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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
2015-02-23 DON'T BUY Restaurent Brands International
QSR-T
Peter Brieger

Thinks 3G is over hyped.  MCD-N has a lower PE in comparison.  He thinks it is a speculation.  Prefers Yum Brands.  THI-T was a cleaner story.


Price: $52.400
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-23 BUY RDM Corporation
RC-T
Peter Imhof

It traded sideways, then came down and then came up nicely.  Earnings are growing.  There may be activist shareholders coming into the stock, but they are doing well according to their last conference call.


Price: $3.640
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 BUY Rio Alto Mining
RIO-T
Peter Imhof

The merger made sense.  He likes both management teams.  This is one of the places to be in the precious metals space. 


Price: $3.790
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 WEAK BUY BioSyent Inc
RX-X
Peter Imhof

Likes the story but the valuation is a bit too high.  It is not that liquid of a stock.  Hard to buy in a fund, but okay for individual investors.  Prefers MLS-T.


Price: $10.010
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 BUY Shawcor Ltd. (A)
SCL-T
Peter Brieger

Likes it.  It came off with energy stocks in general.  Provides a very necessary product and service.  Two to three years they will benefit along with pipeline construction.


Price: $36.260
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 WAIT Scorpio Mining Corp.
SPM-T
Peter Brieger

Don’t buy more yet, but wait to see what management will do.


Price: $0.195
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 DON'T BUY Suncor Energy Inc
SU-T
Peter Brieger

On his watch list.  If he was going to increase his exposure he would do it with CNQ-T.


Price: $38.670
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-23 BUY Sandvine Corp.
SVC-T
Peter Imhof

A top pick about a year ago.  Operations have been doing well and earnings are strong.  Buying back a lot of stock.  Good visibility.  Low multiple and good balance sheet.  One of his larger tech holdings.  Sees an acceleration in their revenue growth.


Price: $3.790
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 BUY Teck Resources Ltd. (B)
TCK.B-T
Peter Brieger

Likes it and has for some time.  1 to 3 years futures for copper are flat.  He is bullish on the US economy so it will eventually do well.


Price: $18.680
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 TOP PICK Toronto Dominion
TD-T
Peter Brieger

You are going to have a solid 8-10% total return.  The key factor is how well it does in the US.  As the US economy picks up it will have a positive effect on Canada. 


Price: $53.540
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 HOLD Tourmaline Oil Corp
TOU-T
Peter Brieger

He may want to own it.  He owns CPG-T.  He would want TOU-T for its gas exposure.  Hold if you have it.  He wants to see where the prices of oil and gas end up at before buying.


Price: $40.360
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-23 WATCH Trans Canada Corp
TRP-T
Peter Brieger

On his radar screen, but he already has 3 pipelines.  Thinks Keystone and East/West pipelines get built, but he would prefer to stick to the other three.


Price: $55.120
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-23 BUY Visa Inc.
V-N
Peter Brieger

Likes it going forward.  Great growth going forward.  It is an electronic payments system.  4:1 split happens March 19/15.


Price: $273.010
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 PAST TOP PICK Wanted Technologies
WAN-X
Peter Imhof

(Top Pick Dec 19/13, Down 2.76%) He moved shops and the market cap was too small to buy at his new employer.  They lost a large contract, but back filled it.  Their earnings will be strong in 2016.


Price: $1.450
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: No
2015-02-23 WEAK BUY iShares S&P/TSX SmallCap ETF
XCS-T
Peter Imhof

Well diversified.  All the small cap sectors are in it.  No active management and he feels you could look for that instead.


Price: $15.020
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 TOP PICK iShares S&P/TSX Global Gold
XGD-T
Peter Brieger

He might have chosen CEF.A-T but you can’t have more than one top pick from a year ago.  He looks for a 10% price increase in gold this year, but they also reduced costs so you could see more appreciation.  Use a basket instead of trying to pick a gold company.


Price: $11.040
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 TOP PICK Yangarra Resources
YGR-T
Peter Imhof

Has been hit badly, but is a baby being thrown out with the bath water.  Will produce $0.60 in cash flow because they are hedged.  Low debt to equity on the balance sheet.


Price: $1.400
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 COMMENT BMO S&P/TSX Eq.Wt. Global Gold
ZGD-T
Larry Berman CFA, CMT, CTA

5-10k shares per day volume.  He went in last November and bought a million shares.  The market maker created the units, so the value traded does not matter.  The individual investor needs to trade at least 50k shares to have the market maker create units and you have to call the market maker. 


