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Norman Levine , Managing Director

Portfolio Management Corp

Contact Info

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

Date Signal Symbol Company Opinion Price
2013-05-17 COMMENT A Commentary A Comment -- General Comments From an Expert

Rally in the US, Europe, Japan, practically everywhere but Canada, which shows you have to diversify outside of Canada. For 10 years, Canada was the place to invest, but that's not the case anymore, you have to look outside. Almost all the new money they are investing is outside Canada.

Sees the US economy stronger then expected. Europe is in recession but expects that to end by the end of the year.

We are long overdue for a correction, which he would like because it takes the froth out.

Canadian market is 75% to 80% resources, materials and financials. Resources are depressed now. Financials which were really strong, are no longer bargains. US banks are where the growth will occur.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-17 PAST TOP PICK BAD-T Badger Daylighting

Recommended at $24.60 now 44.50 up 86.66% A Canadian company that is growing quickly in the US. Make the HydroVac trucks, which use high pressure water to move the earth.  The managment knows how to run the company.

 Price:
$44.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 DON'T BUY BCE-T BCE Inc.

Not a bargin here,  it's still got a great yield and the dividend will keep growing. But the earnings growth will start to slow.  It's right near a new high.

 Price:
$47.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK BHP-N BHP Billiton Ltd.

Only based metal stock they own, and this is a long term investment. Has the best balance sheet in the industry. Has a good yield. Main products are iron ore and copper. as well as shale assests.  Have recently announced a cut in their capital expenditures, are building up cash waiting on other mining companies to be bought cheap.

 Price:
$67.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK BNS-T Bank of Nova Scotia

He is moving his money outside of Canada and Scotia Bank has a large footprint in Latin America. Likes the prospects of outside of Canada currently.

 Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 DON'T BUY CGX-T Cineplex Inc

Has done a good job growing the concession side of the business. This year has been a poor year for movies. Thinks it is expensive now.

 Price:
$34.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-17 PAST TOP PICK COV-N Covidien Ltd.

Recommended at $52.35 now $65.86, up 27.95%  An American company based in Ireland for tax reasons. Creates health care products, used in surgery or doctors offices. They sensitive to the economy because when people aren't working they tend to put off surgeries. They are splitting off their generic drug division, which he views as a very positive move.

 Price:
$65.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-17 BUY CSX-N CSX Corp

Is the old Chessy system railroad in the US. He is positive on railroads. If you thnk the US economy is picking up, then a railroad will also pick up. One difference between CSX and a Canadian railroad is they are tied in to coal shipments and that's been a little depressed. It's yield is 2.3% and has grown it's dividend 24% over the last 5 years.

 Price:
$25.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-17 BUY EMA-T Emera Inc

He is only warm to the utility companies in Canada.  Not exciting but will continue to grow.

 Price:
$36.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 BUY EMA-T Emera Inc

Favours this over Fortus for growth in Labrador and Newfoundland, will be better dividend growth and value growth.

 Price:
$36.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 BUY EMP.A-T Empire Company (A)

Owns Sobey's and real estate, and movie theatres. A consumer non-durable stock, not economically sensitive, it has a good cashflow, a decent yield. It's the type of stock that investors want to own.  Never going to be exciting, but you won't be hurt too much either.

 Price:
$70.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-17 TOP PICK ESN-T Essential Energy Services Ltd.

An oil service company, expanded outside of Alberta.  Managment is quite good. Have seventh biggest fleet in the industry. Payout is only 15%. Tried drilling in the Columnian market but cut their losses very quickly there.

 Price:
$2.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 DON'T BUY FLR-N Fluor Corp.

World wide engineering company, probably the biggest in the world. He would take money out of Fluor and put it into SNC-Lavalin Group. He feels that all the negative press SNC has been having is actually old news, and it's pushing the stock down past where it should be.  Has a lot of confidence in the new management.

 Price:
$64.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-17 DON'T BUY FP-T FP Newspapers Inc

The holding company for the Winnipeg Free Press. None of the newspaper companies are a good place to be, due to the problems of shifting from paper to digital. 

 Price:
$4.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-17 DON'T BUY FTS-T Fortis Inc.

Favours Emera over Fortus for dividend growth.

 Price:
$33.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 3,380 entries
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