Stock Opinions by David Burrows - Stockchase Experts
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David Burrows

On Stockchase since : Jun 2001

President & Chief Investment Strategist at Barometer Capital Management

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Stock Opinions by David Burrows - Stockchase Experts

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WEAK BUY
TransCanada Corp(TRP-T) 

February 7, 2019

The energy space was tough last year. This has been rising since September, relative to the energy space. It has performed well through the recovery. Nice dividend, growing at about 6% annually. If you took at three year period in the market it will under-perform but be more stable.
oil/gas pipelines
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The energy space was tough last year. This has been rising since September, relative to the energy space. It has performed well through the recovery. Nice dividend, growing at about 6% annually. If you took at three year period in the market it will under-perform but be more stable.
oil/gas pipelines
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David Burrows

President , Barometer Capital Ma...

Price Price
$55.730
Owned Owned
Unknown

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WEAK BUY
International Paper Co(IP-N) 

September 21, 2017

We are in a process of reflating the system and materials are behaving quite well.  Breadth is expanding and momentum is improving.  He owns another.  This one does look good and pricing is firm.  They should continue to do well.  He really likes the timber companies, though.

paper products/business forms
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We are in a process of reflating the system and materials are behaving quite well.  Breadth is expanding and momentum is improving.  He owns another.  This one does look good and pricing is firm.  They should continue to do well.  He really likes the timber companies, though.

paper products/business forms
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David Burrows

President , Barometer Capital Ma...

Price Price
$57.290
Owned Owned
No

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WEAK BUY
Twitter, Inc(TWTR-N) 

August 16, 2017

Social Media is a force that is going to continue for some time. This has been a really volatile stock because they’ve had a hard time finding the right mix of business to deliver earnings to investors. Years ago it was a momentum stock, but today it is more of a value stock. It has a tremendous number of people that use the service, and you are not paying much for that. They haven’t got the service right yet, but it is a really dominant platform. Technically it made a low in April/16, then rallied and pulled back. It made a higher low in April of this year of around $14. It has pulled back again. There are 2 things that can go right. 1.) They ultimately get the business model right and take advantage of all those users. 2.) Somebody decides to buy the assets and make it more usable. Doesn’t think there is a lot of room to get hurt. Would prefer to focus on Facebook (FB-Q).

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Social Media is a force that is going to continue for some time. This has been a really volatile stock because they’ve had a hard time finding the right mix of business to deliver earnings to investors. Years ago it was a momentum stock, but today it is more of a value stock. It has a tremendous number of people that use the service, and you are not paying much for that. They haven’t got the service right yet, but it is a really dominant platform. Technically it made a low in April/16, then rallied and pulled back. It made a higher low in April of this year of around $14. It has pulled back again. There are 2 things that can go right. 1.) They ultimately get the business model right and take advantage of all those users. 2.) Somebody decides to buy the assets and make it more usable. Doesn’t think there is a lot of room to get hurt. Would prefer to focus on Facebook (FB-Q).

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David Burrows

President , Barometer Capital Ma...

Price Price
$16.160
Owned Owned
No

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WEAK BUY
Agrium(AGU-T) 

February 14, 2017

Agricultural is starting to perform better. This one gives you great exposure across retail and products. It is very close to making new highs. This is the right time of the year to be buying agriculture stocks. He wouldn’t have a problem buying this, but the group is not one of the strongest sectors in the market. He prefers other places.

chemicals
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Agricultural is starting to perform better. This one gives you great exposure across retail and products. It is very close to making new highs. This is the right time of the year to be buying agriculture stocks. He wouldn’t have a problem buying this, but the group is not one of the strongest sectors in the market. He prefers other places.

chemicals
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David Burrows

President , Barometer Capital Ma...

