Stock Opinions by Norman Levine - Stockchase Experts
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Norman Levine @

On Stockchase since : Feb 2001

Managing Director at Portfolio Management Corp

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Norman Levine Latest Top Picks...

Stock Opinions by Norman Levine - Stockchase Experts

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General Market Comment 

November 8, 2018

Market. Today's event is BBD.B-T. The biggest story is that they are a money pit, taking tax dollars over the long term. Governments just keep throwing money at it over and over. With all the money put into it, where did all the money go and what did tax payers get for it. Their turbo prop is being sold. You have business jets, part of the 'C' series and the transportation business. Every business they are in is political and they just keep bringing the revenue in. This is a trading stock and not an investing stock. The street opinion on this stock is to outperform/buy and nobody ever changes their opinion.
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Market. Today's event is BBD.B-T. The biggest story is that they are a money pit, taking tax dollars over the long term. Governments just keep throwing money at it over and over. With all the money put into it, where did all the money go and what did tax payers get for it. Their turbo prop is being sold. You have business jets, part of the 'C' series and the transportation business. Every business they are in is political and they just keep bringing the revenue in. This is a trading stock and not an investing stock. The street opinion on this stock is to outperform/buy and nobody ever changes their opinion.
Unknown
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Norman Levine

Managing D, Portfolio Management...

Price Price
$0.000
Owned Owned
_N/A

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COMMENT
Bombardier Inc (B)(BBD.B-T) 

November 8, 2018

Today's event is BBD.B-T. The biggest story is that they are a money pit, taking tax dollars over the long term. Governments just keep throwing money at it over and over. With all the money put into it, where did all the money go and what did tax payers get for it. Their turbo prop is being sold. You have business jets, part of the 'C' series and the transportation business. Every business they are in is political and they just keep bringing the revenue in. This is a trading stock and not an investing stock. The street opinion on this stock is to outperform/buy and nobody ever changes their opinion.
transportation equip & components
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Today's event is BBD.B-T. The biggest story is that they are a money pit, taking tax dollars over the long term. Governments just keep throwing money at it over and over. With all the money put into it, where did all the money go and what did tax payers get for it. Their turbo prop is being sold. You have business jets, part of the 'C' series and the transportation business. Every business they are in is political and they just keep bringing the revenue in. This is a trading stock and not an investing stock. The street opinion on this stock is to outperform/buy and nobody ever changes their opinion.
transportation equip & components
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Norman Levine

Managing D, Portfolio Management...

Price Price
$2.410
Owned Owned
Unknown

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DON'T BUY
Dollarama Inc.(DOL-T) 

November 8, 2018

This is a company that had its day. They moved from dollar to two and three and now it is hard to find things for a dollar. At the same time their wage rates have gone up quite a bit. Their consumer is becoming savvier on-line and they don’t have an online product. They have to do something about this business model.
Consumer Products
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This is a company that had its day. They moved from dollar to two and three and now it is hard to find things for a dollar. At the same time their wage rates have gone up quite a bit. Their consumer is becoming savvier on-line and they don’t have an online product. They have to do something about this business model.
Consumer Products
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Norman Levine

Managing D, Portfolio Management...

Price Price
$37.550
Owned Owned
Unknown

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BUY
He does not own ETFs but he owns regional banks and likes the industry very much. See his Top Picks today. Interest rates are going up for sure in the US. The yield curve is flat in the US but showing signs of steepening, which is positive for them. He would buy this one if you are into ETFs.
E.T.F.'s
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He does not own ETFs but he owns regional banks and likes the industry very much. See his Top Picks today. Interest rates are going up for sure in the US. The yield curve is flat in the US but showing signs of steepening, which is positive for them. He would buy this one if you are into ETFs.
E.T.F.'s
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Norman Levine

Managing D, Portfolio Management...

Price Price
$55.770
Owned Owned
No

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SELL
Arc Resources Ltd(ARX-T) 

November 8, 2018

He sold in the last couple of weeks. They are mostly gas and some liquids. The price they are getting has been moving up but it will take time for the infrastructure to get in place for them to get a decent price. Long term LNG projects will be good for them.
oil/gas
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He sold in the last couple of weeks. They are mostly gas and some liquids. The price they are getting has been moving up but it will take time for the infrastructure to get in place for them to get a decent price. Long term LNG projects will be good for them.
oil/gas
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Norman Levine

Managing D, Portfolio Management...

Price Price
$11.920
Owned Owned
No

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BUY
He is quite happy to own this one. CNR-T is more inter-modal and has more US presence, whereas CP-T is more commodity based and is more east-west.
Transportation
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He is quite happy to own this one. CNR-T is more inter-modal and has more US presence, whereas CP-T is more commodity based and is more east-west.
Transportation
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Norman Levine

Managing D, Portfolio Management...

