Recent Opinions | StockChase
stockchase picture

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

Recent Opinions

Print
Date Signal Company Expert Opinion Price
2016-05-20 COMMENT CVS Health Corp
CVS-N
Cameron Hurst

You are dealing with a staple, so you have a rich valuation. Likes their diversified model with the retail component and the PBM (Pharmacy Benefits Management). They put up very consistent double digit growth. Trading at 15-17 times, so you are paying for it, but you are also paying for its consistency. He would be very comfortable with this name.


Price: $99.460
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 PAST TOP PICK Dream Global REIT
DRG.UN-T
Jaime Carrasco

(A Top Pick May 1/15. Down 2.34%.) Reduced his holdings. He likes to hold this and the Australian REIT to diversify his REIT exposure globally. This one has a lot of very good properties in Germany, and it’s all commercial. Germany is at the bottom, and this is a good place to be adding to. Dividend yield of 8.8%.


Price: $9.090
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 HOLD Eurocontrol Technics Group Inc
EUO-X
Jaime Carrasco

One of the more hidden high-tech plays within his portfolio. He likes management. At the molecular level, they can track oil to see if it has been diluted or not. In this whole terrorism thing, this has become a very big deal. A very interesting technology and going forward they will do quite well.


Price: $0.190
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 DON'T BUY Ford Motor
F-N
Cameron Hurst

(Market Call Minute.) Strong OEM story. A lot of it has been played out. Feels we are now in a toppy auto cycle. He would be a little cautious.


Price: $13.190
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-20 DON'T BUY Fitbit Inc
FIT-N
Cameron Hurst

(Market Call Minute.) This falls into the fad investing category. He is not entirely convinced that it is that effective.


Price: $14.600
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 TOP PICK Franco-Nevada Corp
FNV-N
Cameron Hurst

A relatively conservative play on gold. He likes the royalty streaming assets that they do, as opposed to being in the ground and trying to dig it out where you have a lot more risk and volatility. He likes gold right now, based on global negative interest rates. Dividend yield of 1.36%.


Price: $65.520
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 HOLD First Majestic Silver
FR-T
Jaime Carrasco

To him this is a top in silver companies. He is quite happy to hold on right now.


Price: $15.040
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 PAST TOP PICK Freehold Royalties
FRU-T
Jaime Carrasco

(A Top Pick May 1/15. Down 33.06%.) He got stopped out on this.


Price: $11.160
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 COMMENT Gibson Energy
GEI-T
Jaime Carrasco

Not a bad place to start adding. Doesn’t see this as an energy company, but more as a pipeline. Dividend yield of 8%, which he thinks they can maintain.


Price: $16.150
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 COMMENT Hudbay Minerals Inc
HBM-N
Cameron Hurst

The chart on copper is very early. The commodity cycle seems to be getting its footing. A lot of this has to do with China. Still pretty early. There is a strong earnings revision cycle, especially on something that can be is highly torqued as minerals.


Price: $3.860
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 PAST TOP PICK Home Depot
HD-N
Cameron Hurst

(A Top Pick Aug 21/15. Up 15.92%.) Feels very comfortable with this. It just continues to tick along in the band of top growth rate. US housing market is doing really well and this feeds into both sides of this company, the Pro and the DYI.


Price: $131.850
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 DON'T BUY Hewlett-Packard Co
HPQ-N
Cameron Hurst

Chart does not look strong. You have to validate as many factors as you can to raise the odds of success, and he does this by using technicals. This company gets tripped out of his process by the technicals. A great company, but not a great stock right now. This company is not really strong in the higher growth segment. 4.25% dividend yield.


Price: $11.660
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 WAIT H&R Real Estate Inv Trust
HR.UN-T
Jaime Carrasco

His only concern would be their Alberta properties. This is one of the most solid REITs in Canada. Wouldn’t be too concerned about the yield, but wouldn’t necessarily overweight it because of its regional exposure to Alberta.


