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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
2016-05-24 HOLD High Liner Foods
HLF-T
Andrey Omelchak

This is a long-term Hold, not a short-term play. They capitalize on the trends of seafood and healthier eating, which are currently very strong across North America. Historically they’ve done an outstanding job, making very good acquisitions, integrating them well. Lately have run into some problems. Organic growth has been negative and they’ve taken on too much debt. They have a leveraged situation which they are now addressing. Feels they’ve done a pretty good job recently in improving the business, and you should see them going back to the positive growth rate.


Price: $18.690
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Industrial-Alliance Life Ins
IAG-T
Andrey Omelchak

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? This is a fantastic company and really well-managed. CEO has done a tremendous job. The company understands risk management. He would not want to bet against this in the long run. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.


Price: $42.200
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Intact Financial
IFC-T
Andrey Omelchak

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? When you have a great business and there is a one-time event that is not replicable, and the company sells off in a material fashion, this is one of the best investment opportunities, and is the kind of opportunity that Intact Financial represents. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.


Price: $91.880
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Innova Gaming Group
IGG-T
Andrey Omelchak

Everybody has been excited about the gaming stocks, but now the tide has changed quite a bit. He looked at this briefly, but wasn’t particularly excited about the portfolio product they have. If investing in this sector, there are several considerations you have to keep in mind. 1.) Make sure the company has a product that is less prone to regulations. 2.) Make sure you have the best player. He is very skeptical about investing in small gaming companies.


Price: $1.170
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 HOLD Kirkland Lake Gold
KGI-T
Andrey Omelchak

(Market Call Minute.) Great management team that has excellent operational experience. They’ve really delivered. Have improved the quality of the gold they are getting.


Price: $10.330
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 HOLD McDonalds
MCD-N
Jennifer Radman

(Market Call Minute.) Still posting negative comps, and yet because they are getting better it is being priced in the market.


Price: $123.950
Subject: US LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-24 HOLD Manulife Financial
MFC-T
Andrey Omelchak

Has had a number of issues in the past, especially with their US investments. Have fixed some of the issues so it is now a better managed company. Wouldn’t consider this as “Best in class”, but more or less in the middle of the pack. Their Japanese operations are very good.


Price: $19.370
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 DON'T BUY Merus Labs International
MSL-T
Andrey Omelchak

Trying to focus on European markets which they feel is less prone to regulation as each jurisdiction in Europe is regulated separately. Have done a number of acquisitions. However, some of the drugs in their pipeline have a declining profile, so you have to be really careful to understand how their base business is doing and how much they are paying for acquisitions. It is hard to gauge whether they have overpaid are not for the right acquisitions, but he doesn’t feel they got them cheap. Also, they have utilized the stock price to pay for some of those. Be very careful on this one.


Price: $1.700
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 HOLD New Flyer Industries Inc.
NFI-T
Andrey Omelchak

This is one of the great Canadian companies. There is a huge bus replacement cycle happening in the US, and there is more and more capital being allocated to this. The company is capitalizing on the huge industry trend, and at the same time management is doing a great job in operating facilities efficiently and providing the product to the different municipalities. Thinks they will continue surprising on the upside in terms of their profitability and their margin expansion and there will be an increasing ROE and ROC. Feels there is still much more wind behind their back. Run by a top management team. There is a multiyear cycle happening right now.


Price: $40.870
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Neulion
NLN-T
Andrey Omelchak

A pretty good company. Just renewed their contract. They are doing a pretty good job in providing technology that is needed to generate high-quality content. A good free cash flow generator. Currently trading closer to its fair value, and this could be a potential take out candidate if they continue delivering.


Price: $1.070
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Pacific Insight Electronics
PIH-T
Andrey Omelchak

They’ve done a tremendous job in delivering, especially since the beginning of the year. Has been able to integrate into the different automobile manufacturers and provides a product that runs better than most of the competition. Not only has there been an increase in new US vehicles, but also the content they provide per vehicle has skyrocketed. It could also be a potential take out candidate. Expects continued ongoing good deliveries, seeing how the industry is shaping up.


