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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Chris Stuchberry Latest Top Picks...

Stock Opinions by Chris Stuchberry - Stockchase Experts

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COMMENT
General Market Comment 

October 17, 2018

He hopes Canada will catch up to the U.S. by year's end. The market could easily rally. Canadian stocks look cheap, but it's hard to find anything to buy. Netflix's big spike didn't set the other FANGs on fire and will probably stay this way. There's now a dichotomy amongst the FANG stocks, acting individually. In the U.S. we won't see clarity until the U.S. midterms. Cannabis was legalized today in Canada, so the market will now expect real numbers--growth, earnings, sales--to justify those high stock prices.

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He hopes Canada will catch up to the U.S. by year's end. The market could easily rally. Canadian stocks look cheap, but it's hard to find anything to buy. Netflix's big spike didn't set the other FANGs on fire and will probably stay this way. There's now a dichotomy amongst the FANG stocks, acting individually. In the U.S. we won't see clarity until the U.S. midterms. Cannabis was legalized today in Canada, so the market will now expect real numbers--growth, earnings, sales--to justify those high stock prices.

Unknown
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$0.020
Owned Owned
Unknown

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BUY

Good balance sheet, well-positioned and growing dividends. Doesn't know if crude by rails will surprise earnings, though it's a tailwind.

Transportation
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Good balance sheet, well-positioned and growing dividends. Doesn't know if crude by rails will surprise earnings, though it's a tailwind.

Transportation
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$110.700
Owned Owned
Unknown

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BUY

He likes the European banks, and this one's in the U.K. Rising rates are a tailwind. They're years ahead of their European peers. 

Financial Services
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He likes the European banks, and this one's in the U.K. Rising rates are a tailwind. They're years ahead of their European peers. 

Financial Services
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Bank of Nova Scotia(BNS-T) 

October 17, 2018

The worst of the sector, but he bought some yesterday. Their earnings are good and he expects a rate hike next week to boost all Canadian banks. Buy now when it's down. It's an emerging market play, and EM is out of favour, which is a
buying opportunity. Pays a 4.7% dividend.

banks
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The worst of the sector, but he bought some yesterday. Their earnings are good and he expects a rate hike next week to boost all Canadian banks. Buy now when it's down. It's an emerging market play, and EM is out of favour, which is a
buying opportunity. Pays a 4.7% dividend.

banks
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$72.230
Owned Owned
Yes

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COMMENT
First Quantum Minerals(FM-T) 

October 17, 2018

They've put their troubles behind them. Can't predict their near future, but in a year or two there could be a tailwind for commodity prices. They are getting earnings from some of their earnings now which is reducing their debt.

integrated mines
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They've put their troubles behind them. Can't predict their near future, but in a year or two there could be a tailwind for commodity prices. They are getting earnings from some of their earnings now which is reducing their debt.

integrated mines
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$13.580
Owned Owned
Unknown

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DON'T BUY
Enbridge(ENB-T) 

October 17, 2018

Enbridge scares him: heavy debt. Sure, they're selling off assets as they restructure, but they're also hiking the dividend--is that a good idea? Good managers though, top of the line. Interest rates will rise and that's a headwind considering their debt. 6.4% dividend.

oil/gas pipelines
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Enbridge scares him: heavy debt. Sure, they're selling off assets as they restructure, but they're also hiking the dividend--is that a good idea? Good managers though, top of the line. Interest rates will rise and that's a headwind considering their debt. 6.4% dividend.

oil/gas pipelines
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$42.200
Owned Owned
Unknown

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DON'T BUY

Well-run retailer, but he's concenered with outside disruption, a digital competitor. It could happen. In retail, he considers the future. They have a decent balance sheet though.

specialty stores
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Well-run retailer, but he's concenered with outside disruption, a digital competitor. It could happen. In retail, he considers the future. They have a decent balance sheet though.

specialty stores
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$238.640
Owned Owned
Unknown

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COMMENT
Manulife Financial(MFC-T) 

