Viewing Expert Gavin Graham | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Gavin Graham , Chief Strategy Officer

Integris Pension Management


Date Signal Chart Symbol Company Opinion Price
2016-03-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. If you take the FANG stocks (Facebook, Amazon, Netflix, Google) out of the market, you actually had a bear market in the US. More than half the stocks are down more than 20%. There are certainly some good value opportunities. Now that the Fed has made it plain that they are not going to raise rates as much as people had thought, they are taking their foot off the brake. At the same time the European Central Bank has come back with another billion euros each month to buy things like corporate bonds and with more negative interest rates, liquidity is there. Emerging markets are now as cheap as they have been in 2 decades.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2016-03-18 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Playing rails ex-North America? A good play would be Kansas City Southern (KSU-N), which has a big Mexican operation. Also, you could look at one or 2 of the UK rail operations, such as First Great Western or Govia. They don’t make much of a return, but will give you some exposure.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 HOLD Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks. Sell now and buy back at a lower price? Canadian banks have really done pretty well. There are going to be higher loan losses. Also, housing prices could be off slightly in the prairies, but the majority of the property market is looking pretty good. Stick with the Canadian banks and don’t try and time it.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-03-18 HOLD Must be logged in to use chart AAPL-Q Apple

(Market Call Minute.) A pretty cheap stock, but the difficulty is that it is the biggest stock in the world, and how much bigger does it get.


Price:
$105.920
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 PAST TOP PICK Must be logged in to use chart AGT-T AGT Food & Ingredients

(A Top Pick March 13/15. Up 42.74%.) It has done exceptionally well, as well as in the 3-5 years. Saskatchewan is the biggest lentil producer globally, and this is the biggest lentil exporter.


Price:
$36.250
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-03-18 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Have made the transformational acquisition they have been looking for, for the last decade. Got all the Shell stations in Eastern Canada for $2.4 billion. Oil and gas companies don’t really want to be in the business of running thousands of retail gas stations in the country. The fact that they have done a really big deal and there is some pressure on the share price at the moment does not take away from the fact that this is the one Canadian retailer that has been an enormous success in the US and now in Europe.


Price:
$56.830
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 BUY on WEAKNESS Must be logged in to use chart CCL.B-T CCL Industries (B)

Has been a very, very consistent performer. It always turns up on those lists of “the best 15 dividend growers” etc. Fairly expensive. If you see a 5%-10% pullback, that is probably going to be as cheap as it gets. Dividend yield of .9%, but over the last 5 years have grown their dividend by 20%.


Price:
$225.650
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 BUY Must be logged in to use chart CJR.B-T Corus Entertainment (B)

(Market Call Minute.) Pick and pay is not going to be as bad as had been expected.


Price:
$11.230
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 PAST TOP PICK Must be logged in to use chart DII.B-T Dorel Industries

(A Top Pick March 13/15. Down 22.64%.) Bought a baby seat manufacturer in China, which is not profitable at the moment. A lot of their products are exposed to the strong US$ which has not helped. Dividend yield of 5.5% while you are waiting.


Price:
$26.740
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-03-18 TOP PICK Must be logged in to use chart EMP.A-T Empire Company (A)

As one of the 3 biggest supermarket chains in Canada, it is very unusual to be down 25% in the year. They mishandled the Safeway integration. Management should succeed in turning the operations around. Dividend yield of 1.73%.


Price:
$22.070
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-03-18 SELL Must be logged in to use chart HSBC-N HSBC Holdings P L C

Through the financial crisis it cut its dividend, but was actually able to raise money from the private sector. Over the longer-term, it has been an awful performer. He is back to where he was 15-16 years ago. The difficulty is their exposure to emerging markets. The major difficulty is that it is still headquartered in the UK and has decided to remain there. Banking in developed markets, with the possible exception of Canada, is not really a very attractive business longer-term, because if you do make any money either the staff gets it or the government will tax it. He would Sell.


Price:
$32.630
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-03-18 COMMENT Must be logged in to use chart INFY-N Infosys Technologies Ltd.

(Market Call Minute.) Indian software company. A good, longer-term play. India continues to be an attractive market.


Price:
$18.520
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 COMMENT Must be logged in to use chart MA-N Mastercard Inc.

If you have owned this, you have made out like a bandit over the last few years. Something like a 30% compounded return. This does not have a credit risk; it is purely processing. Prefers this over Visa (V-N). Also, pays a small dividend.


Price:
$92.310
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 WAIT Must be logged in to use chart MX-T Methanex Corp

Has been an interesting story for a long while. Sold off along with energy stocks. Given its substitutable product, longer-term it has had a pretty decent return. They have been expanding production and adding value. Wait until there is a little more comfort in the oil price situation.


Price:
$46.100
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-18 PAST TOP PICK Must be logged in to use chart NVS-N Novartis AG

(A Top Pick March 13/15. Down 22.73%.) This had swapped its businesses with Glaxo and the market didn’t like it. Also, there is a problem with the Swiss franc. However, you are still getting a 3.9% yield. A well-run drug company.


Price:
$72.680
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 3,069 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.