Price: $12.830
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 HOLD Power Financial Corp
PWF-T
Andrey Omelchak

A solid Canadian company paying a pretty good dividend yield with good management. Their business is predictable and sustainable with no pending regulatory changes. A good Hold for income oriented investors.


Price: $31.700
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 PAST TOP PICK Robert Half International
RHI-N
Jennifer Radman

(A Top Pick Aug 13/15. Down 26.49%.) Provides staffing services, to mostly middle size companies in the professional space. Has been her most frustrating position by far. Nothing bad is actually happening, and in fact results still look very good, but it is the fear of an expectation of a recession, and how the earnings will look in that sort of environment. This still has a very strong growth rate for the type of economy that we are currently in. She would have had this as a Top Pick but had it the last time she was on.


Price: $40.800
Subject: US LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-24 COMMENT Starbucks
SBUX-Q
Jennifer Radman

Valuation has always scared her. A lot of good stuff has already been factored in. This is an example of a lot of great things happening with the company. Really likes their innovative management, rolling out technology in a coffee shop.


Price: $55.440
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 HOLD Sun Life Financial Inc
SLF-T
Andrey Omelchak

Feels the insurance sector is underappreciated and there is room for potential upside, especially relative to the banks. A solid hold for the long-term, but you have to decide whether you want to be in the insurance space or the banking space. He would be more motivated by insurance.


Price: $45.500
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 COMMENT Under Armour
UA-N
Jennifer Radman

A great and exciting brand. Have a lot of top-notch athletes they have signed to the label. Most of the younger kids coming up and playing sports are under this label. It is also benefiting from the overall athletic trend for people who are looking for the sporty look. Thinks the market is expecting 25% growth in earnings this year, and yet there is still a 60X earnings multiple on the stock. When you get into these types of valuations, a lot of the excitement is already priced in. A bit rich for her.


Price: $38.220
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 BUY Union Pacific Corp
UNP-N
Jennifer Radman

(Market Call Minute.)


Price: $81.290
Subject: US LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-24 COMMENT UrtheCast Corp
UR-T
Andrey Omelchak

Takes high-definition pictures and videos from space, and can monetize this with their partnerships. However, the proof is really in the pudding. To date they haven’t generated much in terms of cash flow. They still need to install more cameras. When all cameras are placed in one space station you have to be careful, even though they have this insured. This is more of a speculative story.


Price: $1.050
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2016-05-24 HOLD Viacom Inc.
VIAB-Q
Jennifer Radman

(Market Call Minute.)


Price: $41.300
Subject: US LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-24 COMMENT Walgreen Boots Alliance
WBA-Q
Jennifer Radman

This did the Boots’ acquisition which gives them the 1st cross-border type of benefit. She has stayed away from a lot of these consumer staple kind of names, on the prospect of a higher interest rate. Ever since the recession there has been a huge need for yield.


Price: $77.150
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 PAST TOP PICK Whirlpool Corp
WHR-N
Jennifer Radman

(A Top Pick Aug 13/15. Up 2.13%.) It’s the housing side of things and consumer spending that is doing well in the US economy. The company is getting some product launches and some good momentum. Recently did acquisitions in Europe and China which are starting to do well. Also, has some Brazil exposure amounting to about 15% of its revenue. Still likes.


Price: $174.250
Subject: US LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-24 COMMENT Wal-Mart Stores Inc.
WMT-N
Jennifer Radman

Same-store sales was a bit of an issue in an unexciting stock. It is so big and so entrenched that it is hard to see how they really get beyond GDP growth kind of revenue. She is on the sidelines for this.


Price: $70.240
Subject: US LARGE
Bias: UNKNOWN
Owned: No
2016-05-24 TOP PICK Exco Technologies
XTC-T
Andrey Omelchak

Specializes in providing different support things for the automobile sector, so are really capitalizing on this uptrend in autos. Well-managed with a top notch management team. They are having a CEO transition, which he is not too concerned about, as the past CEO will become chairman. The stock has been beaten down with the sector, which he feels is premature. Everybody is speculating that new car sales have reached their peak. Even if that is so, this company is trading at extremely attractive valuation multiples. They have quite a bit of revenue coming from outside of North America. Feels they will also have opportunities to deploy excess capital. Has about $30 million in excess capital. Dividend yield of 2.25%.


