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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-16 BUY Crescent Point Energy Corp
CPG-T
Rick Stuchberry

An interesting oil company in that they are almost more of a manufacturer than a “search and find” company. Through horizontal drilling, they have basically got 3 great positions in old oilfields and it is all about capital deployment and operating efficiencies. Feels the dividend is safe. There is enough growth to keep it going. Yield of around 6%.


Price: $43.950
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 COMMENT Canadian Tire Corporation Ltd. (A)
CTC.A-T
Rick Stuchberry

The best retail stock in Canada. There probably will be a split and there could be a dividend increase. Have done a really good job of managing and running their business.


Price: $107.480
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 TOP PICK Currency Exchange Intl.
CXI-T
Jerome Hass

Starting to get a little bit more recognition, but the key catalyst is that they are going to get a bank license at some point, which really opens up their marketing efforts and also helps to bring down their costs so they can buy directly from central banks. The #3 player in Canada and #4 in North America.


Price: $12.700
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT Counsel Corporation
CXS-T
Jerome Hass

Had a pretty big pull back. There was a fair amount of enthusiasm for the stock this summer so the question is, was that misplaced or not. Finds it to be very attractive at the current levels. Released their results at the end of March which he felt were quite good. There are some competitive pressures within the mortgage lending space. Announced about a year ago that they were going to clean up the business so it is now a holding company that holds one asset, Street Capital, a mortgage lender. Around April 28, you will be receiving shares in Heritage Global, which is currently trading in the US. Management does not know when to sell so leaving the decision to you.


Price: $1.670
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 BUY Descartes
DSG-T
Jerome Hass

Had a great run. Grows at about 15% the year. He likes the recurring nature of its revenue which is at about 90%.


Price: $15.130
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 BUY Enterprise Group
E-T
Jerome Hass

Very much likes the name. Provide a lot of support for infrastructure projects such as pipelines, bridge building, tunnelling, etc. Also, have a division that competes with Badger Daylight (BAD-T) in tunnelling. Good way to play infrastructure and on pipelines. Super cheap trading at about 3.5X EBITDA. Made a series of acquisitions in the last 18 months and have stated that now is the time to integrate the businesses and grow them organically.


Price: $1.050
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT EnerCare Inc
ECI-T
Jerome Hass

Water heater rentals, mainly focused in southern Ontario. Also, have sub-metering which they are expanding. This is for multi-tenant residences such as condos or apartment buildings. They put in meters, allowing the landlord to assign energy usages to individual tenants. Thinks this is a great long-term growth business. Not producing any profits yet. Trading at about 6.5X EBITDA versus the sector at about 10X. 6.5% dividend yield which is very sustainable.


Price: $11.080
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT Enbridge
ENB-T
Rick Stuchberry

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.


Price: $51.680
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 COMMENT Enbridge Income Fund Holdings
ENF-T
Rick Stuchberry

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.


Price: $26.480
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 TOP PICK Guardian Capital Group
GCG.A-T
Jerome Hass

Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). In 2001 they sold its mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on the 5 million shares ever since. These holdings plus some of their other listed holdings, actually comes out to $14.25 at the end of the last quarter. Stock is trading at about $16.60-$16.70 and if you strip out the $14.25, the underlying business is trading at about 3X this year’s earnings, ridiculously cheap. There is also a scarcity of independent asset managers, so one day somebody is going to come and take out this company. He has had this trade on since April 2009.


Price: $17.200
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 TOP PICK General Electric
GE-N
Rick Stuchberry

This is a lagging play. Almost a proxy for the US economy, which hasn’t caught fire yet. With this company, you have finance, industrial, transportation, power, etc. If he is wrong and the market backs off a little bit, this will hold its own with its yield of 3.39%.


Price: $26.120
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 BUY Horizon North Logistics
HNL-T
Jerome Hass

Loves this as an indirect way to play the resources. He tends not to invest directly in resources. This is a more conservative way to play. The whole sector is growing at about 18% clip over the next 5 years and this is a great way to play it.


