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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-26 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
2014-09-26 SELL Temple Hotels
TPH-T
Bill Carrigan

You have a base in 2010, then a run up and then flat to now.  He does not want the recent low to be violated.  He would run away.


Price: $5.220
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY Vermilion Energy Inc
VET-T
Michael Bowman

(Market Call Minute) Came down again: a great opportunity to buy.  Great yield.  European oil so they get the higher price.


Price: $66.530
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 HOLD Vermilion Energy Inc
VET-T
Bill Carrigan

One of the few that that is up here.  You have to go with the inherent strength.  This is the typical corrective period.  If the US$ calms down then this stock will.  It broke below a trend line.  If it jumps above it it may go higher.


Price: $66.530
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY Whitecap Resources
WCP-T
Michael Bowman

Classic company, came out with a growth and dividend kind of model and are succeeding with that.  Well managed with a fantastic balance sheet.  Good infrastructure business. 


Price: $16.050
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-26 BUY West Fraser Timber
WFT-T
Bill Carrigan

Thinks the whole sector is surprisingly positive, but he doesn’t know why.  When he looks at lumber over the long term, it is one of the few commodities that is basing.  There is no sign of a top with WFT-T.  He thinks it will go surprisingly higher.


Price: $53.980
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Unknown
2014-09-26 BUY WSP Global Inc.
WSP-T
Michael Bowman

(Market Call Minute) Loves it.  Loves the construction.


Price: $35.630
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 DON'T BUY Yamana Gold Inc.
YRI-T
Michael Bowman

It was a top pick 2 or 3 years ago and was the only stock he sold before returning to Market Call about a year later.  There are better companies out there.  The only gold people should own right now is bullion. 


Price: $6.970
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: No
2014-09-26 PAST TOP PICK BMO Equal Weight Bank ETF
ZEB-T
Bill Carrigan

(Top Pick Oct 2/13, Up 24.09%) It is going to be very close to financials in general.  It outperformed the TSX.  There is still no sign of a top.


Price: $23.900
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: No
2014-09-26 TOP PICK BMO Junior Gold Index ETF
ZJG-T
Bill Carrigan

Strictly a trade.  The divergence has become extreme against the TSX-T.  When we get these extreme oversold levels he buys it for a trade.  Give it three months and get out when it starts to spin its wheels.


Price: $6.950
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: Yes
2014-09-26 PAST TOP PICK BMO Equal Weight REITs Index
ZRE-T
Michael Bowman

(Top Pick Sep 26/13, Up 11.14%) At that time he felt there was risk of a rate increase further.


Price: $19.520
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Yes
2014-09-26 TOP PICK BMO EqWt US HthCare Hedged CAD
ZUH-T
Bill Carrigan

It is hedged to the Canadian dollar.  Healthcare.  He wants to be in healthcare.  It is outperforming.  The uptrend is a long, gradual advance.


Price: $35.570
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVE
Owned: No
2014-09-26 BUY BMO US High Dividend C. C. ETF
ZWH-T
Michael Bowman

Dividends account for a very big chunk of a portfolio return.  There was a double top in June and July.  There is good support where it is now.  Pays monthly distributions.


Price: $16.080
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: Unknown
2014-09-25 N/A A Comment -- General Comments From an Expert
A Commentary
Michele Robitaille

Markets.  We have seen a sell off in the last couple of weeks.  There is a bit of sector rotation also.  Everyone is trying to figure out when the Fed is going to start raising rates.  There is a perception that when they do they will keep going and possibly more aggressively.  She has excess cash and is slowly putting money to work, but she is cautious and doing so slowly.  It is about where there are attractive valuations.  Energy infrastructure are good examples.  She is watching to see how much correction there is.  Financials are somewhere she is looking also.  Some consumer names have corrected too.  REITs will not get hit hard when rates rise because they refinanced at lower rates.  There is always a sentiment selloff in REITs when rates rise and it presents a buying opportunity.  You need to look for REITS with strong organic growth profiles, strong balance sheets and properties in the right classes.


Price: $0.020
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: _N/A
2014-09-25 N/A A Comment -- General Comments From an Expert
A Commentary
Michele Robitaille

Insurers vs. Banks.  Prefers insurers over the banks because banks had a stronger run this year.  The loan market in Canada is slowing down.  Insurers are priced more attractively and growth prospects are a little better.  Will benefit from rising rates.  For banks she prefers banks that are active outside of Canada.


Price: $0.020
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: _N/A
2014-09-25 N/A A Comment -- General Comments From an Expert
A Commentary
Genevieve Roch-Decter

Markets.  We had a bumpy ride this week.  Since June the energy index is down 14 percent, but the energy infrastructure sector is only down 4%, as is the TSX.  She is about 10% cash.  She thinks there is a little more downside yet.  The indices have broken their major support levels.  You have to see if the economy will continue to recovery after liquidity is pulled off before you think of raising rates. 


Price: $0.020
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: _N/A
2014-09-25 BUY Pure Industrial Real Estatetrust Trust
AAR.UN-T
Michele Robitaille

Likes it because of good quality and industrial properties.  There is good demand and vacancy is going down. 


Price: $4.410
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Yes
2014-09-25 TOP PICK Altagas Ltd
ALA-T
Michele Robitaille

Not just for the gas.  They are well diversified.  They have power and utilities.  Strong growth profile and much is from long life contracts.  They have a great track record with projects on time and on budget.  They set themselves up for low risk growth opportunities.  Valuation is really attractive.


