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
2017-04-17 COMMENT A Comment -- General Comments From an Expert
A Commentary
Barry Schwartz

Lumber prices have gone parabolic, but there is a softwood lumber dispute with the US.  This is pushing up and yet holding back stocks.  We don’t know what the US government is going to do.  The last softwood lumber dispute turned out to be nothing.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Market. Feels the market is pretty benign right now. The concern many people have is that valuations are a little high. Doesn’t think that another year like 2016 is going to repeat itself anytime soon, but also there is no reason for things to pull back either.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Assessing a financial advisor? You should ask what their credentials are. How transparent are they regarding how much they are paid. How much do they care about you? Are they really trying to solve your problems?


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 COMMENT A Comment -- General Comments From an Expert
A Commentary
John DeGoey

3 equal percentage ETF’s portfolio, including Canadian, US and international. Good strategy? He generally prefers the Vanguard products because they tend to be the cheapest and tend to have many, many hundreds of stocks that make up the ETF. He would look at Vanguard Canadian (VCD-T), Vanguard US Broad Market (VUS-T) and ??? VUD.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

What do you buy for income to reduce your stock allocation? There are generally 3 things. 1) Principal Protected Notes, 2) an offering memorandum structured product called the 4 Quadrant Fund by Timber Creek, which is making money out of real estate with public, and private debt. You could also use BMO’s ETF Emerging Markets Bond Hedged (ZEF-T)


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Withdrawing from an RSP to eliminate a mortgage? If you take any money out of an RSP it gets added to your taxable income in the year of the withdrawal. Unless it is really desperate, he would not do this.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Where should an 18-year-old put $146 for an RSP? He would put this into a TFSA instead. An 18-year-old would be in a very low tax bracket and $146 is not very much of an RSP payment.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Can stocks that have no capital value be claimed as a Capital Loss? Yes. You have to claim an election when you do your taxes, and you should be able to verify very easily that the things are now worthless and as a result, whatever you paid, is now a capital loss.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

How do you calculate the “All In” cost of buying a home above and beyond the simple purchase price and closing costs? Most people would say that you shouldn’t spend more than 30% of your regular income on mortgage payments. There are other things including closing costs, land transfer tax, cost of maintenance, property insurance, and anything you have to do to furnish the home.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Is it prudent to put US ETF’s or US stocks in a TFSA? He doesn’t recommend putting US stocks into TFSA’s because of certain advantages being lost because of the dividend.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

If a company lowers or eliminates the dividend, should the stock be sold? A rational investor should be indifferent to a company’s dividend policy, however when a company used to have a dividend and the dividend is cut, it generally means that paying of the dividend was a bit presumptuous, and perhaps it was a company that shouldn’t have been paying a dividend in the 1st place.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

What happens to Principal Protected Notes if rates rise or the market drops? Most of them are based on either a benchmark or a basket of 15 or 20 stocks. What happens to interest rates is of absolutely no consequence regards to a PPN. However, if the benchmark and/or reference portfolios drops in value, you are not going to make any money. You get your principal back if you hold to maturity.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-17 WAIT Apple
AAPL-Q
Larry Berman CFA, CMT, CTA

The valuation is not expensive.  He loves it from that perspective.  The Samsung 8 is getting great reviews and that is putting pressure on AAPL-Q.  In a correction it could come back to $120 and would be more attractive there.  Wait for the next iPhone to come out.


Price: $141.830
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 BUY Pure Industrial Real Estatetrust Trust
AAR.UN-T
Barry Schwartz

Things have changed.  E-Commerce and pot have benefited them.  It has done extremely well.  He is interested in the name.  Management has done a good job of getting growth there.  Their biggest risk is that their biggest customer is a significant portion of their business.


Price: $6.330
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 HOLD AutoCanada Inc.
ACQ-T
Barry Schwartz

It has been flat lined for a couple of years now.  They had significant exposure out West and that hurt their results.  It is a turnaround play.  Car sales may have peaked.  As the Canadian economy continues to get more employment and population growth it should do fine over the long term.  It is not on his radar screen at present however.


