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Compiling comments that experts make about stocks while on public TV.

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Gordon Reid , President and CEO

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
2015-03-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There are a lot of moving parts, and some of them are counter to each other, such as the strength of the US$ which is probably giving fits to the US Federal Reserve. For somebody in the market who wants to be distinguished for good choices, it is a good time. We have had a long time where there has been a period of very, very low dispersion, where most stocks have tracked each other. He has tweaked his portfolio to take advantage of the stronger US$ going for more domestic type companies and scaling out of those that are more international. Had started to see this trend and started to pare back his international industrial exposure some time ago. He is constructive on the market.


Price:
$0.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
_N/A
2015-03-30 COMMENT Must be logged in to use chart AAPL-Q Apple

Trading well below market multiple, yet it is growing at a faster rate. That tells him that over time it will make that up, and go to levels that will take it to a valuation more in sync with the market. This is not overvalued and has some room in front of it.


Price:
$126.370
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 PAST TOP PICK Must be logged in to use chart ALR-N Alere Inc

(A Top Pick March 19/14. Up 34.86%.) Healthcare in diagnostics in all areas of healthcare. They have a flu test that can diagnose in 10 minutes.


Price:
$48.710
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 PAST TOP PICK Must be logged in to use chart BA-N Boeing

(A Top Pick March 19/14. Up 27.01%.) Thinks this has a long ways to go from here. It is obviously built on the cycle of new aircraft development, headed by the 787 Dreamliner. These new airplanes are 7%-10% more fuel efficient than the old airplanes. This is a story that will go into the 2020’s.


Price:
$152.700
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 DON'T BUY Must be logged in to use chart BABA-N Alibaba Group Holding

Has stayed away from US non-domiciled companies. He has uneasiness with the financial reporting. There have also been rumours of counterfeiting, etc. There are other places where you can be more confident.


Price:
$83.900
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2015-03-30 TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

They have both the back and front end of US drugstores. Back end contributes about 70% of revenues and profits. This is a play on the aging population demographics, plus Obama care. This gives a great many more Americans access to insured health benefits. Dividend yield of 1.35%.


Price:
$103.830
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK Must be logged in to use chart ESL-N Esterline Technologies

This sells into the aerospace and defence sectors. They put a lot of dollars into each 350 that is built, in avionics and censors.


Price:
$115.680
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 COMMENT Must be logged in to use chart ESV-N Ensco PLC

Sold his holdings in February at around $30. The tough part of investing and the money making part, is making the difficult decisions when things are going against you. A certain part of his business plan is having a certain percentage of being wrong. Successful investors are right about 70% of the time.


Price:
$21.120
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2015-03-30 BUY Must be logged in to use chart F-N Ford Motor

Brought out 28 new models last year, which kind of hurt in the short term, because they had to shut down production. F150, their huge driver, had been remodelled and reengineered which cost them in 2014. Going forward, this is a good Hold. There is good opportunity for this.


Price:
$16.160
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2015-03-30 COMMENT Must be logged in to use chart GE-N General Electric

Sold his holdings. One of the top down influences that he felt was that he didn’t want to favour his portfolios with companies that were exposed to non-US denominated revenues because they would be averting by a stronger US$, which has sort of come to pass. The French government got involved with their negotiations and started to extract concessions from GE, and this didn’t leave a very good taste in his mouth.


Price:
$25.120
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2015-03-30 PAST TOP PICK Must be logged in to use chart GOOG-Q Google

(A Top Pick March 19/14. Down 1.15%.) Very innovative company, but going through a “low” in terms of monetization of new products. They are putting in huge amounts of CapX into new developments. It continues to grow fundamentally at a much better rate than the price might indicate which leads the valuations to come down. This is a solid 15% grower which represents a really good value.


Price:
$552.030
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 COMMENT Must be logged in to use chart HD-N Home Depot

A very good, well-managed company. At this point in time it is very well positioned for the economy that is slow growing, but certain areas of it have lots of potential. The household formation of the US peaked in 2005-2006 in the $1,500,000 range. We are just now poking our head above the $1 million range. Because of this, there is a long ways to go to getting back to full capacity of household formation. This company is uniquely positioned to take advantage of that. Trading at about 20X earnings.


Price:
$114.630
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 SELL Must be logged in to use chart KRFT-Q Kraft Foods Group

Merging with Heinz. Heinz is a high priced low growth situation, like a lot of the packaged foods types of companies. Habits are changing. If you own, grab your money and move on.


Price:
$90.610
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2015-03-30 COMMENT Must be logged in to use chart MCD-N McDonalds

Have had trouble over the last few years. People are concerned about management. Part of their problem now is the menu. People globally are changing their habits, and companies have got to adapt quickly.


Price:
$97.880
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2015-03-30 COMMENT Must be logged in to use chart QCOM-Q Qualcomm

With their problems they had in China and a number of their customers not honouring the royalty and licensing agreements, the stock dropped considerably. He felt it was a little bit overdone, so when the stock moved back up into the low $70s, he exited.


Price:
$68.880
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 1,501 entries
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