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

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-01-18 COMMENT General Motors Corporation
GM-N
Greg Newman

A name that could not get out of its own way, but is starting to come alive. Feels it still has quite a bit more in the tank. Fundamentals are finally starting to finally align, and people are finally starting to buy them. He likes this. Dividend yield of 4%.


Price: $37.470
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 TOP PICK goeasy
GSY-T
Peter Hodson

This helps people finance purchases of furniture and appliances as well as giving short term loans. The short-term loan business is growing really, really quickly, and they get to charge a lot of money to the consumers that have to borrow money. Last year they attempted to make a big acquisition but failed, and they took a $5 million charge to earnings, a very significant hit. However, earnings still grew 41%, and this year will look much, much better, on a stock that is trading at 10X earnings and growing at a very, very rapid rate. Dividend yield of 1.92%. (Analysts’ price target is $32.33.)


Price: $26.010
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 COMMENT Hudson Bay Co.
HBC-T
Greg Newman

This has been really disappointing. The real estate value was $24, then $19, and now $17. His company’s target is now $14. These things happen from time to time. If you own 20 stocks, every 10 years one of them is going to face problems like this. When that happens, you have to make 2 decisions. Do you have to get out or is it something you can live with? This company is doing so many things right with their retail, and growing their global operations and with their online. However, they are fighting a huge trend right now, and all department stores are suffering. With these kind of extreme fears, and it’s almost always overdone, there will be a brighter day. This has probably overshot to the downside.


Price: $9.680
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT Horizon North Logistics
HNL-T
Peter Hodson

A modular accommodation company in the oil patch. With all the projects, especially in the oil sands, getting cut and the problems in Fort Mac, they’ve had a pretty rough couple of years. Had a pretty big debt level and were met with declining demand. They cut their dividend twice, and the stock went way, way down. He thinks the worst is over now. Not a bad company. The debt level is still pretty high, higher than he would like. Not a whole lot of growth potential. Thinks it is going to survive the downturn, but it wouldn’t be his favourite.


Price: $2.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 TOP PICK High Arctic Energy Services Inc
HWO-T
Peter Hodson

They have Papua New Guinea operations and Canadian operations. All through the energy downturn, this company kept a clean balance sheet, and most years they had an excess cash position. Last year, they took advantage of it and bought 68 new rigs in Canada. Now the cycle starts to turn. Trading at 8X earnings. Dividend yield of 3.65%. (Analysts’ price target is $6.29.)


Price: $5.590
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 HOLD Ithaca Energy Inc.
IAE-T
Peter Hodson

This has a stellar project in the UK. They’ve had lots of delays in getting the platform, and basically there was a lot of expectations for them to have a massive increase in cash flow a long time ago. It does look like it is going to hit this year, even with another delay. They’ll probably get production going substantially above previous levels. The stock is very, very cheap. They’ll take the cash flow and bring down debt, and the stock should get re-rated. There is plenty of potential if things go right.


Price: $1.670
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 PAST TOP PICK Killam Properties Inc
KMP.UN-T
Greg Newman

(A Top Pick Jan 21/16. Up 22.33%.) Had thought the Halifax fundamentals might be turning the corner, which they have. Still trades at a discount to their apartment peers and they are growing faster. Apartment REITs are an asset class you can own in a rising interest rate environment.


Price: $11.960
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 COMMENT Lucara Diamond Corp
LUC-T
Peter Hodson

The diamond business is really, really tough. It is hard to find a mine, and costs billions to develop it. For the sector, this is probably the best company you could buy. It has a nice dividend and a nice cash position. They paid a special dividend last year. There is the potential to find giant diamonds, which they already have. They’ve changed their production profile so that they can find giant diamonds. It is worth owning for the dividend and the special dividends along the way. Dividend yield of 2.1%.


