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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
2014-08-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
_N/A
2014-08-28 WEAK BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 SELL Must be logged in to use chart AAPL-Q Apple

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 


Price:
$102.250
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 WEAK BUY Must be logged in to use chart BAC-N Bank of America

As they make more profit, the government will continue to take a little bit of money off them.  A change in government might change that.  These big money center banks will continue to grow.  Get the US banks on the downside and ride them up.  This one is a bit risky for him, however.


Price:
$16.010
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.


Price:
$37.180
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Must be logged in to use chart BP-N BP PLC

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.


Price:
$47.920
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 DON'T BUY Must be logged in to use chart BX-N Blackstone Group LP

He would avoid it due to the structure.  (See KKR-N today)


Price:
$33.340
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 DON'T BUY Must be logged in to use chart DB-N Deutsche Bank AG

They have had a number of challenges.  He does not think the EU banks had received direct injection of funds.  The UK offers better opportunities.  Be careful on continental Europe.


Price:
$34.400
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 WATCH Must be logged in to use chart DEO-N Diageo PLC

Growth by acquisition story.  Now he asks, what is left to buy.  It will become more of an organic story going forward.  Once the market has digested that and once they pay down debt, there may be room to raise the dividend.


Price:
$119.390
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 PAST TOP PICK Must be logged in to use chart HSBC-N HSBC Holdings P L C

(Top Pick Sep 11/13, Up 1.85%)   European banks look good here and he is buying this one for clients.


Price:
$53.900
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 WAIT Must be logged in to use chart IBM-N IBM

Did very well during the recession.  You are starting now to see a difference between old-tech and new-tech.  IBM will benefit from a recovering global economy.  If you get this at the correct price you can hold it multi-year and get growth and dividend.


Price:
$192.000
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 DON'T BUY Must be logged in to use chart KKR-N KKR & Co. LP

The presumption is that it is a safe dividend.  But they are building upon multiple fund raises and often the house is paid first.  The ability to maintain the dividend is based on their ability to raise funds.  He would pass on it based on the structure.


Price:
$23.390
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 DON'T BUY Must be logged in to use chart MFC-T Manulife Financial

Before the recession they were going to take over the world.  Then they got into trouble and had to cut the dividend.  They remain in the penalty box.  Now rising interest and equity markets are not going to have as much effect on the valuation.  Prefers SLF-T.  There is more upside to banks outside of Canada.


Price:
$21.910
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 BUY Must be logged in to use chart MS-N Morgan Stanley

Has no idea where they are going short term.  The US banking segment is currently on sale because interest rates are at such low levels.  Over the longer term, higher interest rates will benefit them.  It is a story of debt trading through to equity trading. 


Price:
$34.060
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 PAST TOP PICK Must be logged in to use chart PUK-N Prudential PLC

(Top Pick Sep 11/13, Up 33.03%) He would cut back because it is overweight.


Price:
$47.850
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 478 entries
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