Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 20, 2018
(A Top Pick Dec 28/17, Down 18%) Here is a company with the fundamentals correct but the market doesn't care. First there was the unfortunate tweet about Saudi Arabia. Second, there was the ethics issue from many years ago. The federal government is not letting them off easily on this one. Both things have caused the stock to tank even though it has nothing to do with current management, growth and so on. He is sticking with it. Ultimately this will go away.
(A Top Pick Dec 28/17, Down 18%) Here is a company with the fundamentals correct but the market doesn't care. First there was the unfortunate tweet about Saudi Arabia. Second, there was the ethics issue from many years ago. The federal government is not letting them off easily on this one. Both things have caused the stock to tank even though it has nothing to do with current management, growth and so on. He is sticking with it. Ultimately this will go away.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$45.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 20, 2018
(A Top Pick Dec 28/17, Down 7%) He bought more in the spring when it was down. It is down in line with the Canadian market. He thinks it is a good company to own long term.
Enbridge(ENB-T)
December 20, 2018
(A Top Pick Dec 28/17, Down 7%) He bought more in the spring when it was down. It is down in line with the Canadian market. He thinks it is a good company to own long term.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$41.890
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 20, 2018
(A Top Pick Dec 28/17, Down 11%) It has excellent management, good earnings and dividend growth but the market doesn't care.
BB&T Corp.(BBT-N)
December 20, 2018
(A Top Pick Dec 28/17, Down 11%) It has excellent management, good earnings and dividend growth but the market doesn't care.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$43.190
Owned
Yes
DON'T BUY
DON'T BUY
December 20, 2018
When companies run into trouble they will come out with a laundry list of things to blame. Usually it is management. In this case the seeds of their problem go back to Jack Welch. He set up GE-N for their later fall. He made GE capital such an important part of GE-N. Recently it was set up to be a big player in power generation. One acquisition was exactly at the wrong time. He has his clients completely out of it.
General Electric(GE-N)
December 20, 2018
When companies run into trouble they will come out with a laundry list of things to blame. Usually it is management. In this case the seeds of their problem go back to Jack Welch. He set up GE-N for their later fall. He made GE capital such an important part of GE-N. Recently it was set up to be a big player in power generation. One acquisition was exactly at the wrong time. He has his clients completely out of it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$7.440
Owned
No
BUY
BUY
December 20, 2018
It continues to be a boring, unexciting company that generates earning and the dividend keeps going up. It is a good long term hold.
BCE Inc.(BCE-T)
December 20, 2018
It continues to be a boring, unexciting company that generates earning and the dividend keeps going up. It is a good long term hold.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$55.130
Owned
Yes
WATCH
WATCH
December 20, 2018
The stock has really fallen out of bed. It is highly depended on filling seats. You need quality product out of Hollywood and you have not been getting that. It is sequel after sequel instead of new entertainment. It could get interesting but you have to wait and see.
Cineplex Inc(CGX-T)
December 20, 2018
The stock has really fallen out of bed. It is highly depended on filling seats. You need quality product out of Hollywood and you have not been getting that. It is sequel after sequel instead of new entertainment. It could get interesting but you have to wait and see.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$24.470
Owned
No
TOP PICK
TOP PICK
December 20, 2018
It is a specialty insurance company. Hardly anyone follows it. A family owns a quarter of it and runs it. They make money on their policies as well as their investments. They raise their dividend every year. They paid a special dividend in December, which they do most years. It is a great buy and hold. (Analysts’ price target is $113.33)
It is a specialty insurance company. Hardly anyone follows it. A family owns a quarter of it and runs it. They make money on their policies as well as their investments. They raise their dividend every year. They paid a special dividend in December, which they do most years. It is a great buy and hold. (Analysts’ price target is $113.33)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$89.380
Owned
Yes