Viewing Expert Bill Harris, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Bill Harris, CFA , Portfolio Manager

Avenue Investment Management


Date Signal Chart Symbol Company Opinion Price
2017-01-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  They are having trouble getting access to pipelines. Gas is huge in North America.  An exciting part of Western Canada is Gas. But you are having trouble getting your gas taken away.  When gas supply came off last year, the price went up.  Now Oil and associated gas is going to come on line.  Companies are being asked to commit for very long terms for gas transmission and they just can’t commit to the current transmission prices that long (10 years).  So companies now just can’t get all their gas to market.


Price:
$0.020
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
_N/A
2017-01-23 PAST TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

(Top Pick Dec 1/15, Up 9.95%) There was no growth and it was at 7% yield.  You can double your money in 10 years.  It is still 6.5% and they incrementally added little businesses.  Today they announced $170 Million in expansion.  This stock is still being penalized. 


Price:
$32.280
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Yes
2017-01-23 DON'T BUY Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

If interest rates go up, this is the company that gets hit in this sector.  He did not get excited about the price coming off a bit when interest rates went up.  It is a great company and now his nervousness is more on the strength of the US$.  He would buy if it was not for the macro factors.  5.5% yield.


Price:
$11.260
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-23 BUY on WEAKNESS Must be logged in to use chart ARX-T Arc Resources Ltd

Gas is constrained (See today's market comment above).  ARX-T never got cheap last year when gas pulled back.  He bought TOU-T and then VET-T.  He would have bought ARX-T, but it just never came off.  It never got creamed.


Price:
$20.430
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-23 TOP PICK Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

If oil can creep up to the mid-$60s, CNQ-T should go up another $5-10.  It is how well they execute on the oil sands side.  2.5% yield.  This time last year they were building their business.  Now they are waiting for everyone else to develop their technology and then drill up everything and make tones of money.  (Analysts’ Target: $49.78).


Price:
$39.240
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Yes
2017-01-23 COMMENT Must be logged in to use chart DML-T Denison Mines Corp

There are only two ways to play uranium:  DML-T and UU-T.  Uranium just needs to tip up and then away they will go.  CCO-T has real operating numbers, but they are really bad.


Price:
$0.980
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Unknown
2017-01-23 COMMENT Must be logged in to use chart FNV-T Franco-Nevada Corp.

He owned it until recently.  1% yield.  He would need it to double in 10 years.  They are doing such a good job and so may be able to in fact double it in 10 years.  He is continuing to analyze it.  He prefers OR-T.


Price:
$85.980
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-23 DON'T BUY Must be logged in to use chart H-T Hydro One

You are supposed to own this, but… it is such a bad company and is in the process of being fixed, that you cannot get a sense of what they are doing.  Also, the government can change the terms of what they can do.  Around $20 it might be so cheap you could ride out volatility.  The electricity market is so dysfunctional that you should not be in it.  Wait until it completely crushes the economy and has to be completely restructured.  Labour costs are incredibly high, very inefficient. 


Price:
$23.490
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Unknown
2017-01-23 BUY Must be logged in to use chart IPL-T Inter Pipeline

It is a core holding for him, slightly under 6% yield.  The oil sands are staying on for 50 to 100 years and this is a money creator.  They keep doing incremental things. 


Price:
$28.540
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Yes
2017-01-23 TOP PICK Must be logged in to use chart KEY-T Keyera Corp

This is all those stocks coming off and where can we still have exposure to this sector and the infrastructure.  4% yield and 50% distribution.  It is a really well run business and he wants to own something in the infrastructure space.  (Analysts’ Target: $44.73%).


Price:
$38.990
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Yes
2017-01-23 BUY on WEAKNESS Must be logged in to use chart PEY-T Peyto Exploration & Develop.

There was a downgrade by Barkley’s today.  The winter is now quite mild and any tightness in the commodity on the stocks is now coming off.  He would rather get these stocks on a really bad gas day.


Price:
$28.220
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Unknown
2017-01-23 PAST TOP PICK Must be logged in to use chart ROXG-T Roxgold Inc

(Top Pick Dec 1/15, Up 136.92%) He never took the hit in the gold market.  It can operate efficiently and now they are drilling deep and we should have more gold by year end.


Price:
$1.440
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
Yes
2017-01-23 DON'T BUY Must be logged in to use chart TECK.B-T Teck Resources Ltd. (B)

The coal market in China was the big one.  He bought the bonds when the coal market dropped off.  They cut off mining of this in China and the price went way back up, but now coal production in China is starting to come back.  He has RIO-N.  There are too many things in TECH.B-T that can go the other way.


Price:
$31.990
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-23 WATCH Must be logged in to use chart THO-T Tahoe Resources

One of the places he absolutely wants to be positioned in right now is gold.  Under Trump you could get 2% inflation and 3% growth or 3% inflation and 2% growth and we don’t know which it will be yet.  So he would still like to have 5-7% in gold.  He still likes royalty companies.  He is watching this company very closely.  It is a bit expensive, but they are working their way to being a TSX mid-cap company that will be on everyone’s comp sheets.


Price:
$12.340
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-23 PAST TOP PICK Must be logged in to use chart TOU-T Tourmaline Oil Corp

(Top Pick Dec 1/15, Up 19.05%) You benefited from the run up in the Nat. Gas price.  He would be in an energy infrastructure stock.


Price:
$30.600
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
Showing 1 to 15 of 1,316 entries
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