Opinions by Brian Acker, CA | StockChase
3893
Brian Acker, CA

Chief Executive Officer, President and Chief Inves

ON STOCKCHASE SINCE Oct 2000

Acker Finley Inc.
181 University AveSuite 1316Toronto, ONM5H 3M7
T: 1 (416) 777-9005 F: 1 (416) 777-2096 info@ackerfinley.com
http://www.ackerfinley.com


Opinions by Brian Acker, CA


Signal Opinion Expert Chart
COMMENT
General Market Comment 

April 25, 2018

Market. This market is US centric with earnings up 20% year over year.  Now the bond market yields are looking good.  Interest rates going up is a good sign for the economy – get used to it.  There is nothing to fear about rising interest rates.  We have been in a financial “repression” for the past 10 years.  The cost of money is going up, which is healthy.  The shorter end of the curve is also moving up -- 2.8% for the five year bond.  A fair value for the S&P500 is 3450 in his opinion, based on strong earnings.  Canada has good value too, but you have to hold your nose – it could become cheaper.  He is very bullish on the US dollar and bearish on the CAD dollar.

Market. This market is US centric with earnings up 20% year over year.  Now the bond market yields are looking good.  Interest rates going up is a good sign for the economy – get used to it.  There is nothing to fear about rising interest rates.  We have been in a financial “repression” for the past 10 years.  The cost of money is going up, which is healthy.  The shorter end of the curve is also moving up -- 2.8% for the five year bond.  A fair value for the S&P500 is 3450 in his opinion, based on strong earnings.  Canada has good value too, but you have to hold your nose – it could become cheaper.  He is very bullish on the US dollar and bearish on the CAD dollar.

Unknown
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

April 25, 2018

Safe Canadian stock recommendations? He thinks it is hard to be safe in Canada as rising interest rates are hurting many dividends.  Over the past 10 years people moved into telcos, utilities and pipelines to be paid to wait.  Now these companies are overvalued and rising interest rates make it challenging for their fundamentals.  He can’t give recommendations for Canada right now.  The passing of the US Tax Act has made things more competitive there. 

Safe Canadian stock recommendations? He thinks it is hard to be safe in Canada as rising interest rates are hurting many dividends.  Over the past 10 years people moved into telcos, utilities and pipelines to be paid to wait.  Now these companies are overvalued and rising interest rates make it challenging for their fundamentals.  He can’t give recommendations for Canada right now.  The passing of the US Tax Act has made things more competitive there. 

Unknown
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

April 25, 2018

Canadian Interest Rates. The US has been leading the world after recapitalizing from the financial crisis.  Although we didn’t have a similar collapse in Canada, the Bank of Canada is still being too easy on lending.  Last year when rates did increase, the impact on the Canadian economy was negative.  A lower Canadian dollar will help the economy, so don’t expect big interest rate increases here soon until we start to see 3% GDP growth annually. 

Canadian Interest Rates. The US has been leading the world after recapitalizing from the financial crisis.  Although we didn’t have a similar collapse in Canada, the Bank of Canada is still being too easy on lending.  Last year when rates did increase, the impact on the Canadian economy was negative.  A lower Canadian dollar will help the economy, so don’t expect big interest rate increases here soon until we start to see 3% GDP growth annually. 

Unknown
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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PAST TOP PICK
Apple(AAPL-Q) 

April 25, 2018

(A Top Pick July 11/17 Up 15%) He still likes it although it struggles.  His model price is coming down as people worry about future earnings.  A new iPhone X is $1800 in Canada.  He would not be a seller yet. 

electrical/electronic

(A Top Pick July 11/17 Up 15%) He still likes it although it struggles.  His model price is coming down as people worry about future earnings.  A new iPhone X is $1800 in Canada.  He would not be a seller yet. 

electrical/electronic
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$163.650
Owned Owned
Yes

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TOP PICK
Bank of America(BAC-N) 

April 25, 2018

A recent pull back makes this previous pick even better.  He has a model price of $32.60.  He was disappointed the dividend was not increased.  Rising interest rates will aid this stock.  Yield 1.6%.  (Analysts’ price target is $34.80 )

banks

A recent pull back makes this previous pick even better.  He has a model price of $32.60.  He was disappointed the dividend was not increased.  Rising interest rates will aid this stock.  Yield 1.6%.  (Analysts’ price target is $34.80 )

banks
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$30.140
Owned Owned
Yes

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PAST TOP PICK
CitiGroup(C-N) 

