Opinions by Zachary Curry | StockChase
456
Zachary Curry

Chief Operating Officer & Portfolio Manager

ON STOCKCHASE SINCE May 2013

Davis-Rea Ltd.

http://www.davisrea.com/contact/

456
Zachary Curry

Chief Operating Officer & Portfolio Manager

ON STOCKCHASE SINCE May 2013

Davis-Rea Ltd.

http://www.davisrea.com/contact/


Opinions by Zachary Curry


Signal Opinion Expert Chart
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Visa Inc.(V-N) 

April 7, 2014

You could wait for a better opportunity.  There is pressure on these names from litigation on the cards from class actions.  Fees going down a bit would easily affect their bottom line.  Prefers over MasterCard.

other services

You could wait for a better opportunity.  There is pressure on these names from litigation on the cards from class actions.  Fees going down a bit would easily affect their bottom line.  Prefers over MasterCard.

other services
Zachary Curry

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

PricePrice
$203.410
Owned Owned
Unknown

Must be logged in to use chart
DON'T BUY
Time Warner Inc(TWX-N) 

May 19, 2015

You could find better returns in a name like Disney (DIS-N), which is based on the content side. This is more on the class of distribution side of things. Internet service, etc. is a space that is very competitive. (See Top Picks.)

Broadcasting

You could find better returns in a name like Disney (DIS-N), which is based on the content side. This is more on the class of distribution side of things. Internet service, etc. is a space that is very competitive. (See Top Picks.)

Broadcasting
Zachary Curry

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

PricePrice
$85.710
Owned Owned
No

Must be logged in to use chart
HOLD
Manulife Financial(MFC-T) 

November 19, 2013

You are very well hedged in this. If equities keep rising, you are doing okay. If the tapering issue starts again and interest-rate rise, this company would be able to reinvest their fixed income, proceeds at higher rates. Feels that insurance and annuities will be a good business going forward.

insurance

You are very well hedged in this. If equities keep rising, you are doing okay. If the tapering issue starts again and interest-rate rise, this company would be able to reinvest their fixed income, proceeds at higher rates. Feels that insurance and annuities will be a good business going forward.

insurance
Zachary Curry

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

PricePrice
$19.980
Owned Owned
No

Must be logged in to use chart
HOLD

You are going to see volatility because it is a new company and they are breaking ground.  It is a question of where they grow.  There is no reason to sell it though.

You are going to see volatility because it is a new company and they are breaking ground.  It is a question of where they grow.  There is no reason to sell it though.

0
Zachary Curry

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

PricePrice
$14.880
Owned Owned
Unknown

Must be logged in to use chart
DON'T BUY
Bank of Nova Scotia(BNS-T) 

November 19, 2013

Wouldn’t want to be jumping into banks with 2 feet at this time. Stocks have had a very good run. This one has the benefit of being in the international segment and there is some benefit to that in terms of emerging markets which have come down. Canadian housing market is still a very prominent feature of the banks.

banks

Wouldn’t want to be jumping into banks with 2 feet at this time. Stocks have had a very good run. This one has the benefit of being in the international segment and there is some benefit to that in terms of emerging markets which have come down. Canadian housing market is still a very prominent feature of the banks.

banks
Zachary Curry

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

PricePrice
$65.980
Owned Owned
Unknown

Must be logged in to use chart
WAIT
Home Depot(HD-N) 

April 7, 2014

Would not buy at this level.  The stock has had a great run.  You get renovations as well as new home building benefiting them. It will come down eventually.  Should do well as people start to repair after winter storm damage.  No rush to sell.  Best in class.  There will be a lot of pent up demand.

specialty stores

Would not buy at this level.  The stock has had a great run.  You get renovations as well as new home building benefiting them. It will come down eventually.  Should do well as people start to repair after winter storm damage.  No rush to sell.  Best in class.  There will be a lot of pent up demand.

specialty stores
Zachary Curry

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

PricePrice
$77.130
Owned Owned
Unknown

Must be logged in to use chart
WAIT

With their REIT, the real estate assets are better than the Canadian Tire deal. Other REITS have a portfolio, whereas the Loblaws or Canadian Tire, it's one thing only.

Hyper competitive sector. A one time cash hoard. Wait to see what their growth forcast is.

food stores

With their REIT, the real estate assets are better than the Canadian Tire deal. Other REITS have a portfolio, whereas the Loblaws or Canadian Tire, it's one thing only.

