Opinions by Rick Stuchberry | StockChase
1098
Rick Stuchberry

Portfolio Manager

ON STOCKCHASE SINCE Nov 2008

Richardson GMP

1098
Rick Stuchberry

Portfolio Manager

ON STOCKCHASE SINCE Nov 2008

Richardson GMP


Opinions by Rick Stuchberry


Signal Opinion Expert Chart
WEAK BUY
Aegon N.V.(AEG-N) 

August 24, 2017

He bought ING-N because they have the banking side with it.  AEG-N is a good competitor.  He is not negative about AEG-N, but found more positive things in ING-N.

Financial Services

He bought ING-N because they have the banking side with it.  AEG-N is a good competitor.  He is not negative about AEG-N, but found more positive things in ING-N.

Financial Services
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$5.810
Owned Owned
No

Must be logged in to use chart
WEAK BUY
This is quite a long-term play. The problem with them is that they get a great plane order and the rails slide and vice a versa. Will probably trade with the market. With the infrastructure build out this is probably okay to have a look at.
transportation equip & components
This is quite a long-term play. The problem with them is that they get a great plane order and the rails slide and vice a versa. Will probably trade with the market. With the infrastructure build out this is probably okay to have a look at.
transportation equip & components
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$3.490
Owned Owned
No

Must be logged in to use chart
WEAK BUY

It is a well managed group of companies but he is not in this sector.  He would look for 10% total return to go into the sector.  This one is very well managed and he does not have anything against the companies but is not participating in the sector.

INDUSTRIAL PRODUCTS

It is a well managed group of companies but he is not in this sector.  He would look for 10% total return to go into the sector.  This one is very well managed and he does not have anything against the companies but is not participating in the sector.

INDUSTRIAL PRODUCTS
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$54.660
Owned Owned
No

Must be logged in to use chart
WEAK BUY

Not sure about the mobile market in China right now.  A very competitive space.  They have been frustrating stock for investors.  When the hang sang break out, this could push higher than you think.

Telecommunications

Not sure about the mobile market in China right now.  A very competitive space.  They have been frustrating stock for investors.  When the hang sang break out, this could push higher than you think.

Telecommunications
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$52.640
Owned Owned
Unknown

Must be logged in to use chart
WEAK BUY

This is a great Canadian company with fabulous properties and it is well managed.  You need energy to start to do something.  If you are optimistic on the energy price and have a long time horizon then this is a great stock.

oil/gas

This is a great Canadian company with fabulous properties and it is well managed.  You need energy to start to do something.  If you are optimistic on the energy price and have a long time horizon then this is a great stock.

oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$38.710
Owned Owned
Unknown

Must be logged in to use chart
WEAK BUY
First Quantum Minerals(FM-T) 

February 8, 2013

He is still in the Silver game, but owns a different one.  These guys are good operators as well.  You have to wait for the silver price to improve.  You can only wait for so long, but this is a pretty good entry point.  Put in a metal stop and don’t get too hurt by it.  This one has some torque to it and tends to go fairly well when silver takes off.

integrated mines

He is still in the Silver game, but owns a different one.  These guys are good operators as well.  You have to wait for the silver price to improve.  You can only wait for so long, but this is a pretty good entry point.  Put in a metal stop and don’t get too hurt by it.  This one has some torque to it and tends to go fairly well when silver takes off.

integrated mines
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$20.250
Owned Owned
No

Must be logged in to use chart
WEAK BUY

He generally plays it with more international stocks.  There are improvements coming and this one will be a beneficiary of them.  It should appreciate over time.

precious metals

He generally plays it with more international stocks.  There are improvements coming and this one will be a beneficiary of them.  It should appreciate over time.

precious metals
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$11.930
Owned Owned
No

Must be logged in to use chart
WEAK BUY

Sold last spring because he thought REITs were pretty fully priced.  He is moving from the income play to income WITH growth now.  It is ok as a replacement for a fixed income instrument.  The dividend is safe.  But if rates start back up then this one will get squeezed.

