Stock Opinions by Brian Acker, CA - Stockchase Experts
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Brian Acker, CA @

On Stockchase since : Oct 2000

Chief Executive Officer, President and Chief Inves at Acker Finley Inc.

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Stock Opinions by Brian Acker, CA - Stockchase Experts

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COMMENT
General Market Comment 

February 8, 2019

Market Outlook He thinks the US dollar is going to go a lot higher. The 2018 returns of Canadian investors benefited by about 7-8% he thinks, if you invested in US holdings. On US equities, he is cautious right now. After the big decline in December, he thinks it is a precursor of what is yet to come. 2019 will be a year of the Central Banks, who will have to maneuver to keep things going. This will make the equity market fraught with explosions and collapses. Last year the Trump tax incentive lead to massive earnings increases and he wonders how that can be followed.
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Market Outlook He thinks the US dollar is going to go a lot higher. The 2018 returns of Canadian investors benefited by about 7-8% he thinks, if you invested in US holdings. On US equities, he is cautious right now. After the big decline in December, he thinks it is a precursor of what is yet to come. 2019 will be a year of the Central Banks, who will have to maneuver to keep things going. This will make the equity market fraught with explosions and collapses. Last year the Trump tax incentive lead to massive earnings increases and he wonders how that can be followed.
Unknown
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.000
Owned Owned
_N/A

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BUY on WEAKNESS
Amazon.com(AMZN-Q) 

February 8, 2019

He would love to see it pullback to about $1369 to become a buyer. He thinks there will be plenty of opportunity to buy it this year. Explicit photos aside.
specialty stores
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He would love to see it pullback to about $1369 to become a buyer. He thinks there will be plenty of opportunity to buy it this year. Explicit photos aside.
specialty stores
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$1584.020
Owned Owned
Unknown

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COMMENT
CGI Group (A)(GIB.A-T) 

February 8, 2019

CGI vs Open Text? He would like to own both of these. Having some growth in your portfolio is good -- especially if the economy is going to slow. He likes the yield of Open Text. He likes the predictably of earnings with CGI, so slightly favours it.
consulting
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CGI vs Open Text? He would like to own both of these. Having some growth in your portfolio is good -- especially if the economy is going to slow. He likes the yield of Open Text. He likes the predictably of earnings with CGI, so slightly favours it.
consulting
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$89.160
Owned Owned
_N/A

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COMMENT
Open Text(OTEX-T) 

February 8, 2019

CGI vs Open Text? He would like to own both of these. Having some growth in your portfolio is good -- especially if the economy is going to slow. He likes the yield of Open Text. He likes the predictably of earnings with CGI, so slightly favours it.
computer software/processing
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0 comments
CGI vs Open Text? He would like to own both of these. Having some growth in your portfolio is good -- especially if the economy is going to slow. He likes the yield of Open Text. He likes the predictably of earnings with CGI, so slightly favours it.
computer software/processing
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$49.090
Owned Owned
_N/A

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BUY on WEAKNESS
Visa Inc.(V-N) 

February 8, 2019

He thinks the stock will retrace to about $126, where he would be a buyer again. He would be "willing to go into war" with this stock. Although it is trading sideways, he would buy more on a pullback.
other services
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He thinks the stock will retrace to about $126, where he would be a buyer again. He would be "willing to go into war" with this stock. Although it is trading sideways, he would buy more on a pullback.
other services
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$140.380
Owned Owned
Unknown

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BUY on WEAKNESS
Enbridge(ENB-T) 

February 8, 2019

He is cool on them right now. Back in December he saw targets around $40. He would love to see a pullback to $32 to buy it.
oil/gas pipelines
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0 comments
He is cool on them right now. Back in December he saw targets around $40. He would love to see a pullback to $32 to buy it.
oil/gas pipelines
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$47.920
Owned Owned
Unknown

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WEAK BUY
Suncor Energy Inc(SU-T) 

February 8, 2019

If you hold any energy stock, this is the one. He does own it. He sees about a 36% upside for the stock, so he would be a buyer -- although the would target $36 for an entry.
integrated oils
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If you hold any energy stock, this is the one. He does own it. He sees about a 36% upside for the stock, so he would be a buyer -- although the would target $36 for an entry.
integrated oils
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$42.810
Owned Owned
Yes

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WEAK BUY
CVS Health Corp(CVS-N) 

February 8, 2019

He sees about a 21% upside and could see it test $85. He would be a weak buy here.
specialty stores
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He sees about a 21% upside and could see it test $85. He would be a weak buy here.
specialty stores
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$64.850
Owned Owned
Unknown

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BUY on WEAKNESS
Applied Materials(AMAT-Q) 

February 8, 2019

He would wait to add to any position -- look for it retest the lows of December. It is a cyclical, so you want to make sure you buy them cheap enough. He is in a trader frame of mind, so he would target a buy at $30 and sell at $46.
electrical/electronic
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He would wait to add to any position -- look for it retest the lows of December. It is a cyclical, so you want to make sure you buy them cheap enough. He is in a trader frame of mind, so he would target a buy at $30 and sell at $46.
electrical/electronic
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$39.780
Owned Owned
Unknown

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COMMENT
Metlife(MET-N) 

February 8, 2019

Insurance companies are trading below their lower benchmarks -- making him think there are issues with their balance sheets especially in a deflationary recession environment. This could lead to lower short term rates, which could impair their earnings. He would be cautious going forward for all insurance companies.
insurance
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Insurance companies are trading below their lower benchmarks -- making him think there are issues with their balance sheets especially in a deflationary recession environment. This could lead to lower short term rates, which could impair their earnings. He would be cautious going forward for all insurance companies.
insurance
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$42.710
Owned Owned
Unknown

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WEAK BUY
Inter Pipeline(IPL-T) 

February 8, 2019

It is yielding 8.2%. What bothers him is that the $1.71 dividend is well above earnings of $1.54 currently. Why are they paying more than the earnings? This creates negative compounding returns. He sees 35% upside on the stock and would consider a buy at $18. There are a lot of warts that gives him some pause.
oil pipelines
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It is yielding 8.2%. What bothers him is that the $1.71 dividend is well above earnings of $1.54 currently. Why are they paying more than the earnings? This creates negative compounding returns. He sees 35% upside on the stock and would consider a buy at $18. There are a lot of warts that gives him some pause.
oil pipelines
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$20.930
Owned Owned
No

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PAST TOP PICK
CitiGroup(C-N) 

February 8, 2019

(A Top Pick Jan 12/18, Down 17%) December almost caused him heart failure. There was either something systematic happening in the economy or their balance sheet was in severe trouble. He wants to see a pullback to $57 to consider buying it again. He would be worried about the economy if this retests the recent lows.
insurance
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(A Top Pick Jan 12/18, Down 17%) December almost caused him heart failure. There was either something systematic happening in the economy or their balance sheet was in severe trouble. He wants to see a pullback to $57 to consider buying it again. He would be worried about the economy if this retests the recent lows.
insurance
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$61.805
Owned Owned
Yes

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PAST TOP PICK
Apple(AAPL-Q) 

February 8, 2019

(A Top Pick Jan 12/18, Down 2%) This is a stock he would "go to war with". He sees about 15% upside from here. He would be a long term buy and hold at $100, otherwise trade it looking to enter at $142.
electrical/electronic
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(A Top Pick Jan 12/18, Down 2%) This is a stock he would "go to war with". He sees about 15% upside from here. He would be a long term buy and hold at $100, otherwise trade it looking to enter at $142.
electrical/electronic
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$170.410
Owned Owned
Yes

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PAST TOP PICK
Cisco(CSCO-Q) 

February 8, 2019

(A Top Pick Jan 12/18, Up 17%) Quietly going about its business. He still sees another 28% upside for it. He holds a lot of it and it is doing well.
electrical/electronic
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(A Top Pick Jan 12/18, Up 17%) Quietly going about its business. He still sees another 28% upside for it. He holds a lot of it and it is doing well.
electrical/electronic
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$47.190
Owned Owned
Yes

