Viewing Expert Paul Harris, CFA | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Paul Harris, CFA , Portfolio Manager and Partner

Avenue Investment Management


Date Signal Chart Symbol Company Opinion Price
2017-09-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy.He expects inflation to stay relatively low. There are many structural factors affecting inflation globally, and most global banks are puzzled by this low inflation world. Looking at yield curves globally, many of them are in the long end of the curve, which is purely an indicator of where inflation is, and they are not steepening as quickly as people would think. It is a very delicate balance they are in and they have to let people know exactly what they are doing and how they are going to be doing it.


Price:
$151.890
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-09-22 BUY Must be logged in to use chart AAPL-Q Apple

From a valuation perspective, this is not expensive. Pays a nice dividend of 1.4%. Trading at 15X earnings. The stock ran up into their product announcement, and then pulled back. If you have a longer-term view, you look to buy the stock in this area. It very rarely pulls back substantially. They are coming into a very strong time because of Christmas.


Price:
$151.890
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

Very different from Amazon (AMZN-Q). An e-commerce site, but they set up platforms for companies. Unlike Amazon, they don’t control the seller and they don’t compete with them. 90% of revenue comes from China. They also have a Cloud business that they want to grow and they have Alipay. They need to expand internationally, but can they compete on an international basis. Also, it is a very difficult thing for them to be in the Cloud business, because they are a Chinese company and people get very wary of the security. Thinks they will spin off the Alipay business. Feels Amazon has a much better business.


Price:
$178.140
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-22 TOP PICK Must be logged in to use chart BAC-N Bank of America

Owns 10% of deposits in the US, so they could grow through retail acquisitions. However, they are going to grow by organic growth. They have a great retail franchise and great asset management, brokerage and investment banking business, a well-rounded company. Trading close to BV, which he thinks is going to go up to $26.66 next year. The intrinsic value is somewhere around $38-$40. Dividend yield of 1.9%. (Analysts’ price target is $27.)


Price:
$25.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 BUY on WEAKNESS Must be logged in to use chart BB-T BlackBerry

Management has moved away from the phone business, and has been moving into the software side. A really good job has been done on restructuring. Now they have to see more growth coming from that business. You’ll have to look for them to make some acquisitions and push their software business to a new level. Business is going to be lumpier than people think. It is not going to be a smooth transition, and you will have to expect some volatility. This is one he would look to buy on dips.


Price:
$11.260
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-22 WAIT Must be logged in to use chart CGX-T Cineplex Inc

Movies have had a difficult time of late. They’ve had a very bad summer season for blockbusters. People are not as eager to go to movie theatres unless there is something really, really important they want to see. The company has done a very good job with concessions. He would wait for another quarter or so before looking at this.


Price:
$39.550
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-22 BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

One of the premier oil companies in Canada. They are very astute at making acquisitions and integrating them, and have made a bunch in the last little while. Also, every time they have worked on a project through the years, they have always been on time. At this level, this should be okay.


Price:
$42.090
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK Must be logged in to use chart CVE-T Cenovus Energy

There was the crash in oil prices, and this company didn’t restructure as fast as everybody else, and got really hurt. Recently did a very big acquisition and had to issue a bunch of shares, and the stock has fallen even more. This is probably the time to own the stock because of new management coming in, who will probably exit some businesses allowing them to pay down some debt. Dividend yield of 1.6%. (Analysts’ price target is $13.)


Price:
$12.690
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 COMMENT Must be logged in to use chart FDX-N FedEx

You are going to see a very strong season coming because of Christmas. Not an expensive stock, trading at around 18X earnings. One of the premier companies in this space. As more and more people move to online e-commerce, this will really benefit.


Price:
$220.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-22 PAST TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

(A Top Pick Oct 27/16. Up 13%.) Felt that a lot of the pharmaceutical companies had been beaten up and there would be a big uptick. The stock actually went down for quite a while. They did very, very well because of their HIV and hepatitis C drug. The problem with the hepatitis C drug is that they were curing people too quickly. Just made a recent acquisition on the cancer side which pushed the stock up a great deal. He still likes this.


Price:
$83.270
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 HOLD Must be logged in to use chart GS-N Goldman Sachs

He likes this. It is not expensive and pays a decent dividend. A couple of things have happened that has hurt. Other companies cut back on fixed income, currency and commodity (FCC) side of the business because it is a very highly intensive capital business from a regulatory point of view. Goldman decided not to do that as much. They are still #1 in cash equities, etc.


Price:
$231.030
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-09-22 TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

Not a cheap stock, but a great story and pays a great 6.7% dividend yield. Has fallen off because of some issues with interest rates going up, and this is more of a utility stock. (Analysts’ price target is $29.)


Price:
$24.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 PAST TOP PICK Must be logged in to use chart KHC-Q Kraft Heinz Company

(A Top Pick Oct 27/16. Down 9%.) Has actually bought more of this. They are good at cutting costs and getting higher margins. What you have to expect from this company is a bigger acquisition. That’s how they operate.


Price:
$77.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 COMMENT Must be logged in to use chart MET-N Metlife

Not expensive, trading at about 10X earnings and has a very good dividend yield of about 3.4%. They sold Bright House, and can now concentrate on their core business. They need to bring costs down by about $1 billion, and he thinks there will be better capital allocation between dividends and buybacks. All in all, you should see the stock price go up.


Price:
$50.540
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-09-22 COMMENT Must be logged in to use chart MFC-T Manulife Financial

Likes their Asian franchise, a really great group business. Feels the John Hancock business takes up a lot of capital, and doesn’t have a very high Return on Equity. They need to exit that. If they can do so, they can really concentrate on the other strong businesses they have.


Price:
$24.710
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 2,468 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.