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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-30 N/A A Comment -- General Comments From an Expert
A Commentary
Gordon Reid

Markets.  The strong US dollar is an indicator of a stronger US economy.  It has recently widened the gap between it and world economies.  The US dollar is telling us that interest rates are going to rise.  For multinationals it is a headwind in terms of repatriating profits.  We have to look at balance sheets closely in terms of leverage and debt servicing.  There are some negatives of a higher US dollar but it means a better US economy.  It gives companies pricing power.  You can’t look at any one indicator in isolation.  Most people think rising rates are negative for companies, but it also means that the economy is good and in that case small negatives are overwhelmed by positive economic growth. 


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: _N/A
2014-09-30 N/A A Comment -- General Comments From an Expert
A Commentary
Keith Richards

Markets.  Things have played out exactly the way he thought they would.  He is half invested and nibbling away.  S&P is in a bullish trend.  The TSX broke out from its old highs but now we are seeing resistance in the resource stocks.  He thinks you are better to look on the US side, but avoid NASDAQ and US small cap stocks.  The IWM-N ETF showed slightly lower highs through the summer while the S&P continued up.  This divergence suggested a correction coming.  We are in a massive bull market with another 5 to 10 years left, even if there is as much as a 20% correction in it.  These are buying opportunities.  S&P has support around 1960 and we are approaching it.  It is quite healthy here. 


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: _N/A
2014-09-30 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Keith Richards

Gold.  Short term is the right way to look at it.  There may be some support at the old lows of a year ago.  He would not like to see that level broken as it could mean more trouble.  It is trying to base.  There is a descending triangle.  He would not touch gold but if you wanted to you could trade it off the bottom.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: No
2014-09-30 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Keith Richards

Venture Exchange.  (JX-T) It has been treading water for some time.  It is a tight base and going nowhere fast.  Don’t assume a breakout or break down is going to happen. 


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 BUY Apple
AAPL-Q
Gordon Reid

A very good hold.  Don’t sell it to buy something else.  It continues to be very attractive.  They have overcome some of their issues like innovation.  They are convincing the street there is innovation in their future.  The watch will get some traction as a category in sensory items.  The bill payment system will be a very big area of Apple’s future.  The phone is a refresh item but a big source of cash flow with sales of a 100 million units.  A very bright future.  The other side is their capital allocation policy.  It is going to share buy backs.  He, however, likes it.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 WATCH AutoCanada Inc.
ACQ-T
Keith Richards

It needed a pull back over September because of the parabolic move.  It had gone too far for too long.  If it hits the trend line and breaks it then you want to worry.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 BUY AGF Management (B)
AGF.B-T
Keith Richards

It is consolidating.  He is seeing technical support at $11 going back to early 2013.  If it breaks $11 and stays below 3 days then the net target is down to the previous low.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 PAST TOP PICK American International Group
AIG-N
Gordon Reid

(Top Pick Oct 4/13, Up 11.05%) They went back to their roots after 2008.  CEO is retiring.  Trading at 75% of book value.  11 times earnings and good cash flow.  A good solid core position.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 PAST TOP PICK Anixter International
AXE-N
Gordon Reid

(Top Pick Oct 4/13, Up 2.40%) It is core industrial America.  Just made an acquisition that will be accretive right off the bat.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 WAIT Bank of America
BAC-N
Gordon Reid

Thinks we are closer to the fed getting back into a rising rate environment and this will be very constructive for the banks.  This is an indicator that the economy is strong and so loan growth should improve at some point and banks will get out of the penalty box with the government.  He has not made a move yet but has talked about it for while. 


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: No
2014-09-30 WATCH Baytex Energy Corp
BTE-T
Keith Richards

It was bearish for some time (2012-2014) then broke out but now it is breaking down again.  However there are two previous lows that are lower than we are now and you want to see that.  So long as it holds, that would be healthy.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 WAIT CitiGroup
C-N
Gordon Reid

Timing is always an issue.  His choice has been to keep is powder dry in general for now.  He would not argue with buying this one and there will soon be a time for these banks over the next three years.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 PAST TOP PICK CAE Inc
CAE-T
Keith Richards

(Top Pick Oct 2/13, Up 22.92%) He ended up selling after it put in a lower low, $13.50 about a month ago.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: No
2014-09-30 BUY Canadian National R.R.
CNR-T
Keith Richards

The trend is up.  Sure it could pull back and correct.  Higher highs and higher lows.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 WEAK BUY Costco Wholesale
COST-Q
Gordon Reid

