Stockchase Daily News RSS The Days Comments by Experts en A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Markets.&nbsp;</strong> </span>He recovered very quickly from the crisis because of the banks.&nbsp; Canada is a very healthy economically and there are a lot of companies outside the resource sector that are not affected by the world economy.&nbsp; The world is recovering very slowly so it is a stock pickers market.&nbsp; Any rise in interest rates will be very gradual and will be put off.&nbsp; You need to go down the food chain into mid caps to chase yield.&nbsp; You need a solid company that can grow the dividends.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 High Liner Foods <p>Was one of his largest positions, but he sold it before the split.&nbsp; It was getting a bit expensive.&nbsp; Their costs started to increase.&nbsp; Canadian food services encountered some soft spots.&nbsp; They didn&rsquo;t meet their profitability targets for the next few quarters.&nbsp; Probably good value around $20.&nbsp; He may return to this stock.&nbsp; They are paying down their debt and they will raise their dividend at least yearly.</p> Thu, 21 Aug 2014 00:00:00 -0400 Maxim Power <p>He bought it as a value play with sum of the parts worth more than it was trading at.&nbsp; They are trying to sell some of the parts.&nbsp; Thinks they will sell all the parts and distribute the cash.&nbsp; $4-$5 breakup value.&nbsp; It is taking longer than he thought to break it up.</p> Thu, 21 Aug 2014 00:00:00 -0400 ViXS Systems Inc <p>Under $1.50, there is very good upside.&nbsp; They report fairly soon.&nbsp; He is optimistic about their systems on a chip.&nbsp; He would hold or buy on weakness, but it is a risky stock.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 DHX Media <p>Knows it well.&nbsp; Well managed company and got in at a great time to start consolidating children&rsquo;s content.&nbsp; Family channel with recurring subscribers.&nbsp; Did a phenomenal job of monetizing newer and older content.&nbsp; It&rsquo;s difficult to value.&nbsp; They had a big run so be careful.&nbsp; He has taken profits.&nbsp; He may get back in on weakness.&nbsp; It is not impossible that Netflix will acquire them.&nbsp; At some point this company will be attractive.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Pembina Pipeline Corp <p>Pipe lines will never collapse.&nbsp; They are expensive, though. He thinks we will stay with long term low interest rates so these guys will remain expensive.&nbsp; Prefers TRP-T.</p> Thu, 21 Aug 2014 00:00:00 -0400 ATS Automation <p>Automated production lines in a whole lot of industries.&nbsp; They have a tremendous amount of R&amp;D.&nbsp; Trying to grow by acquisition.&nbsp; He is watching it carefully.</p> Thu, 21 Aug 2014 00:00:00 -0400 Andres Wines <p><span style="color: #ff0000;"><strong>(Top Pick Jun 26/13, Up 23.58%)</strong></span> Still one of the cheapest stocks on the TSX.</p> Thu, 21 Aug 2014 00:00:00 -0400 Innergex Renewable Energy <p><span style="color: #ff0000;"><strong>(Top Pick Jun 26/13, Up 31.00%)</strong> </span>They have a lot of hydro projects under development.&nbsp; Very stable but not exciting.&nbsp; Buy on weakness.</p> Thu, 21 Aug 2014 00:00:00 -0400 AGF Management (B) <p>One of the few stocks he has added this year.&nbsp; Business had declined, but he found there is tremendous value.&nbsp; They are expanding internationally.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Westshore Terminals Inc. <p>It is very dependent on coal.&nbsp; A lot of governments are trying to reduce consumption of it.&nbsp; Not a lot of growth potential to it.&nbsp; There are better company income plays.</p> Thu, 21 Aug 2014 00:00:00 -0400 The Score Inc. <p>Not making money. Trying to sell ads.&nbsp; Did a great job on score media.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Redknee Solutions <p>He sold.&nbsp; Good management, but a very volatile stock that can swing on a quarterly results.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Corby Spirit and Wine (B) <p>Wine is the fastest growing segment in the industry.&nbsp; The French dictate where this company is going.