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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-29 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.


Price: $0.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: _N/A
2014-08-29 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.


Price: $0.020
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: _N/A
2014-08-29 PARTIAL SELL Apple
AAPL-Q
Jennifer Radman

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 


Price: $102.500
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Abbott Labs
ABT-N
Jennifer Radman

Doesn’t follow this one too closely. Recent reports indicate they are doing a lot of things to restart their growth.


Price: $42.240
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 BUY Aetna Inc.
AET-N
Jennifer Radman

This is an area in the healthcare space which is showing pretty good valuations across the board. The whole group is at pretty compelling valuations. A decent stock to own.


Price: $82.130
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 PAST TOP PICK Avigilon Corp
AVO-T
Robert McWhirter

(A Top Pick Aug 2/13. Down 0.32%.) Sold his holdings at about $31. A year ago, it was growing like crazy but also producing free cash flow. The company then hired a ton of sales people to help their growth, so their expenses went up. Thinks it is a buying opportunity. Likes the underlying technology, and extremely high definition security system and they have new software that ties it all together.


Price: $18.550
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 BUY Bank of America
BAC-N
Jennifer Radman

Trading at 85% of tangible BV. Seem to be doing a better job and things are improving. The big litigation seems to be out of the way. A good sector to be in and this one should do well over the next few years.


Price: $16.090
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 PAST TOP PICK Brookfield Properties Corp.
BPO-N (Dead)
Jennifer Radman

(A Top Pick Sept 20/13. Up 30.18%.) This has now been absorbed into the parent. She had actually sold her holdings. Hasn’t really had any exposure to the REIT sector, except for this one, over the last several years.


Price: $20.550
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 BUY CitiGroup
C-N
Jennifer Radman

Trading at a pretty good discount to its tangible BV. This has grown every single quarter since the beginning of 2010. Have done a very good job of taking the problem assets down and selling them out of Citi holdings. ROE will likely trend higher.


Price: $51.650
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 PAST TOP PICK Celestica Inc
CLS-T
Robert McWhirter

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.


Price: $11.960
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 PAST TOP PICK Chevron Texaco
CVX-N
Jennifer Radman

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.


Price: $129.450
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 PAST TOP PICK Counsel Corporation
CXS-T
Robert McWhirter

(A Top Pick Aug 2/13. Down 16.69%.) This has been a disappointment, however this is a reasonable opportunity, but he would not buy it today.


Price: $1.700
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 TOP PICK Delphi Energy Corp.
DEE-T
Robert McWhirter

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.


Price: $4.530
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 COMMENT DHX Media
DHX-T
Robert McWhirter

Children’s media and entertainment. The advantage is they have a library that can be used for children. Also, have significant government incentives federally and provincially, allowing them to build up their library of programs at almost no cost. Continues to grow by acquisition. Their target is to grow big enough to be acquired. Earnings are forecast to grow from $.09 to $0.28 in 2014 and 19% growth in 2015.


Price: $7.610
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Electrovaya Inc.
EFL-T
Robert McWhirter

Lithium batteries. Stock has pulled back significantly since mid June. Management still thinks opportunities are still pretty good for cars, but are really excited about the opportunity for backup power and smoothing the power grid, particularly in the UK. If that unfolds as expected, this would be a very interesting opportunity. The problem is that there is no one really following this company from an earnings viewpoint, so it is difficult to get a feel for it. If they are successful beyond cars, this offers a good opportunity.


Price: $0.930
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 DON'T BUY Callaway Golf
ELY-N
Jennifer Radman

The stats on rounds of golf played in the US have really gone down. This company has new technology and people aren’t adopting it. They have really struggled and there is quite a bit of inventory. Not a very cheap stock. PE of 48X.


Price: $7.610
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT EMC Corp
EMC-N
Jennifer Radman

The big kicker here is that there are some activists shareholders involved. VMware is the crown jewel that is growing at 20%. Management is arguing that it is a strategic fit, but the other side is saying they are better off being split up.


Price: $29.530
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Ensign Resource Service Group
ESI-T
Robert McWhirter

Oil/gas service. He favours some of the other names. It ranks 277, so it is in the top 3rd of his database. 17X PE. Earnings are virtually flat for 2014 versus 2013, but are expected to snap back to 38% earnings growth in 2015. Assuming they can deliver the numbers in the coming year, he thinks there will be an improvement in his Quant ranks.


Price: $16.310
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Evertz Technologies Ltd.
ET-T
Robert McWhirter

Decent dividends which has been raised over time. Ranks 36, top 5% of his database. 2014 earnings are expected to grow by 9% and to accelerate by 14% next year.


Price: $17.490
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 PAST TOP PICK FedEx
FDX-N
Jennifer Radman

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.


Price: $147.880
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Flyht Aerospace Solutions
FLY-X
Robert McWhirter

Blackbox for airplanes, which operates on a satellite communication system. They continue getting contracts. The market is expecting progress with regards to the Chinese market whose government have announced that by the end of 2016 all planes must have a similar system in them. Extremely interesting because of the recurring revenue model.


