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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-10-31 N/A A Comment -- General Comments From an Expert
A Commentary
Hap (Robert) Sneddon FCSI

Markets. Japan upping its investment in equities and securities from 12% to 25% is material, but will they still have that sway. Thinks we are really in a post-central bank world. We'll have to wait for the next week or 2. Looking at all the different sectors and the different markets, what has really been noticeable in the last 2 months is that the areas with the strongest strength include US health, Canadian health, consumer Staples and utilities.


Price: $0.020
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: _N/A
2014-10-31 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

Markets. He was pleased to see Japan announcing they were ramping up their stimulus program. They were stagnant for so long that it make sense. There are risks that they are taking on debt, but it kick starts the economy, so it is a good thing. On the general market, he wouldn't be surprised to see things coming back up again. He is very bullish on the US. This recovery is very real. We are getting better job reports, housing is doing better, new car sales, etc. He has been positioning his clients on a stronger US$ for about a year. He has started to dip his toes back into energy.


Price: $0.020
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: _N/A
2014-10-31 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

Options Straddles? A straddle is where you really don't know which way the market is going to go, so you buy some Call options and some Put options at the same price. The idea is that as long as there is enough volatility to cover up the cost of the options ($2 on each side, and $4 in volatility, you are going to make money.) He likes to do straddles on an event driven basis. He doesn't want to put them on and hope for the market to be volatile, because they are a wasting asset. He wants a date where he knows there is something coming, such as earnings report, or a fed meeting, where he thinks there could be volatility, and will apply the options as close to that date as possible (maybe one week). You always have to remember that options are a wasting asset.


Price: $0.020
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: _N/A
2014-10-31 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

How far out would you go to buy a Put on a bank? Not very much. He Sells Calls on a bank because he wants to get the income from the banks. To buy Puts on a bank because he expects them to go down is a wasting asset. First of all, he would buy them a little bit out of the money to get better leverage, but wouldn't go too far out in terms of time because you pay too much and the chances of recovering your money diminish every week.


Price: $0.020
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: _N/A
2014-10-31 PAST TOP PICK AbbVie Inc.
ABBV-N
Hap (Robert) Sneddon FCSI

(A Top Pick Nov 14/13. Up 37.05%.) Exited his position. One of the big drivers for him to get out was the split as he likes to hold whole positions. A little overbought right now and they could come back to around $52. This whole space is really good. If you own, continue to Hold. (See Top Picks.)


Price: $63.460
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2014-10-31 COMMENT Alaris Royalty
AD-T
Hap (Robert) Sneddon FCSI

The three-year chart is showing a nice long-term upward trend. However, there is resistance at around $36. Indicators show that it is getting a little bit overbought.


Price: $33.770
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2014-10-31 COMMENT Agrium
AGU-T
Hap (Robert) Sneddon FCSI

He sees resistance at around $51. A lot of indicators are sort of at the upper end. Just because indicators are high doesn't mean that it can't continue higher. It is how it corrects in relation to investors coming in. Chart shows it has just broken through the April high at around $109 with resistance back in January at about $115. The last action has being a pretty quick, sudden move, so there is an expectation that it could come back a few percentage points, maybe to $105-$106.


Price: $110.270
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2014-10-31 COMMENT Athabaska Oil Sands Corp
ATH-T
Hap (Robert) Sneddon FCSI

Production in North America has just been phenomenal and is impacting prices. This one didn't even participate like other energy names, from the spring into mid-summer. Chart shows it has broken down. At $5-$6 it will probably have some sellers back in.


Price: $3.650
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 BUY BCE Inc.
BCE-T
Hap (Robert) Sneddon FCSI

MACD never really came down. Has a pretty strong indication of strength. Looks like a pretty good place to be and it ranks well.


Price: $50.050
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2014-10-31 N/A Baytex Energy Corp
BTE-T
Hap (Robert) Sneddon FCSI

Participated in the trend break into October. He would have liked to see it hold its support at around $37. The fact that it is below that is a little bit troubling. Also, the other indicators are not showing any kind of strength. It is looking to test the low of $33.24, and if it breaks that, you would have to go back on a much longer time frame as to where it is going to come in. This will probably depend on the macro picture of oil supplies.


