stockchase picture

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

Recent Opinions

Print
Date Signal Company Expert Opinion Price
2015-01-23 N/A A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Gold. Last year, this was the world’s 2nd best performing currency. If you look at gold as money, it is finally catching up to the US$. Looking at the period between 1978 and 1980, when gold had a massive run from $200-$100, it started moving in tandem with the dollar, and eventually caught up and beat it. If you have a race to the bottom, gold is finally catching up.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: _N/A
2015-01-23 WAIT A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Zinc? He thinks it is too early to step in. He would wait to see when the dollar tops, and then start to pick away at some of the miners.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-01-23 COMMENT Agnico-Eagle Mines
AEM-T
Jaime Carrasco

The core of his precious metals holdings. One of the few companies that has actually been making money through this period. What they have been doing is buying up the competition. Has a great financial leverage.


Price: $40.380
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 TOP PICK Altagas Ltd
ALA.PR.G-T
Randy LeClair

Preferred series G 4.75%. (ALA.PR.G-T). Energy pipeline. This is trading a little bit above par. It resets in 2019 and is 306 basis points, so you have the spread protection.


Price: $25.500
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Yes
2015-01-23 PAST TOP PICK Algonquin Power & Utilities Corp
AQN-T
Jaime Carrasco

(A Top Pick Jan 24/14. Up 48.74%.) He likes the power and he likes the utilities. He’ll be continuing to add to his holdings when he brings some cash back in.


Price: $10.160
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Artis Real Estate Investment Trust
AX.UN-T
Jaime Carrasco

The only concern is that a lot of the real estate is in Calgary, but they do have some pretty good leases in Calgary. The real question is how long we are going to be in the doldrums on oil prices. Has not added to his position, but has reduced when oil prices started coming down. Still too early to tell, but will be adding to this at some point.


Price: $15.540
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Brookfield Infrastucture Partners
BIP.UN-T
Jaime Carrasco

Likes that this a global play. Just added some telco assets in Europe. Likes the way the company is run. They are very good at acquiring assets. If you are looking to diversify out of pipelines and utilities and into infrastructure, this is a good one.


Price: $53.480
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Bank of Montreal (Preferred M)
BMO.PR.M-T
Randy LeClair

Preferred M’s? This is a reset, which went to reset in 2013. Started at a higher rate and then reset to a fixed rate at 3.39%. In this environment, it won’t reset again until 2018. The bad news on this is that he doesn’t think the bank would let it go to the next reset because of capital issues. This might be worth getting out of and then switching over to something else, perhaps insurance companies.


Price: $25.670
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Unknown
2015-01-23 PAST TOP PICK Bank Of Montreal (Preferred)
BMO.PR.T-T
Randy LeClair

(A Top Pick Sept 8/14. Down 0.77%.) BMO Floating Rate Preferred Share Series 17. Shouldn’t be volatile except when the bank of Canada rate drops. It was up on the year, but as soon as the interest rate cut came in, it dropped. This was a defensive strategy for people who thought rates were going to go up. It is still a pretty good substitute for a Money Market type of return, plus you get the dividend tax credit.


Price: $25.470
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Yes
2015-01-23 TOP PICK Co-operators General Insurance Co
CCS.PR.C-T
Randy LeClair

Preferred series C 5%. (CCS.PR.C-T). This can be redeemed in 2016 at $25. Currently trading at $24.31, below its par value. It gives you yield of 7.36%.


Price: $25.000
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Yes
2015-01-23 TOP PICK Central Fund of Canada Ltd (A)
CEF.A-T
Jaime Carrasco

This is just bullion, gold and silver stored. A good play just on the commodity itself. 50% gold and 50% silver.


Price: $16.620
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 HOLD Crescent Point Energy Corp
CPG-T
Jaime Carrasco

One that has consistently grown and consistently paid a dividend. He is not too concerned about the dividend. They have a good balance sheet. He would wait to buy this, but would definitely not sell it. His company has this in a Sector Outperform with a $47 target.


