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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-21 PAST TOP PICK Davis and Henderson
DH-T
Michael Smedley

(Top Pick Sep 4/13, Up 29.27%) He would still buy it.  They shed their old image of cheque printing.


Price: $33.250
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY on WEAKNESS DHX Media
DHX-T
Stephen Takacsy, B. Eng, MBA

Knows it well.  Well managed company and got in at a great time to start consolidating children’s content.  Family channel with recurring subscribers.  Did a phenomenal job of monetizing newer and older content.  It’s difficult to value.  They had a big run so be careful.  He has taken profits.  He may get back in on weakness.  It is not impossible that Netflix will acquire them.  At some point this company will be attractive. 


Price: $7.500
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: No
2014-08-21 WEAK BUY DHX Media
DHX-T
Michael Smedley

(Market Call Minute) Brilliantly run.


Price: $7.500
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 BUY Element Financial
EFN-T
Michael Smedley

Has been growing extremely well, static just recently.  They added on subsidiaries at a massive pace.  If there is a negative it is that the sector is getting a bit crowded. 


Price: $14.860
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 BUY Easyhome
EH-T
Michael Smedley

Has been down in large volume the last three days after going up a lot on light volume.  The company has transformed the rent to own of appliances.  They have a good source of financing.  Thinks one of the giants in the US will by this one in the end.  Thinks they are going into a new phase.


Price: $23.420
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 TOP PICK Guardian Capital Group
GCG.A-T
Stephen Takacsy, B. Eng, MBA

Has tremendous upside.  A lot of value.  One of the largest publicly traded money managers in Canada.  Huge holding of BMO shares worth $16 and company trades just about $17. 


Price: $18.260
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: No
2014-08-21 HOLD Knight Therapeutics
GUD-T
Michael Smedley

Believes it will be a winner. 


Price: $5.170
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 WATCH High Liner Foods
HLF-T
Stephen Takacsy, B. Eng, MBA

Was one of his largest positions, but he sold it before the split.  It was getting a bit expensive.  Their costs started to increase.  Canadian food services encountered some soft spots.  They didn’t meet their profitability targets for the next few quarters.  Probably good value around $20.  He may return to this stock.  They are paying down their debt and they will raise their dividend at least yearly.


Price: $21.180
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: No
2014-08-21 HOLD Imperial Metals Corp
III-T
Michael Smedley

(Market Call Minute) They are going to have to dig themselves out of the hole.


Price: $9.030
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 PAST TOP PICK Innergex Renewable Energy
INE-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 26/13, Up 31.00%) They have a lot of hydro projects under development.  Very stable but not exciting.  Buy on weakness.


Price: $10.700
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY Input Capital Corp
INP-X
Michael Smedley

It is a one of a kind.  Financing in the Canola sector for Western Canada.  You have to ride through meteorological events.  It is a new company and does not pay a dividend yet. 


Price: $2.730
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 BUY Inter Pipeline
IPL-T
Michael Smedley

(Market Call Minute) It is always a buy.


Price: $36.700
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY Manitoba Telecom Services
MBT-T
Stephen Takacsy, B. Eng, MBA

He owns it on the premise that BCE or others would take them over.  But it is hard to know now if the acquisition would be approved.  The CEO is retiring and he knows how to read it.  The dividend yield is safe.  From a value point of view he would own it.


Price: $30.740
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY Manulife Financial
MFC-T
Michael Smedley

It is a difficult choice between MFC-T and SLF-T.  MFC has been doing better later.  They are overseas in the far east, but it is hard to quantify profits from this.  Thinks MFC is slightly better than SLF.


Price: $22.310
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 COMMENT Mountain Province Diamonds Inc.
MPV-T
Michael Smedley

You don’t know when diamonds are really going to do well.  This stock has been doing better recently.  This one has the best undeveloped asset in Canada.  It is a very good prospective mine.


Price: $5.700
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 BUY Maxim Power
MXG-T
Stephen Takacsy, B. Eng, MBA

He bought it as a value play with sum of the parts worth more than it was trading at.  They are trying to sell some of the parts.  Thinks they will sell all the parts and distribute the cash.  $4-$5 breakup value.  It is taking longer than he thought to break it up.


Price: $3.200
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY National Bank of Canada
NA-T
Michael Smedley

A highly rated bank.  Street consensus is that it is overvalued.  He has three other banks. 


Price: $49.730
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2014-08-21 TOP PICK Neulion
NLN-T
Stephen Takacsy, B. Eng, MBA

NFL is a big customer.  Agreements with all the big sports events.  They have the market locked up.


