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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-15 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets.  It is very difficult to predict the path the market will take.  She is a bottom up analyst.  You hope the companies come out and execute quickly and that the market recognizes it.  You want to be focused and there are a lot of aspects of the market that you want to avoid.  She is still able to find 25 stocks that are attractive in this environment.  Focuses on strong management teams and how they invest capital on behalf of shareholders.  Most gains in the market are multiple driven.  She looks for companies that are going through a tough time and you don’t want to own them. 


Price: $0.020
Subject: US LARGE
Bias: SELECTIVE
Owned: _N/A
2014-04-15 N/A A Comment -- General Comments From an Expert
A Commentary
Keith Richards

Markets. Sentimental indicators have been flashing caution, plus volatility has been picking up. Started selling a couple of weeks ago and raising cash. The Volatility Index over the last 1-1.5 years has been hanging out around the mid-to low teens. A higher volatility level would be in the 35-40 and we haven’t seen that in a while, so he thinks we are kind of due. We are starting to see some return of volatility now and expect it will pick up over the summer, which is perfectly natural and normal. In spite of this, he is bullish on the market and comparing this year to 2011, there is a similar background where you had a low volatility period for about the 12 months preceding the April high of 2011. To play the volatility you always raise some cash, and you can always focus your portfolio on forward beta positions i.e. lower volatility positions.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2014-04-15 COMMENT Alaris Royalty
AD-T
Keith Richards

Fell with all the rest of the interest sensitives. Found support at an old resistance level of around $25. He tends not to buy stocks like this because he feels there is very little upside from price potential, but as long as it doesn’t break $25 and you are happy with the dividend, it might just sort of look sideways for a while and you just collect the dividend. If it breaks $25, you have to jump out because there will be another fairly large leg down.


Price: $26.900
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 STRONG BUY Ann Inc.
ANN-N
Jennifer Radman

Strong balance sheet.  The manage team is acting with a sense of urgency.  A pretty compelling entry point here. 


Price: $40.100
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 COMMENT Allied Nevada Gold
ANV-T
Keith Richards

Chart shows the downtrend has been kind of broken and that the stock is attempting to base. For people that have owned this, it has traveled this far and you might as well see if it wants to break out or trade it at the top of the trading range.


Price: $4.060
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 COMMENT Arc Resources Ltd
ARX-T
Keith Richards

A good looking chart. It has gone through periods of consolidation. It is probably due to pull back which would probably be $30. As a longer-term trader, he would not be worried about this.


Price: $32.450
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Boeing
BA-N
Jennifer Radman

An interesting timer of these companies.  There are a lot of fuel cost concerns so there is a big refreshment in the product portfolio of customers such as Fedex.  A very capital intensive business with long lead times.  Not the type of industry she is a big fan of so she is on the sidelines here.


Price: $124.270
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 DON'T BUY Bombardier Inc (B)
BBD.B-T
Jennifer Radman

A year ago there was a lot of good stuff coming out of the ‘C’ series, but her issue was the balance sheet and it has come up again.  You have huge capital spending and don’t know when you get the money back.  She avoids situations like this.  It hit all her metrics except the balance sheet risk.


Price: $4.100
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 PAST TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Keith Richards

(A Top Pick March 11/14. Up 5.53%.) This has a nice dividend. Every time it gets down to the trend line, you Buy. Has a great profile fundamentally and technically.


Price: $43.310
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Keith Richards

This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.


Price: $43.310
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 PAST TOP PICK CitiGroup
C-N
Jennifer Radman

(Top Pick April 18’13, Up 6.03%) They passed the stress test, but can’t hand out big dividends or do big buybacks.  They have excess capital that they can’t return now, but at some point they can.  She uses this as an opportunity to buy into the stock.  It’s a pretty good value here.


Price: $48.310
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 TOP PICK CASH
CASH
Keith Richards

For the past 2 years, the market has been kind of volatile usually from around April or May and often troughing or making some kind of the summer bottom between June and September. He is looking to deploy some cash into some cheap stocks over the next few months.


