Viewing Expert John Stephenson | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

John Stephenson , President & CEO

Stephenson & Company Capital Management

Address
TD Canada Trust Tower,
161 Bay St Suite 2770
Toronto, ON
M5J 2S1

Contact Info
Telephone: 416-572-2089
Toll Free: 1-844-208-8817
Email:
Website: http://www.first asset.com


Date Signal Chart Symbol Company Opinion Price
2017-04-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Today’s market was definitely to the side of the downside, and Goldman Sachs was probably the big catalyst. There were pretty good results out of City, Bank of America and even Wells Fargo was okay. There were disappointing trading revenues, up only 1%, particularly in the fixed income and the commodity side. Equities wasn’t great either and that really hurt. When you look at the move in the Dow, in particular, Goldman is such a huge component in it, for 35%-40% of the move so far since the election. A huge mover. He still likes the financials and it is a good place to be, but this didn’t help.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
_N/A
2017-04-18 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold/Silver stocks that will have the biggest potential in the next 3-4 months? He would just stay with gold stocks. If we continue to have uncertainty and the US$ continues to be weak, then you want to be in gold. Silver will also benefit, but so much of what Silver produces is also zinc. It is very hard to get a pure play silver. He would stick with the larger caps.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

A good company. It has had some struggles of late, but in general it is really good. It controls e-commerce in China. To the extent that they can roll out any real initiative to consumers in North America. It is a very good name.


Price:
$111.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 BUY Must be logged in to use chart BAC-N Bank of America

Just reported and results were quite good. He likes this name. The capital return story is a growth story. Banks have just had the worst possible scenario ever. Not only were interest rates low, affecting net interest margins but borrowing when the lending book was weaker and coming out of the great recession, as well as this burdensome regulation. A little less regulation would be good. This is a “go to” name.


Price:
$22.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 BUY Must be logged in to use chart BAC-N Bank of America

A North American bank? He would suggest Bank of America (BAC-N) for a US name, and if you want a Canadian name, then he would suggest the Royal Bank (RY-T).


Price:
$22.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 WAIT Must be logged in to use chart CHK-N Chesapeake Energy Corp.

Probably a name he would hold or avoid, simply because it is so highly levered. A good company. It has some good assets. If you see a sustained bull market in energy, this could be fairly attractive. However he doesn’t think we are going to have a bull market in energy right now, so this is going to be range bound. He would sit on the sidelines for the next 6 months.


Price:
$5.660
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 PARTIAL BUY Must be logged in to use chart CJ-T Cardinal Energy Ltd

This looks cheap and is attractive here, but wouldn’t go too heavily into it.


Price:
$6.950
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
2017-04-18 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

Feels this is fully valued. It is implementing big water floods to try and tweak the reservoir and keep the decline rate more manageable. A really well-managed company, but he doesn’t really see any strong growth or any particular reason you need to have this.


Price:
$14.040
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 HOLD Must be logged in to use chart DGC-T Detour Gold

Gold has done pretty well lately with its resurgence. As a sector, it is reasonably attractive now and for the next few weeks at least, if not for 6-7 weeks or more. This company is still developing the Detour mines, so you are looking at 3 or 4 years of substandard cash flows. Doesn’t see any reason why you need to be here.


Price:
$17.940
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 BUY Must be logged in to use chart DOL-T Dollarama Inc.

A really good name. Had a great run. Earnings growth, revenue growth, potential to perform well in good and bad markets. Defensive, aggressive and it is a growth stock.


Price:
$118.010
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
2017-04-18 TOP PICK Must be logged in to use chart FB-Q Facebook

This has been a wonderful company. They are becoming a platform company. Has had some hiccups, but really has been a great company. You are really coming down to a core group of names in technology that are large cap, investable and stable, and this one is pretty much at the top of the pack. Huge active monthly users, engagement is really high. They still have to monetize video. (Analysts’ price target is $164.)


Price:
$140.960
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 WATCH Must be logged in to use chart HCG-T Home Capital Group

Has not been involved with this name. Generally speaking, when there is a name that is under pressure and their practices are called into question, rightly or wrongly he always thinks there is another shoe to fall. He would give it another quarter or so to see how the dust settles. You have to be cautious.


Price:
$22.150
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
2017-04-18 COMMENT Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

A good, well operated REIT. We’ve had a transformation from very cyclical. Anything that was highly levered or high tax rate, tended to do very well in the aftermath of the election. Financials did quite well. Now with uncertainty around the Trump administration’s policies, you are seeing that swing back into defensive names. This is not a bad place to hang out for a few months at least. We might have 2 or even 3 interest rate hikes, but even that would not be substantive enough to move the needle, other than very short term.


Price:
$23.530
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 TOP PICK Must be logged in to use chart KORS-N Michael Kors Holdings

*Short* Not a valuation call, but a call on retail, and one in particular. Even management has guided towards lower earnings, lower margins and lower revenue. Struggling from a retail perspective, and retail in general is struggling. Thinks retailers are attractive Shorts overall. (Analysts’ price target is $40.)


Price:
$36.900
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 PAST TOP PICK Must be logged in to use chart NWL-N Newell Rubbermaid Inc.

(A Top Pick March 29/16. Up 5%.) A great company. This offers good defensive characteristics. Feels this has a lot of growth drivers in it. Merged with Jarden, which will be an opportunity for synergies.


Price:
$46.270
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 2,873 entries
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