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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-18 DON'T BUY Catamaran Corp
CCT-T
Barry Schwartz

Exchange for buying pharmaceuticals.  There is a lot of risk because the contracts are really short.  There are positives, but the valuation is too high.  Prefers express scripts.


Price: $51.140
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 WEAK BUY Canadian Imperial Bank of Commerce
CM-T
Nick Majendie

It is quite likely to split soon.  Likes it.  It has done very well.  He would not buy it aggressively at these levels today.  He would prefer RY-T and BNS-T in terms of which one would give the best overall return in the next year.


Price: $106.880
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2014-09-18 HOLD Canadian National R.R.
CNR-T
Nick Majendie

CP-T and CNR-T both had huge runs.  Some investors may have got carried away in the short term.  Marginally prefers CP-T over CNR-T, but he would not look for huge gains in the short term.  Thinks this is a stock you can put away and forget about.


Price: $82.010
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 BUY Canadian Oil Sands
COS-T
Nick Majendie

Likes the long term prospects very much.  Their two cap-X projects will stop spending money by the end of this year and there will be lots of extra free cash flow.  It yields fairly nicely so you will get incremental income from it.


Price: $21.500
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 HOLD Cenovus Energy
CVE-T
Barry Schwartz

Oil has come down, but take the exchange rate into account and these guys are going to make money.  Prefers CNQ-T and SU-T however.


Price: $31.790
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 HOLD Dorel Industries
DII.B-T
Barry Schwartz

Their big focus now is on bicycles.  They are making an acquisition in Brazil to even out the seasonality.  He likes it and bought it last year, likes the fundamentals and is willing to wait for it.  3-4% dividend yield.


Price: $34.750
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 BUY on WEAKNESS Encana Corp
ECA-T
Nick Majendie

He is impressed with what the new management has done since they have been in place.  He is surprised they sold the remainder of their prairie royalty.  Thinks they are cashing up ready for an acquisition.  He is looking at adding it on weakness.


Price: $24.410
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: No
2014-09-18 BUY Emera Inc
EMA-T
Nick Majendie

Some utilities have been perceived to not be growing unless they are raising their dividend.  This one is an exception.  They are growing.  They should raise their dividend next year.  It makes sense to add it here. 


Price: $33.920
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2014-09-18 DON'T BUY Enerplus Corp
ERF-T
Nick Majendie

Likes it, but would not add to it at current levels.  Well run and has a good game plan.  BNP-T and BXE-T and COS-T are preferred.


Price: $21.260
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 BUY Ford Motor
F-N
Barry Schwartz

Should have bought over GM-N.  They lowered earnings this year so that is why it has not done well.  But the sun is shining and hay is being made.  There is still more upside for these names.  They rolled out more models this year than ever before so maybe the next two years will be better than ever.


Price: $16.580
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 HOLD Fortis Inc.
FTS-T
Nick Majendie

Don’t sell it at these levels as you will get 10% overall returns including the dividend.


Price: $34.400
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 BUY Goldcorp Inc
G-T
Nick Majendie

Been under pressure as gold has for the last two months.  Not sure how long it will take to run its course.  Interviewed management a few weeks ago and depending on the timing of the various cap-X, they may be in a position to increase the dividend in the first half of next year if gold prices don’t fall further.  It is his top choice in the area, although he is not that eager for this sector.


Price: $26.630
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 PAST TOP PICK General Motors Corporation
GM-N
Barry Schwartz

(Top Pick Oct 09/13, Up 2.33%) Hated hearing about the recalls.  It is a black mark on the company.  Emerging market opportunities are tremendous and he is looking 3-5 years out.  He is positive on this one.  They are generating a log of free cash flow.  Dividend probably won’t go higher next year.  Fat dividend, low valuation.


Price: $34.030
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 WEAK BUY Hudbay Minerals Inc.
HBM-T
Nick Majendie

He is optimistic on the outlook for zinc.  He would prefer to play it through TCK.B-T, but he likes this company very much.  You have to be patient with it.  It is likely to go sideways over the next 6 months.


Price: $10.350
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 DON'T BUY Hi-Crush Partners LP
HCLP-N
Barry Schwartz

Came out of nowhere.  Fracking play.  High quality sand.  The valuation does not make any sense.  This is a thematic, a one trick pony type of company.  It makes him nervous.  Prefers oil and gas producers.


Price: $62.700
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 BUY H&R Real Estate Inv Trust
HR.UN-T
Barry Schwartz

REITs are attractive given that interest rates will not go up any time soon.  These are fairly safe investments.  Likes this one among others.  Sees no issues with owning these companies.  Yield should not go higher, however.  He prefers these to bonds. 


