Daily Stock Opinions — Stockchase
WATCH LIST
Expand All

Latest Expert Opinions Stocks Market Too many ads? Remove ads !


Mastercard Inc.
COMMENT
Johnson & Johnson
BUY
Enbridge
DON'T BUY
Toronto Dominion
BUY
National Bank of Canada
DON'T BUY
New Flyer Industries Inc.
BUY
TFI International Inc
PARTIAL BUY

Page direction

Next page
Signal Opinion Expert
COMMENT
Mastercard Inc.(MA-N) 

December 13, 2018

There is still lots of room for penetration in the credit card space in terms of the consumer not using cash but using plastic. You have to look at it long term. He feels there is still more upside. It's up 30% this year. V-N has a larger market share and has not had the same year as MA-T. You could say you are buying V-N at a slightly less rich a valuation. You will do fine on both long term. He does not own V-N because the dividend is less than 1%.
other services
0 0 0 0 0
0 comments
There is still lots of room for penetration in the credit card space in terms of the consumer not using cash but using plastic. You have to look at it long term. He feels there is still more upside. It's up 30% this year. V-N has a larger market share and has not had the same year as MA-T. You could say you are buying V-N at a slightly less rich a valuation. You will do fine on both long term. He does not own V-N because the dividend is less than 1%.
other services
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$198.960
Owned Owned
Unknown

BUY
Johnson & Johnson(JNJ-N) 

December 13, 2018

This is a portfolio anchor type of company. It is defensive and pays a great dividend for a US equity. If you want to make a bet on Pharma you would not use this one because there are two other businesses in there. These other two businesses give it some diversification. It is a good long term play.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
This is a portfolio anchor type of company. It is defensive and pays a great dividend for a US equity. If you want to make a bet on Pharma you would not use this one because there are two other businesses in there. These other two businesses give it some diversification. It is a good long term play.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$147.840
Owned Owned
No

DON'T BUY
Enbridge(ENB-T) 

December 13, 2018

It is not one he owns or sees a lot of opportunity in. Most investors stop doing due diligence after they see the dividend yield. You lose more on the back end than you make on the dividend. We need more pipelines to be built for them to grow their top line. He stays away because he cannot see where future growth comes from.
oil/gas pipelines
0 0 0 0 0
0 comments
It is not one he owns or sees a lot of opportunity in. Most investors stop doing due diligence after they see the dividend yield. You lose more on the back end than you make on the dividend. We need more pipelines to be built for them to grow their top line. He stays away because he cannot see where future growth comes from.
oil/gas pipelines
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$43.110
Owned Owned
Unknown

BUY
Toronto Dominion(TD-T) 

December 13, 2018

It is a portfolio anchor. They consistently raise the dividend. They have first mover advantage in terms of going into the US. They were quite successful. He invests 20% in financials. The dividends are safe. There has been a pull back in TD-T. Longer term you will do fine with this name. Don't be enthusiastic about over-weighting the name just because it pulled back. There will be volatility in the short term. There are other Canadian banks with higher yields.
banks
0 0 0 0 0
0 comments
It is a portfolio anchor. They consistently raise the dividend. They have first mover advantage in terms of going into the US. They were quite successful. He invests 20% in financials. The dividends are safe. There has been a pull back in TD-T. Longer term you will do fine with this name. Don't be enthusiastic about over-weighting the name just because it pulled back. There will be volatility in the short term. There are other Canadian banks with higher yields.
banks
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$69.720
Owned Owned
Unknown

DON'T BUY
National Bank of Canada(NA-T) 

December 13, 2018

It is not that much chapter than TD-T but he seems more risk because they are so Canadian-centric. All the growth in Canadian banks will come from the US. He does not see anything specifically wrong with this one, however.
banks
0 0 0 0 0
0 comments
It is not that much chapter than TD-T but he seems more risk because they are so Canadian-centric. All the growth in Canadian banks will come from the US. He does not see anything specifically wrong with this one, however.
banks
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$58.670
Owned Owned
Unknown

BUY
It has been a rough ride over the last year, down over 40%. It has run up and then missed on earnings. It is a recession proof business. He is a buyer at these levels. It's an entry point.
Automotive
0 0 0 0 0
0 comments
It has been a rough ride over the last year, down over 40%. It has run up and then missed on earnings. It is a recession proof business. He is a buyer at these levels. It's an entry point.
Automotive
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$34.970
Owned Owned
Yes

PARTIAL BUY
TFI International Inc(TFII-T) 

December 13, 2018

He likes this name. You get a reasonable dividend. It had a great year. It makes him hit the pause button and be more patient before buying more. He would step in with a half position and be patient with the other half.
Transportation
0 0 0 0 0
0 comments
He likes this name. You get a reasonable dividend. It had a great year. It makes him hit the pause button and be more patient before buying more. He would step in with a half position and be patient with the other half.
Transportation
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$38.960
Owned Owned
Yes

Showing 1 to 7 of 170,932 entries
TOP PICKS
 
Successfully Saved Company
Successfully Saved Company