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

Recent Opinions with Comments from our Viewers

Date Signal Company Expert Opinion Price
2015-08-26 TOP PICK Badger Daylighting
BAD-T
Stephen Takacsy, B. Eng, MBA

This is a great company. The biggest fleet of hydro-vac trucks in North America, mostly in Canada initially. Have been growing tremendously in the US over the last few years. Got whacked because they had exposure to the oil/gas industry in Western Canada. Very high margin free cash flow business. They are really targeting the utility and municipal segment, and their reliance on the oil/gas segment has come way down. Dividend yield of 1.89%.


Price: $19.290
Subject: CANADIAN
Bias: OPTIMISTIC
Owned: Yes
2015-08-26 SELL Bombardier Inc (B)
BBD.B-T
Stephen Takacsy, B. Eng, MBA

This is a tough business and if you own, get rid of it. He can’t see it either being taken out or being acquired. Hopefully there won’t be any government bailouts this time.


Price: $1.170
Subject: CANADIAN
Bias: OPTIMISTIC
Owned: No
2015-08-20 TOP PICK Laurentian Bank
LB-T
Ross Healy

Very, Very cheap, huge discount to book value.  If you look at historical lows since 2009 other than the knife slices down, this one is there.  It is a lovely trading range that it has been stuck in for a long time.  If you get 25% of capital appreciation plus the dividend you would have a very nice year.


Price: $46.910
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2015-08-19 TOP PICK Inspira Financial Inc
LND-X
Bruce Campbell (2)

Does cash flow loans to doctors in the US. Have grown their loan book from a standing start 9 months ago to more than $40 million. Thinks it will be a rollup and there will be some acquisitions made. Fairly cheap and they have a lot of cash on the books right now. Management has said they can take their loan book to $500 million without raising any stock.


Price: $0.145
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2015-08-19 COMMENT Neulion
NLN-T
Bruce Campbell (2)

What happened to the stock is what happens in a bad market when you have a surprise announcement. He likes to look at technical indicators and quite often they lead the news. With this company, that wasn’t it at all. If anything the charts were actually turning up and improving. The news of losing the NHL contract came out and the stock went down. The outlook is fairly strong. NHL represented about 10% of their revenue and 25% of their EBITDA. However, they are still negotiating with the NHL in ways they can continue to work forward. Also, growing in a number of other areas. This has been penalized a little too much.


Price: $0.670
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2015-08-17 DON'T BUY Canadian Satellite Radio
XSR-T
Ryan Bushell

You have to look at the long term.  Sirius XM is really just a content provider. 


Price: $5.080
Subject: CANADIAN LARGE (DIVIDENDS)
Bias: SELECTIVE
Owned: Unknown
2015-08-11 DON'T BUY Altagas Ltd
ALA-T
Christine Poole

It’s a well run company.  They all pulled back with the weakness in crude.  She prefers PPL-T and IPL-T in the space because they have a higher yield. 


Price: $34.340
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: No
2015-08-11 PARTIAL SELL Goldcorp Inc
G-T
Ron Meisels

Should caller take profits from Goldcorp, which he bought as a seasonal trade, or is there more movement? There has been a major downtrend in this stock. Thinks there will be a rally. Look for $21-$22. Then the stock will probably come back and run out of steam. He feels if you are a trader this may be a time to take some profit.

 

 


Price: $18.990
Subject: TECHNICAL ANALYSIS - N.A. EQUITIES
Bias: BULL
Owned: Unknown
2015-08-07 TOP PICK HAP Floating Rate Bond ETF
HFR-T
John Hood

The play here is very simple, Park the Money. This is swap based, but it is about a 6 month duration and the price stays pretty good. You are not going to make any money, but you are not going to lose any money.


