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
2017-09-27 PAST TOP PICK Must be logged in to use chart ARX-T Arc Resources Ltd

(A Top Pick Nov 8/16. Down 19%.) The whole energy complex has come down. Despite the fact that this is 70% natural gas and only 30% oil, it traded like an oil stock. In spite of being the best capitalized, one of the best run, and with great properties, especially in the Montney region of BC, it got sold off. The new BC government is against fracing, LNG, etc. It seems to have bottomed, which is a great buying opportunity.


Price:
$17.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 COMMENT Must be logged in to use chart BAC-N Bank of America

Prefers regional US banks. When you go with the regional banks, you are getting pure banking and exposure to loan growth with exposure to higher interest rates helping them. With the centre moneyed banks, you are also bringing capital markets into play, which is an area he doesn’t want to play in right now.


Price:
$25.410
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-27 TOP PICK Must be logged in to use chart BAD-T Badger Daylighting

Recently came under selling pressure after its 1st quarter earnings were announced, because of a bad month of January. Their operations have been doing well since then. A Short Seller jumped all over it, saying bad things, which scared people away, creating a buying opportunity. They are in earthmoving using high-pressure water, and are the biggest in North America. They are now bigger in the US and non-energy than they had been before. Dividend yield of 1.8%. (Analysts’ price target is $36.)


Price:
$26.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He can think of absolutely no reason to ever own this stock. The #1 corporate bum company in Canada. If you take away its gifts of money, subsidies, cheap loans and favouritism, he doesn’t understand why they exist.


Price:
$2.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-09-27 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

Buy, Sell or Hold? The only Canadian bank he owns. He owns this because it has the smallest Canadian footprint and the largest non-Canadian footprint as a percentage of their assets, of the banks. It is mostly in emerging markets of south America and Asia, which are the growth markets. Dividend yield of 3.9%.


Price:
$80.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 TOP PICK Must be logged in to use chart CARA-T Cara Operations Ltd.

Has been suffering lately. It went from being overpriced to being hugely underpriced. Part of the reason is that they have a good set of their operations in Alberta, and the weakness in the energy patch has hurt sales. Recently they’ve suffered by negative same store sales, which apparently has now turned positive. They’ll be hurt by rising minimum wages in Alberta and Ontario. Dividend yield 1.7%. (Analysts’ price target is $27.)


Price:
$23.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

Sold half his position close to the top last year, and continues to buy it for new clients. In the near term, it is probably seen the best part of its run. The latest quarter was a little disappointing. Their acquisition of the UK company that prints plastic currency, exposed them to the resin price market, and there was a spike in the price which caught them by surprise and hurt them. A great company to continue to own, but doesn’t think it is going to lead the market like it has in the past.


Price:
$60.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 COMMENT Must be logged in to use chart CVE-T Cenovus Energy

Not one of his favourite energy stocks. Made one really bad acquisition at the wrong time and piled themselves up with debt. The CEO announced he is leaving, but in the meantime is trying to undo some of the mess. He would rather go for a well-managed company with good assets and that will be growing.


Price:
$12.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-09-27 COMMENT Must be logged in to use chart EMA-T Emera Inc

This has done a good job in recent years of diversifying away into some US markets. However, it is interest rate sensitive. With interest rates going up in Canada, it bodes negatively for this stock.


Price:
$46.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 COMMENT Must be logged in to use chart EMP.A-T Empire Company (A)

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. This company has had its challenges but under the new CEO, it is showing that it is starting to come back. If you are a turnaround person, even though it has had a big run already, it is starting to outperform off a very bad low, and has the most turnaround potential.


Price:
$22.030
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-27 COMMENT Must be logged in to use chart FB-Q Facebook

Which FAANG stock would you choose? As a value investor, he wouldn’t touch any of them. It looks like they have peaked as money is moving out of them temporarily, into more cyclical stocks, financials and even energy stocks for now. Because of that, he wouldn’t own any right now. If he had to pick one, this one seems to really dominate what they do.


Price:
$167.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-09-27 COMMENT Must be logged in to use chart KO-N Coca-Cola Company

This has been diversifying into other beverages including water and new age beverages. Prefers PepsiCo (PEP-N) which can do foods with snack foods where their focus on growth is. In the short term, both are going to be a little weak. The consumer staples group has done well, but now people are looking to get a little more cyclical, so these 2 are running out of favour in the short term.


Price:
$44.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-09-27 COMMENT Must be logged in to use chart L-T Loblaw Companies Ltd

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? This has proven to be the best run grocer in Canada.


Price:
$67.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-27 PAST TOP PICK Must be logged in to use chart MET-N Metlife

(A Top Pick Nov 8/16. Up 12%.) One of the biggest financial companies in the US. In late July, they spun out their consumer division, which he took advantage of. He still likes the outlook for this company.


Price:
$51.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-27 COMMENT Must be logged in to use chart MRU-T Metro Inc (A)

Loblaw (L-T), Empire (EMP.A-T) or Metro (MRU-T)? Loblaw has proven to be the best run grocer in Canada. Empire has had its challenges but is starting to come back. This company would be somewhere in between the two.


Price:
$43.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 4,373 entries
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