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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General Market Comment 

February 7, 2019

Market. Multi asset funds have struggled over the last while. Last year was a whip saw year where we were up and down dramatically. He focuses on structural long term themes. In 1994 he learned not to get too aggressive on the sell side because the recovery comes so quickly. This is playing out again. He made a call to stay with his positions into year end and then they rallied back. Last December's exit from the markets dwarfed the worst 4 week period in 2008.
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Market. Multi asset funds have struggled over the last while. Last year was a whip saw year where we were up and down dramatically. He focuses on structural long term themes. In 1994 he learned not to get too aggressive on the sell side because the recovery comes so quickly. This is playing out again. He made a call to stay with his positions into year end and then they rallied back. Last December's exit from the markets dwarfed the worst 4 week period in 2008.
Unknown
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David Burrows

President , Barometer Capital Ma...

Price Price
$0.000
Owned Owned
_N/A

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HOLD
Hess Corp.(HES-N) 

February 7, 2019

It is interesting because they have some very large finds. One is about as large an oil find as there has been in the last 20 years. It has rallied off the lows and has come back quite nicely although not rallying as well as others in the group. It is not one of the leadership groups.
integrated oils
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It is interesting because they have some very large finds. One is about as large an oil find as there has been in the last 20 years. It has rallied off the lows and has come back quite nicely although not rallying as well as others in the group. It is not one of the leadership groups.
integrated oils
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David Burrows

President , Barometer Capital Ma...

Price Price
$53.250
Owned Owned
Unknown

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BUY
CGI Group (A)(GIB.A-T) 

February 7, 2019

There is a secular theme where companies will continue to spend on IT development. The industry is growing between 5 and 6%, roughly twice the growth rate of the economy. They can now make another acquisition and he is watching for potential catalysts.
consulting
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There is a secular theme where companies will continue to spend on IT development. The industry is growing between 5 and 6%, roughly twice the growth rate of the economy. They can now make another acquisition and he is watching for potential catalysts.
consulting
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David Burrows

President , Barometer Capital Ma...

Price Price
$88.610
Owned Owned
Unknown

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BUY
On a 12 months basis it is better than 85% of the companies in the NYSE. Healthcare has come back quite nicely. This is trading well above a rising 150 day average. This is a theme you can depend on. Managed Healthcare. Continue to hold it.
medical services
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On a 12 months basis it is better than 85% of the companies in the NYSE. Healthcare has come back quite nicely. This is trading well above a rising 150 day average. This is a theme you can depend on. Managed Healthcare. Continue to hold it.
medical services
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David Burrows

President , Barometer Capital Ma...

Price Price
$268.160
Owned Owned
Unknown

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BUY
Waste Connections(WCN-T) 

February 7, 2019

This selloff in the fall was a correction and not a transition. The US economy is in good shape. This one is in a good industry. It is trading at a new relative high. If you believe we have a soft landing this year, you want to own things focused on the US domestic economy.
Transportation & Environmental Services
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This selloff in the fall was a correction and not a transition. The US economy is in good shape. This one is in a good industry. It is trading at a new relative high. If you believe we have a soft landing this year, you want to own things focused on the US domestic economy.
Transportation & Environmental Services
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David Burrows

President , Barometer Capital Ma...

Price Price
$111.340
Owned Owned
Unknown

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BUY
Enbridge(ENB-T) 

February 7, 2019

It has been really good at executing within their industry. They have strong metrics that they judge their operations against. They have grown their dividend over time. We are seeing a reflation in the economy and we need a rising stream of dividends going forward, which this has.
oil/gas pipelines
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It has been really good at executing within their industry. They have strong metrics that they judge their operations against. They have grown their dividend over time. We are seeing a reflation in the economy and we need a rising stream of dividends going forward, which this has.
oil/gas pipelines
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David Burrows

President , Barometer Capital Ma...

Price Price
$49.310
Owned Owned
Unknown

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BUY
XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
E.T.F.'s
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XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
E.T.F.'s
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David Burrows

President , Barometer Capital Ma...

Price Price
$24.990
Owned Owned
Unknown

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BUY
SPDR S&P 500 ETF(SPY-N) 

February 7, 2019

XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
E.T.F.'s
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XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
E.T.F.'s
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David Burrows

President , Barometer Capital Ma...

Price Price
$270.170
Owned Owned
Unknown

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BUY
XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
E.T.F.'s
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0 comments
XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
E.T.F.'s
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David Burrows

President , Barometer Capital Ma...

Price Price
$70.570
Owned Owned
Unknown

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SELL
Inter Pipeline(IPL-T) 

February 7, 2019

It is a bit of a poor cousin to ENB-T. Despite the fact that defensives sectors did well through the fall, it is still at a 52 week low relative to the market so its been signifncantly under performing. He would stay in ENB-T, but look even more for dividend growth. He suggests looking more to dividend growth like financials vs the big pipes.

oil pipelines
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It is a bit of a poor cousin to ENB-T. Despite the fact that defensives sectors did well through the fall, it is still at a 52 week low relative to the market so its been signifncantly under performing. He would stay in ENB-T, but look even more for dividend growth. He suggests looking more to dividend growth like financials vs the big pipes.

oil pipelines
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David Burrows

President , Barometer Capital Ma...

Price Price
$20.680
Owned Owned
Unknown

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COMMENT
What comes screaming back is the previous leaders. There is persistence. Internet retail is the first one to break down and the first one to reverse. Basic materials are the area starting to make a turn. It would be complimentary to add some Canada.
E.T.F.'s
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What comes screaming back is the previous leaders. There is persistence. Internet retail is the first one to break down and the first one to reverse. Basic materials are the area starting to make a turn. It would be complimentary to add some Canada.
E.T.F.'s
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David Burrows

President , Barometer Capital Ma...

Price Price
$215.120
Owned Owned
Unknown

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WAIT
Manulife Financial(MFC-T) 

February 7, 2019

The problem is that life insurance companies are having a tough time. You are dealing with a tough sector back drop.
insurance
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The problem is that life insurance companies are having a tough time. You are dealing with a tough sector back drop.
insurance
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David Burrows

President , Barometer Capital Ma...

Price Price
$21.090
Owned Owned
Unknown

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BUY on WEAKNESS
Magna Int'l. (A)(MG-T) 

February 7, 2019

The auto and auto sector rolled over early last year with a mid-cycle slow down. This sector is relatively outperforming now. He thinks we have seen a turn. We need a pull back. Then they will perform well over the next year.
Automotive
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The auto and auto sector rolled over early last year with a mid-cycle slow down. This sector is relatively outperforming now. He thinks we have seen a turn. We need a pull back. Then they will perform well over the next year.
Automotive
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David Burrows

President , Barometer Capital Ma...

