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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
2004-11-23 TOP PICK Canadian Tire Corporation Ltd
CTC-T
Neil Wickham Marks Men's Wear acquisition has worked out very well. Financially strong with a strong cash flow and strong growth. Expects 15/20% growth in the next several years. Credit card business has been growing very well.
Price: $71.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 BUY Denison Energy
DEN-T
Neil Wickham Current supply/demand for uranium is way out of balance on the supply side. Worldwide production is at about half the demand.
Price: $13.580
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 TOP PICK Enel Societa Per Azioni
EN-N
Norman Levine Extremely share holder friendly. Have paid out regular and special dividend totalling over 9%. Very profitable.
Price: $44.780
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Yes
2004-11-23 BUY Enbridge
ENB-T
Neil Wickham A lot going on with new development and projects outside of Canada which should be good. Well run. Good cash flow.
Price: $55.300
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 WEAK BUY Gateway Casinos Income Fund
GCI.UN-T
Neil Wickham Has shown good growth and is concerned if it can keep it up, but his partner feels it can. About a 6.5% yield.
Price: $19.400
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 BUY General Electric
GE-N
Norman Levine Feels management is doing a terrific job of turning the company around. Likes its diversity. Has a lot of international exposure.
Price: $35.810
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Yes
2004-11-23 PAST TOP PICK Harry Winston Diamond Corp.
HW-T (Dead)
Neil Wickham (A Top Pick May 25/04. No change.) Still loves it. Probably the only company in the world that is producing and generating earnings from diamond production. Expects they will increase their reserve life and production for greater revenues and earnings.
Price: $46.250
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 BUY Imperial Oil
IMO-T
Neil Wickham Probably the most conservative oil/gas company in Canada. Prefers Petro Canada.
Price: $71.970
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 PAST TOP PICK Just Energy Group
JE-T
Neil Wickham (A Top Pick May 25/04. Up 15.5%.) A growth story.
Price: $17.480
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 BUY Kinross Gold
K-T
Norman Levine Gold is going up, but this stock is lagging because in Cdn$'s, gold is actually going down. Only a matter of time.
Price: $9.700
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Unknown
2004-11-23 DON'T BUY Loblaw Companies Ltd
L-T
Neil Wickham Doesn't own any food chains. Loblaws is the class of the industry, but too high priced for him.
Price: $69.950
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 BUY Manulife Financial
MFC-T
Neil Wickham Their #1 in the financial sector. Cash flow yield is 16%. Has a good growth potential with their John Hancock acquisition and their Asian activity. Well run.
Price: $54.550
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 VAGUE Maple Leaf Foods
MFI-T
Neil Wickham Probably has some upside. Always looks expensive, but keeps going up. Good company.
Price: $14.250
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 BUY Microsoft
MSFT-Q
Neil Wickham A very conservative investment in the technology sector. Has a lot of cash. Very strong company. Feels it has good growth potential. Strong software programs, new developments are good, setting up new program to compete with Google.
Price: $26.530
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 TOP PICK Nokia
NOK-N
Norman Levine Feels their handset business has bottomed and is starting to turn up. Coming out with good products that consumers are buying. Very financially healthy with gobs of money.
Price: $16.210
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Yes
2004-11-23 DON'T BUY Nortel
NT-T (Dead)
Neil Wickham Extremely speculative. Hard to know where they are. Looks like cash flow is pretty good. Has a lot of cash. The continued delay of filing statements has dropped the value of the stock.
Price: $3.770
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 TOP PICK Petro-Canada
PCA-T
Neil Wickham Strong balance sheet with strong cash flow and strong growth. Has good international exposure.
Price: $66.850
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 TOP PICK Placer Dome
PDG-T
Norman Levine Positive on gold stocks. Inversely correlated with the US$. Also has representation in other metals such as copper which are acting very well.
Price: $26.180
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Yes
2004-11-23 DON'T BUY Pfizer Inc
PFE-N
Neil Wickham A very good company, but the recent problems with Bayer's similar drugs has him scared.
Price: $26.900
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 BUY Parkland Fuel Corp
PKI-T
Norman Levine Likes because the rural gas stations are much less competitive than the urban ones. Starting to convert their stations putting convenience stores in. 8/9% distribution.
Price: $21.490
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Yes
2004-11-23 BUY Potash Corp of Saskatchewan
POT-T
Norman Levine A cyclical stock, so not a long term hold. Believes we are in a super cycle of commodities that will last longer than a nornal cycle. They are a big beneficiary of high natural gas prices.
