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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
2007-07-16 DON'T BUY Talisman Energy
TLM-T (Dead)
Peter Gibson Profitability is deteriorating at a very rapid rate.
Price: $20.820
Subject: CANADIAN LARGE
Bias: BULLISH
Owned: No
2007-07-16 COMMENT UTS Energy
UTS-T (Dead)
Jean-Francois Tardif Has had a big move and he would prefer Canadian Oil Sands (COS.UN-T). This would be all right in a basket of oil sand stocks that you plan to own for 10 years.
Price: $6.190
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2007-07-16 PAST TOP PICK WSP Global Inc.
WSP-T
Jean-Francois Tardif (A Top Pick Aug 8/06. Up 57%.) Benefiting from the infrastructure boom in Canada. Just announced 2 acquisitions. Expect them to grow 10% a year in terminally plus at least 10% from acquisitions. 10% yield.
Price: $19.250
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2007-07-16 PAST TOP PICK Western Oil Sands Inc.
WTO-T
Jean-Francois Tardif (A Top Pick Aug 8/06. Up 37.9%.) Sold his holdings because of rumours of a takeover when the stock jumped. Stock is the longer cheap.
Price: $36.150
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2007-07-13 BUY Agrium
AGU-T
Michael Sprung More nitrogen than potash. Their earnings are dong very well at around $2.60 this year. On a multiple basis they are a lot cheaper than Potash (POT-T).
Price: $47.920
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 DON'T BUY Arc Resources Ltd
ARX-T
Michael Sprung Prefers others. Production profile going forward looks relatively flat to down. Have not been replacing reserves as effectively as others.
Price: $22.250
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 COMMENT Aur Resources
AUR-T (Dead)
Michael Sprung Has been acquired by Teck Cominco (TCK.B-T).
Price: $42.210
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 DON'T BUY Bombardier Inc (B)
BBD.B-T
Michael Sprung You pay a huge multiple for this stock based upon future earnings and growth. Extremely expensive. Book value is closer to $1.60 and you are paying 5 X book value.
Price: $6.640
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 BUY Connors Bros. Income Fund
CBF.UN-T
Michael Sprung Had some difficulties, but has proven to be a well managed company. Attractively priced. Well financed, so distributions are not threatened. 11.9% yield.
Price: $11.300
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 HOLD CML Healthcare
CLC-T (Dead)
Michael Sprung Likes the lab business they are in. Gets hit from time to time when people are concerned about government cutbacks. Longer term, a good business to be in.
Price: $16.470
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Unknown
2007-07-13 DON'T BUY CML Healthcare
CLC-T (Dead)
Chris Rankin, MBA, CFA Very good quality asset. Trades at a pretty substantial premium to its overall assets. There are others at a lower price.
Price: $16.470
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 TOP PICK Canadian Imperial Bank of Commerce
CM-T
Michael Sprung Sees their earnings going from the $7.40 level to $8.40 this year and higher next year.
Price: $98.150
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 DON'T BUY Cognos
CSN-T
Michael Sprung Like a lot of companies in the technology field, they tend to sell at pretty high multiples. A well positioned player in the business intelligence field and data mining. Have some excellent products out there. Multiple is too rich for him.
Price: $42.530
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 DON'T BUY Contrans Group Inc
CSS-T (Dead)
Chris Rankin, MBA, CFA Trucking. Will be difficult making money owning this one right now. Freight traffic is going to decline. Multiple is pretty rich.
Price: $11.650
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 TOP PICK Data Group Ltd.
DGI-T (Unlisted
Chris Rankin, MBA, CFA A commercial printer that prints bank statements, concert tickets and annual reports. Doubled in size last year. Dirt-cheap. 10% yield.
Price: $11.770
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: Yes
2007-07-13 DON'T BUY DH Corporation
DH-T (Dead)
Chris Rankin, MBA, CFA Rock solid asset but a bit expensive at 9.5 X EBITDA.
Price: $19.410
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 DON'T BUY EnerCare Inc
ECI-T
Chris Rankin, MBA, CFA Doesn't think there is a chance this will ever be purchased by private equity because it is not an operating business, just a securitization vehicle.
Price: $17.150
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 SELL Fording Canadian Coal Trust (Inc Trust)
FDG.UN-T
Chris Rankin, MBA, CFA The metallurgical coal has been doing very well. You will do a lot better with almost any of the other coal producers.
Price: $36.390
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 BUY Goldcorp Inc
G-T
Michael Sprung A lot of activity going into gold as a hedge against the US$. Demand for gold has been fairly strong. Prefers over Kinross (K-T) because of better production outlook.
Price: $27.820
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 BUY Colabor Group Inc.
GCL-T
Chris Rankin, MBA, CFA Food distribution in Quebec province. Have reasonable business prospects. Won't be a high grower.
Price: $10.360
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: Unknown
2007-07-13 TOP PICK HNZ Group
HNZ-T
Chris Rankin, MBA, CFA Services the mining industry. There is a lot of demand so the activity is very good. 10% yield. Could be worth 30%-40% more if somebody else where to buy it.
