Stock Opinions by Christine Hughes - Stockchase Experts
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Christine Hughes @

On Stockchase since : Dec 2013

President and Chief Investment Strategist at Otterwood Capital Management

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Stock Opinions by Christine Hughes - Stockchase Experts

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General Market Comment 

September 17, 2014

Economy. Federal reserve is unwinding its money printing, Europe is accelerating it and Japan is doing the same thing. There is a ton of new money being created in the system. As we saw with QE 1, QE 2 and QE 3, it is impossible to tell in advance exactly where that money is going to be channelled. It doesn’t stick. There are no capital controls. Liquidity is going to continue to be tremendous. She continues to be bullish on equities, more so than on bonds and more so on North American equities.

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Economy. Federal reserve is unwinding its money printing, Europe is accelerating it and Japan is doing the same thing. There is a ton of new money being created in the system. As we saw with QE 1, QE 2 and QE 3, it is impossible to tell in advance exactly where that money is going to be channelled. It doesn’t stick. There are no capital controls. Liquidity is going to continue to be tremendous. She continues to be bullish on equities, more so than on bonds and more so on North American equities.

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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
Hudson Bay Co.(HBC-T) 

September 17, 2014

Continues to be a very interesting situation. With the backing of a pension fund, they bought Saks. So far that story has been about financial engineering and unlocking value that was there and about the REIT spin out that is probably coming at the end of this year or early next year. If you hold it through the REIT spin out, what do you do? If you continue to hold, you have to be willing to give them the benefit of the doubt that this is going to be a good retail, it was a very bold, ambitious plan to unroll Saks out into the Canadian marketplace. She expects this will be successful.

department stores
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Continues to be a very interesting situation. With the backing of a pension fund, they bought Saks. So far that story has been about financial engineering and unlocking value that was there and about the REIT spin out that is probably coming at the end of this year or early next year. If you hold it through the REIT spin out, what do you do? If you continue to hold, you have to be willing to give them the benefit of the doubt that this is going to be a good retail, it was a very bold, ambitious plan to unroll Saks out into the Canadian marketplace. She expects this will be successful.

department stores
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$17.510
Owned Owned
No

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COMMENT
Toronto Dominion(TD-T) 

September 17, 2014

With your bond background, how do you approach a stock like this? Her approach to this is the same as her approach to any stock. It is whether or not the risk area of the market is a good idea at the time. You have to deflect to the bond market and not to the earnings for this bank as that is backwards looking and the bond market is dynamic current and forward-looking. If we are in the stage of the cycle that is positive for equities and the bond market is supportive of that, it means the banks are making money. She likes this bank.

banks
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With your bond background, how do you approach a stock like this? Her approach to this is the same as her approach to any stock. It is whether or not the risk area of the market is a good idea at the time. You have to deflect to the bond market and not to the earnings for this bank as that is backwards looking and the bond market is dynamic current and forward-looking. If we are in the stage of the cycle that is positive for equities and the bond market is supportive of that, it means the banks are making money. She likes this bank.

banks
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$57.350
Owned Owned
Yes

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HOLD
Apple(AAPL-Q) 

September 17, 2014

In terms of the area of the market that this is in, NASDAQ has proven itself over the last several months to continue to be the leader through this mid-cycle turn. The sector has a lot of things going for it. The refresh for Apple is going extremely well. If you own, she would continue to ride it.

electrical/electronic
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In terms of the area of the market that this is in, NASDAQ has proven itself over the last several months to continue to be the leader through this mid-cycle turn. The sector has a lot of things going for it. The refresh for Apple is going extremely well. If you own, she would continue to ride it.

electrical/electronic
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$101.580
Owned Owned
Unknown

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COMMENT
General Electric(GE-N) 

September 17, 2014

She likes this and likes industrials in general a lot, because we are in the midst of a business cycle maturing. In terms of the midterm of the business cycle, industrials do well. That is because business spending picks up.

electrical/electronic
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She likes this and likes industrials in general a lot, because we are in the midst of a business cycle maturing. In terms of the midterm of the business cycle, industrials do well. That is because business spending picks up.

electrical/electronic
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$26.270
Owned Owned
No

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HOLD
Altaba Inc(AABA-Q) 

September 17, 2014

Alibaba IPO is not that well known in terms of the retail public, but it is a tremendous IPO and rumours are that once it starts trading, it will come out at a $170 billion market cap. Because there is so little of it and so much demand, they will take it up to $200 billion quickly. Every $5 billion change in the market cap of Alibaba has the impact of almost $0.90 on Yahoo. Because of this, she is hearing that this company can get to $70.

computer software/processing
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Alibaba IPO is not that well known in terms of the retail public, but it is a tremendous IPO and rumours are that once it starts trading, it will come out at a $170 billion market cap. Because there is so little of it and so much demand, they will take it up to $200 billion quickly. Every $5 billion change in the market cap of Alibaba has the impact of almost $0.90 on Yahoo. Because of this, she is hearing that this company can get to $70.

computer software/processing
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$42.590
Owned Owned
Unknown

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PAST TOP PICK

(A Top Pick Dec 10/13. Up 46.86%.) They have continued with rolling up collision repair shops, so each acquisition that they make, they bring it under the fold and immediately the insurance companies start sending business to the new shops. Because of this, same-store sales go up immediately. Also, the freezing cold winter created a lot of collisions.

