Viewing Expert Paul Harris, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Paul Harris, CFA , Portfolio Manager and Partner

Avenue Investment Management


Date Signal Chart Symbol Company Opinion Price
2016-08-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The Bank of England just cut interest rates, which was no surprise. Given the situation in the UK where there is a lot of uncertainty over the next 2 years, he expects to see slowing growth over the rest of this year, and probably into next year. There are going to be low rates there for a lot longer than people think. Brexit is a complicated issue, and the issue of very low rates has very big implications globally, and people are not thinking about that. That also has real implications for life insurers.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
_N/A
2016-08-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Switch from a bond fund to an equity fund? A bond portfolio acts as a stability to a volatile equity portfolio, because bonds are not as volatile. This is the decision you have to think about when you want to switch. When the equity market is down a lot, bond portfolios always do well. Having equities with a bit of bonds, really makes a difference, which is what you have to think about.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
_N/A
2016-08-04 BUY Must be logged in to use chart AAPL-Q Apple

Not an expensive stock, trading at 11X earnings. They have so much cash that they don’t know what to do with it. Has a big buyback going on, and they can certainly increase the dividend a lot more. The risk is that a lot of their revenue comes from one product. You are not going to see the massive growth that you have seen in previous years. Dividend yield of 2.15%, which could easily be put up to 3%.


Price:
$105.870
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-08-04 BUY on WEAKNESS Must be logged in to use chart AMZN-Q Amazon.com

(Market Call Minute.) This is going to own retail, and you have to own this on a pullback.


Price:
$760.770
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2016-08-04 COMMENT Must be logged in to use chart BCS-N Barclays Bank PLC

Heavily investment banking related and mostly on the fixed income side, which is a tough environment for fixed income. If he were going to buy a bank in the UK, he would be looking to buy Lloyds (LYG-N), a much more retail oriented bank. Retail in the UK will do fine.


Price:
$7.960
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2016-08-04 TOP PICK Must be logged in to use chart BMW-GR Bayerische Motoren Werke AG

A great story. He thinks there is going to be an increase in car sales in Europe like there was in the US. This company has sold the most number of cars, although the US was down a little, but in China and Europe they are throwing up tons of free cash. A great global brand. Trading at 7X earnings. 4.22% dividend yield.


Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-08-04 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

This bank has viewed itself as more international, especially in the emerging markets. However, they are not always the leader in that area. Because of those countries, this bank has the opportunity to be a higher growth company, but the issue they face is that it is much more volatile. Not expensive, and you get the benefit if emerging markets turn around.


Price:
$65.510
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2016-08-04 BUY on WEAKNESS Must be logged in to use chart CCO-T Cameco Corporation

(Market Call Minute.) This is one that he would buy below $10.


Price:
$12.280
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2016-08-04 BUY Must be logged in to use chart DH-T DH Corporation

(Market Call Minute.) He likes this.


Price:
$30.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-08-04 HOLD Must be logged in to use chart DIS-N Walt Disney

(Market Call Minute.) They have a much more difficult issue they are facing.


Price:
$95.160
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2016-08-04 PAST TOP PICK Must be logged in to use chart EFN-T Element Financial

(A Top Pick Aug 20/15. Down 26.51%.) Being split into 2 different businesses. He likes the fleet business part which is a good business over the long-term. Still a Buy at these prices.


Price:
$13.810
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-08-04 BUY Must be logged in to use chart FB-Q Facebook

(Market Call Minute.) Class C shares?


Price:
$124.360
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2016-08-04 PAST TOP PICK Must be logged in to use chart FSV-T Firstservice Corp

(A Top Pick Aug 20/15. Up 59.43%.) This will continue to be a great story. They manage condos in gated communities. Also, have auxiliary services, such as own pool cleaning services, College Pro painters, air conditioning, etc. A really interesting story because most of the business is mom-and-pop, and is heavily into the US relative to Canada. He would be a Buyer on any pullback.


Price:
$66.610
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-08-04 COMMENT Must be logged in to use chart GWO-T Great West Lifeco

Not an expensive stock from a valuation perspective. It survived the 2008 downturn, and has done a better job than some other insurers. However, this is going to have a difficult time going much higher. 4.1% dividend yield.


Price:
$31.770
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2016-08-04 TOP PICK Must be logged in to use chart JNJ-N Johnson & Johnson

Great company. 3 different divisions. Pharmaceutical is 45% of revenue, medical devices about 25%, and consumer products of about 19%. This is the 54th year that they have increased their dividend. Dividend yield of 2.58%.


Price:
$123.860
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
Showing 1 to 15 of 2,211 entries
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