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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
2007-03-01 DON'T BUY Petro-Canada
PCA-T
Alex Ruus There is government legislation that precludes any takeover. Other stocks are buoyed up by takeover rumours. This does not happen here. Once there is a more solid up market in energy, this will be a “go to” stock.
Price: $42.550
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2007-03-01 BUY Paramount Resources
POU-T
Alex Ruus Excellent assets. Tend to under perform operationally. A bit more volatile than others. Good price.
Price: $18.380
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2007-03-01 COMMENT Penn West Petroleum
PWT-T
Alex Ruus One of the better oil/gas income trusts out there. Excellent assets. At this time, he prefers small exploration companies, where the organic growth is going to overcome any short-term volatility.
Price: $34.110
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2007-03-01 HOLD Restaurent Brands International
QSR-T
Alex Ruus A fantastic company. A little bit pricey at these levels.
Price: $35.550
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2007-03-01 BUY Royal Bank of Scotland PLC
RBS-N
Charles Lannon Yield is around 4%. Fantastic operators in terms of their cost structure. Good ability to make accretive acquisitions.
Price: $0.001
Subject: GLOBAL
Bias: BEAR on ENERGY
Owned: No
2007-03-01 COMMENT Royal Bank
RY-T
Alex Ruus Banks are good solid businesses that make money over time and have a record of increasing dividends. Prefers Bank of America (BAC-N), which is a lot cheaper and higher dividend and with greater opportunity. He holds no Canadian banks.
Price: $53.880
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2007-03-01 DON'T BUY Suncor Energy Inc
SU-T
Charles Lannon Probably the premier oil sands play. Has a huge US institutional following. The best time to buy these stocks is when we are deep into a recession, so would be reluctant to go into it at this time.
Price: $82.310
Subject: GLOBAL
Bias: BEAR on ENERGY
Owned: Unknown
2007-03-01 HOLD Suez
SZE-N
Charles Lannon French water utilities. Price has come off on talk of a pending merger where it is the acquirer. Could be potential price weakness ahead because the stock has got ahead of itself.
Price: $47.720
Subject: GLOBAL
Bias: BEAR on ENERGY
Owned: Unknown
2007-03-01 BUY Technip
TEC-Paris
Charles Lannon French engineering firm. Recent numbers were very strong. Doing a special dividend. Very well poised to benefit from the huge capital expenditures of the oil/gas industry.
Price: $65.850
Subject: GLOBAL
Bias: BEAR on ENERGY
Owned: Unknown
2007-03-01 BUY Telefonica S.A.
TEF-N
Charles Lannon Spanish telephone/wireless company. Good Latin America and South America exposure. The premier global telco.
Price: $63.410
Subject: GLOBAL
Bias: BEAR on ENERGY
Owned: Yes
2007-03-01 BUY on WEAKNESS Talisman Energy
TLM-T (Dead)
Alex Ruus With this one, you have the prospect of a large international buying them out. It could come off another $1 or two. If you have long term-time frame, he would buy.
Price: $19.790
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2007-03-01 DON'T BUY Talisman Energy
TLM-T (Dead)
Charles Lannon Today's numbers where a bit disappointing in terms of cash flow generated. At this point in the cycle, he would not put new money into the energy space.
Price: $19.790
Subject: GLOBAL
Bias: BEAR on ENERGY
Owned: No
2007-03-01 SELL TorstarCorp (B)
TS.B-T
Alex Ruus Newspaper industry has been, and continues to be a value trap for the last 5 years. Business is slowly eroding. Multi-voting shares and would be difficult to sell it.
Price: $18.670
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2007-03-01 BUY WebTech Wireless Inc.
WEW-T (Dead)
Alex Ruus An excellent company that he feels is going higher.
Price: $6.250
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2007-03-01 TOP PICK Westjet Airlines
WJA-T
Alex Ruus (A Top Pick Jan 4/07. Down 3.1%.) At these levels, it's a table-pounding Buy at 11 X 08 earnings per share. Would argue that it is the best airline in North America.
