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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
2014-09-09 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. When he looks at the signals, he tries to understand what the market is saying. In general, in a healthy market over time, a broader and broader number of securities should be participating in market strength. In the spring, the developed markets were leading the world, led by the US, followed up with Europe and some other developed markets. We have seen buying in equities spread beyond developed markets and into developing markets. China is certainly behaving better for the first time in 2 years. Latin American markets are behaving a little bit better. The breadth of buying in markets has been expanding, and does not look overcooked when looking at credit markets. Corporations are being able to borrow money at very low rates so the market is not concerned about business risks at this point.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
_N/A
2014-09-09 BUY Must be logged in to use chart AAPL-Q Apple

Apple’s New Product Event: Ultimately, what Apple is trying to do, is to re-establish some growth in the business. They have a history of trading up into these events and then back off a little afterwards. It will really depend on what they come out with. There are high expectations for some new products. Payments could potentially be quite interesting, depending on how the business model works. This is something that a lot of companies have been trying to do, and Apple probably has a critical mass to drive. He would expect them to deliver some very great products. An investment in this company is just an investment in some very secular long-term themes towards wearables, wireless data, etc. Stock has been behaving well into the news and is in a strong sector.


Price:
$97.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Must be logged in to use chart ADM-N Archer Daniels Midland Company

This is a beneficiary of the huge crop in corn and wheat. Prices for the product are very weak, but all they do is process, so it just comes down to volume for them. They came off 2 years where there was drought in the US and their earnings were depressed. They have become very efficient to deal with that. Now they have a bumper crop and are likely to have much higher volumes. Generates cash flow yield of almost 8%. Very shareholder friendly. Have grown their dividend 15% a year over the last 4 years. That is likely to continue. Yield of 1.9%.


Price:
$50.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 PAST TOP PICK Must be logged in to use chart AIG-N American International Group

(A Top Pick Aug 8/8/13. Up 14.07%.) He continues to like insurance. They continue to have opportunities and tailwinds that will continue to go on. This is still a Buy.


Price:
$55.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-09-09 COMMENT Must be logged in to use chart AMT-N American Tower

This company owns cell towers around the world. In effect, it is a REIT that owns real estate which contains cell towers. Their tenants are the phone companies that put their gear up on the tower to transmit and receive. There is a boom in data use. As that continues, more equipment has to go up on these towers. The average tower has 2.5 tenants and could go to 5 tenants over time. When they come with new generations of gear, they don’t take the old gear down, because people still have some old equipment. He likes this as a dividend growth story.


Price:
$98.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 DON'T BUY Must be logged in to use chart BB-T BlackBerry

This company has gone through a significant change in their business. They are really trying to make money on their enterprise system. He thinks there is a fair bit of risk in the business so he would prefer others.


Price:
$11.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-09-09 DON'T BUY Must be logged in to use chart BNP-T Bonavista Energy Corp

Hasn’t taken a close look at this one recently. One of the things he watches for when a sector has been doing very well is for those companies that start to under-perform early. Earlier this summer, natural gas stocks were having a very good run, but this companies share price started to back off. They have under-performed coming into and during this rally, and are now under-performing and starting to selloff early.


Price:
$13.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-09-09 BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

(Market Call Minute.) Canadian banks put up great earnings. Most companies beat on their wealth management businesses.


Price:
$106.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 COMMENT Must be logged in to use chart COP-N ConocoPhillips

(Market Call Minute.) Their refining margins should benefit from energy prices. They will trade like the rest of the integrated oil companies. Will be somewhat dependent on the price of oil. You could buy it here, but the risk is falling prices.


Price:
$78.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2014-09-09 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

There is a slowly improving market environment in North America. This company moves a lot of stuff. Transports are hitting a new high, which tells you the market believes the economy is slowly getting better. They are a big beneficiary of the lower energy prices.


Price:
$226.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Market Call Minute.) This is at risk to the energy prices, but they have a shareholder base who bought this for the distributions and dividends. This will pay you along the way so if you want energy exposure, this is a good one to own. Good defensive play.


Price:
$42.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 BUY Must be logged in to use chart DD-N DuPont

We have gone from a market between 2000 and 2012 that was for price setters. Producers of products that were in short supply were able to set prices. Price takers, that had to pay those higher prices were under pressure. Feels we have gone through a watershed over the last few years, where the price takers are doing much better because commodity producers are having a hard time setting price. Anybody buying commodities now are benefiting from the weakness in commodity prices. The chemical industry has been a huge beneficiary of the boom in oil/gas production in the US. He likes chemical industries as a whole. This is a great company in that they have been shedding the commodity chemical business and focusing on specialty chemicals, which are higher margins.


Price:
$65.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-09-09 BUY Must be logged in to use chart DIS-N Walt Disney

There are a lot of drivers behind this company. It is benefiting from the same tailwind that the whole US economy is benefiting from, which is 72% consumer. With falling food and energy prices, with falling financing costs and less strain from commodity prices, the consumer has more money to spend. The first thing people spend money on is travel and entertainment. It doesn’t hurt that Disney has strong strength in media. In the movies, they have a bunch of franchises that will really start to hit over the next year.


Price:
$89.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 COMMENT Must be logged in to use chart ENB-T Enbridge

This is a great study of being a leader within a group, at a time when the group has been out of favour. In 2009 this was a sector that was generally unloved, but this company has been executing very well. It is a remarkably disciplined business. They look at every potential new project based on return of capital. They had a lot of long-term projects lined up to build. They continue to be that way. He thinks there is a long runway for the energy infrastructure companies, and this company will participate in that.


Price:
$56.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2014-09-09 COMMENT Must be logged in to use chart FANG-Q Diamondback Energy

One of the biggest changes in his portfolio over the last 6-8 weeks has been reduction in exposure to exploration and production companies so he is no longer in this. A great company and their production growth is remarkable. The problem is some near-term concern on the price of West Texas crude and Brent Sea oil, so producers have been backing off. Stock is behaving very, very well and has not broken down technically. He has just been increasing his Consumer Discretionary exposure and reducing some of his energy producers.


Price:
$76.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
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