Price: $30.460
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Calloway REIT
CWT.UN-T
Jaime Carrasco

His company has this with a $29 target. Thinks the cash flow is solid. This is diversified through Canada, so you are not specific to any single place.


Price: $31.880
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-01-23 TOP PICK Dream Office REIT
D.UN-T
Jaime Carrasco

A good conservative company. Well-managed and a good dividend. Solid.


Price: $27.280
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Eldorado Gold
ELD-T
Jaime Carrasco

This is in the development stage and has a lower cost of production. His company just reduced their target to $9.50 US.


Price: $7.040
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-01-23 TOP PICK Emera Inc.
EMA.PR.E-T
Randy LeClair

Preferred series E 4.5%. (EMA.PR.E-T). A perpetual, paying about $1.25 annually. Has current yield of about 4.8%. Currently trading at $23.45 giving you over a 5.5% yield if they take you out in 2023.


Price: $24.000
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Yes
2015-01-23 PAST TOP PICK Enbridge Inc
ENB.PF.C-T
Randy LeClair

(A Top Pick Sept 8/14. Down 1.87%.) Enbridge Inc. 4.40% Series 11.


Price: $23.900
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Enbridge Inc
ENB.PR.Y-T
Randy LeClair

This company is a very large part of the preferred share market in Canada, roughly about 10% of the market. Enbridge Inc has done a “drop down” procedure that a lot of energy companies are doing right now. They took about $17 billion in assets and dropped them down to their subsidiary income fund. This caught investors and credit rating agencies by surprise. The assets don’t go away. Right now there seems to be a little bit of risk as to whether they will continue this procedure, but he thinks they are fine and the company is going to recover.


Price: $22.020
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Yes
2015-01-23 HOLD Enbridge Income Fund Holdings
ENF-T
Jaime Carrasco

Really likes management and feels safe with the dividend payment. Within the solid blue-chip payers, this is one of those that you should Hold and use other sectors to add if you get any kind of a pullback.


Price: $42.990
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 PARTIAL SELL Franco-Nevada Corp.
FNV-T
Jaime Carrasco

This is a “streamer”, which is why it has outperformed the gold stocks. A good solid company. He would rotate some money out of this and put it in the producers, because when we get the cycle of gold prices moving higher, you are going to get a greater leverage out of producers.


Price: $67.910
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Fortis Inc.
FTS-T
Jaime Carrasco

One of those solid utilities where there isn’t much to worry about. This is a steady grower. He would add this to a conservative portfolio, but because the dividend is lower he prefers something with a higher dividend. His company has this as a Sector Outperform with a $40 target.


Price: $40.780
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-01-23 COMMENT Goldcorp Inc
G-T
Jaime Carrasco

Gold stocks have been outperforming since September. The current pullback is because we have hit $1300, which is a very important technical point. Cost of production is coming down for this company and all the producers. This had a 50% increase in production output and a 6% decline in cost of production. Going forward, this is going to be very good for the bottom line. His company’s target is $29 US.


Price: $29.720
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 PAST TOP PICK Great-West Lifeco
GWO.PR.S-T
Randy LeClair

(A Top Pick Sept 8/14. Up 4.73%.) Great West Lifeco 5.25% Series S.


Price: $26.060
Subject: BONDS & PREFERRED SHARES
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Keyera Corp
KEY-T
Jaime Carrasco

Veresen (VSN-T) or Keyera (KEY-T)? Veresen has a higher dividend yield, while this has better execution. To him it is all about adding production. They are building an LNG plant south of BC. While a lot of projects have been cancelled, they are going ahead with theirs.


Price: $78.750
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Unknown
2015-01-23 HOLD Pengrowth Energy
PGF-T
Jaime Carrasco

This is one of those companies that is managing through the storm. He feels good about the dividend right now. His company has it is a Sector Outperform with a target of $6.


Price: $3.380
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 HOLD Pacific Rubiales Energy Corp.
PRE-T
Jaime Carrasco

Would recommend you sell this, because the biggest risk is that their licenses in Columbia are coming due and they will lose a lot of their properties. If you want to hold oil, switch to another company.


