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
2016-03-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Base Metals. A month ago, it was so bad that he had to force himself to do something. The corollary of that was this incredible melt up that we are having. We are 3 weeks straight up. Base metals and oil are 2 of the brighter areas in the market right now.


Price:
$0.020
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
_N/A
2016-03-11 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Index, gold company or physical gold? If you have a really good gold company that is well-managed, under levered and methodically finding gold ounces, it is better to own a good gold company than the bullion. You are talking about 5 companies out of a universe of hundreds of companies. Very difficult to do.


Price:
$0.020
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-03-11 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Zinc? This should fall into a category of something like copper, in that it can be used in more of a consumer process. He likes the idea of zinc, and in 2 year’s time we are just going to fall off a cliff of a supply of zinc. It could still be coming in a couple of year’s time. Nevsun (NSU-T) seems to be the purest play. It is a copper mine, that in 2 year’s time becomes a zinc mine.


Price:
$0.020
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-03-11 COMMENT Must be logged in to use chart ADN-T Acadian Timber Corp

The most important thing in lumber is that it looks like they are going into another softwood lumber agreement. US Forest companies are big landowners and have a big lobby. We were saved last time, because Asia started importing a lot of our West Coast trees, so the company sort of skated on side. Asia is having its own problems right now, so figuring out what the volume should be, having a softwood lumber agreement on top of it, along with our low currency really impacts these companies as to what the probability is. It should be a great time for these types of businesses.


Price:
$19.360
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

A midstream energy player. Currently walking away from an LNG project, which is hopefully a good thing. Where the big companies can’t get their pipelines built, this company can go into bite-size projects, and redeploy their capital. An energy infrastructure in Western Canada that can go into the US. 6% dividend yield.


Price:
$32.690
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-03-11 PAST TOP PICK Must be logged in to use chart BHP-N BHP Billiton Ltd.

(A Top Pick March 4/15. Down 40.42%.) Got stopped out. This is so big, that it is hard to analyse.


Price:
$27.220
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 PAST TOP PICK Must be logged in to use chart BLX-T Boralex Inc.

(A Top Pick March 4/15. Up 25.79%.) One of those companies that is methodical about building out wind. It is basically wind in Québec and France and are executing incredibly well. He switched to something else a few months ago, but it is a great company.


Price:
$15.970
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

Owns their bonds, which almost fit into the category of non-investment grade high yield (junk bonds). They bought assets in the Eagleford, which is turning out to be one of the best assets in the US. It looks like they can make money even at $35US oil. If the oil industry comes back in a year’s time, this is an asset that will definitely get drilled, and thinks it gets bought by anybody in the industry. Doing 30,000 barrels a day. Prefers the bonds, and doesn’t know if he would be looking at the stocks.


Price:
$5.000
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-03-11 HOLD Must be logged in to use chart BTO-T B2Gold Corp.

Everything has shot up so much, that if this is genuinely a real economic recovery and China is not melting down, the stock market and the economy should do relatively well, and gold should come off again. The recent run-up is really just the nervous factor into what was happening in the stock market. He is completely neutral on gold at this point.


Price:
$1.750
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

His main core stocks getting through the last 2 years was Suncor (SU-T) and this. Has been adding to them on the way through. Just sold some to balance his portfolio. Oil needs to go back to $50-$70 in a few years’ time. This is one he wants to own 3 years from now.


Price:
$36.110
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-03-11 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

These are cyclical stocks, so to buy something at the bottom really looks bad. When oil went below $30, no company in Canada was making money. If paying a dividend when you don’t make money and you don’t know how long it is going to be, no company should be paying a dividend. He likes this company, and if he gets his stars to line up correctly, he is probably going to own this again. The best company with oil leverage to get out of this situation.


Price:
$18.340
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 COMMENT Must be logged in to use chart ECA-T Encana Corp

A really tricky company. There was a time where it really looked like their numbers were pretty good, but it sort of became average. That’s okay, but gas prices are so low that the best guys are so good at what they do and so prolific, that this company is just average. Also, has a ton of debt. You need to be in the lower cost producers at this time. If he owned it today, he would be looking at getting out.


Price:
$7.440
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 COMMENT Must be logged in to use chart KEL-T Kelt Exploration

A hybrid oil/gas company with a really great drilling team. The problem is that it is not a pure play. He likes his oil company to be an oil company, and his gas company to be a gas company. He got stopped out of his holdings. It probably does really well in this market, that he prefers bigger companies that have a lot more transparency.


Price:
$4.080
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 PAST TOP PICK Must be logged in to use chart PHX-T Phoenix Energy Services

(A Top Pick March 4/15. Down 67.75%.) Last year was horrific for energy. He was being very defensive, and this one had the ability to stay solvent. He got stopped out. It looks like it is probably time now, from a cost-benefit, that you could really get some leverage buying one of the service companies with a 1-2 year outlook.


Price:
$2.250
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-03-11 TOP PICK Must be logged in to use chart ROG-X Roxgold Inc

About to start mining in Burkina Faso, West Africa. Gold is back and exciting, and Burkina Faso is back and exciting. Burkina Faso is mining friendly because there is not a lot of other stuff going on, and they can get them permitted and build them on time and on budget. He can see this stock getting above $1 in a fair gold market over the next 12 months.


Price:
$0.860
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,249 entries
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