Whenever we have an experience with something we tend to use that to judge the future.  You may not want to pay double what you paid for Costco last time but if their earnings have doubled then it may be warranted.  Costco will respond well to earnings.  It is selling to $90k income customers average and their memberships are a recurring revenue.  It is trading at about 180% of the S&P multiple so if things go bad, high multiple stocks have a lot of air under them.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 DON'T BUY Cisco
CSCO-Q
Gordon Reid

It is old technology.  They did most of their business in routers and switches.  They now complete against entrenched companies, rather than start ups.  They have lower growth metrics and so he would pass on it.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 TOP PICK Community Health Systems
CYH-N
Gordon Reid

Owned for a long time.  But there is no beginning and end.  You buy things when they are good value and sell when things change.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 HOLD DHX Media
DHX-T
Keith Richards

It is doing well and is a little over the top.  It could pull back.  Use RSI and stochastics.  If they start to round over then it could indicate a correction to a short term trader.  If you are long term, it is fine.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 TOP PICK Encana Corp
ECA-T
Keith Richards

Loves this chart.  Cup with handle.  Broke out, tested and then he bought.  There is quite a bit of upside on this one.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Yes
2014-09-30 HOLD Ensco PLC
ESV-N
Gordon Reid

Collect your dividend and they will come back.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 SELL Freeport McMoran Copper & Gold
FCX-N
Gordon Reid

Looked at it fairly closely and the one worry was their debt.  They would be sensitive to interest rate raises as well as any drop in the commodity prices.  Prefers Rio Tinto.  It could be a good switch.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: No
2014-09-30 HOLD General Electric
GE-N
Gordon Reid

He has been disappointed that it has not gained more traction but he feels they will with their restructuring.  They are going back to their industrial roots.  He would be patient here.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 DON'T BUY Gilead Sciences Inc.
GILD-Q
Gordon Reid

He is not unhappy not having benefited from the gain.  It would have been in a tremendous amount of risk.  This stock is growing on one specific drug and that is a risk.  Two other competitors are about to introduce the drugs at a much lower price.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: No
2014-09-30 TOP PICK Google
GOOGL-Q
Gordon Reid

They split into two classes and these are the voting shares and he would buy them.  Mobility is a key aspect of this company.  People were hung up on the cost per click for advertizing but mobility upped their clicks so revenue growth is very robust.  Their multiple is falling because earnings are growing faster.  Things are setting up for a long term ownership position.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 TOP PICK Goldman Sachs
GS-N
Gordon Reid

A company that has been hurt like others in the banking space by low rates and bond prices. But there has been much more volatility in the last few months and that benefits them.  They are an investment banker and confidence will lead to deals and they are the preeminent deal maker in investment banking. 


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 BUY JP Morgan Chase & Co
JPM-N
Keith Richards

Relative strength on this stock is good.  It is going have some resistance at the old highs and it is just coming up on that now at $60.  Its trend is intact.  He would not hesitate to buy if you are long term.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 WATCH Largo Resources Ltd.
LGO-X
Keith Richards

A pretty strong pullback and probably because it is a pretty small cap stock.  Seems to be on the trend line but you want to see it bounce off the low end of this trend line. 


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 WATCH Lightstream Resources
LTS-T
Keith Richards

The one thing it might have going for it is around $5.25 it tested, and found support and bounced off it.  You need to see that it holds this test of today.  The bigger trend is down so this would be a trade and not an investment.  9% yield is too good to be true.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 DON'T BUY Mastercard Inc.
MA-N
Gordon Reid

When there was turmoil in the credit card environment he switched to V-N.  They have greater exposure to the debit card business.  MA-N is 3 or 4 multiple points more expensive than V-N.  It is more international and that is tougher in terms of economic activity. 


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: No
2014-09-30 WAIT Martinrea
MRE-T
Keith Richards

It was quite a ride over 2014.  After a ride like that it is due for a healthy correction.  You do want to see it find support at some level.  Wait and see if it finds that around $12.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 HOLD North West Company
NWC-T
Keith Richards

This is a chart that is most definitely breaking down.  It broke the trend earlier this year and it did so definitively.  Give it a couple of days and if it stays below $22.50, then it will continue down.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 WATCH Precision Drilling
PD-T
Keith Richards

Longer term the trend is up and it could be coming down to that.  There was a head and shoulders put in over the summer and it broke it.  If the previous low is not taken out it could be okay.  Make sure the longer term trend line holds also.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 PAST TOP PICK Pembina Pipeline Corp
PPL-T
Keith Richards

(Top Pick Oct 2/13, Up 11.94%) He thought pipelines were getting a little ahead of themselves.  This one is still on the trend line.  The longer term picture on this one is good. 