Price Price
$67.480
Owned Owned
Unknown

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PAST TOP PICK
Microsoft(MSFT-Q) 

February 7, 2019

(A Top Pick Jan 31/18, Up 13%) There is a secular theme in software as a service, as well as the cloud and this one is right in the middle of this. They are the absolute leader in their space. It pulled off its highs, but as one of the last stocks to sell off, it is a company you can buy here and hold it for 2 to 3 years.
computer software/processing
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(A Top Pick Jan 31/18, Up 13%) There is a secular theme in software as a service, as well as the cloud and this one is right in the middle of this. They are the absolute leader in their space. It pulled off its highs, but as one of the last stocks to sell off, it is a company you can buy here and hold it for 2 to 3 years.
computer software/processing
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David Burrows

President , Barometer Capital Ma...

Price Price
$105.210
Owned Owned
Yes

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PAST TOP PICK
Charles Schwab Corp(SCHW-N) 

February 7, 2019

(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
investment companies/funds
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(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
investment companies/funds
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David Burrows

President , Barometer Capital Ma...

Price Price
$45.180
Owned Owned
No

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PAST TOP PICK
United Rentals(URI-N) 

February 7, 2019

(A Top Pick Jan 31/18, Down 29%) It is a proxy for the broad US economy and also for the cycle itself. We will have to see if the numbers re-accelerate.
Financial Services
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(A Top Pick Jan 31/18, Down 29%) It is a proxy for the broad US economy and also for the cycle itself. We will have to see if the numbers re-accelerate.
Financial Services
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David Burrows

President , Barometer Capital Ma...

Price Price
$127.960
Owned Owned
Unknown

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DON'T BUY
Parkland Fuel Corp(PKI-T) 

February 7, 2019

They have done a good job of operating the business over time. Dividend growth has been slow. He prefers ATD.B-T.
merchandising/lodging
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They have done a good job of operating the business over time. Dividend growth has been slow. He prefers ATD.B-T.
merchandising/lodging
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David Burrows

President , Barometer Capital Ma...

Price Price
$37.040
Owned Owned
No

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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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DON'T BUY
Imperial Oil(IMO-T) 

February 7, 2019

He would be looking for a turn relative to its group and relative to the market and neither of those two are happening. It has been having a difficult time generating a total return over the years. There are better places.
integrated oils
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He would be looking for a turn relative to its group and relative to the market and neither of those two are happening. It has been having a difficult time generating a total return over the years. There are better places.
integrated oils
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David Burrows

President , Barometer Capital Ma...

Price Price
$35.980
Owned Owned
Unknown

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DON'T BUY
XPO Logistics, Inc(XPO-N) 

February 7, 2019

In the last little while it has had a tough go. It has beaten only 6% of stocks on the S&P over the last year. He likes the transports but the rails more. You could buy IYT-N and that would be a better bet.
Transportation
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In the last little while it has had a tough go. It has beaten only 6% of stocks on the S&P over the last year. He likes the transports but the rails more. You could buy IYT-N and that would be a better bet.
Transportation
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David Burrows

President , Barometer Capital Ma...

Price Price
$59.660
Owned Owned
Unknown

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DON'T BUY
Keyera Corp(KEY-T) 

February 7, 2019

Energy infrastructure has bounced off the lows but is still an under-performer. They grew their dividend over 10% which is attractive but he would prefer to go more for market strength. Look at financials or apartment REITs. ENB-T would be better also.
oil/gas
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Energy infrastructure has bounced off the lows but is still an under-performer. They grew their dividend over 10% which is attractive but he would prefer to go more for market strength. Look at financials or apartment REITs. ENB-T would be better also.
oil/gas
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David Burrows

President , Barometer Capital Ma...

Price Price
$28.280
Owned Owned
Unknown

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BUY
It is a great company and has been well managed over time. They grew about 12% on the dividend over time. He prefers a higher dividend vs. a higher growth of the dividend. CNR-T has had great pricing power over time. This one has a really defendable position.
Transportation
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It is a great company and has been well managed over time. They grew about 12% on the dividend over time. He prefers a higher dividend vs. a higher growth of the dividend. CNR-T has had great pricing power over time. This one has a really defendable position.
Transportation
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David Burrows

President , Barometer Capital Ma...

Price Price
$109.970
Owned Owned
Unknown

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BUY
Organic LED devices for consumer electronics. He likes the tech group. These guys are a leading in their space. It held in much better since September, relative to their group. This one looks timely.
electrical/electronic
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Organic LED devices for consumer electronics. He likes the tech group. These guys are a leading in their space. It held in much better since September, relative to their group. This one looks timely.
electrical/electronic
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David Burrows

President , Barometer Capital Ma...

Price Price
$110.050
Owned Owned
Unknown

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BUY
Semi-conductors had a really hard fourth quarter. Skyworks provided a number that was weak and the stock took off, telling you that the market is looking beyond the current slowdown. It is a great way to play the components companies.
electrical/electronic
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Semi-conductors had a really hard fourth quarter. Skyworks provided a number that was weak and the stock took off, telling you that the market is looking beyond the current slowdown. It is a great way to play the components companies.
electrical/electronic
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David Burrows

President , Barometer Capital Ma...

Price Price
$81.560
Owned Owned
Unknown

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HOLD
Cameco Corporation(CCO-T) 

February 7, 2019

There is secular growth and they are cyclical. We are starting to make a turn. We are seeing good risk/reward in this area. He would be buying it here. He bought an EFT in the area just this week.
integrated mines
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There is secular growth and they are cyclical. We are starting to make a turn. We are seeing good risk/reward in this area. He would be buying it here. He bought an EFT in the area just this week.
integrated mines
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David Burrows

President , Barometer Capital Ma...

Price Price
$16.890
Owned Owned
Unknown

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TOP PICK
Within the REIT sector, apartments are interesting because there is a real lack of rental space. Rental rates are really accelerating at just under 12%. They are growing cash to be distributed at about 8%. They have a 2.8% dividend that is growing faster than other apartment REITs. They have a strong balance sheet. They can get into more projects. They will add apartments in Toronto and Vancouver. It is one of his largest positions as a firm. (Analysts’ price target is $50.56)
investment companies/funds
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Within the REIT sector, apartments are interesting because there is a real lack of rental space. Rental rates are really accelerating at just under 12%. They are growing cash to be distributed at about 8%. They have a 2.8% dividend that is growing faster than other apartment REITs. They have a strong balance sheet. They can get into more projects. They will add apartments in Toronto and Vancouver. It is one of his largest positions as a firm. (Analysts’ price target is $50.56)
investment companies/funds
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David Burrows

President , Barometer Capital Ma...

Price Price
$48.750
Owned Owned
Yes

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TOP PICK
Mastercard Inc.(MA-N) 

February 7, 2019

It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
other services
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It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
other services
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David Burrows

President , Barometer Capital Ma...

