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
2016-09-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market.  There are a lot of things happening over the next little while, such as the Fed meeting, the Bank of Japan meeting and more and more information is going to be coming out of the UK economy is well. The EU Banker is saying he is not going to be doing anything right now. There are a lot of issues facing the global economy, and that uncertainty has led interest rates higher. Not sure rates can go up a lot or that the Fed can increase rates here. He feels they should not increase rates until into January. Inflation expectations are actually lower than the 2% number. If they raise rates, they put themselves in an awkward situation, because if the economy really starts to stall out, they don’t have many options. Time is on their side.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2016-09-15 TOP PICK Must be logged in to use chart AAPL-Q Apple

To him, this has sort of gone ex-growth, not growing as quickly. IPhone 7 is not substantially different, but was incrementally different. He likes the stock because it is cheap. They have lots of cash and can put it to work with a higher dividend. Their services business is growing quite rapidly, so he can see better numbers on that side. Dividend yield of 1.97%.


Price:
$115.570
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 COMMENT Must be logged in to use chart ABX-T Barrick Gold

Feels this is restructuring, and he wouldn’t be looking to Buy this. They have done a good job of bringing down their debt levels. If you want to be in gold, you are better off being in the mid-cap or smaller cap name. This one tends to get in the way of itself sometimes, and he doesn’t see where growth is going to come from.


Price:
$23.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 SELL Must be logged in to use chart AEG-N Aegon N.V.

An insurance company which is having a tough time because of low interest rates. He sees no reason to buy these stocks as the low interest rates are going to continue, especially in Europe. If you own, he would look to place your money someplace else.


Price:
$3.850
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 COMMENT Must be logged in to use chart BAC-N Bank of America

A cheap stock by any valuation metric you want to use. What has hurt the banking industry short term in the US this year is that the federal reserve increased rates in December and everybody thought the yield curve would steepen. The yield curve actually flattened and really hurt the banks. There are 2 things this bank will definitely do; ROEs will slowly increase and dividends won’t increase as much as people think.


Price:
$15.670
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 PAST TOP PICK Must be logged in to use chart DH-T DH Corporation

(A Top Pick Oct 1/15. Down 23.42%.) Their last acquisition is the one that caused them a lot of problem. Took on a lot of debt, which constrained them from doing anything. Not an expensive stock and has a good dividend yield. He can see some positives. There are better earnings and cash flow growth over the next little while which will help them bring down their debt levels. Thinks fintech is a great business. 4.4% dividend yield.


Price:
$29.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 COMMENT Must be logged in to use chart DIS-N Walt Disney

He likes this company at these levels. Feels that there is good potential for upside. ESPN has been a burden on the stock, but their brand, franchise in their movie business are all at a very high level.


Price:
$92.500
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 PAST TOP PICK Must be logged in to use chart EFN-T Element Financial

(A Top Pick Oct 1/15. Down 15.82%.) Sold his holdings about a month ago, because he felt the company didn’t execute on some of their promises, in a clear fashion. He liked the leasing side and thought it was a good growth area.


Price:
$14.990
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-09-15 COMMENT Must be logged in to use chart FB-Q Facebook

Value wise, it is very hard to buy this company, but it is very clear to him that 2 people are going to dominate the online advertising business, Facebook (FB-Q) and Alphabet (GOOG-Q). The numbers are exploding. This company has done a very good job of growing the business into, not only mobile, but also the messaging and video side. In the long run, this has the potential to become a much larger company.


Price:
$128.350
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 COMMENT Must be logged in to use chart FDX-N FedEx

Not an expensive stock. Trading at 14X earnings. Made an acquisition of TNT Express and are integrating it. Initially people thought it would be earnings neutral, but it has had some issues and there is some restructuring going on. Another thing people are worried about is that their biggest growth area has been business to consumer. There is a lot of competition from small start-up companies in the last mile of dropping off packages. Because of that, there may be some price compression. However, we are going into a season where they should have very strong quarters, and there should be a huge uptick. Make sure that the TNT acquisition is not causing more problems than they expected.


Price:
$160.070
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 PAST TOP PICK Must be logged in to use chart FSV-T Firstservice Corp

(A Top Pick Oct 1/15. Up 40.69%.) They manage gated communities and apartment buildings. Also, have ancillary industries they own such as College Pro Painters. It’s a “mom and pop” industry, so they can do a lot of tuck-in acquisitions, so you should see some good growth. Also, there is good organic growth.


Price:
$61.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 COMMENT Must be logged in to use chart G-T Goldcorp Inc

A great company, but with a lot of these larger companies the issue becomes how do you grow. He would prefer to be in mid-cap names where you will get a lot more leverage.


Price:
$20.810
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-09-15 HOLD Must be logged in to use chart GE-N General Electric

Feels this is fairly valued. Got a very high multiple when GE Capital was part of the mix, which is what drove GE for many, many years, and now it is a pure industrial company. Feels the businesses they have moved into are less stable including a lot of the oil/gas businesses. The stability of their earnings is a lot more cyclical now.


Price:
$29.750
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 COMMENT Must be logged in to use chart IPL-T Inter Pipeline

He really likes this company. Feels the dividend is safe and will continue to grow, although he prefers Enbridge (ENB-T) and TransCanada Pipeline (TRP-T).


Price:
$27.430
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 BUY Must be logged in to use chart JM-SP Jardine Matheson

A Hong Kong company, based in Singapore and listed on the Singapore exchange. They own 83% of a company called Jardine strategical. They also own a lot of brands. Trading at about 14X earnings with a 2% dividend yield. You have to look at this company on its NAV, not on its earnings, because it is a conglomerate. You can probably get to a $48-$50 price target on NAV. The stock is trading at about a 36% discount to that. There is upside from here.


Price:
$0.010
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 2,232 entries
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