property mngmnt/investment

Sold last spring because he thought REITs were pretty fully priced.  He is moving from the income play to income WITH growth now.  It is ok as a replacement for a fixed income instrument.  The dividend is safe.  But if rates start back up then this one will get squeezed.

property mngmnt/investment
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$23.230
Owned Owned
Unknown

Must be logged in to use chart
WEAK BUY

This might be a better way to take on the energy sector.  There may be a tax difference between .A and .B shares.  5% dividend.

integrated oils

This might be a better way to take on the energy sector.  There may be a tax difference between .A and .B shares.  5% dividend.

integrated oils
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$67.470
Owned Owned
No

Must be logged in to use chart
WEAK BUY
Toyota(TM-N) 

December 23, 2013

Is affected by overall trend in auto sales.  China’s sales are consistent and higher than the Americans.  #2 of the big internationals in China.  He picked F-N about a year or so and hung his hat on that one.  Thinks you can buy as many as you want in the sector, but he prefers F-N.

Automotive

Is affected by overall trend in auto sales.  China’s sales are consistent and higher than the Americans.  #2 of the big internationals in China.  He picked F-N about a year or so and hung his hat on that one.  Thinks you can buy as many as you want in the sector, but he prefers F-N.

Automotive
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$119.270
Owned Owned
No

Must be logged in to use chart
WATCH
General Market Comment 

August 24, 2017

Japanese Casino Gambling.  He looked at the entire sector a couple of years ago.  He looked more at Chinese gambling, however.  He did not buy.  You want to own gambling stocks when the market is to the upside.  Look for stocks you would like to own in this sector and then watch them through September/October for a low and if there is no correction then continue to watch them until the spring. Get them on the next up leg in the market.

Japanese Casino Gambling.  He looked at the entire sector a couple of years ago.  He looked more at Chinese gambling, however.  He did not buy.  You want to own gambling stocks when the market is to the upside.  Look for stocks you would like to own in this sector and then watch them through September/October for a low and if there is no correction then continue to watch them until the spring. Get them on the next up leg in the market.

Unknown
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$0.020
Owned Owned
No

Must be logged in to use chart
WATCH
Agrium(AGU-T) 

November 26, 2008

Even if they only earn $10 a share, they are still trading at about a PE of 3. Has to be one of the safest areas of the market to be in. At least half their business is in non-fertilizing type products. Very cheap. Might not have bottomed yet so give it a bit of time.
chemicals
Even if they only earn $10 a share, they are still trading at about a PE of 3. Has to be one of the safest areas of the market to be in. At least half their business is in non-fertilizing type products. Very cheap. Might not have bottomed yet so give it a bit of time.
chemicals
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$37.620
Owned Owned
No

Must be logged in to use chart
WATCH
Agrium(AGU-T) 

July 13, 2015

There are some difficulties with the weather. The West is too dry and the East is too wet. This impacts these big companies to a certain extent. This one is very diversified. He wouldn’t chase it. He doesn’t think it is going to break away and take off on you.

chemicals

There are some difficulties with the weather. The West is too dry and the East is too wet. This impacts these big companies to a certain extent. This one is very diversified. He wouldn’t chase it. He doesn’t think it is going to break away and take off on you.

chemicals
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$133.390
Owned Owned
Unknown

Must be logged in to use chart
WATCH
BlackBerry(BB-T) 

July 2, 2010

Getting to the point where it is going to be putting a bottom in here someplace. Wait for a bottom and some upside action with volume before trading. Expecting a comeback. Summer historically is pretty slow.
electrical/electronic
Getting to the point where it is going to be putting a bottom in here someplace. Wait for a bottom and some upside action with volume before trading. Expecting a comeback. Summer historically is pretty slow.
electrical/electronic
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$51.110
Owned Owned
No

Must be logged in to use chart
WATCH
BlackBerry(BB-T) 

August 30, 2010

Almost at the point where you wonder if it's as a value play. External forces of competition and political pressures have been problems. He would wait until the dust settles.
electrical/electronic
Almost at the point where you wonder if it's as a value play. External forces of competition and political pressures have been problems. He would wait until the dust settles.
electrical/electronic
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$48.370
Owned Owned
No

Must be logged in to use chart
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