Price: $23.600
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2017-04-17 DON'T BUY Advanced Micro Devices
AMD-Q
Barry Schwartz

One of two with graphics processing.  AMD-Q has been focusing on the wrong things however.  The new president is trying to turn things around.  He cannot buy it for clients, although there are lots of opportunities for growth.


Price: $12.790
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-04-17 DON'T BUY InfraCap MLP ETF
AMZA-N
Larry Berman CFA, CMT, CTA

AMZA-N is a master limited trust partnerships ETF that plays in the energy space.  It started at $25 and collapsed down to $5.  The yield has come up considerably and he would question its sustainability.


Price: $10.500
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 BUY Canadian Apartment Properties
CAR.UN-T
Barry Schwartz

Wonderful management team that have sold out of their apartments in Ontario.  They have the best apartments across Canada.  They are looking to expand outside of Canada.  It is inexpensive here.  He likes apartments here.


Price: $34.340
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 BUY CCL Industries (B)
CCL.B-T
Barry Schwartz

It is never too late to get back into a good name.  It is unbelievable how things have gone for them.  They made brilliant acquisitions.  It is not cheap but they have proven themselves.  He would prefer a similar company that is in his Top Picks today.


Price: $297.200
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-04-17 DON'T BUY UBS ETRACS Monthly Pay 2xLeveraged Closed-End Fund
CEFL-N
Larry Berman CFA, CMT, CTA

CEFL-N looks like a leveraged play which concerns him.  He would stay away from it, but he knows little about how the leverage is used.


Price: $17.690
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 DON'T BUY Calfrac Well Services Ltd
CFW-T
Larry Berman CFA, CMT, CTA

Oil has come off the lows of a year ago.  The trend line is broken and we are seeing higher highs and higher lows so you want to buy into a dip if you believe oil will get better, which he does not.  Trim exposure if it does not break the $5 resistance.


Price: $3.870
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 DON'T BUY Costco Wholesale
COST-Q
Barry Schwartz

The valuation is not the greatest thing ever.  They have a most beautiful business model.  There is still lots of runway for them to grow.  He cannot pay 35 times earnings, however.


Price: $169.700
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-04-17 BUY iShares Global Agriculture ETF
COW-T
John DeGoey

Now would be a good entry point for this. It has done very well in the past year, but you should not be afraid of it. Farmland is being eaten up by urbanization, but meanwhile the population of the planet is still growing, and we have less land to grow food.


Price: $36.880
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 BUY on WEAKNESS Dollarama Inc.
DOL-T
Barry Schwartz

Going forward, it is expensive.  About double the valuation of other dollar stores in the US, but worth it.  They recently said they had the ability to add hundreds of new stores.  They will also be introducing new concepts.  It is run by one of the best management teams in Canada.  He would buy it on a pull back because it is so expensive here.


Price: $117.770
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2017-04-17 BUY EnerCare Inc
ECI-T
Barry Schwartz

A business that was going nowhere and now is going somewhere.  It is all about focusing on your balance sheet and generating free cash flow.  Investors need to be patient.  It is a well run business and there is lots more room for them to get growth.


Price: $20.890
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2017-04-17 BUY Facebook
FB-Q
Barry Schwartz

A well run company and generating revenues faster than the S&P500.  PE is 21 times.  Buying it at the IPO would have been a no-brainer.  They are spending a lot on R&D.  If they get the growth 5 years out this could be very inexpensive.


Price: $141.420
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-04-17 WATCH Home Capital Group
HCG-T
Larry Berman CFA, CMT, CTA

You need to look at the long term chart.  There are lower lows and lower highs.  You can’t call a bottom.  You have to see a sign that it has turned.  Hedge funds are playing this stock.  There is high risk and no technical evidence that a bottom is in.  It is for high speculators only.


Price: $22.120
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 HOLD Home Capital Group
HCG-T
Barry Schwartz

There is misleading information out there promoted by short sellers.  They were hit last Thursday.  People are worried about a housing market correction and what the Ontario government will do to cool the housing market.  They got rid of their CEO quickly.  They wiped the slate clean.  They got an OSC notice.  There have been no credit losses so far.  It has a very low valuation.  Hopefully it will recover.  He is not going to pull the plug.


