Viewing Expert John O'Connell, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

John O'Connell, CFA , Chairman and CEO

Davis Rea


Date Signal Chart Symbol Company Opinion Price
2017-06-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Diversification for RESP’s for children? There are a number of different ways you can be diversified. This is a whole new millennium of technologically driven and aware people. Technology is changing the world, and we are in the early stages of a whole new evolution, so that when children are older, they won’t be typing into keyboards or computer screens, they will be talking to things and will be learning in different ways. For diversification, technology would be a good place to look. The most innovative companies in technology are the ones that have the biggest balance sheets and they are the strongest ones. Instagram is owned by Facebook (FB-Q), and is just in its early stages of its monetization strategies. Trading at a pretty reasonable valuation, but has a pretty strong balance sheet, and has a lot of room to grow. Its biggest competitor is Google (GOOGL-Q), which is sitting on tons of cash, very innovative, working on artificial intelligence, healthcare. These are big, big areas that are going to need a lot of improvement.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-06-14 TOP PICK Must be logged in to use chart AAPL-Q Apple

About to go through a huge, huge upgrade cycle. Trading at about 16X forward earnings, which he feels is too low. They continue to be very innovative. The company’s strength is also its weakness. Its biggest weakness right now is Siri and the artificial intelligence. It’s very advanced artificial intelligence, but its ability to learn through machine learning is being retarded by having a closed ecosystem. Dividend yield of 1.7%. (Analysts’ price target is $161.50.)


Price:
$145.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

Subscription Receipt. This is a regulated utility. They made a big acquisition in the US. They issued these subscription receipts which pays a 7% dividend. If the deal falls apart, you get your money back. If the deal doesn’t close in a year, you get $31 plus your 7% dividend yield.


Price:
$30.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 BUY on WEAKNESS Must be logged in to use chart AMZN-Q Amazon.com

This is going to be very volatile, but it is going to keep going. A big player in retail. Their AWS division is growing rapidly and they are world leaders at that. The move into Cloud is still in its early stage. They haven’t begun to really monetize their ability to be able to advertise directly to the consumer. They haven’t moved into medicine and drug dispensary yet, and he would be surprised if they don’t. Amazon Prime is going to continue to grow. As people move more and more towards online and automatic replenishment shopping, their delivery process is going to get more robust. As that happens, their costs for delivery goes down. Buy this on dips.


Price:
$976.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

This has been a fantastic investment. On-line adoption in shopping and payment systems in China has a far higher adoption than it has in North America and Europe. In that respect, this company is very, very well positioned. If you want exposure to the Asian market, this is probably one of the best places to be. However, he doesn’t know if you are actually owning anything as a shareholder, and accounting issues are always difficult. He would rather you own companies with American domiciled positions.


Price:
$136.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-14 DON'T BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Energy stocks in general are pretty bombed out. Nobody can drill oil profitably and recycle back enough money to support future growth at $55 oil. Doesn’t think you can look at this one as a stock, you have to look at it as an option. Anything under $60 and this company doesn’t survive. It has debt turned out to 2021. It has some assets that it is not an operator of, that they bought about 5 years ago. The longer oil trades below $60, the deeper this company’s troubles are.


Price:
$3.480
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-14 PAST TOP PICK Must be logged in to use chart CELG-Q Celgene Corp

(A Top Pick July 6/16. Up 16%.) Biotechnology company involved in cancer drugs. 20% earnings growth. Trading at 14X earnings. Strong balance sheet. Still a buy.


Price:
$121.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick July 6/16. Up 9%.) A very, very well-run company. Firing on all cylinders except for ESPN. Consumer preferences have changed in the kinds of sports that they watch. Cord cutting has been hurting ESPN. As an investor, you have to look past today’s problems, and think in terms of what the potential solutions could be.


Price:
$106.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 DON'T BUY Must be logged in to use chart ENB-T Enbridge

He wouldn’t purchase this today. Between this and TransCanada Pipe (TRP-T) it represents a huge component of the energy index. You have very large portfolio managers which are hiding in these 2 securities. The company has grown very rapidly. It has a very, very complicated capital structure now, with multiple special purpose vehicles for funding different projects. The dividend has grown at a very, very rapid pace and the debt levels have grown at a very, very rapid pace. The company is beginning to disappoint investors for the first time in a long, long time. Be careful.


Price:
$49.810
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 PAST TOP PICK Must be logged in to use chart FB-Q Facebook

(A Top Pick July 6/16. Up 28%.) Trading at 24X forward earnings. Has $29 billion of cash. Growing at 30%-40%. Still a Buy.


Price:
$150.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Must be logged in to use chart GS-N Goldman Sachs

This had a bad quarter and the stock fell 5%-6%. If anybody can make money in the financial world, these guys do it all the time. Balance sheet is twice as strong as it was at the time of the financial crisis. This is a bank that has the least exposure and problems with narrowing credit spreads. It has the best return on equity and the best growth opportunities. Trading at 11X earnings and has good growth prospects. Dividend yield of 1.3%. (Analysts’ price target is $250.00.)


Price:
$226.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 HOLD Must be logged in to use chart KEY-T Keyera Corp

A very, very well-run company. The dividend payout ratio is low and it is very well financed. This has been stagnant for about 2 years. Americans love to hate this stock at times. Thinks this company is set to go. You could see it down at $38 again. Depending on your time frame, this is a solid, long term hold. Good dividend growth potential.


Price:
$41.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 COMMENT Must be logged in to use chart SHOP-T Shopify Inc.

He likes the business model. The company has done exceptionally well and is providing an important service. Has always had a concern in the back of his mind that if Amazon (AMZN-Q) really wanted to get into this space through their own marketplaces, this company would be vulnerable. The stock has done exceptionally well and its valuations are extremely lofty. Investors have to be aware that when you are paying high multiples, a bump in the road could be pretty painful.


Price:
$113.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-14 BUY Must be logged in to use chart TD-T Toronto Dominion

Don’t have too many Canadian banks in your portfolio. This is one of the better ones to have. People are concerned about bank stocks in general because of a flattening yield curve and their inability to grind out profitability, because the spreads are so low. There is also some concern about this bank because of auto loans in the US. If you have a 5-10 year horizon, banks are good places to be.


Price:
$64.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-14 COMMENT Must be logged in to use chart VZ-N Verizon Communications

The dividend yield is great, and that usually forms half the return you should expect to earn. Telcos are going through radical and rampant evolution and change. The exceptionally disruptive players in the US is “creaming pricing”, and a lot of money needs to be invested to remain competitive. Cell phone penetration is very high. There is a lot of technological disruption. As long as rates stay low, this is okay, but it is not a fast-growing area.


Price:
$46.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
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