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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
2014-11-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He still sees value overseas.  The correction is not over in Canada.  In the US the correction was quick.  Thinks in Canada and the US we still have to see a test of the lows.  He is sniffing around on the energy side where he lightened up by selling a lower quality holding and is looking at a higher quality one.  He likes Europe and South East Asia.  He likes Chinese companies listed in Hong Kong or as ADRs in New York.  He likes international companies that are headquartered in Europe, but most of the business is done elsewhere.  He is watching those again now.  It is a time to be in quality.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-11-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Market.  You should be diversified, but don’t direct money to the resource stocks.  Only buy companies that do a lot of business outside of Canada.  CCL.B-T, for example, or an engineering company, or a life insurance company.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-11-03 HOLD Must be logged in to use chart AAPL-Q Apple

Nothing wrong with it.  He was skeptical they would be able to come out with new products.  He has an iPhone 6.  It has never been the value.  You are okay keeping it here.  Switch out if you see a fundamental reason.


Price:
$109.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-03 TOP PICK Must be logged in to use chart AFG-N American Financial Group Inc.

A conservative name in an expensive market.  Not in everyday insurance.  Workers compensation, liability for lawyers, transportation equipment.  Highly profitable.  1.7% yield raised consistently.


Price:
$59.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-03 SELL Must be logged in to use chart AGF.B-T AGF Management (B)

Not as large a money manager as they used to be, nor as successful.  He can’t come up with a reason to own the stock.  Can only be taken over if the company agrees because they hold the voting shares.


Price:
$10.300
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-03 WATCH Must be logged in to use chart BAD-T Badger Daylighting

Originally was an income stock.  He sold it twice on the way up.  He has not added to his small remaining position because the growth is okay, but the profitability is declining.  He may sell or if it reverses the profit trend, he may buy it back.


Price:
$27.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-03 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

The only Canadian bank he owns.  It has the smallest domestic footprint.  They are big in emerging markets and are strong going forward.  3.87% dividend.


Price:
$68.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-03 PAST TOP PICK Must be logged in to use chart CARL-OMX CARLSBERG -B-

(Top Pick Nov 25/13, Down 9.69%) Likes the emerging markets business.  Their stock is reacting to the situation in Russia.  They could be part of a consolidation in the sector that is underway.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-03 SELL Must be logged in to use chart COS-T Canadian Oil Sands

Sold it because he wanted to lighten energy exposure and it was his preferred candidate to do this.  It is a pure oil sands producer.  They cannot increase their reserves.  The dividend is pretty safe at 8%.


Price:
$17.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-11-03 SELL Must be logged in to use chart COV-N Covidien Ltd.

Company being taken over (by MDT-N) for a tax inversion and he sold it because the legislative agenda might change and tax inversion may not continue to be allowed.  He would go back after the deal closes.


Price:
$92.420
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-03 BUY on WEAKNESS Must be logged in to use chart CPG-T Crescent Point Energy Corp

Owns it for income.  It has good quality assets. Dividend is well covered by cash flow even at current oil prices.  There is no rush to buy a new position until oil prices go up again.


Price:
$36.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-03 PAST TOP PICK Must be logged in to use chart ESN-T Essential Energy Services Ltd.

(Top Pick Nov 25/13, Up Down 28.62%)  Didn’t see this one coming.  There is lots of drilling going on and their profitability is not going down.


Price:
$2.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-03 HOLD Must be logged in to use chart FCX-N Freeport McMoran Copper & Gold

Copper mining.  There is no rush to buy anything here.  If you have a wide variety of stocks there is no reason to sell.


Price:
$27.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-03 BUY Must be logged in to use chart GLW-N Corning Inc

Sees lots of upside.  Gorilla glass.  iPhone 6 stayed with it.  There is a replacement cycle in LCD TVs.


Price:
$20.550
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-03 BUY Must be logged in to use chart GS-T Gluskin Sheff and Associates

Likes the money management business.  They continue to build up the business.  There was a big overhang because it was known that the owners wanted to sell the company, but it didn’t happen. 


Price:
$29.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 3,757 entries
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