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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
2014-12-12 COMMENT Algonquin Power & Utilities Corp
AQN-T
Jaime Carrasco

Just added a bit to his portfolios. It is a good story. Yield of about 4%. He likes the utilities. They are being built. These make a lot of sense. His company has a $10.50 target on this a year out.


Price: $9.340
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 TOP PICK Bank of America
BAC-N
Bruce Tatters

One of the banks that came out with that very large deal with the US government, paying off a bunch of the charges against it. Sees any of the banks that cleaned out their lawsuits with the US government as generating capital, getting back to more normalized dividend levels with an opportunity to buy back their shares. If housing really starts to recover in the US and the mortgage market starts to recover, they might actually start to do some lending. Dividend yield of 1.16%.


Price: $17.130
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 SELL Baytex Energy Corp
BTE-T
Jaime Carrasco

Cut their dividend this week. Sold his holdings last September. If you own, you should consider switching into something else.


Price: $15.530
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: No
2014-12-12 TOP PICK CASH
CASH
Jaime Carrasco

He is setting this aside for new IPO (HHL.UN-T) on an ETF on healthcare. This will contain global companies with about a 7% dividend.


Price: $0.010
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 COMMENT Canadian Natural Rsrcs
CNQ-T
Jaime Carrasco

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? Likes them both, but his preference would be Suncor. Both companies are solid and have low cost of production. A 2.7% dividend yield.


Price: $33.170
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Unknown
2014-12-12 HOLD Crescent Point Energy Corp
CPG-T
Bruce Tatters

Was a market darling for years and years and has been one of the bigger growth names in Canadian shale oil, as opposed to an oil sands company. Terrific track record of growth. Has never been a particularly big fan of it, principally because their growth rate in production has been overshadowed by their growth rate in shares outstanding. In the last couple of years, they have made acquisitions at pretty rich valuations. Has dropped from the $40 range, down to the low $20s. If you own, he wouldn’t Sell. Not as over levered as some other players. Has about 40% of its production hedged in the $90’s.


Price: $21.760
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-12-12 COMMENT Enerplus Corp
ERF-T
Jaime Carrasco

His company has this is a sector perform and a high risk, with an $18 target a year out. Have reduced the rating because of their exposure to the US backing the Marcellus asset. He thinks the big hit is going to be coming on their shale play. Questions the sustainability of the dividend.


Price: $10.790
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: No
2014-12-12 DON'T BUY Freeport McMoran Copper & Gold
FCX-N
Bruce Tatters

Found it very strange when they took the company, primarily a copper/gold producer, and decided to bet on oil which was at $110 a barrel. They levered up the company considerably from a position of no debt. He questions their judgment in the last couple of years. Feels the dividend is at risk and they still have a lot of debt.


Price: $21.780
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2014-12-12 COMMENT Home Capital Group
HCG-T
Bruce Tatters

This is an alternative lender in Canada and one of the premier financial growth stocks. Has grown at an almost 20% clip for the last decade. Grew right through the 2008 crisis. Never had big problems with exposure to bad debts. Sold his holdings because it had had an incredible run from the middle of 2013. Has pulled back to just under 10X earnings and he is keeping an eye on it.


Price: $43.510
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2014-12-12 PAST TOP PICK Hi-Crush Partners LP
HCLP-N
Bruce Tatters

(A Top Pick Oct 14/14. Down 33.93%.) This is frac sand, so has been virtually crushed. Oil was at about $75 at that time and if it had found a bottom in the $70s, drilling activities for this year and next would still be there. Drilling activities are going to be greatly reduced in early 2015. Waiting for the new year to potentially add to his holdings. A very well-run company.


Price: $30.810
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 TOP PICK Home Depot
HD-N
Bruce Tatters

There is beginning to be a real estate recovery in the US. Over the next 3-4 years, there is going to continue to be a recovery in US real estate. In early 2008, many people’s houses went underwater versus their mortgage. One of the 1st things you stop doing when that happens, is renovating your home. When home prices recover and you start getting equity value back into your home, you start renovating again. Free cash flow is about 20%-25% higher than its actual earnings because they are not opening a lot of new stores. Dividend yield of 1.88%.


