stockchase picture

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

Expert Index

List by First Name

List by Last Name

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
2015-06-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. There is a secular move in the US$, and it is going to go on for quite some time. When it moved from 80 to 100 on the Dollar Index (DXY) everyone thought the move was over. When you look at the last 20-25 years, it started at around 80 and went to about 160 before it crashed down to 80 again. Then in 1991, it went from about 80 to about 122. He believes we are more in a Ronald Reagan rally rather than a Bill Clinton rally. The top will be at about 160, so we have quite a ways to go. The issue is that Canada is in a real tough place and the Canadian equity market is in a bear market. There are significant headwinds, and we need major structural changes to get us back on course. The good news is that the Cdn$ will help. We won’t see out and out deflation as other countries have, because as the Cdn$ floats, if we get down to a good level for it, it is good for Ontario and good for manufacturing. Feels that about 80% of valuation will be driven by where interest rates go and where the world economy goes.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
_N/A
2015-06-16 PAST TOP PICK Must be logged in to use chart AAPL-Q Apple

(A Top Pick July 3/14. Up 36.87%.) His model price is $161.03, a 27% upside. $138 is a real barrier for them.


Price:
$127.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

His model price is $32.42. Earnings estimates have been coming down. The dividend distribution is higher than what they are earning. They are paying out $1.82 and the consensus on their earnings is $1.39. Their balance sheet is eroding.


Price:
$38.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-16 BUY on WEAKNESS Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

His model price is $54.60, a 2% upside from its current price. Any sort of a pullback would be a positive for the stock. He has it going to $66.16 in one year’s time.


Price:
$53.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 BUY on WEAKNESS Must be logged in to use chart BCE-T BCE Inc.

His model price is $42.74, a -20%. If interest rates are set to move higher, a lot of these companies will feel the pain. Interest sensitives will go down. He sees this going a little lower in the short term. He would look at $48.12 as an entry point.


Price:
$53.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-16 TOP PICK Must be logged in to use chart C-N CitiGroup

As the anticipation of interest rates moves higher, it is really good news for this group. His model price is $65, a 15% upside.


Price:
$57.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 BUY on WEAKNESS Must be logged in to use chart CCL.B-T CCL Industries (B)

He wouldn’t buy at this level. His model price is $142.30, a -2% from its current price. However, it does grow over time. He is looking at $166.84 one year out. If it pulled back, it would be a candidate for purchase.


Price:
$144.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-16 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

CIBC (CM-T) or TD (TD-T)? What is amazing is that both of these banks are trading at the same valuation. Both of them are just over his green line. This has a 32% upside while TD has a 16%. You have to watch Canadian bank stocks very carefully as the world is Shorting Canada. Canada has all the wrong things going for it including current account deficits, a commodity-based economy, highest personal debt globally, a real estate bubble, etc. If either of these had a significant break, he would be out of there.


Price:
$94.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-16 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

Both Canadian National (CNR-T) and Canadian Pacific (CP-T) have to go back, $65 for CNR. They have gotten extraordinary profits from shipping oil in the last 1-1.5 years. Even though his model price is $96, $64.82 would be his next purchase price.


Price:
$73.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 PAST TOP PICK Must be logged in to use chart CSCO-Q Cisco

(A Top Pick July 3/14. Up 15.76%.) His model price is $43.96, a 54% increase. A 3% dividend yield.


Price:
$28.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 COMMENT Must be logged in to use chart ENB-T Enbridge

His model price is $36.91, a -35%. You may be buying this for the dividend, but your capital is at risk. If we were to have another deflationary spike and the Fed does not move, and the world goes back into this slow growth funk, this stock could easily go up to $68.


Price:
$55.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-16 SELL Must be logged in to use chart G-T Goldcorp Inc

He had a negative transit last week on this company. That is a Sell signal for him. He wouldn’t touch any gold company right here right now. It looks like they are going to go lower.


Price:
$20.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
No
2015-06-16 HOLD Must be logged in to use chart GE-N General Electric

For the 1st time in 25 years he is positive on this company, and only because they are divesting GE Capital. It could easily double if they just got rid of GE Capital. His model price is $21.14, a -22%. Paying a 3.4% dividend.


Price:
$27.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-06-16 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

His model price is $166.32, a 41% upside.


Price:
$119.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 PAST TOP PICK Must be logged in to use chart IMO-T Imperial Oil

(A Top Pick July 3/14. Down 17.35%.) 1995 was the last time this company had traded at this valuation. Oils are certainly out of favour, and with all the oils they are going to go back and retest their lows that they made in December. This is a good company.


Price:
$47.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
Showing 1 to 15 of 3,394 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.