Stock Opinions by Chris Stuchberry - Stockchase Experts
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Chris Stuchberry @

On Stockchase since : Jun 2018

Portfolio Manager at Wellington-Altus Private Wealth

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Stock Opinions by Chris Stuchberry - Stockchase Experts

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COMMENT
General Market Comment 

March 14, 2019

Market Outlook - 2019 has started as well as 2018 ended badly. Are we going back down? that is the question clients should be thinking. Bank of Canada will more than likely follow the Fed lead. There are multiple levels of uncertainty, but the about the rates increases is kind of removed. The Canadian unemployment rate is the best it has been in 30 years. Some investors are saying it has been too good for to long, then people start looking for reasons for a recession. His team doesn't see one coming. Real estate has been moving up for years at a 30% per year in key markets. Going up from here in RE would be a challenge even if interest rates go down.
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Market Outlook - 2019 has started as well as 2018 ended badly. Are we going back down? that is the question clients should be thinking. Bank of Canada will more than likely follow the Fed lead. There are multiple levels of uncertainty, but the about the rates increases is kind of removed. The Canadian unemployment rate is the best it has been in 30 years. Some investors are saying it has been too good for to long, then people start looking for reasons for a recession. His team doesn't see one coming. Real estate has been moving up for years at a 30% per year in key markets. Going up from here in RE would be a challenge even if interest rates go down.
Unknown
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
Linamar Corp(LNR-T) 

March 14, 2019

He is concerned that this company can be disrupted along with the space. The debt level of the company is a little higher than the one he is comfortable with. The company is doing the right things, but if the industry in general shrinks it will be affected.
transportation equip & components
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He is concerned that this company can be disrupted along with the space. The debt level of the company is a little higher than the one he is comfortable with. The company is doing the right things, but if the industry in general shrinks it will be affected.
transportation equip & components
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$47.780
Owned Owned
No

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WEAK BUY
One of the leaders in the space. They are buying a lot of the former Sun-Edison assets and transforming into a large solar element. As part of the Brookfield brand they are run very conservatively. Great place to be long-term if interest don't go up. You kind of have to make an interest rate call.
Utilities
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One of the leaders in the space. They are buying a lot of the former Sun-Edison assets and transforming into a large solar element. As part of the Brookfield brand they are run very conservatively. Great place to be long-term if interest don't go up. You kind of have to make an interest rate call.
Utilities
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$41.640
Owned Owned
Unknown

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HOLD
Cisco(CSCO-Q) 

March 14, 2019

Fabulous balance sheet. The challenge for them is to build top line revenue. They are in the hardware space where you don't have the sane level of upgrades that you have in software.
electrical/electronic
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Fabulous balance sheet. The challenge for them is to build top line revenue. They are in the hardware space where you don't have the sane level of upgrades that you have in software.
electrical/electronic
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$52.740
Owned Owned
No

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BUY
Microsoft(MSFT-Q) 

March 14, 2019

This company has made a great transition from selling a physical item to the software as a service. They also have other arms with high growth. Fortress balance sheet with high growth.
computer software/processing
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This company has made a great transition from selling a physical item to the software as a service. They also have other arms with high growth. Fortress balance sheet with high growth.
computer software/processing
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$114.590
Owned Owned
Unknown

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COMMENT
He owned this stock for a number of years. Petro-chemical company. Free cash flow is fabulous. The space seems to not be going. He can;t figure it out. They still produce the dividend.
INDUSTRIAL PRODUCTS
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He owned this stock for a number of years. Petro-chemical company. Free cash flow is fabulous. The space seems to not be going. He can;t figure it out. They still produce the dividend.
INDUSTRIAL PRODUCTS
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$87.440
Owned Owned
No

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BUY
Costco Wholesale(COST-Q) 

March 14, 2019

Safe place to be. Constantly produces high single digit growth. Good balance sheet. They treat their employees well and that counts in the long term. They haven't been Amazoned yet.
department stores
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Safe place to be. Constantly produces high single digit growth. Good balance sheet. They treat their employees well and that counts in the long term. They haven't been Amazoned yet.
department stores
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$233.840
Owned Owned
Unknown