Price: $34.440
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 COMMENT Canadian Energy Services & Technology
CEU-T
Hap (Robert) Sneddon FCSI

He noticed that after the energy stocks started tanking when they shouldn't have been, they should have been strong through the end of July into October, and we have done nothing, but break down since July. It is not just a supply issue in oil and gas, but it is actually a demand issue. Support seems to be at around $7. This is across the area.


Price: $8.700
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 COMMENT iShares Equal Weight Bank & Lifeco ETF
CEW-T
John Hood

This gives you banks and lifecos. He tends to prefer the bank only, simply because we saw what happened to the lifecos during the recession and they hadn't hedged their positions. He still has a bit of a bias about that. You could take a look at these and be pretty confident. He would prefer iShares TSX 60 ETF (XIU-T) as they have the banks and lifecos already included.


Price: $10.360
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-10-31 COMMENT Canexus Corp
CUS-T
Hap (Robert) Sneddon FCSI

3-year chart is showing a break down.


Price: $3.870
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 DON'T BUY iShares S&P Global Water E.T.F.
CWW-T
John Hood

He has never really liked theme stocks. Water stuff was very popular a couple years ago and it didn't do anything. Feels the only reason it went up is because a rising tide lifts all boats. He doesn't see any reason to be in this.


Price: $23.910
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: No
2014-10-31 COMMENT DHX Media
DHX.B-T
Hap (Robert) Sneddon FCSI

(They changed the share structure, and BNN only had access to a few weeks of the new shares.) Chart shows a nice trend. It was a little disconcerting when you see strength in the market overall today and having this one come down. It could be just a little bit of profit taking.


Price: $9.740
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 PAST TOP PICK Enbridge
ENB-T
Hap (Robert) Sneddon FCSI

(A Top Pick Nov 14/13. Up 21.04%.) In July he had a feeling future earnings might be impacted by the low oil prices, so he exited his position.


Price: $53.330
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2014-10-31 BUY iShares MSCI Hong Kong E.T.F.
EWH-N
John Hood

Chinese related stocks based in Hong Kong. There is absolutely no problem in buying this as a long-term hold. But he would keep it as a relatively small amount.


Price: $21.610
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-10-31 DON'T BUY First Quantum Minerals
FM-T
Hap (Robert) Sneddon FCSI

Sold his holdings at about $22 when it broke down through a resistance point. Not a stock for the faint of heart. You want to see this hold support at its $16 level. It is trying to find a bottom. He would rather pay something like $19.


Price: $17.000
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: No
2014-10-31 PAST TOP PICK Fortis Inc.
FTS-T
Hap (Robert) Sneddon FCSI

(A Top Pick Nov 14/13. 20.39%.) This has been a fantastic name. A little overbought right now. Great space. Highly regulated business. This has a fortress balance sheet. It could pull back to a support level, but he expects there could be buyers there.


Price: $36.720
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2014-10-31 WAIT Magna Int'l. (A)
MG-T
Hap (Robert) Sneddon FCSI

This has a great chart. It shows a drop recently, followed by a little bit of breakout. If it breaks the low of $102-$103, it is probably going to go lower, but it bounced off that support. You need to have it break out and test. It is still too early to tell. Watch for it to go higher before buying.


Price: $111.240
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 COMMENT Martinrea
MRE-T
Hap (Robert) Sneddon FCSI

This auto parts manufacturer had a lawsuit hanging over it and the stock really fell, and then recovered and pretty well doubled. Chart shows it has a nice trend line and is a little bit below it. Stochastics indicator is at the high end of its range, so it might be exhausted right now on a short-term basis. He would be careful of the $10.66 level and make sure it holds. A little bit undervalued and a little bit over bought.


Price: $11.950
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 DON'T BUY Direxion Gold Miners Bull 3X
NUGT-N
John Hood

This one would certainly cause him some fear. He completely avoids any of these leveraged ETF's. You can get caught, even if you're on the right side of the market and direction, because the price is structured on a day to day basis. Any of these levered things are very risky.


