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Trade Like an Institutional Investor and Buy or Sell These Stocks

Melisa R. H. Posted On June 11, 2019
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Most stocks are owned by institutions and the majority of the trading volume on exchanges are from large institutional traders. Although large and mid-cap stocks have many individual investors, only a few possess millions of shares or hold a majority in a company. These institutions are often pension funds, commercial banks and investment funds. Institutional ownership means that these large institutions hold ownership stakes in a company.

Oftentimes, these institutional owners exert substantial influence on management. Individual minority investors also look to institutional owners and what they are doing, as institutional owners are often more knowledgeable about the companies they invest in. Therefore, these investors can exert substantial impact on the stock price.

The number of institutional investors in a particular company are neither a good nor bad sign. However, more institutional investors will offer more stability as diffused ownership minimizes the impact of one firm selling off their stocks.

⚡Energy

Torc Oil & Gas Ltd (TOG-T)
A well-run oil producer that has a good management team. They are generating positive cash flows. They usually underpromise and over-deliver. The dividend is considered safe. Their yield is 6 per cent.

Torc Oil & Gas Ltd (TOG-T) — Stockchase
Torc Oil & Gas Ltd (TOG-T) — Stockchase

Opinion about TOG-T: (A Top Pick Nov 20/21, Up 69%) Liked it for assets. Ultimately sold to Whitecap.

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Birchcliff Energy Ltd. (BIR-T)
A Canadian natural gas company. It has done well and is generating cash flow. The balance sheet is in good shape and they are paying off some debt. They also raised dividends last quarter.

Birchcliff Energy Ltd. (BIR-T) — Stockchase
Birchcliff Energy Ltd. (BIR-T) — Stockchase

Opinion about BIR-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research For natural gas, we would consider BIR 'decent' but would prefer TOU or AAV or ARX.  But we would be fine holding it still based on valuation and longer term potential. So it depends on what else is owned. We would not…

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Tourmaline Oil Corp (TOU-T)
A natural gas producer. The company is adding more liquids and are looking to have more cash flow. Signs point to a dividend raise or a stock buyback.

Tourmaline Oil Corp (TOU-T) — Stockchase
Tourmaline Oil Corp (TOU-T) — Stockchase

Opinion about TOU-T: Despite the name, Canada's largest natural gas producer at ~13% of the total. Likes its capital discipline and lean operating efficiency. 21% stake in TPZ. Early mover to secure market access to delivery hubs on US and Canadian West Coasts. Consistently able to get higher pricing than peers. Generates lots of cash.Cargo…

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💡 Utilities

Atlantic Power Corp. (ATP-T)
A power generation and distribution company. The company has assets in the U.S. and Canada. As consumers rely increasingly on electricity, the business has a good niche. A lowering of interest rates will help this company’s stock price rise.

Atlantic Power Corp. (ATP-T) — Stockchase
Atlantic Power Corp. (ATP-T) — Stockchase

Opinion about ATP-T: They generate electivity and sell it. As we move in this direction this company will have a foothold and niche. It is a capital intensive business and interest rates rising will be a problem.

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🛢 Basic Materials

Turquoise Hill Resources (TRQ-T)
A mineral exploration and development company. They have one of the best copper deposits in the world. RioTinto owns about 51 per cent of the company. This company is sensitive to copper prices.

Turquoise Hill Resources (TRQ-T) — Stockchase
Turquoise Hill Resources (TRQ-T) — Stockchase

Opinion about TRQ-T: It's in production. The question is how much more capital does it require. It is a good deposit and they have a good partner, but Mongolia is and will be an issue. It is highly levered to copper prices and you still have the geopolitical risk. It is a big asset in…

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🏛 Financials

Morguard Corporation (MRC-T)
A well-run real estate company that holds a diverse portfolio of properties across North America. They buyback stocks with their free cash flow. There is not a lot of volume but is at a good price right now.

Morguard Corporation (MRC-T) — Stockchase
Morguard Corporation (MRC-T) — Stockchase

Opinion about MRC-T: NAV materially higher than share price. Doesn't see catalysts for NAV increasing, so discount will continue. Asset base is mainly retail and office, sectors that are somewhat out of favour. Earnings potential not great. Higher than average cost of debt.

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Bank of America (BAC-N)
They are well positioned to increase dividends or buy back stocks. It is quite cheap although it’s gone sideways for the last year. They are reducing cost and changing their capital ratios.

Bank of America (BAC-N) — Stockchase
Bank of America (BAC-N) — Stockchase

Opinion about BAC-N: Trades at 1.25x book value and almost a 3% dividend yield. Are growing revenues and increasing market share. Will benefit from IPOs and M&A. Wealth management generates recurring revenues. They keep costs low.

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Wells Fargo (WFC-N)
It’s selling at a discount to other U.S. banks. They were hit with a sanction for front running customers and other corporate malfeasance. The Fed is now monitoring them so tread carefully.

