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
2017-03-20 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks? These are in a very enviable regulatory environment, having very few competitors. They have stable businesses, make a lot of money, pay good dividends with reasonable growth. Also, there is the issue of the housing market. If there was a significant correction in Vancouver and Toronto housing, that would hurt all the banks. These should be a core part of your portfolio.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Federal Budget. We’ve heard that there might be some tax increases coming, potentially in the capital market, which would not be encouraging. The government needs to raise money for some of the initiatives they have, especially with infrastructure building which is behind schedule. To the extent that they use the money to accelerate infrastructure building to encourage innovation, that would be a good thing.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2017-03-20 COMMENT Must be logged in to use chart ALA.R-T AltaGas Ltd

If you like Altagas, then clearly you want to own the subscription receipts. It trades at a discount, but you get the same dividend. The receipts are issued for the purpose of finalizing the acquisition of WGL Holdings, a utility company in the US. If it does not get regulatory approval, the money gets returned to you. He doesn’t see anything to lose. It’s a good acquisition for them. If you have a medium to long term time horizon, this should perform well for you.


Price:
$29.950
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

2017 is probably going to be a pretty decent year for this company. It is a combination of an unregulated power developer as well as owner of a lot of regulated utilities, especially in the US. They’ve done very well with a strategy of acquiring smaller orphaned utilities, managing them better, and passing on some of the tax synergies, being a Canadian holding company. At some point, when it gets big enough, there will be less accretion continuing, but for 2017-2018 they have more than enough runway for growth. Have been growing dividends very rapidly.


Price:
$12.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

This has been a great performer long-term, so it’s perfect for long-term accounts like RESP’s. Run by a very smart management team with a very long track record. They’ve gone from direct holding of real estate assets to more of a fee generating management company. This gives higher margins and they are able to leverage outside investors as well. Not a cheap stock.


Price:
$48.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Must be logged in to use chart BBI-X Blackbird Energy Inc

A gas exploration company focused in the Montney, Canada’s premier gas play. A really good land package and have been working on it for a few years. They finally translated some of the exploration results and have the prospect of getting into production. One issue is access to market. They’ve made some arrangements, so that is coming. This is for people who can take a bit higher risk.


Price:
$0.520
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 BUY on WEAKNESS Must be logged in to use chart C-N CitiGroup

All the banks have had a great run since the Trump election, partly premised on deregulation. Dodd-Franks has been a burden, so deregulation will be good for them. If the regulatory burden gets less, they would then have a lot of excess capital, which could potentially be returned to shareholder by dividends and buybacks. Compared to Canadian banks, this is still very cheap, especially on Book Value. This one is very exposed to international markets, and Mexico comes to mind. On balance, it is probably a good one to get into, preferably after a pullback after its very strong run.


Price:
$59.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 WAIT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

It is always a good time to get into Canadian banks, because it is such a good business model. The last quarter was very good all the banks, and this one did particularly well with the domestic mortgage growth, etc. A lot of their growth comes from the mortgage side, which is benefiting from the strong housing market. This pays a good dividend and has a reasonable growth. After the strong run they’ve had, it might be a time to wait before getting in.


Price:
$117.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Just acquired working interest in the Athabascan Oil Sands. Once again we are seeing foreign companies exiting the Canadian oil patch, which seems to happen every couple of decades or so. Every time they do so, it tends to be a good time to get in. On a running cash flow basis, it is basically a cash flow machine, using the money to buy more properties, grow more or return it to shareholders in the form of dividends and share buybacks.


Price:
$43.040
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

He likes this. It has high leverage to oil prices, and he believes oil prices are going to go higher from here. This has one of the best land positions in Saskatchewan, Manitoba, and the US. In the past, they’ve had some issues with excess of issuing shares that diluted the company on a short-term basis. He feels they are putting a stop to that and will do much better going forward.


Price:
$14.280
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

This has done very well in expanding their business. The thesis is that the Canadian market is under penetrated and under stored compared to the US. They have obviously come a long way in catching up. There is still a couple more years for them, in terms of catching up. They have some feelers in South America. In the meantime, they are going to continue to introduce some higher-priced items. It is a higher risk stock now compared to what it used to be.


Price:
$99.710
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-20 PAST TOP PICK Must be logged in to use chart DRT-T DIRTT Environmental Solutions

(A Top Pick March 1/16. Up 25%.) They had some big orders from the oil patch, but with the oil price downturn, that went away. However, in 2 years they made up all of their lost revenue, and got more sectors involved. There is a lot more room to grow. They are just getting started.


Price:
$6.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Must be logged in to use chart DRT-T DIRTT Environmental Solutions

You could think of this as a modular furniture company, but it is not just furniture. They do walls, they do the whole design. Give them an empty space, they can get it done. It gets measured and put it into proprietary 3-D design software so you can visualize what it looks like. What is more impressive, is that they basically have it all priced out instantaneously. (Analysts’ price target is $8.63.)


Price:
$6.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart FB-Q Facebook

This always trades at a pretty expensive multiple based on short-term earnings, and becomes even more when it becomes clear that this is a default place people go when they want to do online advertising. They’ve been pretty smart in deploying capital and making acquisitions. As long as they continue to do that, this will continue to do well.


Price:
$139.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Basically an electric utility company. Pretty much all the businesses are regulated. This started as Nova Scotia Power. Lately they have been diversifying into the US. The stock has been flat in the last while because they had to issue a lot of stock to finance acquisitions, but in the medium to long term, those will pay off. If interest rates go up there will be some negative impact, but there should be more than sufficient growth to offset that.


Price:
$42.530
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 965 entries
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