Price: $10.060
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BEARISH on CANADIAN MARKET
Owned: Yes
2015-08-05 N/A A Comment -- General Comments From an Expert
A Commentary
John Wilson

Markets. It has been 9 years since the Fed raised rates, and the 7th year of 0%. He thinks they need to get going. Right now the market is discounting nothing until 2016. The US dollar is certainly reflective of people’s view that of all the global economies, this is the one that is closest to raising rates. There are quite a few Canadian companies that can benefit from earning revenue in US dollars with the cost basis in Canadian dollars. US companies often have a headwind as they translate back foreign earnings into the stronger US dollar. Not hugely enthusiastic about the outlook on energy for the near to medium term. There are still some headwinds. Iran is coming back into the marketplace. Doesn’t see oil going down to $30 a barrel, so we are probably near the end of that run. Has a very, very small weight in energy right now and nothing in base metals. Canadian banks are great franchises, but have not yet seen the effects of low energy prices. Given that he thinks oil prices stay low through to the end of the year, he thinks the banks will start to take some hits on that.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2015-07-29 TOP PICK AGT Food & Ingredients
AGT-T
Michael Sprung

The seem to be in the right place at the right time with more and more of the world turning to other forms of grain/pulses, as a substitution on gluten ingredients. Next year is the year of the pulse, which will give them a lot more attention. They have been expanding their food ingredients side. This is one of the dominant players in pulses globally. Dividend yield of 2.01%.


Price: $30.640
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2015-07-28 TOP PICK George Weston Ltd.
WN-T
Jim Huang

Basically the parent company for Loblaw’s (L-T) and Shoppers as well as bakery operations. Loblaw’s has been doing well and their integration of Shoppers is almost done. They have the investment in the IT structure which is almost done. The rest of their holdings of bakery, real estate, etc. have been trading at a very low valuation. At the current level, this could probably double if it went back to its historical range. Dividend yield of 1.61%.


Price: $105.590
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY Cameco Corporation
CCO-T
Bruce Campbell (1)

(Market Call Minute.) Still doesn’t like this company. You don’t need to own it. Wait for uranium to go up some year or decade, and then look at it.


Price: $16.890
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 HOLD Crombie Real Estate Investment Trust
CRR.UN-T
Derek Warren

He has been watching it.  This earnings call they will be disclosing more about their development plans.  The properties could have so much more built onto them.  Definitely hold on to those shares.


Price: $12.350
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-23 PAST TOP PICK Crescent Point Energy Corp
CPG-T
Martin Davies

(Top Pick Jun 25/14, Down 51.92%) The market thinks it should cut its dividend, but they are adamant they don’t have to do that.  13.6% is the dividend.  They have a relatively good balance sheet.  It is a buy here.  It is trading at 2008/09 levels.


Price: $20.450
Subject: OIL & GAS
Bias: BULLISH on OIL & GAS
Owned: Yes
2015-07-23 TOP PICK Husky Energy
HSE-T
Martin Davies

Downstream assets.  They buy oil at this level and turn it into gasoline, etc.  It is the place to be.  They repurposed their upstream oil and gas assets to very long life, low decline, and low capital intensity.  Very profitable projects.  They have a series of well thought out horizontal drilling projects in Western Canada.  They use a cookie cutter approach and get very high rates of return.


Price: $22.580
Subject: OIL & GAS
Bias: BULLISH on OIL & GAS
Owned: Yes
2015-07-23 TOP PICK Precision Drilling
PD-T
Martin Davies

Not all rigs are the same in this world.  Some are getting to be old technology.  The utilization rate is much better for their rigs.  They have fantastic tier one blue chip clients.


Price: $6.660
Subject: OIL & GAS
Bias: BULLISH on OIL & GAS
Owned: Yes
2015-07-23 BUY Spartan Energy Corp
SPE-T
Martin Davies

The management team has built up and sold other companies in the past.  They have a good balance sheet and there won’t be a debt problem.  Their internal rates of return are extraordinarily good.  It’s a good company.


Price: $2.580
Subject: OIL & GAS
Bias: BULLISH on OIL & GAS
Owned: Yes
2015-07-22 TOP PICK Richelieu Hardware
RCH-T
Allan Meyer

Not really a hardware store, but they supply hardware to various things. Import a lot and manufacture and distribute specialty hardware. It does have free cash flow and net cash on the balance sheet. Strong balance sheet. Dividend yield of 0.83%.


Price: $66.000
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2015-07-21 DON'T BUY Bombardier Inc (B)
BBD.B-T
Barry Schwartz

He does not see this company turning around in the next couple of years. Once a big cap company falls $5 a share, it never comes back. It is in big, big trouble, and he doesn’t know how they are going to turn the ship around. Selling off assets is not a good sign.


