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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-07-24 WEAK BUY Brookfield Infrastucture Partners
BIP.UN-T
David Burrows

You should see 8-10% total return.  It is not a cheap stock, but you could put it away in the portfolio.


Price: $44.700
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-07-24 WEAK BUY Baytex Energy Corp
BTE-T
David Burrows

A core holding for him.  The acquisition they made makes sense.  Thinks it is relatively early days. 


Price: $48.630
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 DON'T BUY CitiGroup
C-N
David Burrows

Large cap US banks have been disappointing.  He would prefer Canadian banks, asset management companies, and insurance companies.  Both of the later two should be focused in wealth management.  C-N is having a hard job getting revenue growth going.  There are better places too focus.


Price: $50.090
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 BUY Canadian Energy Services & Technology
CEU-T
David Burrows

There is a boom in the production of drilling.  Earnings growth is strong.  Good support at $30.  A lot of energy companies pulled back over the last few weeks and he is not that bothered by it.  You can buy it here as it has pulled back to natural support.


Price: $10.380
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-07-24 TOP PICK CVS Corp.
CVS-N
Gordon Reid

A drugstore and a pharmacy benefit manager combined. The drugstore story is great because of the aging population plus the greater number of insured in the US. A lot of the business that is happening is generic, and the margins are much, much higher. Dividend yield of 1.39%.


Price: $78.890
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2014-07-24 TOP PICK Concho Resources
CXO-N
David Burrows

For every dollar in the ground they find 2.3 dollars of oil.  20-30% production growth and 8% reduction in production cost per year.  They have a lot of opportunity going forward.


Price: $147.450
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-07-24 BUY Davis and Henderson
DH-T
David Burrows

US business is growing nicely and outweighs the mortgage business that has not performed as well so he would buy it.


Price: $31.290
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 TOP PICK Walt Disney
DIS-N
David Burrows

Media has been a real leader, but pulled back since March and is now moving forward again.  All businesses are firing on all cylinders.  Should grow 20% in each of the next three years.  A leading company in a leading sector.


Price: $86.800
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-07-24 HOLD Walt Disney
DIS-N
Gordon Reid

Has done extremely well, but he sold his holdings at around $75 on a valuation basis. It had topped up over 20X earnings, about 4 multiple points higher than its traditional multiple. A tremendous company, and over a very long period of time, it is going to have its ups and downs.


Price: $86.800
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 PAST TOP PICK Ford Motor
F-N
David Burrows

(Top Pick Jul. 11/13, Up 8.45%) He focused in the last while on parts.  It is a big deal that Ford turned around Europe.  This is a great business with 8-9% margins.   No problem owning the stock.  Consumers have more free cash flow than in over 10 years because interest rates have come down and inflation in food has come down.  Financing is readily available.


Price: $17.840
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-07-24 COMMENT Facebook
FB-Q
Gordon Reid

Just hit a record high. Wasn’t sure that it was going to be the company that would have the staying power to be the next Google (GOOGL-Q), etc. However, it has 1.3 billion users and 1.4 million advertisers. Mobility is just growing in leaps and bounds. Looks very interesting.


Price: $74.980
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 DON'T BUY FedEx
FDX-N
Gordon Reid

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. UPS is more of the ground transport play. This is an air play. This has been more proactive in terms of the management of their business and is trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.


Price: $152.500
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 SELL General Electric
GE-N
David Burrows

He has been disappointed in it.  It is a proxy on industrial America and performed quite badly.  He sold it earlier in the year.  He prefers chemicals.  He would move on to one such as Dow Chemical.


Price: $25.940
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-07-24 HOLD CGI Group (A)
GIB.A-T
David Burrows

Service companies have been consolidating over the last little while.  Would prefer to buy it as it traded through $40 heading higher.  He likes software.  They are cash flow generators and have strong dividend increases.  He would not chase it here.


Price: $38.080
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 COMMENT Gilead Sciences Inc.
GILD-Q
Gordon Reid

An interesting company. In the biotech area, this gets a lot of press. They have a Hep C drug that is a blockbuster, and is benefiting the company by leaps and bounds. A lot of people are crowding into this trade because of the quickly growing situation. Digging a little deeper, you find the price of their Hep C drug is exorbitant, $1000 a day. Abbvie (ABBV-N) are in the late stage development of a Hep C drug that seems to have the same efficacy, and will be a heck of a lot cheaper. You have to be aware of the risks.


