Stock Opinions by Andrew Pyle - Stockchase Experts
WATCH LIST
102
Andrew Pyle @

On Stockchase since : Jun 2018

Senior wealth advisor and portfolio manager at The Pyle Group, Scotia Wealth Mgt.

Reveal Expert Performance

Andrew Pyle hasn’t left any messages.


Andrew Pyle Latest Top Picks...

Stock Opinions by Andrew Pyle - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
General Market Comment 

February 25, 2019

We're still drinking from the Kool-Aid post-Christmas Eve. The TSX is up 12% year to date, leading North American indices except Nasdaq. He fears that we're getting starting to get overbought. The pendulum is swinging back. China is a good example of this. Canadian banks and telcos have come back in Canada. Canadian oil has lagged but is starting to come back. The Barrick-Newmont gold deal announce today is certainly interesting. Gold is usually a safe haven during chaos, but we don't have chaotic conditions now. Could gold sell off? The US Fed could do a rate cut this year. That's ludicrous to cut rates right after raising them. Then again, the Fed could raise rates fiven the current economy.
0 0 0 0 0
0 comments
We're still drinking from the Kool-Aid post-Christmas Eve. The TSX is up 12% year to date, leading North American indices except Nasdaq. He fears that we're getting starting to get overbought. The pendulum is swinging back. China is a good example of this. Canadian banks and telcos have come back in Canada. Canadian oil has lagged but is starting to come back. The Barrick-Newmont gold deal announce today is certainly interesting. Gold is usually a safe haven during chaos, but we don't have chaotic conditions now. Could gold sell off? The US Fed could do a rate cut this year. That's ludicrous to cut rates right after raising them. Then again, the Fed could raise rates fiven the current economy.
Unknown
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$0.000
Owned Owned
Unknown

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

PARTIAL BUY
Long term hold? Yes, 5-10 years, but be careful playing a consumer stock late in the cycle. He thinks we have 1-2 years before a recession. Watch the allocation in your portfolio.
specialty stores
0 0 0 0 0
0 comments
Long term hold? Yes, 5-10 years, but be careful playing a consumer stock late in the cycle. He thinks we have 1-2 years before a recession. Watch the allocation in your portfolio.
specialty stores
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$146.380
Owned Owned
Unknown

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

BUY on WEAKNESS
Toronto Dominion(TD-T) 

February 25, 2019

He's bullish Canadian financials, especially in Q4 2018. TD has moved up a lot in recent weeks, so this could pull back a bit. Definitely buy Canadian banks on weakness this year. He's not worried about mortage levels.
banks
0 0 0 0 0
0 comments
He's bullish Canadian financials, especially in Q4 2018. TD has moved up a lot in recent weeks, so this could pull back a bit. Definitely buy Canadian banks on weakness this year. He's not worried about mortage levels.
banks
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$76.570
Owned Owned
Unknown

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

BUY
Suncor Energy Inc(SU-T) 

February 25, 2019

Encana vs. Suncor He prefers Suncor for its stability. Oil stocks are oversold and can rise higher. Q2 should be good for SU.
integrated oils
0 0 0 0 0
0 comments
Encana vs. Suncor He prefers Suncor for its stability. Oil stocks are oversold and can rise higher. Q2 should be good for SU.
integrated oils
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$44.790
Owned Owned
Yes

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

BUY on WEAKNESS
Finning Int(FTT-T) 

February 25, 2019

Hold it for two years? It's a deeply cyclical stock that hasn't been doing well. He wouldn't hold it for two years, but rather buy it now as a trading opportunity.
wholesale distributors
0 0 0 0 0
0 comments
Hold it for two years? It's a deeply cyclical stock that hasn't been doing well. He wouldn't hold it for two years, but rather buy it now as a trading opportunity.
wholesale distributors
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$24.930
Owned Owned
Unknown

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

COMMENT
Goldcorp Inc(G-T) 

February 25, 2019

If Barrick buys Newmont and Goldcorp walks away with $630 million because the Newmont-Goldcorp deal (of last month) doesn't actually go through. Can GT shareholders kick the GT board out--the board who gets a hefty package, but not the shareholders? He can't comment on this though many are asking this question. About this deal, we haven't seen gold M&A deals for a while. From Barrick's point of view, this is an obvious plus. Many are surprised that this is the deal.
precious metals
0 0 0 0 0
0 comments
If Barrick buys Newmont and Goldcorp walks away with $630 million because the Newmont-Goldcorp deal (of last month) doesn't actually go through. Can GT shareholders kick the GT board out--the board who gets a hefty package, but not the shareholders? He can't comment on this though many are asking this question. About this deal, we haven't seen gold M&A deals for a while. From Barrick's point of view, this is an obvious plus. Many are surprised that this is the deal.
precious metals
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$14.610
Owned Owned
Unknown

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

BUY
Home Depot(HD-N) 