Price: $8.360
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-02-23 WATCH BMO HighYield Corp Bond US Hedge to CAD ETF
ZHY-T
Larry Berman CFA, CMT, CTA

High yield bonds with a currency hedge.  He has no exposure right now.  It is a nice yield, but with 20% of US fracking business in the high yield index, he stays out. He thinks this will re-test the levels from last year and that would be an okay time to step into it.


Price: $15.750
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2015-02-23 HOLD BMO S&P/TSX Laddered Preferred
ZPR-T
Larry Berman CFA, CMT, CTA

Preferred resets trading off the 5 year bank of Canada.  He owns ZPR-T.  These are a hybrid between fixed income and equities.  Just hold the ETF and collect the yield.


Price: $12.880
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-02-23 BUY BMO Covered Call Cdn Banks ETF
ZWB-T
Larry Berman CFA, CMT, CTA

Canadian banks with covered call overlay.  You have less volatility by using this compared to an individual bank.  You may or may not get a better overall total return.  He thinks Canadian banks go sideways for the next year.


Price: $16.330
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2015-02-20 TOP PICK KDDI Corp
9433 JP
Charles Lannon

Something that he likes in the market right now is Japanese companies starting to get interested in returning cash to shareholders. This one has doubled its dividend in the last 5 years, and he thinks they can do it again in the next 5 years. Like many telcos, there is not a ton of top line growth, but smart phone penetration is way behind North America, so they still have a pretty good ramp in terms of data demand.


Price: $0.000
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 N/A A Comment -- General Comments From an Expert
A Commentary
Charles Lannon

Markets. Bull market has been going on almost 6 years now and could keep going on. Doesn’t think the Central Bank accommodation is the key issue. A more important issue is that global growth is positive and accelerating. Global GDP growth came in at around 2.5% last year, and will certainly be closer to 3% this year. This is happening in an environment where the valuation backdrop is still generally supportive. Stocks are basically right in line with long-term averages. European and Japanese stocks look a little more attractive than North American or US stocks. Stocks, relative to the other main asset classes, specifically cash and bonds, probably offer a value for money versus the other alternatives. We haven’t had a decent correction in the market since 2007, and it has been unusual how little volatility there has been. The key drivers for equity performance are growth and valuation.


Price: $0.020
Subject: GLOBAL
Bias: BULLISH
Owned: _N/A
2015-02-20 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Charles Lannon

Good quality ETF’s in Asia, particularly Thailand, Indonesia and Laos? Not a huge fan of regional ETF’s, especially in those countries, as the markets are so shallow and so susceptible to fund flows that it can really be a volatile investment. Growth in East Asia, especially in Malaysia, has come down with the decline in oil prices. Thailand is still trying to recover from the decline in economic activity because of the political instability last year. Indonesia is still trying to pick up growth after the elections last year. He would suggest instead investing in these regions through either Jardine Matheson (JM-SP) or United Overseas Bank (SP) out of Singapore. Both are well-managed companies and pay good dividends.


Price: $0.020
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 N/A A Comment -- General Comments From an Expert
A Commentary
Bill Carrigan

Markets. The Dow and S&P 500 have hit all-time closing highs today. The only holdout right now is the NASDAQ and he is sure the NASDAQ will clear that. This will mean that all the major indices are breaking into all-time highs. The only thing that could spoil it is the currency wars that are going on. Most local governments that have their own currencies are trying to devalue their currency. We have the Cdn$, the British pound, the euro all being work down. Eventually the high in the US$ running upwards will eventually impair the earnings of the S&P 500, and we are going to gradually start Topping out. It doesn’t mean a Crash, but we will get this turning business and things are going to gradually start leaving the US and going global. Over the next year, investors should start reducing their US exposure and picking up some global stuff, including Canada. This currency war has all the banks fearful of raising rates, and that is going to continue for a while. A chart comparing the UK with the S&P 500 shows the S&P 500 breaking out above the 2007 highs. The UK is just trying to break out. Investors who are chasing yields right now and are buying into the dividend growth stuff are going to get harmed, so he would be very careful. One of the easiest trades out there has been going on the US$, and this is probably going to work for a little while yet, but he thinks we are near the end of that. Eventually we are going to see US internationals being punished by their high dollar which is impairing their earnings.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2015-02-20 COMMENT A Comment -- General Comments From an Expert
A Commentary
Bill Carrigan

Energy. Basically the energy index bottomed in 1998, followed by a big run up. There was a spike in 2008, which dragged the TSE up to a false move. From that point on there is pretty much of a sideways move. He would suggest that we are just in a multiyear trading range. We could run up to the old highs of 2011 and 2014, but doesn’t think we are going to match that high for a long time yet. Be very careful.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 N/A A Comment -- General Comments From an Expert
A Commentary
Bill Carrigan

