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
2016-05-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  It looks like oil went down too far, too fast and is now recovering on short covering.  The fundamentals have not changed that much since January, so he would not be surprised to see it roll over here.  No one knows where the US dollar is going.  He is not increasing energy exposure up here.  All the currencies are going up against the US dollar.  He spent some money in Canada and is hoping things come off so he can invest more.  He only spent a little in Canada.  The US is a little expensive.  In the US you are getting bankruptcies in energy.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2016-05-02 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Software.  He historically does not invest in technology.  He has OTC-T, however.  He likes how they are growing by acquisition.  It is decent value here and he likes the management.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil price over 5 to 10 years.  He does not like predicting anything.  No one predicted oil would go into the $30s, let alone below.  He thinks it will be between $30-$50 over the next few years.  Historically, commodities don’t turn quickly.  Make sure an oil stock has a good balance sheet.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2016-05-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Dollar.  He believes the dollar got overdone on the downside.  It could be vulnerable, but he does not see it going down to $0.59 like others.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2016-05-02 DON'T BUY Must be logged in to use chart AAPL-Q Apple

It is a ‘yesterday’ stock.  He does not see what is going to make this stock go up a lot.  The handset business has been shown to be a graveyard business for a lot of other companies.


Price:
$93.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-02 WEAK BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

He likes the business they are in, and their business model.  They just made an Imperial Oil acquisition, as well they are expanding in Europe.  He does not own it because he does not think it is cheap enough.  The company is trying to protect their family including their children with special privileges, although they have done a good job running the company.


Price:
$55.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-02 BUY Must be logged in to use chart BAD-T Badger Daylighting

They have been diversifying away from the energy patch.  They also diversified into the US.  They are the biggest in both countries.  The core business continues to do okay.  He still buys it for new accounts.


Price:
$23.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He does not understand the fixation.  It has a poor balance sheet.  They made a lot of bad news over the past while.  They used to own the business jet market and now put all their resources into the ‘C’ series.  On the transportation division they have had a miss.  He does not like the corporate governance.


Price:
$1.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-02 BUY Must be logged in to use chart BMO-T Bank of Montreal

4.1% yield.  The best performing bank recently. They did a good job of turning this bank around.  He is impressed with how they are doing in Canada as well as internationally.  He prefers BNS-T, however.


Price:
$81.660
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-05-02 TOP PICK Must be logged in to use chart CAO-T Cara Operations Ltd.

Brand new for him.  He likes it because he wanted to increase his presence in Canada, but not in resources.  It is the Canadian consolidator in the restaurant business.  The dual class share structure is their only drawback. 


Price:
$31.680
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 HOLD Must be logged in to use chart CASH CASH

He would hold some cash because he thinks the markets have gotten a little ahead of themselves.  He is carrying a bunch of cash and thinks he can invest it lower down.


Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 PAST TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

(Top Pick Apr 17/15, Up 56.35%) He still likes the stock.  It is in a low volatility sector.  It reports in Cad$ and 95% of its sales are outside Canada, so there is some currency risk.


Price:
$234.260
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 PAST TOP PICK Must be logged in to use chart GE-N General Electric

(Top Pick Apr 17/15, Up 17.24%)  He likes the transformation back to an industrial company.  They have a big oil and gas exposure through making equipment for it.  He likes the new mix.


Price:
$30.890
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 DON'T BUY Must be logged in to use chart H-T Hydro One

He has Emera and EMB-T instead.  H-T is not for him.  Part of the problem is that the government will be a constant seller of the stock.  He would feel better if the government sold all of it.


Price:
$23.610
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-02 BUY Must be logged in to use chart IMO-T Imperial Oil

If you are a long term investor, it is a fine company.  In the short term they had some operational difficulties.  Great balance sheet.


Price:
$40.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 4,073 entries
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