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David Burrows , President

Barometer Capital Management


Date Signal Chart Symbol Company Opinion Price
2015-08-13 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.  Asset classes come into favour and go out of favour.  In a secular bull market you get earnings growth, multiple expansion, and over time the correlations between stocks seem to fall.  We are now in a world where energy, low priced and plentiful, is leading the markets.  There are sectors and markets being hurt by that, putting them into a bear market.  He favours consumer sectors.  Housing ETFs are hitting new highs today.  Consumer discretionary like SBUX-O is hitting new highs.  Financials that are domestically focused on the US are doing well.  Technology is in favour because companies are looking for technology and have cash to spend.  We are headed for a tough period, but the trend is good for equities.  Money should slowly rotate from bonds which are over owned into large cap equities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2015-08-13 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Prefers the auto parts and assemblers as opposed to the big auto companies.  The strong dollar is a problem for US auto makers. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-08-13 PARTIAL SELL Must be logged in to use chart AAPL-Q Apple

(Market Call Minute) He cut his position in half.  Financial metrics are strong, but he takes the price signal which is underperforming and carves back his stake.


Price:
$115.150
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 PAST TOP PICK Must be logged in to use chart ADM-N Archer Daniels Midland Company

(Top Pick Sep 9/14, Down 4.39%) He got stopped out.  The AG space had been choppy at best.  He got out in the fall of last year.


Price:
$47.510
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-08-13 BUY Must be logged in to use chart AIG-N American International Group

(Market Call Minute) His single biggest position.  They have a lot of opportunity for optimization of their financials.  Insurance is a great sector in the US right now.


Price:
$63.240
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A really well managed company that grew effectively by acquisition.  They bought under managed assets and added them to their businesses.  They have lots of room to grow.  They are in the right group.  With oil hitting new lows, this is a company that can continue to perform very well.


Price:
$58.530
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-08-13 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He tries to find areas of leadership and then the best business within that with the best balance sheet.  He never tries to buy broken hoping it will get fixed.  He likes the price to be behaving as if things are getting better.  The price of BBD.B-T is just getting worse.  He prefers others in the space, e.g. NOC-N.


Price:
$1.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-08-13 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

Anything related to the consumer in Canada is performing well.  We have big parts of our market that are broken.  This one is a stellar performer.  He likes the idea of owning US dollars, but he is happy to own this stock.  He is not concerned it is getting too expensive here.  This stock is not well known.


Price:
$185.250
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 PARTIAL SELL Must be logged in to use chart DIS-N Walt Disney

(Market Call Minute) He cut his position in half.  It is negative in the broadcast piece of the business (40%).  It is a great business otherwise.


Price:
$107.520
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 BUY Must be logged in to use chart FB-Q Facebook

A large holding of his.  He is not afraid to go with what is working.  A great job of mobile advertising.  They continue to execute well and do a great job.  Pick your stop.  They have some natural tailwinds.


Price:
$93.430
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK Must be logged in to use chart FISV-Q Fiserv Inc

This is in payment technology.  There is lots of opportunity to grow.  This is one of the big players. 


Price:
$89.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 SELL ON STRENGTH Must be logged in to use chart FM-T First Quantum Minerals

Commodities are now in a 10 year secular bear market.  They can only have short term sharp rallies.  He does not know what level they will bounce from next.  You probably want to sell commodity stocks on strength.


Price:
$9.310
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-08-13 BUY Must be logged in to use chart GIB.A-T CGI Group (A)

Technology services are a great theme in this market.  They did a great job of growing their business in the US.  See his Top Picks today for an IT services company.  This one had a pullback and is in the right space to be in.


Price:
$49.190
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-08-13 BUY Must be logged in to use chart GS-N Goldman Sachs

Financials are a natural winner.  If you think investment banking is going to continue to expand then this is a natural beneficiary.  It had a natural pullback and you should buy it here.


Price:
$200.740
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK Must be logged in to use chart HCA-N HCA Inc

Healthcare has been a big focus of his.  This is the largest hospital management companies in the US, even if only 5% of the market, so there is lots of room for growth.  The US population is aging.  This is a steady, non-economically sensitive company.


Price:
$50.970
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 3,649 entries
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