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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
2014-11-25 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. There is no indication that the weak pricing is about to abate. Has felt for the last 12-18 months, this is a sector where the tide is going out. Commodity prices are dependent on the last dollar of demand, and if production is growing more quickly than supply, then you have a problem. We are going through the greatest oil boom in the history of the US.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-11-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  For 18 months, his view has been that we are in a new secular bull market for stocks. Fullbacks are likely to be shallower and shorter lived than we have seen over the last many years. When you have a market that is both growing earnings and a slowly expanding multiple of earnings that investors are prepared to pay, it is a very durable market. For consumer led developed economies, very low inflation is a really great thing. This is because the consumer has a little more money to spend and balance sheets are getting better and there are some big sectors that are big winners from low energy prices and low inflation. This would include transportation and retail. In the US economy, 72% of the activity comes from the consumer. He came out of the move in October, well over 97% invested, so very few of his Stops got hit. The biggest reduction he had from a sector exposure, starting in July and into August, was largely leaving the energy sector. The money was moved more towards things that were more consumer concentric, healthcare centric, transportation centric or technology centric.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-11-25 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. For 18 months, his view has been that we are in a new secular bull market for stocks. Fullbacks are likely to be shallower and shorter lived than we have seen over the last many years. When you have a market that is both growing earnings and a slowly expanding multiple of earnings that investors are prepared to pay, it is a very durable market. For consumer led developed economies, very low inflation is a really great thing. This is because the consumer has a little more money to spend and balance sheets are getting better and there are some big sectors that are big winners from low energy prices and low inflation. This would include transportation and retail. In the US economy, 72% of the activity comes from the consumer. He came out of the move in October, well over 97% invested, so very few of his Stops got hit. The biggest reduction he had from a sector exposure, starting in July and into August, was largely leaving the energy sector. The money was moved more towards things that were more consumer concentric, healthcare centric, transportation centric or technology centric.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-11-25 COMMENT Must be logged in to use chart AMT-N American Tower

This has been a real success. They own cell towers globally, with about 67% in the US. A couple of years ago they converted into a REIT. This is like an apartment building where you just keep adding floors to it. As the service providers continue to add equipment as data use goes up, they just get more and more revenue. A great company. Thinks we will continue to see more dividend growth. They have a positive runway going forward. Earnings this year should be up 22% and 15%-16% after that. They plan to spend less money over the next couple of years, so will be able to grow their payout substantially and more rapidly.


Price:
$104.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 SPECULATIVE BUY Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

This is a company that people are buying for the future. Have about 200 different games they’re selling online and are trying to work their way into the online gaming business through Poker Stars. Potentially an enormous market if they can capture 10% of it. This is a call on the likelihood of online gaming being legalized in various states. There are a lot of risks in that.


Price:
$38.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 BUY Must be logged in to use chart BAC-N Bank of America

This has gone through the mill in the last few years. The US banks did a great job in recapitalizing their balance sheets. Has worked its way through all its lawsuits and the US economy is steadily getting better. This bank is getting slowly and steadily better along with it. There is, and continues to be, outsized opportunity for dividend growth.


Price:
$17.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 STRONG BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A highly predictable company with wonderful underlying assets. Have lots of different types of assets that they manage. It is fee revenue that they generate. Have a great history of continuing to build assets. About 40% of their business is in the US, 20% in Canada and 20% in Australia. There is great visibility in the fee revenue they generate. Management has a great record of allocating capital. This could be a core position in almost any portfolio.


Price:
$56.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 PAST TOP PICK Must be logged in to use chart CIX-T CI Financial Corp

(A Top Pick Nov 6/13. Up 3.76%.) He really likes the asset management business. If we are in a secular bull market for equities, the companies that have done a good job managing money are likely to see more dollars come in the door. This company has done a great job. Still likes.


Price:
$34.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 BUY Must be logged in to use chart CSCO-Q Cisco

Corporations are full of cash and don’t need to build capacity, but are looking for productivity. One place where they are spending is technology. Technology is expanding very steadily and is one of the best performing groups in the market. This company is not a high growth company like it once was. Have a very strong balance sheet with very steady cash flow growth, buying back shares and increasing their dividend. Expects technology will have a pretty strong market heading into year-end. This would not be his #1 choice. He would prefer Microsoft (MSFT-Q) or Intel (INTC-Q), but you won’t get hurt here. (See Top Picks.)


Price:
$27.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-11-25 BUY Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

Loblaws (L-T) or Canadian Tire (CTC.A-T)? He likes retail. This is probably one of his biggest sector weights. He has more US exposure than Canadian. Thinks the best theme you can focus on is home improvement and this company fits in there. This would be the one that he would choose in a very short run.


Price:
$125.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-11-25 COMMENT Must be logged in to use chart CVS-N CVS Health

Walgreen (WAG-N) or CVS Health (CVS-N)? If he had to pick one, it would be this one. It has been a very steady performer. Has nicely growing earnings, about 15% this year and 15% next year. Very highly focused on the consumer. Return on equity has gone from about 11% to about 15% over the last 2 years and is likely to continue to perform quite well.


Price:
$90.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick Nov 6/13. Up 34.47%.) It is his view that the Cdn$ will continue to back off from the US$, so he has looked at a lot of US ideas. When the consumer has a little more money, the 1st thing they spend it on is travel and leisure, and this company plays into that theme. Their franchises in the movie business are exceedingly good.


Price:
$91.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 COMMENT Must be logged in to use chart DOW-N Dow Chemical

One of the big input costs for chemicals is natural gas, and prices have been very weak for natural gas. This company benefits when the economy is a little stronger. It concerns him the way chemical stocks sold off in October. He wouldn’t want to see this dip below $50, so if you own, use that as a Stop. He would like to see it make a new high by trading through $55. Feels there may be better names. 3.2% dividend yield.


Price:
$51.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-11-25 TOP PICK Must be logged in to use chart INTC-Q Intel

The undisputed leader in semiconductors. Many would say they are 3 years ahead of their competition when it comes to manufacturing technology, and they are accelerating their pace of innovation. Somewhat economically sensitive. Dominant in data centres, which has rapidly growing revenues. PC market seems to be stabilizing. Will probably grow 10%-12% a year going forward. They’re returning cash to shareholders by buying back shares and raising their dividend. It will grow its dividend at 15% per year. Yield of 2.64%.


Price:
$36.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-25 PAST TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

(A Top Pick Nov 6/13. Up 38.74%.) Thinks that the long-term story for energy infrastructure is intact. You are probably going to get 8%-10% dividend growth for the next 5 years. For this company, it is a necessary piece of infrastructure for the oil sands in Western Canada. It would take a sustained period of very low energy prices for them to curtail their investment. They have very long contracts.


Price:
$34.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 3,473 entries
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