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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-29 COMMENT Long Run Exploration
LRE-T
Robert McWhirter

Doesn’t follow this one intimately, but it ranks 199, top one third of his database. Recent earnings were down 70% year-over-year. The coming quarter is supposed to snap back 36%. Looks like a reasonable opportunity with a two-year timeframe.


Price: $5.270
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Magna Int'l. (A)
MG-T
Robert McWhirter

Thinks there is great opportunity for this company. Ranks well in his Quant model. Earnings growth is forecast at 19% this year. 1.3% dividend yield.


Price: $123.280
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 BUY Norfolk Southern
NSC-N
Jennifer Radman

Looking at the industrial sector overall, rails are the place to be. Have been doing well with a lot of energy projects. From a valuation perspective, you are still good to own the shares.


Price: $107.000
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 TOP PICK Onex Corp
OCX-T
Jennifer Radman

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.


Price: $63.310
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 TOP PICK Parkland Fuel Corp
PKI-T
Jennifer Radman

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.


Price: $20.670
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 TOP PICK Prometic Life Sciences Inc.
PLI-T
Robert McWhirter

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.


Price: $1.480
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 TOP PICK Questor technology
QST-X
Robert McWhirter

Incinerators. There is an advantage from an environmental as well as a legislative viewpoint. Earnings were up 58%, and the cash flow was up 112%. Earnings are expected to grow really well. Thinks it will do really well over the coming 12 months.


Price: $4.320
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 COMMENT Route 1 Inc.
ROI-X
Robert McWhirter

It is like watching paint dry as it trades between $0.04 and $0.05. Has been profitable, which is very good for a small company. Their product is an equivalent of a memory stick i.e. you put it in your computer giving you access to your other computers anywhere in the world. The US government is continuing to roll the product out. Thinks there is testing going on in the UK with the banking community. If they were to sign a significant contract, there would be a dramatic improvement for their outlook.


Price: $0.035
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 HOLD Schlumberger Ltd.
SLB-N
Jennifer Radman

A lot of the energy services companies are going to do very well and this is a leader in the space. Feels this is a very long term trend in the development, especially in the US and Canada, which has very stable political jurisdictions.


Price: $109.640
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Stryker Corp.
SYK-N
Jennifer Radman

In valuations, they are at the lower end of the group. There are a few factors going on, more industry-specific. You would think there was a very good demand from an aging population, but you are also getting all the change within the industry, where there are larger buying groups. With the valuations where they are, this is okay, but you’re not getting a fabulous deal. Pretty good company and a pretty good stock to own. Trading at 17X forward earnings.


Price: $83.310
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT TransForce Inc.
TFI-T
Robert McWhirter

Ranks barely in the top quarter of his Quant model. Year over year earnings growth were up 27% in the coming quarter. 15.6X PE against the 21% earnings growth. Assuming that the economic outlook for 2015 continues to be robust, this looks like a reasonable bet.


Price: $27.990
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Trimel Pharmaceuticals
TRL-T
Robert McWhirter

Working on an application of testosterone. In the current method you have to be extremely careful using it. This is a nasal application. If successful, it will be beneficial. There seems to be a debate of testosterone supplementing for men, which seems to have died down a little. There will be a reasonable opportunity to get the results over the next 6 months. Lost $0.27 last year, which is improving to a loss of $0.11 this year. If they are successful, the stock could be quite significant. Very speculative.


Price: $0.470
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 PARTIAL SELL Twitter, Inc
TWTR-N
Jennifer Radman

This is a stock where there is a lot of speculation. You have good growth in users and a lot of that is reflected in the valuation. They haven’t actually made money yet. She prefers more established companies where they are going through a temporary challenge. This is not a stock that she would even look at. If you own, consider taking money off the table.


Price: $49.750
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 TOP PICK Varian Medical Systems
VAR-N
Jennifer Radman

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.


Price: $85.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 COMMENT Vecima Networks Inc.
VCM-T
Robert McWhirter

Has been long on promise and short on delivery until very recently. Looks like they are finally getting their act together. Ranks 19, top 3% of his database. Earnings growth was up 70% year-over-year. Earnings are expected to grow from $0.51-$0.62 in 2014. Pretty good opportunity for the stock.