&nbsp; He is skeptical about the new products they are trying to launch into the US.&nbsp; The spirit sector is very tough and there is great competition.&nbsp; Doesn&rsquo;t see upside from here.</p> Thu, 21 Aug 2014 00:00:00 -0400 Agrium <p>Likes the agricultural sector.&nbsp; Probably should have bought it a long time ago.&nbsp; Well diversified and well integrated vertically.&nbsp; Well managed.&nbsp; Buy it and put it away.</p> Thu, 21 Aug 2014 00:00:00 -0400 Russel Metals <p>Distributors of metal.&nbsp; Narrow margin business.&nbsp; Stock has done very well, but it looks terribly expensive.&nbsp; Not sure what drives this stock.</p> Thu, 21 Aug 2014 00:00:00 -0400 Student Transport of America Ltd. <p>Got hammered when investment trusts got hammered.&nbsp; Not sure how many costs you can squeeze out of the systems after they acquire them.&nbsp; Well managed.</p> Thu, 21 Aug 2014 00:00:00 -0400 Clearwater Seafoods Inc. <p>Decided to pass on this one.&nbsp; Have a huge amount of Cap-X.&nbsp; Well managed company.&nbsp; Buy when it gets really, really cheap.</p> Thu, 21 Aug 2014 00:00:00 -0400 Guardian Capital Group <p>Has tremendous upside.&nbsp; A lot of value.&nbsp; One of the largest publicly traded money managers in Canada.&nbsp; Huge holding of BMO shares worth $16 and company trades just about $17.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Asian Television Network International <p>Down 24% in the last year.&nbsp; It got way ahead of itself.&nbsp; He has been accumulating shares and is the second biggest shareholder.&nbsp; Now in the low $2s it is attractive.&nbsp; 4% dividend.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Neulion <p>NFL is a big customer.&nbsp; Agreements with all the big sports events.&nbsp; They have the market locked up.</p> Thu, 21 Aug 2014 00:00:00 -0400 BCE Inc. <p><span style="color: #ff0000;"><strong>(Top Pick Jun 26/13, 23.39%)</strong> </span>The stock plunged with threat of Verizon coming in but it didn&rsquo;t happen.&nbsp; Still likes it and likes the opportunity of smart phone penetration beyond 70%.&nbsp; Still sees them as a utility.&nbsp; One of his core holdings, but he only buys it on negative headlines.</p> Thu, 21 Aug 2014 00:00:00 -0400 Manitoba Telecom Services <p>He owns it on the premise that BCE or others would take them over.&nbsp; But it is hard to know now if the acquisition would be approved.&nbsp; The CEO is retiring and he is know how to read it.&nbsp; The dividend yield is safe.&nbsp; From a value point of view he would own it.</p> Thu, 21 Aug 2014 00:00:00 -0400 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Markets.&nbsp;</strong></span> He is waiting for continuing progress with holdings he already has.&nbsp; September should assist us.&nbsp; He buys companies, so he is not concerned with the month, the Fed or war.&nbsp; He is trying not to sell because that seems to be wrong.&nbsp; There is a lot of money on the sidelines ready to be deployed.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Input Capital Corp <p>It is a one of a kind.&nbsp; Financing in the Canola sector for Western Canada.&nbsp; You have to ride through meteorological events.&nbsp; It is a new company and does not pay a dividend yet.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Aurora Spine <p>It went too high too fast.&nbsp; They are simply getting down to work now.&nbsp; You have to be a little patient.</p> Thu, 21 Aug 2014 00:00:00 -0400 Knight Therapeutics <p>Believes it will be a winner.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Easyhome <p>Has been down in large volume the last three days after going up a lot on light volume.&nbsp; The company has transformed the rent to own of appliances.&nbsp; They have a good source of financing.&nbsp; Thinks one of the giants in the US will by this one in the end.&nbsp; Thinks they are going into a new phase.</p> Thu, 21 Aug 2014 00:00:00 -0400 Uranium Participation Corp. <p>He is not pushing uranium.&nbsp; There is nothing imminent he knows of that will fire up the sector.&nbsp; He owns FCU-V, which he will patiently hold.</p> Thu, 21 Aug 2014 00:00:00 -0400 Tinkerine Studios Ltd. <p>They discovered dramatic interest in 3D printing in education.