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
2016-12-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. This is not a time to be overweight in utilities, telecoms, REITs, etc., but it is also not a time to be totally out of them. Most are quality companies with earnings that are growing, and more importantly, dividends that are growing. They are not going to lead the market here, and in the short run they may suffer for a bit, but as a long-term investor he is happy to keep the quality companies. The tax rates in the US go down next year, so he thinks that there may be some delayed selling into next year for people taking tax losses. As a value investor, he is looking for things that have not gone up.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-12-28 COMMENT Must be logged in to use chart AAPL-Q Apple

Feels this is yesterday’s stock, and he prefers owning tomorrow’s stocks. Since Steve Jobs died, innovation is not what it used to be. It is more in upgrading rather than new products, other than the watch. He is not a fan.


Price:
$116.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-28 TOP PICK Must be logged in to use chart ARX-T Arc Resources Ltd

He likes natural gas better than oil, and this one is largely natural gas. It recently sold its Saskatchewan oil properties, so it is now about 72% natural gas. He likes that most of their natural gases are in BC in the Montney, which is a great area to be in. Low cost producers. Really good management. Dividend yield of 2.6%. (Analysts’ price target is $27.30.)


Price:
$23.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A Canadian/International growth story in convenience stores and gas stations. He likes that they are changing all of their brands, except in Québec, to Circle K. Smart management.


Price:
$61.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-28 PAST TOP PICK Must be logged in to use chart BAD-T Badger Daylighting

(A Top Pick Nov 27/15. Up 37.07%.) Excavation by hydraulics. In recent years, it has been moving into the US. They are the biggest in the business. Has moved significantly away from energy and into excavation for municipalities, pipeline companies, and electric utilities, etc.


Price:
$32.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

The only Canadian bank he owns, as he prefers US banks and other financials. Owns this because it is the least Canadian of the major Canadian banks. He sees the domestic market is being riskier with lower growth than what is outside of Canada.


Price:
$76.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 BUY Must be logged in to use chart CARA-T Cara Operations Ltd.

This has not been performing in this market, and he bought some just recently. Thinks the outlook is quite good. Believes it is the biggest restaurant operator in Canada. Have significant operations in Alberta which has been hurt by the fall in energy prices, as well as Fort McMurray. They made a significant acquisition this year of the St Hubert operations in Québec, which will pay off in spades in the long run.


Price:
$24.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

As a value investor, this is not one that would come up on his radar. As a growth stock, it has done very well, and thinks it will continue to do so. For the long-term, it will probably do you well.


Price:
$98.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-28 COMMENT Must be logged in to use chart G-T Goldcorp Inc

He is a value investor, not a gold investor. Gold is an emotional commodity. When people are expecting things to be not good, they go into gold. When the US$ is weak, commodities do better, especially gold, but the US$ has been on a tear, which can’t be good for gold.


Price:
$17.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-28 COMMENT Must be logged in to use chart GE-N General Electric

An industrial name that has benefited a lot since the Trump election, because it is mostly an industrial type company. He likes that it is not as financial as it used to be. They are buying some good assets. Has a decent yield.


Price:
$31.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 PAST TOP PICK Must be logged in to use chart GRC-A Gorman-Rupp

(A Top Pick Nov 27/15. Up 3.17%.) This has benefited since the Trump rally. An industrial company, and a lot of its business is in the petroleum area. 100% of their business is in pumps. Have raised their dividend every year as long as they have been public. It has had a good run, and could pause here for a while, but he likes it for the long-term.


Price:
$32.580
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 COMMENT Must be logged in to use chart HCG-T Home Capital Group

This is one he is looking at, but not jumping up and down at the moment. A really well run company in the alternative mortgage field. He has worries about the Canadian housing market.


Price:
$31.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-28 COMMENT Must be logged in to use chart HSE-T Husky Energy

(He owns some of their preferreds.) If he didn’t already own Suncor (SU-T), this might be one worth looking at. They have good assets, and he likes the refining business, which is going to work well for this company. Thinks they may bring their dividend back.


Price:
$16.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 HOLD Must be logged in to use chart MG-T Magna Int'l. (A)

This is on his radar. The auto cycle in North America looks a little bit long in the tooth, but in Europe and other parts of the world things are looking up. This company does a lot of business in Europe. The company has plants throughout North America, a lot of them in Mexico.


Price:
$59.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-28 HOLD Must be logged in to use chart MSI-T Morneau Shepell Inc

This company has a solid outlook, both in Canada and in the US where it is expanding. It hasn’t raised its dividend, but has publicized a range for earnings where it would raise its dividend, and it is right at the bottom of that range. As long as earnings are going to continue on an uptrend, he would think it should be raising its dividend anytime now. Dividend yield of 4.7%.


Price:
$19.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 4,215 entries
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