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
2016-06-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Currently he is about 80% invested for clients with about 10%-20% in cash, so if it can outperform the market while this rally is going on, that is great. He does have the cash in the event there is a market correction. This market has been pushed by ultra low interest rates for such a long time that people are either using margin, speculating, or borrowing like crazy. Companies are doctoring their bottom lines by buying back shares and making earnings go a little bit higher, but not really seeing a lot of growth. His focus is that companies must have free cash flow every year with which they could allocate a third to raising dividends, a third to capital expenditures, and a third to capital acquisitions if needed.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2016-06-07 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Has had a look at all the gold stocks and doesn’t like the companies. They are very leveraged and the price of gold has to go up to make the leverage pay off. Also, they are high cost mines. If you must own gold, he would suggest a bullion ETF, or just buy gold wafers that you can stick in your safety deposit box.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-06-07 PAST TOP PICK Must be logged in to use chart ATRI-Q Atrion Corp

(A Top Pick April 4/16. (Actually Jan 15/16.) Up 0.65%.) A little, small medical device company that handles products that larger companies don’t want to be bothered with. It continues to grow very well in the little niches that nobody else wants to do. The dividend has been growing roughly at a 20% clip. Earnings are supposed to be between $15 and $20.


Price:
$401.520
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 BUY Must be logged in to use chart CNR-T Canadian National R.R.

Has owned this since 1997. Gives you dividend growth roughly in the 20% range per year. The lowest cost rail in North America, because they have both east-west and north south connections, from Winnipeg to Mexico City and coast-to-coast. They also own 25% of the container port in Prince Rupert.


Price:
$77.440
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 COMMENT Must be logged in to use chart CSCO-Q Cisco

He is lukewarm on this. Free cash flow has been falling since 2008. They had $10 billion in free cash flow than, and are down to $7.2 billion today. The competition they are dealing with now are getting the better of them.


Price:
$29.070
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-06-07 PARTIAL BUY Must be logged in to use chart FB-Q Facebook

Free cash flow in 2009 was $122 million, and it is now $6 billion. Chances are the company should continue to do well with what they are getting into now. He would tread very gradually into the stock, such as half a position, and then see what happens after that.


Price:
$117.760
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-06-07 COMMENT Must be logged in to use chart FDX-N FedEx

This is in the global courier business. Depending on the health of the global economy, that is what is going to drive the performance of the stock.


Price:
$164.830
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-06-07 COMMENT Must be logged in to use chart FEIC-Q FEI Company

He would have liked to have held this for the next 15-20 years, but it is being acquired by Thermo Fisher Scientific (TMO-N) in 2017.


Price:
$107.170
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-06-07 COMMENT Must be logged in to use chart FIH.U-T Fairfax India Holdings Corp

This is a decent entry point because most of the Indian market has been in the doldrums for a while, because of the reflection of the weaker currency plus all the emerging-market pressure that the country is facing right now.


Price:
$10.550
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-06-07 TOP PICK Must be logged in to use chart FMX-N Fomento Economico Mexican

The largest Coca-Cola bottler in Latin America, Mexico and the Philippines. They have been moving away from that low margin business and have 15,000 Oxo brand convenience stores and are attaching gas stations to them. Have started to buy pharmacies in Colombia and Chile. Earnings are starting to turn around because there is margin expansion. Dividend yield of 1.42%.


Price:
$95.320
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Sold his electric utilities because of destructive technology. If the battery packs get on to every house, then everybody comes off the electric grid. It is not going to happen tomorrow, but it could very well be in the next 10-20 years. They have been making acquisitions in the US, which has him concerned to some degree. Currently their dividends will probably rise 10%, because their acquisitions are going to add to the rate base.


Price:
$41.550
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-06-07 BUY Must be logged in to use chart GMED-N Globus Medical

This is a tiny little $2 billion company that is in robotics of spinal care. Growing at a wonderful rate, but the street hasn’t adapted to them.


Price:
$25.410
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 TOP PICK Must be logged in to use chart GTO-NA Gemalto

This is the company that puts the chips on your credit card. They are doing well in the US on Visa (V-N) and MasterCard (MC-N) because Americans didn’t have chips before, resulting in identity thefts. They also provide all the security for Amazon Web, the big portal that Amazon is doing very well at. They also do many countries passports and systems, plus government security. Trading at only about 13X earnings, half of what the market valuation is right now. Dividend yield of 0.84%.


Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 DON'T BUY Must be logged in to use chart HSBC-N HSBC Holdings P L C

European banks are in a big massive restructuring cost cutting, and this one is no different. There has been a lot of drop in business overseas in Asia, which is where this bank is doing a lot of their business.


Price:
$32.530
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-06-07 PAST TOP PICK Must be logged in to use chart JM-SP Jardine Matheson

(A Top Pick April 4/16. (Actually Jan 15/16.) Up 0.95%.) They own a number of things including insurance, stores, hotel chain, supermarkets, car dealerships, etc. He likes that he has to only invest in one company to cover all of Southeast Asia, but their leverage is very thin.


Price:
$0.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,634 entries
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