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
2013-11-19 PAST TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

(A Top Pick Aug 21/12. Up 17.93%.) His outlook on this one came from the way they were changing their advertising model. It is amazing way they are able to say to their customers 1) here’s what you are doing 2) here is what you are now willing to do and 3) here is how you are going to do it. This got a lot more traction than he had expected. Strong balance sheet. Biggest risk would be the innovation risk.


Price:
$1025.204
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-24 COMMENT Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

He is very keen on this. They are doing great things. On advertising and search, they are taking away from the incumbents and have lots of things in the hopper. Great balance sheet and a really durable franchise. Going forward, the virtual reality and artificial intelligence are going to be really big components for them.


Price:
$977.610
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
2013-08-21 TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

This is a technology conglomerate. Involved in every aspect of technology including web, searches and mobiles. Creating an android operating system which is open and is getting the most adoption. Trading at around 18X earnings.


Price:
$869.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-17 TOP PICK Must be logged in to use chart AMZN-Q Amazon.com

No Dividend.  Cloud computing is a strong grower.  The Alexa device will allow you to yell at it that you need something and it will be delivered in one day.  The web services are a huge growth engine.  (Analysts’ target:  $940.37)


Price:
$756.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 COMMENT Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

A wonderful company. The splitting of their divisions was a good thing. Advertising continues to be an important part. The company continues to grow including a shift from desktop to mobile, searches targeting your history experiences, home connectivity, etc. Good valuation.


Price:
$708.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-06 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

A great company. The cash flow that is coming out of them is fantastic. It allows for investing in other sectors. The transition to mobile has been wonderful. Super balance sheet. Management team has been consistent. They have lots of new developments. This is going to be one of the game changers as it has been in the past.


Price:
$587.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-30 COMMENT Must be logged in to use chart CSU-T Constellation Software Inc.

This has been a great story. The caution for him is that it is growth by acquisition. The growth they have been showing really comes from a number of acquisitions, and most of them have gone extremely well. He prefers to have his technology investments in the US where there is a lot more geographical diversification and a lot more size and scale. He would be very cautious on this.


Price:
$578.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-07-10 PAST TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

(A Top Pick Aug 21/13. Up 33.32%.) This is the concept of home automation on a bigger scale getting you into a Google product. They develop good products, and are going to be here for the long haul.


Price:
$571.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-14 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

Doing great things. Not necessarily focused on advertising although the bulk of the revenue comes from that. Lots of neat projects underway that could develop into bigger things. The main focus for him is the shift from advertising into mobile. Likes their tighter control of the Android operating system, which could make a good competitor for the IOS system.


Price:
$555.190
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-19 COMMENT Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

R&D spending in the last quarter has been quite high. Seem to have some pet projects they keep funnelling money into. On the android side, for example, they continue to give it away for free, but what that does is allow applications and data to be pulled off. That is positive in the long term. The advertising side continues to be dominant. Their shift to mobile, accepting pages that are typically enhanced to work on mobile applications, is another avenue. It really comes down to a longer-term investment horizon and believing they will be able to move around that big advertising elephant. Good value, good cash and a good balance sheet are important in this market. He is positive on this company.


Price:
$549.280
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-04-07 BUY Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

They did a stock split and created a ‘C’ class.  The ‘A’ is GOOGL and the ‘C’ class is GOOG.  ‘A’ are voting, but ‘C’ isn’t.  This was issued with the idea of doing acquisitions.  The value of the company has not changed, but the number of shares has.


Price:
$548.700
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-04-01 COMMENT Must be logged in to use chart NFLX-Q Netflix Inc.

He has Shorted this one from time to time. Fundamentally it is a valuation question in terms of subscriber growth. There is no question they are offering good content which is disrupting the traditional cable cords. It is a question of whether they can keep that subscriber growth going. In his opinion, it is going to be very difficult to do. A volatile stock and not for the faint of heart.


Price:
$413.120
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-09-20 COMMENT Must be logged in to use chart TSLA-Q Tesla Motors Inc

This is going to need a lot of cash. They advertise model 3 at $35,000, and when it comes to Canada, it will be in the $70,000 range. Need a lot of money to get production up and running to the levels they want to go to. The cash burn rate is very high. Thinks you will have lots of opportunities to back up the truck going forward. A large part of the company is due to subsidies. Not a company he would be looking to own at this time. A momentum play rather than an investment.


Price:
$373.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2015-01-19 COMMENT Must be logged in to use chart V-N Visa Inc.

Visa (V-N) or MasterCard (MA-N)? A great sector, but both companies are fairly expensive and priced to perfection, MasterCard a little bit more so. It really depends on the changing way that people pay for things and a complete shift away from a cash society. Regardless of how people pay, security will be a pretty determining feature. He would focus on this one more because it has a larger established base, but being priced to perfection is a problem.


Price:
$254.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 456 entries
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