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

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Date Signal Company Expert Opinion Price
2016-02-08 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  You are better to put money in the market when the market is down 1.57% (a statistically calculated amount), such as on a day like today.  He thinks the Fed will suggest they won’t increase interest rates in March.  If we are going into a moderate recession, the US market is not down, even if the rest of the world is.  At some point this year we might see the S&P at the 16-17 hundred level.  The S&P could go up 10%, or it could lose.  This earnings season is far better than expected.  The top line growth, however, has been declining for a year, plus.  Best case scenario the market goes sideways, but there will be trading opportunities.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-02-08 COMMENT A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

What ETF for Canadian TSX exposure.  ZCN-T is the entire Canadian TSX.  XIC-T is the entire TSX and VCE-T is the MSCI Canada version of the index. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 WAIT A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Oil.  He thought it would bottom in the $40s, not the $20s.  He got in early.  He is not inclined to do more at present.  There could be bankruptcies in the oil space in North America.  If you have not stepped in, then wait.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-02-08 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Markets.  The S&P should post its biggest earnings decline in 7 years.  The forecast for 2016 is for an over 3% decline.  This should lead to a decline in US employment.  There is a potential for a decline in the US economy.  The NASDAQ is at a 15 month low.  Many stocks are trading at high PEs.  He expects a broad decline in the US markets.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: _N/A
2016-02-08 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  How to make Smart Monthly Withdrawals.  0.8% is the monthly average return of the S&P over history.   Look at the percentage difference between the current S&P price and the 21-day moving average.  If the current monthly return is twice as much as the average monthly return, it is time to take money out of the market.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-02-08 DON'T BUY AutoCanada Inc.
ACQ-T
Robert McWhirter

People are concerned about declining car sales and about the ability for lenders to be happy to lease or loan for autos.  Most recent earnings were down and forecasted lower this year.  If they deliver earnings growth it is a good deal.  He is cautious on whether they can deliver good earnings.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 TOP PICK Agnico-Eagle Mines
AEM-T
Robert McWhirter

It has been a star recently.  It is a gold company that pays a dividend.  There is 10% trailing cash flow so lots of room to increase the dividend.  2.3% free cash flow.  PE is .38.  It is one of the few gold companies with attractive fundamentals going forward.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 DON'T BUY Ag Growth International Inc
AFN-T
Robert McWhirter

Earnings estimates chopped by 22%.  Analysts are still optimistic for a 46% growth in the second half of this year, but he is not positive given that earnings are currently down 69%. 


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY Alamos Gold Inc
AGI-T
Robert McWhirter

He has a quarterly, weekly and daily buy signal in gold.  He is generally optimistic across all gold stocks.  If the price of gold moves up you will see a significant earnings revision.   This one has a huge leverage to gold.  Hold it for two years, or get an ETF or one of his top picks.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY Algonquin Power & Utilities Corp
AQN-T
Robert McWhirter

It is like one of his three Top Picks.  They have long term power purchase agreements, a 4.2% secure dividend.  Most recent earnings have been increased 16 percent this year, 20% next year.  People have confidence in this and other renewable energy companies.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 BUY Amaya Gaming Group Inc.
AYA-T
Robert McWhirter

Analysts are forecasting earnings growing to $2.33, up 61% from last year.  PE is 8 times. 


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY BCE Inc.
BCE-T
Robert McWhirter

They recently reported earnings and they were positive.  They raised the dividend.  Rogers did not raise their dividend.  BCE-T is ranked in the top 15% of their database.  There is a good opportunity to grow the dividend.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 TOP PICK Boralex Inc.
BLX-T
Robert McWhirter

940 Megawatts of power in three countries.  3.5% yield and a reasonable payout.  Earnings estimates were cranked up by 14% in the last 90 days.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 BUY CRH Medical Corp.
CRH-T
Robert McWhirter

They have gone through some lumps.  Analysts are expecting earnings growth of 69%.  It looks like they finally turned the company around.  14 times PE. 


