Stock Opinions by Robert Lauzon - Stockchase Experts
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Robert Lauzon

On Stockchase since : Dec 2004

Deputy Chief Investment Officer at Middlefield Capital Corporation

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Stock Opinions by Robert Lauzon - Stockchase Experts

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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.
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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.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$0.000
Owned Owned
_N/A

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BUY on WEAKNESS
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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$270.200
Owned Owned
Yes

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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)
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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)
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$4.430
Owned Owned
Unknown

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BUY on WEAKNESS
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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$205.540
Owned Owned
Unknown

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WATCH
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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$32.000
Owned Owned
No

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BUY
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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$1.850
Owned Owned
Yes

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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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$13.450
Owned Owned
No

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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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$15.590
Owned Owned
No

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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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$18.240
Owned Owned
Yes

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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
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(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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$42.450
Owned Owned
Yes

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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
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(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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$1.220
Owned Owned
Yes

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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
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(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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$8.910
Owned Owned
Yes

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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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$0.000
Owned Owned
Yes

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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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$1718.730
Owned Owned
Unknown

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WATCH
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
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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
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$74.350
Owned Owned
No

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