superior Plus Corp
SPB-T
Kevin Hall BComm, CFA In the last year or so, they have started to diversify outside of the propane business. Some of those are running into trouble, especially the pulp chemical business. The war in winter hurt their propane business. Have cut distributions a couple of times the last one being 30%.
Price: $10.140
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: No
2006-05-05 WEAK BUY Suncor Energy Inc
SU-T
Josef Schachter Oil prices are trending higher. This is a crown jewel for Canada on the tar sands. Very much loved by foreign investors, particularly US. Not a cheap stock. Okay if you want a conservative name.
Price: $96.240
Subject: ENERGY
Bias: BULL on ENERGY
Owned: No
2006-05-05 BUY Talisman Energy
TLM-T (Dead)
Josef Schachter Proposing a 3 for 1 stock split. Expect they will have one of the higher growth profiles. Paying down debt with their robust cash flows. Likes the story.
Price: $62.260
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 HOLD Tyler Resources Inc
TYS-X
Josef Schachter Has been on a roller coaster for the last couple of weeks. Concerned about management. Had expected a better flow of information. Drill results have not been coming out consistently. Drill rigs arrived in March rather than September. Going to start a resource estimate in May which is what he wants..
Price: $0.790
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 PAST TOP PICK Vermilion Energy Inc
VET-T
Kevin Hall BComm, CFA (A Top Pick Feb 17/06. Up 17%.) High-quality name that continues to deliver quarter after quarter.
Price: $33.850
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 BUY Vero Energy Inc.
VRO-T (Dead)
Josef Schachter A spin off from True Energy. Gas focused. Doing about 2000 BOE’s a day and expecting about 2675 a day with an exit around 3500 giving $1.80 cash flow.
Price: $6.800
Subject: ENERGY
Bias: BULL on ENERGY
Owned: Yes
2006-05-05 TOP PICK Waste Connections
WCN-T
Kevin Hall BComm, CFA (A Top Pick Feb 17/06. Down 2.5%.) Provide non-hazardous waste services. Fundamentally, the story is still on track. There is a bit of US$ exposure here but they have good hedging in place.
Price: $27.650
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-05 HOLD Westshore Terminals Inc.
WTE-T
Kevin Hall BComm, CFA Fording Coal (FDG.UN-T) had guided lower in the production of coal to China who built up their inventories and are not taking as many shipments. This company is being impacted by that. Yield is quite attractive.
Price: $10.560
Subject: INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Yes
2006-05-04 PAST TOP PICK Aastra Technologies
AAH-T (Dead)
Robert McWhirter (A Top Pick Jan 12/06. Down 15.8%.) Their numbers were mildly disappointing. Had a stop loss and sold his holdings. They continue to reduce expenses but he is in and “show me” mode.
Price: $33.240
Subject: TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2006-05-04 BUY Atlas Energy Ltd
AED-T (Dead)
David Cockfield Been a little erratic. Doing okay, it has been a little disappointing. Taken a long time to get things sorted out. Expected production to come on a little faster. Although production has not increased much, their reserves have increased extremely nicely. Expect they will now start getting production increases.
Price: $5.450
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2006-05-04 DON'T BUY Arc Resources Ltd
ARX-T
David Cockfield Has been relatively flat recently. Good management. Reasonably fully priced, so has not been adding to his position. He is also a bit concerned about the price of gas.
Price: $26.580
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2006-05-04 BUY ATI Technologies
ATY-T (Dead)
Robert McWhirter Just acquired a graphics chip designer, Bitboys, which has a very interesting technology which allows signals to be sent out to a cell phone and automatically scales to the size of the screen. Ranks 275 in his database. Cheap.
Price: $19.450
Subject: TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2006-05-04 DON'T BUY BlackBerry
BB-T
Robert McWhirter Although a lot of analysts are recommending a Buy his model says No. Currently ranks 502 in his portfolio. Estimates have been shaved 10% in the last 60 days.
Price: $82.680
Subject: TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2006-05-04 DON'T BUY Ballard Power Systems
BLD-T
Robert McWhirter Ranks well in his model because the earnings have become less negative. The longer term challenge is to end up making money. Not convinced there will be enough to help them with that. Expected to lose $0.94 in ‘05 and $0.69 in’06.
Price: $11.080
Subject: TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2006-05-04 BUY on WEAKNESS Baytex Energy Corp
BTE-T
David Cockfield A very well-run company. The area they are working in has excellent resources. It has been helped recently by the spread between light and heavy oil. Would like to see a pullback.
Price: $21.260
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: Yes
2006-05-04 HOLD Bellatrix Exploration Ltd.
BXE-T
David Cockfield Yields 18.4% and has a real high payout ratio. The word on the street, for some time, that they are going to have to cut distributions. If you want to be speculative, you could continue holding it, but wouldn't buy it.
Price: $15.640
Subject: CANADIAN LARGE (OIL/GAS)
Bias: BULL on ENERGY
Owned: No
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