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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
2014-04-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There is continuing evidence of a very strong underlying demand for equity ownership underneath the surface. Every pullback we’ve had in the last 12 months has been relatively shallow and relatively short-lived. He feels there is under-ownership in equities. Valuations are reasonable, especially against the backdrop of interest rates. Interest rates do not look like they are set to move dramatically anytime soon, so the extra return you can get buying equities, versus yields on the 10 year bond, are very attractive. Ultimately we know that private investors and pension funds under-own equities as a percent of their total values. Over a long period of time, at the bottom of secular bear markets you tend to get down to 15%-20% equity ownership as a percentage of net worth, at the household level. In each of the last long-term 20 year secular bull markets, by the end private investors were close to 30% equity exposed. Today they are sitting somewhere around 18%-19%. He is mostly equity focused, focused on dividends and specifically dividend growth with companies that are paying out little of their earnings but where they are showing a willingness to increase that. The risk is enough of a slow down in emerging markets that they wind up with credit problems or their currencies come off enough.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-04-02 COMMENT Must be logged in to use chart AA-N Alcoa

In general, he is not a big fan of the metals industry right now. A lot of capacity has been built in the last few years and China slowing down has an impact. However, this company is in a unique position. They have gotten rid of a lot of their commodity business and have focused on specialty products. Now focused on higher margin products.


Price:
$12.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-02 COMMENT Must be logged in to use chart AC.B-T Air Canada (B)

(Market Call Minute.) Likes the airlines, but he would prefer to own a US airline. There is a little bit of slowness in the Canadian economy. He owns the bonds.


Price:
$5.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 COMMENT Must be logged in to use chart AD-T Alaris Royalty

(Market Call Minute) Had owned this, but it was a disappointment. Got stopped out of most of his positions, but got stuck in a little bit. He would be a Seller on strength.


Price:
$30.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 COMMENT Must be logged in to use chart AMT-N American Tower

Had owned this for a long time because of 1) growth in the industry and 2) because they were converting to a REIT. Last spring, the whole REIT sector sold off because of fears of rising interest rates. Many have bounced back since, but this is in a part of the market that is less economically sensitive, so REITs are somewhat underperforming the rest of the market. He has a low exposure to REITs. Ultimately this is a great company and will do well over time. This is for an investor who is not looking for equity type returns, but for more income type returns. It should get good dividend growth.


Price:
$81.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-02 SELL Must be logged in to use chart AVP-N Avon Products Inc

If you are in a Bull market, you want to own things that are participating. We only get good markets from time to time and he thinks we have entered a longer-term bull market that could go on for some time. This is a stock that is not performing in a very strong market. Revenue growth has been falling. Earnings have been falling. Consumer staples group has been one of the weakest performing groups in the market.


Price:
$14.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-02 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

Great company, but not liquid enough for him if he had to Sell. As a private investor, this is one that you could benefit from.


Price:
$101.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-02 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

(Market Call Minute.) There has been a lot of consolidation in uranium producers. He thinks utilities are going to be back buying additional uranium going forward. Feels there is significant upside here.


Price:
$26.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 BUY Must be logged in to use chart CGX-T Cineplex Inc

A great company. They have found lots of ways to raise their earnings and their margins. One of the most important things in a company like this is, what does the calendar look like for new releases. There is about 18 months of very significant releases coming for the movie industry. Doing a very good job of raising their revenue per visitor.


Price:
$42.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Energy has come up considerably over the last month in his portfolios. He has been more focused on the midsize, more quickly growing producers, those that are using technology to rapidly add to reserves and production. Great balance sheet and they will have an opportunity to grow nicely going forward. Just made a couple of very nice acquisitions. Expecting accelerated dividend growth going forward.


Price:
$43.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Market Call Minute.) Likes the sector. Stock is behaving pretty well. Reducing their reinvestment dividend plan has certainly been helpful. There may be better names, but you are going to win from the sector.


Price:
$40.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-04-02 COMMENT Must be logged in to use chart DDD-N 3D Systems

3-D printing is in very early stage. There is a very large potential market out there for 3-D companies. These companies are going to go through lots of flips and twists so this is not necessarily for the conservative investor. There has been a very good pullback in these companies. If he had to pick one company, it would probably be Stratasys (SSYS-Q), which is holding a little bit better than the rest. He likes industrials as a group, but understand this is going to be a higher volatility position. Use Stops.


Price:
$58.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-02 DON'T BUY Must be logged in to use chart DGC-T Detour Gold

His base case is that gold 18 months ago rolled over, probably for the cycle. While we will have tactical rallies, they are likely to underperform for some time. Can’t see many significant catalysts for gold right now.


Price:
$10.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-02 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

Like many of the other energy producers this is performing much better. Prefers Canadian Natural Resources (CNQ-T). This will give you a “sector perform” and he would prefer other names.


Price:
$23.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-02 COMMENT Must be logged in to use chart F-N Ford Motor

Likes the auto industry in general. Prefers the suppliers to the manufacturers.


Price:
$16.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 3,299 entries
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