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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-14 BUY on WEAKNESS Sea Dragon Energy Inc.
SDX-X
Josef Schachter

Egypt.  No debt.  Potentially drilling at the end of the year a high impact play.  They have another play they are doing 3D seismic on this year and could start drilling in 2015.  They have upside, but it will be quiet for the next 6 months.


Price: $0.075
Subject: OIL & GAS
Bias: UNKNOWN
Owned: Unknown
2014-04-14 DON'T BUY Sunlife Financial
SLF-T
John O'Connell, CFA

Has been under a little bit of pressure recently.  This one is okay down here, but MFC is the more interesting one and he prefers it due to better growth prospects.  Move on from SLF to MFC.  He also likes JPM-N for financials.  You could take a look at C-N also.


Price: $35.650
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-14 TOP PICK Sterling Resources
SLG-X
Josef Schachter

He owned it in the past.  Significant discovery in the UK north sea in 2010.  Then he felt there would be delays and recommended selling it.  In Q4 2013 they brought it online.  They get a rig to start with this month.  Under 2 times cash flow.  Another field comes on Q2, 2015.  The management is on a road show this week in Canada.


Price: $0.720
Subject: OIL & GAS
Bias: UNKNOWN
Owned: No
2014-04-14 TOP PICK Spartan Energy Corp
SPE-X
John O'Connell, CFA

Picking off companies that pay out too much in dividends.  It is fairly valued to modestly cheap.  Lots of low hanging fruit.  They are going to create shareholder value. 


Price: $3.870
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-14 BUY on WEAKNESS Suncor Energy Inc
SU-T
Josef Schachter

94% oil / 6% Nat Gas.  If you can get it in the low $30s buy, but don’t chase it.  There is no urgency to buy it now.


Price: $39.500
Subject: OIL & GAS
Bias: UNKNOWN
Owned: Unknown
2014-04-14 DON'T BUY Transalta Corp
TA-T
John O'Connell, CFA

They have a lot of coal fired gas plants that may or may not be coming off line here.  This is a big opportunity to make more money because when they renew contracts the coal price will be more favourable for them.  They have a lot of debt.  You don’t need to own a company like this where you are banking on a turnaround.


Price: $13.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-14 BUY on WEAKNESS Talisman Energy
TLM-T
Josef Schachter

They are trying to restructure it, sell some assets.  They have to start generating more cash flow.  As they restructure, he thinks they will start to focus again on core areas. 


Price: $11.290
Subject: OIL & GAS
Bias: UNKNOWN
Owned: Unknown
2014-04-14 DON'T BUY Tesla Motors Inc
TSLA-Q
John O'Connell, CFA

He tried to understand the battery.  Once you get over the function of how they finance the battery plant, it is interesting.  Trading at about 12 times revenue and they are a long, long way away from making money.  The profitability of an electric car is also a function of the cost of power to put into it.  As you start to adopt new technology such as Nat Gas or electricity, the price of the technology falls.  At these kinds of prices it is pretty lofty.


Price: $198.090
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-14 BUY on WEAKNESS Tamarack Valley Energy
TVE-X
Josef Schachter

60% oil and liquids.  Canada.  This company keeps outperforming his targets. 


Price: $5.890
Subject: OIL & GAS
Bias: UNKNOWN
Owned: Unknown
2014-04-14 DON'T BUY Tweed Marijuana Inc.
TWD-X
John O'Connell, CFA

It’s all very early stage.  They have a license. These are early days for these kinds of liabilities.  Cancer suits?  There will be a lot of regulation and there will not just be one player.  It’s interesting, but no barriers to entry.


Price: $2.930
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2014-04-14 WEAK BUY Visa Inc.
V-N
John O'Connell, CFA

Trades at exceptionally good valuation.  Company should do well with an increase in consumer spending, which you are seeing signs for.  Rich valuation because of rapid growth.  The whole payment system is about to change.  Apple, Google, and Facebook will come out with alternatives and put pressure on credit cards.  Merchants and consumers want more choice.  JPM would be a preference due to trading multiple.


Price: $201.010
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-14 DON'T BUY Verizon Communications
VZ-N
Larry Berman CFA, CMT, CTA

A good dividend payer.  Very little net gain in the actual stock.  If you are looking for a nice dividend play, consider ZWU-T, 6% yield and low volatility.


Price: $47.270
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BEARISH
Owned: Unknown
2014-04-14 BUY Whitecap Resources
WCP-T
John O'Connell, CFA

Management did a phenomenal job.  He is going to be able to surprise the street.  This is the one to buy.  They made some great acquisitions.