Price: $0.420
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 HOLD Gildan Activewear Inc.
GIL-T
Robert McWhirter

Ranks in the top 5% of his database. Earnings are expected to grow 19% in 2014 and 13% in 2015. Reasonable PE of 23%, well above normal. They continue to grow by 1) acquisition and 2) by internal expansion. Thinks it has a great outlook by moving into areas beyond T-shirts.


Price: $62.340
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT IBC Advanced Alloys
IB-X
Robert McWhirter

Recently sold his holdings, but continues to hold warrants. Their system uses beryllium allowing them to cast aluminium rather than boring it. Looking for a contract with Lockheed (LMT-N) for fighter jets.


Price: $0.190
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 DON'T BUY J.C. Penney
JCP-N
Jennifer Radman

She likes to buy companies that are in a bit of trouble or are facing challenges. However, some challenges are a bit bigger than what she would like, and this is what is going on here. Retail in general has been a very tough, competitive environment. You really haven’t seen the consumer come back very much. This company is still in the stage of working through a transition, and a pretty big one at that.


Price: $10.800
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 HOLD KKR & Co. LP
KKR-N
Jennifer Radman

This is a long-term Hold. There are 3 revenue generating lines, which seem to be trading at a pretty good discount to where they should be. The whole financial sector has not been doing very well. Feels they are in a very good position. There will be a lot of cash coming back to shareholders in the next little while. There is a 3% yield on their recurring revenue base.


Price: $23.490
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 COMMENT Long Run Exploration
LRE-T
Robert McWhirter

Doesn’t follow this one intimately, but it ranks 199, top one third of his database. Recent earnings were down 70% year-over-year. The coming quarter is supposed to snap back 36%. Looks like a reasonable opportunity with a two-year timeframe.


Price: $5.270
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Magna Int'l. (A)
MG-T
Robert McWhirter

Thinks there is great opportunity for this company. Ranks well in his Quant model. Earnings growth is forecast at 19% this year. 1.3% dividend yield.


Price: $123.280
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 BUY Norfolk Southern
NSC-N
Jennifer Radman

Looking at the industrial sector overall, rails are the place to be. Have been doing well with a lot of energy projects. From a valuation perspective, you are still good to own the shares.


Price: $107.000
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 TOP PICK Onex Corp
OCX-T
Jennifer Radman

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.


Price: $63.310
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 TOP PICK Parkland Fuel Corp
PKI-T
Jennifer Radman

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.


Price: $20.670
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 TOP PICK Prometic Life Sciences Inc.
PLI-T
Robert McWhirter

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.


Price: $1.480
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 TOP PICK Questor technology
QST-X
Robert McWhirter

Incinerators. There is an advantage from an environmental as well as a legislative viewpoint. Earnings were up 58%, and the cash flow was up 112%. Earnings are expected to grow really well. Thinks it will do really well over the coming 12 months.


Price: $4.320
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 COMMENT Route 1 Inc.
ROI-X
Robert McWhirter

It is like watching paint dry as it trades between $0.04 and $0.05. Has been profitable, which is very good for a small company. Their product is an equivalent of a memory stick i.e. you put it in your computer giving you access to your other computers anywhere in the world. The US government is continuing to roll the product out. Thinks there is testing going on in the UK with the banking community. If they were to sign a significant contract, there would be a dramatic improvement for their outlook.


Price: $0.035
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Yes
2014-08-29 HOLD Schlumberger Ltd.
SLB-N
Jennifer Radman

A lot of the energy services companies are going to do very well and this is a leader in the space. Feels this is a very long term trend in the development, especially in the US and Canada, which has very stable political jurisdictions.


Price: $109.640
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Stryker Corp.
SYK-N
Jennifer Radman

In valuations, they are at the lower end of the group. There are a few factors going on, more industry-specific. You would think there was a very good demand from an aging population, but you are also getting all the change within the industry, where there are larger buying groups. With the valuations where they are, this is okay, but you’re not getting a fabulous deal. Pretty good company and a pretty good stock to own. Trading at 17X forward earnings.


Price: $83.310
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT TransForce Inc.
TFI-T
Robert McWhirter

Ranks barely in the top quarter of his Quant model. Year over year earnings growth were up 27% in the coming quarter. 15.6X PE against the 21% earnings growth. Assuming that the economic outlook for 2015 continues to be robust, this looks like a reasonable bet.


Price: $27.990
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 COMMENT Trimel Pharmaceuticals
TRL-T
Robert McWhirter

Working on an application of testosterone. In the current method you have to be extremely careful using it. This is a nasal application. If successful, it will be beneficial. There seems to be a debate of testosterone supplementing for men, which seems to have died down a little. There will be a reasonable opportunity to get the results over the next 6 months. Lost $0.27 last year, which is improving to a loss of $0.11 this year. If they are successful, the stock could be quite significant. Very speculative.


Price: $0.470
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 PARTIAL SELL Twitter, Inc
TWTR-N
Jennifer Radman

This is a stock where there is a lot of speculation. You have good growth in users and a lot of that is reflected in the valuation. They haven’t actually made money yet. She prefers more established companies where they are going through a temporary challenge. This is not a stock that she would even look at. If you own, consider taking money off the table.


