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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
2015-01-20 SELL Shaw Communication (B)
SJR.B-T
Paul Gardner, CFA

Just came out with numbers and missed not only on revenues, but also on their EBITDA. Has never like this one, because he liked the telco side as opposed to cable. Also they don’t have high wireless growth. Their satellite really missed. Internet grew much higher than analysts expected. A good free cash flow business if you are in the telco space and what you want to own, but he has never gravitated to the story. Prefers BCE (BCE-T) and Telus (T-T). If he owned, he would sell.


Price: $29.260
Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias: UNKNOWN
Owned: No
2015-01-20 PAST TOP PICK Spartan Energy Corp
SPE-T
Eric Nuttall

(A Top Pick Jan 13/14. Down 9.01%.) In Canada there are 2 premier growth companies, Raging River (RRX-T) and this one, which is trading at a slightly cheaper multiple and probably has a bit more growth ahead of it. At $50, they can maintain flat production spending 1X Cash Flow. They are some of the best operators with some of the very best plays in Canada. He is very comfortable backing this team.


Price: $2.410
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Yes
2015-01-20 DON'T BUY Suncor Energy Inc
SU-T
Eric Nuttall

There is nothing wrong with this company. In all of the large caps, he would say this is the most defensive given their lack of leverage. Looking at their performance relative to oil over the last couple of months, oil is down 42% and this company is only down 7%. People who need or want some energy component in their portfolio, typically buy the large caps, but that is creating a situation of a large disconnect between the stock price and oil price. Because of this you have 2 years to wait. He would rather buy a company that is a little more out of favour with as good of a balance sheet and maybe a better hedging position. There are much better names to buy.


Price: $34.930
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2015-01-20 TOP PICK Tricon Capital Group
TCN-T
Paul Gardner, CFA

He wants to own residential or rental in the US. This company has 3 main businesses. 1) Asset management, 2) single-family rental in mostly south west Florida and 3) Arizona. Trades at about 20% discount to its NAV, but 2 things are going to push at higher. 1) All their assets are in US dollars and 2) they are about to get cheaper financing through securitization. Good managers and good assets. This should be trading at around $10. Yield of 2.71%.


Price: $8.870
Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias: UNKNOWN
Owned: Yes
2015-01-20 COMMENT Toronto Dominion
TD-T
Paul Gardner, CFA

This is a special kind of bank as you get some upside from their US position. When you have about 50% of your assets valued in US$’s, you should have an upward pressure in the share price. He wouldn’t be surprised to see the stock go back to $55 very quickly. However, it is all on earnings. They have said they are going to do a lot of cost-cutting. With a dividend of about 3.5%-4% and price appreciation of 5%-6%, you are probably looking at a 10% rate of return, which is not bad.


Price: $50.430
Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias: UNKNOWN
Owned: Unknown
2015-01-20 HOLD Trilogy Energy Corp
TET-T
Eric Nuttall

Built a really, really enviable position in the Duvernay shale. A couple of years ago they made a really exciting Montney oil pool discovery. Since then the production from the Montney oil pool has been disappointing. Results from the Duvernay have been encouraging, but they have been trying to make it more economic. They have extremely limited financial flexibility. Production is falling because they are not generating enough cash flow to maintain flat production. It is tough to get excited about this one.


Price: $5.670
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2015-01-20 PAST TOP PICK Timbercreek Mortgage Investment
TMC-T
Paul Gardner, CFA

(A Top Pick Feb11/14. Down 1.52%.) You are just basically getting a 7% rate of return, but he’d like to see the NAV stabilize, which it kind of has. The biggest concern is that rates are so low and there is more competition in the space. It’s like they are on a treadmill. Once the mortgage gets paid down they have to go out and re-distribute the money. It is challenging, because they are always trying to get ahead of themselves. Cheap at these levels.


Price: $8.370
Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias: UNKNOWN
Owned: Yes
2015-01-20 PAST TOP PICK Torc Oil & Gas Ltd
TOG-T
Eric Nuttall

(A Top Pick Jan 13/14. Down 19.07%.) Still likes the story. His strong preference today is to own Canadian mid-cap oil stocks. Management has been through several cycles in the past, so they know how to navigate a $40-$60 oil price environment. Also, leverage is quite low. Debt to cash flow is around 2X $50, which is better than the average for the industry. They are about 30% hedged this year at $90. Thinks the dividend is safe for a couple of quarters.


