Viewing Expert Zachary Curry | StockChase
stockchase picture

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
2014-04-07 WAIT Must be logged in to use chart V-N Visa Inc.

You could wait for a better opportunity.  There is pressure on these names from litigation on the cards from class actions.  Fees going down a bit would easily affect their bottom line.  Prefers over MasterCard.


Price:
$203.410
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-19 DON'T BUY Must be logged in to use chart TWX-N Time Warner Inc

You could find better returns in a name like Disney (DIS-N), which is based on the content side. This is more on the class of distribution side of things. Internet service, etc. is a space that is very competitive. (See Top Picks.)


Price:
$85.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-11-19 HOLD Must be logged in to use chart MFC-T Manulife Financial

You are very well hedged in this. If equities keep rising, you are doing okay. If the tapering issue starts again and interest-rate rise, this company would be able to reinvest their fixed income, proceeds at higher rates. Feels that insurance and annuities will be a good business going forward.


Price:
$19.980
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-04-07 HOLD Must be logged in to use chart EFN-T Element Fleet Management

You are going to see volatility because it is a new company and they are breaking ground.  It is a question of where they grow.  There is no reason to sell it though.


Price:
$14.880
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-11-19 DON'T BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Wouldn’t want to be jumping into banks with 2 feet at this time. Stocks have had a very good run. This one has the benefit of being in the international segment and there is some benefit to that in terms of emerging markets which have come down. Canadian housing market is still a very prominent feature of the banks.


Price:
$65.980
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
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
2013-11-19 COMMENT Must be logged in to use chart IPL-T Inter Pipeline

Very well run company. Just recently did a conversion from an LP to a corporation, which he feels is a good thing. Have a lot of good, big projects that will add cash flow going forward. Feels there is better growth in this than in the larger names. Smaller projects and more manageable. His target would be high $20-low $30.


Price:
$25.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-08-21 DON'T BUY Must be logged in to use chart JPM-N JP Morgan Chase & Co

Very similar to a lot of the banks whereby the results of late have increased and have done quite well but there is still a lot of headwinds. Growth in banks could be more positive but the headwinds need to go away first. Prefers other banks over this one.


Price:
$51.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-05-13 DON'T BUY Must be logged in to use chart JE-T Just Energy Group

Used to own it, doesn't now. Doesn't think it's a great business.


Price:
$6.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-21 TOP PICK Must be logged in to use chart CXR-T Concordia International Corp

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.


Price:
$29.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-04-07 TOP PICK Must be logged in to use chart JPM-N JP Morgan Chase & Co

Under 10 times earnings.  Fingers in all the pieces of the pie.  Consumer, business and asset management.  Payout around 40% and he sees this as growing.  2.6% yield could be better.  Potential for international growth.  He hopes the litigation issues are all behind them.  Thinks there is less uncertainty with them. 


Price:
$59.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2016-06-21 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Trimmed half his position 2 years ago. Considers this to more of a utility rather than a growth stock. The recent Manitoba Tel (MBT-T) will bode well for them and their dividend. Payout ratio is fairly high. The dividend goes up every year. They are going to have to find some avenue to continue the growth of the dividend.


Price:
$59.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-11-19 BUY on WEAKNESS Must be logged in to use chart CAT-N Caterpillar

Took advantage by buying a half position when it dropped to the mid-$70s. Has good exposure on the resource side. If there is some good news out of China, it could pop. From a company’s point of view, they are doing good things with what they have. They sell equipment and parts, but are starting to get into the service side a little where they are monitoring and gathering data on equipment and customers, which allows them to get another revenue stream.


Price:
$83.670
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-04-05 COMMENT Must be logged in to use chart UNH-N UnitedHealth Group Inc

This whole industry is fascinating. All these companies are going through a period where they are trying to merge. The whole sector demographically is positive. He is keeping an eye on this, but not ready to pull the trigger yet.


Price:
$127.040
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
Showing 1 to 15 of 456 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.