Price: $8.450
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 BUY Verizon Communications
VZ-N
Jennifer Radman

Really likes this for the cash flow yield and the story where, if you look at companies and their peers in this space, they are very good at taking the money investors give them and making a return. They were a leader in 4G development and a lot of their competition has caught up, and she bought into the weakness because of their strong history of being the leader. Also, there is a lot of movement in the global telecoms space. If you look at the margins in the US for data, etc., versus those in Europe and other countries, there is some consolidation. Good defensive type stock. 4.3% dividend yield.


Price: $49.820
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 BUY Whirlpool Corp
WHR-N
Jennifer Radman

This screens well on the things that she looks for. There is a compelling valuation, a good balance sheet and good margins. With the improvements you are seeing in the US and people spending, this is a pretty good name to own.


Price: $153.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 WATCH Yum! Brands
YUM-N
Jennifer Radman

The thing to watch out for on this is speculation that they might get involved in the whole Burger King/Tim Hortons thing from a tax perspective. You might get the shares bid up a little bit on speculation, and she usually stays away from these scenarios.


Price: $72.430
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price: $0.020
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: _N/A
2014-08-28 WEAK BUY A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price: $0.020
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 SELL Apple
AAPL-Q
Darren Sissons

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 


Price: $102.250
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 PAST TOP PICK Apple
AAPL-Q
Don Lato

(A Top Pick Aug 26/13. Up 45.52%.) Thinks Sept 9 is going to be a big deal. We are going to see some new products and are also going to see a new business or two. Thinks they still have the brightest and best research department in all of technology. Had more cash allocated to research over the last 2-3 years. If you don’t own, he would buy half now and half after Sept 9th.


Price: $102.250
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 SELL AutoCanada Inc.
ACQ-T
Don Lato

Reported their earnings about 2-3 weeks ago which were a little disappointing. This has been a great performer over the last couple of years. One concern is what they are paying for their new businesses. They might be pushing the envelope a little bit too hard. The low hanging fruit has already been taken. In a rollup model you have to keep that momentum going, so you might end up taking your eye off the valuation a little. He passed on this one.


Price: $66.700
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 WEAK BUY Bank of America
BAC-N
Darren Sissons

As they make more profit, the government will continue to take a little bit of money off them.  A change in government might change that.  These big money center banks will continue to grow.  Get the US banks on the downside and ride them up.  This one is a bit risky for him, however.


Price: $16.010
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 BUY Bank of America
BAC-N
Don Lato

The outlook for this is fairly positive. They have had everything but the kitchen sink thrown at them, in terms of fines and penalties and recovery of the financial crisis several years ago. Trading at 10-11 times earnings and paying a fairly decent yield. He prefers the Canadian banks.


Price: $16.010
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 TOP PICK BB&T Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.


Price: $37.180
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 TOP PICK BP PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.


Price: $47.920
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 DON'T BUY Blackstone Group LP
BX-N
Darren Sissons

He would avoid it due to the structure.  (See KKR-N today)


Price: $33.340
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 COMMENT Canadian Imperial Bank of Commerce
CM-T
Don Lato

Is it more desirable to buy a stock directly before or after a stock split? It really doesn’t matter. If you buy it before the split, chances are you are probably going to pay a smaller commission because you are buying fewer shares. As far as he is concerned, he would be buying a business, and it would be valued the same as it was before a stock split.


Price: $103.230
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 PAST TOP PICK Canadian Natural Rsrcs
CNQ-T
Don Lato

(A Top Pick Aug 26/13. Up 51.67%.) Spent a good part of 2013 in the penalty box. A very, very well-managed company. Diversified across natural gas, heavy oil and light oil. Growing dividend and growing production. This is still a Buy at current levels.


Price: $46.720
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Cequence Energy Ltd.
CQE-T
Don Lato

Sold off from about $3 early in the spring. Came down initially with some of the natural gas stocks coming off on lower natural gas prices. However, they also had a couple production hiccups as well. Have focused their efforts on the Montney. Trading at just over 4X cash flow. This has big potential.