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 PAST TOP PICK Constellation Software Inc.
CSU-T
Robert McWhirter

(Top Pick Mar 19/15, Down 0.74%) The sale worked out well and one of his stop losses kicked in and he sold.  He is continuing to watch it before repurchasing.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 BUY DirectCash Payments Inc
DCI-T
Robert McWhirter

The dividend is secure.  They have a 12% fee cash flow return.  Earnings are forecast to improve from -.22 to a loss of .10 this year and improve next year.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 WAIT Eurocontrol Technics Group Inc
EUO-X
Robert McWhirter

He is waiting to see how they are making out with market reaction to the semiconductor inspection device as well as potential acquisition.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 BUY Flyht Aerospace Solutions
FLY-X
Robert McWhirter

Keeping track of the time during takeoff and landing is most important.  You don’t have to find the plane after it disappears off the radar screen in order to get its black box data.  It is 85% a recurring revenue model.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Healthcare Leaders Income Fund
HHL.UN-T
Larry Berman CFA, CMT, CTA

They have a covered call strategy that increases yield.  He mistakenly suspected last week that they were returning capital.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 BUY ICICI Bank Ltd.
IBN-N
Larry Berman CFA, CMT, CTA

He does not know the market space there, but loves the marketplace and the demographics.  One of the largest banks in India has to participate in the growth.  Don’t average down to more than a 5% holding.  He is okay adding to it.  He does not know if this has bottomed yet.  India should outperform over the next number of years.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 DON'T BUY Intermap Technologies
IMP-T
Robert McWhirter

(Market call Minute) They just landed a large contract but near term earnings are not going to grow.  People are looking for the contract to pan out for them.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 DON'T BUY Lake Shore Gold
LSG-T
Robert McWhirter

It is being taken out.  He thinks you will see more of this action in the sector.  He would not buy today.  Consider his Top Pick today in gold.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 SELL 3M Co.
MMM-N
Larry Berman CFA, CMT, CTA

XLI-N is the entire industrial space in the US including MMM-N if you want to keep it in US$.  If you look at oil prices over the next few years then the CAD$ won’t go above .80 or .90, but you have to weigh this against the return of the stock.  ZWA-T is hedged and has the same exposure.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 BUY Orbite Aluminae
ORT-T
Robert McWhirter

They are looking at extracting a number of materials from Quebec clay and are currently importing alumina from the Caribbean to be converted in plants here.  If they can bring their process to market for treating ‘red mud’ it will be a real benefit to the stock price.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT Photon Control
PHO-X
Robert McWhirter

(Market call Minute) They have a big bundle of cash and are looking to acquire something.  It is a very cyclical business and if it turns out people aren’t buying as many smart phones then it will be a challenge for them.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY RDM Corporation
RC-T
Robert McWhirter

A small cap company in the financial services area.  They are the originators of taking a picture of a cheque.  They recently increased their dividend.  This is a high ROE stock.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 BUY Transalta Renewables
RNW-T
Robert McWhirter

8.7% yield.  An above average yield signals caution.  They are paying out more than their earnings, but it is 60% of trailing cash flow, the difference being depreciation.  PE is 15 times so it looks like the dividend is reasonably secure.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 TOP PICK Saputo Inc.
SAP-T
Robert McWhirter

Cheese, Yogurt, and Dairy.  1.5% dividend, 25% payout.  A 12% earnings surprise.  There is a pretty good opportunity for this stock going forward and it is a safe heaven.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 DON'T BUY Stantec Inc
STN-T
Robert McWhirter

(Market call Minute) Ranks 92 out of 700 stocks in his model.  There was concern about their past ability to acquire contracts.  It is a bit expensive.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 PAST TOP PICK Tecsys Inc
TCS-T
Robert McWhirter

(Top Pick Mar 19/15, Down 23.18%) A hospital cart helps with automatic reordering as well as ensuring all consumables are billed to the patient.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Yes
2016-02-08 BUY TSO3 Inc
TOS-T
Robert McWhirter

An interesting method of sterilizing medical equipment.  They are now seeking FDA approval for sterilization of ‘the sake’ for those over 50.  There are more details coming out tomorrow.  The debt level is low.  It is part of the fight against super bugs. 


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 PAST TOP PICK Valeant Pharmaceuticals
VRX-T
Robert McWhirter

(Top Pick Mar 19/15, Down 51.28%) You should have a stop loss on any stock.  There were concerns that drug prices would have to be reduced, they have reduced R&D spending, the CEO has health problems, short selling and there were concerns with their relationships with insurance companies.  He thinks there is a good opportunity for the company.  It could be re-acquired when things settle out later this year.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: No
2016-02-08 BUY Yamana Gold Inc.
YRI-T
Robert McWhirter

He is keen on the long term US base price of gold.  It is advantageous if you are a miner in Canada.  They have a slight improvement to their loss estimate for earnings last year.  If gold moves up in price you will see an increase in expectations.  You might consider an ETF for diversification, however.


