Stock Opinions by Chris Stuchberry - Stockchase Experts
WATCH LIST
32
Chris Stuchberry @

On Stockchase since : Jun 2018

Portfolio Manager

Reveal Expert Performance

Chris Stuchberry hasn’t left any messages.

You are Chris Stuchberry? Sign up for Market Pro to post messages to your visitors here.


Chris Stuchberry Latest Top Picks...

Stock Opinions by Chris Stuchberry - Stockchase Experts


Signal Opinion Expert Chart
COMMENT
General Market Comment 

August 22, 2018

Market.  Investors are more worried about volatility than what they should be.  Generally, year to date, market has been very good in the US.   Just as we have entered the summer is where we see things getting shakier.  Seeing a trend away from FAANGs into value stocks.  Some of these value stocks are very cheap.  The companies below the big FAANG stocks are seeing money flowing into them as well.  Below the FAANGS, there are a number of companies he likes.  He looks for innovators and disrupters, and there are quite a few good companies.  Bearish sentiment has been up year to date even though S&P has hit record levels.  Bullish sentiment has been dropping like a stone since January. 

Market.  Investors are more worried about volatility than what they should be.  Generally, year to date, market has been very good in the US.   Just as we have entered the summer is where we see things getting shakier.  Seeing a trend away from FAANGs into value stocks.  Some of these value stocks are very cheap.  The companies below the big FAANG stocks are seeing money flowing into them as well.  Below the FAANGS, there are a number of companies he likes.  He looks for innovators and disrupters, and there are quite a few good companies.  Bearish sentiment has been up year to date even though S&P has hit record levels.  Bullish sentiment has been dropping like a stone since January. 

Unknown
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$0.020
Owned Owned
_N/A

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

BUY
Royal Bank(RY-T) 

August 22, 2018

They just had a great quarter.  Can’t go wrong with the Canadian banks.  Dividends are hiked every couple of quarters.  They are legislative profit centres. Royal has industry leading franchises everywhere.  They are dominant.  Tough to find a good entry point because price is up there.

banks

They just had a great quarter.  Can’t go wrong with the Canadian banks.  Dividends are hiked every couple of quarters.  They are legislative profit centres. Royal has industry leading franchises everywhere.  They are dominant.  Tough to find a good entry point because price is up there.

banks
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$103.970
Owned Owned
Yes

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

HOLD

He is floored how well they have run the company. They can do no wrong. They do not seem to run into a seasonality problem. Has always struggled with investing in fashion companies. Not a great entry point at this level, however, it is a great Canadian company.

clothing

He is floored how well they have run the company. They can do no wrong. They do not seem to run into a seasonality problem. Has always struggled with investing in fashion companies. Not a great entry point at this level, however, it is a great Canadian company.

clothing
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$71.860
Owned Owned
No

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

BUY
Spin Master Corp(TOY-T) 

August 22, 2018

He likes this company.  He thinks heading into a dead money period.  Very clean balance sheet and good cash flow.  Very good business operators.  Probably a good entry point here.  A toy company in the portfolio is a good investment.

He likes this company.  He thinks heading into a dead money period.  Very clean balance sheet and good cash flow.  Very good business operators.  Probably a good entry point here.  A toy company in the portfolio is a good investment.

0
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$52.030
Owned Owned
No

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

DON'T BUY
Altagas Ltd(ALA-T) 

August 22, 2018

He used to be big owners of this company.  The 10 year yield started to take off after Trump was elected.  They are levered quite high and therefore difficult to raise yield.  They have a huge debt load and the cost of carrying that debt will go higher.  It is in a difficult place in the market.  Dividend should hold over the mid to long term. 

oil/gas

He used to be big owners of this company.  The 10 year yield started to take off after Trump was elected.  They are levered quite high and therefore difficult to raise yield.  They have a huge debt load and the cost of carrying that debt will go higher.  It is in a difficult place in the market.  Dividend should hold over the mid to long term. 

oil/gas
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$25.290
Owned Owned
No

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

DON'T BUY

They continuously grow the earnings.  Executive turnover does raise a red flag.  He would prefer a cleaner balance sheet and less of a debt load.  He would look at it if had a good entry point, but right now there are better places to be.

food services

They continuously grow the earnings.  Executive turnover does raise a red flag.  He would prefer a cleaner balance sheet and less of a debt load.  He would look at it if had a good entry point, but right now there are better places to be.

food services
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$59.760
Owned Owned
No

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

COMMENT
Cardinal Energy Ltd(CJ-T) 

August 22, 2018

Bought an American company a year ago and levered up to do so.  They did a big stock issue, and the market hated it.  So have been in the dog house for a year.  Dividend is secure and they are pretty well hedged, so should see good cash flow this year.    Not a lot of money flowing into the smaller to mid size energy companies. Yield is 8%.

