Viewing Expert Paul Gardner, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Paul Gardner, CFA , Partner and Portfolio Manager

Avenue Investment Management

Address
47 Colborne Street
Suite 300
Toronto, ON
M5E 1P8

Contact Info
Telephone: 416.482.2004
Toll Free: 888.482.2007
Fax: 416.482.0007
Email:
Website: http://www.avenueinvestment.com/


Date Signal Chart Symbol Company Opinion Price
2012-02-23 BUY Must be logged in to use chart AAPL-Q Apple There is so much growth at Apple but there is so much cash. They could keep so much value by just paying a dividend.
Price:
$516.390
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-20 BUY Must be logged in to use chart CTC-T Canadian Tire Corporation Ltd

It got revalued.  It benefits from Target walking away from Canada.  They executed well and are good long term thinkers.  He thinks it will continue.


Price:
$217.520
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2009-08-12 DON'T BUY Must be logged in to use chart MA-N Mastercard Inc. Trading at 18X forward earnings and 40X price to cash flow. He would prefer about 12X forward earnings.
Price:
$204.320
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
BEARISH
Owned:
No
2008-04-10 SELL Must be logged in to use chart POT-T Potash Corp of Saskatchewan Trading at around 40X earnings, so he has to shy away from this. It's in a fantastic spot but when something trades at 40X, it is just not sustainable.
Price:
$181.900
Subject:
FIXED INCOME
Bias:
BULLISH on REITs
Owned:
No
2017-03-28 BUY Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

They have executed well with their Marks brand, gas stations and financial arm.  They are one of the few retailers that has constantly made growth and dividend growth.  They even succeeded in holding their own when Wal-Mart came to Canada.


Price:
$154.910
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2008-05-28 COMMENT Must be logged in to use chart BB-T BlackBerry P/E on next year’s earnings is 35X and earnings are growing by 30%-35% annually. Company has proven that they are a world dominator. When you have a mandate like this, a position of world strength, it is hard not to ignore it. On a dark day, he would really look at it very seriously.
Price:
$135.940
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2012-08-23 PARTIAL SELL Must be logged in to use chart TLT-Q iShares Barclays 20+ Yr Treas Bond

If interest rates go up, this ETF will get hurt as it is a direct proxy on the interest-rate market. He doesn’t think rates are going up for the next year to year and a half. Even if rates stay steady or go lower, he doesn’t think you are getting paid to take on that risk. If you own, consider taking at least half off the table right now.


Price:
$124.930
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
No
2006-12-19 HOLD Must be logged in to use chart HCH-T (Dead) CP HOLDRS A holding company of the CP entity. There is always a discount to the asset value. Very good company.
Price:
$118.430
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
OPTIMISTIC
Owned:
No
2017-08-03 WEAK BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

RY-T vs. CM-T.  CM-T is cheaper.  The PE is 9 vs. RY-T at 12.  The market and street are starting to blend in a discount to CM-T because of the housing market as they are the most exposed.  He would still hang his hat on RY-T because their global and domestic franchises are fantastic.  They are trying to get into the US right now although are late to the game.  He would still go for RY-T because it is more defensive.


Price:
$108.290
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2014-09-10 DON'T BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Stock vs. Stock.  CM-T vs. NA-T.  You are buying the Canadian consumer as well as their bad history.  They are always the bank that has messed up over the last 15 years.  It has outperformed NA-T over the last year, however.


Price:
$106.200
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
No
2012-01-18 BUY Must be logged in to use chart GS-N Goldman Sachs Just reported and beat their numbers. Believes the US system in stabilizing so this would be a good entry point. This is an investment arm so it needs to have global investments going on.
Price:
$104.310
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2007-02-05 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce Prefers Royal Bank (RY-T) and Toronto Dominion (TD-T). Retail franchises are better as they are higher margins.
Price:
$102.170
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-10-07 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

They recently reiterated that they are taking some cost cutting measures.  They are executing well and reaffirmed their guidance.  They are making a lot of money through service charges.


Price:
$99.850
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Unknown
2006-12-19 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce The most volatile of all the banks. Not his favourite bank. Valuation of Canadian banks is generally pretty expensive.
Price:
$98.200
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-07-08 DON'T BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Buying before or after an upcoming split is a short term technical thing.  From his perspective it really doesn’t matter.  It is hard to get excited about the Canadian banks.  The housing market is rock solid and the banks are strong businesses.  The return on equity is really high.  At this time you talk about best in class and CIBC has always had issues such as write-downs, so he has always tended toward TD-T and RY-T.


Price:
$97.650
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 1,275 entries
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