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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
2015-02-03 PAST TOP PICK Must be logged in to use chart 0168-HK Tsingtao Brewery Co.

(A Top Pick Jan 30/14. Down 8.72%.) Excellent balance sheet. The market is not liking that it is not growing as fast as it was. Longer-term, the Chinese consumer is getting wealthier and this is a way to play that. Expects a dividend will be increasing this year and they will continue recording double-digit growth.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There are 3 things driving the current market. 1.)  The collapse of oil prices which has gone below what is economically sustainable over a longer period of time. 2.) The QE in the US which has ended which will ultimately lead to higher rates. 3.) Is the US economy strong enough to sustain the growth moving forward? Before this earnings season was announced, a lot of large caps in the US were telling us that it was going to be a great season, but what they ultimately forgot was that a lot of their earnings came from outside of the US, and we started to see the “earnings drag” hit because of the higher currencies. Thinks oil prices will ultimately move higher which will perhaps bring the Cdn$ back to a higher level.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-02-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

European ETF, hedged or unhedged? He would rather go unhedged, because currency is part of the diversification by investing internationally. In terms of picking ETF’s versus individual stocks, he favours going directly. Thinks you will find mainly large companies in the ETF’s, and wonders why you just wouldn’t go direct.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-02-03 BUY Must be logged in to use chart ABB-N ABB Ltd.

In the last 18 months, they had some major challenges. The 1st to deploy an offshore wind farm outside of Germany. It took a number of one-time special charges. Thinks we are mostly through that now. In the $18-$19 range there is some good value here. Dividend has slightly been improving. On big large grid development projects, until the health of governments improve, the backlog for these businesses may not become as strong as it would be in a boom time in the economy. He sees this as topping out at around $24-$26 range. You could buy it here, but, longer-term would trim if it moves higher again.


Price:
$19.950
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 DON'T BUY Must be logged in to use chart BB-T BlackBerry

His view on this is that it is a bit of a broken story, so he wouldn’t put his money at risk where it might not work. He is not aware of any tech company that has ultimately turned around very, very successfully and gone on to become something else, especially a single product story.


Price:
$12.300
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
No
2015-02-03 BUY Must be logged in to use chart BBT-N BB&T Corp.

Has been moving sideways for about a year or so, which he thinks is largely due to the effect of interest rates in the US not increasing. If you look at most of the US banks, you see the similarity. If you have the opportunity to buy  now before the interest rates go up, it’s a good bank. Has exposure to the Florida corridor all the way up. Decent bank. Pays a growing dividend.


Price:
$36.480
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 HOLD Must be logged in to use chart BCS-N Barclays Bank PLC

Thinks interest rates will rise in the US 1st, followed by the UK. If we see interest rates rise within 6-18 months in the US, he thinks the UK will be at least 18 months behind. UK economy is strengthening quite nicely, so continental Europe will be behind that. The big catalyst will be higher interest rates. Also, the government still has an interest in it. At these levels it is fine.


Price:
$15.240
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-02-03 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

He has very little visibility to understand how to think about earnings. A well-run company. He doesn’t understand the economics for holding this company for a longer period of time. The products that infrastructure companies tend to be in are very, very levered with high amounts of debt. (See comments under KKR-N.)


Price:
$52.660
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
No
2015-02-03 PAST TOP PICK Must be logged in to use chart BKU-N BankUnited, Inc

(A Top Pick Jan 30/14. Down 3.69%.) This is a freshly recapitalized bank. Relative to the Canadian landscape, it would be “best of breed” tier 1 ratio capital. Very, very strong. Fundamentally all the banks and insurance companies are going to work on an interest rate rise, and until we see that, the profitability engines are just not kicking out the profit that would be expected. You could buy it here and it might move sideways for a little while, but once the interest rates start to move this will benefit. He likes it looking forward.


Price:
$29.490
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 COMMENT Must be logged in to use chart BP-N BP PLC

British Petroleum (BP-N) or Royal Dutch Shell (RDS.B-N)? If you are looking for as much safety as you can in the commodity sector, Royal Dutch Shell has the best balance sheet of the 2. If you want a little more volatility, this would be the one. He likes both companies.


Price:
$41.100
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-02-03 HOLD Must be logged in to use chart CL-N Colgate Palmolive

Probably one of the better staple companies. In July it had a big Venezuelan devaluation which resulted in a sharp drop in earnings. This was followed by the currency earnings drag. You are going to probably see some pullbacks and corrections in valuations, but longer-term this is a very good story if you have a multi-year view on the company.


Price:
$69.190
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 TOP PICK Must be logged in to use chart GLW-N Corning Inc

We are starting to see the US economy starting to strengthen, so there are replacement cycles on TVs, phones, cars, etc. Also, Europeans are banking on fibre optics. Very strong balance sheet. Progressively growing its dividend. Has had a decent run, but he sees more upside.


Price:
$24.350
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 HOLD Must be logged in to use chart HSBC-N HSBC Holdings P L C

Not impressed with what has happened recently, but we haven’t seen interest rates rise in the US. This company gets 50% of its earnings from the UK and 50% from the Hong Kong market, so interest rates likely have to move in the US 1st before we see them in the UK. If you are looking for a proxy in Asian growth and in a European recovery story, continue to hold this.


Price:
$46.850
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-03 COMMENT Must be logged in to use chart IRE-N (OTC) Bank of Ireland (Gov & Co)

(ADR being delisted?) If you like the macro for the Irish economy, and you think the bank is going to be a growth story for the longer-term, why be dissuaded from buying the company because of that. Talk to your broker and you should be able to buy it in Europe. There will probably be an unofficial ADR. He thinks this is happening because the US has provided some very punitive regulations, and a lot of companies are saying it doesn’t make sense to be subject to US regulations when they don’t do a lot of business there.


Price:
$13.020
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-02-03 BUY on WEAKNESS Must be logged in to use chart JNJ-N Johnson & Johnson

Excellent company. Thinks that most of the staples across the planet are very expensive, with the US being more expensive because of their currency. This is a great company with great products and a dividend that has gradually increased. If you don’t already own a staple, he would suggest you look to Europe where they are more attractive. Also, look for the better growth stories where the dividends are a little lower, but are growing a little faster. He would have no problem buying this one here, but wait for a better entry price.


Price:
$102.460
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 572 entries
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