Price: $90.540
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 SELL General Motors Corporation
GM-N
Gordon Reid

If he were to own a car company, he would probably gravitate towards Ford (F-N). The news on General Motors is in the paper every day. They have sort of set the stage for a perpetual high level of recalls because, from a reputation standpoint, the worst thing that could happen is to have another situation like they did with ignition switches.


Price: $35.740
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 PAST TOP PICK Home Depot
HD-N
Gordon Reid

(A Top Pick July 17/13. Up 3.17%.) A little surprised the US housing has been somewhat sluggish and hasn’t gone up to a higher level. Moving in fits and starts. There are still probably half a million new builds shorts of just satisfying the demand. Still a Buy and is good value.


Price: $81.200
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2014-07-24 SELL IBM
IBM-N
Gordon Reid

This is a company that has really been challenged on the revenue side for quite a while. Their hardware business is late cycle and their services business has been a little bit lumpy. They have made the most of their cost cutting initiatives, which has really driven the stock for a number of years.


Price: $195.240
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 BUY Keyera Corp
KEY-T
David Burrows

Energy infrastructure is in the middle of a very long revaluation vs. history.  Because of the boom in production, they have had nice growth in cash and dividend.  They will continue to grow it 8-10% a year.  Lots of opportunities to grow.  Will continue to expand in valuation.


Price: $81.960
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 STRONG BUY Matador Resources
MTDR-N
David Burrows

They have strong production growth.  New technologies are lowering the cost of production.  They will probably lower their cost of production over the next 5 years.  A great play on growth in production.


Price: $27.780
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 PARTIAL SELL Osisko Exploration Ltd.
OSK-T (Dead)
David Burrows

Thinks gold got sold out as a sector and had a good bounce over the few months.  He looks at it as a not a long term shift.  He would not focus on this group.  Don’t add gold holdings but lighten them up.


Price: $8.640
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 WAIT Precision Drilling
PD-T
David Burrows

Demand for drilling services is picking up.  Pricing should firm up in the second half.  Pulled back because of weaker activity in the last couple of months.  He would buy as you head into the fall.


Price: $14.750
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 WATCH Qualcomm
QCOM-Q
David Burrows

Are having trouble collecting royalties from Asian customers.  But he likes it.  Prefers others.  Probably a short term blip, but it took a hit today.  Watch it over the next couple of days to see if it swings around.


Price: $76.172
Subject: NORTH AMERICAN - LARGE
Bias: BULL
Owned: Unknown
2014-07-24 COMMENT Qualcomm
QCOM-Q
Gordon Reid

There are concerns about trouble collecting Chinese royalties as well as a large antitrust settlement in China. This is not new news, but the gravity of the news is the story. Rather than dealing with one or 2 groups in China resisting paying licensing fees, it is becoming a wider spread problem. This is a concern to him, and he is looking at it very carefully. This company lives on its royalties.


Price: $76.172
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2014-07-24 DON'T BUY Starbucks
SBUX-Q
Gordon Reid

Thinks this is overvalued at this time. This is a case of a really great company, but a not so good stock. Stock has been bid up to a point where it represents some risk. At 30X earnings there is a lot of air under the stock price.


Price: $80.450
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 DON'T BUY Staples
SPLS-Q
Gordon Reid

In the midst of a structural shift in the retail sector and you may want to avoid this. With stores closing, they are in a shrinking space.


Price: $11.190
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 BUY Suncor Energy Inc
SU-T
David Burrows

Behaving extremely well. The thesis is that the bottleneck in transportation from Canada to US is starting to break up a little bit.  A great balanced portfolio to own.  A great core holding to own.  You will see $50 again in your lifetime.


Price: $45.440
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-07-24 BUY Toronto Dominion
TD-T
David Burrows

Canadian banks are behaving better than any banks in the world and TD is the best in Canada. This one is very well set up.  So long as they continue to generate the numbers, he would hesitate selling it, thinking it is hitting a peak.  He prefers asset management companies but would hold this bank.


