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

Viewing Expert

Mark Grammer , Managing Dir. & Portfolio Manager

Gluskin Sheff & Associates


Date Signal Chart Symbol Company Opinion Price
2017-04-20 PAST TOP PICK Must be logged in to use chart 2181 JP Temp Holdings Co Ltd

(Top Pick Dec 16/16, Up 16%) In Japan you have very low unemployment, with everyone looking for work having 1 and a half offers.  This is a human resources company.


Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK Must be logged in to use chart 2181 JP Temp Holdings Co Ltd

Corporations in Japan have to use agencies to help them recruit.  It is the job opportunities to applicant ratios.  We are seeing tiny increase in wages which we would need to see accelerate to get a full-fledged consumption boom in Japan, but we are getting there.  (Analysts’ Target: ¥2400).


Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Borrowing costs are staying low for the foreseeable future because they are driven by inflation and we aren’t seeing it.  Low interest rates are actually incentivizing people to save, contrary to what people would think.  The rest of the world is cheaper than America.  Growth rates are actually higher with multiples being lower.  He looks for opportunities there.  Emerging markets have been much better in the last 12 months than the last few years.  With the US dollar stabling or weakening this bodes well for emerging markets.  Trump tweets and speaks, but then does not act as he indicated.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
_N/A
2017-04-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Deflationary environment.  He does not feel we are headed here.  He sees unemployment going down, globally, and wages trickling up.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
_N/A
2017-04-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Fed Monetary Policy.  There is concern we might be heading to an inverted yield curve (indicating we are headed for a recession).  We are not yet seeing that.  The bond market is projecting the growth rate is not as robust as the Fed feels.  He would be very surprised if we did not get two more rate rises this year, but they would not impact the 2 and 10 year yields.  We need to get interest rates normalized.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
_N/A
2017-04-20 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Saudi Aramco.  It should be a trillion dollar company.  They are fully integrated.  He has not yet finished looking at it for valuation.  There will be a risk premium because the country is effectively an emerging market.  He will look at it for sure.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-04-20 WEAK BUY Must be logged in to use chart BABA-N Alibaba Group Holding

The Chinese Internet space is strong and this company is well positioned.  It has opened up markets for a variety of businesses.  He does not have a huge exposure to China.  Tencent (TCEHY-5) (WeChat) is the only one he has and feels it is better than BABA-N.


Price:
$112.960
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2017-04-20 PAST TOP PICK Must be logged in to use chart DGE-LN Diageo PLC

(Top Pick Dec 16/16, Up 9%) He still likes the name.  They are going through slow changes to improve profitability.  If you look at their big exposures they are US and China.  The US economy is healthy.  In China the whole corruption crackdown has waned so people are going out more and spending more.


Price:
$0.010
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 BUY on WEAKNESS Must be logged in to use chart HINKY-OTC Heineken NV

It is a much more pure play on beer.  They are exposed to emerging markets.  He likes the company, but the valuation is on the higher end.  He would be very interested in the name if it sold off 10%.  It could not get taken out because it is family controlled.


Price:
$0.010
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2017-04-20 DON'T BUY Must be logged in to use chart HSBC-N HSBC Holdings P L C

There is not that much to get excited about.  They are doing well in China.  They have a good dividend yield (6.4%).


Price:
$40.030
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-04-20 DON'T BUY Must be logged in to use chart ING-N ING Groep NV

A good, well managed bank with good capital ratios.  But it is not a pan-European bank.  A better way to play that would be BMP, a French bank with exposure to the entire continent.  He does not own either because there is not enough growth opportunity.  He prefers Spanish banks because unemployment is coming down and their exposure to emerging markets is good.


Price:
$15.290
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 PAST TOP PICK Must be logged in to use chart ISP-BIT Intesa Sanpaolo

(Top Pick Dec 16/16, Up 3%) It is one of the gems of the banking world in Europe.  People assume the prospects and capital are weak, but they are not.  He expects the high dividend yield to grow.  It should see a slight boost to growth and loans. Non-performing loans are starting to go down.


Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 DON'T BUY Must be logged in to use chart JM-SP Jardine Matheson

A Conglomerate based in Hong King.  He finds conglomerates too complicated. 


Price:
$0.010
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2017-04-20 TOP PICK Must be logged in to use chart KBANK-BBK Kasikorn Bank

Thailand is an interesting economy right now.  Elections next year.  They are starting to spend on infrastructure.  Lending has to be done to all the companies doing the actual work.  They have strong growth.  (Analysts’ target: 192.50 Thai Bhat).


Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 BUY Must be logged in to use chart KHC-Q Kraft Heinz Company (merged)

This industry is a very reliable cash flow generator and management here has a very good track record of being able to improve profitability.  It is probably a reasonable investment if you have a long term approach.


Price:
$92.040
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
Showing 1 to 15 of 631 entries
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