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

Viewing Expert

Rick Stuchberry , Vice President

Richardson GMP


Date Signal Chart Symbol Company Opinion Price
2016-12-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. This has been a 35-year bull market and there are significant changes coming. A chart showing 30 year US government bond yields from 1981/1982 on showed a long decline in rates. We’ve just had 2 Fed hike rates, which means a lot in housing, because mortgage rates have gone down each time. For the last 4-5 years, a lot of people have been sitting with 3% mortgages. When they have to renew, they will probably be looking at higher rates. People should start to prepare for this. In the last 10 years, pensioners have taken it on the chin because they’ve been trying to get safety with yield to prevent erosion of capital. It hasn’t worked as yields have continued to trickle lower and lower. He wants to have yield, but also needs to have growth. The government would like to have more inflation and have been jamming rates down hoping to get it. On the other side, all this new technology, such as Uber and Amazon, is actually deflationary because costs are going down. The demand for commodities is not what it used to be. He is also using a “Progressive Value” approach, like a “growth of the reasonable price” system, and is looking for companies that are well valued, but with good growth prospects.


Price:
$0.020
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
_N/A
2016-12-21 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

A fabulous opportunity. Your risks are more political in China, but this company is just knocking the ball out of the park all the time. It has a great growth model to it. It is situated in an area that doesn’t have a lot of malls or a lot of shopping.


Price:
$93.010
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 PAST TOP PICK Must be logged in to use chart BAD-T Badger Daylighting

(A Top Pick Nov 6/15. Up 60.93%.) They use high-powered water to excavate. It has had a great run, and he has trimmed at around $25. He still likes this. If crude prices continue to edge higher, it will be even more beneficial.


Price:
$30.750
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 COMMENT Must be logged in to use chart BCE-T BCE Inc.

He owns nothing in the sector. The nice thing about this is that it is diverse across the spectrum. It has the television as well as the mobile as well as the land lines. He would be more interested in this as a trade, as there are headwinds in the long-term.


Price:
$57.460
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-21 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

He doesn’t own any infrastructure stocks right now, but this one is a very good one. We are going to get some fiscal policy follow through from some of the governments, which has been a way overdue. Expects there will be some spending starting to take place in the US.


Price:
$44.470
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-21 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

This has really been spanked in the last 4-5 months, taking it down from $13-$14 to around $10, and it is now coming back. When watching some of the commodities, the recovery in some of them fits into the whole infrastructure buildout and fiscal policies. There is always demand for uranium, because all global reactors need to be refilled, and this company is the low cost one. At this price, you won’t hurt yourself, you just have to wait for materials to come back in again.


Price:
$14.050
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-21 TOP PICK Must be logged in to use chart CJ-T Cardinal Energy Ltd

This has a reasonable yield, and he was looking for situation that had enough yield but with enough growth to give something extra. It has a very low decline rate, which means they don’t have to pump a lot of capital in the ground to keep their decline rate going. They are very good operators. It has an immaculate balance sheet, with very low debt. If the price of crude goes up even $5-$10, they will be big beneficiaries. Also the market cap is under $1 billion. When it gets to $1 billion, a lot of funds will buy it, giving it an extra kick. Dividend yield of 4.11%. (Analysts’ price target is $11.83.)


Price:
$9.140
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Canadian Banks travel together. As a herd, there are leaders and there are laggards, and this one has been a laggard over the last few years. They all look pretty good, but not as cheap as they were a couple of months ago. This bank continues to increase its yield.


Price:
$111.870
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-21 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

So much depends on how far you think oil can go. He is optimistic and thinks the price is going to go up. If you buy it here, he thinks you can make money. They manufacture oil as opposed to searching for it. It has a good yield. Thinks it is going to go into the low to mid $20s in the next up move, presuming oil goes to $55-$60.


Price:
$18.600
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 PAST TOP PICK Must be logged in to use chart CSCO-Q Cisco

(A Top Pick Nov 6/15. Up 10.89%.) He still likes this. The growth is there and it is going to come. You get a good yield while you wait. It will give you a 10% return.


Price:
$30.420
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

His only concern is if there is enough growth and dividend to chin the bar. The sector has been sideways. If rates start to rise, some of these companies have a lot of debt, which means the cost of carry when it rolls over is going to be higher.


Price:
$40.680
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-21 HOLD Must be logged in to use chart GM-N General Motors Corporation

This has a great looking chart. There is money flowing in. He owns nothing in this area now, but has no negatives on it. The companies are breaking out and telling you that they want to go higher.


Price:
$36.420
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-21 TOP PICK Must be logged in to use chart ING-N ING Groep NV

This keeps looking better and better. It is at the front end of technology in the European banking system. They got caught in the rigmarole of 2008, and had to borrow money from the Dutch government. They quickly liquidated in Canada and the US and paid the Dutch government back, and excelled on their new technology platform and are able to deliver costs much cheaper than the other European banks. Thinks it will be the leader in Europe. Dividend yield of 4.77%. (Analysts’ price target is $13.89.)


Price:
$14.290
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 COMMENT Must be logged in to use chart LYG-N Lloyds TSB Group PLC

The turnaround is now in Europe with a lot of the banks, but the German banks are still not in a position. This one is looking better, and is going to end up looking like the US banks in the next year or so as things unfold. (See Top Picks.)


Price:
$3.210
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Unknown
2016-12-21 COMMENT Must be logged in to use chart MFC-T Manulife Financial

The life companies get a tailwind out of rising interest rates, so they are beneficiaries. This could go on for some time. If Asia continues to come into them, they are big there. Thinks you could get a lift to the $30 mark.


Price:
$24.610
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
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