Price Price
$213.970
Owned Owned
Yes

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TOP PICK
Servicenow(NOW-N) 

February 7, 2019

Software as a service. It is the strongest sector, period – in the last two years. It makes software that is used to manage workflow such as for companies that provide IT servicing. It is growing rapidly. 35% year over year. They have running room in front of them. (Analysts’ price target is $233.32)
Technology
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Software as a service. It is the strongest sector, period – in the last two years. It makes software that is used to manage workflow such as for companies that provide IT servicing. It is growing rapidly. 35% year over year. They have running room in front of them. (Analysts’ price target is $233.32)
Technology
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David Burrows

President , Barometer Capital Ma...

Price Price
$226.960
Owned Owned
Yes

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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.

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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
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
Unknown

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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
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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
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$42.470
Owned Owned
Unknown

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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
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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
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David Burrows

President , Barometer Capital Ma...

Price Price
$46.150
Owned Owned
Unknown

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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
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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
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David Burrows

President , Barometer Capital Ma...

Price Price
$1926.420
Owned Owned
Yes

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COMMENT

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
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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 Price
$33.520
Owned Owned
Unknown

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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
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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 Price
$44.740
Owned Owned
Unknown

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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
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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 Price
$147.420
Owned Owned
Yes

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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.

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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.

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David Burrows

President , Barometer Capital Ma...

Price Price
$84.800
Owned Owned
Yes

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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
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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
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David Burrows

President , Barometer Capital Ma...

Price Price
$45.060
Owned Owned
Unknown

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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
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(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
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David Burrows

President , Barometer Capital Ma...

Price Price
$55.780
Owned Owned
No

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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
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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
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David Burrows

President , Barometer Capital Ma...

Price Price
$51.910
Owned Owned
No

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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.

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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.

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David Burrows

President , Barometer Capital Ma...

Price Price
$162.630
Owned Owned
Unknown

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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
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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
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David Burrows

President , Barometer Capital Ma...

Price Price
$79.310
Owned Owned
Yes

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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
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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
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David Burrows

President , Barometer Capital Ma...

Price Price
$78.960
Owned Owned
Unknown

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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
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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
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David Burrows

President , Barometer Capital Ma...

Price Price
$365.220
Owned Owned
Unknown

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BUY

Internet security are software companies and this group is in favour, because companies need security now. This ETF holds a basket of these companies and this should do well in the coming year. A little money may rotate out of tech into financials, but only briefly, he expects.

E.T.F.'s
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Internet security are software companies and this group is in favour, because companies need security now. This ETF holds a basket of these companies and this should do well in the coming year. A little money may rotate out of tech into financials, but only briefly, he expects.

E.T.F.'s
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David Burrows

President , Barometer Capital Ma...

Price Price
$39.460
Owned Owned
Yes

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DON'T BUY
CCL Industries (B)(CCL.B-T) 

September 19, 2018

Erratic this year, though good over the long run. It used to be illiquid to buy. It's lumped in with consumer staples, though it's really packaging. It's not performing well in this market. Look elsewhere.

packaging/containers
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Erratic this year, though good over the long run. It used to be illiquid to buy. It's lumped in with consumer staples, though it's really packaging. It's not performing well in this market. Look elsewhere.

packaging/containers
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David Burrows

President , Barometer Capital Ma...

Price Price
$60.590
Owned Owned
Unknown

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DON'T BUY
FedEx(FDX-N) 

September 19, 2018

He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

Transportation
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He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

Transportation
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David Burrows

President , Barometer Capital Ma...

Price Price
$242.880
Owned Owned
Unknown

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WAIT
Facebook(FB-Q) 

September 19, 2018

The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

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The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

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David Burrows

President , Barometer Capital Ma...

Price Price
$163.060
Owned Owned
Unknown

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DON'T BUY
Sun Life Financial Inc(SLF-T) 

September 19, 2018

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. But the US banks look better. Instead, look at the ETF, KIE-N, to give you a basket of insurance companies. Today it broke new highs. SLF isn't the best house in a very good neighbourhood.

insurance
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Today, everything in financials rallied, including the lifecos. Rising rates benefit them. But the US banks look better. Instead, look at the ETF, KIE-N, to give you a basket of insurance companies. Today it broke new highs. SLF isn't the best house in a very good neighbourhood.

insurance
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David Burrows

President , Barometer Capital Ma...

Price Price
$52.320
Owned Owned
Unknown

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BUY
SPDR S&P Insurance ETF(KIE-N) 

September 19, 2018

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. Look at this to give you a basket of insurance companies. Today it broke new highs. 

E.T.F.'s
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Today, everything in financials rallied, including the lifecos. Rising rates benefit them. Look at this to give you a basket of insurance companies. Today it broke new highs. 

E.T.F.'s
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David Burrows

President , Barometer Capital Ma...

Price Price
$32.480
Owned Owned
Yes

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PAST TOP PICK
Rio Tinto(RIO-N) 

September 19, 2018

(Past Top Pick, August 16, 2017, Up 16%) Sold in March around $55. He expects a near-term turn in the basic materials, which have enjoyed good recent weeks. Look at this space now.

other mines
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(Past Top Pick, August 16, 2017, Up 16%) Sold in March around $55. He expects a near-term turn in the basic materials, which have enjoyed good recent weeks. Look at this space now.

other mines
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David Burrows

President , Barometer Capital Ma...

Price Price
$49.280
Owned Owned
No

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PAST TOP PICK
Fortive Corp(FTV-N) 

September 19, 2018

(Past Top Pick, August 16, 2017, Up 31%) He likes the industrials, and companies in secular robotics. Great managers. It's outperforming the sector a lot. There's a chance of a slight pullback. This could lead this space if there's a strong fall.

INDUSTRIAL PRODUCTS
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(Past Top Pick, August 16, 2017, Up 31%) He likes the industrials, and companies in secular robotics. Great managers. It's outperforming the sector a lot. There's a chance of a slight pullback. This could lead this space if there's a strong fall.

INDUSTRIAL PRODUCTS
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David Burrows

President , Barometer Capital Ma...

Price Price
$85.990
Owned Owned
Yes

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BUY
Bank of America(BAC-N) 

September 19, 2018

Trading at 1x book value, and in past bull markets has traded at 3-4x that. Not expensive and he sees a lot of upside in the US market. The US economy is growing and there's a little inflation in the system--tthese are great conditions for BAC. (The US banks underperformed, because they had a great run from Sept. 2017 to Feb. 2018.)

banks
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Trading at 1x book value, and in past bull markets has traded at 3-4x that. Not expensive and he sees a lot of upside in the US market. The US economy is growing and there's a little inflation in the system--tthese are great conditions for BAC. (The US banks underperformed, because they had a great run from Sept. 2017 to Feb. 2018.)

banks
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David Burrows

President , Barometer Capital Ma...