Price: $1.060
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 TOP PICK Neulion
NLN-T
Michael Smedley

They are very impressive.  They are going onward and upward.  They did the world soccer.


Price: $1.060
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY on WEAKNESS Pembina Pipeline Corp
PPL-T
Stephen Takacsy, B. Eng, MBA

Pipe lines will never collapse.  They are expensive, though. He thinks we will stay with long term low interest rates so these guys will remain expensive.  Prefers TRP-T.


Price: $49.010
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Unknown
2014-08-21 COMMENT Redknee Solutions
RKN-T
Stephen Takacsy, B. Eng, MBA

He sold.  Good management, but a very volatile stock that can swing on a quarterly results. 


Price: $3.700
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Unknown
2014-08-21 DON'T BUY Russel Metals
RUS-T
Stephen Takacsy, B. Eng, MBA

Distributors of metal.  Narrow margin business.  Stock has done very well, but it looks terribly expensive.  Not sure what drives this stock.


Price: $37.590
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Unknown
2014-08-21 BUY BioSyent Inc
RX-X
Michael Smedley

Have the rights to very solid, very reliable products.  It is just now being discovered and is making new highs. 


Price: $8.800
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 TOP PICK Asian Television Network International
SAT-X
Stephen Takacsy, B. Eng, MBA

Down 24% in the last year.  It got way ahead of itself.  He has been accumulating shares and is the second biggest shareholder.  Now in the low $2s it is attractive.  4% dividend. 


Price: $2.630
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 DON'T BUY The Score Inc.
SCR-X
Stephen Takacsy, B. Eng, MBA

Not making money. Trying to sell ads.  Did a great job on score media. 


Price: $0.305
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Unknown
2014-08-21 DON'T BUY Student Transport of America Ltd.
STB-T
Stephen Takacsy, B. Eng, MBA

Got hammered when investment trusts got hammered.  Not sure how many costs you can squeeze out of the systems after they acquire them.  Well managed.


Price: $7.100
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: No
2014-08-21 BUY Stornoway Diamond
SWY-T
Michael Smedley

It is more expensive to mine this one.  You have to go underground.  It appears to be quite rich.


Price: $0.650
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 PAST TOP PICK Tesla Motors Inc
TSLA-Q
Michael Smedley

(Top Pick Sep 4/13, Up 49.07%) Sold it after making a bit of money. It was just after three cars blew up.  They are going to revolutionize the car industry.  He is not against buying speculatively.


Price: $254.340
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2014-08-21 BUY Tinkerine Studios Ltd.
TTD-X
Michael Smedley

They discovered dramatic interest in 3D printing in education.  These guys specialize in education.


Price: $0.335
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 DON'T BUY Uranium Participation Corp.
U-T
Michael Smedley

He is not pushing uranium.  There is nothing imminent he knows of that will fire up the sector.  He owns FCU-V, which he will patiently hold.


Price: $5.250
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2014-08-21 BUY UrtheCast Corp
UR-T
Michael Smedley

The period of patience cannot be defined.  They signed a contract for 5 years to provide services recently.  The stock is held back by the Ukrainian problems, with the market thinking they have to use Russia to get their camera into space.


Price: $1.280
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 PAST TOP PICK Vodafone Group PLC
VOD-Q
Michael Smedley

(Top Pick Sep 4/13, Up 0.35%) Chose it because of their massive selloff of Verizon. 


Price: $33.500
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2014-08-21 BUY on WEAKNESS ViXS Systems Inc
VXS-T
Stephen Takacsy, B. Eng, MBA

Under $1.50, there is very good upside.  They report fairly soon.  He is optimistic about their systems on a chip.  He would hold or buy on weakness, but it is a risky stock. 


Price: $1.550
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Yes
2014-08-21 HOLD Whitecap Resources
WCP-T
Michael Smedley

4% dividend, very well run.   


Price: $18.550
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 DON'T BUY Wi-Lan Inc.
WIN-T
Michael Smedley

(Market Call Minute) He doesn’t like the business.


Price: $4.210
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-21 DON'T BUY Westshore Terminals Inc.
WTE-T
Stephen Takacsy, B. Eng, MBA

It is very dependent on coal.  A lot of governments are trying to reduce consumption of it.  Not a lot of growth potential to it.  There are better company income plays.


Price: $35.850
Subject: CANADIAN MIDCAP (NON-RESOURCE)
Bias: SELECTIVE
Owned: Unknown
2014-08-21 HOLD Canadian Satellite Radio
XSR-T
Michael Smedley

(Market Call Minute) Great company and very tightly owned.