Price: $14.500
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2007-03-01 TOP PICK ZCL Composites Inc.
ZCL-T
Alex Ruus (A Top Pick Jan 4/07. Up 42.5%.) The recent run has been due to their acquisition of a large US tank manufacturer. They have a lot of margin improvement opportunities.
Price: $13.940
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2007-02-28 TOP PICK A Comment -- General Comments From an Expert
A Commentary
Mark Grammer Ibiden - A ceramic packaging company. A really exciting part of their business is the diesel particulate filter business. (Ed. - Could not find it listed on exchanges.)
Price: $0.020
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Yes
2007-02-28 DON'T BUY Australia & New Zealand Bank G
ANZ-N (Dead)
Mark Grammer Has tended to avoid the Australian banks in general. Not much different from Canadian banks. A better way to play Asia is the DBS Bank in Singapore.
Price: $116.060
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 BUY CAE Inc
CAE-T
Robert McWhirter Feels the aerospace development will continue for the next 2 years at least. Earnings were up 44%. Expect them to continue winning contracts. Looking for huge expansion in India and China.
Price: $12.170
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 TOP PICK CASH
CASH
Robert McWhirter (A Top Pick Oct 25/06.) Still not convinced that it is time to put all your money to work.
Price: $28.630
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 DON'T BUY Catamaran Corp
CCT-T (Dead)
Robert McWhirter Just announced a new $5 million contract. Ranks neutral in his model. Earnings were down 12%. High P/E of 29. Recently sold his holdings.
Price: $22.880
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2007-02-28 BUY China Mobile Hong Kong
CHL-N
Mark Grammer Has grown relatively quickly but its business model is very sustainable. Not an expensive stock relative to the market or to telephone or mobile stocks in general. Penetration rate is about 30% in China and could go to 80%.
Price: $46.470
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Yes
2007-02-28 COMMENT Certicom
CIC-T
Robert McWhirter Ranks 487. Analysts shaved estimates by 20% in the last 90 days. Expected to earn $.21 for April/08 year-end giving it a high 25 P/E. They license their technology for consumer electronic devices as well as good encryption technology. Speculative.
Price: $5.700
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 BUY D-Box Technologies
DBO-T
Robert McWhirter Product creates realism in games/movies through chair movements. Speculative.
Price: $0.790
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 BUY Diageo PLC
DEO-N
Mark Grammer Likes the booze business. Very good secular growth. Overall, the industry is growing well. Good exposure to the emerging markets.
Price: $79.430
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 WATCH Descartes
DSG-T
Robert McWhirter Just above half in his database. Most recent 4 quarters of earnings was 4%. OK, but nothing to write home about. Coming quarter is expected to rise to 6%. P/E of 16 X’s. Earnings forecast of $.26. Announced new contracts in China. Watching closely, especially software for US/Canada Customs.
Price: $4.880
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2007-02-28 TOP PICK Ericsson LM Telephone
ERIC-Q
Mark Grammer (A Top Pick (A year ago?) Up 1.1%.) Margins are double their next largest competitor, Nokia (NOK-N). Changing their model to a more sustainable service model. Feels the growth rate will be at least double the industry.
Price: $35.760
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Yes
2007-02-28 COMMENT iShares Japan ETF
EWJ-N
Mark Grammer His fund has a significant overweight in Japan. This is a 5-year secular story. Japanese companies have done a very good job of improving their profitability.
Price: $14.760
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Unknown
2007-02-28 BUY CurrencyShares Euro Trust
FXE-N
Mark Grammer The European market is attractively valued at about 14 X earnings. Good growth prospects. Earnings growth rate is improving.
Price: $132.650
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 COMMENT BSM Technologies
GPS-T
Robert McWhirter Did a recent financing. Extreme high security such as armoured trucks. Monitors not only where it is, when doors open, which ones and for how long, etc. Good opportunities.
Price: $0.390
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2007-02-28 BUY Honda Motor Ltd.
HMC-N
Mark Grammer Both Honda (HMC-N) and Toyota (TM-N) are two of the best automotive stocks in the world. They are both pretty close to their all-time highs. You could make a case for either of these companies. He has no automotive companies.
