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

Viewing Expert

David Burrows , President & Chief Investment Strategist

Barometer Capital Management


Date Signal Chart Symbol Company Opinion Price
2016-06-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. This is a really interesting market. Everybody is peering around every corner for what could derail the market. There are lots of jitters. The percentage of bullish advisors in the US is still hovering around 20%, not much above the 30 year low that it hit a few months ago. Also, Brexit is coming up, there are concerns about China, concerns about other countries in Europe, so there is no shortage of things to worry about. Yet we are at about 2.5% from the highs in the S&P 500. He runs a model that tracks the percentage of securities in a particular market that are performing well technically. Since February there has been a slow steady improvement. Even in the last 10 days, where the market has been wobbling around, there has virtually been no damage to that indicator. Money is working its way into stocks despite all the big concerns. As we go through the summer, stocks can actually probably go a lot higher. When you look at the return they are generating on their capital, versus where you can go to buy a piece of fixed income, the risk premium you are getting paid as an investor is very significant, not to mention the yield. The markets looks pretty attractive and we just have to get through some of the noise. There are all kinds of great companies that are better than the market, with really strong balance sheets and very strong dividend growth, north of 10%, and you are not taking on that balance sheet risk of buying a government bond at no yield. We are in a secular bull market for stocks where you tend to get better returns on the long-term average.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2016-06-14 COMMENT Must be logged in to use chart AAPL-Q Apple

This has a history of innovation. He is watching this one very closely because they are coming in to a new product cycle, making it interesting.


Price:
$97.460
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-14 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

(Market Call Minute.) A lot of the energy infrastructure companies are making a great comeback. This has been a laggard off the bottom and has made very little progress versus the market. He would prefer something like a TransCanada Pipe (TRP-T), and Enbridge (ENB-T) or even a Pembina (PPL-T).


Price:
$30.570
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-14 COMMENT Must be logged in to use chart AMAT-Q Applied Materials

(Market Call Minute.) He likes the semiconductor space. This is trading pretty close to its highs, and is a great large cap way to play the next cycle in manufacturing.


Price:
$23.740
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-14 TOP PICK Must be logged in to use chart AVGO-Q A|vago Technologies

This was a merger of Broadcom and Avago, both leaders in their market. Today they are the leader in RF chips which are in every Apple device. Their product offering is so strong that they were able to get a 2-3 year contract out of Apple (AAPL-Q) which Apple does not do. They have a locked-in loaded position in the next generation of iPhones and iPads, which is an expanding market. The 2nd market they are in is automotive. Cars are all becoming more connected to the Internet. This company is going to generate about $5 billion in cash over the next year. It is generating a return on capital of about 7%. Dividend yield of 1.26% which will grow at about 10% a year.


Price:
$158.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 DON'T BUY Must be logged in to use chart BA-N Boeing

(Market Call Minute.) He would prefer General Electric (GE-N) over this.


Price:
$130.500
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-14 TOP PICK Must be logged in to use chart BMY-N Bristol Myers Squibb

This company is going so much faster than all of the major pharmaceutical companies, and should be trading at a substantial premium. They are well known for Eliquis, a heart and stroke drug, but are becoming very quickly the leader in immuno-ecology, which teaches your cells to turn on cancer cells to eradicate them. This market could be a $25-$50 billion market. Dividend yield of 2.08%.


Price:
$73.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 COMMENT Must be logged in to use chart CAT-N Caterpillar

When you look at a collapse in an asset class, such as energy in the last 18 months, he has never seen where it bottoms and turns around, and becomes a new leader right away. We have had a great rally in energy and there is some risk that as we get back the cost of production, new production will come on. This company had a tremendous rally since February, but is looking a lot like the energy and metals sectors, and there is some risk that it runs into resistance here and could roll over.


Price:
$74.860
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-14 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

Uranium has been a very tough place to be, and this has been a chronically underperformer, going back to 2007 when it peaked out. When there are lots of companies doing well, and lots of sectors that people care about, trying to pick a bottom in something that has been falling for 10 years is a tough thing to do.


Price:
$14.510
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-14 COMMENT Must be logged in to use chart CVS-N CVS Health Corp

The drugstore space has been tougher over the last couple of years. If you are going to be in retail, he would prefer something like dollar stores, low-priced retail, and home-improvement companies. This pays a 1.8% dividend and is going to grow its revenues at 12%-13% this year. Technically though it is not one of the stronger performing companies. You may want to move on to something new.


Price:
$96.390
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-14 BUY Must be logged in to use chart DD-N DuPont

DuPont (DD-N) and Dow (DOW-N) merger? Generally, when you put 2 big businesses together, there is going to be plenty of opportunity to cut costs and there are going to be synergies. Ultimately it is going to be a pretty good deal for shareholders. You could own either.


Price:
$65.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-14 COMMENT Must be logged in to use chart DH-T DH Corporation

(Market Call Minute.) In FINTECH he owns a number of companies. Has owned this in the past, but would prefer Visa (V-N).


Price:
$33.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-14 COMMENT Must be logged in to use chart DIS-N Walt Disney

This company has the ability and content.


Price:
$98.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-14 BUY Must be logged in to use chart DOW-N Dow Chemical

DuPont (DD-N) and Dow (DOW-N) merger? Generally, when you put 2 big businesses together, there is going to be plenty of opportunity to cut costs and there are going to be synergies. Ultimately it is going to be a pretty good deal for shareholders. You could own either.


Price:
$52.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 PAST TOP PICK Must be logged in to use chart EA-Q Electronics Arts Inc

(A Top Pick July 9/15. Up 5.7%.) Makes and distributes video games. This is a place where people are willing to spend disposable income. Technically, the price it is trading at right now, is very close to breaking out to new highs. It has been consolidating for about a year. This is still a Buy. You could also look at Take-Two Interactive (TTWO-Q).


Price:
$74.520
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 3,861 entries
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