Price: $12.540
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2016-05-24 TOP PICK Yellow Media Inc
Y-T
Andrey Omelchak

This has evolved from a Yellow Pages directory into a media company. 62% of their revenues come from their media assets. They are repaying their debt very aggressively and improving their capital structure. They’ve done this in France, and are now doing it in Canada. Trading at very attractive EBITDA multiples.


Price: $19.220
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2016-05-20 N/A A Comment -- General Comments From an Expert
A Commentary
Cameron Hurst

Market. Feels the US bull market is getting mature, and you have to be a little more selective, but there are spots that are working. Something interesting that is playing out right now is that there are currently significant potential negative outcomes that people are fussing and worrying about. Donald Trump has been sabre rattling like crazy in a horrible and corrosive campaign. That is very destabilizing for markets. If he becomes US president, he has no experience, no political pedigree, and doesn’t know how to make Washington work, which is a bit nerve-racking. Markets feed off certainty better than uncertainty, predictability better than the opposite. He doesn’t think it will ultimately happen.


Price: $0.020
Subject: US EQUITIES
Bias: UNKNOWN
Owned: _N/A
2016-05-20 N/A A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Markets. The uncertainty in the market is going to be with us right through to the end of the year. The biggest unknown is the Central Banks and how much of a mess have they really created. He has been on the negative side, not believing that the experiment would work. Because of that, there are a lot of really smart people on Wall Street preparing themselves by buying insurance against a negative outcome of their actions. The best protection for that is gold. The demand for gold is continuing to increase, and on top of that the price is being kept down by what he thinks is a little bit of counterfeit on the futures market. Right now we have 500 contracts that are paper versus one actual insurance policy. That is not going to last. The real demand will continue to pick up going forward. If the central banks have lost control, as he thinks, they won’t be able to raise rates and are going to have to play the negative rate environment. For Canadian investors it is important to understand that our government has sold all of its gold. The Cdn$ is going to be in a negative unwinding of this. He particularly recommends that Canadian clients hedge themselves by allocating some of their investment assets into gold.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: _N/A
2016-05-20 COMMENT A Comment -- General Comments From an Expert
A Commentary
Jaime Carrasco

Energy. Has been out of this since October 2014, but now thinks we have hit bottom and it is a good time to start adding some really cheap stocks in this area.


Price: $0.020
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 WAIT Alcoa
AA-N
Cameron Hurst

Wouldn’t go into this just yet. It is still firmly in the value investor camp. Starting to gain traction and commodity stabilization is starting.


Price: $9.110
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-20 COMMENT Amerisourcebergen Corp
ABC-N
Cameron Hurst

A big drug distributor. Part of the problem is drug pricing, and generic pricing has become a bit of a political issue as well. Have a sustainable and growing dividend, but now it is in a situation where even if management gets it all right, there is a huge investor turnover to work through before starting to make your money back. He tends to avoid these because the return over time is not very good.


Price: $74.820
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-20 COMMENT Artis Real Estate Investment Trust
AX.UN-T
Jaime Carrasco

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes Crombie as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. On this one he is wondering at what point he starts to enter again.


Price: $13.550
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Unknown
2016-05-20 BUY Brookfield Renewable Energy
BEP.UN-T
Jaime Carrasco

Although he cut back on his REITs last fall, he is now adding back because some of the yields are quite nice. However, he is still cautious on the sector. Likes this one and is adding to his holdings. Have great properties globally. Dividend yield of 6.13%.


Price: $38.040
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 TOP PICK Barkerville Gold Mines
BGM-X
Jaime Carrasco

This is going to become one of Canada’s highest producing gold mines. It is in BC with low political risk. High grade gold and they start production sometime this year.


Price: $0.485
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 COMMENT BTB Real Estate Investment Trust
BTB.UN-T
Jaime Carrasco

(Market Call Minute.) Not a bad REIT. Good yield.


Price: $4.680
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Unknown
2016-05-20 COMMENT Cameco Corporation
CCO-T
Jaime Carrasco

This is strictly a supply/demand scenario. Right now there is so much momentum in other things that he would be shoring up those monies in the areas where he sees momentum coming, and that would be on precious metals.