Price: $22.180
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 PAST TOP PICK Hardwoods Distribution
HWD-T
Barry Schwartz

(Top Pick Oct 09/13, Up 31.11%) A big play on the housing market in the US.  They are nowhere near normal levels.  They have great exposure.  Big fat margins and a great play on the US housing market.


Price: $10.930
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 PARTIAL SELL Inter Pipeline
IPL-T
Nick Majendie

He doesn’t see it moving much to the up side in the short term.  Very good long term hold with good growth potential.  He suggested the caller take some partial profits here.


Price: $37.990
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 TOP PICK JP Morgan Chase & Co
JPM-N
Barry Schwartz

US financials are being held back by regulation and low interest rates.  Buying back stock, great balance sheet.  Earnings potential well beyond $6 next year.


Price: $61.320
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 BUY KP Tissue Inc
KPT-T
Barry Schwartz

Ran into higher costs that all hit them at the same time.  Input prices and product prices both rise and fall frequently.  These guys are more worried about the next 5 years.  They have a great relationship with Wal-Mart.  They need to create more supply.  Dividend should go higher next year.  Great dividend.


Price: $16.500
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 BUY Kraft Foods Group
KRFT-Q
Barry Schwartz

Used to own it.  Prefers SAP-T Cheese.  More excess cash flow.  He likes food companies.


Price: $57.440
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-09-18 BUY McDonalds
MCD-N
Barry Schwartz

There is no sense of urgency for the management to right the ship.  The earnings have not gone anywhere in years and are manufactured because of share buybacks.  If an activist came in and cuts costs and did more franchising there could be a material upside, and then they have to work on the menu.


Price: $93.480
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 TOP PICK Magna Int'l. (A)
MG-T
Barry Schwartz

The earnings have doubled or tripled in the last 3 years, so it doesn’t matter that the valuation has done the same.  Generating lots of positive free cash flow.  Opportunities are in emerging markets.  Look at the value, not the price.


Price: $119.040
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 HOLD Magna Int'l. (A)
MG-T
Nick Majendie

Don’t buy more at current levels.  Likes the auto replacement story.  People were deferring auto purchases after the financial crisis.  Likes the balance sheet and they have a pile of cash for potential acquisitions. 


Price: $119.040
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 PAST TOP PICK Oracle
ORCL-N
Barry Schwartz

(Top Pick Oct 09/13, Up 30.49%) They had missed earnings.  A great stock had fallen 10 or 15%.  Earnings out tonight, but he does not care what they are.  They should be buying back stock and raise dividends, but they want to make acquisitions.


Price: $41.550
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 PAST TOP PICK Pembina Pipeline Corp
PPL-T
Nick Majendie

(Top Pick Sep 16/13, Up 69.97%) They have a lot of committed capital in terms of expansion.  It has gone pretty far, pretty fast so don’t put any new money into it.  They will continue to increase the dividend if you hold on to it.


Price: $52.070
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2014-09-18 STRONG BUY Power Financial Corp
PWF-T
Barry Schwartz

None of the insurance companies raised dividends until this year.  This is the opportunity.  Finally we are going to see performance.  He has been buying this hand over fist.  You can own this or POW-T.  See dividend increase next year for both, even this year maybe.


Price: $35.960
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 BUY Royal Bank
RY-T
Nick Majendie

This is the bank with his best 1 and 3 year return targets.  12-13% for this year. 


Price: $83.110
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 PARTIAL SELL Sunlife Financial
SLF-T
Nick Majendie

He sold some recently because he felt it might go sideways over the next while.  Well run company, but thinks there is more upside in the banks right now.  Unlikely to increase the dividend for the next while.


Price: $42.010
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2014-09-18 BUY Telus Corp
T-T
Barry Schwartz

Getting into medical technology software.  He does not know if this will move the needle.  Loves how they tell you what will happen with the dividend.  He is a buyer and bought today for new clients.  Sees dividend going much higher in the future.  Likes the reasonable valuation and certainty of the cash flows going forward.


Price: $39.210
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 TOP PICK Transalta Corp
TA-T
Nick Majendie

Hit lows last week going back to 2000.  They have a new director from ARC Energy.  Having cut the dividend they are executing well in terms of operational efficiency and new projects.  It is selling at the cheapest cash flow multiple in 25 years.


Price: $12.020
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2014-09-18 TOP PICK Teck Resources Ltd. (B)
TCK.B-T
Nick Majendie

Coal has been under pressure lately, but he expects it is bottoming.  Don’t look for anything dramatic for a couple of quarters.  Copper is also bottoming out and zinc looks pretty good.  When Fort Hills comes on line you will see an increase in value.


Price: $23.290
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2014-09-18 BUY Trinidad Drilling Ltd
TDG-T
Nick Majendie

A good time to get in.  There was a disappointment on the most recent earnings.  September is a good time to get in at the beginning of the drilling season.