Price: $3.010
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 TOP PICK Manulife Financial
MFC-T
Greg Newman

This is really growing well in Asia. He models a 12% EPS. Last quarter was a beat. 9% dividend growth. Still trading below its peers. Trading at 13.1X 2016, which isn’t bad relative to the TSX. Very strong balance sheet. They benefit from really good FX tailwinds to the Cdn$. They’ve taken some recent actuarial charges against their long-term care unit, which should make their quarters quieter going forward. This is an interest rate play, so as interest rates start to go higher, they should benefit. Dividend yield of 3.04%. (Analysts’ price target is $25.83.)


Price: $24.320
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 COMMENT NYX Gaming Group Ltd
NYX-X
Peter Hodson

A very cheap company with good potential. Unfortunately, it got caught in the whole Amaya (AYA-T) - Intertain (IT-T) Short Sell scenario. There is a valuation opportunity here, but it’s not risk free as there is some debt. Regulations still have to be decided in North America. He likes it, but only because of the valuation. Their fundamental earnings have been quite decent over the past couple of quarters.


Price: $1.300
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 PAST TOP PICK Open Text
OTC-T
Peter Hodson

(A Top Pick Jan 15/16. Up 28.69%.) There is a split coming here at the end of this month. One of his favourite software companies. It is very cheap in terms of valuation. Pays a dividend. Makes great acquisitions. They are really hitting it out of the park in terms of facilitating compliance across multi-industries.


Price: $83.950
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 BUY on WEAKNESS Parkland Fuel Corp
PKI-T
Greg Newman

Just made some great acquisitions, so their balance sheet is a little bit bloated. He sees really strong earnings growth because of their acquisitions, 30% over the next couple of years. 90% payout ratio which continues to come down. It is expensive at these levels.


Price: $27.360
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT Prometic Life Sciences Inc.
PLI-T
Peter Hodson

Doesn’t follow this, but it is in his Growth portfolio, because there is a good opportunity in terms of using their plasma technology to develop new, novel drug candidates. They just got orphan status in Europe for one of their products, so they have decided to keep more of their licensing potential in-house, which costs more money than trying to joint venture it out. Got hit by a Short selling attack late last year, with a lot of allegations of how they are going to need money. He thinks the potential is very much there. A solid name, but it doesn’t have a whole lot of revenue.


Price: $2.210
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 TOP PICK Shopify Inc.
SHOP-T
Peter Hodson

As Amazon (AMZN-Q) is destroying the rest of the retail world, this company is going along for the ride. They facilitate online retailers to use Amazon. They sort of transition a company into Amazon, to help with fulfilment, branding, marketing, searching, etc. Revenues have doubled over the past couple of years and will probably double over the next couple of years. Sitting on $400 million in cash. (Analysts’ price target is $68.41.)


Price: $58.720
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 HOLD Savaria Corp
SIS-T
Peter Hodson

Makes equipment for people with limited mobility. They acquired Shopper’s Drug Mart’s home division. One of his favourite companies in the healthcare/industrial space. Demographics are in their favour. Has a great balance sheet and good management. Hiked their dividend by 30% last year, a very significant statement by management. This is one of those long-term names that he thinks will continue to make good acquisitions and continue to grow, and continue to post higher earnings.


Price: $10.990
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Student Transport of America Ltd.
STB-T
Greg Newman

A higher risk, more liquid name. He sees a 60% payout ratio, so the dividend is safe for now. Trading within its 5-year range, and that is usually pretty good. Debt levels are not low, but are not terrible. He expects some sales growth over the next couple of years. Q1 is usually a weak quarter, but this time it was a beat.


Price: $7.240
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 BUY on WEAKNESS Suncor Energy Inc
SU-T
Greg Newman

He sees this having 16% production growth from 2016 to 2018, resulting in 22% cash flow per share growth. They easily pay their dividend. The only thing he doesn’t like is that it is trading above its peers at 8.8X, versus its peer average of 7.9X. Try to buy at a slightly lower level.


Price: $42.430
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT Sandvine Corp.
SVC-T
Peter Hodson

A week or so ago, they missed revenue and earnings expectations. If he had $10 for every time they’ve done that in the last couple of years, he would have $100. They can’t hit a forecast to save their life. Have lots of cash, because they raised money at a higher level, and they still have the cash. Not a bad product and not a bad management team, but he would like management to take themselves private. They are never going to get a growth multiple if they can’t ever hit their numbers.


