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

Viewing Expert

Zachary Curry , Chief Operating Officer & Portfolio Manager

Davis-Rea Ltd.

Contact Info

Website: http://www.davisrea.com/contact/


Date Signal Chart Symbol Company Opinion Price
2017-03-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are starting to see a global recovery, although the US market is still in the lead. He is waiting for more certainty on policy to be introduced by the new administration to back that up. NAFTA will be a year or 2 out, and certain sectors will benefit and others might not. That uncertainty tends to gyrate up or down, and we haven’t seen that. There have been over 100 sessions of the S&P 500 where it hasn’t dropped more than 1%, very unusual given the uncertainty. You need to be a little reserved when investing, to take into account factors that are not necessarily being factored in now. Globally, certainly in developed countries, equity markets are over valued in certain sectors. There is caution warranted, but not overly extensive. A bit of a “wait and see” game.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-03-16 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Lifecos? They have 2 components. One is the investment side, and the other is the business of selling life insurance. With interest rates going up in the past little while, that has been constructive for these companies, because of their investment portfolio getting listed in the income. Conversely, the selling of the actual life insurance is going fairly well, and that is the focus where you should be looking.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-16 TOP PICK Must be logged in to use chart ALA.R-T AltaGas Ltd

The company has just issued these Subscription Receipts for stocks, for a US acquisition they plan to do that should close in the 2nd quarter of 2018. There are a few worries where they have a big chunk of debt and some worries on the utility side. In his view, the debt levels will go down. If the deal doesn’t go through, the subscription receipt holders get their money back. This is trading at about $1 less then the common shares. Dividend yield of 7.1%.


Price:
$29.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 PAST TOP PICK Must be logged in to use chart APR.UN-T Automotive Properties Real Estate Investment Trust

(A Top Pick Jan 13/16. Up 30%.) This company buys the land under auto dealerships and then leases it back to them. These are triple net leases, meaning that the dealership pays for everything, taxes and maintenance. There is a 1.5% escalator clause for every year. The company has made 2 acquisitions since last year. It is paying just under 7.5%, so a good income generating investment.


Price:
$10.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 COMMENT Must be logged in to use chart BAC-N Bank of America

Bank of America (BAC-N) or Toronto Dominion (TD-T)? He prefers J.P. Morgan (JPM-N), which is a bit more tilted to the investment banking side, and would see a bit more participation in the deregulation that he feels is coming. There is room for the Cdn$ to come down further.


Price:
$25.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-16 COMMENT Must be logged in to use chart BCE-T BCE Inc.

He is constructive on this. Gives good income from the dividend. There will be some negative overhang with regards to the debt, continually borrowing money. A lot of negative overhang with the media side, a smaller component. They have a big wireless division which is growing. The landline division seems to have stopped its bleeding which is positive. He is looking at this cautiously, based on the fact that they are paying out a good deal of their income towards the dividend, as well as borrowing money.


Price:
$57.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

They are selling to nuclear reactors, which take a long time to build and a long time to get going. The news out of Japan is certainly not constructive. He is not very positive on this. Feels natural gas is more cost effective, and is available in abundance.


Price:
$14.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-16 PAST TOP PICK Must be logged in to use chart CERN-Q Cerner Corp.

(A Top Pick Jan 13/16. Down 4%.) This converts medical records from paper to an electronic form. There is a law in the US that at a certain point, X number of paper documents have to be converted to digital. Regardless with what happens with the healthcare act going forward, this is in place and digitalization will continue. This company went from fully recognizing sales all at once, to more of a subscription type revenue recognition model, which has caused some lumpiness. He has a half position, and is looking to buy more, but wants to see some of that lumpiness disappear.


Price:
$56.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Average down? His biggest issue is that they seem to be serial issuers of stock. They continue to dilute the existing shareholder base, not a friendly thing to do. The US assets are great and they have increased production, but it is important to focus on production growth per share, and this one gets diluted down. They’ve already cut their dividend.


Price:
$14.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-16 COMMENT Must be logged in to use chart ENB-T Enbridge

He is constructive on energy. Holds this as well as 2 others that are similar, Keyera (KEY-T) and Inter Pipeline (IPL-T), and is more constructive on them than on Enbridge. Enbridge is doing a lot of borrowing and have a fairly high payout ratio. Keyera would be his #1 pick in the space.


Price:
$55.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 PAST TOP PICK Must be logged in to use chart FB-Q Facebook

(A Top Pick Jan 13/16. Up 47%.) Quality management, good metrics and good things to come.


Price:
$139.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Must be logged in to use chart FB-Q Facebook

This is firing on all cylinders. There are a billion users on Facebook and are growing on Instagram and WhatsApp. The average revenue per user grew 30% last year. From a valuation point of view, the growth is far and away north of 30%, and the stock is trading at less than 25X, so you are getting more growth than what you are paying for. (Analysts’ price target is $158.)


Price:
$139.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 COMMENT Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

He likes this, and doesn’t find it terribly expensive in terms of the multiple it is trading at, versus their growth. However, his preference would be Facebook (FB-Q). (See Top Picks.)


Price:
$870.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 WAIT Must be logged in to use chart GOOS-T Canada Goose Holdings

The coyote fur controversy hasn’t had much effect on the IPO given that the stock price is up materially today. He doesn’t think it is going to have a very big impact going forward. This has had a great run, so he would be cautious and sit on the sidelines for a while.


Price:
$21.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-16 HOLD Must be logged in to use chart JNJ-N Johnson & Johnson

Hold or sell? With the sectors it is in, consumers, pharmaceuticals and products, it is a bit of a healthcare conglomerate. Given that the demographics are trending in the right direction and drug prices being a little less political than it was, he is constructive on healthcare. If you had to pick one stock as a barometer to all various sectors in healthcare, this would be a good one.


Price:
$128.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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