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: red; font-family: 'Times New Roman',serif; 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>Economy.</strong></span><span style="font-family: 'Times New Roman',serif; 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;"> Government bond yields, leading economic indicators (LEI) and the price of oil are all positive. The LEI is above the 18 month moving average, which is a positive sign. He is always looking to see whether oil has gone up by 80% or more over 12 months, and it hasn&rsquo;t, but has actually dropped. We need oil to be in the $75 range for that to happen. Also, wants to see a normalized yield curve where short-term rates are lower than long-term rates. These show that there is no risk of a recession in the next 6-9 months. If there was going to be a recession, he would want to be out of the market, or at least taking some sort of defensive action. The market would turn down prior to a recession starting. Margin debt is now hitting an all-time high and he wants to watch when that starts to come down, which means that liquidity is coming out of the market. Even though markets had been hitting new highs in the US, he wasn&rsquo;t really seeing the breadth that he would like. Would like to see more stocks hitting new highs and carrying on. Seeing a lot of new opportunities in a lot of areas that he hasn&rsquo;t looked at before.</span></p> http://www.stockchase.com/opinions/view/148469 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148469 SLYCE Inc. <p><span style="font-family: 'Times New Roman',serif; 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 a visual recognition technology that allows your smart phone to take a picture of an item. It will immediately search the item in the database and pull up a place where you can buy it. If you are a retailer that has signed on with the company, it will take the individual to your website and show them either a similar or the exact product. The business model is based on revenue coming from different sources. 1) Signing the initial contract, 2) on a per picture basis, and 3) as people purchase things. They are getting a lot of traction. Have signed up some big Fortune 500 companies. Toys &ldquo;R&rdquo; Us is one of their clients as well as Home Depot and Neiman Marcus. Stock price has not done very well of late. There was a recent financing and the price pulled back. Feels the market is waiting to see the next announcement, and where it goes from burning cash to generating some cash flow and earnings. Fairly attractive price right now, but probably looking at 12-18 months before they have earnings.</span></p> http://www.stockchase.com/opinions/view/148470 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148470 Convalo Health International Corp <p><span style="font-family: 'Times New Roman',serif; 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;">Another of the Michael Dalsin companies (Patient Home Monitoring &ndash; (PHM-X).). This is his 2<sup>nd</sup> one and Inspire is the 3<sup>rd</sup>. This company is on a similar strategy. They are rolling up US rehabilitation centres for substance abuse issues. The market is very fragmented. There are a ton of different small operators out there, and this company has started to acquire these centres. They have seen some fantastic organic growth from their 1<sup>st</sup> acquisition, and he thinks this will continue. With the way the stock has pulled back, this is one that he would Buy now.</span></p> http://www.stockchase.com/opinions/view/148471 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148471 Concordia Healthcare <p><span style="font-family: 'Times New Roman',serif; 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 has done very well. It has been fantastic at growing the business from just having a couple of small drugs to where they have made bigger and bigger acquisitions. They&rsquo;ve guided the market that they are looking at 3 different acquisitions now, where they hope that one of those will close in the 2<sup>nd</sup> half of this year. They have a very good platform. There has been talk of them being acquired by a US company for tax inversion benefits. </span></p> http://www.stockchase.com/opinions/view/148472 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148472 Mettrum Health Corp <p><span style="font-family: 'Times New Roman',serif; 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 medical marijuana space is very interesting. Most of these companies came out a year ago, and there were lots and lots of excitement around them. Then investors started realizing it wasn&rsquo;t panning out as fast as expected, so the stocks drifted down. He has very, very small positions in this one, Organigram (OGI-X) and Afria (?). Has spread this around because he is not very sure at this time who is going to be the leader and who is not. Still too early. He would not invest in just one company, but would take a basket approach.</span></p> http://www.stockchase.com/opinions/view/148473 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148473 Neulion <p><span style="font-family: 'Times New Roman',serif; 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 considered as a good growth stock. They take the video from a lot of the sports leagues such as the NHL. They take all the data from the games, compress it and then send it into different formats so that we can watch it on our mobile devices. There is a lot of growth in this area, not only from sports, but from the TV Everywhere. Most cable companies are now rolling out some sort of TV Anywhere package. At this point the company is a North American story, but he thinks it will grow into a global one as they discover and work with more broadcasters. Recently acquired DivX, which adds to their platform. Feels they have a very strong future ahead of them. Wouldn&rsquo;t be surprised if they got acquired at some time.