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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
2015-07-27 BUY Canadian National R.R.
CNR-T
Bruce Campbell (1)

Likes this company and recently bought some. For the first time in years, you can buy this at a discount to the market multiple. A good, safe way to have some North American industrial. More of a north-south railway and Canadian Pacific (CP-T), so you get more exposure. Really good operating ratio.


Price: $78.530
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 DON'T BUY Canadian Oil Sands
COS-T
Bruce Campbell (1)

Has never liked this. You can buy this through buying Suncor (SU-T). This is a one trick pony, Syncrude. They don’t control it. They’ve had to lower the dividend a few times.


Price: $7.010
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 HOLD Crescent Point Energy Corp
CPG-T
Bruce Campbell (1)

(Market Call Minute.) Dividend yield is now 14.7%. A Hold and maybe even a Buy at this level. They have hedges on through next year, so would only have to cut the dividend if oil stays at $45 for 18 months.


Price: $18.750
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 HOLD Crombie Real Estate Investment Trust
CRR.UN-T
Derek Warren

He has been watching it.  This earnings call they will be disclosing more about their development plans.  The properties could have so much more built onto them.  Definitely hold on to those shares.


Price: $12.350
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 TOP PICK CT Real Estate Invest Trust
CRT.UN-T
Derek Warren

He is leaning a bit defensive here.  Great real estate team.  This is a core name with him.  There are opportunities for growth.  It is a good, stable portfolio.  You get the income, but not the volatility.  They might add more retail to their properties.


Price: $12.230
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 PAST TOP PICK Chartwell Seniors Housing
CSH.UN-T
Derek Warren

(Top Pick Jul 15/14, Up 14.13%) They went too aggressively into the US.  A lot of US health care REITs have shown an interest in Canada.


Price: $11.520
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 SPECULATIVE BUY Dream Office REIT
D.UN-T
Derek Warren

He does now own it because of the negative pressure in Calgary office markets.  He thinks the market is pricing in more rent erosion than there is.  For the brave, there is a bit of an opportunity. 


Price: $23.560
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 DON'T BUY Dream Global REIT
DRG.UN-T
Derek Warren

He sold out 3 weeks ago and redeployed back in Canada because of valuation and to bring the money back home.


Price: $9.390
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 COMMENT Encana Corp
ECA-T
Bruce Campbell (1)

Gas has not mattered in this energy decline. In selling and buying assets, they are somewhat back into oil now, even though they are still more gassy than they are oily. The forward curve is not going to be very good for this company in the next few years.


Price: $9.670
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-07-27 BUY Element Financial
EFN-T
Bruce Campbell (1)

Likes this company. This is going to benefit from the currency. They have announced the GE acquisition. If they keep that multiple, he sees $23-$24 a year out. Rumoured on a couple of more acquisitions. They pre-financed the last one. He would like them to slow down a little. The fall would be fine. This is growthy in the non-bank financials, which is pretty unique.


Price: $18.800
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 COMMENT Enbridge
ENB-T
Bruce Campbell (1)

His favourite pipeline. It is going to have the best growth in the next 6-8 years, without any further pipeline approval. This is going to show 10%-12% earnings growth, and have pledged to grow the dividend by that amount. If you are going to hold one of these and collect your dividends, this is the one he would pick.


Price: $54.860
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 BUY SPDR Gold ETF
GLD-N
Larry Berman CFA, CMT, CTA

He has a 25% position in gold in his trading portfolio.  He uses an ETF that is currency edged.  There is potential for a bounce here.  He does not think China will bring down the gold market.  Gold stocks will bounce more than bullion when it recovers.


Price: $104.860
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2015-07-27 PAST TOP PICK Granite REIT
GRT.UN-T
Derek Warren

(Top Pick Jul 15/14, Up 6.40%)  They are now looking at a strategic review.  He likes that you have a monetization event. 


Price: $39.660
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 BUY American Hotel Income Properties
HOT.UN-T
Derek Warren

He likes this name.  They just announced an equity deal to increase their rail holdings.  All US hotels.  Over 40% are anchored by the rail companies.  He thinks they came to the market a little bit too much.  8.9% yield.