Price: $89.190
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: No
2004-11-23 DON'T BUY Sobeys
SBY-T
Neil Wickham Food market in eastern Canada is extremely competitive. For them to grow, they have to do it on a long term basis and doesn't think it will give much return.
Price: $35.800
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 PAST TOP PICK Shoppers Drug Mart Corp
SC-T (Dead)
Neil Wickham (A Top Pick May 25/04. Up 16%.) Still loves it and keeps buying whenever it dips down a little bit.
Price: $37.100
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 DON'T BUY Stelco Inc
STE-T (Dead)
Neil Wickham The company is in CCCA (receivership). Usually, in this situation, common shareholders get nearly eliminated.
Price: $1.440
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 DON'T BUY Stelco Inc
STE-T (Dead)
Norman Levine A bankrupt steel company. Biggest customer just walked away. Would look elsewhere for steel.
Price: $1.440
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: No
2004-11-23 DON'T BUY Telus Corp
T-T
Neil Wickham Generally negative on telephone stocks because of concerns on the competitiveness of the business.
Price: $33.050
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 BUY Teck Resources Ltd. (B)
TCK.B-T
Norman Levine The best performing senior mining and metal stock in North America. In all the sweet spots in commodities, such as coal, gold, zink plus other metals.
Price: $34.850
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Yes
2004-11-23 BUY Toronto Dominion
TD-T
Neil Wickham 2 favourite banks are Bank of Nova Scotia and the Bank of Commerce with Toronto Dominion being a 3rd choice.
Price: $47.130
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-23 DON'T BUY Valeant Pharmaceuticals
VRX-T
Neil Wickham Had invested because it appeared to be a good cash flow generator, but accounting numbers were suspect, so sold. Not everything is corrected yet.
Price: $17.760
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2004-11-23 BUY George Weston Ltd.
WN-T
Norman Levine Had good numbers. Feels the low carb is a fad. Would consider at this price.
Price: $104.100
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: No
2004-11-23 DON'T BUY Yellow Media Inc
Y-T
Norman Levine Ontario Teachers Union have sold 6 million shares which will put a damper on the share price. Very informed buyers and sellers, so would follow their lead. Not a growth stock.
Price: $13.090
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: No
2004-11-23 TOP PICK Zenon Environmental
ZEN-T
Neil Wickham Financially strong with a strong cash flow and strong growth. $7 million in the bank and $5 million debt.
Price: $21.350
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2004-11-22 DON'T BUY Alcoa
AA-N
David Baskin Has some labour problems. If the trend of a weakening US$ continues, it could be expensive. Prefers Alcoa.
Price: $33.650
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 DON'T BUY Agrium
AGU-T
David Baskin Always did well because it had cheaper natural gas than its peers. That may be coming to an end. Demand for fertilizer is pretty solid. Potash has done better.
Price: $21.800
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 BUY BlackBerry
BB-T
Jackee Pratt Has been treating as a trading stock. Sometimes the stock drops for no reason, so it creates a buying opportunity. Has been growing its earnings at 100% year over year.
Price: $102.250
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-11-22 DON'T BUY CAE Inc
CAE-T
David Baskin Have never recovered in the airline downturn. Not popular with the street.
Price: $4.550
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 BUY Cameco Corporation
CCO-T
David Baskin Going up because of uranium. The only way to play uranium. Stock will probably split at some point.
Price: $114.380
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 TOP PICK Compton Petroleum
CMT-T (Dead)
David Baskin The last mid-size oil company left standing. Will probably be acquired or changed into an income trust. Even if it doesn't happen, pretty reasonably priced on fundamentals. Looking for over $2.50 in cash flow.
Price: $10.750
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 WEAK BUY Canadian Natural Rsrcs
CNQ-T
Jackee Pratt Likes to value at about 4/5 X cash flow. Well managed. The CAPX for their Horizon project has increased substantially.
Price: $49.000
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2004-11-22 DON'T BUY Canadian National R.R.
CNR-T
David Baskin Q: Move over to CNR? A: Became disillusioned with CP management. This company has done terrific job. Stock looks a little pricey now. Would buy if it came off 20%.
Price: $66.490
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 DON'T BUY Canadian Pacific Rail
CP-T
David Baskin Q: Move over to CNR? A: Became disillusioned with CP management.