oil/gas

Bought an American company a year ago and levered up to do so.  They did a big stock issue, and the market hated it.  So have been in the dog house for a year.  Dividend is secure and they are pretty well hedged, so should see good cash flow this year.    Not a lot of money flowing into the smaller to mid size energy companies. Yield is 8%.

oil/gas
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$5.300
Owned Owned
Yes

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

PAST TOP PICK
Deutsche Bank AG(DB-N) 

August 22, 2018

(A top pick June 29/18, up 9%). They have announced they are going to have higher earnings. Interest rates are going up in Canada, USA, and Bank of England. Thinks rates will also go up in Europe. A lot of room for Deutshe Bank to go higher. Difficult to time these, but you want to be there.

banks

(A top pick June 29/18, up 9%). They have announced they are going to have higher earnings. Interest rates are going up in Canada, USA, and Bank of England. Thinks rates will also go up in Europe. A lot of room for Deutshe Bank to go higher. Difficult to time these, but you want to be there.

banks
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$11.610
Owned Owned
Yes

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

PAST TOP PICK

(A top pick June 29/18, down 9%). Year to date it is down pretty hard. They had a horrible quarter, however, they still had a $3B profit. They have a good business model.

(A top pick June 29/18, down 9%). Year to date it is down pretty hard. They had a horrible quarter, however, they still had a $3B profit. They have a good business model.

0
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
Yes

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

PAST TOP PICK
Home Depot(HD-N) 

August 22, 2018

(A top pick June 29/18, up 4%). They had an excellent quarter. Their tax bill is so much lower because of the US tax reform. They should have a fabulous earnings year. Looks great over the long haul.

specialty stores

(A top pick June 29/18, up 4%). They had an excellent quarter. Their tax bill is so much lower because of the US tax reform. They should have a fabulous earnings year. Looks great over the long haul.

specialty stores
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$198.970
Owned Owned
Yes

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

DON'T BUY
Bombardier Inc (B)(BBD.B-T) 

August 22, 2018

Have had a very difficult capital structure over the years.  Tough if you have to have capital infused by federal and provincial governments.  He is shocked that it has had such a good run.  It has not executed the way you would want.  He would prefer a cleaner balance sheet.  He would look elsewhere.

transportation equip & components

Have had a very difficult capital structure over the years.  Tough if you have to have capital infused by federal and provincial governments.  He is shocked that it has had such a good run.  It has not executed the way you would want.  He would prefer a cleaner balance sheet.  He would look elsewhere.

transportation equip & components
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$4.610
Owned Owned
No

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

BUY
Corning Inc(GLW-N) 

August 22, 2018

Is in a great spot whether new home building or repairing an older home.  Their business model is in great shape.  The company has not had that much growth, so fits the model of value stocks, and having a jump.  Great one to own for the longer term.

misc industrial products

Is in a great spot whether new home building or repairing an older home.  Their business model is in great shape.  The company has not had that much growth, so fits the model of value stocks, and having a jump.  Great one to own for the longer term.

misc industrial products
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$32.890
Owned Owned
No

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

BUY
Microsoft(MSFT-Q) 

August 22, 2018

The investment thesis on Microsoft is very good. They converted from software to cloud computing and have done a fabulous job of this.  In future, they can grow dividends and  stock buybacks. Balance sheet is fabulous.  Not a lot of reasons why you would not buy it.

computer software/processing

The investment thesis on Microsoft is very good. They converted from software to cloud computing and have done a fabulous job of this.  In future, they can grow dividends and  stock buybacks. Balance sheet is fabulous.  Not a lot of reasons why you would not buy it.

computer software/processing
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$107.060
Owned Owned
Unknown

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

BUY
Dorel Industries(DII.B-T) 

August 22, 2018

Likes the baby product space and has looked at this company several times.   The balance sheet has some debt but has been well managed. He is not looking at this company directly, but does like the space. 

Consumer Products

Likes the baby product space and has looked at this company several times.   The balance sheet has some debt but has been well managed. He is not looking at this company directly, but does like the space. 

Consumer Products
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$25.520
Owned Owned
No

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

DON'T BUY
Square Inc(SQ-N) 

August 22, 2018

He likes the cloud computing space.  This is picking up widespread  adoption.   Not really looking at buying at these levels.  Tough after these moves to see what they have going forward. 

He likes the cloud computing space.  This is picking up widespread  adoption.   Not really looking at buying at these levels.  Tough after these moves to see what they have going forward. 

0
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$76.440
Owned Owned
No

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

Showing 1 to 15 of 32 entries

No Comments.


You must be logged in to comment.

Successfully Saved Company
Successfully Saved Company