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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-25 COMMENT Bank of America
BAC-N
Peter Brieger

Feels they are out of the penalty box. This could be a pretty good stock from here.


Price: $16.290
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 DON'T BUY BCE Inc.
BCE-T
Peter Brieger

Doesn’t own any telecommunications at this time. Because of 1) regulatory uncertainties that are coming down the pike, 2) increasing intense competition and 3) some are reaching the saturation point. He would stay away at this time.


Price: $48.720
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 DON'T BUY Bellatrix Exploration Ltd.
BXE-T
Eric Nuttall

They control their own facilities, which is good.   He has been negative on the stock for several months.  They are aggressively spending and their corporate decline rate is 45-47%, so they are not sustainable to pay a dividend at this time.


Price: $8.430
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2014-08-25 TOP PICK CASH
CASH
Eric Nuttall

September usually offers opportunities.  He is in 32% cash.


Price: $0.010
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Yes
2014-08-25 DON'T BUY Cameco Corporation
CCO-T
Peter Brieger

Wouldn’t touch this with a 10 foot pole. First of all, spot prices for uranium are well below past levels. The Japanese reactor situation is still unclear. They’ve had a series of mistakes. Also, their 2003-2009 tax situation is being investigated. They could be on the hook for $250 million. He would go to Uranium Participation (U-T) instead, maybe in a year’s time.


Price: $22.050
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 PAST TOP PICK Canfor Corp
CFP-T
Peter Brieger

(A Top Pick Aug 27/13. Up 25.17%.) Sold his holdings at $29. If it got back to $22.50, he would probably Buy it back.


Price: $25.410
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 COMMENT Canadian Imperial Bank of Commerce
CM-T
Peter Brieger

Likes Canadian banks longer-term. Yields are probably going to continue to rise. They have a P/E ratio below that of the TSX. This bank is in the process of a turnaround. If you are willing to take a bit more risk, he would go with this. (See Top Picks.)


Price: $105.050
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 TOP PICK Crescent Point Energy Corp
CPG-T
Peter Brieger

(A Top Pick Aug 27/13. Up 24.72%.) 6.2% dividend yield. Have continuously bought land, which is highly prospective. Essentially, the recovery rate for the Bakken type wells that they drill is 15%-20%. 20%-30% for a normal conventional well. There are 750 wells that they think they can use their water flood and production liner techniques to enhance the recovery and get it up to 20%, maybe higher. They have an inventory of 7650 wells going forward, to which they can apply these techniques. $53 would be a reasonable estimate. Yield of 6.17%.


Price: $44.700
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-08-25 DON'T BUY Cequence Energy Ltd.
CQE-T
Eric Nuttall

Last winter was cold and we depleted storage so demand should have been strong, but then North America increased production, and then it turned out to be a cool summer.  Weather forecasts for this winter are from cold to warm so you can’t predict this trade.  This stock is more reliant on the Nat Gas price than others in the space.


Price: $2.240
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2014-08-25 PAST TOP PICK EOG Resources Inc
EOG-N
Eric Nuttall

(Top Pick Aug 19/13, 41.63%) Have some of the best acreage in their plays, growing production by 20% per year.  He thinks they will disappoint in the next year.


Price: $107.940
Subject: OIL & GAS
Bias: SELECTIVE
Owned: No
2014-08-25 BUY on WEAKNESS Fluor Corp.
FLR-N
Peter Brieger

Likes this very much. He sees this going forward although there may be a bit of a pullback. Would look for a 5% pull back.


Price: $74.980
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-08-25 COMMENT Canyon Services Group
FRC-T
Peter Brieger

The reason for owning this is the promise and hope that we are going to do some LNG exports to Asia, some time in the next decade. This has to be decided, based on what the BC government’s tax policy ultimately is along with other competitive factors. Had looked at this, but missed it. If he were going into the fracing area today, he would be looking at Halliburton (HAL-N).


Price: $16.070
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 BUY Goldcorp Inc
G-T
Peter Brieger

One of the huge changes that are about to take place in the gold market is that the main market making is going to go from London to Shanghai. Chinese are increasing their imports of gold and they don’t allow exports. Have tons of US dollars and he thinks they are going to try and protect the value of what they have. One of the ways they do that is by owning gold and seeing it go up in price.