Price: $55.950
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-07-24 PAST TOP PICK The Hanover Insurance Group
THG-N
Gordon Reid

(A Top Pick July 17/13. Up 22.48%.) Their bond portfolio is basically not giving them anything. With higher interest rates, that is going to be an additive to the company. Through the winter, with the storms and everything, their combined ratio climbed a little bit. They were covering their underwriting premiums, and that has not reversed. Thinks this should continue to move higher.


Price: $62.730
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2014-07-24 BUY Torc Oil & Gas Ltd
TOG-T
David Burrows

Friendly dividend policy and growing both production and dividend.  You should continue to own.  Buy this as well as WCP-T and CPG-T.


Price: $13.880
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 HOLD Time Warner Inc
TWX-N
Gordon Reid

Had an offer from 20th Century Fox, which was rejected. Expects that this was just the initial salvo, and there is much more to follow. At this price, it really doesn’t represent a premium at all. Trading right now at about 18X earnings.


Price: $84.010
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2014-07-24 DON'T BUY Domtar Corp.
UFS-T
David Burrows

There are better things to do.  He has almost a zero weight in US housing.  Stocks are not performing.


Price: $41.550
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-07-24 PAST TOP PICK UnitedHealth Group Inc
UNH-N
David Burrows

(Top Pick Jul. 11/13, Up 27.78%) They raised their guidance going forward.  Have an increasing opportunity to grow the business.  He would focus more on biotech, but the whole sector has been performing well.


Price: $85.680
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-07-24 DON'T BUY United Parcel Services
UPS-N
Gordon Reid

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. This one is more of a ground transport play. FedEx is the air play. FedEx has been more proactive in terms of the management of their business, and are trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.


Price: $104.090
Subject: US EQUITIES
Bias: BULLISH
Owned: No
2014-07-24 COMMENT United Technologies
UTX-N
Gordon Reid

A good-quality industrial. Well diversified. They own Otis, Carrier, Pratt & Whitney and Goodrich. Just reported earnings, which were quite strong. It is not unusual for a stock like this, after it has moved well, to take a breather. That is not a bad thing.


Price: $108.950
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2014-07-24 HOLD Verizon Communications
VZ-N
Gordon Reid

An attractive stock. The catalyst here is the transaction they did with Vodafone. This company is doing some very interesting things and producing a lot of cash. Pays a very nice dividend. Turnover rate of customers is very low. Debt load of over $100 billion is a worry, and if interest rates rise, interest expense is going to become a bigger issue.


Price: $51.050
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2014-07-24 DON'T BUY Yahoo!
YHOO-Q
David Burrows

Does not know the lift that Alibaba will give them.  If it were to come out of this range it will probably have a move higher.  You could probably argue there is a catalyst coming.  He prefers FB-O.


Price: $36.170
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-07-23 N/A A Comment -- General Comments From an Expert
A Commentary
Fabrice Taylor

Markets. The average return, on the 1st three companies he recommended in his newsletter 3.5 years ago, was about 800%. These were not speculations, but value companies with revenues and profits. It is a lot harder to find them today. He is a bottom-up investor, and it is harder to find things, so he just wants to build cash, and wait for a better opportunity. Cash holdings are probably in the 40%-50% range. There seem to be a lot of earnings misses, and PE multiples seem to be going up. Thinks earnings are going to have to catch up to what the stock market is doing. Feels central banks globally are orchestrating a campaign to keep equity markets healthy and give people confidence. However, there comes a point where valuations have to catch up.


Price: $0.020
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: _N/A
2014-07-23 N/A A Comment -- General Comments From an Expert
A Commentary
Fabrice Taylor

Profit taking. Always take profits. It’s really simple. A profit in your pocket is a “real” profit. One that is on paper can be meaningless. You owe it to yourself to take some off the table. The riskier the stock, the more you should take profit.