&nbsp; These guys specialize in education.</p> Thu, 21 Aug 2014 00:00:00 -0400 Vodafone Group PLC <p><span style="color: #ff0000;"><strong>(Top Pick Sep 4/13, Up 0.35%)</strong></span> Chose it because of their massive selloff of Verizon.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Tesla Motors Inc <p><span style="color: #ff0000;"><strong>(Top Pick Sep 4/13, Up 49.07%)</strong> </span>Sold it after making a bit of money. It was just after three cars blew up.&nbsp; They are going to revolutionize the car industry.&nbsp; He is not against buying speculatively.</p> Thu, 21 Aug 2014 00:00:00 -0400 Davis and Henderson <p><span style="color: #ff0000;"><strong>(Top Pick Sep 4/13, Up 29.27%)</strong> </span>He would still buy it.&nbsp; They shed their old image of cheque printing.</p> Thu, 21 Aug 2014 00:00:00 -0400 National Bank of Canada <p>A highly rated bank.&nbsp; Street consensus is that it is overvalued.&nbsp; He has three other banks.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Manulife Financial <p>It is a difficult choice between MFC-T and SLF-T.&nbsp; MFC has been doing better later.&nbsp; They are overseas in the far east, but it is hard to quantify profits from this.&nbsp; Thinks MFC is slightly better than SLF.</p> Thu, 21 Aug 2014 00:00:00 -0400 BioSyent Inc <p>Have the rights to very solid, very reliable products.&nbsp; It is just now being discovered and is making new highs.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Mountain Province Diamonds Inc. <p>You don&rsquo;t know when diamonds are really going to do well.&nbsp; This stock has been doing better recently.&nbsp; This one has the best undeveloped asset in Canada.&nbsp; It is a very good prospective mine.</p> Thu, 21 Aug 2014 00:00:00 -0400 Stornoway Diamond <p>It is more expensive to mine this one.&nbsp; You have to go underground.&nbsp; It appears to be quite rich.</p> Thu, 21 Aug 2014 00:00:00 -0400 Whitecap Resources <p>4% dividend, very well run.&nbsp; &nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 Element Financial <p>Has been growing extremely well, static just recently.&nbsp; They added on subsidiaries at a massive pace.&nbsp; If there is a negative it is that the sector is getting a bit crowded.&nbsp;</p> Thu, 21 Aug 2014 00:00:00 -0400 UrtheCast Corp <p>The period of patience cannot be defined. &nbsp;They signed a contract for 5 years to provide services recently.&nbsp; The stock is held back by the Ukrainian problems, with the market thinking they have to use Russia to get their camera into space.</p> Thu, 21 Aug 2014 00:00:00 -0400 BMO Covered Call Cdn Banks ETF <p>This is good only because all the Canadian banks are good, but otherwise he doesn&rsquo;t believe in ETFs.&nbsp; He has RY-T, BNS-T and TD-T.&nbsp; Canadian banks are extremely good.</p> Thu, 21 Aug 2014 00:00:00 -0400 Canadian Satellite Radio <p>(Market Call Minute) Great company and very tightly owned.</p> Thu, 21 Aug 2014 00:00:00 -0400 Imperial Metals Corp <p>(Market Call Minute) They are going to have to dig themselves out of the hole.</p> Thu, 21 Aug 2014 00:00:00 -0400 Wi-Lan Inc. <p>(Market Call Minute) He doesn&rsquo;t like the business.</p> Thu, 21 Aug 2014 00:00:00 -0400 DHX Media <p>(Market Call Minute) Brilliantly run.</p> Thu, 21 Aug 2014 00:00:00 -0400 Inter Pipeline <p>(Market Call Minute) It is always a buy.</p> Thu, 21 Aug 2014 00:00:00 -0400 BlackBerry <p>Speculative.&nbsp; The stock has held relatively well.&nbsp; He is particularly fascinated by Mr. Chen.&nbsp; He goes in directions that will work.&nbsp; They still possess certain supremacy in the area of security.&nbsp; The consumer space is lost.&nbsp; BB has moved on now.&nbsp; Losses are falling.&nbsp; It now just seems to make sense.</p> Thu, 21 Aug 2014 00:00:00 -0400 Neulion <p>They are very impressive.&nbsp; They are going onward and upward.&nbsp; They did the world soccer.</p> Thu, 21 Aug 2014 00:00:00 -0400 Algoma Central Corp. <p>Greatest tanker fleet and in shipping of all the commodities.&nbsp; A good dividend.&nbsp; It has downtime in the winter.&nbsp; They might get to a higher level shortly due to a partial fleet modernization.</p> Thu, 21 Aug 2014 00:00:00 -0400