Price: $21.770
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Unknown
2016-05-20 HOLD Lithium Americas Corp
LAC-T
Jaime Carrasco

All of a sudden there is a whole slew of interest on lithium, but thinks some of the stocks have gotten ahead of themselves. If you already own this, he would continue to Hold. The company has a particularly good project in Argentina, where there is a lot of lithium out of salt beds. They have done a joint venture with SQM out of Chile, one of the biggest players in lithium, which bodes really well for this company.


Price: $0.880
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 PAST TOP PICK Monster Beverage Corp
MNST-Q
Cameron Hurst

(A Top Pick Aug 21/15. Up 6.68%.) Coke (KO-N) has a 20% stake, and that ultimately opened up international distribution in a big way. Also, pulled in some margin accretive aspects of the business, such as concentrates and syrups. Thinks this ultimately become part of Coca-Cola.


Price: $147.900
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 COMMENT Netflix Inc.
NFLX-Q
Cameron Hurst

This was one of the driving forces behind the upgrade in content on TV and they did really well. From his perspective, it looks good. Trading strongly and has come off the bottom. Because the stock had such a huge run last year, it probably needs some time to work that off, and might become investable again. If you are nervous, this is the kind of name that you could trim back for now, and then on a break out go back in.


Price: $92.490
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 BUY Northland Power Inc
NPI-T
Jaime Carrasco

Considering how much we pay on our monthly bills, the future is quite good for most utilities. He likes this one. Dividend yield of 4.9%.


Price: $22.210
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 DON'T BUY Pengrowth Energy
PGF-T
Jaime Carrasco

He is torn on this. Had owned it in the past for a long, long time. Lately he thinks this has matured way too much, so it is not one of his top picks on the energy front.


Price: $2.370
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 COMMENT Prudential Financial Inc
PRU-N
Cameron Hurst

Currently there has been a ratcheting higher of expectations for a rate increase, which would be positive for financials. People think a higher rate will push the yield curve on the short end higher, which should reflect higher inflation expectations in the out years, lifting the long end of the curve. There is a feeling that everyone is currently dramatically underweight on financials. There is probably some short term life to financials. Doesn’t feel rates are going to go high quickly. He holds a neutral to bearish views on financials.


Price: $77.670
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 BUY Royal Caribbean Cruises
RCL-N
Cameron Hurst

(Market Call Minute.) This is hanging in really well. They just put up some strong numbers. Yield and revenues have been quite good. Chart seems reasonably supportive from this point on.


Price: $78.900
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 COMMENT Royal Dutch Shell PLC (A)
RDS.A-N
Cameron Hurst

One of the big, global energy plays. It does look like energy is turning, which is the single most important driver for this company. Prefers Schlumberger (SLB-N). Feels the theme is very early, but the right stability factors seem to be in play. All these companies have technical formations that gets him interested. (See Top Picks.)


Price: $49.220
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 COMMENT Ross Stores Inc.
ROST-Q
Cameron Hurst

US retail. This company is pretty good. Had an earnings miss recently and the stock was beaten up a little. Has moved into a negative earnings revision cycle. Feels the company is pretty well run, but the industry is running into some strong headwinds. If you own, he would recommend using a stop loss.


Price: $52.490
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 COMMENT Pure Multi-Family REIT LP
RUF.U-X
Jaime Carrasco

(Market Call Minute.) He likes this, but would not overweight it, because it is more residential. Likes commercial real estate a lot better.


Price: $5.600
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Unknown
2016-05-20 BUY Sienna Senor Living Inc
SIA-T
Jaime Carrasco

Luxury senior resident REITs? He would look at this. Likes their properties. Their cash flow payment has been pretty steady. Management is extremely good.


Price: $17.100
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 TOP PICK Schlumberger Ltd.
SLB-N
Cameron Hurst

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.


Price: $74.960
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 DON'T BUY Superior Plus Corp
SPB-T
Jaime Carrasco

(Market Call Minute.) Not his top pick, and he would be adding into other areas instead.


Price: $11.030
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-20 COMMENT A T & T US
T-N
Cameron Hurst

Likes their DirecTV acquisition the most. It gave them a lot of different synergies, expense and additional revenue to wring out. Your biggest risk right now with telecom is interest rates. These companies are very sensitive. Pays a 4.5%-5% dividend yield. This is really a call on rates. If we have low rates, this will continue to chug higher, but if they accelerate, this is going to get hurt.


