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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
2015-02-27 N/A A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

Markets. As an active portfolio manager, you have to not only cherry pick stocks, but also take the responsibility of what areas you are going to overweight and underweight, based on risk and opportunity. Looking at the Canadian index, we know it is quite heavy in energy, commodities, as well as financials. If you replicate that, you will have the same performance in both good and bad times. He tries to beat the market and outperform in good times and protect capital in bad times. Currently he has 90% in consumer discretionary while the TSX weighting is just 6%. He is looking for opportunities in the US. Currently overweight in consumer discretionary as a play on capitalizing on the recovering US economy. Feels the US consumer will be active in the coming years with names such as Magna (MG-T) and GameStop (GME-N). If you are a hands on investor and have the resources to do the homework and research, there is real value in cherry picking names, not only to beat the market in the good years, but to better protect capital in the bad years. He is more focused on the bottom up approach to investing.


Price: $0.020
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: _N/A
2015-02-27 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

Gold. Does it make sense to always have some exposure in a portfolio, or is it best to view it as just another commodity? As a long-term investment, this has not been a great investment. However, there are periods where owning gold has given an exceptional return. As a long term play, it doesn’t generate revenue, doesn’t pay a dividend and at times you want to own it and at times you don’t. He prefers bullion to owning companies, as its performance is based on the commodity price, whereas with gold companies there is the risk of the underlying commodity as well as management and balance sheet risk. Not a place that he would be.


Price: $0.020
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: No
2015-02-27 BUY A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

Canadian banks. Feels these will not be as prosperous as they have been, especially on the reliance of the Canadian consumer. Looking at consumer debt as a percentage of household income, at some point we are going to see loan growth start to slow. As a result, the lean net interest margin that is there will start to hit the bottom line. He owns all the Canadian banks except for Toronto Dominion (TD-T) and Bank of Montréal (BMO-T), which are more heavily weighted in the US, which he is capturing through his US regional banks. You would be best off taking a weighting in each of them because they are correlated to one another. Or you could pick an ETF.


Price: $0.020
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2015-02-27 BUY on WEAKNESS A Comment -- General Comments From an Expert
A Commentary
Kash Pashootan

Railroads. He is not in this space which is really just a valuation play. On the Canadian rails, you are paying a big premium. He likes the space, but doesn’t think it is going anywhere. Wait for a bit of a pullback.


Price: $0.020
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: No
2015-02-27 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Markets. In the very near term, North America as well as global equities, they are a little extended according to the Relative Strength Index. In North America, both the S&P 500 and the TSX are in the 60 something range for the RSI, which is getting a bit overbought. Thinks a brief pause is in order. Those 2 indexes are trading at 18X-19X the trailing or forward earnings. This is at the higher end of historical valuation ranges. Geopolitical risks, uncertainty of the timing of rising interest rates, and the spill over of lower commodity prices are risks that he is looking at. They will cause more volatility. On the positive side, the lower energy costs will be a net benefit for the US economy, because 70% of the US economy is the consumer. Also, oil importing companies will benefit. Because of this, he thinks we will see markets grind higher in the US and other parts of the world. A Buy on Dips mentality still makes sense.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: _N/A
2015-02-27 COMMENT Agrium
AGU-T
Stan Wong

Agrium (AGU-T) or Potash (POT-T)? This is doing very well and had a record high today. Both names are quite strong, but this one ranks a little higher due to its growth metrics and its diversified mix. Dividend of 2.63%.


Price: $144.380
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: No
2015-02-27 BUY Alimentation Couche-Tard (B)
ATD.B-T
Stan Wong

Showing up in his ranking system as a stock that you want to own. In Canada you want names that are slightly defensive, given the uncertain outlook for the economy. Convenience stores and dollar stores are relatively defensive. Trading at 20X forward PE with a still very decent growth rate.


Price: $48.240
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: No
2015-02-27 SELL Alibaba Group Holding
BABA-N
Kash Pashootan

This was never a Buy. He is conservative, and the stock has to pay a dividend or he doesn’t buy it. It really comes down to how the stock is priced. He would wait until there is further evidence as to where their earnings are going to be. There are easier companies to understand than this one.


Price: $85.120
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: No
2015-02-27 COMMENT Bank of Nova Scotia
BNS-T
Stan Wong

You would own this one for its International exposure and its decent dividend profile.


Price: $66.810
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: Yes
2015-02-27 TOP PICK CAE Inc
CAE-T
Kash Pashootan

A leader in the simulation, training product space. Their business is 60% civil, 30% defence with 10% in health care. With the growth in the number of active new fleets, he is seeing new pilots required along with new pilot certification, not to mention re-occurring pilot certification. Right now there are about 28 commercial plane assemblies per week, and for every one of those planes, you need 10 to 12 pilots. There is a lot of growth in the space which is translating into contracts. Dividend yield of 1.86%.


Price: $15.090
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2015-02-27 SELL Caterpillar
CAT-N
Kash Pashootan

Agricultural demand for equipment sales was down quite a bit in 2014. They cut costs to stay profitable, which worked. Year-over-year they were positive for 2014. Coming into 2015, the energy crisis hit, so demand for energy equipment is down. There isn’t a real growth catalyst there. They do business in over 180 countries and 75% of their revenues is global, so they have also suffered from the strengthening US$.


Price: $82.900
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Unknown
2015-02-27 COMMENT Caterpillar
CAT-N
Stan Wong

Despite some improvements in the construction equipment business, this continues to be hampered by weakness in the mining equipment business. This is one he would be cautious on. Trading at 17X forward earnings with about an 8% long-term growth. This makes it expensive at a 2X PEG ratio.


Price: $82.900
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: No
2015-02-27 DON'T BUY Cameco Corporation
CCO-T
Stan Wong

Not a big fan of uranium. From a technical perspective, the stock is falling below the 200 day moving average and is not getting above that very much. Thinks the demand in this particular space is slow and is waning. There is also a surplus.


Price: $19.300
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: OPTIMISTIC
Owned: No
2015-02-27 PAST TOP PICK Columbia Banking System Inc
COLB-Q
Kash Pashootan

(A Top Pick Jan 16/15. Up 11.76%.) When buying US banks you have to realize that they don’t generate as much of their revenue from the retail consumer the same as Canadian banks do. The larger banks are right across all states, and when looking at the US recovery, it is quite patchy. In regional banks, you can really cherry pick the regions that are growing. This one is in the Pacific Northwest where he is seeing growth in wages and population.


Price: $28.180
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
2015-02-27 TOP PICK Cisco
CSCO-Q
Kash Pashootan

He likes the dividend and he likes the name. Have positioned themselves to be very relevant for what is coming up for the next 5-10 years. Have been active in the wireless space, so with everybody doing so much on their smart phones, mobile data traffic has really picked up. Also, cyber security threats will increase demand for this company’s networking products. Just reported and they had a great quarter. Yield of 2.83%.


Price: $29.510
Subject: NORTH AMERICAN DIVIDENDS
Bias: SELECTIVE
Owned: Yes
Showing 1 to 15 of 137,538 entries
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