Price: $10.320
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: Yes
2007-07-13 HOLD Iamgold Corp
IMG-T
Michael Sprung Hasn't looked at the production or earnings numbers to be able to give a definitive answer but doesn't feel this is a bad price.
Price: $8.810
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 COMMENT InnVest Reit
INN.UN-T (Dead)
Chris Rankin, MBA, CFA One of the cheaper, larger hotel REITs. With the acquisition of Legacy (LGY.UN-T) they will own 11 hotels and will have about 26% of the acquisition. Expect all the hotel REITs will be taken out over the next couple of years.
Price: $12.500
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 COMMENT Kinross Gold
K-T
Michael Sprung A lot of activity going into gold as a hedge against the US$. Demand for gold has been fairly strong. Likes this, but feels that Goldcorp (G-T) represents a slightly better value. Can see it going from 1.5million oz. to 2.2 over the next couple of years.
Price: $14.140
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 TOP PICK Keystone North America Inc.
KNA-T (Dead)
Chris Rankin, MBA, CFA Funeral home operator. This is an industry that consolidates from time to time. Substantial US exposure, so there is currency risk.
Price: $9.190
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: Yes
2007-07-13 HOLD Legacy Hotels
LGY.UN-T
Chris Rankin, MBA, CFA Being acquired by Caisse de depot.
Price: $12.450
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 DON'T BUY Major Drilling Group International Inc
MDI-T
Michael Sprung Doesn’t own very much in oil services right now. Prefers his exposure in the energy companies themselves. Not cheap.
Price: $48.780
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 COMMENT Manulife Financial
MFC-T
Michael Sprung Management has done a tremendous job. Insurance companies in general are a little better priced than some of the banks. Good long-term Hold. Has been buying Sunlife (SLF-T) instead because the discount makes a slightly more attractive.
Price: $40.260
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 DON'T BUY Mullen Group Ltd
MTL-T
Chris Rankin, MBA, CFA 60% of their business is oilfield services and 40% is in trucking. Oilfield services have softened because the government has made it harder for oil/gas complex capital so there is less activity. Oilfield services hasn't touched bottom yet and it is too early to get into it.
Price: $21.290
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 DON'T BUY Newport Inc
NP-T (DEAD)
Chris Rankin, MBA, CFA Might be OK for mad money. An amalgamation of privately held businesses created a little holding company. 15.75% yield. Has above average business risks from time to time. Have increased their distributions a couple of times.
Price: $6.360
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 COMMENT Onex Corp
ONEX-T
Michael Sprung Riding the crest right now of being a quasi equity firm within the Canadian context. Made some very positive news over the last couple of years. Would prefer around $35.
Price: $37.700
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 HOLD Petro-Canada
PCA-T
Michael Sprung Believes that over the next number of years, it has a number of things that are really going for it. Very significantly growing production profile. Currently benefiting very strongly from high refining margins.
Price: $60.400
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 COMMENT Potash Corp of Saskatchewan
POT-T
Michael Sprung Earnings prospects are going up from $1.70 last year to $2.90/$3.00 this year and maybe even in the mid-$3’s next year. Everything is going very well for a lot of the fertilizer companies. BV is around $13. Just got a big contract. On a multiple basis Agrium (AGU-T) is a lot cheaper, so he prefers Agrium.
Price: $87.620
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Unknown
2007-07-13 COMMENT Paramount Resources
POU-T
Michael Sprung Sold a lot of assets and I are sitting on a large amount of cash. Expect there will be an accelerated amount of M&A activity in the oil patch. The stock is nearing a bottom here.
Price: $20.470
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Unknown
2007-07-13 DON'T BUY Prime West Energy Trust
PWI.UN-T
Michael Sprung Merged with Shiningbank Energy (SHN.UN-T). Not particularly a great deal and doesn't represent a significant improvement to Primewest at this point. 13% yield.
Price: $23.100
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 DON'T BUY Shoppers Drug Mart Corp
SC-T (Dead)
Michael Sprung Finding P/E multiples are pretty high for retailers at this time. This one is 22 on next year's forecast earnings. That implies they have a lot of growth going forward. The questions the potential going forward.
Price: $50.080
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 PAST TOP PICK Stantec Inc
STN-T
Michael Sprung (A Top Pick July 17/06. Up 75%.) Sold his holdings between $28 and $30.
Price: $35.270
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: No
2007-07-13 PAST TOP PICK Teck Resources Ltd. (B)
TECK.B-T
Michael Sprung (A Top Pick July 17/06. Up 50.8%.) Paid a very rich price for Aur Resources (AUR-T) and that concerns him a little bit. Considering taking some profits off the table.
Price: $52.090
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 TOP PICK Talisman Energy
TLM-T (Dead)
Michael Sprung (A Top Pick July 17/06. Up 13.2%.) One of the best managed Energy companies. Great international exposure. Well balanced between natural gas and oil. Significant amount of cash reserves. Can see production going from 258 thousand barrels to 280 in the next couple years.
Price: $21.380
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 TOP PICK Thomson Reuters Corp
TRI-T
Michael Sprung Very optimistic on their Reuters acquisition. At this price, a good long-term Buy. The cash flow generating capability is going to be tremendous going forward.
