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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
2017-07-24 COMMENT Fairfax India Holdings Corp
FIH.U-T
Keith Richards

This has been a smoking index. The trend has been up, and is a little parabolic right now, meaning it is a little overbought, but not hugely dangerous. It wouldn’t surprise him if it returned to near the trend line. There is nothing to not like with this particular fund.


Price: $17.580
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 WATCH Goldcorp Inc
G-T
Don Vialoux

They report tomorrow.  The numbers are going to be mixed in gold producers.  On a technical basis, G-T is starting to form a base and typically bottoms about now.  A move above its trading range would signal the start of its seasonal trade to the beginning of October.


Price: $16.790
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2017-07-24 BUY GlaxoSmithKline PLC
GSK-N
Matt Kacur

A great company.  Most of these pharmas are pretty safe.  He thinks it is a pretty good buy right here.


Price: $42.240
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 TOP PICK Hudbay Minerals Inc.
HBM-T
Matt Kacur

Copper and Zinc with byproducts of Gold and Silver  He is impressed that they were not doing well two years ago with return on capital of less than 1% and they have improved that to 5% already.  If they can maintain where they are then great, but it looks like they are going to get better.  Their costs are down to $0.88 on copper, which is over $2.  They operate in friendly jurisdictions. (Analysts’ target: $11.00).


Price: $8.670
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2017-07-24 DON'T BUY Home Capital Group
HCG-T
Keith Richards

This looks like a “traders stock” and could be a great trade. There is the potential that it could get up to its downward trend line. A riskier trade than what he would want to be involved in, because the big picture is Down. You will have to be a very quick and agile trader to work with these stocks.


Price: $13.510
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 WAIT Intel
INTC-Q
Keith Richards

Seasonally, technology stocks are a little soft over the summer, and this tends to be the time where they peak out. The chart shows a big lid at around $38. It needs to blow through that in order to be attractive, and at this point it hasn’t happened. Because we are in the worst part of the season for Tech stocks, he would delay on buying this.


Price: $34.500
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 DON'T BUY Inter Pipeline
IPL-T
Matt Kacur

He likes this company, but does not like the stock.  It has a decent return on capital, but it always trades expensively.  He just can’t buy it due to the valuation.


Price: $24.870
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 WATCH K-Bro Linen Inc
KBL-T
Keith Richards

He looks at peaks and troughs, and the chart looks like it may be basing. You want to see it break the lid of basing of around $44.


Price: $39.610
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 DON'T BUY Liquor Stores N. A.
LIQ-T
Matt Kacur

It is not in its hay day right now.  That was in 2010.  Every year their return on capital keeps getting worse. 


Price: $10.390
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 PAST TOP PICK Mondelez International
MDLZ-Q
Keith Richards

(A Top Pick June 12/17. Down 3.15%.) Somewhere around $43 is a good time to Buy, and somewhere around $46 is a good time to Sell. A pretty decent stock to hold with very little downside from $43.


Price: $43.750
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2017-07-24 BUY New Flyer Industries Inc.
NFI-T
Matt Kacur

He would not worry about it.  Stocks do trade 8% down without it having meaning.  The only negative he has is that it has gone up so much and other analysts will think it is time for a pullback, but not according to his quantitative analysis.  He likes it.


Price: $50.830
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 COMMENT New Flyer Industries Inc.
NFI-T
Keith Richards

Chart shows that the upward trend has been steady, and it has now just pulled back to the trend line. This looks like the kind of stock you could probably get in on.


Price: $50.830
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 SPECULATIVE BUY Neulion
NLN-T
Keith Richards

This has major support at around $.50. The thing about penny stocks is that there are less people trading them. It is really retail investors that are trading them, which means that it is going to be thrown around a lot more. It is harder to predict technical trends. This stock seems to have a habit of bouncing off the price of $.50, and at this time, it is probably worth a trade.