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COMMENT
Banco Santander SA(SAN-N) 

March 14, 2019

Low book value. The premise was that it was cheap and with the dividend you would do well and with interest rates going higher in Europe you would get your growth. That never happened.
banks
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Low book value. The premise was that it was cheap and with the dividend you would do well and with interest rates going higher in Europe you would get your growth. That never happened.
banks
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$4.840
Owned Owned
Yes

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PAST TOP PICK
Facebook(FB-Q) 

March 14, 2019

(A Top Pick Aug 22/18, Down 2%) Great open of the year. 4Q was really good. The headline risk is still there. They are the biggest in social media. Revenues are very solid. The product is in place.
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(A Top Pick Aug 22/18, Down 2%) Great open of the year. 4Q was really good. The headline risk is still there. They are the biggest in social media. Revenues are very solid. The product is in place.
0
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$170.170
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Aug 22/18, Up 1%) The Amazon of China. Better profit margin. Its growth hasn't slowed down. Positive balance sheet.
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(A Top Pick Aug 22/18, Up 1%) The Amazon of China. Better profit margin. Its growth hasn't slowed down. Positive balance sheet.
0
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$180.360
Owned Owned
Yes

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PAST TOP PICK
ING Groep NV(ING-N) 

March 14, 2019

(A Top Pick Aug 22/18, Down 11%) A nice dividend is coming. It pays a 5% dividend yield. Generates over 1 billion Euros a quarter in profit that easily covers the dividend and could benefit with rising interest rates. not giving up on this name.
investment companies/funds
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(A Top Pick Aug 22/18, Down 11%) A nice dividend is coming. It pays a 5% dividend yield. Generates over 1 billion Euros a quarter in profit that easily covers the dividend and could benefit with rising interest rates. not giving up on this name.
investment companies/funds
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$12.360
Owned Owned
Yes

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HOLD
BCE Inc.(BCE-T) 

March 14, 2019

If you believe that interest rate won't go up you can do well with this name. It has higher leverage but it was always like that. Stable business.
telephone utilities
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If you believe that interest rate won't go up you can do well with this name. It has higher leverage but it was always like that. Stable business.
telephone utilities
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$58.310
Owned Owned
Unknown

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BUY
Visa Inc.(V-N) 

March 14, 2019

Dominant in payments. Produces a lot of cash. He thought that tt some point there might be some risk on what they charge to retailers in light of blockchain technology. It hasn't pan out that way. That doesn't seem to be in the investable horizon. A safe place to put your capital.
other services
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Dominant in payments. Produces a lot of cash. He thought that tt some point there might be some risk on what they charge to retailers in light of blockchain technology. It hasn't pan out that way. That doesn't seem to be in the investable horizon. A safe place to put your capital.
other services
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$154.200
Owned Owned
Unknown

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BUY
AT&T(T-N) 

March 14, 2019

Question on international telcos - he thinks that the international telcos are into the heavy dividend style investment. Vodafone is in Europe. The US is lower risk. Dividends are going to stable or up with this one and Verizon Communications (VZ-N) as well.
Telecommunications
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Question on international telcos - he thinks that the international telcos are into the heavy dividend style investment. Vodafone is in Europe. The US is lower risk. Dividends are going to stable or up with this one and Verizon Communications (VZ-N) as well.
Telecommunications
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$30.280
Owned Owned
Unknown

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N/A
The pharmaceuticals and the health technology are not his skill set. The balance sheet is OK for a pharmaceutical. The analyst community seems to like it. (Analysts’ price target is $80.70)
biotechnology/pharmaceutical
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The pharmaceuticals and the health technology are not his skill set. The balance sheet is OK for a pharmaceutical. The analyst community seems to like it. (Analysts’ price target is $80.70)
biotechnology/pharmaceutical
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0 comments
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$64.790
Owned Owned
Unknown

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