Stockchase Daily News RSS The Days Comments by Experts http://www.stockchase.com/ en A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Markets.&nbsp;</strong></span> He is looking at the earnings of each company, but as long as the earnings are coming through he is willing to keep holding them.&nbsp; You have to be stock selective.&nbsp; Cap-X has been going up.&nbsp; Companies don&rsquo;t feel the need to keep the money on the balance sheet so much now.&nbsp; He sees attractive companies in all sectors.&nbsp; There is no overweight in any one sector.</p> http://www.stockchase.com/opinions/view/136988 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136988 Benev Capital <p>Thought it would do well a year ago.&nbsp; What happens now is there was a fight with Difference Capital and the management team bought a royalty on a restaurant chain out west.&nbsp; They placed 11 million shares and he thinks they will do very well.&nbsp; There was a lot of demand for the shares.&nbsp; They have a 10% yield, the stock is halted right now but when it is released it should do well.</p> http://www.stockchase.com/opinions/view/136989 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136989 Wanted Technologies <p>Was a Top Pick a year and a half ago.&nbsp; He still likes the story.&nbsp; No analyst coverage and at some point there will be. Not afraid to buy it at these prices.&nbsp; HR Management.</p> http://www.stockchase.com/opinions/view/136990 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136990 Avigilon Corp <p>The numbers seem to be very good and they took a lot of market share from others.&nbsp;</p> http://www.stockchase.com/opinions/view/136991 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136991 Wi-Lan Inc. <p>They came in with earnings that were higher than expected.&nbsp; They don&rsquo;t have any litigation costs at present so are going higher.&nbsp; But he feels it is a momentum move and should be a growth play.&nbsp; It should be flat for now.</p> http://www.stockchase.com/opinions/view/136992 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136992 Yangarra Resources <p>Likes the story.&nbsp; When they did financing he was the lead order.&nbsp; Over the next couple of years you will see production growth.&nbsp; He has been adding to his position.</p> http://www.stockchase.com/opinions/view/136993 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136993 Intertape Polymer Group <p>Would continue to hold it.</p> http://www.stockchase.com/opinions/view/136994 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136994 RDM Corporation <p>It has been weak so he has been adding to the position.&nbsp; A bit of a micro cap. Great balance sheet.&nbsp; Trades at a low multiple with a low market cap.</p> http://www.stockchase.com/opinions/view/136995 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136995 Mandalay Resources Corp. <p>Was a favorite name at his previous employer.&nbsp; They continue to come through with higher production and lower production costs.&nbsp; It is rather illiquid for him with the fund he is running.</p> http://www.stockchase.com/opinions/view/136996 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136996 Equity Financial Holdings <p>There was an executive proxy battle.&nbsp; He does not see how the earnings will now accelerate.&nbsp; It will take a while to ramp up again.</p> http://www.stockchase.com/opinions/view/136997 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136997 Loyalist Group Limited <p><span style="background-color: #ffffff; color: #ff0000;"><strong>(Top Pick July 11/13, Down 24.17%)</strong> </span>They still have an opportunity to come through. They missed on a couple of quarters.</p> http://www.stockchase.com/opinions/view/136998 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136998 Canacol Energy Ltd. <p><span style="color: #ff0000;"><strong>(Top Pick July 11/13, Up 116.26%)</strong></span> Started buying when he moved to AGF.&nbsp; They did a big financing and people participated.&nbsp; He really likes the story,&nbsp; A lot of news coming out over the next 4-5 weeks.&nbsp; A lot of catalysts in the next 6 months.</p> http://www.stockchase.com/opinions/view/136999 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136999 Penn West Petroleum <p>Down 15% or so today.&nbsp; This will not go to zero. If you made money on a short like this, then take the money and run.&nbsp;</p> http://www.stockchase.com/opinions/view/137000 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137000 Bellatrix Exploration Ltd. <p>He has been disappointed.&nbsp; It is fairly cheap and they have some good growth longer term.&nbsp; Don&rsquo;t sell; new people have to move into the story.&nbsp; He would like to see it trade sideways for a while.</p> http://www.stockchase.com/opinions/view/137001 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137001 Merus Labs International <p>Looking to make acquisitions.&nbsp; They are all competing on acquisitions.</p> http://www.stockchase.com/opinions/view/137002 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137002 Lundin Mining Corp. <p>Likes it in terms of production numbers.&nbsp; People are moving out of some of the other base metal names and into this one.&nbsp; Likes the management team.