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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
2015-07-22 PARTIAL SELL Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is less exposed to foreign exchange translations and has moved a little bit away from the industrial base in the US which has a headwind of FX, and into more domestic situations. It is paying off for him.


Price:
$0.020
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2015-07-22 DON'T BUY Must be logged in to use chart AA-N Alcoa

His concern is that they didn’t control a lot of their own destiny. From a supply standpoint, there was a long history of oversupply in the industry and they have shuttered 30%-35% of their production, but they don’t control China. Chinese production has increased dramatically in the last 6-12 months and have flooded the market. Aluminum prices have fallen and this company stock price has gone down.


Price:
$9.990
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2015-07-22 STRONG BUY Must be logged in to use chart AAPL-Q Apple

Reported revenue growth of 33% year-over-year and earnings growth of over 45% which slightly exceeded expectations that were posted on the street, and yet the market still sold off. This is a lesson to march to your own drummer as opposed to what the market might be telling you at any given point in time. Their new watch to him is more of a sensory device, a beginning of a new category, that is extremely exciting. People who get caught up in the idea that it is a watch are missing the point. This is going more into an incredibly important social device. It is going to have implications from a social standpoint and a medical standpoint. Stock is not expensive and this is one of the fastest-growing companies that he knows of. It has innovation, capital distribution through dividends and stock buybacks, and it has China. China now represents about a quarter of their total revenues.


Price:
$125.220
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 HOLD Must be logged in to use chart AIRM-Q Air Methods Corp

An air transportation ambulance service, both community and hospital-based. An erratic stock as it is subject to weather. About three quarters of their fleet are helicopter based, and sometimes just cannot fly. However, that will even out over time.


Price:
$41.700
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 PAST TOP PICK Must be logged in to use chart AXL-N American Axle & Mfg Hldgs Inc.

(A Top Pick July 24/14. Up 5.2%.) Sold off along with all of the derivative plays to the US OEMs. Part of it is the foreign exposure to a slowing China market and a slowing Europe. A little confounding why this sold off because 85% of their revenues come directly from the US. Feels it is mispriced and would be a buy here.


Price:
$20.210
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 COMMENT Must be logged in to use chart AXP-N American Express

The natural reaction in a discussion in this company is that if interest rates rise, are they going to suffer greater credit losses which will inhibit earnings. Probably not because the profile of the average American Express card holder is very positive and tends to be wealthier individuals. He prefers the Visa (V-N), MasterCard (MC-N) group over this company’s model. This one takes on credit risks, while the other 2 are just transaction companies. (See Top Picks.)


Price:
$78.990
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 PAST TOP PICK Must be logged in to use chart BA-N Boeing

(A Top Pick July 24/14. Up 20.44%.) Just reported earnings which were very favourable. They are now in production on the 787 Dreamliner. Also, have the 737 Max. Have about a $4 billion backlog, which is just on the commercial side. If you include the defence side, it is over half a $1 trillion. Has great visibility. It is very important for airlines to have a newer fleet, and this is right in the sweet spot.


Price:
$146.470
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 COMMENT Must be logged in to use chart BAC-N Bank of America

All of the US banks are coming back. The catalyst for growth is higher interest rates, which will enable them to make money. He prefers Citigroup (C-N) and Wells Fargo (WFC-N).


Price:
$18.450
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2015-07-22 BUY on WEAKNESS Must be logged in to use chart BIIB-Q Biogen IDEC Inc.

Has been watching this for a little while. It doesn’t trade at an extreme valuation and they have a nice pipeline. A drug that propelled them recently was their new Alzheimer’s one that is still in testing. A very promising drug. In a short time they are going to come out with the results of a new test on it. He thinks the market will react on this, so he would be hesitant to buy in front of that. If you can buy this in the $350-$375 area, it has a lot of promise.


Price:
$391.740
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2015-07-22 COMMENT Must be logged in to use chart BX-N Blackstone Group LP

An interesting company. Have about $280 billion of assets. It is a pure play on the financial industry. They manage private equity groups, mezzanine financing, senior debt offerings, etc. Heavily related to the real estate market. They have done well. Have about $45-$50 billion in their war chest. It is a limited partnership and there are tax ramifications for Canadians.


Price:
$41.500
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2015-07-22 PAST TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

(A Top Pick July 24/14. Up 41.79%.) Recently bought Omnicare, a provider of long-term care, which wrote over 100 million prescriptions last year. They have a demographic tailwind. Also, have new healthcare regulations in the US, which is making it easier. A great space to be in. Still a Buy.


Price:
$110.980
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 COMMENT Must be logged in to use chart DIS-N Walt Disney

Time Warner (TWX-N) versus Disney (DIS-N)? These are both great companies. Thinks Time Warner has a better valuation profile and is not as expensive.


Price:
$119.330
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2015-07-22 BUY Must be logged in to use chart FDX-N FedEx

UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy this. This is in the middle of a reorganization that is saving them about $1.6 billion a year, which is pretty meaningful. A lower fuel cost is also very important.


Price:
$168.500
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 SELL Must be logged in to use chart GLW-N Corning Inc

Did a deal with Samsung where they bought out their joint venture and gave the company quite a boost. A lot of the products that this company is involved with can be commoditized. Whenever that happens, you tend to find that you sell more of it, but at a lower price. As an investor, that is not a great place to be.


Price:
$18.780
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 DON'T BUY Must be logged in to use chart JNJ-N Johnson & Johnson

Made up of about 40%-45% pharma with the rest split between diagnostics and consumer products. The Pharma side is doing very, very well. The consumer side is doing pretty well, but diagnostics and devices are not doing so well. Trading at a relatively rich multiple and their growth is somewhat muted.


Price:
$100.180
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,570 entries
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