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

Viewing Expert

Rick Stuchberry , VP & Portfolio Manager

Richardson GMP


Date Signal Chart Symbol Company Opinion Price
2016-09-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are still in a long-term bull market, and everything is intact, especially technically when you look at the long charts. Looking at earnings forecasts going forward, the preponderance of stocks looks higher, not lower. We are in a transition period, and we have been in these before. We had a 2-year sideways hiatus, which is not unusual, because we have had these before in long-term bull markets. One started after the war in 1946-1947. In the mid-1950s, it went sideways for 2 years, and then more than doubled from that break out. There was the 1987 crash where we mumbled around and then cut back up, and went sideways in the early 90s. Again, we had a huge move off the back end of that. We are now almost 2 years in a sideways move. Once we get past the short term noise of the US election, it is going to be higher. With the shrinking of the breadth of investors, we are getting more volatility, and is something we are going to have to get used to. It is a trend towards individuals giving money to institutions to manage or putting it into ETF’s. He is wary of utilities and high yielding stocks, because at some point bond markets are going to reverse.


Price:
$0.020
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
_N/A
2016-09-14 COMMENT Must be logged in to use chart AAPL-Q Apple

This is a great company. However, it has the law of big numbers working against it. In order to make any kind of significant move, it has to have stellar introductions and things really have to be on a large scale to get it to go. If he is right on his view of the market, then this stock will be going up.


Price:
$111.770
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 BUY Must be logged in to use chart ABEV-N Ambev S.A.

The beer business is a nice steady business, and the consolidation in the industry is where the money has been made. There are a couple of monster brewers out there that own a lot of the breweries. However, underneath that, there are a lot of craft brewers that are taking market share. He wouldn’t have any qualms in owning this, and it has a reasonable yield. It doesn’t meet his requirements of growth plus dividends.


Price:
$5.880
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 WAIT Must be logged in to use chart AGU-T Agrium

Potash (POT-T) or Agrium (AGU-T), or wait? He would wait and let the dust settle. In general terms, it is a good idea. There will be a consolidation and there will be lots of savings and lots of synergies. What you don’t know is what the consolidated situation is going to look like, and how many shares you are going to get.


Price:
$116.650
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 PAST TOP PICK Must be logged in to use chart BABA-N Alibaba Group Holding

(A Top Pick Aug 31/15. Up 53.57%.) This has the potential to go so much further than it has gone, because it is an international story, rather than a China or Asian story. There is lots of room for growth.


Price:
$102.400
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 BUY Must be logged in to use chart BCE-T BCE Inc.

A lot of people have gone to the telcos for income. You are going to get your dividend, which is safe, and a bit of growth. It’s a good place to go. He prefers having growth with a dividend, and this has a little bit of growth.


Price:
$60.130
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

He likes the Brookfield group. A well run company. This is going to be good in the future. We have to get some fiscal policy to try to match the monetary policy. Hopefully after the US election we will see some of that.


Price:
$62.800
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

This has great value, but you have to wait for the underlying commodity to move up. This company is a low cost producer. The question is, how long do you have to wait before you start to get a return.


Price:
$11.440
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

All the Canadian banks look good. The dividends are fine. Canadian banks are trying to expand out of Canada and do other things, and he has no qualms with this one.


Price:
$101.400
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

If he is right on the market, rails will be fine, and will go up. He prefers this one right over Canadian Pacific (CP-T). Transports will go with the market. It makes sense that if the economy gets stronger, the transports will get stronger.


Price:
$80.920
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 BUY Must be logged in to use chart CSCO-Q Cisco

He owns this because it has a good yield and has lots of growth in it. Has a great cash position. Very well-run. The great thing with this is that you have to plug into Cisco in a lot of the technology that is going forward.


Price:
$31.000
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 COMMENT Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

This had a great 2014-2015 and the stock moved up a lot. Money has not rotated back into the sector yet. Amazon (AMZN-Q) is having an impact on retailers everywhere. Thinks a lot of investors are wondering how well these companies are going to do in that environment.


Price:
$131.770
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-14 COMMENT Must be logged in to use chart G-T Goldcorp Inc

You have to look at this on the basis of are we in a bull market for gold. This company has had a little bit of digestive problems on some of the operation side, and it has lagged the rest of the sector. If you like the outlook for gold, this company is fine to own.


Price:
$20.780
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-14 PAST TOP PICK Must be logged in to use chart GE-N General Electric

(A Top Pick Aug 31/15. Up 24.28%.) This company has reinvented itself. They have moved a big part of their business into service. The servicing part means they are going to get fees and contracts. He really likes the outlook and thinks it could go significantly higher.


Price:
$29.700
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 DON'T BUY Must be logged in to use chart GM-N General Motors Corporation

He owns Ford (F-N). They all look really cheap, but the problem is we are not getting any money flows into the sector. We are in a transition in the sector, such as driverless cars and new technology, and investors don’t quite know what to do with it all.


Price:
$30.710
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 999 entries
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