Price: $10.917
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: No
2014-10-31 COMMENT iShares Mortgage Plus ETF
REM-N
John Hood

This is a really interesting ETF. Yields 11%-13%. It is not a standard REIT in terms of bricks and mortar, but it is a mortgage REIT. He didn't know how you could have this kind of yield without some unstated risk. There is no return of capital so that doesn't apply. The structure of this allows them to play a lot of interesting games in terms of the kinds of credit they will accept. For example, some unrated loans, construction loans, bonds, etc. As a result, there is a higher risk profile on this, but they have managed it pretty well. However, it is quite volatile, so you have to be prepared for this. Do not use this as your core retirement fund.


Price: $12.370
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-10-31 COMMENT First Trust ISE Cloud Comput.
SKYY-Q
John Hood

He normally doesn't follow the Cloud ETF's. Valuations on these are generally through the roof, so he doesn't like to buy stuff like that. If someone wants to be in a niche market and is familiar with the Cloud and how it works, by all means buy some, but just remember the risks involved.


Price: $27.470
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: No
2014-10-31 PAST TOP PICK Vangrd European E.T.F.
VGK-N
John Hood

(A Top Pick Oct 15/13. Up 2.68%.) This is a very good ETF. It is very cheap to be able to buy Europe for 12 basis points and, in the meantime, it is earning about 4.3% in the dividend.


Price: $54.170
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-10-31 TOP PICK Vanguard Large Cap ETF
VV-N
John Hood

(A Top Pick Oct 15/13. Up 20.77%.) This holds about 600 US stocks, and gives you a broad US exposure based on the S&P 500. Dirt cheap at about 7 or 8 basis points.


Price: $92.586
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-10-31 HOLD Whitecap Resources
WCP-T
Hap (Robert) Sneddon FCSI

Chart shows a nice little trend. This is one that has sort of bucked that bigger energy profile that where on a lot of other energy companies. Well favoured by a lot of analysts. Chart shows that it looks like it is really trying to hold in here. He sees no reason you should Sell this.


Price: $14.590
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 TOP PICK George Weston Ltd.
WN-T
Hap (Robert) Sneddon FCSI

Controls Loblaw's (L-T) which just bought Shoppers. Fantastic brands. A reasonably boring company. Has a fantastic war chest and has to decide what it is going to do with its money. Recently, it has just broken out above a pretty significant level of $91.


Price: $92.080
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2014-10-31 DON'T BUY Westport Innovations
WPT-T
Hap (Robert) Sneddon FCSI

On a short-term basis, there is nothing to indicate that anything is going to change on this one. The trend is down. Whatever the fundamental story that you are pinning your hopes on, it had better be a big enough catalyst and something that the market hasn't already discounted.


Price: $6.930
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 COMMENT Westshore Terminals Inc.
WTE-T
Hap (Robert) Sneddon FCSI

The three-year chart shows a nice, long, upward trend. It has now dropped below this trend a little bit and he wonders if this is a trend change. MACD is reasonable. Relative strength and Stochastics indicators also look reasonable. There was a pretty sharp drop back in early October, but has gotten back above the moving averages, which is pretty positive. He would look at $31.50-$32 as your line in the sand.


Price: $34.350
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2014-10-31 PAST TOP PICK iUnits S&P/TSX Capped Energy ETF
XEG-T
John Hood

(A Top Pick Oct 15/13. Down 0.15%.) He is looking at this again and has bought a little and getting set to buy more. (See Top Picks.)


Price: $16.450
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-10-31 TOP PICK iShares S&P/TSX Equity Income
XEI-T
John Hood

This used to be 55 basis points, which is very high. They chopped it along with a number of other ETF management fees down to 20 basis points. This is now yielding about 4.3% and he likes it. This has lots of growth in it.


Price: $22.570
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-10-31 TOP PICK SPDR Utilities E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

Utilities have been hitting record highs. Usually they do well in softer environments, but in the last 2 months, they have shown great strength. Well above its uptrend and he is looking to add to his position. The market does really not believe that we've got escape velocity growth.


Price: $45.470
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2014-10-31 TOP PICK SPDR Health Care E.T.F.
XLV-N
Hap (Robert) Sneddon FCSI

Healthcare. Chart shows a V bottom this month. As a longer-term investor, he would like to hold this for a while. If it came back to the breakout level in the low $60, he would like to buy some more. Healthcare is a generational thing that we are just embarking on.


