Opinions by Thomas George | StockChase
68
Thomas George

ON STOCKCHASE SINCE Sep 2007

TD Asset Management


Opinions by Thomas George


Signal Opinion Expert Chart
TOP PICK
Wharf Holdings(0004-HK) 

June 12, 2018

He is a fan of properties in Asia.  As long as people move up that wealth curve, their properties continue to be worth more and more.  (Analysts’ target: 29.76).

property mngmnt/investment

He is a fan of properties in Asia.  As long as people move up that wealth curve, their properties continue to be worth more and more.  (Analysts’ target: 29.76).

property mngmnt/investment
Thomas George

, TD Asset Management...

Price Price
$0.010
Owned Owned
Yes

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N/A
General Market Comment 

June 12, 2018

Market.  He thinks not much of real substance will come of the meeting between US and North Korea.  The problem is what will happen with his twitter feed.  He thinks there is an opportunity for Canada to mitigate the issues with trade tariffs.  Trump is good for the stock market.

Market.  He thinks not much of real substance will come of the meeting between US and North Korea.  The problem is what will happen with his twitter feed.  He thinks there is an opportunity for Canada to mitigate the issues with trade tariffs.  Trump is good for the stock market.

Unknown
Thomas George

, TD Asset Management...

Price Price
$0.020
Owned Owned
_N/A

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N/A
General Market Comment 

June 12, 2018

Crypto Currencies.  Bit coin is very different to the rest.  It is more like digital gold.  It is a store of value or wealth.  The bit coin market is too small to significantly affect the gold market. 

Crypto Currencies.  Bit coin is very different to the rest.  It is more like digital gold.  It is a store of value or wealth.  The bit coin market is too small to significantly affect the gold market. 

Unknown
Thomas George

, TD Asset Management...

Price Price
$0.020
Owned Owned
_N/A

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BUY
General Market Comment 

June 12, 2018

Three recommendations for a mid-career investor with 10 years.  Focus on emerging markets.  Go where the growth is.  Own India and China.  Include Technology.  Marijuana is interesting but be wary of valuation. 

Three recommendations for a mid-career investor with 10 years.  Focus on emerging markets.  Go where the growth is.  Own India and China.  Include Technology.  Marijuana is interesting but be wary of valuation. 

Unknown
Thomas George

, TD Asset Management...

Price Price
$0.020
Owned Owned
Unknown

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HOLD
General Market Comment 

June 12, 2018

Caller owns a bit coin and it has tanked.  Think of it as a store of wealth.  It has all the characteristics of gold.  Hold it for the long term.

Caller owns a bit coin and it has tanked.  Think of it as a store of wealth.  It has all the characteristics of gold.  Hold it for the long term.

Unknown
Thomas George

, TD Asset Management...

Price Price
$0.020
Owned Owned
Unknown

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N/A
General Market Comment 

June 12, 2018

Greenhouses moving from vegetables to pot?  He does not think it is a genuine concern.  You still have to get a regulatory license.  He thinks the black market will oversupply the Canadian market and people won't switch from vegetables to pot.

Greenhouses moving from vegetables to pot?  He does not think it is a genuine concern.  You still have to get a regulatory license.  He thinks the black market will oversupply the Canadian market and people won't switch from vegetables to pot.

Unknown
Thomas George

, TD Asset Management...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
Aurora Cannabis(ACB-T) 

June 12, 2018

They are just serial acquirers that dilute existing shareholders.  You want to own the acquired, rather than the acquirer.

They are just serial acquirers that dilute existing shareholders.  You want to own the acquired, rather than the acquirer.

0
Thomas George

, TD Asset Management...

Price Price
$8.860
Owned Owned
Unknown

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BUY

You own it for the long term.  It is the technology component of an emerging market. 

You own it for the long term.  It is the technology component of an emerging market. 

0
Thomas George

, TD Asset Management...

Price Price
$209.080
Owned Owned
Unknown

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TOP PICK

It is post-generational.  Everybody wants one.  They have a great suit of electrics.  It is a play on the upper middle class.    (Analysts’ target: 97.63).

Automotive

It is post-generational.  Everybody wants one.  They have a great suit of electrics.  It is a play on the upper middle class.    (Analysts’ target: 97.63).

Automotive
Thomas George

, TD Asset Management...

Price Price
$0.000
Owned Owned
Yes

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WATCH

This is an interesting one.  Edibles make a ton of sense.  The biggest margin increase is when you go from oil to edible.  It is an interesting market.  He is struggling with the valuation.

This is an interesting one.  Edibles make a ton of sense.  The biggest margin increase is when you go from oil to edible.  It is an interesting market.  He is struggling with the valuation.

0
Thomas George

, TD Asset Management...

Price Price
$0.000
Owned Owned
Unknown

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PAST TOP PICK
Etsy Inc.(ETSY-Q) 

June 12, 2018

(A Top Pick May 14/18, Up 13%)  It is a baby AMZN-Q.  Connecting unique sellers with buyers.  This is an interesting play, trading at half the multiple of AMZN-Q.  It actually makes money.

Technology

(A Top Pick May 14/18, Up 13%)  It is a baby AMZN-Q.  Connecting unique sellers with buyers.  This is an interesting play, trading at half the multiple of AMZN-Q.  It actually makes money.

Technology
Thomas George

, TD Asset Management...

Price Price
$33.220
Owned Owned
Yes

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DON'T BUY
Facebook(FB-Q) 

June 12, 2018

It seems the overhang of Cambridge Analytica has passed.  But he would far prefer to own GOOGL-Q.  FB-Q is the intersection of all of your private life so there is always this data that is out there.  He thinks the regulatory overhang for the entire sector is a challenge.

It seems the overhang of Cambridge Analytica has passed.  But he would far prefer to own GOOGL-Q.  FB-Q is the intersection of all of your private life so there is always this data that is out there.  He thinks the regulatory overhang for the entire sector is a challenge.

0
Thomas George

, TD Asset Management...

Price Price
$192.400
Owned Owned
Unknown

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PAST TOP PICK

(A Top Pick May 14/18, Up 4%)  This is a space that continues to grow.  He likes that people are coming to their ecosystem. 

Business Services

(A Top Pick May 14/18, Up 4%)  This is a space that continues to grow.  He likes that people are coming to their ecosystem. 

Business Services
Thomas George

, TD Asset Management...

Price Price
$1148.190
Owned Owned
Yes

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DON'T BUY

He is bullish on crypto currency mining.  What is coming down the road he calls proof-of-stake.  He prefers HUT-X.

He is bullish on crypto currency mining.  What is coming down the road he calls proof-of-stake.  He prefers HUT-X.

0
Thomas George

, TD Asset Management...

Price Price
$1.020
Owned Owned
Unknown

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PAST TOP PICK

(A Top Pick May 14/18, Down 21%)  It had a tough go since he was on.  He continues to believe it is one of the best plays to get exposure to bit coin.  It is a well run company.

Technology

(A Top Pick May 14/18, Down 21%)  It had a tough go since he was on.  He continues to believe it is one of the best plays to get exposure to bit coin.  It is a well run company.

Technology
Thomas George

, TD Asset Management...

Price Price
$3.250
Owned Owned
Yes

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