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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David Burrows Latest Top Picks...

Stock Opinions by David Burrows - Stockchase Experts

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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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0 comments
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
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
0 0 0 0 0
0 comments

Energy producers have been weak this summer, but strengthening in the last few weeks. He looks for companies that thrive through too patches. CNQ is better than the group. The sector is catching a bid; the cyclicals will do better in this next part of the cycle. They will generate a lot of cash and improve their multiples. CNQ will do well.

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

President , Barometer Capital Ma...

Price Price
$42.470
Owned Owned
Unknown

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