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

Viewing Expert

Veeral Khatri , Partner and Portfolio Manager

JC Clark


Date Signal Chart Symbol Company Opinion Price
2017-06-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  It comes down to valuation.  With the market multiple at 20 times, it is rather rich.  He likes 15 to 20 times if there is 15-20 percent earnings growth.  Finding stocks is getting more challenging.  There is risk for Canadian stocks with changes to NAFTA.  It’s an overhang.  US investors are going to want to see some kind of resolution to NAFTA.  Stock picking is important as things are likely to go sideways over the summer.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2017-06-19 DON'T BUY Must be logged in to use chart AAPL-Q Apple

He owned it on and off over the last couple of years but it had a good run.  What is their next trick?  The question is what’s next and he does not have a good handle on what that is.  They have this huge loyal user base and he thinks there is a huge opportunity with APPs.  They need to be better at capturing services revenue.  He prefers GOOG-Q.  If AAPL-Q pulled back 10-15%, it would be a lot more palatable.


Price:
$146.340
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-19 DON'T BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

He has been looking at it recently.  It is a very good business.  The valuation is rich as it always has been.  You are seeing the stock fall out of favour.  At some point electric vehicles should impact their business (5-10 years out).  If he saw a 10% pull back it would be interesting.


Price:
$61.970
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-19 DON'T BUY Must be logged in to use chart BHP-N BHP Billiton Ltd.

It is exposed to Met Coal.  There is a shortage so it seems attractive, but iron ore has a lot of supply coming on line.  At some point it will be a compelling buy, but we are not there yet.


Price:
$34.910
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2017-06-19 BUY Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

[For a long term hold].  It is a fantastic long term hold.  Their fund managers are some of the smartest guys in the business.  It gives you exposure to a variety of infrastructure assets.  You get a nice 4% dividend yield.  He owns it through BAM.A-T because it is his preferred way to play it.


Price:
$53.950
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-19 DON'T BUY Must be logged in to use chart FB-Q Facebook

It is not his preferred tech stock.  There is better value in things like GOOGL-Q.  FB-Q is in the early innings of monetizing Instagram.  It is just a case of what you want to pay for that growth.  30 times earnings for 20% earnings growth is not compelling to him.  He prefers GOOGL-Q.  He owns AMZN-Q as well.


Price:
$152.870
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

It is an interesting entry point with the selloff in tech.  There are a lot of secular tail winds.  A great stock to own long term.


Price:
$957.370
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 PAST TOP PICK Must be logged in to use chart GPS-T BSM Technologies

(Top Pick Feb 28/17, Up 7%) There is some execution risk still, but he thinks they will eventually get there.  The real big driver for this is data capture.  There is a huge secular demand growth in North America.  The penetration rate is going to double over the next couple of years.  They have enough scale now.  It could get taken out over the next 2 years.


Price:
$1.600
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 WATCH Must be logged in to use chart MTY-T MTY Food Group

He has looked at it numerous times and balked at it each time.  It is a little expensive for a food corp. business.  He is playing the space through another one.  Wait for a pullback (10-15%) before getting into it.


Price:
$46.595
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-19 DON'T BUY Must be logged in to use chart NLN-T Neulion

It is not a viable stock to look into.  He owned it at one point.  It is an interesting space, but unfortunately it has been a poorly executed story.  It is a bit of a ‘show me’ story.


Price:
$0.590
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-19 DON'T BUY Must be logged in to use chart PGF-T Pengrowth Energy

They have an interesting group of assets, 20% Nat Gas, 50% oil. But the problem is their huge debt.  They need to sell assets down.  There is not a lot of production growth in their assets.


Price:
$1.070
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-19 TOP PICK Must be logged in to use chart PPL-T Pembina Pipeline Corp

He thinks the transaction with VSN-T is fantastic.  Cash flow per share will go up and it diversifies their hydrocarbon mix.  It replenishes the pipeline of growth projects for PPL-T.  Now they have over $20 billion in growth projects ahead of them.  (Analysts’ target: $50.00).


Price:
$43.630
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 PAST TOP PICK Must be logged in to use chart RPI.UN-T Richards Packaging Income Fund

(Top Pick Feb 28/17, Up 25%) It is still not overvalued.  They generate a lot of cash flow and you get a 4.5% dividend which represents about a 50% payout.  They have a huge runway to make acquisitions in North America.  It is still one of his favourite names.


Price:
$30.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 SPECULATIVE BUY Must be logged in to use chart SHOP-T Shopify Inc.

It had a pullback off its highs as it got caught up in the tech sell off.  Short term it is a good buy, but it is an anti-value stock.  It is a very rich valuation.  It might be an interesting short term trade.


Price:
$119.900
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-19 WEAK BUY Must be logged in to use chart TD-T Toronto Dominion

He is not that excited about Canadian banks, but owns a small position in this one.  He prefers US banks.  He likes TD-T because 35% of revenue comes from the US.  12 times earnings.  It might be an attractive entry point.


Price:
$65.460
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
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