Price: $10.120
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 TOP PICK InterRent REIT
IIP.UN-T
Derek Warren

He likes that it is exposure to Ontario, which is a hot market.  You are seeing visibility of low cap rates and developments that will come online.  This will continue to provide income.  The returns will be a little more stabilized than the last few years.


Price: $6.200
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY InnVest Reit
INN.UN-T
Derek Warren

It is the only viable way to play the hotel sector in Canada.  The lower Canadian dollar should bring more tourists back into the country.  He finds it too expensive at this level, however. 


Price: $4.940
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 WEAK BUY Inovalis REIT
INO.UN-T
Derek Warren

It is too small for him.  You can invest in Paris and Germany without opening accounts.  There has been some pushback from fears that the French economy is stalling somewhat.  The portfolio is very good quality, however.  It is part of a much larger group of companies.


Price: $9.070
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 HOLD Inter Pipeline
IPL-T
Bruce Campbell (1)

Even though this is a service pipe company it is oil related. It is weak, but not as weak as the pure producers. Of the pipelines, this one is very oily, which is a negative right now. Dividend is safe. You could probably buy this cheaper a month from now.


Price: $26.120
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 BUY Manulife Financial
MFC-T
Bruce Campbell (1)

Has pulled back in the last little while. Raised the dividend once and has pretty good earnings growth, particularly from Asia. It is a net beneficiary of higher rates. Given the multiple and the growth, he thinks this is a $25 stock in one year. With the dividend, that would put you in double-digit returns.


Price: $22.400
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 TOP PICK Merus Labs International
MSL-T
Bruce Campbell (1)

Cashed up. A junior Valeant (VRX-T) or Concordia (CXR-T) with higher growth and a much cheaper valuation. Filed a shelf registration for $250 million in equity. Also, listed in New York (MSLI-N), so they can file the shelf. The market thinks that means there is an acquisition coming soon. Upon an acquisition, he sees $4 if they do what he thinks they are going to do. New CEO made a really good impression on Bay Street in the last little round. Very possible that you could make 33% in 6 months.


Price: $2.930
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 COMMENT Milestone Apartment REIT
MST.UN-T
Bruce Campbell (1)

A REIT that just has apartment properties in the southern US. It looks really interesting. 5% yield. Looks cheap. Looking very closely at this.


Price: $13.250
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 WATCH Northern Property REIT
NPR.UN-T
Derek Warren

They are seeing 15%+ vacancies in the oil patch.  It is a very well run and a very well financed company.  Watch for a commodity bottom.


Price: $21.350
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 COMMENT Precision Drilling
PD-T
Bruce Campbell (1)

A little bit early, but not a lot if you have a long enough view. You want the drillers. They tend to get hit more, they react quicker, and have bottomed in rig count. This is pretty well managed and would probably be okay.


Price: $6.150
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 PAST TOP PICK Paramount Resources
POU-T
Bruce Campbell (1)

(A Top Pick July 21/14. Down 64.63%.) Gas and there is a lot of growth coming. They are going to double production growth. Sold most of his energy, but decided to hold a couple, including this one. The next couple of quarters are going to be quite good. This is Shorted out of the US. We are having stabilization now and it is probably time to add to it now.


Price: $19.660
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 BUY Power Corp
POW-T
Bruce Campbell (1)

(Market Call Minute.) Have pulled back inexplicitly, so this would be a good Buy.


Price: $29.900
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 BUY on WEAKNESS RioCan Real Estate Investment
REI.UN-T
Derek Warren

Will be a beneficiary of momentum.  You are making a REIT call.  This down turn is a buying opportunity.  They have the ability to continue to grow cash flow.


Price: $25.910
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY Retrocom Mid-Market REIT
RMM.UN-T
Derek Warren

The stock is undervalued.  It was a good thing that they cut the dividend.  It is in tertiary markets and some require significant amounts of capital to turn them around.


Price: $3.190
Subject: REIT's
Bias: OPTIMISTIC
Owned: Unknown
2015-07-27 TOP PICK Pure Multi-Family REIT LP
RUF.U-X
Derek Warren

Garden style apartments in Texas.  An excellent portfolio and you are buying these apartments at a discount.  You also get the benefit of the weaker Canadian dollar.