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Yes
2014-09-30 DON'T BUY Rite Aid Corp.
RAD-N
Gordon Reid

Has Walgreen and CVS.  This is the poor cousin.  They had a tough first cousin.  It was input costs and the stock was hurt badly.  It will probably recover but when you can buy the other two, just go with them.  This one is more speculative.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: No
2014-09-30 BUY Saputo Inc.
SAP-T
Keith Richards

Based through 2013 and then broke out.  Corrections are healthy and there is nothing wrong.  It is a correction within a reasonably good trend.  It is well above the previous low.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 WATCH Spartan Energy Corp
SPE-T
Keith Richards

There was a quite a breakout late last year.  News shows up on the charts.  It could be in a new era of laddering its way up.  It based a bit just above $3.30.  April to now has been consolidation.  If it holds this level about $3.55-$3.60 then it may do another leg up.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 DON'T BUY Transalta Corp
TA-T
Keith Richards

The basic trend is down over the last 3 years.  We keep taking out the lows.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 BUY Toronto Dominion
TD-T
Keith Richards

The one bank that has a higher US presence and he is quite bullish on the US side.  The trend is up and it is pulling back to the trend line.  If anything it is a buying opportunity.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 WATCH Trinidad Drilling Ltd
TDG-T
Keith Richards

It looks like it is breaking down.  You want to see higher highs and lower lows.  We took out the previous low and this is a danger sign.  You want to see a breakout to the upside before you buy this stock.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 TOP PICK Tata Motors Ltd.
TTM-N
Keith Richards

Great looking chart.  Long consolidation then a breakout.  He bought yesterday on a pullback.  The fundamentals are fantastic.  There is a currency risk.  Likes the business and the charts.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 BUY Time Warner Inc
TWX-N
Gordon Reid

Is one of his holdings in US large cap.  There was turmoil with 21st century making an offer, causing a $10 pop, then they backed away and it seemed ill managed.  He was not unhappy they walked away.  Many of his best companies have been owned for a decade+.  It has lots of opportunity here.  They have great franchises.  The whole media play deserves a premium in this environment.  He has nothing else in the sector.  DIS-N got too expensive and he felt it was exhausted.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 PAST TOP PICK Texas Instruments
TXN-Q
Keith Richards

(Top Pick Oct 2/13, Up 21.99%) Bought on a massive breakout and then now he sees it as a 3-5 year trade.  The trend is up. 


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Yes
2014-09-30 PAST TOP PICK Visa Inc.
V-N
Gordon Reid

(Top Pick Oct 4/13, Up 12.90%) MasterCard is more expensive than this one.  They take on no credit risk.  They are a transaction company.  While eBay splits off PayPal, Visa is in the sweet spot.  Their volumes should increase.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Yes
2014-09-30 BUY Walgreen Co
WAG-N
Gordon Reid

We should not judge when we sell or buy on a gain or loss in the past.  It has an emotion effect but in the end no one cares what we paid for it.  They had a loss based on an acquisition but it was expected.  They were exploring a tax inversion process but in the end they backed away because it was domestically unpopular.  They had a hiccup on financial guidance for which they have been punished.  A good stock to own or hold if you already own it.  See through the short term blips.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 HOLD Whitecap Resources
WCP-T
Keith Richards

There was a strong rally over the summer but is now losing some of that momentum.  It could return to the old breakout point if resources continue to pull back.  He would not call it a sell at this point.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 BUY Westjet Airlines
WJA-T
Keith Richards

There is always room for a correction in any long term uptrend.  If you are longer term it does not look like a bad picture.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-09-30 BUY Wellpont Health Networks
WLP-N
Gordon Reid

You have to look at the implications of the affordable health care act.  There are some risks but they create opportunities.  US insurers have that critical mass so when they win in one area it more than offsets another area.  A greater and greater number of people are now able to be insured.  They are doing well and the demographics are in favour of these companies.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 DON'T BUY Wal-Mart Stores Inc.
WMT-N
Gordon Reid

A greater and greater percentage of sales (>50% now) are groceries and that is a tough, tough business with very low margins.  They cannot pass through their input inflation.  They are a company that is sensitive to the lower end of the economic scale.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH on US ECONOMY
Owned: Unknown
2014-09-30 TOP PICK Yum! Brands
YUM-N
Keith Richards

Fundamentals are good.  Trend us up.  The recent sell off was due to a supply chain problem.   He bought a few days ago.


