Recent Opinions

Date	Signal	Company	Expert	Opinion	Price
2013-05-13	TOP PICK	Crescent Point Energy Corp CPG-T	Zachary Curry	Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be good growth for them. / Be the first to comment Tweet finance	Price: $38.110 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-13	DON'T BUY	Cisco CSCO-Q	Zachary Curry	Predominant name. Growth hasn't been that strong. Management team is strong, balance sheet is pristine. It's generally positive, but you will not see it breakout. / Be the first to comment Tweet finance	Price: $21.270 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-13	DON'T BUY	Just Energy Group JE-T	Zachary Curry	Used to own it, doesn't now. Doesn't think it's a great business. / Be the first to comment Tweet finance	Price: $6.360 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-13	TOP PICK	Kinross Gold K-T	Zachary Curry	Has new management team. New mines coming on, pretty good cash position. Management is being cautious. Down from 16 to 5.5 so buying now is fine. / Be the first to comment Tweet finance	Price: $5.390 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-13	WAIT	Loblaw Companies Ltd L-T	Zachary Curry	With their REIT, the real estate assets are better than the Canadian Tire deal. Other REITS have a portfolio, whereas the Loblaws or Canadian Tire, it's one thing only. Hyper competitive sector. A one time cash hoard. Wait to see what their growth forcast is. / Be the first to comment Tweet finance	Price: $46.700 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-13	BUY	Magna Int'l. (A) MG-T	Zachary Curry	They seem to be able to do some growth in Europe, which has helped their stock. Replacement car is new, which may give a good refresh. Can see it climbing above $69 in a year. / Be the first to comment Tweet finance	Price: $65.180 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-13	TOP PICK	Morguard North American REIT MRG.UN-T	Zachary Curry	Management team, with real estate business. REIT is transitioning to move to the US. Rates will stay lower for longer. A long term investment. Balance sheet in good shape. / Be the first to comment Tweet finance	Price: $11.340 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes
2013-05-13	DON'T BUY	Penn West Petroleum PWT-T	Zachary Curry	Similar to Just Energy. Doesn't like the business model. / Be the first to comment Tweet finance	Price: $9.370 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-13	DON'T BUY	Royal Bank RY-T	Zachary Curry	Canada's biggest bank. Banks have had really strong growth over the last 10 years due to mortgages. Doesn't see it continuing. Royal Bank has moved to wealth side, but that may not be enough to continue the growth they have had. / Be the first to comment Tweet finance	Price: $61.340 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2013-05-13	DON'T BUY	SNC-Lavalin Group Inc. SNC-T	Zachary Curry	Thinks it's a good company but doesn't own due to concerns about corruption issues they are facing. Fears there may be cancelled contracts. / Be the first to comment Tweet finance	Price: $41.540 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No
2013-05-13	DON'T BUY	TorstarCorp (B) TS.B-T	Zachary Curry	A bit of a value trap. With prints and media etc, post media, thinks things will get worse before they get better. / Be the first to comment Tweet finance	Price: $6.270 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown
2004-10-15	TOP PICK	Novel NOVL-Q (Dead)	William Wilby	Linux based is the fastest growing segment of software. Likes better than Red Hat. / Be the first to comment Tweet finance	Price: $6.760 Subject: NOT APPLICABLE Bias: OPTIMISTIC Owned: Yes
2004-10-15	TOP PICK	Vodafone Group PLC VOD-Q	William Wilby	The largest wireless company in the world. About 18 months ahead of competition in 3rd generation wireless. / Be the first to comment Tweet finance	Price: $24.820 Subject: NOT APPLICABLE Bias: OPTIMISTIC Owned: Yes