October 17, 2018

He has long owned this. He expects good Asian earnings and that they will hike the dividend. Even the short-seller Muddy Waters says the court case (that they've written about) is a binary issue and MW could lose in the end. MFC has been doing this a long time, and hopes the management will pull through.

insurance
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He has long owned this. He expects good Asian earnings and that they will hike the dividend. Even the short-seller Muddy Waters says the court case (that they've written about) is a binary issue and MW could lose in the end. MFC has been doing this a long time, and hopes the management will pull through.

insurance
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$20.590
Owned Owned
Yes

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PAST TOP PICK
Facebook(FB-Q) 

October 17, 2018

(Past Top Pick  Aug.22, 2018, Down 8%) Still believes in it. He doesn't expect blowout earnings, since from August to now we're still in negative sentiment. Even now with all this negativitiy, FB is doing $20-billion cash a year. Who else does that? Companies like this are very good at managing expenses.

 

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(Past Top Pick  Aug.22, 2018, Down 8%) Still believes in it. He doesn't expect blowout earnings, since from August to now we're still in negative sentiment. Even now with all this negativitiy, FB is doing $20-billion cash a year. Who else does that? Companies like this are very good at managing expenses.

 

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$159.420
Owned Owned
Yes

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WEAK BUY
Shopify Inc.(SHOP-T) 

October 17, 2018

Loves the company and he invested early. They'd boasted growth metrics of 115% YOY, but are starting to see a declining rate of growth, though still growing. He sold too early, he regrets. They have a great balance sheet and are not burning a lot of cash. If you really like the growth and name, expect volatility.

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Loves the company and he invested early. They'd boasted growth metrics of 115% YOY, but are starting to see a declining rate of growth, though still growing. He sold too early, he regrets. They have a great balance sheet and are not burning a lot of cash. If you really like the growth and name, expect volatility.

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$178.890
Owned Owned
No

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COMMENT
Dollarama Inc.(DOL-T) 

October 17, 2018

Dollar stores might be Amazon-proof. Time will tell. Their last earnings hit the stock hard. If you have a long-term horizon, you should be okay. Has a secure balance sheet. Growth has declined. So will revenues also decline or recover? Pays a 0.4% dividend.

Consumer Products
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Dollar stores might be Amazon-proof. Time will tell. Their last earnings hit the stock hard. If you have a long-term horizon, you should be okay. Has a secure balance sheet. Growth has declined. So will revenues also decline or recover? Pays a 0.4% dividend.

Consumer Products
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$40.040
Owned Owned
Unknown

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COMMENT
Pembina Pipeline Corp(PPL-T) 

October 17, 2018

Too much debt and rising interest rates. However, they have good managers and good acquisitions over the years. Decent balance sheet. Looks sustainable and stable for now.

pipelines
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Too much debt and rising interest rates. However, they have good managers and good acquisitions over the years. Decent balance sheet. Looks sustainable and stable for now.

pipelines
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$44.680
Owned Owned
Unknown

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COMMENT

He's playing infrastructure through WSP instead who are locking their debt to earnings, yet grow by acquiring.  

contractors
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He's playing infrastructure through WSP instead who are locking their debt to earnings, yet grow by acquiring.  

contractors
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$47.960
Owned Owned
No

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BUY
WSP Global Inc.(WSP-T) 

October 17, 2018

He's playing infrastructure through WSP who are locking their debt to earnings, yet grow by acquiring. A conservative approach he likes.

Business Services
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He's playing infrastructure through WSP who are locking their debt to earnings, yet grow by acquiring. A conservative approach he likes.

Business Services
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$66.630
Owned Owned
Yes

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PAST TOP PICK

(Past Top Pick Aug. 222018, Down 17%) He'd still buy it. Their topline revenues is growing 62% and accelerating and doubling his expecations. True, the stock is down 30% YTD. These things happen in tech stocks which will have structural pullbacks. Look at Apple in 2006.

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(Past Top Pick Aug. 222018, Down 17%) He'd still buy it. Their topline revenues is growing 62% and accelerating and doubling his expecations. True, the stock is down 30% YTD. These things happen in tech stocks which will have structural pullbacks. Look at Apple in 2006.

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$148.140
Owned Owned
Yes

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