stockchase picture

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

Viewing Expert

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
2016-01-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The fed’s impact on the markets has led to low volatility that has not been normal in the past.  We are getting back to normal now.  Good companies will attract greater amounts of capital and propel their stock higher.  Last year he said he would like to see a quiet, flat year in the market because the market was getting too distant from earnings. 


Price:
$0.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
_N/A
2016-01-21 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Buy US stocks at today’s currency exchange rate?  If you find a good company, you buy it.  Over the long term currency doesn’t have a big effect.


Price:
$0.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Telecom would produce the best dividend as a sector.  You want a predictable stream of cash and the stability and growth of dividends is a good thing to look for.  Just seeing high dividends is a bit dangerous. 


Price:
$0.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
_N/A
2016-01-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US equities outperform Canadian?  He thinks it is likely.  US institutional investors have shorted Canadian banks.  Commodities are weak.  There is opportunity in both places and you should not bet on one place or the other.


Price:
$0.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
_N/A
2016-01-21 DON'T BUY Must be logged in to use chart AA-N Alcoa

Tied to the commodity complex and so he shies away from it.  They are not in control of the commodity.  There has been a historic oversupply of aluminum. 


Price:
$7.090
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2016-01-21 TOP PICK Must be logged in to use chart AAPL-Q Apple

(Top Pick Jan 15/15, Down 7.65%) They are in the midst of a ‘weak refresh’.  The market is looking to the iPhone 7 later this year.  Here is a company that makes 60% of their revenue from an iPhone with a 40% margin.  Their customers are loyal.  73% of iPhone users have an iPhone 5 or older.  There is huge opportunity due to the upgrade cycle to the 7 and successive products.  A third of their market cap is in cash.


Price:
$96.300
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 DON'T BUY Must be logged in to use chart AB-N AllianceBernstein Holding LP

He did quite well and sold it a couple of quarters ago.  He sold because it was very exposed to the fixed income market.


Price:
$18.590
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2016-01-21 DON'T BUY Must be logged in to use chart AMZN-Q Amazon.com

It does not fit into any box.  It is tough to analyze.  50% of online shipments over Christmas came from this company.  It is a really good model.  If they cut back on reinvesting cash flow into the business it would create earnings. 


Price:
$575.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2016-01-21 BUY Must be logged in to use chart BA-N Boeing

They have a healthy backlog ($500 Billion).  They have a high degree of visibility.  There has been an issue of some airlines trying to talk down new orders saying there is a glut of wide bodied jets.  He thinks there is a bit of gamesmanship going on.  For the long term, you should own it.  It is a cash flow story.


Price:
$123.400
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2016-01-21 COMMENT Must be logged in to use chart BAC-N Bank of America

All the US banks are going to work in tandem over time.  Some are more senior in terms of their structure and it shows in their valuations.  The street is a bit worried the fed will not increase rates at the pace they thought.  The market is not as confident in this one as it has some more senior issues.


Price:
$13.360
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2016-01-21 BUY Must be logged in to use chart BECN-Q Beacon Roofing Supply

It is a play on the US housing market: new homes and home repair.  You can’t avoid a new roof.  They are the second largest roofing company in the US.  The metrics are very positive. 


Price:
$37.670
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 WAIT Must be logged in to use chart CSCO-Q Cisco

He owned it years ago and did well.  A lot of their technologies have become commoditized and the competition has become extreme.  The CEO has stepped aside.  He may be talking about this one in two or three years.  He would want to have more certainty before committing capital to it.


Price:
$22.900
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2016-01-21 TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

They are a strong pharmacy benefit manager, as well as a pharmacy.  They recently bought Omnicare, who supply nursing homes with a billon prescriptions a year.  They are predictable.  15 times earnings.  It is a great place to be if you are nervous about China.


Price:
$94.480
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 DON'T BUY Must be logged in to use chart DIS-N Walt Disney

45% of their revenue comes from ESPN and ABC.  Cord cutting may mean they are left out.  He thinks their other businesses will grow and cause this 45% to drop.  He would prefer Time Warner if he was going for a media stock.


Price:
$94.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2016-01-21 STRONG BUY Must be logged in to use chart DY-N Dycom Industries

They are a supplier to the telecom industry.  They run cable throughout the US.  Needs are big.  The bandwidth in place is not enough.  It is down and it is a great buying opportunity.


Price:
$62.610
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 1,700 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.