</span></p> http://www.stockchase.com/opinions/view/148474 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148474 Sensio Technologies Inc. <p><span style="font-family: 'Times New Roman',serif; 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;">They have taken a while to get everything solidified and in place, and he thinks that now the stars are really starting to align. There are more and more movies that are being made into 3-D, which will be important for them. Have signed on the big TV manufacturers. At the end of this year, once they have Samsung and LG signed up, they&rsquo;ll have over 80% of the addressable market share to use their product, the 3DGO app. This is a product similar to Netflix, but for 3-D movies. This is really starting to ramp up. This is their quieter quarter, but going into the fall, we&rsquo;ll start to see the number of users ramp up. Also, seeing them add a number of different movie studios, which means that not only will the users ramp up, but the amount of movies those users watch will ramp up too. Thinks they will become profitable in the next 12 months and you&rsquo;ll really see the numbers ramp up. His guess is that they will get taken out. Stock is pretty cheap if you are prepared to hold it for 12-18 months.</span></p> http://www.stockchase.com/opinions/view/148475 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148475 easyhome <p><span style="color: red; font-family: 'Times New Roman',serif; 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 July 30/14. Down 19.32%.)</strong></span><span style="font-family: 'Times New Roman',serif; 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;"> Their quarters have been lumpy because they have been ramping up their business and trying to expand their Easy Financial business. Actual earnings numbers are up from a year ago. He is more comfortable with this now because their loan loss numbers have come down and they have been expanding their Easy Financial store count.</span></p> http://www.stockchase.com/opinions/view/148476 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148476 Patient Home Monitoring <p><span style="color: red; font-family: 'Times New Roman',serif; 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 July 30/14. Up 348.48%.)</strong></span><span style="font-family: 'Times New Roman',serif; 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 announced some monster deals such as Southeast in Louisiana. The growth rate has really ramped up, but with the market being choppy in the last few weeks, it hasn&rsquo;t done too much. They continue to move their earnings up and guide their numbers up. A year ago they were talking $50-$75 million in revenue, with 25%-30% of that being EBITDA. Now they are saying they are going to exit this year at $200 million without any organic growth or any more acquisitions, and the same kind of earnings multiple to their EBITDA.</span></p> http://www.stockchase.com/opinions/view/148477 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148477 Striker Exploration Corp <p><span style="color: red; font-family: 'Times New Roman',serif; 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 July 30/14. Down 82.7%.)</strong></span><span style="font-family: 'Times New Roman',serif; 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;"> Still believes in the company. The market has not been kind to it, but the energy price environment has been. When they first came out, they were having a tough time finding anything to buy because everything was so expensive, but now some of the companies are getting rid of their non-core areas and they have been able to make a couple of nice acquisitions. If you are patient, you should continue to do fairly well on this. Sold his holdings for tax reasons, but is looking to re-enter as some time.</span></p> http://www.stockchase.com/opinions/view/148478 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148478 Decisive Dividend Corp <p>(Bruce sits on this company&rsquo;s board.) &nbsp;Made their 1<sup>st</sup> acquisition, Blaze King, which manufactures woodstoves. Announced their dividend and have paid a couple of months of dividends. Part of their mandate is to constantly be looking for acquisitions. They are looking to roll up a number of different manufacturing companies, pay out a dividend and grow the companies by taking advantage of the public market versus the private market arbitrage.</p> http://www.stockchase.com/opinions/view/148479 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148479 Amaya Gaming Group Inc. <p><span style="font-family: 'Times New Roman',serif; 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;">Looks like a lot of the wrongdoing or acquisitions were less on the company, but more on their advisors. However, it is still going to drag this company in. Has owned this in the past, but prefers some of the other gaming companies. They are getting into the casinos and sports book market, which are actually bigger than the poker market. It will be a real testament as to what management can do as far as growing a stellar brand into those other areas. If they are successful, the stock price will probably be many multiples higher.