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SELL
Take profit here? He would take profit at these levels. He worries about issues with trade with China. He still sees possibly another 50% upside, but thinks it prudent to take profit here.
Financial Services
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Take profit here? He would take profit at these levels. He worries about issues with trade with China. He still sees possibly another 50% upside, but thinks it prudent to take profit here.
Financial Services
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$32.740
Owned Owned
No

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DON'T BUY
Linamar Corp(LNR-T) 

February 8, 2019

He thinks the market is telling you the car market cycle is coming to an end. The move to electric vehicles and car production not likely ever making new highs worries him. It has about 100% upside in value, but he cautious of the cycle nature. He would be careful.
transportation equip & components
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He thinks the market is telling you the car market cycle is coming to an end. The move to electric vehicles and car production not likely ever making new highs worries him. It has about 100% upside in value, but he cautious of the cycle nature. He would be careful.
transportation equip & components
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$48.170
Owned Owned
No

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HOLD
Johnson & Johnson(JNJ-N) 

February 8, 2019

When to exit? He thinks you "go to war" with this stock. He sees 18% upside still for it. He would continue to hold it long term. He might trim some length if it makes a new high.
biotechnology/pharmaceutical
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When to exit? He thinks you "go to war" with this stock. He sees 18% upside still for it. He would continue to hold it long term. He might trim some length if it makes a new high.
biotechnology/pharmaceutical
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$132.400
Owned Owned
Yes

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SELL
He would not touch this with a 10 foot pole. The change in senior management worries him. The recent bullish bounce is a good sell opportunity as he targets only $88 on this. He is wary of the Chinese trade war, which is likely to get worse. If the world grinds down in growth, China will be hit hard.
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He would not touch this with a 10 foot pole. The change in senior management worries him. The recent bullish bounce is a good sell opportunity as he targets only $88 on this. He is wary of the Chinese trade war, which is likely to get worse. If the world grinds down in growth, China will be hit hard.
0
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$167.350
Owned Owned
No

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BUY on WEAKNESS
Waste Connections(WCN-T) 

February 8, 2019

A little over priced. He has a target price of less than $90, so he is cautious. He would prefer a pullback to $80 to add to any holding.
Transportation & Environmental Services
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A little over priced. He has a target price of less than $90, so he is cautious. He would prefer a pullback to $80 to add to any holding.
Transportation & Environmental Services
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$110.840
Owned Owned
Unknown

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SELL
Vermilion Energy Inc(VET-T) 

February 8, 2019

He last time suggested to sell this and continues to worry about the dividend payout being too high. He sees 20% downside from his model valuation. Other than SU-T, he would not touch the Canadian energy sector. Yield 8%
oil/gas
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He last time suggested to sell this and continues to worry about the dividend payout being too high. He sees 20% downside from his model valuation. Other than SU-T, he would not touch the Canadian energy sector. Yield 8%
oil/gas
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$31.140
Owned Owned
No

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BUY on WEAKNESS
Bank of Nova Scotia(BNS-T) 

February 8, 2019

His model suggests a buy at $66, with only about 10% upside from today's price. He would buy on a pullback. Yield 4.7%
banks
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His model suggests a buy at $66, with only about 10% upside from today's price. He would buy on a pullback. Yield 4.7%
banks
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$74.420
Owned Owned
Unknown

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BUY
He sees about 20% upside from here. He would "go to war" with this stock. He would be a buyer here.
food stores
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0 comments
He sees about 20% upside from here. He would "go to war" with this stock. He would be a buyer here.
food stores
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$74.000
Owned Owned
Yes

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SELL
BCE Inc.(BCE-T) 

February 8, 2019

He would take profit here and look to re-enter back around $49. He sees 20% possible downside from here based on his model valuation.
telephone utilities
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0 comments
He would take profit here and look to re-enter back around $49. He sees 20% possible downside from here based on his model valuation.
telephone utilities
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$57.370
Owned Owned
Unknown

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TOP PICK
Exxon Mobil(XOM-N) 

February 8, 2019

He loves the value it provides. He would wait for a return to the December lows to enter -- around $66. Yield 4.47% (Analysts’ price target is $83.10)
integrated oils
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0 comments
He loves the value it provides. He would wait for a return to the December lows to enter -- around $66. Yield 4.47% (Analysts’ price target is $83.10)
integrated oils
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$73.720
Owned Owned
Unknown

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TOP PICK
Pfizer Inc(PFE-N) 

February 8, 2019

He sees about 18% upside and likes the healthcare sector. Yield 3.43% (Analysts’ price target is $45.85)
biotechnology/pharmaceutical
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0 comments
He sees about 18% upside and likes the healthcare sector. Yield 3.43% (Analysts’ price target is $45.85)
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$42.095
Owned Owned
Yes

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TOP PICK
Intel(INTC-Q) 

February 8, 2019

An old-tech play that still has 71% upside. A new CEO can hopefully shake things up. A good place to hide in the semi-conductor space. You can't even see a measurable pullback in its December trading -- really stands out. Yield 2.6% (Analysts’ price target is $53.00)
electrical/electronic
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An old-tech play that still has 71% upside. A new CEO can hopefully shake things up. A good place to hide in the semi-conductor space. You can't even see a measurable pullback in its December trading -- really stands out. Yield 2.6% (Analysts’ price target is $53.00)
electrical/electronic
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$48.840
Owned Owned
Yes

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COMMENT
General Market Comment 

November 2, 2018

He feels the S&P is at fair value and has another 30% of upside. He feels the Canadian dollar has more weakness to come. He expects the Republicans to win more seats in the House during the Mid-Terms, which would cause a substantial rally in the US markets. October has always been a seasonally weak month, so he expects a quick rebound in markets. Autos, consumer discretionary and other sectors have been recently decimated and are great value if the market is able to side step a major recession in 2019. He believes President Trump is correct in going after China as it pertains to the massive trade surplus with the US.
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He feels the S&P is at fair value and has another 30% of upside. He feels the Canadian dollar has more weakness to come. He expects the Republicans to win more seats in the House during the Mid-Terms, which would cause a substantial rally in the US markets. October has always been a seasonally weak month, so he expects a quick rebound in markets. Autos, consumer discretionary and other sectors have been recently decimated and are great value if the market is able to side step a major recession in 2019. He believes President Trump is correct in going after China as it pertains to the massive trade surplus with the US.
Unknown
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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BUY
Cisco(CSCO-Q) 

November 2, 2018

He likes this stock and sees upside to $54.77. It is in his Top 5 of his fund. He thinks block chain is a good opportunity for this company.
electrical/electronic
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0 comments
He likes this stock and sees upside to $54.77. It is in his Top 5 of his fund. He thinks block chain is a good opportunity for this company.
electrical/electronic
0 0 1 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$45.480
Owned Owned
Yes

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DON'T BUY
Spin Master Corp(TOY-T) 

November 2, 2018

He sees value up to $50.90. Any new toy can be hit or miss and he thinks they have had a few toys go their way, but it is expensive here.
0 0 0 0 0
0 comments
He sees value up to $50.90. Any new toy can be hit or miss and he thinks they have had a few toys go their way, but it is expensive here.
0
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0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$46.490
Owned Owned
No

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SPECULATIVE BUY
Micron Technology(MU-Q) 

November 2, 2018

It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron.

computer software/processing
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0 comments

It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron.

computer software/processing
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$40.320
Owned Owned
Yes

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COMMENT
Canopy Growth Corp.(WEED-T) 

November 2, 2018

He has long expected a crash in this space. Eventually the market will figure out which ones will survive. He still expects further downside in the space and his model price is only $3 per share since it has no current earnings.
agriculture
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0 comments
He has long expected a crash in this space. Eventually the market will figure out which ones will survive. He still expects further downside in the space and his model price is only $3 per share since it has no current earnings.
agriculture
0 1 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$48.920
Owned Owned
Unknown