Price: $0.000
Subject: GROWTH & INCOME
Bias: BEARISH
Owned: Unknown
2016-02-08 COMMENT BMO Equal Weight Utilities Index ETF
ZUT-T
Larry Berman CFA, CMT, CTA

ZWU-T vs. ZUT-T.  ZUT-T is equal weight utilities in Canada.  ZWU-T is 80% Canada and utilities also include pipelines and telcos and it has a covered call overlay. He prefers this because it is more diversified and has the covered call overlay.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-08 BUY BMO Europe High Dividend Covered Call Hedged to CAD ET
ZWE-T
Larry Berman CFA, CMT, CTA

European good quality dividend paying stocks with a covered call overlay.  It is a fine way to play in a defensive market.  This is the way to do it as they hedge the currency risk out.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-02-08 BUY BMO Covered Call Utilities ETF
ZWU-T
Larry Berman CFA, CMT, CTA

ZWU-T vs. ZUT-T.  ZUT-T is equal weight utilities in Canada.  ZWU-T is 80% Canada and utilities also include pipelines and telcos and it has a covered call overlay. He prefers this because it is more diversified and has the covered call overlay.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-02-05 N/A A Comment -- General Comments From an Expert
A Commentary
Allan Meyer

Markets. We are in a lower growth environment and people are going to have to ratchet their expectations down. The Canadian market has been dramatically affected by the oil price, not only affecting the auto sector, but bank stocks as well. Thinks we are in to a new era where we have a lower growth. We are in an aging demographic where people are saving more. He loves dividend paying stocks. Rather than the volatility, he prefers more of the good old steady Eddie, and dividends are a big focus for him. Likes technology for finding safe value companies, especially in the US.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: _N/A
2016-02-05 COMMENT A Comment -- General Comments From an Expert
A Commentary
Allan Meyer

High-yield ETF Bond Funds such as XHY-T or ZHY-T? These have come under a lot of pressure recently because 20% of these funds are in oil/gas related industries, and there is a lot of concern that these companies are going to fail and not be able to make their payments on their debts. He has not seen any evidence of that. Default rates are not anywhere near high levels. This is an area that could do significantly better if oil prices stabilize.


Price: $0.020
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-02-05 WAIT Barrick Gold
ABX-T
Hap (Robert) Sneddon FCSI

This will be volatile. Gold responds more to currency fluctuations than anything else. It is a bit of a myth that gold is an inflation hedge. The concern he has is that there could be some big currency moves out of China. A lot of producers tend to move ahead of the commodity by 3-4 months. He would wait for the gold producers to come back. Thinks this will be higher 3 months from now.


Price: $16.190
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT Altagas Ltd
ALA-T
Allan Meyer

They have more and more operations trying to ship LNG out of the West Coast of the US. Nothing wrong with the company. This has been lumped in with the energy sector, so seems to have been hurt by that comparison. Have long “take or pay” contracts, so the operations are very stable. Prefers Inter Pipeline (IPL-T). Great yield of 6.25%.


Price: $31.700
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2016-02-05 HOLD Algonquin Power & Utilities Corp
AQN-T
Allan Meyer

(Market Call Minute.) Doesn’t know this one very well.


Price: $11.980
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-02-05 BUY Aecon Group Inc
ARE-T
Allan Meyer

(Market Call Minute.) Safe and would buy it.


Price: $14.270
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-02-05 DON'T BUY Bank of America
BAC-N
Hap (Robert) Sneddon FCSI

Thinks banks are going to have a tough time. They ran up in anticipation of higher interest rates, but that has now been put in doubt. $15.40 is the point of resistance, and currently we are in no man’s land until we get there. Banks would not be the first place he would look.


Price: $12.950
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2016-02-05 COMMENT Brookfield Asset Management (A)
BAM.A-T
Hap (Robert) Sneddon FCSI

A really good name. Trying to form a base at around the current level. These guys are really good at being alternative asset managers. Watch for levels for finding support. Make sure it holds the level where it is at and doesn’t go lower.


Price: $40.090
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2016-02-05 BUY BCE Inc.
BCE-T
Allan Meyer

Just reported and are increasing their dividend. This stock almost fits everybody. Great business and good management. Yield of 4.7%.