Price: $1.790
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2015-07-17 WAIT Bombardier Inc (B)
BBD.B-T
Benj Gallander

This is on his watch list. In many ways it is a tremendous company. The rail business is great. The new CEO is making big changes. The company has tremendous upside, but at the same time the potential for bankruptcy has increased. He is not going to do any more on this until he sees more of a turnaround.


Price: $1.910
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: No
2015-07-17 COMMENT Cameco Corporation
CCO-T
Brendan Caldwell

He would have been much more bullish on this company when energy prices were higher, as uranium would have been seen a much more viable alternative. It is going to be a while before you see a rebound in alternative sources of energy.


Price: $16.860
Subject: CANADIAN VALUE
Bias: UNKNOWN
Owned: No
2015-07-09 DON'T BUY Crescent Point Energy Corp
CPG-T
David Burrows

This group is under pressure. A lot of people bought energy over the last several months thinking it is cheap and that oil prices have to move higher. His contention is that with lots of capital available and new technology that is very efficient at finding new energy, it is likely that the price deck is going to stay low for quite some time. Hedge funds, in particular, went double weight this year, and in the last few weeks, have been throwing in the towel. In this company, the risk is that we are trading virtually on the lows and a lot of people owned this for the dividends. If for some reason the company decides they are going to need to cut the dividend, there are a lot of people that are going to sell their stock.


Price: $26.070
Subject: NORTH AMERICAN - LARGE
Bias: BULL on US EQUITIES
Owned: No
2015-07-03 TOP PICK Carmanah Technologies
CMH-T
Bruce Campbell (2)

They provide different solar products in a number of different areas. A couple of years ago they had a business that wasn’t really doing so well operationally and they brought in a new management team, which had almost an immediate effect on turning the business around. Not only have they turned the business around, but they are making acquisitions. He thinks the wind is at their back for their products. Solar products have come down a lot in costs to the point where a lot of them are really comparable to what people would do in other situations. A good example would be a parking lot where you would normally string up lights that would be attached to the grid, but now they can make a solar parking lot and everything is off grid. Management owns about 45% of the stock.


Price: $7.040
Subject: CANADIAN
Bias: UNKNOWN
Owned: Yes
2015-06-30 TOP PICK Tucows Inc
TCX-Q
Jason Donville

Essentially the GoDaddy.com of Canada. Have been around since the early 90s back in the days when you had an Internet service provider, and the ISPs have all gone with this company. Another high compounding stock. ROE is about 29%. Trades both in Canada and US. It is liquid in the US, but not very liquid in Canada, so try to buy the stock in the US. Has a huge amount of excess cash flow, so they are continuously buying back their stock.


Price: $27.850
Subject: GROWTH STOCKS
Bias: UNKNOWN
Owned: Yes
2015-06-23 DON'T BUY Bombardier Inc (B)
BBD.B-T
Paul Taylor

The ‘C’ series is the key thing for the organization.  There are cost overruns and they are behind schedule and then there is the order book.  Business jets are still an improving environment.  It is a big capital expenditure for little revenue.  In rails there are specific projects, particularly in France, but overall there are a lot of question marks.  You have to watch the ‘C’ series and the drain in resources.


Price: $2.470
Subject: CANADIAN
Bias: BEARISH on CANADIAN MARKET
Owned: Yes
2015-06-19 COMMENT Merus Labs International
MSL-T
Peter Imhof

He likes the story. There are other players in the area as well. New management came in about a year ago and signed a couple of deals, and are probably going to sign a few more. Trades at a huge discount than its competitors, so people are moving into it. Thinks they were marketing in the US a few weeks ago, and you can see the volume has picked up.


Price: $3.140
Subject: NORTH AMERICAN - SMALL
Bias: OPTIMISTIC
Owned: Yes
2015-06-19 BUY Transalta Corp
TA-T
Benj Gallander

It has a lot of potential and a nice dividend.  There are a lot of people sitting on two sides of the fence as to where it is going to go.  Long term it should do well, but there is not enough clarity right now.


Price: $9.820
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Yes
2015-06-15 BUY Spartan Energy Corp
SPE-T
Teal Linde

He equates it to RRX-T.  They are focused on investing all their cash flow and have low debt.  They have proven their properties are fine and it is notable how management can make a difference.  He owns RRX-T.


