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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
2014-06-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There are periods where there is a lot of change and transitions, and then you go through periods where there is some fairly steady leadership. For about a year now we have had very steady improvement and breadth in the market, meaning more and more stocks are slowly participating. He sees a very healthy environment. Alternatives would be a 2.5% treasury bond or an average stock in the S&P with an earnings yield of somewhere north of 7%. This means you get paid very well to take equity risks today. Unless you think rates are about to shoot higher, equities are probably the place to be focused, and there are some very clear themes in the market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
_N/A
2014-06-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. His exposure has been going up through the year. For about 4 years now he has been focused on energy infrastructure, but in the last 6 months he has really extended his exposure to producers and service companies. It is not so much a story of the price of oil, but just a boom in volumes and falling costs in finding and lifting new reserves. The cost to find and lift new reserves has fallen about 12% a year for the last 4 years. They are mass manufacturing energy in the US right now, and a lot of companies are benefiting. His equity portfolios are above 40% in energy across a broad spectrum of different themes. Natural gas companies are doing a lot better for the first time in a long time so that is a newer theme for him. The net of this is that the cash flow generation is growing, and the costs to bring on new reserves have come down to such a level that this is just a good margin business.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
_N/A
2014-06-12 BUY Must be logged in to use chart AC.B-T Air Canada (B)

(Market Call Minute.) Likes this one. Airlines have pulled back in the last couple of days on some concerns on things going on in Europe. This company has new capacity coming on, and doing a good job of managing it.


Price:
$9.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-12 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

For the last 18 months or so, he has been particularly bearish on gold. Gold is getting to a point where it has been pretty well sold-out. Certainly a lot of the stocks are extended to the downside. If we are in a longer-term downtrend for gold, which we probably are, it doesn’t mean you can’t have great trading rallies. Doesn’t believe it will be more than a couple of month’s rally, so look at the best performing stocks in the group. This one is certainly acting better, and has based out over the last year. Detour Gold (DGC-T) is one you could look at for a trade.


Price:
$35.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
No
2014-06-12 HOLD Must be logged in to use chart ALA-T Altagas Ltd

Buying a Put versus using a Stoploss? Certainly this is an alternative on something like this. You just have to find the right price to do it. He would give this one a little bit of space. The 200 day moving average is down around $41-$42, and there is a nice yield supporting it. You are going to get great dividend growth going forward.


Price:
$49.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-12 STRONG BUY Must be logged in to use chart AMT-N American Tower

Looking at this against the REIT complex, it is very steady, but has strong dividend growth. It broke out of an 18 month base of $85. Had actually considered using this as a Top Pick. This business has towers, and the towers have wireless companies as tenants. When you go from 3G to 4G technology, you don’t take down the 3G stuff, you just add more equipment to the tower. Will probably double its cash flow in the next 5 years. Dividend will grow very quickly. This is good for an investor who is looking for a little bit of yield and some dividend growth.


Price:
$88.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-12 WAIT Must be logged in to use chart BAC-N Bank of America

Very well run bank, and he thinks they will get it turned around, however they have taken a punch to the chin on their branding. If he were making an investment today, he would wait to see the sentiment get a little bit better. Would like to see them executing a little bit better. Would prefer something like Wells Fargo (WFC-N) instead. Also he would be more interested in focusing on an asset manager as opposed to a bank or insurance company that has strong business and wealth management.


Price:
$15.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-06-12 COMMENT Must be logged in to use chart BWA-N Borg Warner

Outside of energy, financials and technology, industrials are about the best group in the market. He has positioned himself to be in industrials that benefit from just slightly improving economic growth. This company gets about 25% of its sales from the US, and he is focused on companies that get more exposure than that. This is one that you can own. It has good exposure to auto. It is seeing acceleration in revenues.


Price:
$64.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
No
2014-06-12 BUY Must be logged in to use chart CEU-T Canadian Energy Services & Technology

Does cleanup around camps and drill sites. It feeds well into the growth, production and growth in finding and lifting oil and gas.


Price:
$32.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-12 BUY Must be logged in to use chart CPX-T Capital Power

One of the big themes in this market is people looking for income replacement, and this company plays into that demand. There won’t be a lot of growth, but you are going to get paid a pretty good yield, close to 5%. If you’ve got a little bit of dividend growth along the way, plus your 5%, you’re going to do okay.


Price:
$26.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-12 COMMENT Must be logged in to use chart CSCO-Q Cisco

(Market Call Minute.) This is old tech, and we are seeing some spending being done by corporations. Thinks you will do okay here.


Price:
$24.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
No
2014-06-12 TOP PICK Must be logged in to use chart FANG-Q Diamondback Energy

He tries to find companies that are good and getting better than the peer group. They’ll produce about 7000 barrels a day this year and 17,000 barrels a day next year and 25,000 barrels a day the year after that. Enormous growth. Uses technology in the Permian Basin to really grow their reserves and production. They are going to IPO off some royalty properties, and will probably get $1 billion-$1.5 billion from their purchase price of $440 million. They could be worth $2 billion-$3 billion.


Price:
$84.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-12 DON'T BUY Must be logged in to use chart FCX-N Freeport McMoran Copper & Gold

(Market Call Minute.) He continues to be quite bearish on copper. Stocks are not performing well.


Price:
$33.670
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-06-12 BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This is a growth name, not a yield generating company. He likes this because it has a growth rate that is roughly twice what you see in the ethical pharmaceutical companies, but is trading at a multiple that is about the same. This got hit when the biotech ETF’s sold off. There are near-term catalysts over the next year that could be quite positive for the stock.


Price:
$80.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-06-12 COMMENT Must be logged in to use chart HPQ-N Hewlett-Packard Co

Good management. One of the core themes in this market right now is old tech. The market likes cash flow generation, predictability, strong balance sheet, and is not necessarily looking for rocket fuel. This company generates about an 8% free cash flow yield, which is very attractive. No growth, but sort of a restructuring story. If they can get some growth because the economy is getting a little bit better, this could do very well.


Price:
$33.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
Yes
Showing 1 to 15 of 3,361 entries
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