Recent Opinions | StockChase
stockchase picture

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

Recent Opinions

Print
Date Signal Company Expert Opinion Price
2017-08-21 N/A A Comment -- General Comments From an Expert
A Commentary
David Driscoll

Markets.  We are in the summer doldrums and the market is trending little lower. He does not do any shorting.  He is in 20% cash for all portfolios.  September/October tends to be when you get a hiccup and if it falls far enough he may pull the trigger and spend some of that cash.  PE multiples are using adjusted rather than GAAP earnings.  You are getting the aging demographic that aren’t spending as much money, companies doing a good job of cost cutting, which is deflationary, so you can’t expect the old rate of GDP growth. The market has rallied for 8 years because interest rates have never been this low for this long.  The market could go sideways for 10 to 20 years.  We don’t have to have a correction.


Price: $0.020
Subject: GLOBAL
Bias: DEFENSIVE
Owned: _N/A
2017-08-21 DON'T BUY AMC Entertainment Holdings Inc.
AMC-N
David Driscoll

(Market Call Minute) Avoid theatre operators because they are getting pushed out because people will download and watch at home.


Price: $13.050
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 COMMENT Amazon.com
AMZN-Q
David Driscoll

It is a large portion of the index so there is a lot of ETF trading.  The price is hard to value.  Sometimes they have earnings and sometimes they don’t.  Alibaba has the backing of the government of China and so he prefers this.  It has a much better chance than AMZN-Q in expanding into India.  If you want AMZN-Q then buy it in portions and watch Alibaba.


Price: $953.290
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 DON'T BUY BCE Inc.
BCE-T
David Driscoll

BCE-T vs. T-T.  You are getting bond like returns and in the future they are going to spend a lot on 5G, but won’t get much payback for it.  He is weary to buy a stock with a bond like yield.  It is a group he does not invest in.


Price: $58.970
Subject: GLOBAL
Bias: DEFENSIVE
Owned: No
2017-08-21 DON'T BUY Berkshire Hathaway Inc. (B)
BRK.B-N
David Driscoll

It is a proxy for the US stock market.  He has no problem owning it.  He is concerned about succession planning amongst the management.  Also, it is so large that there is so many billion in cash that he can’t put to work.  Each acquisition has to be large enough to get the earnings growing over time.


Price: $178.340
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 BUY Centric Health
CHH-T
Fabrice Taylor

It has not done anything since it was his top pick.  Nursing homes will send over scripts.  It is a play on demographics.  The demand for their services is going up and up.  It is high risk because it is small, but he thinks you will see good things.


Price: $0.750
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 TOP PICK Canadian Natural Rsrcs
CNQ-T
Fabrice Taylor

It is safe here.  It does not rely on higher oil prices.  Once their project is done they will have a lot more cash to throw around.  The downside does not look too bad. (Analysts’ target: $48.11).


Price: $38.000
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2017-08-21 BUY Canadian National R.R.
CNR-T
David Driscoll

Has owned and holded since 1997. CNR has advantages in North America.  They are North/South as well as East/West. They can transport goods from Winnipeg to Mexico City. Their acquisition allows them to get around Chicago quickly.  They own a quarter of the container port in Prince Rupert BC, which is a day closer to Hong Kong than other coastal ports. Premier rail company in Canada and North America.  They don’t just transport grain, they transport all sorts of products.


Price: $99.910
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 TOP PICK Coloplast A/S
COLOB-DC
David Driscoll

Colostomy bags.  The demographics are such that gastrointestinal disorders are among the bigger problems dealing with the retirees of the world.  If you get a company this size growing this fast without acquisitions you have a good company.  They have a history of dividend increases.  (Analysts’ target: DKK 553.00).


Price: $0.000
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 WATCH Covalon Technologies
COV-X
Fabrice Taylor

It is quite illiquid. They are a medical supply company that is beating out 3M on a number of contracts. It has a lot of promise.  He is looking into it and thinks it will be worth buying.


Price: $2.410
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2017-08-21 HOLD Crescent Point Energy Corp
CPG-T
Fabrice Taylor

It is going to turn around at some point.  There is no question.  People in India are not buying electric cars and demand will continue to grow for gas.  He thinks you will be okay if you shut out the noise. 


