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

Recent Opinions

Date Signal Company Expert Opinion Price
2013-08-21 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Markets. Expects 2013 will be the same as 2010, 2011 and 2012 where expectations will come down and markets will provide better opportunities. Going forward, he is shifting his focus from Canada to the US.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2013-08-21 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Loblaw’s (L-T), Sobey’s, Canadian Tire (CTC.A-T), and Hudson Bay (HBC-T) are thinking of spinning off their real estate into REITs, which one would you purchase? Would you suggest the company stocks or wait for the IPO? (Loblaw’s is the only one that is trading at this time under the name of Choice Properties (CHP.UN-T)) Everyone is doing it and who knows what is next. It really comes down to the interest-rate environment. When rates are going up, these types of investments go down. He found that Choice Properties was a little bit more favourable to the parent company. Would prefer to own the common shares of the underlying company.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2013-11-19 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Markets. Feels this bull market is pretty long in the tooth. His models are telling him that it is about 30% overvalued from here. Has primarily been driven by low interest rates, central banks flooding the system with money and a forced movement into equities, based on where yields are and what bonds are paying. Until governments and banks stop doing this, you will see the market continue going forward. At a certain point people are going to say that there is a certain price that they will pay, but if valuations keep going this could impede them going forward. This bull market corrects a little, consolidates and then goes higher again. He takes advantage of these corrections.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2014-04-07 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Markets.  In the Tech sector the valuations came off quite quickly.  It is profit taking.  It is a correction within a bull market.  The sector has strong balance sheets and good earnings.  Don’t jump in now, but the fundamentals are good there.  He likes value investments.  Anything with a yield. He likes value, defensive and yields.  He doesn’t get caught up a lot on daily ups and downs.  Holds a fair amount of cash (12%).  He may pick away during the summertime.  This could be a precursor to ‘Sell in May and Go Away’. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: _N/A
2014-07-10 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Markets. His view is that we are overvalued in North America. Global equities are less and emerging markets are fairly inexpensive. Generally speaking it is the small to mid-cap stocks that are overvalued. Large caps are fair value, if not a little expensive. North America is definitely priced to perfection. S&P is overvalued by 20%, and this could continue for a while. Rates have hit the bottom and could be going up, but it is just a question of when. Stocks are cheap in emerging markets such as China, India somewhat, Japan, but there are potential headwinds there as well. If he had to pick a region, it would be the US, but he is very sector focused. Technology and healthcare in particular and, in Canada, the energy side would be favourites.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2014-10-06 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

Markets. Increased volatility is going to increase. A large part of it is the talk and discussion around the federal reserve raising rates. The dollar is going up, so there is a bit of a flight to safety. With that scrambling, comes the volatility. He is forecasting volatility to remain for at least the remainder of the year. His equity fund is about 55% invested in the US although there is some cash position in this. This started about 1.5 years ago for him and has done quite well. This is where his research is focused right now. You get the benefit of the US currency plus the diversification.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2014-10-06 N/A A Comment -- General Comments From an Expert
A Commentary
Zachary Curry

What US sector would you choose to put your money in other than pharmaceuticals and healthcare? He would select the Information Technology Sector. This is about 15% of his fund and is all US focused. This is basically where the future is going. Also, the balance sheets are usually in pretty good shape. He likes Apple (AAPL-Q) and their new products, which will be favourable along with the cash flow. Microsoft (MSFT-Q) is another one for the service side. Cisco (CSCO-Q) is a good one. There has been talk of a split. Pays a good dividend and has a super strong balance sheet. (See Top Picks.)


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2014-07-10 TOP PICK Apple
AAPL-Q
Zachary Curry

Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.


Price: $95.035
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2013-11-19 DON'T BUY Air Canada (B)
AC.B-T
Zachary Curry

Feels that all the good news has been priced into the stock already. He is not a huge fan of the airline industry. It is a high fixed cost industry.


Price: $6.560
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-04-07 WAIT Air Canada (B)
AC.B-T
Zachary Curry

Don’t buy it here after the run up.  Airlines are not a superb business, high fixed costs.  If you are looking to get in, wait for a pullback.  The sector is volatile.


