Viewing Expert David Driscoll | StockChase
stockchase picture

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

Viewing Expert

David Driscoll , President & CEO

Liberty International Investment Management Inc


Date Signal Chart Symbol Company Opinion Price
2017-08-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We are in the summer doldrums and the market is trending little lower. He does not do any shorting.  He is in 20% cash for all portfolios.  September/October tends to be when you get a hiccup and if it falls far enough he may pull the trigger and spend some of that cash.  PE multiples are using adjusted rather than GAAP earnings.  You are getting the aging demographic that aren’t spending as much money, companies doing a good job of cost cutting, which is deflationary, so you can’t expect the old rate of GDP growth. The market has rallied for 8 years because interest rates have never been this low for this long.  The market could go sideways for 10 to 20 years.  We don’t have to have a correction.


Price:
$0.020
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
_N/A
2017-08-21 DON'T BUY Must be logged in to use chart AMC-N AMC Entertainment Holdings Inc.

(Market Call Minute) Avoid theatre operators because they are getting pushed out because people will download and watch at home.


Price:
$13.050
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-21 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

It is a large portion of the index so there is a lot of ETF trading.  The price is hard to value.  Sometimes they have earnings and sometimes they don’t.  Alibaba has the backing of the government of China and so he prefers this.  It has a much better chance than AMZN-Q in expanding into India.  If you want AMZN-Q then buy it in portions and watch Alibaba.


Price:
$953.290
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-21 DON'T BUY Must be logged in to use chart BCE-T BCE Inc.

BCE-T vs. T-T.  You are getting bond like returns and in the future they are going to spend a lot on 5G, but won’t get much payback for it.  He is weary to buy a stock with a bond like yield.  It is a group he does not invest in.


Price:
$58.970
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
No
2017-08-21 DON'T BUY Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

It is a proxy for the US stock market.  He has no problem owning it.  He is concerned about succession planning amongst the management.  Also, it is so large that there is so many billion in cash that he can’t put to work.  Each acquisition has to be large enough to get the earnings growing over time.


Price:
$178.340
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-21 BUY Must be logged in to use chart CNR-T Canadian National R.R.

Has owned and holded since 1997. CNR has advantages in North America.  They are North/South as well as East/West. They can transport goods from Winnipeg to Mexico City. Their acquisition allows them to get around Chicago quickly.  They own a quarter of the container port in Prince Rupert BC, which is a day closer to Hong Kong than other coastal ports. Premier rail company in Canada and North America.  They don’t just transport grain, they transport all sorts of products.


Price:
$99.910
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 TOP PICK Must be logged in to use chart COLOB-DC Coloplast A/S

Colostomy bags.  The demographics are such that gastrointestinal disorders are among the bigger problems dealing with the retirees of the world.  If you get a company this size growing this fast without acquisitions you have a good company.  They have a history of dividend increases.  (Analysts’ target: DKK 553.00).


Price:
$0.000
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 DON'T BUY Must be logged in to use chart DB-N Deutsche Bank AG

(Market Call Minute) A low quality bank that will continue to have write downs.  They had to issue more shares to raise capital.


Price:
$16.170
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-21 PAST TOP PICK Must be logged in to use chart HLMA-LN Halma plc

(Top Pick Nov 14/16, Up 12.07%)  Revenues, dividends and profits are growing at about 10%.  He has owned it for 5 or 6 years.  They are number one or two in 6 of their 10 areas and that is improving.


Price:
$0.000
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 PARTIAL BUY Must be logged in to use chart JM-SP Jardine Matheson

He is buying half positions for new clients right now.  He has done this because the US dollar has dropped.  This is the time of year when their stock price starts to move.  If you believe the US$ will continue to fall, then the price should continue to rise.  They don’t have a lot of leverage right now.  If anything bad occurs they will step into the market to take advantage of opportunities.  This is a way to be in Asia.


Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 PARTIAL SELL Must be logged in to use chart NFI-T New Flyer Industries Inc.

(Market Call Minute) It had a great run up and you should take at least half profits.  The growth may not be there in the future.


Price:
$51.560
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-21 BUY Must be logged in to use chart NVO-N Novo-Nordisk

(Market Call Minute) We are a seeing a turnaround.


Price:
$45.460
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-21 TOP PICK Must be logged in to use chart OTEX-T Open Text

Competes with IBM on business management software.  Artificial Intelligence, data mining and cyber security come into the picture. It is a cheap stock at a price that is worth getting into.  They are becoming a game changer.  (Analysts’ target: $40.00).


Price:
$40.290
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 HOLD Must be logged in to use chart SJM-N J. M. Smuckers Co.

They have a large proportion of their business is coffee.  They just made a big pet food acquisition.  Debt to equity ratios for these kinds of companies tend to be high because they have a high credit rating due to the fact that they are inelastic – people have to buy the products regardless.  Their problem is that their revenues are starting to slide.  Little eCommerce startups have eroded 3% of all the revenues of all the big guys.  There is nothing wrong with the company and it is a matter of how quickly they can get the revenues back up.


Price:
$121.850
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 PAST TOP PICK Must be logged in to use chart STN-T Stantec Inc

(Top Pick Nov 14/16, Down 1.75%)  It offers value at this level.  A lot of the problems with the acquisition of MWH appear to be behind them.  Last quarter they came out with turnaround numbers that show them starting to improve.  They are now into more water and environmental technology.  They are starting to get more US exposure.


Price:
$33.380
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
Showing 1 to 15 of 1,803 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.