Price: $2.660
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Telus Corp
T-T
Greg Newman

A good name longer-term, but there are competitive pressures with Shaw right now. Thinks their dividend is going to be over 100% of their free cash flow this year due to their heavy CapX. Trading below its five-year average, and lower than the group. Telecoms are pretty expensive here. They have been acting as a bit of a yield proxy. Excellent management team. If he had great capital gains, he would be selling some of this.


Price: $43.530
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 BUY Teva Pharmaceutical
TEVA-N
Greg Newman

This was weak and it disappointed the street. A good, blue-chip quality generic name, that you want to buy when it gets really cheap. Looking at the chart, it has gotten really cheap again. Trading at about 7X with an 8% growth rate.


Price: $34.100
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT Tio Networks Corp
TNC-X
Peter Hodson

This is becoming a bit of a FinTech play. They offer bill payment services for people in the US and people without bank accounts. People who don’t have bank accounts is actually a very big part of the world economy. This made a great acquisition last year. Stock continues to hit new highs, pretty much on a daily basis. The market cap is growing, so more people are interested in it now. Some of the easy money has been made, but it still has potential. Definitely has good characteristics.


Price: $2.840
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Spin Master Corp
TOY-T
Peter Hodson

He likes this company quite a lot, in terms of its growth profile and management. The whole Hatchimal noise was a bit overblown. The company growth is very good. They know what they are doing. They can target demand and invent new products that are big winners.


Price: $32.570
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Ten Peaks Coffee Co
TPK-T
Peter Hodson

They use a chemical free process for their decaffeinated coffee, which is winning a lot of customers. Tim Hortons is a client. A classic scenario where a company grows very, very fast, and is a thin a trader and relatively cheap. The stock did very, very well, and then they missed an earnings result. Down at these levels, it is much more attractive than it was. He likes it more now, but it is still kind of risky, but better than it was a year ago.


Price: $7.100
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Trans Canada Corp
TRP-T
Greg Newman

Enbridge (ENB-T) or TransCanada (TRP-T)? These are both great stocks. Enbridge is a little more expensive at 24X with this one at about 22X. This has some issues on Line 3 with regulators in the US, as to whether or not it goes through. Both have good growth, but Enbridge has the better growth over the next couple of years. He likes the Keystone element and thinks Trump is going to put that through.


Price: $61.980
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 TOP PICK Veresen Inc
VSN-T
Greg Newman

This has a lot more free cash flow of around 10.7 relative to their peers of 7.1. He sees strengthening in natural gas prices. They have 45% of their product in the US, so they get the big tailwinds of FX. They are building out their midstream operations from 14% to about 24% by 2019. Dividend yield of 7.51%. (Analysts’ price target is $14.09.)


Price: $13.310
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 DON'T BUY Westport Fuel Systems Inc
WPRT-T
Peter Hodson

Uses natural gas to boost the efficiency of large engines. He has been hearing how great they are for at least 22 years. The company has done a really poor job in bringing out shareholder value. They like to raise money and have raised a lot over the years, but have never been profitable and never made that much in cash flow. He thinks this is one of the worst companies in Canada.


Price: $0.000
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Goldmoney Inc
XAU-T
Peter Hodson

Trying to create gold as a currency. You deposit gold and they store it for you, and then you use it like a debit card. Has a very good customer growth rate. A lot of people like the concept. They are really trying to change the world a little. Management has a pretty good pedigree. They’ve raised some money and the growth is there. Unfortunately, customer acquisition costs are quite high. He isn’t really excited about this and wouldn’t expect a whole lot of profits for a couple of years. Maybe a better stock down the road.


