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
2016-09-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. It has been very expensive, especially in the US. He has been looking forward to the market selling off so that he can take advantage of it. Short term moves don’t bother him as he takes advantage of them. As a long-term investor, if there is weakness in the near term, it doesn’t bother him and he likes it. Thinks the Fed is way behind the curve and are at least a quarter of a point behind from where they should be right now. Doesn’t believe if interest rates are raised a quarter or half percent, the whole US economy comes to a grinding halt.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-09-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Maximum percentage of one equity in a portfolio? He believes in selling losers to minimize losses and let the winners run. For some reason a lot of investors tend to do the opposite. If the stock gets up to about 10% of a portfolio, he’ll cut it back to a 5%, as long as he considers the fundamentals still good.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-09-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

How is South Korea’s Hanjin shipping going to affect Canadian Pacific (CP-T) and Canadian National (CNR-T)? Hanjin just declared bankruptcy and it has ships in the water that are languishing. Some of its cargo will eventually work its way in, and some of it could go bad. This will affect these 2 companies to a small degree. Eventually those products will come in and will move.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-09-09 COMMENT Must be logged in to use chart AAPL-Q Apple

Considers this as “yesterday’s stock”. The day Steve Jobs died, their creativity died as well. The company really hasn’t come up with anything new or exciting. It is more evolutionary than revolutionary. It has tons of cash and will probably raise its dividend.


Price:
$103.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-09 PAST TOP PICK Must be logged in to use chart AFG-N American Financial Group Inc.

(A Top Pick Aug 19/15. Up 4.25%.) A specialty, property company. Probably the least known and best run property casualty company in the US. They have niche markets such as trucking fleets, Californian Worker’s Compensation and liability insurance for lawyers. A rising rate environment will be good for this company.


Price:
$74.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-09 TOP PICK Must be logged in to use chart BAD-T Badger Daylighting

They use high-pressure water to move earth. Some of their customers are energy companies and some of their business is with municipalities in utilities. Utilities don’t want cables to be damaged, so water is used. They are now the biggest in their industry in North America. They are rapidly growing their business in the US. Dividend yield of 1.44%.


Price:
$27.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-09 TOP PICK Must be logged in to use chart BKU-N BankUnited, Inc

Within the US banks, he prefers the regionals. This one is a commercial bank, not a retail bank. It loans money to companies and real estate developers, etc. in Florida and the New York metropolitan market. Exceedingly well capitalized. Very well-run. He likes that it is very picky on its loans. They have cut back on some of their commercial lending because it has gotten too competitive and the margins have been squeezed. This will definitely be a beneficiary of higher interest rates. Dividend yield of 2.66%.


Price:
$31.590
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-09 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

The only Canadian bank he owns. He owns this because it has the least exposure to Canada of the Canadian banks. It is big in South America and Asia, which he likes. Prefers US banks. (See Top Picks.)


Price:
$69.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-09 BUY Must be logged in to use chart BPF.UN-T Boston Pizza Royalties

(Market Call Minute.) He likes the restaurant business. (See Top Picks.)


Price:
$21.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-09 TOP PICK Must be logged in to use chart CAO-T Cara Operations Ltd.

He likes the restaurant space. This is kind of unique in that it, along with MTY Food Group (MTY-T), is an acquirer of other brands. MTY is in the food court space mostly while this one is mostly in quick serve and self-serve dining. Very good management. He expects the dividend to start increasing. Good valuation and good growth opportunities. Dividend yield of 1.35%.


Price:
$30.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-09 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

Likes their diversification, because it gives them a different source of revenue and helps to make them their own boss, rather than being at the mercy of Hollywood. Based on poor film sales, the stock has done reasonably well. Feels that the valuation is probably rich when you look at their revenues and earnings.


Price:
$49.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-09 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

For many years this company was a serial buyer of other oil companies, and a serial issuer of stock. That was great for brokers and investment bankers, but the stock wasn’t going anywhere because of all that dilution. They said that they would not do that again for quite some time, and yesterday they decided to do it again, which the market clearly did not like.


Price:
$18.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-09 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

Has never been a fan of these types of stocks. He feels that they are un-investable stocks for value quality investment managers such as himself.


Price:
$9.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-09 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

(Market Call Minute.) A Canadian growth stock. It is not a value play, so it is not for him, but for most investors it is fine.


Price:
$99.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-09 COMMENT Must be logged in to use chart ELY-N Callaway Golf

He bought this as a turnaround and it has worked out well for him. It is now into a growth phase. One of the few companies on the NYSE that actually has earnings growing, one of the reasons the stock is doing well. Nike (NKE-N) getting out of the business gave the stock a nice pop, and he took advantage of that. He would still buy the stock for new clients.


Price:
$11.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 4,163 entries
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