Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 27, 2017

This has been diversifying into other beverages including water and new age beverages. Prefers PepsiCo (PEP-N) which can do foods with snack foods where their focus on growth is. In the short term, both are going to be a little weak. The consumer staples group has done well, but now people are looking to get a little more cyclical, so these 2 are running out of favour in the short term.

Coca-Cola Company (KO-N)
September 27, 2017

This has been diversifying into other beverages including water and new age beverages. Prefers PepsiCo (PEP-N) which can do foods with snack foods where their focus on growth is. In the short term, both are going to be a little weak. The consumer staples group has done well, but now people are looking to get a little more cyclical, so these 2 are running out of favour in the short term.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$44.640
Owned
No
COMMENT
COMMENT
September 27, 2017

Has owned this for some time. Bought it during the financial crisis when people were basically giving away shares of financial companies. It has diversified, being almost more of a money manager than a lifeco. It is growing its life business both in Canada and the US as well as in Asia. Like most financial stocks, this responds to higher interest rates. The 10-year US bond is starting to have strength, which is positive for lifecos. He is positive on this company.

Suncor Energy Inc (SU-T)
September 27, 2017

Has owned this for some time. Bought it during the financial crisis when people were basically giving away shares of financial companies. It has diversified, being almost more of a money manager than a lifeco. It is growing its life business both in Canada and the US as well as in Asia. Like most financial stocks, this responds to higher interest rates. The 10-year US bond is starting to have strength, which is positive for lifecos. He is positive on this company.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$43.350
Owned
Yes
BUY
BUY
September 27, 2017

Recently weakened following its 2 major acquisitions. A growth by acquisition company. Recently acquired Ultramar in eastern Canada and Chevron’s Canadian refinery and gas station business in Western Canada. It has become a “show me” stock, and is a great, long term buying opportunity. Dividend yield of 4.4%.

Parkland Fuel Corp (PKI-T)
September 27, 2017

Recently weakened following its 2 major acquisitions. A growth by acquisition company. Recently acquired Ultramar in eastern Canada and Chevron’s Canadian refinery and gas station business in Western Canada. It has become a “show me” stock, and is a great, long term buying opportunity. Dividend yield of 4.4%.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$25.910
Owned
Yes
COMMENT
COMMENT
September 27, 2017

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? This has proven to be the best run grocer in Canada.

Loblaw Companies Ltd (L-T)
September 27, 2017

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? This has proven to be the best run grocer in Canada.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$67.130
Owned
Unknown
COMMENT
COMMENT
September 27, 2017

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. This company has had its challenges but under the new CEO, it is showing that it is starting to come back. If you are a turnaround person, even though it has had a big run already, it is starting to outperform off a very bad low, and has the most turnaround potential.

Empire Company (A) (EMP.A-T)
September 27, 2017

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. This company has had its challenges but under the new CEO, it is showing that it is starting to come back. If you are a turnaround person, even though it has had a big run already, it is starting to outperform off a very bad low, and has the most turnaround potential.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$22.030
Owned
Unknown
COMMENT
COMMENT
September 27, 2017

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. Empire has had its challenges but is starting to come back. This company would be somewhere in between the two.

Metro Inc (A) (MRU-T)
September 27, 2017

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. Empire has had its challenges but is starting to come back. This company would be somewhere in between the two.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$43.610
Owned
Unknown
DON'T BUY
DON'T BUY
September 27, 2017

He can think of absolutely no reason to ever own this stock. The #1 corporate bum company in Canada. If you take away its gifts of money, subsidies, cheap loans and favouritism, he doesn’t understand why they exist.

Bombardier Inc (B) (BBD.B-T)
September 27, 2017

He can think of absolutely no reason to ever own this stock. The #1 corporate bum company in Canada. If you take away its gifts of money, subsidies, cheap loans and favouritism, he doesn’t understand why they exist.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$2.100
Owned
No