Price: $0.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 COMMENT Cineplex Inc
CGX-T
Keith Richards

Chart shows a long upward trend line from early 2012. Currently it is testing the trend line. As long as this holds, you are okay. The old high of about $40 in mid-2013 is now its support.


Price: $40.760
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Clearwater Seafoods Inc.
CLR-T
Keith Richards

Chart shows a bit of a topping consolidation that looks like it might have been broken. Broke the neck line at around $8 and is trying to consolidate again. He doesn’t like stocks that have fundamentally broken their topping pattern. There are better looking charts out there.


Price: $7.820
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 BUY Celestica Inc.
CLS-N
Jennifer Radman

They had products coming off their platforms.  Margins are going up.  She would be a buyer here.


Price: $10.510
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 WATCH Celestica Inc
CLS-T
Keith Richards

One of the great Canadian tech companies. Chart shows a long trend from late 2012 that has been broken recently, but what is interesting is that the recent top, that took place halfway through 2013, was broken. It is kind of testing that top at $11.50-$12. Wouldn’t want to see it break that top, but so far it is reasonably healthy. If you are looking to Buy wait to see if it will hold, and then Buy as it starts to move up.


Price: $11.510
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 HOLD Canadian Natural Rsrcs
CNQ-T
Keith Richards

There is an upward arc line off of the upward trend that started in mid-2013. That is a movement that probably needs to be corrected a bit. He wouldn’t be surprised if this had a bit of a correction this summer. For the time being, you can stay with it because there is no sign of it rounding over as yet.


Price: $43.770
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 BUY Chevron Texaco
CVX-N
Jennifer Radman

Under a lot of pressure because they are spending a lot of money on a couple of LNG projects off Australia.  It always takes longer than expected as well as costing more.  This is an overhang and there are risks with these big projects, but the benefits should be pretty good and none are reflected in the stock price.  You have to give management the benefit of the doubt because historically they have done such a good job of getting profitable barrels.  A long term investment.


Price: $120.300
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 HOLD Davis and Henderson
DH-T
Keith Richards

Great dividend payer. Chart shows a long upper trend from the middle of 2012. Great chart. Nothing wrong with this picture. As long as it doesn’t break the trend, stay with it.


Price: $30.700
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 HOLD Enterprise Group
E-T
Keith Richards

This shows a base breakout, late 2012, early 2013 with a strong upward trend. It has recently been consolidating a little bit. So long as the trend line is not broken and the 200 day moving average is not penetrated, you are probably best to stay with the story.


Price: $1.040
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 COMMENT Eldorado Gold
ELD-T
Keith Richards

This stock is finding support at around $5.80. You don’t want to see it break this. There are a couple of descending peaks which is a sign of danger. The downtrend is still in place, but there is starting to be some consolidation at the lows. Wouldn’t jump in until it breaks past the old high. At this time there is no sign of a new trend emerging.


Price: $6.350
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 PAST TOP PICK FedEx
FDX-N
Jennifer Radman

(Top Pick April 18’13, Up 43.60%) It hit a target so she sold.  A great franchise.  Some cost cutting still coming into the numbers, but reflected in the numbers.  People are still cautiously optimistic on this one.


Price: $132.170
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 PAST TOP PICK CGI Group (A)
GIB.A-T
Keith Richards

(A Top Pick March 11/14. 2.77%.) This was a little bit of a contrarian pick. They got a little bit hammered when they left the Obama contract a number of months ago, but since that date they have landed a new US government contract. It is holding, even though it is not making new highs. It is generally following its upward trend line.


Price: $36.000
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 DON'T BUY General Motors Corporation
GM-N
Jennifer Radman

Sold GM before everything started turning south for them on the recall issue.  It is a case of how it can blow up and really impact the company.  There was a lot of growth projections for the company, cost cutting, and it seemed like a lot was baked into the share price so she backed off.  She is content to stay on the sidelines.  She is out of the space presently.


