Stock Opinions by Zachary Curry - Stockchase Experts
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Zachary Curry

On Stockchase since : May 2013

Chief Operating Officer & Portfolio Manager at Davis-Rea Ltd.

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Stock Opinions by Zachary Curry - Stockchase Experts

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COMMENT
General Market Comment 

February 12, 2019

The markets won't return to last year's highs. He's cautious and conservative according to the metrics he's seen. A mix of negatives and positives. Bearish on commodity prices, but this actually benefits economies because interest rates will stay flat. This is a positive. Wait and see. If things slow down too much, it's a negative. But the sweet spot of low rates is also possible. US-China trade talks resolving will be very positive, removing market uncertainty.
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The markets won't return to last year's highs. He's cautious and conservative according to the metrics he's seen. A mix of negatives and positives. Bearish on commodity prices, but this actually benefits economies because interest rates will stay flat. This is a positive. Wait and see. If things slow down too much, it's a negative. But the sweet spot of low rates is also possible. US-China trade talks resolving will be very positive, removing market uncertainty.
Unknown
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
They've shifted well from hard retailer to online, but all retail is very tough. He wants to see online growth here. It's in an uber-competitive space, especially online. He sees better retail stocks elsewhere, like Amazon.
specialty stores
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They've shifted well from hard retailer to online, but all retail is very tough. He wants to see online growth here. It's in an uber-competitive space, especially online. He sees better retail stocks elsewhere, like Amazon.
specialty stores
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$146.250
Owned Owned
Unknown

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BUY
Well-diversified and Warren Buffet is a very good investor. Includes Wells Fargo and Coke, which are strong, defensive names. There's a sucession issue, but the team is good. Succession will be a short-term issue only; Buffet is probably prepared. You can own this for a long time.
insurance
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Well-diversified and Warren Buffet is a very good investor. Includes Wells Fargo and Coke, which are strong, defensive names. There's a sucession issue, but the team is good. Succession will be a short-term issue only; Buffet is probably prepared. You can own this for a long time.
insurance
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$309282.470
Owned Owned
Unknown

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COMMENT
Dollarama Inc.(DOL-T) 

February 12, 2019

YTD it's done much better than last year. It's more highly valued than, say, Canadian Tire, though DOL is a better stock. People will still shop at DOL; their products are cheap. Introducing credit cards doubled the spend size in shops. A defensive name and they're growing online. To buy this, the multiple must be much lower; this stock needs to be cheaper. Also, there is competition to consider. That said, DOL is selling items for $2, 3, 4 which increases margins.
Consumer Products
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YTD it's done much better than last year. It's more highly valued than, say, Canadian Tire, though DOL is a better stock. People will still shop at DOL; their products are cheap. Introducing credit cards doubled the spend size in shops. A defensive name and they're growing online. To buy this, the multiple must be much lower; this stock needs to be cheaper. Also, there is competition to consider. That said, DOL is selling items for $2, 3, 4 which increases margins.
Consumer Products
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$35.380
Owned Owned
No

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BUY
Interest rates won't rise much, which should help this. He likes APR's concept of owning the land on car dealerships which continue to pay APR (and its stockholders). He doesn't see a decrease in car sales.
REAL ESTATE
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Interest rates won't rise much, which should help this. He likes APR's concept of owning the land on car dealerships which continue to pay APR (and its stockholders). He doesn't see a decrease in car sales.
REAL ESTATE
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$10.400
Owned Owned
Yes

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COMMENT
Facebook(FB-Q) 

February 12, 2019

Will unethical practices hurt FB? He owned this before. More regulation will effect media companies like Facebook. But FB is so dominant with so much data. So, this is a risk. He thinks the worst data scores are behind them. Growth numbers are great. You know where your ad dollars are going. This comes down to government pressures and possible regulation. He's very cautious about FB. Perhaps take some shares off the table.
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Will unethical practices hurt FB? He owned this before. More regulation will effect media companies like Facebook. But FB is so dominant with so much data. So, this is a risk. He thinks the worst data scores are behind them. Growth numbers are great. You know where your ad dollars are going. This comes down to government pressures and possible regulation. He's very cautious about FB. Perhaps take some shares off the table.
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$166.350
Owned Owned
No

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BUY
BCE Inc.(BCE-T) 

February 12, 2019

BCE vs. BNS for dividend growth and a long-term holding He owns both. Two different companies. The view on interest rates is positive for both. BCE: telecoms won't suffer from cord cutting, since they have a stake in streaming as well; and wireless, cable and interest rates are still high in Canada. BNS: just added to his holding; been a poor performer in the past year, but their international exposure is a positive; pays a good dividend; and this is a safe stock. Canadian banks as a whole earn a lot of money, and he doesn't see problems in this sector. BCE is more defensive, but it comes down to which sector you want.
telephone utilities
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BCE vs. BNS for dividend growth and a long-term holding He owns both. Two different companies. The view on interest rates is positive for both. BCE: telecoms won't suffer from cord cutting, since they have a stake in streaming as well; and wireless, cable and interest rates are still high in Canada. BNS: just added to his holding; been a poor performer in the past year, but their international exposure is a positive; pays a good dividend; and this is a safe stock. Canadian banks as a whole earn a lot of money, and he doesn't see problems in this sector. BCE is more defensive, but it comes down to which sector you want.
telephone utilities
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$57.250
Owned Owned
Yes

