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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
2016-02-09 BUY Walgreen Boots Alliance
WBA-Q
Andy Nasr

Likes the stock at this level. Relative value compared to the S&P 500 usually trades at a premium, and that has since come in quite substantially. This is a great entry point. If you normalize for the synergies that they can get from the Rite Aid acquisition and the Alliance Boots acquisition, you are looking a pro forma earnings upwards of $7 per share they could realize a couple of years out. This is a stock that typically traded in the range of 15-20X earnings, so there is a lot of upside potential. You could buy Rite Aid (RAD-N), which would be a lower risk way to get a little bit of upside into your broader portfolio.


Price: $74.930
Subject: NORTH AMERICAN DIVIDEND & REITs
Bias: UNKNOWN
Owned: Yes
2016-02-09 COMMENT Westjet Airlines
WJA-T
Andy Nasr

Doesn’t own any airline stocks as it is very cyclical. You couldn’t ask for a better management team or a better quality company, if you’ve got a long-term time horizon. However, there are recession risks in Canada and concerns about capacity and pricing. A lot of those things are being reflected in the valuation. If oil prices go up and economic fundamentals stabilize, there should be some firmness and pricing which should prop up the stock and the valuation. This is a good entry point. Dividend yield of 3.6%.


Price: $15.490
Subject: NORTH AMERICAN DIVIDEND & REITs
Bias: UNKNOWN
Owned: No
2016-02-09 COMMENT Wal-Mart Stores Inc.
WMT-N
Christine Poole

Somewhat defensive in that their consumer base tends to be lower income. They made the announcement that they were investing into the future with online initiatives, so with all the bad news out there, this had a bit of a rally. This is a tough space and she is not looking to get into that retail space.


Price: $65.810
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-02-09 TOP PICK George Weston Ltd.
WN-T
Andy Nasr

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.


Price: $103.020
Subject: NORTH AMERICAN DIVIDEND & REITs
Bias: UNKNOWN
Owned: Yes
2016-02-08 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  You are better to put money in the market when the market is down 1.57% (a statistically calculated amount), such as on a day like today.  He thinks the Fed will suggest they won’t increase interest rates in March.  If we are going into a moderate recession, the US market is not down, even if the rest of the world is.  At some point this year we might see the S&P at the 16-17 hundred level.  The S&P could go up 10%, or it could lose.  This earnings season is far better than expected.  The top line growth, however, has been declining for a year, plus.  Best case scenario the market goes sideways, but there will be trading opportunities.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-02-08 COMMENT A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

What ETF for Canadian TSX exposure.  ZCN-T is the entire Canadian TSX.  XIC-T is the entire TSX and VCE-T is the MSCI Canada version of the index. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 WAIT A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Oil.  He thought it would bottom in the $40s, not the $20s.  He got in early.  He is not inclined to do more at present.  There could be bankruptcies in the oil space in North America.  If you have not stepped in, then wait.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-02-08 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Markets.  The S&P should post its biggest earnings decline in 7 years.  The forecast for 2016 is for an over 3% decline.  This should lead to a decline in US employment.  There is a potential for a decline in the US economy.  The NASDAQ is at a 15 month low.  Many stocks are trading at high PEs.  He expects a broad decline in the US markets.


Price: $0.020
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: _N/A
2016-02-08 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  How to make Smart Monthly Withdrawals.  0.8% is the monthly average return of the S&P over history.   Look at the percentage difference between the current S&P price and the 21-day moving average.  If the current monthly return is twice as much as the average monthly return, it is time to take money out of the market.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-02-08 N/A A Comment -- General Comments From an Expert
A Commentary
Jerome Hass

Markets. People tend to think of a Hedge Fund as a higher risk, but if it is done right it can help reduce volatility in a portfolio. On a day like today, you want to protect capital. The usual way people do this is by moving from securities into cash. Then when the market starts to rally they feel they are being left behind and they move back into securities. This means they have 2 market timing decisions. Market timing is something investors can’t do well on a consistent basis. Pair Trading helps to minimize some of that risk. There are 3 different types of major risks in investing. Market risk where the market goes up or down, industry specific risks that affects all companies within the sector equally, and finally company specific risk. On a Pairs trade he goes Long a position within the same sector, and Short a stock within the same sector. Think of this as a fraction with the long position as the enumerator and the short position as the denominator. The market risk, industry specific risk and company specific risk are in both the enumerator and the denominator. Like a fraction, you can cancel out the market specific risk on both sides and you can cancel out the industry specific risk on both sides, and you are left with company specific risk over company specific risk. He likes to isolate those factors as it is a much more precise way to invest. Decided about 3 years ago not to make any direct investment in resource, long or short. In a non-resource name there is a much better ability to understand a company. Both his funds were up last year.