Price: $33.360
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 DON'T BUY Google
GOOG-Q
Jennifer Radman

Have a slightly cheaper price than the voting shares.  No point in voting shares unless you can influence the vote or something.  It is more the excitement factor and that is not a compelling investment proposition.  She owned it at one point and it hit her valuation.


Price: $536.440
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 DON'T BUY Home Depot
HD-N
Jennifer Radman

The US housing troughed.  It did quite well along with the rest of the space, but the valuation was too rich and she got out.  A great franchise and a great return on capital, but valuation keeps her on the sidelines.  Weather recently may give you a pick up. 


Price: $75.890
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 HOLD Ivanhoe Mines
IVN-T
Keith Richards

Stock is making an attempt to break out of a short-term period of consolidation. Levels of resistance are at $2.50 and at around $2. If it broke through $2 that would be bullish and would then probably target $2.50. If you are in the stock, stay with it and see if it breaks.


Price: $1.860
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Johnson & Johnson
JNJ-N
Jennifer Radman

Strong business.  It is a story of valuation for her.  She is pretty positive on the healthcare space.  She prefers others.


Price: $99.200
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 COMMENT JP Morgan Chase & Co
JPM-N
Keith Richards

Sold his bank ETF recently because the good news was out on its earnings, etc. Also, the overall sector was kind of getting close to its top. With a 2 year horizon, you should be fine. In a market correction, if we do get one in the next couple of months, banks are the most economically and market sensitive of the larger cap stocks and he expects there will be volatility on US banks in the next couple of months. He is looking to buy back in at a cheaper price.


Price: $54.800
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 PAST TOP PICK Keyera Corp
KEY-T
Keith Richards

(A Top Pick March 11/14. Up 5.62%.) Strong uptrend from early 2012. Every time it dips, you can buy more. Pipelines continue to expand across the nation.


Price: $69.820
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 TOP PICK KKR & Co. LP
KKR-N
Jennifer Radman

Their business is firing on all cylinders.  There was a pullback with the market.  They sell assets into the strong market, which allows them to collect their performance bonus.  The challenge will be investing in it, but with conservative return assumptions she gets pretty decent upside on it.  It also invests some of its own money in its investments and that contributes to the net asset value of the company.


Price: $22.110
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 WEAK BUY Coca-Cola Company
KO-N
Jennifer Radman

You are really looking to emerging markets to grow.  You have a great franchise, brand and business, but do you want to pay that much for a stock.  It is something that will probably be stable and you will probably do well.


Price: $40.180
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 TOP PICK Kohl's Corp
KSS-N
Jennifer Radman

(Top Pick April 18’13, Up 17.83%) The whole group sold off because of the weather.  It’s a temporary issue.  They will be able to fire on all cylinders at some point then they get a re-rating.  A good entry point.  It seems to be the one that is being ignored.  They have tough competition, but she thinks they can compete.  At some point she thinks you will see everything firing and you will get a much higher share price.


Price: $54.430
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 COMMENT Logistec Corp
LGT.B-T
Keith Richards

Chart shows an enormous parabolic move in the last part of 2013. A move like this will eventually be corrected in some way. It could be through consolidation or an outright pull back. In this case, there is a little bit of consolidation. As long as it holds in the low to mid $50s it looks okay. If it breaks, then you have a topping formation in play. Just be very, very careful that the support level does not break.


Price: $54.650
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY LinkedIn Corporation
LNKD-N
Jennifer Radman

Not up her alley.  Her issue with it is capital protection.  All of a sudden you don’t own what you thought you did and you are stuck with a big loss.  Valuation is key.  This is how a lot of investors get hurt in the market.


Price: $170.900
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 DON'T BUY Mastercard Inc.
MA-N
Jennifer Radman

It is one of those stocks that is always expensive.  Such a good company with a good infrastructure.  They get their margin expanding as they put more and more people through the network.  It is just a matter of how much you want to pay for it.  With the uncertainty coming back into the market, you got a pullback, but it is not the type of company she is looking for.  You probably won’t get hurt, however.