</p> http://www.stockchase.com/opinions/view/137003 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137003 Macro Enterprises <p>They took a bit of a loss on a contract to engage some small guys.&nbsp; Does not think the next quarter will be any better.&nbsp; Prefers PRW-T.</p> http://www.stockchase.com/opinions/view/137004 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137004 Martinrea <p><span style="color: #ff0000;"><strong>(Top Pick July 11/13, Up 14.98%)</strong></span> He bought Magna instead of this.&nbsp; Likes both names.</p> http://www.stockchase.com/opinions/view/137005 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137005 DHX Media <p>They have been in the right place at the right time.&nbsp; They acquired the family channel.&nbsp; They have to renew with Disney over the next few years.&nbsp; They could get bought out over time.</p> http://www.stockchase.com/opinions/view/137006 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137006 Panterra Resource <p>Did a very good at making the acquisition at a very low multiple on the deal.&nbsp; They should do well as they come out with a couple of quarters after the deal.&nbsp;</p> http://www.stockchase.com/opinions/view/137007 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137007 Mart Resources Inc <p>Nigerian oil and gas play.&nbsp; This is a tough one.&nbsp; It is not for the faint of heart.&nbsp; Looking at acquisitions that may grow their production quite a bit.&nbsp; Does not know if he would enter the stock right now.</p> http://www.stockchase.com/opinions/view/137008 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137008 Capstone Mining Corp. <p>Not too many ways to play the base metals companies.&nbsp; Likes management.&nbsp; Mid-cap copper producer.&nbsp; A lower cost producer.&nbsp; He likes the story.</p> http://www.stockchase.com/opinions/view/137009 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137009 Guestlogix <p>History of over promising and under delivering.&nbsp; Does not like the earnings profile and cash flows.&nbsp; Never hit on where they say they will.</p> http://www.stockchase.com/opinions/view/137010 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137010 Celestica Inc <p>Just reported earlier this week.&nbsp; Numbers were good, but softer than people expected.&nbsp; He exited at $10 at his previous employer.&nbsp; He owns just a little bit.&nbsp; You won`t be hurt by this story.</p> http://www.stockchase.com/opinions/view/137011 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137011 Tricon Capital Group <p>It has been range bound.&nbsp; Met with management team and he likes the story.&nbsp; There are catalysts coming up as they sell an asset.&nbsp; There are better ways to play the housing market.</p> http://www.stockchase.com/opinions/view/137012 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137012 Athabaska Oil Sands Corp <p>There are so many better places to play in the oil and gas area.&nbsp; Don`t hang your hat on them getting the money from Petro China.</p> http://www.stockchase.com/opinions/view/137013 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137013 Sandvine Corp. <p>Turnaround story.&nbsp; The management team has learned from their mistakes and now have things right.&nbsp; Done well in terms of earnings over the last few quarters.&nbsp; Low multiple.&nbsp; $1 a share in cash.&nbsp; 12 times earnings.&nbsp; 50% earnings growth next year.&nbsp; Margins continue to increase.&nbsp; Multiple will continue to increase.&nbsp; There is a scarcity of technology companies in Canada and this one is a good take out candidate.</p> http://www.stockchase.com/opinions/view/137014 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137014 Rock Energy Inc. <p>Divested some of their higher cost assets.&nbsp; Cash flow growth goes from $0.76 to $1.85.&nbsp; $2.75 next year.&nbsp; Cheaper than the others.&nbsp; Would be a good acquisition.</p> http://www.stockchase.com/opinions/view/137015 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137015 Espial Group <p>Just signed with a tier one communications company.&nbsp; Cable companies are losing a lot of business to Netflix.&nbsp; Are going to try to enhance the cable experience to subscribers.</p> http://www.stockchase.com/opinions/view/137016 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137016 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Markets. </strong></span>The GDP out of the US today was fantastic. This should lead to stronger earnings growth going forward. As long as we see the economy growing, which it has been over the last few quarters, we should continue to see earnings numbers from individual companies continue to be positive. Thinks there could also be some concern that the strong data means higher interest rates and less taper. A few things &nbsp;he is watching fairly closely are margin debts, which have continued to rise over the last several months. However, what is more concerning is that when credit gets pulled away, the margin debt numbers start to drop. He is seeing sentiment very much bullish for the newsletter writers, but the individual investors for the last 3 weeks in a row, have actually become more bearish. Two factors that he thinks are important for predicting a recession is 1) the price of oil, and whether or not it has seen an 80% increase in the past 12 months. We need oil to be trading in the $140&rsquo;s for that to happen. 