Stock Opinions by John O'Connell, CFA - Stockchase Experts
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John O'Connell, CFA

On Stockchase since : Aug 2006

Chairman and CEO at Davis Rea

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Stock Opinions by John O'Connell, CFA - Stockchase Experts

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COMMENT
General Market Comment 

May 13, 2019

Markets. He's a longer term investor. The downturn is not a positive, but it's not going to be forever. Tariffs are only a 2.5% hit to US consumers and businesses. Won't drive the economy into a deep recession. Record low unemployment in the US. We don't buy everything from China.
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Markets. He's a longer term investor. The downturn is not a positive, but it's not going to be forever. Tariffs are only a 2.5% hit to US consumers and businesses. Won't drive the economy into a deep recession. Record low unemployment in the US. We don't buy everything from China.
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
General Market Comment 

May 13, 2019

How much leverage does the US have in the trade negotiations? They have greater leverage than China does. China isn't going to sell US treasuries, as that would make their situation worse. China owes a lot of US debt, and they can't sell it or it would destroy their own economy. Problem is that Trump negotiating through Twitter is backing China into a corner, and China is very proud. It will work its way through the political process, and people will forget all about the recent dustup.
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How much leverage does the US have in the trade negotiations? They have greater leverage than China does. China isn't going to sell US treasuries, as that would make their situation worse. China owes a lot of US debt, and they can't sell it or it would destroy their own economy. Problem is that Trump negotiating through Twitter is backing China into a corner, and China is very proud. It will work its way through the political process, and people will forget all about the recent dustup.
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
General Market Comment 

May 13, 2019

Buy the dip? He doesn't pay a lot of attention to day to day markets. The market's not trading at outrageous prices. Profits will only be down 1.5% this year. The sky is not falling. This is not a positive, and we don't know how investor psychology will affect the markets, but Americans are spending money, so it's not the end of the world.
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Buy the dip? He doesn't pay a lot of attention to day to day markets. The market's not trading at outrageous prices. Profits will only be down 1.5% this year. The sky is not falling. This is not a positive, and we don't know how investor psychology will affect the markets, but Americans are spending money, so it's not the end of the world.
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
General Market Comment 

May 13, 2019

Opinion on Canadian banks. Canadian banks are fine. Good dividends, reasonable valuations, well capitalized, earnings have grown rapidly. Only real issue is probably can't keep growth rate going. Growth rate in mortgages and consumer credit will be slower than historically. But it doesn't mean they're bad investments. Real estate valuations are reasonable, despite the big centres like Toronto and Vancouver.
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Opinion on Canadian banks. Canadian banks are fine. Good dividends, reasonable valuations, well capitalized, earnings have grown rapidly. Only real issue is probably can't keep growth rate going. Growth rate in mortgages and consumer credit will be slower than historically. But it doesn't mean they're bad investments. Real estate valuations are reasonable, despite the big centres like Toronto and Vancouver.
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$0.000
Owned Owned
Unknown

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SPECULATIVE BUY
Thinks they'll be able to pivot, though it will take time. He's optimistic. E-sports gaming is big. Live streaming through the cloud and subscription basis are positives. Large cash flow to spend on new games and new verticals. Wouldn't be surprised to see M&A in the sector. Not a certainty, so a volatile stock.
computer software/processing
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Thinks they'll be able to pivot, though it will take time. He's optimistic. E-sports gaming is big. Live streaming through the cloud and subscription basis are positives. Large cash flow to spend on new games and new verticals. Wouldn't be surprised to see M&A in the sector. Not a certainty, so a volatile stock.
computer software/processing
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$43.410
Owned Owned
Unknown

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WAIT
Microsoft(MSFT-Q) 

May 13, 2019

Likes it, keeping an eye on it. Would like to own some if it gets beat up enough. CEO is doing positive things. Leveraging Windows platform vertically. Gaming business will continue to grow. LinkedIn has more monetization opportunities. Reasonable valuations.
computer software/processing
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Likes it, keeping an eye on it. Would like to own some if it gets beat up enough. CEO is doing positive things. Leveraging Windows platform vertically. Gaming business will continue to grow. LinkedIn has more monetization opportunities. Reasonable valuations.
computer software/processing
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$123.350
Owned Owned
No

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BUY
Cenovus Energy(CVE-T) 

May 13, 2019

Likes it a lot. Trading cheaper than other major energy companies. Huge leverage to higher oil prices. Paid down debt. Will be well ahead of targets to reduce debt. By summer, if we're lucky, should see dividend increases. Well run, reasonable valuations. Wouldn't hesitate to own it down here.
oil/gas
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Likes it a lot. Trading cheaper than other major energy companies. Huge leverage to higher oil prices. Paid down debt. Will be well ahead of targets to reduce debt. By summer, if we're lucky, should see dividend increases. Well run, reasonable valuations. Wouldn't hesitate to own it down here.
oil/gas
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$11.780
Owned Owned
Yes