2009-08-31	COMMENT	Agrium AGU-T	Willem Hanskamp	Agrium (AGU-T) or Potash (POT-T)? Potash is strictly potash and Agrium has potash as well as chemical fertilizers and seems to be doing a little better. Potash’s cash flows are a little bit under pressure. Both stocks on the long run have a great upside potential. / Be the first to comment Tweet finance	Price: $52.350 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2009-08-31	BUY on WEAKNESS	BlackBerry BB-T	Willem Hanskamp	As a GARP manager it is sometimes hard to find the right point where he could buy this. For the first time in many years the valuation is not out of the ordinary anymore. PE is in the high teens now. If a market correction comes, and this got into the low $70's it would become buyable for him. Outlook for them is still very positive. / Be the first to comment Tweet finance	Price: $80.350 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: No
2009-08-31	COMMENT	ING Groep NV ING-N	Willem Hanskamp	Has been hurt more than any other crisis before. Got caught on the US subprime loans and been forced to sell assets. Have now dealt with a lot of the issues and the Dutch government provided some financial help. Eventually all the banks and institutions will somehow find their way back. / Be the first to comment Tweet finance	Price: $15.070 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: No
2009-08-31	BUY on WEAKNESS	Johnson & Johnson JNJ-N	Willem Hanskamp	Probably one of the best US pharmaceuticals. Also have consumer products. Steady earnings and dividend growth for over 20 years. The only risk is the currency effect by investing in a US company. Would like it at $57-$58. / Be the first to comment Tweet finance	Price: $60.440 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2009-08-31	COMMENT	Potash Corp of Saskatchewan POT-T	Willem Hanskamp	Agrium (AGU-T) or Potash (POT-T)? Potash is strictly potash and Agrium has potash as well as chemical fertilizers and seems to be doing a little better. Potash’s cash flows are a little bit under pressure. Both stocks on the long run have a great upside potential. / Be the first to comment Tweet finance	Price: $97.180 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: No
2009-08-31	BUY	Power Corp POW-T	Willem Hanskamp	Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it. / Be the first to comment Tweet finance	Price: $29.190 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2009-08-31	BUY	Rogers Communcations (B) RCI.B-T	Willem Hanskamp	Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it. / Be the first to comment Tweet finance	Price: $30.140 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2009-08-31	BUY	Shaw Communication (B) SJR.B-T	Willem Hanskamp	Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it. 4% yield. Has had solid growth. / Be the first to comment Tweet finance	Price: $18.790 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2009-08-31	TOP PICK	Suncor Energy Inc SU-T	Willem Hanskamp	Merger with PetroCanada was a major coup for them. Gives them diversification away from their oil sands business. Well managed company. Consider buying a couple of $’s below where it is now. / Be the first to comment Tweet finance	Price: $33.490 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2009-08-31	TOP PICK	Thomson Reuters Corp TRI-T	Willem Hanskamp	The Reuters acquisition has been recent and the financial crisis has slowed down the growth of the stock. Very stable revenue base. / Be the first to comment Tweet finance	Price: $34.930 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2009-08-31	TOP PICK	Vodafone Group PLC VOD-Q	Willem Hanskamp	European telecoms have not done very well over the last year and have not participated in the recent rally yet their numbers have started to come in reasonably positive and above expectations. Trading at about 8X earnings with the dividend of almost 6%. Technically it looks like it could break out. / Be the first to comment Tweet finance	Price: $21.720 Subject: GLOBAL EQUITIES & BONDS Bias: OPTIMISTIC Owned: Yes
2005-11-07	BUY	Atlas Energy Ltd AED-T (Dead)	Wilf Gobert	Stock has not done that well because they've had a bit of a shaky growth pattern in the last couple of years. They're on the cusp of a substantial amount of drilling in already discovered reserves. Sees the production growth being in the top quartile of the group over 2006/2007. Low multiple. Some heavy oil. / Be the first to comment Tweet finance	Price: $4.390 Subject: OIL & GAS Bias: BULL on ENERGY Owned: Yes
