Stock Opinions by David Cockfield - Stockchase Experts
WATCH LIST
3109
David Cockfield @

On Stockchase since : Apr 2001

Managing Director at Northland Wealth Management

Reveal Expert Performance

David Cockfield hasn’t left any messages.


David Cockfield Latest Top Picks...

Stock Opinions by David Cockfield - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
General Market Comment 

March 7, 2019

U.S. market were cool today and having its weakest week so far in 2019. We need a little pause after a great run in America, while the TSX is outperforming them and holding at 16,000. If oil comes back, then Canada will really outperform. No, oil won't disappear in the next decade as soon advisors believe. Not at all. Europe will continue to have problems, lumping along, though Italy is a worry. Overall, Europe matters less and less in the big picture. Does Europe really affect us now? He's more interested in what happens in China, India, Korea and even Brazil. He's convinced there'll be a US-China deal and normal relations will return, though the Richardson canola oil ban is troubling. He feels the projections of growth in Canada are overstated; a rise in oil prices would help, of course.
0 0 0 0 0
0 comments
U.S. market were cool today and having its weakest week so far in 2019. We need a little pause after a great run in America, while the TSX is outperforming them and holding at 16,000. If oil comes back, then Canada will really outperform. No, oil won't disappear in the next decade as soon advisors believe. Not at all. Europe will continue to have problems, lumping along, though Italy is a worry. Overall, Europe matters less and less in the big picture. Does Europe really affect us now? He's more interested in what happens in China, India, Korea and even Brazil. He's convinced there'll be a US-China deal and normal relations will return, though the Richardson canola oil ban is troubling. He feels the projections of growth in Canada are overstated; a rise in oil prices would help, of course.
Unknown
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$0.000
Owned Owned
Unknown

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

HOLD
Westjet Airlines(WJA-T) 

March 7, 2019

He's had mostly bad experiences with airline stocks over the years. WJA's recent numbers look good, and he doesn't see less travelling in North America. WJA has done some profit-protecting moves and should do okay. They've corrected with their recent numbers.
Transportation
0 0 0 0 0
0 comments
He's had mostly bad experiences with airline stocks over the years. WJA's recent numbers look good, and he doesn't see less travelling in North America. WJA has done some profit-protecting moves and should do okay. They've corrected with their recent numbers.
Transportation
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$20.410
Owned Owned
No

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

COMMENT
General Market Comment 

March 7, 2019

The cannabis space Approach with great caution. The U.S. states and even federal may approve more cannabis use--and the U.S. market is far bigger than ours. Our cannabis stocks will likely go south. He would sell.
0 0 0 0 0
0 comments
The cannabis space Approach with great caution. The U.S. states and even federal may approve more cannabis use--and the U.S. market is far bigger than ours. Our cannabis stocks will likely go south. He would sell.
Unknown
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$0.000
Owned Owned
Unknown

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

BUY
He's owned it in the past. A great company--diversifed around the world and has great experience. Solid and well-run and pays a reasonable dividend. Interest rates won't rise much higher and may possibly decline. The dividend will remain competitive for a while.
REAL ESTATE
0 0 0 0 0
0 comments
He's owned it in the past. A great company--diversifed around the world and has great experience. Solid and well-run and pays a reasonable dividend. Interest rates won't rise much higher and may possibly decline. The dividend will remain competitive for a while.
REAL ESTATE
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$26.200
Owned Owned
No

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

COMMENT
They expanded into western Canada and didn't do well, though earnings projections for this year and next promise increases. They're converting some stores to Freshco, a good move. This is a growth stock in a safe industry. Wishes the dividend were higher. It's a tough industry to be in. If you're worried about Alberta, then avoid this. EMP is making the right moves, though.
food stores
0 0 0 0 0
0 comments
They expanded into western Canada and didn't do well, though earnings projections for this year and next promise increases. They're converting some stores to Freshco, a good move. This is a growth stock in a safe industry. Wishes the dividend were higher. It's a tough industry to be in. If you're worried about Alberta, then avoid this. EMP is making the right moves, though.
food stores
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$29.710
Owned Owned
Unknown

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

BUY
It's taken quite a dip recently after a good run-up. Now, it's a buy. He follows it. The multiple has fallen to a reasonable level. Nothing hugely negative has hit them. Good operators.
Automotive
0 0 0 0 0
0 comments
It's taken quite a dip recently after a good run-up. Now, it's a buy. He follows it. The multiple has fallen to a reasonable level. Nothing hugely negative has hit them. Good operators.
Automotive
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$34.230
Owned Owned
No

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

HOLD
Enbridge(ENB-T) 