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BUY
Park Lawn Corp(PLC-T) 

February 12, 2019

Super demographics help them. Managers have made acqusitions in the U.S. to diversify outside Canada--he likes this. Very positive on this.
REAL ESTATE
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Super demographics help them. Managers have made acqusitions in the U.S. to diversify outside Canada--he likes this. Very positive on this.
REAL ESTATE
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$23.460
Owned Owned
Yes

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PAST TOP PICK
JP Morgan Chase & Co(JPM-N) 

February 12, 2019

(A Top Pick Feb 14/18, Down 9%) Surprised and confounded him. Banks in Canada as well as America took a dive last year. JPM is a one-stop banking shop in the US: commercial banking, investment banking, personal banking. They recently rose their dividend. At the time, interest rates rose, so he though this sector would do quite well. It didn't. He's more positive on US banks vs. Canadian, because of de-regulation there. He's confident in management.
Financial Services
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(A Top Pick Feb 14/18, Down 9%) Surprised and confounded him. Banks in Canada as well as America took a dive last year. JPM is a one-stop banking shop in the US: commercial banking, investment banking, personal banking. They recently rose their dividend. At the time, interest rates rose, so he though this sector would do quite well. It didn't. He's more positive on US banks vs. Canadian, because of de-regulation there. He's confident in management.
Financial Services
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$102.765
Owned Owned
Yes

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PAST TOP PICK
Kelt Exploration(KEL-T) 

February 12, 2019

(A Top Pick Feb 14/18, Down 38%) Canadian oil has been a tough place since the latter months of 2018. Fine managers. They have a huge land position in northeast BC. But this is an unloved sector. Yet, oil demand continues to rise each year. It comes down to timing.
oil/gas
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(A Top Pick Feb 14/18, Down 38%) Canadian oil has been a tough place since the latter months of 2018. Fine managers. They have a huge land position in northeast BC. But this is an unloved sector. Yet, oil demand continues to rise each year. It comes down to timing.
oil/gas
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$4.430
Owned Owned
Yes

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PARTIAL SELL
SNC-Lavalin Group Inc.(SNC-T) 

February 12, 2019

There will be a lot more bad news. It's unfortunate, because infrastructure projects are growing and this bad news will preclude them from bidding on them. Definitely wait. If you hold it, take some shares off the table.
contractors
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There will be a lot more bad news. It's unfortunate, because infrastructure projects are growing and this bad news will preclude them from bidding on them. Definitely wait. If you hold it, take some shares off the table.
contractors
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$33.980
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Feb 14/18, Up 9%) Great dividend. Good allocators of capital.
INDUSTRIAL PRODUCTS
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(A Top Pick Feb 14/18, Up 9%) Great dividend. Good allocators of capital.
INDUSTRIAL PRODUCTS
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$53.040
Owned Owned
Yes

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BUY
Johnson & Johnson(JNJ-N) 

February 12, 2019

It's in a great space now, healthcare, given demographics and technology. The lawsuit will linger for a long time, but it's not hugely material. JNJ is a healthcare conglomrerate with consumer, medical devices and pharma divisions. It's like an ETF. A fine healthcare stock. A long-term hold if you can weather volatility surrounding the lawsuit.
biotechnology/pharmaceutical
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It's in a great space now, healthcare, given demographics and technology. The lawsuit will linger for a long time, but it's not hugely material. JNJ is a healthcare conglomrerate with consumer, medical devices and pharma divisions. It's like an ETF. A fine healthcare stock. A long-term hold if you can weather volatility surrounding the lawsuit.
biotechnology/pharmaceutical
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$133.950
Owned Owned
Unknown

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DON'T BUY
Target Corp(TGT-N) 

February 12, 2019

Target vs. Walmart Walmart: they're growing their online presence much faster than Target's, plus they have size. Target's online has stumbled and is not yet there. Walmart has both stores and online, and growing both faster.
clothing
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Target vs. Walmart Walmart: they're growing their online presence much faster than Target's, plus they have size. Target's online has stumbled and is not yet there. Walmart has both stores and online, and growing both faster.
clothing
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$70.460
Owned Owned
Unknown

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BUY
Walmart Inc(WMT-N) 

February 12, 2019

Target vs. Walmart Walmart: they're growing their online presence much faster than Target's, plus they have size. Target's online has stumbled and is not yet there. Walmart has both stores and online, and growing both faster.
department stores
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Target vs. Walmart Walmart: they're growing their online presence much faster than Target's, plus they have size. Target's online has stumbled and is not yet there. Walmart has both stores and online, and growing both faster.
department stores
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$96.880
Owned Owned
Unknown

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