David Burrows
Member since: Jun '01
President & Chief Investment Strategist at
Barometer Capital Management
Barometer Capital Management
4501 Opinions
Latest Top Picks
(A Top Pick Sep 20/18, Down 15%) Since last year, the market collapsed by 20%. He used a stop loss on a pullback back in the fall sell off. He has bought back in again, but holds very little energy in the portfolio. He likes their giant global presence.
(A Top Pick Sep 20/18, Down 5%) He still owns this. The best bank in the US with a 15% dividend growth. He would buy again here. Yield 3%
(A Top Pick Sep 20/18, Down 8%) He continues to like the defense sector. He would buy again, but not yet. There are only two producers of major air planes. He would continue to hold.
He likes the consumer space and their thirst for digital content. They have had a nice bump up already. Earnings are reported tonight. For the next year they will do a good job on the execution for the direct to consumer space. They will leverage their content and sell to a global consumer. A great add to their products. They have grown the dividend by 15% annually for years. Yield 1.26% (Analysts’ price target is $155.19)
We live in a world of connective devices. The next theme will be 5G. Both Amazon and Microsoft are working with them to redesign the cloud. About 50% of their revenue comes from network services and 48% from data storage. (Analysts’ price target is $27.00)
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Expert
Chart
COMMENT
COMMENT
August 6, 2019
Market Outlook If you look at how the markets have been running this year, technology, consumer and some industrials have been leading things. If you think the market is a long term run you look for these sectors to continue to run well. News is making the market jittery and investor sentiment has been muted. Gold has been setting up for months as investors have been looking for safe havens in a zero or negative yield curve globally. Gold isn't rallying because of uneasiness about the market. He thinks equities are continuing to look attractive as well.
Market Outlook If you look at how the markets have been running this year, technology, consumer and some industrials have been leading things. If you think the market is a long term run you look for these sectors to continue to run well. News is making the market jittery and investor sentiment has been muted. Gold has been setting up for months as investors have been looking for safe havens in a zero or negative yield curve globally. Gold isn't rallying because of uneasiness about the market. He thinks equities are continuing to look attractive as well.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
COMMENT
COMMENT
August 6, 2019
Utilities? This is the most crowded space and investors are looking for a defensive holding. He would look for something with above average dividend and earnings growth. He owns NEE-N, which has 30% of its revenues coming from renewables.
Utilities? This is the most crowded space and investors are looking for a defensive holding. He would look for something with above average dividend and earnings growth. He owns NEE-N, which has 30% of its revenues coming from renewables.
electrical utilities
DON'T BUY
DON'T BUY
August 6, 2019
He would be careful with this one as the balance sheet appears stretched. Dividend growth is likely to be muted going forward. Money may come out of this one from investors.
He would be careful with this one as the balance sheet appears stretched. Dividend growth is likely to be muted going forward. Money may come out of this one from investors.
oil/gas
BUY
BUY
August 6, 2019
This is a cash flow machine. They take on debt, take on an acquisition, pay down the debt and repeat. In the short run, they are sensitive to commodity prices. If you think the global economy is okay and consumer spending is okay, then this is a great company. It is not a heavily traded stock, but he would buy it here.
This is a cash flow machine. They take on debt, take on an acquisition, pay down the debt and repeat. In the short run, they are sensitive to commodity prices. If you think the global economy is okay and consumer spending is okay, then this is a great company. It is not a heavily traded stock, but he would buy it here.
packaging/containers
COMMENT
COMMENT
August 6, 2019
electrical/electronic
COMMENT
COMMENT
August 6, 2019
Transportation
PAST TOP PICK
PAST TOP PICK
August 6, 2019
(A Top Pick Sep 20/18, Down 15%) Since last year, the market collapsed by 20%. He used a stop loss on a pullback back in the fall sell off. He has bought back in again, but holds very little energy in the portfolio. He likes their giant global presence.
