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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
2015-05-26 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
2015-05-20 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
2015-05-15 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
2015-05-06 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 Scorpio Mining 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
2015-04-30 TOP PICK Banco Santander SA
SAN-N
Rick Stuchberry

(Top Pick Apr 16/14, Down 16.17%) China is going to become the largest consuming country and these guys are the box on the supplier as far as purchasers are concerned.  He thinks this one could really surprise you on the upside.  The price has stabilized here.


Price: $7.520
Subject: CANADIAN LARGE & ADRs
Bias: CAUTIOUS
Owned: Yes
2015-04-27 DON'T BUY Patient Home Monitoring
PHM-X
Stephen Takacsy, B. Eng, MBA

His impressions were that they are focused on an acquisition and roll up strategy.  Their conference call did not focus on operations.  He does not know if they can integrate their acquisitions and operate them properly. 


Price: $1.390
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2015-04-23 TOP PICK TorstarCorp (B)
TS.B-T
John Zechner

They are sitting on a lot of cash.  Over half of their market capitalization is cash.  7.78% dividend yield.  You get a great yield while you wait.


Price: $6.890
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2015-04-22 COMMENT Bombardier Inc (B)
BBD.B-T
Jerome Hass

Has never been a big fan of this company. The issue has largely been with their accounting, which he doesn’t think is the most robust. Also, the transport division for him, for the last 15 years, has been run for cash flow as opposed to profitability. Not a fan.


Price: $2.540
Subject: CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias: UNKNOWN
Owned: No
2015-04-21 DON'T BUY Tourmaline Oil Corp
TOU-T
David Burrows

Tourmaline (TOU-T) or Paramount Resources (POU-T)? He would buy financials before he bought energy.


Price: $41.630
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Unknown
2015-04-20 TOP PICK Chemtrade Logisitics Inc.
CHE.UN-T
Keith Richards

Stock tends to trade between $19 and $22. It is at the top of its trading range, but thinks there is going to be more money rotating into it over the summer. Good dividend of around 5%. Low volatility.


Price: $22.030
Subject: TECHNICAL ANALYSIS
Bias: CAUTIOUS
Owned: Yes
2015-04-15 COMMENT Canaccord Financial Inc
CF-T
Peter Hodson

A very, very cheap company and trading almost below its BV and almost below its cash value as well. They are very highly tuned to the capital market, particularly the Junior markets in terms of technology and resources. He really doesn’t know why investors are not appreciating the stock. It has high leverage to capital markets, a great balance sheet, and great earnings potential if things go well, and as these finances come back, their leverage on investment banking fees and advisory work is very, very big. Good company.


Price: $7.260
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: No
2015-04-13 DON'T BUY Bombardier Inc (B)
BBD.B-T
Colin Stewart

He would stay away from this. It is too tough to figure out. Unfortunately it has consistently disappointed on its earnings. Has a lot of debt.


Price: $2.600
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: No
2015-04-06 DON'T BUY Legacy Oil and Gas Inc.
LEG-T
Eric Nuttall

If you believe the price of oil is falling there are some companies you don’t hold.  This one has a stretched balance sheet.  They need $53 oil for them not to trip their covenants.  If they recover, will investors go back to them?  He is not going to bottom feed.


Price: $1.850
Subject: OIL & GAS - JUNIORS
Bias: BULLISH on ENERGY
Owned: Unknown
2015-04-06 DON'T BUY Pacific Rubiales Energy Corp.
PRE-T
Eric Nuttall

It is in a terribly financial situation.  They were deploying capital into several countries and now debt to cash flow is very high. 


Price: $3.080
Subject: OIL & GAS - JUNIORS
Bias: BULLISH on ENERGY
Owned: No
2015-03-26 DON'T BUY Apple
AAPL-Q
Benj Gallander

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


Price: $124.240
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: Unknown
2015-03-25 DON'T BUY Bombardier Inc (B)
BBD.B-T
John Wilson

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


Price: $2.540
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC on US ECONOMY
Owned: Unknown
2015-03-20 DON'T BUY AutoCanada Inc.
ACQ-T
Norman Levine

It is a consumer discretionary stock.  The heavy snow in the Maritimes prevented people from getting out and buying cars.  The stock also suffered from the oil price because of western Canada exposure.  It has some corporate governance issues in that the former CEO who is now the chairman also owns a number of dealerships outside of ACQ-T and some lands that used to be leased from him for dealerships.


