Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 18, 2019
UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
FedEx(FDX-N)
January 18, 2019
UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$176.910
Owned
No
DON'T BUY
DON'T BUY
January 18, 2019
This defense electronics company has been in an under performing sector for the market. Politics have moved to inward looking policies, with less military action outside its borders.
Raytheon(RTN-N)
January 18, 2019
This defense electronics company has been in an under performing sector for the market. Politics have moved to inward looking policies, with less military action outside its borders.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$165.410
Owned
No
DON'T BUY
DON'T BUY
January 18, 2019
He has not done well owning this in the past. As coal, zinc and other commodity producer it does well when these prices go up. Commodities are also tied to US currency and that is has been a challenge. He worries about the economic slowdown in China. In 2008 there were worries it might fail, but now that its debt is of financial grade, but it is not enough to bring him back as a buyer. (Analysts’ price target is $40.00)
He has not done well owning this in the past. As coal, zinc and other commodity producer it does well when these prices go up. Commodities are also tied to US currency and that is has been a challenge. He worries about the economic slowdown in China. In 2008 there were worries it might fail, but now that its debt is of financial grade, but it is not enough to bring him back as a buyer. (Analysts’ price target is $40.00)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$30.630
Owned
No
PAST TOP PICK
PAST TOP PICK
January 18, 2019
(A Top Pick Feb 16/18, Down 26%) They sell replacement parts wholesale to garages and own paint finishing shops. Management had made great promises over the past year which did not materialize. Now the new CEO is doing a strategic evaluation of the business and he thinks this may result in the divestment of the paint division. He thinks it is a good buy here as it trades below book value. The stock has not made new lows, so he thinks investors are starting to bring support. He still owns it and likes it.
Uni-Select Inc(UNS-T)
January 18, 2019
(A Top Pick Feb 16/18, Down 26%) They sell replacement parts wholesale to garages and own paint finishing shops. Management had made great promises over the past year which did not materialize. Now the new CEO is doing a strategic evaluation of the business and he thinks this may result in the divestment of the paint division. He thinks it is a good buy here as it trades below book value. The stock has not made new lows, so he thinks investors are starting to bring support. He still owns it and likes it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$18.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 18, 2019
(A Top Pick Feb 16/18, Down 9%) This technology company makes things for other manufacturers like routers for Cisco. Earnings growth is looking better he thinks. The stock looks oversold so he is staying with it.
Celestica Inc(CLS-T)
January 18, 2019
(A Top Pick Feb 16/18, Down 9%) This technology company makes things for other manufacturers like routers for Cisco. Earnings growth is looking better he thinks. The stock looks oversold so he is staying with it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$12.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 18, 2019
(A Top Pick Feb 16/18, Down 27%) The worst equity market in the world last year was Germany and this company is a specialty chemical company in the region. Their biggest products are fire retardants. It is a cycle play with good cash flow. He is still buying it.
Lanxess(LXS-DE)
January 18, 2019
(A Top Pick Feb 16/18, Down 27%) The worst equity market in the world last year was Germany and this company is a specialty chemical company in the region. Their biggest products are fire retardants. It is a cycle play with good cash flow. He is still buying it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$0.000
Owned
Yes
COMMENT
COMMENT
January 18, 2019
ARE-T, WSP-T or SNC-T? He owns SNC-T, which has had its issues alongside the Canadian-Saudi Arabia situation. Fundamentally the company performs well. He owns STN-T. He was expecting this space to see better investment following the Canadian government plans to add to infrastructure. He has grown cold to the space as a whole.
Aecon Group Inc(ARE-T)
January 18, 2019
ARE-T, WSP-T or SNC-T? He owns SNC-T, which has had its issues alongside the Canadian-Saudi Arabia situation. Fundamentally the company performs well. He owns STN-T. He was expecting this space to see better investment following the Canadian government plans to add to infrastructure. He has grown cold to the space as a whole.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$18.500
Owned
_N/A