Price: $8.000
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 PAST TOP PICK HSBC Holdings P L C
HSBC-N
Rick Stuchberry

(A Top Pick May 2/13. Down 1.68%.) Emerging markets just haven’t had a good year. Although some people think of this as a big European bank, over half of their profits are coming out of Asia. He is still buying. The operational side has been very solid. They continue to do all the right stuff. Yield of about 4.5% and is quite safe.


Price: $51.960
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 DON'T BUY Ithaca Energy Inc.
IAE-T
Jerome Hass

Was supposed to be a takeover quite a while ago and he lost patience with it. This one always seems to be next year’s story.


Price: $2.650
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: No
2014-04-16 PAST TOP PICK Imperial Oil
IMO-T
Jerome Hass

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 34.23%.) (See comments under TAO-T.


Price: $52.010
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 SELL Just Energy Group
JE-T
Jerome Hass

He is Short this name. Had a good run this winter, mainly because of the cold weather. Very skeptical about their business model and their accounting.


Price: $8.640
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT LasVegasFromHome.com Ent
LVH-X
Jerome Hass

Just announced a deal last week where they are launching in Mexico. Thinks mobile gambling is a real growth industry. Has a tiny stake in this one.


Price: $0.105
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 PAST TOP PICK MegaBrands
MB-T
Jerome Hass

(A Top Pick April 23/13. Long Mega Blocks Warrants (MB.WT-T) and Short Mega Blocks (MB-T). Up 63%.) Had identified the warrants as being mispriced.


Price: $17.720
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: No
2014-04-16 PAST TOP PICK Mega Brands
MB.WT-T
Jerome Hass

(A Top Pick April 23/13. Long Mega Blocks Warrants (MB.WT-T) and Short Mega Blocks (MB-T). Up 63%.) Had identified the warrants as being mispriced.


Price: $0.390
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: No
2014-04-16 COMMENT Mosaic Company (The)
MOS-N
Jerome Hass

Has about $3 billion of corporate buybacks that will be taking place this year.


Price: $48.640
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT Nordex Explosives
NXX-X
Jerome Hass

Manufactures dynamite, primarily for gold mining. Have a plant in Kirkland Lake with about 20% capacity utilization. Raised some money in 2012 for building warehouses because a truck can only go 3 hours in one direction away from their plant. The warehouses effectively extended their reach. Was a little disappointed by management’s execution. Also, profitability of their product wasn’t as high as expected. This is a micro cap so if you have to exit the position, it is very tricky.


Price: $0.450
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: No
2014-04-16 COMMENT Patient Home Monitoring
PHM-X
Jerome Hass

Essentially they provide services related to healthcare, particularly with regards to monitoring a drug called Coumadin. Has also been a consolidator by acquiring businesses that have relatively attractive valuations. The idea is that they can cross sell products and services that they have.


Price: $0.240
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT Potash Corp of Saskatchewan
POT-T
Jerome Hass

Expect they will hold their dividend, but he would not expect any dividend increases for a while. Just spent $8.3 billion in expansion in capacity that the world really doesn’t need at this point. Not overly optimistic of potash in general. There has been flattish demand globally. He is Short this, but the reason is for hedging. He thinks Mosaic (MOS-N) is a more attractive player which has about $3 billion of corporate buybacks that will be taking place this year.


Price: $38.570
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT Power Corp
POW-T
Rick Stuchberry

Thinks this will be a market performer. Nothing wrong with this. Well managed. 3.9% yield is safe.


Price: $30.250
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 COMMENT Royal Bank of Scotland PLC
RBS-N
Rick Stuchberry

Banking system took a terrible shellacking 5 years ago and is still recovering today. It’s not over yet. This one took it on the chin because it was one of the aggressive banks going into the meltdown. If you are patient enough, a rising tide lifts all boats, but when there is a lot of damage is sometimes takes them longer. You have to ask yourself is it more of an opportunity lost not to redeploy the capital and wait than it is to get into something that has a four-wheel-drive going right now. (See Top Picks.)