Price: $7.620
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Yes
2015-01-20 TOP PICK Whitecap Resources
WCP-T
Eric Nuttall

Have a really good hedge position and a very good balance sheet. Every single employee is a shareholder in this company. Have very good projects and can weather the storm and come out the other side is a stronger entity than they were heading into it. Can maintain flat production and pay a dividend of 6.82%, while spending only 90% of cash flow.


Price: $11.010
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Yes
2015-01-20 COMMENT Western Forest Products Inc.
WEF-T
Eric Nuttall

Recently added this to his fund. Has tremendous exposure to the increase in housing construction in the US. Also, they were not as impacted by the pine beetle scourge. Trading at about 6-8X PE. Has a pretty good outlook this year.


Price: $2.120
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Yes
2015-01-20 TOP PICK Canadian Satellite Radio
XSR-T
Paul Gardner, CFA

Sirius XM US came out about a month ago and upped their guidance on earnings and on subscription. Canada always lags. This one really got washed out in 6 months. They missed their earnings and they have to incorporate the royalty fee of $1.50 for all their subscribers. They are merging their XM billing system and cutting CapX. Great free cash flow and it is cheap. Dividend yield of 6.72%. Over the long term, this is going to grow through the used car market.


Price: $6.250
Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias: UNKNOWN
Owned: Yes
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Amount of portfolio in US.  The US is about 48% of the world in terms of market capitalization, vs. Canada at 4%.  This means to him that you should have at least 50% in the US.  But one of your most important factors investing outside of Canada is currency risk. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Silver.  It is a tradable rally here.  Not sure if it is the capitulation he was looking for.  He thinks the deflationary risk in the world is still greater than inflationary pressures.  This is probably not the take off and launch place for precious metals and we may make new lows later in the year.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Volatility: Taking the Whole World into Account.  Europe`s economic performance is horrible.  Chinese growth is in question.  US markets are really fluctuating.  The Swiss Franc`s volatility wiped out some hedge funds.  Out to twelve years, the interest rate in Switzerland is negative.  People only buy the bond for the currency, not the negative interest rate.  70% of your return in global investments is based on the currency.  The Euro is heading for parity with the US$. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  It has been a quantitative tease with the ECB.  The DAX made an all time high.  The consensus is now that QE with happen through the ECB.  The Swiss bank said they will not continue to be pegged to the Euro.  This was a black swan event.  This wiped out some hedge funds.  There is a gross under investment in people’s retirements.  The bottom half of the population has almost no savings in their retirement accounts.  The governments need to nudge people such as with the recent move to require companies to force employees to set up and contribute to a retirement savings account.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Markets.  There was a great Santa Clause rally, but Canadian and US markets peaked on Dec 29th and will probably correct until late January.  The key is that going into the 4th quarter earnings reports’ results have not been all that good.  After the end of January we go into the final phase of a presidential election in the US, which is the strongest part of the cycle. 


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: _N/A
2015-01-19 COMMENT A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

The end of January until May, the economically sensitive sectors do well.  That is when the economy picks up.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: _N/A
2015-01-19 COMMENT A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

‘08/’09 Crash again?  We get these volatilities in the markets and they have increased in the last couple of months.  The sector that has been the weakest are  the energy and financial services sectors, but these have the weakest seasonality right now.  He is looking for an opportunity to enter these sectors as soon as he sees bottoming.  We are seeing early signs of bottoming in the energy sector over the last couple of days.  You want to watch to see if it is outperforming the index.  You want to see support.  You want to see it moving above its 20 day moving average. 


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: _N/A
2015-01-19 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Nat Gas.  Beginning of September until the third week in December is the period of seasonal strength.  So we are outside of that period, so now all you will see is lots of volatility based on the outside temperature.  There is no reason to be a buyer at current levels.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Markets. We are getting near a major cyclical top in the markets. This is based on valuations primarily. He was raising cash in the summer. Notwithstanding the brief October correction, the market remains expensive. Bargains are tough to find and there is an appreciating US$ along with a slide in commodity prices. There could be some emerging-market issues that haven’t jumped to the front of the queue as yet, and that can cause some uncertainty. Volatility will be a constant theme in 2015 and prudence will be important in maintaining cash for a play. A rising US$ generally is not good for emerging markets. This doesn’t necessarily come to the forefront right away. Oil could drift down a little further, but oil under $50 is not sustainable for the long-term. Depending on your investment horizon, you could be picking away now, and over the long term that would be a rewarding trade.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Telecoms? In Canada, this is a small universe. His view on the sector is constructive, but more company focused. There has been a threat of the 4th wireless player coming in, but he doesn’t think that threat is really all there. The biggest component is how and what people watch, so the shift from TV to online to mobile is one factor. (See Top Picks.)


