Stock Opinions by Bryden Teich - Stockchase Experts
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Bryden Teich @

On Stockchase since : Jan 2018

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Stock Opinions by Bryden Teich - Stockchase Experts


Signal Opinion Expert Chart
COMMENT
General Market Comment 

July 27, 2018

Market. He stills sees value in the Canadian market, but volatility in the US market is picking up.  He is playing defense now and Canada is the favored market right now.  It comes down to the valuations of the Canadian sectors.  

Market. He stills sees value in the Canadian market, but volatility in the US market is picking up.  He is playing defense now and Canada is the favored market right now.  It comes down to the valuations of the Canadian sectors.  

Unknown
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

July 27, 2018

Precious Metals. Precious metals, he would have thought, should have performed better.  He thinks the US is about structurally run trillion dollar deficits, so the outlook for gold over the next five years is very good.  Over the next 6 months to a year, however, the sector is facing uncertainty.  

Precious Metals. Precious metals, he would have thought, should have performed better.  He thinks the US is about structurally run trillion dollar deficits, so the outlook for gold over the next five years is very good.  Over the next 6 months to a year, however, the sector is facing uncertainty.  

Unknown
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

July 27, 2018

Telcoms. He prefers owning BCE-T.  They have made great investments in fibre optic technology and are well positioned for the 5G movement.  

Telcoms. He prefers owning BCE-T.  They have made great investments in fibre optic technology and are well positioned for the 5G movement.  

Unknown
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$0.020
Owned Owned
_N/A

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HOLD
Walmart Inc(WMT-N) 

July 27, 2018

This is a good defensive stock and has good valuations.  Their earnings may be impacted by some of their reinvestment plans.  The US GDP numbers are still strong.  The battle continues with Amazon.  At this level it is fairly valued. 

department stores

This is a good defensive stock and has good valuations.  Their earnings may be impacted by some of their reinvestment plans.  The US GDP numbers are still strong.  The battle continues with Amazon.  At this level it is fairly valued. 

department stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$88.130
Owned Owned
No

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HOLD

There has been a tail wind in the commodity sector as of late.  They have done a great job to deleverage their business.  As China slows down this could cause some issues.  It is fairly valued here.

precious metals

There has been a tail wind in the commodity sector as of late.  They have done a great job to deleverage their business.  As China slows down this could cause some issues.  It is fairly valued here.

precious metals
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$33.820
Owned Owned
No

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DON'T BUY
Hudson Bay Co.(HBC-T) 

July 27, 2018

The traditional retailers have been under pressure.  They did a deep dive into evaluating this company about a year ago and concluded some of the US investments were not performing as well as expected.  They have mortgages a lot of their real estate the base business is not growing.  It is fair valued, but he does not like this name right now.  

department stores

The traditional retailers have been under pressure.  They did a deep dive into evaluating this company about a year ago and concluded some of the US investments were not performing as well as expected.  They have mortgages a lot of their real estate the base business is not growing.  It is fair valued, but he does not like this name right now.  

department stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$10.920
Owned Owned
No

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STRONG BUY
CVS Health Corp(CVS-N) 

July 27, 2018

He has been recommending this for a while, buying a company at less than 9 times earnings.  A really good business at a discounted price right now.  The headwinds of the headline risk against pharma has played out.  A strong buy for the next 5 years investment horizon.  

specialty stores

He has been recommending this for a while, buying a company at less than 9 times earnings.  A really good business at a discounted price right now.  The headwinds of the headline risk against pharma has played out.  A strong buy for the next 5 years investment horizon.  

specialty stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$66.670
Owned Owned
Yes

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WATCH
Facebook(FB-Q) 

July 27, 2018

An eventful day yesterday, trading down 20%. His analysis after the Cambridge Analytica scandal suggested buying near $120 would be a good target. Their head count is up 45% and the AI investment will take time and money. If you own it, hold it, but he is waiting for better value.

