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Compiling comments that experts make about stocks while on public TV.

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Date Signal Company Expert Opinion Price
2015-04-17 PAST TOP PICK Tsingtao Brewery Co.
0168-HK
Norman Levine

(A Top Pick May 2/14. Down 8.17%.) A brewery in China, and one of the largest globally. Owns this as a play on growing domestic consumption in China and ongoing urbanization. Still likes this and its outlook.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Economy.  He is waiting for rising interest rates in the US and everywhere. What is fuelling the stock market is what he would call just free money. Worldwide investors have been pouring money into equities, because fixed income is either providing very little or nothing. Large US multinational companies are being hit with currency issues because of the strong US$. Has been scaling back his exposure to equities, as he has found it much easier to Sell than to Buy. Hasn’t been adding anything in the multinational area, but has doubled his position in 3 banks, 2 US and one Canadian. For the most part they don’t have the exposure. Also, valuations are much, much more reasonable than multinational companies, especially consumer stocks.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2015-04-17 DON'T BUY Alcoa
AA-N
Norman Levine

Not a fan of most commodities. We still have longer to wait. Commodity cycles are very long, and we are in about a year 4 or 5 of the latest downtrend. One thing that bothers him is that China is a net producer of aluminum, not an importer.


Price: $13.460
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-04-17 BUY on WEAKNESS Apple
AAPL-Q
Norman Levine

Because the market has been so frothy, based on the free money, he would wait for a pullback in this as well as in most stocks.


Price: $124.750
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-04-17 WAIT Arc Resources Ltd
ARX-T
Norman Levine

One of the 2 energy stocks that he does own. A mixture of oil and gas. Exceedingly well-run company with very good properties. He would hold off buying because he thinks the price of oil is going back down again and gas has stayed down.


Price: $25.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-04-17 COMMENT BCE Inc.
BCE-T
Norman Levine

He prefers this to Rogers (RCI.B-T) because Rogers has a much bigger footprint in wireless, and they have been losing market share and subscribers.


Price: $53.970
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-04-17 TOP PICK CCL Industries (B)
CCL.B-T
Norman Levine

A Canadian based multinational consumer company. Their products are packaging. A world leader in labels, especially pressure sensitive ones. Also, make aluminum cans and plastic laminate tubes that are going into cosmetics, etc. A couple of years ago they made a transformative acquisition from Avery. They bought their label business as well as their digital printing business. That has been a huge win for them. Dividend yield of 1%.


Price: $146.930
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-04-17 DON'T BUY Canadian Oil Sands
COS-T
Norman Levine

Sold his holdings and has no desire to go back to it. An exceedingly volatile stock. Part of it is because every other day somebody is whispering takeover rumours.


Price: $12.960
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-04-17 COMMENT Costco Wholesale
COST-Q
Norman Levine

Great company and they run fabulous operations. However, consumer spending in the US has not been what people have been expecting. Retail stocks have all been stellar performers, but in anticipation of the consumer spending that hasn’t come. In the near term this is probably vulnerable, along with other retailers, to a correction.


Price: $144.570
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-04-17 COMMENT Crescent Point Energy Corp
CPG-T
Norman Levine

Sold his holdings because he was convinced that the price of oil was not going anywhere soon. This one has held up way better and has acted way better than a lot of oil stocks. It has great land positions. Also, management has very prudently hedged about 60% of their production at around $90 a barrel. The dividend is safe under current conditions, but he questions if it is safe next year if oil prices stay at a low level.


Price: $32.380
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-04-17 COMMENT Walt Disney
DIS-N
Norman Levine

Disney (DIS-N) or Starbucks (SBUX-Q)? Dissimilar companies. He doesn’t own either, but if he were, it would probably be this one because he likes the long-term prospects for entertainment. Dividend yield of 1.08%.


Price: $106.690
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-04-17 TOP PICK General Electric
GE-N
Norman Levine

Have proposed selling GE Capital, which is a transformative thing for them. They are going to largely get out of financial services and become a purely industrial company. Have said they will be doing a huge share buyback. Believes they are going to increase the dividends again on a regular basis. Also, make transformative acquisitions in the industrial space. Thinks that all of this will lead to a much higher stock price.


Price: $27.250
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2015-04-17 HOLD Kroger Co.
KR-N
Norman Levine

One of the biggest supermarket chains in the US. This has been an attractive area because it is purely domestic and earnings have been growing as they’ve been consolidating some of their stores and cutting expenses. This has been boosting profitability. The stock has done very well.


Price: $71.840
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-04-17 COMMENT Labrador Iron Ore Royalty
LIF-T
Norman Levine

Actually doesn’t own anything. It has a royalty on iron ore produced and sold by the Iron Ore Company of Canada. Iron ore prices have been under siege and volumes have not been as good as they could be. This has a nice 8.5% dividend yield and eventually will come back. The Company has recently sent out a proxy wanting to change the status of the company. He would suggest that you vote against that.


Price: $11.790
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-04-17 COMMENT Magna Int'l. (A)
MG-T
Norman Levine

An excellent company. The auto market has been doing very well and they have been a prime beneficiary, both in North America and Europe as things start to get better. A fine company and should continue to be.


Price: $65.580
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
Showing 1 to 15 of 139,088 entries
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