Price: $29.520
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-08-25 BUY on WEAKNESS iShares Dow Jones Technology E.T.F.
IYW-N
Larry Berman CFA, CMT, CTA

Tech ETF.  Market Capitalization weighting.  A diversified way to play the sector, but it is not that cheap right now.  He would want to see a correction before you jump in.


Price: $101.510
Subject: TECHNICAL ANALYSIS & ETF's
Bias: UNKNOWN
Owned: Unknown
2014-08-25 BUY on WEAKNESS Legacy Oil and Gas Inc.
LEG-T
Eric Nuttall

They have beat expectations and guidance for 8 quarters in a row.  Their acquisitions lowered their debt.  Their growth used to be lower, but management is ramping up their Cap-X to try to get growth going.  He would get into the stock at $7.50 now that their balance sheet is repaired.


Price: $7.930
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2014-08-25 DON'T BUY Long Run Exploration
LRE-T
Eric Nuttall

Safe if you are a dividend investor.  The perception is that their plays are not ‘A’ quality.  A recent acquisition put LRE-T shares in the hands of investors who may not want to keep them.  Wait 3 months for them to finish selling.  Prefers others.


Price: $5.330
Subject: OIL & GAS
Bias: SELECTIVE
Owned: No
2014-08-25 WAIT Leucrotta Exploration Inc.
LXE-X
Eric Nuttall

They have a very clean balance sheet so they are well funded through 2015.  He would pick away at it at $2. 


Price: $2.190
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2014-08-25 COMMENT Manitoba Telecom Services
MBT-T
Peter Brieger

A well-run company, but isn’t going anywhere fast. 5.5% dividend yield.


Price: $30.840
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 TOP PICK Precision Drilling
PD-T
Peter Brieger

Largest driller in Western Canada and 4th largest onshore driller in the US. It is expanding beyond those borders. On a macro basis, he likes the energy field, and because of the outlook for global growth we will see more drilling and more activity in the various oil areas. Recently did a deal with Schlumberger (SLB-N) where they will use their technical expertise and marketing assistance to reach a broader list of customers in the US. He sees a 40%-50% gain at least, over the next year or so. Yields of 1.84%.


Price: $13.070
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-08-25 DON'T BUY Peyto Exploration & Develop.
PEY-T
Eric Nuttall

There are others with better production growth outlooks.  Prefers TOU-T.  The management at PEY-T are very well respected.  Thinks people will move from this stock to another.


Price: $37.120
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2014-08-25 HOLD Potash Corp of Saskatchewan
POT-T
Peter Brieger

Will trade restrictions in Russia affect potash exports, and will it increase prices? The answer is no, because most of it goes to China. Potash prices are firming in China, India and Brazil. Expects the supply situation will be easing. The forecast for target prices on potash, a year from now, is below the current price. Feels this is short sighted. If you own, continue to Hold.


Price: $38.720
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-08-25 HOLD Painted Pony Petroleum
PPY-T
Eric Nuttall

Entered into an arrangement with Alta Gas.  Alta Gas is building a facility that will ramp up PPY-T’s production like mad, but they are going to charge a toll and he does not know what that is.  This arrangement frees up $300 Million of Cap-X that PPY-T would have had to spend.  Through new fracking, they are increasing productivity by 50% with no incremental cost.  You are paying a premium multiple so he would prefer other names unless you are willing to look out 3 years.


Price: $14.200
Subject: OIL & GAS
Bias: SELECTIVE
Owned: No
2014-08-25 TOP PICK Panterra Resource
PRC-X
Eric Nuttall

It is a very new company   It is a high risk name.  One of the few remaining management teams experienced in the foot hills of Alberta.  Not a lot of predictions of production forecasts.  They are just waiting on drilling permits over the next three months.  Expects them to do more deals.  Give them the next year.


Price: $0.330
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Yes
2014-08-25 COMMENT Penn West Petroleum
PWT-T
Peter Brieger

To rectify its position with its covenants, the dividend is going to have to go. The best case would be a major cut.


Price: $7.940
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-08-25 HOLD Raging River Exploration
RRX-T
Eric Nuttall

They have done far better than he thought they would.  Wells are coming in lower in cost than they thought and productivity is better than they expected.  But he is not willing to pay the premium multiple.  They can afford a dividend, but their decline rate corporately should be about 45% but other dividend paying names are closer to 13%.  He doesn’t think they have an intention of paying a dividend.


