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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
2014-12-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Financials have been a good place to be, but he prefers the lifecos to the banks because the banks have been driven by the capital markets and by home loans.  Outside of Canada is probably a better place to be than  Canada.  Regional US banks are a good place to be.  He wants to own things that are good quality.  Asia is out of favour here and so is a good place to be.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
_N/A
2014-12-04 BUY Must be logged in to use chart AA-N Alcoa

Aluminum is one of the better commodities.  AA-N is a good company to own.


Price:
$17.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
No
2014-12-04 PAST TOP PICK Must be logged in to use chart AFG-N American Financial Group Inc.

(Top Pick Dec 30/13, Up 9.25%) Workers Comp, Transpiration. Not home insurance, just highly profitable markets such as litigation insurance.  Make their money on underwriting plus the investment income. 1.6% dividend.


Price:
$9.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-04 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Stock s. Stock.  ATD.B-T vs. PKI-T.  Similar but different businesses.  He owns PKI-T.  ATD.B-T is more in the convenience store business.  They use fuel to bring people into the convenience store.  PKI-T is just concerned with pumping fuel.


Price:
$39.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
No
2014-12-04 WATCH Must be logged in to use chart BAD-T Badger Daylighting

Thought their last quarter suggested their expenses were getting out of hand.  A huge business from the oil patch.  He is watching it.


Price:
$28.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-12-04 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

No interest to him at all. It never seems to get all of its operations working well at the same time.  Balance sheet scares him.


Price:
$4.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
No
2014-12-04 TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

Likes the geography they are in.  Likes the quality of the management and of the balance sheet.  2.54% dividend.


Price:
$37.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-04 BUY Must be logged in to use chart BCE-T BCE Inc.

A core holding and a kind of stock he would like to own in Canada.  It is safe and boring and has growth prospects. 


Price:
$52.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-12-04 BUY Must be logged in to use chart BTI-A British American Tobacco

British American Tobacco.  Only held by his wife (non-smoker).  Favorite tobacco company.  Likes the global exposure and the growth possibilities.  Would not be surprised to see them someday increase their exposure in the US.


Price:
$117.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-04 BUY Must be logged in to use chart CL-N Colgate Palmolive

It is a company that makes things you need to buy.  Compared to UL-N they have been held back.  People have been wanting to stick to domestic markets.  Prefers this one. 


Price:
$69.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-12-04 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

No worry about maintaining the dividend.  The outlook for Canadian railroads in general is that under a price war, Saudis will win back more of the market and it will impact oil by rail.  He thinks it is grossly overdone and that markets will move back.  CP consumes fuel oil to move the crude and lower prices should benefit them. 


Price:
$220.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-12-04 BUY on WEAKNESS Must be logged in to use chart CPG-T Crescent Point Energy Corp

Great stock, but terrible recently.  One of the better capitalized and better run companies.  There will be lot of time to pick these up later.


Price:
$27.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-04 DON'T BUY Must be logged in to use chart CWB-T Canadian Western Bank

Prefers BNS-T because it has the least exposure to the Canadian banking sector.  Main exposure is in Latin America and Asia. 


Price:
$33.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-12-04 BUY Must be logged in to use chart ENB-T Enbridge

ENB-T vs. ENF-T.  Owns some of ENB in some client accounts. It will be a dividend and income story.  Look at TRP-T also.


Price:
$60.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-04 BUY Must be logged in to use chart ESN-T Essential Energy Services Ltd.

Likes all oil service stocks.  It has been hammered mercilessly.  They have cut their dividend in the past and then brought it back.  It is too early to know how the oil companies will react to a lower oil price.


Price:
$1.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
Showing 1 to 15 of 3,785 entries
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