| Date | Signal | Company | Expert | Opinion | Price |
|---|---|---|---|---|---|
| 2013-06-10 | TOP PICK |
Merck--and--Company MRK-N |
Ross Healy |
Entire healthcare index in the US hit a low at twice Book, which was last seen in 1982. Whole group has been recovering. Currently heading towards 4X BV but it peaked at 10. So he thinks there is room for these stocks to keep on moving. He went through the index to see which one had been left behind and had a decent dividend and chose this one. |
Price: $48.460 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-06-10 | TOP PICK |
Osisko-Exploration-Ltd- OSK-T |
Charles Oliver, HBSc CFA |
(Top Pick Jul 26/12, Down 46.63%) He is doubling down on it. Went through teething pains. Throughput has doubled. Good, safe jurisdiction. 15 times PE. Will go to 10 times PE as they ramp up. May actually initiate a dividend. |
Price: $4.570 Subject: PRECIOUS METALS Bias: OPTIMISTIC Owned: Yes |
| 2013-06-10 | TOP PICK |
Rogers-Communcations--B- RCI.B-T |
Ross Healy |
Had a fair setback from about $54. Good technical support at around $44-$45. Nice yield. Terrific ROE. Thinks it is due for a nice bounce of maybe 15%-20%. |
Price: $45.750 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-06-07 | TOP PICK |
Intertek-Group-plc ITRK-LON |
Mark Grammer |
A testing, inspection and certification company. There are only 3 big players. Great growth opportunity from their organic business, but also from bolt-on acquisitions. They do maybe one every 2 months. There do a 5,000,000-10,000,000 pound acquisition. This adds significantly because they can take out all the back office and just work with the front office and sales. Sees double digit growth long into the future. |
Price: $0.010 Subject: GLOBAL Bias: OPTIMISTIC Owned: Yes |
| 2013-06-07 | TOP PICK |
JP-Morgan-Chase--and--Co JPM-N |
Mark Grammer |
Have finished acquiring the joint venture of City, which should close pretty soon and will be tied with Merrill Lynch for the largest wealth management brokerage business. They could triple their profits. They are going to add $57 billion in deposits over the next 3 years because of that. As interest rates rise, the spread rises and you could add $800 million in profits. That would be 15%-20% of their current profit, just from the deposit base alone. |
Price: $54.270 Subject: GLOBAL Bias: OPTIMISTIC Owned: Yes |
| 2013-06-07 | TOP PICK |
Coca-Cola-Femsa KOF-N |
Mark Grammer |
(A Top Pick August 9/12. Up 26.8%.) Has come off quite a bit. There is a slowdown in Brazil that is affecting them. Diversifying their portfolio. Now have bottling operations in the Philippines, which is their entrée into Asia. Have a very good relationship with Coca-Cola (KO-N), which owns a significant portion of this company. With the selloff, he is looking at this as a good opportunity. |
Price: $144.820 Subject: GLOBAL Bias: OPTIMISTIC Owned: Yes |
| 2013-06-07 | TOP PICK |
Vangrd-Dividend-Appr--E-T-F- VIG-N |
David Cockfield |
This gives you an entrée into the US market with a lot of the big stocks that have shown a tendency to increase their dividends. Low yielder, but a good hold. Good diversification. |
Price: $68.130 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-06-07 | TOP PICK |
BMO-Low-Volatility-Cdn-Eqty-ETF ZLB-T |
David Cockfield |
Has found that ETFs work very well, particularly in smaller portfolios. There has been a significant selloff recently which gives you an opportunity to get into these instruments. Management costs on these are relatively low. You get excellent diversification. |
Price: $18.840 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-06-07 | TOP PICK |
BMO-Covered-Call-Utilities-ETF ZWU-T |
David Cockfield |
Has sold off quite smartly. A pretty broad utility index. Good yield at 6%. Also, they are writing covered calls. |
Price: $14.510 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-06-06 | TOP PICK |
A-Comment----General-Comments-From-an-Expert A Commentary |
Hap (Robert) Sneddon FCSI |
10-year Government Canada Bond. In 2010 and 2011, economists and much of the mainstream media were saying that rates have to rise but it didn’t happen. This market is where it is because of all the money that has been pushed at it. Risk/reward is really good from here. This could just be a short term play that carries you over into October. |
Price: $0.020 Subject: TECHNICAL ANALYSIS Bias: BULLISH Owned: Yes |
| 2013-06-06 | TOP PICK |
Alamos-Gold-Inc AGI-T |
Dennis Da Silva |
One of the more defensive ways to play because all in costs are probably $800. Low costs, growth perspective with Turkey mine, so they can withstand this volatility on the gold price. He bought a month ago. He bought it on weakness. You might want to wait through the summer for some weakness. |
Price: $15.080 Subject: CANADIAN RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-06-06 | TOP PICK |
BCE-Inc- BCE-T |
Hap (Robert) Sneddon FCSI |
The whole interest-rate sensitive area is coming off pretty fast and hard but this one was so close to his risk management level that he felt it was a really good time to add more. |
Price: $45.410 Subject: TECHNICAL ANALYSIS Bias: BULLISH Owned: Yes |
| 2013-06-06 | TOP PICK |
Cequence-Energy-Ltd- CQE-T |
Dennis Da Silva |
Gas side. About 9k BOE producer. Sleepy last few quarters. They are building out infrastructure that will lead to production growth over the next year. A bit of an underappreciated story. Sees upside. |
Price: $1.900 Subject: CANADIAN RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-06-06 | TOP PICK |
Denison-Mines-Corp DML-T |
Dennis Da Silva |
Moving into the Uranium space is looking better and better. Japanese authorities will give the go ahead to restart reactors in a month or two. This will be a driver to bring uranium prices off their lows. DML is a take-out candidate. They are well positioned. |
Price: $1.370 Subject: CANADIAN RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-06-06 | TOP PICK |
SPDR-Gold-ETF GLD-N |
Hap (Robert) Sneddon FCSI |
(A Top Pick July 26/12. Down 12.87%.) Risk/reward is really good. Chart shows a little bit of a test at $132. Gold tends to have its biggest moves when you have currency fluctuations versus inflation. |
Price: $136.530 Subject: TECHNICAL ANALYSIS Bias: BULLISH Owned: Yes |