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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
2006-10-27 DON'T BUY Vermilion Energy Inc
VET-T
Robert Toole The most conservative trust out there. Low payout ratio. A low 5%-6% yield. Not a lot of upside.
Price: $37.300
Subject: ENERGY & INCOME TRUSTS
Bias: BULL on OIL
Owned: Unknown
2006-10-27 DON'T BUY Vault Energy Trust
VNG.UN-T
Kevin Hall BComm, CFA Has a couple of issues. Very highly levered relative to its peer group. High payout ratio.
Price: $7.560
Subject: INCOME TRUSTS
Bias: CAUTIOUS
Owned: No
2006-10-27 SELL Vault Energy Trust
VNG.UN-T
Robert Toole Trading at about an 18% yield. One of the smallest royalty trusts out there. Hasn't gotten enough critical mass and could be a consolidation candidate. Better places to be.
Price: $7.560
Subject: ENERGY & INCOME TRUSTS
Bias: BULL on OIL
Owned: No
2006-10-27 TOP PICK Veresen Inc
VSN-T
Kevin Hall BComm, CFA Has three main assets. The biggest is the Alliance Pipeline which transports natural gas from B.C. to Chicago. Very steady, stable high quality asset. Have some pretty good growth prospects going forward. Valuation is attractive.
Price: $11.900
Subject: INCOME TRUSTS
Bias: CAUTIOUS
Owned: Yes
2006-10-27 PAST TOP PICK Waste Connections
WCN-T
Kevin Hall BComm, CFA (A Top Pick May 5/06. Up 8.7%.) A quality name in the business trust area. Pretty fully valued at this point. Should continue to deliver pretty good growth.
Price: $30.000
Subject: INCOME TRUSTS
Bias: CAUTIOUS
Owned: Yes
2006-10-27 HOLD Westshore Terminals Inc.
WTE-T
Kevin Hall BComm, CFA A loading facility for coal. Have some exposure to the price of coal. Wouldn't add to it at this point.
Price: $10.940
Subject: INCOME TRUSTS
Bias: CAUTIOUS
Owned: Yes
2006-10-27 TOP PICK West Energy Ltd.
WTL-T (Dead)
Robert Toole Has property in the Pembina area. Have done a very good job of expanding the extent of the play. Recent discovery in the North end. Done a good job of managing the complexity of the sour oil. Undervalued.
Price: $5.880
Subject: ENERGY & INCOME TRUSTS
Bias: BULL on OIL
Owned: Yes
2006-10-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Jean-Francois Tardif Doesn't really believe we are in a bull market. With US elections coming up, some people are trying to make it appear as positive as possible. Last year, because of Katrina and Rita, a lot of people didn't travel as much and shopped less, so this year, the numbers, year-over-year, appear to be positive, but this is a onetime event. Expect that consumer spending will come down substantially in the next few months.
Price: $0.020
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Jean-Francois Tardif Currently he is extremely bullish on energy. On a longer-term trend, he is bullish on energy, commodities, gold. Energy is currently in a bull market, and will last for his lifetime because of Peak Oil. This also ties in with a huge demand from Asia. Every correction is an opportunity to buy.
Price: $0.020
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 TOP PICK Aastra Technologies
AAH-T (Dead)
Jean-Francois Tardif A communication company that sells phone systems to businesses. Very large in Europe. Management is very focused and generates cash and free cash out of businesses. Have almost $10 of cash per share. Very cheap. Buying back shares.
Price: $30.780
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 HOLD Atlas Energy Ltd
AED-T (Dead)
David Cockfield Has just been taken over. Waiting to see how it will work out.
Price: $3.790
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 PAST TOP PICK Altus Group
AIF-T
Jean-Francois Tardif (A Top Pick June 5/06. Down 5%.) Survey business in Alberta. At risk because of some soft quarters coming up. Likes the company, but doesn't see any growth so sold his holdings. 8.5% yield.
Price: $13.810
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 BUY Alcan Aluminum
AL-T (Dead)
David Cockfield Have gone through some reorganization. Good company. Slimmed down their operations. Anything under $50 is a Buy range.
