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
2016-05-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We have only so much patience.  The market broke the 2000 highs in the beginning of 2013 and has chipped itself sideways since then.  Every 3 years we get a really big decline.  Despite the fact we are near highs, the S&P short interest is at all time highs.  There is tremendous bearishness yet he sees from his models that we have healthy markets.  He thinks there are a lot of people on the wrong foot on this market.  This is a great contrarian indicator. After a 2/3rd decline in energy we are likely to have a 50% upside. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-05-25 HOLD Must be logged in to use chart ALA-T Altagas Ltd

Dividend growth is not what it was over the last few years.  You are buying it as a bond proxy, rather than a dividend growth stock going forward.  The dividend is okay, but there are better names in the utilities.  H-T, for example.


Price:
$31.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2016-05-25 HOLD Must be logged in to use chart AMLP-N Alerian MLP ETF

Energy infrastructure and pipelines.  They wrap up tax reporting into a single figure.  That is the attraction.  You are less likely to see volume growth with oil where it is.  This is going to be an income name only, no growth.


Price:
$12.370
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2016-05-25 BUY Must be logged in to use chart BEP.UN-T Brookfield Renewable Energy

It is a good long term energy investment. 


Price:
$38.350
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2016-05-25 TOP PICK Must be logged in to use chart BLK-N Blackrock Inc.

Investment management company, absolute leader in ETFs.  Money is moving its way toward ETFs.  Money has been leaving equities this year, but they are seeing net capital inflows.  Their margins are expanding.  17 times earnings.


Price:
$364.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

BNS-T vs. NA-T.  Totally different.  BNS-T is a global bank leaning toward the Caribbean.  NA-T is not the same thing.  This environment is constructive for developed markets with energy prices staying stable.  He prefers more North American exposure so chooses NA-T.  He would prefer RY-T to either of these.


Price:
$64.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2016-05-25 PAST TOP PICK Must be logged in to use chart C-N CitiGroup

(Top Pick Jun 4/15, Down 14.58%) Got stopped out and got out of financials last year.  This group looks quite attractive right now.  This one gives you global exposure.


Price:
$46.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
No
2016-05-25 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

(Market Call Minute) Will continue to be attractive.  They have been great at executing.


Price:
$225.860
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 BUY Must be logged in to use chart CGX-T Cineplex Inc

They have done a great job of executing.  It has been a good year with Star Wars.  It might be a tougher year next year.  They recently made a new high, but looks like it is ready to lift.  He would have no problem owning it.  This one is attractive from a yield (3.1%) point of view.


Price:
$51.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
No
2016-05-25 BUY Must be logged in to use chart CSCO-Q Cisco

They are at the heart of data transfer.  They are an absolute leader in the group.  Margins are rising and they are increasing their percentage of services.  As video picks up in use over the web they are part of the infrastructure.  The stock just broke out to new highs.  It is not expensive – 11 times earnings.  They are committed to returning 50% of free cash flow to investors.  19% per year dividend increases.


Price:
$28.920
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 DON'T BUY Must be logged in to use chart CWB-T Canadian Western Bank

His macro view is that structurally energy could be tough for a longtime.  He does not like something that is broken and that you hope is fine.  He prefers outside of Western Canada.


Price:
$25.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2016-05-25 BUY Must be logged in to use chart DIS-N Walt Disney

(Market Call Minute) The one concern is the loss of subscribers at ESPN.  They are firing on all cylinders, however.  The consumer discretionary group should start to lift here.


Price:
$99.860
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2016-05-25 BUY Must be logged in to use chart FB-Q Facebook

Internet media is one of the key themes.  This one looks very, very attractive.  They are doing a great job in mobile and on the desktop as well as in video.  They are growing users monthly.  Payments are going to be bigger, only about 5% now.  PNQI-Q includes a basket of these companies, also.  You should have exposure to this theme.


Price:
$117.890
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2016-05-25 PAST TOP PICK Must be logged in to use chart FDX-N FedEx

(Top Pick Jun 4/15, Down 7.39%) They started the correction last spring.  They bottomed at $120 last February and are now at $160.  He would have no problem owning it right now.


Price:
$164.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
No
2016-05-25 BUY Must be logged in to use chart FTS-T Fortis Inc.

Income replacement is a key theme in this market.  FTS-T is a wonderful company that has raised its dividend forever.  There is no sign of it stopping.  This is not going to be a rocket ship if the market works its way higher.  It will have significantly lower volatility. 


Price:
$40.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Unknown
Showing 1 to 15 of 3,831 entries
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