Price: $0.020
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: _N/A
2014-07-23 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Markets. Expects to see a pickup in global growth in the 2nd half of the year, especially in the US. There are bumps along the way, and that should be favourable to the equity markets continuing to grind higher. Thinks that valuations are a little bit stretched at this point, so we need the earnings and the EPS to pick up a bit. Those positive trends hopefully will continue. So far this season, 1/3 of companies on the S&P 500 have reported, and 76% have been estimated so far. That is good news. Comparing equities to bonds, equities are probably the winner in terms of what is going to happen over the next 12 months. Interest rates should stay low until next year. Some of the geo-political tensions are getting a bit worse, so some of those things should be watched out for. Also, volatility low levels are way lower than what they should be. Well over 25% below long-term averages. He is moving cash up a little bit from 25% to 12%-13% right now, in order to take advantage of any opportunities. He continues to favour the more economically areas, the cyclical stocks whether they be technology, energy or industrials. These are the areas you want to be in right now.


Price: $0.020
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: _N/A
2014-07-23 BUY on WEAKNESS Apple
AAPL-Q
Stan Wong

We are now looking at 1.25X PEG ratio, which is not expensive, but not cheap anymore either. Not sure if you should make a new purchase at this time. He would wait for a pullback.


Price: $97.190
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: Yes
2014-07-23 COMMENT Athabasca Minerals
ABM-X
Fabrice Taylor

Produces gravel and sand. Tar sands mines have gravel roads, and they consume a lot of gravel. The real value is their fracing sand. He is sure there is more upside to come. It will be volatile as it is an undeveloped resource play.


Price: $2.550
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-07-23 PAST TOP PICK Accord Financial
ACD-T
Fabrice Taylor

(A Top Pick July 26/13. Up 18.07%.) A niche lender to small businesses. Very, very well run. They raise their dividend almost every year. Insiders own piles of stock. Very conservative. They are finding new ways to grow the bottom line. Have lots of capital, which is all deployed. Expects earnings will continue to move up.


Price: $9.450
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-07-23 BUY AutoCanada Inc.
ACQ-T
Fabrice Taylor

Consolidating the car dealership industry. Superbly run. Has been a fantastic performer. Had a pullback because they did a financing, and will probably drift around here for a while, until the market adjusts. Over time there is still a lot of room for this to grow. Not a cheap stock. Thinks it is trading at 40X trailing earnings. You are probably okay to own this. Has a good future.


Price: $74.530
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2014-07-23 TOP PICK American International Group
AIG-N
Fabrice Taylor

Has done really well, but feels there is more room to go. At some point big institutions will come around and re-enter the stock. Trades at a big discount to Book. It could be liquidated today, and give every shareholder almost $70 a share. Should give you a decent return, not a huge one, but maybe 15%-20%. Yield of 0.91%.


Price: $55.020
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-07-23 SPECULATIVE BUY Alabama Graphite Corp
ALP-X
Fabrice Taylor

This is very small and speculative. Graphite is used in batteries from cell phones to Tesla cars. Tesla is building a giga-factory, and will be a huge buyer of graphite. The demand side looks good. Supply tends to come from China, and they are shutting down mines and putting export taxes on production. You want to make sure that the graphite play has a chance of becoming a mine. If you are interested in speculating on a resource name, he likes this one.


Price: $0.180
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-07-23 COMMENT American Tower
AMT-N
Stan Wong

Very, very simple business. Just grabbing revenue in. The only thing he would be slightly worried about is if interest rates start to move higher. Most people will own this for the potential for yield. This is considered a REIT, so if it is part of that area, this is one that will be sold off if interest rates increase.


Price: $92.960
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
2014-07-23 COMMENT Bank of America
BAC-N
Stan Wong

Likes the US financial space in general. Valuations are below long-term averages. Has been beaten up a little with regulatory issues and low interest rates, but those will change. Hopefully, next year, the regulatory issues will be less and interest rates will be higher. The economy should have picked up even more so. He prefers Citigroup (C-N) and J.P. Morgan (JPM-N). (See Top Picks.)


Price: $15.520
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
2014-07-23 COMMENT BCE Inc.
BCE-T
Stan Wong

Just announced a privatization deal with Bell Alliant (BA-T). Thinks this is good that they are taking some of their assets and consolidating them. He owns this mainly for its dividend play. Wireless is the way to go, and the growth engine for things. If you are a Bell Alliant shareholder, he would recommend taking the cash unless there are some capital gains complications.


