Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 19, 2018

(A Top Pick May 1/17, Up 5%)  It spun out Bright House.  He continues to own both.  They had to take a hit on benefits that people were not getting and should have.

Metlife(MET-N)
April 19, 2018

(A Top Pick May 1/17, Up 5%)  It spun out Bright House.  He continues to own both.  They had to take a hit on benefits that people were not getting and should have.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$47.440
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 19, 2018

(A Top Pick May 1/17, Down 12%)  He is being patient with it as they buy companies that are patient with new drugs. 

Sanofi-Aventis(SNY-N)
April 19, 2018

(A Top Pick May 1/17, Down 12%)  He is being patient with it as they buy companies that are patient with new drugs. 

Norman Levine
Managing Director, Portfolio Management Corp
Price
$40.160
Owned
Yes
BUY
BUY
April 19, 2018

Same store sales suffered when people weren't going out to restaurants in western Canada.  They made some interesting acquisitions in Quebec and Ontario.  They most recently purchased The Keg.  He likes the stock here. 

Same store sales suffered when people weren't going out to restaurants in western Canada.  They made some interesting acquisitions in Quebec and Ontario.  They most recently purchased The Keg.  He likes the stock here. 

Norman Levine
Managing Director, Portfolio Management Corp
Price
$27.640
Owned
Unknown
WEAK BUY
WEAK BUY
April 19, 2018

The merger of AGU-T and POT-T.  It is on his radar   He thinks the valuation is pretty good.  The outlook for the company is pretty good.  He would not be surprised if he bought it at some point. 

Nutrien Ltd.(NTR-T)
April 19, 2018

The merger of AGU-T and POT-T.  It is on his radar   He thinks the valuation is pretty good.  The outlook for the company is pretty good.  He would not be surprised if he bought it at some point. 

Norman Levine
Managing Director, Portfolio Management Corp
Price
$60.260
Owned
No
HOLD
HOLD
April 19, 2018

It is a great company.  It is a growth utility.  Because they are interest sensitive and interest rates have moved up, they have come down.  There is nothing wrong with the company.

Fortis Inc.(FTS-T)
April 19, 2018

It is a great company.  It is a growth utility.  Because they are interest sensitive and interest rates have moved up, they have come down.  There is nothing wrong with the company.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$42.530
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
April 19, 2018

Everyone back then was saying golf was dead and dying.  They brought in a new CEO that had turned the acquisition around.  It has been built up so you are buying golf balls all the time.  It has recently come off because of the snow outside.  It will hurt their sales short term.  It might be something worth buying because it will come off because of the summer.

Callaway Golf(ELY-N)
April 19, 2018

Everyone back then was saying golf was dead and dying.  They brought in a new CEO that had turned the acquisition around.  It has been built up so you are buying golf balls all the time.  It has recently come off because of the snow outside.  It will hurt their sales short term.  It might be something worth buying because it will come off because of the summer.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$16.460
Owned
Unknown
BUY
BUY
April 19, 2018

Copper pricing seems to be Firming here.  Commodities are starting to come off from a bottom here.  It is 9 years into a bull market and into a recovery.  If you are going to play it, this is probably a not bad place to be.  Copper looks interesting here.

Copper pricing seems to be Firming here.  Commodities are starting to come off from a bottom here.  It is 9 years into a bull market and into a recovery.  If you are going to play it, this is probably a not bad place to be.  Copper looks interesting here.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$1.360
Owned
No