Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 12, 2013

It has a secular, long term theme away from cash to electronic payments. Generating wonderful returns for shareholders. They are almost a technology play. Follow it along with a stop loss.

Mastercard Inc. (MA-N)
December 12, 2013

It has a secular, long term theme away from cash to electronic payments. Generating wonderful returns for shareholders. They are almost a technology play. Follow it along with a stop loss.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$782.540
Owned
Yes
BUY
BUY
December 12, 2013

He prefers secular theme in web based retail. Then he prefers the high end and then the low end so he would be a shareholder here.

Dollarama Inc. (DOL-T)
December 12, 2013

He prefers secular theme in web based retail. Then he prefers the high end and then the low end so he would be a shareholder here.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$84.500
Owned
No
BUY
BUY
December 12, 2013

Strong shareholder relations. Is one he likes and owns. Almost made it a Top Pick today. They have a lot of north-south exposure. Benefit from improvement in the auto sector. Earnings per share should accelerate over the next couple of years. A well run railway. Operating ratio could improve.

Strong shareholder relations. Is one he likes and owns. Almost made it a Top Pick today. They have a lot of north-south exposure. Benefit from improvement in the auto sector. Earnings per share should accelerate over the next couple of years. A well run railway. Operating ratio could improve.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$58.400
Owned
Yes
DON'T BUY
DON'T BUY
December 12, 2013

One of the laggards in the pharma group. If a company can’t do well in a good market, then it is time to move on. Prefers JNJ-N for pharma exposure.

Eli Lilly & Co. (LLY-N)
December 12, 2013

One of the laggards in the pharma group. If a company can’t do well in a good market, then it is time to move on. Prefers JNJ-N for pharma exposure.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$49.230
Owned
Unknown
HOLD
HOLD
December 12, 2013

REITs as a whole are having a tough time, but AMT is doing well relative to the rest. But there may be better sectors to be in at present. Prefers financials. If the sector turned up, this would be one of the better performers. Payout will continue to go up. 1.5% yield.

American Tower (AMT-N)
December 12, 2013

REITs as a whole are having a tough time, but AMT is doing well relative to the rest. But there may be better sectors to be in at present. Prefers financials. If the sector turned up, this would be one of the better performers. Payout will continue to go up. 1.5% yield.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$76.690
Owned
Unknown
BUY
BUY
December 12, 2013

Prefers JNJ-N. Likes health care as a sector. Thinks this sector is set to do very, very well. Concerns about patent cliff have come and gone. Should have some decent dividend growth going forward. Has been consolidating with the market and now there is room to the upside.

Merck & Company (MRK-N)
December 12, 2013

Prefers JNJ-N. Likes health care as a sector. Thinks this sector is set to do very, very well. Concerns about patent cliff have come and gone. Should have some decent dividend growth going forward. Has been consolidating with the market and now there is room to the upside.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$48.320
Owned
No
BUY
BUY
December 12, 2013

One of the larger biotech companies. Biotech has been outperforming pharma. You can also look at BBH for exposure to the sector. Just pulled back into the moving averages.

One of the larger biotech companies. Biotech has been outperforming pharma. You can also look at BBH for exposure to the sector. Just pulled back into the moving averages.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$70.270
Owned
Unknown