Viewing Expert Kash Pashootan | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Kash Pashootan , Sr. VP & Portfolio Manager

First Avenue Advisory, Raymond James


Date Signal Chart Symbol Company Opinion Price
2017-05-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He is invested and has 5% cash and 5% gold, so about 10% of his portfolio is hedged, or could go into equities if there was a sharp pullback. If there was a real meaningful pullback, he would underweight his bond allocation by around 10%, and go into equities for the short term.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-05-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Breakdown of a portfolio in terms of Canada, USA, Europe, Asia and emerging markets? He is 2/3 US and 1/3 Canada since January 2012. Doesn’t like to invest outside of developed markets. Although there is lots of opportunity he feels they lack regulation, and also many of them use different accounting standards making it difficult to analyse financial statements. Prefers to capture the upside in international markets through multinationals that trade in the US.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-05-03 TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

He is not convinced rates are going up in Canada. There is still lots of room for this one to grow. This is diversified in that half of their revenue comes from distribution, and half of it comes from generation. Dividend yield of 4.8%. (Analysts’ price target is $14.50.)


Price:
$13.040
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 WAIT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A great business. The chart shows it has had a steep rise, but more recently it has been flat. Feels the market is trying to figure out which direction the business is going, and the next chapter of growth. At 20X PE along with an acquisition to digest, you are better off missing the 1st few innings, and coming in once that acquisition has started to digest. Historically acquisitions don’t go very well, especially at the beginning.


Price:
$62.620
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-05-03 PAST TOP PICK Must be logged in to use chart BCE-T BCE Inc.

(A Top Pick Feb 11/16. Up 14%.) Buying this is buying a business that is established. Multi-revenue streams. Pays a great dividend, and combined with share price appreciation of 3%-4% a year will give you a 6%-7%.


Price:
$61.750
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 DON'T BUY Must be logged in to use chart CAT-N Caterpillar

Relative to what they’ve been through, this has really done well. 75% of revenues are global and they are in over 180 countries. Have had a few very tough years from an environment perspective, and have held up very well. Although things are turning around, he would not be a buyer. A lot of their business is in emerging market countries where brand isn’t as important as price, and their main competitor is much cheaper. The stock is way too expensive at around 30X PE.


Price:
$101.540
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-05-03 COMMENT Must be logged in to use chart CJR.B-T Corus Entertainment (B)

Had owned this at the time the stock price was going down. When it got back to previous levels, he sold his holdings. Over the last 12-18 months, they’ve gone through a transition of being more focused on what they want the business to look like going forward. Today, they are in 2 parts, children and women and family. He likes that move, but there are still lots of question marks on what the industry will look like. Still a lot of work to be done. Dividend yield of 8.6% which he thinks is safe.


Price:
$13.270
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-05-03 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Stock split? The reality is that a stock split is going to have very little impact to your long-term success in owning the shares. Also, it will make no difference to your performance. This and the National Bank (NA-T) are the cheapest on a valuation basis, and as a result they also pay the best dividends.


Price:
$109.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-05-03 COMMENT Must be logged in to use chart CSU-T Constellation Software Inc.

Essentially a serial acquirer of companies, which they roll into their product offering. Focused on smaller size companies. He bought this at $100 a share, and sold it last year at $629. It is going to become increasingly difficult for them to move the share price higher.


Price:
$660.100
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-05-03 TOP PICK Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

Old and boring, but he likes old and boring when it comes to investing. Its share price has really outperformed, and a lot of that really comes down to management and how the business has been run. Although there has been some change with the CEO, it has really been change to go back to who was the CEO before. 63% of their business is Canadian Tire which has about 500 stores, 20% is the SGL Sports and about 15% is the Marks brand. Their business now is what they are going to do with their e-commerce platform. Dividend yield of 1.6%. (Analysts’ price target is $175.50.)


Price:
$166.040
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 PARTIAL BUY Must be logged in to use chart DOL-T Dollarama Inc.

The stock is quite expensive, but he expects the growth to continue. They just came off the blockbuster quarter. The continuing growth is coming from 2 areas. 1.) The average transaction size is increasing. 2.) They are going to continue to open more stores. He would be cautious and take a half position, looking to leg in the rest whenever there is a small window of weakness. He doesn’t own this because the dividend is under 1%. Dividend yield of 0.36%.


Price:
$121.850
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-05-03 PAST TOP PICK Must be logged in to use chart EMA-T Emera Inc

(A Top Pick Feb 11/16. Up 10%.) They have done a great job in expanding. Did a large acquisition last year which gave them a significant presence in the US. They’ve given guidance that the dividend should grow 8% per year. He is still buying this for new clients. Dividend yield of 4.4%.


Price:
$47.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 COMMENT Must be logged in to use chart GS-T Gluskin Sheff and Associates

Possible takeover by one of the banks? It is tough for a bank to buy this, because the culture is much more entrepreneurial than what the banks have. Also, they focus on the high net worth investor, and the banks average client size would be significantly smaller. This has not gotten back to anywhere near the $30 share price that it had in the 2014 era. Dividend yield of 5.8%.


Price:
$17.110
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-05-03 DON'T BUY Must be logged in to use chart MAT-Q Mattel

Kids today no longer play with their previously manufactured toys. User preferences have changed. Doesn’t think the dividend is safe.


Price:
$21.740
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-05-03 BUY Must be logged in to use chart MCD-N McDonalds

Sold his holdings, but still likes it and is hoping to get back in. The company needed to reinvent itself, and did that by providing a 24-hour a day McDonald’s. The new CEO has done some great things by refranchising stores with a focus on technology. Trading at around 23X PE, which is not expensive given the good things that are going on. A low beta stock, and you need some of those in a portfolio. In a bad market, these are the names that hold up. Dividend yield of 2.6%.


Price:
$142.620
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 525 entries
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