Price: $58.160
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Unknown
2016-02-05 BUY Bird Construction Income Fund
BDT-T
Allan Meyer

(Market Call Minute.) This is engineering and there is going to be more money coming from the federal government into this area.


Price: $11.950
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-02-05 COMMENT Cameco Corporation
CCO-T
Hap (Robert) Sneddon FCSI

Has a $12.50 target on this. Wouldn’t be surprised if the stock gaps down tomorrow. This is certainly going to be volatile.


Price: $17.160
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2016-02-05 DON'T BUY Crescent Point Energy Corp
CPG-T
Allan Meyer

They had said their dividend was safe, and then followed that by cutting it. Based on where we are with current oil prices, they may have to cut the dividend again. At these levels they are barely covering their cash costs, and are not able to spend enough money on maintaining their production to capital expenditures.


Price: $15.150
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT Crescent Point Energy Corp
CPG-T
Hap (Robert) Sneddon FCSI

In his view this as a bit more of a conservative energy stock. Chart shows a double bottom (August and January), which is quite interesting. That is where the market has seen value. You are probably going to find resistance right where we are right now. This is not a bad place. Dividend yield of 7.9% is a little high.


Price: $15.150
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT Canadian Solar Inc.
CSIQ-Q
Allan Meyer

Solar panel manufacturer. A Canadian company with operations in Canada, but is basically a US company. They get a lot of their product out of China. However, there are a lot of strange cross currents. Very difficult to get information on this company. Very volatile.


Price: $19.440
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-02-05 PAST TOP PICK Dominion Diamond
DDC-T
Allan Meyer

(A Top Pick May 14/15. Down 32.85%.) Sold his holdings at $20, so his clients made money.


Price: $15.650
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT Emera Inc
EMA-T
Allan Meyer

Ranks well in his program, but so far they haven’t had much earnings growth. Prefers others. Dividend yield of 4.2%.


Price: $45.960
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT First Quantum Minerals
FM-T
Hap (Robert) Sneddon FCSI

This is a space that is down and out, and is really impacted in the short term by its relationship to the US$. Chart shows a little rounding bottom and he expects resistance at around the $5 level.


Price: $3.930
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT Hydro One
H-T
Allan Meyer

He stays away from new issues. It’s an area where you have increased risks. There is no history with management or how it is going to react in the market. Doesn’t rank well in his program being in the bottom quartile, partially because it doesn’t have any history.


Price: $23.120
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT Inter Pipeline
IPL-T
Hap (Robert) Sneddon FCSI

Energy as a whole will be volatile, but the 1st place we are going to see a sort of safer bid will be in a pipelines. Chart shows a recent small nascent break to the upside which is very positive. He would look at this on a short-term basis, and then add to it if it proves itself based on that trend. Dividend yield of 6.8%.


Price: $22.690
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2016-02-05 DON'T BUY Kelt Exploration
KEL-T
Allan Meyer

Thinks oil is close to a bottom and you can start picking your favourites out, but he would not be buying oil/gas companies right now. We still have an extended period of time, maybe the rest of the year, before we have a sustained movement up. This is not a bad company and has a decent track record, but these companies are not making money.


Price: $3.750
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: No
2016-02-05 COMMENT LinkedIn Corporation
LNKD-N
Hap (Robert) Sneddon FCSI

Had a dramatic 43% drop today. It is a tough call, but this could be where it settles in. If you want to try and trade this, the best thing you could do is keep this low of the day sacrosanct. It is really difficult to try to trade this for some short move.


Price: $108.380
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2016-02-05 TOP PICK Linamar Corp
LNR-T
Allan Meyer

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.


Price: $52.720
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-02-05 PAST TOP PICK Magna Int'l. (A)
MG-T
Allan Meyer

(A Top Pick May 14/15. Down 31.18%.) Even though there has been a significant drop in the share price, he doesn’t have a Sell signal from analysts decreasing their earnings estimates. Trading at around 7X earnings and has a very low debt to equity. Still a Buy.


Price: $45.480
Subject: CANADIAN & ETF's
Bias: UNKNOWN
Owned: Yes
2016-02-05 COMMENT Magna Int'l. (A)
MG-T
Hap (Robert) Sneddon FCSI

The chart shows no place to hang your hat on. There is a downtrend from November. It broke that at around $58 and then continued down to the $45 range. What you want to see is backfilling up to the $58 level. If we don’t see it holding in at $44, there is probably going to be some more downside pressure.


Price: $45.480
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
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