Stock Opinions by Gerard Ferguson - Stockchase Experts
WATCH LIST
212
Gerard Ferguson @

On Stockchase since : Jun 2016

CEO & Portfolio Manager at Jemekk Capital Management

Reveal Expert Performance

Gerard Ferguson hasn’t left any messages.


Gerard Ferguson Latest Top Picks...

Stock Opinions by Gerard Ferguson - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
General Market Comment 

February 5, 2019

Markets trading higher today in the US. Tale of two markets for the last two months. Trade tariffs with China, corporate earnings growth, rising interest rates and slowing economy in US, which impacted markets down south and in Canada. In January, reversal of many of those factors. Closer to China trade deal, resilient corporate earnings, recession pushed off, Fed less aggressive. Q1 has started extremely strong, and if it continues, provides a good base for equity markets.
0 0 0 0 0
0 comments
Markets trading higher today in the US. Tale of two markets for the last two months. Trade tariffs with China, corporate earnings growth, rising interest rates and slowing economy in US, which impacted markets down south and in Canada. In January, reversal of many of those factors. Closer to China trade deal, resilient corporate earnings, recession pushed off, Fed less aggressive. Q1 has started extremely strong, and if it continues, provides a good base for equity markets.
Unknown
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 5, 2019

Do we need the US and China to reach a trade deal? Equity markets are important to Trump, and a deal will push them higher. We're going to get a resolution with China and tariffs. March deadline will probably be pushed out. It will be a fair trade deal, but good for Trump and his popularity, a springboard to launch the next election.
0 0 0 0 0
0 comments
Do we need the US and China to reach a trade deal? Equity markets are important to Trump, and a deal will push them higher. We're going to get a resolution with China and tariffs. March deadline will probably be pushed out. It will be a fair trade deal, but good for Trump and his popularity, a springboard to launch the next election.
Unknown
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 5, 2019

Earnings season thus far. Earnings season is as usual. Most companies beat because they guide towards a number they can beat. Recent anomaly is that companies have disappointed, but the market goes higher. So the market is looking out 12 months. Corporate earnings are moving higher, just at a decelerated rate. 2019 will move higher and provide a good base for the market.
0 0 0 0 0
0 comments
Earnings season thus far. Earnings season is as usual. Most companies beat because they guide towards a number they can beat. Recent anomaly is that companies have disappointed, but the market goes higher. So the market is looking out 12 months. Corporate earnings are moving higher, just at a decelerated rate. 2019 will move higher and provide a good base for the market.
Unknown
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Shopify Inc.(SHOP-T) 

February 5, 2019

Great Canadian success story. Not cheap, and extremely volatile. But it's resilient and has always bounced back. He'd continue to buy. It's a high multiple stock, so gets hit harder when the market gets hit.
0 0 0 0 0
0 comments
Great Canadian success story. Not cheap, and extremely volatile. But it's resilient and has always bounced back. He'd continue to buy. It's a high multiple stock, so gets hit harder when the market gets hit.
0
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$227.950
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
WPT Industrial REIT(WIR.U-T) 

February 5, 2019

Has been one of the leaders in the REIT industrial space. This is an opportunity to buy. Look at it for a 1-3 year hold. If you like the name, hold.
0 0 0 0 0
0 comments
Has been one of the leaders in the REIT industrial space. This is an opportunity to buy. Look at it for a 1-3 year hold. If you like the name, hold.
0
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$13.310
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

HOLD
BCE Inc.(BCE-T) 

February 5, 2019

One concern is where will they find growth. Does have safety, a strong dividend. A widows and orphans stock. He doesn't own it, but sees no problem if you do. (Analysts’ price target is $58.00)
telephone utilities
0 0 0 0 0
0 comments
One concern is where will they find growth. Does have safety, a strong dividend. A widows and orphans stock. He doesn't own it, but sees no problem if you do. (Analysts’ price target is $58.00)
telephone utilities
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$57.400
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

HOLD
Great Canadian success story. Very big pullback, which is not uncommon in the Canadian market. Last quarter earnings disappointed, but this is transitory. Have done a very good job managing this type of pressure. Don't be concerned about the pullback. Hold if you own, but he wouldn't rush out to buy more. Cost pressures will take a bit of time to work through. Yield is 2.42%.
food processing
0 0 0 0 0
0 comments
Great Canadian success story. Very big pullback, which is not uncommon in the Canadian market. Last quarter earnings disappointed, but this is transitory. Have done a very good job managing this type of pressure. Don't be concerned about the pullback. Hold if you own, but he wouldn't rush out to buy more. Cost pressures will take a bit of time to work through. Yield is 2.42%.
food processing
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$78.610
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

