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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-29 HOLD Pfizer Inc
PFE-N
Norman Levine

He is not in love with them.  He likes the research pipeline.  He may liquidate it down the road.


Price: $29.770
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 BUY Power Corp
POW-T
Patrick Horan

Great West Life and Investors Group are the two main assets of Power Corp and Power Financial. He likes both.  15-20% of POW-T’s assets are different than PWF-T’s.  Likes both of them.  POW-T is perhaps a little more diversified.  They have a very good dividend that is very defendable.  They both trade at a discount to NAV.  For a long term hold, this is a great stock to just clip the coupon and it should grow 5-8% in terms of earnings growth.


Price: $30.990
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: Unknown
2014-09-29 WEAK BUY Suncor Energy Inc
SU-T
Norman Levine

This is his remaining exposure to oil sands.  As much as environmentalists are trying to shut down additional pipeline, he feels oil will go out via other means.  Don’t have a huge position.


Price: $40.230
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 PAST TOP PICK Sandvine Corp.
SVC-T
Patrick Horan

(Top Pick Oct 1/13, Up 31.48%) They had a pre-announcement earlier this year and the market did not take kindly to it.  The space has been very difficult.  He bought more of it last week.  Stick with it.


Price: $2.840
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: Yes
2014-09-29 SELL Transalta Corp
TA-T
Norman Levine

People own utility stocks because they are safe and defensive.  This one is the opposite.  It is a troubled utility stock where the dividend has been cut and may get so again.  The balance sheet is not good and may get downgraded by ratings agencies.


Price: $11.730
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-29 HOLD Teck Resources Ltd. (B)
TCK.B-T
Norman Levine

A lot of insider buying recently.  It has not been a winner for him yet.  He was attracted because the balance sheet seemed pretty stable and the dividend safe.  Their main products longer term were positive.  In the near term commodities seem to be going down as the US$ goes up.


Price: $21.080
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 HOLD Tricon Capital Group
TCN-T
Patrick Horan

Real estate company but holding it in Texas.  Do a pretty good job of investing mostly in the US.  It is a pretty good place to invest.  You should hold this one.  If it fell off it would be a pretty good stock to buy.


Price: $7.600
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: No
2014-09-29 WEAK BUY Toronto Dominion
TD-T
Norman Levine

If he was going to own a bank other than BNS-T in Canada, it would probably be this one, but he would prefer to go to the US and get one there directly.  This one is fine if you are a longer term investor.


Price: $54.910
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-29 BUY on WEAKNESS Trinidad Drilling Ltd
TDG-T
Larry Berman CFA, CMT, CTA

The energy sector looks to be of value right now relative to the other sectors on the TSX.  There may be a little more downside.  This one is interesting to him and it is a fine company. 


Price: $8.590
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2014-09-29 WAIT Tesla Motors Inc
TSLA-Q
Larry Berman CFA, CMT, CTA

Time will tell if this is affordable for the masses.  If they could come down to $50k for the price of their vehicles, then it would appeal to the masses.  In 20 years the world will look a lot different in terms of cars.  The stock will have to go down another 10% still.


Price: $245.260
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2014-09-29 DON'T BUY Tesla Motors Inc
TSLA-Q
Norman Levine

He could not look at this one because it does not earn any money.  It is a headline and momentum stock.  There is no way a value investor could consider owning this one.


Price: $245.260
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-29 DON'T BUY Vale S.A.
VALE-N
Norman Levine

(Market Call Minute) Iron ore prices are down and he is uncertain what is going on with the Brazilian government.


Price: $10.870
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-29 BUY Vecima Networks Inc.
VCM-T
Patrick Horan

Used to own it.  A very well run Canadian tech company that are leaders in their space.  Allow multiplexing of cable networks into hotels and apartment buildings and the only ones who do this technology really well.  They have a good grasp of their costs.  Expects it to be eventually be sold.  You can own it here.


Price: $8.200
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: No
2014-09-29 HOLD Vermilion Energy Inc
VET-T
Norman Levine

Fabulous performer until recently.  He has lightened his exposure to oil and gas stock.  The price of oil is vulnerable here.  Hold it if you have made a lot of money, but don’t add or buy.  Thinks oil should be driven down to reduce funds available for terrorists.