Price: $3.150
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2015-06-12 SELL Long Run Exploration
LRE-T
Swanzy Quarshie

She would call this a Sell right now. This is not the right environment now for a company like this. Unfortunately they implemented a dividend when they had too much debt and when commodity prices were in a correction. Dividend was unsustainable so they had to get rid of it.


Price: $0.850
Subject: OIL & GAS
Bias: OPTIMISTIC on ENERGY
Owned: Unknown
2015-06-11 COMMENT Merus Labs International
MSL-T
Ross Healy

The CEO is X-Teva.  This company is more loved by institutional people than by analysts.  Forecasts are steadily going down.  His fair market value for the company is about 48% below where it is presently trading.  It has a really good balance sheet and he hopes they have some pretty good surprises next year.  This company has some risk.


Price: $3.350
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2015-06-10 TOP PICK Crescent Point Energy Corp
CPG-T
Dennis Da Silva

Acquiring Legacy (LEG-T). They have garnered a reputation for being a serial issuer. In this kind of oil price environment, people probably now appreciate that they issued stock and didn’t leverage up to do a lot of deals they did. Leaves them in a strong position. The 10.08% dividend is safe given the hedging they have in place for this year, and about a 3rd into 2016. The balance sheet is still solid.


Price: $27.470
Subject: CANADIAN RESOURCE
Bias: OPTIMISTIC
Owned: Yes
2015-06-09 DON'T BUY Long Run Exploration
LRE-T
John O'Connell, CFA

Doesn’t like this. It is one of those companies that was acquisitive and used a lot of debt. It hasn’t played out well. There are not a lot of buyers out there and they have the ability to be very picky. This one is probably being run by its bankers at this stage.


Price: $0.750
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2015-06-09 TOP PICK Spartan Energy Corp
SPE-T
John O'Connell, CFA

(A Top Pick June 30/14. Down 21.59%.) This has all the characteristics that you want in an oil/gas company. Very strong management, strong balance sheet and good resources with low cost structures. Have grown their production by about threefold since it became public. This is a company that could snap its fingers and raise $200 million and make a major acquisition and double its production.


Price: $3.160
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-06-08 HOLD Bonavista Energy Corp
BNP-T
Eric Nuttall

It has been a tough hold.  He wants to revisit the name.  It trades at a discount to peers.  It struggled.


Price: $6.930
Subject: OIL, GAS & SMALL-CAP CANADIAN
Bias: SELECTIVE
Owned: Unknown
2015-06-08 DON'T BUY Long Run Exploration
LRE-T
Eric Nuttall

Got themselves into a pickle in terms of debt heading into a collapse of crude price.  Debt to cash flow is 4.6 times so they are getting up there.  Has not owned it in 2 years.  If you believe in $70 oil this name could double, but at $65, no.  They could potentially sell some assets.


Price: $0.720
Subject: OIL, GAS & SMALL-CAP CANADIAN
Bias: SELECTIVE
Owned: No
2015-06-05 PAST TOP PICK Chemtrade Logisitics Inc.
CHE.UN-T
Keith Richards

(A Top Pick April 20/15. Down 6.29%.) This is an example of a stock that loves to go nowhere fast. Pays a huge dividend of 5.9%. He likes this for a position that is not likely to go up or down a lot over the summer. This is not trying to achieve maximum growth in a portfolio, but just preserving capital and make some dividends.


Price: $20.450
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2015-06-04 COMMENT Healthcare Leaders Income Fund
HHL.UN-T
Mike S. Newton, CIM FCSI

A theme that he is very interested in. He doesn’t know what this REIT actually owns, but would assume you will have your pharmaceuticals, and hopefully the bio-technology space. Even if it doesn’t have bio-technology, you might want to look at having this in your portfolio, even at these levels. Yield is 7%, so he presumes they are writing covered calls against these positions.


Price: $9.580
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: No
2015-06-02 TOP PICK Alcoa
AA-N
Lorne Steinberg

This has been over $30 five times in the last 15 years. It is a cyclical company, so you have to rent it, not own it. They are in a sweet spot right now. Have made a bunch of acquisitions and have gotten more into the value added part of the aluminum business. Aluminum prices are historically low, but this is still throwing off free cash flow. Earnings are at about $1 a share and US auto demand is going to rise 25% over the next couple of years, simply because of emission standards. Dividend yield of 0.95%.