2) An inverted yield curve and we&rsquo;re certainly not at that point in time right now.</p> http://www.stockchase.com/opinions/view/137017 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137017 Knight Therapeutics <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Moved out of this to increase his position in another holding. This company has great leadership and great management. He is just waiting for them to execute on a deal. They are all cashed up and waiting for something to happen.</span></p> http://www.stockchase.com/opinions/view/137018 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137018 Crescent Point Energy Corp <p><span style="color: black; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">After they made the acquisition in Utah and came out with the numbers there, the stock moved up, but of late it has pulled back along with the rest of the sector. Very well run company.</span></p> http://www.stockchase.com/opinions/view/137019 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137019 Raging River Exploration <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Wouldn&rsquo;t be surprised to see Crescent Point (CPG-T) taking a look at this as an acquisition. They are in the same area.</span></p> http://www.stockchase.com/opinions/view/137020 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137020 Pine Cliff Energy <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Has had a great run. Announced 2 acquisitions in the last few weeks alone. He would want to see it pull back a little because you are basically paying all-time highs for it now. Phenomenal management team that keeps making acquisitions, and he expects to see more.</span></p> http://www.stockchase.com/opinions/view/137021 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137021 Surge Energy Inc <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Owns this in his income portfolios. Very well-managed. Thinks this will continue to grow via the drill bit like it has been. Could see it eventually as a takeout target. A lot of insider buying.</span></p> http://www.stockchase.com/opinions/view/137022 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137022 Badger Daylighting <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">From a company and fundamental standpoint, there is lots of room for them to grow, over the next few years. Probably won&rsquo;t have the performance that it had in the last 2 years. Before buying, he would want to see it recover, and start to see some positive indicators from the MACD and stochastic indicators. When you see those crossover from a weekly basis that would be the time to buy.</span></p> http://www.stockchase.com/opinions/view/137023 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137023 Element Financial <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Has owned this in the past. Great management team. Continues to make a lot of acquisitions and continues to grow. This is one that you could tuck away for a five-year time horizon. They may not be around at that point. Had been approached by some Canadian and Japanese banks about buying out their business.</span></p> http://www.stockchase.com/opinions/view/137024 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137024 Trinidad Drilling Ltd <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This one ranks in the middle of the pack in his processing. Expects there will be continued growth in the industry. A good-quality name. Currently, we are seeing a little bit of wind come one of the sails of the service stocks.</span></p> http://www.stockchase.com/opinions/view/137025 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137025 Guestlogix <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Owns this in his growth funds. Has technologies that allow the airlines to process extra payments. Have signed a couple of big contracts with 2 big airline seat manufacturers. He has been waiting for them to actually get them into the airplanes, and at that point in time there will be some revenue. Looking for a big blowout quarter, either this quarter or the next. If they miss their numbers this quarter, there will be a lot of critical eyes, but he thinks this is just a delay.</span></p> http://www.stockchase.com/opinions/view/137026 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137026 Sensio Technologies Inc. <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Loves this. Since he was last on the show, they&rsquo;ve signed another major TV manufacturer, giving them 2, Samsung and LG. They have a technology that allows you to rent 3-D movies for your TV. This is going to be rolled out with LG going into the fall just prior to Christmas. This means that the number of users is going to ramp way up. At the same time they have a deal with Wi-Lan (WIN-T), so he expects there will be some patent revenue as well. Wouldn&rsquo;t be surprised to see the number of 3-D users go stagnant going into the next quarter.</span></p> http://www.stockchase.com/opinions/view/137027 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137027 Air Canada (B) <p><span style="color: #ff0000; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>(A Top Pick Oct 16/13. Up 94.89%.)</strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"> Feels there continues to be growth here. The business cycle has been expanding, and there are more overseas flights which is where they make some money. Also, they are working on cost controls.</span></p> http://www.stockchase.com/opinions/view/137028 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137028 AutoCanada Inc. <p><span style="color: #ff0000; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>(A Top Pick Oct 16/13. Up 92.49%.)</strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"> Continues to like this one. Has pulled back a little because of 1) articles indicating competition coming in from the US, and 2) they did a secondary offering. He still really likes it and there is still a lot of room for it to go. Own roughly 45 dealerships in Canada, and there are probably 250-300 dealerships available. If they went to smaller dealerships, there are 3,300 dealerships available.</span></p> http://www.stockchase.com/opinions/view/137029 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137029 Alimentation Couche-Tard (B) <p><span style="color: #ff0000; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>(A Top Pick Oct 16/13. Up 30.59%.) </strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This had a 3 for 1 stock split. Started to drop down in rankings, and he was looking for a higher growth opportunities, so he sold his holdings.</span></p> http://www.stockchase.com/opinions/view/137030 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137030 Thomson Reuters Corp <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Owns this in his income portfolio. Earnings were in line, but not anything super spectacular. Expects to continue to see this business grow. As capital markets and the economy pick up, there is a migration from one of their services to a newer one that has higher revenues and higher margins.</span></p> http://www.stockchase.com/opinions/view/137031 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137031 A Comment -- General Comments From an Expert <p><span style="color: #ff0000; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>Banks versus Lifeco&rsquo;s? </strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">In his ranking system, lifeco&rsquo;s rank a little bit higher. He looks for earnings growth and accelerated earnings growth. At this point in the cycle, insurance companies are going to see higher rates from higher interest rates. Also, bigger gains on their loan books based on capital markets.</span></p> http://www.stockchase.com/opinions/view/137032 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137032 National Bank of Canada <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This is the one bank that would rank the highest in his process. Has performed well and continues to do so. Made some acquisitions on the capital market side recently, which continues to drive earnings for them. Also, they don&rsquo;t have much of a penetration in the west, which is something they could potentially do down the road. A good holding.</span></p> http://www.stockchase.com/opinions/view/137033 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137033 Whitecap Resources <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Good-quality company. As an alternative to this, he owns Surge (SGY-T) and Cardinal (CJ-T). This is a great company. Has a lower payout ratio for their grouping, somewhere around 18%-19% in decline rates. Their all-in pay out ratio is less than 100%.</span></p> http://www.stockchase.com/opinions/view/137034 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137034 Cardinal Energy Ltd <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">The lowest declines of any of the dividend paying energy companies. The acquisition they just made was a 14% decline rate, really low for energy companies. Yield of 4.3%.</span></p> http://www.stockchase.com/opinions/view/137035 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137035 DHX Media <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Management team has done a great job. These content libraries are just becoming more and more valuable, especially as we migrate from just watching TVs over to iPads, computers and other devices. They are picking up children&rsquo;s programs, which really don&rsquo;t go out of favour. Thinks this can probably go higher.</span></p> http://www.stockchase.com/opinions/view/137036 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137036 Avigilon Corp <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Had owned this under $7 and sold it at around $29. Had broken down from a technical analysis. Also, had broken down in his rankings a little. It is now showing up on his radar screen again, and he is watching it.</span></p> http://www.stockchase.com/opinions/view/137037 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137037 Tourmaline Oil Corp <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Rock solid management team. The long term on this is that it will be built up and then sold to a large major. Continuing to grow via the drill bit. He would be comfortable holding it, if he owned.