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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
2014-09-29 TOP PICK Must be logged in to use chart 0168-HK Tsingtao Brewery Co.

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 TOP PICK Must be logged in to use chart 1044-HK Hengan International (HEGIY.PK)

Napkin/tissue business.  As people move to Chinese cities, they start using these products.  This one is out of favour, but there is growth.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He is looking for a good correction.  He would be happy with a 10% correction.  Valuations were getting out of whack.  He could not find anything in North America he wanted to buy.  There had been internal corrections going on in small and mid caps.  In the US an equal weighted index had been declining before the S&P.  Now the whole market is correcting.  A correction can take 6 to 10 weeks so it could keep going.  This correction is based on valuation, rather than on anything bad.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2014-09-29 DON'T BUY Must be logged in to use chart AAPL-Q Apple

Steve Jobs was the heart and soul so when he died it did not remain the same company.


Price:
$100.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-29 DON'T BUY Must be logged in to use chart BAC-N Bank of America

He is much more positive on US banks than Canadian.  It is a fine bank, but has a securities division and he is not big on those.  The SEC is looking into a possible misstatement of the amount of capital that they have.


Price:
$17.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-29 TOP PICK Must be logged in to use chart BCE-T BCE Inc.

A defensive stock in a declining market and should hold up well here.  5%+ yield that grows on a regular basis.  BA-T being taken on will sustain their cash flow.  It is a good time to own this one.


Price:
$48.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(Top Pick Sep 3/13, Up 22.49%) The only Canadian bank he owns.  Would rather own other things outside of Canada.  BNS-T has the most outside of Canada and that is why he owns it.


Price:
$69.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 SELL Must be logged in to use chart BTO-T B2Gold Corp.

See comments today on YRI-T which are magnified for this one.  He would run from this one, not walk.


Price:
$2.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-29 SELL Must be logged in to use chart CAE-T CAE Inc

(Market Call Minute) It’s promising, but never comes through.


Price:
$13.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-29 DON'T BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

(Market Call Minute) It is the most domestic of the banks and he is down on domestic banking.


Price:
$100.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-29 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

Holds it for income clients.  The dividend is healthy and safe.  The price of oil is vulnerable so it is just a hold here.  He is not a fan of the fact that they are a serial acquirer and issuer of stock.  They took a break in that and so now feels better about it.


Price:
$40.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 BUY Must be logged in to use chart CSW.A-T Corby Spirit and Wine (A)

Always favourable toward the ‘sin’ stocks.  A good company, a defensive stock.  It grows and the dividend is safe.


Price:
$20.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-29 DON'T BUY Must be logged in to use chart DF-N Dean Foods

(Market Call Minute) They spun out the growth part.


Price:
$13.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-29 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

They are buying an American oil company that is big in liquids.  They had previously been talked out of LNG and now they are back into it.  This is a sign of a poorly managed company.  Prefers SU-T.


Price:
$24.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-29 DON'T BUY Must be logged in to use chart EMP.A-T Empire Company (A)

Not a big fan of food retailers because there is just too much competition in food retailing.  Wal-Mart is continuing to expand and then there is Target.  L-T with the acquisition of Shoppers is the only one he would consider.


Price:
$76.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
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