Price Price
$113.160
Owned Owned
No

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BUY
Nutrien Ltd.(NTR-T) 

November 8, 2018

b He bought a few months ago but has very little exposure to commodities. You want to own when base commodities for a company are doing well, which they are. This one is outperforming the Toronto market. It is a good one for an RESP. But keep in mind that these stocks are to be traded.
agriculture
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b He bought a few months ago but has very little exposure to commodities. You want to own when base commodities for a company are doing well, which they are. This one is outperforming the Toronto market. It is a good one for an RESP. But keep in mind that these stocks are to be traded.
agriculture
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Norman Levine

Managing D, Portfolio Management...

Price Price
$74.520
Owned Owned
Yes

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WATCH
FedEx(FDX-N) 

November 8, 2018

He was watching until recently. It has not been a winner this year. Their biggest cost is fuel, and oil went up. AMZN-Q is developing their own transportation infrastructure so competing with them. He is just going to watch it for now.
Transportation
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He was watching until recently. It has not been a winner this year. Their biggest cost is fuel, and oil went up. AMZN-Q is developing their own transportation infrastructure so competing with them. He is just going to watch it for now.
Transportation
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Norman Levine

Managing D, Portfolio Management...

Price Price
$229.400
Owned Owned
No

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BUY on WEAKNESS
Linamar Corp(LNR-T) 

November 8, 2018

He is a long term investor. He bought LNR-T hoping it would be a beneficiary of the NAFTA negotiations. It worked for a day or two and then came down. The negotiations still have to be ratified. Use this as an opportunity to buy this great company at a low price.
transportation equip & components
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He is a long term investor. He bought LNR-T hoping it would be a beneficiary of the NAFTA negotiations. It worked for a day or two and then came down. The negotiations still have to be ratified. Use this as an opportunity to buy this great company at a low price.
transportation equip & components
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Norman Levine

Managing D, Portfolio Management...

Price Price
$49.790
Owned Owned
Yes

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BUY on WEAKNESS
Magna Int'l. (A)(MG-T) 

November 8, 2018

It has a bigger European exposure than LNR-T. You are subject to global trade agreements and the auto cycle. He would buy auto parts companies to take advantage of the weakness.
Automotive
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It has a bigger European exposure than LNR-T. You are subject to global trade agreements and the auto cycle. He would buy auto parts companies to take advantage of the weakness.
Automotive
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Norman Levine

Managing D, Portfolio Management...

Price Price
$68.430
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Nov 21/17, Up 13%) Swiss Chalet, St. Huber and The Keg. They brought in new management and made the two good acquisitions. They should report results any day now and he would stick with this one.
food services
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(A Top Pick Nov 21/17, Up 13%) Swiss Chalet, St. Huber and The Keg. They brought in new management and made the two good acquisitions. They should report results any day now and he would stick with this one.
food services
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Norman Levine

Managing D, Portfolio Management...

Price Price
$27.080
Owned Owned
Yes

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PAST TOP PICK
Open Text(OTEX-T) 

November 8, 2018

(A Top Pick Nov 22/17, Up 7%) Enterprise software and consolidator. They are doing a good job. He met last week with them. He would have them run any business and buy shares. It is a long term hold for him.
computer software/processing
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(A Top Pick Nov 22/17, Up 7%) Enterprise software and consolidator. They are doing a good job. He met last week with them. He would have them run any business and buy shares. It is a long term hold for him.
computer software/processing
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Norman Levine

Managing D, Portfolio Management...

Price Price
$43.850
Owned Owned
Yes

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PAST TOP PICK
Sanofi-Aventis(SNY-N) 

November 8, 2018

(A Top Pick Nov 22/17, Up 5%) They had come off a patent cliff. Now earnings are doing better. The whole US healthcare area is looking good. This one sells at a lower multiple than North American ones.
Pharma & Healthcare
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(A Top Pick Nov 22/17, Up 5%) They had come off a patent cliff. Now earnings are doing better. The whole US healthcare area is looking good. This one sells at a lower multiple than North American ones.
Pharma & Healthcare
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Norman Levine

Managing D, Portfolio Management...

Price Price
$44.980
Owned Owned
Yes

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WEAK BUY
Manulife Financial(MFC-T) 

November 8, 2018

He has SLF-T and two US lifecos. He avoided MFC-T because of legacy products that he had issues with, as well as legacy acquisitions. They are starting to address them one at a time. He likes lifecos but you could own this one.
insurance
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He has SLF-T and two US lifecos. He avoided MFC-T because of legacy products that he had issues with, as well as legacy acquisitions. They are starting to address them one at a time. He likes lifecos but you could own this one.
insurance
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Norman Levine

Managing D, Portfolio Management...

Price Price
$22.330
Owned Owned
No

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DON'T BUY
Laurentian Bank(LB-T) 

November 8, 2018

LB-T vs. BNS-T. Both are safe. He owns BNS-T. It is never a good idea to chase yield. BNS-T is the most international bank in Canada.
banks
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LB-T vs. BNS-T. Both are safe. He owns BNS-T. It is never a good idea to chase yield. BNS-T is the most international bank in Canada.
banks
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Norman Levine

Managing D, Portfolio Management...

Price Price
$42.430
Owned Owned
No

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