February 25, 2019

Been a decent stock in recent weeks due to investor confidence given that US home spending hasn't been as bad as feared. No red flags here yet. He likes HD and has room to run before recession creeps in down the road.
specialty stores
0 0 0 0 0
0 comments
Been a decent stock in recent weeks due to investor confidence given that US home spending hasn't been as bad as feared. No red flags here yet. He likes HD and has room to run before recession creeps in down the road.
specialty stores
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$189.980
Owned Owned
Unknown

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

COMMENT
Loblaw Companies Ltd(L-T) 

February 25, 2019

As a recession approaches, what sectors should an investor sell? Look at the defensive interest-sensitives for safety, like utilities and consumer stocks like Loblaw who had a good move in the Q4-2018 sell-off.
food stores
0 0 0 0 0
0 comments
As a recession approaches, what sectors should an investor sell? Look at the defensive interest-sensitives for safety, like utilities and consumer stocks like Loblaw who had a good move in the Q4-2018 sell-off.
food stores
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$64.950
Owned Owned
Unknown

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

SELL ON STRENGTH
Micron Technology(MU-Q) 

February 25, 2019

This is a decent long-term play, but, if short-term, then set a lower price target of a 15% gain and sell.
computer software/processing
0 0 0 0 0
0 comments
This is a decent long-term play, but, if short-term, then set a lower price target of a 15% gain and sell.
computer software/processing
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$42.750
Owned Owned
Unknown

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

PAST TOP PICK
BCE Inc.(BCE-T) 

February 25, 2019

(A Top Pick Nov 15/18, Up 8%) Still likes it though the valuation is now a little pricey. He may take a few profits. BCE can be rocky. Pays a safe 5.5% dividend. Has a solid balance sheet and cash flow.
telephone utilities
0 0 0 0 0
0 comments
(A Top Pick Nov 15/18, Up 8%) Still likes it though the valuation is now a little pricey. He may take a few profits. BCE can be rocky. Pays a safe 5.5% dividend. Has a solid balance sheet and cash flow.
telephone utilities
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$58.360
Owned Owned
Yes

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

PAST TOP PICK
Mullen Group Ltd(MTL-T) 

February 25, 2019

(A Top Pick Nov 15/18, Down 4%) This was caught on the oil downwave, but it hasn't seen the pick-up in oil like, say, Suncor. A big trucking group in oil. It's trading at very depressed levels. Still likes it.
Transportation
0 0 0 0 0
0 comments
(A Top Pick Nov 15/18, Down 4%) This was caught on the oil downwave, but it hasn't seen the pick-up in oil like, say, Suncor. A big trucking group in oil. It's trading at very depressed levels. Still likes it.
Transportation
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$12.450
Owned Owned
Yes

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

PAST TOP PICK
The Stars Group Inc(TSGI-T) 

February 25, 2019

(A Top Pick Nov 15/18, Down 3%) Loves it. A fine 5-year hold or even 2-3-year timeline. The industry boasts 20% growth for the next 5 years.
Business Services
0 0 0 0 0
0 comments
(A Top Pick Nov 15/18, Down 3%) Loves it. A fine 5-year hold or even 2-3-year timeline. The industry boasts 20% growth for the next 5 years.
Business Services
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$21.930
Owned Owned
Yes

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

BUY
For TFSA? The dividends are juicy on all Brookfield stocks. This is good for a TFSA because of this. It's still a good time to buy this.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
For TFSA? The dividends are juicy on all Brookfield stocks. This is good for a TFSA because of this. It's still a good time to buy this.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$53.940
Owned Owned
Unknown

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

DON'T BUY
Cineplex Inc(CGX-T) 

February 25, 2019

He's owned this from time to time, but CGX is frustrating. It plays the movie pipeline, hits or misses, the stock rises or falls. A good dividend player, but there are better dividend stocks.
other services
0 0 0 0 0
0 comments
He's owned this from time to time, but CGX is frustrating. It plays the movie pipeline, hits or misses, the stock rises or falls. A good dividend player, but there are better dividend stocks.
other services
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$24.910
Owned Owned
No

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

PARTIAL BUY
United Technologies(UTX-N) 

February 25, 2019

They've really ramped up after a serious oversell in Q4. A good stock for the States. But be careful entering this now, though he does see more upside. This stock could fade a bit after such a sudden run-up. The Fed could surprise upwards and that would hit UTX.
mngmnt/diversified
0 0 0 0 0
0 comments
They've really ramped up after a serious oversell in Q4. A good stock for the States. But be careful entering this now, though he does see more upside. This stock could fade a bit after such a sudden run-up. The Fed could surprise upwards and that would hit UTX.
mngmnt/diversified
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$128.270
Owned Owned
No

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

Showing 1 to 15 of 102 entries
Successfully Saved Company
Successfully Saved Company
6+
JOIN THE DISCUSSION
6 comments in the last 7 days