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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
2014-06-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Recovering economies will drive earnings growth.  Thinks in North America, stocks are ahead of earnings because of weather.  Southern Europe is starting to recover.  Numbers from China this morning were not bad.  The market is climbing the wall of worry.  Markets do better when people worry.  This is a good thing.  He thinks the risk is that people are chasing yields lower and lower.  Government bonds, even going out, are only 2%.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-06-23 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks: He owns BNS because it has the smallest Canadian footprint.  He is now looking at a European bank.  TD might be another selection for its US exposure.  He also likes and owns regional US banks: BB&T and Bank United.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 DON'T BUY Must be logged in to use chart AC.B-T Air Canada (B)

Airlines are trades and he is a long term investor.  Economy and fuel prices impact them heavily.  The CAD$ going down was also painful.


Price:
$8.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-23 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A good growth company for the long term.  He doesn’t own it because it is not a value company.  They have growing international exposure.


Price:
$29.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-23 TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

Only two firms follow it.  A lot of people don’t like $100 stocks.  World’s largest labels manufacturer.  Bought Avery label business and it was hugely accretive.  Lots of upside for CCL.B-T.  The ‘B’ shares are out there, but the voting ones are primarily held by the family.


Price:
$103.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 PAST TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

(Top Pick Jun 18/13, Up 35.82%) Railways are good proxies for economic growth.  Even CP has come a long way; this is still the most efficient and best run railway in North America.


Price:
$67.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 BUY Must be logged in to use chart COV-N Covidien Ltd.

He is going to tender it to the Medtronic (MDT-N) offer.  He likes the combined company and it will be a core holding for him.  Likes the healthcare business and where they are in it.  The combined company will have more clout in dealing with vendors and customers.


Price:
$90.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

In the last couple of years CPG-T really cut back on what they were buying.  He is keeping it and continuing to buy it for income accounts.   Dividend is safe because of the cash flow.  It had been an underperformer so he thinks it has a way to go still.


Price:
$47.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 HOLD Must be logged in to use chart ENB-T Enbridge

Has been a beneficiary of people looking for yield.  The market is not pricing in the North Gateway pipeline going through and if it does it will be a bonus.  Lots of other projects will bring them earnings growth, but he thinks the best is over for them.  Payout ratio is good so the dividend is safe.


Price:
$50.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 BUY Must be logged in to use chart ESN-T Essential Energy Services Ltd.

Buying for new clients.  First quarter weather hurt their earnings.  He thinks this is a second half story.  The dividend is safe because it is well covered.


Price:
$2.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 PAST TOP PICK Must be logged in to use chart FSF-NZ Fonterra Cooperatives Group Ltd

(Top Pick Jun 18/13, Down 15.92%) The problem was that they never got their head around what it meant to be public.  Farmers got a price increase, but they cut the dividend.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-23 BUY Must be logged in to use chart HAL-N Halliburton Co

Second biggest energy services businesses in the world.  Involved in fracking.  They are global.  A cold winter did not impact them like Canadian-only companies.


Price:
$70.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-23 BUY Must be logged in to use chart HSBC-N HSBC Holdings P L C

British and Hong Kong bank and he is looking at buying it.  Likes exposure to developing markets.  High on his radar right now.  He thinks it should be valued higher.


Price:
$51.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-23 TOP PICK Must be logged in to use chart KNEBV-OMX Kone Oyj

Elevators: new construction and replacements.  Service contracts are hugely profitable.  Well capitalized and raise the dividend regularly.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-23 BUY Must be logged in to use chart MRE-T Martinrea

Stock moved down and then up based on what is happening internally.  Well run company in a good business sector.  Internal issues keep the stock price down at present.


Price:
$12.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 3,640 entries
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