Price: $0.020
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: _N/A
2016-02-08 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Jerome Hass

Bitcoins? He is very cynical about the bitcoin space, and thinks it is very ripe for Short opportunities. Some of the names out there are not big enough to Short. If you are thinking about going Long, there are a lot better places to put your money.


Price: $0.020
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 COMMENT Pure Industrial Real Estatetrust Trust
AAR.UN-T
Jerome Hass

He likes the industrial space within the REITs and the fact that this company was buying individual buildings 1, 2 or 3 at a time, largely from private investors. They were getting 18%-18.5% cap rates, which is very attractive. Got a new CEO who changed the style of the company of what they were buying, so he exited his position.


Price: $4.400
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 DON'T BUY AutoCanada Inc.
ACQ-T
Robert McWhirter

People are concerned about declining car sales and about the ability for lenders to be happy to lease or loan for autos.  Most recent earnings were down and forecasted lower this year.  If they deliver earnings growth it is a good deal.  He is cautious on whether they can deliver good earnings.


Price: $18.300
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Alaris Royalty
AD-T
Jerome Hass

Makes investments within private companies, and holds a stable of companies within that. They get a return on their capital from that. The company holds about 12 positions in their portfolio, with a lot of the exposure in Western Canada and Alberta. That region is experiencing difficulty. Even in good times he doesn’t think their business model is such that they charge enough for providing capital. Prefers Grenville Strategic Royalty (GRC-X).


Price: $23.220
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 TOP PICK Agnico-Eagle Mines
AEM-T
Robert McWhirter

It has been a star recently.  It is a gold company that pays a dividend.  There is 10% trailing cash flow so lots of room to increase the dividend.  2.3% free cash flow.  PE is .38.  It is one of the few gold companies with attractive fundamentals going forward.


Price: $47.240
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 DON'T BUY Ag Growth International Inc
AFN-T
Robert McWhirter

Earnings estimates chopped by 22%.  Analysts are still optimistic for a 46% growth in the second half of this year, but he is not positive given that earnings are currently down 69%. 


Price: $26.990
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY Alamos Gold Inc
AGI-T
Robert McWhirter

He has a quarterly, weekly and daily buy signal in gold.  He is generally optimistic across all gold stocks.  If the price of gold moves up you will see a significant earnings revision.   This one has a huge leverage to gold.  Hold it for two years, or get an ETF or one of his top picks.


Price: $5.740
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 PAST TOP PICK Sphere 3D
ANY-Q
Jerome Hass

(A Top Pick Feb 10/15. Up 53.55%.) *Short* Has a virtualization software that is supposed to enable full applications of software on mobile devices. Sounds good in theory, but hasn’t really delivered in terms of sales or earnings. Did some capital raises lately, and it is relatively expensive. It is very difficult to short the name now, because it has become quite crowded, and he lost his “Borrow” on the name.


Price: $1.700
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 BUY Algonquin Power & Utilities Corp
AQN-T
Robert McWhirter

It is like one of his three Top Picks.  They have long term power purchase agreements, a 4.2% secure dividend.  Most recent earnings have been increased 16 percent this year, 20% next year.  People have confidence in this and other renewable energy companies.


Price: $11.840
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 BUY Amaya Gaming Group Inc.
AYA-T
Robert McWhirter

Analysts are forecasting earnings growing to $2.33, up 61% from last year.  PE is 8 times. 


Price: $18.480
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Amaya Gaming Group Inc.
AYA-T
Jerome Hass

Has been in the news recently because management talked about taking the company private at $21 cash. He had been short this for most of last year. (A hedge for a long position in another online gaming company.) Just covered his Short position. Has always been skeptical of management and the difficulty they are going to have in getting into the US market. If this doesn’t go private, he might put his Short position back on.


Price: $18.480
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 BUY BCE Inc.
BCE-T
Robert McWhirter

They recently reported earnings and they were positive.  They raised the dividend.  Rogers did not raise their dividend.  BCE-T is ranked in the top 15% of their database.  There is a good opportunity to grow the dividend.


