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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
2016-12-05 PAST TOP PICK Element Fleet Management
EFN-T
Alex Ruus

(A Top Pick Dec 7/15. Down 9.54%.) Broke into 2 pieces. One is Element Financial and the other is Element Fleet Management (EFN-T), North America’s biggest fleet management. The other is ECN Capital (ECN-T) with railcar and equipment leasing. They missed in the last quarter which is why the stock seemed a little weak, but the long-term growth story in both companies is excellent, and he has been adding both to his portfolio.


Price: $11.780
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2016-12-05 DON'T BUY Emera Inc
EMA-T
Don Vialoux

These stocks tend to underperform this time of year.  EMA-T is in a distinct down trend, breaking to new lows.  It is below the 20 day moving average and momentum indicators are negative.  There have to be better opportunities.


Price: $44.200
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2016-12-05 COMMENT Essential Energy Services Ltd.
ESN-T
Alex Ruus

An oilfield services company. Longer-term, he likes this. They are the Western Canadian leader in the coil tubing service business. Long-term, there is a good opportunity in this space. In the short term, he would be a little bit cautious on the entire services space. Profitability is pretty muted.


Price: $0.600
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2016-12-05 WATCH iShares MSCI Mexico E.T.F.
EWW-N
Don Vialoux

It is in a distinct downward trend, not performing as per seasonality.  There are some signs of bottoming, but you want more conforming technical evident before entering.


Price: $43.700
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2016-12-05 BUY Fairfax Financial
FFH-T
Stephen Groff

Management has done a very good job.  It was a difficult few years for them.  You are able to buy them at a more attractive price than previously.  You won’t get outsized returns but it is positioned to withstand pretty big shocks in the system.


Price: $627.280
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Unknown
2016-12-05 COMMENT Flyht Aerospace Solutions
FLY-X
Alex Ruus

He likes this very much. Things are going great for them. Their Chinese business has been a particularly bright area. Potentially it looks to accelerate some more next year. With increasing pressure for increased regulation, at some point in the next 2-3 years, you could see something happen that would accelerate adoption in some of their solutions. It is likely going to finish the year profitably.


Price: $0.195
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2016-12-05 TOP PICK Freehold Royalties
FRU-T
Alex Ruus

An oil/gas royalty company, one of the larger ones in Western Canada. Trading at a discount to its closest comparable, PrairieSky (PSK-T). Dividend yield of 3.43%, and he thinks it could increase next year. (Analysts’ price target is $15.61.)


Price: $13.990
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2016-12-05 DON'T BUY Golar LNG Ltd
GLNG-Q
Alex Ruus

Hasn’t looked at this for a while. He’s just started doing some work on LNG, as there might be some opportunities. He is looking at Cheniere, which has a new liquids action terminal on the Texas Gulf Coast for exporting North American gas offshore. Golar’s primary business is tankers that take LNG across the oceans. A pretty volatile stock. Like a lot of the shipping businesses, there are really big capital assets in a ship, typically heavily debt levered, and the rates move like crazy depending on supply/demand. Shipping might be a little bit oversupplied, so he is not interested in that area. Longer-term, LNG is a growth business.


Price: $24.500
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2016-12-05 COMMENT Home Depot
HD-N
Stephen Groff

A very well run company, but you are paying quite a bit for it.  It can take quite a while to grow into it.  We are a number of years into the housing turnaround.


Price: $129.680
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: No
2016-12-05 BUY JP Morgan Chase & Co
JPM-N
Alex Ruus

(Market Call Minute.) J.P. Morgan (JPM-N) or Wells Fargo (WFC-N)? He likes both, but in the near term, Wells Fargo has some issues, so he would go with this one.


Price: $83.260
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2016-12-05 BUY Loblaw Companies Ltd
L-T
Stephen Groff

He owns both L-T and WN-T.  They have done a great job of being more efficient and integrating Shoppers.  They generate a healthy amount of cash.  It is not dirt cheap, but you can get it at an attractive price.  Buy it and leave it.


Price: $69.390
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Unknown
2016-12-05 COMMENT Linamar Corp
LNR-T
Stephen Groff

The auto parts space is pretty depressed.  A lot of people are concerned about where we are.  The auto industry is cyclical.  MG-T gives you better diversification.  A lot of these stocks are cheap, but be cautious. 