Price: $36.850
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 BUY Dofasco
DFS-T
Jackee Pratt Auto sector accounts for a large portion of their revenue. One of the better managed steel companies in Canada. 3% yield.
Price: $41.300
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-11-22 TOP PICK Dorel Industries (A)
DII.A-T
David Baskin Had a disaster going into the fall with a profit warning. It's suddenly clicking on all cylinders. Bicycles are selling well. Trading at around 10/11 X earnings.
Price: $40.360
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 PAST TOP PICK Encana Corp
ECA-T
David Baskin (A Top Pick Sep 9/04. Up 17.5%.) Believes in the natural gas story. Even though there is a big inventory, believes gas is still a good commodity to own.
Price: $65.000
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 VAGUE iShares Japan ETF
EWJ-N
David Baskin Q: Borrowed on margin US$'s and bought Japan iShares. Q: A neat strategy. What you haven't made on iShares will be picked up on the $. Japan's economy is better than it has been in a decade. Has limited knowledge on Japanese market.
Price: $10.280
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 DON'T BUY Forzani Group
FGL-T (Dead)
David Baskin Had a real good strategy for a while, but failed to execute. Getting tremendous competition on the low end of the market from the Wal Marts of the world which is eating up their margins.
Price: $10.900
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 BUY Great West Lifeco
GWO-T
Jackee Pratt Prefers over Sun Life. Greater growth potential.
Price: $26.250
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-11-22 VAGUE Home Capital Group
HCG-T
David Baskin Love the stock, but the big question is "Does the stock have more to run?". P/E and Price to Book are way out of line with the rest of the financial group, but their return on equity is unbelievable. Spectacular growth rate. No loan losses.
Price: $26.500
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 WEAK BUY Kinross Gold
K-T
David Baskin Has done well with the price of gold. However, comp;ared to Cdn$'s gold is not much different than it has been for the last few years. Always compare gold to US$'s because it's not that gold has gone up, but US$'s gone down. Prefers Barrick.
Price: $9.800
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 TOP PICK Keyera Corp
KEY-T
David Baskin Did a fairly significant stock offering last week. A very stable business. No commodity risk. Very attractive yield and very liquid.
Price: $14.000
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 TOP PICK Loblaw Companies Ltd
L-T
Jackee Pratt Well managed. Great track record of 15 to 20% earnings growth. Pays a dividend of 20/25% of earnings.
Price: $69.920
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-11-22 BUY Manitoba Telecom Services
MBT-T
Jackee Pratt 5.6% yield. Should give you a 22/23% total return.
Price: $46.490
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-11-22 WEAK BUY Newmont Mining
NMC-T (Dead)
David Baskin If you are going to play this sector, this would be on his list, but not one he follows closely.
Price: $58.530
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 DON'T BUY Nortel
NT-T (Dead)
David Baskin Could be de-listed from NYSE. This would have people drop the stock like a hot potato. Will have to file their financial papers.
Price: $3.870
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 BUY Petro-Canada
PCA-T
Jackee Pratt Terra Nova oil spill was not a huge amount, so stock didn't take a big drop. Well managed.
Price: $65.620
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2004-11-22 HOLD Patheon
PTI-T (Dead)
David Baskin Seems like they have one bad situation after another. Now have an issue with the OSC. Still believes the story. Very good management. Very cheap.
Price: $7.650
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 PAST TOP PICK Royal Bank
RY-T
David Baskin (A Top Pick Sep 9/04. Up 6%.) Thinks the situation in the US is gradually turning around. Doesn't expect a spectacular quarter this time, but things are improving.
Price: $63.000
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2004-11-22 WEAK BUY Sun Life Financial Inc
SLF-T
Jackee Pratt Has a lower return on equity than Great West or Manulife so prefers these.
Price: $39.000
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: No
2004-11-22 WEAK BUY Telus Corp
T-T
David Baskin Will be a very difficult sector over the foreseeable future. Voice over internet and a real dog fight in wireless. CRTC is now licensing the broadcaster to go into telephony. Would consider taking some profits.
Price: $33.060
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2004-11-22 SELL Taser International Inc
TASR-Q
David Baskin Has had a meteoric ride. Very expensive based on sales and earnings. Expects lawsuits re people dying after being hit by a stun gun. Easy money has been made.
Price: $49.790
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
Showing 110,581 to 110,640 of 142,589 entries