Viewing Expert Colin Stewart | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Colin Stewart , CEO & Portfolio manager

JC Clark Investments Ltd.


Date Signal Chart Symbol Company Opinion Price
2017-05-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. In some instances, such as banking, he prefers the US for investing. Doesn’t own any Canadian banks. US banks are cheaper and have a rising tide with the economy. Rates are going to go up more quickly, as well as having deregulation and tax cuts, etc. He is a little worried that volatility is at ultra-low levels, P/E ratios are at historic highs. The economic growth in the US is pretty good, and Canada is not quite as good. Markets are fairly, fully priced, and he has to spend his day looking for hidden gems. Buying the market broadly is not a great idea right now, given the levels we are at.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
_N/A
2017-05-29 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A very well-run business. They’ve been a consolidator of convenience stores and gas stations around the world. This has grown aggressively and has done a great job adding value with their acquisitions. Not a cheap stock, but has lagged the market in the last year or 2, and hasn’t gone up at the pace that it had historically. He is starting to pay a bit more attention to this. At the right price, it is something he definitely would buy.


Price:
$61.540
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-29 COMMENT Must be logged in to use chart BAC-N Bank of America

This bank and the US banking sector over the last couple of months has retreated a little or gone sideways, partly due to bank stocks having such huge moves going up to the US November election. Feels all those things are still generally in place. We are going to see higher rates in some form of a tax cut. These bank stocks are quite cheap but in a month or 2, they should be a lot higher.


Price:
$23.240
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Has always felt this was the best way to participate in all the other Brookfield companies, as you got a combination of everything. A great Canadian success story. A good, long term way to invest in stable, cash flow generating businesses.


Price:
$51.380
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

Has a lot of debt, which is the knock against them. But that shouldn’t be as big a concern as it is, because the debt is turned out to 2020 and beyond, but the sentiment around oil/gas and the sector is so negative today it doesn’t matter. Have some great assets in the Eagle Ford in the US with heavy assets in Canada. Not for the faint of heart.


Price:
$4.160
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 TOP PICK Must be logged in to use chart C-N CitiGroup

This US bank has more international exposure, which is attractive with some of the international economies which are rebounding and growing more quickly than emerging markets. Also, trades at a valuation discount to it peer group. Trading at a discount to tangible book right now, at only about 11X earnings. Dividend yield of 1%, and there is a big opportunity for this to go up. (Analysts’ price target is $66.)


Price:
$62.070
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-29 COMMENT Must be logged in to use chart CJT-T Cargojet Inc

This has gone up significantly over the last couple of years. A really well run business. It is in a monopoly-like position. With the advent of Amazon (AMZN-Q) and people ordering more things online, they have a really good, strong position and growth area. He really likes the company. Management is excellent. Fairly valued, but if earnings keep going up, the stock will continue to do well.


Price:
$46.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-29 COMMENT Must be logged in to use chart ECI-T EnerCare Inc

A water heater rental business, which is pretty stable. The company has grown through acquisition. If they can continue to make acquisitions and continue to pay a dividend, this should do well over the long-term.


Price:
$19.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-29 HOLD Must be logged in to use chart ENB-T Enbridge

He would categorize this as a long-term hold. It is not going to be an exciting stock, but it has a nice dividend yield. Thinks it this will do fine over time, but not a real growth stock.


Price:
$52.420
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 COMMENT Must be logged in to use chart ENGH-T Enghouse Systems

A software company that has been pretty aggressive on growth through acquisition, using their relatively highly valued equity paper to buy all these small companies, roll them in, and get synergies. Software in general is becoming a much more competitive from an M&A standpoint, so it is going to be harder to find cheap deals. Also, it is not the cheapest stock. He is not interested in this.


Price:
$59.660
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-29 DON'T BUY Must be logged in to use chart HBC-T Hudson Bay Co.

A tough one. It is a company that appears to have a lot of value, very valuable real estate assets, but obviously operating in a very tough space. Department store retailing is getting a lot of pressure from things like Amazon (AMZN-Q). The company has a lot of leverage on its balance sheet, and it is really not clear what they can do to surface that value. Real estate is only as good as the tenant that is renting it.


Price:
$10.060
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-29 COMMENT Must be logged in to use chart HCG-T Home Capital Group

Feels all the news we have been getting lately is an attempt at ultra-transparency, and is not sure this is the perfect strategy. If you get a “run on the bank” type of situation, which we are seeing with this one, people lose confidence and the depositors cash in. Feels that they are attempting to restore confidence. A very difficult situation.


Price:
$9.160
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 COMMENT Must be logged in to use chart HMC-N Honda Motor Ltd.

Probably a reasonable time to look at automotive companies. Honda builds quality products and an efficiently run company. They seem to be a little slower on the drive to build the electric vehicles. How well this does is going to be all about how they are going to adapt to a rapidly changing industry. Trading at a reasonably low multiple.


Price:
$27.630
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 PAST TOP PICK Must be logged in to use chart LIQ-T Liquor Stores N. A.

(A Top Pick April 11/16. Up 34%.) Liquor retailing is a pretty good business. Performance over the last 4-5 years has been substandard, and feels the current management team has mismanaged the business in some ways. Also, there has been an escalation in costs which has led to higher operating expenses as a percentage of sales. There are a lot of things with the business that can be done to improve it.


Price:
$10.810
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-29 SELL Must be logged in to use chart MCD-N McDonalds

Sell McDonald’s (MCD-N) and buy Restaurant Brands (QSR-T)? This is not a bad idea as Restaurant Brands has more of a growth runway. McDonald’s is more of a mature business with penetration pretty much everywhere.


Price:
$149.860
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 951 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.