Price: $13.460
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-14 HOLD WesternZagros Resources Ltd.
WZR-X
Josef Schachter

Had some fabulous discoveries.  They found a lot of reserves, but the key thing is when they get them online and get paid for them.  There is political risk.  Hold until it subsides.  No urgency to own it.


Price: $0.870
Subject: OIL & GAS
Bias: UNKNOWN
Owned: No
2014-04-14 DON'T BUY BMO Junior Gold Index ETF
ZJG-T
Larry Berman CFA, CMT, CTA

Junior golds had a difficult time with financing over the last few years.  Gold needs to break out.  We need inflation to come back and he does not see that in the next 2-3 years.  Uranium has been beaten up silly and would be a much better holding.


Price: $7.610
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BEARISH
Owned: Unknown
2014-04-14 WAIT BMO Equal Weight US Banks Hedged to CAD Index ETF
ZUB-T
Larry Berman CFA, CMT, CTA

We’ve already seen 4% off the highs.  If we are going to see 10% in this correction, he would look to buy 5-8% less than it is today.  Dividends in the US banks are not high.


Price: $19.790
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BEARISH
Owned: Unknown
2014-04-11 N/A A Comment -- General Comments From an Expert
A Commentary
Martin Davies

Markets.  The reduction in the differential between oil prices has been one of the powerful positive trends in the Canadian oil and gas sector.  LNG is a tremendous business opportunity and to exploit our Nat Gas reserves.  But if they don’t go west they can go east or south.  Technological changes are bringing down costs.  It is exciting times.


Price: $0.020
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: _N/A
2014-04-11 N/A A Comment -- General Comments From an Expert
A Commentary
Martin Davies

Oil Price Spreads.  It is all about transportation.  We have difficulty shipping our oil to places that really need it.  Rail cars started being used over the last couple of years and that made a huge difference to the spread.


Price: $0.020
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: _N/A
2014-04-11 BUY Crescent Point Energy Corp
CPG-T
Martin Davies

Long term is 2-4 years.  The company is designed to do this long term thinking.  A good idea for a long term investor. 


Price: $42.030
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-04-11 PAST TOP PICK DeeThree Exploration
DTX-T
Martin Davies

(Top Pick Apr 30/13, Up 28.70%) Has been blessed with some wonderful oil assets.  He took some profits.


Price: $10.080
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 BUY Essential Energy Services Ltd.
ESN-T
Martin Davies

Likes the company.  They are specialists in having a lot of coil tubing units to service wells and a variety of things.  Applies to horizontal drilling and fracking, plus clean up.  Trading well below $3 and should not be.  Solid financials.  Many wells are being drilled deeper and there are not that many smaller service companies that can go on a lease with them to provide a lot of highly specialized tools.  Good balance sheet and solid dividend. 


Price: $2.940
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 TOP PICK Canyon Services Group
FRC-T
Martin Davies

They frack oil and gas reservoirs extremely well and in Canada.  Squeaky clean balance sheet.  Pays a nice dividend.  We had a falling off of utilization rates in 2013.  They were also dragged down with problems of Trican.  They then weaseled into some new work with Progress in Northeast BC.  Massive operational efficiencies with this company. 


Price: $14.020
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 PAST TOP PICK Gibson Energy
GEI-T
Martin Davies

(Top Pick Apr 30/13, 11.05%) Still likes it.  Company is very well structured to be North America’s largest company to allow all the movements that were not being connected with the different basins of light and heavy oil.  An interesting, diverse company.  Good, sustainable dividend that increased twice in the last two years.  He has been buying shares at these prices.


Price: $28.120
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 SPECULATIVE BUY High Arctic Energy Services Inc
HWO-T
Martin Davies

Fascinating company, relatively illiquid for a long time.  They are dominant as an oil services company in New Guinea.  There are lots of other companies very active there.  They provide rigs, mats, different drilling facilities.   Very mountainous areas and rainy so there are high barriers to entry from competitors.  Very high margins.  Nice dividend and nice balance sheet.


Price: $5.100
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-04-11 COMMENT Legacy Oil and Gas Inc.
LEG-T
Martin Davies

Has been put in the penalty box because of debt to cash flow ratios.  Having difficulty growing.  An interest in part of the asset they have is one of the major assets that Trent may use to go ahead and change the debt position.


Price: $7.910
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-04-11 WEAK BUY Manitok Energy
MEI-X
Martin Davies

Under a cloud right now.  The repeatability of their property where they drive most of the production from has raised concern.  Signed a deal with ECA-T to exploit massive amounts of their royalty lands.  Likes the company.


