Stock Opinions by Michael Bowman - Stockchase Experts
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Michael Bowman

On Stockchase since : Apr 2012

Portfolio Manager at Wickham Investment Management

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Stock Opinions by Michael Bowman - Stockchase Experts

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General Market Comment 

August 27, 2015

Markets. He has never seen the market so oversold as it was on the weekend. Has trouble with the 10% correction. The rally back to uneven has to be longer than 24 hours. Doesn’t think it was a correction, but doesn’t know what it was. If you look at the cause of it on Monday, a couple of hedge funds in the US along with the US$, were quite offside and they were going to shut down the position to hedge that position, and shorted the S&P 500. We have to look at our conventional way of valuing stocks. It is different this time. Stock markets are not driven by analysis; they are driven basically by investor behaviour. We have all kinds of issues in the marketplace now. We have to re-evaluate things and realize that markets are driven by weather, terrorism, geopolitical events, etc. 84% of trades are done by computer trading and only 16% are done by individuals. We have to be looking at stock charts because it tells you what the actions of investors were, throughout that time period of looking at the chart. Investor psychology and investor behaviour is what now drives the marketplace.

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Markets. He has never seen the market so oversold as it was on the weekend. Has trouble with the 10% correction. The rally back to uneven has to be longer than 24 hours. Doesn’t think it was a correction, but doesn’t know what it was. If you look at the cause of it on Monday, a couple of hedge funds in the US along with the US$, were quite offside and they were going to shut down the position to hedge that position, and shorted the S&P 500. We have to look at our conventional way of valuing stocks. It is different this time. Stock markets are not driven by analysis; they are driven basically by investor behaviour. We have all kinds of issues in the marketplace now. We have to re-evaluate things and realize that markets are driven by weather, terrorism, geopolitical events, etc. 84% of trades are done by computer trading and only 16% are done by individuals. We have to be looking at stock charts because it tells you what the actions of investors were, throughout that time period of looking at the chart. Investor psychology and investor behaviour is what now drives the marketplace.

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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$0.020
Owned Owned
_N/A

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N/A
General Market Comment 

August 27, 2015

Energy. Company’s earnings have been fantastic. They mostly have hedges in place until the end of the year, so they are doing lots of production, which forces the price of oil up. He thinks oil is going up a little bit higher when all these hedges come off at the end of 2015.

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Energy. Company’s earnings have been fantastic. They mostly have hedges in place until the end of the year, so they are doing lots of production, which forces the price of oil up. He thinks oil is going up a little bit higher when all these hedges come off at the end of 2015.

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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

August 27, 2015

Which ETF for a best one-year return, oil or gold? A lot of companies are selling oil at a lot higher prices, $75-$95, so they are continually pumping out production. But in 2016, those hedges are going to come off and he thinks production is going to cease in 2016, and a barrel of oil will go higher which will create a demand situation. Remember that the oil situation is not about demand, it is about supply. He is not a “gold” guy. There is no demand from India or Central Banks for gold. He would not be buying anything gold for the next 12 months.

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Which ETF for a best one-year return, oil or gold? A lot of companies are selling oil at a lot higher prices, $75-$95, so they are continually pumping out production. But in 2016, those hedges are going to come off and he thinks production is going to cease in 2016, and a barrel of oil will go higher which will create a demand situation. Remember that the oil situation is not about demand, it is about supply. He is not a “gold” guy. There is no demand from India or Central Banks for gold. He would not be buying anything gold for the next 12 months.

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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
Bombardier Inc (B)(BBD.B-T) 

August 27, 2015

This is so hard to value. We know that the business jets have been weak, which leads to lower margins. Somebody needs to take this company out behind the barn and shoot it. He can’t see any sense in buying this.

transportation equip & components
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This is so hard to value. We know that the business jets have been weak, which leads to lower margins. Somebody needs to take this company out behind the barn and shoot it. He can’t see any sense in buying this.

transportation equip & components
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$1.220
Owned Owned
No

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HOLD

This company has had some very difficult times. If you own, he would hang onto the stock right here.

precious metals
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This company has had some very difficult times. If you own, he would hang onto the stock right here.

precious metals
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$9.070
Owned Owned
Unknown

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COMMENT
Bank of America(BAC-N) 

August 27, 2015

Bank of America (BAC-N) or Morgan Stanley (MS-N)? Thinks there is a lot more value in US banks than in Canadian banks. Doesn’t really have a preference between these 2. The US Bank ETF is a pretty good buy in here. What would really help you is to look at a stock chart and look at the 40 week or 200 day moving average and look where the stock is compared to that average, because it should supply some support.

banks
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Bank of America (BAC-N) or Morgan Stanley (MS-N)? Thinks there is a lot more value in US banks than in Canadian banks. Doesn’t really have a preference between these 2. The US Bank ETF is a pretty good buy in here. What would really help you is to look at a stock chart and look at the 40 week or 200 day moving average and look where the stock is compared to that average, because it should supply some support.

banks
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$16.440
Owned Owned
Unknown

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COMMENT
Morgan Stanley(MS-N) 

August 27, 2015

Bank of America (BAC-N) or Morgan Stanley (MS-N)? He thinks there is a lot more value in US banks than in Canadian banks. Doesn’t really have a preference between these 2. The US Bank ETF is a pretty good buy in here. What would really help you is to look at a stock chart and look at the 40 week or 200 day moving average and look where the stock is compared to that average, because it should supply some support.

