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
2016-07-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Valuations in the US are rather high and that is caused by ‘free money’ and bonds that pay no money.  He finds potential in the perpetual preferred market.  You get premium yields and if rates don’t go up any time soon you don’t get hurt by them. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2016-07-25 DON'T BUY Must be logged in to use chart AAPL-Q Apple

Everyone is in love with it because of what it did in the past.  There have been only moderate innovations since Steve Jobs passed away.  He does not see where future growth is going to come from.


Price:
$97.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-25 DON'T BUY Must be logged in to use chart AC-T Air Canada (B)

He does not invest in airlines because airline stocks are trades.  They are getting hurt by what is happening in Europe.  People won’t travel there. 


Price:
$9.450
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-25 HOLD Must be logged in to use chart AFG-N American Financial Group Inc.

(Market Call Minute) Higher bond yields would really help here.


Price:
$73.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-25 WATCH Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

It probably got ahead of itself and now growth has almost caught up to itself. 


Price:
$60.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-25 BUY Must be logged in to use chart AW.UN-T A&W Revenue Royalties Income Fund

Continues to do well.  It is a royalty so you are dependent on sales growth, rather than earnings.  He owns a similar company (CAO-T).


Price:
$34.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-07-25 HOLD Must be logged in to use chart BA-N Boeing

Continue to hold it, but you may not make any money in the short term.  The problem is that with the fuel prices being so low, there is less incentive to upgrade airline fleets to get more efficient equipment.


Price:
$132.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-25 DON'T BUY Must be logged in to use chart BAC-N Bank of America

He is not a fan of the money center banks.  He prefers regional banks.  He would prefer TD-T [which the caller also asked about] although he does not own it either.


Price:
$14.370
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-07-25 TOP PICK Must be logged in to use chart BKU-N BankUnited, Inc

Regional, commercial bank.  It doesn’t loan much to consumers.  Florida and New York Metro area.  One of the best management teams in the banking industry.  Their capital structure is very conservative and they are well capitalized.  They guided down on future growth.  They are going to hold off on growth until times get better and he likes that.


Price:
$30.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-25 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

(Market Call Minute) He still loves the stock.


Price:
$228.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-25 DON'T BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

(And CPG-T).  In the short term, oil is headed down.  It should never got as low as it did and then never as high as it did.  He is not in any hurry to add an oil stock.  He would prefer CPG-T at some point in the future.


Price:
$39.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-07-25 BUY Must be logged in to use chart CNR-T Canadian National R.R.

(Market Call Minute) It is in the best position of the rail ways because of less commodity exposure and because it is North/South.


Price:
$83.990
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-25 TOP PICK Must be logged in to use chart DEO-N Diageo PLC

UK based and the largest liquor company in the world.  He recently came back to this one because it is a beneficiary of Brexit.  They have cut costs.  They will benefit from the lower pound, but it will not be reflected in the product prices, increasing margins. 


Price:
$113.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-25 BUY Must be logged in to use chart EMA-T Emera Inc

He is a long term holder.  It is a growth utility.  Extremely well run conservative company.  The valuation is higher than it has ever been before.  They do nice, big acquisitions, diversifying them away from the east coast markets they are in.


Price:
$49.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-25 WATCH Must be logged in to use chart EMP.A-T Empire Company (A)

(Market Call Minute) Messed up with Safeway acquisition. It is reflected in the price, which has been hit.  It is probably too early to be buying.


Price:
$20.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 4,132 entries
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