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Paul Harris, CFA , Portfolio Manager and Partner

Avenue Investment Management


Date Signal Chart Symbol Company Opinion Price
2015-07-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Thinks the Chinese economy is slowing down quite rapidly Commodities that are prevelent in China are slowing down. It's an emerging market and these things are going to happen there all the time. He heard that the average holding period for a stock is a week. From a global perspective, China was able to support the global economy in 2008, but now is not able to, so Europe may come into play.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Should Greece default on it's debt? Greece should leave the EU, many moral hazzards if they stay. A lot of other countries like Portugal and Spain will follow Greece's lead if they stay and get away with it. Greece is not changing their economy which is the problem. Many EU countries may forgive the debt if they were to change their economy, but that isn't happening. It would be a massive disaster for the rest of the EU if they stayed.

 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

If Euro's are being held in a Greek bank what happens if Greece changes currency to Drachmas?  He believes that the Euros would be exchanged to Drachmas at a certain rate. After which the the Drachmas would probably fall in value.  


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 DON'T BUY Must be logged in to use chart AAPL-Q Apple

Not an expensive stock, cash flow almost 10%, dividends are around 1.6. Iphone is generating a lot of their revenue. A lot harder to innovate in the future, compared to the ipad, and iphone. Doesn't think the watch is going to happen at all.   


Price:
$122.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(Top Pick July 4 2014, recommended at $16.03 now $16.25 up 2.61%) Still a buy, he likes it. If the yeild curve of the US goes up 1% Bank of America makes 4 billion in revenue. This isn't inconceiveable that this will happen in the next little while. Will continue to do well. They will be moving their dividend towards the same as Canadian banks of 45%. They have way too much capital so they will be buying back their shares as well.



Price:
$16.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 TOP PICK Must be logged in to use chart BCS-N Barclays Bank PLC

Not an expensive stock. .7 times book value. Their problem is that it has been too beauracratic, they are moving away from that. Have a great franchise in retail, cars, and Africa. They will continue to do well.


Price:
$16.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 BUY Must be logged in to use chart BEP.UN-T Brookfield Renewable Energy

Suggest a renewable energy play? We are moving in a direction where these things are going to be much more valuable.


Price:
$36.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 PAST TOP PICK Must be logged in to use chart DE-N Deere & Co.

(Top Pick, July 4 2014, recommended at 91.38 now 94.96, up 6.75 %) Inexpensive. Still buying it. Originally bought because of restructuring of company, still thinks it's good.


Price:
$94.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 TOP PICK Must be logged in to use chart DH-T DH Corporation

A great play in the US. 60% revenue comes from US. Div $0.32, yield 3.24%. Bank technology business. Won't see the dividend grow much over the next couple of years. More interested in growing their business.

 


Price:
$39.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2015-07-08 TOP PICK Must be logged in to use chart EFN-T Element Financial

Due to a recent deal, they are the largest fleet leasing company in North America. Have assets in US, Mexico, Austrailia, and New Zealand. The next couple of quarters numbers are going to be fuzzy because of businesses they are taking over. Great story, good organic growth.

 


Price:
$19.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2015-07-08 WAIT Must be logged in to use chart INTC-Q Intel

Not an expensive stock, trades at 14x earnings. Moving out of PC business to the smart phone business which has been difficult for them.

 


Price:
$29.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 WATCH Must be logged in to use chart MMM-N 3M Co.

20x earnings 2.6%div yield. Incredible company. New products coming out, they are able to grow. Europe may make the stock wobble a bit, but it's a great company so buy if you can. Watch over the next couple of quarters.


Price:
$155.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2015-07-08 N/A Must be logged in to use chart NOK-N Nokia

Nokia vs Vodafone Two very different companies, Nokia is no longer in the phone business. But might sell stuff to Vodafone. Vodafone has assets around the world, have gone into wireless and cable business. Nokia probably has more upside due to restructuring. 


Price:
$6.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-07-08 BUY Must be logged in to use chart PG-N Proctor & Gamble

20x earnings a decent yield, They have a massive amount of products and are getting out of products that are not doing well. Re-assessing how to deal with emerging markets.


Price:
$81.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2015-07-08 PAST TOP PICK Must be logged in to use chart QCOM-Q Qualcomm

(Top Pick, July 4 2014 recommended $80.99 now $61.91 down 21.71%) Has been recently hit with the China crash. Qualcomm continues to buy back their shares and has a good dividend yield. Are in a very sweet spot in the chip market (smart phones). Thinks they will do well next year.


Price:
$62.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
Showing 1 to 15 of 2,022 entries
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