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

Recent Opinions

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Date Signal Company Expert Opinion Price
2015-03-26 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Young

Markets.  The market looks expensive.  Western Canada had been the driver in Canada.  The manufacturing base in Ontario is not robust enough to make up for it.  Things that are low risk in earnings are just too expensive and the cheap ones are tied to Western Canada.  In the last couple of years we had weak Q1s and then it got better throughout the year – maybe this year.  He looks at anything that pays a dividend.  Some are more bond-like.  Others pay little but have much more ability to grow the dividend over time.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: _N/A
2015-03-26 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Jeff Young

Food Stocks.  He does not have any exposure.  It is overvalued relative to its growth prospects.  It is a very competitive environment.  Maple Leaf (MFI-T) looks the most interesting, however.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 N/A A Comment -- General Comments From an Expert
A Commentary
Benj Gallander

Banks.  If you have a sell target you might want to stick with it.  They are generous in their dividends.  There is potential upsides if they look at splits.  When the banks are looking at deals like the Ivory Coast like National is, it often means they are going to start getting into trouble.  When they look at having higher returns it is also an indicator of difficulties.  They don’t interest him.  Prefers American Banks.


Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2015-03-26 N/A A Comment -- General Comments From an Expert
A Commentary
Benj Gallander

How to Pick AGMs to attend.  He goes to ones he is interested in so he can evaluate management.  He usually goes to ones that are not doing well and then he keeps going if he buys.  An excellent art of due diligence.  There is also free food sometimes.  He also talks to CEOs before or after AGMs.


Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: _N/A
2015-03-26 N/A A Comment -- General Comments From an Expert
A Commentary
Benj Gallander

Markets.  Low oil prices eventually bleed through into economies and it is a huge plus.  The economy will do that much better than it would otherwise.  He has been looking at a lot of oil and gas but he has not played it well so far.  Oil and gas is about as out of favour as you can get and that makes it contrarian investing. 


Price: $0.020
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: _N/A
2015-03-26 DON'T BUY Apple
AAPL-Q
Benj Gallander

He thought APPL would get creamed at some point but overall it has continued to go up.  Tech companies do get beaten down at some point.  You have to keep coming back with sexy products.  He thinks it is crazy that they took on more debt when they had so much money in the kitty.  Tech companies do get beaten up at some point.


Price: $124.240
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Unknown
2015-03-26 WATCH AutoCanada Inc.
ACQ-T
Jeff Young

It’s a good business model.  The numbers looked good but the outlook was bleak in the last report.  Some of the issue is weather-related (East Coast).  They need to do more acquisitions and they need to be outside of Alberta.  They may use this opportunity to buy some dealerships that were not going to sell previously.  He will add to it eventually.


Price: $33.170
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 PAST TOP PICK AgJunction Inc
AJX-T
Benj Gallander

(Top Pick Apr 4/14, Down 17.02%) They are looking at a merger with a company of equal size.  They will double in size and loose a little bit of money.  They say this will help them with more excellent technology in the agricultural technology space.  They are moving from about 72 Million to 120 Million shares so that is quite a bit of dilution and will affect his target price.  They have a clean balance sheet and money in the bank.


Price: $0.780
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 SELL Armtec Infrastructure
ARF-T
Benj Gallander

It is unlikely they will continue.  They are in dire, dire straits and are shopping the company around.  Thinks they will be delisted and shareholders will get nothing.  They had too much debt and got hit by the recession.


Price: $0.025
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Unknown
2015-03-26 TOP PICK Alacer Gold Corp
ASR-T
Benj Gallander

Lots of money and no debt and they are expanding their copper deposit.  Companies have been looking at them and they could get possibly taken over at some point.


Price: $2.680
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 SELL Amaya Gaming Group Inc.
AYA-T
Benj Gallander

Does not know about the spin-off.  They are being looked at by regulators, questions about insider trading and at some point there could be some nasty articles about the corporation and what they have done.  When you deal with the gaming sector, there are some people that can be less savory than others. 


Price: $28.100
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2015-03-26 WATCH Brookfield Asset Management (A)
BAM.A-T
Jeff Young

Likes it for the longer term.  Might be susceptible to a market pullback.  They are looking at more investment in Brazil and Europe.  Don’t rush in at this point.


Price: $66.490
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 COMMENT Bombardier Inc (B)
BBD.B-T
Jeff Young

A tough call.  It is about the ‘C’ series catalyst.  They are 80% of the way through the testing.  If they finish by end of year they can get a few more orders.  It is a cheap stock but very much a show-me story.  The Paris air show is coming up and they might get some orders out of that also.