Price: $99.780
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 PAST TOP PICK HBP US 30 yr Bond Bear+ ETF
HTD-T
Jaime Carrasco

(A Top Pick Dec 20/13. Down 27.56%.) 30-year bond bear. That was a short-term trade and he was out in January.


Price: $5.590
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: No
2014-12-12 COMMENT Imperial Oil
IMO-T
Bruce Tatters

For anyone who has had exposure in the energy space, this has been a great place to be because of the diversification in their business line in refining and downstream. Very under leveraged. Majority of its oil production in Canada is long life, low decline and low required investment assets.


Price: $47.510
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2014-12-12 PAST TOP PICK InvenSense, Inc.
INVN-N
Bruce Tatters

(A Top Pick Oct 14/14. Down 22.3%.) Makes a motion access gyroscope sensing chip. 2 years ago, 90% of all smart phones didn’t have any type of motion sensing chip. Today we have just started to roll out phones that have motion sensors. There is going to be a proliferation of a need for all types of chips. This company is the leader in the space. Still likes it and thinks it is going to have a terrific 2015.


Price: $15.180
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 COMMENT Michael Kors Holdings
KORS-N
Bruce Tatters

The timing as to when this started falling out of bed had nothing to do with oil prices, but was in the early to mid-summer. This was one of those fantastic 5-6 year run stocks. An incredibly high multiple company for many years. However, coming into 2014, the multiple was in the 30s. Now back to an 18 multiple. Same-store sales growth abroad is rapid, so they are growing in Asia and other places at 30%-40%, but on a much smaller base. He just recently bought this. His view is that it is still going to grow at 20%-25% and the valuation is reasonable again.


Price: $76.970
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 COMMENT Lockheed Martin
LMT-N
Bruce Tatters

The US defence industry, for many years leading up to the last 12-15 months, was a very desolate and terrible place to be. First of all because of US government cutbacks. With the beginning of ISIS and the new conflicts starting globally in the last 6 months, the need for defence has really ticked up. This company has a couple of special product lines in fighter jets, which are sort of world standard, so they have a guaranteed growth profile. However, generally speaking defence stocks are not expensive and are either at or below the S&P 500 multiple. This company has some very unique R&D projects going. He likes this at this time.


Price: $185.180
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2014-12-12 COMMENT Precision Drilling
PD-T
Bruce Tatters

A lot of the service related companies were sort of leading the charge downwards. This one has been under a tremendous amount of pressure for quite some time. Thinks that in the early part of 2015, there is going to be a reckoning with some of the over levered players in the upstream space. Service companies are going to have very little activity in the early part of the year. The 2nd half of next year is going to be a lot brighter for some of the service companies.


Price: $6.270
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-12-12 COMMENT Pengrowth Energy
PGF-T
Jaime Carrasco

His company still has this with the $7 target. He would imagine this is because of where their production facilities are. About 60% gas. He would be cautious because the $7 target seems a little bit high.


Price: $3.160
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 TOP PICK Pembina Pipeline Corp
PPL-T
Jaime Carrasco

This is a sector that he has never sold in this decline. It will be a good entry point come January.


Price: $37.140
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 SELL Penn West Petroleum
PWT-T
Jaime Carrasco

His company has downgraded this as there are some concerns going forward. If you own, consider switching into something else. Look for the ones that are going to rebound the fastest. Companies with long-term hedges, low debt and low cost of production.


Price: $2.500
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Unknown
2014-12-12 HOLD Qualcomm
QCOM-Q
Bruce Tatters

A great company and not overly expensive. Moved a lot of his holdings into Apple (AAPL-Q), which he believed was going to take a much greater share in high-end smart phone growth. QUALCOMM puts a wireless chip into the Apple phone and a full processor chip into all the other phones. On top of the China issue on intellectual property rights, he also thought there was going to be an IOS market share shift. (See Top Picks.)