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SPECULATIVE BUY
The semi-conductor space has come back a lot. He has a model price near $14. He thinks you can accumulate shares on any significant decline. He would recommend buying a little here and more at $18.30 – just not your full position yet.
electrical/electronic
1 0 0 0 0
0 comments
The semi-conductor space has come back a lot. He has a model price near $14. He thinks you can accumulate shares on any significant decline. He would recommend buying a little here and more at $18.30 – just not your full position yet.
electrical/electronic
1 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$20.230
Owned Owned
No

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DON'T BUY
Parkland Fuel Corp(PKI-T) 

November 2, 2018

He does not favour Canadian stocks right now, based on their high valuations. This is under pressure now for no single reason. He expects they are weak on growth prospects. He expects the stock could drop to $35.55 and $28.50 if the growth story is broken.
merchandising/lodging
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0 comments
He does not favour Canadian stocks right now, based on their high valuations. This is under pressure now for no single reason. He expects they are weak on growth prospects. He expects the stock could drop to $35.55 and $28.50 if the growth story is broken.
merchandising/lodging
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$40.950
Owned Owned
No

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DON'T BUY
General Electric(GE-N) 

November 2, 2018

He sees nothing but pain and agrees with the dividend cut. He thinks the stock needs to fall further and thinks you have to wait to see where the dust settles. He thinks major write downs are still required.
electrical/electronic
0 1 0 0 0
0 comments
He sees nothing but pain and agrees with the dividend cut. He thinks the stock needs to fall further and thinks you have to wait to see where the dust settles. He thinks major write downs are still required.
electrical/electronic
0 1 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$9.290
Owned Owned
No

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DON'T BUY
He remains negative on the Canadian oil space. He has a model price of $51.14 and hopes this price level holds, but expects further downside that could reach towards $29.30. WCS is netting only $17 US per barrel.
oil/gas
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0 comments
He remains negative on the Canadian oil space. He has a model price of $51.14 and hopes this price level holds, but expects further downside that could reach towards $29.30. WCS is netting only $17 US per barrel.
oil/gas
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$37.500
Owned Owned
No

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WATCH
Netflix Inc.(NFLX-Q) 

November 2, 2018

He would love to see it pull back to $250 to be a buyer. His model price is $89.66 so it is not without risk.
0 0 1 0 0
0 comments
He would love to see it pull back to $250 to be a buyer. His model price is $89.66 so it is not without risk.
Unknown
0 0 1 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$309.100
Owned Owned
No

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BUY on WEAKNESS
Open Text(OTEX-T) 

November 2, 2018

They reported earnings yesterday. He thinks it is a great company and one should add at $39.73 to any holdings. He is not worried about the recent sell off in the entire tech space.
computer software/processing
0 0 0 0 0
0 comments
They reported earnings yesterday. He thinks it is a great company and one should add at $39.73 to any holdings. He is not worried about the recent sell off in the entire tech space.
computer software/processing
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$43.510
Owned Owned
No

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BUY on WEAKNESS
FedEx(FDX-N) 

November 2, 2018

His model price is $273.75. He would prefer to be a buyer near $209. He thinks there is better value elsewhere at the moment. (Analysts’ price target is $288)
Transportation
0 1 0 0 0
0 comments
His model price is $273.75. He would prefer to be a buyer near $209. He thinks there is better value elsewhere at the moment. (Analysts’ price target is $288)
Transportation
0 1 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$221.660
Owned Owned
No

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SELL
Vermilion Energy Inc(VET-T) 

November 2, 2018

He would not own this one. It pays out $2.76 in dividends and is earning $0.78 – not a good business strategy. The downside risk is $25 per share. This could become another CPG-T, especially with today’s price sell off. He would sell here. (Analysts’ price target is $53)
oil/gas
1 0 0 0 0
0 comments
He would not own this one. It pays out $2.76 in dividends and is earning $0.78 – not a good business strategy. The downside risk is $25 per share. This could become another CPG-T, especially with today’s price sell off. He would sell here. (Analysts’ price target is $53)
oil/gas
1 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$34.050
Owned Owned
No

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BUY
Broadcom(AVGO-Q) 

November 2, 2018

He sees this as a cyclical stock. His model price is $357.75. He would be a buyer here. The recent pull back is a good buying opportunity.
0 0 0 0 0
0 comments
He sees this as a cyclical stock. His model price is $357.75. He would be a buyer here. The recent pull back is a good buying opportunity.
0
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$220.770
Owned Owned
Yes

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SELL
Stay away – he has been saying this for five years. He sees substantial asset write-downs coming. The balance sheet is not rock solid. They will continue to lose money this year and doubts their estimates for next year. A total disaster.
oil/gas
1 0 0 0 0
0 comments
Stay away – he has been saying this for five years. He sees substantial asset write-downs coming. The balance sheet is not rock solid. They will continue to lose money this year and doubts their estimates for next year. A total disaster.
oil/gas
1 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$5.890
Owned Owned
No

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DON'T BUY
Loblaw Companies Ltd(L-T) 

November 2, 2018

His model is $61.59. A year from now this stock may be trading at the same level.
food stores
0 0 0 0 0
0 comments
His model is $61.59. A year from now this stock may be trading at the same level.
food stores
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$52.100
Owned Owned
No

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SELL
Fortis Inc.(FTS-T) 

November 2, 2018

Sell. Listen to the Governor of the Bank of Canada – interest rates are going up – and you don’t want interest sensitive holdings in your portfolio. His model price is $34.53 and he thinks it will fall further.
electrical utilities
1 0 0 0 0
0 comments
Sell. Listen to the Governor of the Bank of Canada – interest rates are going up – and you don’t want interest sensitive holdings in your portfolio. His model price is $34.53 and he thinks it will fall further.
electrical utilities
1 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$43.140
Owned Owned
No

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TOP PICK
Bank of America(BAC-N) 

November 2, 2018

The market is preparing for a major recession in the US next year – which he completely disagrees with. His model price is $30. They have had two dividend increases in the last two years. Yield 2.2%. (Analysts’ price target is $34.41)
banks
0 0 0 0 0
0 comments
The market is preparing for a major recession in the US next year – which he completely disagrees with. His model price is $30. They have had two dividend increases in the last two years. Yield 2.2%. (Analysts’ price target is $34.41)
banks
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$27.890
Owned Owned
Yes

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TOP PICK
This sector was hit when Amazon was thought to be invading the space. His model has just given a positive buy signal. His model price is $100. Yield 2.2%. (Analysts’ price target is $76.14)
specialty stores
0 0 0 0 0
0 comments
This sector was hit when Amazon was thought to be invading the space. His model has just given a positive buy signal. His model price is $100. Yield 2.2%. (Analysts’ price target is $76.14)
specialty stores
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$79.300
Owned Owned
Yes

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TOP PICK
Amazon.com(AMZN-Q) 

November 2, 2018

The recent pullback is a great entry point. It is at a key support level. They continue to seek out new markets, looking to bring technology to add efficiency. You have to have this in your portfolio. Yield 0%. (Analysts’ price target is $2132.23)
specialty stores
0 0 0 0 0
0 comments
The recent pullback is a great entry point. It is at a key support level. They continue to seek out new markets, looking to bring technology to add efficiency. You have to have this in your portfolio. Yield 0%. (Analysts’ price target is $2132.23)
specialty stores
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$1665.530
Owned Owned
Unknown

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PAST TOP PICK
CitiGroup(C-N) 

November 2, 2018

(A Top Pick Oct 17/17, Down 6%) It has increased its dividend twice since last year. He continues to love it and holds a sizable personal position. He has a model price of $70.75.
insurance
0 0 0 0 0
0 comments
(A Top Pick Oct 17/17, Down 6%) It has increased its dividend twice since last year. He continues to love it and holds a sizable personal position. He has a model price of $70.75.
insurance
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$65.920
Owned Owned
Yes

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PAST TOP PICK
Apple(AAPL-Q) 