Price: $8.650
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Unknown
2014-09-18 BUY TransForce Inc.
TFI-T
Barry Schwartz

Trucking, but diversified into shipping, packaging, waste hauling and waste management.  Just made an acquisition.  Chart goes straight up.  Lovely numbers from FedEx the other day and no reason this one should not follow suit.  There is a bit of a trading opportunity right here.


Price: $27.290
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 SELL Tim Hortons
THI-T
Barry Schwartz

He is so upset that they are getting taken over.  He sold out a few weeks ago.  Does not want to hold it in a leveraged buyout.  He signed up to buy Tim Horton’s, not Burger King.  Think carefully before you decide what to do.  There are much more risks in this story than there were.


Price: $88.280
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2014-09-18 HOLD Trans Canada Corp
TRP-T
Barry Schwartz

Doesn’t think they have any publicly traded subsidiaries.  The stock has had a beautiful run.  Keystone? – who cares.  People are paying for certainty of cash flows.  Have great assets.  Would not buy at this level, but he holds it.  He has to provide income for his clients and does not want to own bonds so he has these.


Price: $60.810
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-09-18 BUY Vermilion Energy Inc
VET-T
Nick Majendie

He sold some higher up.  Likes the management.  It is very well run.  The decline is due to the price of Brent.  Gas prices in Europe have been declining somewhat.  He would consider adding to it at these levels and he is looking at doing that himself.


Price: $66.780
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: Yes
2014-09-17 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Acker, CA

Markets. This may be the 2nd inning of a huge secular bull market in the US$. The performance of the US$ relative to the $index is the best it has been in 17 years. Today it made an eight-year high against the Japanese yen. He loves long-term secular trends. He showed a chart going back to 1997, which shows a long-term bull bottom forming on the US$. Once it passes new highs, the world will wake up and portfolio managers globally will be allocating assets back to the US. There is a lot of good, long-term news coming in that is beneficial to the US$. Europe is certainly a basket case economically, and will be for quite some time. The Japanese certainly want to engineer the yen lower. His client holdings is up to about 45% in US$ equities, this was actually zero 2 years ago.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: _N/A
2014-09-17 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Acker, CA

Alibaba IPO. Rumour is that this will open in the $60-$70 range. He tried, but couldn’t figure out the fundamental value of this. He has it coming with a valuation of EBV+7, which is very, very expensive. Until he gets a final balance sheet, and one or two quarters down the road, he is taking a wide step away from this. He has been playing this through Yahoo (YH00-Q). He would buy Yahoo instead.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: _N/A
2014-09-17 N/A A Comment -- General Comments From an Expert
A Commentary
Christine Hughes

Economy. Federal reserve is unwinding its money printing, Europe is accelerating it and Japan is doing the same thing. There is a ton of new money being created in the system. As we saw with QE 1, QE 2 and QE 3, it is impossible to tell in advance exactly where that money is going to be channelled. It doesn’t stick. There are no capital controls. Liquidity is going to continue to be tremendous. She continues to be bullish on equities, more so than on bonds and more so on North American equities.


Price: $0.020
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: _N/A
2014-09-17 HOLD Apple
AAPL-Q
Christine Hughes

In terms of the area of the market that this is in, NASDAQ has proven itself over the last several months to continue to be the leader through this mid-cycle turn. The sector has a lot of things going for it. The refresh for Apple is going extremely well. If you own, she would continue to ride it.


Price: $101.580
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2014-09-17 TOP PICK Abbott Labs
ABT-N
Brian Acker, CA

His model price is $48.91, a 14% upside. Saw that they are going to spin off another company, the gift that keeps on giving. He loves large-cap drug companies. Yield of 2.02%.


Price: $43.380
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Yes
2014-09-17 HOLD Air Canada (B)
AC.B-T
Christine Hughes

This is only part way through its turnaround story. Cheap relative to the history of airline stocks and current peer valuations in the US. Lots of good things are happening and she would be patient with this.


Price: $8.620
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-09-17 COMMENT Agnico-Eagle Mines
AEM-T
Brian Acker, CA

Gold has been in a bear market. If his scenario is right in terms of the US$, gold bullion will struggle here and certainly will not move higher because it trades opposite to the US$. A lot of these companies have to get their costs back into line. He would love to see this one come back more.


Price: $37.270
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Unknown
2014-09-17 BUY Bank of America
BAC-N
Brian Acker, CA

This one just came out of the blue (his strategy) last week. His model price is $19.17, a 15% upside. The market is saying that they finally believe in its balance sheet. They have $2 trillion in assets, so it is very important that the market gives it’s A-OK.