Price: $58.230
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 TOP PICK Boralex Inc.
BLX-T
Robert McWhirter

940 Megawatts of power in three countries.  3.5% yield and a reasonable payout.  Earnings estimates were cranked up by 14% in the last 90 days.


Price: $15.190
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 PAST TOP PICK Bank of Montreal
BMO-T
Jerome Hass

(A Top Pick Feb 10/15. Up 1.34%.) *A Short paired with GCG.A Long*. The reason for this trade was that Guardian has sold its mutual fund business to BMO in exchange for $5 million of BMO shares.


Price: $73.530
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 COMMENT Callidus Capital Corp
CBL-T
Jerome Hass

An asset based lender within Canada, and the only one in Canada which does asset based lending. This is a golden age for them because as the banks tend to tighten up their capital, the marginal borrower who would have got a loan from the ban, has now gone to this one. The quality of their loan book actually improves in circumstances like this.


Price: $8.000
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 BUY Clearwater Seafoods Inc.
CLR-T
Jerome Hass

There is a scarcity in Canada of consumer stocks, and as a consequence this gets on institutional managers’ radar screens. Likes the dynamics of the industry. On many species they have 100% monopoly in Canada, but there is clearly a declining supply. Ability to deliver is critical, but at the same time there has also been increasing demand. Likes that there is diminishing supply and increasing demand, so in the long-term he sees the price going up. Made a major acquisition out of Scotland, which he thinks is going to give a kick to earnings in 2016. In the latter part of 2015, they brought in a fishing boat that is going to increase productivity.


Price: $11.070
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 BUY CRH Medical Corp.
CRH-T
Robert McWhirter

They have gone through some lumps.  Analysts are expecting earnings growth of 69%.  It looks like they finally turned the company around.  14 times PE. 


Price: $3.460
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 PAST TOP PICK Constellation Software Inc.
CSU-T
Robert McWhirter

(Top Pick Mar 19/15, Down 0.74%) The sale worked out well and one of his stop losses kicked in and he sold.  He is continuing to watch it before repurchasing.


Price: $447.770
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 COMMENT Constellation Software Inc.
CSU-T
Jerome Hass

This is a serial acquirer in the software space and have done fantastically well with that business model. It has had a great 10 year run. He is generally very cynical about serial acquirers, so didn’t go into this. Doesn’t feel he can know this name as well as he would like to, because it is hard to see what the true organic growth is when they are making acquisitions. He wouldn’t look at this at these levels.


Price: $447.770
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 COMMENT Canadian Western Bank
CWB-T
Jerome Hass

This bank had a great run over the previous 10 years, but has gone through a rough patch recently. He is Short this, largely because of its exposure to Western Canada. Thinks there is a rough patch coming. If you look at how they performed in 2008-2009, a lot of the provisions really didn’t come in until late 2009, and carried on until 2011. Feels the market is not anticipating some of the issues they are going to have. Also, in the last conference call, they have a very substantial “preferred share book” which has been very hard hit. They did not take a write down to that portfolio, but it they wrote it down to its current market value, it would essentially wipe out at least the last quarter if not more in terms of earnings. He can still see a 10%-20% downside.


Price: $22.160
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 TOP PICK Currency Exchange Intl.
CXI-T
Jerome Hass

This is a niche business in the non-banks sector. The stock has fallen back partly because the market has been waiting 2 years for them to get their Schedule 1 bank license. When they do get it, it opens up a lot more doors in terms of marketing. (A lot of banks will deal only bank to bank in terms of a foreign exchange vendor.) Also, it would give them direct access to Central Banks, so they don’t have to pay a middleman in order to get access to foreign exchange. Thinks they are on the cusp of getting that bank license. Unfortunately, the summer election and the change in government have delayed that.


Price: $22.010
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 COMMENT Concordia Healthcare
CXR-T
Jerome Hass

Has been a serial acquirer in the past and did a very large acquisition in Sept/Oct last year. Have about 190 drugs in their portfolio, so doesn’t have a drug specific risk, which he likes. If they stopped acquiring, he would be a lot more interested. If not, he is not too interested. Be cautious.