investment companies/funds
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Bank of America (BAC-N) or Morgan Stanley (MS-N)? He thinks there is a lot more value in US banks than in Canadian banks. Doesn’t really have a preference between these 2. The US Bank ETF is a pretty good buy in here. What would really help you is to look at a stock chart and look at the 40 week or 200 day moving average and look where the stock is compared to that average, because it should supply some support.

investment companies/funds
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$34.300
Owned Owned
Unknown

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COMMENT
Baytex Energy Corp(BTE-T) 

August 27, 2015

A very innovative company. They have the Eagleford shale play in Texas. He doesn’t know why they would have completely cut the dividend, other than they feel that they have a better place to put that money than to pay it back to shareholders. A great company.

oil/gas
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A very innovative company. They have the Eagleford shale play in Texas. He doesn’t know why they would have completely cut the dividend, other than they feel that they have a better place to put that money than to pay it back to shareholders. A great company.

oil/gas
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$6.180
Owned Owned
Unknown

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BUY

Loves healthcare ETF’s. Keep in mind that in this ETF there is the Pfizer’s and the Merc’s. It is important that everybody should have some healthcare in their portfolio. Equal weight will usually outperform market weight.

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Loves healthcare ETF’s. Keep in mind that in this ETF there is the Pfizer’s and the Merc’s. It is important that everybody should have some healthcare in their portfolio. Equal weight will usually outperform market weight.

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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$42.920
Owned Owned
Unknown

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PAST TOP PICK

(A Top Pick March 5/14. Up 4.16%.) This started out as an ETF company in the US, and now has some ETF’s in Canada. They are going to look at stocks in the S&P 500 based on value and growth. Each company is going to get a score, and the top value companies in the top growth companies are in this ETF.

E.T.F.'s
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(A Top Pick March 5/14. Up 4.16%.) This started out as an ETF company in the US, and now has some ETF’s in Canada. They are going to look at stocks in the S&P 500 based on value and growth. Each company is going to get a score, and the top value companies in the top growth companies are in this ETF.

E.T.F.'s
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$43.680
Owned Owned
Yes

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PAST TOP PICK
Loblaw Companies Ltd(L-T) 

August 27, 2015

(A Top Pick March 5/14. Up 60.55%.) He likes the story for all Canadian grocery stores. This used to be a grocery store, but is now basically a holding company. Only 36% of sales is attributed to groceries. 37% of all sales now are from people who have their loyalty card.

food stores
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(A Top Pick March 5/14. Up 60.55%.) He likes the story for all Canadian grocery stores. This used to be a grocery store, but is now basically a holding company. Only 36% of sales is attributed to groceries. 37% of all sales now are from people who have their loyalty card.

food stores
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$71.350
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick March 5/14. Up 0.90%.) This is all about the Cloud. It gives you access to computer services on demand. It has better storage and is a lot cheaper. Has probably been hurt over the last week or so. A little disappointed in its rate of return.

E.T.F.'s
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(A Top Pick March 5/14. Up 0.90%.) This is all about the Cloud. It gives you access to computer services on demand. It has better storage and is a lot cheaper. Has probably been hurt over the last week or so. A little disappointed in its rate of return.

E.T.F.'s
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$29.060
Owned Owned
Yes

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COMMENT

We have to remember what a Covered Call is. Money comes into this ETF and there is an obligation to Sell stock at a particular price. Covered Calls can limit your upside. Covered calls look great in a trendless market. You don’t want markets way up and you don’t want markets way down. It definitely adds income to your portfolio. When looking at this, you have to look at the marketplace and get some idea where you think the markets are going.

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We have to remember what a Covered Call is. Money comes into this ETF and there is an obligation to Sell stock at a particular price. Covered Calls can limit your upside. Covered calls look great in a trendless market. You don’t want markets way up and you don’t want markets way down. It definitely adds income to your portfolio. When looking at this, you have to look at the marketplace and get some idea where you think the markets are going.

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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$18.170
Owned Owned
Unknown

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BUY
Walt Disney(DIS-N) 

August 27, 2015

Likes this very much here. There was a downgrade on the stock because of some evidence of “cord cutting” on ESPN. That is why the stock dropped off one day last week. The company has a lot of things on their plate and they all seem to tie in together.

entertainment services
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Likes this very much here. There was a downgrade on the stock because of some evidence of “cord cutting” on ESPN. That is why the stock dropped off one day last week. The company has a lot of things on their plate and they all seem to tie in together.

entertainment services
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$102.170
Owned Owned
Yes

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BUY
Linamar Corp(LNR-T) 

August 27, 2015

Good entry point for a 3-5 year horizon? One thing it has going for it is their Sky Jack division, which is performing extremely well. Also, involved with drive trains, transmissions and engines, and all 3 of these components are very important when it comes to emissions and fuel. He likes it at this price.

transportation equip & components
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Good entry point for a 3-5 year horizon? One thing it has going for it is their Sky Jack division, which is performing extremely well. Also, involved with drive trains, transmissions and engines, and all 3 of these components are very important when it comes to emissions and fuel. He likes it at this price.

transportation equip & components
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$69.400
Owned Owned
Unknown

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