Price: $70.585
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2014-12-12 COMMENT RioCan Real Estate Investment
REI.UN-T
Jaime Carrasco

Thinks that commercial real estate still has a place where people do attend. He doesn’t look at REITs on a mall perspective, but tends to stick more with the more diversified commercial REITs. His company has a $29 target on this and as a medium risk.


Price: $25.840
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: No
2014-12-12 COMMENT Sherritt International Corp.
S-T
Bruce Tatters

Copper’s outlook in the next 6-12 months is a challenge. Zinc and nickel have better looking outlooks. This company is a pure play nickel producer, but they haven’t been a terrific operator. Wouldn’t be his 1st choice.


Price: $2.260
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2014-12-12 COMMENT Surge Energy Inc
SGY-T
Jaime Carrasco

This is one that he has not heard anything negative about. His company has a $6.75 target and is a high risk, which means it will be volatile. Yield of 17.3%, so if they cut this back, people will be moving out of it.


Price: $3.460
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 COMMENT Scorpio Mining Corp.
SPM-T
Jaime Carrasco

It looks like this is going to merge with US Silver & Gold (USA-T), which he thinks is a beautiful thing.


Price: $0.225
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 COMMENT Suncor Energy Inc
SU-T
Bruce Tatters

Energy space has been decimated, but this one has held up much better than some of the smaller and mid-cap energy players. If you feel you have to have some energy exposure, this company’s oil sand production has operating costs in the mid-$30 and does not have to spend capital to keep its current production rates growing. A very exceptionally strong balance sheet. Also, has midstream and downstream businesses.


Price: $32.130
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 COMMENT Suncor Energy Inc
SU-T
Jaime Carrasco

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? He likes both, but his preference would be this one. Both are solid and have low cost of production and will be around. 3.49% dividend yield.


Price: $32.130
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Unknown
2014-12-12 DON'T BUY A T & T US
T-N
Bruce Tatters

This, along with wireless carriers in the US, has been a little weak recently. The concern is the continued heavy subsidization of new handsets. Feels the wireless carrier space is going to remain very competitive. The years of AT&T having exclusivity and getting very large share gains, is sort of behind them. This is fairly valued without a tremendous amount of growth.


Price: $32.160
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-12-12 COMMENT Teck Resources Ltd. (B)
TCK.B-T
Bruce Tatters

Not favourably disposed to this company, principally because of its main output of copper and coking coal. These are both challenged markets for the next 3-6 months. If there was a recovery in metal prices, this is not one of the ones that he would own.


Price: $12.820
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2014-12-12 PAST TOP PICK Trans Canada Corp
TRP-T
Jaime Carrasco

(A Top Pick Dec 20/13. Up 13.14%.) Doesn’t think Keystone matters anymore. If it happens, that will be gravy. What is more important is the pipeline that they finish building between Oklahoma and the Texas coast. Pipelines are a monopoly. No one is building them any more and there are a lot of restrictions.


Price: $52.250
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 COMMENT Whitecap Resources
WCP-T
Bruce Tatters

One of the best mid-cap producers, and he has a very small, modest weighting in this. In the mid-cap arena, this is one of the best names. Has a very strong hedge book. Also, doesn’t have a lot of leverage. A very good operator. When he sees a recovery coming in the energy space, this is going to be one of the names that he buys.


Price: $10.400
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 WAIT Whitecap Resources
WCP-T
Jaime Carrasco

Still has this in the portfolio even though he has reduced it. Thinks they will make it through this very well. Has a $21 target on this. Still a little bit too early to be adding. Wait until the new year.


Price: $10.400
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Yes
2014-12-12 BUY BMO Equal Weight Utilities Index ETF
ZUT-T
Jaime Carrasco

Canadian utility ETF? There are 2 of them. One is the BMO Equal Way Utilities Index CAD (ZUT-T) and the other is with iShares. He prefers this one because they are writing covered calls and can generate a little bit more income.


Price: $14.680
Subject: RESOURCE, UTILITY & REITs
Bias: OPTIMISTIC
Owned: Unknown
2014-12-11 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Teal Linde

Be careful about investing in index funds in China.  They have been going down for 4 years.  A lot of the companies are state controlled or owned and their agenda to increase profits is not the same as in North America.  Pick and choose the Chinese companies you own. 