Price Price
$31.000
Owned Owned
Yes

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TOP PICK
Hess Corp.(HES-N) 

September 19, 2018

Energy is bouncing back. Hess has resources in Mexico, North Sea and Africa (Guyana). They used their free cash flow to develop new resources, They found the largest new oil find in the last 20 years. They could produce a million barrels a day in Guyana by 2025. Great cash flow, and they do share buybacks. Great growth ahead. (1.4% dividend, Analysts' price target: $71.95)

integrated oils
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Energy is bouncing back. Hess has resources in Mexico, North Sea and Africa (Guyana). They used their free cash flow to develop new resources, They found the largest new oil find in the last 20 years. They could produce a million barrels a day in Guyana by 2025. Great cash flow, and they do share buybacks. Great growth ahead. (1.4% dividend, Analysts' price target: $71.95)

integrated oils
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David Burrows

President , Barometer Capital Ma...

Price Price
$69.420
Owned Owned
Yes

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TOP PICK
JP Morgan Chase & Co(JPM-N) 

September 19, 2018

They have $1.5 trillion in deposits. They're grown their dividend $12% a year over the last 5 years. Capital position equal to 12%, which is more than they need. Expect more dividend growth. They are the gorilla and will only get bigger. (2.7% dividend, Analysts' price target: $122.36)

Financial Services
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They have $1.5 trillion in deposits. They're grown their dividend $12% a year over the last 5 years. Capital position equal to 12%, which is more than they need. Expect more dividend growth. They are the gorilla and will only get bigger. (2.7% dividend, Analysts' price target: $122.36)

Financial Services
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David Burrows

President , Barometer Capital Ma...

Price Price
$117.620
Owned Owned
Yes

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TOP PICK
Boeing(BA-N) 

September 19, 2018

Two-thirds commercial jets, one-third is defence. They have a giant backlog of planes to deliver. They've grown their dividend 28% a year over the last 5 years. This will beat rising interest rates. Great runway ahead. (1.9% dividend, Analysts' price target: $412.63)

Transportation
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Two-thirds commercial jets, one-third is defence. They have a giant backlog of planes to deliver. They've grown their dividend 28% a year over the last 5 years. This will beat rising interest rates. Great runway ahead. (1.9% dividend, Analysts' price target: $412.63)

Transportation
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David Burrows

President , Barometer Capital Ma...

Price Price
$365.220
Owned Owned
Yes

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COMMENT
General Market Comment 

July 18, 2018

Market. He thinks the market breadth has been slowly expanding since March.  There has been no major correction that has occurred while market breadth was expanding.  The ValueLine 1700 stock index has hit an all-time high, telling you it is not just a handful of tech stocks leading the market higher.  He thinks the market is just starting the next bullish market surge.  There are more people short the S&P500 than in 2015.  Normally, markets reverse when everyone is “hanging out over their skis” – we are not there yet.  He holds 80% of their assets in the US and have been reducing their exposure in Canada due to the current investment horizon.    

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Market. He thinks the market breadth has been slowly expanding since March.  There has been no major correction that has occurred while market breadth was expanding.  The ValueLine 1700 stock index has hit an all-time high, telling you it is not just a handful of tech stocks leading the market higher.  He thinks the market is just starting the next bullish market surge.  There are more people short the S&P500 than in 2015.  Normally, markets reverse when everyone is “hanging out over their skis” – we are not there yet.  He holds 80% of their assets in the US and have been reducing their exposure in Canada due to the current investment horizon.    

Unknown
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David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

July 18, 2018

Technicals and trading. On technical charts he never will make a decision against what the technical chart is saying. He likes to invest in leadership sectors, like inflation based stocks now. He then will look at 150 day moving averages, and would not sell when the price was well below the moving average and he would not buy when the price was well above the average. He likes Point and Figure charts to scan for higher highs and higher lows.

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Technicals and trading. On technical charts he never will make a decision against what the technical chart is saying. He likes to invest in leadership sectors, like inflation based stocks now. He then will look at 150 day moving averages, and would not sell when the price was well below the moving average and he would not buy when the price was well above the average. He likes Point and Figure charts to scan for higher highs and higher lows.

Unknown
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

July 18, 2018

Where are oil prices going? He thinks oil prices are near the lower end of the trading range and more likely to go higher.  He would own the best companies in the group as this is a cyclical sector, but not make it a major holding in his portfolio.  

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Where are oil prices going? He thinks oil prices are near the lower end of the trading range and more likely to go higher.  He would own the best companies in the group as this is a cyclical sector, but not make it a major holding in his portfolio.  

Unknown
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

July 18, 2018

Should I sell my negative holdings as the market is trading a record highs? This requires the leap that you are moving on to a better place.  Would I be a buyer of these holdings today?  If not, then take at least or half or more off the table and watch how things progress.  If they are not in the sunshine, be careful.  You want to own things participating now.  There are many months of higher stock prices yet to come.  

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Should I sell my negative holdings as the market is trading a record highs? This requires the leap that you are moving on to a better place.  Would I be a buyer of these holdings today?  If not, then take at least or half or more off the table and watch how things progress.  If they are not in the sunshine, be careful.  You want to own things participating now.  There are many months of higher stock prices yet to come.  

Unknown
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
_N/A

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WATCH

The home building and material sector has gone through a correction over the past few months.  He believes the bull cycle will resume and thinks this could be starting now.  He just doesn’t think this is one of the leaders in the group.  He would like to see a move back above $145 before he would get excited.  He would favour Home Depot instead.  

misc industrial products
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The home building and material sector has gone through a correction over the past few months.  He believes the bull cycle will resume and thinks this could be starting now.  He just doesn’t think this is one of the leaders in the group.  He would like to see a move back above $145 before he would get excited.  He would favour Home Depot instead.  

misc industrial products
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David Burrows

President , Barometer Capital Ma...

Price Price
$138.270
Owned Owned
No

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STRONG BUY
MSCI Inc.(MSCI-N) 

July 18, 2018

This is one of his largest positions in their portfolio.  He believes in active investment management, however, the world of ETFs is a juggernaut.  This company makes custom indices for its clients.  This success is likely to continue.  He would buy it here.  

Financial Services
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This is one of his largest positions in their portfolio.  He believes in active investment management, however, the world of ETFs is a juggernaut.  This company makes custom indices for its clients.  This success is likely to continue.  He would buy it here.  

Financial Services
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David Burrows

President , Barometer Capital Ma...

Price Price
$171.530
Owned Owned
Yes

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BUY
FMC Corp(FMC-N) 

July 18, 2018

Reflationary assets are benefitting and basic materials are part of this group.  The chart looks like it is consolidating and he thinks there is another lift coming soon.

chemicals
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Reflationary assets are benefitting and basic materials are part of this group.  The chart looks like it is consolidating and he thinks there is another lift coming soon.

chemicals
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$87.000
Owned Owned
No

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BUY
Micron Technology(MU-Q) 

July 18, 2018

Semi-conductors are seeing a buying signal lately.  He thinks tech will continue to be a leader in this inflationary area and likes the earning growth of this company.  This is one of the companies than controls market share in the space.  

computer software/processing
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Semi-conductors are seeing a buying signal lately.  He thinks tech will continue to be a leader in this inflationary area and likes the earning growth of this company.  This is one of the companies than controls market share in the space.  

computer software/processing
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David Burrows

President , Barometer Capital Ma...

