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
2017-07-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The TSX is the worst performing market in the world, even taking into account the currency.  The problem for Canadians is that our own market is down.  The strength of the Canadian dollar took away a lot of the gains.  The market in Canada is dominated by banks and resources.  We are totally undiversified.  He as 45% outside of Canada.  Half of that outside of Canada is in the US.  Most political news is noise to the market. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Europe Recommendation.  He likes multinationals that are headquartered in Europe (see his top picks).  DEA-N is part of Europe and is the world’s largest liquor company.  The Finish elevator and escalator company KONE (KNBV-OMX) does a lot of business in China.  Sanofi in France he likes also.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-25 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Rails.  He is favourable towards them.  Surface transportation companies let you know how economies are doing.  He prefers CNR-T over CP-T. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-25 TOP PICK Must be logged in to use chart ARX-T Arc Resources Ltd

Montney area, 70% gas.  He thinks the outlook for gas is better than oil.  It has been hurt by the fact that they are a BC energy producer.  We are closer to the bottom than the top in this industry.  (Analysts’ target: $22.50).


Price:
$17.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 WEAK BUY Must be logged in to use chart BHGE-N Baker-Hughes

GE-N is merging their oil and gas operations with them as their largest shareholder.  As a Canadian investor, you get representation in the oil service area.  They are more geographically dispersed than the Canadian industry.


Price:
$35.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-25 PAST TOP PICK Must be logged in to use chart BKU-N BankUnited, Inc

(Top Pick July 25/16, Up 13.19%)  It came out of bankruptcy in 2007.  It is more sensitive to loan growth than interest rates. 


Price:
$33.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 HOLD Must be logged in to use chart CARA-T Cara Operations Ltd.

It has not been a good investment in the short term.  Their Western Canada acquisition exacerbated their exposure to their Alberta and Saskatchewan markets.  They are going to expand their St. Hubert and Swiss Chalet products in supermarkets. 


Price:
$24.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-25 WATCH Must be logged in to use chart CPG-T Crescent Point Energy Corp

It continues to decline. He thinks it is closer to the bottom than the top in oil and he has a small weight in Energy and is starting to get in.  Energy is always a trade.  Sell it when times are good.  Don’t be in a rush to put money in.


Price:
$9.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-25 PAST TOP PICK Must be logged in to use chart DEO-N Diageo PLC

(Top Pick July 25/16, Up 7.59%)  It has been subject to BREXIT.  It benefited when the pound was getting hit.  When the pound went down the costs went down.  Sales continue to rise in North America.


Price:
$119.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

It is unfortunate it has suffered the way it has, since it split.  It has not worked out very well at all.  The management of both companies has been somewhat questionable.


Price:
$12.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-25 HOLD Must be logged in to use chart ENB-T Enbridge

It was a great performer and then earlier this year it was a poor performer.  He does not average up or down. 


Price:
$52.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 WATCH Must be logged in to use chart F-N Ford Motor

He owns no auto stocks, but is warming up to them.  North American production is plateauing and possibly weakening.  However, it is at such a high rate that it is profitable for them.  In Europe economies are coming back and auto sales are picking up.  GM-N pulled out of Europe.


Price:
$11.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-25 DON'T BUY Must be logged in to use chart G-T Goldcorp Inc

Regardless of whether gold goes up or down it depends on whether the individual gold producer goes up or down. 


Price:
$16.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-25 TOP PICK Must be logged in to use chart GE-N General Electric

This is the premier out–of–favour stock.  It is being hurt by oil and gas exposure and they have a big power generation business.  He does not see them both suffering forever.  There is a change in management in November.  It is a good time to be acquiring it.  (Analysts’ target: $31.00).


Price:
$25.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 TOP PICK Must be logged in to use chart KNIN-VX Kuehne + Nagel Intl.

A Swiss company.  It is the largest in the logistics industry.  Moving and warehousing goods.  They are a major beneficiary of global trade.  They have net cash after debt.  Freight on the seas and rails.  (Analysts’ target: 154 Swiss Francs).


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 4,329 entries
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