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

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Recent Opinions

Date Signal Company Expert Opinion Price
2009-03-23 HOLD UTS Energy
UTS-T (Dead) 		Gavin Graham “Total SA” made a hostile bid. Management indicated the price is too low. It is usually worthwhile to wait to the last moment.
 Price: $1.710
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on OIL
Owned: No
2008-04-16 BUY Oilsands Quest Inc.
BQI-A (Dead) 		Michael Decter “The” oil sands play in Saskatchewan. Have one million acres of land. People running it are very smart with good experience. Saskatchewan has far less competition for oil sands development then Alberta, which is kind of crowded. Patience will be required on this one and be prepared for a 3 to 5 year time frame.
 Price: $4.250
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: OPTIMISTIC
Owned: Unknown
2010-12-02 TOP PICK Freeport McMoran Copper & Gold
FCX-N 		Terry Shaunessy “The” copper company globally. (Copper/gold.) Low cost producer. Wouldn’t be surprised if someone doesn’t take a run at them as an acquisition.
 Price: $107.640
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: Yes
2010-04-23 COMMENT A Comment -- General Comments From an Expert
A Commentary 		Sandy McIntyre “Sell in May and go away”? 3 worst months for the market are September, February and May so don't sell in May, sell before May. Sectors he would sell would be high beta sectors, the ones that have no dividends and that have moved hard. You want to lock in a profit.
 Price: $0.020
Subject: INCOME INVESTING
Bias: SELECTIVE
Owned: Unknown
2011-03-02 COMMENT A Comment -- General Comments From an Expert
A Commentary 		Benj Gallander “Risk on” and “Risk off”: It’s a new term from 2010. Risk on means you are willing to take more risk – it is a good time to take more risk. Risk off means it is time to be scared and people flee to American treasuries. Diversification covers this anyway.
 Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: BULLISH
Owned: Unknown
2010-01-08 COMMENT A Comment -- General Comments From an Expert
A Commentary 		Paul Gardner, CFA “Principal Protection Notes” structure has always been a problem. Transparency is so poor that you never seem to win on them. You can construct your own without paying management fees by buying a 10-year residual bond at a discount. E.g. $.80 on the $1 and with the $.20 you buy the underlying security. If your investment goes to zero, your $.80 goes to 100, which is like a principal protection.
 Price: $0.020
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: SELECTIVE
Owned: Unknown
2009-12-23 DON'T BUY Manitoba Telecom Services
MBT-T 		John Zechner “Manitoba Telecom (MBT-T) or Crescent Point (CPG-T) for dividend and safety?” From a pure safety point of view, you are always better off with a telecom than an oil company however there is a chance Manitoba Tel may have to cut their dividend depending of what they do on the wireless side. Not generating very much earnings growth. To be really safe he would select Telus (T-T) or BCE (BCE-T).
 Price: $33.420
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2007-09-19 BUY Talisman Energy
TLM-T 		Derek Webb, CFA “Like the poor stepchild.” cheapest oil company in the world. Trades at 3.8 times cash flow, very cheap. Huge production growth plan for next year. Screaming buy right now.
 Price: $18.770
Subject: CANADIAN - LONG & SHORT
Bias: UNKNOWN
Owned: No
2011-02-01 BUY Armistice Resources
AZ-T 		Jeff Parent B. Eng. FCSI “Jumps and Steps” – quite common in junior companies. Each jump is a news item. As it gets closer to production, it will keep on doing this. Pullbacks are due to profit taking. Must stay above the $0.30 level, otherwise it may be bad news.
 Price: $0.400
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on OIL SERVICES COMPANIES
Owned: No
2010-09-03 COMMENT Royal Bank
RY-T 		John Hood “In the money” covered calls versus “out of the money” covered calls? On “out of the money” he first all takes a look at X dividend date to see how much dividend he will collect. Looks to pick up 6%-8% over 6 to 8 months. Normally goes out 6 months. Rarely uses “in the money”.
 Price: $52.800
Subject: ETF's & OPTIONS
Bias: SELECTIVE
Owned: Unknown
2008-10-21 BUY Cameco Corporation
CCO-T 		Dennis Da Silva “Go to” name if you want uranium exposure. Has its problems and downgraded its production earlier this year. Still don't know if Cigar Lake is a new leak or remedial problems from its earlier leak and no timeframe as to when it will come in. Very good cost base. Highly liquid and strong assets.