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BUY
Very well run, decent dividend, trades at fair valuations. May or may not get back down to $100, but doesn't think it likely. His time frame to own is 5-10 years. Well diversified international bank.
Financial Services
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Very well run, decent dividend, trades at fair valuations. May or may not get back down to $100, but doesn't think it likely. His time frame to own is 5-10 years. Well diversified international bank.
Financial Services
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$109.450
Owned Owned
Yes

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COMMENT
General Market Comment 

May 13, 2019

Asset mix in a TFSA. Capital gains are the most useful tool in a TFSA. If you put 100% in equities, with a 5-year view or more, you'd do better than putting it in fixed income. Buy 2 or 3 stocks. Don't worry about the timing too much, as long as you can stay disciplined. Treat it as you would buying your house.
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Asset mix in a TFSA. Capital gains are the most useful tool in a TFSA. If you put 100% in equities, with a 5-year view or more, you'd do better than putting it in fixed income. Buy 2 or 3 stocks. Don't worry about the timing too much, as long as you can stay disciplined. Treat it as you would buying your house.
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Likes it. Very well run. Thinks energy prices are sustainable at these levels. Nice consistent long-term cash flows. Attractive long-term investment. But realize that it's going to go up and down with the oil/gas quote. Nice dividend, decent valuations.
integrated oils
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Likes it. Very well run. Thinks energy prices are sustainable at these levels. Nice consistent long-term cash flows. Attractive long-term investment. But realize that it's going to go up and down with the oil/gas quote. Nice dividend, decent valuations.
integrated oils
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$42.330
Owned Owned
No

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PAST TOP PICK
Goldman Sachs(GS-N) 

May 13, 2019

(A Top Pick May 31/18, Down 13%) He'd build on it with the drop. Banks have not performed well this year. Caught up in one lawsuit, which is about 3 months profit for the bank. Their digital bank is growing rapidly. Technologically savvy. Well capitalized. Trading at tangible book value, a good time to buy. New CEO shaking things up.
investment companies/funds
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(A Top Pick May 31/18, Down 13%) He'd build on it with the drop. Banks have not performed well this year. Caught up in one lawsuit, which is about 3 months profit for the bank. Their digital bank is growing rapidly. Technologically savvy. Well capitalized. Trading at tangible book value, a good time to buy. New CEO shaking things up.
investment companies/funds
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$194.970
Owned Owned
Yes

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PAST TOP PICK
Keyera Corp(KEY-T) 

May 13, 2019

(A Top Pick May 31/18, Down 10%) Process oil/gas, don't produce anything. Frustrating to own because of market sentiment. Ones that are surviving are well run. Good dividend. Has owned it for a long, long time.
oil/gas
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(A Top Pick May 31/18, Down 10%) Process oil/gas, don't produce anything. Frustrating to own because of market sentiment. Ones that are surviving are well run. Good dividend. Has owned it for a long, long time.
oil/gas
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$31.260
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick May 31/18, Up 18%) Has done well. Very well run, attractive dividend. Turning portfolio over nicely. Very attractive compared to interest rate returns.
INDUSTRIAL PRODUCTS
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(A Top Pick May 31/18, Up 18%) Has done well. Very well run, attractive dividend. Turning portfolio over nicely. Very attractive compared to interest rate returns.
INDUSTRIAL PRODUCTS
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$56.140
Owned Owned
Yes

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DON'T BUY
AT&T(T-N) 

May 13, 2019

AT&T vs. BCE. Two issues are currency and market size. Likes BCE's balance sheet better, but worries about ability to withstand competition if Canada ever deregulates telcos. AT&T has a lot of debt, and he worries about ability to pay it down and still pay the dividend. AT&T lives in a deregulated market. They're trying to pivot and be a data provider at a time when government's saying you can't sell data. The content war is big and rough. Would avoid the space.
Telecommunications
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AT&T vs. BCE. Two issues are currency and market size. Likes BCE's balance sheet better, but worries about ability to withstand competition if Canada ever deregulates telcos. AT&T has a lot of debt, and he worries about ability to pay it down and still pay the dividend. AT&T lives in a deregulated market. They're trying to pivot and be a data provider at a time when government's saying you can't sell data. The content war is big and rough. Would avoid the space.
Telecommunications
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$30.470
Owned Owned
Unknown

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DON'T BUY
BCE Inc.(BCE-T) 

May 13, 2019

BCE vs. AT&T. Two issues are currency and market size. Likes BCE's balance sheet better, but worries about ability to withstand competition if Canada ever deregulates telcos. AT&T has a lot of debt, and he worries about ability to pay it down and still pay the dividend. AT&T lives in a deregulated market. They're trying to pivot and be a data provider at a time when government's saying you can't sell data. The content war is big and rough. Would avoid the space.
telephone utilities
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BCE vs. AT&T. Two issues are currency and market size. Likes BCE's balance sheet better, but worries about ability to withstand competition if Canada ever deregulates telcos. AT&T has a lot of debt, and he worries about ability to pay it down and still pay the dividend. AT&T lives in a deregulated market. They're trying to pivot and be a data provider at a time when government's saying you can't sell data. The content war is big and rough. Would avoid the space.
telephone utilities
0 0 0 0 0
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$59.860
Owned Owned
Unknown

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