Stock Opinions by Kash Pashootan - Stockchase Experts
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Kash Pashootan @

On Stockchase since : Jan 2015

Sr. VP & Portfolio Manager

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Stock Opinions by Kash Pashootan - Stockchase Experts


Signal Opinion Expert Chart
N/A
General Market Comment 

September 27, 2018

Market.  Emerging Markets.  They were very important a year ago for portfolio strategists.  Now, the US has done well and the emerging markets have really suffered.  Sometimes what did work will continue to work.  He sees a year later that emerging market assets have become more expensive.  Volatility is more pronounced in the emerging markets ETFs.  The FANG stocks have been rock stars.  There is a tendency to leave the capital there but you have to understand the risk.  Investors should not place too much complacency on certain names just because they have been okay to date. 

Market.  Emerging Markets.  They were very important a year ago for portfolio strategists.  Now, the US has done well and the emerging markets have really suffered.  Sometimes what did work will continue to work.  He sees a year later that emerging market assets have become more expensive.  Volatility is more pronounced in the emerging markets ETFs.  The FANG stocks have been rock stars.  There is a tendency to leave the capital there but you have to understand the risk.  Investors should not place too much complacency on certain names just because they have been okay to date. 

Unknown
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$0.020
Owned Owned
_N/A

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DON'T BUY

Don’t let that high yield seduce you into buying the name.  We have seen that with the cutting of the dividend.  They had a challenging ride.  There was a lot of stability at ten dollars but then it fell to $4.  The market cannot tell what the outlook is for the next 4 years.

entertainment services

Don’t let that high yield seduce you into buying the name.  We have seen that with the cutting of the dividend.  They had a challenging ride.  There was a lot of stability at ten dollars but then it fell to $4.  The market cannot tell what the outlook is for the next 4 years.

entertainment services
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$4.330
Owned Owned
Unknown

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BUY
General Market Comment 

September 27, 2018

Principal protected notes.  They are often abrogated products that often tend to be a partner product for those selling them and then buying them.  You have to look at them for the possibility of making money and the probability.  Many investors don't understand these investments.

Principal protected notes.  They are often abrogated products that often tend to be a partner product for those selling them and then buying them.  You have to look at them for the possibility of making money and the probability.  Many investors don't understand these investments.

Unknown
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$0.020
Owned Owned
Unknown

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BUY
JP Morgan Chase & Co(JPM-N) 

September 27, 2018

It is a nicely diversified bank with half from retail then the rest from investment banking and wealth management.  You have to look at them in the light of any other banks you own.  Rates have only gone up in the short term and not the long end, which you need.  He thinks it is probable that the dividend will grow. 

Financial Services

It is a nicely diversified bank with half from retail then the rest from investment banking and wealth management.  You have to look at them in the light of any other banks you own.  Rates have only gone up in the short term and not the long end, which you need.  He thinks it is probable that the dividend will grow. 

Financial Services
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$114.520
Owned Owned
No

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BUY
Bank of America(BAC-N) 

September 27, 2018

BAC-N vs. C-N.  Why is C-N momentum faster than BAC-N?  It is not just about the quality of that business but also what you are paying to acquire it.  Both of these names longer term will be okay.  He likes BAC-N.  It is diversified and heavily into the US economy.

banks

BAC-N vs. C-N.  Why is C-N momentum faster than BAC-N?  It is not just about the quality of that business but also what you are paying to acquire it.  Both of these names longer term will be okay.  He likes BAC-N.  It is diversified and heavily into the US economy.

banks
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$29.940
Owned Owned
Unknown

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WEAK BUY
CitiGroup(C-N) 

September 27, 2018

BAC-N vs. C-N.  Why is C-N momentum faster than BAC-N?  It is not just about the quality of that business but also what you are paying to acquire it.  Both of these names longer term will be okay.  He likes BAC-N.  It is diversified and heavily into the US economy.

insurance

BAC-N vs. C-N.  Why is C-N momentum faster than BAC-N?  It is not just about the quality of that business but also what you are paying to acquire it.  Both of these names longer term will be okay.  He likes BAC-N.  It is diversified and heavily into the US economy.