Price Price
$57.450
Owned Owned
No

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HOLD
FedEx(FDX-N) 

July 18, 2018

This stock has been coloured by the pullback in the transports sector.  However, the group is still making higher lows.  I would prefer XPO-N that sells its technology to all sorts of transport companies.  He would like to see more upside on price before jumping back in.      

Transportation
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This stock has been coloured by the pullback in the transports sector.  However, the group is still making higher lows.  I would prefer XPO-N that sells its technology to all sorts of transport companies.  He would like to see more upside on price before jumping back in.      

Transportation
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David Burrows

President , Barometer Capital Ma...

Price Price
$236.190
Owned Owned
No

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STRONG BUY
Raytheon(RTN-N) 

July 18, 2018

There is great long term growth in the defense sector.  The recent trade discussions caused a pullback in the sector early this year, but is now recovering.  This is a great time to be a buyer.

electrical/electronic
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There is great long term growth in the defense sector.  The recent trade discussions caused a pullback in the sector early this year, but is now recovering.  This is a great time to be a buyer.

electrical/electronic
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David Burrows

President , Barometer Capital Ma...

Price Price
$201.520
Owned Owned
Yes

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HOLD
Apple(AAPL-Q) 

July 18, 2018

What will Apple do with their cash holdings?  They will either grow the dividend, buy back shares, or they will continue on acquisitions and R&D.  They will not likely do only one, but a combination of all three.  A great stock to hold long term.  

electrical/electronic
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What will Apple do with their cash holdings?  They will either grow the dividend, buy back shares, or they will continue on acquisitions and R&D.  They will not likely do only one, but a combination of all three.  A great stock to hold long term.  

electrical/electronic
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David Burrows

President , Barometer Capital Ma...

Price Price
$190.400
Owned Owned
No

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HOLD

The sector has been consolidating, but the basic materials should participate in the next move higher.  They have a great collection of assets to participate in the next move up.  He would first like to see a move higher before jumping in, particularly in the base metal prices.  

precious metals
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The sector has been consolidating, but the basic materials should participate in the next move higher.  They have a great collection of assets to participate in the next move up.  He would first like to see a move higher before jumping in, particularly in the base metal prices.  

precious metals
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David Burrows

President , Barometer Capital Ma...

Price Price
$32.960
Owned Owned
No

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DON'T BUY
Celgene Corp(CELG-Q) 

July 18, 2018

The biotech sector is performing well.  He would prefer to own the XBI-N ETF to get a basket and diversify risk.  

Consumer Products
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0 comments

The biotech sector is performing well.  He would prefer to own the XBI-N ETF to get a basket and diversify risk.  

Consumer Products
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David Burrows

President , Barometer Capital Ma...

Price Price
$85.780
Owned Owned
No

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DON'T BUY
Aurora Cannabis(ACB-T) 

July 18, 2018

This group has had a great run, but there is a lot of optimism priced into the space.  What is coming next is the heavy lifting, having to show the money, so to speak.  He is actually short the ETF HMMJ-T now.  He is worried there was now follow through on stock prices, when the news of legalization was released.   

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This group has had a great run, but there is a lot of optimism priced into the space.  What is coming next is the heavy lifting, having to show the money, so to speak.  He is actually short the ETF HMMJ-T now.  He is worried there was now follow through on stock prices, when the news of legalization was released.   

0
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David Burrows

President , Barometer Capital Ma...

Price Price
$7.960
Owned Owned
No

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HOLD

The Chinese market has been “smoked” this year.  This company is in the right sector right now and is a leader in the internet space.  It is an out-performer.  

0 0 0 0 0
0 comments

The Chinese market has been “smoked” this year.  This company is in the right sector right now and is a leader in the internet space.  It is an out-performer.  

0
0 0 0 0 0
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David Burrows

President , Barometer Capital Ma...

Price Price
$0.000
Owned Owned
No

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BUY

The energy sector has been improving over the past few months.  Suncor and CNQ took advantage of the downturn with some smart acquisitions.  CNQ is trading at the top of the sector and is a large holding in their portfolio.   

oil/gas
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0 comments

The energy sector has been improving over the past few months.  Suncor and CNQ took advantage of the downturn with some smart acquisitions.  CNQ is trading at the top of the sector and is a large holding in their portfolio.   

oil/gas
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$46.930
Owned Owned
Yes

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SELL
Extendicare Inc(EXE-T) 

July 18, 2018

Sadly, REITs do not do well in rising rates due to them being a bond proxy.  He would be a seller of the recent REIT rally in general.  They have weakening earnings and no revenue growth.  He would be a seller.  

other services
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Sadly, REITs do not do well in rising rates due to them being a bond proxy.  He would be a seller of the recent REIT rally in general.  They have weakening earnings and no revenue growth.  He would be a seller.  

other services
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$7.160
Owned Owned
No

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TOP PICK
Shopify Inc.(SHOP-T) 

July 18, 2018

He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)

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0 comments

He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)

0
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$224.140
Owned Owned
Yes

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TOP PICK

If the market is still bullish and this business benefits from more transactions and rising rates on investor holdings, this will be a winner. (Analysts’ price target is $69.88)

investment companies/funds
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0 comments

If the market is still bullish and this business benefits from more transactions and rising rates on investor holdings, this will be a winner. (Analysts’ price target is $69.88)

investment companies/funds
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$63.130
Owned Owned
Yes

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TOP PICK
Illumina Inc.(ILMN-Q) 

July 18, 2018

He is a big believer in disrupter companies in growth sectors.  This is the only company in the world that can do high volume DNA sequencing.  They already have a million customers and another million order backlog.  There is no one else in this space.  They sell equipment and the supplies to operate the equipment.  Countries will have more DNA sequencing done to help new drug development.  Yield 0%. (Analysts’ price target is $286.06)

Consumer Products
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He is a big believer in disrupter companies in growth sectors.  This is the only company in the world that can do high volume DNA sequencing.  They already have a million customers and another million order backlog.  There is no one else in this space.  They sell equipment and the supplies to operate the equipment.  Countries will have more DNA sequencing done to help new drug development.  Yield 0%. (Analysts’ price target is $286.06)

Consumer Products
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$307.280
Owned Owned
Yes

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PAST TOP PICK
Mastec Inc(MTZ-N) 

July 18, 2018

(A Top Pick July 18/17 Up 14%). This is a leader in infrastructure for pipelines and wireless network towers.   He sees 5G adding headwinds and thinks the pipeline business will renew its growth.  He would still be buying here.

REAL ESTATE
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0 comments

(A Top Pick July 18/17 Up 14%). This is a leader in infrastructure for pipelines and wireless network towers.   He sees 5G adding headwinds and thinks the pipeline business will renew its growth.  He would still be buying here.