Price: $11.010
Subject: OIL & GAS
Bias: SELECTIVE
Owned: No
2014-08-25 TOP PICK Royal Bank
RY-T
Peter Brieger

Likes the earnings report that they came out with last Friday. A global leader. They’ve laid out a game plan where 50% of the business should be domestic and 50% should be global. Also, 50% should be in wealth management and 50% in other traditional banking areas. That sets a model for other banks. Yield of 3.7%.


Price: $80.980
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-08-25 COMMENT Shawcor Ltd. (A)
SCL-T
Peter Brieger

A 5-year hold is probably appropriate for a company like this. One of the major pipeline coating companies globally. Has 25%-30% of the market. Earnings are down from last year, but in the last quarter, they have increased their backlog by about 6% sequentially, and it looks like they are bidding on another billion dollars of contracts. If you are looking at this for a 3-5 year hold, it is a Buy right now. Can see a 10%-11% increase in the next 12 months, about 14% including dividends. Dividend yield of 1%.


Price: $59.980
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-08-25 SELL Surge Energy Inc
SGY-T
Eric Nuttall

Longer term he does not think they can maintain the metrics they are putting to the street.  He moved to TOU-T for the long term.


Price: $8.640
Subject: OIL & GAS
Bias: SELECTIVE
Owned: No
2014-08-25 BUY Spartan Energy Corp
SPE-T
Eric Nuttall

Is going to have one of the highest production per share growth rates next year.  It is a hyper growth stock lead by a management team that has done it twice before.  It is stuck in a range right now, so they need to come out with more drill results or other news.


Price: $4.050
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Yes
2014-08-25 BUY Suncor Energy Inc
SU-T
Eric Nuttall

Refiners are making a huge margin.  SU-T are growing their oil sands production. 


Price: $44.300
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2014-08-25 DON'T BUY Twin Butte Energy
TBE-T
Eric Nuttall

Management has not been able to achieve what they wanted for 6 quarters.  Now they are transitioning toward horizontal wells.  The numbers suggest the dividend is sustainable.


Price: $1.880
Subject: OIL & GAS
Bias: SELECTIVE
Owned: No
2014-08-25 DON'T BUY Trican Well Service Ltd.
TCW-T
Eric Nuttall

Bearish on the service sector.  There are high expectations about west coast LNG and he thinks the contracts will be long term and low margin.  He thinks the services sector is overvalued.


Price: $15.600
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2014-08-25 PAST TOP PICK Toronto Dominion
TD-T
Peter Brieger

(A Top Pick Aug 27/13. Up 36.42%.) He is looking forward to capital gains of 5%-6% plus the dividend. Likes its US exposure. (See Top Picks.)


Price: $57.820
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-08-25 HOLD Tim Hortons
THI-T
Larry Berman CFA, CMT, CTA

He has looked at analysts’ spin on the acquisition by Burger King of Tim Hortons.  The stock had a big gap up, but maybe the deal does not work.  He sold Tims this morning even though it could go higher still, because it hit his target.  It would be a buy at $68.


Price: $82.030
Subject: TECHNICAL ANALYSIS & ETF's
Bias: UNKNOWN
Owned: No
2014-08-25 BUY Torc Oil & Gas Ltd
TOG-T
Eric Nuttall

They came out with their quarter which beat expectations slightly.  It is usually a quiet quarter for them.  WCP-T did an acquisition and raised their dividend and it was hoped TOG-T would do the same thing with their dividend.  Thinks they could increase their dividend 30-40%, but many investors would prefer they deploy the cash as Cap-X.  He is making it a core holding of his.


Price: $14.580
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Yes
2014-08-25 TOP PICK Tourmaline Oil Corp
TOU-T
Eric Nuttall

(Top Pick Aug 19/13, Up 34.01%) One of his largest holdings.  They have a huge amount of acreage and the well results keep getting better and better and better.  Great management teams can identify great acreage.  Confident they will formalize a 20 rig program for next year.  Huge inside ownership.  Coming catalysts.


Price: $54.100
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Yes
2014-08-25 PARTIAL BUY Global X Uranium ETF
URA-N
Larry Berman CFA, CMT, CTA

Likes Uranium stocks and accumulating them is the right way to buy them.  The fundamentals are lining up.  Uranium is the cleanest source for energy for the growth in the world coming up.  If we start getting Uranium above $35/$36 then trend lines will be breaking and you will get all kinds of good fundamentals.