Price: $2.510
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 WATCH Bombardier Inc (B)
BBD.B-T
Benj Gallander

They had difficulties 10 years ago.  Then recently they took on extra debt and the ‘C’ series was delayed.  He had been pessimistic all this time and felt they would do an equity raise.  In this case he was right.  They took on more debt and the balance sheet is ugly.  He recommends waiting for more risk to come off even though the upside will remain the same.  They are, however, a leader in the field.


Price: $2.510
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2015-03-26 WAIT BCE Inc.
BCE-T
Jeff Young

Recently sold it because he thought it was overly expensive.  A good, safe yield.  There are some CRTC issues but he does not think they are meaningful to the stock price.  $50ish is a good re-entry point.


Price: $53.340
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 TOP PICK Baytex Energy Corp
BTE-T
Jeff Young

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.


Price: $20.020
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 TOP PICK Cathedral Energy Services
CET-T
Benj Gallander

They cut their dividend in half.  They cut their capital spending in half.  They cut half their labour cost.  They have a reasonably good balance sheet.  It is a good time to buy in now.  They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.


Price: $2.010
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 DON'T BUY Campbell Soup Company
CPB-N
Jeff Young

Kraft/Heinz deal:  It put all of these companies into play in people’s minds.  But he does not see a lot of value in these names.


Price: $45.040
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 DON'T BUY iShares S&P/TSX Preferred ETF
CPD-T
Jeff Young

Not a huge fan of index, passive investing.  This especially does not make sense in the preferred share market.  You need active management to do it properly.


Price: $15.370
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 PAST TOP PICK Capstone Infrastructure
CSE-T
Benj Gallander

(Top Pick Apr 4/14, Down 2.18%) The regulator came in and said they would lower prices in England.  But they said the dividend will keep going.  Lots of cash in the bank.


Price: $3.670
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 BUY Dream Office REIT
D.UN-T
Jeff Young

Not the most highly regarded trust out there.  Decent exposure to Calgary office space.  But everyone knows about these concerns.  It has an 8% yield.  The dividend is safe.


Price: $26.260
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 DON'T BUY Detour Gold
DGC-T
Benj Gallander

Does not follow any more.  He has never been close to buying it.  He owns 4 other gold companies.  He likes the gold sector but never came close to buying into this one.  Most companies in the sector have poor balance sheets. 


Price: $11.080
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2015-03-26 WEAK BUY Dollarama Inc.
DOL-T
Jeff Young

It just won’t quit.  They increased their view of how much they can expand in terms of stores.  It is defensive.  He can’t get over the valuation but clearly it has been going up and still will.


Price: $69.050
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 DON'T BUY Encana Corp
ECA-T
Jeff Young

Gas is the primary driver of this one.  There continues to be lots of gas.  Even if production pulls back it is easy to put it back on.  He can’t see the price of gas going up dramatically.  They had lots of balance sheet issues, but addressed those with an equity raise.


Price: $14.070
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 BUY EnerCare Inc
ECI-T
Benj Gallander

They just raised the dividend 15%, the biggest in their history.  They might increase the dividend again at the end of next year.  He has tremendous confidence in the management.  They have had less customers falling off them recently.  Companies they bought turned out very well. 


Price: $15.550
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 PAST TOP PICK Flextronic International
FLEX-Q
Benj Gallander

(Top Pick Apr 4/14, Up 33.26%) Still likes it a lot.  Recent results were good.  Revenue and income are going up.  They are buying back a ton of shares.  Great comeback from the recession when they were losing money.  They could get taken over.


Price: $12.340
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 WEAK BUY Freehold Royalties
FRU-T
Jeff Young

Oil and gas royalty company.  The attraction is the lower operating risk, but you are still exposed to the commodity price.  It is a call on oil prices.


Price: $18.270
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 TOP PICK First United
FUNC-Q
Benj Gallander

Good financial ratios and capitalization ratios.  If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.  Thinks they will start the dividend this year.  A nicely managed company.


Price: $8.570
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 WAIT Horizon North Logistics
HNL-T
Benj Gallander

He has heard a lot of pessimism.  They got hit but the cutbacks in the north because they supply camps for oil and gas companies and that will hit their bottom line.  A great company for him to follow.  It is a direct oil and gas play.  It is worth looking at but the question is when to buy in.  Perhaps the end of the year with tax loss selling.


Price: $2.470
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Unknown
2015-03-26 PAST TOP PICK IGM Financial Inc.
IGM-T
Jeff Young

(Top Pick May 22/14, Down 9.17%) It was about turning around redemptions.  Earnings have gone up but there was compression of their multiple because of pressure on their fees.  His price target is down a little from last year.


Price: $45.800
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 DON'T BUY Magna Int'l. (A)
MG-T
Jeff Young

They had a 2 for 1 split today.  It should not have a big impact on the price.  It is tied into the US economy.  It is cheap on a PE ratio but it is at the high end of its range.  It is a popular stock and could be susceptible if we get more of a market correction. 