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2015-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Cdn$ versus the US$ in 6 months out? Longer-term he is more constructive on the US$. The short term is very commodity centric, and he has been very surprised at how well the Cdn$ has held in with the decline in the price of oil. If interest rates go up, which he thinks they will, this will be further pressure on the Cdn$, but if there is a rise in the price of oil, you could see it rise to a little over $0.85.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2015-01-19 WATCH Alcoa
AA-N
Don Vialoux

Bottoms around the end of January and moves higher to the end of May of each year.  Is not in an uptrend.  It is below its 20 day moving average.  He is watching it to see if it bottoms.


Price: $15.280
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 BUY on WEAKNESS Apple
AAPL-Q
Zachary Curry

You’re going to get some volatility. As the holiday sales get announced, there is going to be some people that think they are great numbers and others that don’t. From a financial point of view, the company is in great shape. Strong balance sheet and have lots of cash. They are buying back stock and they have a dividend. He would wait for the stock to pull back below $700.


Price: $105.990
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-01-19 WAIT Aecon Group Inc
ARE-T
Don Vialoux

Typically does the best in the spring.  The trend is down.  It is close to the 20 day moving average.  You want more technical evidence that is outperforming.  You might want to get in in the next 2 to 3 weeks, but you want more evidence.


Price: $10.300
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 DON'T BUY Boeing
BA-N
Zachary Curry

This is one of those companies that basically work on 2 functions, low interest rates and low fuel prices, so airlines are doing quite well. There have been growing orders recently. He thinks you are at the top end of these types of companies. Once oil prices and interest rates start to rise, it will be very difficult for airlines and this company.


Price: $130.780
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-01-19 COMMENT BlackBerry
BB-T
Don Vialoux

The trend is still to the upside.  It is below its 20 day moving average, so it is a mixed technical picture.


Price: $12.170
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 SELL Bombardier Inc (B)
BBD.B-T
Zachary Curry

His view is not very constructive on this company. They are taking a big charge on their Lear jet side, which was supposed to be a pretty big driver. From an investor’s point of view, there is merit in splitting the company into 2 divisions.


Price: $2.710
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 TOP PICK BCE Inc.
BCE-T
Zachary Curry

Reached another all-time high today. This is moving more towards content. Made the Astral Media acquisition which is a move towards mobile, and that will increase the wireless data. A defensive name for a potentially volatile market. Yield of 4.33%.


Price: $57.050
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-01-19 WATCH Cameco Corporation
CCO-T
Don Vialoux

This was his top pick for 2015.  Seasonality starts around this time of year until May.  We had a break down last week and he expects a brutal 4th quarter because they just started up a new mine.  Your down side risk is very, very minimal, but technicals are not good.  You want to wait until this thing shows signs of bottoming later in the spring.


Price: $17.300
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 DON'T BUY Cineplex Inc
CGX-T
Zachary Curry

A large part of what this company does depends on the box office, and 2014 was not a good year, but 2015 could be. This goes in ebbs and flows. One of the bigger things for this company is the changing dynamic of how people watch things. If it is expensive to go to the movies, maybe you choose a non-demand service or a streaming service like Netflix. They have started offering other things in their theatres. There are better companies out there to own given the changing landscape.


Price: $44.790
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 COMMENT Chorus Aviation Inc
CHR.B-T
Larry Berman CFA, CMT, CTA

Suspects we could rally up to $6.  It was a double bottom.  There is some really good potential in this bottoming here.  In the short term it is probably overbought a little here.  Looks like it is in accumulation mode.  If oil prices start to rise later in the year, it will put pressure on the airline stocks.


Price: $5.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2015-01-19 DON'T BUY Canadian Imperial Bank of Commerce
CM-T
Don Vialoux

Not one of the better performers.  Probably the weakest of the stocks in the sector.  There are better opportunities in the sector.  Look for the sector to bottom. 