Price: $4.990
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 COMMENT Russel Metals
RUS-T
Bruce Campbell (1)

About a 3rd in the US and 2/3 Canada. Pays a good dividend. Dropped 8% today. At this level, he might even look at this. It is a cyclical, but they have managed well. Good balance sheet. Now that it is under $20, he is going to have a look at it.


Price: $19.450
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 DON'T BUY Sherritt International Corp.
S-T
Bruce Campbell (1)

This, with a $10 Book Value, has something like an $8-$9 asset value. The stock is cheap. This is nickel which has been getting hit, oil and gas which has been getting hit and it is coal which is getting hit. It is completely out of favour. Have had cost overruns in Madagascar, but are getting closer to getting it fixed. There are better places to be.


Price: $1.350
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 HOLD Summit Real Estate Investment
SMU.UN-T
Derek Warren

He likes the industrial market.  The dividend is safe at 8.5%


Price: $5.900
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 DON'T BUY Slate Retail REIT
SRT.UN-T
Derek Warren

This is a cross boarder REIT.  He does not like the governance.  He does not like some of the things that have been done to the pricing.  What he likes is that the original portfolios that were bought very well.  If they wished to privatize the company they could do so easily.  This is grocery anchored strips.


Price: $13.750
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 BUY Smart REIT
SRU.UN-T
Derek Warren

He likes that you have a Wal-Mart anchored portfolio of properties that is 99% occupied.  You also have a development arm.  A core holding.


Price: $29.420
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 BUY on WEAKNESS Suncor Energy Inc
SU-T
Larry Berman CFA, CMT, CTA

2/3rds of revenue comes from gas sales and refining.  These profits have never been better.  Drilling and oil sands are what is not doing well.  You want to be buying at about $28-31.  We are near the bottom of the range.


Price: $32.720
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2015-07-27 DON'T BUY Teck Resources Ltd. (B)
TCK.B-T
Bruce Campbell (1)

Doesn’t like the mix yet. With China acting like it is, and if iron ore gets hit further, it could go down to $3 again.


Price: $8.820
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 BUY Toronto Dominion
TD-T
Bruce Campbell (1)

There are more branches in the US than there are in Canada. This bank is well-managed and has a good balance sheet. 4% dividend yield. He has been buying for new clients this week. (See Top Picks.)


Price: $50.990
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 COMMENT Trans Canada Corp
TRP-T
Bruce Campbell (1)

Although down today, it was only marginally compared to the energy complex, which was down 3%. It has less growth than Enbridge (ENB-T), so he prefers that more. If he were going to sell something to reduce his exposure completely, it would be this. If it were to bump back up and was at $53, he would probably sell it.


Price: $49.290
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 HOLD Vermilion Energy Inc
VET-T
Bruce Campbell (1)

Partially in France with a decent dividend, but if you have energy in your name right now, the stock is going down. Even though it is well-managed, good dividend and good balance sheet, unless oil goes to $40, it is probably somewhere near its bottom.


Price: $41.860
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 BUY BMO Covered Call Cdn Banks ETF
ZWB-T
Larry Berman CFA, CMT, CTA

This is the way to play banks right now because they won’t grow for the next couple of years.  He has been adding to his position.  A 5% yield.


Price: $15.590
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2015-07-24 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Young