Price: $67.690
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 BUY Wells Fargo
WFC-N
Norman Levine

Well run bank that did not get into any trouble.


Price: $51.690
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-29 BUY Wright Medical Group Inc
WMGI-Q
Norman Levine

Body parts.  A turnaround situation.  They are a leader in their area.  There is an FDA decision coming down soon on an appeal to one of their products being rejected, but he does not think it is significant.  If you are working with a health plan then you are more likely to get elective surgery done.


Price: $31.000
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-29 DON'T BUY Yellow Media Inc
Y-T
Norman Levine

A better company than it used to be as it switches to digital.  It is still speculative, however.  There is no certainty that they will survive.


Price: $14.765
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-29 SELL Yamana Gold Inc.
YRI-T
Norman Levine

He would not own any gold stocks here.  Gold used to be the safe haven, but now it is the US$. 


Price: $6.790
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-26 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Bowman

Markets.  Loves the drop yesterday and thinks valuations are fabulous.  Investors should use these drops for buying opportunities.  Insider selling is at a 15 year high.  He mentioned the market is not perfect all the time.  A lot of good quality oil companies are down.  It brings the risk reward ratio down to a nice area.  He finds the interest rate thing absurd.  The interest rate concern is a non-event to him as they are already so low.  It is unforeseen events that knock the market down, not planned ones.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: _N/A
2014-09-26 N/A A Comment -- General Comments From an Expert
A Commentary
Bill Carrigan

Markets.  The US$ crushed all the commodities except lumber.  This includes crude oil, which sold off too.  Technical analysis tells him the US$ will stop rising as it has hit resistance.  Consumer stocks are very strong and neither did financial stocks sell off.  Yesterday was window dressing.  It was the last day for settlement in September.  So now he does not think there is any problem in the markets.  At this point you need to select the dominant theme.  Energy has actually been a bad place to be for the last 10 years.  The financials almost track the TSX correctly.  So the financials are a key driver of the TSX.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: _N/A
2014-09-26 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Bill Carrigan

Gold.  You should regard gold as a trading vehicle.  He thinks it is going to go down.  He does not see it as a kind of portfolio or disaster insurance.  It looks like it is trying to bottom.  He hopes it will hold here.  Don’t add or be overweight in gold.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 PAST TOP PICK Ag Growth International Inc
AFN-T
Bill Carrigan

(Top Pick Oct 2/13, Up 16.32%) The spread from materials in general is still wide so it is an out performer.  Still likes the stock.


Price: $43.940
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Yes
2014-09-26 BUY Altagas Ltd
ALA-T
Michael Bowman

Well managed company.  Cash flow and earnings per share were gang busters last quarter.  This is an opportune time to buy this company.  Driven down by an interest rate scare.


Price: $47.300
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 HOLD Amaya Gaming Group Inc.
AYA-T
Bill Carrigan

The jump up is regarding an acquisition.  Since it is event driven you can’t do technicals.  There is no sign of a top yet.  Wait for it to trade sideways and volume to increase.  Don’t buy it in here.


Price: $32.700
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 PAST TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Michael Bowman

(Top Pick Sep 26/13, Up 15.43%) It had a down turn recently.  It has a high barrier to entry and pays a good yield.


Price: $43.040
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 PAST TOP PICK Blackrock Inc.
BLK-N
Michael Bowman

(Top Pick Sep 26/13, Up 23.86%) Very innovative when it comes to ETFs.  Doesn’t know if he would be buying it here.  What was resistance is becoming support.


Price: $335.070
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 DON'T BUY Bankers Petroleum
BNK-T
Michael Bowman

Albanian.  It is a geopolitical risk.  There are so many better opportunities out there.  Prefers to be closer to home.


Price: $5.480
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: No
2014-09-26 HOLD Bonavista Energy Corp
BNP-T
Bill Carrigan

This is one that is underperforming compared to the group.  If it makes a new low since last November ($12) then get out.


