Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 12, 2013

58%-60% of their revenues come from financial services. One of their challenges is that financial services have been getting smaller over the last couple of years. The potential catalyst and the reason to own this is that they have just been in the process of launching a new platform called Icon, competing with the Bloomberg platform. Not expensive. 4% yield.

Thomson Reuters Corp (TRI-T)
September 12, 2013

58%-60% of their revenues come from financial services. One of their challenges is that financial services have been getting smaller over the last couple of years. The potential catalyst and the reason to own this is that they have just been in the process of launching a new platform called Icon, competing with the Bloomberg platform. Not expensive. 4% yield.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$35.750
Owned
Unknown
WATCH
WATCH
September 12, 2013

Owns cell towers and leases space out to service providers who put up their transmission gear. Has done remarkably well over many years. About 1.5% yield. The view is that they spent a lot for towers in emerging markets, but what you are buying is the future use of cell phones and the expansion of data use in emerging markets. If you see REITs start to firm up, this is one you could take a look at.

American Tower (AMT-N)
September 12, 2013

Owns cell towers and leases space out to service providers who put up their transmission gear. Has done remarkably well over many years. About 1.5% yield. The view is that they spent a lot for towers in emerging markets, but what you are buying is the future use of cell phones and the expansion of data use in emerging markets. If you see REITs start to firm up, this is one you could take a look at.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$74.120
Owned
No
BUY
BUY
September 12, 2013

He would say that energy in the US would be in the top 3rd of the sectors from a performance standpoint so far this year. Energy has become very regionalized and you have to look at which region you want to invest in. Some are much higher growth and some are much lower cost. This one is in very prolific regions. Going into the fall, natural gas prices have been firming up. (See Top Picks.)

He would say that energy in the US would be in the top 3rd of the sectors from a performance standpoint so far this year. Energy has become very regionalized and you have to look at which region you want to invest in. Some are much higher growth and some are much lower cost. This one is in very prolific regions. Going into the fall, natural gas prices have been firming up. (See Top Picks.)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$26.920
Owned
Unknown
COMMENT
COMMENT
September 12, 2013

When bond yields go up, prices go down and this is the same thing for utilities. This group has come under pressure. A lot of the damage has been done and if you own this for the dividend, you are probably not too bad off, but there are better groups to be in that will give you yield plus growth.

Emera Inc (EMA-T)
September 12, 2013

When bond yields go up, prices go down and this is the same thing for utilities. This group has come under pressure. A lot of the damage has been done and if you own this for the dividend, you are probably not too bad off, but there are better groups to be in that will give you yield plus growth.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$28.980
Owned
Unknown
BUY
BUY
September 12, 2013

Likes this one. A beneficiary of improvement in housing in the US. Their pickup trucks are big, big sellers. There is a big replacement cycle in cars as the average age is about 11.9 years. Europe is getting a little bit better and they have a significant presence there.

Ford Motor (F-N)
September 12, 2013

Likes this one. A beneficiary of improvement in housing in the US. Their pickup trucks are big, big sellers. There is a big replacement cycle in cars as the average age is about 11.9 years. Europe is getting a little bit better and they have a significant presence there.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$17.390
Owned
Yes
BUY
BUY
September 12, 2013

A great way to participate in the auto cycle. They have content across the major brands and across the globe. They have no debt and about a 6% cash flow yield. Europe is getting a little bit better. Trading at 13X earnings so it is not expensive.

Magna Int'l. (A) (MG-T)
September 12, 2013

A great way to participate in the auto cycle. They have content across the major brands and across the globe. They have no debt and about a 6% cash flow yield. Europe is getting a little bit better. Trading at 13X earnings so it is not expensive.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$82.740
Owned
Yes
BUY
BUY
September 12, 2013

User base is enormous and if they can harness that it could be quite attractive. Advertisers that pay them for the mobile platform have had initial success and are likely to open their wallets and really start to spend some money. The next quarterly report could really surprise to the upside.

Facebook (FB-Q)
September 12, 2013

User base is enormous and if they can harness that it could be quite attractive. Advertisers that pay them for the mobile platform have had initial success and are likely to open their wallets and really start to spend some money. The next quarterly report could really surprise to the upside.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$44.750
Owned
Yes