Markets. This is a tough market, and in Canada anything even remotely connected to Alberta, is facing a lot of downside. This just relates to the sources of global growth. The US is the real growth driver. There is really no place to hide in the resource space or anything Alberta related, and you can’t count on the dividend being there through all circumstances. When you look at PMI’s (Purchasing Management Index?) globally, things are still positive. They are not accelerating and are not exceptionally positive, but they are generally positive. When you get into this environment, it does create opportunities, but you have to be selective.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: _N/A
2015-07-24 N/A A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Markets. A lot of his Stop Losses have kicked in. Over the last 25 years we have been told by the system that we are developing this global economy and that we are all tied together. The economy has been built on debt and the debt now is creating problems, big problems. Their strategy is “let’s move to the back of the boat”, and shunning the lifeboats (gold). The US is in just as much trouble as Greece. It’s just that it is not hitting it yet. Italy comes next, then Portugal. All they have done is buy time. The consequences of debt is really the key problem. We have to stop perpetuating the idea that we can solve debt problems with more debt. The global economy is shutting down and it will affect the US. As an advisor, it is very hard for him to shun the one asset class that has delivered protection against geopolitical risks, economic risks, financial risks and political risks. Gold. He continues to advise clients to have some concentration in that asset, especially when nobody owns it. He is waiting for the right time for things to settle, and then will patiently do the proper thing, which is to reallocate a percentage to gold. Chinese are not selling, and just today announced they have doubled their purchases in gold. He is still playing the US with high-tech, US real estate plays, healthcare and blue chips. He does think the US$ will continue to move higher.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: _N/A
2015-07-24 COMMENT A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Oil.  A month ago, Russia and Saudi Arabia did 6 really big deals. One deal announced was that Russia will be building nuclear plants for Hydro for Saudi Arabia. China is Saudi Arabia’s biggest client. Chinese are not buying much oil from the Saudi’s because the Russians are getting paid in Yuan, not in dollars. That is very important. Thinks we are getting set up for Saudi Arabia, which is now in full competition in oil production with the US, to start selling oil outside of just the US$. That has massive implications for that puzzle of the currency set up that he keeps talking about.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: Unknown
2015-07-24 N/A A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Recommendation on a portfolio that has about 15% in energy. This is about portfolio management. What he would usually do for his clients, where they have a lot of losses, is to rebalance. Understand that everything is down, even the good ones. It is a good opportunity to clean up a portfolio and to readjust within the sector depending on the risk spectrum, into the companies that he thinks are going to be the better performers. This is where stock picking is essential. Take a disciplined approach, clean up your portfolio, review each company as to which one has the true potential.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: _N/A
2015-07-24 COMMENT Absolute Software Corp.
ABT-T
Jeff Young

He has no exposure to Canadian Tech at the moment, but does have exposure to US tech. There are not many companies to choose from. He sees better value and opportunity outside of Canada. There are only a half-dozen tech stocks in Canada that are publicly traded, so sometimes they can get bid up more than they are potentially worth. He prefers dealing in the US.


Price: $7.950
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-07-24 TOP PICK Alaris Royalty
AD-T
Jeff Young

This has a bunch of different businesses such as End of the Roll carpets, Planet Fitness, a Texas construction company. It is a great value proposition to the owners of these companies. Instead of going through a regular private equity type shop, who wants to take a big piece of the equity and try to get control, they invest through a preferred share type of arrangement where it is tied to the top line with built-in collars to grow that over time. Dividend yield of 5.24% and he expects to see continued dividend growth.


Price: $30.570
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 COMMENT Algonquin Power & Utilities Corp
AQN-T
Jaime Carrasco

Did own this, but his stop loss kicked him out. His concern with the whole sector is that a lot of the pension funds in search for yield, have acquired quite a few of these companies. Come the fall, if there is any kind of trouble with the market, they are all going to have to liquidate. Because of that, a systematic risk within the system overwhelms his continuation to holding it for now. This is one that he will add when it gets back on. His company has an $11 target and a sector outperform.


Price: $9.370
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: No
2015-07-24 COMMENT Arc Resources Ltd
ARX-T
Jeff Young

One of the higher-quality companies and thinks it will be a survivor coming out of this. About a 60% gas producer. Good assets. He can’t guarantee the dividend is safe as it will depend on commodity prices.


Price: $19.210
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 BUY Brookfield Asset Management (A)
BAM.A-T
Jeff Young

A little while ago this got a little expensive for him, so he cut back his position. This is exposed to the right things. Have a lot of assets outside of Canada and has some infrastructure assets. Excellent management. A good, long term company.


Price: $45.290
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 WEAK BUY Bombardier Inc (B)
BBD.B-T
Jeff Young

This has been a tough one. The one positive thing is that sentiment is so negative that if they were to announce some orders for the C series, there could be a real pop in the stock. Feels the balance sheet is okay, but if they come out and are burning more cash again, this will continue down. This stock is in desperate need of good news.