Price: $38.340
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 BUY DirectCash Payments Inc
DCI-T
Robert McWhirter

The dividend is secure.  They have a 12% fee cash flow return.  Earnings are forecast to improve from -.22 to a loss of .10 this year and improve next year.


Price: $10.390
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Element Financial
EFN-T
Jerome Hass

Pretty impressed with their business. Have never invested in it, but has been watching it pretty closely. Thinks the stock has fallen back because of a rumour that they are looking to sell their Canadian business. Secondly, they might be willing to double down and purchase a rival’s business in that segment. Because of this, the market is not clear whether they are a seller or a buyer and the risk of having an equity issue. Getting to be a more reasonable valuation now.


Price: $12.670
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 WAIT Eurocontrol Technics Group Inc
EUO-X
Robert McWhirter

He is waiting to see how they are making out with market reaction to the semiconductor inspection device as well as potential acquisition.


Price: $0.145
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 BUY Flyht Aerospace Solutions
FLY-X
Robert McWhirter

Keeping track of the time during takeoff and landing is most important.  You don’t have to find the plane after it disappears off the radar screen in order to get its black box data.  It is 85% a recurring revenue model.


Price: $0.195
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 PAST TOP PICK Guardian Capital Group
GCG.A-T
Jerome Hass

(A Top Pick Feb 10/15. Up 2.22%.) *A Long Paired with BMO Short*. The reason for this trade was that Guardian has sold its mutual fund business to BMO in exchange for $5 million of BMO shares.


Price: $16.950
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 COMMENT Healthcare Leaders Income Fund
HHL.UN-T
Larry Berman CFA, CMT, CTA

They have a covered call strategy that increases yield.  He mistakenly suspected last week that they were returning capital.


Price: $7.690
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 BUY ICICI Bank Ltd.
IBN-N
Larry Berman CFA, CMT, CTA

He does not know the market space there, but loves the marketplace and the demographics.  One of the largest banks in India has to participate in the growth.  Don’t average down to more than a 5% holding.  He is okay adding to it.  He does not know if this has bottomed yet.  India should outperform over the next number of years.


Price: $5.900
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 DON'T BUY Intermap Technologies
IMP-T
Robert McWhirter

(Market call Minute) They just landed a large contract, but near term earnings are not going to grow.  People are looking for the contract to pan out for them.


Price: $0.340
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Intertain Group
IT-T
Jerome Hass

Not a big fan of this, largely because he is not very comfortable with the management team. 


Price: $7.770
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 COMMENT Linamar Corp
LNR-T
Jerome Hass

Is it possible to Pair Trade Magna (MG-T) and Linamar (LNR-T), and how would you do it? Yes, you could absolutely do it. You have the market risk, industry specific risk and finally the company specific risk. You are certainly going to take out most of the market risk, and the industry specific risk is close enough, and then you are left with one or the other of the companies. It really comes down to understanding the difference between the company specific factors.


Price: $51.030
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 DON'T BUY Lake Shore Gold
LSG-T
Robert McWhirter

It is being taken out.  He thinks you will see more of this action in the sector.  He would not buy today.  Consider his Top Pick today in gold.


Price: $1.570
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Magna Int'l. (A)
MG-T
Jerome Hass

Is it possible to Pair Trade Magna (MG-T) and Linamar (LNR-T), and how would you do it? Yes, you could absolutely do it. You have the market risk, industry specific risk and finally the company specific risk. You are certainly going to take out most of the market risk, and the industry specific risk is close enough, and then you are left with one or the other of the companies. It really comes down to understanding the difference between the company specific factors.


Price: $43.830
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 SELL 3M Co.
MMM-N
Larry Berman CFA, CMT, CTA

XLI-N is the entire industrial space in the US including MMM-N if you want to keep it in US$.  If you look at oil prices over the next few years then the CAD$ won’t go above .80 or .90, but you have to weigh this against the return of the stock.  ZWA-T is hedged and has the same exposure.


Price: $153.900
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 TOP PICK Mylan Inc
MYL-Q
Jerome Hass

Long. (A Pairs trade with a Short on Valeant Pharma (VRX-T). In a Pair trade you really have conviction on both sides. In this instance, while he likes Mylan as a Long hedge position, the conviction actually lies with Valeant as a Short, which still has a lot of fundamental problems ahead of them.