November 2, 2018

(A Top Pick Oct 17/17, Up 31%) This is his #1 stock in his portfolio. He is not concerned by the recent price pullback. They bought back $80 million shares. He would add to his position on a pullback to $200. He likes their subscriber fee revenue growth. They continue to do all the right things. His model price is $233.42.
electrical/electronic
1 0 0 0 0
0 comments
(A Top Pick Oct 17/17, Up 31%) This is his #1 stock in his portfolio. He is not concerned by the recent price pullback. They bought back $80 million shares. He would add to his position on a pullback to $200. He likes their subscriber fee revenue growth. They continue to do all the right things. His model price is $233.42.
electrical/electronic
1 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$207.480
Owned Owned
Yes

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PAST TOP PICK
Intel(INTC-Q) 

November 2, 2018

(A Top Pick Oct 17/17, Up 22%) He likes the support technically and the 2.5% dividend yield. It is not as cyclical as AMD and others in the space. His model price is $80.51.
electrical/electronic
0 0 0 0 0
0 comments
(A Top Pick Oct 17/17, Up 22%) He likes the support technically and the 2.5% dividend yield. It is not as cyclical as AMD and others in the space. His model price is $80.51.
electrical/electronic
0 0 0 0 0
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$47.110
Owned Owned
Yes

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N/A
General Market Comment 

August 30, 2018

Market.  There was a ruling against trans-mountain pipeline today.  The US is not cheap enough to sell his US dollars to come back.  It could be an economic downturn catalyst but probably will not be.  NAFTA is critical for us to leverage of the US economic success.  He is putting client's money to work in the US.  Canada has major issues.  You have to be selective in Canada.  You are looking for companies with US exposure, income and earnings.  Today's news in the energy sector is not positive.

0 0 0 0 0
0 comments

Market.  There was a ruling against trans-mountain pipeline today.  The US is not cheap enough to sell his US dollars to come back.  It could be an economic downturn catalyst but probably will not be.  NAFTA is critical for us to leverage of the US economic success.  He is putting client's money to work in the US.  Canada has major issues.  You have to be selective in Canada.  You are looking for companies with US exposure, income and earnings.  Today's news in the energy sector is not positive.

Unknown
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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BUY
Johnson & Johnson(JNJ-N) 

August 30, 2018

He loves it.  The judgment against them is not significant.  He has a model price of $160.81, a 20% upside.  It is in the top 100 of the S&P 500 - it is US and priced in US Dollars – all the things he loves.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments

He loves it.  The judgment against them is not significant.  He has a model price of $160.81, a 20% upside.  It is in the top 100 of the S&P 500 - it is US and priced in US Dollars – all the things he loves.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$134.950
Owned Owned
Unknown

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DON'T BUY
Aecon Group Inc(ARE-T) 

August 30, 2018

Model price is $14, so it is below where it is trading at.  It is at EBV plus 1, and we have not had a breakout.  Wait for a buy signal.  He thinks it will come back.  There are better opportunities elsewhere.

contractors
0 0 0 0 0
0 comments

Model price is $14, so it is below where it is trading at.  It is at EBV plus 1, and we have not had a breakout.  Wait for a buy signal.  He thinks it will come back.  There are better opportunities elsewhere.

contractors
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$17.430
Owned Owned
Unknown

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PARTIAL BUY
Applied Materials(AMAT-Q) 

August 30, 2018

Semiconductors are doing their own thing.  This is old tech.  Model price is $85 with a 100% upside.  But it is a cyclical.  Over the last three years it has been on a tear and is pausing here.  He would e a buyer here – a small amount.

electrical/electronic
0 0 0 0 0
0 comments

Semiconductors are doing their own thing.  This is old tech.  Model price is $85 with a 100% upside.  But it is a cyclical.  Over the last three years it has been on a tear and is pausing here.  He would e a buyer here – a small amount.

electrical/electronic
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$43.140
Owned Owned
Unknown

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BUY
Facebook(FB-Q) 

August 30, 2018

Model price is $157.26.  He sees it as an opportunity to pick this stock up now.  It is above its model price and he has had it for some time until selling recently but it was moving from a value name into a growth name.  He would be a buyer here.  It is a good name.

0 0 0 0 0
0 comments

Model price is $157.26.  He sees it as an opportunity to pick this stock up now.  It is above its model price and he has had it for some time until selling recently but it was moving from a value name into a growth name.  He would be a buyer here.  It is a good name.

0
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$177.640
Owned Owned
No

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HOLD
Descartes(DSG-T) 

August 30, 2018

Model price is $18.95, so it is at a 60% premium.  He would not worry about earnings too much next week.  If you are a long term holder, continue to hold it.

computer software/processing
0 0 0 0 0
0 comments

Model price is $18.95, so it is at a 60% premium.  He would not worry about earnings too much next week.  If you are a long term holder, continue to hold it.

computer software/processing
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$45.460
Owned Owned
Unknown

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SELL
Power Financial Corp(PWF-T) 

August 30, 2018

Model price is $45.06.  54% upside but there is no catalyst for this stock to get moving.  It is dead money.  If it is trading below its EBV -5, there is something wrong with its balance sheet and this one is too big relative to its earnings.  The regulators are really rough in the financial industry.  Use your tax loss.

finance/leasing
0 0 0 0 0
0 comments

Model price is $45.06.  54% upside but there is no catalyst for this stock to get moving.  It is dead money.  If it is trading below its EBV -5, there is something wrong with its balance sheet and this one is too big relative to its earnings.  The regulators are really rough in the financial industry.  Use your tax loss.

finance/leasing
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$30.610
Owned Owned
Unknown

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BUY
Wells Fargo(WFC-N) 

August 30, 2018

Model price of $54.93, about 7% lower than what it is trading at.  This one never got cheap enough for him to buy it.  There is value elsewhere, see his Top Picks.

investment companies/funds
0 0 0 0 0
0 comments

Model price of $54.93, about 7% lower than what it is trading at.  This one never got cheap enough for him to buy it.  There is value elsewhere, see his Top Picks.

investment companies/funds
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$58.460
Owned Owned
Unknown

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DON'T BUY

When it came down to his model price it was the only buying opportunity there was in the last eight years.  He loves the company.  Model price is $99.94, a 30% premium that it is trading at.  He can only wish for a pull back.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments

When it came down to his model price it was the only buying opportunity there was in the last eight years.  He loves the company.  Model price is $99.94, a 30% premium that it is trading at.  He can only wish for a pull back.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$143.800
Owned Owned
Unknown

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DON'T BUY
Toromont Industries(TIH-T) 

August 30, 2018

Model price is $92.83, a 21% upside.  If we ever get that correction, he would love to buy it at $56 and hold for 3 - 6 years.

machinery
0 0 0 0 0
0 comments

Model price is $92.83, a 21% upside.  If we ever get that correction, he would love to buy it at $56 and hold for 3 - 6 years.

machinery
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$65.710
Owned Owned
Unknown

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HOLD
Emera Inc(EMA-T) 

August 30, 2018

These interest sensitives in Canada he not very bullish on.  It has a model price of $34.68 so it is 15% overvalued.  He thinks the BOC will have one more hike in them.  He is neutral to negative on this one.

mngmnt/diversified
0 0 0 0 0
0 comments

These interest sensitives in Canada he not very bullish on.  It has a model price of $34.68 so it is 15% overvalued.  He thinks the BOC will have one more hike in them.  He is neutral to negative on this one.

mngmnt/diversified
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$41.400
Owned Owned
Unknown

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PAST TOP PICK
CitiGroup(C-N) 

August 30, 2018

(A Top Pick Aug 4/17, Up 6%)  He has had good returns since he has bought it but it has gone flat.  They have room to expand their dividends even more.  They are on an aggressive buy back program.  If the US equity markets are going to go higher it has to be with the financials.  He is still staying with it.  There is about 9% upside according to model price.

