stockchase picture

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

Expert Index

List by First Name

List by Last Name

Rick Stuchberry , Sr. VP & Sr. Portfolio Manager

Richardson GMP


Date Signal Chart Symbol Company Opinion Price
2014-08-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Thinks we are going to get a correction, but he is anticipating it will be more of a sideways consolidation phase. There is so much cash on the sidelines that every time these stocks tried to pull back, there is a wall of buyers that say “I could use a 3.5% or a 4% dividend” and you see cash coming into these big blue-chip stocks. At every opportunity they try to pull back, they meet with a wall of buyers, and the market sort of flips up a little bit, but doesn’t go anywhere. Feels the fundamentals support the pricing that we are seeing in that sideways pattern. Earnings in the last few weeks have been pretty well right on with what people were expecting. The longer trends are still pretty solid. We haven’t broken down through any of the major indices in the market. Oil stocks, because they have had such a big move, might go back a little more than the rest.


Price:
$0.020
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
_N/A
2014-08-08 PARTIAL BUY Must be logged in to use chart ALA-T Altagas Ltd

Likes what they are doing. It would be great if we can get some LNG to the coast and get some approvals, because this is one of the companies involved in one of the projects. They do things very well. If you are not sure, just Buy part of it and then add to it. 3.6% yield.


Price:
$49.330
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Is $31 a fair price to compensate the dividend difference between this and Bell Aliant (BA-T)? He thinks the Bell Alliant people should be happy. There wasn’t much growth there. The difficulty for them was staying current. He thinks the move by Bell was the right thing.


Price:
$48.210
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

Have had a relatively tough quarter in that it is hard to sell popcorn if there are no people in the seats. There weren’t enough blockbusters. This is a very well run company and he wouldn’t be too concerned about it. Feels this is a good, solid, long-term investment.


Price:
$40.030
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Going to have a management change soon, so good things could happen. There has been some slippage over the years, but they have a great format. They are diversified and have a good brokerage operation. Have wealth management. They could do well.


Price:
$99.350
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 COMMENT Must be logged in to use chart EMA-T Emera Inc

An interesting utility with a nice yield to it. It is doing things that are sort of outside the box. They are looking at cables from the new development up in Labrador, to bring Hydro down. Have got the offshore gas that comes in from Nova Scotia. He didn’t buy this because he just couldn’t find enough growth. His model says they need 10% growth with the yield and he hasn’t seen this. It has the potential to get some growth.


Price:
$33.610
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 PAST TOP PICK Must be logged in to use chart F-N Ford Motor

(A Top Pick Nov 22/13. Up 1.85%.) Still thinks this is going to go forward. They have done all the right things. Didn’t take any TARP money and didn’t go into bankruptcy. Have 20 new models coming out next year, which they are going to take to Africa and other places. Balance sheet has been hugely improved.


Price:
$17.090
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 COMMENT Must be logged in to use chart HBM-T Hudbay Minerals Inc.

If you are buying this or any of the big mines, you are positive on the China story. He thinks China is going to get better and the numbers are going to justify it by the end of the year. They have said they are going to grow their economy by 7.5% and the numbers look like it is going to be even higher. That means they are going to have to import a lot of materials to get there. He would treat this as a trade, not as a long term investment. (See Top Picks.)


Price:
$11.190
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 DON'T BUY Must be logged in to use chart KRFT-Q Kraft Foods Group

Has had a heck of a run. Likes the food business very much, but he is having trouble with this company’s growth. Where are they going to expand and what are they going to do?


Price:
$55.550
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 COMMENT Must be logged in to use chart L-T Loblaw Companies Ltd

This is a really competitive space with really stiff competition, no matter where you turn. If you really want this, wait for a pullback. It’s a good, long term investment but in a very competitive marketplace.


Price:
$52.390
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 WATCH Must be logged in to use chart LYG-N Lloyds TSB Group PLC

When you look at the pattern of many of these international banks, there is not a huge rush to be there yet. Let them turn up and show you some strength before you Buy. They are still working out difficulties in Europe. On the Russian-Ukrainian problem, a lot of banks are too levered into that, so it is not clear yet whether you want to be there.


Price:
$4.930
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 DON'T BUY Must be logged in to use chart MSFT-Q Microsoft

This is almost the law of big numbers. They get so big that they can’t deploy capital properly. There is a replacement of management, which is a good thing. When you’re sitting with buckets of cash, you have to get that cash moving and deployed and you have to do it properly.


Price:
$43.200
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
No
2014-08-08 PAST TOP PICK Must be logged in to use chart POT-T Potash Corp of Saskatchewan

(A Top Pick Nov 22/13. Up 18%.) Still likes this. Has a great yield, which is one of the reasons why he bought it. One of the headwinds for them in the shorter term is that agricultural crop prices have come off quickly, especially corn. This leaves fewer receipts for the farmers to be buying fertilizers. Thinks the yield is going to support them and they are the low-cost guys.


Price:
$37.850
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 TOP PICK Must be logged in to use chart QCOM-Q Qualcomm

Earnings were really quite good, but the China news knocked it off. The stock really pulled back, so he added at these prices. This is one of those stocks that has got the growth, the technology, in the right place and you can’t run the devices without the chips. Dividend yield of 2.3%.


Price:
$73.880
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 PAST TOP PICK Must be logged in to use chart SAN-N Banco Santander SA

(A Top Pick Nov 22/13. Up 16.61%.) Headquartered in Spain, but Spain is only a small part of their business. They’re big in the UK and very big in Brazil. He is hoping that the election in Brazil, in 2 months time, changes things. If the election goes the right way, like it did in India, there could be quite an interesting situation develop. 8.5% dividend yield.


Price:
$9.690
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 745 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.