Price: $2.310
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 DON'T BUY Deutsche Bank AG
DB-N
Darren Sissons

They have had a number of challenges.  He does not think the EU banks had received direct injection of funds.  The UK offers better opportunities.  Be careful on continental Europe.


Price: $34.400
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 WATCH Diageo PLC
DEO-N
Darren Sissons

Growth by acquisition story.  Now he asks, what is left to buy.  It will become more of an organic story going forward.  Once the market has digested that and once they pay down debt, there may be room to raise the dividend.


Price: $119.390
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 BUY Dick's Sporting Goods
DKS-N
Don Lato

Still likes this. Had a mishap, which was largely golf related. Have taken some pretty drastic steps in curtailing the floor space allocated to golf and let go of a lot of their golf professionals in the stores. This was unfortunate as the rest of the business performed extremely well last quarter. They still had positive earnings and positive same-store sales. Trading at around 15-16 times earnings. Very well-managed company.


Price: $45.220
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 COMMENT Dollarama Inc.
DOL-T
Don Lato

This company has a great outlook. He has been watching and watching this one, but has not been able to pull the trigger on it. Always seemed a little bit expensive, but they keep surprising him and the earnings keep growing very, very nicely. He would like to be able to buy it at 15-16 times earnings.


Price: $93.600
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 DON'T BUY Element Financial
EFN-T
Don Lato

He has a policy that if he has been burned by management in the past, he tends to stay away from those companies. It has done well. This is a bit of a roll up strategy, where they keep buying in smaller leasing companies. Easy money has been made in this and growth prospects are fairly muted from this point on.


Price: $13.990
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 HOLD Gilead Sciences Inc.
GILD-Q
Don Lato

Just added this to his portfolio during the dip in April-May. The main catalyst for the move on the stock has been the prescription numbers that come through on a drug called Solvaldi, which treats hepatitis C with a 96% cure rate. Trading at a ridiculously low multiple of about 12-13 times next year’s earnings.


Price: $107.510
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 COMMENT Corning Inc
GLW-N
Don Lato

A very solid company. They make Gorrilla glass. One of his concerns is the Sapphire Surfaces, but he doesn’t think the Sapphire Surface is going to be in the iPhone as it is expensive.


Price: $20.570
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Google
GOOGL-Q
Don Lato

Next to Apple (AAPL-Q), this is his biggest weighting in technology. These are brilliant guys. They diversified the core business into other ancillary businesses. They spend a lot of money on R&D. Some of that has yet to come to fruition. The basic search engine is going to drive it for years to come. Trading at around 18-19 times earnings, which is a very reasonable multiple to pay for the growth that it has.


Price: $580.320
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Goldman Sachs
GS-N
Don Lato

This is not a pure bank, but is an investment bank. Got tarred and feathered in the 08-09 crises. Was trading at that time at about 2X BV. Currently trading at about 1.1-1.2 times Book Value and is pretty attractive.


Price: $177.650
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Hi-Crush Partners LP
HCLP-N
Don Lato

This has been one of the big winners for his portfolio. They mine fracing sand in Wisconsin. This is a limited partnership, so it pays out at fairly high distribution of cash. There are some issues for Canadians owning US limited partnerships with respect to withholding tax. Still lots of growth ahead. Trading at about 15X next year’s earnings. Increased their distribution each year for the past 2 years. 3.5% dividend yield.


Price: $65.940
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 PAST TOP PICK HSBC Holdings P L C
HSBC-N
Darren Sissons

(Top Pick Sep 11/13, Up 1.85%)   European banks look good here and he is buying this one for clients.


Price: $53.900
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 WAIT IBM
IBM-N
Darren Sissons

Did very well during the recession.  You are starting now to see a difference between old-tech and new-tech.  IBM will benefit from a recovering global economy.  If you get this at the correct price you can hold it multi-year and get growth and dividend.


Price: $192.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 DON'T BUY Just Energy Group
JE-T
Don Lato

He would be concerned about the dividend, which is well in excess of 12%. The business has gotten much, much more difficult. There is a lot more scrutiny in what they do on door-to-door selling. Prospects for growth are questionable along with some accounting questions.