Price: $7.780
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2014-08-21 BUY BMO Covered Call Cdn Banks ETF
ZWB-T
Michael Smedley

This is good only because all the Canadian banks are good, but otherwise he doesn’t believe in ETFs.  He has RY-T, BNS-T and TD-T.  Canadian banks are extremely good.


Price: $17.820
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2014-08-20 N/A A Comment -- General Comments From an Expert
A Commentary
Veronika Hirsch

Markets. Because this is such a slow recovery, she thinks it is going to be much longer than what we are used to, so she is not really concerned. Seasonality is not great as we have had lots of corrections in past Sept/Oct. Geopolitical events correct markets, but for really, really short durations. We are still more sensitive, since 2008, to financial events as opposed to geopolitical events. Central bank leaders have suggested that increases in interest-rats is going to be slow, so people are not really worried.


Price: $0.020
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: _N/A
2014-08-20 N/A A Comment -- General Comments From an Expert
A Commentary
Gordon Reid

Markets. We haven’t had a meaningful correction since the fall of 2012. What we have just gone through over the last few weeks is what we have seen numerous times, 3%-5% corrections and everybody expecting it to be the big one. There is so much liquidity on the sidelines that people are stepping in when they get any opportunity. It will end someday, but none of us really know when. Looking at investors sentiments, there is still fear in the environment. For example, bond buying still trumps equity buying, which is quite surprising to many people. Statistics show that there are more aggregate dollars purchasing bonds than equities, and he thinks that is a very good thing. He would look to industrials, technology and healthcare as being areas that have the wind at their back, in terms of natural or organic growth.


Price: $0.020
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: _N/A
2014-08-20 N/A A Comment -- General Comments From an Expert
A Commentary
Gordon Reid

Shorts. When you see a high short position on a security, 1) what is a High Short position and 2) how does that affect your view of the investment? A High Short position is generally an opportunity, because you have buying powers. If the company does well, then those shorts have to be covered, which is fuel for higher prices. You make your decision and then you live or die by it.


Price: $0.020
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: _N/A
2014-08-20 BUY Apple
AAPL-Q
Gordon Reid

He has been a long time holder of this stock. Even though it is at an all-time high, if you look at the fundamentals it is not expensive. They are spinning off a tremendous amount of cash. Post Steve Jobs they have done a 180 in terms of capital allocation. Very, very shareholder friendly by buying back shares at a rate of about 6% float per year. This is an all round good investment.


Price: $100.570
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 SELL AbbVie Inc.
ABBV-N
Gordon Reid

(Market Call Minute.) This is a spin off from Abbott Labs (ABT-N). What concerns him is that they own Humera, a great drug, but it is coming off patent in 2016 and represents about 65% of their business.


Price: $55.060
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 DON'T BUY Barrick Gold
ABX-T
Veronika Hirsch

Gold has come back from last year’s death. She still thinks it is probably bottoming here and you are not going to see a huge amount of movement. There has been so much geopolitical turmoil and yet gold hasn’t really responded much. This company is not her favourite. It is large and has been restructuring and will probably spend another year restructuring. If you need to own gold, she would go into something smaller.


Price: $20.540
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 PAST TOP PICK AutoCanada Inc.
ACQ-T
Veronika Hirsch

(A Top Pick Sept 27/13. Up 93.95%.) Recently had a dip, which is really unjustified. The bottom line missed by a few pennies, because they had made 8 acquisitions in the last quarter. Historically they make about 1 or 2 a year. Therefore SG&A (Selling, General & Administrative) costs were higher with 8 acquisitions. Legal and accounting costs will be higher. She would overweight the stock in a portfolio as she has huge expectations for it.


Price: $71.500
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 PAST TOP PICK Alaris Royalty
AD-T
Veronika Hirsch

(A Top Pick Sept 27/13. Down 5.52%.) Made an acquisition of a company that serviced and installed Sears products, which declared difficulty shortly after. Because of that, she sold her holdings.


Price: $32.780
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 TOP PICK Aegion Corp
AEGN-Q
Gordon Reid

They have a technology for coating/protecting pipes. Trading at about 15X earnings. Management is very excited about their book building. Have quite a backlog. He thinks earnings will accelerate in the future, which would drive the stock price higher.


Price: $24.320
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY Altagas Ltd
ALA-T
Veronika Hirsch

A stock issue was oversubscribed, which is why they stock price increased to the $51 level. Announced a deal with Painted Pony (PPY-T) that gives Altagas the right to market their gas from the Montney play. This whole sector has been really, really hot. You have high dividend yields and good growth. She is reluctant to recommend it as the valuations are high. 3.9% dividend yield. A good, long-term story.


