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
2015-04-01 WEAK BUY Must be logged in to use chart F-N Ford Motor

Interest rates are very low, which is a huge factor when making car purchases. Car buying has increased. It really comes down to how many more cars they can sell. It has been a good run so far. From a company point of view, can they earn that cost of capital back? For the next 6-7 months, it would be an okay investment, but he wouldn’t be loading up the truck on it as of yet.


Price:
$15.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-04-07 WEAK BUY Must be logged in to use chart L-T Loblaw Companies Ltd

Potential with L-T with Shoppers acquisition.  You have more of a food retailer with Shoppers.  Compared to Walgreens, he prefers it over L-T because food retailing is so tough in Canada.


Price:
$46.640
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-11-14 WEAK BUY Must be logged in to use chart PG-N Proctor & Gamble

Not cheap. Doesn't think you're going to shoot the lights out on growth, but it has a good yield, and over the long-term, could think of worse things to own.


Price:
$88.110
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-19 WEAK BUY Must be logged in to use chart SBUX-Q Starbucks

If you really, really want to own this, take a little bit. Buy it so that you are in the game. Very expensive, and a market correction might help in getting an investor a core position. On his radar list.


Price:
$51.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-09-20 WATCH Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

A well-managed REIT. There are a number of headwinds with interest rates going up, potential debt maturities coming due. They have some office space in Calgary which is a bit under pressure, but not catastrophic. Good income. A “wait and see” situation.


Price:
$21.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-07 WAIT Must be logged in to use chart AC-T Air Canada

Don’t buy it here after the run up.  Airlines are not a superb business, high fixed costs.  If you are looking to get in, wait for a pullback.  The sector is volatile.


Price:
$7.130
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-11-14 WAIT Must be logged in to use chart BNS-T Bank of Nova Scotia

Last results were a bit lumpier than people were hoping for. New CEO is probably putting his stamp on a number of things. Given that there were some job cuts, the big potential worry for him would be on the Latin American side, is that a one-off or will it be dragging into the future. Given the yield, valuation is very compelling, compared to the other banks. He would like to wait another quarter.


Price:
$68.660
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-08-23 WAIT Must be logged in to use chart C-N CitiGroup

This is more exposed to the emerging-markets. Based on his view on potential growth going forward, this one would be in the good camp if you had to pick a bank. They’ve been under pressure with the emerging-market pullbacks, but the bigger risk for them is in the political side. Both US candidates seem to be pretty stuck on pushing the banks further.


Price:
$46.590
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-05-19 WAIT Must be logged in to use chart CNR-T Canadian National R.R.

The Canadian rails have certainly come off in the last little while. They’ve had a fantastic run. His view on this would be that you have time to wait.


Price:
$74.580
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-21 WAIT Must be logged in to use chart CNR-T Canadian National R.R.

Feels the rails are in for a bit of a rough go. There are a bunch of factors working against them. Oil shipping by rail is a factor and consumer demand is pulling back. The change in the CEO will create some potential small dislocation. If holding for a long-term, it is a great one.


Price:
$74.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-06-21 WAIT Must be logged in to use chart EFN-T Element Fleet Management

At today’s price, you can wait on the sidelines. Eventually when the split happens, you will get the majority in the form of a leasing company and the balance will be a spinoff, which could create some uncertainty. You will then be open to pick and choose which particular company you would like to own.


Price:
$14.280
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
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
2014-04-07 WAIT Must be logged in to use chart HD-N Home Depot

Would not buy at this level.  The stock has had a great run.  You get renovations as well as new home building benefiting them. It will come down eventually.  Should do well as people start to repair after winter storm damage.  No rush to sell.  Best in class.  There will be a lot of pent up demand.


Price:
$77.130
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-13 WAIT Must be logged in to use chart L-T Loblaw Companies Ltd

With their REIT, the real estate assets are better than the Canadian Tire deal. Other REITS have a portfolio, whereas the Loblaws or Canadian Tire, it's one thing only.

Hyper competitive sector. A one time cash hoard. Wait to see what their growth forcast is.


Price:
$46.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-01-13 WAIT Must be logged in to use chart MFC-T Manulife Financial

He looked at this in 2 areas. One is investments and the other is in their core business of selling insurance. They are having a tough time on the investment side, with corporate bond spreads widening out. This will have a short-term negative affect on insurance companies. However, their actual insurance business is quite strong. Their recent acquisition and exposure in China is quite positive. With the volatility here, there could be a better time to enter the insurance business.


Price:
$18.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
Showing 1 to 15 of 456 entries
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