Price: $6.500
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 HOLD Johnson & Johnson
JNJ-N
Don Lato

Looks at this as a good long-term hold. Thinks the pharmaceutical industry still has a lot of growth ahead of it. This is one of the better growers because of the diversity of products, pharmaceuticals, consumer products and medical equipment devices. Trading at 17X earnings. 2.7% dividend yield.


Price: $102.950
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 DON'T BUY KKR & Co. LP
KKR-N
Darren Sissons

The presumption is that it is a safe dividend.  But they are building upon multiple fund raises and often the house is paid first.  The ability to maintain the dividend is based on their ability to raise funds.  He would pass on it based on the structure.


Price: $23.390
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 TOP PICK Littelfuse Inc.
LFUS-Q
Don Lato

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.


Price: $91.980
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 DON'T BUY Manulife Financial
MFC-T
Darren Sissons

Before the recession they were going to take over the world.  Then they got into trouble and had to cut the dividend.  They remain in the penalty box.  Now rising interest and equity markets are not going to have as much effect on the valuation.  Prefers SLF-T.  There is more upside to banks outside of Canada.


Price: $21.910
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 BUY Manulife Financial
MFC-T
Don Lato

Has performed pretty well over the last 18 months and still has a fairly nice yield. Just bumped the dividend last quarter. Trading at a pretty reasonable multiple. This would be a benefactor of higher interest rates. Likes their international exposure. 2.8% dividend yield.


Price: $21.910
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Morgan Stanley
MS-N
Darren Sissons

Has no idea where they are going short term.  The US banking segment is currently on sale because interest rates are at such low levels.  Over the longer term, higher interest rates will benefit them.  It is a story of debt trading through to equity trading. 


Price: $34.060
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 HOLD New Flyer Industries Inc.
NFI-T
Don Lato

This is a business that did have a little bit of problems 2 or 3 years ago when some of the orders dried-up in the municipalities that buys the transportation buses from them. The problem seems to have been put in the rear view mirror. Recently announced a small addition to their bus production. There is a huge backlog on this company. Over time the margins have improved a little, but they still have a ways to go. As they get more confidence and firm orders, there is still room for production growth increases. Solid yield which is well covered.


Price: $13.500
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 DON'T BUY Netflix Inc.
NFLX-Q
Don Lato

Sort of like Twitter (TWTR-N), but a little bit closer to having a place in his portfolio, but the multiple is a little too high for his liking. Trading at 104X forward earnings. PE to Growth ratio is 3.8%. He has to have a maximum of 2%, but ideally he likes to look at something between 1% and 1.5%.


Price: $475.210
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 PAST TOP PICK Prudential PLC
PUK-N
Darren Sissons

(Top Pick Sep 11/13, Up 33.03%) He would cut back because it is overweight.


Price: $47.850
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 TOP PICK Parex Resources Inc.
PXT-T
Don Lato

Had a little bit of a selloff in the last 6 weeks or so and is down about 10% from its highs. Part of that he thinks is related to the fact that they have called in their convertible debenture. Trading at about 4X cash flow. A Colombian oil/gas play. Had extremely great success in growing their production. Exited 2013 with under 16,000 barrels a day and that number will be 27,000 this year.


Price: $13.950
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 DON'T BUY Seadrill Ltd.
SDRL-N
Darren Sissons

Off shore oil drilling.  Last year the oil majors had trouble making profits despite the high price of oil.  They cut back on a lot of exploration plans.  Prefers a manufacturer to a contractor.  KPELY on the pink slips, for example.


Price: $36.900
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 COMMENT Student Transport of America Ltd.
STB-T
Don Lato

Very good company. Doesn’t think there is a lot of huge growth potential, but thinks the dividend is very sustainable. A very stable business model.


Price: $7.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 PAST TOP PICK Statoil ASA
STO-N
Darren Sissons

(Top Pick Sep 11/13, Up 32.01%) Has become more of a pure play story.  Likes it here.  4% dividend.


Price: $28.460
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 BUY Teck Resources Ltd. (B)
TCK.B-T
Darren Sissons

Thinks the story on China is that it will continue to grow.  He likes this one.  It has not been taken out because of the dual class share structure.  He thinks you are seeing the light at the end of the tunnel on this one.  We need to see a bit better of a global economy.  This is a longer term story.


Price: $24.670
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
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