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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
2014-07-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Energy infrastructure is one sector he has identified as promising.  There are generally a lot of large cap stocks that have not rebounded fully.  Payouts are rising and income growth is plentiful.  Technology, transportation, chemicals and are also leading sectors.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-24 TOP PICK Must be logged in to use chart AAPL-Q Apple

Sometimes it is hard to stick with what is working.  Just about to release a new iPhone.  There is growth in the BRIC countries.  They have the watch device. There is a JV to provide enterprise services.  It is behaving very well and has strong dividend growth and strong free cash flow.  Great balance sheet.


Price:
$97.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 DON'T BUY Must be logged in to use chart AGU-T Agrium

No agricultural exposure over the last couple of months.  At this point it is not one of those sectors to buy.   Not one of the right groups to invest in.


Price:
$98.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-24 PAST TOP PICK Must be logged in to use chart AMZN-Q Amazon.com

(Top Pick Jul. 11/13, Up 20.25%) He continues to see secular growth with online retailing.  25% year over year revenue growth.  You could own this as a proxy on online retail.


Price:
$358.610
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 WEAK BUY Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

You should see 8-10% total return.  It is not a cheap stock, but you could put it away in the portfolio.


Price:
$44.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-24 WEAK BUY Must be logged in to use chart BTE-T Baytex Energy Corp

A core holding for him.  The acquisition they made makes sense.  Thinks it is relatively early days. 


Price:
$48.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-24 DON'T BUY Must be logged in to use chart C-N CitiGroup

Large cap US banks have been disappointing.  He would prefer Canadian banks, asset management companies, and insurance companies.  Both of the later two should be focused in wealth management.  C-N is having a hard job getting revenue growth going.  There are better places too focus.


Price:
$50.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-24 BUY Must be logged in to use chart CEU-T Canadian Energy Services & Technology

There is a boom in the production of drilling.  Earnings growth is strong.  Good support at $30.  A lot of energy companies pulled back over the last few weeks and he is not that bothered by it.  You can buy it here as it has pulled back to natural support.


Price:
$10.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Must be logged in to use chart CXO-N Concho Resources

For every dollar in the ground they find 2.3 dollars of oil.  20-30% production growth and 8% reduction in production cost per year.  They have a lot of opportunity going forward.


Price:
$147.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 BUY Must be logged in to use chart DH-T Davis and Henderson

US business is growing nicely and outweighs the mortgage business that has not performed as well so he would buy it.


Price:
$31.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-24 TOP PICK Must be logged in to use chart DIS-N Walt Disney

Media has been a real leader, but pulled back since March and is now moving forward again.  All businesses are firing on all cylinders.  Should grow 20% in each of the next three years.  A leading company in a leading sector.


Price:
$86.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 PAST TOP PICK Must be logged in to use chart F-N Ford Motor

(Top Pick Jul. 11/13, Up 8.45%) He focused in the last while on parts.  It is a big deal that Ford turned around Europe.  This is a great business with 8-9% margins.   No problem owning the stock.  Consumers have more free cash flow than in over 10 years because interest rates have come down and inflation in food has come down.  Financing is readily available.


Price:
$17.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 SELL Must be logged in to use chart GE-N General Electric

He has been disappointed in it.  It is a proxy on industrial America and performed quite badly.  He sold it earlier in the year.  He prefers chemicals.  He would move on to one such as Dow Chemical.


Price:
$25.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-24 HOLD Must be logged in to use chart GIB.A-T CGI Group (A)

Service companies have been consolidating over the last little while.  Would prefer to buy it as it traded through $40 heading higher.  He likes software.  They are cash flow generators and have strong dividend increases.  He would not chase it here.


Price:
$38.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-24 BUY Must be logged in to use chart KEY-T Keyera Corp

Energy infrastructure is in the middle of a very long revaluation vs. history.  Because of the boom in production, they have had nice growth in cash and dividend.  They will continue to grow it 8-10% a year.  Lots of opportunities to grow.  Will continue to expand in valuation.


Price:
$81.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 3,386 entries
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