Price: $0.020
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2014-12-11 N/A A Comment -- General Comments From an Expert
A Commentary
Teal Linde

Markets.  There is a lot of discussion and events that have driven the oil price down that are very short term oriented.  Over the last 5 years the consumption has increased and so has the demand.  The middle East increased production, but everyone else consumes it.  OPEC is now maxed out.  North America is the only source of new supply.  Production globally is up 5 million barrels and supply is up 5.5 million.  In the near term there will be a cut back.  Decline rates in the US shale are about 40%. The opportunity is for Natural Gas stocks.  He is looking at growth players amongst oil and gas stocks.  Some stocks are being pummeled unnecessarily.  Diversification is important. 


Price: $0.020
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: _N/A
2014-12-11 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

Energy. We have a correction coming on top of a very long-term metals correction. This has clearly flummoxed people and is possibly going to stay down for some time. The planning seems to be for cutbacks in capital expenditures. It doesn’t really worry him. One of the important things to recognize is that in the natural order of things, it is better to have lower prices along with the rest of the world. The rest of the world does not have the US super dollar or the US economy, and now has a cheaper oil.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2014-12-11 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Smedley

Gold. The real fundamental catalysts for gold would be no supply, poor grade. The shy might come onto it, because they are off oil. Everybody should have some. The time will come, but he doesn’t know when.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2014-12-11 PARTIAL SELL Apple
AAPL-Q
Teal Linde

This is maybe the year that Apple will peak out.  The iPhone is 70% of their profits.  They come out with imperfect products so that people will have a reason to upgrade.  Samsung is always ahead of them.  They held back on the larger screen and finally it came out in the iPhone 6, which will probably be the best selling product ever as it has the largest adoption rate.  The next iPhone sales will not be as great.  You might want to start getting out.


Price: $111.620
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2014-12-11 COMMENT Air Canada (A)
AC.A-T (Not Lis
Teal Linde

This stock actually has upside.  It is probably undervalued about 20%.  They are expanding their capacity about 9%, upgrading some aircraft.  United Airlines trades at 50% of revenues.  Air Canada is at 20%.  If they can pay down their debt then the stock has upside.


Price: $0.000
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
2014-12-11 WATCH AutoCanada Inc.
ACQ-T
Teal Linde

45 dealerships across Canada.  They are the largest publically traded dealership company.  70% of dealers want to be out of the business within 10 years.  They are expanding outside of Alberta.  When they take over, they implement their best practices to increase profits and cash flow.  He has been thinking about buying it.  He is waiting for it to stabilize.


Price: $45.080
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
2014-12-11 COMMENT Ag Growth International Inc
AFN-T
Michael Smedley

This just continues to do very well. Like everything else, if this correction continues, people will start stripping stuff out of it, but only if they’ve got a big loss.


Price: $54.630
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 TOP PICK Air Lease
AL-N
Teal Linde

All the planes before 9/11 were built on $30 oil.  They buy planes and lease them around the world.


Price: $34.700
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-12-11 TOP PICK Arht Media
ART-X
Michael Smedley

(Formerly Vast Exploration.) ARHT means Augmented Reality Holographic Technology platform. The chairman is Paul Anka. This is going to be three-dimensional things.


Price: $0.450
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 HOLD Aurora Spine
ASG-X
Michael Smedley

Have been getting clearance for their spinal devices in the US, England and most recently in Canada. They are in the build process, exhibiting patients, working hard to get into the hospitals, and have launched an additional product. Have about 12 competitors. The stock ran too far, right in the beginning. He will continue to hold.


Price: $1.450
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 DON'T BUY Boeing
BA-N
Teal Linde

7-8 years of backlogs.  They would be doing better if they did not have a defense division.  China is the only country increasing their defense spending. 


Price: $123.370
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2014-12-11 HOLD BlackBerry
BB-T
Michael Smedley

Stock is holding in nicely at around the $11 level. It is clearly business oriented and security oriented. Likes John Chen and thinks he is very impressive. He knows what to do. Handhelds is not a good area, but they are steering towards software.