Price: $0.650
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 TOP PICK Oclaro
OCLR-Q
Matt Kacur

They make products for higher bandwidth.  He was looking for big data and cloud companies and he found this one.  They are earning a 21% return on capital.  We are expecting three times the devices on the Internet as there are people in the world.  (Analysts’ target: $12.00).


Price: $10.110
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2017-07-24 BUY Patient Home Monitoring
PHM-X
Matt Kacur

He would like to see more consistency, but it looks pretty good to him.  It had a rise and fall, but has been rallying recently.


Price: $0.400
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 COMMENT Patient Home Monitoring
PHM-X
Keith Richards

This looks pretty good. Reached a peak in 2015 and then went into a tail spin and then had a very low volatility base in the latter part of 2016. It is just now starting to make higher highs and higher lows, which is a good thing.


Price: $0.400
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 BUY Purpose Premium Yield Fund
PYF-T
Don Vialoux

An excellent way of sitting on cash.  Between now and mid-October, we have volatile markets seasonally and this is a cash equivalent.


Price: $19.290
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2017-07-24 PAST TOP PICK Richards Packaging Income Fund
RPI.UN-T
Matt Kacur

(Top Pick May 18/17, Down 3.63%) The decline is just trading noise.  He still likes the company.  He would hold it for sure.


Price: $27.960
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2017-07-24 PARTIAL BUY Shopify Inc.
SHOP-T
Matt Kacur

This is speculative.  They have yet to make any money.  There is no multiple.  It is such a great company, though.  You could buy some, but just a small piece.  Don’t go overboard.


Price: $116.910
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 DON'T BUY Stella-Jones Inc.
SJ-T
Matt Kacur

He likes the company, although would not buy it at the moment.  In the last year it has softened up a little.  He would try to look for an entry point based on a pullback and/or the financials improving.


Price: $44.000
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 WEAK BUY Shaw Communication (B)
SJR.B-T
Matt Kacur

There are better cable companies, but he likes this one.  Most people should own those types of names.  He prefers the metrics of CCA-T.


Price: $27.850
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 WAIT Sun Life Financial Inc
SLF-T
Don Vialoux

It has a period of strength from September to December each year.  We are still in a downward trend and it is forming a base.  It is too early to consider it from a seasonal perspective.  Take another look in the fall.


Price: $47.350
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2017-07-24 BUY Toronto Dominion
TD-T
Keith Richards

Canadian banks look great right now. Chart shows this had a longer term of consolidation from 2014 to 2016 and then broke out. After topping out this year, all the banks looked like they are basing and trying to break out. Probably not a bad time to be buying the banks.


Price: $65.020
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 WATCH Teck Resources Ltd. (B)
TECK.B-T
Keith Richards

Metals are starting to see a little bit of life. Chart shows a neckline break at around $26, which is pretty much game over. Now it is kind of bouncing off the current level. If you are a technical person, you can buy this right now, but you have to let it play out. If it breaks the neck line, it could be a great play.


Price: $24.610
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 BUY Tahoe Resources
THO-T
Matt Kacur

The return on capital has held in there at 10%.  They put a lot of capital to work.  The valuation looks good.  He would be very interested in looking into this more.


Price: $6.860
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 PAST TOP PICK TJX Companies
TJX-N
Matt Kacur

(Top Pick May 18/17, Down 9.30%) Nothing has really changed. It is still a really good company. It has some protection from the Amazon worries because people like to go there and look for the bargain.


Price: $66.900
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2017-07-24 BUY TransCanada Corp
TRP-T
Matt Kacur

It is a really good company. It is a low return-on-capital company, but it is expected to be.  It is at a decent valuation, has a good dividend yield with a decent payout ratio. He would like to see the leverage down a little.


Price: $64.310
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-07-24 TOP PICK Visa Inc.
V-N
Matt Kacur

They are the best positioned for on-line payments.  It is only going to get higher in volume.  Their return on capital since 2008 is 30% and it is not going to change.  (Analysts’ target: $111.50).