2006-01-23	BUY	Atlas Energy Ltd AED-T (Dead)	Wilf Gobert	They are involved in a conventional heavy oil play called Moony and they are using horizontal drilling to exploit it. Original estimates of a field at 14 mi.² is now 18 mi.². Should see 20/30% production growth next year. Trades at a low multiple. Because it is heavy oil, it is vulnerable to oil fluctuations. / Be the first to comment Tweet finance	Price: $5.170 Subject: OIL & GAS Bias: OPTIMISTIC Owned: Yes
2006-04-25	BUY	Atlas Energy Ltd AED-T (Dead)	Wilf Gobert	Primarily involved in heavy oil development. Had a relatively weak 2005 and the market has somewhat punished them. They are in the midst of a huge development program that will result in production probably doubling over 12 months. Summertime is the prime time for heavy oil. / Be the first to comment Tweet finance	Price: $5.750 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes
2006-04-25	BUY	Arc Resources Ltd ARX-T	Wilf Gobert	One of the best run income trusts out there. Somewhat natural gas oriented. Very sustainable. / Be the first to comment Tweet finance	Price: $27.500 Subject: OIL & GAS Bias: UNKNOWN Owned: No
2006-03-20	WAIT	Berens Energy Ltd. BEN-T	Wilf Gobert	Doesn't own, but was a lead underwriter for financing in January. Primarily natural gas focused resulting in a bit of a pullback. Very conservative management. Have a few high growth prospects. Expect it to be midyear before there is any increase in pricing in natural gas. / Be the first to comment Tweet finance	Price: $2.640 Subject: OIL & GAS Bias: BULLISH Owned: Yes
2005-07-07	BUY	Birchcliff Energy Ltd. BIR-T	Wilf Gobert	Has an extremely well priced incentive program for the executives. Stock has to double within 5 years from $3 a share before it takes effect. Trades well below peer group companies. / Be the first to comment Tweet finance	Price: $4.300 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes
2005-11-07	TOP PICK	Birchcliff Energy Ltd. BIR-T	Wilf Gobert	80% natural gas. Tends to be under researched. Public guidance is that they are going to do about 4500/4800 barrels in the 4th quarter and going to do annualized of $1 a share. Those numbers were done in the summer when gas prices were lower. At $6 you are paying about 4 X cash flow. / Be the first to comment Tweet finance	Price: $5.900 Subject: OIL & GAS Bias: BULL on ENERGY Owned: Yes
2006-04-25	TOP PICK	Birchcliff Energy Ltd. BIR-T	Wilf Gobert	Natural gas focused. Projecting 8000 barrels a day in production growth versus 5000 at the end of 2005. Fundamentally cheap. A good contrarian move. / Be the first to comment Tweet finance	Price: $7.100 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes
2005-09-14	WEAK BUY	Black Rock BVI-T	Wilf Gobert	Has not been a fan of this stock, but they are 100% oil and the higher the price of oil, the better their leverage. Relatively high production costs. Low quality oil so their price is $20 below the regular rate. Doesn't expect it will become an income trust for a long time as they have a very aggressive growth strategy which will require a lot of capital. / Be the first to comment Tweet finance	Price: $10.470 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No
2005-11-07	BUY	Bow Valley Energy BVX-T	Wilf Gobert	Has 2 developments coming on in the North Sea in 2007/2008 which will result in a near tripling of the company's production. Today's price is based on current reserves. / Be the first to comment Tweet finance	Price: $4.710 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No
2005-07-07	BUY	Bellatrix Exploration Ltd. BXE-T	Wilf Gobert	Doing very well. Has a good track record. There aren't many natural gas companies you can invest in. Good value in its peer group. / Be the first to comment Tweet finance	Price: $4.280 Subject: OIL & GAS Bias: UNKNOWN Owned: No
2006-01-23	BUY	Bellatrix Exploration Ltd. BXE-T	Wilf Gobert	The high yield does not indicate a risk. This was a recent conversion to a trust and it takes time for the sellers of the old stock and the buyers of the new trust to bring the price to its proper level. / Be the first to comment Tweet finance	Price: $20.750 Subject: OIL & GAS Bias: OPTIMISTIC Owned: No
2006-01-23	BUY	Cardero Resource Corp. CDU-T	Wilf Gobert	Coal bed methane gases are very shallow to drill, but the flow is very slow so you need high gas prices to make an operation viable. This is one of the companies that he likes. They have a substantial amount of drilling. / Be the first to comment Tweet finance	Price: $4.340 Subject: OIL & GAS Bias: OPTIMISTIC Owned: Unknown