Price: $64.960
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 SPECULATIVE BUY National Bank of Greece SA
NBG-N
Benj Gallander

He sold and lost money on this one.  There is talk of Greece running out of money.  The stock has been diluted tremendously.  This is a dangerous, dangerous company.  It is hard for them to go under and there may be a lot of upside.


Price: $1.310
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2015-03-26 WATCH Noront Resources Ltd.
NOT-X
Benj Gallander

The ring of fire will be years in the making.  Certainly they do have a lot of potential.  When you can buy a potential future asset that could be worth mega millions for $20 million, well that’s what Benj likes to do.  They won’t have earnings right away and people will jump at it.  He doesn’t not buy into companies without revenues.


Price: $0.610
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2015-03-26 BUY Orange SA
ORAN-N
Benj Gallander

Pays a nice enough dividend.  He will sell at $27+.  He needs 100%+ upside for him but his partner bought it.  He is not impressed enough with the upside.  The revenues have been coming down but they say they will go up again.  They have cut costs and are leaders in the market.  He is happy to collect the dividend.


Price: $16.220
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-03-26 DON'T BUY Potash Corp of Saskatchewan
POT-T
Jeff Young

The tax changes were not that meaningful for them.  It will not hurt the dividend.  He is out of the name because of lack of demand and more supply coming on.  Prefers AGU-T but is not in that right now either.


Price: $40.920
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 TOP PICK Pembina Pipeline Corp
PPL-T
Jeff Young

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.


Price: $40.390
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 BUY RioCan Real Estate Investment
REI.UN-T
Jeff Young

Very good, stable stock.  Retail plazas around the country.  Not a ton of growth so they are captive to interest rates.  A high quality company.


Price: $28.880
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 DON'T BUY Sherritt International Corp.
S-T
Benj Gallander

Lots of difficulties.  He did not come away from the AGM with their management.  It could be a success but right now he is just too scared.  They likely won’t go bankrupt but he does not have confidence in their management.


Price: $2.210
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Unknown
2015-03-26 BUY Surge Energy Inc
SGY-T
Benj Gallander

A lot of refiners are going to off line in the spring.  They take a look at their facilities and do clean up.  That should affect the price of oil.  It is moving within a pretty good range.  He is not sure where it is going to go.  He still thinks it will go over $65 before year-end.


Price: $3.240
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Unknown
2015-03-26 WATCH Stella-Jones Inc.
SJ-T
Jeff Young

He sold it on valuation, but the business has done very well.  There is a consolidation going on across North America in that industry.  It is a bit of an illiquid trader as well.  Re-enter below $35.


Price: $39.950
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 PAST TOP PICK SNC-Lavalin Group Inc.
SNC-T
Jeff Young

(Top Pick May 22/14, Down 19.14%) They are going to fight the charges.  The employees left in the company had nothing to do with it so it is a pity to punish them for it.  They are forbidden from bidding on Canadian government contracts now.  The valuation is reasonable.  They have infrastructure assets they are monetizing. 


Price: $40.930
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 DON'T BUY Tricon Capital Group
TCN-T
Jeff Young

They continue to deliver.  The company has done very well.  They just bought several hundred single family homes in the US.  They also have a land development business.  It is a bit expensive.


Price: $11.160
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 HOLD Toronto Dominion
TD-T
Jeff Young

The valuations on banks are not hugely challenging but the growth targets are not high.  He does not think credit issues in Alberta are significant.  They are okay and you get almost a 4% dividend.  It won’t be the best year for them but that is in the price.  A good long term place to be and he likes their US exposure.


Price: $53.640
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 WATCH TorstarCorp (B)
TS.B-T
Jeff Young

The dividend is safe for the foreseeable future.  They have a lot of cash on the balance sheet and the question is what they are going to do with it as the newspaper part of the business looks dismal.  Wait to see what they are going to do.


Price: $6.640
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 BUY Veresen Inc
VSN-T
Jeff Young

The future is all about Jordan Cove and bringing it in on time and on budget.  It does not have a lot of energy price exposure in the near term. 


Price: $16.410
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 COMMENT Whitecap Resources
WCP-T
Jeff Young

Just did an equity raise.  It has done very well.  A high quality company.  Well hedged this year.  If oil prices start to move up you won’t have as much leverage with this name.


Price: $14.340
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 WATCH West Fraser Timber
WFT-T
Jeff Young

Move from Energy to Timber?  You are moving from one cyclical to another but the factors are different.  It is related to US housing and some Chinese buying.  WFT-T is his favourite.  He is looking to reenter it.


Price: $65.310
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Unknown
2015-03-26 WEAK BUY Wi-Lan Inc.
WIN-T
Jeff Young

Does not follow it closely.  They have been working on finding ways to fund these legal battles they fight.  They are looking at partnering with legal firms.  It is not a steady state in terms of earnings growth.  The payout is safe at the moment.