Price: $1.780
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 BUY BCE Inc.
BCE-T
Jeff Young

They are down a little bit because of the recent CRTC ruling of having to give wholesale access to fibre on the home, where they have been a big investor. Doesn’t think, in the intermediate term, it is a huge deal given that what they have to wholesale is only 10% of their business and hasn’t really taken off. They generate a lot of free cash flow and will put a lot of that towards dividend growth.


Price: $53.440
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 DON'T BUY Bonavista Energy Corp
BNP-T
Jeff Young

He has a little of this. Feels this one is at risk the longer the oil situation drags out. Wouldn’t add to your position. If we see a rally in oil/gas prices, it might be one that he would look to unload.


Price: $5.090
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 COMMENT Baytex Energy Corp
BTE-T
Jeff Young

Hasn’t added to his position. Has a bit of a challenged balance sheet, which has made it a bit of a target for people who are Shorting oil. Thinks their assets are decent. The Eagleford is one of the few assets in North America that does okay at $50 oil. You may see more dividend cuts depending on oil prices.


Price: $12.770
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 PAST TOP PICK Cardinal Energy Ltd
CJ-T
Jeff Young

(A Top Pick Aug 22/14. Down 35.1%.) At the smaller end of the market cap spectrum, but one of the better setups for a dividend model. Very, very low decline rate. Their assets are under water flood and he thinks they have a polymer flood coming up. This is a company that he thinks will benefit from this downturn as prices between buyers and sellers of land packages gets better, as he expects them to be acquisitive.


Price: $11.880
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-07-24 HOLD Cementos Pacasmayo SAA
CPAC-N
Jaime Carrasco

He found this interesting because it is one of the biggest Peruvian cement plays. China is building quite a bit of infrastructure in Latin America to get all the flow of products to China. This would be a main beneficiary of all those projects. His company has it with an $11 target. Yield of about 1.2%. Thinks this has quite a bit of potential.


Price: $7.850
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: No
2015-07-24 COMMENT Crescent Point Energy Corp
CPG-T
Jeff Young

Now back to 2008 levels, but it is not alone. A lot of these companies had very strong hedging books going into this year that have seen them come through. When oil had the bounce through the spring, it pushed those hedges out a little bit. It is very difficult to hedge now into 2016. Thinks it’s going to be 2018 before we see a $60 oil price.


Price: $19.820
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-07-24 WAIT Crescent Point Energy Corp
CPG-T
Jaime Carrasco

One of the better players in his portfolio. They will survive. He is waiting to add. Has noticed that inventory levels have started to flatten out in North America. His company has a $40 target and that the dividend is sustainable. However, he is not ready to add yet. Yield of around 14%.


Price: $19.820
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: Yes
2015-07-24 COMMENT Capital Power
CPX-T
Jaime Carrasco

His company has it with a $27 target and as a sector perform. Feels the 6.3% dividend yield is sustainable.


Price: $21.670
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: No
2015-07-24 TOP PICK Capstone Infrastructure
CSE-T
Jaime Carrasco

This company has a lot of green clients that care for green energy, and these guys are definitely the leader. The stock is down quite a bit, so it is a great entry point. Good dividend at 9.77%. His company has it with a $3.50 target.


Price: $3.070
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: Yes
2015-07-24 COMMENT Dream Office REIT
D.UN-T
Jaime Carrasco

Great managers. His stop losses kicked in, so he has greatly reduced his positions. REITs have room to go because of the decline in interest rates by the central bank in Canada. He is going to wait to see what happens. |Still likes it. His company’s target is $31 and have it is a sector perform.


Price: $24.120
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: Yes
2015-07-24 COMMENT Dominion Diamond
DDC-T
Jeff Young

Owns 2 diamond mines in northern Canada. Looks cheap statistically at almost half of .6 of NAV. It really comes down to diamond prices, and he understands there is a glut of polished stones. To buy the stock, you have to understand diamond pricing and what the catalyst is to push diamond prices back up.


Price: $15.970
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
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