Stock Opinions by David Burrows - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment September 19, 2018 All the way through this bull market, people have been nervous. Bull markets die of excess, but that we have been in a cautious expansion. We are in the early stages of a reflation in the economy. There are no signs of recession on the horizon. The market is healthy. Tilray took off today: that's investing, not speculating. He'd be concerned about buying cannabis stocks, but if you have the stomach for it, all the power to you. He doesn't have the stomach for it. Some cannabis companies will do well and others will be wreckage. 0 0 0 0 0 0 comments	All the way through this bull market, people have been nervous. Bull markets die of excess, but that we have been in a cautious expansion. We are in the early stages of a reflation in the economy. There are no signs of recession on the horizon. The market is healthy. Tilray took off today: that's investing, not speculating. He'd be concerned about buying cannabis stocks, but if you have the stomach for it, all the power to you. He doesn't have the stomach for it. Some cannabis companies will do well and others will be wreckage. Unknown 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $0.020 Owned Unknown	Sign up or Log in to enjoy full view of charts.

BUY	Canadian Natural Rsrcs(CNQ-T) September 19, 2018 Energy producers have been weak this summer, but strengthening in the last few weeks. He looks for companies that thrive through too patches. CNQ is better than the group. The sector is catching a bid; the cyclicals will do better in this next part of the cycle. They will generate a lot of cash and improve their multiples. CNQ will do well. oil/gas 0 0 0 0 0 0 comments	Energy producers have been weak this summer, but strengthening in the last few weeks. He looks for companies that thrive through too patches. CNQ is better than the group. The sector is catching a bid; the cyclicals will do better in this next part of the cycle. They will generate a lot of cash and improve their multiples. CNQ will do well. oil/gas 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $42.470 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Intel(INTC-Q) September 19, 2018 There's been profit-taking in tech in the past 4 weeks when those stock peaked; semis were especially sold off. Intel pays a 2.6% dividend yield, offers good share buybacks and is a leader in the space. electrical/electronic 0 0 0 0 0 0 comments	There's been profit-taking in tech in the past 4 weeks when those stock peaked; semis were especially sold off. Intel pays a 2.6% dividend yield, offers good share buybacks and is a leader in the space. electrical/electronic 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $46.150 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Amazon.com(AMZN-Q) September 19, 2018 All tech HAS pulled back in the past two weeks. It's a secular leader in a secular theme. Give it the benefit of the doubt. Amazon is nowhere close to stopping its momentum. specialty stores 0 0 0 0 0 0 comments	All tech HAS pulled back in the past two weeks. It's a secular leader in a secular theme. Give it the benefit of the doubt. Amazon is nowhere close to stopping its momentum. specialty stores 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $1926.420 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Enbridge Income Fund Holdings(ENF-T) September 19, 2018 ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates. oil/gas 0 0 0 0 0 0 comments	ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates. oil/gas 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $33.520 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	Enbridge(ENB-T) September 19, 2018 ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates. oil/gas pipelines 0 0 0 0 0 0 comments	ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates. oil/gas pipelines 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $44.740 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Visa Inc.(V-N) September 19, 2018 Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term, we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally. other services 0 0 0 0 0 0 comments	Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term, we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally. other services 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $147.420 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Square Inc(SQ-N) September 19, 2018 Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term, we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally. 0 0 0 0 0 0 comments	Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term, we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally. 0 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $84.800 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Micron Technology(MU-Q) September 19, 2018 It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him. computer software/processing 0 0 0 0 0 0 comments	It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him. computer software/processing 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $45.060 Owned Unknown	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	ETrade Financial Corp.(ETFC-Q) September 19, 2018 (Past Top Pick, August 16, 2017, Up 38%) Sold at a good profit. It's well-run. He likes this space, online trading. Expects trading volumes online to increase. This space has consolidated in the past few months. It could be taken out by someone like a Schwab. investment companies/funds 0 0 0 0 0 0 comments	(Past Top Pick, August 16, 2017, Up 38%) Sold at a good profit. It's well-run. He likes this space, online trading. Expects trading volumes online to increase. This space has consolidated in the past few months. It could be taken out by someone like a Schwab. investment companies/funds 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $55.780 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	BCE Inc.(BCE-T) September 19, 2018 Even with the telcos bouncing up in the summer, BCE did not. Little growth here. People buy this for the dividend. He wouldn't buy any telco now, and BCE is among the weaker ones. telephone utilities 0 0 0 0 0 0 comments	Even with the telcos bouncing up in the summer, BCE did not. Little growth here. People buy this for the dividend. He wouldn't buy any telco now, and BCE is among the weaker ones. telephone utilities 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $51.910 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Alibaba Group Holding(BABA-N) September 19, 2018 An important Chinese company. Only 16% of Chinese stocks have an upward bias now. He closely watches Chinese stocks. Alibaba has held on longer than most in China, but it eventually broke support at $170. He needs the Chinese market and Alibaba to recover (to $170) before he steps back in. We're in a time when he'd favour US stocks over Chinese given trade tensions. 0 0 0 0 0 0 comments	An important Chinese company. Only 16% of Chinese stocks have an upward bias now. He closely watches Chinese stocks. Alibaba has held on longer than most in China, but it eventually broke support at $170. He needs the Chinese market and Alibaba to recover (to $170) before he steps back in. We're in a time when he'd favour US stocks over Chinese given trade tensions. 0 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $162.630 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Toronto Dominion(TD-T) September 19, 2018 Do you see TD hitting $87 in Q4? He'd rather buy a US bank or at least a Canadian one with US exposure--TD and BMO. Both have excellent loan growth in the U.S. You're paid a good yield by TD and it's trading better than most of the S&P 500. banks 0 0 0 0 0 0 comments	Do you see TD hitting $87 in Q4? He'd rather buy a US bank or at least a Canadian one with US exposure--TD and BMO. Both have excellent loan growth in the U.S. You're paid a good yield by TD and it's trading better than most of the S&P 500. banks 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $79.310 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	CVS Health Corp(CVS-N) September 19, 2018 The drug stocks are defensive. Consumer discretionary has been doing well. CVS had 19% earnings growth, and estimated 4% next year, which is not enough in a bull market to take advantage of economic strength. You could see money rotate away from this sector. specialty stores 0 0 0 0 0 0 comments	The drug stocks are defensive. Consumer discretionary has been doing well. CVS had 19% earnings growth, and estimated 4% next year, which is not enough in a bull market to take advantage of economic strength. You could see money rotate away from this sector. specialty stores 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $78.960 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Boeing(BA-N) September 19, 2018 Aerospace and defence have long contracts, so that's attractive. Also, you don't pay for the future as you do with pharma, because these companies keep their projects in development in secret; then they just unveil them. He likes Boeing for its civil aviation and defence sides. He prefers this over Lockheed. Transportation 0 0 0 0 0 0 comments	Aerospace and defence have long contracts, so that's attractive. Also, you don't pay for the future as you do with pharma, because these companies keep their projects in development in secret; then they just unveil them. He likes Boeing for its civil aviation and defence sides. He prefers this over Lockheed. Transportation 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $365.220 Owned Unknown	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by David Burrows - Stockchase Experts