 Price: $18.350
Subject: CANADIAN RESOURCE
Bias: SELECTIVE
Owned: Unknown
2009-06-05 TOP PICK Apollo Group Inc.
APOL-Q 		Michael Yoshikami “For-profit” adult education. Can include night school and online courses. Their most well known brand is University of Phoenix. Unemployment in the US will probably be an average of between 6% and 7.5% and many of those will go back to school. Have just rolled out a major initiative for a 2-year degree rather than 4-years.
 Price: $62.980
Subject: US & EUROPEAN EQUITIES
Bias: CAUTIOUSLY BULLISH
Owned: Yes
2003-11-28 TOP PICK Canadian Tire Corporation Ltd
CTC-T 		Ross Healy “Fair market value” is much higher than the present price. Ran up against a major technical target of 1.6X book value but recently broke out and then settled back in. A very promising kind of pattern. Continues to grow at about 10/11% annually.
 Price: $39.300
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2003-11-28 BUY Inco
N-T 		Ross Healy “Fair market value” is about $43. Has pretty strong technical resistance above $48 and could have a very healthy setback at that point. Long-term, the Asian market will have strong demand.
 Price: $44.100
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2006-10-17 TOP PICK iUnits S&P/TSX 60 ETF
XIU-T 		Don Vialoux “Buy when it snows and Sell when it goes.” This has been coming down and reached a very important low on Oct 4. Since then, the signals have turned positive. Historically, this would give you a 9-10% return, but if you use the MACD buy/sell signals, the return can be much better.
 Price: $68.550
Subject: TECHNICAL INVESTING
Bias: BULLISH
Owned: No
2007-01-03 BUY Rona Inc
RON-T 		Steve MacMillan “Best of breed” in the home improvement space in Canada. Low P/E because of the concern of investors on the housing market. Acquiring companies with good opportunities to make investments at reasonable prices.
 Price: $20.900
Subject: US & CONSUMER STOCKS
Bias: SELECTIVE
Owned: Yes
2008-03-10 TOP PICK Rogers Communcations (B)
RCI.B-T 		Paul Gardner, CFA “Best in class” assets. They have the GSM. R2 growth of 7%. They don't have to spend a lot of capital expenditure. Taking market share away from the Telcos. Stock dropped on the Spectrum announcement but feels it was an overreaction.
 Price: $38.040
Subject: DIVIDENDS, FIXED INCOME & REITs
Bias: BEARISH on FINANCIALS
Owned: Yes
2007-12-18 COMMENT A Comment -- General Comments From an Expert
A Commentary 		David Baskin “Banks” are an excellent cornerstone for your portfolio. Nice dividend yield, which gives a nice tax credit. Trading right now at very good prices. His holdings are #1 Bank of Nova Scotia (BNS-T) #2 National Bank (NA-T) and #3 Royal Bank.
 Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULL on BASE METALS
Owned: Unknown
2010-12-13 COMMENT A Comment -- General Comments From an Expert
A Commentary 		Mike MacBain “Backup in Yield” phrase. What does it mean? Means bond yields are increasing. Today bond yields are backing up and everyone is worried about it so you so you don’t want to be long interest rates.
 Price: $0.020
Subject: FIXED INCOME
Bias: BULLISH on CDN$
Owned: Unknown
2010-07-21 COMMENT Bombardier Inc (B)
BBD.B-T 		Don Lato “A” shares versus “B” shares? B shares have one vote per share while the A shares have 10 votes per share. Since both prices are so close to each other, if you buy gold for the A shares because of the extra votes you get.
 Price: $4.780
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2007-10-26 TOP PICK Bank of Nova Scotia
BNS-T 		Michael Sprung “A steady Eddie”. With all the financial concerns about, this company is well diversified. A lot of exposure in south America and the Caribbean. They have steady earnings gains going forward. Very good buy. Trading in the middle of the pack, has 3.6% yield.
Price: $51.600
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: UNKNOWN
Owned: Yes
2011-12-05 BUY Calloway REIT
CWT.UN-T 		Dennis Mitchell, CFA ‘Wal-Mart’ REIT. Did a capital raise recently. Most of growth will come from earn outs (partner on developments with Smart Centers) and development portfolio. The assets they are developing have a higher payout than they are trading at and this will be accretive. A nice core holding.
 Price: $26.910
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2010-03-12 BUY BlackBerry
BB-T 		Peter Brieger `Expectation that earnings being reported March 31 is for about $1.27 and for the year $4.40 and looking at $5+ next year. Increasing competition will lead to decreased prices and increased market share. Trading at about 15-16X earnings.
