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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 Symbol Company Opinion Price
2013-05-08 N/A A Commentary A Comment -- General Comments From an Expert

Markets. On an inflation-adjusted basis we are only back to 1997 levels.  But earnings are 45% higher.  He feels there is some more room for upside to stocks but we are pushing fully valued.  You have to be a really good stock picker.  He is a bottom up manager but one has to be aware of where one is from a top down view. 

 Price:
$0.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
_N/A
2013-05-08 BUY AB-N AllianceBernstein Holding LP

Bought about 2 months ago.  Was a Top Pick for him some time ago.  Pay out virtually all of their income, so there is lots of distribution room.  When we see very low interest rates, a company that can produce this kind of income and be in an area that is expanding, then there is room to go here.  5.9% yield.  Thinks they can bump this up.

 Price:
$25.580
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 DON'T BUY BAC-N Bank of America

Had a lot of overhang from litigation issue.  But more of a concern for him is understanding what is the catalyst for growth.  Loan growth is anemic.  Turning assets at less than 1%.  If it is just a cost cutting story or people feel better about it now, that is not a reason to buy.

 Price:
$13.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-05-08 BUY CVS-N CVS Corp.

(Market Call Minute) drugstore and a pharmacy benefit manager and they are clicking along on all cylinders.

 Price:
$58.290
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-05-08 TOP PICK CYH-N Community Health Systems

Play on aging demographics and on healthcare.  There are a lot of things that are right about this company.

 Price:
$46.100
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 PAST TOP PICK DAN-N Dana Holding

(Top Pick May 9/12, Up 30.36%)

 

 Price:
$17.490
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 TOP PICK DE-N Deere & Co.

South America will be a very good catalyst for them.  Crop insurance in the US helped the farmer.  50% farm equipment.

 Price:
$92.350
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 PAST TOP PICK DIS-N Walt Disney

(Top Pick May 9/12, Up 46.33%) Reported they beat on this quarter.  Film business is doing fantastically.  Iron Man III just came out.  They have Pixar, theme parks, ABC and ESPN, so they are a really good franchise.

 Price:
$65.990
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 PAST TOP PICK ESV-N Ensco PLC

(Top Pick May 9/12, Up 30.91%)

 Price:
$62.060
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 DON'T BUY JNJ-N Johnson & Johnson

(Market Call Minute) Too expensive.  6 months ago he would have bought it because they were having problems with management and recalls.

 Price:
$85.460
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-05-08 DON'T BUY KO-N Coca-Cola Company

Would take a significant pullback for him to be interested in it.  Soft drinks are not a growth area.  But they are executing, and a pristine, well known brand.

 Price:
$42.460
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-05-08 SELL MCD-N McDonalds

(Market Call Minute) Too expensive.  Same store sales struggling and they are relying on the US.

 Price:
$100.950
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2013-05-08 HOLD MOS-N Mosaic Company (The)

You may want to stay with this one.  There are brighter days ahead.  Review in a year.

 Price:
$64.300
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2013-05-08 SELL MS-N Morgan Stanley

This was really beaten down and it has come back off an oversold position, not on fundamentals.  He prefers GS-N, which he owns.

 Price:
$23.670
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-05-08 DON'T BUY MSFT-Q Microsoft

If you go back 10 or 12 years you have seen profits triple but multiple has dropped 2/3rds because it is not seen as a growth story.

 Price:
$32.990
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 973 entries
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