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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
2015-05-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The US$ is in a secular bull market, but all US assets will go up as well over time. The Dow and the S&P 500 hit new highs yesterday. 2015 is going to be the year of the macro, and not the year of the stock. He wouldn’t be a stock picker too much this year. This is going to be the year of central bank actions including China. The only proviso he would give is that if a company disappoints the market, either through sales or earnings, the market really takes them to the woodshed and you could be down 10%-15% in a day. This is a correction in a bull market until the 10 year bond breaks 2.712%, at which time all bets are off. He is looking for 1 or 2 interest rate hikes from the Fed in 2015.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
_N/A
2015-05-19 BUY on WEAKNESS Must be logged in to use chart AAPL-Q Apple

Has a model price of $162.95, a 25% upside. A year from now, he has a model price calculation at $175. He likes this company and would try to get it on a pullback.


Price:
$130.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

It is having trouble at EBV+2, which is basically his level at $20.96. He has a model price of $30.60, a 48% upside. The real issue here is that the market has to agree with those earnings estimates, and the market is certainly not agreeing. He would feel better on a positive transit on is EBV+2. He would put a target of EBV+3, which is $28-$29, and get out of the stock. If it came back to $17.60, he would be a buyer.


Price:
$19.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-19 WEAK BUY Must be logged in to use chart CFP-T Canfor Corp

He has a model price of $31.71, a 33.5% upside. We are in the 8th inning of these particular cyclical stocks, so he would be very, very cautious.


Price:
$25.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-19 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

His model price is $5.62. They are paying out $2.76. Earnings for 2015 is a negative $0.10 and a negative $0.09 for 2016. Yield is 9.41%.


Price:
$28.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-19 TOP PICK Must be logged in to use chart CSCO-Q Cisco

His model price is $45.56, an upside of 53%. 3% dividend yield.


Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 COMMENT Must be logged in to use chart ERF-T Enerplus Corp

His model price is $3.06, a negative 76%. It is paying out $0.60. For this year, the mean estimate is that they are going to lose $0.55 and $0.08 for 2016 at current earnings estimates. He feels energy is going to go lower.


Price:
$12.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-19 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick May 29/14. Up 48.53%.) Still likes this. It will probably go to about $67. He would be a Buyer on any weakness.


Price:
$55.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

The media focuses on negative stories, but these big companies can shift assets and wring out some costs to make up for any sort of pricing differential. His model price is $168, a 54% upside.


Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 COMMENT Must be logged in to use chart IBM-N IBM

This is in transition, but it does have fundamentals. His model price is $200, a 15% upside. Pays a 3% dividend. Even if they disappoint on the top and bottom lines, they know how many shares to buy back to make the whole thing work.


Price:
$173.480
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Must be logged in to use chart INTC-Q Intel

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.


Price:
$33.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 BUY on WEAKNESS Must be logged in to use chart K-N Kellog

His model price is $59.28, a negative 8%. These are wonderful names in a portfolio and he thinks they go sideways. If it got a nice downdraft year, he would be a buyer of the stock. 3% dividend yield.


Price:
$64.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-19 COMMENT Must be logged in to use chart MFC-T Manulife Financial

This is really about interest rates. As interest rates start moving up and we get a better economic picture of what the future looks like, then he thinks life insurance companies get a lift. His model price is $30, a 31% upside.


Price:
$23.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-19 COMMENT Must be logged in to use chart MU-Q Micron Technology

This is back to what he calls an EBV+3 which is $26.60. He has a model price of $57, a 113% upside, which is not uncommon. A very cyclical stock. This is a good trading position and would be a good entry point with a very tight Stop.


Price:
$26.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-19 PAST TOP PICK Must be logged in to use chart ORCL-N Oracle

(Our records show Apple (AAPL-Q) is his 3rd Top Pick, not Oracle.)(A Top Pick May 29/14. Up 6.25%) his model price on this is $62.90, a 42% upside.


Price:
$44.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
Showing 1 to 15 of 3,370 entries
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