stockchase picture

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

Recent Opinions

Print
Date Signal Company Expert Opinion Price
2015-03-24 DON'T BUY Maple Leaf Foods
MFI-T
David Baskin

A big buy back yesterday.  It is better than it has been.  Meat packing has been a very low margin business.  He is not enthusiastic about the company.


Price: $23.600
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2015-03-24 BUY Magna Int'l. (A)
MG-T
David Baskin

There is still value here.  Because they are big in the Euro zone you get the advantage of the low Euro which their costs are in.  Historically stocks bought before a split get a momentary boost, but it is not durable.  It you are long term it has little effect. 


Price: $134.310
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2015-03-24 TOP PICK Noront Resources Ltd.
NOT-X
Michael Smedley

He has been in it for a long time.  It is the only minable deposit of chromite in North America.


Price: $0.485
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Yes
2015-03-24 PARTIAL SELL Patient Home Monitoring
PHM-X
David Baskin

A lot of people have liked it and it took off like a rocket.  He is cautious about these because they come down as fast as they go up.  The business does not have scale and it is difficult to see if it is will have an impact over time.  Be cautious.  Take some money off the table.


Price: $1.420
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2015-03-24 BUY Patient Home Monitoring
PHM-X
Michael Smedley

It has very accretive revenues.  The hospital system in the US is trying to push people out into the homes to get treatment.  PHM-X is very good at consolidating.  It is possible that it can go on and on.  He is not sure there are any risks unless the US adopts Canada’s health care system.  The same management team runs CXV-X.


Price: $1.420
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Yes
2015-03-24 PAST TOP PICK Pembina Pipeline Corp
PPL-T
David Baskin

(Top Pick Mar 10/14, Up 7.72% total return) Not a lot of commodity risk.  They are a toll road.  It is an income pick.  The price of the stock will not move radically up or down.  They are trading off yield.


Price: $41.050
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2015-03-24 BUY Restaurent Brands International
QSR-T
Michael Smedley

Wendy’s is not involved.  They are doing great things in Poland, for example.  Tim Hortons now has a chance to be Global.


Price: $49.310
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Unknown
2015-03-24 BUY BioSyent Inc
RX-X
Michael Smedley

Very steady, careful accumulator of products to market in Canada in the medical field. 


Price: $9.660
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Unknown
2015-03-24 BUY The Score Inc.
SCR-X
Michael Smedley

He likes it.  They are very dominant in any sports related activities.  They have to keep acquiring bits of software and maybe somebody someday buys them out.


Price: $0.630
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Yes
2015-03-24 HOLD Surge Energy Inc
SGY-T
Michael Smedley

It was hit hard but if you get an overall recovery you will have a winner here as long as they don’t get into trouble with over indebtedness.  Almost a 10% yield.


Price: $3.030
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Yes
2015-03-24 SELL Suncor Energy Inc
SU-T
David Baskin

He sold the stock.  He does not really think they are making money at this price.  But it was the last one he sold.  It has vertical integration.  They are a refiner and a retailer.  If you own one, this would be it, but he doesn’t own any.


Price: $35.970
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2015-03-24 HOLD Suncor Energy Inc
SU-T
Michael Smedley

The mess should continue.  SU-T should be a core holding.  It is fairly valued here.


Price: $35.970
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Yes
2015-03-24 BUY Telus Corp
T-T
David Baskin

The government does want to encourage competition.  But new entrants are up against 5 very well entrenched companies.  It is especially hard when everything is bundled into one package.  He likes BCE-T for income and T-T for growth.  You should own both.


Price: $42.470
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2015-03-24 COMMENT Teck Resources Ltd. (B)
TCK.B-T
Michael Smedley

They are capable of buying something but he had not heard speculation of taking out HBM-T. It would mean it was going to step up in base metals.  One of the most covered Canadian stocks throughout the world.


Price: $19.340
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Unknown
2015-03-24 BUY Trans Canada Corp
TRP-T
David Baskin

It is difficult to build a new pipeline now, even though they are demonstrably safer than rail for moving commodities.  It is nuts to move oil by rail and eventually people should come to their senses.  If you have a pipeline you have something worth protecting.  TRP-T has a good record of raising their dividend year after year and there are great barriers to competitors.


Price: $55.840
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2015-03-24 BUY Western Forest Products Inc.
WEF-T
David Baskin

Will probably live and die with the US housing cycle.  Housing starts for January were re-stated higher.  Housing starts are at pretty good levels.  Their costs are in Canadian dollars and they sell the product in US dollars.  It is not a bad idea to go back into this sector. 