Price: $2.570
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 COMMENT Parallel Energy Trust
PLT.UN-T
Martin Davies

It comes down to the formation.  You have to understand how they are generating the distributions.  He met with management to understand.  He feels it is high.  They produce a lot of natural gas with propane.  They are in the US so we have to look at prices for propane in the US.  He prefers Canadian companies with Canadian formations that he can understand.


Price: $4.290
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-04-11 BUY Painted Pony Petroleum
PPY-T
Martin Davies

LNG basket.  If and when LNG projects start rolling, getting through the barriers, you will find these companies will make sure there is enough production to fill these facilities.  You have to have a portfolio approach. 


Price: $11.370
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 BUY BlackPearl Resources Inc
PXX-T
Martin Davies

Great management.  Moving up because funding is in place and a solid, excellent well. 


Price: $2.950
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 HOLD Raging River Exploration
RRX-T
Martin Davies

You look at the reserve report, the inventory they have and the capital efficiencies lately and you can see this is still going very, very well.  He just lets winners run. 


Price: $9.100
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-04-11 BUY Surge Energy Inc
SGY-T
Martin Davies

8.5% dividend.  They have a low decline rate.  Less than 100% of earnings go into dividends.  Made a lot of acquisitions. 


Price: $6.590
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 BUY Spartan Energy Corp
SPE-X
Martin Davies

Up 343% in the last year.  He likes the company.  The company has a strategy about how they will be operating.  Very intrigued by them.  They know what they are doing.


Price: $3.850
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-04-11 PAST TOP PICK Suncor Energy Inc
SU-T
Martin Davies

(Top Pick Apr 30/13, Up 27.96%) Seeing a very large change in the economics of Natural Gas.  He has deployed some profits to the Nat Gas side to diversify.


Price: $39.470
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 BUY Twin Butte Energy
TBE-T
Martin Davies

Last year the company fell on a market perception, but they came back.  They made an acquisition that worked out.  Every year the business model will look better and better and more sustainable. 


Price: $2.380
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-04-11 BUY Torc Oil & Gas Ltd
TOG-T
Martin Davies

Managed by some very good people.  Each quarter they come up with their results and they demonstrate they have very good rates of return, lots of inventory and are very conservative on their distribution policy.  It is well organized.  You should have a portfolio of these yield plays.


Price: $12.740
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 TOP PICK Tourmaline Oil Corp
TOU-T
Martin Davies

Cash flow is going to double this year.  That is huge.  They have found new ways to tweak old reservoirs through pad drilling, new science, and fracking.  They are targeting formations where there is a lot of condensate which is very valuable.  This company has a growing production from condensate.  Only 10 times cash flow.  It is cheap.


Price: $54.520
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-11 TOP PICK Whitecap Resources
WCP-T
Martin Davies

A yield company.  Very, very sharp at clever acquisitions.  They just purchased an imperial oil asset and now can grow at a very good rate.  5.1% yield.


Price: $13.230
Subject: CANADIAN OIL & GAS
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-04-10 N/A A Comment -- General Comments From an Expert
A Commentary
Philippe Capelle

Markets.  Sees good upside for the markets going into 2015.  Canada and emerging markets will improve 12 months out.  Pure energy is 20% of the TSX and will do the heavy lifting.


Price: $0.020
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: _N/A
2014-04-10 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Markets.  We are set up for a balanced budget in 2015, which is ahead of most of the other countries in the G7.  2013 was wonderful with US up 30%.  2014 is still positive.  Valuations are reasonable in the broad market with a few places where they are too high.  There is volatility right now.  The sell off today is a buying opportunity.  He was carrying a little more cash coming out of 2013 than he usually would.  He is considering Valiant as an addition. 


Price: $0.020
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: _N/A
2014-04-10 TOP PICK Apple
AAPL-Q
Don Lato

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.


Price: $523.480
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-10 TOP PICK Agnico-Eagle Mines
AEM-T
Philippe Capelle

If you need to own a precious metal you need one that delivers.  This one has a great growth profile.  It is THE company of size that benefits from the Canadian dollar weakness.


Price: $34.320
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Yes
2014-04-10 WAIT Argent Energy Trust
AET.UN-T
Don Lato

He looked at it in the past.  Management is being very cautious with this cut in the dividend.  The fall in share price still makes it an attractive dividend.  Wait a few days at least.


Price: $3.520
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: No
2014-04-10 BUY Ag Growth International Inc
AFN-T
Don Lato

Have not increased their dividend for quite some time.  Current payout ratio is good and dividend is safe.  They did increase business in Ukraine and it is something to be weary of.


Price: $46.280
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-10 PAST TOP PICK Agrium
AGU-T
Philippe Capelle

(Top Pick Sep 12/13, Up 14.64%) Expanding potash mine in Saskatchewan.  Retail business is going well although planting season is late this year.  He is still comfortable with this one.  Corn prices have rallied back and this stock moves with them.  His gut feeling is that dividends won’t increase this year.