Price: $2.970
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-17 N/A A Comment -- General Comments From an Expert
A Commentary
David Dietze

Market. We have a simple problem called Valuation. Markets have run up from about 11 months ago. Their lows in February were up about 30%, but since the election we are up close to 10%. The question is, are these valuations sustainable. The NASDAQ hit 5 record highs in 6 trading days last week. There are some significant headwinds including interest rates, up nearly 100 basis points from last summer, the strengthening US$ given that US multinationals get up to half of their revenue from overseas, corporate earnings had a solid month in Q3, and thinks they will come through in Q4, but what are they going to do going forward.


Price: $0.020
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: _N/A
2017-01-17 N/A A Comment -- General Comments From an Expert
A Commentary
David Dietze

Healthcare. He is bullish on this sector. People on both sides of the political aisle are scared to death, because healthcare costs are just jumping double digit percentages, and questioning what can be done about that. His analysis is that the downside risk, should they repeal Obamacare and do nothing about it, is probably less then if they repeal it, put a new name on it, prop it back up, and it is business as usual, it would have tremendous upside. Valuations are far more tempting than they were a year ago.


Price: $0.020
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: _N/A
2017-01-17 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets.  ‘Closet Indexing’ is when a manager buys an underperforming stock that is a large part of the index, but in a portion less than what it makes up in the market index.  A study has found that 37% of the Canadian market is subject to ‘closet indexing’.  The study only looked at mutual funds.  She thinks closet indexing is designed to underperform. She feels managers should be more selective.


Price: $0.020
Subject: US LARGE
Bias: SELECTIVE
Owned: _N/A
2017-01-17 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Tweets controlling the market?  It creates volatility and buying opportunities in good companies.


Price: $0.020
Subject: US LARGE
Bias: SELECTIVE
Owned: _N/A
2017-01-17 DON'T BUY Apple
AAPL-Q
Jennifer Radman

She likes companies that don’t sell to consumers.  It is a tough industry.  She watches Apple from the sidelines.


Price: $120.000
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2017-01-17 COMMENT Amazon.com
AMZN-Q
David Dietze

Has a lot of respect for this company. There is no sharper entrepreneur that has done more in the last decade than Jeff Bezos. He is wiping out whole swabs of the retail space. On this one, don’t use PE, but instead use Price to Sales as a valuation. On that basis, it is far more reasonable.


Price: $809.720
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 BUY on WEAKNESS A.O. Smith
AOS-N
David Dietze

A classic meat and potatoes company, and a wonderful long term hold. They have some great niches, including their traditional boiler business. Have branched out overseas, giving them great long-term growth potential. He is a bit cautious on industrials right now. They, along with energy and financials, have really rocketed post the election on hopes of a better economy. If he saw a significant pullback in this quality company, he would be looking to take positions at that time.


Price: $47.590
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 TOP PICK Apogee Enterprises Inc.
APOG-Q
Jennifer Radman

Glass that goes onto multi-story buildings.  They are involved with the design aspects with architects.  They have a good line of sight of where the market is going and have a nice pipeline of activity ahead of them.  They are running the business quite well.  They grew their margins without really getting any benefit from their end market.  (Analysts’ target: 54.50).


Price: $55.560
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-17 BUY on WEAKNESS Bank of America
BAC-N
David Dietze

If looking for the stock that is going to most benefit from rising US interest rates, regulatory reform and a stronger economy, you have to go with this one. However, look at how this has moved since election day. We are not going to have another 30%-40% in the next 2 months. On any pullback below $20, he would be jumping on this. Trading very close to BV right now. He likes this for the long haul.


Price: $22.050
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 BUY Bank of America
BAC-N
Jennifer Radman

Event timing is quite tough. Two events that investors should remember are Brexit and how the market reacted to that and the second was Trump being elected.  No one would have predicted what would have happened within hours of his election.  Interest rate increases since the election and the prediction of growth leading to inflation caused massive moves in stocks.  The banking sector is driven by where interest rates are going.  She owns C-N.  Both events were positive for the banking sector.


Price: $22.050
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2017-01-17 BUY Blackstone Group LP
BX-N
David Dietze

He is positive on this company. He basically likes the financial space and thinks this one will move up with the rest of the financials on the back of higher interest rates and regulatory reforms. Trading at a very reasonable valuation. It has a good payout.


