Viewing Expert Norman Levine | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Norman Levine , Managing Director

Portfolio Management Corp

Contact Info

Website: http://www.portfoliomanagement.ca/welcome.html


Date Signal Chart Symbol Company Opinion Price
2017-03-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The budget does not make him change how he wants to allocate capital.  This is the second budget in a row they talked about this badly needed commitment to infrastructure, but nothing has happened yet.  The government should be careful in the future.  There was speculation the government would increase the inclusion rate on capital gains, which they did not.  Advisors had been suggesting people crystallize capital gains, but which was unnecessary.  Don’t make investment decisions be based on tax and legal speculation.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-03-23 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Where to park US cash temporarily.  You don’t get paid much for owning US cash.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 WATCH Must be logged in to use chart BAC-N Bank of America

Financials have run in the US because of expectations under Trump of less regulation that will free up capital.  Also, there is hope and expectation that the yield curve will steepen.  In the near term it looks like we are getting a correction in interest rates.  We are close to the end of the 35 year bull market in bonds.


Price:
$23.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 TOP PICK Must be logged in to use chart BAD-T Badger Daylighting

It is not an everyday stock. They use high pressure water to move earth.  They used to be mostly in the energy area and then moved into the utility area.  Recently they moved into the US.  People still treat them as a Canadian energy company, but 2/3rds of their business is from the US and 3/4ths comes from non-energy.  Earnings continue to grow and they raised the divided recently.  (Analysts’ target: $35.00)


Price:
$32.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

It does nothing fancy.  It is the world’s largest manufacturer of pressure sensitive labels as well as aerosol cans.  They are good at what they do.  They did some very strategic and opportunistic acquisitions over the years.  They raise their dividend over the years and he continues to buy it for clients.


Price:
$289.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

It has become an interesting stock because they are making a very well timed purchase of shells oil sands assets to become the biggest oil company in Canada.  It probably makes it attractive.  But in the near term he sees oil going down so there is no reason to put new money into oil stocks.


Price:
$42.620
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 PAST TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

(Top Pick Mar 22/16, Up 24%) The best run, most profitable railway in North American.  He likes their structure better than CP-T.  CNR-T is less commodity oriented and has a bigger US footprint.  This has been a better grain season.  This one continues to be his favourite.


Price:
$96.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 VAGUE Must be logged in to use chart CP-T Canadian Pacific Rail

CP-T vs. CSX-N.  [Caller already had CNR-T]  One railroad is enough to own.  CSX-Q has already moved since Hunter Harrison moved companies.  Just hold on to CNR-T.


Price:
$194.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 DON'T BUY Must be logged in to use chart CSX-Q CSX Corp

CP-T vs. CSX-N.  [Caller already had CNR-T]  One railroad is enough to own.  CSX-Q has already moved since Hunter Harrison moved companies.  Just hold on to CNR-T.


Price:
$46.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 HOLD Must be logged in to use chart DH-T DH Corporation

Before the takeover offer, the stock was not doing very well.  The company put themselves up for sale and only one bidder came along.  There is still time because the deal has not been finalized. 


Price:
$25.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 BUY Must be logged in to use chart ENB-T Enbridge

He likes the growth outlook and they have pledged to increase their dividend every year.  The Canadian economy needs pipelines to be done. 


Price:
$54.540
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 BUY Must be logged in to use chart F-N Ford Motor

His company owns no autos.  First Quarter earnings will be less than expected because fleet sales are down.  But the stock was only down 10 cents.  North American production has probably peaked.  He thinks it will stay there longer than people think.  F-N has a big presence in Europe where auto sales are starting to do better.  F-N will be a beneficiary long term.  Cars are made better than they used to be and they last longer.


Price:
$11.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 PAST TOP PICK Must be logged in to use chart GE-N General Electric

(Top Pick Mar 22/16, Down 2%) It has been a disappointment.  He liked it because it was being transformed.  They got out of financial services just as financial services were taking off.  What hurt them in the last year was their commitment to energy services.  He is still there though.  He owns it as a cyclical industrial company.


Price:
$29.620
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 DON'T BUY Must be logged in to use chart KO-N Coca-Cola Company

He is not a fan and prefers PEP-N.  KO-N is almost exclusively a soft drink company.  Soft drinks are under attack and in decline as people move more and more towards water.  He does not care for the outlook.  Pepsi gets most of its earnings from food – Lays and Quaker.


Price:
$42.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-23 BUY Must be logged in to use chart MSI-T Morneau Shepell Inc

He continues to own it.  It was founded by the current finance minister’s father.  They are big in the outsourcing business.  They continue to grow in the Canada and in the US.  The dividend is very safe.  They are at the bottom of their payout ratio.  At some point they are going to raise that dividend.


Price:
$19.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 4,260 entries
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