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

Recent Opinions

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Date Signal Company Expert Opinion Price
2016-04-28 BUY Logistec Corp
LGT.B-T
Michael Smedley

(Market Call Minute) Brilliantly run.


Price: $41.850
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-04-28 BUY Lithium X Energy Corp
LIX-X
Michael Smedley

Lithium is the flavour of the moment.  Rare earths had a run about 7 years ago.  The big battery thing is behind lithium now.  There is a stronger fundamental case for it.  The run is not necessarily done.


Price: $1.940
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-04-28 TOP PICK Manulife Financial
MFC-T
Bruce Campbell (1)

This has pulled back, a lot like US banks. Lifecos are all exposed to interest rates, and get squeezed when rates don’t go up. This has a lot of growth in Asia that is kind of non-interest rate exposed. They also have John Hancock in the US. He is showing 9X earnings and a discount to Book forward, which is as cheap as these things get. It will go back to $21-$22. Dividend yield of 4.03%.


Price: $18.380
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2016-04-28 HOLD Mountain Province Diamonds Inc.
MPV-T
Michael Smedley

It will probably march on and should not have any problems reaching production.


Price: $5.390
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-04-28 PAST TOP PICK Milestone Apartment REIT
MST.UN-T
Michael Smedley

(Top Pick May 11/15, Up 31.13%) Very astute Americans running middle class housing.  They are very good at what they do and you should continue holding it.  You buy it for distribution as well as appreciation.


Price: $17.200
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-04-28 BUY Northern Dynasty Minerals Ltd
NDM-T
Michael Smedley

Nothing is happening short term.  Longer term they will probably be fabulous.  He thinks it will get into operation eventually.


Price: $0.500
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-04-28 BUY New Flyer Industries Inc.
NFI-T
Michael Smedley

It is a bit of a sidelong stock as no one has taken a great deal of notice of this stock.  He feels it is still very much recommended as a small cap stock.


Price: $36.570
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-04-28 HOLD NexGen Energy
NXE-X
Michael Smedley

It has been brilliant.  Its discoveries of Uranium below the water have been quite phenomenal.  The price is justified and they keep reporting brilliant results.  It will keep going.


Price: $2.190
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-04-28 HOLD Patient Home Monitoring
PHM-X
Michael Smedley

It is his most favoured of the new age medical services companies.  They had one or two hiccups, but they still trade very heavily.  He does not know of anything wrong with it or why it does not get a bit better. 


Price: $0.295
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-04-28 HOLD Potash Corp of Saskatchewan
POT-T
Michael Smedley

(Market Call Minute) Long term it will be okay; be patient.


Price: $22.170
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2016-04-28 COMMENT Potash Corp of Saskatchewan
POT-T
Bruce Campbell (1)

$20-$20.50 a decent entry point? Is the dividend sustainable? They warned for the year after today’s close, so the stock is going down in the morning for sure. You might get your $20.50. Unless there is a further deterioration in potash prices, the dividend is probably okay, but not certain. They could decide to cut it to preserve cash. If so, he thinks the stock would go to $18-$19. Feels there is still another poor year coming and a bunch of risks, so not something he would own.


Price: $22.170
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2016-04-28 COMMENT Paramount Resources
POU-T
Bruce Campbell (1)

Very gassy, but it is wet gas, so they have some cash flow that goes up and down with oil prices. Well-managed. It will have its time again. If he is right and there is a $4-$5 pullback, this will probably pull back to $7, which would be a better entry point. (He owns the bonds.)


Price: $9.380
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2016-04-28 COMMENT Pembina Pipeline Corp
PPL-T
Bruce Campbell (1)

They bought all the processing and gathering assets and plants from Paramount, and did a financing to help pay for it. (He bought the financing at $34.) Coming off a restriction, Bay Street analysts are starting to put out Buy reports with $44-$46 targets, which is what is driving the stock higher. It could go back $1 or $2 if oil goes back to $40. If it did, this would be a Buy at $36.


Price: $37.970
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2016-04-28 TOP PICK Pretium Resources
PVG-T
Michael Smedley

He has held it for a long time.  This week it had fabulous grades.  It will be into production towards the end of next year. 


