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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
2015-02-24 TOP PICK Precision Castparts Corp.
PCP-N
Barry Schwartz

This company makes all the nuts and bolts and complex metal parts that go into aerospace engines and airplanes. They sell to Boeing, Airbus, Rolls-Royce and GE. Backlog is massive. Like a lot of companies, this has some exposure to oil/gas, which hurt their earnings a little bit and the stock has fallen about 30%. He sees, over the next 10-15 years, aircraft demand doubling, mainly due to Asian aircraft travel including cargo and business travel. Great free cash flow. Dividend yield of 0.06% and it is growing.


Price: $215.130
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-24 COMMENT Pembina Pipeline Corp
PPL-T
Barry Schwartz

Loves this pipeline. These are great companies. They are to report in a couple of weeks.


Price: $39.820
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-24 BUY on WEAKNESS Pembina Pipeline Corp
PPL-T
Prakash Hariharan

Has always been an admirer of some of these pipeline stocks. At the current level, it seems a bit overvalued. Dividend quality is stronger now given the pullback in the stock. Mid-$30 would be a good entry point.


Price: $39.820
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 COMMENT Roche Holding AG
RHHBY OTC (US)
Prakash Hariharan

This is interesting right now based on the value proposition that is going into the pharma space. They have a lot of M&A activity there. This has some growth potential because of breast cancer. Fundamentally the company looks solid and the dividend looks good.


Price: $0.000
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 COMMENT Russel Metals
RUS-T
Prakash Hariharan

This is more tied into iron ore prices rather than energy. With iron ore prices dropping, stocks like this tend to get tarnished by the same brush as iron ore. This looks undervalued. The challenge would be the quality of its dividends. How well are they able to generate the cash flow to pay their dividends?


Price: $25.210
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 BUY Banco Santander SA
SAN-N
Prakash Hariharan

A Spanish bank, but actually has exposure in Brazil. This is in a decent space here right now.


Price: $7.310
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 COMMENT Saputo Inc.
SAP-T
Prakash Hariharan

Great company and has always created value for its investors. Balance sheet strength is very good. Ability to grow revenues is pretty strong. A company in food processing, that shows a 20% increase in revenue, is always going to be a good company. For a 2-3 year time horizon, this is a very good name to own. The only headwinds it could face is the spread between input costs and processing costs.


Price: $36.270
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 COMMENT SNC-Lavalin Group Inc.
SNC-T
Barry Schwartz

We knew at some point there would be a fine although we didn’t know how it would all play out. We knew they would be in trouble and it is now come home to roost. There are infrastructure assets there, which possibly could be spun out. Highway 407 is amazing. If it falls a few more dollars, he may get back into this one.


Price: $39.690
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-24 COMMENT SNC-Lavalin Group Inc.
SNC-T
Prakash Hariharan

Clarity is still needed on some of the issues surrounding this company. This is a great company. Until there is clarity, it is hard to do anything on the stock right now. (See Top Picks.)


Price: $39.690
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 WATCH Sierra Wireless
SW-T
Prakash Hariharan

Has been a great company in the last 3 years. They stumbled and fell apart early on, only to recapture its business as it moved into machine-to-machine and the Internet of Things. They made a very tactical change in their strategy when they acquired 2 companies in Europe, and the stock has worked very well ever since. He likes the story and thinks there is room to grow. The value proposition will be clearly understood after they report on the 1st quarter. Wait to see what the company does in its 1st quarter. Every time the stock drops below $40 that is a good entry point.


Price: $47.590
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 PAST TOP PICK TransForce Inc.
TFI-T
Barry Schwartz

(A Top Pick Feb 5/2014. Up 24.93%.) Had a lousy year last year because of bad weather, which provided a couple of opportunities to buy the stock. Last year this was trading at a 10% free cash flow yield. Companies that generate massive free cash flows, provide wonderful opportunities. Still loves this.


