Viewing Expert John Stephenson | StockChase
stockchase picture

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
2017-06-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The current rally is being driven by solid fundamentals, part of a global theme and not just a Trump theme. If you look at things that would have been better under Trump, you would have expected domestic manufacturers, smaller companies, etc. would’ve done better, but the Russell 2000 where these companies reside, has really stalled. We are in an expansionary phase and it is a global phenomenon, and is generally good for regions. Europe has done as well or better, post the US election, than what the US has. It is economics, not policy, that is driving the market. You need to look outside Canada for more and more of where your investment dollar goes. There is better growth in the US. Emerging markets have been on fire and their balance sheets are much better. European valuation is 3 or 4 multiple terms lower than the US.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-06-06 TOP PICK Must be logged in to use chart AMZN-Q Amazon.com

It is hard to see this not being in a portfolio. Online retail is only 11% of total retail. Think of other industries such as travel, which is now 45% online, there is huge room to grow in online retail. They account for 20% of all US online retail, and that’s only going to grow. Not only the leader in retail, but they are into Cloud services, which is where the world is going. They are doing everything right and hitting on all cylinders. (Analysts’ price target is $1100.)


Price:
$1003.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-06 COMMENT Must be logged in to use chart BMY-N Bristol Myers Squibb

Healthcare names in general have been extremely volatile for a whole variety of reasons. It seems to be a hot button for politicians. Also, Amazon (AMZN-Q), getting into the pharmaceutical distribution business, is a negative. Overall, he thinks the company is really good. It is attractively priced. One of the largest concentrations of their portfolio are the oncology drugs. If you are willing to look out 6 months to a year, you will be happy if you buy it today. On the other hand, if you are looking for something that will be more rewarding in the short run, he would stay away from healthcare.


Price:
$51.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 HOLD Must be logged in to use chart BX-N Blackstone Group LP

A very attractive name, and still feels confident that it will do well. It has a very high yield. He doesn’t see why it shouldn’t do well in the future, being a good segment of the market, if capital markets remain strong, which he feels they will.


Price:
$33.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

He likes this name. In general, Canadian financials have sold off a little, so this is a pretty good time. Thinks that the time of stepping on the sharp end of the rake is over. They’ve done a really good job of becoming a retail bank.


Price:
$105.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 PARTIAL BUY Must be logged in to use chart CNR-T Canadian National R.R.

The rails are good. They are typically a little expensive in terms of valuation, but they are a great way to play this industrial theme that is on. You would be hard-pressed to find a much better run company than the rails, and there is really only a choice of 6. He would buy a little bit every day and buy little more on any pullback.


Price:
$105.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-06 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

This is a good company. Inexpensive with good assets and good management. The big problem is the reputation of being a serial equity issuer. However, the broader problem is, where is the upside going to come from for an energy company or an oil/gas company. The commodity is range bound. There is just not enough reason to be bullish on energy right now. He sees another year or so, if not longer, of range bound oil markets.


Price:
$12.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 PAST TOP PICK Must be logged in to use chart DFS-N Discover Financial Services LLC

(A Top Pick April 26/16. Up 5%.) He just got out of this recently. It has been falling along with all of the financials in the last 2 months. He still likes the name.


Price:
$58.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-06 COMMENT Must be logged in to use chart DUK-N Duke Energy

Essentially an energy infrastructure, which he likes as a theme. Overall, he likes this name and thinks it will do all right.


Price:
$85.810
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-06 COMMENT Must be logged in to use chart ENB-T Enbridge

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T)? He would prefer this, the parent, over the income fund for a couple of reasons. One would be liquidity and the other would be growth. There is very little growth in an income vehicle, other than the vending down of additional assets as they are developed. In a market that is starting to grow a little faster, you don’t want to be in something that is so defensive as the income fund. He prefers growth and liquidity in this market. You still get a yield.


Price:
$53.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 COMMENT Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T)? He would prefer the parent, over this for a couple of reasons, liquidity and growth. There is very little growth other than the vending down of additional assets as they are developed. In a market that is starting to grow a little faster, you don’t want to be in something that is so defensive as an income fund. He prefers growth and liquidity in this market.


Price:
$32.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 PAST TOP PICK Must be logged in to use chart GES-N Guess Inc

(A Top Pick April 26/16. Up 33%.) *Short* They had a lot of competition. He is still Short.


Price:
$11.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-06 STRONG BUY Must be logged in to use chart GOOG-Q Alphabet Inc (C)

Doesn’t think there is a day that goes by when you don’t use Google. They totally dominate Search and is the world leader by far. They are also investing in all these other wacky and interesting things. Totally unappreciated, relatively speaking, but it is a company that is almost a “must own”. There is a lot they can do in terms of monetization with the video and stuff, that they are not yet doing.


Price:
$976.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-06 COMMENT Must be logged in to use chart HD-N Home Depot

An outstanding company. It has been hitting it out of the park in the last quarter. He can think of few other retailers that are at such a good level with their positioning in the marketplace and what they are offering. There are more good times to come.


Price:
$154.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-06 BUY Must be logged in to use chart HSBC-N HSBC Holdings P L C

A very strong franchise. It is much more global than the Canadian banks. Overall, the valuation is attractive and the yield is pretty good. Financials have been under pressure lately, but ultimately we are lining up for a series of events including higher interest rates, more clarity on capital requirements, and a rolling back of Dodd Franks in the US.


Price:
$44.260
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 2,899 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.