other services
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(A Top Pick Dec 10/13. Up 46.86%.) They have continued with rolling up collision repair shops, so each acquisition that they make, they bring it under the fold and immediately the insurance companies start sending business to the new shops. Because of this, same-store sales go up immediately. Also, the freezing cold winter created a lot of collisions.

other services
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$42.300
Owned Owned
Yes

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PAST TOP PICK
DHX Media(DHX.B-T) 

September 17, 2014

(A Top Pick Dec 10/13. Up 73.91%.) Still a Buy on pullbacks. It’s the US investors that are taking it up now. It’s content and the value of content has increased away from the distribution channels such as TV, Internet, etc. They can take all of their content and create new episodes.

other services
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(A Top Pick Dec 10/13. Up 73.91%.) Still a Buy on pullbacks. It’s the US investors that are taking it up now. It’s content and the value of content has increased away from the distribution channels such as TV, Internet, etc. They can take all of their content and create new episodes.

other services
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$8.170
Owned Owned
Yes

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PAST TOP PICK
BSM Technologies(GPS-T) 

September 17, 2014

(A Top Pick Dec 10/13. Down 38.56%.) Sold her holdings. Kept disappointing on earnings.

electrical/electronic
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(A Top Pick Dec 10/13. Down 38.56%.) Sold her holdings. Kept disappointing on earnings.

electrical/electronic
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$1.950
Owned Owned
No

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BUY
DH Corporation(DH-T) 

September 17, 2014

Has a really boring stable business of cheque writing, which is shrinking. A recent software acquisition has facilitated bank loans, which has been a big win for them. As they continue to integrate and develop, it will continue to create synergies.

other services
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Has a really boring stable business of cheque writing, which is shrinking. A recent software acquisition has facilitated bank loans, which has been a big win for them. As they continue to integrate and develop, it will continue to create synergies.

other services
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$33.140
Owned Owned
No

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BUY on WEAKNESS
Inter Pipeline(IPL-T) 

September 17, 2014

Historically these pipelines are expensive. Interest rates have been falling for some time and now the Fed is saying that next year they could be looking at tightening if things go well. However, backlogs are bigger than she has seen in the last 25 years. Because of this, they deserve a higher valuation. Pipelines in general have growth potential and growth in earnings and they have huge dividends. You want to buy these opportunistically.

oil pipelines
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Historically these pipelines are expensive. Interest rates have been falling for some time and now the Fed is saying that next year they could be looking at tightening if things go well. However, backlogs are bigger than she has seen in the last 25 years. Because of this, they deserve a higher valuation. Pipelines in general have growth potential and growth in earnings and they have huge dividends. You want to buy these opportunistically.

oil pipelines
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$37.050
Owned Owned
Unknown

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BUY
Precision Drilling(PD-T) 

September 17, 2014

We need fewer gas drilling rigs for the number of holes because of horizontal drilling. They can produce far more per well than on the conventional vertical. However, on the whole natural gas picture, there is a lot of supply. We are coming into winter right now and storage currently is 20% less than last year. We’ll see better pricing on natural gas and more exploration. However, you get through the winter and you are into the 1st year of LNG exporting. Because of this, she thinks we are in a bottoming phase for natural gas prices over the next few years.

oil/gas field services
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We need fewer gas drilling rigs for the number of holes because of horizontal drilling. They can produce far more per well than on the conventional vertical. However, on the whole natural gas picture, there is a lot of supply. We are coming into winter right now and storage currently is 20% less than last year. We’ll see better pricing on natural gas and more exploration. However, you get through the winter and you are into the 1st year of LNG exporting. Because of this, she thinks we are in a bottoming phase for natural gas prices over the next few years.

oil/gas field services
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$12.570
Owned Owned
Unknown

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BUY

In a rate rising scenario, you are locked in to your contracts. These are longer-term in nature. She feels this one can manage through a higher rate environment. These are retirement residences and because of deaths their portfolio is culled continuously and they can adjust to a higher rate environment. This has 90% occupancy.

property mngmnt/investment
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In a rate rising scenario, you are locked in to your contracts. These are longer-term in nature. She feels this one can manage through a higher rate environment. These are retirement residences and because of deaths their portfolio is culled continuously and they can adjust to a higher rate environment. This has 90% occupancy.

property mngmnt/investment
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$11.000
Owned Owned
Yes

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HOLD

This is a great company to be holding. Its main business lines are very, very stable. A very GDP type of growth, so it is not volatile. Because of this, the dividend is very secure. Made a sizable in-market acquisition last year and those synergies have yet to come through. You are earning 5% just waiting for the synergies to kick in.

investment companies/funds
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This is a great company to be holding. Its main business lines are very, very stable. A very GDP type of growth, so it is not volatile. Because of this, the dividend is very secure. Made a sizable in-market acquisition last year and those synergies have yet to come through. You are earning 5% just waiting for the synergies to kick in.

investment companies/funds
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Christine Hughe

President , Otterwood Capital Ma...

Price Price
$20.950
Owned Owned
Yes

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COMMENT
Alphabet Inc (C)(GOOG-Q) 

September 17, 2014

There has been a lot of pressure on tech stocks with the selling to make way for the Alibaba IPO. This creates a buying opportunity. Google’s hands are in absolutely everything. She likes it. Incredibly well managed.

Business Services
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There has been a lot of pressure on tech stocks with the selling to make way for the Alibaba IPO. This creates a buying opportunity. Google’s hands are in absolutely everything. She likes it. Incredibly well managed.

Business Services
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0 comments
Christine Hughe

President , Otterwood Capital Ma...

Price Price
$593.290
Owned Owned
No

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