insurance
0 0 0 0 0
0 comments

(A Top Pick Aug 4/17, Up 6%)  He has had good returns since he has bought it but it has gone flat.  They have room to expand their dividends even more.  They are on an aggressive buy back program.  If the US equity markets are going to go higher it has to be with the financials.  He is still staying with it.  There is about 9% upside according to model price.

insurance
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$71.460
Owned Owned
Yes

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PAST TOP PICK
Apple(AAPL-Q) 

August 30, 2018

(A Top Pick Aug 4/17, Up 45%)  It is in his top 5.  His model price is $243.96 or a 9.5% upside.  Warren Buffet is buying a little more.

electrical/electronic
0 0 0 0 0
0 comments

(A Top Pick Aug 4/17, Up 45%)  It is in his top 5.  His model price is $243.96 or a 9.5% upside.  Warren Buffet is buying a little more.

electrical/electronic
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$225.030
Owned Owned
Yes

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PAST TOP PICK
Intel(INTC-Q) 

August 30, 2018

(A Top Pick Aug 4/17, Up 36%)  This is old tech.  His model price is $82.64, or a 70% upside.  This stock just can't get moving.  The CEO was just replaced.  He would buy it here.  Your chances of another 40% are quite high if the CEO works out.

electrical/electronic
0 0 0 0 0
0 comments

(A Top Pick Aug 4/17, Up 36%)  This is old tech.  His model price is $82.64, or a 70% upside.  This stock just can't get moving.  The CEO was just replaced.  He would buy it here.  Your chances of another 40% are quite high if the CEO works out.

electrical/electronic
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$48.240
Owned Owned
Yes

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HOLD
General Market Comment 

August 30, 2018

Canadian Banks.  You always want to buy them on a pull back.  We have not had one for quite some time.  A 10% or more correction and he would be a buyer.  In general they are not cheap enough to buy and not expensive enough to sell.  You have to hold them.

0 0 0 0 0
0 comments

Canadian Banks.  You always want to buy them on a pull back.  We have not had one for quite some time.  A 10% or more correction and he would be a buyer.  In general they are not cheap enough to buy and not expensive enough to sell.  You have to hold them.

Unknown
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY

It has negative equity of $12 billion.  It trades on air.  There are better opportunities elsewhere.  Don't touch it.

tobacco
0 0 0 0 0
0 comments

It has negative equity of $12 billion.  It trades on air.  There are better opportunities elsewhere.  Don't touch it.

tobacco
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$78.570
Owned Owned
Unknown

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BUY on WEAKNESS

In March it was down to $90.  Since then it has done nothing but go up.  He has a model price of $131.66, or a 14% upside.  Any sort of pull back you want to buy it.  He would love to buy it at $87.

Transportation
0 0 0 0 0
0 comments

In March it was down to $90.  Since then it has done nothing but go up.  He has a model price of $131.66, or a 14% upside.  Any sort of pull back you want to buy it.  He would love to buy it at $87.

Transportation
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$116.460
Owned Owned
Unknown

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HOLD
Linamar Corp(LNR-T) 

August 30, 2018

He would hold it.  It is a great divergence between what the market is doing and what the fundamentals are saying.  Everyone is predicting doom and gloom in the auto sector.  They are right in the heart of Canadian auto parts.  His model price is 102% from where it is.  Once we get clarity on NAFTA and where we are in the auto sector, he would look at it.

transportation equip & components
0 0 0 0 0
0 comments

He would hold it.  It is a great divergence between what the market is doing and what the fundamentals are saying.  Everyone is predicting doom and gloom in the auto sector.  They are right in the heart of Canadian auto parts.  His model price is 102% from where it is.  Once we get clarity on NAFTA and where we are in the auto sector, he would look at it.

transportation equip & components
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$58.840
Owned Owned
Unknown

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DON'T BUY
Altagas Ltd(ALA-T) 

August 30, 2018

They are not even making their dividend.  There is a reverse compounding thing going on where your book value is being eroded.  It is a losing proposition.

oil/gas
0 0 0 0 0
0 comments

They are not even making their dividend.  There is a reverse compounding thing going on where your book value is being eroded.  It is a losing proposition.

oil/gas
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$24.610
Owned Owned
Unknown

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WATCH
Atco Ltd(ACO.X-T) 

August 30, 2018

His model price is $42.16 or an 8% upside.  It is an interest sensitive.  Only buy it at the $36 level.  It should go 10 or 11% lower here.

mngmnt/diversified
0 0 0 0 0
0 comments

His model price is $42.16 or an 8% upside.  It is an interest sensitive.  Only buy it at the $36 level.  It should go 10 or 11% lower here.

mngmnt/diversified
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$38.910
Owned Owned
Unknown

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DON'T BUY
SalesForce.com Inc.(CRM-N) 

August 30, 2018

$59.74 is his model price and it is at 61% above that.  If you ever got a correction or bad news it would be worthy of consideration.

computer software/processing
0 0 0 0 0
0 comments

$59.74 is his model price and it is at 61% above that.  If you ever got a correction or bad news it would be worthy of consideration.

computer software/processing
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$152.140
Owned Owned
Unknown

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COMMENT
Paychex(PAYX-Q) 

August 30, 2018

Model price is 63.70 so it is 12% overvalued.  When it comes back to the model price he would be a buyer.

computer software/processing
0 0 0 0 0
0 comments

Model price is 63.70 so it is 12% overvalued.  When it comes back to the model price he would be a buyer.

computer software/processing
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$72.870
Owned Owned
Unknown

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DON'T BUY
Enbridge(ENB-T) 

August 30, 2018

He thinks it goes to $34.84.  Once they fold in the income fund the balance sheet will get a lot bigger, which is negative for the stock.  With a 6% yield, it is all their income.  There is better value elsewhere.

oil/gas pipelines
0 0 0 0 0
0 comments

He thinks it goes to $34.84.  Once they fold in the income fund the balance sheet will get a lot bigger, which is negative for the stock.  With a 6% yield, it is all their income.  There is better value elsewhere.

oil/gas pipelines
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$45.110
Owned Owned
Unknown

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TOP PICK
Intel(INTC-Q) 

August 30, 2018

If it got into the NVDA business he could not calculate what it would be worth.  The model price is $82.64, or a 70% upside.  The stock is much unloved and has a monopoly position.  He is interested in catalysts that might come along.  (Analysts’ target: $56.45).

electrical/electronic
0 0 0 0 0
0 comments

If it got into the NVDA business he could not calculate what it would be worth.  The model price is $82.64, or a 70% upside.  The stock is much unloved and has a monopoly position.  He is interested in catalysts that might come along.  (Analysts’ target: $56.45).

electrical/electronic
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$48.240
Owned Owned
Yes

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TOP PICK
Cisco(CSCO-Q) 

August 30, 2018

He has been recommending this for years.  It is finally hitting new highs.  His model price is $58.76 or a 24% upside.  It is finally getting its mo-jo.  (Analysts’ target: $50.04).

electrical/electronic
0 0 0 0 0
0 comments

He has been recommending this for years.  It is finally hitting new highs.  His model price is $58.76 or a 24% upside.  It is finally getting its mo-jo.  (Analysts’ target: $50.04).

electrical/electronic
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$47.150
Owned Owned
Yes

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TOP PICK
Bank of America(BAC-N) 

August 30, 2018

Management is really up there in terms of reputation.  Model price is $32.70 or a 5% upside.  They increased their dividend a month and a half ago.  There is still more dividend growth coming.  The financials need to lead the bull market higher.  (Analysts’ target: $34.39).

banks
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Management is really up there in terms of reputation.  Model price is $32.70 or a 5% upside.  They increased their dividend a month and a half ago.  There is still more dividend growth coming.  The financials need to lead the bull market higher.  (Analysts’ target: $34.39).

banks
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$31.010
Owned Owned
Yes

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COMMENT
General Market Comment 

July 17, 2018

Overview. He thinks the fair value of the S&P 500 is about 3800, which is 30% higher than today’s level. He thinks fundamentals are great, especially in the US, which is where most of his focus is. He thinks US government policy (and the associated parts of the Twitterverse) is holding the market down. The S&P hit a high in early February, went through a long consolidation, and has risen back to almost the level it held at its high. He thinks S&P will easily reach that this summer. Beyond that, though, the S&P is running out of time. China is slowing down, world growth is slowing down, and commodities stocks in Canada ex oil are not doing well. Many are down 50%, which also suggests weakness in global growth. He expects a recession in the next year or 18 months. In the recent past, the FAANG stocks have pushed the S&P higher. Netflix stumbled but it looks as though Amazon, Google and Facebook are hitting new highs. The financials are acting well. For S&P to rise 30%, the lead will have to come from the financials not the FAANGs.