Price: $50.450
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 COMMENT National Bank of Canada
NA-T
Jerome Hass

Has been cautious about all of the banks as a group. If you are investing personally, everybody should own 3 banks, and one of them should be the one that you bank with. In the Canadian financial sector, he prefers the non-banks to the banks.


Price: $37.900
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2016-02-08 PAST TOP PICK NYX Gaming Group Ltd
NYX-X
Jerome Hass

(A Top Pick Feb 10/15. Down 40.22%.) This was a long position and had hedged this out against Amaya (AYA-T) which sold off pretty hard.


Price: $2.720
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 BUY Orbite Aluminae
ORT-T
Robert McWhirter

They are looking at extracting a number of materials from Quebec clay and are currently importing alumina from the Caribbean to be converted in plants here.  If they can bring their process to market for treating ‘red mud’ it will be a real benefit to the stock price.


Price: $0.285
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Photon Control
PHO-X
Robert McWhirter

(Market call Minute) They have a big bundle of cash and are looking to acquire something.  It is a very cyclical business and if it turns out people aren’t buying as many smart phones then it will be a challenge for them.


Price: $0.650
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY RDM Corporation
RC-T
Robert McWhirter

A small cap company in the financial services area.  They are the originators of taking a picture of a cheque.  They recently increased their dividend.  This is a high ROE stock.


Price: $4.180
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY Transalta Renewables
RNW-T
Robert McWhirter

8.7% yield.  An above average yield signals caution.  They are paying out more than their earnings, but it is 60% of trailing cash flow, the difference being depreciation.  PE is 15 times so it looks like the dividend is reasonably secure.


Price: $10.170
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 TOP PICK Saputo Inc.
SAP-T
Robert McWhirter

Cheese, Yogurt, and Dairy.  1.5% dividend, 25% payout.  A 12% earnings surprise.  There is a pretty good opportunity for this stock going forward and it is a safe heaven.


Price: $37.040
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 TOP PICK Shawcor Ltd. (A)
SCL-T
Jerome Hass

*Short*. A pipe coating company. Has had it as a Top Pick twice in the past, but on the Long side. About a year ago he decided that there were so many headwinds the company was fighting in the sector, that he exited his Long positions. They are going to have a very tough 12-18 months ahead. When the oil/gas sector does roll over, they’ll be one of the last to respond to it, so there’ll be plenty of time to cover a Short if there is a rally in the market. A great company and he’ll be coming back to it in the future as a Long position.


Price: $28.780
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 DON'T BUY Stantec Inc
STN-T
Robert McWhirter

(Market call Minute) Ranks 92 out of 700 stocks in his model.  There was concern about their past ability to acquire contracts.  It is a bit expensive.


Price: $32.380
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 PAST TOP PICK Tecsys Inc
TCS-T
Robert McWhirter

(Top Pick Mar 19/15, Down 23.18%) A hospital cart helps with automatic reordering as well as ensuring all consumables are billed to the patient.


Price: $7.290
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 BUY TSO3 Inc
TOS-T
Robert McWhirter

An interesting method of sterilizing medical equipment.  They are now seeking FDA approval for sterilization of ‘the sake’ for those over 50.  There are more details coming out tomorrow.  The debt level is low.  It is part of the fight against super bugs. 


Price: $1.670
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 PAST TOP PICK Valeant Pharmaceuticals
VRX-T
Robert McWhirter

(Top Pick Mar 19/15, Down 51.28%) You should have a stop loss on any stock.  There were concerns that drug prices would have to be reduced, they have reduced R&D spending, the CEO has health problems, short selling and there were concerns with their relationships with insurance companies.  He thinks there is a good opportunity for the company.  It could be re-acquired when things settle out later this year.


Price: $124.880
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 TOP PICK Valeant Pharmaceuticals
VRX-T
Jerome Hass

Short. (A Pairs trade with a Long on Mylan (MYL-Q). In a Pair trade you really have conviction on both sides. While he likes Mylan as a Long position, his conviction actually lies with this company as a Short. They still have a lot of fundamental problems ahead of them.


Price: $124.880
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: Yes
2016-02-08 BUY Yamana Gold Inc.
YRI-T
Robert McWhirter

He is keen on the long term US base price of gold.  It is advantageous if you are a miner in Canada.  They have a slight improvement to their loss estimate for earnings last year.  If gold moves up in price you will see an increase in expectations.  You might consider an ETF for diversification, however.


Price: $3.540
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
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