Stock Opinions by Kash Pashootan

Stock Opinions by Kash Pashootan - Stockchase Experts

Signal	Opinion	Expert	Chart
N/A	General Market Comment March 7, 2019 Market. It is a big change from how we ended the year. He is on the more cautious side. It is great to see a 'V' shaped recovery but he thinks a there is not a lot that has changed. We were overdue for a correction. The strength of the recovery makes him say that we are back to the point where we need another correction. The US market is healthy. When you break it down you find it is a small group of stocks. He thinks it is healthy that those stocks have retreated. 0 0 0 0 0 0 comments	Market. It is a big change from how we ended the year. He is on the more cautious side. It is great to see a 'V' shaped recovery but he thinks a there is not a lot that has changed. We were overdue for a correction. The strength of the recovery makes him say that we are back to the point where we need another correction. The US market is healthy. When you break it down you find it is a small group of stocks. He thinks it is healthy that those stocks have retreated. Unknown 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.

N/A	General Market Comment March 7, 2019 Early Forties, no debt. How to construct portfolio. Start with investing in what you understand. Keep it to a time tested recipe. Time-tested dividends are the way to go. ETFs are recommended. Keep it simple. Start with the US market. As capital grows start to become more customized. 0 0 0 0 0 0 comments	Early Forties, no debt. How to construct portfolio. Start with investing in what you understand. Keep it to a time tested recipe. Time-tested dividends are the way to go. ETFs are recommended. Keep it simple. Start with the US market. As capital grows start to become more customized. Unknown 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Walmart Inc(WMT-N) March 7, 2019 They executed in a very difficult environments, fending off the AMZN-Q effect. They have scope and attractive prices. They are effective in growing their online presence. It is over 20 times price to earnings. He invests in those who can raise dividends. Wal-Mart is modernizing stores so there will be a drain. Dividend increases are not overly likely. department stores 0 0 0 0 0 0 comments	They executed in a very difficult environments, fending off the AMZN-Q effect. They have scope and attractive prices. They are effective in growing their online presence. It is over 20 times price to earnings. He invests in those who can raise dividends. Wal-Mart is modernizing stores so there will be a drain. Dividend increases are not overly likely. department stores 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $97.450 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Laurentian Bank(LB-T) March 7, 2019 The juicy dividend sticks out. He thinks it is safe, but you have to be able to stomach some volatility. Their business lines are concentrated on the Canadian consumer, vs. BNS-T, which is international. The dividend is safe but it could have a 20% correction from here. It is not a screaming buy although the yield is tough to replace. banks 0 0 0 0 0 0 comments	The juicy dividend sticks out. He thinks it is safe, but you have to be able to stomach some volatility. Their business lines are concentrated on the Canadian consumer, vs. BNS-T, which is international. The dividend is safe but it could have a 20% correction from here. It is not a screaming buy although the yield is tough to replace. banks 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $40.360 Owned Unknown	Sign up or Log in to enjoy full view of charts.
PARTIAL BUY	Dollarama Inc.(DOL-T) March 7, 2019 Reports on March 28th. He does not own it but it has been one of the darlings on the TSX this decade. It has its challenges. Last year we saw same store sales drop. It has come off its highs but is starting to rebound. 22 times price to earnings. The decline is not meaningful enough to back up the truck. Take a third or a half position. Be ready to buy on weakness. Consumer Products 0 0 0 0 0 0 comments	Reports on March 28th. He does not own it but it has been one of the darlings on the TSX this decade. It has its challenges. Last year we saw same store sales drop. It has come off its highs but is starting to rebound. 22 times price to earnings. The decline is not meaningful enough to back up the truck. Take a third or a half position. Be ready to buy on weakness. Consumer Products 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $36.750 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Power Financial Corp(PWF-T) March 7, 2019 It is a well established business. It is diversified. There is the wealth management business. The dividend is safe. The broad mutual fund business is under pressure. Buy it for yield but not for growth. See Canadian banks. finance/leasing 0 0 0 0 0 0 comments	It is a well established business. It is diversified. There is the wealth management business. The dividend is safe. The broad mutual fund business is under pressure. Buy it for yield but not for growth. See Canadian banks. finance/leasing 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $29.790 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Canadian Imperial Bank of Commerce(CM-T) March 7, 2019 They are the most attractive from a valuation basis. 5% yield. Canadian banks above 5% yield are always a buy. CM-T has not participated in recent strength in banks. It’s a buying opportunity. banks 0 0 0 0 0 0 comments	They are the most attractive from a valuation basis. 