Price: $100.370
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-07-24 COMMENT iShares S&P/TSX Global Gold
XGD-T
Keith Richards

By the look of the chart, gold has pretty much been going nowhere fast, if anything, a slight trend to the downside. That is not negative, but is not overly positive. Gold, seasonally, tends to move between now and October. However, the chart shows gold is in a bit of a triangle, and it needs to break that. If gold breaks $1300, that would be very bullish. Being in a triangle, he won’t buy. He likes to buy on a break out.


Price: $11.750
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Unknown
2017-07-24 TOP PICK SPDR Consumer Staples ETF
XLP-N
Keith Richards

A seasonal play, plus it is coming off a pretty good entry point. This has the classic long-term trend line in play, higher highs and higher lows, so it looks like a pretty reasonable place to buy. Over the weaker months of the year, which we are coming into now, staples are a better place to be.


Price: $54.900
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2017-07-21 N/A A Comment -- General Comments From an Expert
A Commentary
Ross Healy

Market. There is a lot of liquidity sloshing around the market, which really doesn’t know what to do. However, when you try to reach into the market to grab some value, it’s difficult. Because of this, what has happened increasingly lately is that as a kind of default investment, investors are going into ETF’s, somewhat blindly. The issue he has is that people buy and never mind what the quality, the underlying fundamentals are. When he sees the market doing the same thing again, he has to look back and remember what happened when this happened before. In the end, it wasn’t terribly pretty. It is very hard to fight it. There is still value to be found in certain segments. The financial sector is an obvious standout on both sides of the border as being cheap. When this market stops, you better get off.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-07-21 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Sprung

Market.Non-resource markets did very well. The European economies are putting up better numbers. Even in the Asian emerging markets, there was a lot of trade in technology happening. The resource markets were somewhat left out of it, and financials were kind of dull in the 1st half. When you set the stage for the 2nd half, all of a sudden you have Central Banks around the world talking more hawkishly and interest rates rising. We are just coming out of what has been a very long, slow and tepid recovery. You don’t really know how economies are going to adjust to higher rates, and how fast that is going to happen, and whether or not there might be some adjustments along the way. Inflation is almost negligible, so why push interest rates up against that? This is a time to be really cautious and look at the quality of the companies you are investing in. Even though the recovery has been slow, markets have been fairly good. The wildcard in all of this are trade talks which have just started.


Price: $0.020
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: _N/A
2017-07-21 BUY Alaris Royalty
AD-T
Michael Sprung

This had a bit of a setback over the last couple of years, but we are finally beginning to see them work out of the problems they’ve had with their partner companies. A good stock for people who are looking for steady income. One of the fears was when a number of these companies were having trouble meeting their preferred payments. They’ve made a few new investments with some new companies and have started a small-cap division. They are finally getting back on track. Dividend yield of 7.25%.


Price: $21.880
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2017-07-21 TOP PICK AGT Food & Ingredients
AGT-T
Michael Sprung

This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They’ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. (Analysts’ price target is $35.)


Price: $26.000
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2017-07-21 COMMENT Altagas Ltd
ALA-T
Michael Sprung

A company that is balanced between regulatory and other activities. The dividend is fairly secure at this time. Originally, they were more western based. Within the sector there are probably other quasi-utility type situations that he would look at first.


Price: $29.270
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2017-07-21 COMMENT Brookfield Asset Management (A)
BAM.A-T
Michael Sprung

An extremely well-managed company over the years. They’ve been very, very astute investors over time. It is just a question of what you pay for it. He has a very small position in this.


Price: $49.720
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2017-07-21 COMMENT BlackBerry
BB-T
Ross Healy

The company never was able to deliver on the promise that John Chen brought. If they can translate those 60 million dashboards to another 60 million self driving cars, that would be wonderful. However, there isn’t anybody out there who is taking them on. This is not an investment, it is a speculation.


Price: $12.570
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 COMMENT BCE Inc.
BCE-T
Michael Sprung

Sell Rogers (RCI.B-T) and buy Bell (BCE-T)?A really interesting question, particularly with the 1st salvo we’ve had from the trade negotiations were the US has said that they want to have greater access to our telecommunications industry. In that case, he’s not sure you want to own any of these. His preference would be with this one, but only because it is dominant within the wireless industry. Also feels it would be a little more secure in the longer-term.


