Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
December 12, 2013

It is a big holding at his company. He really likes the auto industry going forward. Magna has lots of opportunity to improve margins, specifically in Europe. He believes there are legs in the auto cycle. Thinks there is only about 4.5% more for it to drop so buy it here.

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

It is a big holding at his company. He really likes the auto industry going forward. Magna has lots of opportunity to improve margins, specifically in Europe. He believes there are legs in the auto cycle. Thinks there is only about 4.5% more for it to drop so buy it here.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$82.570
Owned
Yes
BUY
BUY
December 12, 2013

You are getting a bit of a pullback in Canadian banks. There are all different reasons. They had a good run and are consolidating their gains. National bank does not have good performance in developing markets, vs. TD. The US is the most attractive area for banking. But he would choose TD in Canada because they are doing a good job in the US.

Toronto Dominion (TD-T)
December 12, 2013

You are getting a bit of a pullback in Canadian banks. There are all different reasons. They had a good run and are consolidating their gains. National bank does not have good performance in developing markets, vs. TD. The US is the most attractive area for banking. But he would choose TD in Canada because they are doing a good job in the US.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$94.810
Owned
Yes
DON'T BUY
DON'T BUY
December 12, 2013

Very well run bank. You want to own it for two reasons. When we are headed into a tough environment in lending, which we are not right now, and two, when you want to benefit from growth in South America, which right now they are not. In the short run that exposure is hurting them. In a decent market you want to own what people want to own today. Prefers US banks.

Bank of Nova Scotia (BNS-T)
December 12, 2013

Very well run bank. You want to own it for two reasons. When we are headed into a tough environment in lending, which we are not right now, and two, when you want to benefit from growth in South America, which right now they are not. In the short run that exposure is hurting them. In a decent market you want to own what people want to own today. Prefers US banks.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$62.960
Owned
Unknown
BUY
BUY
December 12, 2013

Cream of the crop in the US. Coming off of the financial crisis, he feels this one will do well. They did the best job of anyone getting through the crisis. They sold assets early.

Cream of the crop in the US. Coming off of the financial crisis, he feels this one will do well. They did the best job of anyone getting through the crisis. They sold assets early.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$56.310
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 12, 2013

(Top Pick Nov 15/12, Up 21.40% Total Return) He reduced his exposure to telcos but this one was the strongest. They will continue to do well. Shareholder friendly management group.

Telus Corp (T-T)
December 12, 2013

(Top Pick Nov 15/12, Up 21.40% Total Return) He reduced his exposure to telcos but this one was the strongest. They will continue to do well. Shareholder friendly management group.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$36.410
Owned
No
PAST TOP PICK
PAST TOP PICK
December 12, 2013

(Top Pick Nov 15/12, Up 18.77%) Has been in it since it went public. This has really worked for him for a long time. He trims from time to time. Let your winners run.

Inter Pipeline (IPL-T)
December 12, 2013

(Top Pick Nov 15/12, Up 18.77%) Has been in it since it went public. This has really worked for him for a long time. He trims from time to time. Let your winners run.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$25.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 12, 2013

(Top Pick Nov 15/12, Flat) When there is uncertainty, he goes to cash. He has been fully invested since then and is today.

CASH (CASH)
December 12, 2013

(Top Pick Nov 15/12, Flat) When there is uncertainty, he goes to cash. He has been fully invested since then and is today.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$0.010
Owned
Yes