Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 28, 2016

(A Top Pick Nov 27/15. Up 3.17%.) This has benefited since the Trump rally. An industrial company, and a lot of its business is in the petroleum area. 100% of their business is in pumps. Have raised their dividend every year as long as they have been public. It has had a good run, and could pause here for a while, but he likes it for the long-term.

Gorman-Rupp (GRC-N)
December 28, 2016

(A Top Pick Nov 27/15. Up 3.17%.) This has benefited since the Trump rally. An industrial company, and a lot of its business is in the petroleum area. 100% of their business is in pumps. Have raised their dividend every year as long as they have been public. It has had a good run, and could pause here for a while, but he likes it for the long-term.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$32.580
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 28, 2016

(A Top Pick Nov 27/15. Up 6.07%.) This is a laggard in the Canadian financials. Its biggest assets are Great West Life and Investors Group. The drag on the stock has really been Great West Life, where a lot of its business is in England and Europe. As interest rates are going up, it is starting to perform.

(A Top Pick Nov 27/15. Up 6.07%.) This is a laggard in the Canadian financials. Its biggest assets are Great West Life and Investors Group. The drag on the stock has really been Great West Life, where a lot of its business is in England and Europe. As interest rates are going up, it is starting to perform.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$33.700
Owned
Yes
COMMENT
COMMENT
December 28, 2016

This is one he is looking at, but not jumping up and down at the moment. A really well run company in the alternative mortgage field. He has worries about the Canadian housing market.

Home Capital Group (HCG-T)
December 28, 2016

This is one he is looking at, but not jumping up and down at the moment. A really well run company in the alternative mortgage field. He has worries about the Canadian housing market.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$31.100
Owned
No
COMMENT
COMMENT
December 28, 2016

Healthcare stocks are totally out of favour and look interesting. As this is in Europe, it is somewhat out of the grasp of what might happen in the US regulatory market.

Sanofi-Aventis (SNY-N)
December 28, 2016

Healthcare stocks are totally out of favour and look interesting. As this is in Europe, it is somewhat out of the grasp of what might happen in the US regulatory market.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$39.260
Owned
Yes
COMMENT
COMMENT
December 28, 2016

As a value investor, this is not one that would come up on his radar. As a growth stock, it has done very well, and thinks it will continue to do so. For the long-term, it will probably do you well.

Dollarama Inc. (DOL-T)
December 28, 2016

As a value investor, this is not one that would come up on his radar. As a growth stock, it has done very well, and thinks it will continue to do so. For the long-term, it will probably do you well.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$98.200
Owned
No
BUY
BUY
December 28, 2016

Engineering. Just bought this in the last couple of months. Until recently, it was largely Canadian, but the latest merger moved them into the US. With both the US and Canadian governments talking up infrastructure, this is an area that you will want to be invested in.

Stantec Inc (STN-T)
December 28, 2016

Engineering. Just bought this in the last couple of months. Until recently, it was largely Canadian, but the latest merger moved them into the US. With both the US and Canadian governments talking up infrastructure, this is an area that you will want to be invested in.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$34.400
Owned
Yes
BUY
BUY
December 28, 2016

His preference currently is natural gas. There is potential upside than there is in oil, and a lot less international stuff that can affect it. He just bought this today. It doesn’t pay a dividend, so only bought it for accounts that are not dividend sensitive. They just bought a lot of Duvernay assets from Shell at ridiculously low prices. Good management and good properties. (See Top Picks.)

Tourmaline Oil Corp (TOU-T)
December 28, 2016

His preference currently is natural gas. There is potential upside than there is in oil, and a lot less international stuff that can affect it. He just bought this today. It doesn’t pay a dividend, so only bought it for accounts that are not dividend sensitive. They just bought a lot of Duvernay assets from Shell at ridiculously low prices. Good management and good properties. (See Top Picks.)

Norman Levine
Managing Director, Portfolio Management Corp
Price
$36.080
Owned
Yes