Price: $72.150
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 BUY on WEAKNESS Oracle
ORCL-N
Jennifer Radman

Concern is if their business model is sustainable going forward.  They had acceleration in software sales the past quarter.  They have new product initiatives for the near future.  A decent entry point here.


Price: $39.730
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 BUY on WEAKNESS Open Text
OTC-T
Keith Richards

Chart shows the stock is pulling back. The 200 day moving average lies somewhere around $45. There is potential for this to trace back to the $45-$46 area and this is where he would probably seriously consider buying it.


Price: $49.980
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 WEAK BUY Proctor & Gamble
PG-N
Jennifer Radman

It hit her radar in terms of valuation where she would consider taking a position.  A great brand that is struggling a bit because of their emerging market exposure.  A temporary setback.  Doesn’t think you will get hurt. 


Price: $80.840
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 COMMENT Questor technology
QST-X
Keith Richards

Chart shows the stock has moved up and then consolidated and it seems to be doing that right now. It is showing a symmetrical triangle. As long as it breaks to the upside from that, the stock looks okay.


Price: $2.520
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 BUY Shawcor Ltd. (A)
SCL-T
Jennifer Radman

She would hold this for a three year period.  What they do will be in high demand. 


Price: $48.430
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 BUY on WEAKNESS Secure Energy Services
SES-T
Keith Richards

Chart is showing higher highs and higher lows so the trend is up. Any stock that is arcing up off its trend line can always have a corrective counter movement in the trend. If it pulls back a bit, he would probably buy it near the trend line at around $17 or so. Chart is extremely healthy and has been so since 2012.


Price: $19.000
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Sirius Satellite Radio
SIRI-Q
Keith Richards

Doesn’t like the look of the overall chart. The chart shows this has had higher highs and higher lows from mid-2012 until the latter part of 2013. That series was broken and there was a little bit of a topping formation with a neck line at around $3.50. That neck line has been broken. If you own, look for any kind of a rally to get out.


Price: $3.090
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 HOLD Sunlife Financial
SLF-T
Keith Richards

Chart shows a long uptrend from early 2012, but has recently had a breakdown. He would give it the benefit of the doubt because sometimes you get the breakdowns and as long as there is a support level ($35 on this one) the stock is still in reasonably good shape.


Price: $35.750
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Silver Wheaton
SLW-T
Keith Richards

Not a big fan of a lot of the commodity sectors, particularly precious metals. The trend overall for the metals, precious metals in particular, has been pretty lousy since 2011. There is also a really big cycle for the broad commodity index that is due to continue falling for the next little while. Every time the stock gets around $30, get out. Chart shows it has made a couple of higher lows since mid-2013 which could be some encouragement. Doesn’t think there is any near-term trend in the works right now for this or a lot of the gold stocks.


Price: $24.480
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 HOLD Suncor Energy Inc
SU-T
Keith Richards

Has had a lot of volatility over the last few years. The lid of around $35 which was containing this stock was broken in mid-2013. That was pretty good news. This was followed by another level of consolidation and it seems to be breaking that right now. The bigger picture so far is healthy. As long as it keeps keeping the bridges as it moves out, he would continue to hold it.


Price: $39.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 TOP PICK Varian Medical Systems
VAR-N
Jennifer Radman

Cancer rates are expected to increase across the world as the population ages.  The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.  Last quarter we saw an uptick.  They are also now selling their machines into developing markets.  A lot of room for growth here.


Price: $82.060
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 COMMENT Veresen Inc
VSN-T
Keith Richards

A kind of stock that is definitely not for the faint of heart. Had massive swings over the last couple of years. Broke up through the $15.50 resistance level in early 2012, which is a good sign. It wouldn’t surprise him, given the profile of the stock and the profile of the markets that it could retrace back to the $15.50 area. For the time being this has higher highs and higher lows.