Price: $29.940
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-24 COMMENT Valeant Pharmaceuticals
VRX-T
Prakash Hariharan

Has a very interesting strategy which the market seems to like and which makes money for its investors. Made roughly about 2 dozen acquisitions in the last 2 years. Likes the exposure they get through some of their companies in Asia. We are not seeing the same impact in health care segment in Asia as we are seeing in the commodity cycle, and this company has really capitalized on that. He has a problem with companies that are not growing organically, but at the same time their earnings growth has been working in their favour.


Price: $251.530
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-24 BUY on WEAKNESS Whistler Blackcomb Holdings
WB-T
Barry Schwartz

Infrastructure is very important and these are long life assets. It is not snowing, so this company has a big problem. The good news is the Cdn$ is low, so that a lot of people who picked this as a destination, are still going. Hopefully the weather will turn. This is priced into the stock. He is adding more below $19.


Price: $19.450
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-24 HOLD Wells Fargo
WFC-N
Barry Schwartz

This is a wonderful company. They have the highest return on assets of any US bank. If you own, continue to hold it.


Price: $55.370
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-24 HOLD West Fraser Timber
WFT-T
Barry Schwartz

The reason to own this is if you believe the US housing market is normalizing and will show more growth, the Canadian housing market continues to show good growth along with demand from Asia. He sees potential for these companies to show more growth. The Cdn$ is dropping, which makes the price of lumber more attractive. There is potential for rising dividends. A good place to be.


Price: $73.300
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-24 BUY BMO US Dividend Hedged to CAD
ZUD-T
Prakash Hariharan

This dividend ETF looks interesting in terms of its components. Has been attracting a lot of fund flows.


Price: $19.220
Subject: GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias: OPTIMISTIC
Owned: Unknown
2015-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

ETFs specializing in REITs.  Prefers ZRE-T because it does not overweight the big ones and gives the small ones more of a real chance.  FRF-T is an actively managed ETF and you might consider that.  There is a smaller cap bias to the markets in the uptrends.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2015-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  The markets are nutso on the ‘patience’ word.  Is the Fed going to push it down the road or not.  They need 150k jobs to keep up with the population growth.  About 50% of the last year’s job growth was related to fracking.  The quality of the US employment rate is not fixed.  The Fed definitely wants to try rising interest rates.  If they don’t like what happens they may lower them again.  Nothing is fixed in Greece.  They have to leave the Euro at some point.  They have significant challenges.  They are just another can kicked down the road for 6 months.  QE has been the backbone of the recovery including the European QE.  We will see in March what the ECB’s program is going to look like.  We may be in for a bit more volatility in Europe. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2015-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  63 year old’s potential portfolio.  VCE-T (30%) is an ETF that invests in Canada.   XWD-T (40%) is the world index.  XBB-T (30%) is the entire Canadian bond market (no emerging market exposure).  It had a  2.8% annual return over the last 13 years with 13% standard deviation. That is probably not what you are hoping for.  But from ‘09 to present the returns are quite good at 15%.  Would he have sold in `08?


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2015-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Imhof

Markets.  Looking for a lot of M&A over the next year in N.A. Small Caps.  Small caps have underperformed over the last 4 years and he thinks they will catch up.  We are at a point in the bull market where this just kind of thing happens.  There are opportunities for the big guys in the area of acquisitions.  A lot of Tech names are hitting new highs.  People are looking to move out of the energy space.  Small cap index is laden with energy and material stocks and this is why the index has underperformed over the last 4 years.  He thinks people will start to move down to the smaller caps.  About a third of his top picks have been taken out.  If the market does not reward the small caps with a higher multiple, someone takes them out.


Price: $0.020
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: _N/A
2015-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Markets.  Sees this business cycle extending for 2 to 3 years.  There are lots of catalysts for the US economy to move forward.  The 7 year period for US loan defaults is ending.  There are lower oil prices.  Interest rates have made mortgages more affordable. Consumer savings has built up over the years and cap-x will get a boost because plant capacities are approaching 85% where they find they start to get tight on capacity.  Major risks are geopolitical: Ukraine and Isis.  Subprime lending on homes and autos is back where it was in 2008, which would be the risk to the US economy.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2015-02-23 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

The venture exchange.  They are venture companies so unless you are prepared to possibly lose all your money, you should not go near it.  If the TSX is not working for you, then go internationally, not to the venture exchange.  Suggested UL-N.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2015-02-23 TOP PICK AGT Food & Ingredients
AGT-T
Peter Imhof

Macro environment is ideal.  Chick peas and so on as an alternative to red meat.  15 times earnings.  Next quarter should be a record quarter for them.  There has been a lot of consolidation in this industry.  Have done well for 6 quarters.