</span></p> http://www.stockchase.com/opinions/view/148480 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148480 NYX Gaming Group Ltd <p><span style="font-family: 'Times New Roman',serif; 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 and Intertain Group (IT-T) were spun out of Amaya Gaming (AYA-T), and he owns both. He really likes this. Thinks there is tremendous amount of growth ahead of them. This company supplies all of the content to gaming companies. Recently announced an acquisition of the Cryptologic assets from Amaya. Their specialty is building the games and getting the gaming companies to really market the games. This generates cash flow for them. They have to figure out how they are paying for those assets. Recently announced a bought deal financing, which he participated in. They&rsquo;ll also see a debt packet that comes out at some time. Once that is closed and all finalized, then he thinks it is business as usual. Expects this will grow over the next few years. This is a way to participate in Amaya&rsquo;s expansion into the Sports Book and casino games, without actually owning Amaya.</span></p> http://www.stockchase.com/opinions/view/148481 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148481 Prometic Life Sciences Inc. <p><span style="font-family: 'Times New Roman',serif; 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;">Owned this in the past. It broke down in the technical part of his process, so he sold it at around $2.50. Business itself is one that looks very strong. Going out to the end of this year is a little bit too short for him to be able to tell, but over the next few years there are a lot of opportunities. Have 2 really interesting businesses including manufacturing, basically taking blood and stripping out the different products, which are used in many different drug companies. This will ramp up over the next few years. Have also come up with a number of different indications for different orphan products and orphan drugs. He considers this as the lottery ticket side. Thinks it will trade higher over the next few years.</span></p> http://www.stockchase.com/opinions/view/148482 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148482 Valeant Pharmaceuticals <p><span style="font-family: 'Times New Roman',serif; 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;">He thinks this is going to continue along the path they have. Obviously their deals have to get larger and larger as they go along. In his process, this company ranks very well, but from the technical side of things he is starting to see some of the healthcare names lose a little bit of the wind from their backs. If you own, you could probably Sell it here and buy it back cheaper. If you are a long-term investor, he would just Hold.</span></p> http://www.stockchase.com/opinions/view/148483 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148483 Vogogo Inc. <p><span style="font-family: 'Times New Roman',serif; 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 business standpoint everything has gone exactly as he expected. Recently announced they had signed on Kraken, one of the big global exchanges, and are going to start to do the processing for Canada. This has taken a bit longer than he had expected. Because of their financing and the weak stock market, the stock has sold down. If you are nervous you could probably sell your position, but if you are looking at it from a longer-term perspective, now is a great entry point. This is going to be one where all of a sudden they start processing. They&rsquo;ll have a one month period where they are not making any money and the next month will be in the black and growing their business on a cash flow and earnings standpoint.</span></p> http://www.stockchase.com/opinions/view/148484 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148484 TheScore Inc. <p><span style="font-family: 'Times New Roman',serif; 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;">Owned this in the past, but started seeing it breaking down in his technical process. From a business standpoint he thinks everything is going along nicely. It is more a fundamental market issue then a fundamental business issue. They are just getting into the electronics gaming where people watch video games as a sport, which is becoming a huge market. Over the next year or 2, he thinks that business will be bigger and the company will probably eventually end up selling it. They did this with their television network and will probably do it with this one.</span></p> http://www.stockchase.com/opinions/view/148485 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148485 DirectCash Payments Inc <p><span style="font-family: 'Times New Roman',serif; 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;">Their last quarter came out and their business dropped a fair bit. The market became fairly spooked. Their payout ratio came way up. The market is kind of telling you that it thinks they are going to cut the dividend. He has confidence in the management team that they are doing all the things they need to as far as diversifying their business away from some of the areas where they have big exposure to before. It will probably take a couple of quarters before this gets out of the penalty box. 11% dividend yield makes him a little nervous.</span></p> http://www.stockchase.com/opinions/view/148486 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148486 CAE Inc <p><span style="font-family: 'Times New Roman',serif; 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.) Thinks there is a lot of growth ahead because there are so many retiring airline pilots. If it were a little bit cheaper, he would probably think of buying it.