Price: $101.250
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Yes
2014-04-10 BUY on WEAKNESS Agrium
AGU-T
Don Lato

You could start nibbling here.  $95/$96 area would be support.  Start to buy it here in case it does not get down to $95.  Prefers over POT-T.  Nat Gas prices continuing to be high could be a negative.


Price: $101.250
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-10 BUY Arc Resources Ltd
ARX-T
Philippe Capelle

Positive.  Momentum is strong.  These names are going to go higher although not as fast as over the last couple of months.  There is a chance they could increase the dividend in the future.


Price: $31.460
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
2014-04-10 TOP PICK Bauer Performance Sports Ltd.
BAU-T
Don Lato

18% increase in bookings for next quarter.  12 times earnings and could easily be at 14-15 times.


Price: $14.790
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-10 SPECULATIVE BUY BlackBerry
BB-T
Don Lato

Done a very good job in trying to right the ship.  Down at $8.50, it is probably not in a bad position for a trade.  He does not know if it will exist in a couple of years.  For a trade you can probably make some money on the way to $10.  Trading to him is a 3-4 week period.


Price: $8.380
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-10 STRONG BUY Baytex Energy Corp
BTE-T
Philippe Capelle

Great on execution.  Made a great acquisition.  Market is working through the value of it.  Exposed to the differential with the US and should benefit from the XL pipeline and refineries coming online in the US.


Price: $45.540
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
2014-04-10 BUY B2Gold Corp.
BTO-T
Philippe Capelle

Great story, management, growth profile.  Could recover quite a way from here.


Price: $3.100
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
2014-04-10 BUY Cameco Corporation
CCO-T
Philippe Capelle

It is a typical long term hold story.  Uranium story was damaged by reactor in Japan, but now things are moving on. 


Price: $25.310
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
2014-04-10 TOP PICK Calfrac Well Services Ltd
CFW-T
Philippe Capelle

Loves oil service industry.  Pressure pumping sector has more upside from here.  These guys specialize in it.  They are at the international level.  There will be increased utilization that should lead to pricing power in 2014/15.  Don’t go by ‘Sell in May’ on this one.  You might be okay waiting until the end of June.


Price: $35.150
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Yes
2014-04-10 TOP PICK Canadian Natural Rsrcs
CNQ-T
Philippe Capelle

There are a number of catalysts.  40% unhedged Natural Gas.  One of the names that will benefit most from the differentials decreasing.  XL would benefit them.  High single digit growth profile can allow the dividend to continue to grow.


Price: $44.010
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Yes
2014-04-10 HOLD Crescent Point Energy Corp
CPG-T
Philippe Capelle

Light oil producer, so correlated with the oil price.  Have been very acquisitive and tended to issue a lot of stock.  However, it is a good story and they are under good execution.  Thinks it will catch up so hang on to it.


Price: $41.550
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
2014-04-10 PAST TOP PICK Cirrus Logic
CRUS-Q
Don Lato

(Top Pick Mar 27/13, Down 13.30%) Did lose some of the business in the iPad Air.


Price: $19.890
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-10 BUY Cenovus Energy
CVE-T
Philippe Capelle

They are working through recent issues.  They have great assets and are normally great executors.  Thinks this is a stock you can buy and sleep well at night with.  Less torquy than other integrated oil names.   You have to make sure issues are not with a fundamental asset.


Price: $31.720
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
2014-04-10 PAST TOP PICK Dick's Sporting Goods
DKS-N
Don Lato

(Top Pick Mar 27/13, Up 11.84%) Still growing.


Price: $52.180
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-10 HOLD Encana Corp
ECA-T
Philippe Capelle

Has been acting very well.  The IPO that is coming up for some of their assets is being anticipated by the market.  The Nat Gas market has been a rocket ship in some ways.  It could take a couple of years to recover from the current low inventories.  Does not think you should trade out this stock right now.  These stocks will not pull back this summer.


Price: $24.490
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
2014-04-10 DON'T BUY Encana Corp
ECA-T
Don Lato

Prefers TOU for Nat Gas because of better growth potential.


Price: $24.490
Subject: NORTH AMERICAN
Bias: BULLISH on CANADIAN MARKET
Owned: No
2014-04-10 DON'T BUY Eldorado Gold
ELD-T
Philippe Capelle

The catalyst is permits in a number of countries.  This is a low cost producer with cash on the balance sheet.  It has a higher political risk profile than others so you might not want to get involved right now.


Price: $6.410
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULLISH on ENERGY
Owned: Unknown
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