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Compiling comments that experts make about stocks while on public TV.

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Norman Levine , Managing Director

Portfolio Management Corp

Contact Info

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


Date Signal Chart Symbol Company Opinion Price
2014-03-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Still thinks we are long overdue for a healthy correction, but the market keeps wanting to chug along without it. Not selling anything, but not buying anything new. Has some healthy cash positions waiting for a correction. People should not be afraid of a correction. When the market has gone up, especially the US market, pretty much nonstop for 5 years, it is long overdue for a correction, but that is an opportunity to buy some stuff that you want with a little better valuation. Technology stocks will be the first to fall. Some other things will come down but money will flow into other things that are better value. Doesn’t expect Canadian market will fall as much because we are different. Our market is about 75% materials, commodities and financials whereas in the US, materials and commodities are a very small part of their market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-03-21 COMMENT Must be logged in to use chart BAD-T Badger Daylighting

Has been reluctant to add to his holdings. Reported good earnings. While it is not a bargain, it is not vastly overpriced. Dividend is safe.


Price:
$38.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 PAST TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

(A Top Pick March 15/13. Up 34.34%.) A lot of these banks lend to the housing area, developer and homeowner, and he thinks this is a healthy place to be right now.


Price:
$40.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

Packaging. World’s largest converter of pressure sensitive labels. Clients are the major consumer goods companies of the world. Got bigger last year when they acquired Avery pressure sensitive business. Earnings this year and next are exploding because of that. Also, in aluminum aerosol cans as well as the plastic laminate tubes that cosmetics come in. Yield of 1.07%.


Price:
$93.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 DON'T BUY Must be logged in to use chart CHL-N China Mobile Hong Kong

The positive is that they have signed an agreement with Apple (APPL-Q), but the percentage of its subscribers that can afford Apple is not that great. Shanghai stock market has done very, very poorly and continues to do so and they are inextricably tied into that.


Price:
$41.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-21 TOP PICK Must be logged in to use chart COS-T Canadian Oil Sands

Oil sands producers in general have been treading water. In this company’s case, it has been largely because Syncrude has been expanding a lot and there have been huge capital expenditures so the debt level has gone up a lot and the dividend has not gone. Starting next year, capital expenditures start to plummet as the expansion becomes complete. Thinks production will start to go up. Unlike a lot of other producers, Syncrude produces light sweet crude, which gets a slight premium to market price, not a discounted price. They are not subject to Keystone. 6.4% dividend yield.


Price:
$21.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 BUY Must be logged in to use chart COV-N Covidien Ltd.

(Market Call Minute.) US healthcare stock. He likes the area and he likes the company. Buy it and hold.


Price:
$70.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

He recently added to his position. Doesn’t know where the price of oil is going. He believes it is going to stay high which will be highly profitable for all producers. He is happy to continue owning a company that adds to its reserves and to its production very profitably. Dividend is safe.


Price:
$40.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 DON'T BUY Must be logged in to use chart CSCO-Q Cisco

In this business, you can be dominant one day and then someone else comes out with a better, cheaper, more efficient widget and start taking your growth from you. Still the dominant networking company, but other people have been nipping at its heels and taking market share from them. Maybe okay for a trade, but not one he would run out and buy. He has his worries about tech stocks. That’s all everybody wants to talk about and that starts to worry him.


Price:
$21.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-21 PAST TOP PICK Must be logged in to use chart ELY-N Callaway Golf

(A Top Pick March 15/13. Up 45.2%.) A play on golf, but also a play on a turnaround. Turnarounds take longer than expected and don’t always work, but when they work they always work better than expected. Gaining market share.


Price:
$9.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 COMMENT Must be logged in to use chart ESN-T Essential Energy Services Ltd.

Like all other drilling companies they have been affected by the weather, which has depressed earnings and probably will for the 1st quarter as well. He is viewing this as a 2nd half stock. If it were broken up and sold it would be worth about $3.50 which shows it is severely undervalued. Has a great yield (4.38%) which is safe. Good management. Very well run. Have good prospects for the year.


Price:
$2.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 BUY Must be logged in to use chart GE-N General Electric

(Market Call Minute.) As it gets rid of more and more of its financials, it becomes more of an industrial company, which is good.


Price:
$25.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-21 SELL Must be logged in to use chart GMCR-Q Green Mountain Coffee Roasters Inc.

(Market Call Minute.) A very volatile stock. Thinks that the Coca-Cola (KO-N) announcement was its big move. He would probably sell this one now.


Price:
$112.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-21 HOLD Must be logged in to use chart GWO-T Great West Lifeco

Likes the life insurance area in Canada better than the bank area because their interest-rate sensitivity is greater. When interest rates go up, they are huge beneficiaries. Also, feels they have much greater earnings growth potential. Banks have some pretty big headwinds. This lifeco is a little bit different because it recently bought Irish Life, which exposes it more to the European market. There is some confusion here, but this weekend Britain came out with some new standards as far as annuities go in England and they are a big player in that. He has seen some research reports that go both ways that it is either positive or negative for them and he is not quite sure what the answer is.


Price:
$29.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-21 BUY Must be logged in to use chart HCG-T Home Capital Group

Customers are people who have trouble getting loans from banks, not because they have bad credit but because they are entrepreneurs and have all their money tied up in their business, or immigrants who don’t have the greatest credit history. Management is really good. Thinks there is more upside over the next 12 months. A long-term stock that you want to own.


Price:
$44.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 3,589 entries
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