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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
2014-04-24 PAST TOP PICK Must be logged in to use chart 0066-HK MTR Corporation Limited.

(Top Pick Apr 24/13, Down 2.85%) They raised the dividend.  Global operators of rail companies.  Very good balance sheet, progressive dividend.  Upside without a whole lot of risk.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2014-04-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Thinks the recovery in the US is in fact occurring, but the market got a little ahead of itself.  Unemployment and consumer spending are both moving in the right direction.  Europe seems to have bottomed, but the market was a little ahead of itself there.  Emerging markets are where there are opportunities.  Developed Asia is probably the best place.  Hong Kong, Korea, parts of China, and Singapore.  Euro zone growth will be tepid.  Ireland has emerged from special measures and Spain is doing well.  Japan has to maintain the printing presses, but to move beyond the current levels of debt, they need international holders.  Longer term, he thinks this is a dangerous place.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
_N/A
2014-04-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Weak Canadian Dollar.  If the US continues to strengthen you will see a normalization in the currency.  If you have holdings outside of Canada they will have their growth and dividends magnified by any weakness in the Canadian dollar.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
_N/A
2014-04-24 SELL Must be logged in to use chart AC.B-T Air Canada (B)

After 2008 you’ve seen a huge run up.  The easy money has already been made.  Thinks this trade is done.


Price:
$7.600
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2014-04-24 WAIT Must be logged in to use chart AKO.B-N Embotelladora Andina

They are a bottler.  The strategy is a good one.  They are a staples story in a fast growing economy.  He is troubled about Latin America however.  Wait for Argentina to restructure its bonds.  You may find a better entry level.


Price:
$23.780
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2014-04-24 DON'T BUY Must be logged in to use chart BIDU-Q Baidu.com

It is day traded.  There are huge volumes.  He was in China last year and found out how pervasive the online shopping experience is.  He is not sure it is a longer term hold, but it is a trading vehicle.  Be prepared to trade it.  It is not for him.


Price:
$159.740
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2014-04-24 TOP PICK Must be logged in to use chart BP-N BP PLC

(Top Pick Apr 24/13, Up 23.28%) The liabilities are effectively dealt with.  They are growing the company.  Longer term this will be a growth story.


Price:
$49.390
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2014-04-24 BUY Must be logged in to use chart BTI-A British American Tobacco

The E-cigarette market has affected the stocks.  Little volume growth from emerging markets, but they keep rewarding shareholders.  Good company.


Price:
$114.940
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2014-04-24 WAIT Must be logged in to use chart CCL-ASE Coca-Cola Amatil Ltd

Bottler in Australia and New Zealand.  The challenge is a very competitive local market and currency concerns.  The balance sheet is quite livid.  The timing is off here.  Recently downgraded on the debt side.  They need to pay back some debt.  Wait until the Australian dollar settles at least.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2014-04-24 BUY Must be logged in to use chart CHA-N China Telecom

This is the baby.  Prefers China Mobile because it has no debt.  All of these are leveraged to the growing wealth of the Chinese consumer.  Any of these three would probably work.


Price:
$46.180
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2014-04-24 WATCH Must be logged in to use chart DEO-N Diageo PLC

This was a growth by acquisition story, but late last year he sold it.  There is not much left for them to buy.  It will now turn into an organic growth story.  High quality company, but probably very expensive and it will take a couple of years for the market to realize the growth is slowing.  That will be the time to get in.


Price:
$121.670
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
No
2014-04-24 WATCH Must be logged in to use chart ESV-N Ensco PLC

The offshore oil drillers give him some concerns.  The oil majors have slowed down.  There has been quite a big build of oil rigs.  The ultra deep water is where you want to be.  From a value point of view this is a good time to look at this category.  This is cyclical and it bounces around.  You have to buy it correctly.  Put it on your radar.


Price:
$51.490
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
No
2014-04-24 DON'T BUY Must be logged in to use chart GS-N Goldman Sachs

Viewed as best on the street in terms of investment banking.  The problem is the regulatory glare is heavily focused on them.  It is better to play the interest rate sensitive banks, probably offering more upside.  He prefers regional banks.


Price:
$160.850
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2014-04-24 DON'T BUY Must be logged in to use chart HPQ-N Hewlett-Packard Co

He doesn’t know where they go from here.  They have to reinvent themselves.  There is a lot of volatility in the stock.


Price:
$32.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2014-04-24 TOP PICK Must be logged in to use chart KEP-OTC Keppel Corp Ltd.

Premier company in terms of offshore oil rig manufacturing.  Active globally including Brazil.  The big growth market is ultra deep water.  Has increased dividend for 23 consecutive years.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
Showing 1 to 15 of 414 entries
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