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Overview. He thinks the fair value of the S&P 500 is about 3800, which is 30% higher than today’s level. He thinks fundamentals are great, especially in the US, which is where most of his focus is. He thinks US government policy (and the associated parts of the Twitterverse) is holding the market down. The S&P hit a high in early February, went through a long consolidation, and has risen back to almost the level it held at its high. He thinks S&P will easily reach that this summer. Beyond that, though, the S&P is running out of time. China is slowing down, world growth is slowing down, and commodities stocks in Canada ex oil are not doing well. Many are down 50%, which also suggests weakness in global growth. He expects a recession in the next year or 18 months. In the recent past, the FAANG stocks have pushed the S&P higher. Netflix stumbled but it looks as though Amazon, Google and Facebook are hitting new highs. The financials are acting well. For S&P to rise 30%, the lead will have to come from the financials not the FAANGs.

Unknown
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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PARTIAL BUY
Westjet Airlines(WJA-T) 

July 17, 2018

The stock has been going down. It is approaching a critical level according to Model Price theory: EBB-1 level is $17.80. His Model Price is $26.64, which is almost a 50% upside. However, if the stock drops below EBB-1, it could drop to EBB-2, which is $15. He would take a half-position at this level, but if it goes lower, he would sell and buy closer to $14.82. The market is concerned about recent news, such as the unionizing of its staff. However, a positive catalyst in the news could boost the stock an easy 25%. Making money on this stock might require trading around the levels rather than buying and holding.

Transportation
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The stock has been going down. It is approaching a critical level according to Model Price theory: EBB-1 level is $17.80. His Model Price is $26.64, which is almost a 50% upside. However, if the stock drops below EBB-1, it could drop to EBB-2, which is $15. He would take a half-position at this level, but if it goes lower, he would sell and buy closer to $14.82. The market is concerned about recent news, such as the unionizing of its staff. However, a positive catalyst in the news could boost the stock an easy 25%. Making money on this stock might require trading around the levels rather than buying and holding.

Transportation
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$18.130
Owned Owned
Unknown

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BUY

His model price is $44.72, which is a 300% upside. This stock is very high risk but it has been rising recently as he predicted it would. This stock, like Teva and Bausch Health, were part of the most undervalued sector of the market 9 months ago, have been rising, and probably have more to go.

Healthcare
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His model price is $44.72, which is a 300% upside. This stock is very high risk but it has been rising recently as he predicted it would. This stock, like Teva and Bausch Health, were part of the most undervalued sector of the market 9 months ago, have been rising, and probably have more to go.

Healthcare
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$10.830
Owned Owned
Yes

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DON'T BUY
Inter Pipeline(IPL-T) 

July 17, 2018

He calls this an interest-sensitive stock. The dividend of $1.68 is not covered by earnings. Earnings estimates for this year and next are $1.46 and $1.41. Interest-sensitives have had a bounce recently, perhaps because people sense a slowdown coming. He is bearish on the group. He would buy this stock at about $19.60.

oil pipelines
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He calls this an interest-sensitive stock. The dividend of $1.68 is not covered by earnings. Earnings estimates for this year and next are $1.46 and $1.41. Interest-sensitives have had a bounce recently, perhaps because people sense a slowdown coming. He is bearish on the group. He would buy this stock at about $19.60.

oil pipelines
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$24.770
Owned Owned
No

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DON'T BUY
Altagas Ltd(ALA-T) 

July 17, 2018

Under his model, this stock is overpriced by 15%. Also it is paying out over $2 in dividends but is expected to earn only about $1 this year and $1.35 next year. This is similar to Crescent Point. The stock is getting a bump from oil prices but he would not buy it until it comes down to $21.

oil/gas
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Under his model, this stock is overpriced by 15%. Also it is paying out over $2 in dividends but is expected to earn only about $1 this year and $1.35 next year. This is similar to Crescent Point. The stock is getting a bump from oil prices but he would not buy it until it comes down to $21.

oil/gas
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$27.990
Owned Owned
No

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DON'T BUY
Arc Resources Ltd(ARX-T) 

July 17, 2018

His model price is $13.66, so he seeks the stock as almost 6% overvalued. They pay out as much as analysts expect them to earn. There is better value in American stocks.

oil/gas
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His model price is $13.66, so he seeks the stock as almost 6% overvalued. They pay out as much as analysts expect them to earn. There is better value in American stocks.

oil/gas
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$14.590
Owned Owned
No

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WAIT
Enbridge(ENB-T) 

July 17, 2018

This is another interest-sensitive stock that is at risk from rising interest rates. It is overvalued by 10% compared to his model. The company is doing a whole lot of financial engineering. He would like to see the balance sheet after all the shenanigans are finished. He think that ultimately the stock will go to about $35.

oil/gas pipelines
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This is another interest-sensitive stock that is at risk from rising interest rates. It is overvalued by 10% compared to his model. The company is doing a whole lot of financial engineering. He would like to see the balance sheet after all the shenanigans are finished. He think that ultimately the stock will go to about $35.

oil/gas pipelines
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$45.490
Owned Owned
No

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HOLD

The stock has a 61% upside before reaching the model price. It is acquiring another company which creates some volatility. If it breaks below $7, he thinks the stock will go lower and he would set a stop loss for $7.

metal mines
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The stock has a 61% upside before reaching the model price. It is acquiring another company which creates some volatility. If it breaks below $7, he thinks the stock will go lower and he would set a stop loss for $7.

metal mines
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$7.520
Owned Owned
No

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DON'T BUY
Dollarama Inc.(DOL-T) 

July 17, 2018

This stock is way too expensive. It has a negative book value, which pulls the stock out of his Model Pricing approach.

Consumer Products
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This stock is way too expensive. It has a negative book value, which pulls the stock out of his Model Pricing approach.

Consumer Products
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$50.240
Owned Owned
No

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PAST TOP PICK
Apple(AAPL-Q) 

July 17, 2018

 (A Top Pick July 11, 2017. Up 33%). He continues to love Apple. He sees a 17.5% upside.

electrical/electronic
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 (A Top Pick July 11, 2017. Up 33%). He continues to love Apple. He sees a 17.5% upside.

electrical/electronic
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$191.450
Owned Owned
Yes

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PAST TOP PICK
CitiGroup(C-N) 

July 17, 2018

(A Top Pick July 11, 2017. Up 6%). The too-big-to-fail banks have finally recovered and the market trusts their balance sheets. They have given dividend increases and just passed the stress tests. His model price shows a 6% upside but they need to perform well again before rising further.

insurance
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(A Top Pick July 11, 2017. Up 6%). The too-big-to-fail banks have finally recovered and the market trusts their balance sheets. They have given dividend increases and just passed the stress tests. His model price shows a 6% upside but they need to perform well again before rising further.

insurance
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$69.350
Owned Owned
Yes

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PAST TOP PICK
Metlife(MET-N) 

July 17, 2018

(A Top Pick July 11, 2017. Down 7%). This has gone down even as interest rates have come up. He is holding with it, with a very small position. Life insurers are not participating in the financials rally as much as he expected. His model price shows a 47% upside, but the market appears to dislike some aspect of MetLife’s balance sheet and he is not sure what that is. Because he is not sure what is wrong, he would not buy it.