US$? The strong dollar is a real problem for the Fed. They don’t dare hike rates, which could push the dollar higher. It is eventually going to create problems for US earnings. The natural course of the year is that as money leaves the US$, it will push the US$ down. He thinks the US$ has had its course.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2015-02-20 SELL Apple
AAPL-Q
Charles Lannon

He would separate the company from the stock. A lot of people love their products and use their products and are a very strong fan base. They dominate profitability and the smart phone industry despite that their market share is only around a 5th globally. He would argue the reason this has been so successful in the last 10 years, is because somewhat uniquely among large cap tech companies, Steve Jobs had the ability to bring together the engineering department, product management department, sales/marketing department, and get them to bash their heads together. This got compelling products out really, really quickly and only focused on products that made a difference. With his passing, his fear is that this company looks a lot like most other large tech companies, where there are all sorts of good ideas percolating, but the real challenge is to get those ideas to market very, very quickly. If he owned, he would be very tempted to take a profit.


Price: $129.495
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 COMMENT Avigilon Corp
AVO-T
Bill Carrigan

He doesn’t do fundamentals, but there are 2 things he sees on this company. 1.) It is a crowded trade. 2.) He doesn’t see a moat around the stock, so there could be competition. Chart shows there has been an ABC correction. This means the correction is probably done. He wouldn’t be surprised if this ran back up to the old top. If you are Long you might want to exit at the old high of $35-$36. He wouldn’t see this as being a long-term investment.


Price: $24.220
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 COMMENT Boeing
BA-N
Bill Carrigan

This seems to be immune to the strong US$. He would imagine it is because of orders sold for a long way ahead. Because of this, he doesn’t think the US$ is going to affect them too much. Chart shows a symmetrical triangle formed in 2014, followed by a breakout. The alternative to chasing this one is maybe to Buy an ETF that would give you a basket, such as Powershares Aerospace & Defence Portfolio (PPA-N).


Price: $158.310
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 COMMENT Badger Daylighting
BAD-T
Bill Carrigan

There is probably not a moat around this business, so there would be opportunity for competition. Technically, the chart shows a long advance running from early 2013, to a top in 2014. There has been a complicated ABC formation, and he thinks the correction has been completed. What you want to look for when this rallies is for it to clear the pivot point of around $33. If it can’t, he would be a Seller, but if it clears it, then you are safe at least until the old high of the low $40s.


Price: $25.600
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 BUY Creditcorp Ltd
BAP-N
Charles Lannon

Your choice of a Top Pick in South America, particularly in Brazil. Brazil is an economy that after having a great decade is really going to struggle for growth this decade. It is going to struggle with inflation because there is not enough flexibility in the economy. Its key export products are iron ore and oil. Countries he is most interested are in Latin America and would include Chile, Peru and Mexico. One stock he has been buying recently is this Peruvian bank. Peru’s growth has slowed a little last year, but this is a pretty diversified country, compared to Brazil.


Price: $149.310
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 PAST TOP PICK CAE Inc
CAE-T
Bill Carrigan

(A Top Pick Jan 6/15. Up 2.85%.) Any respectable company involved with aerospace has been working higher over the past several years. This includes defence contractors. He would stick with this is he thinks it is going to go higher.


Price: $15.500
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2015-02-20 DON'T BUY Cameco Corporation
CCO-T
Bill Carrigan

We have to get uranium above $40 US to get uranium going. As a bellwether, this company will probably lead the price of uranium, so if it breaks out, he would expect something is going on with uranium. He would like to see this company break above $22 with some volume, otherwise we are too early.


Price: $19.680
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 TOP PICK iShares Japan C$ Hedge ETF
CJP-T
Bill Carrigan

Japan peaked out a long time ago. He thinks it is not going to break out and go back to the old top and go above that. They have had the advantage of reengineering their currency downwards, which has been a great benefit to their exporters. He is attracted to countries that can move their currencies, such as the UK, Canada and Japan.


Price: $14.050
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2015-02-20 COMMENT FedEx
FDX-N
Charles Lannon

FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically this one has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.


Price: $178.500
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 COMMENT Google
GOOGL-Q
Bill Carrigan

This looks fine. Chart shows a long uptrend from 2012, followed by a correction in 2014. This formed an ABC formation. What is bullish is that the corrected period didn’t make a new low. He thinks this works higher and takes out the old highs.