Price: $10.150
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
2014-04-16 BUY Dr. Reddy's Laboratories Ltd.
RDY-N
Rick Stuchberry

Generic drugs. The advantage of this is that its processing is in India so it is a very low cost producer. Have research laboratories in Cambridge in the UK. Looked at this as an opportunity to play generic drugs.


Price: $42.150
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 COMMENT Sherritt International Corp.
S-T
Rick Stuchberry

This is always a stock that looks cheap because of the asset base. Has good assets, but they are in jurisdictions that cause people some headwinds. One of these days this thing will do better. Feels this is more of a trading situation than an investing situation. If you own and are not a trader, maybe you should take this as an opportunity to lighten up.


Price: $4.780
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-16 TOP PICK Banco Santander SA
SAN-N
Rick Stuchberry

This bank did not take any government money through all the bailout in Europe. In the last 5 years, it has been a buyer of other banks. Positioned in Europe at about 40%, 10% in the US, but very big in Brazil and Mexico. Likes the mix between developed and emerging-market exposure. Growth should come as Latin America turns around. Yield of 8.48%.


Price: $9.800
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 TOP PICK Starbucks
SBUX-Q
Rick Stuchberry

Doesn’t have as much yield as he likes, but growth is quite phenomenal, especially in Asia. They have really focused on growing in China and India and the demographics are really positive for them there. It continues to reinvent itself. Acquired Teavana because in a lot of the emerging markets, tea is more popular than coffee. Looking out 5 years, this company has the growth that he wants.


Price: $70.790
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 HOLD NXT Energy Solutions
SFD-X
Jerome Hass

Have been talking since August that there was an imminent deal with Pemex in Mexico, the national oil company, which has been their largest customer. Pemex is a state owned company so they are dealing with a lot of bureaucracy. Feels there is a lot of potential for this company going forward and is still very positive about this.


Price: $1.230
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 PAST TOP PICK Tag Oil Ltd.
TAO-T
Jerome Hass

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 42.51%.) Did an equity issue last fall at about $4.40, which the Street didn’t like. This is a New Zealand oil/gas play and they have about 5 or 6 catalysts coming up in terms of major wells.


Price: $3.070
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 HOLD Teck Resources Ltd. (B)
TCK.B-T
Rick Stuchberry

This company needs to get Asia going because their basic sales are into Asia. China is taking on an economy that was totally export oriented, and changing it into a consumer oriented economy and yet still growing. If you see the materials side start to move, then you could add a bit more.


Price: $24.400
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2014-04-16 TOP PICK Veeva Systems Inc
VEEV-N
Jerome Hass

SHORT. A software company in the CRM space and they use, as their building blocks, the large SalesForce.Com (CRM-N). As a condition SalesForce said you can only sell in the healthcare space. They already have 45% market share and there are 3 players in there. Doesn’t know how much more they could grow. Did an IPO 6 months ago. Initial IPO range was $12-$14 and they bumped it up to $20. If they were willing to sell their shares at $12-$14 and they are now at $24, you have to think that there are a lot of people who will be motivated to sell shares. He has been seeing this over the last 4-5 months. Also, their partner and supplier just announced they are going to become a competitor.


Price: $22.630
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 COMMENT Wi-Lan Inc.
WIN-T
Jerome Hass

This is a better retail stock than an institutional stock because they own a large portfolio of patents. As an institutional investor, it is really a black box as he can’t tell how strong their patents are. Last year was supposed to be a very big year for them, but they only had about 1 in 6 catalysts that worked in their favour last year. He still has a small position, but has lost patience. Yield of about 5%.


Price: $3.260
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: SELECTIVE
Owned: Yes
2014-04-16 HOLD Yamana Gold Inc.
YRI-T
Rick Stuchberry

Feels the Osisko (OSK-T) transactions might be causing a bit of a headwind on the stock. If you own, wait for this deal to settle as there should be a rally at some point and lighten into the rally. Be patient and let the gold market rally this summer perhaps and position your personal position the way it makes sense in your portfolio.