REAL ESTATE
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$51.200
Owned Owned
Yes

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PAST TOP PICK
D R Horton Inc.(DHI-N) 

July 18, 2018

(A Top Pick July 18/17 Up 19%). This is a leader in the home building space.  He would still be a buyer here.  There is a shortage of lots to build on and getting permit approvals.  There are tons of buyers, just not enough properties to meet the demand.  

contractors
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(A Top Pick July 18/17 Up 19%). This is a leader in the home building space.  He would still be a buyer here.  There is a shortage of lots to build on and getting permit approvals.  There are tons of buyers, just not enough properties to meet the demand.  

contractors
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David Burrows

President , Barometer Capital Ma...

Price Price
$43.250
Owned Owned
Yes

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PAST TOP PICK
Broadcom(AVGO-Q) 

July 18, 2018

(A Top Pick July 18/17 Down 15%). They covered their position in June. He likes the semi-conductor group, but the stock gapped down and they sold out.

0 0 0 0 0
0 comments

(A Top Pick July 18/17 Down 15%). They covered their position in June. He likes the semi-conductor group, but the stock gapped down and they sold out.

0
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David Burrows

President , Barometer Capital Ma...

Price Price
$208.780
Owned Owned
No

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COMMENT
General Market Comment 

May 23, 2018

Breaking news: Canadian government blocks Aecon takeover by a Chinese company: There are security concerns. Aecon builds military facilities, nuclear power plants and telecommunications. It must've been a difficult decision, since
Trudeau wants to build trade with China. But realistically, it's probably a good thing to block this deal out of security reasons, and it's not the only deal that's been cancelled for this reason. It's a tough decision. It was always a risky deal, and tomorrow there'll likely be more downside and significant market reaction. Regardless, Canada needs to build infrastructure.

0 0 0 0 0
0 comments

Breaking news: Canadian government blocks Aecon takeover by a Chinese company: There are security concerns. Aecon builds military facilities, nuclear power plants and telecommunications. It must've been a difficult decision, since
Trudeau wants to build trade with China. But realistically, it's probably a good thing to block this deal out of security reasons, and it's not the only deal that's been cancelled for this reason. It's a tough decision. It was always a risky deal, and tomorrow there'll likely be more downside and significant market reaction. Regardless, Canada needs to build infrastructure.

Unknown
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
McDonalds(MCD-N) 

May 23, 2018

It's a both a quick-service restaurant and a REIT. REITs are under pressure, because they're interest-rate sensitive. Restaurants are performing pretty well, including McDonald's. Building digital kiosks in their stores is a good move. But other restaurants, such as Domino's Pizza, have a better growth rate. McDonald's will grow its dividend over time and probably operform in the middle of the pack for a while.

food services
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0 comments

It's a both a quick-service restaurant and a REIT. REITs are under pressure, because they're interest-rate sensitive. Restaurants are performing pretty well, including McDonald's. Building digital kiosks in their stores is a good move. But other restaurants, such as Domino's Pizza, have a better growth rate. McDonald's will grow its dividend over time and probably operform in the middle of the pack for a while.

food services
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$161.620
Owned Owned
Unknown

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BUY

He avoided energy for years until last February. In Canada, his largest position has been in the oil sands, because these companies have invested in past years and are now looking profitable. Suncor has low decline rates in its production compares to its peers. With oil at $60-70, this will do well and attract global buyers. But remember: oil is cyclical and addition supply can come on from other sources. Overall, he likes Suncor.

integrated oils
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0 comments

He avoided energy for years until last February. In Canada, his largest position has been in the oil sands, because these companies have invested in past years and are now looking profitable. Suncor has low decline rates in its production compares to its peers. With oil at $60-70, this will do well and attract global buyers. But remember: oil is cyclical and addition supply can come on from other sources. Overall, he likes Suncor.

integrated oils
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$52.210
Owned Owned
Unknown

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DON'T BUY
General Electric(GE-N) 

May 23, 2018

He invests in good companies that are getting better, with a catalyst that accelerates the stock. GE is not. He isn't good at picking bottoms. There's too much risk with GE, and a mountain of shareholders waiting to sell their stock. He'd avoid this.

electrical/electronic
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0 comments

He invests in good companies that are getting better, with a catalyst that accelerates the stock. GE is not. He isn't good at picking bottoms. There's too much risk with GE, and a mountain of shareholders waiting to sell their stock. He'd avoid this.

electrical/electronic
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$14.180
Owned Owned
No

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DON'T BUY
Walt Disney(DIS-N) 

May 23, 2018

He doesn't like the media space now. It's a tough sector. Disney and its peers are struggling. Be careful with Disney.

entertainment services
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He doesn't like the media space now. It's a tough sector. Disney and its peers are struggling. Be careful with Disney.

entertainment services
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$102.890
Owned Owned
Unknown

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BUY
American Tower(AMT-N) 

May 23, 2018

REITs as a whole are having a tough time with rising interest rates. However, American Tower is one of the highest-growth REITs, performing well ahead of its peers. Own it for a rising dividend. It is not economically sensitive. AMT is great if you're looking for an income stream though the shares may not rocket higher. A good income-producing stock.

Telecommunications
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REITs as a whole are having a tough time with rising interest rates. However, American Tower is one of the highest-growth REITs, performing well ahead of its peers. Own it for a rising dividend. It is not economically sensitive. AMT is great if you're looking for an income stream though the shares may not rocket higher. A good income-producing stock.

Telecommunications
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$136.830
Owned Owned
Unknown

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BUY
Methanex Corp(MX-T) 

May 23, 2018

Chemical stocks are cyclical and now behaving well. He likes it. The commodities group is performing well, benefitting from a stronger economy. MX should trade higher throughout 2018. But with cyclicals, buy them with they look cheap,
and sell when they look pricey.

chemicals
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Chemical stocks are cyclical and now behaving well. He likes it. The commodities group is performing well, benefitting from a stronger economy. MX should trade higher throughout 2018. But with cyclicals, buy them with they look cheap,
and sell when they look pricey.

chemicals
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David Burrows

President , Barometer Capital Ma...