Hyper competitive sector. A one time cash hoard. Wait to see what their growth forcast is.

food stores
Zachary Curry

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

PricePrice
$46.700
Owned Owned
Unknown

Must be logged in to use chart
COMMENT
Inter Pipeline(IPL-T) 

November 19, 2013

Very well run company. Just recently did a conversion from an LP to a corporation, which he feels is a good thing. Have a lot of good, big projects that will add cash flow going forward. Feels there is better growth in this than in the larger names. Smaller projects and more manageable. His target would be high $20-low $30.

oil pipelines

Very well run company. Just recently did a conversion from an LP to a corporation, which he feels is a good thing. Have a lot of good, big projects that will add cash flow going forward. Feels there is better growth in this than in the larger names. Smaller projects and more manageable. His target would be high $20-low $30.

oil pipelines
Zachary Curry

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

PricePrice
$25.960
Owned Owned
Yes

Must be logged in to use chart
DON'T BUY
JP Morgan Chase & Co(JPM-N) 

August 21, 2013

Very similar to a lot of the banks whereby the results of late have increased and have done quite well but there is still a lot of headwinds. Growth in banks could be more positive but the headwinds need to go away first. Prefers other banks over this one.

Financial Services

Very similar to a lot of the banks whereby the results of late have increased and have done quite well but there is still a lot of headwinds. Growth in banks could be more positive but the headwinds need to go away first. Prefers other banks over this one.

Financial Services
Zachary Curry

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

PricePrice
$51.630
Owned Owned
No

Must be logged in to use chart
DON'T BUY

Used to own it, doesn't now. Doesn't think it's a great business.

Utilities

Used to own it, doesn't now. Doesn't think it's a great business.

Utilities
Zachary Curry

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

PricePrice
$6.360
Owned Owned
No

Must be logged in to use chart
TOP PICK

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.

Pharma & Healthcare

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.

Pharma & Healthcare
Zachary Curry

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

PricePrice
$29.600
Owned Owned
Yes

Must be logged in to use chart
TOP PICK

Under 10 times earnings.  Fingers in all the pieces of the pie.  Consumer, business and asset management.  Payout around 40% and he sees this as growing.  2.6% yield could be better.  Potential for international growth.  He hopes the litigation issues are all behind them.  Thinks there is less uncertainty with them. 

Financial Services

Under 10 times earnings.  Fingers in all the pieces of the pie.  Consumer, business and asset management.  Payout around 40% and he sees this as growing.  2.6% yield could be better.  Potential for international growth.  He hopes the litigation issues are all behind them.  Thinks there is less uncertainty with them. 

Financial Services
Zachary Curry

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

PricePrice
$59.000
Owned Owned
Yes

Must be logged in to use chart
COMMENT
BCE Inc.(BCE-T) 

June 21, 2016

Trimmed half his position 2 years ago. Considers this to more of a utility rather than a growth stock. The recent Manitoba Tel (MBT-T) will bode well for them and their dividend. Payout ratio is fairly high. The dividend goes up every year. They are going to have to find some avenue to continue the growth of the dividend.

telephone utilities

Trimmed half his position 2 years ago. Considers this to more of a utility rather than a growth stock. The recent Manitoba Tel (MBT-T) will bode well for them and their dividend. Payout ratio is fairly high. The dividend goes up every year. They are going to have to find some avenue to continue the growth of the dividend.

telephone utilities
Zachary Curry

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

PricePrice
$59.740
Owned Owned
Yes

Must be logged in to use chart
BUY on WEAKNESS
Caterpillar(CAT-N) 

November 19, 2013

Took advantage by buying a half position when it dropped to the mid-$70s. Has good exposure on the resource side. If there is some good news out of China, it could pop. From a company’s point of view, they are doing good things with what they have. They sell equipment and parts, but are starting to get into the service side a little where they are monitoring and gathering data on equipment and customers, which allows them to get another revenue stream.

machinery

Took advantage by buying a half position when it dropped to the mid-$70s. Has good exposure on the resource side. If there is some good news out of China, it could pop. From a company’s point of view, they are doing good things with what they have. They sell equipment and parts, but are starting to get into the service side a little where they are monitoring and gathering data on equipment and customers, which allows them to get another revenue stream.

machinery
Zachary Curry

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

PricePrice
$83.670
Owned Owned
Yes

Must be logged in to use chart
COMMENT

This whole industry is fascinating. All these companies are going through a period where they are trying to merge. The whole sector demographically is positive. He is keeping an eye on this, but not ready to pull the trigger yet.

medical services

This whole industry is fascinating. All these companies are going through a period where they are trying to merge. The whole sector demographically is positive. He is keeping an eye on this, but not ready to pull the trigger yet.

medical services
Zachary Curry

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

PricePrice
$127.040
Owned Owned
No

Must be logged in to use chart
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