Price: $56.250
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: No
2016-12-05 HOLD Manulife Financial
MFC-T
Alex Ruus

(Market Call Minute.)


Price: $23.060
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2016-12-05 TOP PICK Magna Int'l. (A)
MG-T
Alex Ruus

Great, long term chart. Had a pullback over the last 18 months. A great time to get involved. Trading at around 7X earnings. The #2 auto parts company globally. A real innovative company that continues to grow through thick and thin. Cheap. Great balance sheet. Buys back stock. Dividend yield of 2.39%, and you will probably see an increase in the next quarter. (Analysts’ price target is $64.52.)


Price: $56.530
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2016-12-05 PAST TOP PICK Microsoft
MSFT-Q
Alex Ruus

(A Top Pick Dec 7/15. Up 10.85%.) If he didn’t own a position, he would be buying this today. This company has gone through a bit of Renaissance. It was a tech leader of the 90s, then turned into yesterday’s old technology, but in the last 2 years has had a Renaissance. People now realize that they and Amazon (AMZN-Q) are the global leaders in Web services. This company has certain strategic advantages that could put them in the lead at some point in the future. A great, great generator of free cash flow. Pays a 2.5% dividend, and they buy back shares. Has $63 billion of cash on the balance sheet.


Price: $60.220
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2016-12-05 COMMENT Neptune Tech & Bioresource
NEPT-T
Alex Ruus

This has had a frustrating share performance. It has been a very satisfying business development year for them. New management has turned operations around and has made it profitable. They are growing the business strongly. Made a great, great acquisition at the beginning of the year. Has 50% operation in the Acasti pharmaceuticals, and the Pharma development angle, should be going into phase 3 trials next year. None of that is reflected in the stock. The stock could easily double or triple in the next year or 2.


Price: $1.330
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2016-12-05 COMMENT Nike Inc
NKE-N
Alex Ruus

A really solid, multinational company. One of the global Giants in sports footwear and apparel. At these levels, it is starting to look interesting. It has lost a little of momentum, relative to some of the other hot names. It is a marketing machine, and they continue to churn out good quality apparel, and do a brilliant job in marketing and sales. Pulling back into more fairly valued territory, where it becomes interesting. Pays a small dividend that increases every year.


Price: $51.850
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2016-12-05 SELL Patient Home Monitoring
PHM-X
Alex Ruus

(Market Call Minute.) He doesn’t like the management.


Price: $0.165
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2016-12-05 HOLD Restaurent Brands International
QSR-T
Stephen Groff

He likes it.  It is a very well run business.  They took a lot of cost out.  It is a competitive environment.  The stock is not as cheap as it was.  They have a lot of debt and some has to be refinanced in the next couple of years.


Price: $64.040
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 BUY Sherritt International Corp.
S-T
Don Vialoux

Just recently it moved above a key resistance level and started to show an upward trend.  Nickel prices are starting to move higher.  You are into a good position technically and seasonally these stocks do well now.


Price: $1.390
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2016-12-05 SELL Shopify Inc.
SHOP-T
Alex Ruus

(Market Call Minute.) He likes the company, but it is super expensive.


Price: $58.990
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2016-12-05 DON'T BUY Shaw Communication (B)
SJR.B-T
Don Vialoux

Seasonal strength is from October to May of each year.  We are getting signs right now that it is in a trading range.  Technically it is not doing what you want.  It has not moved to new highs.  Relative strength is negative and it is below its 20 day moving average.  Look for better opportunities elsewhere.


Price: $26.000
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2016-12-05 WATCH Sun Life Financial Inc
SLF-T
Don Vialoux

The period of seasonal strength is the end of August to the end of November.  We reached the end of the period.  Momentum indicators are still positive and it is outperforming the market.  It is a good idea to take money off the table until the end of February.  If it got back to $46.50, you could buy it until the beginning of May.


Price: $51.540
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2016-12-05 DON'T BUY Silver Wheaton
SLW-T
Stephen Groff

The space has been volatile.  FNV-T could make sense at the right time so he prefers it.


Price: $25.030
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: No
2016-12-05 HOLD Semafo Inc
SMF-T
Alex Ruus

(Market Call Minute.) This is a Hold, but it is getting to his Buy point.


