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bjamesh

bjamesh
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View bjamesh's StockTalks BY TICKER:
BMO, BNS, CM, DIA, KRFT, O, RY, SPY, TD, TLT, TRP, TU, VZ, WFC, XOM
  • bjamesh
    $BCE - Large volume traded on TSX today, esp. late in session. Normally just over 1M shares; today > 10M. Valuation getting stretched?
    Feb 27, 8:02 PM
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      • bjamesh
        $RY ups yrly dividend to C$3.00 on good results.
        8/22/14
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          • bjamesh
            $WFC 0.35 quarterly dividend (+0.05) puts it 0.01 above "pre-crisis" level and 5 yrs later.
            3/26/14
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              • bjamesh
                $VZ makes $700M offer for new Canadian wireless operator Wind mobile. http://bit.ly/17fwwBa
                6/26/13
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                  • bjamesh
                    $VZ sniffing around the Canadian wireless market. Several of the new small players probably open to a buyout.
                    6/17/13
                    Reply (1)
                    • bjamesh: http://reut.rs/12DtGGA
                      6/17/13
                      • bjamesh
                        $TRP must relocate bugs? Read the writing on the wall TransCanada, XL is a lost cause. http://bit.ly/13N2ceE
                        6/8/13
                        Reply (3)
                      • View all 3 replies
                        • bjamesh: Energysystems: its become too divisive. Positions incr'gly inflexible. TransC vilified for what was once about energy security. Best to exit
                          6/8/13
                        • Energysystems: I'm not long/short TRP, but long many others within the space. Less press and the pipelines are already pumping canadian crude to USA lol
                          6/8/13
                          • bjamesh
                            $BMO, keep shorting those Cdn banks (pls). Happy to buy with a 5% yield.
                            6/3/13
                            Reply (6)
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                            • Vinofilo: If employment numbers are bad, I expect this one to drop even more tomorrow.
                              6/5/13
                            • bjamesh: Another day like today and I give myself the green light to buy. Keep it up shorts.
                              6/5/13
                              • bjamesh
                                $BNS $BMO $TD $RY $CM - Big5 Cdn banks report Q2 earnings next wk: May 28 - May 30 resp; incr. in provisions?
                                5/21/13
                                Reply
                                  • bjamesh
                                    $TU makes bid for Mobilicity.
                                    5/16/13
                                    Reply (1)
                                    • bjamesh: http://bit.ly/148oYyu
                                      5/16/13
                                      • bjamesh
                                        $TLT, Bill Gross declares 30 yr bond bull market ended Apr.29/13. http://on.barrons.com/13payL4
                                        5/11/13
                                        Reply
                                          • bjamesh
                                            $KRFT up 2.73%; PE 19.95; not drinking this Kool-Aid.
                                            5/7/13
                                            Reply (1)
                                            • Energysystems: Big divi. Not saying it isn't overvalued, but a lot of the "food space" with big divis are trading at premium valuations.
                                              5/7/13
                                              • bjamesh
                                                $XOM, Kearl up an running this weekend ~ ramping up to 100k b/d this year.
                                                4/28/13
                                                Reply
                                                  • bjamesh
                                                    $O, thought this was pulling back in mid-March from highs. Now up 10%+ in last 4wks. Tech stock? Nope, REIT ... get a grip people.
                                                    4/22/13
                                                    Reply
                                                      • bjamesh
                                                        $SPY $DIA ~ 33% of members report this week; watching guidance, expect downward revisions for 2Q/2H.
                                                        4/22/13
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                                                          • bjamesh
                                                            $RY @ centre of outsourcing controversy. Canadian government probe in the offing.
                                                            4/7/13
                                                            Reply (1)
                                                            • bjamesh: Internet chatter: people vowing to close accounts/cut up cards and transfer assets to other banks. Monday could be interesting.
                                                              4/8/13