Price: $33.750
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on EUROPE
Owned: Unknown
2015-03-20 TOP PICK Callaway Golf
ELY-N
Norman Levine

It is a turnaround story.  The ones that do work usually take longer than people expect it to but the benefits are then usually bigger than people expect them to be.  Improved balance sheet, distribution, manufacturing, and product line and the company is gaining market share against the compeition.  Last year they were hurt by a bad winter and spring and half their revenue is outside the US so the strong US dollar has hurt them.


Price: $8.580
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on EUROPE
Owned: Yes
2015-03-20 TOP PICK SNC-Lavalin Group Inc.
SNC-T
Norman Levine

Highly volatile stock but everything in it is old news.  The latest thing to hurt them were criminal charges from the RCMP based on what happed to them in the past.  Canadian law states if you are a company and convicted, you can’t bid on government work forever.  The company has not been convicted yet.  This is an election year in Quebec and this is a Quebec company.  He thinks this law will likely be changed.  They raised their dividend and companies in trouble don’t raise their dividend.


Price: $40.820
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on EUROPE
Owned: Yes
2015-03-19 BUY AutoCanada Inc.
ACQ-T
Robert McWhirter

(Market Call Minute) middle of the pack in his stock list.  A reasonable opportunity this year.


Price: $42.740
Subject: CANADIAN & TECHNOLOGY
Bias: SELECTIVE
Owned: No
2015-03-17 SELL Legacy Oil and Gas Inc.
LEG-T
Ross Healy

They are down and badly slammed and their earnings are way down, so the recovery potential is not visible and that is a problem for him as a value investor.  You can put them away and look at them in 3 to 4 years or you could take a tax loss if it is beneficial. 


Price: $1.600
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-03-13 DON'T BUY Bombardier Inc (B)
BBD.B-T
Gavin Graham

There is a new CEO in place. This is a company where you stay at arms length. The civil aviation business is a really, really rough game. The C100 is late and is over budget. When you are a relatively smaller player, it becomes a lot more serious.


Price: $2.490
Subject: GLOBAL
Bias: UNKNOWN
Owned: No
2015-03-12 TOP PICK Bombardier Inc (B)
BBD.B-T
Christine Poole

Has not owned in 10 years and it got to the point that sentiment was just so low.  They came out with a new issue that was oversubscribed.  The equity along with the debt offering was more than enough to fund the `C` series.  The new CEO knows aerospace very well.  He comes from a corporate culture strong in margin improvement and cost reduction.  The plane is going to the Paris air show in June.   She puts it in her growth accounts.


Price: $2.450
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2015-03-12 DON'T BUY Bombardier Inc (B)
BBD.B-T
Paul Harris, CFA

He doesn’t like this company and has never owned it. It took a bet on the C series plane, and they poorly executed on it. They actually don’t have enough orders to start production. Had massive overruns. They’ve had to cut their dividend and do an issue in order to clean up their balance sheet a little.


Price: $2.450
Subject: GLOBAL
Bias: UNKNOWN
Owned: No
2015-03-09 DON'T BUY Bombardier Inc (B)
BBD.B-T
John Zechner

He has been up and down a couple of times with this, and is not buying it this time. He can see why people would want to take a shot at it with the C series just coming out now. They may have missed the boat, and a lot of the C series buyers may have moved on.


Price: $2.390
Subject: NORTH AMERICAN - LARGE
Bias: BEAR
Owned: No
2015-03-09 HOLD Chartwell Seniors Housing
CSH.UN-T
Teal Linde

Got a new CEO five years ago.  They had a lot of debt and now they are waiting for the dividend to go up.  They have said they will do it when they can continue to do so on an ongoing basis.  He would not sell until the dividend was raised.


Price: $11.950
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Unknown
2015-03-05 SELL Crescent Point Energy Corp
CPG-T
Brian Acker, CA

This has never been one of his favourites.  It has a model price of $4.76 (yes, four dollars).  They pay out too much and are making a lot of capital expenditures.  It had a bounce and looks to be testing his EBV line at $22.60.


Price: $29.860
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: Unknown
2015-03-02 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

ETF.com in the US gives an overview of all the ETFs available.  There is not such a web site in Canada that he is aware of.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-02-26 TOP PICK Cenovus Energy
CVE-T
Douglas Kee

(A Top Pick May 7/14. Down 29.42%.) Long-term assets and low cost producer of SAGD in Christina Lake and Foster Creek. Have other assets they have delayed putting money into, but will do so longer-term. Balance sheet is in pretty good shape. Just did a $1.5 billion issue. Instituted a DRIP program at a 3% discount. Also, have royalty properties that they could sell. Management has stated that protecting the dividend is very important to them. Yield of 4.89%.