Price: $4.120
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2016-12-05 PAST TOP PICK Extended Stay America
STAY-N
Stephen Groff

(Top Pick Sep 7/16, Up 14.29%) They are coming to the end of a very important refresh of their business.  Cap-X will be coming down over the next couple of years and now they can repurchase shares.


Price: $15.680
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 BUY Stantec Inc
STN-T
Stephen Groff

Over time it will turn out to be good.  The valuation is fair.  You can own it over the long term.  He believes you can bet on management.


Price: $36.030
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 TOP PICK Store Capital Corp.
STOR-N
Stephen Groff

They are a triple net lease company.  They buy where there is little competition.  They earn high cap rates.  They require that the tenant is profitable.  Their occupancy levels are very high.  He was the first investor ever to visit them.  He likes them as a dividend company and as a compound cash per share company.  It normally falls below the radar.  (Analysts’ Target: $30.81)


Price: $0.000
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 BUY Sylogist Ltd.
SYZ-X
Stephen Groff

They do a lot of very niche software where there is not a lot of competition.  They have pricing power.  They just keep generating cash flow.  He owns about 9% of the company.


Price: $10.250
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 HOLD Teck Resources Ltd. (B)
TECK.B-T
Don Vialoux

Coal, zinc and Copper are the main commodities.  It is still in an upward trend, trading above the 20 day moving average, momentum indicators are above average and it is outperforming the market.  It does well until the end of April, seasonally.


Price: $34.480
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2016-12-05 COMMENT Tourmaline Oil Corp
TOU-T
Alex Ruus

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be this one, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.


Price: $37.220
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2016-12-05 BUY on WEAKNESS Trevali Mining Corp
TV-T
Alex Ruus

(Market Call Minute.) If you own, continue to Hold, but you can Buy on weakness.


Price: $1.390
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2016-12-05 WATCH Domtar Corp.
UFS-T
Don Vialoux

It has strong seasonality.  Mid Oct through until April of each year.  Look for it to move higher.  It is testing a key resistance level.  If it moves above it, it will then go on to test the next resistance level.


Price: $52.490
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2016-12-05 BUY on WEAKNESS Visa Inc.
V-N
Alex Ruus

A global, leading company with a dominant position. Has done extremely well over the last 5 years. It has somewhat flat lined in the last year. A great long-term, really big free cash flow generator that does really well. The multiple might be a little too expensive. Wait for some type of disruption.


Price: $77.310
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2016-12-05 COMMENT Seven Generations Energy Ltd
VII-T
Alex Ruus

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be Tourmaline, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.


Price: $30.740
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2016-12-05 PAST TOP PICK Walgreen Boots Alliance
WBA-Q
Stephen Groff

(Top Pick Sep 7/16, Up 3.27%) Not a lot has changed.  It is a steady business that is doing a lot of things right.  They turned over 40% of their supervisors in North American stores.  He thinks it will result in sustainable margins.


Price: $85.000
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 TOP PICK Walgreen Boots Alliance
WBA-Q
Stephen Groff

[See Past Picks]  They have a lot of partnership agreements that will kick in shortly.  They are renovating an enormous number of stores.  They are doing a better job of understanding SKU by SKU profitability.  They are driving traffic.  They are doing all of this to offset margin compression.


Price: $85.000
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 COMMENT Whitecap Resources
WCP-T
Alex Ruus

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be Tourmaline, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.


Price: $11.990
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2016-12-05 PARTIAL SELL Wells Fargo
WFC-N
Stephen Groff

US financials have been a big holding for him.  The risk return is not as good as it was just a few weeks ago.  He has begun reducing his holding.


Price: $54.350
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2016-12-05 COMMENT Wells Fargo
WFC-N
Alex Ruus

(Market Call Minute.) J.P. Morgan (JPM-N) or Wells Fargo (WFC-N)? He likes both, but in the near term, Wells Fargo has some issues, so he would go with J.P. Morgan.