 Price: $76.810
Subject: NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2010-06-02 TOP PICK Viterra Inc
VT-T (Dead) 		Michael Sprung [Was past pick] Sometimes a pick goes down and you have to reassess. It’s now a better buy that it was. There are some things that delayed their earnings potential. There have been weak wheat prices. Earnings will be less this year than he had anticipated they would be, but they will be a dominant player in Canada in the agriculture business, especially in grain handling. Stock has more than pulled back.
Price: $7.530
Subject: CANADIAN LARGE & INCOME TRUSTS
Bias: SELECTIVE
Owned: Yes
2010-11-30 N/A A Comment -- General Comments From an Expert
A Commentary 		Derek Webb, CFA [Today’s show also includes technical analysis.] This is a very significant bull market. All the things that push a bull market forward are in place. The current debt problems are a sovereign problem. The private sector has corrected its problems, but the public sector has not. He would not own government bonds right now. That’s where the bubble is.
 Price: $0.020
Subject: CANADIAN - LONG & SHORT
Bias: BULL
Owned: Unknown
2010-06-10 TOP PICK Bankers Petroleum
BNK-T 		Eric Nuttall [There was not time left on the show for him to discuss this top pick]
 Price: $6.860
Subject: OIL & GAS
Bias: SELECTIVE
Owned: Unknown
2011-09-22 TOP PICK Parex Resources Inc.
PXT-T 		Greg Newman [The program signal failed at this point during the broadcast. The web site did not record a clip for top picks. No opinions could be recorded here]
 Price: $6.980
Subject: CANADIAN DIVIDEND
Bias: OPTIMISTIC
Owned: Unknown
2011-09-22 TOP PICK Tourmaline Oil Corp
TOU-T 		Greg Newman [The program signal failed at this point during the broadcast. The web site did not record a clip for top picks. No opinions could be recorded here]
 Price: $32.260
Subject: CANADIAN DIVIDEND
Bias: OPTIMISTIC
Owned: Unknown
2011-09-22 TOP PICK Visa Inc.
V-N 		Greg Newman [The program signal failed at this point during the broadcast. The web site did not record a clip for top picks. No opinions could be recorded here]
 Price: $88.300
Subject: CANADIAN DIVIDEND
Bias: OPTIMISTIC
Owned: Unknown
2011-09-22 TOP PICK Intact Financial
IFC-T 		Greg Newman [Program signal failed in Sept. Also the web site did not record a clip for top picks. No opinions were recorded for Top Picks. This item was inserted on Nov 30/11.]
 Price: $56.900
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2011-09-22 TOP PICK Parkland Fuel Corp
PKI-T 		Greg Newman [Program signal failed in Sept. Also the web site did not record a clip for top picks. No opinions were recorded for Top Picks. This item was inserted on Nov 30/11.]
 Price: $11.700
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2011-09-22 TOP PICK Shoppers Drug Mart Corp
SC-T 		Greg Newman [Program signal failed in Sept. Also the web site did not record a clip for top picks. No opinions were recorded for Top Picks. This item was inserted on Nov 30/11.]
 Price: $42.450
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2008-06-23 DON'T BUY Breakwater Resources
BWR-T (Dead) 		Jean-Francois Tardif Zink mostly. Zinc has crashed the most. Mines are deep and need to pump out water and fuel cost is double what it was last year. Zinc price is not coming back.
 Price: $0.430
Subject: ALTERNATIVE STRATEGIES
Bias: BEAR
Owned: Unknown
2006-09-19 COMMENT A Comment -- General Comments From an Expert
A Commentary 		Paul VanEeden Zinc: - In the last 12 months, base metal prices ran substantially, especially zinc. Inventories are historically low and prices in all these commodities are very expensive. Believes institutional money has come into the market looking for a hedge against devaluation of the US$.
 Price: $0.020
Subject: GREAT GOLD DEBATE
Bias: BULL
Owned: No
2007-03-26 BUY Iberian Minerals Corporation
IZN-X (Dead) 		Hugh Cleland, CFA Zinc/copper project in Spain. Have permits to build their mills and tailing pond and are waiting for a permit to operate. Possible takeout candidate.