Price: $16.770
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Yes
2014-09-17 COMMENT BlackBerry
BB-T
Brian Acker, CA

Loves this company. Bought this when it came down to the $7 range. Doesn’t have a model price. They will be launching a new phone this fall and he thinks security will be one of the main issues going forward.


Price: $12.100
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Yes
2014-09-17 COMMENT BCE Inc.
BCE-T
Brian Acker, CA

This is an interest sensitive stock. Has a yield of over 5%. His model price is $36.97, a negative 23% above what he considers Fair Value.


Price: $47.930
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: No
2014-09-17 PAST TOP PICK Boyd Group Income Fund
BYD.UN-T
Christine Hughes

(A Top Pick Dec 10/13. Up 46.86%.) They have continued with rolling up collision repair shops, so each acquisition that they make, they bring it under the fold and immediately the insurance companies start sending business to the new shops. Because of this, same-store sales go up immediately. Also, the freezing cold winter created a lot of collisions.


Price: $42.300
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-09-17 HOLD Chemtrade Logisitics Inc.
CHE.UN-T
Christine Hughes

This is a great company to be holding. Its main business lines are very, very stable. A very GDP type of growth, so it is not volatile. Because of this, the dividend is very secure. Made a sizable in-market acquisition last year and those synergies have yet to come through. You are earning 5% just waiting for the synergies to kick in.


Price: $20.950
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-09-17 COMMENT Crescent Point Energy Corp
CPG-T
Brian Acker, CA

The issue here is that it is now an $18 billion company, but the stock price hasn’t moved. They issue capital basically to keep the dividend out. They do acquisitions. Now in the US because they have probably dried up all the capital in Canada for a company of this size. His model price is $38.33, a 10% discount. If you are looking for appreciation, you are not going to get it here.


Price: $42.100
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Unknown
2014-09-17 TOP PICK Cisco
CSCO-Q
Brian Acker, CA

His model price is $37.35, a 40% upside. It is right at the bottom of one of EBV +3 one of his levels. Great support. Yield of 3.01%.


Price: $25.205
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Yes
2014-09-17 BUY Chartwell Seniors Housing
CSH.UN-T
Christine Hughes

In a rate rising scenario, you are locked in to your contracts. These are longer-term in nature. She feels this one can manage through a higher rate environment. These are retirement residences and because of deaths their portfolio is culled continuously and they can adjust to a higher rate environment. This has 90% occupancy.


Price: $11.000
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-09-17 TOP PICK Covanta Holding Corp.
CVA-N
Christine Hughes

A very stable business. A large part of its business is waste energy. They use industrial, commercial and municipal waste and burn it and turn it into energy. It had been hit because of power prices coming down in the US, but those prices are bottoming and are starting to come up. Yield of 4.68%.


Price: $21.360
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-09-17 PAST TOP PICK Chevron Texaco
CVX-N
Brian Acker, CA

(A Top Pick Oct 15/13. Up 9.49%.) Loves the value in this. His model price is $168.90, a 35% upside. To him this has potential to break up. There is a lot of implied value here. Nice dividend of 3.4%.


Price: $124.720
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Yes
2014-09-17 BUY DH Corporation
DH-T
Christine Hughes

Has a really boring stable business of cheque writing, which is shrinking. A recent software acquisition has facilitated bank loans, which has been a big win for them. As they continue to integrate and develop, it will continue to create synergies.


Price: $33.140
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
2014-09-17 BUY Danaher Corp.
DHR-N
Brian Acker, CA

Over a long period of time, this has a nice growth in assets and a very consistent model price. His model price is $85.55, a 10% upside.


Price: $78.730
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Unknown
2014-09-17 PAST TOP PICK DHX Media
DHX-T
Christine Hughes

(A Top Pick Dec 10/13. Up 73.91%.) Still a Buy on pullbacks. It’s the US investors that are taking it up now. It’s content and the value of content has increased away from the distribution channels such as TV, Internet, etc. They can take all of their content and create new episodes.


Price: $8.170
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-09-17 COMMENT Facebook
FB-Q
Brian Acker, CA

His model price is $41, a 46% downside. His issue with this company is that they bought WhatsUp for $19 billion. That will double the assets of the company, which will probably have a big impact on his model price calculation. He is waiting for the completion of this.


Price: $76.430
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Unknown
2014-09-17 WAIT Canyon Services Group
FRC-T
Brian Acker, CA

His model price is $25.86. This is a small cap energy services company and creates a huge valuation in his calculations. Doesn’t think this is sustainable. Feels that all of these companies are coming back to a reasonable value.


Price: $14.690
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Unknown
2014-09-17 COMMENT General Electric
GE-N
Christine Hughes

She likes this and likes industrials in general a lot, because we are in the midst of a business cycle maturing. In terms of the midterm of the business cycle, industrials do well. That is because business spending picks up.


Price: $26.270
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
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