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Compiling comments that experts make about stocks while on public TV.

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David Driscoll , Partner

Toron Investment Management

Date Signal Symbol Company Opinion Price
2012-09-14 N/A A Commentary A Comment -- General Comments From an Expert

Economy. The ECB and the US Fed are just kicking the can down the road. Ultimately, austerity has to come into play and deleveraging has to occur. If all the poor institutions had been allowed to fall apart in 2008, it would have been a lot cleaner fall and would have allowed the economy to resuscitate a lot sooner. By keeping interest rates ultra cheap, all it does is create bubbles where people are borrowing-through car loans or mortgages when they really can’t afford it, especially if interest rates start to rise at some point in time.

 Price:
$0.020
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
_N/A
2012-09-14 N/A A Commentary A Comment -- General Comments From an Expert

Markets. NASDAQ and the S&P 500 have had big returns but that has been dominated by Apple (AAPL-Q), which is 20% of the index. If you take Apple off the equation, then returns on the US are pretty much the same as other places globally except for some of the BRIC countries that are actually negative. For his clients he has been taking a little profit off the table from the consumer names because they are the ones along with utilities that everyone has gone to hide. For people with 100% exposure to equities, he has them in about 20% cash and the rest would be about 10%.

 Price:
$0.020
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
_N/A
2012-09-14 PAST TOP PICK ABC-N Amerisourcebergen Corp

(A Top Pick April 11/12. Down 2.77%.) Hoping to hold this for 10 years. Pharmaceutical distributor to doctors’ offices and hospitals. This get them away from litigation risks and patent concerns and they don’t have to plough a lot of money into R&D. Revenues have been growing. Have been buying back about 10% of the float every year. Dividend has been rising at about a 20% clip over the last 5, 10, 20 years. When it hits $36, that’s when he usually steps in and buys more.

 Price:
$37.360
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-09-14 HOLD ABT-N Abbott Labs

They are going to split off their medical device and their pharmaceutical division. This is in kind of a Hold mode right now until the split comes through. This is a company that has raised its dividend historically. Free cash flow is a very good. When the split comes, hang on to both shares. You’ll probably see your average cost base cut in half.

 Price:
$68.270
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
No
2012-09-14 WAIT CAT-N Caterpillar

Stimulus always gets all industrials, cyclicals and commodities going again so depending on how long they can continue the stimulus will be the determining factor for this company. Trading at 7X earnings. If there is money going to pour into the infrastructure, this company will continue to trundle along and do well. His concern is that earnings have been in decline and there is more of a deceleration going on in the 3rd quarter so he would wait until there is a dip in the market.

 Price:
$93.170
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
No
2012-09-14 COMMENT CNR-T Canadian National R.R.

Caller’s holdings have gotten to be more than 10% of her portfolio. Should she Sell some? His rule of thumb is when the weighting of a stock becomes double he automatically sells half and reallocates the money to his other holdings.

 Price:
$90.970
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-09-14 PAST TOP PICK COH-ASX Cochlear Limited

(A Top Pick April 11/12. Up 12.98%.) Hoping to hold this for 10 years. Does cochlear implants for people with hearing disorders. 1 in 6 people globally have some form of hearing disorder. Dividend yield of about 5%. Very good growth rate.

 Price:
$0.000
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-09-14 TOP PICK EI-FP Essilor International

(Paris Exchange) Manufacturer of eyeglass lenses. Expanding into South America and Africa as per capita income is rising, people can now afford reading glasses. Same-store sales were up about 15% and revenues were up about 25% because of the acquisitions they’ve made. Stock is trading at about 21-25 times earnings but they are growing at that rate now.

 Price:
$0.000
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-09-14 DON'T BUY FTE-N France Telecom

14.3% yield which is a warning sign. You may get the dividend payment or you may have to face a cut, at which point in time the stock would probably trend lower. Their businesses are mostly in Europe and Africa.

 Price:
$13.980
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2012-09-14 COMMENT G-T Goldcorp Inc

September to January is usually the strong period for gold. Gold prices rise because the US$ is falling, you are going to get a kick upwards to probably $1800 an ounce, which should drag along the seniors. This company has been raising its dividends, which will probably get bumped again in January. If you own, he would use $52 as a Sell point.

 Price:
$44.910
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-09-14 TOP PICK GWW-N W. W. Grainger Inc

Likes logistics because you don’t have to manufacture anything but you can make a lot of money on maintenance and service. This is a distributor of all kinds of things such as work boots, hardhats, nuts and bolts for elevators, anything to do with industry, maintenance and construction. Growing 12%-15% a year. Dividend has been growing at about 20%. Now getting more of a revenue base outside of the US. 3.2% dividend.

 Price:
$206.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-09-14 TOP PICK JM-SP Jardine Matheson

(Singapore exchange.) Into Southeast Asia in a huge way with about 10-12 different businesses including supermarkets, commercial real estate, auto dealerships, rubber plantations and life insurance/financing. Likes to go into an Asian country with one stock and get the emerging-market growth. Dividend has been growing at about a 10%-15% clip. Good management.

 Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-09-14 DON'T BUY NUE-N Nucor Corp.

Given that steel demand is falling off because iron ore prices are falling, he would hold off buying this. Of the US steel companies, this is probably the best however you are going to have to deal with the cyclicality of it and that is where the danger comes into play.

 Price:
$40.750
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2012-09-14 HOLD RB-LSE Reckitt Benckiser

Is it a good entry point after their big drug goes off-patent? When companies come off patent, it really comes down to the quality of the management team. This company’s management has done a terrific job at growing earnings, cash flow, dividends and sales. Doesn’t think it would be that great a concern that one of their drugs is coming off patent because they can just turned around given that they’ve got more of the consumer product business as a backdrop.

 Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
No
2012-09-14 BUY RDS.A-N Royal Dutch Shell PLC (A)

Bahrain recently announced they are going to increase their holdings from 3% to 7%. They are leading the way for natural gas exploration and production. Dividend of around 5%. You won’t go too far wrong by owning this because you are going to get dividend growth over time.

 Price:
$72.560
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
Showing 1 to 15 of 1,499 entries
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