Stock Opinions by David Burrows - Stockchase Experts
WATCH LIST
4451
David Burrows

On Stockchase since : Jun 2001

President & Chief Investment Strategist at Barometer Capital Management

Reveal Expert Performance

David Burrows hasn’t left any messages.


David Burrows Latest Top Picks...

Stock Opinions by David Burrows - Stockchase Experts

Signal Opinion Expert Chart
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$171.530
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$87.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$57.450
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$236.190
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$201.520
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$190.400
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$32.960
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$85.780
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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.   

0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$7.960
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$46.930
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$7.160
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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)

0 0 0 0 0
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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$224.140
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$63.130
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$307.280
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

Showing 61 to 75 of 4,448 entries
Successfully Saved Company
Successfully Saved Company
4+
JOIN THE DISCUSSION
4 comments in the last 7 days