Price: $16.430
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 BUY Verizon Communications
VZ-N
Jennifer Radman

Looks good in everything she looks for.  Major issue is T-mobile.  It is threatening margins.  The cash they generate is compelling. 


Price: $46.920
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 SELL Walgreen Co
WAG-N
Jennifer Radman

She sold out because it hit her valuation target.  It will be a cross border / cross the pond pharmacy.  She is comfortable with a lot of the others in her portfolio.


Price: $66.010
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 TOP PICK SPDR Consumer Staples ETF
XLP-N
Keith Richards

This is a seasonal play. Staples tend to do better over the summer. Also, from a technical perspective, it doesn’t look too bad. Chart is just starting to see a breakout right now of the highs of 2013. Thinks this will be a good position to hold for the next 3-6 months.


Price: $43.200
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 DON'T BUY Yahoo!
YHOO-Q
Jennifer Radman

It’s the Alibaba stake.  You have 50% plus revenue growth.  This is where she is seeing big valuations.  But Yahoo is struggling with the core business.  They were a lot higher a little while ago.


Price: $34.210
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-14 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  They were originally looking for 4 or 5 % increase in earnings quarter over quarter and now it is down to 2%.  What we saw last week was the beginning of the 10% correction he was looking for.  It will play out for the next month or two.  This is a correction in a bull market.  If the S&P falls 10, the NASDAQ could fall 20.  Let’s look at this dip in the market as an opportunity to do some buying.  Most people believe things are recovering. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BEARISH
Owned: _N/A
2014-04-14 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

The sell off that we are in now is specifically linked to the over valuation of the NASDAQ.  The momentum money is coming out of the market. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BEARISH
Owned: _N/A
2014-04-14 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Why Earnings Estimates Are So Low.  Warnings are a big game for the market.  They put out guidance that they know they can beat just before releasing them.  Telecoms and utilities are improving guidance slightly.  We need to pay attention to materials and financials.  He thinks the gains are going to be mitigated by slow earnings over the next couple of years. These corrections will be buying opportunities.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BEARISH
Owned: _N/A
2014-04-14 N/A A Comment -- General Comments From an Expert
A Commentary
Josef Schachter

Markets.  Iraq increased production in February.  They still have more to bring online.  We needed the extra capacity during those winter months, but now that we are in the shoulder season they need to cut back or there will be a glut.  He is predicting a price decline.  We have not yet seen a correction in the WTI yet.  Nat Gas: now there is too little inventory.  We should get through a normal winter with $5 gas, but if we have another cold winter, we could see spikes to $7-$8 in Nat Gas.  Buy Nat Gas stocks in Q4 this year.


Price: $0.020
Subject: OIL & GAS
Bias: UNKNOWN
Owned: _N/A
2014-04-14 WAIT A Comment -- General Comments From an Expert
A Commentary
Josef Schachter

Nat. Gas Service Companies.  There is going to be a better buying opportunity in the third quarter in this sector.  In 2016/17 we will see the industry running at record rates.


Price: $0.020
Subject: OIL & GAS
Bias: UNKNOWN
Owned: _N/A
2014-04-14 N/A A Comment -- General Comments From an Expert
A Commentary
John O'Connell, CFA

Markets.  Concentrates on the best picks on the long side and then pairs them on the companies that won’t grow as rapidly.  He had a negative view on the Canadian dollar and shorted it and that worked out well.  The high flying concept stocks were short and it worked out pretty well.  The things he owns keep working out really, really well.  It’s one of those perfect storms.  He is not so much contrarian, but he wants to make sure he is thinking hard about why he is investing in things.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: _N/A
2014-04-14 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.


Price: $521.680
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-14 DON'T BUY Argent Energy Trust
AET.UN-T
John O'Connell, CFA

This is one of the most recent poster childs for the kind of financial engineering that gets sold to investors.  It paid out a dividend it could not afford for far too long.  They could not keep the game going because they could not find new things to buy to get financing to keep the scheme going.  Don’t even count on it being taken over.


Price: $2.820
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
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