</span></p> http://www.stockchase.com/opinions/view/148487 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148487 Student Transport of America Ltd. <p><span style="font-family: 'Times New Roman',serif; 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.) Stock has been selling off and the dividend is pretty high, so you wonder if it is going to get cut at some point. He is watching this and can&rsquo;t figure out why the market isn&rsquo;t liking it. He would hold off until there was a little more clarity.</span></p> http://www.stockchase.com/opinions/view/148488 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148488 Sandvine Corp. <p><span style="font-family: 'Times New Roman',serif; 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.) An interesting area. Over the years he thinks it will probably continue to grow. They tend to be very lumpy with their quarters. If you can pick it up after a bad quarter and then sell it after a good quarter, you will probably do fairly well.</span></p> http://www.stockchase.com/opinions/view/148489 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148489 Canadian Satellite Radio <p><span style="font-family: 'Times New Roman',serif; 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.) A very steady business with a nice little dividend. More and more vehicles are being equipped with the Sirius satellite radios, so their user base will continue to grow and they&rsquo;ll get great cash flow. Dividend yield of 8%.</span></p> http://www.stockchase.com/opinions/view/148490 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148490 Alimentation Couche-Tard (B) <p><span style="font-family: 'Times New Roman',serif; 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 really a cash flow machine. Have been growing cash flow and earnings at a phenomenal rate for the last 5 years. Earnings have grown at almost 30% compounded per year. They just keep building up cash and then going out and make an acquisition. Have really freed up their balance sheet in the last little while. After they made a pantry acquisition they have been paying down some of their debt, and he wouldn&rsquo;t be surprised if they made another acquisition fairly soon. Every time they make an acquisition, the market always doubts what they have done, but turns out better than what has been expected. Dividend yield of 0.33%.</span></p> http://www.stockchase.com/opinions/view/148491 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148491 Carmanah Technologies <p><span style="font-family: 'Times New Roman',serif; 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;">They provide different solar products in a number of different areas. A couple of years ago they had a business that wasn&rsquo;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.</span></p> http://www.stockchase.com/opinions/view/148492 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148492 DIRTT Environmental Solutions <p><span style="font-family: 'Times New Roman',serif; 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 technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2<sup>nd</sup> quarter come out. It won&rsquo;t be as strong as the 1<sup>st</sup>, but the 3<sup>rd</sup> and 4<sup>th</sup> will be fairly strong.</span></p> http://www.stockchase.com/opinions/view/148493 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148493 A Comment -- General Comments From an Expert <p><span style="color: red; font-family: 'Times New Roman',serif; 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>Markets. </strong></span><span style="font-family: 'Times New Roman',serif; 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;">If it wasn&rsquo;t for Greece, this whole week would have been extremely dull. There was some interesting action on Wednesday, Thursday and Friday with things that happened in the US healthcare sector. A lot of people were sitting on the sidelines waiting to see what happened with Greece. He really doesn&rsquo;t think that situation is going to be a big issue. Market systems, governments, market participants and banks are much more prepared to hold this contagion. The only thing that does concern him is if Greece does exit the euro, and a blueprint is suddenly in place for other distressed countries or economies to do the same thing. There are 2 things that have been in the press. A bubble watch, which he actually doesn&rsquo;t see at all as he doesn&rsquo;t think things are stretched. However, he does believe the debt levels and getting out and unravelling this debt is going to be a big issue, so if he wants to buy a large global ETF that is exposed to the economies, he&rsquo;d be a little bit more nervous. Because of this, he finds more comfort in owning individual companies. If you are going to own a global ETF&rsquo;s with a very, very low competitive MER, that is great, but you have to stay committed to it for 15-20 years. His concern is that we haven&rsquo;t really been tested for a while, so if you haven&rsquo;t changed or made plans around what your strategy is since 2008, then you could be in for a big surprise. He advocates using stop losses to take you out.</span></p> http://www.stockchase.com/opinions/view/148494 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148494 Canadian National R.R. <p><span style="font-family: 'Times New Roman',serif; 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;">He is very interested at this price. Has owned shares for a number of years. It is his favourite rail name right now. It has gotten down to a point where he is fretting on his holdings, but it has bounced off a $71 level, and it is really attractive down here. He thinks this is generally a consolidation of gains that they have had over the last 5-6 years.