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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

(A Top Pick Nov 20/21, Up 69%) Liked it for assets. Ultimately sold to Whitecap.

stockchase.com stockchase.com

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

(A Top Pick Mar 24/20, Up 1376%) Big beneficiary of nat gas LNG on the west coast. $20 target on it. Will be out of debt by the end of this year, lots of free cashflow, unhedged. Premier company. Potential takeover. A buy on any weakness. He sold on recession concerns.

stockchase.com stockchase.com

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

Selling shares as believes it is a good time to take money off the energy table. Worried that we are at the top of the energy bull market. Natural gas prices are not sustainable. No shortage of natural gas(short term squeeze).

stockchase.com stockchase.com

💡 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

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

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 terms of copper.

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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

Very wide discount to NAV. Its assets are not in sectors that investors are looking to add more capital to today. Exposure to industrials, multi-family, hotels. Seen as a value trap. Probably a safe hold, but more growth elsewhere.

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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

(A Top Pick Jun 15/21, Down 11%) Market sentiment has built-in a fairly deep recession. As research comes in, the market will rethink this and banks will continue upward. Very sensitive to interest rates, so does very well with steeper yield curve. Loan growth good, consumer is healthy.

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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

Penalty box from regulators. Better places to be. Struggling, margins and earnings are down, losing key personnel.

stockchase.com stockchase.com

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

It has sold off with the market and is down 27-28% year-to-date. As a tech company it is more infra-structure and service focused than advertising like Google and Facebook. It is already embedded in millions of companies around the world and allows migration to the cloud.

stockchase.com stockchase.com

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

Shares slid 14% three weeks ago on a weak quarter and guidance. The cause of the guidance was the Covid lockdown in China which should have surprised no one. It now trades at only 13x and pays a juicy 3.4% dividend. The lockdown is a short-term problem so this is a buying opportunity,

stockchase.com stockchase.com

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

AMD is taking it to Intel and right now the semis group is ugly.

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

It is a mature company and it is difficult to dislodge them. Its P/E ratio is more reasonable in the 20's. It is making its own chips for its phones and laptops and the chips use less power and are faster.

stockchase.com stockchase.com

🚚 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

He's been on Market Call for 21 years, and GE has always been in the doghouse with him. Model price of $43.84, a 41% downside from today. Industrials will have a tough time in a bear market. If something serious happens to China, this one doesn't have a chance. A once-great company, now a shadow…

stockchase.com stockchase.com

👨‍⚕️ 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

(A Top Pick Apr 19/22, Down 3.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PFE has triggered its stop at $48. To remain disciplined we recommend covering the position at this time.

stockchase.com stockchase.com

🛍 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

Valuation down to 11x earnings. He expects a strong quarter with good cash flow from their cable subscriptions.

stockchase.com stockchase.com

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

Beat earnings and their organic growth rate will accelerate. But bond yields are jumping and there are worries over raw costs and freight.

stockchase.com stockchase.com

📱 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

It has disappointed shareholders. It tried to branch into the content business by buying large companies and then letting them go without much explanation. It also cut back its dividend. Verizon is higher quality.

stockchase.com stockchase.com

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

It beat revenues and met earnings today, but shares are falling today. Trades at an 11x PE. Revenues will grow at 9%. Really likes it. Now is the time to buy. Market sentiment today is to blame.

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