William Chin
Portfolio manager at Caldwell Investment Management
Member since: May '16 · 310 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 2.83 | 29 17.79% | 34 20.86% | 24 14.72% | 38 23.31% | 38 23.31% | ||
| 1 Month | 2.15 | 0 0.00% | 9 26.47% | 12 35.29% | 12 35.29% | 1 2.94% | |
| 6 Months | 2.18 | 4 11.76% | 10 29.41% | 4 11.76% | 10 29.41% | 6 17.65% | |
| 12 Months | 3.19 | 6 17.65% | 10 29.41% | 2 5.88% | 4 11.76% | 12 35.29% | |
| 2 Years | 3.16 | 7 21.21% | 1 3.03% | 6 18.18% | 8 24.24% | 11 33.33% | |
| 5 Years | 3.47 | 12 42.86% | 4 14.29% | 0 0.00% | 4 14.29% | 8 28.57% |
Stock Opinions by William Chin
COMMENT
The US Fed has been cutting rates to buffer any negative impact of Trump's aggressive trade moves. It's not surprising that in real terms, U.S. interest rates are negative. Trump's hostile moves have driven global investors to American stocks and ETFs, which are viewed as safe. He specializes in Canadian mid-caps. Canada is two-tiered: one, the household names which are a crowded trade, and two, the midcaps which are great but not big enough to be included in the mutual funds of the big banks. Therefore the midcaps enjoy a discount.
BUY
Strong upward chart in 2019 with a clear base around $36 will provide momentum.
Transportation & Environmental Services
BUY
Oil is a difficult space, but SU is building a base around $40. Strategy: buy the strongest stock in a struggling sector, which is SU. SU has the balance sheet to pick up cheap assets.
integrated oils
BUY ON WEAKNESS
Has a great business line, but not a great stock. It's been rangebound for a while, so you can buy it at $28, then sell at $33-34, and play it that way.
misc industrial products
DON'T BUY
Insurance and hedge businesses lead to some volatility in earnings. The chart doesn't show much, neutral, and doesn't indicate much opportunity. Can't see it going up or down. It's stuck in a range.
insurance
BUY ON WEAKNESS
$35 seems to be resistance Has a pretty good breakout, so the outlook is good. It's overbought. Buy around $32.50.
banks
DON'T BUY
Moving up recently a lot Engineering firm in oil. The down channel looks like it won't stop anytime soon. For him to enter, this needs to build a base. He'd watch this to see if a base forms in six months.
REAL ESTATE
WAIT
It's already breaking out. Resistance goes back to 2018, but he wants to see another month to confirm this breakout. If it does, this will rise to the high-$30s.
mngmnt
diversified
DON'T BUY
It's failed to execute, though it has stopped falling. Hasn't created a meaningful rally.
publishing
printing
DON'T BUY
Natural gas is challenged, while our WCS continues to trade at a big discount to US oil. IPL is rangebound, so look elsewhere for opportunities.
oil pipelines
BUY ON WEAKNESS
A fine upward chart, but overbought. Wait for a correction.
oil
gas pipelines
COMMENT
Carries a lot of debt, so look at the fundamentals, and not only the chart.
oil
gas pipelines
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