</span></p> http://www.stockchase.com/opinions/view/148495 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148495 Crescent Point Energy Corp <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Hasn&rsquo;t owned this for about 4 years. Wasn&rsquo;t a big fan of all the deals they kept doing. He knows there have been some good trading opportunities in this, but he is generally not a big fan of the space. Probably a pretty good value play down here, but he has other things working and has no room in the portfolio for it.</span></p> http://www.stockchase.com/opinions/view/148496 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148496 Suncor Energy Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Owned this for a period of time and did well on it about 18 months to 6 months ago, and then got stopped out. Finds this energy space really frustrating.</span></p> http://www.stockchase.com/opinions/view/148497 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148497 BMO Equal Weight US Banks Hedged to CAD ETF <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Thinks US banks, after 13-14 years of consolidating, are really attractive here. There is no doubt in his mind that he would want to be playing this. Although he thinks the US$ strengthens against the Cdn$, it feels like it is getting into the later innings. Hedging the Cdn$ is not a bad idea. This ETF is a great play on that.</span></p> http://www.stockchase.com/opinions/view/148498 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148498 BMO Covered Call Cdn Banks ETF <p><span style="font-family: 'Times New Roman',serif; 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;">He traditionally has not been a fan of the Covered Call strategy. Year-to-date this is down 5% with a yield of 5.4%. You can get the Canadian banks with their full upside potential, and still get a yield of about 4%. He would be more inclined to just own the Canadian banks straight up. His 2 favourites are Royal (RY-T) and Bank of Nova Scotia (BNS-T) and TD (TD-T) would be third.</span></p> http://www.stockchase.com/opinions/view/148499 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148499 BMO International Dividend <p><span style="font-family: 'Times New Roman',serif; 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 issue he has is to be very careful with the dividend story, at least in the short term. Over 10 years you are going to be perfectly fine owning something like this, but in the short term with rates rising, the hunt for yield is going to get impacted, somewhat negatively.</span></p> http://www.stockchase.com/opinions/view/148500 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148500 Large Cap Bear 3X Shares <p><span style="color: red; font-family: 'Times New Roman',serif; 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>If the Greeks vote No there is going to be absolute pandemonium next week, for the short-term. If they vote Yes, the Greeks won&rsquo;t have any government or any money and there will be total pandemonium also. Using a Long Call gives him 60 to 1 leverage. Good strategy? </strong></span><span style="font-family: 'Times New Roman',serif; 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;">He has looked and played in some triple leveraged ETF&rsquo;s in an aggressive portfolio. If you do some probability analysis, and have the right amount of exposure to this ETF, and willing to take a 25% loss on it on Monday. His short answer is No, he hasn&rsquo;t done anything like this, but understands where you are coming from. If the position size is good, why not take a shot at it.</span></p> http://www.stockchase.com/opinions/view/148501 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148501 Boeing <p><span style="color: red; font-family: 'Times New Roman',serif; 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 August 13/14. Up 17.08%.)</strong></span><span style="font-family: 'Times New Roman',serif; 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;"> He hopefully will own this for a very long time. This has come down a little bit in the last couple of months, and would be a Top Pick at this stage right now. Still very attractive.</span></p> http://www.stockchase.com/opinions/view/148502 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148502 FedEx <p><span style="color: red; font-family: 'Times New Roman',serif; 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 August 13/14. Up 15.15%.)</strong></span><span style="font-family: 'Times New Roman',serif; 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 a name that he wants to own for a long time. It is Best in Breed.</span></p> http://www.stockchase.com/opinions/view/148503 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148503 WesternOne Inc <p><span style="color: red; font-family: 'Times New Roman',serif; 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 August 13/14. Down 19.71%.)</strong></span><span style="font-family: 'Times New Roman',serif; 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;"> Portable accommodations for mining camps. Got caught in a whole series of events and got stopped out at $7.80.</span></p> http://www.stockchase.com/opinions/view/148504 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148504 Horizons Global Dividend ETF <p><span style="font-family: 'Times New Roman',serif; 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;">He likes the holdings in this. It has more of a conventional view on global dividend. It is not just about the dividend it pays, but also the ability to generate free cash flow and raise their payout over time. Very attractive.</span></p> http://www.stockchase.com/opinions/view/148505 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148505 iShares Nasdaq BioTech ETF <p><span style="color: red; font-family: 'Times New Roman',serif; 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>Biotech ETF?