Price: $49.820
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: Yes
2014-07-23 COMMENT Caterpillar
CAT-N
Stan Wong

We may start to see a pickup with the general economy, but doesn’t think you will see the moves in this like we saw going back several years, when China was busy building roads and highways, etc. Not sure this will move as quickly as it might have, during the development of China. Not expensive, but doesn’t show up in his radar to own.


Price: $108.380
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
2014-07-23 DON'T BUY Chipotle Mexican Grill
CMG-N
Stan Wong

There is a lot of momentum behind the stock. Trading at 42X forward earnings, which is pretty expensive. Growth rate is 20%, so you are paying 2X PEG ratio.


Price: $661.270
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
2014-07-23 COMMENT Canadian National R.R.
CNR-T
Stan Wong

Likes the rail space. Canadian Pacific (CP-T) looks a little bit cheaper on a growth to the PE metric. It makes a lot of sense to own these types of names.


Price: $74.000
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: Unknown
2014-07-23 TOP PICK Crescent Point Energy Corp
CPG-T
Stan Wong

Has pulled back recently, so it’s a good time to add more shares. Feels energy prices will remain pretty firm. They just announced production guidance for 2014 that it is going to be higher. Will probably sustain their current levels based on economic movements and economic recovery, especially with geopolitical problems happening globally. 6.1% yield.


Price: $45.290
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: Yes
2014-07-23 PAST TOP PICK Counsel Corporation
CXS-T
Fabrice Taylor

(A Top Pick July 26/13. Up 5.55%.) A special dividend was paid out in April. This has been a frustrating ride. It has been volatile and difficult to understand, because of all the non-core assets. Their mortgage business is superb and a market leader, and now reaching the stage of renewals, which should give higher margins.


Price: $1.960
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-07-23 BUY Dollarama Inc.
DOL-T
Stan Wong

This was a name that had seemed expensive, but the earnings just crept higher, and they have done extremely, extremely well. Earnings moved up faster than the price and the PEG ratio is at 1. It has moved down to near the 50 day moving average, and he would be comfortable owning it.


Price: $89.770
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
2014-07-23 PAST TOP PICK Enterprise Group
E-T
Fabrice Taylor

(A Top Pick July 26/13. Up 20.51%.) Oilfield services. Have done a bang up job of acquiring lots of companies. Have been very good at raising money. At this point they have to digest, and prove to investors that all the stuff they’ve put together, they can make it work in a better way. If they can, they’ve got a very bright future. A lot of money is being spent in Alberta right now, and LNG is looking more and more real every day. They have nice little niche businesses that have high margins and are very unique, so demand should be high.


Price: $0.960
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-07-23 COMMENT Element Financial
EFN-T
Fabrice Taylor

Owner is very sharp, and has done this before. Had some stumbles, but sold for a nice gain. He is a good promoter of his stock. Not cheap, but people who got in early are doing well. Pretty impressive chart. He would prefer owning Accord Financial (ACD-T).


Price: $14.650
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2014-07-23 BUY EMC Corp
EMC-N
Stan Wong

Storage in Cloud is the future, and this is a great name. PEG ratio is at 1.2, so you are not paying social media type of valuations. This should do well.


Price: $28.750
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
2014-07-23 COMMENT Enbridge
ENB-T
Stan Wong

Yield of about 2.6%. If and when interest-rates start moving up, will investors start turning away from companies like this? If you own, hang onto it for the time being. Yield might grow by about 8%, which is not bad, but not a huge move going forward.


Price: $54.340
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
2014-07-23 COMMENT Facebook
FB-Q
Stan Wong

Twitter (TWTR-N) or Facebook (FB-N)? Feels that the social media names have stretched valuations. It’s such a new phenomenon; it is hard to tell where the earnings are going to come and how they are going to monetize things. This one is in the 3rd inning where Twitter is only in the 1st inning. This one is getting its earnings going, and valuations look a little bit better. Earnings were strong today on the mobile side, and they are executing well. This would be his choice over the two. Neither of these fit the profile of his portfolios.


Price: $71.290
Subject: NORTH AMERICAN & ETFs
Bias: OPTIMISTIC
Owned: No
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