Price: $2.060
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2015-03-24 HOLD Western Forest Products Inc.
WEF-T
Michael Smedley

It is very much China / Far East oriented.  It ought to be better.  Lumber prices are quite low right now.


Price: $2.060
Subject: CANADIAN
Bias: BULLISH on HEALTH CARE
Owned: Yes
2015-03-24 DON'T BUY Canadian Satellite Radio
XSR-T
David Baskin

It tends to trade on weird stuff.  The ideas was that they would be installed in all cars and everyone would renew their contract for satellite radio forever.  However the retention rate has not been what they anticipated.  The Internet becomes more pervasive and it makes many radio stations free.


Price: $5.550
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  If you go back over the last year it is about the worst in 30 years for Canada for jobs.  It is because of the oil sector.  Canada has said they will not cut rates again but if jobs keep getting cut maybe there will be another one later this year.  The Saudis are saying they will ride out the low oil prices.  It is mostly the low production rigs that are getting cut in North America.  It could be that oil stays weak longer than most people think.  The debt levels in Greece are unsustainable so they have to leave at some point, but their pride might sustain this thing for several years.  If Greece leaves the EU in a bad way it could wreak havoc.  But if they do it in a sensible way it will be okay.  It will just be a negative for financial markets.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Diversification.  VXC-T is an ETF where you get the entire world in one ETF, without Canada.  There are diversified companies but you still get company-specific risk.  Vanguard Total world (VT-N) is a great one to diversify throughout the world.  ETFs make asset allocation so eloquent.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Hedging against the Euro.  You want exposure to the Euro.  Use the unhedged ones when we are below parity sometime next year when QE ends.  XIN-T is Canadian dollar hedged.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Fixed Income.  It is going to be hard to generate a real return (after inflation) in this market.  Laddered bond portfolios in the corporate bonds have credit risk.  He likes target date ETFs.  There is not a lot of interest rate risk.  BMO has a couple and Royal has a couple.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
John Stephenson

Markets.  Europe offers some opportunities, but it is only about 4.5% return when you translate back into US$.  The US market usually trades at a premium to the world.  Europe should be part of your portfolio.  It is a multiyear bull run for the US market and dollar.   Current weakness in the US$ is temporary but it lit a fire under stocks.  Energy:  Too early to nibble on it.  We are still producing a lot.  All the energy producers want to grow and hope someone else limits it.  Wait until July or August and then it might time to nibble.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Qualitative and Quantitative assessment of current markets.  Since 2012 we have had higher highs and higher lows.  In October of last year we had the first lower low but then followed by a higher high.  Will we see a higher high this time around?  We can look at advance decline lines.  Since 2012 the NASDAQ didn’t go lower than the NYSE until last fall.  The NASDAQ is dropping and the NYSE is leveling.  Small caps are now leading the rally and that is a good sign.  They are not as dollar sensitive in earnings reports.  Seasonals:  It is year 3 of the presidential cycle, which is the most powerful.  From March to June is the most powerful seasonal time for this year of the cycle.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
John Stephenson

Copper High-grade. Once the demand signal is there, you want to put a shut down mine into production, but it takes a lot of time to bring a shut down mine back into production.  It is going to be a challenged market.  He does not see a spike in prices even in 2016.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Markets.  There are a lack of catalysts when it comes to earnings.   Earnings aren’t expected to be strong in the first quarter.  We will muddle around in this range for a while.  Negative surprises are outweighing the positives 5.4:1.  It has mainly to do with the strength of the US dollar.  April is typically one of the stronger months of the year.  It is usually not a volatile month, be he doesn’t see huge returns.  There may be volatility again in the summer time. 


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2015-03-23 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Which one technical indicator to use as a buy or sell signal.  You should never just use one indicator.  Look for divergences and support, etc.  If you stick to one, you will run into trouble.  If you could only use one, then look at the advance/decline line as a market indicator.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2015-03-23 WATCH Alimentation Couche-Tard (B)
ATD.B-T
Brooke Thackray

It has done extremely well.  They are a serial acquirer.  It will do some plateauing before the next acquisition.  He would wait for it to move either up or down.


Price: $49.310
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 PARTIAL SELL Anglogold Ashanti Ltd.
AU-N
John Stephenson

It is pricy so take half your position and sell it.  The big theme is wearables.  There is a core of individuals who would want the information their products could deliver.  It is pricey in terms of valuation.  He would be interested if he saw a significant dip.