Price: $8.340
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 COMMENT Ceapro Inc.
CZO-X
Fabrice Taylor

It is worth holding on to even though it is so frustrating.  Their revenues and earnings have dripped not due to the core business, but because they used to get one off contracts for their products and have not have one in several quarters.  They may get one tomorrow or in a year.  There core business is doing okay.  It is hard to say if they are worth the market cap.  They have interesting trials going on.  If that works out they will do well.  There are no analysts covering the stock. 


Price: $0.680
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 DON'T BUY Deutsche Bank AG
DB-N
David Driscoll

(Market Call Minute) A low quality bank that will continue to have write downs.  They had to issue more shares to raise capital.


Price: $16.170
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 HOLD Diversified Royalty Corp.
DIV-T
Fabrice Taylor

A royalty company.  They pay out almost all cash in their dividends.  They acquired a Western Canada restaurant chain, but sold it and are sitting on a lot of cash.  Their dividend is not covered.  It should be relatively soon that they make a replacement acquisition and then you should see the stock pop.  The high yield is not risky because they have the cash balance to cover the yield.  He thinks the management will do something intelligent. 


Price: $2.320
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 BUY Enbridge
ENB-T
Fabrice Taylor

There was a knee jerk reaction.  He likes it.  It is one of the safest yields you will get in pipelines.  They announced a plan to increase the dividend over the years.  If it fits your mandate he would consider it. 


Price: $49.390
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 TOP PICK Colabor Group Inc.
GCL-T
Fabrice Taylor

It is a turnaround story.  We had three good quarters and then three bad quarters.  The insiders keep buying a LOT of stock.  (Analysts’ target: $1.20).


Price: $0.950
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2017-08-21 WEAK BUY Gamehost Inc
GH-T
Fabrice Taylor

They have hotels and casinos, a very well run company.  If you put together a portfolio for Alberta’s economy including this one, you are probably getting it at a low.


Price: $9.600
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 BUY on WEAKNESS Gilead Sciences Inc.
GILD-Q
Larry Berman CFA, CMT, CTA

It has broken out of the 200 day moving average recently.  As long as during any pull back that it holds the 200 and 70 day moving averages, we could expect to see some improvement.  We could bounce up to about $80 before we struggle again.  If it does not hold the $70 then get out.


Price: $72.600
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-08-21 BUY Globex Mining Enterprises Inc
GMX-T
Fabrice Taylor

It is not a mining company, but a project generator.  The CEO has done this for 25 years.  He then sells off projects to companies that try to turn them into mines.  He gets stock and a royalty in exchange.  He has about a 160 properties.  Some day the CEO will want to sell the company to retire.


Price: $0.520
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 DON'T BUY Gold Standard Ventures
GSV-X
Fabrice Taylor

They are not getting ahead.  It should be okay, but you have to manage the balance sheet and the capital structure and so far they are not doing a good job of that.


Price: $2.140
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 HOLD Hudbay Minerals Inc.
HBM-T
Fabrice Taylor

Commodity prices are at a cyclical low.  But people are still churning through copper, lead and zinc.  Not a lot of investment has happened in new mines.  In the meantime prices will go up.  He thinks you will be fine in this company. 


Price: $10.380
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 WEAK BUY Home Capital Group
HCG-T
Fabrice Taylor

[Non-caller Question - news headline regarding class action settlement prompted host question]  They recapitalized themselves.  A ruling was made today on their lawsuit.  This is probably the last thing they had to do to clean up.  They were caught because they did business with these guys, caught it and then did not disclose it.  The damage did more harm than the discloser.  He thinks the shorts may be wrong in this one.


Price: $13.020
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 DON'T BUY High Liner Foods
HLF-T
Fabrice Taylor

It looks good based on a PE ratio, but they had a CEO leave and earnings went down.  There was uncertainty as why he left so he would be careful. 


Price: $14.020
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 PAST TOP PICK Halma plc
HLMA-LN
David Driscoll

(Top Pick Nov 14/16, Up 12.07%)  Revenues, dividends and profits are growing at about 10%.  He has owned it for 5 or 6 years.  They are number one or two in 6 of their 10 areas and that is improving.


Price: $0.000
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 SPECULATIVE BUY Helius Medical Technologies
HSM-T
Fabrice Taylor

They make a device that is being tested to treat traumatic brain injury including a lot of soldiers in the US.  Results should be out in September.  Data is what gets people excited.  If it is good and early signs are good.  Then they go into FDA approval and the stock multiplies in price.  It is high risk, but he thinks you will see enthusiasm in September.  He is confident they will get FDA approval.  The military really needs this to happen for all their wounded soldiers. 