Price: $3.010
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: No
2015-03-26 TOP PICK Westjet Airlines
WJA-T
Jeff Young

It has come off a bit after doing very well.  It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.  They are expanding into more holiday travel.  It sold off on the Western Canada worries and he thinks it is overdone.  They have this economy of premiums and they continue to find ways to add to their revenue line.  The risk is if the economy turns down and air travel falls.


Price: $29.600
Subject: CANADIAN DIVIDEND
Bias: CAUTIOUS
Owned: Yes
2015-03-26 WATCH Yamana Gold Inc.
YRI-T
Benj Gallander

Is on his watch list.  Not of tremendous interest but when it catches fire it could move quickly.  The financial statements are not great and they are looking to take care of that.  When gold prices go up this one will go up a lot more than others because a lot of people follow it.


Price: $4.880
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2015-03-25 N/A A Comment -- General Comments From an Expert
A Commentary
James Hodgins

Markets.  We are in a battle between the deflationary debt and deleveraging, and the central banks printing money.  This has been going on since 2009.  In the smaller cap commodity side things have been very negative for 3 years now.  We are heading into ‘pre-announcement season’.  You are likely to see some pretty big misses and that could put downward pressure on equities.  He is seeing some definite rolling over in global trade.  We could be at a cyclical peak in the inventory cycle.  He tries to find companies that have unique characteristics that are not dependant on short term cyclical factors.  He shorts cyclical companies with negative currency exposure.  We are heading into the weakest period of the year for metals.


Price: $0.020
Subject: MARKET NEUTRAL INVESTING
Bias: NEUTRAL
Owned: _N/A
2015-03-25 N/A A Comment -- General Comments From an Expert
A Commentary
John Wilson

Markets.  On the US economy he is optimistic but not so much on the markets.  The first quarter is going to be difficult.  The strong dollar, lower exports, and is energy collapsing, but 2.5-3% growth should occur in the rest of the year.  It will pick-up because of the price of gas.  Americans live pay cheque to pay cheque and so this will translate into consumer spending.  There is a lag until that really flows into retail sales.  Canada is different with its bigger exposure to energy, which will bleed through to the rest of Canada.  You add to that how emerging markets are still facing a lot of growth challenges and that will weigh on commodities.  Also our consumers are quite levered.  Canada is much more challenged.  Just because we have been up for 6 years does not mean we can’t go for 7.  But we have seen an increase in volatility.  Earnings are not increasing right now, so the multiple would have to go higher for the market to go higher.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: _N/A
2015-03-25 COMMENT Apple
AAPL-Q
John Wilson

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.


Price: $123.380
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: Yes
2015-03-25 COMMENT Air Canada (B)
AC-T
John Wilson

The airline industry has gotten a lot better in Canada and the US.  Load factors are a lot higher.  Fuel is much cheaper.  Fuel surcharges are still on the ticket and now baggage charges.


Price: $12.800
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: No
2015-03-25 DON'T BUY Athabaska Oil Sands Corp
ATH-T
John Wilson

Has been a tragic story even before the oil price went down.  They have relatively high cost plays.  It looks like a stranded asset.  He would prefer a producing asset that could pay you a dividend.


Price: $2.120
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: Unknown
2015-03-25 HOLD Amaya Gaming Group Inc.
AYA-T
John Wilson

If you can get through the legal overhang there is probably upward potential.  You will have to ride it out.  For the next number of months you will have headline risk.  Given the cash flow potential and the growth potential of the company, it is appealing.  He likes to have significantly more upside potential than downside risk.


Price: $28.740
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: No
2015-03-25 DON'T BUY Bombardier Inc (B)
BBD.B-T
John Wilson

You could argue that you get the aerospace business for free, but they lost enough time on delivering the ‘C’ series that they allowed competitors to eat into what would have been an appealing market for them. 


Price: $2.540
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: Unknown
2015-03-25 DON'T BUY Bird Construction Income Fund
BDT-T
James Hodgins

They have exposure directly to energy bit also to construction out west.  He has been short the stock since the energy decline.


Price: $9.960
Subject: MARKET NEUTRAL INVESTING
Bias: NEUTRAL
Owned: Yes
2015-03-25 COMMENT Berkshire Hathaway Inc. (B)
BRK.B-N
John Wilson

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.


Price: $143.560
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: No
2015-03-25 DON'T BUY Baytex Energy Corp
BTE-T
James Hodgins

They just lost an equity financing.  Historically it was thought of as a heavy oil play and now it is a light oil play.


Price: $19.480
Subject: MARKET NEUTRAL INVESTING
Bias: NEUTRAL
Owned: Unknown
Showing 1 to 60 of 138,402 entries
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