Price: $37.150
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 DON'T BUY HSBC Holdings P L C
HSBC-N
Mark Grammer Has always been considered a very strong, solid bank, but the risk profile started looking a little higher, so he sold his position for Royal Bank of Scotland. You are paying a big premium over other global banks.
Price: $87.600
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 WATCH Imaging Dynamics Company
IDL-T (Dead)
Robert McWhirter Technology that replaces x-ray film with a CCD so you can capture the image digitally which can be stored on a hard drive and distributed easily. Ranks poorly in his database. P/E is 26 X’s. A good company, but until there is some improvement in sales and earnings, it is not a Buy.
Price: $2.120
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2007-02-28 DON'T BUY AirIQ Inc
IQ-X
Robert McWhirter Prefers WebTech Wireless (WEW-X), which lets you to know where a truck or van is. AirIQ ranks in the bottom 20%. Expected to lose $.04 for calendar 06, $.02 for 07 and $.01 for 08. Subscriber base is 115,000, 5th largest in the world. Could be a takeout.
Price: $0.150
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2007-02-28 DON'T BUY KT Corp.
KT-N
Mark Grammer Tends not to play too much on the local market phone companies. Not seeing a tremendous growth rate in telephony in Korea. They are very much ahead of the curve in high-speed technology but would rather have a broader perspective.
Price: $22.510
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 DON'T BUY Kangaroo Media Inc.
KTV-X
Robert McWhirter Have a small device that allows a viewer to watch sports events while you are attending. Possibility of a deal with NASCAR. Still early stages. Very speculative.
Price: $2.910
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2007-02-28 DON'T BUY Kubota Corp.
KUB-N (Dead)
Mark Grammer This whole space has done pretty well, benefiting from the infrastructure growth in China. This would not be his first choice. Prefers a smaller company Takeuchi. (not listed)
Price: $49.740
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 DON'T BUY China Life Insurance
LFC-N
Mark Grammer Life companies in China are very expensive right now.
Price: $39.660
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Unknown
2007-02-28 PAST TOP PICK Mitsubishi Tokyo Financial Grp
MTU-N
Mark Grammer (A Top Pick (A year ago?) Down 24%.) Japanese banks had a tough year in general. Expectations where that interest rates would go up much faster than they did. Likes Japanese banks longer term.
Price: $12.220
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Yes
2007-02-28 BUY Nomura Hold\ings
NMR-N
Mark Grammer Brokers have a high correlation to the domestic stock market. If you're bullish on Japan, it's not a bad idea to have a brokerage firm. This one is also one of the leading investment banks in Japan.
Price: $21.600
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 TOP PICK Royal Bank of Scotland PLC
RBS-N
Mark Grammer Consistently grown their earnings between 10% and 15% over the last 5 or 6 years. Trades at 9 X earnings with 15% growth.
Price: $0.001
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Yes
2007-02-28 COMMENT Shift Networks of
SHF-X
Robert McWhirter Good technology. Just did a financing to roll out Ottawa and Toronto. Optimistic that the VoIP protocol solution for small businesses will work out. Fair amount of competition. Early stage and speculative.
Price: $0.140
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 WATCH Sirit inc.
SI-T
Robert McWhirter Electronic toll collection is the main source of their income. Recently signed a contract with a Japanese phone company. Made a good acquisition giving them a portfolio of patents. As the market moves towards the Radio Frequency ID space, they should do well. Have yet to turn the corner on earnings. Speculative.
Price: $0.325
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: No
2007-02-28 PAST TOP PICK China Petroleum & Chemical Corp.
SNP-N
Mark Grammer (A Top Pick (A year ago?) Up 21%.) Long term prospects are very good. Earnings are coming out in March and he feels they will be better than expected.
Price: $79.650
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: Yes
2007-02-28 BUY Telus Corp
T-T
Robert McWhirter Thinks there is still opportunity long-term overall for communications. Canada is still under-cell phoned. Expecting earnings growth and dividend growth.
