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

Viewing Expert

Jim Huang , President

T.I.P. Wealth Management

Address
120 Adelaide Street West
Suite 2400, P.O. Box 23
Toronto, ON
M5H 1T1

Contact Info
Telephone: 1(416)304-6825
Toll Free: 1(416)628-3769
Email:


Date Signal Chart Symbol Company Opinion Price
2016-03-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The market has been pretty hectic this year. Started the year with a huge drop and almost looked like a potential recession in the US, which was scary. There really wasn’t any economic underpinning for that, so it is now bouncing back. We are now getting back to a better footing. There are definitely legitimate concerns, which is why he is not looking for a rock ‘n roll year. You should be looking for more mid-digit sort of returns. The US is clearly on a growth path and the employment picture was very, very strong, and as a result the Fed was able to raise rates. Doubt if they will be raising rates too many times this year because of the slow growth. When picking names, you want to be optimistic and judicious in something you are comfortable with, and if it went down 10%-15% you are comfortable having bought it.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2016-03-01 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Your top pick in Canadian Banks? On the long-term, Canadian banks are very solid investments. Shorter term there are some issues with an overheated housing market and exposure to the oil patch. From the most defensive point of view, his top one would be TD (TD-T) and to a lesser extent Bank of Montréal (BMO-T), followed by Bank of Nova Scotia (BNS-T) and Bank of Commerce (CM-T), and finally the Royal (RY-T) and National (NA-T). Thinks things are going to be a little slow this year. There is some cost cutting going on and dividends are still going up.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 HOLD Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

Has a $475 million deal pending with Murphy Oil (MUR-N) that is supposed to close this month. This is pretty much reflected in the stock price. It gives them a lot of cash in their books. The capital commitment to the project is huge. At this stage, the issue is more the price of oil. At $35 oil, the project doesn’t make economic sense to develop. If there was a $60+ oil, then it would be better.


Price:
$0.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 COMMENT Must be logged in to use chart BAC-N Bank of America

It took a lot of work to get out from underneath the fines and the cost cutting. At this stage they are more or less free of the past and are ready for the economy to rock ‘n roll, which unfortunately has not happened. The foundation has been laid. The real issue is that the general economy has not picked up much. Not expensive.


Price:
$13.190
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-03-01 COMMENT Must be logged in to use chart BIN-T Progressive Waste Solutions Inc

In the process of merging with Waste Connections (WCN-N). This has been a growth by acquisition story. Had some issues getting costs down and getting margins to the industry’s best levels. Stock price has been reasonably depressed, but with this merger they will have a much better track record. There is a lot of hope and there is probably good upside from here.


Price:
$40.880
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

Likes uranium. It has been depressed since 2011 with the Japanese nuclear accident. In the medium and long term, uranium prices need to be a lot higher, such as $60-$80. This is one of the biggest public producers. In the short term, there is not much going on. $35 uranium barely makes enough money and there is no visible earnings growth. Prefers Uranium Participation (U-T) which gives more direct exposure to the commodity.


Price:
$16.460
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-03-01 COMMENT Must be logged in to use chart CWB-T Canadian Western Bank

Tough going right now out West, and as a result banks lending primarily to Western provinces are having some troubles. Historically a very well-run company, solid business and diversified, but in the current territories they are in a bit of trouble. Stock has been beaten down a long way. From a loan loss point of view, you can expect to see some losses showing up. He would prefer to see a bottoming in the Western economy before he got aggressive on this.


Price:
$20.480
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 TOP PICK Must be logged in to use chart DRT-T DIRTT Environmental Solutions

(A Top Pick May 14/15. Down 35.11%.) Modular furniture, mostly office. They have proprietary design 3-D software and can design right at the location and is linked to their manufacturing backbone. They can do the pricing right there and it can be done on time and on budget. Have been 7-8 years in building a business, and now it is hitting an inflection point. The leverage in the business is huge, organically growing 20%-50% a year. There is a misconception that because they are located in Calgary, and that they have this one big contract, that they are energy related. However, they are not. The biggest market is healthcare and hotels in the US and Saudi Arabia. Have now gone into residential.


Price:
$5.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-03-01 COMMENT Must be logged in to use chart EFN-T Element Financial

A leasing company. Recently announced they are going to split into 2 parts. One part will be fleet financing and the other will be commercial. One will be steadier and the other will be higher growth. The company is reasonably leveraged to the economic cycle, so you have to have some confidence. The majority of their exposure is to the US. Thinks there will probably be good upside in this if their execution is right. He is ambivalent about it, but if management is right there should be good upside.


Price:
$14.760
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 COMMENT Must be logged in to use chart EMA-T Emera Inc

Emera (EMA-T) or Fortis (FTS-T), or any other dividend stock in this market? Paying a dividend in this market is a great thing, however you need to look at the interest rate environment as well as the growth potential for each company. Utility in general is a slow growing business and both companies have made acquisitions in the US. He likes both, but this one’s yield is a little bit higher.


Price:
$45.650
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Emera (EMA-T) or Fortis (FTS-T), or any other dividend stock in this market? Paying a dividend in this market is a great thing, however you need to look at the interest rate environment as well as the growth potential for each company. Utility in general is a slow growing business and both companies have made acquisitions in the US. He likes both, but Emera’s yield is a little bit higher and this one’s acquisition looked a little more expensive, and there are probably some digestive issues.


Price:
$38.330
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 HOLD Must be logged in to use chart MFC-T Manulife Financial

This is a tough call. If you are bent on owning an insurance company, this is probably one of the better ones. Have good assets, a good insurance book and good exposure to equity markets. They lowered their risk profile from 2008. Also, relatively cheap. The bigger concern is whether you should own an insurance company or not. They are heavily leveraged to the interest rate cycle, and every year we have said interest rates have got to go up, but instead they have come down. It’s a slow growth economy, so there is no need for higher interest rates. You are better off with Canadian banks which are cheaper.


Price:
$18.860
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

One of the biggest auto parts supplier in the world. In the last few years, new management consolidated their position in North America and Europe. Recently did an acquisition to get exposure in China, which is probably why the stock has been hit, as well a view that this is the peak in the auto cycle. That view is premature, although in a couple of years that might well be the case. Very cheap trading at 5-5.5 times EBITDA. Dividend yield of 2.55%.


Price:
$53.130
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-03-01 COMMENT Must be logged in to use chart MSI-T Morneau Shepell Inc

Primarily a pension and human resources consultant with a very solid history. A very good company and well-run. They have been in the US for the last few years and are continuing to grow their earnings. Dividend growth has been slow in the last few years because they were getting into acquisitions. Presumes dividend growth will resume in the next few years.


Price:
$14.570
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-01 COMMENT Must be logged in to use chart NAL-T Newalta Corp

A year ago they sold their industrial division, and are now pretty much leveraged to oil/gas waste recycling. Timing wasn’t great. The issue is more of a macro issue rather than company specific. He does believe oil will rebound, but even at a $50-$60, activity level is going to be pretty low and their business will be pretty depressed. Doesn’t see anything in the short term that will get the stock up.


Price:
$2.900
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
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