 Price: $1.450
Subject: NORTH AMERICAN - SMALL
Bias: CAUTIOUS
Owned: Yes
2007-01-24 BUY Iberian Minerals Corporation
IZN-X (Dead) 		Hugh Cleland, CFA Zinc/copper project in Spain, near Lundin (LUN-T) properties. Recently got their licence for a processing plant and tailings dam. This is the next most likely consolidation candidate. On the assumption of $1 zinc and $2 copper, the company is producing $100 million in cash flow in late 2008 and 2009.
 Price: $1.590
Subject: NORTH AMERICAN & ALTERNATIVE STRATEGIES
Bias: SELECTIVE
Owned: Yes
2010-04-13 TOP PICK Hudbay Minerals Inc.
HBM-T 		David Taylor, MBA, CFA Zinc/copper producer. Very low-cost reserves. Strong takeover candidate. Has about $6-$7 a share in cash. Trades around 4X cash flow.
 Price: $13.300
Subject: CANADIAN VALUE
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2007-10-09 BUY Strategic Resource Acquisition
SRZ-CNSX 		Jean-Francois Tardif Zinc. Will be producing at the end of this year beginning of 08, so full production probably the 2nd half of 08. Also have germanium, which has not been included by the street. Located in Tennessee. Trades around the 4X next year's earnings.
 Price: $5.200
Subject: ALTERNATIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2007-09-25 DON'T BUY Hudbay Minerals Inc.
HBM-T 		Bruce Campbell Zinc. It's a darling, so he thinks there are traders in it making it volatile. Zinc is auto related, US related, so wouldn't be his favourite metal. Pretty fully valued.
 Price: $25.270
Subject: CANADIAN LARGE (VALUE)
Bias: CAUTIOUS
Owned: No
2007-04-09 BUY Hudbay Minerals Inc.
HBM-T 		David Baskin Zinc. Have had a fabulous run. Depends on if you feel there will continue to be a strong demand from Asia. He feels this will be unabated and will continue to rise.
 Price: $21.620
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on EUROPE
Owned: Unknown
2007-04-05 BUY Hudbay Minerals Inc.
HBM-T 		Dennis Da Silva Zinc. Everything they generate is free cash flow. No debt. Well run. Fully integrated with the smelter, refinery and mining.
 Price: $21.430
Subject: CANADIAN LARGE (RESOURCE)
Bias: BULL on GOLD & URANIUM
Owned: Yes
2007-07-12 HOLD Breakwater Resources
BWR-T (Dead) 		Robert Floyd Zinc. Base metals are doing very well. What is driving a lot of these companies is the takeover activity. Not cheap.
 Price: $3.460
Subject: CANADIAN MID - LARGE CAP
Bias: OPTIMISTIC
Owned: No
2008-05-20 BUY Teck Resources Ltd. (B)
TCK.B-T 		Gavin Graham Zinc, copper, coal, oil sands and molybdenum. The one North American diversified miner that won’t get taken over, which may be why the share price has been disappointing. Will make you lots of money over the next few years.
 Price: $52.000
Subject: NORTH AMERICAN - LARGE
Bias: BULL on COMMODITIES
Owned: Yes
2010-12-03 PARTIAL SELL Hudbay Minerals Inc.
HBM-T 		John Zechner Zinc, copper and gold and mostly domestic. Had a big move to the upside. Recently Sold his holdings. Great production profile. Sitting on about $6 or $7 a share in cash. If you own, consider taking some profit.
 Price: $18.170
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2009-11-24 HOLD Farallon Resources
FAN-T(dead) 		Allan Jacobs Zinc with several by-products in Mexico. Low cash cost because of all the by-products. Start-up hasn't been too bad. Trading at about 3X next year's cash flow. On his radar screen.
 Price: $0.445
Subject: CANADIAN SMALL
Bias: BULLISH on GOLD
Owned: No
2001-12-13 STRONG BUY Teck Resources Ltd. (B)
TCK.B-T 		Eric Bushell Zinc will have a big recovery in the next 2 years.
 Price: $11.900
Subject: CANADIAN LARGE (DIVIDENDS)
Bias: CAUTIOUS
Owned: Unknown
2006-05-31 BUY Eurozinc Mining Corp
EZM-T 		Bruce Campbell Zinc will come, but basically a copper play. Will trade with the price of metal. Feels that base metals have come a bit too far, too fast but the fundamentals do look good over a longer period of time. More cyclical than energy.
