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
2015-05-19 COMMENT Must be logged in to use chart WMT-N Wal-Mart Stores Inc.

The law of numbers certainly factors into this company in a big way. It benefits when times are good but not as much when times are bad and people really hunt for bargains. This will weather through thick and thin, which is what you are really looking for. Their on-line presence is competitive and promising, and they have the infrastructure to pan this out. Today’s actions might give you an opportunity to pick it up.


Price:
$76.430
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-11-14 COMMENT Must be logged in to use chart WJA-T Westjet Airlines

Airlines have been doing really well, partially due to the growing economy, but also a decline in energy prices. In Canada, airlines seem to be doing fairly well. Load factors are high. The question with this company is where do they expand to. Thinks generally there will be a positive outlook on airlines for the foreseeable future.


Price:
$30.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-04-01 COMMENT Must be logged in to use chart WJA-T Westjet Airlines

One benefit this has seen with a lower oil prices is that they haven’t passed this on to consumers. As far as hedging goes, they can go out fairly far, 1 or 2 years. This is exceptionally well-managed for an airline. This would be an okay spot to get in if you are inclined.


Price:
$30.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-08-23 BUY on WEAKNESS Must be logged in to use chart WJA-T Westjet Airlines

In general, he is fairly constructive on airlines. Energy prices are coming down and interest rates are at low levels. With this airline, you are getting a lot of noise of what is happening in Alberta, which has been a hurdle for them. As cycles go, this one offers a good product. The environment is right and the economy is right, so overall that growth should continue. You could wait and buy it opportunistically on bad headline news.


Price:
$24.530
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-16 COMMENT Must be logged in to use chart WJA-T Westjet Airlines

There is a fair bit of positive news on airlines, including low fuel prices and low interest rates. There is also a positive pick up in economic growth. Times are working in their favour in terms of economic growth, energy prices and interest rates. You have to be really careful for when and if those change.


Price:
$22.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-24 DON'T BUY Must be logged in to use chart WJA-T Westjet Airlines

Low interest rates and low fuel prices are great for airlines and are definitely working for Air Canada (AC-T), and to a lesser degree Westjet. He doesn’t own airlines because it tends to be a high fixed cost model. This airline is getting into a low-cost carrier model, following Air Canada. Pilots are coming into a union, and thinks there are a lot of headwinds on this company.


Price:
$22.450
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-09-20 COMMENT Must be logged in to use chart WJA-T Westjet Airlines

Airlines really come down to being a high fixed cost model. On borrowing money, interest rates are low. Also, oil prices are low. They’ve had good growth. Announced they are going to launch an ultra low-cost carrier, which should bode well for them. Be aware that when rates go up and energy prices increase, that will have an effect on airlines.


Price:
$26.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-08-21 COMMENT Must be logged in to use chart WFC-N Wells Fargo

He is constructive on this because it is more of a retail bank. They are focusing on providing banking to clients and not a lot of outside baggage.


Price:
$42.360
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-07-10 BUY Must be logged in to use chart WFC-N Wells Fargo

Very well-run bank. Tend to focus on the consumer. There is a great deal of stability in the US.


Price:
$51.810
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-01 COMMENT Must be logged in to use chart WFC-N Wells Fargo

Financials in the US is one sector that is trading below market multiple. This is a retail bank and he considers it is one of the best in breed in the US. Had a recent dividend increase and a commitment to buy back shares. Anywhere around here would be a fair price.


Price:
$53.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-04-05 COMMENT Must be logged in to use chart WFC-N Wells Fargo

Citigroup (C-N) or Wells Fargo (WFC-N)? There are very large differences between these 2. This would be more like our Toronto Dominion (TD-T), with mortgages, retail banking and being more consistent. You are not going to get huge positive upswings when things go really well, but you are not going to get those down swings either. Longer-term this has more prudent management.


Price:
$47.510
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-01-19 DON'T BUY Must be logged in to use chart VSN-T (Dead) Veresen Inc

The LNG plant in Oregon is a positive acquisition. The question is, can they afford to do it, and the answer is No. They are going to have to bring on some other partner. These midstream type companies are dependent on other producers’ cash flows, and you are going to see them react to the low price in oil. He feels there is more uncertainty on this company because of the project size, which is really big, without any clear answer on how they are going to pay for it. There are other, better midstream companies.


Price:
$16.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-21 HOLD Must be logged in to use chart VSN-T (Dead) Veresen Inc

There are other names that would be better. Had a big project at Aux Sable which they had some trouble with. They got partial financing for it. If Aux Sable went forward, that would be a positive. Prefers companies that have smaller and more manageable bets.


Price:
$10.980
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-08-21 DON'T BUY Must be logged in to use chart VRX-T Valeant Pharmaceuticals

A “growth by acquisition” type story. His view is that those acquisitions have to keep coming. Given their latest acquisition of Bausch & Lomb, they have been borrowing a lot of money and he questions when, not if, this is going to end. Would be very cautious on this. As interest rates go up, their costs will increase.


Price:
$104.430
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-04-07 DON'T BUY Must be logged in to use chart VRX-T Valeant Pharmaceuticals

Finance acquisitions via debt.  If rates start to go higher it does not take much for their expenses to go up and profits to go down.  A difficult name to hold.


Price:
$130.830
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 456 entries
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