Viewing Expert Gavin Graham | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Gavin Graham , Trustee

Pointbreak ETFs


Date Signal Chart Symbol Company Opinion Price
2017-09-29 PARTIAL SELL Must be logged in to use chart AC-T Air Canada

Sell? If you’ve got a profit from an airline, it is never wrong to lock some of it in. There are so many things that an airline can’t control, such as the number of people flying, the price they pay, jet fuel prices, etc. At least, take your original cost out.


Price:
$26.240
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Must be logged in to use chart AEG-N Aegon N.V.

A survivor from the financial meltdown. European financials have done pretty well over the last year. They cut the dividend, so that should be fairly safe. It is really a question of, what do you think the outlook is for European economies. While the ECB has been very kind in helping European banks, you have to worry longer-term. If you made a gain on this, it might not be a bad idea to at least take some profits.


Price:
$5.790
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Metro (MRU-T) is in talks with Jean Coutu (PJC.A-T) deal? They will have to sell their holdings in this company to finance the deal. Should I sell? This is correct. You have probably done very well in Couche-Tard, and it is never wrong to take a profit.


Price:
$56.900
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

Packaging and labels. This has done well over the past year. One of the issues with industrials, especially manufacturing stocks, is what stage are we at in the cycle and what price are you paying. He would treat this was a little caution until you see what happens with growth in the US and Canada over the next few months.


Price:
$60.380
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

An enormously disappointing longer-term investment. If the tax case goes in their favour, that will be nice, but the stock really hasn’t done a great deal. There has been a downturn in the demand for uranium. They are building a lot of reactors in China, and are looking to build a lot more in Asia. The only thing that doesn’t emit CO2 for continuous baseload power is nuclear. This is dead money at the moment.


Price:
$12.050
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 TOP PICK Must be logged in to use chart CGY-T Calian Group Ltd

It does 145 pharmacies by Loblaw’s (L-T) and medical services for the Canadian Defence Department, as well as a satellite business out of Saskatoon. One of the most consistently profitable small-cap companies for the last 5 years. 4% dividend yield. (Analysts’ price target is $31.00.)


Price:
$28.600
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-29 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

Has been the most successful rail stock in the last 5 years. His pick has been Canadian National (CNR-T), but rail stocks are GDP growth plus 2%-3%. They have their cost ratio way down. You will do very well on a longer-term view, but if we do have a slowdown in North America, rail stocks are not going to be immune.


Price:
$209.580
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 TOP PICK Must be logged in to use chart FFH-T Fairfax Financial

This is essentially a bet on the acumen of Prem Watsa. Fairfax just bought Allied World for $4.9 billion, which gives them the brokerage market and the Fortune 1000 companies. The stock is off 15% because of his bet on it being deflationary where he lost $5 billion, but he made 5 billion on the other side in terms of his investments. Dividend yield of 2%. (Analysts’ price target is $553.13.)


Price:
$649.330
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-29 PAST TOP PICK Must be logged in to use chart G-T Goldcorp Inc

(A Top Pick Oct 19/16. Down 19%.) This was a call on the gold sector generally. The new CEO has a 20/20/20 plan of increasing reserves by 20%, increasing production by 20% and cutting costs by 20%. He is getting there. He still likes this.


Price:
$16.200
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-29 COMMENT Must be logged in to use chart LNR-T Linamar Corp

Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.


Price:
$76.140
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Must be logged in to use chart LYG-N Lloyds TSB Group PLC

Over the past year, this has done quite well. They brought the dividend back and increased it. As a domestic UK bank, they are sticking to their knitting.


Price:
$3.660
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 BUY Must be logged in to use chart MAXR-T Maxar Technologies

Being listed on the NYSE next week, which should help the stock. This company has “value added” technology. Probably not a bad buying opportunity now, with it having come off 15%-20%.


Price:
$70.980
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Must be logged in to use chart NGG-N National Grid PLC

This has been a problem for all UK utilities. The regulatory regime, whether for generators, distributors, etc., has been getting tougher and tougher. With the present uncertain state of UK politics, there is a possibility that Labour might be the next government, and this could get nationalized at a price well below what it is trading at now. You have to make up your mind whether BREXIT is going to be disastrous for the Conservative party or not. If you are uncertain, you might want to get out of this and come back when things are clearer.


Price:
$62.710
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 COMMENT Must be logged in to use chart SNC-T SNC-Lavalin Group Inc.

Sell SNC Lavalin (SNC-T) or WSP Global (WSP-T)? He would keep this one, simply because the value of the calculation of its 16% stake in the #407. The owners can raise the fees and there is still a 20% capacity. Plus, the government is building the eastern extension, which will be more traffic into the privatized bit.


Price:
$56.390
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-29 TOP PICK Must be logged in to use chart SRT.UN-T Slate Retail REIT

This is food centred US retail malls. They own $1 billion worth in 23 states. Has a pretty good track record. Dividend yield of 7.6%. (Analysts’ price target is $11.75.)


Price:
$13.410
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 3,137 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.