Price: $67.270
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2014-10-31 TOP PICK BMO S&P/TSX Oil & Gas ETF
ZEO-T
John Hood

You get a little more play on Trans Canada Pipe (TRP-T) and Enbridge (ENB-T), which he likes. This should work out very well because of Trans Canada Pipe leading the way on the Canada east contract. He thinks that is going to work out very well. This has lots of growth in it.


Price: $14.340
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: No
2014-10-31 COMMENT BMO Low Volatility Cdn Eqty ETF
ZLB-T
John Hood

He doesn't normally use this. This is more of a value play, so it has a lower beta. It held up very well when the market started to tank in September. It is doing what it should be doing.


Price: $23.810
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-10-31 COMMENT BMO S&P/TSX Laddered Preferred
ZPR-T
John Hood

The one thing about this is that it doesn't have Perpetuals in it. The perpetuals are the ones where it is a fixed rate, and they're very subject to interest rate changes. He has recommended this in the past. It is a good one.


Price: $14.100
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-10-31 COMMENT BMO Dow Jones Indus. Avg. Hedge ETF
ZWA-T
John Hood

He likes this. They sell the Calls on each of the 30 Dow stocks, which is why you get a better yield than if you are just selling it against the Dow or selling it against the equal weight bank index. However, the MER's are too high.


Price: $19.600
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-10-31 COMMENT BMO US High Dividend C. C. ETF
ZWH-T
John Hood

This is a US Covered Call ETF with a higher dividend. He likes this and has quite a bit of it. Pays around a 5% dividend yield. You have to remember that the yields will be treated as income in Canada, but you have the advantage of the Covered Calls being treated as capital gains.


Price: $16.470
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-10-30 N/A A Comment -- General Comments From an Expert
A Commentary
Michael Bowman

Markets.  Historically if you look at market corrections in October, they are always good buying opportunities.  Ebola has proved itself as to not be able to be airborne.  China is set for a soft landing.  What’s not to like about this.  For these reasons people, are all just buying in without a change in fundamentals.  So just go with it.  The TSX is all about oil.  Cheaper oil is better for the consumer, but we worry about the companies.  Oil is a real catalyst here.  Baytex came out with earnings today and said they were increasing production.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: _N/A
2014-10-30 N/A A Comment -- General Comments From an Expert
A Commentary
Paul Harris, CFA

Markets. Most of his clients tend to be balanced between equity and fixed income portfolios, so volatility is subdued because when the equity market went down, the bond market kind of rallied a little. They might have been down, but not as severely as other people. Also, bounced back very quickly. He had been expecting a pullback at some time, and he was comfortable buying in the pullback. There is a very strong case for equities relative to the debt market. Stocks have more room to run. In spite of interest rates and what the Fed is doing, etc., dividend yields and earning yields tell you that you need to be in the stock market. He prefers looking at Cdn markets 1st, and then to the US and Europe. Stays away from Asia and emerging markets.


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: _N/A
2014-10-30 BUY Apple
AAPL-Q
Paul Harris, CFA

A great company that has done incredibly well over the last little while. About 55% of their revenue comes from one product, the iPhone. With the bigger phone, it is going to eat away at the iPad business. The last thing they have been doing is financial engineering by buying back more shares, paying a bigger dividend, etc. The phone is really the thing that drives this company. It is probably more in a slow growth phase.


Price: $106.980
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 COMMENT Air Canada (B)
AC.B-T
Paul Harris, CFA

This is a company that he has never owned. Doesn't like airline stocks. There is way too much cyclicality for him. This has done well over the last couple of years, but there are some headwinds with it. He likes something that you can buy and hold for several years, and that is something you cannot do with an airline.


Price: $9.160
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: No
2014-10-30 DON'T BUY Agnico-Eagle Mines
AEM-T
Michael Bowman

We have nothing, but problems with gold stocks.  The price of gold, geopolitical risk, etc.  If you like gold then buy the bullion.  FNV-T is the only stock that has beat bullion.  He holds gold bullion.


Price: $27.670
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 TOP PICK Amgen Inc.
AMGN-Q
Paul Harris, CFA

A biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.


Price: $161.580
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 TOP PICK Aecon Group Inc
ARE-T
Michael Bowman

They are in three different areas.  Trading a lot less than peers.  He likes the sector. 