March 7, 2019

They just heard that their line 3 will be delayed to end-2020, a big setback. It's a solid utility and he expects line 3 will get built eventually.
oil/gas pipelines
0 0 0 0 0
0 comments
They just heard that their line 3 will be delayed to end-2020, a big setback. It's a solid utility and he expects line 3 will get built eventually.
oil/gas pipelines
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$48.910
Owned Owned
Unknown

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

BUY
A great performer for him. Solid companies in this American ETF. This is a safe way to play the U.S. BMO may have a hedged version of this. He thinks the Canadian market will outperforming American this year, so look at ZLB (the Canadian version of this). (XIC is more volatile and riskier.)
E.T.F.'s
0 0 0 0 0
0 comments
A great performer for him. Solid companies in this American ETF. This is a safe way to play the U.S. BMO may have a hedged version of this. He thinks the Canadian market will outperforming American this year, so look at ZLB (the Canadian version of this). (XIC is more volatile and riskier.)
E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$35.020
Owned Owned
Yes

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

WAIT
Wait till after Brexit? Definitely. VIGI has a lot of British holdings. He's cautious about this ETF and is not adding to it. He hopes that saner heads will prevail and lead to a second Brexit vote and Britain will return to the EU, which he thinks will greatly benefit the UK.
E.T.F.'s
0 0 0 0 0
0 comments
Wait till after Brexit? Definitely. VIGI has a lot of British holdings. He's cautious about this ETF and is not adding to it. He hopes that saner heads will prevail and lead to a second Brexit vote and Britain will return to the EU, which he thinks will greatly benefit the UK.
E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$62.650
Owned Owned
Yes

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

PAST TOP PICK
(A Top Pick Feb 02/18, Down 3%) Not a bad return given the markets we've had over the last year.
E.T.F.'s
0 0 0 0 0
0 comments
(A Top Pick Feb 02/18, Down 3%) Not a bad return given the markets we've had over the last year.
E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$109.140
Owned Owned
Yes

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

PAST TOP PICK
(A Top Pick Feb 02/18, Down 17%) He's holding onto this, because they hold many off-shore European assets and they generate a lot of cash flow. A safe dividend. Under the same cloud as all Canadian oil stocks, though.
oil/gas
0 0 0 0 0
0 comments
(A Top Pick Feb 02/18, Down 17%) He's holding onto this, because they hold many off-shore European assets and they generate a lot of cash flow. A safe dividend. Under the same cloud as all Canadian oil stocks, though.
oil/gas
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$34.880
Owned Owned
Yes

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

PAST TOP PICK
BCE Inc.(BCE-T) 

March 7, 2019

(A Top Pick Feb 02/18, Up 11%) Good for regular cash flow and he expects a dividend increase. This sector continues to grow and BCE came raise charges. Telcos are a good space and BCE is the biggest player here.
telephone utilities
0 0 0 0 0
0 comments
(A Top Pick Feb 02/18, Up 11%) Good for regular cash flow and he expects a dividend increase. This sector continues to grow and BCE came raise charges. Telcos are a good space and BCE is the biggest player here.
telephone utilities
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$58.970
Owned Owned
Yes

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

DON'T BUY
He doesn't see a downturn, but if there is then XGD isn't bad. He'd like to see more inflation, which is flat now. Until there's inflation or interest rates, he won't rush into gold. The junior gold producers are tricky to judge; he's had some problem with them.
E.T.F.'s
0 0 0 0 0
0 comments
He doesn't see a downturn, but if there is then XGD isn't bad. He'd like to see more inflation, which is flat now. Until there's inflation or interest rates, he won't rush into gold. The junior gold producers are tricky to judge; he's had some problem with them.
E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$11.930
Owned Owned
No

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

BUY
He's impressed with Brookfield as a company. Long-term this is a sector that'll continue to attract bigger and bigger investors like pension funds. Their highway 407 continues to make them money.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
He's impressed with Brookfield as a company. Long-term this is a sector that'll continue to attract bigger and bigger investors like pension funds. Their highway 407 continues to make them money.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$54.300
Owned Owned
Unknown

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

DON'T BUY
Encana Corp(ECA-T) 

March 7, 2019

The oil sector remains in limbo until this sector sees light at the end of the tunnel. If you own oil stocks, hold them, but don't add.
oil/gas
0 0 0 0 0
0 comments
The oil sector remains in limbo until this sector sees light at the end of the tunnel. If you own oil stocks, hold them, but don't add.
oil/gas
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$9.170
Owned Owned
No

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

Showing 1 to 15 of 3,109 entries
Successfully Saved Company
Successfully Saved Company