Price: $58.530
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2017-07-21 PAST TOP PICK CitiGroup
C-N
Ross Healy

(A Top Pick Aug 11/16. Up 45.6%.) He likes the US financials. Also the Fed has indicated that they want to keep on boosting interest rates up.


Price: $66.000
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-21 COMMENT CCL Industries (B)
CCL.B-T
Ross Healy

A problem with buying this is that it has had an enormous run from its bottom. It was trading at a big discount to its BV, and is now trading at about 4.5X BV, an astonishing run. This is a cyclical stock, long term. It is trading at about its Fair Market Value. It isn’t cheap anymore.


Price: $60.490
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 DON'T BUY CCL Industries (B)
CCL.B-T
Michael Sprung

He admires this since it became a label company. It has done tremendously well. Unfortunately, when a company does as well as they have, people tend to build in expectations of growth rates that he does not believe are sustainable for a long period of time. It looks expensive.


Price: $60.490
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2017-07-21 DON'T BUY Clorox Company
CLX-N
Ross Healy

The Fair Market Value is 41% below the current price. It is currently trading at the Price to Book of 25X. This stock is simply not investment grade anymore.


Price: $132.240
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 COMMENT Crescent Point Energy Corp
CPG-T
Ross Healy

For the past 5 years, the balance sheet has been slowly slipping away. That is because of the huge volatility of energy pricing. The whole oil stock complex is cheap on a Price to Book basis. However, when you value them on an earnings basis, they are not. Oil pricing keep slipping lower and lower. On this company, the PE is 50, and it is currently trading at a Price to Book of 50%.


Price: $9.210
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 TOP PICK Cominar Real Estate Inv Tr
CUF.UN-T
Ross Healy

Trading at 60% of its BV and has a payout that is covered. If they were to cut their dividend down to about 8%, a sustainable rate, he thinks the stock would take off. Dividend yield of 11%. (Analysts’ price target is $14.)


Price: $13.380
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-21 COMMENT CVS Health Corp
CVS-N
Ross Healy

Had a fairly large set back from the last year or so, and is kind of consolidating at about 2X BV. It has nice upside potential of 51%. The downside risk is to about $74, and that is where he would love to be a buyer. It has fairly easy upside to about $92. He wouldn’t worry about this one in the slightest.


Price: $77.030
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 WEAK BUY Detour Gold
DGC-T
Michael Sprung

Had a bit of the stumble about a year ago, which caused a delay in one of their mines. They seem to be getting past that now and things seem to be getting back on track. It could be a potential investment, but he wouldn’t put all his eggs in one basket.


Price: $14.010
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2017-07-21 COMMENT Dollarama Inc.
DOL-T
Ross Healy

A very expensive stock. On a Price to Book basis, it is out of sight. On a Price to Earnings ratio, it is nothing to write home about. However, this is a momentum stock which keeps on working and keeps on producing nice numbers, because it is a stock for the times. It will keep on going until it doesn’t. When it doesn’t, you had better not be there, because the downside risk is really something.


Price: $120.900
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 COMMENT Descartes
DSG-T
Michael Sprung

A lot of technology companies sell beyond multiples he looks at as a value investor. This one has always been an extremely good company. They are at the forefront of their technology. Longer-term they are in a very good place. Trading at 52X forward earnings. You have to grow a whole lot to justify those kinds of multiples.


Price: $30.790
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2017-07-21 TOP PICK Encana Corp
ECA-T
Michael Sprung

Just reported and the street was impressed. This is one of North America’s leading energy producers with a diverse portfolio of plays in 4 critical areas, that are all doing extremely well. Assets they own are among the best in North America. They’ve improved their balance sheet in the last year or 2. They have a five-year plan to increase production and cash flow. Dividend yield of 0.7%. (Analysts’ price target is $12.25.)