Price: $54.350
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2016-12-02 N/A A Comment -- General Comments From an Expert
A Commentary
Fabrice Taylor

Market. The market has gone almost a decade without a correction, and you normally don’t go that long, so something was going to happen. He is 60%-70% cash and just waiting. Doesn’t want to get caught flat footed again with another massive correction and no money to deploy, so looks at corrections as an opportunity rather than as a disaster. He doesn’t buy the argument that rates are going to go that much higher. We live in a world with very little inflation and technology destroys a lot of jobs, more than we create. There is also a demographic issue in the developed world where we are getting older.


Price: $0.020
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: _N/A
2016-12-02 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Market. He is not a fan of Trump, but he is certainly acting presidential, a total surprise. We’ll have to wait and see. OPEC reached an agreement, and implementation is in January. Whether they keep the agreement or not is a totally different question. Oil has a long way to go to get back to balance. Thinks there will be a consolidation in the low $50. Expects the price is going to go higher in 2017, simply because they haven’t put the money in that makes the oil come off the other end.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2016-12-02 WAIT A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Telcos, utilities or banks? Utilities haven’t been acting that well, nor has BCE. This a buying opportunity. He would be on the sidelines with utilities as they are more sensitive. Yields tend to be lower than the telecoms. Wait until after December 15 when he believes there will be a rate increase. With the bond market selling off and bond yields coming back, and not yielding as much as banks or telecoms, the utilities are still vulnerable. He would stand back and wait for the next 6-9 months to see what happens. (See Top Picks.)


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2016-12-02 COMMENT A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Gold? Which company? He is not in gold, but believes that until he sees the whites of the eyes of inflation, we are not going to see it. We are building an environment of higher oil prices, fiscal stimulation, bank regulation, etc. which are bound to create more inflation if they are carried through. If inflation starts to show up, then he’ll have a hard look at gold again.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-12-02 COMMENT Air Canada (B)
AC-T
David Cockfield

After years of bad experience with the airlines, he is always very careful about that area. This has had a good run. If oil and the price of fuel goes up, that is a significant factor. He doesn’t see a lot of upside from here.


Price: $14.010
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-12-02 WAIT Agrium
AGU-T
David Cockfield

Has loved the stock in the past, but sold it in the past with the anticipation that he would be able to buy it back. Then the Potash (POT-T) merger appeared, and he is not keen on Potash at all. Subsequent to that, this stock has moved up. He would be a little cautious. Wait to see what happens after the merger and how things work.


Price: $133.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-12-02 HOLD AcuityAds Inc
AT-X
Fabrice Taylor

Does Programmatic advertising. When you type something in Google and land on a page, sometimes there is an ad with something you are interested in. The whole process behind that ad, happens in a millisecond, and is actually an auction to see who gets to win your eye balls. This company has a platform which appears to be one of the better ones for this type of work. They are able to do it profitably, where a lot of companies are having trouble. He likes the company.


Price: $2.330
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 TOP PICK Badger Daylighting
BAD-T
Fabrice Taylor

Oil and gas activity is only about 40% of their business. That 40% should probably grow because we are seeing more activity. Their construction business is pretty steady at this stage. Also, there is a different angle on this. There is a massive Short position with 37 million shares outstanding, and 10 million of them are sold Short. Every day that the stock goes up, there is more agony for them. There are not a lot of Sellers, because it is very institutionally held. Dividend yield of 1.23%. With any luck, the stock could go to $40. (Analysts’ price target is $31.74.)


Price: $32.300
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 HOLD BCE Inc.
BCE-T
Fabrice Taylor

Dividend yield of 4.8% is not bad when compared to bonds. People are worried that bonds are going to get to the point where they are going to become competitive to dividend yields. However, there are a lot of arguments to stay in this stock. If held outside a registered account, you get a favourable tax treatment. He doesn’t think interest rates are going to go up that high. Thinks the sentiment is going to keep going against this stock for a while. Pick a target of perhaps 5%-6% and buy when it reaches that.


Price: $57.370
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: No
2016-12-02 TOP PICK BCE Inc.
BCE-T
David Cockfield

Good company, good dividend, good yield, solid record, and the stock has come off almost 10%. This gives you a yield and a tax dividend credit that you can’t get anywhere in the fixed income market. A safe stock. Dividend yield of 4.76%. (Analysts’ price target is $62.39.)