2006-03-20	BUY	Calfrac Well Services Ltd CFW-T	Wilf Gobert	Specialist in natural gas well fracturing. This whole business is so strong that he would both Calfrac Well Service (CFW-T) and Trican Well Service (TCW-T). / Be the first to comment Tweet finance	Price: $31.250 Subject: OIL & GAS Bias: BULLISH Owned: No
2006-03-20	BUY	Chinook Energy Inc CKE-T	Wilf Gobert	A reverse takeover of Hawker resources. A problem is that its single largest property is jointly held with the retirement savings of Ontario Municipal Employees and they want a “go slow” approach. Good management. You can own, but be patient. He was a financing agent for them in the past 12 months, but doesn't own. / Be the first to comment Tweet finance	Price: $4.700 Subject: OIL & GAS Bias: BULLISH Owned: Yes
2006-03-20	BUY	Connacher Oil and Gas CLL-T	Wilf Gobert	Have been involved in a proposed oil sands project. Tending to move to natural gas. Looks like it has a good future. Have also been involved in buying a refinery in Montana. / Be the first to comment Tweet finance	Price: $5.060 Subject: OIL & GAS Bias: BULLISH Owned: No
2005-07-07	TOP PICK	Canadian Natural Rsrcs CNQ-T	Wilf Gobert	Stock has been on fire for about 3 years. When oil prices rose, the value of their reserves grew enormously. Have sanctioned an oil sands plant and they own 100% of the project. / Be the first to comment Tweet finance	Price: $48.240 Subject: OIL & GAS Bias: UNKNOWN Owned: No
2005-09-14	TOP PICK	Canadian Natural Rsrcs CNQ-T	Wilf Gobert	One of the most successful companies year in year out. They have 100% interest in a new oil sands play (Horizon). Will start at 115,000 barrels a day and will grow to 230,000. 40 years reserve life with no exploration risks. / Be the first to comment Tweet finance	Price: $55.000 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No
2005-11-07	TOP PICK	Canadian Natural Rsrcs CNQ-T	Wilf Gobert	Recently announced they are going to develop 500,000 barrels a day of oil sands through mining and upgrading. Have an enormous amount of reserves that are not producing. Long life reserves. / Be the first to comment Tweet finance	Price: $55.000 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No
2006-01-23	TOP PICK	Canadian Natural Rsrcs CNQ-T	Wilf Gobert	Last year's earnings were up 40%. Cash flow was up 33%. Looking for a 10% volume growth this year which will mean another 20% growth in cash flow. This stock gives you 100% of a brand-new plant in the oil sands to be constructed this year. / Be the first to comment Tweet finance	Price: $69.010 Subject: OIL & GAS Bias: OPTIMISTIC Owned: No
2006-03-20	TOP PICK	Canadian Natural Rsrcs CNQ-T	Wilf Gobert	The Horizon oil project is a $10 billion project expected to develop 230,000 barrels a day. The project is on time and on budget. / Be the first to comment Tweet finance	Price: $63.700 Subject: OIL & GAS Bias: BULLISH Owned: No
2005-11-07	HOLD	Centurion Energy International CUX-T	Wilf Gobert	The one reason it has not performed that well this year is that it is almost 100% natural gas which is sold at a relatively fixed price. Hasn't had any participatiuon in the runup of oil prices. You buy this one for exploration sucess in the future. Fairly valued at this price. / Be the first to comment Tweet finance	Price: $11.050 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No
2006-03-20	BUY	Centurion Energy International CUX-T	Wilf Gobert	Entered into a joint venture with Royal Dutch to explore for natural gas on their two largest concessions in the Nile delta area. Based on their findings, they will pursue a LNG project to consume the natural gas. / Be the first to comment Tweet finance	Price: $13.910 Subject: OIL & GAS Bias: BULLISH Owned: Unknown
2005-09-14	BUY	Cyries Energy Inc CYS-T	Wilf Gobert	Good management. Has been dramatic in both production and price performance. Highly oriented to natural gas, more than 60% of production. / Be the first to comment Tweet finance	Price: $17.420 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No
2006-03-20	HOLD	Cyries Energy Inc CYS-T	Wilf Gobert	There is speculation on an income trust or a merger which would result in an income trust. Something will happen, so be patient. The latter half of 2005 showed a slow growth period. A solid management team. / Be the first to comment Tweet finance	Price: $13.050 Subject: OIL & GAS Bias: BULLISH Owned: No
