Stock Opinions by Robert Lauzon - Stockchase Experts

Signal	Opinion	Expert	Chart
N/A	General Market Comment January 31, 2019 Market. The Fed has given the market a clear signal that they will not get in the way of the market short term. It rallied 400 points higher yesterday and is going higher today. Don't be afraid of owning stocks. The drop in the S&P was the worst last month for a December. By year-end he thinks we will hit 3000. Earnings drive stocks so an accommodative Fed should ease credit pressure. M&A will happen and stocks can be valued at a higher level with lower interest rates. It will not go up in a straight line in the next 11 months. We face headwinds for earnings, China and the Fed: two out of three have been check marked and it seems like we will get some kind of agreement with China. 0 0 0 0 0 0 comments	Market. The Fed has given the market a clear signal that they will not get in the way of the market short term. It rallied 400 points higher yesterday and is going higher today. Don't be afraid of owning stocks. The drop in the S&P was the worst last month for a December. By year-end he thinks we will hit 3000. Earnings drive stocks so an accommodative Fed should ease credit pressure. M&A will happen and stocks can be valued at a higher level with lower interest rates. It will not go up in a straight line in the next 11 months. We face headwinds for earnings, China and the Fed: two out of three have been check marked and it seems like we will get some kind of agreement with China. Unknown 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS	UnitedHealth Group Inc(UNH-N) January 31, 2019 It has characteristics of a defensive nature but grows at double digit earnings each year. There are headwinds in that space. Amazon may be entering the pharmacy business. But people are living longer and will need health care longer. Buy it on dips. medical services 0 0 0 0 0 0 comments	It has characteristics of a defensive nature but grows at double digit earnings each year. There are headwinds in that space. Amazon may be entering the pharmacy business. But people are living longer and will need health care longer. Buy it on dips. medical services 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $270.200 Owned Yes	Sign up or Log in to enjoy full view of charts.
WATCH	Whitecap Resources(WCP-T) January 31, 2019 He likes it. It is not a large cap. Money flows have primarily been in the large caps for energy. We are just starting to see money flow into the mid-caps. This one has a nice dividend and has been punished. It could still stay lower for longer. Higher commodity prices and getting pipelines built will all help. He likes the fact that it is light oil and has a dividend. Oil and Gas (Integrated Oils) 0 0 0 0 0 0 comments	He likes it. It is not a large cap. Money flows have primarily been in the large caps for energy. We are just starting to see money flow into the mid-caps. This one has a nice dividend and has been punished. It could still stay lower for longer. Higher commodity prices and getting pipelines built will all help. He likes the fact that it is light oil and has a dividend. Oil and Gas (Integrated Oils) 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $4.430 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Berkshire Hathaway Inc. (B)(BRK.B-N) January 31, 2019 There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund. insurance 0 0 0 0 0 0 comments	There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund. insurance 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $205.540 Owned Unknown	Sign up or Log in to enjoy full view of charts.