Price: $7.130
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-10-06 COMMENT Air Canada (B)
AC.B-T
Zachary Curry

This has been volatile short-term. Long-term it has done fairly well. Fuel costs coming down and introduction of the new airline Rouge are positive developments. A year from now, you are going to see volatility continue. If the markets started to get into trouble, this is one of the 1st things you would want to sell. Not a huge fan of airlines, but would focus more on the bond issues for the airline hubs.


Price: $8.180
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-07-10 COMMENT Archer Daniels Midland Company
ADM-N
Zachary Curry

Recently acquired Wild Flavorings, food additives, but the acquisition didn’t really do much. With the global weather and the droughts, food and grain prices are up and down. This kind of company is not universally liked, but the product they sell and make, will continue to do well over time. Over the long run, you are going to see more names like this, and he could definitely see holding a position in this company.


Price: $47.350
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-04-07 BUY Allied Properties REIT
AP.UN-T
Zachary Curry

There is no craze that the real estate market will fall apart.


Price: $34.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2013-08-21 HOLD Alimentation Couche-Tard (B)
ATD.B-T
Zachary Curry

This is a “growth by acquisition” model. Have been great at it so far, acquiring stores in Norway, but to keep growth going, they are going to need to keep acquiring. With that comes either increased debt or equity issuance which will affect the investor. If you own, he would be looking for an exit point.


Price: $58.260
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2014-04-07 HOLD Alimentation Couche-Tard (B)
ATD.B-T
Zachary Curry

A example of one he would not generally hold.  It’s growth by acquisition.  He wonders where future growth will come from.  It is not what he is looking for.


Price: $90.100
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2013-08-21 HOLD Bank of America
BAC-N
Zachary Curry

New CEO seems to be more focused on the long-term, which is what he likes. He is keen to have the lawsuits go away. They are looking to build a longer-term retail franchise as a bank. There will be lumpiness in the short term, but long-term you could hold it for a little while.


Price: $14.340
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-04-07 BUY Bank of America
BAC-N
Zachary Curry

That sector is a good one.  Prefers JPM, but this one was beaten down in the credit crisis.  Has the biggest exposure to the consumer and a good area to be exposed to over the long term.  A good hold for sure.


Price: $16.380
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2014-07-10 BUY Bank of America
BAC-N
Zachary Curry

A consumer focused bank. They had many blunders over the past few years, and he thinks the CEO is trying to get rid of those and move on. Continues to be a consumer focused retail bank. Feels this will work longer-term. Over the longer term this stability should be good for the bank.


Price: $15.440
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-10-06 COMMENT Bank of America
BAC-N
Zachary Curry

One of the better positioned banks. Has more of a retail focus which is really the conservative way to play the banking sector. If interest rates go up, the banks that are focused on retail should do better than others. A few months ago, they were capital constrained and restrained on what they could do in turning money over to shareholders. They have just recently been able to provide that. Doesn’t think there will be huge dividend increases out of the stock, but it is encouraging that they have actually started.


Price: $17.290
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-11-19 HOLD Brookfield Asset Management (A)
BAM.A-T
Zachary Curry

He likes the parent because ultimately all monies flow up. A diversified financial, so it is not a bank and they have a bit of the office side of real estate in their structure. Provide good diversification, especially in Canada, to the banks. Good yield. Cash flow is positive.


Price: $41.700
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2014-04-07 DON'T BUY BlackBerry
BB-T
Zachary Curry

Recent decline is not a buying opportunity.  CEO is prepared to do things like he has done.  It has to do with how they get value out of the BBM.  A tough business. 


Price: $8.620
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2013-08-21 COMMENT BCE Inc.
BCE-T
Zachary Curry

With the possible entry of Verizon (VZ-N), which of our big 3 telcos will suffer the least? His feeling is that Bell Canada (BCE-T) will be the least affected as they have the least exposure to wireless clients. Feels Rogers (RCI.B-T) would suffer the most. Cdn cell phone prices have been coming down and he doesn’t think Verizon would come in with a plan that was half the price of Cdn plans that would totally kill margins. Expects if they do come in, it will be pretty orderly.