(A Top Pick Sep 20/18, Down 15%) Since last year, the market collapsed by 20%. He used a stop loss on a pullback back in the fall sell off. He has bought back in again, but holds very little energy in the portfolio. He likes their giant global presence.
integrated oils
PAST TOP PICK
PAST TOP PICK
August 6, 2019
(A Top Pick Sep 20/18, Down 5%) He still owns this. The best bank in the US with a 15% dividend growth. He would buy again here. Yield 3%
(A Top Pick Sep 20/18, Down 5%) He still owns this. The best bank in the US with a 15% dividend growth. He would buy again here. Yield 3%
Financial Services
PAST TOP PICK
PAST TOP PICK
August 6, 2019
(A Top Pick Sep 20/18, Down 8%) He continues to like the defense sector. He would buy again, but not yet. There are only two producers of major air planes. He would continue to hold.
(A Top Pick Sep 20/18, Down 8%) He continues to like the defense sector. He would buy again, but not yet. There are only two producers of major air planes. He would continue to hold.
Transportation
COMMENT
COMMENT
August 6, 2019
Year over year the market is hardly up? The market typically rallies 18-20 months and then you consolidate. Corrections come in timing and in price. Going back to 1950, market corrections during bull runs last about 9 months, where as the rallies averaged 30 months. He thinks this will take us higher until 2022. We are just pulling back on a short term correction.
Year over year the market is hardly up? The market typically rallies 18-20 months and then you consolidate. Corrections come in timing and in price. Going back to 1950, market corrections during bull runs last about 9 months, where as the rallies averaged 30 months. He thinks this will take us higher until 2022. We are just pulling back on a short term correction.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
HOLD
HOLD
August 6, 2019
He likes the asset management space. This company has been smart about how they build their portfolio. Not a big yield, but it grows by 8% per year. A great hold.
He likes the asset management space. This company has been smart about how they build their portfolio. Not a big yield, but it grows by 8% per year. A great hold.
management/diversified
HOLD
HOLD
August 6, 2019
Trade wars? He likes tech currently with cloud & cyber security. This space will continue to be important. He is watching for support at $36.75.
Trade wars? He likes tech currently with cloud & cyber security. This space will continue to be important. He is watching for support at $36.75.
E.T.F.'s
COMMENT
COMMENT
August 6, 2019
banks
COMMENT
COMMENT
August 6, 2019
E.T.F.'s
DON'T BUY
DON'T BUY
August 6, 2019
Be careful in the energy space right now. The market is telling you with the recent share price drops, that the underlying commodity price levels are not here to stay. Take the cue. This is not specific to VET-T, just the energy space as a whole.
Be careful in the energy space right now. The market is telling you with the recent share price drops, that the underlying commodity price levels are not here to stay. Take the cue. This is not specific to VET-T, just the energy space as a whole.
oil/gas
DON'T BUY
DON'T BUY
August 6, 2019
Consumer Products
DON'T BUY
DON'T BUY
August 6, 2019
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
August 6, 2019
Stop? Down about 21% off the highs. He looks for the themes that are working. The first stock to double in a recovery is the one that doubles again first. When you are a leader you have an easier time running your company. He does not believe in buying the weakling in the group. He is not sure why BNS has been struggling, so he would be cautious.
Stop? Down about 21% off the highs. He looks for the themes that are working. The first stock to double in a recovery is the one that doubles again first. When you are a leader you have an easier time running your company. He does not believe in buying the weakling in the group. He is not sure why BNS has been struggling, so he would be cautious.
banks
COMMENT
COMMENT
August 6, 2019
He has owned IRTC-O in the past. It is in the medical device space and has equipment that looks for heart arrhythmia and loads the data to the cloud. The market has not yet said this stock has taken a positive turn yet. Earnings are growing and it is growing into its share price. He wants to see it break above $85-$87 before getting back in. He would prefer holding EW-N
He has owned IRTC-O in the past. It is in the medical device space and has equipment that looks for heart arrhythmia and loads the data to the cloud. The market has not yet said this stock has taken a positive turn yet. Earnings are growing and it is growing into its share price. He wants to see it break above $85-$87 before getting back in. He would prefer holding EW-N
COMMENT
COMMENT
August 6, 2019
He has owned IRTC-O in the past. It is in the medical device space and has equipment that looks for heart arrhythmia and loads the data to the cloud. The market has not yet said this stock has taken a positive turn yet. Earnings are growing and it is growing into its share price. He wants to see it break above $85-$87 before getting back in. He would prefer holding EW-N
He has owned IRTC-O in the past. It is in the medical device space and has equipment that looks for heart arrhythmia and loads the data to the cloud. The market has not yet said this stock has taken a positive turn yet. Earnings are growing and it is growing into its share price. He wants to see it break above $85-$87 before getting back in. He would prefer holding EW-N
biotechnology/pharmaceutical
STRONG BUY
STRONG BUY
August 6, 2019
It has just pulled back off recent new highs. He thinks its a great time to buy to own over the next 12 months.