5% yield. Canadian banks above 5% yield are always a buy. CM-T has not participated in recent strength in banks. It’s a buying opportunity. banks 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $112.330 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Toyota(TM-N) March 7, 2019 He thinks the US economy is in a better shape than the Canadian. As you raise interest rates your currency gets stronger so he thinks the US$ will strengthen and US equities will strengthen. You need to be cautious with AUTOs. We are seeing a slowdown. Electrification and hybrid vehicles present uncertainty. He does not know where this company stands with electric vehicles. Automotive 0 0 0 0 0 0 comments	He thinks the US economy is in a better shape than the Canadian. As you raise interest rates your currency gets stronger so he thinks the US$ will strengthen and US equities will strengthen. You need to be cautious with AUTOs. We are seeing a slowdown. Electrification and hybrid vehicles present uncertainty. He does not know where this company stands with electric vehicles. Automotive 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $117.240 Owned Unknown	Sign up or Log in to enjoy full view of charts.
N/A	General Market Comment March 7, 2019 Geopolitical risk, BREXIT. Can low correlated assets become more correlated? He thinks so in public markets. Often when one market goes down, they all go down. You need to look at private assets. 0 0 0 0 0 0 comments	Geopolitical risk, BREXIT. Can low correlated assets become more correlated? He thinks so in public markets. Often when one market goes down, they all go down. You need to look at private assets. Unknown 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Magna Int'l. (A)(MG-T) March 7, 2019 (A Top Pick Feb 06/18, Up 1%) You get the diversification when you own this. They are well positioned to where future growth is coming from. He continues to own it. It is not expensive and you get a reasonable dividend. Automotive 0 0 0 0 0 0 comments	(A Top Pick Feb 06/18, Up 1%) You get the diversification when you own this. They are well positioned to where future growth is coming from. He continues to own it. It is not expensive and you get a reasonable dividend. Automotive 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $67.380 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Broadcom(AVGO-Q) March 7, 2019 (A Top Pick Feb 06/18, Up 14%) They had challenges last year. There was one acquisition that failed and one that the market did not like. They bought CA and the stock was punished once again. Still they recovered from the lows. It makes sense on a long term basis. It is a top of class name. 0 0 0 0 0 0 comments	(A Top Pick Feb 06/18, Up 14%) They had challenges last year. There was one acquisition that failed and one that the market did not like. They bought CA and the stock was punished once again. Still they recovered from the lows. It makes sense on a long term basis. It is a top of class name. 0 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $265.510 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	National Bank of Canada(NA-T) March 7, 2019 (A Top Pick Feb 06/18, Up 3%) It was a value play. He is more excited now about the value of BNS-T and CM-T. banks 0 0 0 0 0 0 comments	(A Top Pick Feb 06/18, Up 3%) It was a value play. He is more excited now about the value of BNS-T and CM-T. banks 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $61.850 Owned Yes	Sign up or Log in to enjoy full view of charts.
WATCH	Transcontinental Inc. (A)(TCL.A-T) March 7, 2019 It's down about 35% over 52 weeks. They were in the print business and transitioned away from print. They divested and reinvested in assets to be more established in the packaging space. Previous acquisitions have worked well. You have to have patience with it. The dividend is safe for the time being. They took on a lot of debt when they made the acquisition. It's early and it will take time. publishing/printing 0 0 0 0 0 0 comments	It's down about 35% over 52 weeks. They were in the print business and transitioned away from print. They divested and reinvested in assets to be more established in the packaging space. Previous acquisitions have worked well. You have to have patience with it. The dividend is safe for the time being. They took on a lot of debt when they made the acquisition. It's early and it will take time. publishing/printing 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $17.300 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	TFI International Inc(TFII-T) March 7, 2019 They have done a great job. The earnings have grown but the multiple has not skyrocketed. You are not paying a major premium to own it here. It had a meaningful correction and he thinks there is more upside to be had. There is no reason to hold back from buying or adding to the position. It does not fit his portfolio at this time. Transportation 0 0 0 0 0 0 comments	They have done a great job. The earnings have grown but the multiple has not skyrocketed. You are not paying a major premium to own it here. It had a meaningful correction and he thinks there is more upside to be had. There is no reason to hold back from buying or adding to the position. It does not fit his portfolio at this time. Transportation 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $39.500 Owned No	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Brookfield Property Partners(BPY.UN-T) March 7, 2019 They have certainly executed but you are paying a premium for it. The chart looks like a 'V' and when this happens he gets concerned. (Analysts’ price target is $31.00) REAL ESTATE 0 0 0 0 0 0 comments	They have certainly executed but you are paying a premium for it. The chart looks like a 'V' and when this happens he gets concerned. (Analysts’ price target is $31.00) REAL ESTATE 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $26.200 Owned Unknown	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Kash Pashootan - Stockchase Experts