Price: $42.350
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2014-07-10 COMMENT BCE Inc.
BCE-T
Zachary Curry

Do you think entrants in the wireless spectrum auction will be a threat? It is a threat, but in the past it hasn’t tended to hit them too hard. More competition would benefit the sector. There are a lot of other factors such as the cable side with government regulation coming in and trying to break that a little. Dividend is hugely attractive in this low rate environment. If you own, you could continue to Hold, but just be aware that in the cell phone space and the cable space there could be some negative shocks to come.


Price: $48.390
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2014-10-06 COMMENT Bonavista Energy Corp
BNP-T
Zachary Curry

Very dependent on the energy patch. Cutting their distribution seems short-term negative, but if the company is not doing well and have a lot of debt, it is really a positive thing longer-term. They have good assets. Likes this. Distribution will gradually come back prudently. Strong management team.


Price: $12.220
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-11-19 DON'T BUY Bank of Nova Scotia
BNS-T
Zachary Curry

Wouldn’t want to be jumping into banks with 2 feet at this time. Stocks have had a very good run. This one has the benefit of being in the international segment and there is some benefit to that in terms of emerging markets which have come down. Canadian housing market is still a very prominent feature of the banks.


Price: $65.980
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2014-07-10 DON'T BUY Baytex Energy Corp
BTE-T
Zachary Curry

Scratched his head a little bit on their last acquisition in the Eagleford. They tend to pay out a fair bit, which he feels could pose some problems when they borrow or issue new shares. Feels there could be better companies out there. (See Top Picks.)


Price: $47.600
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2014-04-07 BUY CitiGroup
C-N
Zachary Curry

Sector is beaten down.  Poster child during financial crisis.  It has been beaten down the most in the sector.  Would look to build his position further.


Price: $46.550
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2013-11-19 BUY on WEAKNESS Caterpillar
CAT-N
Zachary Curry

Took advantage by buying a half position when it dropped to the mid-$70s. Has good exposure on the resource side. If there is some good news out of China, it could pop. From a company’s point of view, they are doing good things with what they have. They sell equipment and parts, but are starting to get into the service side a little where they are monitoring and gathering data on equipment and customers, which allows them to get another revenue stream.


Price: $83.670
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2013-11-19 PARTIAL SELL Canadian Imperial Bank of Commerce
CM-T
Zachary Curry

Has been paring his exposure on the banks down in the last few years. His preferences are Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T). Feels that Cdn banks have run quite far here. If you have participated in that run, this would be a good time to reduce your exposure. Canadian housing market is the biggest single risk to Cdn banks, specifically on mortgages. Housing market here does not seem to want to go down, even after all the inputs that the Federal Finance Minister and CMHC have made.


Price: $91.050
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-08-21 SELL Coach Inc
COH-N
Zachary Curry

A great company but they are having some executive departures. Great balance sheet and margins are good but in the short term there is lumpiness with management changes and more competition. The last quarterly results released were not on fire where usually they can have some pretty strong numbers. It’s a tough market. There are a number of competitors out there.


Price: $52.330
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-11-19 COMMENT Canadian Oil Sands
COS-T
Zachary Curry

The most exposed to the price of oil. If you are really bullish on the price of oil and think it is going up, you definitely want to be buying this. However, if you think oil is going down, you want to Sell. One of the few dividends that is tied to the price of oil, rather than how the company is doing. His issue is that there always seems to be a problem with their operations. He thinks you can find better opportunities elsewhere. (See Top Picks.)


Price: $20.880
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-04-07 DON'T BUY Canadian Oil Sands
COS-T
Zachary Curry

Has small position.  No set payout ratio.  They always seem to have a problem of some kind.  There are better names you could own that offer more stability.


Price: $23.030
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2013-05-13 TOP PICK Crescent Point Energy Corp
CPG-T
Zachary Curry

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.


Price: $38.110
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2013-08-21 PAST TOP PICK Crescent Point Energy Corp
CPG-T
Zachary Curry

(A Top Pick May 13/13. Up 2.85%.) His view on this is still positive. Their last acquisition, in Utah, is very favourable for the company. Close to refining facilities. Thinks they got it opportunistically and could be a real gem for them. Good dividend and he would like to see them keep it stable, take some of the money and pay down debt. Still likes.