</span></p> http://www.stockchase.com/opinions/view/137038 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137038 Athabasca Minerals <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">A really interesting company. Their primary business right now is gravel crushing. They operate a mine for the Alberta government. Numbers came out today and were probably a little disappointing. The real upside with this one is that they have an opportunity to participate in a frac sand market. The majority of the frac sand that is used in Western Canada gets railed in from Wisconsin. They have an opportunity to set up a depot, which will require some capital, so wouldn&rsquo;t be surprised to see them raising money in the short term. This is where the huge upside is as they will be able to compete on price. The sand won&rsquo;t be the same quality, but will be satisfactory for most of the frac jobs. He is looking at this one.</span></p> http://www.stockchase.com/opinions/view/137039 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137039 A Comment -- General Comments From an Expert <p><span style="color: #ff0000; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>Precious Metals.</strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"> Six months to a year ago, he had no precious metals in his portfolios. The companies he looked at were probably in the bottom 2 deciles of his universe. In the last 6 months, these have come up in rankings. He is looking at more of these precious metal companies.</span></p> http://www.stockchase.com/opinions/view/137040 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137040 Spartan Energy Corp <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Owns this in his growth funds. This is one of the smaller, growthier names. These are ones that have great access to capital. The management team that has done this all before. Thinks this will continue to do very well.</span></p> http://www.stockchase.com/opinions/view/137041 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137041 The Score Inc. <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">(Market Call Minute.) Had a fairly big position in this, and has recently reduced his holdings. Management has been very good at creating value for shareholders.</span></p> http://www.stockchase.com/opinions/view/137042 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137042 Tamarack Valley Energy <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">(Market Call Minute.) Likes this one. Management continues to do a great job.</span></p> http://www.stockchase.com/opinions/view/137043 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137043 Exchange Income <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">(Market Call Minute.) He would like to see how things shape up with AT&amp;T. Their West Tower division has been having some troubles.</span></p> http://www.stockchase.com/opinions/view/137044 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137044 Home Capital Group <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">(Market Call Minute.) Fantastic management and thinks it goes higher.</span></p> http://www.stockchase.com/opinions/view/137045 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137045 Horizon North Logistics <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">(Market Call Minute.) 3<sup>rd</sup> quarter in a row that they&rsquo;ve had a miss. Had trouble putting numbers to the bottom line.</span></p> http://www.stockchase.com/opinions/view/137046 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137046 Easyhome <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">The finance side is the impressive side. The leasing side just continues to be sort of stagnant and not growing a whole lot. Just announced fantastic earnings today. On Tuesday they came out with a new financing package, which basically clears the way for them to grow. Have also bumped up their guide for the future, saying they are going to grow between 14% and 16%.</span></p> http://www.stockchase.com/opinions/view/137047 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137047 Patient Home Monitoring <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Have an acquisition strategy where they are going out and buying monitoring companies. Have bought 3 in the last 12 months. Most acquisition companies are growing through acquisition, but this one is also growing organically. They are buying different companies, and then cross-selling between them. Thinks they can probably earn $.04-$.05 a share over the next 12 months. If you put a 10 or 15 times multiple on a company that is growing 20% plus per year, you can see the stock significantly higher.</span></p> http://www.stockchase.com/opinions/view/137048 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137048 Elkwater Resources Ltd <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Have just re-capitalized, so the name will be changed to Striker Exploration. Have very small production now, less than 100 barrels per day. Look for them to make an acquisition and grow this thing into the next Raging River (RRX-T).</span></p> http://www.stockchase.com/opinions/view/137049 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137049