Price: $22.120
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2017-04-17 BUY High Liner Foods
HLF-T
Barry Schwartz

They were selling breaded fish as their main product and tastes are changing.  In the past few months they have come out with a bunch of new products that aren’t breaded.  It is the cheapest food processor in the world.  The multiple does not make any sense to him.  Long term, people will still be consuming more fish and seafood.  They are doing a good job of paying down their debt.


Price: $18.090
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-04-17 DON'T BUY HBP NYMEX Nat'l Gas Bull+
HNU-T
Larry Berman CFA, CMT, CTA

A double leveraged play for Natural Gas.  Future prices of gas are already in this.  This is fine for a short term trade of a week or two, but you need to understand the forward nature of the curve.  You need more increase in gas prices than the futures contracts predict.  He does not think there will be a big boom in Natural Gas this summer.  ZJN-T is junior companies and is a better way to play gas.


Price: $8.260
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 TOP PICK Intertape Polymer Group
ITP-T
Barry Schwartz

Everything that is shipped has to be professionally taped.  They have done a good job of taking their market share and expanding outside of Canada and the US.  Great dividend that has grown many years in a row. (Analysts’ target: $27.75).


Price: $23.610
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 BUY KP Tissue Inc
KPT-T
Barry Schwartz

He has been continuing to buy this for new and existing customers.  He has now reached the limit of his weighting.  Only 15% of the company’s stock has been sold to shareholders.  This is a well run product with very strong pricing power and a nice dividend.  They are working through a lot of projects including one to get more sales to offices.


Price: $15.940
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 WEAK BUY Lowes Companies Inc.
LOW-N
Barry Schwartz

It is incredible how well they have done, second to HD-T.  So far Amazon cannot do anything to kill them.  The stuff they sell is heavy to ship.  They have done a great job of returning capital to shareholders, but he has other ideas.


Price: $81.950
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-04-17 TOP PICK Live Nation Entertainment Inc.
LYV-N
Barry Schwartz

Experiential Consumerism.  Concerts and adventure travel.  They make their money not on the concerts, but on the merchandise, the promotions, the sponsorships and they own a lot of the venues.  They are out there buying more and more concerts and live events.  They own Ticket Master.  It does not pay a dividend and the balance sheet is not opaque.  He thinks they can build their cash flow over 40% over the next couple of years.  They have wonderful pricing power.  (Analysts’ target: $33.00).


Price: $30.890
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 WATCH MEG Energy Corp
MEG-T
Larry Berman CFA, CMT, CTA

Look at a 5 year chart.  It looks like there is some stability and that it is turning around, but there are still question marks in his mind.  You need to take out the 2016 highs.


Price: $6.800
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 TOP PICK Vail Resorts Inc
MTN-N
Barry Schwartz

The moat is the mountains.  They own world class, top properties and are looking to expand. It is not cheap, but they have a good track record of increasing their dividend. (Analysts’ target: $210.00).


Price: $189.860
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 PAST TOP PICK Oracle
ORCL-N
Barry Schwartz

(Top Pick June 24/16, Up 15%) They are getting more subscriptions and more products on the cloud.  There is lots of completion in the cloud space, but they have done a great job.  They are still inexpensive.


Price: $44.520
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 PAST TOP PICK Priceline.com Inc.
PCLN-Q
Barry Schwartz

(Top Pick June 24/16, Up 43%) It’s a very volatile name.  It has the best on-line booking platform in the world.  They generate great margins.  It is growing 20% a year and trading at 20 times earnings, ex cash.


Price: $1770.610
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 BUY Pembina Pipeline Corp
PPL-T
Barry Schwartz

Clients have owned it on and off for 17 years.  It has survived and done beautifully.  They have so many projects on the go.  In this low oil environment they are doing well.  He would prefer KEY-T because they have underperformed.


