Opinions by Chris Stuchberry | StockChase
9
Chris Stuchberry

Portfolio Manager

ON STOCKCHASE SINCE Jun 2018

Wellington-Altus Private Wealth


Opinions by Chris Stuchberry


Signal Opinion Expert Chart
COMMENT
General Market Comment 

June 29, 2018

Market. He thinks the trade war, with Canada’s retaliatory response today, is not truly impacting the market as the Dow was still up 200 points following the news – the market does not really care. The impact on Canada should be small, in his opinion, given that most of the business between the two countries is in the service sector.

Market. He thinks the trade war, with Canada’s retaliatory response today, is not truly impacting the market as the Dow was still up 200 points following the news – the market does not really care. The impact on Canada should be small, in his opinion, given that most of the business between the two countries is in the service sector.

Unknown
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$0.020
Owned Owned
_N/A

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DON'T BUY
Altagas Ltd(ALA-T) 

June 29, 2018

They used to own a lot of this stock, but when interest rates began to rise it raised the risk-free rate and made running the business more difficult so they sold out.  The company already has a moderate level of debt and the WGL acquisition will add to their leveraged position.  They will manage the new asset well, but he thinks the risk of rising interest rates will add headwinds.  

oil/gas

They used to own a lot of this stock, but when interest rates began to rise it raised the risk-free rate and made running the business more difficult so they sold out.  The company already has a moderate level of debt and the WGL acquisition will add to their leveraged position.  They will manage the new asset well, but he thinks the risk of rising interest rates will add headwinds.  

oil/gas
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$27.150
Owned Owned
No

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BUY
Amazon.com(AMZN-Q) 

June 29, 2018

In the short term, their earnings will be the biggest factor to watch. He would consider getting into it before the earnings report. Longer term, it is a great holding as it is a real “interrupting” company.

specialty stores

In the short term, their earnings will be the biggest factor to watch. He would consider getting into it before the earnings report. Longer term, it is a great holding as it is a real “interrupting” company.

specialty stores
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$1699.800
Owned Owned
No

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WATCH
CVS Health Corp(CVS-N) 

June 29, 2018

Amazon is trying to work their way into the health industry and this is directly impacting this company.  We don’t know how it will impact CVS in the long term, but the short term fear is creating headwinds.  Overall, a good business, but he would wait to see what happens.  

specialty stores

Amazon is trying to work their way into the health industry and this is directly impacting this company.  We don’t know how it will impact CVS in the long term, but the short term fear is creating headwinds.  Overall, a good business, but he would wait to see what happens.  

specialty stores
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$64.350
Owned Owned
No

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TOP PICK
Deutsche Bank AG(DB-N) 

June 29, 2018

You don’t look at this as a short term holding.  It is the main bank of Germany and it is too big to fail.  Everything that could go wrong has – interest rates have gone up, quantitative easing has weakened and now the US regulatory agencies have accused them of being under funded.  However, the value has fallen so far it is too good to pass up for a long term holding.  Yield 1.2%.  (Analysts’ price target is $12.34)

banks

You don’t look at this as a short term holding.  It is the main bank of Germany and it is too big to fail.  Everything that could go wrong has – interest rates have gone up, quantitative easing has weakened and now the US regulatory agencies have accused them of being under funded.  However, the value has fallen so far it is too good to pass up for a long term holding.  Yield 1.2%.  (Analysts’ price target is $12.34)

banks
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$10.620
Owned Owned
Yes

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TOP PICK
Home Depot(HD-N) 

June 29, 2018

This company is built for the young homeowner, where consumer spending will increase in the years ahead.  They payback 55% of net income to the dividend with share buybacks.  They are incredible operators and Amazon has yet to find their way into this space.  Yield 2.1%.  (Analysts’ price target is $210.40)

specialty stores

This company is built for the young homeowner, where consumer spending will increase in the years ahead.  They payback 55% of net income to the dividend with share buybacks.  They are incredible operators and Amazon has yet to find their way into this space.  Yield 2.1%.  (Analysts’ price target is $210.40)

specialty stores
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$195.100
Owned Owned
Yes

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HOLD
Suncor Energy Inc(SU-T) 

June 29, 2018

He views this as the largest energy company in Canada and suggests it will react to positive cash flows faster than any other energy stock and sees the balance sheet as well balanced.  He likes holding it, but he has gone lower down to the smaller cap energy stocks to get a better yield, such as Vermilion (VET-T).  (Analysts’ price target is $57.67)

integrated oils

He views this as the largest energy company in Canada and suggests it will react to positive cash flows faster than any other energy stock and sees the balance sheet as well balanced.  He likes holding it, but he has gone lower down to the smaller cap energy stocks to get a better yield, such as Vermilion (VET-T).  (Analysts’ price target is $57.67)

integrated oils
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$53.500
Owned Owned
No

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TOP PICK

Everything is going right for this company – it owns much of the platform for digital sales in Asia, whereas in North America it is fragmented between Amazon, Google and Facebook.  This is a service company that will not be impacted by tariff wars.  Yield 0.2%.  (Analysts’ price target is $520.92 HKD)

Everything is going right for this company – it owns much of the platform for digital sales in Asia, whereas in North America it is fragmented between Amazon, Google and Facebook.  This is a service company that will not be impacted by tariff wars.  Yield 0.2%.  (Analysts’ price target is $520.92 HKD)

0
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
Yes

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HOLD
Walmart Inc(WMT-N) 

June 29, 2018

This company is competing against the likes of Amazon and is losing the battle.  The growth in incremental sales will likely go to Amazon, especially in online sales.  

department stores

This company is competing against the likes of Amazon and is losing the battle.  The growth in incremental sales will likely go to Amazon, especially in online sales.  

department stores
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$85.650
Owned Owned
No

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