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

Viewing Expert

Gavin Graham , Trustee

Pointbreak ETFs


Date Signal Chart Symbol Company Opinion Price
2017-04-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Current events are a reminder to investors that risk never goes away.  The market priced everything in for the best of possible worlds.  He thinks it is likely that someone may leave the EU before BREXIT negotiations conclude.  There are serious problems in Italy.  Investors should think about gold.  It has come out of its 5-year bear market.  The supply has shrunk. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
_N/A
2017-04-10 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil - 1 to 3 Months.  Usually this time of year the price goes down, but refineries shut down for maintenance.  There have been exciting things happening in the Middle-East.  There is the possibility of a supply disruption that could affect prices.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 BUY Must be logged in to use chart AGT-T AGT Food & Ingredients

The biggest lentil exporter in the world.  There is the growth in healthy eating.  It is a vast source of protein in India.  They are moving into other grains.  You buy this for a long term secular growth play, not for the yield.


Price:
$29.120
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

It has been pretty lack luster for the last few years.  A third of its income is from power and utilities, but the market does not care about that.  Their equity raise was oversubscribed.  With their recent acquisition they have said they can get 8-10% increases in dividends after the deal closes.  (Analysts’ target: $36.00).


Price:
$31.120
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Yes
2017-04-10 TOP PICK Must be logged in to use chart BOS-T Airboss of America

The biggest rubber compounder.  They are sole supplier for all the chemical and biological resistant boots and gloves for the US and Canadian armed forces.  They will benefit from the pickup in infrastructure spend.  They also do rubber bushings for the auto industry.  (Analysts’ target: $14.00).


Price:
$12.120
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
No
2017-04-10 PARTIAL SELL Must be logged in to use chart CCL.B-T CCL Industries (B)

It just announced a stock split.  It is a reflection of how well they have done.  You could regard this as a niche product with high barriers to entry.  It is probably ahead of itself at present.  You might want to take profits.


Price:
$289.490
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 STRONG BUY Must be logged in to use chart CJR.B-T Corus Entertainment (B)

It halved in price partially because of cable cutting. But it has the shows that people are NOT going to stop watching.  Now they are actually starting to see some increase in advertising revenues.  It remains a buy because the dividend is safe at 8.5%.  At some point people will realize the selloff was overdone.


Price:
$12.900
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 PAST TOP PICK Must be logged in to use chart EMP.A-T Empire Company (A)

(Top Pick Mar 18/16, Down 6%) He thought the bad news was in the stock, but then they wrote off the other half of the costs.  They have a new CEO now.  It will get turned around eventually. 


Price:
$20.380
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
No
2017-04-10 STRONG BUY Must be logged in to use chart FTS-T Fortis Inc.

It has been one of the better performs.  You have a wide range of assets geographically.  They have been making US acquisitions.  You have done almost 10% compound total return over the last 5 years.  In terms of risks, you could get regulatory changes affecting the pricing of power, or interest rates could go up a lot higher than people think.


Price:
$44.180
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 HOLD Must be logged in to use chart GIB.A-T CGI Group (A)

They are a consolidator.  It is one of Canada’s few successful tech companies.  Over 5 years you have not done badly.  Stick with it.


Price:
$62.980
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 COMMENT Must be logged in to use chart HMMJ-T Horizon's Medical Marijuana

It will be legalized by Canada day.  The major market for this however will be the States.  This is a good play on that, but how much is already reflected in the stock prices?


Price:
$11.840
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 COMMENT Must be logged in to use chart LIF-T Labrador Iron Ore Royalty

It had a decent rise on Chinese demand.  You are about where you were about 10 years ago.  If US infrastructure picks up then shipment will be cheaper to the US than China.


Price:
$18.640
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 WEAK BUY Must be logged in to use chart LYG-N Lloyds TSB Group PLC

The government has just about sold its stake in this equity.  The underlying business was strong when the stock got wiped out.  Now that the government has got rid of its stake, it is doing pretty well.  The underlying business is doing quite well.  You might see some devaluation of the currency, however. 


Price:
$3.180
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 BUY Must be logged in to use chart PPL-T Pembina Pipeline Corp

It is a very solid business.  It is interest rate sensitive.  It is not that sensitive to the price of oil.  It has decent yield and is expanding.  It will be fine over 3 to 5 years.


Price:
$44.070
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-04-10 PAST TOP PICK Must be logged in to use chart PSI-T Pason Systems Inc.

(Top Pick Mar 18/16, Up 19%) An energy services company.  They maintained the dividend and are seeing some move up in drills being used.


Price:
$20.120
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
No
Showing 1 to 15 of 3,117 entries
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