Price: $9.830
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-04-28 HOLD Shaw Communication (B)
SJR.B-T
Bruce Campbell (1)

(Market Call Minute.) There has been a change here with the acquisition, so it looks a little better than it did, but not cheap.


Price: $23.450
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2016-04-28 COMMENT Student Transport of America Ltd.
STB-T
Bruce Campbell (1)

This is really a yield play without much growth. Had a nice recovery with the market, and then rolled over a bit. As long as you are happy with a yield, don’t expect much growth from it. Dividend yield of 8.8%. A little expensive.


Price: $6.270
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2016-04-28 COMMENT Telus Corp
T-T
Bruce Campbell (1)

Like a lot of utilities, pipelines and telecoms, there is not a lot of growth. All of them have done a really good job of squeezing out whatever growth there is, and now there is a little bit of fight on the phone side and cable TV. This has the most Alberta exposure, which is why it has been weak. Longer-term, this one is the best bet.


Price: $39.690
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2016-04-28 COMMENT Teck Resources Ltd. (B)
TCK.B-T
Bruce Campbell (1)

They were talking about how great it was that they got their costs on coal down to $85-$87, and spot has moved up to just about $100, but there is a junior US company that have their costs down to $60. Teck is probably ahead of itself. If you are a short term investor, he would sell this and try to buy it back cheaper.


Price: $14.020
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: No
2016-04-28 COMMENT Toronto Dominion
TD-T
Bruce Campbell (1)

Sell to get into a stock that has more growth? He likes this bank. A good, long term holding. You get 50% US, which is a little better growth. They are good operators. Dividend yield of 4% and it is going to grow. If this has become more than 7%-8% of your portfolio, he would consider selling it for diversification. Choices that are similar are all a little more expensive than the banks. (See Top Picks.)


Price: $55.600
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Yes
2016-04-28 BUY Tahoe Resources
THO-T
Michael Smedley

It is going to go up substantially from here.


Price: $16.910
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-04-28 BUY on WEAKNESS West Fraser Timber
WFT-T
Bruce Campbell (1)

(Market Call Minute.) Lumber stocks have lagged a little, and with US housing looking better, he would say this is a Buy on weakness.


Price: $39.880
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2016-04-28 BUY Goldmoney Inc
XAU-T
Michael Smedley

They have an ingenious system where you can store gold with them and attach a credit card to it.  250k registered people.  He does not know if it will attract money laundering activities.


Price: $4.320
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 N/A A Comment -- General Comments From an Expert
A Commentary
Fabrice Taylor

Market. The market seems to be a little bit better, but he doesn’t know why. The economy doesn’t seem better. Thinks people are accepting that interest rates are not going to move. Lower interest rates mean higher stock prices. Oil prices are coming back a little, and there are a few green shoots in mining. The stock market leads the economy, and we are seeing fundraising happening in Junior mining. A bullish sign if the market is right.


Price: $0.020
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: _N/A
2016-04-27 N/A A Comment -- General Comments From an Expert
A Commentary
Mike S. Newton, CIM FCSI

Economy. The Fed came out with no changes to the overnight rate. The market sold off and the dollar skyrocketed, and then that was all reversed. US is really paying quite a bit more attention to global growth now. The labour market has improved, which is the signal the market has been looking for in the last 6-9 months, so let’s get on with the rate hikes. Thinks they are feeling that global growth is not quite where it needs to be, so that a stronger US$ would not do anybody any good and are trying to keep the US$ in check. This is working very well for Canadian investors as our dollar has rallied, energy has rallied, commodities have rallied. As a result, we have to be a little bit careful. The US$ might be being held down by the Fed, and the Fed alone. There could be a snap back on the other side. To him there is no doubt that the Cdn$ hits $.80 and finds resistance there. The US$ is actually breaking out of a 20-year trend, so we have to step back a little. A lot of people were really upset when they didn’t have enough US exposure last year. That has now turned upside down. Some people that made a move too quickly into the US last year, are getting their head handed to them. Anybody who stayed in Canada and ignored the noise is probably having a pretty good year. Would recommend people to stay diversified between the 2 currencies. There are lots of great opportunities in both currencies.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-04-27 PAST TOP PICK Air Canada (B)
AC-T
Fabrice Taylor

(A Top Pick June 2/15. Down 40.06%.) Quote: In retrospect, this was my foolish attempt to outsmart the market. -This has a dominant position in this country and if you get the timing right, they can be great investments. Thinks there is too much weakness in the economy now.