Price Price
$140.100
Owned Owned
Unknown

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WEAK BUY
Agrium(AGU-T) 

December 13, 2016

Agrium and Potash have gone through a pretty good basing period, and technically have broken out. You could probably own either one. He prefers Agrium, which gives a broader base. Ultimately, they are going to trade in line with each other. They have both pulled back recently, giving you an entry point. You don’t want to be overly focused in this group.

chemicals
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Agrium and Potash have gone through a pretty good basing period, and technically have broken out. You could probably own either one. He prefers Agrium, which gives a broader base. Ultimately, they are going to trade in line with each other. They have both pulled back recently, giving you an entry point. You don’t want to be overly focused in this group.

chemicals
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David Burrows

President , Barometer Capital Ma...

Price Price
$135.300
Owned Owned
Unknown

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WEAK BUY

Agrium and Potash have gone through a pretty good basing period, and technically have broken out. You could probably own either one. He prefers Agrium, which gives a broader base. Ultimately, they are going to trade in line with each other. They have both pulled back recently, giving you an entry point. You don’t want to be overly focused in this group.

integrated mines
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0 comments

Agrium and Potash have gone through a pretty good basing period, and technically have broken out. You could probably own either one. He prefers Agrium, which gives a broader base. Ultimately, they are going to trade in line with each other. They have both pulled back recently, giving you an entry point. You don’t want to be overly focused in this group.

integrated mines
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David Burrows

President , Barometer Capital Ma...

Price Price
$24.490
Owned Owned
Unknown

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WEAK BUY

Of the key themes in this market is something called beta. Resources and basic materials have been part of that. This stock is really, so far, a retracement of some of the losses over the last 2 years. When you have a bust, things may go down 65%-70%, which oil did, and will very often have as much is a 50% bounce off the bottom, as people go looking for the money they lost on the way down. You have to go through a long period of restructuring in the industry before you ever get a sustainable rally. This company built its business on growth, making acquisitions and growing their production, but they don’t have a balance sheet to make those kinds of accretive acquisitions today, so it is going to be difficult. You’re not going to get hurt too badly right, but he would prefer longer-term to look at a different sector.

oil/gas
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Of the key themes in this market is something called beta. Resources and basic materials have been part of that. This stock is really, so far, a retracement of some of the losses over the last 2 years. When you have a bust, things may go down 65%-70%, which oil did, and will very often have as much is a 50% bounce off the bottom, as people go looking for the money they lost on the way down. You have to go through a long period of restructuring in the industry before you ever get a sustainable rally. This company built its business on growth, making acquisitions and growing their production, but they don’t have a balance sheet to make those kinds of accretive acquisitions today, so it is going to be difficult. You’re not going to get hurt too badly right, but he would prefer longer-term to look at a different sector.

oil/gas
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David Burrows

President , Barometer Capital Ma...

Price Price
$21.080
Owned Owned
Unknown

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WEAK BUY
Stella-Jones Inc.(SJ-T) 

September 29, 2015

Canadian forest companies get a benefit from the weak dollar. He does not own it because he is out of resources, but if he had to own a forest, it would be this one.

misc industrial products
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Canadian forest companies get a benefit from the weak dollar. He does not own it because he is out of resources, but if he had to own a forest, it would be this one.

misc industrial products
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David Burrows

President , Barometer Capital Ma...

Price Price
$42.220
Owned Owned
Unknown

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WEAK BUY
General Market Comment 

September 29, 2015

Solar or Wind recommendation.  He is cautious on energy.  It is a tough space to be.  He recommends ETFs (e.g. TAN-N) for the group.  TSLA-Q is also recommended.  VMC-N is another.  Be careful adding anything in this space except as a trade.

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Solar or Wind recommendation.  He is cautious on energy.  It is a tough space to be.  He recommends ETFs (e.g. TAN-N) for the group.  TSLA-Q is also recommended.  VMC-N is another.  Be careful adding anything in this space except as a trade.

