Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 25, 2017

It is one of the two drug stocks he owns. It has not done a lot in the last couple of years. It made acquisitions in order to get over its patent cliff. He thinks sooner than later it will break out of its sideways trading.

Pfizer Inc (PFE-N)
July 25, 2017

It is one of the two drug stocks he owns. It has not done a lot in the last couple of years. It made acquisitions in order to get over its patent cliff. He thinks sooner than later it will break out of its sideways trading.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$33.100
Owned
Yes
WATCH
WATCH
July 25, 2017

He owns no auto stocks, but is warming up to them. North American production is plateauing and possibly weakening. However, it is at such a high rate that it is profitable for them. In Europe economies are coming back and auto sales are picking up. GM-N pulled out of Europe.

Ford Motor (F-N)
July 25, 2017

He owns no auto stocks, but is warming up to them. North American production is plateauing and possibly weakening. However, it is at such a high rate that it is profitable for them. In Europe economies are coming back and auto sales are picking up. GM-N pulled out of Europe.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$11.270
Owned
No
WEAK BUY
WEAK BUY
July 25, 2017

GE-N is merging their oil and gas operations with them as their largest shareholder. As a Canadian investor, you get representation in the oil service area. They are more geographically dispersed than the Canadian industry.

Baker-Hughes (BHGE-N)
July 25, 2017

GE-N is merging their oil and gas operations with them as their largest shareholder. As a Canadian investor, you get representation in the oil service area. They are more geographically dispersed than the Canadian industry.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$35.250
Owned
No
TOP PICK
TOP PICK
July 25, 2017

A Swiss company. It is the largest in the logistics industry. Moving and warehousing goods. They are a major beneficiary of global trade. They have net cash after debt. Freight on the seas and rails. (Analysts’ target: 154 Swiss Francs).

A Swiss company. It is the largest in the logistics industry. Moving and warehousing goods. They are a major beneficiary of global trade. They have net cash after debt. Freight on the seas and rails. (Analysts’ target: 154 Swiss Francs).

Norman Levine
Managing Director, Portfolio Management Corp
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
July 25, 2017

Montney area, 70% gas. He thinks the outlook for gas is better than oil. It has been hurt by the fact that they are a BC energy producer. We are closer to the bottom than the top in this industry. (Analysts’ target: $22.50).

Montney area, 70% gas. He thinks the outlook for gas is better than oil. It has been hurt by the fact that they are a BC energy producer. We are closer to the bottom than the top in this industry. (Analysts’ target: $22.50).

Norman Levine
Managing Director, Portfolio Management Corp
Price
$17.460
Owned
Yes
TOP PICK
TOP PICK
July 25, 2017

This is the premier out–of–favour stock. It is being hurt by oil and gas exposure and they have a big power generation business. He does not see them both suffering forever. There is a change in management in November. It is a good time to be acquiring it. (Analysts’ target: $31.00).

This is the premier out–of–favour stock. It is being hurt by oil and gas exposure and they have a big power generation business. He does not see them both suffering forever. There is a change in management in November. It is a good time to be acquiring it. (Analysts’ target: $31.00).

Norman Levine
Managing Director, Portfolio Management Corp
Price
$25.440
Owned
Yes
COMMENT
COMMENT
July 25, 2017

This company has a major problem. Facebook (FB-Q) copied Snaps best attributes, which has stunted their ability to grow its social network. The power of these enterprises is the network effect that they create through users. All Facebook had to do was introduce a similar type of feature with an already very large installed base. The company is challenged, because there are a lot of expectations and it was sold at a very lofty valuation. There is a lot of stock that still has to come out. Traditional TV stations are struggling with how they distribute short clip videos and appeal to a demographic. Buying this in the low single digit numbers might be attractive.

Snap Inc. (SNAP-N)
July 25, 2017

This company has a major problem. Facebook (FB-Q) copied Snaps best attributes, which has stunted their ability to grow its social network. The power of these enterprises is the network effect that they create through users. All Facebook had to do was introduce a similar type of feature with an already very large installed base. The company is challenged, because there are a lot of expectations and it was sold at a very lofty valuation. There is a lot of stock that still has to come out. Traditional TV stations are struggling with how they distribute short clip videos and appeal to a demographic. Buying this in the low single digit numbers might be attractive.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$13.890
Owned
Unknown