Price: $14.490
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 BUY Astrazeneca P L C
AZN-N
Paul Harris, CFA

Pfizer failed to acquire this company and the stock has dropped a lot. This trades at 14X earnings and has a great dividend yield and a great cash flow yield. Not expensive. Have some great things in their pipeline in the next little while, which will help the company out. Healthcare is a nice defensive area to be in if you are really worried about the stock market. (See Top Picks.)


Price: $72.600
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 BUY Bank of America
BAC-N
Paul Harris, CFA

Has been a big bull on this. Feels this is one of the cheapest areas in the whole US stock market. This bank has a lot of positive things. They have a great business on the investment banking side, which will continue to do well, a great wealth management business and a great retail banking business. A lot of the issues that were facing them from a regulatory and legal point of view are all off the table now. BV is $21 and it is trading well below this.


Price: $17.030
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 TOP PICK Barclays Bank PLC
BCS-N
Paul Harris, CFA

Stock has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.


Price: $14.380
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 DON'T BUY Burger King Worldwide Inc.
BKW-N
Paul Harris, CFA

There is a change in the way people think about food. It has had a good run. Doesn't think it is going to go much higher from here. There is a real change in the way people think about food, especially in the US. What may be saving them is that prices on a lot of their input products, other than beef, have gone down. This will help them in the next couple of quarters, but in the end, this is the issue, they’re going to have to face.


Price: $32.040
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 PAST TOP PICK Caterpillar
CAT-N
Michael Bowman

(Top Pick Oct 30’13, Up 22.60%) They came out with disastrous earnings about a year ago and gapped down.  After gapping down, stocks usually get filled back in again.


Price: $100.160
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 TOP PICK Canadian Natural Rsrcs
CNQ-T
Paul Harris, CFA

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.


Price: $38.240
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Yes
2014-10-30 HOLD Capstone Mining Corp.
CS-T
Michael Bowman

Does not see a problem with it.  Copper is a little bit out of favour.  It has all depended on China.  Doesn’t see why it has underperformed.  He likes the company and he would hold on to it here.  LUN-T is a very good buy, though.


Price: $2.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 BUY Cenovus Energy
CVE-T
Paul Harris, CFA

Sold his holdings. This is a well-run company. The last little fall has been really because of the price  of oil. Have some very good assets and thinks they will continue to do well.


Price: $27.330
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: No
2014-10-30 BUY on WEAKNESS DH Corporation
DH-T
Paul Harris, CFA

A great little company. Cheques are a very small part of their business now. In his view, they are effectively a financial technology company. Made a large acquisition in the US that is going really well and is changing the company. It is becoming more and more of a US company because there are many more banks in the US than in Canada. It has run up a lot, so he would look for a slight pullback. Nice dividend yield and they keep increasing their dividends all the time. Thinks they will take a break from this for the next little while as they want to pay down some debt.


Price: $35.130
Subject: NORTH AMERICAN/GLOBAL
Bias: BULLISH
Owned: Unknown
2014-10-30 BUY Encana Corp
ECA-T
Michael Bowman

Now you are seeing that ECA is going back the other way from gas since they were spun out.  He likes it.  By 2016 they will be half oil and half gas.  He thinks that they are on the right track now.


Price: $20.450
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Yes
2014-10-30 BUY Element Financial
EFN-T
Michael Bowman

Another dismal looking stock chart.  The business model is bang on.  A great balance sheet and a really good pipeline.  Likes the company a lot.


Price: $12.870
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 DON'T BUY First Quantum Minerals
FM-T
Michael Bowman

A copper company.  The charts are unbelievable here.  He would prefer CS-T or LUN-T.


Price: $17.380
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 DON'T BUY Gilead Sciences Inc.
GILD-Q
Michael Bowman

A highly recommended company, a  fantastic company.  He would prefer the IBB-O ETF.  It’s a sector that can be hard to understand and the FDA could reject something so he prefers a basket. 


Price: $114.220
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: Unknown
2014-10-30 DON'T BUY Husky Energy
HSE-T
Michael Bowman

It is a company that he just doesn’t get a warm fuzzy feeling about.  Prefers CVE-T or SU-T even if net backs are higher for HSE-T. 


Price: $26.630
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULL
Owned: No
Showing 1 to 60 of 133,506 entries
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