Price: $46.190
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-13 WEAK BUY TerraVest Capital Inc
TVK-T
Chris Rankin, MBA, CFA Half of their business is in oilfield services, which has not quite bottomed yet. The other half is in several derivative forms attached to the housing market. Really cheap at 5 X pro forma EBITDA. OK with a basket of risks.
Price: $5.720
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: Unknown
2007-07-13 BUY Waste Connections
WCN-T
Chris Rankin, MBA, CFA Long-term outlook is very good. Great organic growth. A large portion of their business is in the US, so there is currency risk.
Price: $28.720
Subject: INCOME TRUSTS
Bias: BULL on COMMODITIES
Owned: No
2007-07-13 BUY George Weston Ltd.
WN-T
Michael Sprung Potential and franchise value of Loblaws (L-T) is being underestimated, particularly given the large asset value that lies within the company. You also have a play on the US bakery side as well.
Price: $80.050
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: DEFENSIVE
Owned: Yes
2007-07-12 PAST TOP PICK A Comment -- General Comments From an Expert
A Commentary
Don Reed All 3 Top Picks of Dec 6/05 were not available on North American exchanges, so were not recorded.
Price: $0.020
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Unknown
2007-07-12 DON'T BUY AuRico Gold Inc
AUQ-T (Merged)
Robert Floyd Production level and cash flows were below targets in the last quarter. Having some teething problems with some of their new operations. Wait to see if they can sort out some of their operations when they bring production on stream.
Price: $12.890
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: No
2007-07-12 TOP PICK BAE Systems
BA-LSE
Don Reed London exchange. Probably one of the most complete defence contractors in the world. Currently working on a Saudi contract upgrading their Air Force. Well-run.
Price: $0.001
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Yes
2007-07-12 WEAK BUY Bank of Nova Scotia
BNS-T
Robert Floyd Has always shown great expertise in developing their international asset base, specifically South America, Mexico. A little hesitant about banks in this stage of the cycle with only a 10% return.
Price: $51.840
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: No
2007-07-12 HOLD Breakwater Resources
BWR-T (Dead)
Robert Floyd Zinc. Base metals are doing very well. What is driving a lot of these companies is the takeover activity. Not cheap.
Price: $3.460
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: No
2007-07-12 TOP PICK CAE Inc
CAE-T
Robert Floyd Simulators are in a very strong part of aerospace. Also have a training school. International in scope. New aircraft designs will require new simulators.
Price: $14.790
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: Yes
2007-07-12 BUY Catamaran Corp
CCT-T (Dead)
Robert Floyd Provides back-office for pharmacies. Located in Canada and US. Have been winning quite a few extensive contracts.
Price: $30.850
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: Yes
2007-07-12 BUY China Mobile Hong Kong
CHL-N
Don Reed Have 300 million subscribers. Subscription base is growing 5 to 6 million per month. Starting to look outside of China. Still lots of growth to go. Might be starting to get a little expensive.
Price: $57.780
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Yes
2007-07-12 TOP PICK Compass Group
CPG-LSE
Don Reed London exchange. World's largest foodservice company. Well-managed.
Price: $0.001
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Yes
2007-07-12 BUY Eldorado Gold
ELD-T
Robert Floyd A big court issue that should be resolved on the upside. Dramatically oversold.
Price: $5.330
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: Yes
2007-07-12 TOP PICK Flextronic International
FLEX-Q
Don Reed A Singapore company. They do design electronics as well as manufacturing. They are in a sweet spot as companies continue to outsource.
Price: $11.130
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Yes
2007-07-12 HOLD Finning Int
FTT-T
Robert Floyd Very well managed company. With the huge developments in western Canada in mining and oil/gas, it is doing well. Stock seems to move ahead of its valuation and then pulls back to a realistic point, which is what has been happening over the last couple of months.
Price: $29.490
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: No
2007-07-12 COMMENT GlaxoSmithKline PLC
GSK-N
Don Reed Have had some difficulties so there has been a sell off. Great depth in their management team. Reasonable pipeline.
Price: $52.640
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Unknown
2007-07-12 BUY HSBC Holdings P L C
HSBC-N
Don Reed Has languished quite a bit over the last little while. One of the finest banks in the world. Good integration. Growing in asset-management.
Price: $93.800
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Yes
2007-07-12 TOP PICK Kinross Gold
K-T
Robert Floyd Acquisition of Bema Gold increased their size of operation in terms of gold, copper and silver. Expanding cash flows.
Price: $14.060
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: Yes
2007-07-12 DON'T BUY Crystallex International
KRY-T (Dead)
Robert Floyd Has some foreign exposure issues. Much safer if you are investing in North America. Should have moved up with gold today, but actually dropped.
Price: $4.300
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: No
2007-07-12 BUY Orange SA
ORAN-N
Don Reed Telecom. They don't do much outside of France. Well-run. On a valuation basis, it is probably one of the cheaper European telecoms. Performance won't be dramatic, but he is very comfortable with the yields.
Price: $28.860
Subject: GLOBAL EQUITIES
Bias: BULL on ASIA
Owned: Yes
Showing 110,581 to 110,640 of 168,618 entries