2006-04-25	BUY	Cyries Energy Inc CYS-T	Wilf Gobert	Natural gas weighted. If you want to be a contrarian, sell oil stocks and buy gas stocks. One of the better quality companies. Tremendous management team. / Be the first to comment Tweet finance	Price: $14.450 Subject: OIL & GAS Bias: UNKNOWN Owned: No
2005-07-07	TOP PICK	Duvernay Oil Corp DDV-T	Wilf Gobert	Highly focused on natural gas. An incredibly impressive company in its ability to generate exploration prospects, drill them successfully and get them into production. Have the most impressive prospect list of any company. Trades at about 8 X this year's cash flow and his target price is based on 9 X next year's. Very lofty valuations. / Be the first to comment Tweet finance	Price: $33.480 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes
2005-11-07	BUY	Duvernay Oil Corp DDV-T	Wilf Gobert	The company is remarkable for its growth and its ability to keep coming up with new ideas for growing production. Expect it will continue to be one of the superior performers. / Be the first to comment Tweet finance	Price: $42.250 Subject: OIL & GAS Bias: BULL on ENERGY Owned: Yes
2006-03-20	BUY	Duvernay Oil Corp DDV-T	Wilf Gobert	Largely natural gas oriented so it has had a pretty good pullback. Has been fabulous for generating drilling prospects and growing at an above average rate to its peers. Will continue to be the number one growth story in the intermediate sector. / Be the first to comment Tweet finance	Price: $40.200 Subject: OIL & GAS Bias: BULLISH Owned: Yes
2006-04-25	BUY	Duvernay Oil Corp DDV-T	Wilf Gobert	Just brought on a couple of major gas plant expansions. Within a week they will be 18,000 barrels of oil equivalent per day. Relatively high priced because of their phenomenal growth record. Their track record of drilling success has been extraordinary. / Be the first to comment Tweet finance	Price: $43.800 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes
2006-01-23	DON'T BUY	Encana Corp ECA-T	Wilf Gobert	Suffered quite a bit last year from natural gas hedges. In the current year, they have about 22% of their gas hedged at only five dollars. / Be the first to comment Tweet finance	Price: $55.270 Subject: OIL & GAS Bias: OPTIMISTIC Owned: No
2006-03-20	WAIT	Encana Corp ECA-T	Wilf Gobert	Feels that natural gas prices are going to be in a trough for the next couple of months. A better opportunity should be available in the next few months. / Be the first to comment Tweet finance	Price: $53.090 Subject: OIL & GAS Bias: BULLISH Owned: Unknown
2005-07-07	BUY	Enerflex Ltd EFX-T	Wilf Gobert	Oil field services in general ahve been a terrific place to be. / Be the first to comment Tweet finance	Price: $24.500 Subject: OIL & GAS Bias: UNKNOWN Owned: No
2006-04-25	TOP PICK	Enbridge ENB-T	Wilf Gobert	One of North America's largest oil pipeline companies. Most closely tied to major oil sands expenditures and growth. Have $8 billion in construction projects on their drawing boards. A growth story. Terrific dividend history. / Be the first to comment Tweet finance	Price: $33.250 Subject: OIL & GAS Bias: UNKNOWN Owned: No
2006-03-20	WAIT	Ensign Resource Service Group ESI-T	Wilf Gobert	Seasonality wise, this is the time of the spring breakup and oil drilling ceases. The second quarter is the weakest one for oil field service companies. They have a large proportion of their rigs in the Rocky Mountain region which is one of the growth areas in drilling activity. Likes their story and their future. You could probably wait a couple of months for a better price. Prefers this over Trinidad Energy Services (TDG.UN-T). / Be the first to comment Tweet finance	Price: $40.850 Subject: OIL & GAS Bias: BULLISH Owned: Unknown
2005-11-07	BUY	First Calgary Petroleums FCP-T	Wilf Gobert	Because they couldn't get a buyer, they raised enough money to do 18 months of drilling to prove that they have the gas reserves. 2 cautions, 100% natural gas outside of North America and government takes about 85% of their production. Stock should do well when they come up with some drilling results. / Be the first to comment Tweet finance	Price: $7.240 Subject: OIL & GAS Bias: BULL on ENERGY Owned: No