Price Price
$89.800
Owned Owned
Yes

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SELL

From 2012-17 they did a great job of growing their earnings. Now, they're having difficulty. Earnings will be down this and next year. Also, activist shareholders are involved to shake up the business. Turnaround situations are tough. The next 9 months will be strong for equities, so if you own it, move on and take your lumps and buy something else. This turnaround will take a long while.

misc consumer products
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From 2012-17 they did a great job of growing their earnings. Now, they're having difficulty. Earnings will be down this and next year. Also, activist shareholders are involved to shake up the business. Turnaround situations are tough. The next 9 months will be strong for equities, so if you own it, move on and take your lumps and buy something else. This turnaround will take a long while.

misc consumer products
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$25.880
Owned Owned
Unknown

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HOLD

The gold sector has failed to get going. It's a sector story, not the stock itself. FNV is a way to play precious metals without too much risk. Hold for now. This sector should do okay for the rest of the year. He has a small position.

precious metals
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0 comments

The gold sector has failed to get going. It's a sector story, not the stock itself. FNV is a way to play precious metals without too much risk. Hold for now. This sector should do okay for the rest of the year. He has a small position.

precious metals
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$90.910
Owned Owned
Yes

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HOLD
Alcoa(AA-N) 

May 23, 2018

Metals look interesting, but he would consider other names before Alcoa. Hold, don't sell this. 

non-base metal mining
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0 comments

Metals look interesting, but he would consider other names before Alcoa. Hold, don't sell this. 

non-base metal mining
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$48.570
Owned Owned
Unknown

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WATCH

Infrastructure has been slow lately. Meanwhile, we've been in a strong stock market. Wait until this breaks out above $58 before buying. Right now, this is stuck in neutral. If you have a long-term view of say 10 years, you'll do well.
Otherwise, wait for that breakout.

contractors
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0 comments

Infrastructure has been slow lately. Meanwhile, we've been in a strong stock market. Wait until this breaks out above $58 before buying. Right now, this is stuck in neutral. If you have a long-term view of say 10 years, you'll do well.
Otherwise, wait for that breakout.

contractors
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$55.500
Owned Owned
Unknown

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STRONG BUY
Nvidia Corp(NVDA-Q) 

May 23, 2018

He's bullish in the internet of things like Nvidia (augmented reality, blockchain, etc.) It's a leading stock in a leading sector. Tech shares have pulled back, yet Nvidia is trading at all-time highs. He'd buy this at today's prices. It keeps
beating estimates and has a strong upside.

computer software/processing
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0 comments

He's bullish in the internet of things like Nvidia (augmented reality, blockchain, etc.) It's a leading stock in a leading sector. Tech shares have pulled back, yet Nvidia is trading at all-time highs. He'd buy this at today's prices. It keeps
beating estimates and has a strong upside.

computer software/processing
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0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$247.540
Owned Owned
Yes

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COMMENT
Saputo Inc.(SAP-T) 

May 23, 2018

This is doing well for a consumer staples stock. The group has been performing badly, and Saputo is a nice house in a bad neighbourhood. Great company. But there are better sectors to buy.

food processing
0 0 0 0 0
0 comments

This is doing well for a consumer staples stock. The group has been performing badly, and Saputo is a nice house in a bad neighbourhood. Great company. But there are better sectors to buy.

food processing
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$43.390
Owned Owned
Unknown

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BUY

This is a big investment company. He's held this stock for a very long time. It's consolidated the last few years and is beahving well again after some good investments. Buy it now and put it away. It manages a ell-run, diversified portfolio. 

insurance
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0 comments

This is a big investment company. He's held this stock for a very long time. It's consolidated the last few years and is beahving well again after some good investments. Buy it now and put it away. It manages a ell-run, diversified portfolio. 

insurance
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$728.840
Owned Owned
Yes

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COMMENT
General Market Comment 

May 23, 2018

What to do with cannabis stocks once cannabis is legal? They're like mining stocks, which start with a run-up in price afer people recognize that there's a reserve of the mineral. Then you do an environmental study and raise money, but then people get bored until the mine goes into production. HMMJ-T ETF peaked at end-2017 then pulled back in early-2018, but now that we're approaching the time when the rules will come into play (legalization), we're seeing M&A and a lift. This group is now interesting. He holds a 4% in the cannabis sector.

0 0 0 0 0
0 comments

What to do with cannabis stocks once cannabis is legal? They're like mining stocks, which start with a run-up in price afer people recognize that there's a reserve of the mineral. Then you do an environmental study and raise money, but then people get bored until the mine goes into production. HMMJ-T ETF peaked at end-2017 then pulled back in early-2018, but now that we're approaching the time when the rules will come into play (legalization), we're seeing M&A and a lift. This group is now interesting. He holds a 4% in the cannabis sector.

Unknown
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$0.020
Owned Owned
Unknown

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PAST TOP PICK
Owens Corning(OC-N) 

May 23, 2018

(Past Top Pick on August 8, 2017, Down 3%)  Sold his holdings last Decemver as interest rates rose which pressured housing stocks. So far in 2018, home builders and their suppliers are having a tough time. Things will improve though. OC is a great company, though, in insulation and roofing products.

0 0 0 0 0
0 comments

(Past Top Pick on August 8, 2017, Down 3%)  Sold his holdings last Decemver as interest rates rose which pressured housing stocks. So far in 2018, home builders and their suppliers are having a tough time. Things will improve though. OC is a great company, though, in insulation and roofing products.

0
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$63.860
Owned Owned
No

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PAST TOP PICK

(Past Top Pick on August 8, 2017, Down 40%) Sold his at a stop loss before things got worse. You must be ruthless in selling your losers or you'll suffer even more downside.

Pharma & Healthcare
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0 comments

(Past Top Pick on August 8, 2017, Down 40%) Sold his at a stop loss before things got worse. You must be ruthless in selling your losers or you'll suffer even more downside.

Pharma & Healthcare
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$295.310
Owned Owned
No

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PAST TOP PICK
Microsoft(MSFT-Q) 

May 23, 2018

(Past Top Pick on June 20, 2017 Up 44%) They're in the sweet spot of Cloud-based computing and subscription-based software. MSFT thinks the Cloud will continue to grow 10x over the coming years. Revenues are accelerating along with their margins. The Cloud is here to stay. A great opportunity here. He would buy this stock right here, right now. A strong buy.

computer software/processing
0 0 0 0 0
0 comments

(Past Top Pick on June 20, 2017 Up 44%) They're in the sweet spot of Cloud-based computing and subscription-based software. MSFT thinks the Cloud will continue to grow 10x over the coming years. Revenues are accelerating along with their margins. The Cloud is here to stay. A great opportunity here. He would buy this stock right here, right now. A strong buy.

computer software/processing
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$98.660
Owned Owned
Yes

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BUY
Bank of America(BAC-N) 

May 23, 2018

BAC or JPM? You'll do well with either. BAC is more focused on the US economy; JPM is more sensitive to capital markets. He owns both and would buy both today. Both will raise dividends. Exposure to an improving U.S. economy is a tailwind. 

banks
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0 comments

BAC or JPM? You'll do well with either. BAC is more focused on the US economy; JPM is more sensitive to capital markets. He owns both and would buy both today. Both will raise dividends. Exposure to an improving U.S. economy is a tailwind. 

banks
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$30.440
Owned Owned
Yes

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COMMENT

BAC or JPM? You'll do well with either. BAC is more focused on the US economy; JPM is more sensitive to capital markets. He owns both and would buy both today. Both will raise dividends. Exposure to an improving U.S. economy is a tailwind. 