Price: $29.670
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 TOP PICK Cardinal Health Inc
CAH-N
Jennifer Radman

The healthcare space has been really beaten up since the election started.  They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US.  They have 8-9% of free cash flow.  (Analysts target: $81.88).


Price: $75.180
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-17 BUY Chicago Bridge & Iron Co.
CBI-N
David Dietze

He likes this company. It is a smaller play, so it is going to be more volatile than the overall market. If you are bullish on fossil fuel prices, you should be even more bullish on this company. It trades at a very low PE valuation. It has long-term promise as it spreads its business overseas.


Price: $32.720
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Yes
2017-01-17 BUY Cisco
CSCO-Q
Jennifer Radman

It is one of her higher holdings.  It has been a bit of a show-me story.  They have been really good at disrupting themselves and getting into new technologies.  They have done well on the gross margin side.  She thinks their shares will continue to climb higher.  There is quite a bit of room to go.


Price: $29.990
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-17 PAST TOP PICK Amdocs
DOX-Q
Jennifer Radman

(Top Pick Feb 19/16, Up 4.26%) She is not happy with the return over the last year.  There are concerns about AT&T spending.  But they are doing interesting things on the networking side.  She likes companies that other companies can’t live without.  She thinks there will be a lot more penetration to telecoms globally.  They have a 7% free cash flow yield.


Price: $59.740
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-17 COMMENT Endo International
ENDP-Q
David Dietze

This is for the risk-takers. The stock was close to $70 a share within the last 18 months. Now it is around $13. The concern is that their business model has gone broke. They decided they wanted to acquire companies instead of spending a lot of money in the lab in R&D and not generating anything. They just reaffirmed guidance, and they should earn $4-$4.50. On a $13 stock, if they just earned half of that, it is one of your cheapest companies in the whole healthcare space. If we just get some stability in the outlook and know what is going to replace Obama care, this stock could easily double over the next 5 years.


Price: $0.000
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 DON'T BUY Ford Motor
F-N
Jennifer Radman

It is tied to the economy.  We hit a high on US auto sales.  You may see positive surprises or a downturn in the auto space.  She does not do this for her clients.


Price: $12.610
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2017-01-17 DON'T BUY Goldcorp Inc
G-T
Jennifer Radman

She never knows what to do with gold as it seems such a sentiment trade.  In 2008 gold was the only thing that worked.  As market sentiment comes off gold does well, but now you are trading the timing of when that sentiment comes off.  She thinks that is very difficult.  G-T is focused on cost with the lower commodity price.


Price: $19.770
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2017-01-17 COMMENT Gilead Sciences Inc.
GILD-Q
David Dietze

This is such a high quality and the valuation is so cheap. They have the leading compounds for Hep C and HIV treatments. The concern is that there is going to be some kind of price controls on these life-saving drugs, but what people fail to realize is that these drugs actually save costs in the system, because it keeps people out of the hospitals. This company has a very bright future as a real leader in the healthcare space.


Price: $71.910
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 COMMENT Corning Inc
GLW-N
David Dietze

Great company and has done a wonderful job over the decades, morphing from an old-line glass company into something that is really in the Tech mainstream. To the extent that there are some deemed protectionist policies promoted by Trump, he wonders what that does to a company like this, because so much of their business is global. There could be some real volatility.


Price: $24.190
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 BUY Home Depot
HD-N
Jennifer Radman

It has been pretty flat over the last year.  They have a very good market position.  She gets repair and remodeling exposure through other companies.  The average home gets $3500 spent on it when it changes hands, according to HD-N.  Changing family formations with millennials leaving home to get their own are still a benefit to HD-N.  It looks more interesting now than it has in the past.