Price: $28.100
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 SELL ON STRENGTH Bombardier Inc (B)
BBD.B-T
Larry Berman CFA, CMT, CTA

It is one of the dogs he held.  Even the smart analysts don`t know where this stock is going.  He is looking to exit it in the mid-$3 area.  This is a speculative play.


Price: $2.350
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-02-23 BUY Bombardier Inc (B)
BBD.B-T
Peter Brieger

He bought because of the change to the new CEO, who is just what this company needs to get this C3 into production, plus he has the marketing skills. 


Price: $2.350
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 PAST TOP PICK Central Fund of Canada Ltd (A)
CEF.A-T
Peter Brieger

(Top Pick Feb 24/14, Down 8.13%) Just continue to hold it.  Gold is basing around $1176.  It should range up to $1280 or $1300.


Price: $15.300
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 BUY Cineplex Inc
CGX-T
Peter Brieger

Continues to like it for its prospective dividend growth.  As the box office picks up, so will the stock.  They have other interesting sidelines such as ‘the recroom’.  The PE of 28 is worth it (17 times price to cash flow is what he looks at).


Price: $50.010
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 PAST TOP PICK Canacol Energy Ltd.
CNE-T
Peter Imhof

(Top Pick Dec 19/13, Down 57.32%) They were doing well and then energy came off.  They made some big discoveries in the Nat Gas area.  He is disappointed in a lot of the Columbian plays right now.


Price: $2.750
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 BUY on WEAKNESS Canadian National R.R.
CNR-T
Peter Brieger

One of his favourite North American rail companies. 


Price: $86.720
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 PAST TOP PICK Crescent Point Energy Corp
CPG-T
Peter Brieger

(Top Pick Feb 24/14, Down 14.10%) Thinks dividend is going to be maintained, but you have to be ready in case the oil price stays down.  It would still be a great company at a lower dividend.


Price: $31.230
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 BUY CRH Medical Corp.
CRH-T
Peter Imhof

Hemorrhoid business.  Acquisition they made is quite accretive.  People are just becoming aware of this story.  A high margin business.


Price: $3.800
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 DON'T BUY Capstone Mining Corp.
CS-T
Peter Imhof

Always been a big fan of this one, but last quarter he was disappointed with the grades of all three mines.  He is hesitant to recommend it.


Price: $1.280
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 DON'T BUY Cenovus Energy
CVE-T
Peter Brieger

He is not fussy about it and there are others he would rather own such as ECA-T and TOU-T.


Price: $22.050
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-23 BUY DHX Media
DHX.B-T
Peter Imhof

Not a typical name he would own because the valuation is very high.  Eventually they may get taken out.


Price: $9.350
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 HOLD Diversified Royalty Corp.
DIV-T
Peter Imhof

Royalty stream on restaurants out west.  Are negotiating a number of other royalty agreements.  Will be a long term good story.  A Top Pick previously.


Price: $2.660
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 BUY Enbridge
ENB-T
Peter Brieger

Likes the preferred, reset shares.  If he was going to be in bonds it would be 1 to 2 year maturities so what he did was to get the yields up by taking high grade preferreds instead.  He likes them in general.


Price: $61.210
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 TOP PICK Espial Group
ESP-T
Peter Imhof

He talked about it 6 months ago.  There was slippage in the signing of a contract from end of last year into the beginning of this year.  Earnings coming out this Thursday and should be good.