Price: $0.000
Subject: TECHNICAL ANALYSIS
Bias: SELECTIVELY OPTIMISTIC
Owned: Yes
2014-09-29 TOP PICK Tsingtao Brewery Co.
0168-HK
Norman Levine

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 TOP PICK Hengan International (HEGIY.PK)
1044-HK
Norman Levine

Napkin/tissue business.  As people move to Chinese cities, they start using these products.  This one is out of favour, but there is growth.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  Sell off in Hong Kong weighs on other world markets.  They hear news, sell and ask questions later.  Last week had the biggest tick in volatility this year.  But September is the worst month seasonally.  The Russell is Down, but the S&P is up so money is rotating into the large caps.  The longer term things are starting to rebalance their portfolios.  July had the lowest VIX of the year, but it spiked recently.  20% of US citizens are on food stamps, so the economy is not fixed.  He thinks if the Fed were to try to raise interest rates next year the economy could collapse.  The unemployment rate has come down because people drop out of the work force.  Jobs are almost all in the fracking process.  The employment rate has gone up proportionate to the population growth.  You should rebalance into something that allows to still sleep at night. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2014-09-29 WAIT A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

REITs.  A great place for dividends.  They are linked to interest rate sensitivity.  If the risk of trade is there, everything interest rate sensitive will come off.  Thinks there is a 5-7% downside before the next area of support.  Prefers preferreds.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Canadian Dollar.  Caller says gov’t wants it to drop to $0.85.  The government does not have a policy of having a weaker dollar.  He thinks the dollar will in fact get weaker.  He suggests buying a money market ETF to play this.  You could buy anything with very low volatility and hold it in US$.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2014-09-29 WATCH A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Gold vs Oil as an investment for 3 to 4 months.    He does not know if one is better than the other and you have to be diversified.  Get into the gold sector at an $1175 gold price.  If crude oil futures drop below $90 and we get another 5% down on the energy sector, then that is when you want to step in there.  He likes both sectors.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Sleep at Night Factor.  You need to take the risk down at times, but if you go to cash and markets go up then you miss out.  He wants to take money out of the banking sector and get it into the energy sector and get the same dividend yield.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Markets.  He is looking for a good correction.  He would be happy with a 10% correction.  Valuations were getting out of whack.  He could not find anything in North America he wanted to buy.  There had been internal corrections going on in small and mid caps.  In the US an equal weighted index had been declining before the S&P.  Now the whole market is correcting.  A correction can take 6 to 10 weeks so it could keep going.  This correction is based on valuation, rather than on anything bad.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: _N/A
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Patrick Horan

Markets.  He is seeing buying opportunities now in small cap growth.  This is where the market has left behind these.  Some are 2012 stories and the market doesn’t want anything to do with them.  The industrial exporters should be benefiting from a weakening Canadian dollar.  Today he noticed the VIX spiking at 16-17.  Every time it hits the 200 week average it usually falls and this time it kept going and the markets rallied off it.  Thinks there are people that are off side and are willing to plug their nose and get in.  Seasonally this is the best time to be in stocks.  This is the best time to get in, typically.  After the first two weeks in October you usually get the best returns.  He sticks to Canada for small caps because he knows management teams better.  Investors still need to be careful this time of year.  If we do rally from here it will not be a repeat rally of what we saw from the beginning of the year.  We saw strong commodity prices and falling interest rates.  Interest rates have now bottomed and commodity prices have fallen so this is a different playbook.  He recommends non-commodity, industrials, technology and anything that benefits from a strong US dollar revenue base and a weak Canadian dollar expense base.  Stay away from consumer, and commodities in Canada.


Price: $0.020
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: _N/A
2014-09-29 DON'T BUY Apple
AAPL-Q
Norman Levine

Steve Jobs was the heart and soul so when he died it did not remain the same company.


Price: $100.110
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-29 DON'T BUY Apple
AAPL-Q
Patrick Horan

Double Dutch Irish tax scheme.  It allows them to shelter their revenues through Ireland.  If the worst came to the worst they might have to restructure.  He would not get too shaken out on the stock based on this.  His problem is that most of their business is the iPhone.  It is very fat for them.  He does not see them growing around the world from here.  He also sees competition from guys with razor thin margins.  Everything they are doing speaks for consumerism and not technology.  If they continue to raise their dividend the stock could still work.


Price: $100.110
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: Unknown
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