</strong></span><span style="font-family: 'Times New Roman',serif; 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;"> His pick would be this one. This is a little bit on the high-end, but not unreasonable.</span></p> http://www.stockchase.com/opinions/view/148506 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148506 Pembina Pipeline Corp <p><span style="font-family: 'Times New Roman',serif; 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;">Just increased their dividend and their ability to pay the dividend is still in good shape. Got stopped out in the fall, but is probably a name he will come back into. He would be looking at this more towards the fall after we get through these macro issues with Greece and the possible rate hike.</span></p> http://www.stockchase.com/opinions/view/148507 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148507 Pfizer Inc <p>This is one that he owns and hopes to own for the foreseeable future. From 2000 to 2010, this name went absolutely nowhere, but finally started moving in 2011.<span style="color: #ff0000;"> <strong>(See Top Picks.)</strong></span></p> http://www.stockchase.com/opinions/view/148508 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148508 Netflix Inc. <p><span style="font-family: 'Times New Roman',serif; 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 really attractive and he regrets not being in it. This is moving into 150 countries with their streaming. He continues to see this as being a great investment for a very long time.</span></p> http://www.stockchase.com/opinions/view/148509 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148509 First Asset MorningStar Canada Momentum Index <p><span style="font-family: 'Times New Roman',serif; 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 off and on for some time. It allows you to own 30 names in the Canadian space that are exhibiting price momentum. It looks at names that are not only doing well on an earnings surprise level, but the price is also moving in the right direction. They rebalance it to kick names out to make room for names that are replacing them. As a warning, if this had existed in 2008, you probably would have been down 40%.</span></p> http://www.stockchase.com/opinions/view/148510 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148510 Vanguard FTSE All-World ex Canada <p><span style="font-family: 'Times New Roman',serif; 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;">He would urge anybody to try to get more money out of Canada. Thinks people are woefully over invested in our domestic economy. This has a great MER of about 25 basis points, but keep in mind that this has close to 3000 names in it. It is the most passive you could possibly buy. It&rsquo;s up 10% year-to-date, outperforming both US and Canadian markets. You have to be fully committed to investing in something like this, because there is no protection on the downside. If you are going to buy this, you should have a time horizon of 5 years or more.</span></p> http://www.stockchase.com/opinions/view/148511 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148511 RBC Quant European Dividend Leaders ETF <p><span style="color: red; font-family: 'Times New Roman',serif; 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>For diversification of a conservative investors portfolio?</strong></span><span style="font-family: 'Times New Roman',serif; 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;"> He would have no problem in owning this and is happy for any Canadian to try to get out of the Canadian market and diversify.</span></p> http://www.stockchase.com/opinions/view/148512 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148512 iShares US Healthcare E.T.F. <p><span style="font-family: 'Times New Roman',serif; 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 sleeping giant that he has had in his portfolio for a long time. He recommends that you read Byron Wien&rsquo;s piece about innovation, biotech, healthcare. This ETF has great holdings. 40% exposure to pharmaceuticals, 25% exposure to the biotech sector, a well-rounded portfolio of names. In the past, these names have been thought of as a defensive kind of positioning, but feels they have slowly moved into the growthy areas of the markets, with huge innovations in medical and biotech. In a rising rate environment, if you are looking for something that is defensive but participates with a bit of growth, this might be a really attractive place to hide out.</span></p> http://www.stockchase.com/opinions/view/148513 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148513 Constellation Brands Inc <p><span style="font-family: 'Times New Roman',serif; 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;">Reported earnings on July 1 which were phenomenal. They continue to reap the benefits of their acquisition of Crown Import. A great global name. They are still making a lot of money in the beer sales, which is their real growth. Dividend yield of 1.06%.</span></p> http://www.stockchase.com/opinions/view/148514 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148514 Alimentation Couche-Tard (B) <p><span style="font-family: 'Times New Roman',serif; 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;">Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we&rsquo;ll see how that is going on when they report on July 14. Dividend yield of 0.33%.</span></p> http://www.stockchase.com/opinions/view/148515 Fri, 03 Jul 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148515