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David Burrows , President

Barometer Capital Management

Date Signal Symbol Company Opinion Price
2013-05-09 N/A A Commentary A Comment -- General Comments From an Expert

Markets. There are some very clear and long lived themes that continue to perform very well.  The companies that are highly economically sensitive are not doing as well and companies that are benefiting from monetary policy and have a good dividend policy.  Investors lack income replacement.  Highly cyclicals are doing well, but consumer cyclicals are benefiting.  Companies and sectors where their ability to pay is improving are doing well.  Telecom, Real Estate Investment Trusts, and Pharmaceutical.  These companies are willing to pay out more of their earnings.  He avoids materials, energy producers, and golds.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2013-05-09 N/A A Commentary A Comment -- General Comments From an Expert

When Interest Rates Go Back Up:   Banks are good at managing their liabilities. Will not pose a problem.  Higher interest rates allow them to widen out their spreads.  Higher rates will mean economic growth and this will mean more loan growth, so you would expect banks to do very well. 

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2013-05-09 PAST TOP PICK ABT-N Abbott Labs

(Top Pick May 17/12, Up 24.24%) He stayed with this and not the spin-out.  This is about the best performing part of the market this year.  Good dividend growth and very strong balance sheets. 

 Price:
$36.180
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 DON'T BUY ABX-T Barrick Gold

(Market Call Minute) Avoids golds.  If dollar gets stronger they will have a tough time.

 Price:
$21.060
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-09 BUY AD-T Alaris Royalty

An interesting company that provides financing in exchange for a royalty on their revenues.  They have a portfolio of cash-flow generating assets.  Payout has been steadily growing and no risk in any one business. 

 Price:
$29.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 DON'T BUY AGU-T Agrium

This is the time of year to buy agriculture.  But there are headwinds.  Late US crop due to weather.  Nat Gas prices are higher and it is an input cost.  Second quarter is the big one for them.  Weather could hold back some of their orders.  He would prefer Monsanto.  He is short the stock.

 Price:
$95.610
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 BUY ALA-T Altagas Ltd

He has recommended a few times.  Biggest single theme that he is invested in (energy infrastructure).  This industry will continue to be revalued.  There are a lot of analysts that want to look at the last 10 years, but the opportunity now is different and the growth rate is different.  Assets are very long life and contracts have indexing to inflation.  They have big new projects that will add significantly to their cash flow over the next two years.  If your window is 3 years you get 4% yield and 7-10% dividend years.

 Price:
$38.550
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-09 BUY AMLP-N Alerian MLP ETF

Mid stream energy infrastructure companies in the US are usually held in a master limited partnership.  The problem is that the investor has to pay taxes locally in the state they are in.  AMLP-N is an ETF that takes care of the tax problem.  He likes it.

 Price:
$17.750
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 DON'T BUY ATH-T Athabaska Oil Sands Corp

(Market Call Minute) Big integrated oil companies have no pricing power so own the infrastructure companies, same as IMO-T.

 Price:
$5.840
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-09 DON'T BUY BA-T Bell Aliant

With a 7% dividend that is not covered, he prefers not to own this kind of company.  Prefers T-T (Telus Corp.).

 Price:
$28.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-09 WEAK BUY BBD.B-T Bombardier Inc (B)

Their recent numbers were pretty good and bookings are strong.  Prefers Boeing.  BBD is following in suit, though.  Price breakout on the chart and you could own it.

 Price:
$4.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-05-09 PAST TOP PICK CASH CASH

(Top Pick May 17/12, Flat) Investors now believe that central bankers are dead serious about putting a floor under asset prices.

 Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 HOLD CM-T Canadian Imperial Bank of Commerce

The problem is not a quality problem but that there is a lot of international money in Canada that is moving out of Canadian stock markets.  US banks should see more dividend growth.  Prefers US financials.

 Price:
$79.630
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-09 WEAK BUY CTC.A-T Canadian Tire Corporation Ltd. (A)

Buy the REIT or the stock?  He reduced REIT exposure in the last few months, thinking Canada is slowing a little with the US being better.  Thinks the value on the real estate is higher than they put it at.  Prefers the US.  The only risk is that it is a single tenant risk.  But they are unlocking value in the short term.  There probably is upside.

 Price:
$82.360
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-05-09 BUY GILD-Q Gilead Sciences Inc.

Biotech group has been performing extremely well.  There is growth and there is an expectation that they will be bought by a traditional drug company.  You are buying something for growth here.  Prefers to own the group, such as XBI-N, an ETF.

 Price:
$52.790
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 3,026 entries
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