Price: $21.760
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
2015-02-24 N/A A Comment -- General Comments From an Expert
A Commentary
Barry Schwartz

TFSA accounts? This is a wonderful vehicle. Great for the young investors. If the government lets it continue and lets it grow over time, people are going to have millions of dollars in their TFSAs when they retire.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: _N/A
2015-02-24 BUY Brookfield Asset Management (A)
BAM.A-T
Barry Schwartz

Has held this for decades and he likes the story. Feels management is a bunch of brilliant people, and they are all focused on creating shareholder value because they are shareholders and owners themselves. In this low interest rate environment, pensions, endowments, etc. are looking for alternative assets to get access to, and one of the ways is to co-partner with this company. Raising lots of money to invest in distressed assets and in long life interest structure assets, and he thinks they are going to make a bunch of money. Just raised the dividend 6%.


Price: $68.670
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-23 SELL ON STRENGTH Bombardier Inc (B)
BBD.B-T
Larry Berman CFA, CMT, CTA

It is one of the dogs he held.  Even the smart analysts don`t know where this stock is going.  He is looking to exit it in the mid-$3 area.  This is a speculative play.


Price: $2.350
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-02-23 WAIT Scorpio Mining Corp.
SPM-T
Peter Brieger

Don’t buy more yet, but wait to see what management will do.


Price: $0.195
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2015-02-18 DON'T BUY Pacific Rubiales Energy Corp.
PRE-T
David Cockfield

Got out of this some time ago. Feels it has some detrimental aspects that you have to recognize. Some of their major fields will revert back to the Colombian government in a relatively short time. Haven’t been that good in terms of their ability to produce some of the fields. Discoveries have not kept up in terms of the quality and size.


Price: $4.170
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2015-02-13 SELL Interfor Corp
IFP-T
Jon Vialoux

Homebuilders tend to do well from about October all the way through to the present. If you own, start taking your profits. This one has had a great run, but the period of seasonal strength is now arguably at an end. The trend on this still appears to be positive, but from a seasonal perspective these things tend to underperform going forward.


Price: $22.950
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: BULLISH
Owned: Unknown
2015-02-11 N/A A Comment -- General Comments From an Expert
A Commentary
Hank Cunningham

Bond education. He has authored a book called “In Your Best Interests” and “The Ultimate Guide To the Canadian Bond Market” is the trailer. This is available at any Odlum Brown branch or at Amazon. You can also ask him questions on his website http://www.inyourbestinterest.ca where you can ask him questions.


Price: $0.020
Subject: FIXED INCOME
Bias: UNKNOWN
Owned: _N/A
2015-02-10 COMMENT Temple Hotels
TPH-T
Jerome Hass

This was a bad call on his part. Had been invested in this for a long time, but finally threw up his hands and gave up in December for tax loss selling. Has a lot of exposure to Fort Murray. He probably would have ridden out the storm, but one of the things working against them, even before oil prices started to correct, was that they just kept coming back to the market and tapping capital markets for either convertible debentures or for equity. Sometimes management just gets too capital happy.


Price: $2.800
Subject: CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias: UNKNOWN
Owned: No
2015-02-03 COMMENT Armtec Infrastructure
ARF-T
Benj Gallander

Has been trying to talk to management, but with no success. There is no question this could go under. Looking at convertible debentures, the convertible rate is $26.70. If you hold them until they mature, you would get better than 100%, but the question is whether they actually do that. They have a huge debt load along with some other headwinds, including the weak Cdn$. However, they do have Brookfield Capital behind them.


Price: $0.250
Subject: CONTRARIAN INVESTING
Bias: UNKNOWN
Owned: No
2015-01-30 COMMENT Peyto Exploration & Develop.
PEY-T
Greg Newman

One of the most sustainable and best names and is almost all natural gas. Even at $3.25 gas, their debt to cash flow is fairly reasonable at 2X, so their balance sheet is still pretty good. Their payout ratio goes to 144%, which is a whole lot better than the group of 216%. If gas prices stay low, they all will be forced to cut their dividend, but this is a quality company that continues to grow production. If you are going to bet on the natural gas play, this is a good one to own.


Price: $32.100
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2015-01-29 DON'T BUY AutoCanada Inc.
ACQ-T
Ben Cheng

A wonderful operator.  The reality is that the dealerships are centered in Western Canada.  It will be tough for them to just maintain sales. 


Price: $34.770
Subject: REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias: CAUTIOUS
Owned: Unknown
2015-01-28 HOLD IMRIS Inc.
IM-T
Fabrice Taylor

Manufactures surgical suite equipment. Did a financing and the insiders took the entire financing just before Christmas. Has never seen insiders take an entire financing and lose money. Because of this, he thinks it can go higher. Expect they are going to have a good year.