Price: $12.620
Subject: Deep Value Global Equities
Bias: UNKNOWN
Owned: Yes
2015-06-02 DON'T BUY Enbridge
ENB-T
Lorne Steinberg

Preferred Series E. This is a rate-reset preferred. In Canada rates have been cut, so the sense is that the company that has issued these preferreds are not going to take you out in 5 years, and will leave you there with a possible lower dividend yield. Wouldn’t dump this while Canada is in kind of a rate dumping mode. At some point in time the cycle will turn and you will have an opportunity.


Price: $20.560
Subject: Deep Value Global Equities
Bias: UNKNOWN
Owned: No
2015-06-02 COMMENT IBC Advanced Alloys
IB-X
Fabrice Taylor

Have a technology that allows them to work with certain alloys and metals. They signed a contract to supply one of the big defence companies. The only negative is that it takes a long time to gain volume when you are dealing with defence contractors. If it does go, these guys can make a lot of money. He owns a little bit of this.


Price: $0.110
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2015-05-28 HOLD Home Capital Group
HCG-T
Patrick Horan

It is okay to hold this stock.  It is a derivative of oil because of the momentum out of Western Canada.  He thinks we are at $50-60 this year and $60-70 next year.  At that rate Calgary will do ‘okay’.  Then there will always be a discount on this stock.  He was short at the beginning of this year, but is not any longer.


Price: $42.200
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2015-05-27 BUY on WEAKNESS Spartan Energy Corp
SPE-T
Bill Bonner

Great Saskatchewan asset base. Lots of running room with 600-700 drillable locations. Likes the company and has great confidence in management’s ability to exploit the Frobisher/Alida play. They are at all the right addresses for an oil company. He would probably buy more on weakness.


Price: $3.230
Subject: CANADIAN ENERGY
Bias: UNKNOWN
Owned: Yes
2015-05-26 DON'T BUY AGF Management (B)
AGF.B-T
Norman Levine

Money management, overall, is a growth business, but not so much for this company. They have had terrible performance. They’ve lost assets and money managers. This is a nepotism company.


Price: $7.010
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2015-05-22 DON'T BUY Bombardier Inc (B)
BBD.B-T
David Cockfield

A speculative stock. Have a great business in trains, subways and railcars, and have done well and are known throughout the world. The big problem is their airplane. They seem to be working through the C series. If they can get that plane certified and start selling it, this is a great time to be selling that particular type of plane. If it works, it will be fantastic. If it doesn’t, there is some talk they may have to sell off the active part of the business. He would be too risk adverse to recommend this.


Price: $2.470
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2015-05-22 COMMENT Denison Mines Corp
DML-T
Bill Carrigan

Basically you have to watch the price of uranium, and it has to go through $40. The bellwether in the sector is Cameco (CCO-T), so you have to watch that. This stock is not going to do anything unless Cameco breaks out to new highs.


Price: $1.040
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2015-05-20 TOP PICK Convalo Health International Corp
CXV-X
Bruce Campbell (2)

Basically in the acquisition of addiction rehabilitation centres in the US. Just signed a couple of deals today. Growing by acquisition as well as organically. It’s the same group that brought in Patient Home Monitoring (PHM-X). Michael Dalsin (Chairman) has said that the organic growth of this one will make the organic growth at Patient Home Monitoring looks like it is really nothing at all. Have a fair bit of cash on the balance sheet. Has a pipeline of 10 companies in advanced discussions for acquisition.


Price: $0.630
Subject: CANADIAN
Bias: OPTIMISTIC
Owned: Yes
2015-05-20 DON'T BUY Pure Multi-Family REIT LP
RUF.U-X
Paul Gardner, CFA

This buys apartments and residential homes in the US. He loved that space up until a couple of months ago because of the recovery in the US housing market. There is some association with Pure Industrial REIT (AAR.UN-T), and he wants them to do one thing and one thing only. He would avoid this.


Price: $5.240
Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias: BULLISH
Owned: No
2015-05-19 DON'T BUY Crescent Point Energy Corp
CPG-T
Brian Acker, CA

His model price is $5.62. They are paying out $2.76. Earnings for 2015 is a negative $0.10 and a negative $0.09 for 2016. Yield is 9.41%.


