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Mohsin Bashir , Associate Portfolio Manager

Highwater Capital Management

Address
501 Rowntree Dairy Road, Suite 5
Woodbridge, ON
L4L 8H1

Contact Info
Telephone: 905.265.0649
Fax: 905.265.0646
Email:
Website: http://www.highwatercapital.com/

Date Signal Symbol Company Opinion Price
2012-11-19 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Triple-digit gain today.  Since he was last on, we are down from 5 overhangs to 3.  Europe is in an official recession, Fiscal Cliff and China’s reduced economic growth.

There are ways to play the fiscal cliff positive commentary.  It is worth being fully invested at this point but in a risk adjusted way.  For China, it is a very reasonable rate of growth.  The infrastructure build that is happening will help out some of the multinationals.

Companies with exposure to Europe have come off and you can get better valuations.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2012-11-19 TOP PICK ABT-N Abbott Labs

12 drugs under patent after a current one comes off patent.  A hepatitis drug is about to come out as well.  It could hit its 52 week high.

 Price:
$62.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-11-19 BUY BCE-T BCE Inc.

CRTC is not in favour of deal with Astral media (ACM.A-T).  BCE is a slower growth vehicle.  Sees better growth potential in T-T.  For BCE he believes the deal will benefit BCE.  Would hold it for income, not growth.

 Price:
$42.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2012-11-19 DON'T BUY C-N CitiGroup

If holding for 7-10 years then this is a level to buy it at.  Bear in mind where the US is in the economic recovery.  It is on the upswing.  Is not interested in this for a shorter term hold.

 Price:
$36.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2012-11-19 DON'T BUY EL-N Estee Lauder

In 2010 they purchased a cosmetics company and doubled since then.  The valuation is expensive and is on the 20s on a PE level.  One step back along the supply chain is International Flavors Fragrances and (IFF-N) and is a better way to play it.

 Price:
$57.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2012-11-19 BUY HD-N Home Depot

One of the largest home improvement retailers.  Well run company that is trimming up their operations, selling off some.  Only issue is that it is expensive at 22x PE.  Tail winds that are benefiting them are already priced in.  Good management and good opportunities with macro themes going on at the moment.

 Price:
$63.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2012-11-19 TOP PICK IBM-N IBM

Consistent generator of cash flow.  It is trading cheap, at the low end of a positive growth channel.  It is a buying opportunity. 

 Price:
$190.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-11-19 DON'T BUY INTC-Q Intel

Senior management is going to moving on the middle of next year, so there is still room for this one to keep trailing.  Prefers another chip manufacturer.

 Price:
$20.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2012-11-19 BUY on WEAKNESS MCD-N McDonalds

$84.92 is reasonable but you have to look at the overhangs.  The highly competitive value menu has to be looked at.  This is clearly the market leader.  Excess amount of cash flow to put WiFi in their restaurants.  He would look for some level of support in the low eighties.  You have to be careful of input cost inflations – bread, eggs and beef.  They have been good in the past at passing increasing costs through to the consumer.  Dividend income is a great way to mitigate risks.

 Price:
$85.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2012-11-19 WATCH MSFT-Q Microsoft

Starting to enter interesting levels.  10 time PE.  Long term support around $20.  Sell off here is a deferral on sales of Windows 8.  Thinks there will be a seasonable push with the release of Call of Duty.  The Surface tablet could be construed as another toy for Christmas but the key is its ability to integrate.  3.4% yield.

 Price:
$26.728
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2012-11-19 PAST TOP PICK PEP-N PepsiCo

(Top Pick Nov 21/11, Up 11.91%)

 Price:
$68.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2012-11-19 TOP PICK QCOM-Q Qualcom

Represents about 45% of network connectivity.  This is a key supplier to Apple and other big tech names.  Has chip technology and licensing business. 

 Price:
$62.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-11-19 PAST TOP PICK TCM-T Thompson Creek Metals

(Top Pick Nov 21/11, Down 53.82%) Walked away with positive double digit gains by getting out last February.  Moly and copper prices came down significantly.  Impairments in taking on Thompson Creek mine and a mine is coming on late.  You might find a floor soon.  The company is making some positive moves.

 Price:
$2.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2012-11-19 PAST TOP PICK TRI-T Thomson Reuters Corp

(Top Pick Nov 21/11, Up 2.93%) Has done nothing but he collects a fair dividend off it.

 Price:
$27.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-07-25 COMMENT A Commentary A Comment -- General Comments From an Expert Markets. The areas where he is finding opportunities are largely geared towards the tech space, healthcare space as well as the low beta type of defence names, those that are less impacted by the overall market uncertainties that take place.
 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 100 entries
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