Viewing Expert David Driscoll | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

David Driscoll , President & CEO

Liberty International Investment Management Inc


Date Signal Chart Symbol Company Opinion Price
2016-04-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He only buys half as much as he is considering buying these days because we had a bull market for 6 years.  If you take out extraordinary items we are at 24 times and that is where we are usually at at the height of a market.  Free cash flow is declining because revenues are declining.  Once you get over 30 stocks you are not reducing risk by holding more. 


Price:
$0.020
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
_N/A
2016-04-04 TOP PICK Must be logged in to use chart ABC-N Amerisourcebergen Corp

Inflation was driving their revenues and now has come off a bit.  It is a long term hold.  Over the counter oncology drugs are slowing and so pricing power is getting weaker.  Walgreen has been exercising some warrants and so is diluting the stock.  Now they should get back to doing what they are doing.  It may do nothing for 2 years.


Price:
$87.160
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-04-04 PAST TOP PICK Must be logged in to use chart ATRI-Q Atrion Corp

(Top Pick Jan 15/16, Up 10.30%) Small company that makes vascular clamps and pull tags on life vest.  Long term growth over the last 15-20 years.  No one else makes these clips.  They make good margins. 


Price:
$398.920
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-04-04 DON'T BUY Must be logged in to use chart BTE-T Baytex Energy Corp

The price of oil softens between now and August.  Companies are trying to play catch up, dealing with cost overruns.  It has a CAA1 credit rating.  It is well down there.


Price:
$4.930
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 DON'T BUY Must be logged in to use chart CGR-T iShares Global Real Estate ETF

Don’t go beyond your chosen percent weighting.  The MER is .65%, which is quite high.  It is concentrated into about 10 different REITs.  We have had ultra low interest rates for a long time and REITs do well in this environment.  It is trading at lofty prices right now.  He would not want to add any more here.


Price:
$28.560
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 WATCH Must be logged in to use chart CP-T Canadian Pacific Rail

CP-T has the north/south lines and CNR-T has the east/west and north/south.  Hunter Harrison has turned things around.  The efficiency ratio is gotten way down.  Mergers and acquisitions would be fended off.  A merger is probably not in the cards right now.  Own CP for the growth over time of the company.  All the rails are expensive right now. 


Price:
$171.910
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 DON'T BUY Must be logged in to use chart DEO-N Diageo PLC

They have been struggling in China.  Cash flows have dramatically declined.  Dividend growth has averaged about 9%, which is okay, but there are better companies in the beverage industry.


Price:
$108.060
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 PAST TOP PICK Must be logged in to use chart DSY-FP Dassault Systemes

(Top Pick Jan 15/16, Up 9.75%) They are not a defence company any more.  They are a Cad/Cam software company. 


Price:
$0.000
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-04-04 COMMENT Must be logged in to use chart ENB-T Enbridge

The dividend has been growing quite a bit over the last 10 years.  They finally accepted that they have to diversify outside of pipelines.  The next phase for their growth will be renewable resources, which could hold their stock back.  It is safe and secure and it is a regulated utility.  Earnings will fluctuate all over the place so you have to look at free cash flows to determine the health of the dividend.


Price:
$49.520
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 WATCH Must be logged in to use chart EXPE-Q Expedia

They have done exceptionally well.  Most of the travel e-tailers have done so.  Dividend growth has been 7% for the last 5 years.  Free cash flow has been growing, but is slowing down and is probably why the stock is easing back down.  It all depends on how their pricing power will do.


Price:
$105.140
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 TOP PICK Must be logged in to use chart FFH-T Fairfax Financial

They had a lot of dogs of insurance companies that they acquired, but they have all turned around and are firing on all cylinders now.  It is a great hedge to any portfolio.


Price:
$718.490
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-04-04 BUY on WEAKNESS Must be logged in to use chart HD-N Home Depot

Construction and home improvement have been two of the biggest hiring areas.  HD-Ns free cash flow growth has been stellar at 12%.  The dividend has been growing at 13% with Cap X at 10% growth.


Price:
$134.850
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 BUY Must be logged in to use chart IBN-N ICICI Bank Ltd.

One of the premier banks in India.  It struggled only because of interest rates in the Indian economy.  Quality of the business is good and they are still growing.  The business is sound, but the risk is macroeconomic.


Price:
$7.070
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-04 PAST TOP PICK Must be logged in to use chart JM-SP Jardine Matheson

(Top Pick Jan 15/16, Up 7.60%) They are not heavily indebted.  If China suffers, they have a lot of cash on the books to make acquisitions.  They are a play on the Asian economy. 


Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-04-04 BUY Must be logged in to use chart NVO-N Novo-Nordisk

They got approval for 3 drugs, all to do with diabetes.  The demographics are in their favour.  The company has always traded at an expensive multiple.  The stock has done exceptionally well.  It is the one Pharma name he owns.  35% compound annual rate of return.


Price:
$55.750
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 1,609 entries
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