Price: $14.920
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Unknown
2016-05-20 COMMENT Crombie Real Estate Investment Trust
CRR.UN-T
Jaime Carrasco

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes this one as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. He has just raised the target. A very steady, safe, boring business that generates a lot of cash flows.


Price: $14.720
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 HOLD Cominar Real Estate Inv Tr
CUF.UN-T
Jaime Carrasco

Why have they discontinued the DRIP? If a company has stopped their DRIP program, it’s more that they don’t want to continue issuing shares and continuing its dilution. REITs are a good place to be, and this is one of the better ones. His company has it as a Sector Perform with a $17.50 target in 12 months.


Price: $17.390
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 COMMENT CVS Health Corp
CVS-N
Cameron Hurst

You are dealing with a staple, so you have a rich valuation. Likes their diversified model with the retail component and the PBM (Pharmacy Benefits Management). They put up very consistent double digit growth. Trading at 15-17 times, so you are paying for it, but you are also paying for its consistency. He would be very comfortable with this name.


Price: $99.460
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 PAST TOP PICK Dream Global REIT
DRG.UN-T
Jaime Carrasco

(A Top Pick May 1/15. Down 2.34%.) Reduced his holdings. He likes to hold this and the Australian REIT to diversify his REIT exposure globally. This one has a lot of very good properties in Germany, and it’s all commercial. Germany is at the bottom, and this is a good place to be adding to. Dividend yield of 8.8%.


Price: $9.090
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 HOLD Eurocontrol Technics Group Inc
EUO-X
Jaime Carrasco

One of the more hidden high-tech plays within his portfolio. He likes management. At the molecular level, they can track oil to see if it has been diluted or not. In this whole terrorism thing, this has become a very big deal. A very interesting technology and going forward they will do quite well.


Price: $0.190
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 DON'T BUY Ford Motor
F-N
Cameron Hurst

(Market Call Minute.) Strong OEM story. A lot of it has been played out. Feels we are now in a toppy auto cycle. He would be a little cautious.


Price: $13.190
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-20 DON'T BUY Fitbit Inc
FIT-N
Cameron Hurst

(Market Call Minute.) This falls into the fad investing category. He is not entirely convinced that it is that effective.


Price: $14.600
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 TOP PICK Franco-Nevada Corp
FNV-N
Cameron Hurst

A relatively conservative play on gold. He likes the royalty streaming assets that they do, as opposed to being in the ground and trying to dig it out where you have a lot more risk and volatility. He likes gold right now, based on global negative interest rates. Dividend yield of 1.36%.


Price: $65.520
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 HOLD First Majestic Silver
FR-T
Jaime Carrasco

To him this is a top in silver companies. He is quite happy to hold on right now.


Price: $15.040
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 PAST TOP PICK Freehold Royalties
FRU-T
Jaime Carrasco

(A Top Pick May 1/15. Down 33.06%.) He got stopped out on this.


Price: $11.160
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 COMMENT Gibson Energy
GEI-T
Jaime Carrasco

Not a bad place to start adding. Doesn’t see this as an energy company, but more as a pipeline. Dividend yield of 8%, which he thinks they can maintain.


Price: $16.150
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 COMMENT Hudbay Minerals Inc
HBM-N
Cameron Hurst

The chart on copper is very early. The commodity cycle seems to be getting its footing. A lot of this has to do with China. Still pretty early. There is a strong earnings revision cycle, especially on something that can be is highly torqued as minerals.


Price: $3.860
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 PAST TOP PICK Home Depot
HD-N
Cameron Hurst

(A Top Pick Aug 21/15. Up 15.92%.) Feels very comfortable with this. It just continues to tick along in the band of top growth rate. US housing market is doing really well and this feeds into both sides of this company, the Pro and the DYI.


Price: $131.850
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 DON'T BUY Hewlett-Packard Co
HPQ-N
Cameron Hurst

Chart does not look strong. You have to validate as many factors as you can to raise the odds of success, and he does this by using technicals. This company gets tripped out of his process by the technicals. A great company, but not a great stock right now. This company is not really strong in the higher growth segment. 4.25% dividend yield.


