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
2017-05-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. Recently oil rallied from $44 to $51. While that happened, there has been very little reaction on the underlying energy equities. The OPEC meeting is coming up, there are comments from Trump, but the most interesting thing is that energy production has become sort of mass manufacturing. There is a certainty today when you drill a hole. When oil prices started to rise a year ago, energy production came on strong. There is short-term noise, such as Trump saying he was going to sell off part of his strategic reserves. That was not huge in relation to the world’s supply of oil. Investors are starting to catch on that even if we do get prices rising $5, $6 a barrel, you are going to get a supply response that means it is unlikely oil goes $10-$15-$20 higher. History of periods of very low volatility happen during extremely positive markets. In the 1980s and 1990s when there were very strong equity markets, you got extended periods of very low volatility. They happened in bull markets. When you do get volatility, it tends to end very quickly, the market resets, and works its way higher again.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-05-23 COMMENT Must be logged in to use chart ALGN-Q Align Technology Inc

His investment team has been debating this for a year. He really likes the company. This has technology for braces for teeth, that is non-invasive, easy to apply, and you don’t have to be an orthodontist to apply the technology. They are growing very rapidly globally. It has a very large addressable market. It appeals to mature individuals as it doesn’t show up in your mouth. He likes this one and wishes he was a shareholder.


Price:
$138.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-23 COMMENT Must be logged in to use chart ALXN-Q Alexion Pharmaceuticals

Biotech can be a big win or a big loss. A lot of companies have binary outcomes, their product either works or it doesn’t. This company recently had a significant disappointment. US investors are not very sympathetic to these types of situations. They shoot first and ask questions later. If you want to own biotech, he would suggest you own a tech with lots of different products, or buy an ETF that gives you a basket. This one is a broken stock.


Price:
$104.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-05-23 COMMENT Must be logged in to use chart BAC-N Bank of America

When you’ve gone through 15-18 years of up-and-down markets, people through their experience, start to look for the next major problem. The toughest thing in a bull market is to stay invested. This was at $12 in June/16. It rallied to $25. It is okay for it to sit and rest for 2 or 3 months. In the last two quarters they have had great earnings increases. Their BV is growing at 15%. There is no sign that this is coming to an end. An attractive place to be.


Price:
$23.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-05-23 COMMENT Must be logged in to use chart BBRY-Q Research In Motion Ltd. (US)

This has had a great run recently. They have an incredible amount of intellectual property. There is some question that somebody else might like to own this company.


Price:
$11.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-23 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

Brookfield Infrastructure (BIP.UN-T) or Bank of Nova Scotia (BNS-T) for better growth? Financials is a group that he has been in favour of for some time, but prefers US to Canadian. If he had to buy one of these 2, he would probably buy this one. It is an interesting collection of assets, but might underperform global markets because of being a more defensive play. As a yield play, it is kind of attractive.


Price:
$54.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-23 PAST TOP PICK Must be logged in to use chart BLK-N Blackrock Inc.

(A Top Pick May 25/16. Up 11%.) Asset managers are very attractive. There is an undeniable move for investors to buy Index products, and this is the leader in that space.


Price:
$395.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-23 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

Brookfield Infrastructure (BIP.UN-T) or Bank of Nova Scotia (BNS-T) for better growth? Financials is a group that he has been in favour of for some time, but prefers US to Canadian. All banks will benefit if we wind up in a rate rise cycle, but Canadian banks probably less likely. If he had to buy one of these 2, he would probably buy Brookfield Infrastructure.


Price:
$76.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-23 COMMENT Must be logged in to use chart BX-N Blackstone Group LP

Within the financial sector, asset management is a sector that he really likes. Once you are managing the assets, you get recurring revenue for a long period of time. This company has about 25% of the money they manage in the hedge funds, with the balance largely been in private equity and alternative assets. A great business. This is something you can own.


Price:
$32.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-05-23 TOP PICK Must be logged in to use chart C-N CitiGroup

In the last 3 months, we have seen one by one, markets around the world lift off and start making new highs. This bank gets over 50% of its revenue from outside the US. They have $1.4 trillion in loans outstanding. Have a great credit card business. There is likely to be significant dividend and share buybacks announced in June of this year, because they now have enough capital to return 100% of their earnings back to shareholders. Dividend yield of 1.05%. (Analysts price target is $65.)


Price:
$61.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-23 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

A wonderful company and really well run, but has been a very hard company for somebody like him to own as it is not terribly liquid. If they do the 5 for 1 stock split this Friday, it is going to become a lot more liquid and will be more interesting for institutional investors. They’ve made great acquisitions over time and have done a good job of integrating them.


Price:
$307.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-05-23 COMMENT Must be logged in to use chart CRM-N SalesForce.com Inc.

In the market we are in, there are several key multiyear themes at play. In a bull market, you tend to have a number of industries that have some structural shift taking place that benefit certain industries for a long period of time. This company is right in the middle of one of them. It is Cloud-based software. A really unique area, because when you are getting subscribers and new customers, recurring revenue just keeps on going. Expensive at about 80X this year’s earnings. However, it is growing at 30% a year and estimates are constantly being revised higher. He likes the software as a service and the Cloud-based software sector. The best companies always trade at high valuations.


Price:
$88.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-23 HOLD Must be logged in to use chart DIS-N Walt Disney

In the last 2-3 weeks, the stock has pulled back about 10%. Some people are concerned about ESPN, but on the other hand, the company has great product coming out over the next year. It is virtually sitting on the 150-day moving average which is sloping higher, and he would rate this as do or die. If it were to break that level, he would probably go to the sidelines because there may be other things to do in the near term that might be more interesting. Many people use that as a long-term trend indicator. He likes media and leisure within consumer discretionary.


Price:
$107.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-05-23 COMMENT Must be logged in to use chart GE-N General Electric

He likes industrial companies, especially advanced manufacturing and robotics. The problem is, this company is one of the worst performing industrial companies in the sector. It has significantly underperformed the group. This is one for a bottom fisher, not for him.


Price:
$28.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-23 COMMENT Must be logged in to use chart GIB.A-T CGI Group (A)

He really likes the tech space, and tech services which this company is in. The stock has been acting well and he would like to see it trade through $67 and $68. At this price, it looks quite attractive.


Price:
$65.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 4,095 entries
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