Price: $90.930
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 WAIT Canadian National R.R.
CNR-T
Don Vialoux

Rail.  Seasonality tends to be from October to November and February until May of each year.  You aren’t going to do that well until the end of February.


Price: $80.440
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 COMMENT Canadian National R.R.
CNR-T
Zachary Curry

One of the drivers in Canada on the rails has been the shipping of oil. To see this continue, there will have to be some stalling on the new pipeline builds. Also, the pricing of services where they have the 2%-4% increase every year, which would have to continue.


Price: $80.440
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-01-19 COMMENT Canadian Pacific Rail
CP-T
Zachary Curry

One of the drivers in Canada on the rails has been the shipping of oil. To see this continue, there will have to be some stalling on the new pipeline builds. Also, the pricing of services where they have the 2%-4% increase every year, which would have to continue.


Price: $215.810
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-01-19 BUY Canadian Tire Corporation Ltd. (A)
CTC.A-T
Zachary Curry

This got a lot of press because of Target leaving. Thinks the company is in a good position with a lot of growth potential. Overall a good place to be. The price of oil coming down will have a positive effect on consumer spending, and they would benefit from this.


Price: $120.800
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 WATCH Canadian Western Bank
CWB-T
Don Vialoux

Has not been doing well, as have most Canadian banks.  This is typical of the seasonality.  From November until end of January they don’t do well.  Then they do well until the end of April.  The trend is on the downside right now.  It is below its 20 day moving average and underperforming the TSX.  Look at buying it in the next 3-4 weeks if you see signs of it bottoming.


Price: $27.690
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 TOP PICK iShares MSCI Emerging Market ETF
EEM-N
Don Vialoux

Seasonality happens not just in North America, but around the world.  This one just completed a double bottom last week.


Price: $39.490
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 COMMENT General Electric
GE-N
Zachary Curry

Basically 2 companies, industrial and financial services. The financial services gets painted with the same bad brush that other financial companies do. Until you see financials come back, you aren’t going to see this company do a whole lot. This is a huge, huge company, and to move the needle would have to be some drastic projects or a real change in sentiment. Depending on your market view, this could be a good Hold.


Price: $23.590
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 BUY CGI Group (A)
GIB.A-T
Don Vialoux

October to January is the sweet spot each year.  It is in a strong upward trend, outperforming the market and above the 20 day moving average.


Price: $46.700
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 WAIT Harley Davidson
HOG-N
Don Vialoux

Has not been doing that well.  Longer term the trend is upwards.  It should do well from February to May of each year.  Technicals are currently mixed. 


Price: $63.200
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 PAST TOP PICK HBP S&P/TSX 60 Index ETF
HXT-T
Don Vialoux

(Top Pick Dec 31’14, Down 2.72%) It was a market call, but it didn’t work out.  He had hoped to hold until the end of May.


Price: $26.595
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Yes
2015-01-19 TOP PICK iShares S&P Europe 350 E.T.F.
IEV-N
Don Vialoux

Historically it does well from February until May, about a 10% gain.  Fiscal stimulus will aid this trend.  It will happen in Europe.  When this happens IEV-N will do very well. 


Price: $42.300
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: No
2015-01-19 TOP PICK India Fund Inc.
IFN-N
Zachary Curry

For a while India was struggling, but following the election, the stocks took off. They recently announced the lowering of the rates from 8% to 7.75%. The new prime minister really seems to be pro-business, pro-infrastructure and anticorruption. Growth forecasts are approaching China’s levels. There are also the demographics with their young middle class and growing 15% per year over the next 2 years. Trading at a bit of a discount to NAV.


Price: $28.470
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-01-19 WAIT Inter Pipeline
IPL-T
Don Vialoux

End of January to spring of each year is the period of seasonal strength.  This one has followed the trend of the energy sector rather than the utility sector.  It is probably a good time to get in at the end of this month.


Price: $31.130
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 WAIT Intertape Polymer Group
ITP-T
Don Vialoux

End of January until May of each year is the period of seasonal strength.  It did not work last year.  The long term trend is upward and it is outperforming the market so the technicals are attractive. 