Price: $8.830
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2014-04-15 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets.  It is very difficult to predict the path the market will take.  She is a bottom up analyst.  You hope the companies come out and execute quickly and that the market recognizes it.  You want to be focused and there are a lot of aspects of the market that you want to avoid.  She is still able to find 25 stocks that are attractive in this environment.  Focuses on strong management teams and how they invest capital on behalf of shareholders.  Most gains in the market are multiple driven.  She looks for companies that are going through a tough time and you don’t want to own them. 


Price: $0.020
Subject: US LARGE
Bias: SELECTIVE
Owned: _N/A
2014-04-15 N/A A Comment -- General Comments From an Expert
A Commentary
Keith Richards

Markets. Sentimental indicators have been flashing caution, plus volatility has been picking up. Started selling a couple of weeks ago and raising cash. The Volatility Index over the last 1-1.5 years has been hanging out around the mid-to low teens. A higher volatility level would be in the 35-40 and we haven’t seen that in a while, so he thinks we are kind of due. We are starting to see some return of volatility now and expect it will pick up over the summer, which is perfectly natural and normal. In spite of this, he is bullish on the market and comparing this year to 2011, there is a similar background where you had a low volatility period for about the 12 months preceding the April high of 2011. To play the volatility you always raise some cash, and you can always focus your portfolio on forward beta positions i.e. lower volatility positions.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2014-04-15 COMMENT Alaris Royalty
AD-T
Keith Richards

Fell with all the rest of the interest sensitives. Found support at an old resistance level of around $25. He tends not to buy stocks like this because he feels there is very little upside from price potential, but as long as it doesn’t break $25 and you are happy with the dividend, it might just sort of look sideways for a while and you just collect the dividend. If it breaks $25, you have to jump out because there will be another fairly large leg down.


Price: $26.900
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 STRONG BUY Ann Inc.
ANN-N
Jennifer Radman

Strong balance sheet.  The manage team is acting with a sense of urgency.  A pretty compelling entry point here. 


Price: $40.100
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 COMMENT Allied Nevada Gold
ANV-T
Keith Richards

Chart shows the downtrend has been kind of broken and that the stock is attempting to base. For people that have owned this, it has traveled this far and you might as well see if it wants to break out or trade it at the top of the trading range.


Price: $4.060
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 COMMENT Arc Resources Ltd
ARX-T
Keith Richards

A good looking chart. It has gone through periods of consolidation. It is probably due to pull back which would probably be $30. As a longer-term trader, he would not be worried about this.


Price: $32.450
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Boeing
BA-N
Jennifer Radman

An interesting timer of these companies.  There are a lot of fuel cost concerns so there is a big refreshment in the product portfolio of customers such as Fedex.  A very capital intensive business with long lead times.  Not the type of industry she is a big fan of so she is on the sidelines here.


Price: $124.270
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 DON'T BUY Bombardier Inc (B)
BBD.B-T
Jennifer Radman

A year ago there was a lot of good stuff coming out of the ‘C’ series, but her issue was the balance sheet and it has come up again.  You have huge capital spending and don’t know when you get the money back.  She avoids situations like this.  It hit all her metrics except the balance sheet risk.


Price: $4.100
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 PAST TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Keith Richards

(A Top Pick March 11/14. Up 5.53%.) This has a nice dividend. Every time it gets down to the trend line, you Buy. Has a great profile fundamentally and technically.


Price: $43.310
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Keith Richards

This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.


Price: $43.310
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 PAST TOP PICK CitiGroup
C-N
Jennifer Radman

(Top Pick April 18’13, Up 6.03%) They passed the stress test, but can’t hand out big dividends or do big buybacks.  They have excess capital that they can’t return now, but at some point they can.  She uses this as an opportunity to buy into the stock.  It’s a pretty good value here.


Price: $48.310
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 TOP PICK CASH
CASH
Keith Richards

For the past 2 years, the market has been kind of volatile usually from around April or May and often troughing or making some kind of the summer bottom between June and September. He is looking to deploy some cash into some cheap stocks over the next few months.


Price: $0.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 COMMENT Cineplex Inc
CGX-T
Keith Richards

Chart shows a long upward trend line from early 2012. Currently it is testing the trend line. As long as this holds, you are okay. The old high of about $40 in mid-2013 is now its support.


