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
2016-07-27 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil Stocks. Western Canada needs around $60 oil to really work. In Cdn$ terms we almost hit that about a month ago, and that is enough to make people feel good and to believe that it is no longer a total disaster. Then the oil price slips, but the feeling is an awful lot better. But it doesn’t mean that we are actually off to the races.


Price:
$0.020
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-27 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. There has been such an amazing move in gold. He likes to look at this in Cdn$ terms, and we are really at all-time highs. If you have your gold mine in Canada with the Cdn$ costs, you are very profitable and you had a good run. Shouldn’t be too overenthusiastic.


Price:
$0.020
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-27 COMMENT Must be logged in to use chart AAV-T Advantage Oil & Gas Ltd

This has done an incredible job of production and getting their costs down. We have a real use of natural gas for electricity air conditioning generation across North America, so gas prices are up. This is not the day that you want to buy gas stocks.


Price:
$8.320
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-27 TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

This is really good at driving little projects such as power, energy processing, etc. There are lots of investing they will be able to do, but are just not announcing it right now. 6% dividend yield.


Price:
$32.610
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2016-07-27 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(Market Call Minute.) It is unbelievable how well the stock has done. This is on his very short list of companies he would own, given the right environment. A lot of the assets are in the US. If the Cdn$ gets to the right price and he can get this on a bad day, he would absolutely own it.


Price:
$12.160
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

A very consistent company over time, and construction is relatively consistent. This is all about their future book. They have debt outstanding. Sometimes the market gets really worried that they have debt, but he thinks it is a very solvent company. It seems hard for the company to grow dramatically, so in really bad times, he is able to buy the bonds with about an 8% yield. Any time the stock is $9-$10, it is interesting, but on a risk/reward basis, where he can buy the bond at 8% it is an incredible way to invest. He just sold his bonds which he felt were fully valued.


Price:
$17.180
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

(Market Call Minute.) This is a fantastic collection of assets. It has a weird payout if you own outside of an RSP. Prefers and owns Brookfield Asset Management (BAM-N).


Price:
$60.240
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 PAST TOP PICK Must be logged in to use chart BLX-T Boralex Inc.

(A Top Pick July 28/15. Up 48.84%.) He was playing defence on these 3 stocks picks, just looking for a way not to get creamed. This has now become a hot stock, so he is no longer in it. Dividend yield of about 3%.


Price:
$19.560
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

This is the most leveraged to the pure oil price. If we had a real rally in oil prices, into the $60-$70 range, this stock would be going to $15. However, if it gets in trouble and if oil goes the other way, he owns the bonds instead.


Price:
$6.210
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2016-07-27 COMMENT Must be logged in to use chart CJ-T Cardinal Energy Ltd

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)?  A really great company and doing a really great job. Low cost oil. Very focused plays. However, if you beat it up and you really have oil sit at $15, it gets in trouble. It looks like they want to build a big company, but are really paying up for things.


Price:
$8.860
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? Crescent Point and Whitecap are very similar and would be on his list. This company really seems to be hunkering down and trying to work with what they have. Very disciplined. This is the one that he would gravitate towards.


Price:
$18.900
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 COMMENT Must be logged in to use chart ESI-T Ensign Resource Service Group

He prefers something like Vermilion which doesn’t have to cut its dividend. These fracing companies should be able to come out of this situation really beaten up and still really do well, as long as they get through it. The timing is starting to feel right.


Price:
$7.190
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 COMMENT Must be logged in to use chart H-T Hydro One

(Market Call Minute.) There is not enough disclosure for him to be comfortable with. Everybody should own it, if it had disclosure.


Price:
$25.820
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 PAST TOP PICK Must be logged in to use chart LIF-T Labrador Iron Ore Royalty

(A Top Pick July 28/15. Up 21.97%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed. The stock had a bounce and he sold into it. Dividend yield of 7%.


Price:
$14.350
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-07-27 COMMENT Must be logged in to use chart NGD-T New Gold Inc.

If there was a tight group of 5 companies that he would find investable right now, this would be in the next level up. Their projects are good, but he never gets a feeling they are super fantastic.


Price:
$6.290
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,298 entries
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