Price: $28.750
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Unknown
2015-05-19 TOP PICK Spartan Energy Corp
SPE-T
Zachary Curry

(A Top Pick July 10/14. Down 21.5%.) This ultimately comes down to the management team, which has a proven conservative track record of executing. Great balance sheet. At $40 oil they would still be able to grow their production if they wanted. Their discipline is to spend within cash flow.  Debt levels are nice and low. Doesn’t pay a dividend which he views as a real positive.


Price: $3.130
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2015-05-15 TOP PICK Boardwalk REIT
BEI.UN-T
Derek Warren

In spite of the oil problems, numbers came out recently and they were fine. People living in Calgary will continue to live there, and perhaps are more inclined to continue renting an apartment as opposed to buying a house. This is a real opportunity to buy one of Canada’s top-performing REITs. Dividend yield of 5.83%.


Price: $59.530
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-05-14 SELL Bombardier Inc (B)
BBD.B-T
Allan Meyer

He is not a fan.  It does not make the grade.  They have some significant problems.  They are trying everything to deal with it.  You may want to pare up selling it with some gains for tax reasons. 


Price: $2.680
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2015-05-14 COMMENT Bombardier Inc (B)
BBD.B-T
Jim Huang

In a bit of a transition. They have been trying to market their C series more efficient jets. It is a better mouse trap, but they are up against stiff competition and are still struggling to get the C series going. Thinks the company will be okay, but will depend on the success of the C series.


Price: $2.680
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: No
2015-05-13 TOP PICK Patient Home Monitoring
PHM-X
Michael Decter

This is a firm with tremendous growth. It is an American business that came to Canada to raise some equity money. Under Obama care 12 or 13 million more people have health insurance. The American health system is struggling to move people out of hospitals and look after them at home. To look after them at home, you need home monitoring. This company is buying up a lot of the small firms that do that and consolidating them. Has a lot of room to grow.


Price: $1.510
Subject: CANADIAN
Bias: OPTIMISTIC
Owned: Yes
2015-05-08 HOLD Long Run Exploration
LRE-T
Ross Healy

At these energy prices and the earnings this company is making, it is very difficult to forecast successfully that it will survive. If he owned it, he would continue to sit on it and cross his fingers.


Price: $0.820
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-05-07 COMMENT Apple
AAPL-Q
Benj Gallander

Not his kind of company. Has been thinking for years that it was overvalued, but it keeps on going up. It does share buybacks which makes no sense to him. They’ve taken on debt that also makes no sense to him. At some point he thinks they will have difficulties.


Price: $125.260
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: No
2015-05-06 TOP PICK Pivot Technology Solutions Inc.
PTG-X
Jason Donville

This is a value added reseller of software. What makes it interesting is that John Sculley, the former CEO of Apple, is the chairman, but not a passive one. Haven’t done a lot of marketing in Canada, but believes they are going to do a lot of marketing in June-July. Trading at 7X 2015 earnings, and maybe 4X 2016 earnings. Don’t bet the farm on this, but it is worth a few bucks. He could see it at $1.00 in a year’s time.


Price: $0.500
Subject: GROWTH STOCKS
Bias: UNKNOWN
Owned: Yes
2015-05-06 BUY on WEAKNESS Sylogist Ltd.
SYZ-X
Jason Donville

(Market Call Minute.) Software company based in Calgary. Does a lot of stuff with the government. Stock is expensive, otherwise it is great. Look to buy at something closer to $5.50-$6.


Price: $7.270
Subject: GROWTH STOCKS
Bias: UNKNOWN
Owned: Unknown
2015-05-06 PAST TOP PICK Valeant Pharmaceuticals
VRX-T
Jason Donville

(A Top Pick June 24/14. Up 101.07%. My records do not show Jason being on BNN on that day, so I am using the figures that BNN is showing.) Great company and he has never sold a share. Thinks this is one of those companies that will continue to push on.


Price: $260.200
Subject: GROWTH STOCKS
Bias: UNKNOWN
Owned: Yes
2015-05-01 TOP PICK Americas Silver Corp.
SPM-T
Jaime Carrasco

What is interesting is that the rock that is being produced is all low-grade production. Just by diverting to high grade, they can really kick up production when the time is right and when we need silver prices much higher. Ridiculously cheap. Good management and good locations.


Price: $0.210
Subject: RESOURCE, UTILITY & REITs
Bias: BULLISH on GOLD
Owned: Yes
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