Price: $13.080
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY Baytex Energy Corp
BTE-T
Michael Bowman

Market indicators are somewhat neutral.  He thinks the market is in a buy right here.  He does not know where oil is going to go.  They have good property here in Canada.  We have some resistance at about the point we are here.  It could now be support.  You have good yield.  He is a believer in this one.


Price: $42.610
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 TOP PICK CAE Inc
CAE-T
Bill Carrigan

Aerospace is one of his dominant themes.  The pickings are thin in Canada. This gives us exposure to commercial as well as defense. 


Price: $13.480
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: No
2014-09-26 BUY Chorus Aviation Inc
CHR.B-T
Bill Carrigan

Everything corrected in 2011, so we forgive it for that.  We have this resistance since then at $4 and we broke out above it.  It could be in an inverse head and shoulders.  It should come back to test it, which it is.  It could probably be a buy in here.


Price: $4.380
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY Canadian National R.R.
CNR-T
Michael Bowman

They have come down here, but not a heck of a lot.  There is less risk with CNR-T than CP-T.  Priced for perfection.  People think there is no downside to these companies.  Prefers CP-T.


Price: $79.740
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 BUY Crescent Point Energy Corp
CPG-T
Michael Bowman

He has a real problem with oil sands oil.  The world is really down on it.  CPG is a premier company in a fantastic field.  It is light oil. 


Price: $40.110
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 WEAK BUY Crocodile Gold Corp.
CRK-T
Bill Carrigan

You have to make sure micro caps are liquid.  This one is fairly liquid.  He would not add to it, though.  He likes gold as a trade, but don’t go crazy on it.


Price: $0.195
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 HOLD Constellation Software Inc.
CSU-T
Bill Carrigan

There is no sign of a top.  He sees no reason to sell.  Technology is a very good sector to be in.


Price: $279.150
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 HOLD CSX Corp
CSX-N
Bill Carrigan

Does not see any problems with the chart.  Has been in an uptrend since beginning of 2013.  There is nothing wrong with it technically.  Acquire at the bottom of the trend line and reduce at the top.


Price: $32.320
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY DHX Media
DHX-T
Bill Carrigan

Has been quite a winner.  It has been accelerating.  It looks like it wants to go higher here.  There is probably takeover talk.  He thinks it will go higher, but it could be risky.


Price: $8.440
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 DON'T BUY Ensco PLC
ESV-N
Bill Carrigan

We had an uptrend until the beginning of 2013 and then it broke down.  It is levered and went down with the rest of the group.  Let it settle down.  It looks like it is trying to make a 52 week low.  He thinks it has broken support.


Price: $42.460
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 PAST TOP PICK First Quantum Minerals
FM-T
Bill Carrigan

(Top Pick Oct 2/13, Up 19%) He thought the base metals were under loved at the time.  It jumped out of the gate and now the spread from materials in general is widening.  Short term we still have this upward channel. 


Price: $22.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Yes
2014-09-26 WATCH General Electric
GE-N
Bill Carrigan

It represents broadly the US economy.  He likes it.  It has not been a great performer, but on a 5 year basis, it is going up.  This year, it looks like it is trying to build a large symmetrical triangle.  He thinks it will break out.


Price: $25.630
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 WEAK BUY Gilead Sciences Inc.
GILD-Q
Michael Bowman

(Market Call Minute) Likes the sector.  Great HIV drug, Hep-C drug.  Prefers an ETF.


Price: $108.380
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 DON'T BUY Glaxosmithkline PLC
GSK-N
Michael Bowman

(Market Call Minute) They had issues in China with some bribery and corruption.  Sales flat in 2014 and will be for 2 or 3 years.


Price: $46.590
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: No
2014-09-26 SELL Keyera Corp
KEY-T
Michael Bowman

He was up 499% on his position.  Brokerage reports are all saying it has pretty much topped out. 


Price: $90.270
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 DON'T BUY Legacy Oil and Gas Inc.
LEG-T
Michael Bowman

Earnings were down last quarter.  They also saw some really strong production declines.  He would not pick it up here.  Prefers CPG-T(Crescent Point Energy).