Price: $9.990
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 PAST TOP PICK Bank of America
BAC-N
John Stephenson

(Top Pick Mar 3/14, Down 2.27%) The catalyst is the overhang over banks including nay-saying, litigation and so on.  This is the cheapest group on the market.  Warren Buffet sees this as a long term opportunity.  The overhang is in the rear view mirror.


Price: $15.720
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Yes
2015-03-23 PAST TOP PICK Best Buy Company Inc
BBY-N
John Stephenson

(Top Pick Mar 3/14, Up 64.50%) It is a turnaround story.  They are comparable with any on-line retailer.  This is a well run store and they match any price you might have on a comparable item.


Price: $40.860
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Yes
2015-03-23 PAST TOP PICK B/E Aerospace
BEAV-Q
John Stephenson

(Top Pick Mar 3/14, Up 3.53%) It has not done that well.  For all the transatlantic flights they tend to be wider body so this is the sweet spot for the company.  This should tick up with the aerospace industry.


Price: $62.640
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Yes
2015-03-23 BUY Progressive Waste Solutions Inc
BIN-T
Brooke Thackray

It does quite well this time of year.  We are in a positive uptrend and they have stable earnings. 


Price: $37.840
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 BUY Bank of Nova Scotia
BNS-T
Brooke Thackray

Canadian banks tend to do well this time of the year until mid-April.  He sees some upside for the Canadian banks right now. 


Price: $63.750
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 HOLD CAE Inc
CAE-T
John Stephenson

Aerospace sector looks attractive.  It has room to grow.  The driver is Asian airlines.  He lightened up on it because it seems to be in a flattish portion of its growth curve.  It is attractive overall but it is just a hold right now.


Price: $15.100
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 DON'T BUY Canadian National R.R.
CNR-T
Brooke Thackray

Usually rails to well this time of year into mid-April but we saw weakness in rails recently, probably due to Crude by Rail.  He is not sure he would step in this late into the transportation trade.


Price: $84.160
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 WAIT Crescent Point Energy Corp
CPG-T
John Stephenson

This is a name people love to hate.  They are in the right part of the energy chain.  The commodity is under pressure so wait until September or late August to get in.


Price: $29.110
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 DON'T BUY Crescent Point Energy Corp
CPG-T
Brooke Thackray

Stock vs. Stock.  CVE-T vs. CPG-T. He can’t call the bottom.  CPG-T has hedged a lot of its production for this year.  The pattern in the end is the same for both but if he had to choose one it would be CPG-T.


Price: $29.110
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2015-03-23 TOP PICK SalesForce.com Inc.
CRM-N
John Stephenson

This is one of the best cyclical technology stocks.  They are rolling out `wave` and growing quickly in the 25-30% range for cash flow.  It still has upside to come.  This is early stage to a growth roll out.


Price: $67.660
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Yes
2015-03-23 HOLD iShares S&P Global Water E.T.F.
CWW-T
Brooke Thackray

From October until now it has been increasing and has not had the same volatility.  It broke above its high of 2014.  This is a pretty good chart.  It is a good hold, although there could be weakness ahead.


Price: $27.370
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 PAST TOP PICK Walt Disney
DIS-N
Brooke Thackray

(Top Pick Dec 23/14, Up 14.29%)  It did reasonably well once again.  It is continuing to do well even past its period of seasonal strength.


Price: $108.220
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 BUY on WEAKNESS Dollarama Inc.
DOL-T
John Stephenson

It is a great company and if you can buy it on a dip you will be well served.  It is defensive and the business cycle is turning up.  Things are looking better states side.  You will be fine if you get it on a dip.  Dollar Tree might want to buy them to get a large Canadian footprint but he does not buy things because he thinks their MAY be an acquisition.  Prefers cyclical names.


Price: $65.190
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 BUY DIRTT Environmental Solutions
DRT-T
Brooke Thackray

When a stock is parabolic like this it is difficult to say ‘get out’ so just peel off a bit every time it goes up.  20% or a third each time.  If it breaks down then get out.


Price: $6.340
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 HOLD Eldorado Gold
ELD-T
John Stephenson

Gold does well when the US dollar is weak.  We have a multi-year rally in the US$ and we having a resurgence in the US economy.


Price: $6.330
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 BUY Facebook
FB-Q
Brooke Thackray

A nice breakout.  From a seasonable standpoint it is not something he would be interested in but from a technical point of view it looks strong.  If it breaks below $83 it would be time to step out.


Price: $84.430
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 HOLD Hudbay Minerals Inc.
HBM-T
John Stephenson

He is very negative.  He is struggling to see a catalyst.  Also there is labour unrest.  This is a hold.