Financial Services
0 0 0 0 0
0 comments

BAC or JPM? You'll do well with either. BAC is more focused on the US economy; JPM is more sensitive to capital markets. He owns both and would buy both today. Both will raise dividends. Exposure to an improving U.S. economy is a tailwind. 

Financial Services
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$112.490
Owned Owned
Unknown

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COMMENT
Inter Pipeline(IPL-T) 

May 23, 2018

His only concern with IPL are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

oil pipelines
0 0 0 0 0
0 comments

His only concern with IPL are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

oil pipelines
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$24.190
Owned Owned
Unknown

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BUY

His only concern with Interpipeline are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

pipelines
0 0 0 0 0
0 comments

His only concern with Interpipeline are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

pipelines
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$44.110
Owned Owned
Unknown

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TOP PICK

A top 10 position for him. CNQ has been a big investor in the oil sands. They've made smart acquitions. Also, oil prices have been rising. CNQ will generate a ton of cash going foward, so the dividend will rise. One of the few Canadian oil companies trading at multi-year highs. This can be a core position. He does worry about the take-away issue (lack of pipelines) and the politics around it, but CNQ is is a great long-term stock. (Analysts' price target: $54.96)

oil/gas
0 0 0 0 0
0 comments

A top 10 position for him. CNQ has been a big investor in the oil sands. They've made smart acquitions. Also, oil prices have been rising. CNQ will generate a ton of cash going foward, so the dividend will rise. One of the few Canadian oil companies trading at multi-year highs. This can be a core position. He does worry about the take-away issue (lack of pipelines) and the politics around it, but CNQ is is a great long-term stock. (Analysts' price target: $54.96)

oil/gas
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$47.000
Owned Owned
Yes

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TOP PICK

Transports have perked up recently. There's been a lot of stuff to move in a strong economy. Truckloads are full. Oil prices rise which tip things in favour of the rails. UNP has a great network in the U.S. with 8,500 trains. This is a play on a still-strengthening U.S. economy. They are efficient with cost vs. revenues declining. (Analysts' price target: $147.12)

Transportation
0 0 0 0 0
0 comments

Transports have perked up recently. There's been a lot of stuff to move in a strong economy. Truckloads are full. Oil prices rise which tip things in favour of the rails. UNP has a great network in the U.S. with 8,500 trains. This is a play on a still-strengthening U.S. economy. They are efficient with cost vs. revenues declining. (Analysts' price target: $147.12)

Transportation
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$144.270
Owned Owned
Yes

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TOP PICK
Comerica Inc(CMA-N) 

May 23, 2018

Has branches primarily in Texas (rising oil prices) and California, two strong geographic regions. Regional banks are sensitive to rising interest rates. Loan origination is accelerating in the U.S. Expect dividend growth and return of capital to shareholders. Deregulation will help, too. (Analysts' price target: $103.04)

banks
0 0 0 0 0
0 comments

Has branches primarily in Texas (rising oil prices) and California, two strong geographic regions. Regional banks are sensitive to rising interest rates. Loan origination is accelerating in the U.S. Expect dividend growth and return of capital to shareholders. Deregulation will help, too. (Analysts' price target: $103.04)

banks
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$98.990
Owned Owned
Yes

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BUY
BRP INC.(DOO-T) 

May 23, 2018

A great stock. He missed buying it though. Great numbers. One of the few growth stocks. He'd buy it even at current 52-week highs. Consumer discretionary is a good sector in a stronger economy.

Consumer Products
1 0 0 0 0
0 comments

A great stock. He missed buying it though. Great numbers. One of the few growth stocks. He'd buy it even at current 52-week highs. Consumer discretionary is a good sector in a stronger economy.

Consumer Products
1 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$55.450
Owned Owned
No

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BUY
Square Inc(SQ-N) 

April 18, 2018

He invest in this space (digital payments), like Shopify and Visa. SQ fits here. Stock has been doing well, stronger than 98% of S&P 500 with a solid growth rate. Equity markets are getting better which is a tailwind. There's still room to run.

0 0 0 0 0
0 comments

He invest in this space (digital payments), like Shopify and Visa. SQ fits here. Stock has been doing well, stronger than 98% of S&P 500 with a solid growth rate. Equity markets are getting better which is a tailwind. There's still room to run.

0
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$51.380
Owned Owned
Yes

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BUY
Applied Materials(AMAT-Q) 

April 18, 2018

Semi-conductors have become volatile in the past few weeks. Money is leaking away from some financials, though it's not a major problem. People are finding cash to buy energy and materials. Semis will be okay and perform well.

electrical/electronic
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Semi-conductors have become volatile in the past few weeks. Money is leaking away from some financials, though it's not a major problem. People are finding cash to buy energy and materials. Semis will be okay and perform well.

electrical/electronic
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David Burrows

President , Barometer Capital Ma...

Price Price
$54.730
Owned Owned
Unknown

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BUY

They make a skin patch to monitor for irregular heartbeats then indicates on an app whether there are heart issues. Patient incomes are 3x as good as the next-best technology. This captures only 6% of the U.S. market and not international yet. IRTC did not break down during the recent correection. Strong.

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They make a skin patch to monitor for irregular heartbeats then indicates on an app whether there are heart issues. Patient incomes are 3x as good as the next-best technology. This captures only 6% of the U.S. market and not international yet. IRTC did not break down during the recent correection. Strong.

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David Burrows

President , Barometer Capital Ma...

Price Price
$0.000
Owned Owned
Yes

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BUY

Small-mid caps are starting to rise to the performance of large caps. This ETF is behaving very well. He'd buy it. If tariffs continue to be a concern, then small-midcaps are less exposed, which is maybe why they're performing better than the large caps. He has 10% US small-midcaps in his holdings.

E.T.F.'s
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Small-mid caps are starting to rise to the performance of large caps. This ETF is behaving very well. He'd buy it. If tariffs continue to be a concern, then small-midcaps are less exposed, which is maybe why they're performing better than the large caps. He has 10% US small-midcaps in his holdings.

E.T.F.'s
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David Burrows

President , Barometer Capital Ma...

Price Price
$33.580
Owned Owned
Unknown

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DON'T BUY
Enbridge(ENB-T) 

April 18, 2018

Pipelines have been suffering the past year, because they are less economically sensitive stocks during an accelerating economy. So, investors are shifting money into other sectors that are accelerating. Enbridge isn't benefitting from the oil rally. (Buy Suncor or CNQ for that.) You'll get your dividend and this is a well-run company, but ENB is a good house in a bad neighbourhood.

oil/gas pipelines
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Pipelines have been suffering the past year, because they are less economically sensitive stocks during an accelerating economy. So, investors are shifting money into other sectors that are accelerating. Enbridge isn't benefitting from the oil rally. (Buy Suncor or CNQ for that.) You'll get your dividend and this is a well-run company, but ENB is a good house in a bad neighbourhood.

oil/gas pipelines
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David Burrows

President , Barometer Capital Ma...

Price Price
$41.800
Owned Owned
Unknown

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