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

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David Burrows , President

Barometer Capital Management


Date Signal Chart Symbol Company Opinion Price
2015-04-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are in a secular bull market for stocks. This is a multiyear period where 2 things happen. Earnings grow, but as people become more confident, multiples that people pay for those earnings expands. One of the hardest things to do in a secular bull market is to stay invested. All the way through the 90s, more value oriented investors felt that multiples were getting too high. If you sold stocks when they started to look more expensive in the early 90s, you missed a big part of the bull market. Against the backdrop of low interest rates, which are likely to stay there for a while, the return that an investor can get buying equity with a dividend, and get dividend growth, is very attractive. Unless you think rates are going to go up a lot, the relative return available to an equity investor is still very compelling. There are several sectors or themes where there are some big macro shifts that have taken place that can support expanding valuations for a few years. We are likely to see more volatility over the next 5 years, then what we saw 2007 through 2011. There were a lot of negative expectations built into the market, but that was more short-term weather driven. Those secular themes are likely slowly kicking in and will be good for industrials, consumers, technology and healthcare.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2015-04-21 TOP PICK Must be logged in to use chart AAPL-Q Apple

Believes the biggest theme in this market is consumer globally. This is probably the greatest consumer product company on the planet. Very inexpensive trading at 13/14 X earnings. IPhone 6 sales, in the most recent quarter, had only about 15% going to current iPhone users, meaning they are taking market share from everyone. Their service business is 10% of revenues now. Dividend yield of 1.48%.


Price:
$126.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 COMMENT Must be logged in to use chart ACT-N Actavis, Inc.

Pharmaceutical sector is really attractive. The industry has moved from more science based to more distribution business model based. This company has made a business of making acquisitions, tucking them in, cutting costs and then using their distribution power to basically put more apples on the applecart when they go out to sell their product. They have done it successfully time and time again. Looks very attractive.


Price:
$294.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Dollarama (DOL-T) or Alimentation Couche-Tard (ATD.B-T)? The consumer sector has been one of the most resilient sectors in the US, and then there is Retail which looks very attractive. In retail, the lower cost providers are in the sweet spot like both of these companies. He would have no problem buying both of these. Great companies. Both pulled back in the last week or so, giving good entry points.


Price:
$48.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 COMMENT Must be logged in to use chart AVO-T Avigilon Corp

Technically, to him, the stock looks a little bit broken. Unless it is trading above $25, he thinks the jury is out. It has been quite volatile over the last couple of months. There are lots of other opportunities in this market.


Price:
$21.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-21 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

This is a wonderful company. Have tremendous assets. He would Buy on this pullback.


Price:
$68.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-21 DON'T BUY Must be logged in to use chart CFW-T Calfrac Well Services Ltd

The oil/gas industry has gone through a structural shift. Basically, from an old world of higher risk/high return of drilling and finding, took a long time. Today it is mass manufacturing with a very high probability of success. Going forward, it is less likely that the price of oil is going to have big moves higher, much above the cost of production. May and June are very tough months for service and exploration companies.


Price:
$9.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-21 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Technically not trading so well and is likely range bound from $90-$100 over the next few months.


Price:
$97.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-21 PAST TOP PICK Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

(A Top Pick May 1/14. Down 8.14%.) Sold all of his energy between July/14 and the end of September. Great company, but this is a tough sector to be focused on right now.


Price:
$40.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-21 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

Transports have had a little bit of pressure over the last little while. This and Canadian Pacific (CP-T) came with pretty good numbers considering. He would like to see this stock get turned around. It is trading below its 200 day moving average. Likes the rails in general.


Price:
$80.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-21 COMMENT Must be logged in to use chart CU-T Canadian Utilities

The utility sector is relatively less attractive to him right now. He expects a short-term interest rate increase in the US in the next few months. This one is very interest rate sensitive. He would be more inclined to find something that was a little bit more economically sensitive. If you are looking for dividends, you could look at some of the financials in the US where there is going to be some pretty good dividend growth. He would suggest looking at J.P. Morgan (JPM-N) where the currency is going to help you and you are going to get faster dividend growth. This is a sector that people really care about right now.


Price:
$40.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-21 TOP PICK Must be logged in to use chart DH-T DH Corporation

The key secular theme in this market is financial technologies. Banks did not spend money for a few years as they needed to. They are behind the curve. This company took an old cheque printing business and, through acquisitions, has converted itself into a financial technologies company. Have done it very effectively, cross-border with Canada and the US. The most recent acquisition is in payment systems, and they have 8 of the 10 listed global banks as customers. Yield of 3.05%.


Price:
$42.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 BUY Must be logged in to use chart DOL-T Dollarama Inc.

Dollarama (DOL-T) or Alimentation Couche-Tard (ATD.B-T)? The consumer sector has been one of the most resilient sectors in the US, and then there is Retail which looks very attractive. In retail, the lower cost providers are in the sweet spot like both of these companies. He would have no problem buying both of these. Great companies. Both pulled back in the last week or so, giving good entry points.


Price:
$69.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 DON'T BUY Must be logged in to use chart FRC-T Canyon Services Group

He doesn’t think oil services is the right sector to be focused in. Their margins are all being compressed. They’re cutting jobs and there are more cuts to come.


Price:
$8.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-21 BUY Must be logged in to use chart GIB.A-T CGI Group (A)

This is in the services business. They get contracted to manage IT services for corporations and government bodies. Have a history of making very good acquisitions. A Canadian company, but with big US exposure. Also, have a very stable business in their government related operation in the US.


Price:
$55.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 3,575 entries
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