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

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Darren Sissons , Managing Director

Portfolio Management Corp


Date Signal Chart Symbol Company Opinion Price
2014-10-09 PAST TOP PICK Must be logged in to use chart 0066-HK MTR Corporation Limited.

(A Top Pick Oct 24/13. Up 8.55%.) The biggest subway operator in Hong Kong. They are going to have a 27% track expansion between now and 2017. Also, have operations in China, Sweden, Australia and the UK.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 TOP PICK Must be logged in to use chart 1044-HK Hengan International (HEGIY.PK)

This is the #1 brand for tissues and napkins in China. Sold off recently because Hong Kong is the center of a democracy drive. This is causing a lot of the stocks in the Hong Kong market to be depressed. In actuality, Hong Kong is actually the booking place for these stocks. All the money is made in China. Company has historically grown its revenues by double digits. Yield of 2.37%.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Feels this is just a garden-variety pullback/correction. Valuations were pretty lofty last year and we had a huge run-up. It is natural for a pause to be taken. As long as you have some cash reserves, you get to take advantage of the bleeding when it stops. You get opportunities to increase the portfolio income, to buy better quality stocks and at cheaper prices. Looking at the US unemployment chart, it effectively came off the cliff and basically ran from 4.5% to the broadest measures of 16%-17%. You’re not going to get a straight line recovery from 16% down to 4%. There are going to be people leaving the workforce and coming back in. It is going to be a lumpy process, but we are seeing consistently positive job aids in the US. That is good for everybody. US was the first into the hole and the first out. As global recovery broadens around the rest of the world, it will be better for everybody. He is going to wait until the bleeding stops. He has about 15% cash for longer-term clients and will be buying for sure.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-09 HOLD Must be logged in to use chart ABB-N ABB Ltd.

This has been a very interesting story in the last couple of years. Went down to around $15 and then back up. Has now fallen back down from the $25 range. A couple of things have caused this. There was a cyclical recovery in Europe and that was a big uptick and it got to a point where expectations were a little overblown. The recent fall has been because of sanctions to Russia and delayed big projects around the world. The major challenge is that they had major project in an offshore wind farm that blew up on them and they have to take some special one-time charges. That will probably all be done by the end of the year. They have more cash than debt. A big cash generator engine. 4.5% dividend.


Price:
$20.890
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 PAST TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

(A Top Pick Oct 24/13. Up 10.43%.) Thinks this is the best regional bank and he wants to be exposed to it. Has recently traded off a little bit, but a large portion of that has to do with the fact that the interest-rate expectation did not occur. At some point in time, higher interest rates will drive the stock to a high level.


Price:
$37.260
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 TOP PICK Must be logged in to use chart BHP-N BHP Billiton Ltd.

Balance sheet is good and it is a dividend growth profile story. They were the 1st to rebalance their portfolio. They are obviously trying to deal with the slow demand of the Chinese. They are going to ramp up iron ore production and use their high balance sheet to drive the high cost producers out of the market and ultimately lead to more consolidation. They will then start to pick up some of the weaker players. There could be some near term downside. Yield of 4.33%.


Price:
$57.280
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 COMMENT Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

Has been selling some of his clients’ holdings because of the succession issue. Charlie and Warren are getting to a point where they are cracking on towards 90. If one of them should fall off the perch, will it still be the same company? If that should happen, he feels the stock will take a 15%-18% hit immediately. Also, it doesn’t pay any dividends so you are trusting them to grow the company. Feels you would be better to just pick individual stocks.


Price:
$137.090
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-09 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

The best rail in North America. Has a dividend growth profile. Leveraged to a number of different components to the Canadian economy. Not cheap, so you buy it on a dip.


Price:
$74.500
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 DON'T BUY Must be logged in to use chart ELP-N Paranaense De Energia Copel

He has no South American exposure because it tends to be a commodity driven region and commodities are effectively in freefall. He is a little worried about the balance sheet of the region, the energy power and the decline in the consumer. Also, Brazil has major structural challenges.


Price:
$15.280
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-09 COMMENT Must be logged in to use chart ENB-T Enbridge

Pipelines. Are these coming down because the whole market is, or is it more specifically because there is less demand for oil? It is just a general drag by the whole market and the whole market is re-pricing to a lower level. Feels there is going to be continued demand for oil. We have a lot of oil and we have great pipelines. If you can get this at a lower level, that would be great. Historically it has been a very, very good performer.


Price:
$50.970
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-09 TOP PICK Must be logged in to use chart GLW-N Corning Inc

The recession deferred a lot of aging TV replacements, so there is going to start to be a replacement cycle in terms of new TVs. This will probably occurs 1st in the US and then as the global economy broadens out, there will be opportunities in other parts of the globe. Also their main competitor for gorilla glass just declared bankruptcy so there should be higher or more stable prices. Very strong balance sheet. Yield of 2.15%.


Price:
$18.580
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 DON'T BUY Must be logged in to use chart GS-N Goldman Sachs

3% drop in the stock is fine for a company that has a highly levered balance sheet. It is obviously best in breed in terms of the banking space. This is a money centered banks, so it is very firmly focused in terms of regulation, bank changes, etc. which means that every time there is a sneeze in the market, the regulators are going to be dealing a lot with banks like this. He prefers US regional banks, which don’t have the same regulatory glare.


Price:
$181.270
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-09 DON'T BUY Must be logged in to use chart JLL-N Jones Lang Lasalle Inc.

This has done very, very well in the context of a low interest-rate environment. Is this a bit too late to the party? There is talk in the US that they are going to start to increase interest rates, which will make it more difficult for the real estate market. He believes there is a lot of inflation in the system in food, energy and housing. Doesn't like this one because it pays a very low dividend and has a relatively short history.


Price:
$124.140
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-09 PAST TOP PICK Must be logged in to use chart MRW-LSE Wm Morrison Supermarkets

(A Top Pick Oct 24/13. Down 38.74%.) He put this on the books because it had a certain amount of stability. The real estate on the books was substantially larger than the debt outstanding so he figured there would be a fair downside protection. Introduction of discount retailers from Europe aggressively changed the margin aspect. Sold his holdings. Still has a strong balance sheet and he feels the dividend is safe. Actually feels this is a buy at these levels.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-09 BUY Must be logged in to use chart NESN-SIX Nestles

This is a massive company. They are looking to decrease the working capital consumption and pay some special dividends.


Price:
$0.001
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 503 entries
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