Price: $541.800
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 TOP PICK Knight Therapeutics
GUD-T
Bill Carrigan

(A Top Pick Jan 6/15. Up 24.65%.) Healthcare is a dominant theme that investors want to be in. This is a pharmaceutical that is fairly liquid, trading at 100,000 a day, or maybe more. Has broken through new highs in the last couple of days and he thinks it works higher.


Price: $8.950
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2015-02-20 WATCH Hudbay Minerals Inc.
HBM-T
Bill Carrigan

This is being overlooked. It gets no respect and nobody cares. There are 55 components to the TSX Energy Index but in the TSX Metals & Mining, there are only 9. In another year or 2, a couple of those are going to disappear. These stocks are trading like nobody is ever going to want copper or zinc ever again. When investors have got that attitude, they are going to be wrong, and when this breaks out it is going to be chased. He would want this to break above $11.50.


Price: $10.430
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 PAST TOP PICK Intact Financial
IFC-T
Charles Lannon

(A Top Pick Jan 28/14. Up 36.04%.) 2013 profitability really took a hit, but rebounded a little in 2014 as he had suggested. He continues to like it.


Price: $90.000
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 PAST TOP PICK Invesco Ltd.
IVZ-N
Charles Lannon

(A Top Pick Jan 28/14. Up 22.7%.) Has a very big active management and real estate business in the US and Europe. A nice platform, because they don’t have too much fixed income. Pretty much a leveraged play on the global market overall.


Price: $40.030
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 COMMENT Keyera Corp
KEY-T
Bill Carrigan

One of the stronger in the energy group. He expects the group to build a symmetrical triangle, which could possibly go all through the summer. If you own, you could consider taking another position in another month or 2 as the triangle builds.


Price: $80.700
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 COMMENT LVMH Moet Hennessy Louis Vuitton SA
LVMUY-(OTC)
Charles Lannon

Besides handbags, this also has a co-ownership in champagne and a watch subsidiary. Luxury stocks have struggled over the last 13 months, because historically they are one of the more straightforward ways to participate in Chinese growth. If you are thinking about stocks that would benefit from a lower euro, this would be at the top of the list. There are more direct ways if you want to play in the Chinese consumer story.


Price: $0.000
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 COMMENT Magna Int'l. (A)
MG-T
Bill Carrigan

The trend on this is upwards. It is going to go higher. On this one, he would key up bellwethers in the US, such as Autonation (AN-N). Using the price channel that this formed, as long as it is not violated, you are probably okay with the rest of the group. The sector is trying to go higher.


Price: $130.420
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 COMMENT Martinrea
MRE-T
Bill Carrigan

Has not been a fan of the auto sector lately. The sector is rallying, but this might be the end of the series. Chart shows a price channel with a series of higher lows and higher highs running from 2013 on, so the stock is turning higher. When you have a price channel, you acquire at the lower part of the channel and give up some at the upper part of the channel. If you are a long term investor, you just stay put.


Price: $11.670
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 DON'T BUY National Bank of Greece SA
NBG-N
Charles Lannon

He would encourage people to really think about what kind of stocks they want to invest in. He always very deliberately look for lower volatility type of stocks, and ones that can still demonstrate growth in earnings and in dividends. This bank is almost the opposite of that. Its major business right now is keeping hold of its deposit base. If it doesn’t do that, there is no business. You are going to have very little growth and a tremendous amount of volatility, the worst of both worlds.


Price: $1.960
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 COMMENT Neulion
NLN-T
Bill Carrigan

He is a little shy of penny stocks because they don’t chart as well. However, this one does show an uptrend. If it makes new highs, make sure the volume increases. What you don’t want is a breakout with new highs on low volume. Also, watch the old highs and watch for selling at that point.


Price: $1.230
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 COMMENT Nestles
NSRGY-OTC
Charles Lannon

A solid company with about $250 US billion in market cap. A very, very difficult business to grow when you are this size. Dividend yield is still pretty attractive at about 3%, but trading at about 20X forward earnings. This space generally is overvalued. The sort of stock where you can sleep well at night if you own it, but to Buy it you would have to be prepared for 1-3 years where returns could be below the market overall. However, volatility is quite modest.


Price: $0.001
Subject: GLOBAL
Bias: BULLISH
Owned: Unknown
2015-02-20 PARTIAL BUY Novo-Nordisk
NVO-N
Charles Lannon

A Danish stock. Largest manufacturer of insulin globally. Modern insulin, being a biologic drug as opposed to chemical drugs, are very, very difficult to duplicate, so there is not really a patent expiry cliff. There is tremendous visibility on the growth of this stock, at 8%-10% this year and similarly in the coming years. Was up today on an announcement of ethnicity on one of their key drugs that was in trial. Dollar cost averaging into this one night be something you want to think about.