It has just pulled back off recent new highs. He thinks its a great time to buy to own over the next 12 months.
specialty stores
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
$1787.830
Unknown
COMMENT
COMMENT
August 6, 2019
Commodities get vulnerable when there is concern about the market. If he was to buy a metals producer he would buy RIO-N, which is sitting on a rising moving average. TECK.B appears to have lost its upward momentum. The yield on both of these is above 5% and it will become a favorite space once investors regain their confidence.
Commodities get vulnerable when there is concern about the market. If he was to buy a metals producer he would buy RIO-N, which is sitting on a rising moving average. TECK.B appears to have lost its upward momentum. The yield on both of these is above 5% and it will become a favorite space once investors regain their confidence.
precious metals
COMMENT
COMMENT
August 6, 2019
Commodities get vulnerable when there is concern about the market. If he was to buy a metals producer he would buy RIO-N, which is sitting on a rising moving average. TECK.B appears to have lost its upward momentum. The yield on both of these is above 5% and it will become a favorite space once investors regain their confidence.
Commodities get vulnerable when there is concern about the market. If he was to buy a metals producer he would buy RIO-N, which is sitting on a rising moving average. TECK.B appears to have lost its upward momentum. The yield on both of these is above 5% and it will become a favorite space once investors regain their confidence.
other mines
COMMENT
COMMENT
August 6, 2019
food services
COMMENT
COMMENT
August 6, 2019
food services
COMMENT
COMMENT
August 6, 2019
food services
HOLD
HOLD
August 6, 2019
A great company and one of his largest holdings. He love the subscription business. The cloud business is just another natural for them. Over 50% of their sales come internationally. It trades at 30 times earnings and has grown the dividend by 10% yearly. You have to own this. Yield 1.5%
A great company and one of his largest holdings. He love the subscription business. The cloud business is just another natural for them. Over 50% of their sales come internationally. It trades at 30 times earnings and has grown the dividend by 10% yearly. You have to own this. Yield 1.5%
computer software/processing
TOP PICK
TOP PICK
August 6, 2019
He likes the consumer space and their thirst for digital content. They have had a nice bump up already. Earnings are reported tonight. For the next year they will do a good job on the execution for the direct to consumer space. They will leverage their content and sell to a global consumer. A great add to their products. They have grown the dividend by 15% annually for years. Yield 1.26% (Analysts’ price target is $155.19)
He likes the consumer space and their thirst for digital content. They have had a nice bump up already. Earnings are reported tonight. For the next year they will do a good job on the execution for the direct to consumer space. They will leverage their content and sell to a global consumer. A great add to their products. They have grown the dividend by 15% annually for years. Yield 1.26% (Analysts’ price target is $155.19)
entertainment services
TOP PICK
TOP PICK
August 6, 2019
electrical/electronic
TOP PICK
TOP PICK
August 6, 2019
He is not a gold bug, but he likes to identify sectors that are hated, but starting to change. This company has continued to avoid geopolitical risk and management has executed new projects well. It is now time to reap the benefits from a cash flow perspective. Dividend growth will begin to accelerate. Yield 0.88% (Analysts’ price target is $77.19)
He is not a gold bug, but he likes to identify sectors that are hated, but starting to change. This company has continued to avoid geopolitical risk and management has executed new projects well. It is now time to reap the benefits from a cash flow perspective. Dividend growth will begin to accelerate. Yield 0.88% (Analysts’ price target is $77.19)
precious metals
Comments
20000
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