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Compiling comments that experts make about stocks while on public TV.

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Brian Acker, CA , Chief Executive Officer, President and Chief Inves

Acker Finley Inc.

Address
181 University Ave
Suite 1316
Toronto, ON
M5H 3M7

Contact Info
Telephone: 1 (416) 777-9005
Toll Free: 1 (888) 514-9136
Fax: 1 (416) 777-2096
Email:
Website: http://www.ackerfinley.com

Bio:

For Blogs, check out http://modelprice.wordpress.com/

For Facebook App, check out http://apps.facebook.com/modelprice

For Twitter go to @modelpriceguy

Investment Style:
Region: North American
Large Cap, value
using quantitative analysis


Date Signal Chart Symbol Company Opinion Price
2014-09-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. This may be the 2nd inning of a huge secular bull market in the US$. The performance of the US$ relative to the $index is the best it has been in 17 years. Today it made an eight-year high against the Japanese yen. He loves long-term secular trends. He showed a chart going back to 1997, which shows a long-term bull bottom forming on the US$. Once it passes new highs, the world will wake up and portfolio managers globally will be allocating assets back to the US. There is a lot of good, long-term news coming in that is beneficial to the US$. Europe is certainly a basket case economically, and will be for quite some time. The Japanese certainly want to engineer the yen lower. His client holdings is up to about 45% in US$ equities, this was actually zero 2 years ago.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
_N/A
2014-09-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Alibaba IPO. Rumour is that this will open in the $60-$70 range. He tried, but couldn’t figure out the fundamental value of this. He has it coming with a valuation of EBV+7, which is very, very expensive. Until he gets a final balance sheet, and one or two quarters down the road, he is taking a wide step away from this. He has been playing this through Yahoo (YH00-Q). He would buy Yahoo instead.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
_N/A
2014-09-17 TOP PICK Must be logged in to use chart ABT-N Abbott Labs

His model price is $48.91, a 14% upside. Saw that they are going to spin off another company, the gift that keeps on giving. He loves large-cap drug companies. Yield of 2.02%.


Price:
$43.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

Gold has been in a bear market. If his scenario is right in terms of the US$, gold bullion will struggle here and certainly will not move higher because it trades opposite to the US$. A lot of these companies have to get their costs back into line. He would love to see this one come back more.


Price:
$37.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2014-09-17 BUY Must be logged in to use chart BAC-N Bank of America

This one just came out of the blue (his strategy) last week. His model price is $19.17, a 15% upside. The market is saying that they finally believe in its balance sheet. They have $2 trillion in assets, so it is very important that the market gives it’s A-OK.


Price:
$16.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 COMMENT Must be logged in to use chart BB-T BlackBerry

Loves this company. Bought this when it came down to the $7 range. Doesn’t have a model price. They will be launching a new phone this fall and he thinks security will be one of the main issues going forward.


Price:
$12.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 COMMENT Must be logged in to use chart BCE-T BCE Inc.

This is an interest sensitive stock. Has a yield of over 5%. His model price is $36.97, a negative 23% above what he considers Fair Value.


Price:
$47.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
No
2014-09-17 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

The issue here is that it is now an $18 billion company, but the stock price hasn’t moved. They issue capital basically to keep the dividend out. They do acquisitions. Now in the US because they have probably dried up all the capital in Canada for a company of this size. His model price is $38.33, a 10% discount. If you are looking for appreciation, you are not going to get it here.


Price:
$42.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2014-09-17 TOP PICK Must be logged in to use chart CSCO-Q Cisco

His model price is $37.35, a 40% upside. It is right at the bottom of one of EBV +3 one of his levels. Great support. Yield of 3.01%.


Price:
$25.205
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 PAST TOP PICK Must be logged in to use chart CVX-N Chevron Texaco

(A Top Pick Oct 15/13. Up 9.49%.) Loves the value in this. His model price is $168.90, a 35% upside. To him this has potential to break up. There is a lot of implied value here. Nice dividend of 3.4%.


Price:
$124.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 BUY Must be logged in to use chart DHR-N Danaher Corp.

Over a long period of time, this has a nice growth in assets and a very consistent model price. His model price is $85.55, a 10% upside.


Price:
$78.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2014-09-17 COMMENT Must be logged in to use chart FB-Q Facebook

His model price is $41, a 46% downside. His issue with this company is that they bought WhatsUp for $19 billion. That will double the assets of the company, which will probably have a big impact on his model price calculation. He is waiting for the completion of this.


Price:
$76.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2014-09-17 WAIT Must be logged in to use chart FRC-T Canyon Services Group

His model price is $25.86. This is a small cap energy services company and creates a huge valuation in his calculations. Doesn’t think this is sustainable. Feels that all of these companies are coming back to a reasonable value.


Price:
$14.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2014-09-17 TOP PICK Must be logged in to use chart HSE-T Husky Energy

His model price is $48.59, a 46% upside. Pays a nice dividend yield of 3.64%.


Price:
$33.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 COMMENT Must be logged in to use chart LIF-T Labrador Iron Ore Royalty

Has been hitting new lows. Its high was back in 2011 at $40. He has a model price of $46.05. China is slowing down quite markedly. Thinks our material stocks are really picking up that slow down. This is at a crucial level in his programs (EBV +4) at $25.40. If there is a negative transit of that, this is a shoo-in to go to level EBV +3, his red line of $20.30, so there is downside risk.


Price:
$26.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
Showing 1 to 15 of 3,251 entries
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