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
2016-11-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Expectations were very low on Donald Trump, and when people came to realize that there were a lot of different things he could do, that really helped the stock market. Some of the issues he talked about was bringing taxes down, allowing US companies to bring home money sitting overseas, individual taxes, corporate taxes, reducing bank regulations, and changing Obama care is much as he could. What happens in the US really resonates around the rest of the world. There is a lot of push to increase fiscal stimulus.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2016-11-29 COMMENT Must be logged in to use chart AAPL-Q Apple

A cheap stock. It is a great company, because it has lots of cash, a great installed base, and continues to come out with new forms. Their Cloud and services business will continue to grow. You are not paying a lot for this.  Expects they will continue to increase the dividend. A little bit of an issue is with Trump wanting manufacturing to be done in the US, so phones will cost a lot more. Trading at 12X forward earnings with a dividend of 2%.


Price:
$111.460
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Must be logged in to use chart ACQ-T AutoCanada Inc.

A stock that ran up from literally nothing to almost $90. They bought a lot of auto dealerships. Dealerships make lots of money, because they sell a lot of other products as well. The company did 14 acquisitions in one year, but never integrated them properly, so the stock collapsed. New management has come in and are integrating them properly, and only doing 2-3 acquisitions a year. Trading at 12X earnings. Dividend yield of 1.97%. (Analysts’ price target is $24.25.)


Price:
$20.300
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 BUY Must be logged in to use chart AMGN-Q Amgen Inc.

Great company. A cheap stock, trading at 11X earnings. Good dividend yield of about 2.75 %. Thinks they are going to do very well going into 2017. Have some great products coming out. They have a pristine balance sheet.


Price:
$146.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

Trading at almost 80-90 times earnings. You have to take a lot of volatility with the stock, because the earnings multiple is so high. From a broader perspective, they have $138 billion of sales, so they dominate the online business. AWS, their cloud business is 1st or 2nd relative to Microsoft (MSFT-Q). They have some really great businesses. You need to own this, because they will become a very big competitor to a lot of retail companies, and will dominate retail over the next 10-15 years.


Price:
$762.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-11-29 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(A Top Pick Nov 9/15. Up 16.44%.) If rates just stay where they are, this bank makes $1.3 billion in revenue. Not an expensive stock, trading at less than BV. Also, it is not trading on a huge PE basis. They have a great retail franchise, a great investment banking business and a great asset management business. They’ve really spent time to get their cost structure down.


Price:
$20.290
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 HOLD Must be logged in to use chart BCE-T BCE Inc.

A great story. Trading at 16X earnings and has a great dividend yield. They’ve spent a lot of money on the capital expenditures side moving fibre to the home. Thinks there is good upside. Data is doubling every 12 to 18 months, and he sees that as a great opportunity. Owning media and telecom seemed to work well together.


Price:
$58.510
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 BUY Must be logged in to use chart CSCO-Q Cisco

Not when you think of tech stocks anymore. Trading at 12X earnings. Great dividend yield of 3.4%. The router business has been a much more difficult time for them, and he thinks they are going to grow slowly. They have some good growth coming over the next couple of years. Made a few small acquisitions which is really going to help them out in the future.


Price:
$29.830
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-11-29 COMMENT Must be logged in to use chart ENB-T Enbridge

This is a great company. Trading at 23X earnings. Their acquisition of Spectra Energy was very smart. Thinks they were uncomfortable with the situation in Canada and preferred to be operating in the US. Today, Northern Gateway was rejected by the government, but they did approve Line 3 with conditions. Expects that they feel their growth will come from someplace else, not Canada. He continues to like this stock.


Price:
$56.690
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 PAST TOP PICK Must be logged in to use chart FSV-T Firstservice Corp

(A Top Pick Nov 9/15. Up 25.2%.) There are 2 parts to this business. They manage gated communities and apartment buildings in the US. The other business is a brand business where they own things like California Closets, College Pro painters, etc. A nice simple story. Most of its revenues come from the US.


Price:
$55.100
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

A very unique company. Trading at 6X earnings with a 2.5% dividend yield. They have 2 very important drugs. One is an HIV drug, which is very, very good and is growing nicely. What has caused the stock to be down about 20% on the year, is their Hep C drug. The drug is so good that it is actually curing a lot of people. Although there is still growth on the Hep C side, the market is implying that they are not going to make money. That is wrong as they will continue to make money, but at a much slower rate. He feels the market is giving them zero credit for their pipeline of drugs. Also, feels the market is not giving them credit for the HIV drug which continues to do very, very well. They have lots of cash, so can actually make an acquisition. Dividend yield of 2.51%. (Analysts’ price target is $95.16.)


Price:
$74.870
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 PAST TOP PICK Must be logged in to use chart JNJ-N Johnson & Johnson

(A Top Pick Nov 9/15. Up 15.52%.) He sold this in order to buy another stock. This is a great company, but has run up a lot in the last little while. Thinks it will move sideways for the next while. Dividend yield of 2.8%.


Price:
$112.480
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-11-29 COMMENT Must be logged in to use chart KHC-Q Kraft Heinz Company (merged)

He likes this and will continue to hold it. Kraft was very much a US business while Heinz was more global with a global distribution. They are trying to move Kraft products through this global distribution, which he thinks will slowly increase revenue. They’ll also take down a lot of costs as they are very efficient managers.


Price:
$84.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 BUY on WEAKNESS Must be logged in to use chart MFC-T Manulife Financial

One of their key assets is their Asian franchise. The growth numbers in Asia are doing quite well for them. Trading at 11X earnings with a nice dividend yield of over 3%, and close to 1.1X Book. The recent run up in the last little while is because of the yield curve steepening. You have to come to terms with the issue if rates going to stay this high and continue to go up over the next several years? Expects you will get a chance to buy this as he expects it to pull back a little.


Price:
$23.090
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-11-29 TOP PICK Must be logged in to use chart NKE-N Nike Inc

This has been a very expensive company for many years, and doesn’t pay a big dividend, only 1.42%. Trading at around 20X earnings. It has a great brand and a great technology, and they have a great online business. The stock has done poorly because of 1) inventory issues and 2) because of some marketing issues. Buying a global brand that is growing internationally at these levels is good. (Analysts’ price target is $63.52.)


Price:
$50.630
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
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