insurance
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(A Top Pick July 11, 2017. Down 7%). This has gone down even as interest rates have come up. He is holding with it, with a very small position. Life insurers are not participating in the financials rally as much as he expected. His model price shows a 47% upside, but the market appears to dislike some aspect of MetLife’s balance sheet and he is not sure what that is. Because he is not sure what is wrong, he would not buy it.

insurance
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$44.190
Owned Owned
Yes

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DON'T BUY
Chevron Texaco(CVX-N) 

July 17, 2018

He likes this stock. His model price is $140, 14% higher than the current price. The dividend is covered by the earnings. He expects it to rise with the market through year-end, if the market rises. However, he thinks there is better value elsewhere.

integrated oils
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He likes this stock. His model price is $140, 14% higher than the current price. The dividend is covered by the earnings. He expects it to rise with the market through year-end, if the market rises. However, he thinks there is better value elsewhere.

integrated oils
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$121.910
Owned Owned
No

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COMMENT
Micron Technology(MU-Q) 

July 17, 2018

This is a cyclical stock. Over half of its business goes to China. It is at peak earnings. His model price is $196.21, which is a 250% upside, but this stock never trades on its earnings because it is cyclical. He expects the stock to trade over and under his EBB+3 price level which, a year from now, is $82, still much higher than its current price around $60. The stock pays no dividend.

computer software/processing
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This is a cyclical stock. Over half of its business goes to China. It is at peak earnings. His model price is $196.21, which is a 250% upside, but this stock never trades on its earnings because it is cyclical. He expects the stock to trade over and under his EBB+3 price level which, a year from now, is $82, still much higher than its current price around $60. The stock pays no dividend.

computer software/processing
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$56.960
Owned Owned
No

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DON'T BUY
McDonalds(MCD-N) 

July 17, 2018

This has negative equity (negative price to book). They blew out all their equity in stock buybacks and other payouts. Passive investing has created a growing trend among S&P-500 companies to ignore their valuation because ETF investors don’t do any analysis. This is evident among defense stocks, consumer discretionary companies, consumer staples, and so on. He does not see companies like this going higher and if the company ever stumbles, there is no book value to fall back on.

food services
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This has negative equity (negative price to book). They blew out all their equity in stock buybacks and other payouts. Passive investing has created a growing trend among S&P-500 companies to ignore their valuation because ETF investors don’t do any analysis. This is evident among defense stocks, consumer discretionary companies, consumer staples, and so on. He does not see companies like this going higher and if the company ever stumbles, there is no book value to fall back on.

food services
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$159.750
Owned Owned
No

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DON'T BUY
Magna Int'l. (A)(MG-T) 

July 17, 2018

This is right in the middle of his “zone.” It could go up or down from here. His model price is $121.13, but this is a cyclical stock near the end of the cycle, so it is unlikely to reach or hold that price. He would buy at $71 and sell at $98. At this price, he would do neither.

Automotive
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This is right in the middle of his “zone.” It could go up or down from here. His model price is $121.13, but this is a cyclical stock near the end of the cycle, so it is unlikely to reach or hold that price. He would buy at $71 and sell at $98. At this price, he would do neither.

Automotive
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$79.960
Owned Owned
No

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DON'T BUY
Air Canada(AC-T) 

July 17, 2018

Has been trading down like WestJet. If it continues its negative trend, it is likely to get to $18.85. Like WestJet, this could rally under the right conditions. He would buy at $18.85, but not now. If it dropped below $18.85, he would sell and buy in again around $15.46.

Transportation
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Has been trading down like WestJet. If it continues its negative trend, it is likely to get to $18.85. Like WestJet, this could rally under the right conditions. He would buy at $18.85, but not now. If it dropped below $18.85, he would sell and buy in again around $15.46.

Transportation
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$21.460
Owned Owned
No

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BUY on WEAKNESS

His model price is $75.91, which is a 20% upside. However, he sees strong resistance at $67.85.He thinks that is the top, for now. He would hold at this price.

food stores
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His model price is $75.91, which is a 20% upside. However, he sees strong resistance at $67.85.He thinks that is the top, for now. He would hold at this price.

food stores
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$62.010
Owned Owned
No

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BUY
Canadian Utilities(CU-T) 

July 17, 2018

This is an interest-sensitive stock. It is currently selling at its model price. The dividend is covered by earnings. He is positive on the stock. The stock has come down a fair bit and is at a good-looking point for buying. If it does go down further, to $31, he would see a warning that the stock is going to go lower. However, there is no sign of that here, yet.

electrical/electronic
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This is an interest-sensitive stock. It is currently selling at its model price. The dividend is covered by earnings. He is positive on the stock. The stock has come down a fair bit and is at a good-looking point for buying. If it does go down further, to $31, he would see a warning that the stock is going to go lower. However, there is no sign of that here, yet.

electrical/electronic
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$32.920
Owned Owned
No

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BUY
Open Text(OTEX-T) 

July 17, 2018

They just announced a dispute with the IRS which affected the stock price today. He expects this to take years to resolve. Canadian software stocks have done very well over time. He would be a buyer on dips, and today’s news created a dip, so he would buy. The model price is $63, which gives a 26% upside from the current price. He would plan to hold this for longer than 5 years. 22. Amazon (AMZN-O)(Doesn’t Own)(Don’t Buy). If the S&P goes higher, certainly Amazon will go higher. It has positive equity, but it is too expensive for a value investor.

computer software/processing
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They just announced a dispute with the IRS which affected the stock price today. He expects this to take years to resolve. Canadian software stocks have done very well over time. He would be a buyer on dips, and today’s news created a dip, so he would buy. The model price is $63, which gives a 26% upside from the current price. He would plan to hold this for longer than 5 years. 22. Amazon (AMZN-O)(Doesn’t Own)(Don’t Buy). If the S&P goes higher, certainly Amazon will go higher. It has positive equity, but it is too expensive for a value investor.

computer software/processing
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$49.370
Owned Owned
Unknown

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TOP PICK
Bank of America(BAC-N) 

July 17, 2018

The last earnings report was excellent. The stock now yields 1.6%. He owns a lot of this personally. His model price is $32.45, which is a 9% upside. He expects it to go to $32.70. If the market moves higher from here, it will be led by the too-big-to-fail banks. (Analysts’ price target is $34.34)

banks
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The last earnings report was excellent. The stock now yields 1.6%. He owns a lot of this personally. His model price is $32.45, which is a 9% upside. He expects it to go to $32.70. If the market moves higher from here, it will be led by the too-big-to-fail banks. (Analysts’ price target is $34.34)

banks
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$30.010
Owned Owned
Yes

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TOP PICK
Intel(INTC-Q) 

July 17, 2018

The stock fell when the CEO left in late June. He wants to buy this stock on the dip. His model price is $79.49 showing a 50% upside. He thinks that old tech has not risen as much as other tech companies, like Micron and nVidia and that leaves opportunity for patient investors. (Analysts’ price target is $58.91)

electrical/electronic
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The stock fell when the CEO left in late June. He wants to buy this stock on the dip. His model price is $79.49 showing a 50% upside. He thinks that old tech has not risen as much as other tech companies, like Micron and nVidia and that leaves opportunity for patient investors. (Analysts’ price target is $58.91)

electrical/electronic
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$51.750
Owned Owned
Yes

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TOP PICK
Cisco(CSCO-Q) 

July 17, 2018

Amazon just said that it is going to start selling servers. Cisco took a hit on that. His model price is $53.16 which indicates a 25% upside. Cisco is a lot more than servers so there is opportunity for this to be a wake-up call to the Board that does more good than harm. (Analysts’ price target is $48.42)

electrical/electronic
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Amazon just said that it is going to start selling servers. Cisco took a hit on that. His model price is $53.16 which indicates a 25% upside. Cisco is a lot more than servers so there is opportunity for this to be a wake-up call to the Board that does more good than harm. (Analysts’ price target is $48.42)

electrical/electronic
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$42.340
Owned Owned
Yes

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COMMENT
General Market Comment 

June 26, 2018

Market. The US dollar is in a bull market. He expects the US dollar, and all assets priced in US dollars, will go substantially higher. He expects this to continue for a 5 to 7 year period. Things look good in the US market. He recommends ignoring the Trump tweets and focusing on the statistics. Fewer companies are participating in the growth than he would like. Financials are going sideways as his models of their value increase. He uses Model Price Theory (https://modelprice.wordpress.com/) and sees rises in interest rates as bullish. He thinks that Europe’s economy is getting substantially worse and that Deutsche Bank’s woes will cause broader problems in Europe.

