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

Viewing Expert

Gordon Reid , President

GoodReid Investment Counsel

Address
47 Colborne Street
Suite 400
Toronto, ON
M5E 1P8

Contact Info
Telephone: 416.364.0890
Toll Free: 1.888.466.3734
Fax: 416.364.1788
Email:


Date Signal Chart Symbol Company Opinion Price
2017-01-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He started to see changes in the economy last summer.  The bond yield was going up even before the election.  Trump and the republican’s control of the house is the catalyst for them to get control and stop the fed dictating the direction of the markets.  He has seen a major change and he was preparing for it well before the election.  He knew there had to be a catalyst for some change even if it was not Trump.  It has treated him quite well.  He is in cyclical companies that will benefit from economic growth.  He has been increasing weightings in financials for the last couple of years.  A flat yield curve could not go on indefinitely.


Price:
$0.020
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
_N/A
2017-01-26 PAST TOP PICK Must be logged in to use chart AAPL-Q Apple

(Top Pick Jan 21/16, Up 29.11%) You just have to know a few facts about it to be comfortable.  One is that a third of their capitalization is in cash.  They can now bring that back to the US.    They have about a billion devices out there and a 93% loyalty rate.  They are trading at a modest valuation. 


Price:
$121.940
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-26 BUY Must be logged in to use chart AMGN-Q Amgen Inc.

He likes it and likes the space.  He likes the bio-based companies.  He owns CELG-Q.  He cannot say anything too negative about AMGN-Q.  It is trading at about 12 times earnings so good value, 7% cash flow yield and they are expanding their portfolio.  There is good runway for them. 


Price:
$152.980
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-01-26 BUY Must be logged in to use chart ANTM-N Anthem Inc

A place in the insurance health care space you want to be in until things in that space work out.  Blue Cross/Blue Shield. 


Price:
$152.400
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-26 BUY Must be logged in to use chart BAC-N Bank of America

He believes it has high growth potential.  He bought right before the election.  It represents the best play on rising interest rates.  It should get 50 cents a share increase for every percent rise in interest rates, plus there is deregulation.


Price:
$23.440
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-26 DON'T BUY Must be logged in to use chart CAT-N Caterpillar

Had a great deal of difficulty for a number of years.  They made an untimely move into mining way back.  It was untimely.  They went way down because commodity prices and economic growth in China both declined.  They just reported okay results recently.  It is not a near term story.  Future good news it built into the stock price so he would avoid it.


Price:
$97.220
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-01-26 DON'T BUY Must be logged in to use chart CSX-Q CSX Corp

Hunter has moved to this rail.  This is not CP - 2.  It is not the same situation.  Different time, valuation and different railway.  Their coal business was 20% of the business and has dropped right off.  They tried to replace it with intermodal with some success, but struggling.  Their ratio is now below 70 and there is only so much Hunter can do.  It is a valuation story and it is in the hands of the economy.  He would pass on it.


Price:
$48.600
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-26 PAST TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

(Top Pick Jan 21/16, Down 13.41%) Many of the comments he made about WBA-N apply here. People are waiting to see the dust settle.  These companies continue to do well.  They are a good place to be patient.  Just because you are not rewarded on price does not mean you are happy with the fundamentals.  Trade less rather than more.


Price:
$79.330
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-26 BUY Must be logged in to use chart DY-N Dycom Industries

They do wiring for major telecoms and cable companies.  They are wiring the US for 1 Gigabit bandwidth.  This is a very good company and not too expensive at 15 times earnings.  It is a strong component of a portfolio.  There is definitely room to grow for this company. 


Price:
$80.320
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-26 DON'T BUY Must be logged in to use chart EBAY-Q eBay Inc

AMZN-Q is the 1000 pound gorilla.  Any choice in this space has to take them into account.  EBAY-Q has done a good job.  They beat street consensus.  Their site is improving and ease of use is improving.  There were up a Million users of 160 Million last quarter.  They have a robust stock repurchase program going on.  He would not own it.


Price:
$31.740
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-01-26 TOP PICK Must be logged in to use chart FB-Q Facebook

It has a lot of room to go.  The metrics are outstanding.  They are monetizing various areas very effectively.  They are coming out with VR and AI.  Their core business is where there is potential.  People’s time on Facebook is increasing.  25% of the average adult’s time is spent on mobile, but advertising budget allocation does not reflect this.  (Analysts’ target: $153.24).


Price:
$132.780
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-26 SELL Must be logged in to use chart GILD-Q Gilead Sciences Inc.

A low price can get lower and a high price can get higher.  Don’t rely on 52 week highs or lows as a cap.  It is a one product company with competition coming at them aggressively.  They are putting away a lot of cash. If they made an acquisition there would be opportunity. He would look elsewhere, but it does not mean there could be a transformational deal.


Price:
$71.220
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-01-26 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

A new wave media company coming out with earnings tonight.  He expects $35 a share earnings, up from $29 last year. (Analysts’ target: $971.64).


Price:
$804.570
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-26 DON'T BUY Must be logged in to use chart JNJ-N Johnson & Johnson

They made a major acquisition today.  The largest pharma in Europe, trying to pick up the drug.  JNJ is a well run company.  They were split evenly in the past between their businesses, but now the pharma is starting to dominate.  They are no longer to be compared with the consumer space.  But it is not a compelling opportunity to him based on fundamentals.


Price:
$111.840
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-26 COMMENT Must be logged in to use chart MA-N Mastercard Inc.

V-N vs. MA-N.  He thinks V-N is the best company and owns it.  It has a better foot hold in the debit card space.  They process $1.9 trillion in transactions each year.  Debit is becoming the favoured plastic now.  Expect 20% growth rate in earnings.  Card penetration in Europe is only about 25% vs. 35% in North America.


Price:
$109.380
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 1,927 entries
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