Price: $135.930
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2017-01-17 BUY Imvescor Restaurant Group
IRG-T
Jennifer Radman

She thinks it is a great company and is a core holding.  There are a lot of good catalysts.  They were a group of fast serve restaurants in Quebec put together by a banking group that did not know restaurants and who then brought in experts, remodeled stores and got the business back on track.  They had a nice same store pickup.  They are now looking at making acquisitions in that area.  The valuation is well below other restaurant peers across North America.  She thinks there is plenty of upside remaining.


Price: $3.360
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-17 COMMENT Johnson & Johnson
JNJ-N
David Dietze

A wonderful company. His only reservation is, if looking for healthcare, this company has a lot of over-the-counter of hairsprays, Band-Aids, etc. They have a wonderful dividend.


Price: $114.870
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 COMMENT JP Morgan Chase & Co
JPM-N
Jennifer Radman

As these companies earn more money and we get into a higher rate environment we can get dividend increases.  She prefers share buy backs.


Price: $83.550
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-17 COMMENT KKR & Co. LP
KKR-N
David Dietze

As a private equity conglomerate with hedge funds, etc., there is a lot of leverage in this business. If borrowing rates go up, that could impact profitability. Also, volatility may not help their business. Trading at a very reasonable valuation and offers a good payout. This is sensitive to interest rates.


Price: $17.230
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 BUY KKR & Co. LP
KKR-N
Jennifer Radman

Mid-last year she had concerns on the credit side and their access to capital.  They are doing a great job.  The management team is frustrated with the share price.  If we are at the beginning of a significant rise in rates, you still get a higher yield owning equities right now, so she thinks they have the ability to do well.  They are in great shape and one of the cheapest stocks in the financial sector.


Price: $17.230
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-17 WATCH Macys Inc. (formerly Federated Department Stores)
M-N
Jennifer Radman

They trade at about half of the valuation that the rest of the market trades at.  They have struggled with traffic and inventory.  They are working on getting quicker speed to market and return on capital.  They need to get more sales out of less inventory.  But traffic is the golden goose.  It will be volatile until they solve that problem.  At some point things will shift and people will get excited about getting back into these stores.


Price: $29.900
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2017-01-17 COMMENT McKesson Corp
MCK-N
David Dietze

A decent play on a healthcare rebound. This is really a triumvirate of 3. You have Amerisourcebergen (ABC-N), Mckesson (MCK-N) and Cardinal Health (CAH-N). They have 90% of the drug distribution business. It’s a low margin business, but the good news is that everyone who wants to get into it leaves it for these 3. The valuation is far more attractive now.


Price: $148.430
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 COMMENT Metlife
MET-N
David Dietze

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to this one for being bigger. Currently he likes the life insurers because the banks have run up so much.


Price: $53.550
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2017-01-17 BUY on WEAKNESS Microsoft
MSFT-Q
Jennifer Radman

They have done a phenomenal job.  We had a nice multiple re-rates on the stock.  With regards to Tweets regarding this stock, it creates volatility and buying opportunities.


Price: $62.530
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-17 DON'T BUY Nike Inc
NKE-N
Jennifer Radman

They have great margins, return on capital and dominance within the industry.  There is a big trend with athletics for leisure.  There are a lot of stores that sell this type of stuff that didn’t exist a few years ago.  Their success has attracted a lot of competitors.  What happens when people stop wanting to go to the grocery store in track pants?  Retail in General has been smoked.  It could be turning around but she would prefer one without such a high valuations.


Price: $53.650
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-17 DON'T BUY Norfolk Southern
NSC-N
Jennifer Radman

The rail space has seen a great run on the back of part of a Trump rally as well as the head winds from last year rolling over.  She held CSX, but sold in the last few weeks on this rally.  Last time we had a really big pickup in volume we saw a reduction in margins so she took money off the table.


Price: $108.900
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2017-01-17 PAST TOP PICK Omnicom Group
OMC-N
Jennifer Radman

(Top Pick Feb 19/16, Up 13.72%) They specialize in advertising.  When you look at the complexity of reaching customers, you have to deal with all the online stuff.  The growing complexity causes you to have to specialize in this part of the market.


Price: $84.820
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
Showing 121 to 180 of 160,650 entries
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