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
2016-11-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. If Mrs. Clinton wins the election, the knee-jerk reaction will be to sell Pharma stocks, and that will be a great buying opportunity. He likes buying stocks that are out of favour, and Pharma has been out of favour for a while, expecting this.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-11-08 COMMENT Must be logged in to use chart AAPL-Q Apple

A “yesterday” stock. To him, the creativity died when Steve Jobs died. There were some products that came out that were already in the pipeline, but since then it has just been “me too”, add on, etc. It is becoming more of a software company than a hardware company. It is really dependent on iPhones and the phone hardware business has been a graveyard for lots of companies.


Price:
$111.060
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-08 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

In general, for engineering companies, people have bought them on the expectation that there is all the infrastructure spending to happen. There has been an awful lot of talk, but not a lot of follow-through yet. If you are a short-term investor, you should not be near the stocks, but if a long-term investor, this is creating an opportunity. (See Top Picks.)


Price:
$13.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-08 TOP PICK Must be logged in to use chart ARX-T Arc Resources Ltd

About 60% natural gas and 40% oil, with most of its holdings in BC, not Alberta. He likes the outlook for gas. Gas is currently weak because it is warm, but that will change when we get a colder than normal winter. He likes management and the balance sheet. This is a low-cost producer. Dividend yield of 2.6%.


Price:
$22.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Nothing would persuade him to buy this company. This is a family run company which has got more benefits from various government levels than you can shake a stick at, and yet still manages to mess up. A lot of that mess has to do with the family. There have been huge execution issues on the transportation side.


Price:
$1.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-08 PAST TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

(A Top Pick Oct 1/15. Up 13.93%.) This is a super regional bank out of North Carolina. Most of its operations are on the US East Coast, but have bought some banks inland as well. A superbly managed bank, mostly retail. A big beneficiary of a rising yield curve, so when rates do go up in the US, it will be a big beneficiary. Dividend yield of 3.1%.


Price:
$38.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart BMY-N Bristol Myers Squibb

He bought this when it had no pipeline, which is when he likes to buy drug stocks. Sold it a number of months ago, and then it had a big drop off. Their initial drop off was because they had a large bet on a cancer drug that didn’t quite get the results that they hold for. It is now back on his radar as a potential if it continues to sell off.


Price:
$53.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-08 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

The biggest pressure sensitive label company in the world. They are also in aluminum aerosol cans as well as cosmetic tubes. All of these are non-cyclical, and continue to gain market share. He likes this and continues to buy it for new accounts, because it has good growth ahead of it.


Price:
$238.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 HOLD Must be logged in to use chart CIX-T CI Financial Corp

His opinion on mutual funds in general is to Hold for now and maybe Buy later on. The mutual fund industry is about to go through a big problem with CRM2, where clients are about to find out the egregious amount they pay in MER’s to own the funds. That could cause some disruption for the industry. Dividend yield of 5.5%.


Price:
$25.310
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-08 DON'T BUY Must be logged in to use chart DH-T DH Corporation

He wouldn’t go near this. When this was in the cheque printing business, he could understand owning it. They then got into the FinTech business and started becoming a company that he didn’t understand.


Price:
$15.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-08 COMMENT Must be logged in to use chart DIS-N Walt Disney

This is one where people think of theme parks, movies, etc. Those things have been doing okay for them. The problem for them is their broadcasting area, with most of it in the cable area like ESPN, which is hurting them badly. Because of that, he can’t get excited about this.


Price:
$94.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-08 WEAK BUY Must be logged in to use chart EMA-T Emera Inc

Fortis (FTS-T) or Emera (EMA-T)? Fortis used to be Canada’s growth utility, and is still a growing utility, but Emera seems to have taken its place. Both companies have made major acquisitions in the US. Now that this has Teco Energy, they probably have more of their earnings coming from the US then from Canada. Keep in mind that there is an interest rate risk for utilities. This gives a nice dividend of 4.5%, and they have a history of raising it regularly. Don’t have a huge percentage of your portfolio in companies that will be hurt by rising interest rates.


Price:
$46.410
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Fortis (FTS-T) or Emera (EMA-T)? This used to be Canada’s growth utility, and is still a growing utility, but Emera seems to have taken its place. Both companies have made major acquisitions in the US. Keep in mind that there is an interest rate risk for utilities. He wouldn’t have a huge percentage of your portfolio as these companies will be hurt by rising interest rates.


Price:
$43.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-08 PAST TOP PICK Must be logged in to use chart GE-N General Electric

(A Top Pick Oct 1/15. Up 20.65%.) This was coming to the end of the transformation that Jack Welsh had done of making it a financial stock instead of an industrial stock. It has pulled off a little in the short term, which gives you an opportunity. This has become a big player in energy infrastructure type stuff, which is why it has been coming off a little. Dividend yield of 3.1%.


Price:
$29.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Must be logged in to use chart GM-N General Motors Corporation

The time to Buy auto companies is when the PE is sky-high and there are no earnings. The time to Sell is when they actually have the earnings and the PE shrinks down. The market is indicating that it has been a great ride for the auto cycle, but it looks like production has peaked for now, which means earnings will probably peak as well. It is not necessarily a great time to be buying an auto stock, but that time will come again when sales bottom.


Price:
$31.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 4,191 entries
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