WATCH	Teck Resources Ltd. (B)(TECK.B-T) January 31, 2019 It is on his radar as a buy but he has not purchased it yet. A positive decision on tariffs with China should get you to $36. precious metals 0 0 0 0 0 0 comments	It is on his radar as a buy but he has not purchased it yet. A positive decision on tariffs with China should get you to $36. precious metals 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $32.000 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Horizon North Logistics(HNL-T) January 31, 2019 Work Camp Providers. You have to take a long time horizon with it. As LNG becomes a real thing it will benefit them over 3-4 years, trickling in over time. They also do prefab homes. This is a solution for affordable housing. These stocks had a punishment at the end of last year. He thinks they will get back over $2 this year. You could potentially get a doubling in the stock price. oil pipelines 0 0 0 0 0 0 comments	Work Camp Providers. You have to take a long time horizon with it. As LNG becomes a real thing it will benefit them over 3-4 years, trickling in over time. They also do prefab homes. This is a solution for affordable housing. These stocks had a punishment at the end of last year. He thinks they will get back over $2 this year. You could potentially get a doubling in the stock price. oil pipelines 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $1.850 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Altagas Ltd(ALA-T) January 31, 2019 He got out a year and a half ago. They are working out problems of too much debt and an acquisition that did not go as planned. You do not need to be there. See his top picks for one he prefers. He owns a spinout from them from last year. oil/gas 0 0 0 0 0 0 comments	He got out a year and a half ago. They are working out problems of too much debt and an acquisition that did not go as planned. You do not need to be there. See his top picks for one he prefers. He owns a spinout from them from last year. oil/gas 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $13.450 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Husky Energy(HSE-T) January 31, 2019 It is run out of Hong Kong. There are other oil companies. He prefers others. You should not have to worry about how they are managing the business. oil/gas 0 0 0 0 0 0 comments	It is run out of Hong Kong. There are other oil companies. He prefers others. You should not have to worry about how they are managing the business. oil/gas 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $15.590 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Vodafone Group PLC(VOD-Q) January 31, 2019 It is a global Telco. Most of their business is in Europe. He would not go to it. T-N has been really beaten up. SCL-T looks good. Telecommunications 0 0 0 0 0 0 comments	It is a global Telco. Most of their business is in Europe. He would not go to it. T-N has been really beaten up. SCL-T looks good. Telecommunications 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $18.240 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Pfizer Inc(PFE-N) January 31, 2019 (A Top Pick Jan 10/18, Up 21%) This was the conservative pick. He thought it was oversold and it had a nice run back to where it is. He trimmed a little back and is not as positive on it now. They are going to pool their consumer product divisions with Glaxo. Probably 5-10% return this year. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	(A Top Pick Jan 10/18, Up 21%) This was the conservative pick. He thought it was oversold and it had a nice run back to where it is. He trimmed a little back and is not as positive on it now. They are going to pool their consumer product divisions with Glaxo. Probably 5-10% return this year. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $42.450 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Bonavista Energy Corp(BNP-T) January 31, 2019 (A Top Pick Jan 10/18, Down 37%) It is even cheaper now. They did not do the loan growth he thought they would. Right now it is at about a 30% discount to book value. Right now it is a value trap. You could buy this if China and Europe have turned around. oil/gas 0 0 0 0 0 0 comments	(A Top Pick Jan 10/18, Down 37%) It is even cheaper now. They did not do the loan growth he thought they would. Right now it is at about a 30% discount to book value. Right now it is a value trap. You could buy this if China and Europe have turned around. oil/gas 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $1.220 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Freehold Royalties(FRU-T) January 31, 2019 (A Top Pick Jan 10/18, Down 30%) Just at the end of the year it dropped. He thinks this will get back to $12 this year, $14 will require a lot of stars to align. He still likes it and would stick with it. oil/gas 0 0 0 0 0 0 comments	(A Top Pick Jan 10/18, Down 30%) Just at the end of the year it dropped. He thinks this will get back to $12 this year, $14 will require a lot of stars to align. He still likes it and would stick with it. oil/gas 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $8.910 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	SoftBank Corp(9984-JP) January 31, 2019 It owns a diversified suite of assets. It trades at a 30% discount. He likes it. You have to let management surface value with these kinds of conglomerates. Telecommunications 0 0 0 0 0 0 comments	It owns a diversified suite of assets. It trades at a 30% discount. He likes it. You have to let management surface value with these kinds of conglomerates. Telecommunications 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $0.000 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Amazon.com(AMZN-Q) January 31, 2019 At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this. specialty stores 0 0 0 0 0 0 comments	At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this. specialty stores 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $1718.730 Owned Unknown	Sign up or Log in to enjoy full view of charts.
WATCH	Scotts Miracle-Gro Company(SMG-N) January 31, 2019 It is a way to play its core business of plant feed and herbicides. Cannabis adds a sex appeal. He would look at it again at the right price. At 15-16 PE it is appropriate to buy it. It has brand and some growth. misc consumer products 0 0 0 0 0 0 comments	It is a way to play its core business of plant feed and herbicides. Cannabis adds a sex appeal. He would look at it again at the right price. At 15-16 PE it is appropriate to buy it. It has brand and some growth. misc consumer products 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $74.350 Owned No	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Robert Lauzon - Stockchase Experts