Price: $14.980
Subject: TECHNICAL ANALYSIS & ETF's
Bias: UNKNOWN
Owned: Unknown
2014-08-25 BUY Visa Inc.
V-N
Peter Brieger

This would be a good time to enter. This is a provider of an electronic platform for financial institutions, who want to have payment systems related to debit cards, credit cards, prepaid cards, etc. This is a transaction business, so the more transactions, the better. Looking at the growth in emerging markets, it is more of a secular story as market penetration is no where near what it is in developed markets.


Price: $216.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-08-25 WATCH Valeant Pharmaceuticals
VRX-T
Larry Berman CFA, CMT, CTA

When M&A activity happens, he backs off because he is not an expert at evaluating it.  Technically, it has pulled back and could be interesting.


Price: $126.790
Subject: TECHNICAL ANALYSIS & ETF's
Bias: UNKNOWN
Owned: Unknown
2014-08-25 BUY Whitecap Resources
WCP-T
Eric Nuttall

Prefers over BTE-T because they are adept at doing acquisitions and even increased their dividend.  The scale of the company is smaller so the acquisition moved the needle more.  They can grow 15% every year and still increase their dividend.


Price: $18.220
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Yes
2014-08-25 HOLD Yamana Gold Inc.
YRI-T
Peter Brieger

The lower stock price is primarily because of the collapse of the price of gold. However, he believes the price is going to come back over the next year or 2.


Price: $8.980
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-08-25 BUY on WEAKNESS BMO Covered Call Cdn Banks ETF
ZWB-T
Larry Berman CFA, CMT, CTA

Recommends this to get into banks.  Has a covered call strategy on half the portfolio and that generates extra yield.  Depending on volatility, the premium is bigger or smaller.  Most banks are pretty close to their one year out price target.  Maybe we have another quarter or so when the numbers are okay, but September is when there are corrections, so he would wait if desiring to buy this one.


Price: $17.800
Subject: TECHNICAL ANALYSIS & ETF's
Bias: UNKNOWN
Owned: Unknown
2014-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Markets.  In July the markets were at all time highs.  They were this week.  He said there would be a correction after he was on last in July.  The Dow came back 4% after he was on and then came back.  Now markets are overvalued again.  September is THE weakest month of the year.  Beware, the ides of September.  October in a mid-term election in the US is the bottom of the 4 year cycle so look for buying opportunities in October.  Economically sensitive sectors would be the weakest in the month of September.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2014-08-22 WAIT A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Gold.  Strength is July to beginning of September or October.  Gold has been slightly lower.  Other gold stocks are actually in upward trends.  He is still hopeful that the seasonality will still kick in.  Buy when the US$ rolls over.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 WAIT A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Seasonal investing through ETFs.  Best time to buy the market on average is October 28th.  You want to be fully invested in equities until the beginning of May.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Young

Markets. Everybody is talking about needing a correction, but if everyone is expecting one, it doesn’t really happen. A correction would be healthy, but the market keeps going up. There won’t be a 5%-10% correction, because there is so much cash sitting on the sidelines. Every time we fall 3%-4%, people see it as a buying opportunity. The dividend component of the Canadian market is healthy. It’s north of 3% on the index, which holds up well against the US index. Dividends pay you while you wait, and gives you a cushion on the downside in a correction. He is more in a position towards the growth side in dividends. Probably the most expensive area of the stock market is those stocks that have reasonable yield, but also are defensive businesses with good growth prospects. These have been expensive for a while.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: _N/A
2014-08-22 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Young

Trailing stops? Basically a trailing stop is a “point” at which you are going to sell, that moves with the stock. If the stock goes up, the level of the stop goes up as well. The trouble with setting these stops is that you can get whipsawed. If you don’t set them at the right place and you enter some temporary volatility, you get Sold out and then the stock bounces back. Normally you set this outside of a normal standard deviation and set it below that. Also, the issue is that once you have Sold a stock, you then have to decide when to Buy it back, which is sometimes a very difficult decision to make.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: _N/A
2014-08-22 BUY AutoCanada Inc.
ACQ-T
Jeff Young

A Western-based company that is rolling up a bunch of car dealerships, primarily in Western Canada, but are moving across Canada. Focused on trucks primarily, which are higher margins. A real growth story for several years, but has corrected here on concerns their pace of growth is slowing down. He doesn’t think that is the case. Even since the quarter when people got a little bit worried, they’ve had 2 acquisitions, so he feels the story will continue to play out. 25%-30% upside in the next 12 months is possible.