Price: $38.450
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 COMMENT Toscana Energy Income Corp.
TEI-T
Jaime Carrasco

Thinks the future is going to be very bright. Hasn’t sold any of his holdings, but hasn’t actually added either. They had to cut the dividend. Very solid assets and fundamentally is very cheap. This could be a good acquisition for somebody at this price.


Price: $2.300
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 DON'T BUY Trinity Industries
TRN-N
Cameron Hurst

Rail car manufacturer. It is important to recognize market demand on this type of company. Right now rails are having a really tough time. Their investment cycle has slowed. It is unlikely to turn dramatically and quickly. Feels there are greener pastures in the meantime.


Price: $17.240
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-20 PAST TOP PICK UnitedHealth Group Inc
UNH-N
Cameron Hurst

(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.


Price: $130.940
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 TOP PICK UnitedHealth Group Inc
UNH-N
Cameron Hurst

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.


Price: $130.940
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-20 PAST TOP PICK Americas Silver Corp
USA-T
Jaime Carrasco

(A Top Pick May 1/15. Up 57.14%.) This continues to be a Top Pick. 


Price: $0.330
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 TOP PICK Americas Silver Corp
USA-T
Jaime Carrasco

Management is the M&A team from America Barrick. Ever since they took over these 3 different mines, the price of silver has always been higher than the cost of production. What kept them alive, and what not many managers would have done, every quarter they would ramp up production more than the decline. They have gone from 500,000 ounces to 5 million ounces equivalent of silver production. This is the 1st quarter where we have the inverse where the price of silver is higher than the cost of production, and that spread will continue to widen. Going forward, clients will be very well rewarded.


Price: $0.330
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 TOP PICK Vermilion Energy Inc
VET-T
Jaime Carrasco

When he starts putting money back into a sector, he likes to go into the one that did the best. This one did the best which means money stayed with it. Assets are not just in Canada, but offshore as well, mostly in Europe. They get the higher pricing of Brent. Dividend yield of 6.04%.


Price: $42.710
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: Yes
2016-05-20 DON'T BUY Wal-Mart Stores Inc.
WMT-N
Cameron Hurst

Hasn’t been a big fan of this for a while. They put up some pretty big earnings recently. The problem is that it is being squeezed. You have high end boutiques taking one set of customers, and dollar stores take the other set.


Price: $69.860
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-20 DON'T BUY Yamana Gold Inc.
YRI-T
Jaime Carrasco

(Market Call Minute.) Not his favourite. He would put money elsewhere.


Price: $6.220
Subject: RESOURCE, UTILITY & REITs
Bias: BULL on GOLD & SILVER
Owned: No
2016-05-19 PAST TOP PICK Takasago International
4914-JP
Lorne Steinberg

(Top Pick June 2/15, Down 8.00%) Revenue growth and earnings growth are in the double digits, partially because of the currency changes.


Price: $0.010
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: Yes
2016-05-19 TOP PICK Riken Leiki
7734-JP
Lorne Steinberg

A global player with pretty good earnings growth and revenue growth.  Number one player in several niche areas.  Trading at 9 times earnings and a steep discount to book value.


Price: $0.000
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: Yes
2016-05-19 N/A A Comment -- General Comments From an Expert
A Commentary
Lorne Steinberg

Markets.  The question is if the Fed will raise interest rates more than once this year.  The Fed increase is given.  The outcome is that there is a lot of risk out there.  The emerging markets have sold off and the US$ has had an impact in Brazil, Argentina and Mexico.  It is hard to find bright spots.  Should you be putting all your eggs into the TSX or the S&P?  The best way to move forward is to focus on value and not be over weighted in any commodity sector.  He is a bottom up investor and will hold cash if he doesn’t find anything to buy.  Residential real estate can be a lousy investment.  You have to pay the right price for it.