Price: $48.500
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Unknown
2006-10-26 BUY Azarga Metals
AZR-X
Jean-Francois Tardif Have both gold and uranium projects and he hopes that they will eventually split it into 2 companies. Have roughly 48 million lbs. of uranium. Should have a lot of upside.
Price: $2.750
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 COMMENT Caterpillar
CAT-N
Jean-Francois Tardif Lowered their guidance, so the stock dropped 15%. US housing is slowing which impacts them, but they have a lot of positive global projects. He prefers Canadian stocks in this sector because of the strong bullish aspects. They are also cheaper and growing faster.
Price: $62.350
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 DON'T BUY Cameco Corporation
CCO-T
Jean-Francois Tardif The flooded mine is a disaster for them. Company feels it might be able to get back in production after a two-year delay. A very complicated mine to develop.
Price: $39.600
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 BUY Compton Petroleum
CMT-T (Dead)
David Cockfield Trading at net asset value. Looks good. Had their problems but looks very cheap at the moment.
Price: $12.200
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Unknown
2006-10-26 BUY Canadian Natural Rsrcs
CNQ-T
David Cockfield Has been volatile because they Canadian oil/gas market has been popular with the hedge funds creating a lot of speculation. Bullish on all the large companies.
Price: $60.100
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Unknown
2006-10-26 BUY Calvalley Petroleum Inc (A)
CVI.A-T (Dead)
David Cockfield A more speculative stock. Located in Yemen. Old territory for oil/gas companies. Have a really good block of land and have only just begun to scratch the surface. In the process of building a pipeline. Has a long way to go.
Price: $8.190
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 BUY Duvernay Oil Corp
DDV-T
David Cockfield An intermediate gassy play. Good company. Has run into the cost problems that other juniors have. Good drilling prospects. Strong management.
Price: $34.000
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 TOP PICK Encana Corp
ECA-T
David Cockfield Gassy. Have cut back their programs and he feels they are quite sensible. Probably has some real upside here.
Price: $53.860
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 BUY Energy Metals Corp
EMC-T
Jean-Francois Tardif Non-producer but working on particular projects to get to production as fast as possible. Own a lot of land and a lot of different potential projects in the US. The US has a huge shortage of uranium.
Price: $7.390
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 BUY Equinox MineralsLtd.
EQN-T (Dead)
Jean-Francois Tardif A very large copper project in Zambia. Has a lot of upside using current copper prices.
Price: $1.930
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 BUY Ensign Resource Service Group
ESI-T
David Cockfield Took profits when it got to $25. One of the better companies in Canada. Good array of rigs, both deep and shallow. Shallow gas drilling has been curtailed which has hurt. A buy at $17-$19. You will have to trade the service stocks.
Price: $19.160
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 BUY on WEAKNESS Eurozinc Mining Corp
EZM-T
Jean-Francois Tardif Just merged with Lundin Mining. Probably trading around 5 X earnings right now. Will probably grow by acquisitions. Because of its huge rally, would wait for correction.
Price: $3.900
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 WEAK BUY Falcon Oil & Gas
FO-X
Jean-Francois Tardif A risky situation, but they have a very large potential gas deposit in Europe. The question is, can they take the gas out economically. Until there is more information, the stock will remain very volatile.
Price: $2.920
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 BUY Freehold Royalties
FRU-T
David Cockfield Started buying under $20. It's a royalty trust, i.e., it collects royalties rather than drilling. Yield is over 10%. Good company.
Price: $19.560
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 DON'T BUY Alphabet Inc (C)
GOOG-Q
Jean-Francois Tardif Highly volatile and highly risky. Would not sleep well owning this stock. A trading around 35-40 X next year's earnings.
Price: $485.100
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 HOLD Hudbay Minerals Inc.
HBM-T
Jean-Francois Tardif Has had a great run lately because of the price of zinc. Trades around 3 X earnings using current price of zinc, so the stock is very cheap. Trades with the price of zinc. Doesn't like to buy stocks when it had a run like this.
Price: $18.980
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 HOLD Harvest Energy Trust
HTE.UN-T
David Cockfield Had been concerned about it. More recently have got their balance sheets in better shape. Reasonably hopeful they can keep their distributions up. 14% yield.