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Market. The US dollar is in a bull market. He expects the US dollar, and all assets priced in US dollars, will go substantially higher. He expects this to continue for a 5 to 7 year period. Things look good in the US market. He recommends ignoring the Trump tweets and focusing on the statistics. Fewer companies are participating in the growth than he would like. Financials are going sideways as his models of their value increase. He uses Model Price Theory (https://modelprice.wordpress.com/) and sees rises in interest rates as bullish. He thinks that Europe’s economy is getting substantially worse and that Deutsche Bank’s woes will cause broader problems in Europe.

Unknown
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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DON'T BUY
General Electric(GE-N) 

June 26, 2018

It bounced a little today with its plan to spin off health care and oil. His model price for GE is $12.81 and the stock closed yesterday at $12.75. He expects the S&P to issue a negative review on GE’s debt as GE’s balance sheet changes. He would not buy here. He wants the balance sheet to shrink much more before considering it.

electrical/electronic
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It bounced a little today with its plan to spin off health care and oil. His model price for GE is $12.81 and the stock closed yesterday at $12.75. He expects the S&P to issue a negative review on GE’s debt as GE’s balance sheet changes. He would not buy here. He wants the balance sheet to shrink much more before considering it.

electrical/electronic
0 0 0 0 0
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$13.740
Owned Owned
No

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BUY on WEAKNESS
CVS Health Corp(CVS-N) 

June 26, 2018

Model price is $83.03. The stock is at $70.50 today. CVS bottomed out. He expects the high to be about $87. However, any time Amazon can announce again that it is going into the pharma business, CVS will drop. Its downside risk is about $63.60 and he would buy at that price. (Analysts’ price target is $50.41)

specialty stores
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Model price is $83.03. The stock is at $70.50 today. CVS bottomed out. He expects the high to be about $87. However, any time Amazon can announce again that it is going into the pharma business, CVS will drop. Its downside risk is about $63.60 and he would buy at that price. (Analysts’ price target is $50.41)

specialty stores
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$69.810
Owned Owned
Yes

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COMMENT
General Market Comment 

June 26, 2018

Comment on Canadian Banks in the United States. In general, American customers tend to like Canadian banks, so they are positioned to expand there. He would buy the Canadian banks on a pullback but would not buy them today. The upside is not as strong as it was in the past. All over the world, everyone is short Canadian stocks, including Canadian banks. Our debt and valuation are seen as high. So, for example, he would buy TD at $66 compared to its current price of $76.74.

0 0 0 0 0
0 comments

Comment on Canadian Banks in the United States. In general, American customers tend to like Canadian banks, so they are positioned to expand there. He would buy the Canadian banks on a pullback but would not buy them today. The upside is not as strong as it was in the past. All over the world, everyone is short Canadian stocks, including Canadian banks. Our debt and valuation are seen as high. So, for example, he would buy TD at $66 compared to its current price of $76.74.

Unknown
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$0.020
Owned Owned
_N/A

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BUY

The stock traded up to EBB+2 in his model, which is high. At $187.14, it has come back to EBB+1, where he would be a buyer. His model price is $176.92. There’s a risk of it going back to $152.

insurance
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The stock traded up to EBB+2 in his model, which is high. At $187.14, it has come back to EBB+1, where he would be a buyer. His model price is $176.92. There’s a risk of it going back to $152.

insurance
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$186.440
Owned Owned
Unknown

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BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

June 26, 2018

He thinks the company will peak at 58 and might pull back to $42, which is where he would buy it. PAST TOP PICK

integrated oils
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He thinks the company will peak at 58 and might pull back to $42, which is where he would buy it. PAST TOP PICK

integrated oils
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$53.150
Owned Owned
No

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PAST TOP PICK
CitiGroup(C-N) 

June 26, 2018

(A Top Pick August 4, 2017. Down 4%). This rose to $80 in January and is down to 65.52 now. It is struggling at EBB-2, well below his model price ($73.97). The US stress tests will come out this week. He expects dividend increases, which is essential for this stock to move higher. The company pays only about 20% of its profits, compared to 40% at Royal Bank. So he expects a pop soon. However, he thinks that what is happening in Europe will affect American bank stock prices. The European banks are at multi-year lows. However, the large American banks are very well capitalized and in much better shape than the Europeans.

insurance
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(A Top Pick August 4, 2017. Down 4%). This rose to $80 in January and is down to 65.52 now. It is struggling at EBB-2, well below his model price ($73.97). The US stress tests will come out this week. He expects dividend increases, which is essential for this stock to move higher. The company pays only about 20% of its profits, compared to 40% at Royal Bank. So he expects a pop soon. However, he thinks that what is happening in Europe will affect American bank stock prices. The European banks are at multi-year lows. However, the large American banks are very well capitalized and in much better shape than the Europeans.

insurance
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$66.310
Owned Owned
Yes

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PAST TOP PICK
Apple(AAPL-Q) 

June 26, 2018

(A Top Pick August 4, 2017. Up 20%). His model price is $216 and Buffet apparently buys it every day. If he owned it now, he would certainly keep it.

electrical/electronic
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(A Top Pick August 4, 2017. Up 20%). His model price is $216 and Buffet apparently buys it every day. If he owned it now, he would certainly keep it.

electrical/electronic
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$184.430
Owned Owned
Yes

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PAST TOP PICK
Intel(INTC-Q) 

June 26, 2018

(A Top Pick August 4, 2017. Up 40%). It’s coming back down and is lower than his $76.95 model price. The CEO was fired over the weekend. He thinks that second-quarter earnings will be good and this pullback is a good buying opportunity.

electrical/electronic
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(A Top Pick August 4, 2017. Up 40%). It’s coming back down and is lower than his $76.95 model price. The CEO was fired over the weekend. He thinks that second-quarter earnings will be good and this pullback is a good buying opportunity.

electrical/electronic
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$49.670
Owned Owned
Yes

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DON'T BUY
Altagas Ltd(ALA-T) 

June 26, 2018

He would not touch this stock. The high yield is deceptive. It pays out more than it earns and so the balance sheet is deteriorating by 5% per year. His model price is 13% lower than yesterday’s closing price.

oil/gas
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He would not touch this stock. The high yield is deceptive. It pays out more than it earns and so the balance sheet is deteriorating by 5% per year. His model price is 13% lower than yesterday’s closing price.

oil/gas
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$26.340
Owned Owned
No

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DON'T BUY
Aurora Cannabis(ACB-T) 

June 26, 2018

He sees cannabis as no different from the Internet craze in the 1990’s. Between now and October, he expects all these stocks to crash. The equity market is fueling this industry. Enthusiasm is driving the price, not fundamentals. In October, valuation will start being driven by fundamentals and the fundamentals won’t support the prices. The group will go down and then a few survivors will rise, but we don’t which ones yet.

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He sees cannabis as no different from the Internet craze in the 1990’s. Between now and October, he expects all these stocks to crash. The equity market is fueling this industry. Enthusiasm is driving the price, not fundamentals. In October, valuation will start being driven by fundamentals and the fundamentals won’t support the prices. The group will go down and then a few survivors will rise, but we don’t which ones yet.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$9.430
Owned Owned
No

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DON'T BUY
Arc Resources Ltd(ARX-T) 

June 26, 2018

Projected earnings for 2019 are lower than 2018. His model price is 4% lower than the current price. The yield is barely supported by earnings. There is better value elsewhere and the stock is out of favour.

oil/gas
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