Price: $8.370
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2016-04-27 TOP PICK AutoCanada Inc.
ACQ-T
Mike S. Newton, CIM FCSI

If you were to chart out oil prices against this name, you would see quite a bit of a correlation, because this is looked at as being a Western company. Thinks this is all baked into the price. Dividend yield of 4.69%, and the balance sheet is sufficient enough to cover that in the near term.


Price: $21.330
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-04-27 TOP PICK Adobe Systems
ADBE-Q
Mike S. Newton, CIM FCSI

An interesting discovery for him when he was looking for low volatility names. What attracted him was that they completely changed the way they distributed their business as a subscription model. This makes it much more affordable for smaller businesses and individuals, and also makes strides to eliminate the potential for pirated and illegal copies. Their most recent earnings were really surprisingly good, and the adoption rate was a very, very high.


Price: $95.640
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT Alimentation Couche-Tard (B)
ATD.B-T
Fabrice Taylor

Doesn’t know this particularly well, but does know that they did very well on gasoline. With gas prices low, he thinks it hurts the margins. If you own, find out to what extent the gasoline margins affect their earnings, and make your decisions from there.


Price: $52.660
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2016-04-27 COMMENT Alimentation Couche-Tard (B)
ATD.B-T
Mike S. Newton, CIM FCSI

There is some conversation about the dual class shares and their ability to move to a single class share. His first instinct last week was that this was a great buying opportunity, but was very surprised to see the shares down today. It is getting to his personal threshold, being big believer in using stop losses. Technically it has breached, meaning that anything below $53 implies it is going to hit $50. It might just be profit taking. Doesn’t see anything fundamentally wrong with the company.


Price: $52.660
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-04-27 DON'T BUY Avigilon Corp
AVO-T
Fabrice Taylor

The market hates a lot of things about the CEO. Has been a lot of turnover in the executive ranks. The product, high definition security cameras, seems to be good. What do you do when you have a CEO that doesn’t seem to care what everybody thinks? He would probably give this a pass.


Price: $16.300
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2016-04-27 COMMENT BlackBerry
BB-T
Mike S. Newton, CIM FCSI

Doing their best to turn this into a mobile enterprise juggernaut, which he doesn’t think is going to happen. Most of the monetization of this story is baked into the price. The street has been downgrading this during April. Not something that will ever be on his radar.


Price: $9.180
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2016-04-27 COMMENT Bombardier Inc (B)
BBD.B-T
Fabrice Taylor

This has never been a good business. It’s low margin, competitive, political, and on top of that you have the family that has dominated the company for so long and have made poor decisions. However, it has always been the traders dream. It can move quickly. As a trade there is probably some money to be made here. There is no way they are going to let this company go out of business.


Price: $2.010
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Unknown
2016-04-27 SELL Bombardier Inc (B)
BBD.B-T
Mike S. Newton, CIM FCSI

(Market call minute.) He wouldn’t own this one.


Price: $2.010
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2016-04-27 PAST TOP PICK CASH
CASH
Fabrice Taylor

(A Top Pick June 2/15.) He is still heavily, heavily weighted in cash, but less than he was. In a sideways market you always have to have cash in order to pounce when opportunities arise.


Price: $0.010
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 TOP PICK Comcast Corp
CMCSA-Q
Mike S. Newton, CIM FCSI

Had great earnings last night and the stock popped. They continue to deliver incredibly good growth rates. The Universal Pictures division has a great slate of movies coming up. Has low volatility combined with a pretty good dividend of 1.79%. There was news that they might be trying to acquire DreamWorks for $3 billion, about 2% of Comcast’s market cap.


Price: $61.300
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-04-27 PAST TOP PICK Chipotle Mexican Grill
CMG-N
Mike S. Newton, CIM FCSI

(A Top Pick April 15/15. Down 38.43%.) Had owned this for quite a few years. Got stopped out during the E. coli outbreak, but still lost money on the trade.


Price: $417.220
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2016-04-27 COMMENT Canadian Pacific Rail
CP-T
Fabrice Taylor

Generally, buybacks are good for shareholders because they reduce shares outstanding. He would rather have a higher dividend, which would do better in this kind of a market environment.