April 25, 2018

(A Top Pick July 11/17 Up 4%) He still loves the big US financials, especially those too big to fail.  They are doing all the right things including stock buy backs.  He thinks they should be increasing their dividend.  As interest rates go up they will increase margins. 

insurance

(A Top Pick July 11/17 Up 4%) He still loves the big US financials, especially those too big to fail.  They are doing all the right things including stock buy backs.  He thinks they should be increasing their dividend.  As interest rates go up they will increase margins. 

insurance
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$69.360
Owned Owned
Yes

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BUY on WEAKNESS

It has had a nice pullback here and he would buy more at $56.50.  His model value is just above $66 right now. 

wholesale distributors

It has had a nice pullback here and he would buy more at $56.50.  His model value is just above $66 right now. 

wholesale distributors
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$63.570
Owned Owned
Yes

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BUY on WEAKNESS

There has been a rally in the stock recently buy now increase in model value – currently at $45.88 (implying it is fair valued now).  He would wait for a pull back. 

oil/gas

There has been a rally in the stock recently buy now increase in model value – currently at $45.88 (implying it is fair valued now).  He would wait for a pull back. 

oil/gas
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$46.580
Owned Owned
No

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BUY on WEAKNESS

He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

Transportation

He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

Transportation
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$98.460
Owned Owned
No

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TOP PICK
Cisco(CSCO-Q) 

April 25, 2018

He has owned this for years.  His model price is $48.96.  He believes in blockchain technology and this company will profit from it.  Chinese competitors have a security issue disadvantage compared to this one.  From all perspectives he thinks this is a great investment.  Yield 3.0%.  (Analysts’ price target is $48.42 )

electrical/electronic

He has owned this for years.  His model price is $48.96.  He believes in blockchain technology and this company will profit from it.  Chinese competitors have a security issue disadvantage compared to this one.  From all perspectives he thinks this is a great investment.  Yield 3.0%.  (Analysts’ price target is $48.42 )

electrical/electronic
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$43.710
Owned Owned
Yes

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HOLD
Descartes(DSG-T) 

April 25, 2018

He would consider to hold this.  His model price is $19, so it is 50% above full value.  Maybe the fundamentals catch up on the stock it may retrace. 

computer software/processing

He would consider to hold this.  His model price is $19, so it is 50% above full value.  Maybe the fundamentals catch up on the stock it may retrace. 

computer software/processing
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$37.490
Owned Owned
No

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BUY on WEAKNESS
Enbridge(ENB-T) 

April 25, 2018

This stock is going to $32.  His model price is $36.66.  People previously bought it for yield and now the stock is over-valued.  As interest rates increase, it has to fall in value.  Anything to do with pipelines is radioactive. 

oil/gas pipelines

This stock is going to $32.  His model price is $36.66.  People previously bought it for yield and now the stock is over-valued.  As interest rates increase, it has to fall in value.  Anything to do with pipelines is radioactive. 

oil/gas pipelines
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$37.590
Owned Owned
No

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BUY on WEAKNESS

His model price is $661.  He would see $850 as a screaming buy.   It had good earnings yet the stock went down.  There may be concern of data collecting and privacy.  He has owned it for years and would buy more on a pull back. 

Business Services

His model price is $661.  He would see $850 as a screaming buy.   It had good earnings yet the stock went down.  There may be concern of data collecting and privacy.  He has owned it for years and would buy more on a pull back. 

Business Services
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$1022.990
Owned Owned
Yes

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TOP PICK
Intel(INTC-Q) 

April 25, 2018

The semi-conductors have been hot, hot, hot.  His model price is $72.27 – 40% upside.  They will report earnings soon.  He thinks they will transition into a mobile space easily.  Yield 2.3%.  (Analysts’ price target is $54.97 )

electrical/electronic

The semi-conductors have been hot, hot, hot.  His model price is $72.27 – 40% upside.  They will report earnings soon.  He thinks they will transition into a mobile space easily.  Yield 2.3%.  (Analysts’ price target is $54.97 )

electrical/electronic
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$51.380
Owned Owned
Yes

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PAST TOP PICK
Metlife(MET-N) 

April 25, 2018

(A Top Pick July 11/17 Down 2%) All the insurers are being helped by rising interest rates, yet the stock price has not increased.  He is disappointed by the performance, but will continue to stick with it.  He has a model price about 30% higher.  Yield 3.5%. 

insurance

(A Top Pick July 11/17 Down 2%) All the insurers are being helped by rising interest rates, yet the stock price has not increased.  He is disappointed by the performance, but will continue to stick with it.  He has a model price about 30% higher.  Yield 3.5%. 

insurance
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$47.830
Owned Owned
Yes

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