insurance
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$72.950
Owned Owned
Unknown

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BUY
First Capital Realty(FCR-T) 

September 27, 2018

He does not own REITs but this is probably his favourite in the space.  They did it right in the right markets.  They created liberty village.  They really did well pumping money into Hazelton Lanes.  He believes it is still selling at a discount to its NAV.

property mngmnt/investment

He does not own REITs but this is probably his favourite in the space.  They did it right in the right markets.  They created liberty village.  They really did well pumping money into Hazelton Lanes.  He believes it is still selling at a discount to its NAV.

property mngmnt/investment
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$19.380
Owned Owned
No

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WEAK BUY
Laurentian Bank(LB-T) 

September 27, 2018

When you look at TD-T and BMO-T, they have been the best performing banks this year and because of the US exposure.  He is not sure this is where he would go with profits, compared to RBC and so on, they are very different businesses. 

banks

When you look at TD-T and BMO-T, they have been the best performing banks this year and because of the US exposure.  He is not sure this is where he would go with profits, compared to RBC and so on, they are very different businesses. 

banks
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$43.600
Owned Owned
No

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PAST TOP PICK
Telus Corp(T-T) 

September 27, 2018

(A Top Pick Aug 15/17, Up 13%)  If you compare how it has done to other telcos, it is pretty impressive.  They are focused on the wireless space which is where the growth is coming from.  He continues to buy it.

telephone utilities

(A Top Pick Aug 15/17, Up 13%)  If you compare how it has done to other telcos, it is pretty impressive.  They are focused on the wireless space which is where the growth is coming from.  He continues to buy it.

telephone utilities
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$48.100
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick Aug 15/17, Down 5%)  It has done really well for several years now, transitioning from the printing space to the packaging space.  Most recently they missed on their numbers and it spooked the markets – be patent.  It is still really cheap and the dividend is strong.  This is a great entry point.

publishing/printing

(A Top Pick Aug 15/17, Down 5%)  It has done really well for several years now, transitioning from the printing space to the packaging space.  Most recently they missed on their numbers and it spooked the markets – be patent.  It is still really cheap and the dividend is strong.  This is a great entry point.

publishing/printing
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$22.760
Owned Owned
Yes

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PAST TOP PICK
CASH(CASH) 

September 27, 2018

(A Top Pick Aug 15/17)  You want to continue to hold some cash.

N/A

(A Top Pick Aug 15/17)  You want to continue to hold some cash.

N/A
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$0.010
Owned Owned
Yes

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BUY

It has had a nice run.  They are newer to the US marketplace.  There is still juice left from that acquisition, to materialize.  He likes where they are and would be buying it here for the medium to long term.

banks

It has had a nice run.  They are newer to the US marketplace.  There is still juice left from that acquisition, to materialize.  He likes where they are and would be buying it here for the medium to long term.

banks
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$122.320
Owned Owned
Yes

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HOLD
BCE Inc.(BCE-T) 

September 27, 2018

All of the interest sensitives have been beaten up to some degree.  People forget that this is an equity.  With rising interest rates you are seeing it selling off.  They have more wire-line business that the market does not think is the way of the future.  They are doing great things but you have to remember that they are an equity.  There will continue to be downward pressure to interest sensitives.

telephone utilities

All of the interest sensitives have been beaten up to some degree.  People forget that this is an equity.  With rising interest rates you are seeing it selling off.  They have more wire-line business that the market does not think is the way of the future.  They are doing great things but you have to remember that they are an equity.  There will continue to be downward pressure to interest sensitives.

telephone utilities
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$52.860
Owned Owned
Yes

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SELL
Enbridge(ENB-T) 

September 27, 2018

He has not been in this one for some time.  The recent acquisitions are confusing.

oil/gas pipelines

He has not been in this one for some time.  The recent acquisitions are confusing.

oil/gas pipelines
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$42.300
Owned Owned
No

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BUY

He likes the asset management space.  They have a very strong balance sheet.  He prefers this parent to the other Brookfields.

management/diversified

He likes the asset management space.  They have a very strong balance sheet.  He prefers this parent to the other Brookfields.

management/diversified
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$58.010
Owned Owned
No

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