An eventful day yesterday, trading down 20%. His analysis after the Cambridge Analytica scandal suggested buying near $120 would be a good target. Their head count is up 45% and the AI investment will take time and money. If you own it, hold it, but he is waiting for better value.

0
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$174.890
Owned Owned
No

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DON'T BUY
Shopify Inc.(SHOP-T) 

July 27, 2018

Amazon’s recent disappointing result has impacted this stock.  There is no guidance to when it will become profitable, so it is very speculative at this point.  There is some concern by analysts how they are reporting their financial results.  He is staying away.

Amazon’s recent disappointing result has impacted this stock.  There is no guidance to when it will become profitable, so it is very speculative at this point.  There is some concern by analysts how they are reporting their financial results.  He is staying away.

0
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$209.470
Owned Owned
No

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DON'T BUY
Tesla Motors Inc(TSLA-Q) 

July 27, 2018

The short traders like this one – and he thinks they are right.  They are burning a ton of cash, but have met their production numbers.  It is not the most transparent company and there are now more companies coming into the electric care space and they are not developing autonomous driving technology.  He is staying away.  

The short traders like this one – and he thinks they are right.  They are burning a ton of cash, but have met their production numbers.  It is not the most transparent company and there are now more companies coming into the electric care space and they are not developing autonomous driving technology.  He is staying away.  

0
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$297.180
Owned Owned
No

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HOLD

 They reported earnings recently and the stock is down as a result.  They are moving away from quarterly management calls and thinks this is strange.  They are trying to make acquisitions and may have felt they were giving away too much information.  A great stock to own, continue to hold it for the long term.  It is cheaper than similar quality tech companies in the US.  

computer software/processing

 They reported earnings recently and the stock is down as a result.  They are moving away from quarterly management calls and thinks this is strange.  They are trying to make acquisitions and may have felt they were giving away too much information.  A great stock to own, continue to hold it for the long term.  It is cheaper than similar quality tech companies in the US.  

computer software/processing
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$959.930
Owned Owned
No

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SELL

He would be selling this right now.  The marijuana space valuations are astronomical.  If the US moves to legalize then the sector could grow into the valuations, but this is not the kind of company he would hold.  He thinks the illegal market will continue to exist.    

agriculture

He would be selling this right now.  The marijuana space valuations are astronomical.  If the US moves to legalize then the sector could grow into the valuations, but this is not the kind of company he would hold.  He thinks the illegal market will continue to exist.    

agriculture
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$33.550
Owned Owned
No

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HOLD
Dollarama Inc.(DOL-T) 

July 27, 2018

This company has done very well and following the stock split their earnings have been steady.  The only issue is the valuation and all the success is fully priced into it.   He owns Dollar Tree (DLTR-N) in the US, because of the better valuation.   

Consumer Products

This company has done very well and following the stock split their earnings have been steady.  The only issue is the valuation and all the success is fully priced into it.   He owns Dollar Tree (DLTR-N) in the US, because of the better valuation.   

Consumer Products
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$46.540
Owned Owned
No

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HOLD

The Mexican election is a near term potential uncertainty.  He would prefer TD or Royal Bank – those with good assets in the US.  He would continue to hold and ignore the near term issues.   He likes the South American exposure for the long term.   

banks

The Mexican election is a near term potential uncertainty.  He would prefer TD or Royal Bank – those with good assets in the US.  He would continue to hold and ignore the near term issues.   He likes the South American exposure for the long term.   

banks
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$76.580
Owned Owned
No

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DON'T BUY

The stock has done well, but its growth is limited by limited Canadian consumer spending.  He owns Loblaws and Leons instead.  He thinks the valuation is too expensive at this level.  

specialty stores

The stock has done well, but its growth is limited by limited Canadian consumer spending.  He owns Loblaws and Leons instead.  He thinks the valuation is too expensive at this level.  

specialty stores
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$248.100
Owned Owned
No

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