Unknown
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David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
Unknown

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WEAK BUY
General Market Comment 

January 26, 2015

Gold. Having been out of gold for about 18 months, he recently started back in with some “very partial” positions in some of the equities. The market has been on more of a defensive footing over the last few weeks. If the gold equities start to outperform the metal, that is something that may point to a little bit more strength coming in the future. He does have some concerns about gold, so he is looking at this as a shorter term trade to begin with. He prefers Franco-Nevada (FNV-T), which is a royalty company. Their price held in much better than the group and they have a very defensible business model. The key risk for gold right now is that it is a defensive play, and things in the US are getting better.

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Gold. Having been out of gold for about 18 months, he recently started back in with some “very partial” positions in some of the equities. The market has been on more of a defensive footing over the last few weeks. If the gold equities start to outperform the metal, that is something that may point to a little bit more strength coming in the future. He does have some concerns about gold, so he is looking at this as a shorter term trade to begin with. He prefers Franco-Nevada (FNV-T), which is a royalty company. Their price held in much better than the group and they have a very defensible business model. The key risk for gold right now is that it is a defensive play, and things in the US are getting better.

Unknown
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David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
Yes

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WEAK BUY
Magna Int'l. (A)(MG-T) 

October 9, 2014

Anybody who has significant Europe exposure is facing big headwinds.  He is sitting on the 1 yard line.  He prefers parts makers to manufacturers.

Automotive
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Anybody who has significant Europe exposure is facing big headwinds.  He is sitting on the 1 yard line.  He prefers parts makers to manufacturers.

Automotive
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David Burrows

President , Barometer Capital Ma...

Price Price
$102.920
Owned Owned
Unknown

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WEAK BUY

A core holding for him.  The acquisition they made makes sense.  Thinks it is relatively early days. 

oil/gas
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A core holding for him.  The acquisition they made makes sense.  Thinks it is relatively early days. 

oil/gas
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David Burrows

President , Barometer Capital Ma...

Price Price
$48.630
Owned Owned
Unknown

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WEAK BUY

You should see 8-10% total return.  It is not a cheap stock, but you could put it away in the portfolio.

INDUSTRIAL PRODUCTS
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You should see 8-10% total return.  It is not a cheap stock, but you could put it away in the portfolio.

INDUSTRIAL PRODUCTS
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David Burrows

President , Barometer Capital Ma...

Price Price
$44.700
Owned Owned
No

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WEAK BUY
Metlife(MET-N) 

June 12, 2014

When looking at insurers, a key question is, do you think rates are going higher or lower? Certainly higher long-term rates are good for insurance companies. Secondly, many of them are focused in the wealth management side of things. He would guess that if he had to pick a direction, rates will work a little higher, but he doesn’t expect this will give a huge tailwind. His focus in financials has been more specifically in pure asset managers. This would be his 1st choice. You get great quality under something like Sun Life (SLF-T). On this company, you probably get an industry return. It has a 2+ percent return.

insurance
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When looking at insurers, a key question is, do you think rates are going higher or lower? Certainly higher long-term rates are good for insurance companies. Secondly, many of them are focused in the wealth management side of things. He would guess that if he had to pick a direction, rates will work a little higher, but he doesn’t expect this will give a huge tailwind. His focus in financials has been more specifically in pure asset managers. This would be his 1st choice. You get great quality under something like Sun Life (SLF-T). On this company, you probably get an industry return. It has a 2+ percent return.

insurance
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David Burrows

President , Barometer Capital Ma...

Price Price
$54.330
Owned Owned
No

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WEAK BUY

Auto group is one he likes as a sector, but prefers parts companies and sub assemblers.  It has consolidated over the next few months.  He is still not there technically.  Numbers out today were a little bit better.

Automotive
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Auto group is one he likes as a sector, but prefers parts companies and sub assemblers.  It has consolidated over the next few months.  He is still not there technically.  Numbers out today were a little bit better.

Automotive
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David Burrows

President , Barometer Capital Ma...

Price Price
$34.900
Owned Owned
No

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