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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
2015-03-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Commodity stocks are not value stocks.  They can become oversold.  Commodity stocks move in cycles or super cycles.  We are 4 to 5 years into this cycle with commodities being out of favour.  They are not worth buying here yet.  He prefers to wait until they start going up again before showing interest.  He likes Europe and parts of Asia.  The good time to buy European stocks is when everyone hates being there.  The southern part of Europe is the trouble zone so he looks at Northern Europe.  He concentrates on European-headquartered multi-nationals.  The Canadian dollar going down has offset the Euro becoming weaker against the US dollar. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
_N/A
2015-03-20 HOLD Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Time to move US dollars back to Canada?   At some point you are going to want to do that move.  It is too early right now. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
_N/A
2015-03-20 HOLD Must be logged in to use chart AAPL-Q Apple

There has never been enough value for him to buy it, but if you own it, there’s no reason to sell it.  The watch is the first non-Steve Jobs product.


Price:
$125.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
No
2015-03-20 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

It is a consumer discretionary stock.  The heavy snow in the Maritimes prevented people from getting out and buying cars.  The stock also suffered from the oil price because of western Canada exposure.  It has some corporate governance issues in that the former CEO who is now the chairman also owns a number of dealerships outside of ACQ-T and some lands that used to be leased from him for dealerships.


Price:
$33.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Unknown
2015-03-20 DON'T BUY Must be logged in to use chart BAC-N Bank of America

He prefers US banks to Canadian banks.  He stayed away from money center bank because they have big operations in capital markets.  Regional banks give you a bigger leverage to consumers.


Price:
$15.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
No
2015-03-20 BUY Must be logged in to use chart BCE-T BCE Inc.

The media side will be affected by what’s happening with the CRTC but it is too early to gauge how much it will hurt them.  He believes it will be only slightly negative for BCE-T.


Price:
$52.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

He is thinking of adding to his position.  It is the only Canadian bank be owns.  They have more of their operations outside of Canada than any other Canadian bank. 


Price:
$63.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

(Top Pick Mar. 21/14, Up 48.83%) Canadian multinational.  Bought part of Avery last year and it turned out to be great.  95% of revenue is non-Canadian.  As customers around the world expand, they go with them.  Low multiple and the dividend grows a lot.


Price:
$136.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 SELL Must be logged in to use chart CJR.B-T Corus Entertainment (B)

In about a year or so there will be an option to pick and pay for the cable channels you want.  This throws in all kinds of uncertainty.  Because CJR.B-T derives most of their revenue from pay channels, there is lots of uncertainty as to whether they can keep their revenues up.


Price:
$18.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Unknown
2015-03-20 PAST TOP PICK Must be logged in to use chart COS-T Canadian Oil Sands

(Top Pick Mar. 21/14, Down 53.17%)  He actually made a little money when he sold it in August.


Price:
$9.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 HOLD Must be logged in to use chart CTC-T Canadian Tire Corporation Ltd

Has had a phenomenal run.  It was not affected by Target coming into Canada.  The vast majority of what they sell is imported from the US so the fall in the Canadian dollar will squeeze margins are cause price increases.  Be cautious on this one.


Price:
$234.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Unknown
2015-03-20 HOLD Must be logged in to use chart DHX.B-T DHX Media

They just have the one network – Family channel.  When Canada has Pick and Pay for cable channels, they will not be hit as hard because they have markets other than Canada. 


Price:
$8.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Unknown
2015-03-20 TOP PICK Must be logged in to use chart ELY-N Callaway Golf

It is a turnaround story.  The ones that do work usually take longer than people expect it to but the benefits are then usually bigger than people expect them to be.  Improved balance sheet, distribution, manufacturing, and product line and the company is gaining market share against the compeition.  Last year they were hurt by a bad winter and spring and half their revenue is outside the US so the strong US dollar has hurt them.


Price:
$8.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 HOLD Must be logged in to use chart ENB-T Enbridge

Income stock.  The dividend keeps going up and there is no reason to not keep owning this stock.  TRP-T is his preferred pipeline but he keeps ENB-T for clients who own it.


Price:
$60.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 HOLD Must be logged in to use chart IFP-T Interfor Corp

He sold part when it peaked a few months ago.  He still thinks the US housing market is in its infancy.  Forest products peak in the May/June timeframe, normally. The best balance sheet in the industry.  They benefited from the Canadian dollar coming down.


Price:
$17.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
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