Price: $2.810
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2017-08-21 BUY on WEAKNESS Inter Pipeline
IPL-T
Larry Berman CFA, CMT, CTA

You have to go back a couple of years to look for support.  The lows in the low $20s should be good long term support.  We could get down there.  Don’t buy a stock just for the yield.  There are risks like the IPL-T spill that come along.  He would add to it here.  Resistance would be about $30.


Price: $22.350
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-08-21 PARTIAL BUY Jardine Matheson
JM-SP
David Driscoll

He is buying half positions for new clients right now.  He has done this because the US dollar has dropped.  This is the time of year when their stock price starts to move.  If you believe the US$ will continue to fall, then the price should continue to rise.  They don’t have a lot of leverage right now.  If anything bad occurs they will step into the market to take advantage of opportunities.  This is a way to be in Asia.


Price: $0.010
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 PAST TOP PICK Liquor Stores N. A.
LIQ-T
Fabrice Taylor

(Top Pick Sep 9/16, Down 13.38%)  Alberta is not picking up any faster than anyone thought and then there was a proxy battle and the old management is selling off their stock.  They could get rid of their US assets and concentrate on Alberta. 


Price: $8.850
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2017-08-21 COMMENT Martinrea
MRE-T
Fabrice Taylor

It has done well.  Auto parts.  It is probably still good value here.  They are gaining market share.  His concern is the cycle nearing the end.  He is concerned we are getting close to the end of the cycle.  The business is being well managed. 


Price: $10.700
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 PAST TOP PICK New Flyer Industries Inc.
NFI-T
Fabrice Taylor

(Top Pick Sep 9/16, Up 25.11%)  It has been in his stable of picks for 5 years, but he recently sold because the easiest money has been made.  Now it is at that point where it saw a lot of turnaround and a lot of growth and the easy money has been made.  He believes in taking profits.  He would rather have cash.


Price: $51.560
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2017-08-21 PARTIAL SELL New Flyer Industries Inc.
NFI-T
David Driscoll

(Market Call Minute) It had a great run up and you should take at least half profits.  The growth may not be there in the future.


Price: $51.560
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 PAST TOP PICK Neo Lithium Corp
NLC-X
Fabrice Taylor

(Top Pick Sep 9/16, Down 34.45%)  He still believes in it even though it has been drifting down.  He thinks there will be announcements in September.  The bias here is to the upside because the demand for lithium is to the upside. 


Price: $1.000
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2017-08-21 BUY Novo-Nordisk
NVO-N
David Driscoll

(Market Call Minute) We are a seeing a turnaround.


Price: $45.460
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 TOP PICK Open Text
OTEX-T
David Driscoll

Competes with IBM on business management software.  Artificial Intelligence, data mining and cyber security come into the picture. It is a cheap stock at a price that is worth getting into.  They are becoming a game changer.  (Analysts’ target: $40.00).


Price: $40.290
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 COMMENT Photon Control
PHO-X
Fabrice Taylor

There was controversy with the management and a new CEO cleaned it all up.  He is looking to buy it all back.  There were a lot of one time charges on the last quarterly results.  It is probably a takeover target from a bigger player. 


Price: $1.380
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2017-08-21 HOLD Red Eagle Mining
R-T
Fabrice Taylor

There is no analyst following it.  They finished the mine and there should have been a re-rating of the stock.  They had problems underground with cave-ins.  They had to stop mining and raise money to change the way they mined.  He is watching it to see if he should get in again.  It should be able to bounce back at least somewhat.


Price: $0.310
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: No
2017-08-21 TOP PICK Stingray Digital Group Inc.
RAY.A-T
Fabrice Taylor

Music on your cable box.  They put up a good quarter recently and raised their dividend.  There is insider trading.  It is going to become a street darling.  It is somewhat illiquid.  (Analysts’ target: $10.00).


Price: $8.690
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2017-08-21 COMMENT Starbucks
SBUX-Q
Fabrice Taylor

When a big US name goes up he wonders if Amazon is going into their space.  It is a high price.  They are spending a lot on defensive strategies to knock out the competition. 