Price: $11.660
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 WAIT H&R Real Estate Inv Trust
HR.UN-T
Jaime Carrasco

His only concern would be their Alberta properties. This is one of the most solid REITs in Canada. Wouldn’t be too concerned about the yield, but wouldn’t necessarily overweight it because of its regional exposure to Alberta.


Price: $21.770
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Unknown
2016-05-20 HOLD Lithium Americas Corp
LAC-T
Jaime Carrasco

All of a sudden there is a whole slew of interest on lithium, but thinks some of the stocks have gotten ahead of themselves. If you already own this, he would continue to Hold. The company has a particularly good project in Argentina, where there is a lot of lithium out of salt beds. They have done a joint venture with SQM out of Chile, one of the biggest players in lithium, which bodes really well for this company.


Price: $0.880
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 PAST TOP PICK Monster Beverage Corp
MNST-Q
Cameron Hurst

(A Top Pick Aug 21/15. Up 6.68%.) Coke (KO-N) has a 20% stake, and that ultimately opened up international distribution in a big way. Also, pulled in some margin accretive aspects of the business, such as concentrates and syrups. Thinks this ultimately become part of Coca-Cola.


Price: $147.900
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 COMMENT Netflix Inc.
NFLX-Q
Cameron Hurst

This was one of the driving forces behind the upgrade in content on TV and they did really well. From his perspective, it looks good. Trading strongly and has come off the bottom. Because the stock had such a huge run last year, it probably needs some time to work that off, and might become investable again. If you are nervous, this is the kind of name that you could trim back for now, and then on a break out go back in.


Price: $92.490
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 BUY Northland Power Inc
NPI-T
Jaime Carrasco

Considering how much we pay on our monthly bills, the future is quite good for most utilities. He likes this one. Dividend yield of 4.9%.


Price: $22.210
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 DON'T BUY Pengrowth Energy
PGF-T
Jaime Carrasco

He is torn on this. Had owned it in the past for a long, long time. Lately he thinks this has matured way too much, so it is not one of his top picks on the energy front.


Price: $2.370
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 COMMENT Prudential Financial Inc
PRU-N
Cameron Hurst

Currently there has been a ratcheting higher of expectations for a rate increase, which would be positive for financials. People think a higher rate will push the yield curve on the short end higher, which should reflect higher inflation expectations in the out years, lifting the long end of the curve. There is a feeling that everyone is currently dramatically underweight on financials. There is probably some short term life to financials. Doesn’t feel rates are going to go high quickly. He holds a neutral to bearish views on financials.


Price: $77.670
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 BUY Royal Caribbean Cruises
RCL-N
Cameron Hurst

(Market Call Minute.) This is hanging in really well. They just put up some strong numbers. Yield and revenues have been quite good. Chart seems reasonably supportive from this point on.


Price: $78.900
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 COMMENT Royal Dutch Shell PLC (A)
RDS.A-N
Cameron Hurst

One of the big, global energy plays. It does look like energy is turning, which is the single most important driver for this company. Prefers Schlumberger (SLB-N). Feels the theme is very early, but the right stability factors seem to be in play. All these companies have technical formations that gets him interested. (See Top Picks.)


Price: $49.220
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 COMMENT Ross Stores Inc.
ROST-Q
Cameron Hurst

US retail. This company is pretty good. Had an earnings miss recently and the stock was beaten up a little. Has moved into a negative earnings revision cycle. Feels the company is pretty well run, but the industry is running into some strong headwinds. If you own, he would recommend using a stop loss.


Price: $52.490
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 COMMENT Pure Multi-Family REIT LP
RUF.U-X
Jaime Carrasco

(Market Call Minute.) He likes this, but would not overweight it, because it is more residential. Likes commercial real estate a lot better.


Price: $5.600
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Unknown
2016-05-20 BUY Sienna Senor Living Inc
SIA-T
Jaime Carrasco

Luxury senior resident REITs? He would look at this. Likes their properties. Their cash flow payment has been pretty steady. Management is extremely good.


Price: $17.100
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
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