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
2017-06-16 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil & Gas? He is more positive on gas, and sees more possible downside on oil. The supply/demand on oil is out of whack right now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-16 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

It was just announced they are acquiring Whole Foods (WFM-Q) for about $14 billion. This is a huge disruption for the grocery business, more so initially in the US where they are situated across the country. You can now expect Whole Foods to build out across Canada. Food is the least area penetrated right now in online ordering.


Price:
$987.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-16 COMMENT Must be logged in to use chart ARX-T Arc Resources Ltd

Largely a natural gas company, largely in British Columbia. He prefers natural gas to oil. The outlook for natural gas is on “shortages of being able to be delivered”. A well-run company with a good balance sheet and good properties, largely in BC. When he bought this, there was a Liberal government that was open to resources and LNG, and now there is a coalition government who are against resources, and that is affecting the BC producers.


Price:
$16.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 COMMENT Must be logged in to use chart BAC-N Bank of America

He likes the US banks better than Canadian banks. This bank and some of the others derive a lot of their revenue income from the securities industry. He would rather be in the banking business than the vagaries of the security industry.


Price:
$23.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 BUY Must be logged in to use chart BAD-T Badger Daylighting

This is in the business of building trucks that contractors use, both in energy and utility areas, for moving earth with high-pressure water. It is now more in the US than in Canada, and much more in utilities rather than energy. They’ve done all the right things, and are the biggest in the industry in North America. Their most recent quarter had a soft period in January, and a Short seller got a hold of this and publicized it, which knocked the stock down. This will be a “show me” stock until they report their next quarter in August. This is an opportunity.


Price:
$24.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

A great company. The world’s biggest pressure sensitive label company. Their customers are all the major cosmetic, drug, food type of companies that use that kind of packaging. They are also in shaped aluminum cans and cosmetic tubes. Not a bargain, but a good, long term hold.


Price:
$66.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

This stock is buffeted by the fact that it is totally dependent on someone else for their product. If it is a hot season for movies, they are going to do well. If it’s not, they don’t get the bums into the seats in order to sell popcorn, which is where they make their money. To their credit, they have been diversifying away into other forms of entertainment distribution and game rooms. They are doing the right things. It has been a decent place to be, and probably will continue to be.


Price:
$52.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Had owned this in clients’ income accounts because of the good dividend, but when oil prices came under pressure and they were making all kinds of acquisitions, he decided he did not want to be in this any more and sold his holdings. The stock has come down because of low oil prices, and is getting to a point where it might be a reasonable buy as a trade, but we are not there yet.


Price:
$11.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 PAST TOP PICK Must be logged in to use chart DTE-FSE Deutsche Telekom

(A Top Pick June 17/16. Up 21%.) He likes Europe, which he thought was undervalued for quite some time. He likes the telecom business there because it is consolidating, and this company in particular, because it is the largest shareholder of T Mobile in the US.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 COMMENT Must be logged in to use chart FLR-N Fluor Corp.

The largest engineering/construction company in the world. If he wanted to own an engineering company, he would be looking at the Canadian ones, because the valuations are very good. At some point, there will be massive spending on engineering in Canada, and he would rather go that route. Prefers Stantec (STN-T).


Price:
$45.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 COMMENT Must be logged in to use chart GOOS-T Canada Goose Holdings

He likes the products they are in and how the company has operated. However, as a value investor, it is not a stock he would buy, because the valuation is quite rich.


Price:
$27.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 TOP PICK Must be logged in to use chart GRC-N Gorman-Rupp

The largest global manufacturer of industrial pumps. The stock hasn’t gone anywhere for a while, because 30% of their business is outside of the US, and the strong US$ has hurt profitability. A large part of their business is to the energy business such as moving oil, which has hurt them some. Have increased dividends for 44 years in a row. This is an opportunity to buy a company at its historically low valuation. Dividend yield of 1.7%. (Analysts’ price target is $26.)


Price:
$27.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 COMMENT Must be logged in to use chart HCG-T Home Capital Group

With the settlement of the financing, it looks like they are going to survive. They won’t be going back to where they were. It doesn’t fit his risk profile for his clients. If you are a risk taker, it is probably not a bad risk here, but it is going to be exceedingly volatile, and you have to be prepared for that.


Price:
$14.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 COMMENT Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

One of their issues is their big exposure to office buildings in Calgary. Believes the distribution is probably safe, but he is not running out to buy the stock.


Price:
$22.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-16 COMMENT Must be logged in to use chart L-T Loblaw Companies Ltd

The Amazon (AMZN-Q) acquisition of Whole Foods (WFM-Q) brings into question the whole food retailing business in North America. More so immediately in the US, but also in Canada. His desire to be in this business has gone down to zero.


Price:
$72.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 4,306 entries
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