Price: $56.350
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 BUY Toyota
TM-N
Mark Grammer Both Honda (HMC-N) and Toyota (TM-N) are two of the best automotive stocks in the world. They are both pretty close to their all-time highs. You could make a case for either of these companies. He has no automotive companies.
Price: $133.600
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 BUY on WEAKNESS Taiwan Semiconductor MFG.
TSM-N
Mark Grammer A pretty volatile stock, but the trend has been up. Very well run company. They are the leader on the technology curve. Pick your time for buying.
Price: $11.100
Subject: ASIAN, AUSTRALIAN & EUROPEAN
Bias: CAUTIOUS on CHINA/INDIA
Owned: No
2007-02-28 BUY Tundra Semiconductor
TUN-T
Robert McWhirter Ranks below half in the model at 416. Recently bought shares as the most recent reported earnings were up 11%. Based on forecasts, they are expected to be up 44%.
Price: $10.600
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 COMMENT Viavi Solutions
VIAV-Q
Robert McWhirter Ranks below half in his database. Just announced an acquisition. Pretty good technology. Looks like the optical drought on fibre-optic sales is behind us. Very highly priced with a 54 P/E.
Price: $16.210
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Unknown
2007-02-28 TOP PICK Allen-Vanguard Corp.
VRS-T
Robert McWhirter (A Top Pick Oct 25/06. Up 12.1%.) Electronic jammers to disarm roadside explosives. Got a good contract with Lockheed Martin.
Price: $5.210
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 TOP PICK WebTech Wireless Inc.
WEW-T (Dead)
Robert McWhirter (A Top Pick Oct 25/06. Up 154.2%.) Tracking devices for retail/commercial vehicles. Still has a lot of upside. Signed up with Volkswagen in Brazil. Also bidding with IBM for a FedEx deal and working on other deals just as large. Dirt cheap.
Price: $6.480
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 BUY Wi-Lan Inc.
WIN-T
Robert McWhirter Believes it still has pretty good upside. Have a patent portfolio that is estimated to be worth $40 to $50 million. Expect more deals to be signed before the end of March.
Price: $6.840
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-28 BUY Xenos Group Inc (The)
XNS-T
Robert McWhirter Have interesting software. Ranks in the top 12% of his model. Has cut expenses. Expected to earn $.06 for the Sept/07 year-end giving a high P/E of 30, but they have a fair amount of cash.
Price: $1.900
Subject: CANADIAN TECHNOLOGY
Bias: CAUTIOUS
Owned: Yes
2007-02-27 TOP PICK FujiFilm Holdings
4901 -JP
Norman Levine Japan is probably the most attractive international market around. This company has been going through a major turnaround.
Price: $42.570
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2007-02-27 COMMENT A Comment -- General Comments From an Expert
A Commentary
Brendan Caldwell Gold: - Feels there will be a lot more international buying in the next while and gold will exceed $700 this year and $1000 in the next few years.
Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2007-02-27 COMMENT A Comment -- General Comments From an Expert
A Commentary
Norman Levine Gold: - With my name costs going up, Gold stocks have generally lagged the commodity. For new money, he would prefer the ETF’s (GLD-N) instead of gold mines.
Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2007-02-27 TOP PICK American Financial Group Inc.
AFG-N
Norman Levine A specialty property/casualty insurance company. It goes after niche markets where it has underwriting skills and gets exceedingly high margins. Continue to show better-than-expected growth quarter after quarter.
Price: $34.770
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2007-02-27 TOP PICK Aimia
AIM-T
Brendan Caldwell With the business model of consumer loyalty programs, it will do nothing but grow over the next number of years.
Price: $20.050
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2007-02-27 PAST TOP PICK Atrium Innovations.
ATB-T (dEAD)
Norman Levine (A Top Pick Feb 28/06. Up 8.7%.) Just reported earnings and they were much better than expected.
Price: $16.560
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2007-02-27 BUY CBS Corp
CBS-N
Norman Levine Announced good results. The outlook for this company is quite good. The trend in earnings is better than expected. Today's weakness is a buying opportunity.
Price: $30.240
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
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