Price: $44.330
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 PAST TOP PICK Saputo Inc.
SAP-T
Barry Schwartz

(Top Pick June 24/16, Up 25%) It is all about timing.  He still likes the business.  The family has a majority position.  He is happy to buy more in pull backs.  These guys generate lots of free cash and know what to do with it.  They are very diversified geographically.


Price: $46.630
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2017-04-17 TOP PICK Sphere FTSE Emerging Sustainable Yield ETF
SHZ-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This one started trading about 6 months ago and is focused on sustainable yield. It is small. The important thing is, it has a sustainable yield as part of its methodology. That is the value screen. He is a proponent of factor investing.


Price: $10.330
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 BUY TFI International Inc
TFII-T
Barry Schwartz

Transforce, the trucking company.  A number of analysts downgraded it for the first quarter.  We saw preannounced lousy results from US truckers recently.  He thinks that at the end of the day, since they are very good capital allocators, that this will be a gift from the gods.  14 times PE.


Price: $29.820
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2017-04-17 PAST TOP PICK Vanguard FTSE Cdn High Div Yd.
VDY-T
John DeGoey

(A Top Pick May 2/16. Up 19%.) A broadly diversified way of getting Canadian dividends. He doesn’t believe you should use dividends as an income investment, but this is for those people who are looking for dividends.


Price: $33.650
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-04-17 PAST TOP PICK Vanguard FTSE Emerg. Mkts. All Cap ETF
VEE-T
John DeGoey

(A Top Pick May 2/16. Up 24%.) This is something that he recommends quite often. He is a big fan of emerging markets, and in his mind, this is the best single way to play it. It is a most broadly diversified and the lowest cost.


Price: $32.070
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-04-17 TOP PICK Vanguard FTSE Emerg. Mkts. All Cap ETF
VEE-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) If there was only one way to play it, this would be the one that is the most diversified and the lowest cost.


Price: $32.070
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-04-17 BUY Waste Management
WM-N
Barry Schwartz

There are no bargains in this business.  They have pretty good growth and can make many good acquisitions going forward.  Valuations are high.  He likes the business, however. 


Price: $72.500
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2017-04-17 TOP PICK iShares MSCI Emerging Markets
XEC-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This has a small-cap bias. The 2 main factors that are the most important to him are value and market capitalization.


Price: $24.890
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-04-17 PAST TOP PICK iShares CNX Nifty India
XID-T
John DeGoey

(A Top Pick May 2/16. Up 29%.) He is a fan of emerging markets. India has good fundamentals. In the next 10-11 years, it will pass China in population, and has a well educated workforce. This would still be a Buy.


Price: $33.240
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-04-17 COMMENT iShares S&P 500 (CAD-Hedged) ETF
XSP-T
John DeGoey

iShares S&P 500 (CAD-Hedged) (XSP-T) or iShares Russell 2000 (CAD-Hedged) (XSU-T)? He frequently talks about factor investing, and one of the factors that is very real and very tangible is the small caps outperforming large caps over time. As a result, he expects XSU will give slightly higher returns, although it is a bit more volatile.


Price: $26.890
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 COMMENT iShares Russell 2000(CAD-Hedged)
XSU-T
John DeGoey

iShares S&P 500 (CAD-Hedged) (XSP-T) or iShares Russell 2000 (CAD-Hedged) (XSU-T)? He frequently talks about factor investing, and one of the factors that is very real and very tangible is the small caps outperforming large caps over time. As a result, he expects this will give slightly higher returns, although a bit more volatile.


Price: $29.130
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 COMMENT BMO MSCI Europe High Quality
ZEQ-T
John DeGoey

BMO Europe High Dividend Covered Call hedged to CAD (ZWE-T) or BMO MSCI Europe High Quality (ZEQ-T)? ZWE is basically a value screen, or alternatively you can for a quality that is similar, but not exactly the same through this one. Either way, you are looking at factor investing. He doesn’t find a lot to choose between the 2. Either would do well for you.