Price: $71.160
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 BUY Alaris Royalty
AD-T
Jeff Young

This is a quasi-private equity royalty type shop where they give private companies capital, in exchange for part of the top line generally. Have a bunch of underlying companies and are looking to expand that into the US. Last year was a bit rocky when they had some problems with a couple of their underlying companies, but that has all been sorted out. Thinks this could get back to $36 or so. Feels the dividend is safe.


Price: $32.830
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 DON'T BUY Aetna Inc.
AET-N
Don Vialoux

Healthcare stocks are very strong this time of year.  Upward strength is probably okay right here.  You may want a few more higher highs and higher lows here.  Compared to others in the sectors, they have broken to all time highs so this one is lagging and for this reason he would prefer one of the others.


Price: $78.770
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 HOLD Agrium
AGU-T
Jeff Young

Has been a bit of a disappointment. Hasn’t really done very much over the last year. Continues to like it over the long term. Likes their strategy of owning the big retail network in Canada and the US. Gives them some stability to their earnings. 3.2% dividend yield.


Price: $101.820
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 BUY on WEAKNESS Arc Resources Ltd
ARX-T
Don Vialoux

Natural gas normally bottoms around the end of August, as do the stocks.  Now there is a nice little base pattern forming.  The trend is still not there yet and relative strength is probably slightly better than the TSE.  He likes gassy stocks and they are showing signs of base building. 


Price: $31.460
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 PAST TOP PICK Arc Resources Ltd
ARX-T
Jeff Young

(A Top Pick Sept 19/13. Up 24.72%.) They continue to deliver. Have very good lands in northeast BC and Alberta, and are strong operators in that. Well-placed for LNG, should that come about at some time.


Price: $31.460
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 COMMENT Artis Real Estate Investment Trust
AX.UN-T
Jeff Young

A high-quality REIT. In Western Canada and expanding into the US. Suffers from somewhat limited growth and being interest-rate sensitive. 6.7% yield.


Price: $16.040
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2014-08-22 COMMENT Bonavista Energy Corp
BNP-T
Jeff Young

Thinks there is potential for the company, but you have to keep an eye on it as well. Stock hasn’t been the best performer, and a lot of that relates to some of the capital efficiencies and their ability to get a lot of production for their dollar. Cost structure is a little bit higher than some of the others. If we see strength in gas prices, everything will be fine, but if we go through a prolonged period of lower gas prices, that dividend would be at risk. (See Top Picks.)


Price: $14.570
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: No
2014-08-22 DON'T BUY B2Gold Corp.
BTO-T
Don Vialoux

He looks at gold, the sector and how the stock does relative to other stocks in the sector.  This one is one of the poorer performers, is in a downward trend and is underperforming the market.


Price: $2.730
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 WAIT CAE Inc
CAE-T
Don Vialoux

Has strong seasonality around the times of the big air shows.  After that there are new announcements about new jets and the stock has a difficult time.  The best time is from October until June historically.  But now we are in the period of seasonal weakness. 


Price: $13.390
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 TOP PICK Cardinal Energy Ltd
CJ-T
Jeff Young

Medium to heavy oil. This is a smaller and newer company, but one that is set up very well for the dividend plus growth model. Have no debt, which is unique for an oil/gas company. They focus on very, very low decline rate oil properties. Thinks their decline rate is around 13%, whereas the majority of the dividend oil/gas players is around 25%-30%. Having no debt makes them much more able to go through a downturn. Yield of 4.33%.


Price: $19.420
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2014-08-22 BUY Canadian Imperial Bank of Commerce
CM-T
Don Vialoux

Technicals are all okay.    Banks have a history of splitting stock when it gets above $100.  We have to wait for results next week.


Price: $104.790
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2014-08-22 WATCH Canadian National R.R.
CNR-T
Jeff Young

Very expensive. They seem to keep getting their numbers every quarter. As long as they continue to do that and the market stays the way it is, it will continue to go up, but you need to keep an eye on it. If there is some sort of correction here, a lot of people may take some short-term profit, but that would be an opportunity to pick up some shares. 1.3% dividend yield.


Price: $76.130
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
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