Price: $49.750
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 TOP PICK Varian Medical Systems
VAR-N
Jennifer Radman

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.


Price: $85.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 COMMENT Vecima Networks Inc.
VCM-T
Robert McWhirter

Has been long on promise and short on delivery until very recently. Looks like they are finally getting their act together. Ranks 19, top 3% of his database. Earnings growth was up 70% year-over-year. Earnings are expected to grow from $0.51-$0.62 in 2014. Pretty good opportunity for the stock.


Price: $8.450
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: Unknown
2014-08-29 BUY Verizon Communications
VZ-N
Jennifer Radman

Really likes this for the cash flow yield and the story where, if you look at companies and their peers in this space, they are very good at taking the money investors give them and making a return. They were a leader in 4G development and a lot of their competition has caught up, and she bought into the weakness because of their strong history of being the leader. Also, there is a lot of movement in the global telecoms space. If you look at the margins in the US for data, etc., versus those in Europe and other countries, there is some consolidation. Good defensive type stock. 4.3% dividend yield.


Price: $49.820
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 BUY Whirlpool Corp
WHR-N
Jennifer Radman

This screens well on the things that she looks for. There is a compelling valuation, a good balance sheet and good margins. With the improvements you are seeing in the US and people spending, this is a pretty good name to own.


Price: $153.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 WATCH Yum! Brands
YUM-N
Jennifer Radman

The thing to watch out for on this is speculation that they might get involved in the whole Burger King/Tim Hortons thing from a tax perspective. You might get the shares bid up a little bit on speculation, and she usually stays away from these scenarios.


Price: $72.430
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price: $0.020
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: _N/A
2014-08-28 WEAK BUY A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price: $0.020
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 SELL Apple
AAPL-Q
Darren Sissons

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 


Price: $102.250
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 PAST TOP PICK Apple
AAPL-Q
Don Lato

(A Top Pick Aug 26/13. Up 45.52%.) Thinks Sept 9 is going to be a big deal. We are going to see some new products and are also going to see a new business or two. Thinks they still have the brightest and best research department in all of technology. Had more cash allocated to research over the last 2-3 years. If you don’t own, he would buy half now and half after Sept 9th.


Price: $102.250
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 SELL AutoCanada Inc.
ACQ-T
Don Lato

Reported their earnings about 2-3 weeks ago which were a little disappointing. This has been a great performer over the last couple of years. One concern is what they are paying for their new businesses. They might be pushing the envelope a little bit too hard. The low hanging fruit has already been taken. In a rollup model you have to keep that momentum going, so you might end up taking your eye off the valuation a little. He passed on this one.


Price: $66.700
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 WEAK BUY Bank of America
BAC-N
Darren Sissons

As they make more profit, the government will continue to take a little bit of money off them.  A change in government might change that.  These big money center banks will continue to grow.  Get the US banks on the downside and ride them up.  This one is a bit risky for him, however.


Price: $16.010
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 BUY Bank of America
BAC-N
Don Lato

The outlook for this is fairly positive. They have had everything but the kitchen sink thrown at them, in terms of fines and penalties and recovery of the financial crisis several years ago. Trading at 10-11 times earnings and paying a fairly decent yield. He prefers the Canadian banks.


Price: $16.010
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 TOP PICK BB&T Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.


Price: $37.180
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 TOP PICK BP PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.


Price: $47.920
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 DON'T BUY Blackstone Group LP
BX-N
Darren Sissons

He would avoid it due to the structure.  (See KKR-N today)


Price: $33.340
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 COMMENT Canadian Imperial Bank of Commerce
CM-T
Don Lato

Is it more desirable to buy a stock directly before or after a stock split? It really doesn’t matter. If you buy it before the split, chances are you are probably going to pay a smaller commission because you are buying fewer shares. As far as he is concerned, he would be buying a business, and it would be valued the same as it was before a stock split.


Price: $103.230
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 PAST TOP PICK Canadian Natural Rsrcs
CNQ-T
Don Lato

(A Top Pick Aug 26/13. Up 51.67%.) Spent a good part of 2013 in the penalty box. A very, very well-managed company. Diversified across natural gas, heavy oil and light oil. Growing dividend and growing production. This is still a Buy at current levels.


Price: $46.720
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 BUY Cequence Energy Ltd.
CQE-T
Don Lato

Sold off from about $3 early in the spring. Came down initially with some of the natural gas stocks coming off on lower natural gas prices. However, they also had a couple production hiccups as well. Have focused their efforts on the Montney. Trading at just over 4X cash flow. This has big potential.


Price: $2.310
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 DON'T BUY Deutsche Bank AG
DB-N
Darren Sissons

They have had a number of challenges.  He does not think the EU banks had received direct injection of funds.  The UK offers better opportunities.  Be careful on continental Europe.


Price: $34.400
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 WATCH Diageo PLC
DEO-N
Darren Sissons

Growth by acquisition story.  Now he asks, what is left to buy.  It will become more of an organic story going forward.  Once the market has digested that and once they pay down debt, there may be room to raise the dividend.


Price: $119.390
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
Showing 1 to 60 of 131,340 entries
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