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
2017-08-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. We are seeing some real improvement in the global economy. When looking the statistics, you are seeing better global growth. There are low interest rates which is going to take a long time before going up. Also, there is relatively low inflation. The quandary the Fed has is that unemployment is going down and inflation remains relatively low, which is a very difficult situation if they want to increase rates. All those things bode well for the stock market, and earnings are very good.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-08-09 PAST TOP PICK Must be logged in to use chart AAPL-Q Apple

(A Top Pick Sept 15/16. Up 41.26%.) He still likes this. Not expensive, trading at 15X earnings. It all depends over the next several months on how they execute on their new iPhone. Have lots of cash, so there is a lot of opportunity for them to do capital allocation.


Price:
$161.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Must be logged in to use chart BAC-N Bank of America

A much better bank than it was in 2008. It has lots of capital. They could increase their dividend and buy back shares. A better company and they don’t have the liabilities of being sued, etc. Trading at 1X Book. Dividend yield of 1.93%. (Analysts’ price target is $27.)


Price:
$24.740
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 COMMENT Must be logged in to use chart DIS-N Walt Disney

They have a fantastic franchise, but how do you monetize this, especially when how people watch TV, etc. is changing quite dramatically. ESPN was supposed to be the be all and end all, but subscribers have gone down. The company has to sell their products into the right places. Thinks they are doing the right things. They are doing more streaming on the ESPN side and are taking away their deal with Netflix. The brand is so fantastic that if you can buy it at the right price, you will do very well in the long run. 1.46% dividend yield.


Price:
$102.830
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-09 COMMENT Must be logged in to use chart ENB-T Enbridge

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T)? He likes this company. Sometimes, they sell things to the Enbridge Income Fund, and he prefers to own Enbridge itself. Made a big huge acquisition in the US and ended up with a lot of debt. Expects they won’t see their growth happening in Canada any more. Thinks they will be able to continue to pay down the debt. Dividend yield of 4.7%.


Price:
$51.560
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 COMMENT Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T)? He prefers to be in Enbridge. Dividend yield of 6.3%.


Price:
$31.920
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-08-09 COMMENT Must be logged in to use chart FIH.U-T Fairfax India Holdings Corp

An ETF that holds Indian companies. There are 2 ways to play India. You can buy an ETF or you can go in and buy a particular stock. You may be buying things that the index doesn’t show, but that this company has access to.


Price:
$16.840
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-09 COMMENT Must be logged in to use chart GOOG-Q Alphabet Inc (C)

What is the difference between GOOGL-Q and GOOG-Q? GOOGL is the one that has the voting shares. GOOG-Q is the public vehicle and the one you want to own.


Price:
$922.900
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-09 COMMENT Must be logged in to use chart ING-N ING Groep NV

Lloyds Bank (LYG-N) or ING Groep (ING-N)? Both did very well coming out of the chute from when they were partially nationalized by the British government. Lloyds is probably a little more expensive. This is much more of a retail bank, and if run properly retail can easily be a 15% return.


Price:
$18.610
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-09 PAST TOP PICK Must be logged in to use chart KHC-Q Kraft Heinz Company

(A Top Pick Sept 15/16. Down 1.02%.) Still likes the story. With the merger, there is some great ability for cost cutting.


Price:
$86.460
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Must be logged in to use chart L-T Loblaw Companies Ltd

The largest grocery chain in Canada and also owns Shoppers Drug Stores, which is working out incredibly well for them. They’ve put a lot of capital expenditure into the IT business, meaning you can order a lot of stuff online. There has been a lot of deflation on the grocery side, and the IT business will help offset that. Dividend yield of 1.5%. (Analysts’ price target is $80.)


Price:
$68.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 COMMENT Must be logged in to use chart LYG-N Lloyds TSB Group PLC

Lloyds Bank (LYG-N) or ING Groep (ING-N)? Both did very well coming out of the chute from when they were partially nationalized by the British government. Management made this one more retail oriented and got rid of non-core businesses. This is probably a little more expensive than ING.


Price:
$3.480
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-09 BUY Must be logged in to use chart MG-T Magna Int'l. (A)

A lot of the auto part manufacturers are cheap. This is trading at about 7X earnings with a 2.5% dividend yield. By all metrics, it is relatively cheap. The auto industry may grow at 1.5% or so globally, but this company can actually grow faster than that, probably closer to 5%. They have a great balance sheet. Have really expanded into emerging markets which is where the growth is going to come from. You may have to hold this for a fair amount of time.


Price:
$61.300
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-09 PAST TOP PICK Must be logged in to use chart NKE-N Nike Inc

(A Top Pick Sept 15/16. Up 9.08%.) Sold his holdings a while ago. When they cut the border taxes, etc., this company was going to be the most affected by that. A great brand name, and will continue to do well.


Price:
$59.900
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-08-09 TOP PICK Must be logged in to use chart ROXG-T Roxgold Inc

A gold company in Burkina Faso in West Africa. Has $60 million in cash and an 8-year mine life. Feels they have a really great asset, and with some further exploration, it will be bigger. The stock has the opportunity to go from about $400 million in market cap to about $600 million. Because of the asset, there is an opportunity that it could get taken out in the next little while. (Analysts’ price target is $2.25.)


Price:
$1.100
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 2,447 entries
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