Price: $183.230
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Unknown
2016-04-27 DON'T BUY Concordia Healthcare
CXR-T
Fabrice Taylor

Heard that a fund was kicking the tires to buy them out. It kind of makes sense, because they have cash flow. Also, they should be private, because they have things nobody wants to hear about. He would stay on the sidelines.


Price: $40.060
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2016-04-27 HOLD Concordia Healthcare
CXR-T
Mike S. Newton, CIM FCSI

The issue is that we had this great run alongside Valeant (VRX-T), and then went down in the concerns with the whole Valeant collapse. It became too much headline risk. The stock spiked Thursday on news that they may be doing something. He would be inclined to stay away at the moment.


Price: $40.060
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2016-04-27 SPECULATIVE BUY Convalo Health International Corp
CXV-X
Fabrice Taylor

He likes this. This is in the drug rehab space in the US. Since the government has mandated funding for these for insurance companies, there is a lot of tailwind for it. The stock has been volatile and controversial at times but the numbers, if they come in halfway right, should move the stock. High risk story, but lots of cash on the balance sheet.


Price: $0.305
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT DH Corporation
DH-T
Mike S. Newton, CIM FCSI

A re-popularized Fin Tech name (Financial Technology name), and has transformed itself into a pretty good digital company. Got clobbered today, so there was obviously a miss of some sort. In Canada it is pretty hard to find names that have a really nice yield.


Price: $33.700
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2016-04-27 TOP PICK Diversified Royalty Corp.
DIV-T
Fabrice Taylor

Owns Mr. Lube, Sutton Realty and Fran Works a restaurant group. Fran Works is heavily concentrated in Alberta, so sales are weak. It has driven the stock price down creating a 10% dividend yield. If oil prices continue to improve, even slowly, sentiment will improve. If investors in one year decide that they’ll accept an 8% dividend yield from the stock and the dividend doesn’t change, you are looking at a 35% upside. 10% on the yield and 25% on the stock. They are diversifying away from these 3 royalties. Dividend yield of 9.51%, and he would recommend the DRIP.


Price: $2.300
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT Empire Company (A)
EMP.A-T
Mike S. Newton, CIM FCSI

(Market call minute.) He would prefer Loblaw’s (L-T).


Price: $21.120
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-04-27 COMMENT Facebook
FB-Q
Fabrice Taylor

This is a dominant business in advertising, and he thinks that dominance is going to continue. They are smart people. The business is a very, very good one and well-managed. He doesn’t like buying high multiple stocks though, because the slightest little hiccup can send them tumbling. Trading at 34X forward earnings which is rich.


Price: $108.890
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2016-04-27 TOP PICK Fitbit Inc
FIT-N
Fabrice Taylor

A very, very interesting product. Fitness and wearables is a big thing. Trading at about 12X forward earnings. Not a low risk proposition, but they are making money and have $3 a share in cash. An interesting speculation.


Price: $17.880
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT General Motors Corporation
GM-N
Mike S. Newton, CIM FCSI

Has always shied away from the big manufacturers. Prefers to play this through Magna (MG-T). The big auto companies are not the kind of names he likes to be in. Very capital and labour intensive. Profit margins are really tough. (See Top Picks.)


Price: $32.160
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2016-04-27 BUY Alphabet Inc. (A)
GOOGL-Q
Mike S. Newton, CIM FCSI

The core of their business grew 20%, but it was a miss and disappointed. $.85 of every advertising dollar is going into Google or Facebook (FB-Q). Google is really not competing on any of the enterprise levels. They are really starting to monetize YouTube, which they acquired 10 years ago. The new CFO is very well respected on the financial side. P/E ratio is around 19. They are growing 19%-20% a year right now.


Price: $721.460
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-04-27 COMMENT Gold Standard Ventures
GSV-X
Fabrice Taylor

Have a very, very interesting land deposit in Nevada, and it is backed by some very big names. Good management team. Just made a small acquisition of a piece of land. He likes to always own gold, because you just never know when it is going to hit the fan. A good one to own if you are willing to take the risk of a non-producer. It is an exploratory play. Thinks it gets taken out in the next 12 months for more than $12. An interesting speculation.