Price: $11.710
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 PAST TOP PICK BofI Holding
BOFI-Q
Teal Linde

(Top Pick Feb 6/14, Down 0.88%)  He continues to own it and looks forward to what it will do in the next year.


Price: $77.220
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-12-11 COMMENT CCL Industries (B)
CCL.B-T
Michael Smedley

One of those amazing 30 or 40 companies that everybody should hold. He doesn’t know where this one is going, except that it seems to be a non-fail company.


Price: $119.410
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2014-12-11 PAST TOP PICK C-Com Satellite Sys Inc
CMI-X
Michael Smedley

(A Top Pick Oct 31/13. Down 37.39%.) A nice company and he hasn’t totally fathomed why it is found wanting. It has Internet services in a mobile station, in a van, that crosses Australia and you can get satellite communication on the move. Pays a nice dividend.


Price: $1.120
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 DON'T BUY Canadian Oil Sands
COS-T
Teal Linde

They rank as having the most debt.  This is risky.  He prefers strong balance sheet companies that have also been hit hard.


Price: $9.370
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2014-12-11 COMMENT Cipher Pharmeuticals
CPH-T
Michael Smedley

This looks like it could be breaking out. Everything is going well with its products and its relationship with Dr. Reddy’s (RDY-N). Good management.


Price: $16.280
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2014-12-11 PAST TOP PICK Cognizant Technology Solutions Corp.
CTSH-Q
Teal Linde

(Top Pick Feb 6/14, Up 8.83%) IT consulting around the world.  Grew net earnings more than 10% for the last 10 years in a row.  They guided earning down from 14 to 10% and then later they revised earnings projection again upwards.  It’s a keeper.


Price: $51.510
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-12-11 PAST TOP PICK Currency Exchange Intl.
CXI-T
Michael Smedley

(A Top Pick Oct 31/13. Up 87.05%.) Still believes the story and likes all the fundamentals. They are waiting, waiting, waiting to get a bank license. It is unbelievable how great the market in foreign exchange is.


Price: $20.950
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 COMMENT Concordia Healthcare
CXR-T
Michael Smedley

This has done brilliantly. They did some very, very interesting acquisitions. He has taken a bit of profit out of his holdings. His favourite in this sector is Knight Therapeutics (GUD-T).


Price: $43.500
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 BUY Dream Office REIT
D.UN-T
Teal Linde

Has had for 5 years.  TD had it as a top pick.  The dividend is 89-90% and is safe.  They have a long history of sustainability.  REITs have a very resilient track record.  REITs have long term leases with their tenants.  They are at about 95% occupancy.


Price: $24.470
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-12-11 COMMENT Detour Gold
DGC-T
Michael Smedley

The sad thing about the decline in the gold sector is that they eventually get bought out at prices which are amazingly low. They are building for a 400,000-600,000 ounce objective, and he thinks they are reasonably on track. He expects they will be a survivor.


Price: $9.350
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2014-12-11 HOLD DHX Media
DHX.B-T
Michael Smedley

A very important company. Very solid.


Price: $9.660
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 HOLD Denison Mines Corp
DML-T
Michael Smedley

One of a half a dozen names below the level of Cameco (CCO-T) in the Athabascan Basin and does have assets elsewhere. Have some very interesting high grade discoveries. You need uranium to really start working. The Japanese are starting to turn on their plants again.


Price: $1.120
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2014-12-11 PAST TOP PICK Element Financial
EFN-T
Teal Linde

(Top Pick Feb 6/14, Up 6.92%) Never seen demand stronger.  Moving in where GE is pulling out.  Stock has not done better because the leasing sector trade at the low multiple.  We have to rely on the continuing share price increases.


Price: $13.460
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2014-12-11 HOLD Gibson Energy
GEI-T
Michael Smedley

He sees this as a much more substantial, important company and is into all manner of infrastructure services. Probably coming into a very good pricing area. Pays a good dividend.


Price: $24.380
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
Showing 241 to 300 of 135,246 entries