Price: $0.020
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: _N/A
2016-05-19 N/A A Comment -- General Comments From an Expert
A Commentary
Stan Wong

Market. Markets are showing a sign of fatigue after bouncing off the lows of January and February. There was a very sharp rally from January and February bouncing off the 2,100 level on the S&P 500. $14,000 seems to be an overhead resistance for the TSX. The S&P and TSX are trading at around 17-18 times forward earnings. That is a premium to a 10-year average of 14-15 times. We are going to slow down a bit and be range bound, being a little bit bumpy going forward. The earnings picture on the corporate side hasn’t been very good. There are concerns about global economic growth and geopolitical tensions, whether about the UK or things happening in Venezuela. We have a very uneasy US political backdrop as well. There is also the timing of the US Federal Reserve interest rate. He is about 12% in cash. When investing now, you want to be in the high quality, more defensive areas, lower beta type of stock, and that can include consumer staples, utilities, healthcare or telecom. Those types of names tend to be a little more predictable and reliable.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: _N/A
2016-05-19 COMMENT A Comment -- General Comments From an Expert
A Commentary
Stan Wong

US banks. Rising interest rates will represent improved profits through higher net interest margins for US banks. The banks haven’t really participated in the rally we have seen since January/February, which is troublesome for the overall market. They represent some decent values, but there is some concern about where the economy interest rates are going. The sector has moved above the 200 day moving average, which is positive.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Yes
2016-05-19 PAST TOP PICK Alcoa
AA-N
Lorne Steinberg

(Top Pick June 2/15, Down 29.16%) They are a low cost producer and can still generate cash flow at reduced commodity prices.  You have to step in at low prices because if you wait for the commodity price to increase you will miss it.


Price: $9.120
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: Yes
2016-05-19 DON'T BUY Apple
AAPL-Q
Lorne Steinberg

The largest market cap stock in the world.  Half of their revenues are the iPhone.  Sales are slowing as people keep phones for longer.  It looks cheap as a large part of the market cap is in cash.


Price: $94.200
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: Unknown
2016-05-19 COMMENT Apple
AAPL-Q
Stan Wong

The chart is starting to look a little rough.  The 200 day moving average is falling and the stock is below the 200-day, 100-day and 50-day averages. The concern is how much further can the iPhone actually go. It represents two thirds of their revenues, which is very significant. If Apple does not succeed in China, it is going to spell a little bit of trouble for the company in terms of growth. The years of its extreme growth may be behind it. Right now he is looking for an exit point.


Price: $94.200
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Yes
2016-05-19 TOP PICK Aegon N.V.
AEG-N
Lorne Steinberg

70% discount to tangible book value.  6% dividend which they got permission to raise and to buy back shares of.  They are painted by the brush for the US financials.  It has very significant upside over the next couple of years.


Price: $5.000
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: Yes
2016-05-19 COMMENT Alerian MLP ETF
AMLP-N
Stan Wong

A basket of midstream and infrastructure energy names. Pays about a 9% dividend yield. Has gotten beaten up quite dramatically, but has started to recover from its February lows. If you think the energy sector is recovering and stabilizing, this might be a good name to hold for income and capital appreciation.


Price: $12.253
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Unknown
2016-05-19 BUY Alimentation Couche-Tard (B)
ATD.B-T
Lorne Steinberg

They have a dual class share structure and he is not crazy about it.  They are in a lousy business but did an amazing job.  He does not own it because it is too expensive.  An unbelievable Canadian success story.


Price: $56.040
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: No
2016-05-19 WATCH Bank of America
BAC-N
Lorne Steinberg

US banks are under pressure from low oil prices and interest rates.  These companies got rid of all their problems and are well positioned if oil and interest rates do well including the US economy.


Price: $14.530
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: No
2016-05-19 BUY on WEAKNESS BCE Inc.
BCE-T
Stan Wong

Sold his holdings recently in the $59-$60 level because these names start to become a bit toppy and hitting the highs that they had hit before. He likes the name. Great dividend, great cash flow and good media content. Would like to buy it a little cheaper.


Price: $60.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: No
2016-05-19 COMMENT Berkshire Hathaway Inc. (A)
BRK.A-N
Stan Wong

This has actually underperformed the S&P 500 over the last 3 years. Year-to-date however, the shares have outperformed and are about 6% better than the S&P. In the last few years, in a growth environment, this has underperformed. On a go forward basis, it might make a lot of sense. It really depends on whether we are truly going back into a Value-based environment versus a growth environment.