Price: $3.770
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Unknown
2015-01-23 SELL Penn West Petroleum
PWT-T
Jaime Carrasco

Because of debt, he would not be holding this. The biggest risks are crude oil and natural gas prices and a drilling success. He prefers the companies with the least amount of debt and with a low cost of production.


Price: $1.900
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-01-23 TOP PICK RESASS Services
RSS-CN
Jaime Carrasco

This is going to be the high-tech story in Canada. They developed a platform for real estate agents and have over 300,000 users now. The only problem with it was that it was not trading in the US, but it has now started trading there. Now a global operation. It’s illiquid.


Price: $3.430
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 HOLD Sherritt International Corp.
S-T
Jaime Carrasco

His company has it with a sector outperform, but with a high level of risk. Target of $4 in 12 months. He hasn’t had any base metals for a while. Nickel prices are going to be in check because of the rise of the US$.


Price: $2.150
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: No
2015-01-23 PAST TOP PICK Silver Standard Resources Inc.
SSO-T
Jaime Carrasco

(A Top Pick Jan 24/14. Down 11.04%.) He really likes this story. 80% of silver production comes from a by-product from copper mines and from mines that are really shutting down. Pure silver plays are rare. Located in Argentina which is probably why the price has been hurt a little more, but it hasn’t hurt them in continuing to get money for further development in their Mexican and Peruvian mines.


Price: $7.970
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Transalta Corp
TA-T
Jaime Carrasco

His company has this, is a Sector Outperform with medium risk and a $14 target. The issue is that they own the Transalta renewables, and there is a little bit of unknown as to how the transition between the 2 companies, as it passed through some of the earnings. He feels good with the dividend and holds it for the yield. Would be looking to add at some point.


Price: $11.020
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 COMMENT Veresen Inc
VSN-T
Jaime Carrasco

Veresen (VSN-T) or Keyera (KEY-T)? He likes this one because it has a higher dividend yield while Keyera has a lower dividend, but better execution.


Price: $17.100
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Unknown
2015-01-23 PAST TOP PICK Whitecap Resources
WCP-T
Jaime Carrasco

(A Top Pick Jan 24/14. Up 0.55%.) Has cut back on this one, but still holds some. He is waiting to add to this one later. Yield of 6.6%.


Price: $11.400
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-23 SELL Yamana Gold Inc.
YRI-T
Jaime Carrasco

Every time he looks at this one, he ends up with Agnico Eagle (AEM-T), so if you are looking to add to your holdings, he would add it to Agnico before he would look at this.


Price: $5.100
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Unknown
2015-01-22 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Markets.  Markets are always fooling us.  This one is different in that we have the background of the significant fall in oil prices and with virtually no inflation.  There are a whole lot of different problems going on out there.  The world has changed in the last few years.  He is keeping his powder dry right now.  Europe is finally doing their QE and that should be positive.  He is looking at companies that trade into Europe.  Exports should be cheaper after the point and half drop in the Euro.  He thinks we have seen the bottom in oil.  The oil supply side is adjusting in Canada.  He thinks there will be an upper kick in terms of demand in the future.  At the moment you can buy oil and store it for 6 months and make money.


Price: $0.020
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: _N/A
2015-01-22 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Economy. The European Central Bank finally pulled the trigger on quantitative easing. If they had not done this, it would have affected the markets quite negatively. The markets went up on the news and was a little more than what he had expected. This will help the ECB from slipping back into a recession later this year. If they hadn’t done anything that could have caused a ripple effect, it could have landed on this side of the ocean.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: _N/A
2015-01-22 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Markets. We have gone from a complacent and dormant situation with volatility, back to a more normalized type of market. Last year the VIX Index was about a 14 on average. The 10 year average is closer to 20, and we have seen that level a couple of times already this year, and it has moved beyond that. Thinks volatility will definitely normalize. It will be a little greater this year as we deal with higher interest rates potentially down the road with the feds and with geopolitical pressures, as well as what is going to happen overseas with Europe and China.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: _N/A
2015-01-22 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Energy. His energy exposure today is about 3%-4%, the same as it was 6 months ago. He would look to take advantage of the lower prices at some point. Doesn’t see any major catalyst for energy prices or energy costs to rebound in the very near term, but feels that in the back half of the year, as supply conditions tighten a little bit, that is where you might see a catalyst for oil and oil stocks to start rebounding a little. Energy is the wildcard for Canada in the back half of the year.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: _N/A
2015-01-22 HOLD Agrium
AGU-T
David Cockfield