Price: $46.860
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Yes
2014-09-25 HOLD Altagas Ltd
ALA-T
Genevieve Roch-Decter

Don’t sell.  There is nowhere else you can go in the market for contracted long term earnings.  This is one of her favourites.  The direction this company is going in is export.  A recent acquisition lets them export propane and they are into two LNG projects on the west coast.  They want to be the first on the west coast to have an LNG project.  This will give them the credibility to then build a much bigger LNG project.


Price: $46.860
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: Unknown
2014-09-25 BUY Allied Properties REIT
AP.UN-T
Michele Robitaille

One of the REITs she likes. Well managed.  In office space.  Insulated to pressures that will hit the office market.  Organic growth opportunities.  She really likes it long and short term.


Price: $34.090
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Unknown
2014-09-25 COMMENT Apache Corp
APA-N
Genevieve Roch-Decter

They decided they would not go forward with the LNG project.  They are looking to spin out that project.  Depending on what happens with LNG tax in BC, there could be value there.


Price: $93.310
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: Unknown
2014-09-25 SELL Artis Real Estate Investment Trust
AX.UN-T
Michele Robitaille

(Market Call Minute)They don’t have particularly great quality buildings.  They don’t have a focused strategy and there is no organic growth profile there.


Price: $15.350
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: No
2014-09-25 PAST TOP PICK Badger Daylighting
BAD-T
Genevieve Roch-Decter

(Top Pick Aug 28/13, Up 50.56%) Still holds it.  She is buying it down here. They reported a decent Q2, but guided they would slow the build rate on their trucks.  It gave people an excuse to sell.  It is a fantastic company.  Great balance sheet, & dividend.  It will take a couple of quarters to build back up, but she would buy it here.


Price: $27.830
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: Yes
2014-09-25 PAST TOP PICK Boardwalk REIT
BEI.UN-T
Michele Robitaille

(Top Pick Nov 21/13, Up 16.64%) Still one you should own.  Very well managed, low debt, some development opportunities. 


Price: $68.030
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Yes
2014-09-25 PAST TOP PICK Bonavista Energy Corp
BNP-T
Michele Robitaille

(Top Pick Nov 21/13, Up 3.83%) They had a bit of a round trip here.  They benefited from stronger gas prices which have muted since so it came back down.  Their liquids content is coming back up.  Their debt is high, but they are going to sell some assets.  Their dividend is safe because they hedge their assets.  They have relatively low cost operations.  Great management and technical teams.  It is in oversold territory.  Prefers others in the space at present.


Price: $12.870
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Yes
2014-09-25 TOP PICK CASH
CASH
Genevieve Roch-Decter

She is letting it accumulate because the market may pull back a little more.  We don’t need to jump in just now, but she wants to see how things play out.


Price: $0.010
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: Yes
2014-09-25 SELL Chicago Bridge & Iron Co.
CBI-N
Genevieve Roch-Decter

Energy infrastructure.  Was a top pick within the last year.  She is down and she sold it since.  Acquired a nuclear plant building company, but it takes time to build nuclear plants and it is draining their cash flows.  There is a disconnect between earnings and cash flow and people can’t figure it out.  So she exited the position.  Warren Buffet is buying so they know something she does not.


Price: $58.700
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: No
2014-09-25 WAIT Calfrac Well Services Ltd
CFW-T
Genevieve Roch-Decter

Likes the drillers and frackers better than ENPs.  But these are stocks you don’t want as core holdings.  Just hold small amounts.  She thinks they will get hurt on margins in the third quarter because fracking sand prices have increased significantly.  Q4 and Q1 will probably look better.  You can probably enter these stocks a little lower.


Price: $17.430
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: Yes
2014-09-25 BUY Crescent Point Energy Corp
CPG-T
Michele Robitaille

Equity issue hides the actual operating results.  You could see a little bit more sell off here.  The market is overdue for a consolidation, however.  If you can get in here it has good fundamentals.


Price: $39.280
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Unknown
2014-09-25 BUY Crescent Point Energy Corp
CPG-T
Genevieve Roch-Decter

Just did an $800Million equity issue.  All the deals recently in the energy space are under water.  This is a long term hold.  She thinks the management is outstanding.  They are ahead of the curve in crude by rail and get the highest net backs.  Canadians can sell their oil anywhere, unlike the US.  She would buy it here as it is a bargain.


Price: $39.280
Subject: NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias: CAUTIOUS
Owned: Yes
2014-09-25 STRONG BUY Chartwell Seniors Housing
CSH.UN-T
Michele Robitaille

She likes it.  One of the better REITS to buy in this environment.  Less interest rate sensitive.  They can pass through inflation increases to customers.  They have improved operational performance under their new CEO and they have new runway.  They ate their way through supply and demand issues.  They are at 89% occupancy.  Payout is reasonable and they might increase it next year.  One of the better companies in the group.  5% yield is absolutely sustainable.  A little room for capital appreciation.  There has been a lot of M&A activity in the US in this area.


Price: $10.890
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Unknown
2014-09-25 DON'T BUY Cominar Real Estate Inv Tr
CUF.UN-T
Michele Robitaille

Not one of her favourites.  A Quebec based REIT.  They brought their leverage up too far with recent acquisitions and she does not see enough organic growth potential.


Price: $19.030
Subject: HIGH YIELD EQUITIES & REITS
Bias: CAUTIOUS
Owned: Unknown
Showing 181 to 240 of 132,500 entries