Price: $3.140
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Yes
2015-02-23 BUY Fluor Corp.
FLR-N
Peter Brieger

He is happy with it.  It is the cream of the crop.  It has come off because of the fear that energy related projects will be cancelled or postponed.  Long term this is the place to be, however.  The strong US dollar will harm any company with foreign business, but he understands they do some hedging.


Price: $59.050
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 DON'T BUY Flyht Aerospace Solutions
FLY-X
Peter Imhof

Never really seen the revenue fall to the bottom line so it is a concept stock.  If there are a lot of plane crashes, people move to this stock.  He’s never been a fan.


Price: $0.300
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: No
2015-02-23 BUY Firan Technology Group Corp.
FTG-T
Peter Imhof

Just reported an unbelievable quarter.  No analyst follows it.  70% of revenues are from the US yet 70% of operations are in Canada so the declining CAD$ benefits them.  Earnings should accelerate over the next few years.  You probably have not missed the run.  The CAD$ has only helped them over the last couple of months.  An 11 year high.


Price: $1.950
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 WAIT Fortis Inc.
FTS-T
Peter Brieger

Hold off buying it until you see how the rate picture unfolds later this year and see what the impact is on the high PE income stocks will be.


Price: $39.950
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2015-02-23 BUY CGI Group (A)
GIB.A-T
Peter Brieger

The 17.1 PE is a respectable multiple.  He is very keen on it and continues to hold it.  He might hope for a little pullback before buying it.


Price: $55.460
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 DON'T BUY Grenville Strategic Royalty
GRC-X
Peter Imhof

Making smaller bets on companies.  Came out with news that one of the streams they bought was zero (fraud).  He prefers DIV-T.


Price: $0.620
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 BUY Knight Therapeutics
GUD-T
Peter Imhof

The whole sector has been on fire.  They have done a really good job.  They made a number of loans to companies in the space.  Thinks they will accumulate a number of drugs over the next little while.  Prefers CXR-T.


Price: $9.300
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: No
2015-02-23 DON'T BUY Guestlogix
GXI-T
Peter Imhof

Never been a fan of this company.  They did a refinancing and he was not a big fan of them.  He stayed away.  Thinks an activist shareholder has come in.


Price: $0.770
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: No
2015-02-23 PAST TOP PICK Inter Pipeline
IPL-T
Peter Brieger

(Top Pick Feb 24/14, Up 22.06%) His favourite dividend paying stock.  They have 20 year contracts and have minimal exposure to commodity prices. 


Price: $33.860
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 DON'T BUY Macro Enterprises
MCR-X
Peter Imhof

Competitor of Petro West and Enterprise.  The sector has taken a downturn and this company has not executed as well as others. 


Price: $1.870
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 BUY Manulife Financial
MFC-T
Peter Brieger

The lower oil prices hurt some of the holdings.  Business in Europe is picking up.  Once you have had your fill with bank stocks, take a look at this one.


Price: $21.730
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 HOLD MTY Food Group
MTY-T
Peter Imhof

Done a very good job of growing their earnings.  Restaurant food groups.  Consolidated a lot of businesses across Canada.  The space is fairly steady.  Continue to hold it.


Price: $35.570
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: Unknown
2015-02-23 DON'T BUY Prometic Life Sciences Inc.
PLI-T
Peter Imhof

Never liked the story.  They did a good job over the last little while.  It was a long process.  No revenue or earnings.


Price: $2.400
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: No
2015-02-23 PAST TOP PICK PNI Digital Media
PN-T (Dead)
Peter Imhof

(Top Pick Dec 19/13, Up 52.25%) Acquired by Staples (SPLS-N).  Revenues were quite strong and it was falling to the bottom line.


Price: $1.690
Subject: NORTH AMERICAN - SMALL
Bias: BULLISH on SMALL CAPS
Owned: No
2015-02-23 TOP PICK Pembina Pipeline Corp
PPL-T
Peter Brieger

He is still buying it.  The key point is that 30% of mid stream business is commodity price sensitive.  Management is going to reduce that to less than 20% over the next few years.  It is a great dividend stock going forward.


Price: $39.320
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
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
Showing 241 to 300 of 137,596 entries