Has been moving quite smartly recently.  The bump up is that they are buying shares and raised their objective in terms of distributions to shareholders.  The stock is moving on positive news.  He is concerned about the market for fertilizer, which depends on natural gas.  Nat Gas prices have gone down unexpectedly so this means lower production costs.  So as a result he has been quite bullish on the stock.  You might want to let it come back and test recent lows.  Maybe they would split and that would be positive as well.


Price: $132.860
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 BUY Altagas Ltd
ALA-T
David Cockfield

He feels the dividend is quite safe.  It is more of a utility.  It is focused pretty well just in Alberta and if you think they are going into a period of lower growth than it may not be positive.  ALA-T is a well run company. 


Price: $42.320
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
2015-01-22 DON'T BUY BlackBerry
BB-T
Stan Wong

They still have negative earnings, so it can’t be in his portfolio with negative earnings. He doesn’t see this turning in their favour. This is not a stock that he would own at this point.


Price: $13.060
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: No
2015-01-22 COMMENT BCE Inc.
BCE-T
Stan Wong

This has done extremely well. You are getting a great dividend at 4.2%, which is expected to grow probably by 5% a year. Valuations are somewhat stretched in the telco space in general. However, in Canada we are looking at yields that are falling in terms of government yields and interest rates, which only makes names like this much more attractive.


Price: $58.650
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Yes
2015-01-22 TOP PICK Blackrock Inc.
BLK-N
Stan Wong

Money manager, managing $4.6 trillion, $1 million which is in ETF’s. Holds a very enviable position in that fast-growing passive investing space, through the iShares franchise. Also, very strong in the fixed income business, which will attract assets given the aging demographics. 17X forward PE. Long-term growth is probably 10%-12%. Yield of 2.42% with probably a 10% growth rate.


Price: $360.790
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Yes
2015-01-22 COMMENT iShares Equal Weight Bank & Lifeco ETF
CEW-T
Stan Wong

Thinks Canada may get on the path of lowering short-term interest rates and you’ll see the long-term rates come down based on the sluggish expectations of the Canadian economy. This ETF is basically a basket of Canadian banks and insurance companies. You are paying about 60 basis points for this one. It gives you a pretty broad base. Long-term he thinks you will do well.


Price: $9.770
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Unknown
2015-01-22 DON'T BUY Canaccord Financial Inc
CF-T
David Cockfield

Largest free broker left in Canada.  Times are not good for independent brokers because of problems in the oil sector where it is hard to do new issues.  The yield is okay.  You are better in a bank or insurance company, however.


Price: $6.320
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
2015-01-22 PAST TOP PICK Cineplex Inc
CGX-T
David Cockfield

(Top Pick Jan 22/14, Up 10.53%) It is reasonably priced right now. 


Price: $44.930
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 BUY Canadian Imperial Bank of Commerce
CM-T
David Cockfield

They have all been hit.  Perhaps it was margin calls.  He has solid positions in the bank stocks.  They are all in reasonable buying ranges.  They aren’t focused particularly in Alberta.  Don’t worry about it.  Dividends are safe.


Price: $93.000
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 DON'T BUY Canadian Oil Sands
COS-T
David Cockfield

He is not a fan.  He used to hold it, but they seemed to be into a type of operation that is going out of style.  He prefers pumping steam down to get your heavy oil up.  His capital requirements raises questions about ongoing cash flow and maintaining a reasonable dividend.  The oil sands in general are a little on the edge in terms of cost containment.  He steers away from totally oil sands focused opportunities.