Price: $53.150
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Unknown
2017-08-21 BUY on WEAKNESS Shopify Inc.
SHOP-T
Larry Berman CFA, CMT, CTA

It is tremendously volatile.  We had a pop a number of months ago.  He suggested at the time that you start playing with options.  This might be just a consolidation.  He is cautious on this one.  Buy into weakness, but don’t chase breakouts, although that is just part of his style of investing.  If it breaks support you have to think it is heading into a lower area.


Price: $121.150
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-08-21 HOLD J. M. Smuckers Co.
SJM-N
David Driscoll

They have a large proportion of their business is coffee.  They just made a big pet food acquisition.  Debt to equity ratios for these kinds of companies tend to be high because they have a high credit rating due to the fact that they are inelastic – people have to buy the products regardless.  Their problem is that their revenues are starting to slide.  Little eCommerce startups have eroded 3% of all the revenues of all the big guys.  There is nothing wrong with the company and it is a matter of how quickly they can get the revenues back up.


Price: $121.850
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 HOLD Student Transport of America Ltd.
STB-T
Fabrice Taylor

They are good at renewing their contracts.  It won’t make him rich, but it pays a decent dividend.  You are okay to hold this for income.


Price: $7.380
Subject: NORTH AMERICAN
Bias: CAUTIOUS
Owned: Yes
2017-08-21 PAST TOP PICK Stantec Inc
STN-T
David Driscoll

(Top Pick Nov 14/16, Down 1.75%)  It offers value at this level.  A lot of the problems with the acquisition of MWH appear to be behind them.  Last quarter they came out with turnaround numbers that show them starting to improve.  They are now into more water and environmental technology.  They are starting to get more US exposure.


Price: $33.380
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 TOP PICK Stryker Corp.
SYK-N
David Driscoll

Comparing them to JNJ-N, SYK-N is blowing them out of the water.  They are doing 3D printers to create products where bone can grow back.  Dividend growth is in the 20% range.  (Analysts’ target: US$156.00).


Price: $145.130
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 DON'T BUY Telus Corp
T-T
David Driscoll

BCE-T vs. T-T.  You are getting bond like returns and in the future they are going to spend a lot on 5G, but won’t get much payback for it.  He is weary to buy a stock with a bond like yield.  It is a group he does not invest in.


Price: $44.700
Subject: GLOBAL
Bias: DEFENSIVE
Owned: No
2017-08-21 PAST TOP PICK Thermo Fisher Scientific
TMO-N
David Driscoll

(Top Pick Nov 14/16, Up 17.89%)  They just bought Patheon.  There is no end in sight as to the kind of acquisitions they can do.


Price: $174.010
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 PARTIAL BUY Visa Inc.
V-N
David Driscoll

(Market Call Minute) They are doing fine here, but not overseas.  If Alibaba gets payment then V-N gets shut out of a Billion of population.  Only buy half if you were going to buy it.


Price: $103.220
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 SELL Veolia Environnement SA.
VEOEY-5
David Driscoll

A utility that does drinking water, waste management services, heating & A/C systems and operates rail.  It is a big conglomerate.  The investor is getting nothing more than the 4% dividend and no more, and no growth in the dividend.  Nothing will offset inflation.  He owns a 7% bond of theirs.  He prefers STN-T and others globally.


Price: $0.000
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Yes
2017-08-21 DON'T BUY Vodafone Group PLC
VOD-Q
David Driscoll

(Market Call Minute) They have competition in Europe and are not doing that well themselves.


Price: $28.700
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-21 WEAK BUY BMO Covered Call Cdn Banks ETF
ZWB-T
David Driscoll

You have to look at the costs of the covered calls as well as MERs for these ETFs.  The banks are so far performing the way they should.  All banks are slightly down this year.  In 2008 ALL the banks were down 40%.  He would like to be more diversified.  If we were in a long sideways market, then the covered calls would be beneficial.