Price: $38.500
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2014-04-07 PAST TOP PICK Crescent Point Energy Corp
CPG-T
Zachary Curry

(Top Pick May 13/13, Up 13.70% total return) Continues to hold it.  Have not issued equity.  A big, growing company with exposure to the US.


Price: $40.340
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2014-07-10 COMMENT Crescent Point Energy Corp
CPG-T
Zachary Curry

He is pretty positive on this company. Made a big acquisition in Utah a few years ago, which he thinks is going to play out for them quite well. The biggest knock against this company is that they continued to issue stock frequently, but not so much lately. Pays a good yield. There are worse companies that you could own in the energy space.


Price: $44.670
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2014-10-06 COMMENT Crescent Point Energy Corp
CPG-T
Zachary Curry

Feels that the dividend is safe. Made a great acquisition about a year ago in Utah that has worked out quite well, US$ denominated and close to refining. The biggest issue against them is that they are serial issuers. Every deal they do, they issue more equity. Management has grown the company well. He is positive on this name.


Price: $39.170
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-05-13 DON'T BUY Cisco
CSCO-Q
Zachary Curry

Predominant name. Growth hasn't been that strong. Management team is strong, balance sheet is pristine. It's generally positive, but you will not see it breakout.


Price: $21.270
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2013-08-21 TOP PICK Cisco
CSCO-Q
Zachary Curry

Basically the pipeline provider of web and infrastructure. Internet will grow more so on the mobile side and will need more backbone to fulfill faster speeds and more demand. This company provides that equipment. Strong management. Good dividend of 2.79%.


Price: $24.070
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2013-11-19 PAST TOP PICK Cisco
CSCO-Q
Zachary Curry

(A Top Pick Aug 21/12. Down 10.36%.) Part of this drop was because of earnings recently reported. The fundamentals for him are strong management, increasing dividend and a strong balance sheet, which allowed them to weather the storm a little bit. Still a lot of infrastructure to be built out. Businesses in technology change quite quickly and this company has adapted very well. Still likes but is cautious.


Price: $21.420
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2014-07-10 PAST TOP PICK Cisco
CSCO-Q
Zachary Curry

(A Top Pick Aug 21/13. Up 8.99%.) Balance sheet is in fantastic shape. His view here is infrastructure. Whether you are on a PC on the Internet or mobile, the backend infrastructure of the Internet needs to be built out. This is a company that builds the switches and the routers.


Price: $25.440
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2014-04-07 HOLD Canadian Tire Corporation Ltd. (A)
CTC.A-T
Zachary Curry

A good name and has done very well.  A great name in the retail space.  Retail is a tough space, but less so in Canadian Tire’s space.  We had a rough winter and this one has exposure to the repairs.  Continue to hold this one.  Yield is 1.65%.


Price: $105.580
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-10-06 DON'T BUY Cenovus Energy
CVE-T
Zachary Curry

Oil Sands producer. These companies can have really, really long lives. Once they get going, they produce. The question really is, getting going. There is a lot of cost inflation that could affect the company. Once they get the projects on stream, they tend to work and tend to be good producing long-life assets. They are affected by the price of oil, so the price of oil coming down makes the economics a little harder. Until you are very, very constructive on the price of oil, there are better producers out there that don’t have those long, long life assets, that don’t have the exposure to the price of oil.


Price: $29.060
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-10-06 HOLD Delta Air Lines Inc
DAL-N
Zachary Curry

He is not too fond of airlines in general. However, this one got a bit of good news today in that their bonds are gaining on the credit side in terms of their rating. Airlines typically are high fixed costs, so in times of trouble they don’t do well. However, all of them seem to have been doing well. If you do see a correction, airline stocks will come off quickly.


Price: $0.620
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-10-06 COMMENT Deere & Co.
DE-N
Zachary Curry

Positive on this one in the future. The sector is very stable and this company makes quality products. Their biggest risk is where their growth occurs. This is just a question of the cycle, the automation and the technology. As food and farming operations goes, you should see this company go along with that and produce good results. He is not as constructive on agriculture right now.


Price: $82.840
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-08-21 HOLD Walt Disney
DIS-N
Zachary Curry

This is a great company. It’s in the telco/cable space and his view is that a lot of it has to do with content. The stock has had a very good run so it is fairly expensive. Doesn’t think you will see short-term growth immediately, but if you are a Buy and Hold kind of investor, over time this will pay.