 Price: $2.600
Subject: CANADIAN LARGE
Bias: SELECTIVE
Owned: No
2008-09-09 SELL Breakwater Resources
BWR-T (Dead) 		Lyle Stein Zinc was probably the first base metal to really take it on the chin. Doesn't see it as an acquisition target. Could languish for a while. Consider a tax loss sell.
 Price: $0.235
Subject: CANADIAN
Bias: DEFENSIVE
Owned: No
2009-03-02 COMMENT Hudbay Minerals Inc.
HBM-T 		Robert Lauzon Zinc seems to lead in an in and out of GDP movement so he is looking for zinc to come out first then followed by copper. Has no debt problems and sitting on a boat load of cash.
 Price: $5.350
Subject: MINING
Bias: BULLISH on URANIUM
Owned: Unknown
2007-11-02 BUY Noranda Income Fund
NIF.UN-T 		Patrick Kim Zinc refinery in Quebec. Stock does not swing widely with the commodity price. Very stable, visible cash flow stream.
 Price: $10.200
Subject: 42
Bias: BULLISH
Owned: Yes
2007-04-27 BUY Breakwater Resources
BWR-T (Dead) 		Jean-Francois Tardif Zinc producer. Very cheap at 2 or 3 X earnings. Last year they made $.37, but throughout the year results have improved.
 Price: $2.170
Subject: ALTERNATIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2007-02-07 BUY Breakwater Resources
BWR-T (Dead) 		Chris Smith Zinc producer. Thinks the zinc market will be in deficit again in 2007, so the outlook is not bad.
 Price: $1.660
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2006-06-05 WEAK BUY Hudbay Minerals Inc.
HBM-T 		Jean-Francois Tardif Zinc producer. Price of zinc has gone up substantially and is reflected in the stock price. If you use current zinc prices to calculate the future cash flow, the stock is still extremely cheap. He is concerned that the zinc price will contract.
 Price: $13.400
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY
Owned: Unknown
2009-08-20 BUY Breakwater Resources
BWR-T (Dead) 		Andrew Cook Zinc producer. Not too many ways to play zinc and this is probably the best way to play it. Reasonably valued. As prices recover, there is the potential for them to bring back on their closed mines, which could add to their production profile going forward.
 Price: $0.270
Subject: RESOURCE
Bias: BULLISH
Owned: Unknown
2009-10-02 DON'T BUY Breakwater Resources
BWR-T (Dead) 		Jim Huang Zinc producer. Have a collection of mines in Canada and Central America. High cost producer so subject to the vagaries of commodity markets. Would be reasonably cautious on zinc prices at this point. Need higher prices to have a higher upside.
 Price: $0.280
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Unknown
2007-08-28 COMMENT Breakwater Resources
BWR-T (Dead) 		Derek Webb, CFA Zinc producer. Base metals are problematic right now. He is not Long or Short any base metals. Inventories have been rising marginally and prices have been falling. Not sure how much hedge fund money is in base metals.
 Price: $2.560
Subject: CANADIAN - LONG & SHORT
Bias: BULL on GOLD
Owned: No
2006-07-20 TOP PICK Hudbay Minerals Inc.
HBM-T 		Michael Smedley Zinc producer. Trading around 4 X next year's earnings. Extremely well run. Has a great future. Getting rid of all their debts.
 Price: $14.350
Subject: CANADIAN
Bias: OPTIMISTIC
Owned: Yes
2006-05-01 BUY Hudbay Minerals Inc.
HBM-T 		Jean-Francois Tardif Zinc producer. The price of zinc has tripled over the last two years. If zinc stays were it is, the stock is trading at around 2.5 X earnings which is extremely cheap.
 Price: $13.800
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on GOLD
Owned: Yes
2006-08-08 DON'T BUY Breakwater Resources
BWR-T (Dead) 		Jean-Francois Tardif Zinc producer with a little bit of gold. A very high cost company. Making a lot of money now, about $.06/.07 a share making it a cheap stock. He prefers Hudbay Minerals (HBM-T) which is lower cost production and lower risk.
 Price: $1.240
Subject: ALTERNATIVE STRATEGIES
Bias: BULL on ENERGY & GOLD
Owned: No
2006-12-28 STRONG BUY Hudbay Minerals Inc.
HBM-T 		Peter Hodson Zinc producer that has done a fabulous job. Still one of the cheapest stocks on the TSE. Too cheap not to own.
 Price: $21.800
Subject: GROWTH STOCKS
Bias: OPTIMISTIC
Owned: Yes
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