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

Viewing Expert

Colin Stewart , CEO & Portfolio manager

JC Clark Investments Ltd.


Date Signal Chart Symbol Company Opinion Price
2016-12-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He had been quite cautious on bonds prior to the US election. There is still risk out there. There is going to be uncertainty as to how US policies will be implemented, and if the Trump administration is protectionist at all. So far, he seems to have moderated some of his views. Talking about tax cuts, deregulation, infrastructure spending all of which are generally very pro-growth and good for business, and ultimately good for the US economy and equities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
_N/A
2016-12-01 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Marijuana stocks? He wouldn’t invest in any marijuana stocks. If you have made some money, he would suggest you take some profit. A lot of these companies are growing quickly and could become much bigger, but looking at the valuations and market capitalizations that are being placed on these companies, it is reminiscent of the tech boom back in 1999 and 2000.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2016-12-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Will the growth in a dividend stock negate any negativity from a rising interest rate? In the short term, there is a risk that you get a rotation impacting companies, but if you have a company where the dividend can consistently increase, investors are generally willing to pay for that. If you have a long-term view and you like dividend stocks, these types of companies are not a bad place to be.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
_N/A
2016-12-01 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks. These have been good long term stocks to own, but in general, US banks are more attractive. They’ve been depressed and valuation multiples have been about the same as Canadian banks. However, the environment is going to be better as far as rising rates for better net interest margins. The US housing market has recovered, but still has room to grow, whereas the Canadian housing market has concern that it is at a peak and is leveling off.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-01 COMMENT Must be logged in to use chart AD-T Alaris Royalty

Almost like a private lending business where they have different stakes in companies through loans or preferred share agreements. Some of those have been troubled recently which has caused the share price to come off. He is not fond of the business model and they have a reasonable amount of debt which he doesn’t like. Some of the underlying investments have not been doing all that well.


Price:
$22.820
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-01 PAST TOP PICK Must be logged in to use chart BRB-T Brick Brewing Company Ltd.

(A Top Pick Jan 28/16. Up 63.08%.) There have been a lot of good things happening. They’ve been growing and have a brand-new facility in Waterloo. Have been winning new contracts to fill that capacity up. There has been a huge amount of legislative change in Ontario in the beer industry, which is allowing craft brewers like this one, to get a lot more space on the shelves.


Price:
$3.120
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 COMMENT Must be logged in to use chart CRM-N SalesForce.com Inc.

A great company. The stock hasn’t gone up a lot, and is still trading at a very high valuation level. You are paying for a lot of good things to happen. Today, when there are so many good companies that are still growing and have pretty powerful brands, they are more attractive from a valuation standpoint, and those are the things that he is looking at. You are taking more risk in a name like this that is trading at a 70X earnings multiple.


Price:
$68.460
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2016-12-01 DON'T BUY Must be logged in to use chart CWB-T Canadian Western Bank

He likes the financial sector, but believes the US banks are the better place to invest right now. A well-run company, but the stock is up quite a bit in recent months, probably around optimism on oil prices. The stock is not overly cheap. Feels there are better places to invest in, in financials.


Price:
$30.310
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-01 DON'T BUY Must be logged in to use chart DH-T DH Corporation

(Market Call Minute.) Stay away from this. There is too much debt on the balance sheet. They recently cut their dividend.


Price:
$18.920
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-01 BUY on WEAKNESS Must be logged in to use chart DIS-N Walt Disney

(Market Call Minute.) A great branded company with a lot of good businesses. This is one to own for the long-term, and on any pullback, he would look to buy it.


Price:
$98.940
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-01 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

A great growth story in Canada over many, many years. He is not attracted to it because of valuations. The question is how much more can they continue to expand. Also, they may suffer a little in this environment where investors rotate out of these types of names. Not a bad company, just a little expensive for his liking.


Price:
$102.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2016-12-01 TOP PICK Must be logged in to use chart FFH-T Fairfax Financial

This has come off quite a bit recently, giving investors an opportunity to buy a high quality, global property/casualty insurance business. It is firing on all cylinders. For a long time, they’ve had an incredible long-term track record, but for the last number of years returns haven’t been as good. You have the insurance business operating at low 90%-91% combined ratio, so they are earning a lot of money there. Recently took off a lot of their equity hedges and got out of a lot of their bonds just before the election. There are now in an enviable position where they can redeploy their huge amount of cash into higher yielding investments. Trading at close to BV. Dividend yield of 2.28%. (Analysts’ price target is $764.97.)


Price:
$637.600
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 BUY Must be logged in to use chart GE-N General Electric

(Market Call Minute.) A great way to participate in an improving US economy. They’ve made a big bet on energy, so this is another way you can get some leverage to the energy sector. A good solid business and they pay a nice dividend.


Price:
$31.390
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-01 DON'T BUY Must be logged in to use chart HBC-T Hudson Bay Co.

A cheap stock and they are doing everything they can. Have made a lot of acquisitions and now owns Saks. They’ve expanded in the US. They are trying to focus on the higher end consumer, as opposed to being stuck in the middle and facing competition from the Walmart’s etc. A very, very difficult business and is obviously in secular decline.


Price:
$14.920
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2016-12-01 COMMENT Must be logged in to use chart HSE-T Husky Energy

This is positioned to benefit, like many of the other large cap energy companies, from rising oil prices. It’s a big company with great assets. To the extent that they are going to get into the pipeline business, those assets are more stable and less volatile. Trading at a reasonably low cash flow level.


Price:
$15.770
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
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