Price: $7.710
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2015-01-22 HOLD Crescent Point Energy Corp
CPG-T
David Cockfield

Company has dug in its heels and said it will maintain its dividend.  A fair amount of this and next year’s production is pre-sold.  If pricing stays where it is for another 3 to 4 months he might start to worry about the dividend.  He is not selling, but watching it closely.  It is one of the best managed oil companies.


Price: $29.100
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 COMMENT Crescent Point Energy Corp
CPG-T
Stan Wong

A higher-quality name. Have announced they are not going to decrease their dividend for the time being. Right now you are getting about a 9.5% dividend.


Price: $29.100
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Yes
2015-01-22 COMMENT Cenovus Energy
CVE-T
Stan Wong

Some of the higher-quality and more liquid names in the energy space, such as this, one make sense. He is not sure where the immediate catalyst for this stock and energy are in the near term, but as supply conditions tighten a bit energy prices will start to move.


Price: $24.460
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Unknown
2015-01-22 COMMENT CVS Health
CVS-N
Stan Wong

100% of revenues come from the domestic US market. This gives a decent dividend of 1.4%. The stock just keeps moving up. Excellent execution on the part of management. Pretty decently valued at 19X earnings for a 14% growth. One of the cheaper names in the consumer staples space. He likes this name.


Price: $100.280
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Yes
2015-01-22 HOLD Walt Disney
DIS-N
Stan Wong

Near all-time highs, but technically it is not overbought. This is a name you want to continue to hold. He can’t think of another media name that has this excellent multi-platform strategy. Valuations are pretty fair for the premier type of name you are getting. There are some catalysts with Star Wars coming out later this year.


Price: $95.150
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Yes
2015-01-22 COMMENT Dollar Tree
DLTR-Q
Stan Wong

Shareholders have agreed to a takeover by Family Dollar Stores (FDO-N). This makes the company more attractive as it has the synergies happening and a bigger footprint The average American has $900-$1000 more of disposable income. These types of stores will be beneficiaries of lower energy prices.


Price: $70.250
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: No
2015-01-22 BUY Enbridge
ENB-T
David Cockfield

He has significant holdings in the pipeline sector.  Sees continuing growth there.  There is enough demand for transportation.  It is not going to be affected by oil prices intermediate term.  One of the better managed pipelines.  The dividend looks safe and he expects increases in the future. 


Price: $61.400
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 HOLD FedEx
FDX-N
Stan Wong

A fine name to own. In the packaging/shipping space and will do well. Gasoline prices are dropping in the US. You are paying 18X earnings for stock that will probably grow EPS at 15%. The only concern he has is that 28% of its revenues still comes from overseas. With the US$ going up, that is a bit of a headwind.


Price: $181.400
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: No
2015-01-22 HOLD Freehold Royalties
FRU-T
David Cockfield

The dividend was cut recently.  He likes the stock.  It has long term value and is a long term hold.  As soon as we see improvement in the price of oil the dividend should be re-instated. 


Price: $16.930
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 HOLD Goldcorp Inc
G-T
David Cockfield

One of the best run gold companies in Canada.  He is holding it in accounts where he does not want to trigger capital gains.  He is very neutral on gold itself until we see signs of inflation.  Gold has shown some signs of life partly because of people in weak currencies who want to park their money in gold.  If you do want a gold holding this one is okay.


Price: $30.030
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 PAST TOP PICK General Electric
GE-N
Stan Wong

(A Top Pick Feb 13/14. Down 1.28%.) His Canadian clients are still up 13% because of the currency. Thinks this company will continue to do well with a couple of longer-term trends. The general market improvement will help them along with global demand for longer-term infrastructure types of businesses. They are simplifying their businesses and getting out of some that they shouldn’t be in. Sticking to more of their core industrial operations. Dividend of 3.75% will be increased.


Price: $24.280
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Yes
2015-01-22 WEAK BUY CGI Group (A)
GIB.A-T
David Cockfield

This one has done quite well.  It is a competitive player in their sector.  They are a little faster on their feet.  They are almost an economy stock.  They are a little riskier than other financials so they should not take up a major position.


Price: $48.000
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
Showing 61 to 120 of 136,392 entries