Price: $10.480
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 BUY Hudbay Minerals Inc.
HBM-T
Brooke Thackray

The metals had a big day today.  We are just below the recent high of last fall.  Metals can do well into April and this one could start turning up here.  There has been talk that TCK.B-T would do well to take a look at this one.


Price: $10.480
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 WATCH HBP NYMEX Nat'l Gas Bull+
HNU-T
Brooke Thackray

Double leveraged fund.  You only use it for short term holds.  The seasonal period starts right now until the end of June, getting a return of 12% typically.  We are starting to see some flatness in the chart now.  HUN-T is not leveraged.  There is less volatility.


Price: $4.060
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 HOLD H&R Real Estate Inv Trust
HR.UN-T
John Stephenson

He may short REITs in the future.  They are interest rate sensitive.  Once you see interest rates go up you will see these drop significantly.  You will see a 10-15% downside in REITs in response to a 1% increase in interest rates.


Price: $22.880
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 TOP PICK Horizons S&P 500 (C$ Hedged)
HXS-T
Brooke Thackray

S&P 500 tracking, hedging the currency.  The broad market is not a bad place to be right now.  The S&P tends to outperform the TSX this time of year.  A one to two month hold.


Price: $47.230
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2015-03-23 DON'T BUY Intel
INTC-Q
Brooke Thackray

They had some hiccups here.  He keeps hearing there are positive announcements coming up this fall.  There might be some good fundamental stuff coming out.  We are past the technology period of seasonal strength.  He would hold off on purchasing it until it proves itself.  Look at it later in the year.


Price: $31.200
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 PAST TOP PICK iShares Russell 2000 ETF
IWM-N
Brooke Thackray

(Top Pick Dec 23/14, Up 5.41%) He recently sold his position.  It can continue to do well even though it is after the end of the seasonal end date. He loves the trade and he has moved on.  It recently broke out into an all time high.  He will come back to it again next year.


Price: $125.880
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2015-03-23 BUY Magna Int'l. (A)
MG-T
John Stephenson

Splitting two for one this week.  We are in the 7th or 8th inning for cars and 4th to 5th for parts.  He is not looking at any other auto companies than GM-N which he owns.  This would be his number one Canadian auto parts name, however.  You could hold it for the long term.


Price: $132.310
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 DON'T BUY Primero Mining Corp
P-T
John Stephenson

There is not too much company specific.  It is trading in line with gold generally. 


Price: $4.640
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Unknown
2015-03-23 DON'T BUY Priceline.com Inc.
PCLN-Q
Brooke Thackray

There is a clear trading channel, going down.  This is looking negative.  We had a strong run and then it stepped back. 


Price: $1181.180
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 HOLD Pengrowth Energy
PGF-T
John Stephenson

He does not see a lot of growth in the space.  He would be cautious on most of the names.  You could start to nibble slowly but better to wait 4-5 months and then nibble.


Price: $3.700
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: No
2015-03-23 BUY Patient Home Monitoring
PHM-X
Brooke Thackray

A stable base of earnings.  When the market gets a little toppy, these kind of companies tend to do well.  There is no resistance.  This chart is very positive.  It has now broken above its trading channel.  Even if it breaks below the bottom of the trading channel, that does not mean you have to sell it.


Price: $1.430
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 WATCH Paramount Resources
POU-T
Brooke Thackray

They spent a lot of money getting a gas plant going.  That is built into the price.  We are just starting into a bullish time for Natural gas (Mar 22).  We are just below level before the run up from last year.  When it gets above $40 it will be breaking out.  Rigs Nat Gas are coming off line, like oil, so this is positive.  He doesn’t see huge returns on this one, however.


Price: $31.640
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-03-23 TOP PICK Pacific Rubiales Energy Corp.
PRE-T
John Stephenson

Short. They were not able to extend the life of the rubiales field, which drives 40% of their value in production, a balance sheet that is getting worse, there is a lot of insider selling, their reserves are grossly overstated, and they are giving to a charity they control.  It is likely to face a reserve write down and then eventual extinction.


Price: $3.230
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: Yes
2015-03-23 BUY Sherritt International Corp.
S-T
John Stephenson

Nickel is necessary to make stainless steel.  The problem is relatively weak demand and good supply.  Nickel is fine and S-T would be a way to play it.


Price: $2.290
Subject: NORTH AMERICAN - LARGE & RESOURCE
Bias: OPTIMISTIC
Owned: No
Showing 241 to 300 of 138,505 entries