Price: $57.370
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-12-02 COMMENT Brookfield Infrastucture Partners
BIP.UN-T
Fabrice Taylor

A good company, and in a good space. Pays a dividend. Doesn’t think you have anything to worry about.


Price: $42.510
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Unknown
2016-12-02 PAST TOP PICK Bank of Montreal
BMO-T
David Cockfield

(A Top Pick Oct 23/15. Up 20.95%.) 12 months ago, bank shares were beaten up by short sellers in New York. They continue to outperform most of the analysts’ expectations. That may continue. Still feels Canadian banks are not a bad longer-term Buy.


Price: $89.000
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-12-02 COMMENT Baytex Energy Corp
BTE-T
Fabrice Taylor

Generally, energy looks like it is going to do better. We are probably at the bottom in energy. If they are okay on the balance sheet side, you are probably okay.


Price: $6.050
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: No
2016-12-02 HOLD Cortex Business Solutions
CBX-X
Fabrice Taylor

A tech company based in Calgary. They have a platform through which oil companies can take in receivables. If you are a driller and work for an oil company, you would send in your invoice through this platform. Oil companies like this, because it allows them to save quite a bit of money. The stock has done poorly, because the oil market has been bad, and oil is their major customer. CEO is very good, and thinks he is going to turn it around.


Price: $2.500
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 DON'T BUY Corus Entertainment (B)
CJR.B-T
Fabrice Taylor

Doesn’t know this company particularly well, but does know the media industry a little. He is very leery of this as people don’t spend a lot of time listening to radio or watching traditional TV anymore. Their eyes are glued to the Internet, which is major competition. The 9.3% dividend yield tells you people are concerned about the sustainability of it. The stock chart is not looking very good. If you own, think hard about if you think the business is viable. Look at their cash flow structure to see if they are generating enough money to pay the dividend.


Price: $12.130
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: No
2016-12-02 COMMENT Canadian Imperial Bank of Commerce
CM-T
David Cockfield

Take some profits now? The banks have had a good run, and probably moving more into market performers. If you want some yield, potential growth and diversify into buying a telecom or pipeline, this might be a time, especially if you are overweight.


Price: $108.490
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2016-12-02 COMMENT Crescent Point Energy Corp
CPG-T
David Cockfield

This has been a disappointment. The stock went up to $23-$24, and backed off to the low $20, and then into the high teens. They then came out with a huge equity issue, which absolutely killed the market, and is still sort of recovering from that. He still likes it. One of the best managed intermediate oil companies in Canada. They are in the Bakken area where they can actually produce oil and make money at $50. Close enough to the US where they have good pipeline access. That is going to improve. This would still be his choice in the market. Dividend yield of 2.09%.


Price: $17.190
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-12-02 TOP PICK Ceapro Inc.
CZO-X
Fabrice Taylor

A biotech company, but they produce materials from oats. CEO is very impressive. Biotechs sometimes scares people, because they think they don’t make any money. This one actually makes money and is very profitable. They do 70% gross margins. Trading at about 12X earnings, and yet there is significant upside. The new plant can do 10X the revenue they currently do, so there is no CapX. As they fill the capacity use in that plant, it is going to be a free cash flow play. They are also testing different uses for the compound. Currently being used by Aveeno, but are also doing trial testing for combating high cholesterol. You are getting the stock for a very low multiple. Has $10 million cash in the bank.


Price: $1.420
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 SPECULATIVE BUY Darnley Bay Resources
DBL-X
Fabrice Taylor

Apparently there is a shortage in zinc. This company is in the process of acquiring a pretty interesting former producing zinc mine in the Northwest Territories. It is near power, water and trains, all the things you need in a mine. Speculative, so don’t put too much into it.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
2016-12-02 COMMENT Engagement Labs Inc
EL-X
Fabrice Taylor

This is trying to become the Nielsen ratings for social media. There is a need for this as advertisers want it. They have technology and a lot of code and have put together some interesting projects. This has been a bit of a heartbreaker. They’ve had a lot of turnover in the executive suite, and are on their 3rd CO, who owns a lot of shares. He has been averaging down and buying more stock. Thinks it has bottomed and is going to come back.


Price: $0.090
Subject: NORTH AMERICAN - SMALL
Bias: UNKNOWN
Owned: Yes
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