Price: $19.640
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 COMMENT BMO Covered Call Cdn Banks ETF
ZWB-T
John DeGoey

Individual banks have done a lot better, so why should a person buy this ETF? If you have enough money to buy all 5 banks individually and you don’t mind paying for 5 trade tickets, then you might very well be better off buying the 5 banks. If you are worried about banks going sideways, this at least gives you the chance to make some money on the covered call writing that this ETF does.


Price: $18.650
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-17 COMMENT BMO Europe High Dividend Covered Call Hedged to CAD ET
ZWE-T
John DeGoey

BMO Europe High Dividend Covered Call hedged to CAD (ZWE-T) or BMO MSCI Europe High Quality (ZEQ-T)? This one is basically a value screen, or alternatively you can go for a quality that is similar, but not exactly the same through ZEQ. Either way, you are looking at factor investing. He doesn’t find a lot to choose between the 2. Either would do well for you.


Price: $21.850
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-13 N/A A Comment -- General Comments From an Expert
A Commentary
EDITOR

BNN presented special cannabis legislation coverage LIVE from Ottawa at 1pm ET. Market Call was pre-empted.


Price: $0.020
Subject: N/A
Bias: NEUTRAL
Owned: _N/A
2017-04-13 N/A A Comment -- General Comments From an Expert
A Commentary
Paul Harris, CFA

Market. People felt very uncomfortable last year that we were in a slow growth, low inflation environment. They worried about the Fed increasing rates. This year they are more comfortable with the Fed raising rates, feels the economy is going to grow faster, and maybe more inflation. Globally, we are seeing a lot of positive numbers coming out. We are in a better environment from an economic point of view. Deflation seems to be less of a worry in Europe. The economy can handle the Fed increasing rates and the economy can grow a little faster than people expect. However, he doesn’t think that is going to happen until 2018. The world is looking for faster growth and maybe higher inflation, and he doesn’t expect we’ll see that until later on in the year. There may be a pullback, and if so, he could buy some companies he likes that are cheaper.


Price: $0.020
Subject: GLOBAL
Bias: UNKNOWN
Owned: _N/A
2017-04-13 PAST TOP PICK Apple
AAPL-Q
Paul Harris, CFA

(A Top Pick, May 5/16. Up 54%.) Had felt this was very cheap on a valuation basis. Trading at almost 10X earnings and has a great dividend yield. Still a very cheap tech stock.


Price: $141.050
Subject: GLOBAL
Bias: UNKNOWN
Owned: Yes
2017-04-13 COMMENT Amgen Inc.
AMGN-Q
Paul Harris, CFA

A great company. It is considered a biotech company, but has a market cap of over $1 billion. Trading at only 13X earnings and has a great free cash flow yield of almost 12%. He feels their pipeline is really strong and that the value of the company is 20% higher than it is here.


Price: $161.610
Subject: GLOBAL
Bias: UNKNOWN
Owned: Yes
2017-04-13 TOP PICK Bank of America
BAC-N
Paul Harris, CFA

The stock ran up and has pulled back, giving a good opportunity to buy. It has 10% of all the retail assets in the US. It continues to reduce costs through technology and headcount. They have 3 very strong good businesses, retail, corporate investment banking and the brokerage business. Trading just below BV. Thinks the stock is worth in the $38-$40 range. Dividend yield of 1.3%. (Analysts’ price target is $26.)


Price: $22.340
Subject: GLOBAL
Bias: UNKNOWN
Owned: Yes
2017-04-13 COMMENT Brookfield Asset Management (A)
BAM.A-T
Paul Harris, CFA

He sold his holdings, because he felt it was going to kind of move sideways from here. Because they own a bunch of different assets, you have to think of it not from a PE basis, but from a NAV basis. It pays a nice dividend.


Price: $48.440
Subject: GLOBAL
Bias: UNKNOWN
Owned: No
2017-04-13 DON'T BUY Bombardier Inc (B)
BBD.B-T
Paul Harris, CFA

Not a stock he would ever think about buying. They are still probably not making money. There are so many better companies available.


Price: $2.270
Subject: GLOBAL
Bias: UNKNOWN
Owned: No
Showing 241 to 300 of 163,623 entries
<< < 3 4 5 6 7 > >>