Price: $0.990
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2015-01-28 COMMENT Nuvo Research
NRI-T
Fabrice Taylor

A drug company that has a commercial product that is selling. Also has a very interesting allergy drug they are testing in Germany. If they can come up with a really effective treatment, this stock is going to go a lot higher. Results from phase 2 clinical trials are out in a week or 2. He has done extremely well in this name. Be a little bit cautious until you see what the clinical results are, but this is a classic case of “buy on rumour and sell on news”. Have a pile of cash so the downside is pretty limited. If it works out, the stock is going to go much higher, but if it doesn’t the downside could be $6 only.


Price: $9.640
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2015-01-26 WATCH Canadian Western Bank
CWB-T
Patrick Horan

One of the smaller Canadian banks.  He is cautious on it right now.  You want to see loan loss provision scale up.  Wait for it to get down to a 5% yield.


Price: $28.550
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2015-01-23 HOLD Enbridge Income Fund Holdings
ENF-T
Jaime Carrasco

Really likes management and feels safe with the dividend payment. Within the solid blue-chip payers, this is one of those that you should Hold and use other sectors to add if you get any kind of a pullback.


Price: $42.990
Subject: RESOURCE, UTILITY & REITs
Bias: UNKNOWN
Owned: Yes
2015-01-22 TOP PICK IGM Financial Inc.
IGM-T
David Cockfield

(Top Pick Jan 22/14, Up 12.14%) Benefited from currency fluctuations.  The technology sector runs a bit with the economy.  You need to get your US content up and this is a safe way to do it.  Good expense ratio.  A good solid way to participate in the US tech sector.  Broad diversification.


Price: $44.820
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-01-22 SELL Pacific Rubiales Energy Corp.
PRE-T
David Cockfield

He got out about 6 months ago.  Management kept missing their objectives.  There were questions about leases reverting back to the Columbian government.  He feels the risks are still there.  Take your losses and move on.


Price: $3.750
Subject: CANADIAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: No
2015-01-21 COMMENT Legacy Oil and Gas Inc.
LEG-T
Bruce Campbell (1)

He did a lot of trimming of oil in Oct/Nov, including this one. It has a levered balance sheet, but has really good assets. Probably a trading vehicle now. If you think oil is going to $65-$70 by the end of the year, the stock will be up, but if oil goes to $40 and stays there, they would be in financial difficulty. If you Buy, don’t stay in it for very long.


Price: $1.560
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2015-01-21 COMMENT Tricon Capital Group
TCN-T
Bruce Campbell (1)

This is a beneficiary of the weaker Cdn$. They have been pretty early in the trend to have bought properties in the US, mostly in the south. Feels it is relatively safe. They purchased things in contiguous geographic blocks that are saleable, but it is still early enough that discussion has probably not been had about any exit strategy. 6.2% yield.


Price: $8.980
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2015-01-20 HOLD Chartwell Seniors Housing
CSH.UN-T
Paul Gardner, CFA

Retirement homes. Have spent the last couple of years making it a cleaner story. Retirement space is very complicated because they have to deal with government, demographics, senior citizens being unable to pay, etc. What you want is a story that is not as complicated as that. This is the right time to still own this as it is a great cash flow business. Occupancy rates are on a higher trend. About a 7% yield.


Price: $12.240
Subject: FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias: UNKNOWN
Owned: Unknown
2015-01-19 BUY on WEAKNESS Apple
AAPL-Q
Zachary Curry

You’re going to get some volatility. As the holiday sales get announced, there is going to be some people that think they are great numbers and others that don’t. From a financial point of view, the company is in great shape. Strong balance sheet and have lots of cash. They are buying back stock and they have a dividend. He would wait for the stock to pull back below $700.


Price: $105.990
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-01-15 WAIT Baytex Energy Corp
BTE-T
Michael Bowman

Always been one of his favourites.  One of the first to sign a contract to move their oil by rail.  They have always been ahead of the curve.  Companies are not being rewarded for keeping the dividend so why would they do so.  When they cut dividends it really hurts.  He does not know if this one will cut it.  We need to see oil start to move up.  He believes it will, but it could go lower first.


Price: $16.770
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: Bullish on Canadian Equities
Owned: Unknown
2015-01-14 COMMENT CRH Medical Corp.
CRH-T
Bruce Campbell (2)

CRH Medical (CRH-T) or Merus Labs (MSL-T)? These are not really comparable to one another. This is the one that looks very interesting. Just made an acquisition at the beginning of December, and the stock had a big run. It looks like they could produce some really high numbers. If he were buying one or the other, it would probably be this one.


Price: $2.040
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
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