Price: $47.550
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 COMMENT Orange SA
ORAN-N
Charles Lannon

A French headquartered telco that also has significant operations elsewhere in Europe, the UK being a key secondary market. European telcos have been one of the best performing sectors year-to-date, because that is a business where the regulatory regime had been quite averse in terms of really cracking down on things like roaming charges, etc. This really, really depressed things like return on capital, probably below costs of capital. Despite really attractive dividends, European telcos have been poor performing stocks until about the last 6 months, where regulatory winds seem to be changing in Europe. He can see how shares could continue to perform well. (See Top Picks.)


Price: $17.890
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 COMMENT Power Share QQQQ ETF
QQQ-Q
Bill Carrigan

The beginning of the NASDAQ run up began in the late 70s when we had the birth of the new economy, up to 2000. The NASDAQ came down and bottomed in 2002. There was then a commodity boom, but then the NASDAQ kind of fiddled diddled until we had our financial crisis in 2007. NASDAQ is now marching back to close to its all-time high. The big run up from 2009 is classified as the Echo Technology Boom. He expects the NASDAQ to take out the old top and go beyond that. This may be the last in the series, but it is going to go on yet.


Price: $108.410
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 DON'T BUY Royal Dutch Shell PLC (A)
RDS.A-N
Charles Lannon

Sold his position about 18 months ago. On a relative basis, this company did fantastically well, compared to some of the higher growth names. It is very much a defensive stock. Dividend of about 5.8% is safe. Doesn’t expect there will be a sharp rebound in oil prices, so he would prefer being elsewhere. Prefers this over BP (BP-N).


Price: $65.800
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 COMMENT Royal Bank
RY-T
Bill Carrigan

They issue common shares, preferred shares and corporate bonds. Does technical analysis apply equally to all 3 types, and do you use different technical indicators? It is hard to get data on bonds, so basically you just look at the rates. Banks have had an A, B, C correction, so they should rally, at least back to the old highs, because no Bull market exists without the leadership for the participation of the financials.


Price: $76.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2015-02-20 TOP PICK Svenska Cellulosa AB
SCAB-SS
Charles Lannon

Largest private-sector owner of forestry in Western Europe, but also has a strong tissue business and a very strong personal care product business. Doesn’t think they will ever get to the point of Kimberly Brand (KMB-N) strength, but he expects the difference between these 2 will continue to narrow.


Price: $0.000
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 COMMENT Siemens AG
SIEGY-OTC
Charles Lannon

One of the largest European industrial stocks. This hasn’t done much for several years. Revenue has been kind of flat at about €75 billion for several years. Earnings have kind of bounced around between €5 and €6 for several years. Similar to General Electric (GE-N), an exercise in portfolio pruning and management. Valuation is not bad at about 16.5X PE with a nice dividend at about 3.5%, but can’t see how it could outperform the market.


Price: $0.000
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 PAST TOP PICK Telenor
TEL- OSLO
Charles Lannon

(A Top Pick Jan 28/14. Up 20.86%.) The only European telco that he owns. Pre the oil price crash, Norway was the best performing economy in Europe. Also, half of its business is in faster growing areas such as India. Nice yield of about 7.5% in kroners.


Price: $0.010
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 COMMENT United Parcel Services
UPS-N
Charles Lannon

FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically FedEx has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.


Price: $101.960
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 COMMENT Vodafone Group PLC
VOD-Q
Charles Lannon

Once you get outside of a key market such as Germany, this company is often the #3 or #4 player, which can be a very, very tough spot for a telco. Also, he is looking for quality in the network, and this company is really weak in that department. Their ability to handle a ramp in data demand, both in mobile and at home, is weak. (See Top Picks.)


Price: $35.910
Subject: GLOBAL
Bias: BULLISH
Owned: No
2015-02-20 TOP PICK Whistler Blackcomb Holdings
WB-T
Charles Lannon

Chose this as a good dividend name and thinks the dividend yield of about 5% is sustainable. There is not a lot of supplies coming on in terms of new ski mountains. They are in the process of putting through an application to extend their concession, which would really ramp up summer traffic.


Price: $19.400
Subject: GLOBAL
Bias: BULLISH
Owned: Yes
2015-02-20 PAST TOP PICK Western Forest Products Inc.
WEF-T
Bill Carrigan

(A Top Pick Jan 6/15. Down 10.57%.) Forest companies were really hit hard over the last couple of weeks. Thinks forest stocks are a global thing. Trees are wanted all over the world. This current down is probably a buying opportunity. The trend is still higher, so you want to acquire at these lower prices.


Price: $2.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
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