Price: $61.140
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2013-11-19 BUY Walt Disney
DIS-N
Zachary Curry

He is moving assets from Canada to the US and this is a name that he has recently purchased. Getting money out of Canada and into more diversified names with a more global focus is a prudent thing to do, especially with the Cdn$ near parity. This company has been investing a lot over the past few years into content and they haven’t seen a lot of that money come back yet. He thinks they will.


Price: $69.120
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2013-08-21 COMMENT Encana Corp
ECA-T
Zachary Curry

He is pretty positive on the natural gas price over time. If you are going to invest in this, he would prefer looking at it on a three-year basis rather than a one-year basis. There is a new CEO so there could be some lumps on the way. Trading at fairly low historic levels and a fair bit of leverage to natural gas prices. (See Top Picks.)


Price: $18.250
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2014-04-07 HOLD Element Financial
EFN-T
Zachary Curry

You are going to see volatility because it is a new company and they are breaking ground.  It is a question of where they grow.  There is no reason to sell it though.


Price: $14.880
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-07-10 TOP PICK Element Financial
EFN-T
Zachary Curry

A leasing company. Did a US acquisition recently which he looks on favourably. Used a lot of equity to finance it, which puts their balance sheet in great shape, and potentially allows for a investment-grade credit rating going forward, which would lower their costs.


Price: $13.800
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2014-04-07 PARTIAL SELL Enbridge
ENB-T
Zachary Curry

There are better firms if you are looking for pipeline exposure.  IPL, KEY, ALA are better choices.  He has been selling ENB as it has been going up.


Price: $50.510
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2013-11-19 COMMENT Ford Motor
F-N
Zachary Curry

Doesn’t own anything in the auto sector but his view on it overall is positive. Feels you are getting a good refresh rate of new automobiles, particularly in the US. This company has been reporting good earnings for the last few quarters.


Price: $16.870
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-08-21 BUY on WEAKNESS FedEx
FDX-N
Zachary Curry

Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.


Price: $108.070
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-04-07 BUY on WEAKNESS FedEx
FDX-N
Zachary Curry

Likes the sector.  It is a question on when he pulls the trigger.  Amazon is delivering more and more.  It is a question of valuation.  If there are any jitters about global growth it will come down and this would be a trigger to buy it.


Price: $132.980
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2014-07-10 BUY FedEx
FDX-N
Zachary Curry

His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.


Price: $150.260
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-08-21 COMMENT General Electric
GE-N
Zachary Curry

At the height of the financial crisis they really got into trouble with their financial side. Growth on the industrial side has been very good and they have improved the financial component of the business. However, if financials falter in any way, shape or form, this company will go with that. He is pretty constructive on this company.


Price: $23.610
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-11-19 HOLD CGI Group (A)
GIB.A-T
Zachary Curry

Great name. Canada doesn’t have too many technology companies left and this one has done a lot of good things. There might be a little bit of headline risk with them being involved in the Obama care act in the US.


Price: $39.390
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2014-10-06 BUY Gilead Sciences Inc.
GILD-Q
Zachary Curry

Their claim to fame is their hepatitis drug. This is a procedure that received a lot of controversy because of the costs. However, it does work better than anything else out there. He is pretty positive on this one, but is more disposed to equipment side of things versus pharmaceuticals. If you had to own one, this would be a good one. They will be generating a ton of cash flow with this new drug.


Price: $105.130
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2013-08-21 TOP PICK Google
GOOG-Q
Zachary Curry

This is a technology conglomerate. Involved in every aspect of technology including web, searches and mobiles. Creating an android operating system which is open and is getting the most adoption. Trading at around 18X earnings.


Price: $869.330
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2013-11-19 PAST TOP PICK Google
GOOG-Q
Zachary Curry

(A Top Pick Aug 21/12. Up 17.93%.) His outlook on this one came from the way they were changing their advertising model. It is amazing way they are able to say to their customers 1) here’s what you are doing 2) here is what you are now willing to do and 3) here is how you are going to do it. This got a lot more traction than he had expected. Strong balance sheet. Biggest risk would be the innovation risk.


Price: $1025.204
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
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