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

Viewing Expert

David Burrows , President & Chief Investment Strategist

Barometer Capital Management


Date Signal Chart Symbol Company Opinion Price
2017-06-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Currency? Canada has a slightly lower growth rate than what they are seeing in the US. Also, the Cdn$ gets impacted by energy. The Cdn$ is likely to remain weak, and even weaken further from where it is. He has no problem buying US$ with our Cdn$, because we could be buying less a year from now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-06-20 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

Infrastructure companies are the least sensitive group to the price of energy. While energy has been weakening over the past few weeks, energy infrastructure names have been doing quite well. Not the strongest name in the Canadian market. It has a 7% dividend yield, and he wouldn’t be betting on that. There are better places to be.


Price:
$30.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-06-20 COMMENT Must be logged in to use chart AMT-N American Tower

American Tower (AMT-N), Crown Castle International (CCI-N) or SBA Communications (SBAC-Q)? US REITs that own cell towers. You want to own these because they have multiple tenants. The average tower has 3 or 4 tenants. They can put more and more gear on them, so there is lots of room to grow revenues. The US is going through a boom on bandwidth, certainly wireless spectrum. Of the 3, he prefers this, the most international of the group. About 60% of revenue comes from the US and the rest is international. Generates a lot of free cash flow, and is highly predictable because of 5 year contracts. As we move to 5G, there is going to be a whole bunch more gear getting loaded on these towers, allowing them to charge more rent. It doesn’t pay a big dividend, but it has grown 34% a year over the last 5 years.


Price:
$131.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 PAST TOP PICK Must be logged in to use chart AVGO-Q Broadcom

(A Top Pick June 14/16. Up 55%.) The whole semiconductor group has been on fire since March/April of last year. This one is a key company in that space. You could also use the SPDR ETF XSD-N.


Price:
$239.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 COMMENT Must be logged in to use chart BB-T BlackBerry

A company that has completely transformed itself, and is a different company going forward. They have their software in a ton of automotive. Thinks the stock can continue to trade higher. As some point, it could be a target of another company.


Price:
$14.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 PAST TOP PICK Must be logged in to use chart BMY-N Bristol Myers Squibb

(A Top Pick June 14/16. Down 21%.) The Pharma group came under pressure last summer, and continues to be under pressure. He prefers the biotech space. (See Top Picks.)


Price:
$55.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-06-20 COMMENT Must be logged in to use chart CCI-N Crown Castle International

American Tower (AMT-N), Crown Castle International (CCI-N) or SBA Communications (SBAC-Q)? US REITs with cell towers in the US. You want to own these because they have multiple tenants. The average tower has 3 or 4 tenants. They can put more and more gear on them, so there is lots of room to grow revenues. The US is going through a boom on bandwidth, certainly wireless spectrum. Of the 3, he prefers American Tower, the most international of the group.


Price:
$100.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-06-20 DON'T BUY Must be logged in to use chart CJR.B-T Corus Entertainment (B)

The media group in general has been doing well recently, but this one is lagging. Over the past year, their share price has performed worse than over 50% of the stocks in the market. He would prefer Comcast (CMCSA-Q) or Shaw Communications (SJR.B-T). Shaw has the new X1 network that will allow them to get a lot of growth.


Price:
$12.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-06-20 BUY Must be logged in to use chart CNR-T Canadian National R.R.

The economically sensitive sectors in the market rested from December through May. Since May, we have seen a reacceleration in financials, industrials and transports. He likes transports. The rails have a real exposure to North American economy. This one has great north-south exposure, and has been one of the best performing rails in North America.


Price:
$106.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 HOLD Must be logged in to use chart COST-Q Costco Wholesale

Bricks and mortar retail in general has been under pressure all year. He has focused on Internet retailers such as Amazon (AMZN-Q). However, he does have a small holding on this one. It has a pretty defendable position in the big box club stores. Just dropped 10%, and he is not happy to see anything drop that much. This is basically trading right on its 200-day moving average. When Amazon acquired Whole Foods, every retailer within shooting distance, got taken out to the woodshed. He would use a 200-day moving average as a Stop. In the short run, there was a knee-jerk rejection, and some companies will likely rise out of that. Feels this company is less likely to be hurt than some of the other big grocers.


Price:
$162.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

A great company, but utilities are not his favourite space. If you think the economy is getting better, it is not the most economically sensitive group. However, if you think rates are going higher slowly over time, then you need to be able to find a dividend stream that will grow a little every year. Although this company is not a rocket ship, it has probably had the best record in Canada for dividend growth. A good mix between regulated utilities and non-regulated.


Price:
$45.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 COMMENT Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

Technology is probably the most important secular long-term theme in the market. This company plays right in the middle of a couple of the key themes, but the most important is Cloud and Search. He sees signs in the near term that some of the more cyclical sectors, like financials and industrials, may be seeing some rotation into those names with a little money coming out of technology. (See Top Picks.)


Price:
$968.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 PAST TOP PICK Must be logged in to use chart HON-N Honeywell International

(A Top Pick June 14/16. Up 20%.) One of the leaders in connected devices in the industrial area. In the world of “Internet of Things”, they make sensors and connected devices. He continues to really like this space. Still a Buy.


Price:
$134.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-06-20 COMMENT Must be logged in to use chart JNJ-N Johnson & Johnson

There are 5 key groups in this market, and healthcare is right in the centre and at the top. Within healthcare, he really likes devices and equipment. He also really likes healthcare services as well as biotech. This company fits right in the middle of all of that. A great company to hold in this market. You’re going to get a strong growing dividend yield, and they have good strong earnings, and there is a tailwind from the sector.


Price:
$134.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 TOP PICK Must be logged in to use chart MSFT-Q Microsoft

This is dominant for enterprise relationships. Of the 3 companies that are in Cloud-based computing, this is the one with all the corporate relationships. They are signing up long-term contracts with an enormous number of corporations. Their Cloud-based business has grown 93% in the last quarter. Their software services is growing nicely. Dividend yield of 2.2%. (Analysts’ price target is $77.)


Price:
$69.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 4,122 entries
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