Price: $18.930
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 COMMENT Coca-Cola Company
KO-N
Zachary Curry

PepsiCo (PEP-N) or Coke (KO-N)? PepsiCo would be the best. The International side is smaller on soft drinks, but that is a growth area. Also, Pepsi has diversification through their Frito-Lay side. Also, likes their diversification away from soft drinks.


Price: $42.530
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 WAIT Linamar Corp
LNR-T
Don Vialoux

It is very cyclical.  Just play the seasonals.  It will probably sit here until the end of February when there is a seasonal car buying trend.


Price: $67.000
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 COMMENT Mastercard Inc.
MA-N
Zachary Curry

Visa (V-N) or MasterCard (MA-N)? A great sector, but both companies are fairly expensive and priced to perfection, this one a little bit more so. It really depends on the changing way that people pay for things. A complete shift away from a cash society. Regardless of how people pay, security will be a pretty determining feature. He would focus on Visa because it has a larger established base, but being priced to perfection is a problem.


Price: $83.800
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-01-19 COMMENT Manulife Financial
MFC-T
Zachary Curry

Recently sold his holdings. Compared to Sun Life (SLF-T) he thinks this is in the better space. Have had a drastically different management team since the Delasandro days, and basically made the company more conservative. On earnings calls, this is a core focus and then you have the investment side. They are pushing into Asia, which is certainly a driver. However, the bond yield side of things, over the past 4 months has definitely been an overhang. His preference would be this company over Sun Life. It is on his radar screen.


Price: $20.300
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 WAIT Magna Int'l. (A)
MG-T
Don Vialoux

Car part companies do well in the spring when people buy new cars.  It is struggling right now.  The technicals do not support the stock right now.  Watch it for a very good seasonal trade by the end of February.


Price: $113.110
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 PARTIAL BUY Magna Int'l. (A)
MG-T
Zachary Curry

Prefers this over an auto company as they are not reliant on any one brand in particular. Good diversification. Recent selloff was because of a reduction in guidance, but he found it to be very minuscule. There has been a pent up demand in auto sales over the past 5 years, and there has been a bit of talk that it has gotten ahead of itself. With the decline in oil prices, he can see more cars and larger being bought. They are expanding into different regions such as Asia. With this pullback, you could use a half position now.


Price: $113.110
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 WAIT Precision Drilling
PD-T
Zachary Curry

On the service companies in general, this is a little too early to be buying right now. Very dependent on producer cash flows, which he feels is lacking.


Price: $6.250
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-01-19 COMMENT PepsiCo
PEP-N
Zachary Curry

PepsiCo (PEP-N) or Coke (KO-N)? This one would be the best. The International side is smaller on soft drinks, but that is a growth area. Also, the biggest driver would be diversification through their Frito-Lay side. The whole trend out of both companies is moving away from soft drinks and more into the orange juice, etc.


Price: $97.290
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-01-19 HOLD Pembina Pipeline Corp
PPL-T
Don Vialoux

End of January until May of each year is the seasonal strength.  Hold it as it makes a base.  Or wait for technicals to be in your favour.


Price: $38.080
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-01-19 TOP PICK ETFS Physical Platinum Shares
PPLT-N
Don Vialoux

Late December until April of each year is the period of seasonal strength.  The average is 12% upside.  Demand for platinum is increasing because of catalytic convertors.  Fuel cells in cars is starting to trend and creates demand for platinum.  It completed a beautiful double bottom pattern.


Price: $122.800
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: No
2015-01-19 BUY Royal Bank
RY-T
Zachary Curry

This is really a wealth management bank. For Canadian banks as a whole, it is the future growth in mortgages. Basically the banks have grown at a rate that was double the GDP for a long time, predicated upon a strong Canadian housing market and increased accumulation by Canadians. These 2 things are definitely going to slow. The recent pullback is a good entry point.


Price: $75.800
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-01-19 COMMENT Secure Energy Services
SES-T
Zachary Curry

Spartan (SPE-T) or Secure Energy Services (SES-T)? Of the 2, he would prefer Spartan. Energy services will lag producers.


Price: $14.450
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-01-19 PAST TOP PICK Global X Silver Miners
SIL-N
Don Vialoux

(Top Pick Dec 31’14, Up 13.61%) A reverse head and shoulders with a breakout late last week.  Seasonally strong until the end of February.  Hang in there.  Not too late to get in.


Price: $10.520
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Yes
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