Wells Fargo (WFC-N) — Stockchase
Wells Fargo (WFC-N) — Stockchase

Opinion about WFC-N: Friday kicks off bank earnings season, a sector that has been crushed, because Wall Street expects a downturn in the economy. WFC was doing well into it slammed into Trump's tariffs. The CEO will have to be cautious on Friday; he has no choice. But shares won't rally on that sentiment.

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💻 Technology

Microsoft (MSFT-Q)
Their software as a service with subscriptions is doing very well. The cloud department is growing. The margins are high and it is a more defensive name in the tech sector. They are turning the company into a utility in some sense.

Microsoft Corp (MSFT-Q) — Stockchase
Microsoft Corp (MSFT-Q) — Stockchase

Opinion about MSFT-Q: (A Top Pick Jun 24/24, Up 8%) Hitting all-time record highs, with more upside. Still holds. His biggest exposure to technology.

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Cisco (CSCO-Q)
A company that will benefit from 5G. The software earnings are also doing well. There are some concerns over the trade war as their hardware might be subject to tariffs.

Cisco (CSCO-Q) — Stockchase
Cisco (CSCO-Q) — Stockchase

Opinion about CSCO-Q: Was upgraded today. Trades at 16x PE and a 6% free cash flow yield. Earnings should grow 5-9%. It's been flat for a while, but so was MSFT. Stocks need time to consolidate.

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Intel (INTC-Q)
They’re in a mature market and the gross margins are not expanding. The stock showed some weakness with the new China tariffs.

Intel (INTC-Q) — Stockchase
Intel (INTC-Q) — Stockchase

Opinion about INTC-Q: Revolving door of CEOs -- hard to find someone with both business and engineering skills. If you ever see it up around $25, take a bit of profit. Or write some calls against it as it gets close if you don't want to get taken out. It will have its day, but…

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Apple (AAPL-Q)
A leader in the market and has more cash on the balance sheet than some countries. There are concerns over consumer privacy and slowing iPhone sales but the company is not going away.

Apple Inc (AAPL-Q) — Stockchase
Apple Inc (AAPL-Q) — Stockchase

Opinion about AAPL-Q: He sold a covered call and brought a few dollars in. This isn't doing too much. Got it back today basically for nothing. Wrote another call expiring in 1.5 weeks.

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🚚 Industrials

General Electric (GE-N)
The beleaguered company had its first quarter of beating expectations. The management is doing its best to survive but the company has been evolving so rapidly that it is hard to say how it will go. This has become more and more a speculative stock.

General Electric (GE-N) — Stockchase
General Electric (GE-N) — Stockchase

Opinion about GE-N: In the US industrial space, he'd be more inclined to look at the smaller- and mid-caps. Those will benefit from reshoring and lower interest rates.

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👨‍⚕️ Healthcare

Pfizer Inc (PFE-N)
The largest pharmaceutical company. It is holding and is more of a protective play. They have successfully acquired some companies and have promising drugs. There are only a few products coming off patents so it is a pretty safe pick.

Pfizer Inc (PFE-N) — Stockchase
Pfizer Inc (PFE-N) — Stockchase

Opinion about PFE-N: She likes the space but people are not investing in it. It has a low valuation and is tempting but she prefers elsewhere. It is a global leader in a crowded field. She sees 5% growth so there is some upside.

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🛍 Consumer

Comcast Corp (CMCSA-Q)
They have a U.S. market penetration of 45 per cent. They have low volatility and pays a good dividend. The largest broadcasting company and are somewhat protected from Netflix streaming as they provide the internet network to consumers.

Comcast Corp (CMCSA-Q) — Stockchase
Comcast Corp (CMCSA-Q) — Stockchase

Opinion about CMCSA-Q: (A Top Pick Dec 10/24, Down 11.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CMCSA has triggered its stop at $35.  To remain disciplined, we recommend covering the position at this time.  

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Coca-Cola Company (KO-N)
A defensive play. A consumer staple name that is diversifying away from their main product and getting more into sports drinks. They also recently purchased a coffee company with a lot of growth.

Coca-Cola Company (KO-N) — Stockchase
Coca-Cola Company (KO-N) — Stockchase

Opinion about KO-N: Focused, has the branding. 24x forward PE for 5-6% earnings growth. Not on his radar for what he's looking for in terms of growth. Technically OK, with price above 200-day MA and that MA turning slowly higher. Yield is 2.8%.

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📱 Telecommunications

AT&T (T-N)
A major telecommunications company in the U.S. They are selling off assets to pay off debt. A company in a tough environment that made big bets on acquisitions. Their dividend is high but the stock has been range bound.

AT&T (T-N) — Stockchase
AT&T (T-N) — Stockchase

Opinion about T-N: Long-term outlook is hard to say. Stock's doing well by putting 2 satellite companies together, thereby creating value. He owns a bit. Big run in a short time.

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Verizon Communications (VZ-N)
A defensive play that will benefit from 5G. There are concerns about their debt and the sector is very competitive. They are moving up quarterly and pay a good dividend.

Verizon Communications (VZ-N) — Stockchase
Verizon Communications (VZ-N) — Stockchase

Opinion about VZ-N: Verizon and AT&T have good yields and reporting better-than-expected earnings. Their businesses have little cyclicality.

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