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
2017-02-13 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Trudeau and Trump should be talking about the economic issues that both countries share, rather than how to deal with refugees and so on.  NAFTA is important to both Canada and the US.  Energy and financials have upside potential.  You need to see some action being taken for the stocks to move higher.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
_N/A
2017-02-13 TOP PICK Must be logged in to use chart ACQ-T AutoCanada Inc.

It fell a lot because of Western Canadian exposure.  Management was going to do 3-5 acquisitions per year and then did 14 in one year.  As things fell apart they did not integrate their acquisitions well.  Now they have done this and they have integrated their back office as well, making it easier to integrate acquisitions in the future.  Albertans are big spenders on cars.  (Analysts’ target: $25.71).


Price:
$25.370
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

A very interesting company.  Trades at a ridiculous multiple so there are a lot of expectations in the stock.  They are growing their AWS cloud business exponentially and their retail business is the core retail business in the world.  It is hard for so many other retailers to complete with them.  They need to create the revenue.  You have to expect a lot of volatility if you own this thing.


Price:
$836.530
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
No
2017-02-13 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(Top Pick Feb 11/16, Up 113.46%) They had a big run after Trump came in.  The financials are not expensive at these levels.  It is still below book value.  They are massively overcapitalized so there should be buybacks.  You need to see actualization of some of the policies coming in.


Price:
$23.400
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

He sold recently because he preferred another opportunity, but there is nothing wrong with it.  When you buy them they own an interest in all the others.  It will trade at a discount to the NAV.  When they sell assets to the other division it is not clear how the pricing is determined.   He prefers this to the individual parts.


Price:
$48.160
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
No
2017-02-13 PAST TOP PICK Must be logged in to use chart BMW-GR Bayerische Motoren Werke AG

(Top Pick Feb 11/16, Up 34.93%) A great brand.  It is a very unique company that is 40% owned by one family in Germany.  China continues to do well for them.  During QE in the US, the car industry collapsed, and then there was a huge buying spree.  In Europe this had not happened yet when he bought it. 


Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 TOP PICK Must be logged in to use chart BX-N Blackstone Group LP

They have a private equity business, hedge funds and real estate.  He thinks this is a very good environment for a private equity firm.  They bought a lot of cheap assets in 07/08.  They have a lot of capital to buy things with.  Debt is not that expensive.  (Analysts’ target: $35.13) .


Price:
$30.450
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

It is similar to SU-T, being a big cap, and it is important to own big caps in this industry.  They will do well whether oil goes up or drifts lower from here.


Price:
$39.200
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 BUY Must be logged in to use chart CNR-T Canadian National R.R.

18 times earnings.  You have a growing US economy and the Canadian economy is turning around.  There are large barriers to entry.  There are fewer competitors and those competitors are more rational.  He thinks you will see some increases in pricing.  It is a great place to be right now.  It trades at a discount to US peers. 


Price:
$93.460
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2017-02-13 BUY Must be logged in to use chart DH-T DH Corporation

He bought more when it fell after earnings came out last quarter.  Hopefully this quarter they get some of the business from the RFPs they put out previously.  Over the next couple of quarters you will see some changes in the company.  The dividend is reasonable and he was glad they cut it.  There is opportunity for the stock to go up from here.


Price:
$23.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 PAST TOP PICK Must be logged in to use chart FSV-T Firstservice Corp

(Top Pick Feb 11/16, Up 45.62%) A lot of their assets are in the US.  They manage gated communities.  They also have brands like College Pro Painters.  A great Canadian company.


Price:
$71.870
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

7 times earnings.  It fell on a recent earnings disappointment.  The HIV drug is continuing to do well and the HEP-C drug is declining because they are curing everyone.  He wants to see them do an acquisition that will grow their drug business.  Some of the drugs in their pipeline look promising and he needs to see them coming to fruition.  They are buying back their shares and will hopefully increase their dividend.  (Analysts’ target: $82.00).


Price:
$67.650
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 BUY Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

It is in a unique situation because a lot of advertising is going online.  They have an advantage to Facebook in this area.  They are more about software than making products.  He prefers this to FB-Q.


Price:
$838.960
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
No
2017-02-13 WEAK BUY Must be logged in to use chart LB-T Laurentian Bank

A big franchise in Quebec.  They are cutting their branches by a third.  He has TD-T and RY-T, but LB-T was undervalued along with CWB-T.  He prefers TD and RY because of better access to the US.  (Analysts’ target: $61).


Price:
$60.600
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
No
2017-02-13 BUY Must be logged in to use chart SU-T Suncor Energy Inc

3.1% yield.  You should own the larger cap names given the uncertainty with what Trump will do.  Their cash costs of oil extraction have been coming down over the last little while.  They did a good job of making acquisitions at the right time.  They will drive their costs down even further.  They can increase their dividend.


Price:
$41.720
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
Showing 1 to 15 of 2,329 entries
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