Price: $1.530
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 TOP PICK Helius Medical Technologies
HSM-T
Fabrice Taylor

Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain injuries. They are in an FDA 3rd round right now. Results will probably be out in Q3. If results are positive, the stock will multiply, if not the stock is going to get crushed.


Price: $1.580
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 HOLD IBI Group
IBG-T
Fabrice Taylor

Used to be an income trust, and like a lot of income trusts it blew up. Too much debt and too many acquisitions. Started a turnaround program a couple of years ago. Thinks there is more to come and that it is an $8 stock in 2 years.


Price: $4.000
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT Intertape Polymer Group
ITP-T
Fabrice Taylor

A 40-year-old company that makes duct tape. Used to own this. It had a lot of inefficient plants and poor acquisitions. A new CEO came in and cleaned house. They have some new plants coming on in the US. It probably goes higher from here. 3.4% dividend yield.


Price: $19.930
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2016-04-27 PAST TOP PICK JP Morgan Chase & Co
JPM-N
Mike S. Newton, CIM FCSI

(A Top Pick April 15/15. Down 2.67%.) Had felt that we would be a few steps into some interest rate hikes. He is happy to own this. It is a great franchise.


Price: $64.110
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-04-27 BUY Loblaw Companies Ltd
L-T
Mike S. Newton, CIM FCSI

(Market call minute.) He would definitely want to accumulate this.


Price: $70.310
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-04-27 SPECULATIVE BUY Lithium X Energy Corp
LIX-X
Fabrice Taylor

Lithium has been an incredible story for the last 5-6 months, and this is probably the market leader in terms of capital appreciation. The thesis is that this is going to be the Go-To institutional name for lithium. Thinks the price increase is going to continue.


Price: $2.080
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 HOLD Inspira Financial Inc
LND-X
Fabrice Taylor

He would stay on the sidelines for now. The company is fairly new. They got into the business of lending to US doctors for working capital purposes, where insurance payments are getting smaller and taking longer to get paid. Found it wasn’t as easy as they had thought, so are fine-tuning their model. Until they figure it out, he wouldn’t buy it. Have lots of cash, so there are no worries of them going out of business.


Price: $0.600
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 HOLD Magna Int'l. (A)
MG-T
Fabrice Taylor

The numbers in the car industry look good. There is more pent-up demand. Car builders have had a very good run for the last couple of years, but the experts seem to think there is room for that to continue. That would imply that this company should be okay.


Price: $54.340
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2016-04-27 COMMENT Magna Int'l. (A)
MG-T
Mike S. Newton, CIM FCSI

The auto cycle slowdown, and the perception that this company does a lot in Europe, is what has contributed to the decline that started last August. The stock went from $72 down to $44, a very significant decline. His first Cdn$ purchase in the new year was this company. They got rid of their dual class structure in 2010, and ever since then it has traded at a modest discount to its peers. An incredibly well run business. Have a very strong balance sheet and lots of opportunity with lots of agreements ahead of them.


Price: $54.340
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT Microsoft
MSFT-Q
Fabrice Taylor

He likes this. For years and years, this lumbering beast, ineptly managed by the 2 founders, finally got wise and brought in a CEO who understands the Cloud. They have so much room to improve their margins and increase their cash flow, and they are doing it.


Price: $50.940
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT Neulion
NLN-T
Fabrice Taylor

This has had a good run. Has a technology that allows video on demand to work on the Internet. Have some very impressive clients. They lost NHL to major league baseball, which has its own in-house version. There have been a lot of acquisitions in the space. All the big players like Disney (DIS-N) who have these problems with cord cutting, want to have that technology in-house. There is a good shot these guys may get bought out. Have a massive cash position, something like $60 million.


Price: $1.390
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Yes
2016-04-27 COMMENT Potash Corp of Saskatchewan
POT-T
Mike S. Newton, CIM FCSI

Good long term hold? 10 years+? He would tend to think so, based on macro agricultural demand and population growth. They report tomorrow which should give you a little more information. Payout ratio is at about 140% of free cash flows, which is a big issue. Also, China is a big price setter when it comes to potash and nitrogen. China was giving smaller nitrogen players big discounts on electricity, and that is about to disappear, which will put a bit of a cramp on the supply coming out of China. Prefers Agrium (AGU-T) right now.


Price: $23.090
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
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