Price: $40.760
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Clearwater Seafoods Inc.
CLR-T
Keith Richards

Chart shows a bit of a topping consolidation that looks like it might have been broken. Broke the neck line at around $8 and is trying to consolidate again. He doesn’t like stocks that have fundamentally broken their topping pattern. There are better looking charts out there.


Price: $7.820
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 BUY Celestica Inc.
CLS-N
Jennifer Radman

They had products coming off their platforms.  Margins are going up.  She would be a buyer here.


Price: $10.510
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 WATCH Celestica Inc
CLS-T
Keith Richards

One of the great Canadian tech companies. Chart shows a long trend from late 2012 that has been broken recently, but what is interesting is that the recent top, that took place halfway through 2013, was broken. It is kind of testing that top at $11.50-$12. Wouldn’t want to see it break that top, but so far it is reasonably healthy. If you are looking to Buy wait to see if it will hold, and then Buy as it starts to move up.


Price: $11.510
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 HOLD Canadian Natural Rsrcs
CNQ-T
Keith Richards

There is an upward arc line off of the upward trend that started in mid-2013. That is a movement that probably needs to be corrected a bit. He wouldn’t be surprised if this had a bit of a correction this summer. For the time being, you can stay with it because there is no sign of it rounding over as yet.


Price: $43.770
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 BUY Chevron Texaco
CVX-N
Jennifer Radman

Under a lot of pressure because they are spending a lot of money on a couple of LNG projects off Australia.  It always takes longer than expected as well as costing more.  This is an overhang and there are risks with these big projects, but the benefits should be pretty good and none are reflected in the stock price.  You have to give management the benefit of the doubt because historically they have done such a good job of getting profitable barrels.  A long term investment.


Price: $120.300
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 HOLD Davis and Henderson
DH-T
Keith Richards

Great dividend payer. Chart shows a long upper trend from the middle of 2012. Great chart. Nothing wrong with this picture. As long as it doesn’t break the trend, stay with it.


Price: $30.700
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 HOLD Enterprise Group
E-T
Keith Richards

This shows a base breakout, late 2012, early 2013 with a strong upward trend. It has recently been consolidating a little bit. So long as the trend line is not broken and the 200 day moving average is not penetrated, you are probably best to stay with the story.


Price: $1.040
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 COMMENT Eldorado Gold
ELD-T
Keith Richards

This stock is finding support at around $5.80. You don’t want to see it break this. There are a couple of descending peaks which is a sign of danger. The downtrend is still in place, but there is starting to be some consolidation at the lows. Wouldn’t jump in until it breaks past the old high. At this time there is no sign of a new trend emerging.


Price: $6.350
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 PAST TOP PICK FedEx
FDX-N
Jennifer Radman

(Top Pick April 18’13, Up 43.60%) It hit a target so she sold.  A great franchise.  Some cost cutting still coming into the numbers, but reflected in the numbers.  People are still cautiously optimistic on this one.


Price: $132.170
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 PAST TOP PICK CGI Group (A)
GIB.A-T
Keith Richards

(A Top Pick March 11/14. 2.77%.) This was a little bit of a contrarian pick. They got a little bit hammered when they left the Obama contract a number of months ago, but since that date they have landed a new US government contract. It is holding, even though it is not making new highs. It is generally following its upward trend line.


Price: $36.000
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 DON'T BUY General Motors Corporation
GM-N
Jennifer Radman

Sold GM before everything started turning south for them on the recall issue.  It is a case of how it can blow up and really impact the company.  There was a lot of growth projections for the company, cost cutting, and it seemed like a lot was baked into the share price so she backed off.  She is content to stay on the sidelines.  She is out of the space presently.


Price: $33.360
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 DON'T BUY Google
GOOG-Q
Jennifer Radman

Have a slightly cheaper price than the voting shares.  No point in voting shares unless you can influence the vote or something.  It is more the excitement factor and that is not a compelling investment proposition.  She owned it at one point and it hit her valuation.


Price: $536.440
Subject: US LARGE
Bias: SELECTIVE
Owned: No
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