Price: $6.100
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 TOP PICK Linamar Corp
LNR-T
Michael Bowman

It is not in play, but they came down when another company in the space was bought.  It was unwarranted.  They now have Linamar transportation.


Price: $58.990
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 WEAK BUY Long Run Exploration
LRE-T
Bill Carrigan

He used to be bullish on Nat Gas, but not crude.  He now thinks Nat Gas has run its course.  It has gone nowhere since 2010.  It is a trader.  You accumulate at support and sell at the top of the range.  It is not a long term investment.  You might accumulate it here.


Price: $4.520
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY Manulife Financial
MFC-T
Michael Bowman

Finds the banks very boring.  They just came out with earnings.  Would prefer an insurer to the banks and thinks MFC-T purchase of Standard Life does a lot for them.  It is a fantastic purchase.


Price: $21.690
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 BUY Magna Int'l. (A)
MG-T
Michael Bowman

Didn’t buy because it was too high.  The company is doing everything they should be doing.  International operation is doing well.  Consumer confidence in the auto sector is at a 15 year high.  Great support at $107.  See Top Picks also.


Price: $112.800
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 DON'T BUY Magna Int'l. (A)
MG-T
Bill Carrigan

He is not bullish in the auto sector.  It has run its course.  It violated its up-trend line.  The question is if it will rally up above the trend line.  He compared to AN-N, which is correcting further.  He would be very careful with the auto sector.


Price: $112.800
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 HOLD Pembina Pipeline Corp
PPL-T
Michael Bowman

Another company pulled out of the area and an analyst thought it would affect PPL-T.  Great balance sheet and management.  It is worth holding right here for the yield.  Thinks the worst is over.


Price: $47.600
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 WATCH Rock Energy Inc.
RE-T
Bill Carrigan

One of the few that made a new high this year.  There is no reason why it can’t go higher.  You would want to know more about the story.  It is one of the few that has broken out of the several year trading base.


Price: $6.650
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 DON'T BUY Sherritt International Corp.
S-T
Michael Bowman

Failed in cash flow and earnings per share and did not have a great quarter at all.  Thinks there will be planned outages on the Madagascar mine.  Once that is up and running he thinks they can cut costs.  His exposure to miners is minimal right now.


Price: $3.590
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 TOP PICK Shawcor Ltd. (A)
SCL-T
Michael Bowman

He was waiting for it to come back to a buy range.  Right at the 200 day M.A.  Buy it here.


Price: $54.500
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 BUY Surge Energy Inc
SGY-T
Michael Bowman

The dividend is very secure.  This is the downturn that everyone has been waiting for.  It is time to start picking up these things.


Price: $7.270
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 TOP PICK SNC-Lavalin Group Inc.
SNC-T
Michael Bowman

Likes the sector.  It has done very well.  They had some issues that are now behind them.  Just bought a large construction and engineering firm. 


Price: $52.160
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 BUY SNC-Lavalin Group Inc.
SNC-T
Bill Carrigan

We began a new uptrend in mid 2012.  There is now no reason not to own it.  You reduce at the top of the trend channel and accumulate at the bottom.  It looks fine to him.


Price: $52.160
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY Suncor Energy Inc
SU-T
Michael Bowman

With oil by rail, maybe Keystone does not matter.  They are a refiner with upstream and downstream operations.  This is a very conservative company.  They had very good dividend increases.  Worth buying here.


Price: $40.690
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 WEAK BUY Trinidad Drilling Ltd
TDG-T
Michael Bowman

He is a big fan of oil and gas infrastructure.  Great balance sheet.  If you compare to PD-T, it has come down as well.  He would prefer PD-T however.


Price: $8.620
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 HOLD Tourmaline Oil Corp
TOU-T
Michael Bowman

It is a highly recommended company by brokerage firms.  It could be a little rich right here.  But he likes to buy companies that a lot of people recommend. 


Price: $49.150
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 BUY Tourmaline Oil Corp
TOU-T
Bill Carrigan

One of the few in an uptrend.  This last corrective period was just US$ related.  You are near the bottom of the trend line.  It looks fine.


Price: $49.150
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
Showing 121 to 180 of 132,471 entries