Price: $211179.990
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Unknown
2016-05-19 BUY on WEAKNESS Caterpillar
CAT-N
Lorne Steinberg

A great company but a chunk of their business is tied to mining.  He looked at it and decided he would step in at $60. 


Price: $69.430
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: No
2016-05-19 COMMENT Celgene Corp
CELG-Q
Stan Wong

Some of the biotech names, especially some of the larger cap names, represent some decent value for growth prospects they can give you. Trading below the 200 and 50 day moving averages right now, so not very strong from a technical perspective, but he does see a bottoming process. It hasn’t seen the February lows again. Touched down to it in March, but is now a little bit above those levels. He likes the stock.


Price: $99.940
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Unknown
2016-05-19 DON'T BUY Canaccord Financial Inc
CF-T
Lorne Steinberg

The whole Canadian independent brokerage sector is under extreme pressure.  They now got rid of a lot of acquisitions.  Unless the resource sector comes back, they are faced with headaches. 


Price: $4.130
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: Unknown
2016-05-19 COMMENT iShares S&P/TSX Preferred ETF
CPD-T
Stan Wong

BMO S&P/TSX Laddered Preferred (ZPR-T) or iShares S&P/TSX preferred (CPD-T)? The only difference between these 2 is that ZPR probably has a little bit more in the rate reset preferred shares, which are the shares that will do well when interest rates start to move higher. The both are very similar though. This one gives you about a 5% dividend yield, and you are basically investing in preferred shares. There is going to be some volatility in the preferred share market.


Price: $12.370
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Yes
2016-05-19 COMMENT CRH Medical Corp.
CRH-T
Lorne Steinberg

They are in the gastro anesthesiology business.  They have found a couple of pretty good niches.  They are market leaders in the markets they are operating in.  They are now integrating the acquisitions.  Impressive management team.  It is a growth stock and not a value stock.  He would like to meet them, however.


Price: $3.880
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: No
2016-05-19 DON'T BUY Dream Industrial REIT
DIR.UN-T
Lorne Steinberg

A 9% yield is high so pay attention to why it is so high.  Lots of Alberta exposure.  They want to reduce leverage.  There are a number of issues that cause him to look elsewhere.


Price: $8.130
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: Unknown
2016-05-19 BUY Walt Disney
DIS-N
Stan Wong

This represents a great, long term name, premium brand. He really likes their ability to have a franchise in the studio, moving on to the theme park, moving on to merchandise, and then moving onto television. They have the multiplatform to earn revenues. Some of the concern is cord cutting with ESPN. Thinks they need to start creating that content for streaming, and that will probably lift that overhang. This stock makes a lot of sense, and a good name to own longer-term.


Price: $98.410
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Unknown
2016-05-19 DON'T BUY Dollarama Inc.
DOL-T
Lorne Steinberg

Another Canadian phenomenal success story.  How many more dollar stores can there be?  Apparently there can still be a number more. The rate of growth is definitely slowing down.  They have to increase margins to increase profits and that will be hard to do.


Price: $88.820
Subject: Deep Value Global Equities
Bias: BEARISH
Owned: No
2016-05-19 PAST TOP PICK Dollarama Inc.
DOL-T
Stan Wong

(A Top Pick May 21/15. Up 27.36%.) Sold his holdings at the $92 level last month, because it was heading back to its highs, and he thought it was a bit of a double top. He is going to wait and see if it comes down into the low $80s before he picks it back up again. A bit expensive at 25X forward earnings and a 17% growth rate.


Price: $88.820
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: No
2016-05-19 COMMENT Electronics Arts Inc
EA-Q
Stan Wong

Just sold his holdings about a week ago on its move higher based on strong earnings. He likes the name. Their partnership with Disney (DIS-N) and the Star Wars franchise makes a lot of sense. They are making a good transition from the console to the mobile space. He sold because he wants start moving away from higher beta names. Loves the company and the name and could buy it back later on.


Price: $73.500
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: No
Showing 241 to 300 of 152,234 entries
<< < 3 4 5 6 7 > >>