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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
2014-12-18 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks. The banks are set up for the environment that is coming toward us.  You have to pick your spots.  RY-T is probably the most attractive because it has such a large wealth management division.  The other bank he likes is TD-T because of the US footprint where they are executing well.  He would prefer a US bank because of the dividend growth.  WFC-N is one pick.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We have been going through an18 month market transition.  In 2012 what worked was China and the countries that supplied into the China growth story.  As the growth story in China slowed, the consumer-lead growth story started to lead.  The one commodity that held up in value was oil.  Then the oil producers sold off starting with the weaker ones.  He steadily reduced his producers to zero starting in September.  The broad market then started to step away over the last 6 weeks.  The net is that this is a continuation of what has been happening over the last 18 months.  It sets up a very positive environment for the consumer market.  There is likely to be a really strong economic tail wind.  He is focused in developed markets.  He would use this strength as a continued opportunity to sell.  You have to look at the impact of emerging market debt.  As the US dollar goes up, that debt is going up.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-18 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Pipelines. Pipelines stocks are a group a lot of people have made money in.  It was a big weight in his income portfolios over the last 5 years.  Pipelines are the least correlated to the price of oil, but what has happened is that people have lost confidence in the pipelines and multiples have contracted.  They have long term contracts.  Low energy costs for 18 months could cause some volume loss, however.  IPL-T is probably one of the more resilient ones.  He would not put on any new positions just yet, however.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US$.  He thinks the appreciation will continue on for years to come.  The Canadian dollar is not appreciating against world currencies as quickly as the US. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-18 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Healthcare Sector.  The biggest industry in the US.  He would pick JNJ-N.  PFE-N is good also. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 PAST TOP PICK Must be logged in to use chart CIX-T CI Financial Corp

(Top Pick Nov. 12/13, Down 0.52%) His position is about a third of what it was a year ago.  It will continue to do well, but there is some black clouds over the Canadian market.


Price:
$32.410
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 DON'T BUY Must be logged in to use chart COS-T Canadian Oil Sands

It is a technical rally, a bounce off the lows.  A bear market has short, sharp rallies.  They are a drop in the bucket.  COS-T is not the best in the sector, and he would prefer the best, which this isn’t, when one feels it has bottomed.  A bounce into the new year would be more of a trade.


Price:
$10.750
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2014-12-18 TOP PICK Must be logged in to use chart DIS-N Walt Disney

One of the first places people spend money when they have more.  They are opening a new theme park in China.  Their media businesses are doing well.  Strong balance sheet and they are likely to win in a better environment.


Price:
$92.610
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Must be logged in to use chart EA-Q Electronics Arts Inc

The consumer has more money in their pockets now.  EA-Q has a broad range of customers from young to old.  They will now spend more money in gaming.  Now more and more sales are being done online so that a retailer is being cut out.  The customers are repeat customers, constantly upgrading their games.  Their business model is changing and their margins are going higher.


Price:
$47.240
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 DON'T BUY Must be logged in to use chart FM-T First Quantum Minerals

Metals and minerals may have a really between now and end of year, but the trend is lower and under performance.  The cycle is done for them.  The last marginal dollar of demand is slowing.  Stay away from the sector.


Price:
$16.450
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Health care has been about the best performing sector.  An interesting company because they have lots of products and there are lots of catalysts coming.  This is where money is going during the rally.


Price:
$105.540
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 DON'T BUY Must be logged in to use chart GOOGL-Q Google

Internet stocks as a group have underperformed recently due to profit taking.  One of the concerns now is how much revenue is out there and available for online advertising.  We are seeing money move toward more economically sensitive names.  There has been tax loss selling recently.  He is still in AAPL, semiconductors, and security software however.


Price:
$514.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2014-12-18 PAST TOP PICK Must be logged in to use chart HD-N Home Depot

(Top Pick Nov. 12/13, Up 29.57%) It is the kind of stock he looks for.  It came out of the recession better than it went into it.  They raised their dividend and bought back so many shares it costs them less now to pay the larger dividend than before.  There is pent up demand in home renovation.


Price:
$100.670
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 DON'T BUY Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

REITs.  A lot of people are worried about rising interest rates, but he thinks it is not likely to happen any time soon.  This sector looks interesting.  This has been an underperformer.  Prefers GRT.UN-T.


Price:
$21.470
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 BUY Must be logged in to use chart LNKD-N LinkedIn Corporation

It is aimed at a business consumer and users are prepared to pay.  Great revenue and earnings growth.  Held up well during the decline.  It is an expensive stock, but it is one of those companies that is winning a growing share of the wallet.


Price:
$231.840
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
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