Price: $18.090
Subject: GLOBAL
Bias: DEFENSIVE
Owned: Unknown
2017-08-18 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Markets.  The chaos in Washington does nothing for him in terms of investing.  Both Obama and Trump had legislative gridlock.  A lot of what Trump has talked about has done nothing financially because congress has not wanted to play along.  He keeps waiting for ‘this great correction’ to happen in the US.  Valuations have gotten out of hand.  While the DOW has been hitting new highs, it has been because of AAPL-Q and BA-N.  If you look at an equal weight index, it has been going down.  The Canadian economy is probably one of the best in the world, but because our market is mostly financials and resource/materials, it has been one of the worst in the world.  The rising dollar has taken away any foreign gains you had and the rise in interest rates has taken from your fixed income investments.  Canadian investors have the worst of all worlds.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: _N/A
2017-08-18 N/A A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

Markets.  We are in the most volatile time of year for the equity markets.  It is a slower time of year and economic activity is diminished.  The headlines are affecting it as we are past the earnings season.  The new season is turning out to be very volatile.  North Korea is nothing new either, but investors are grasping onto that because there is nothing else.  From a technical perspective we are seeing cracks in the longer term S&P.  We broke a rising trend line yesterday.  From a low in July we tend to see the VIX rise and it causes erratic trading activity in the market.  Opportunities to buy are created if you want to add to your portfolio.  We dipped below the rising trend line that was supporting markets in the S&P.  Investors are becoming risk adverse.  Breadth and momentum are decreasing.  Gold is the classic volatility play.  You tend to see a rise through to October.  This year we are bumping to resistance about $1300.  We cracked it today.  It just takes a number of cracks to make it break all together.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: _N/A
2017-08-18 N/A A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

Nat Gas projections.  The period of season strength is September through to December.  We have seen below average demand in the summer because it has not been a very hot summer.  There has not been that consumption that can lift prices higher.  We have a head and shoulders pattern this year.  Support is about $2.64.  If you get a break on that you see a dip of significant magnitude ($1.50).  He has not seen a bearish pattern play out to that magnitude.  We are expecting a colder than average winter.  We still have lots of time to watch it.  Just sit tight for now.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: _N/A
2017-08-18 WATCH A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

S&P – where is the support level?  We don’t have the setting for a dramatic sell off.  It will be an orderly sell off of 5-10%. 


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2017-08-18 WATCH Apple
AAPL-Q
Jon Vialoux

It had a positive trend.  The gap is $155 and that was previous resistance.  There is a level of support below the market.  If it breaks below that the next level of support is $140 and then $130 so there is potential downside.  The headlines regarding the upcoming launch are supporting it.  That event is very seasonal in nature.  It should dip, selling on the news, in mid-September.  Then we have to see what the sales are on this new product. 


Price: $157.500
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2017-08-18 DON'T BUY Air Canada
AC-T
Norman Levine

You should never own airlines for the long term.  They are extremely cyclical industries.  They have done a wonderful job of taking costs out of their operations.  AC-T had a huge run and he does not know how long it will continue.


Price: $22.450
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-08-18 DON'T BUY Applied Materials
AMAT-Q
Jon Vialoux

The optimal time to buy is between December 1st and Feb 21st, producing a 10.86% return normally.  We have seen some problems this year.  There was a constant rising trend line.  It has been a great run, but now we have a short term double top at $47.50.  The lower limit is $42 and if we break that support there would be a further $5 move down.  We are out of the period of seasonal strength.  It should decline 10% before the end of October, seasonally.


Price: $44.300
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2017-08-18 COMMENT Amazon.com
AMZN-Q
Norman Levine

People believe this is going to kill all of retail.  They do not yet make a profit.  They make amazing sales, but don’t worry about making profits.  There was a time when people thought Wal-Mart would take over the world and drive other retailers out of business.  Retailers learned how to deal with and compete with Wal-Mart.  They adapted their operations.  He believes the same thing will happen with AMZN-Q.  It will not go away, but not take everything over either.


Price: $958.470
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-08-18 TOP PICK Arc Resources Ltd
ARX-T
Norman Levine

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up.  They don’t yet pay a dividend and he does not see one until at least 2020.  They will benefit from rising interest rates.  (Analysts' target: $69.50).


Price: $15.790
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-08-18 BUY Alimentation Couche-Tard (B)
ATD.B-T
Norman Levine

He owns PKI-T instead.  ATD.B-T is international and is way bigger.  They make more of their money from convenience store sales.  When the economy softens they don’t do as well.  They did a number of large acquisitions last year and the market wants time to digest them.


Price: $60.740
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2017-08-18 HOLD Boeing
BA-N
Norman Levine

One of the two stocks that has been propelling the Dow.  Whether that continues remains to be seen.  Defense stocks in general have been doing well and the airline industry around the world has been doing well also.  This one has been doing well and he would almost be a seller of it now.


Price: $235.770
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
Showing 61 to 120 of 167,574 entries
<< < 1 2 3 4 5 > >>