Price: $32.580
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 BUY International Uranium Corp
IUC-T
Jean-Francois Tardif They are producing uranium and are going to ramp up different projects. Will produce roughly 4-5 million pounds in 2010. Because uranium is going up, the stock should do well.
Price: $7.140
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 WEAK BUY Mullen Group Ltd
MTL-T
David Cockfield A conglomerate of various trucking companies. Yield is quite low and very hard to analyze. If there is a slowdown in drilling, their earnings will be hit. On a long-term basis, it's probably not a bad acquisition.
Price: $23.500
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: No
2006-10-26 BUY Mundoro Capital
MUN-X
Jean-Francois Tardif If you count all the reserves that they have on their properties, it would be trading at around $4 an ounce in the ground. Have had permitting problems. New CEO has had experience dealing with the Chinese government. Significant upside if they get the permits, but worth zero if they don't.
Price: $1.830
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 DON'T BUY Norbord Inc.
OSB-N
Jean-Francois Tardif Very dependent on you as housing. Expect the US housing will continue to be weak.
Price: $8.500
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 PAST TOP PICK Petro-Canada
PCA-T
David Cockfield (A Top Pick Sept 1/05. Down 1.2%.) They may have sorted themselves out finally. Some of their basic assets are starting to kick in. Seemed to have got their costs under control. One of the better integrateds with a better multiple. Still buying.
Price: $48.800
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 COMMENT Paladin Resources
PDN-T
Jean-Francois Tardif Just finishing off the construction of its first mine. Will probably believe produce between 10 and 15 million lbs. in a matter of 6-7 years. Finds it a bit too expensive and prefers others. Very good company. High quality management.
Price: $4.960
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 BUY Peyto Exploration & Develop.
PEY-T
David Cockfield Pretty volatile. Have always kept their payout ratio pretty low and rolled the money back into exploration. Relatively low yield, but more potential growth.
Price: $23.040
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: No
2006-10-26 DON'T BUY Primary Metals Inc
PMI-X-DEAD
Jean-Francois Tardif A tungsten producer. China produces 80% of the world's tungsten. If their production and exports go up, then the price of tungsten drops. Relatively cheap. Illiquid, so prefers other base metal stocks.
Price: $2.900
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 DON'T BUY Paramount Resources
POU-T
David Cockfield Always have problems with this one. A somewhat chequered past.
Price: $28.710
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: No
2006-10-26 PAST TOP PICK Penn West Petroleum
PWT-T
David Cockfield (A Top Pick Sept 1/05. Up 24.3%.) A favourite. Now into a Hold range. Under $40, it's a Buy. Has 5 million acres of undrilled land. 9.4% yield.
Price: $43.350
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 BUY Rally Energy Corp
RAL-T
Jean-Francois Tardif Production is growing very fast. Management has done extremely well and believe they are looking at other targets. Not too expensive looking out a couple of years.
Price: $3.470
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 TOP PICK Shawcor Ltd. (A)
SCL-T
David Cockfield This company wraps pipe. Multiple is low at 10 X. Have contracts globally. Deserves a 15 X multiple.
Price: $21.760
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 DON'T BUY Semafo Inc
SMF-T
Jean-Francois Tardif Just did a financing last week which disappointed a lot of people. The issue was $1.80 and the stock is now below that. Third financing in about six months. Have 2 operating mines with a third one going into production and relieve ramping up in 2008. Expect the stock will do well in 2008 but not before.
Price: $1.630
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 PAST TOP PICK Strongco Corp
SQP-T
Jean-Francois Tardif (A Top Pick June 5/06. Down 6.6%.) There was a lot of selling of small trusts, because of fear of recession. Feels this will go back to $25 next year.
Price: $17.450
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 DON'T BUY Stantec Inc
STN-T
Jean-Francois Tardif An engineering company. Has done tremendously well through the years. One part of the business deals with new housing preparation work in the US. High-quality, but no longer cheap.
Price: $23.160
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: No
2006-10-26 PAST TOP PICK Trinidad Energy Services
TDG.UN-T
David Cockfield (A Top Pick Sept 1/05. Up 4.5%.) Good drilling company. Good choice of rigs.