Price: $12.340
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2017-07-21 COMMENT Equitable Group
EQB-T
Ross Healy

There is nothing wrong with this company’s balance sheet. The overwhelming problem with the group was the issue of whether lenders, the people who bought the GICs, etc., wouldn’t freak out and panic when some of the US hedge funds started Shorting.


Price: $54.100
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 COMMENT Ford Motor
F-N
Ross Healy

A conundrum. Cheap on a PE basis, Price to Book, and even on a quality to balance sheet basis. However, what is the outlook for auto sales? He hears it is fairly bleak. Car lots are rapidly filling up with inventory, including used cars. This is different than General Motors (GM-N) which is going gangbusters in China. If you own these, you might have to wait for another auto cycle.


Price: $11.530
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 COMMENT Fairfax Financial
FFH-T
Ross Healy

This had a spectacular growth spurt, and since that time the growth has pretty much levelled out for a long time. Now it just kind of trades in a nice trading range. As time has gone on, the market has become less and less interested, as Prem Watsa has not been able to deliver the returns of the glory days. The stock price and Fair Market Value, as he measures it, are exactly the same. He is concerned that there may be a further set back.


Price: $563.000
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 COMMENT Fairfax India Holdings Corp
FIH.U-T
Michael Sprung

Prem Watsa for a long time has wanted to build a major business in India. He knows that the key success factor in building a business in India is the partners that he partners with. If anyone can do it, Prem probably can. For anyone looking at international exposure, this is probably not a bad one to take a hard look at.


Price: $17.760
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2017-07-21 TOP PICK Fortis Inc.
FTS-T
Ross Healy

Relatively cheap and trading at about 1.25X BV, which is about as low as the company gets. Not a bad dividend of 3.6% and nice upside potential of about 25% for a utility. It should be clear to about $51. (Analysts’ price target is $50.)


Price: $44.800
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-21 COMMENT Fortis Inc.
FTS-T
Michael Sprung

Well-managed. Made a large Texas acquisition a few years back which turned out very well. Then they bought the transmission assets. They have a good growth pattern ahead. You are buying a lot of US exposure now. He thinks they are in a good place at a good time. The stock has performed very well.


Price: $44.800
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2017-07-21 PAST TOP PICK Goldcorp Inc
G-T
Ross Healy

(A Top Pick Aug 11/16. Down 30.13.) It behooves any investor to have 8%-10% of their portfolio in gold stocks. This one is cheap on a Price to Book basis.


Price: $17.200
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-07-21 COMMENT Gilead Sciences Inc.
GILD-Q
Ross Healy

This had an enormous set back from its peak, and has got to a level that is quite attractive. Has loads and loads of upside potential. Feels the downside risk is now behind it and he likes it here. It could go a fair distance.


Price: $73.760
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-07-21 COMMENT Hydro One
H-T
Michael Sprung

This is a company where the government sets its rates, takes its cash flow. The flexibility that management has within Ontario is limited. You have to ask yourself, are you really buying equity or just buying a participation with a right to a dividend as it goes along. Making a US acquisition gives them an outlook for growth, and hopefully earn a better return on equities.


Price: $22.650
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2017-07-21 PAST TOP PICK Hudbay Minerals Inc.
HBM-T
Michael Sprung

(A Top Pick Aug 24/16. Up 48.05%.) Fairly priced. Has a lot of good things going. A large part of their CapX program went into developing Constancia, and that is now behind them. They’ve had some good news leading to the next development of permits and feasibility studies for Rosemont. They continue to have good projects on the horizon. Well-managed. If it pulled back about 15% he would add a little more to his position.


Price: $8.400
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2017-07-21 TOP PICK Home Capital Group
HCG-T
Ross Healy

This is back to being a company and not a rank speculation like it was a couple of months ago. There is nothing wrong with the balance sheet. A bunch of American speculators drove this company into the ground. In a couple of quarters, we should start seeing a bounce back in earnings, as well as dividends. (Analysts’ price target is $17.63.)


Price: $13.310
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
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