Price: $52.000
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY Alere Inc
ALR-N
Gordon Reid

(Market Call Minute.) Just recently had slightly disappointing earnings, but they are concentrating more on the professional market. 


Price: $34.810
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 TOP PICK Alimentation Couche-Tard (B)
ATD.B-T
Veronika Hirsch

Rumoured to be interested in acquiring China’s Sinopec, but it would be a very odd thing for them to do. They are conservative acquisitors. They do have an acquisition strategy, which they have been employing, and which seems to be paying off. Last year they entered Europe, and from what she understands, are now going to consolidate in Northern Europe. They are not crazy about Southern Europe. This should allow for many more years of growth. Yield of 0.52%.


Price: $30.940
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT Avigilon Corp
AVO-T
Veronika Hirsch

Has dropped sharply since the release of results. The CEO’s focus is on growth at the expense of profit, ramping up huge expenses. To be fair, management has been going around for the last couple of quarters, saying “we are investing in a business and we want to capture growth while our offering is unique and while we don’t have competition”. Margins did come under pressure, probably a little more than even she would have expected. Also, the Cdn$ having increased in the last quarter, is probably more negative for them than any other companies that she covers. They hardly have any sales in Canada. Stock is inexpensive and they did have 66% revenue growth.


Price: $18.500
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-20 COMMENT Bank of America
BAC-N
Gordon Reid

There is really no catalyst. Loan growth is picking up a little bit, but margins and the net interest margin, because of the flat yield curve, just isn’t there. They keep getting fined and you wonder when it is going to end. He has been looking at this, but just hasn’t pulled the trigger. There will be a time in the cycle when banks will start to do well and there will be some good upside. His choice in banks, after doing his research, is more in Citigroup (C-N) because they are more behind the curve which gives him more opportunity.


Price: $15.520
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 BUY Badger Daylighting
BAD-T
Veronika Hirsch

Had disappointed in their last quarter, so there is a correction happening. Margins had suffered. Their growth has been phenomenal and they have had to hire more people, so training costs have gone up. The company has announced that they are going to go from 5 trucks to 4 trucks in manufacturing. A lot of people interpreted it as deceleration of growth. Her interpretation of cutting back on production would be that they want to catch up. Three years down the road they are going to be back to 5 or 7 trucks a week. Doesn’t feel the stock is going to go anywhere in the next quarter, because you have to see that the margins have been improving and you won’t see that until the next 2 quarters. During this time, you have ample time to Buy the stock.


Price: $29.040
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 PAST TOP PICK Boyd Group Income Fund
BYD.UN-T
Veronika Hirsch

(A Top Pick Sept 27/13. Up 66.24%.) Still loves this. One of the few high-growth companies that didn’t disappoint on the bottom line. Renegotiated the deal on paint supplying, so you can expect better margins for the next few quarters as the cheaper paint supply gets through to their bottom line.


Price: $46.620
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 TOP PICK CCL Industries (B)
CCL.B-T
Veronika Hirsch

Historically this company had been missing their quarters, but now are growing by acquisition. Concentrating on labels that are high quality ones where there’s not too much competition. This would be into wines, pharmaceuticals and much higher design and colours, etc. yield of 1.04%.


Price: $117.010
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 HOLD Canadian Imperial Bank of Commerce
CM-T
Veronika Hirsch

Banks have been really good. Valuations are fair. This is not her favourite bank, but switching to another bank is not worth it.


Price: $104.150
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: No
2014-08-20 SELL Cisco
CSCO-Q
Gordon Reid

(Market Call Minute.) A slow growth business and not doing well on their main business of routers and switches.


Price: $24.710
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: No
2014-08-20 TOP PICK Dana Holding
DAN-N
Gordon Reid

Auto parts. The auto industry is continuing to recover and thinks they will do well into the future. Have a broad cut-out of very good customers. Coming out with products that, from a technology standpoint, are better. They are lighter, which has implications from a fuel economy standpoint. Trading at a nice multiple and it has growth opportunity.


Price: $23.850
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 BUY DuPont
DD-N
Gordon Reid

(Market Call Minute.) Slightly disappointing numbers on the agriculture seed side of their business. They are really a new technology type of seed company.


Price: $66.220
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-08-20 COMMENT DHX Media
DHX-T
Veronika Hirsch

Growth has been phenomenal. It fits into the theme that she likes, i.e., growth by acquisition. Because we are in a slow growth environment, she loves companies that are making acquisitions. This has been a phenomenal example. She feels the company will sell themselves at the peak of the cycle.


Price: $7.440
Subject: CANADIAN & ALTERNATIVE
Bias: OPTIMISTIC
Owned: Yes
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