COMMENT
Encana Corp(ECA-T) 

February 5, 2019

Represents the entire Canadian energy patch. The energy sector is being abandoned as investors move into other areas. Very cheap, there's some leverage there, so you could have an above average year, but doesn't see it doubling in the next year.
oil/gas
0 0 0 0 0
0 comments
Represents the entire Canadian energy patch. The energy sector is being abandoned as investors move into other areas. Very cheap, there's some leverage there, so you could have an above average year, but doesn't see it doubling in the next year.
oil/gas
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$8.920
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 5, 2019

Hope for Canadian energy sector? No. Alberta curtailing production has helped. But longer term, we have tax, transportation, and regulatory issues. No will at the federal level.
0 0 0 0 0
0 comments
Hope for Canadian energy sector? No. Alberta curtailing production has helped. But longer term, we have tax, transportation, and regulatory issues. No will at the federal level.
Unknown
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

HOLD
Royal Bank(RY-T) 

February 5, 2019

Canadian banks represent 30% of our index, so they're important. Royal is the bellwether for the group, with a good and high dividend. Thinks dividend will increase. Stable, well protected businesses. Banks typically double every 5-7 years, and nothing he can see to stop this. Yield is 3.87%.
banks
0 0 0 0 0
0 comments
Canadian banks represent 30% of our index, so they're important. Royal is the bellwether for the group, with a good and high dividend. Thinks dividend will increase. Stable, well protected businesses. Banks typically double every 5-7 years, and nothing he can see to stop this. Yield is 3.87%.
banks
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$101.200
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 5, 2019

Canadian vs. US banks. Economic growth is one of the most important things for banks, both US and Canada. Growth is greater in the US, and will be for the foreseeable future. Banks also react to interest rates. When interest rates increase, profits should expand as well. Outlook for financial services in US is pretty good.
0 0 0 0 0
0 comments
Canadian vs. US banks. Economic growth is one of the most important things for banks, both US and Canada. Growth is greater in the US, and will be for the foreseeable future. Banks also react to interest rates. When interest rates increase, profits should expand as well. Outlook for financial services in US is pretty good.
Unknown
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

HOLD
Iconic Canadian brand. China-Canada relations are a concern. Stocks with Chinese exposure have pulled back. Operationally, everything is great. Will continue to expand. You can own names like this and Tim Horton's, because there's tremendous value in the brand.
clothing
0 0 0 0 0
0 comments
Iconic Canadian brand. China-Canada relations are a concern. Stocks with Chinese exposure have pulled back. Operationally, everything is great. Will continue to expand. You can own names like this and Tim Horton's, because there's tremendous value in the brand.
clothing
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$71.400
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Parkland Fuel Corp(PKI-T) 

February 5, 2019

(A Top Pick Sep 10/18, Down 9%) Added more on the way down. A core holding. Sold off because last quarter wasn't great. Concern about the refining unit. Pretty good bounce off the bottom. Still volatility on the refinery side, but the other 90% of the company is executing extremely well. True great Canadian growth company, so no reason to abandon it here.
merchandising/lodging
0 0 0 0 0
0 comments
(A Top Pick Sep 10/18, Down 9%) Added more on the way down. A core holding. Sold off because last quarter wasn't great. Concern about the refining unit. Pretty good bounce off the bottom. Still volatility on the refinery side, but the other 90% of the company is executing extremely well. True great Canadian growth company, so no reason to abandon it here.
merchandising/lodging
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$37.710
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
(A Top Pick Sep 10/18, Up 24%) Reported a great quarter. An unloved company. Expects numbers will continue to improve.
Telecommunications
0 0 0 0 0
0 comments
(A Top Pick Sep 10/18, Up 24%) Reported a great quarter. An unloved company. Expects numbers will continue to improve.
Telecommunications
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$1.450
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
(A Top Pick Sep 10/18, Down 22%) Brookfield has the Midas touch. It's a private equity type vehicle. You put it aside, and in the tough times you have to remember not to sell it. Lots of leverage involved, so when markets go down, value of the underlying assets goes down. A good stable of companies. Just buy and hold.
0 0 0 0 0
0 comments
(A Top Pick Sep 10/18, Down 22%) Brookfield has the Midas touch. It's a private equity type vehicle. You put it aside, and in the tough times you have to remember not to sell it. Lots of leverage involved, so when markets go down, value of the underlying assets goes down. A good stable of companies. Just buy and hold.
0
0 0 0 0 0
0 comments
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$43.760
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 212 entries
Successfully Saved Company
Successfully Saved Company
9+
JOIN THE DISCUSSION
9 comments in the last 7 days