Price: $14.940
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 HOLD Teck Resources Ltd. (B)
TECK.B-T
Jean-Francois Tardif Roughly 5 X earnings using current commodity prices. Very cheap. Depends on what you believe will be the price of commodities.
Price: $85.000
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 TOP PICK Talisman Energy
TLM-T (Dead)
David Cockfield Well-balanced. About 1/3 in the North Sea, North America’s about 40% and East Asia for the rest. Have 2 new big discoveries. A gas in North America and oil in the North Sea.
Price: $18.860
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: Yes
2006-10-26 DON'T BUY Turquoise Hill Resources
TRQ-T
David Cockfield High-risk, Mongolian venture. Rio Tinto (RTP-N) is also in there. A lot of political risks there.
Price: $12.550
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: No
2006-10-26 PAST TOP PICK Transat A.T. Inc (B)
TRZ.B-T (Unlist
Jean-Francois Tardif (A Top Pick June 5/06. Up 4.3%.) This company will do really well. Some analysts are predicting $3 of earnings next year. Have about $12 of cash per share. Very cheap.
Price: $25.750
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 BUY Uranium Participation Corp.
U-T
Jean-Francois Tardif A holder of raw uranium, so moves with the price of uranium. There is a lot more leverage on an exploration company that finds uranium and puts it into production. It is still a good way to play uranium.
Price: $11.330
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 BUY Ur-Energy Inc.
URE-T
Jean-Francois Tardif A uranium company that is near production in the US. Production will happen in the next 2-3 years. Should make a lot of money.
Price: $3.780
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 BUY UTS Energy
UTS-T (Dead)
Jean-Francois Tardif Oil sands project costs are rising almost by the month and are going through the roof. Since this company is not producing, that is a negative. If you truly believe that the price of oil will go up in years to come, this would be a good holding.
Price: $4.270
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 BUY on WEAKNESS UTS Energy
UTS-T (Dead)
David Cockfield At this price it's a reasonable situation. Sell and$6. A company of potential. There is years before cash flow begins probably. Good oil sands properties with good partners. Speculative.
Price: $4.270
Subject: CANADIAN LARGE (OIL/GAS)
Bias: OPTIMISTIC
Owned: No
2006-10-26 TOP PICK Wajax Corp
WJX-T
Jean-Francois Tardif Believes the earnings next year will be roughly $5.25 and the stock will go to a new high. With $.30 a month in distribution, you should get almost 50% return from now to the end of 2007.
Price: $35.470
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-26 COMMENT Wellco Energy Services
WLL.UN-T
Jean-Francois Tardif An energy services company. All of these stocks have had a major correction in the last few months because of high inventories in natural gas. For it to recover requires the storage levels to come back to normal.
Price: $9.480
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2006-10-26 TOP PICK Western Prospector Group
WNP-X
Jean-Francois Tardif Uranium company in Mongolia. Very risky as the government tends to make new tax laws. Rio Tinto (RTP-N) just bought 2 Mongolian projects from Ivanhoe Mines (IVN-T) indicating they're confident this will change. Very cheap.
Price: $3.650
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Yes
2006-10-25 DON'T BUY Absolute Software Corp.
ABT-T
Robert McWhirter Earnings expected to be reported in the next couple of days. Ranks 401 in the database. Cash flow positive. Not cheap.
Price: $6.000
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2006-10-25 DON'T BUY AGF Management (B)
AGF.B-T
Chris Smith Benefited tremendously from speculation on an income trust, conversion. Have a good franchise. Broadly diversified by the product lines. Doesn't think there's a lot more left in the stock.
Price: $23.180
Subject: CANADIAN
Bias: BULL on ENERGY
Owned: No
2006-10-25 DON'T BUY Alcan Aluminum
AL-T (Dead)
Chris Smith Has been a disappointment in the last few months. A great company to own longer-term. Very conservatively run. There is no scarcity of aluminum, and the price of power in Asia can be quite cheap. Doesn't see a lot of movement from here.
Price: $48.700
Subject: CANADIAN
Bias: BULL on ENERGY
Owned: Yes
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