Stockchase Daily News RSS The Days Comments by Experts http://www.stockchase.com/ en A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Markets.&nbsp;</strong> </span>Last Monday we had a flash crash.&nbsp; Quality stocks that should not have had that kind of volatility in some cases had no bid.&nbsp; You will have these periods during high panic.&nbsp; We had an 18% world correction since the highs.&nbsp; He was looking for 10-15%.&nbsp; Effectively we are in a bit of a bear market.&nbsp; He thinks this will play out over a number of months.&nbsp; We have had effectively 0% interest rates for 7 years and barely eked out 2% growth.&nbsp; The economy is not healthy.&nbsp; He thinks they will raise interest rates and then find they have to cut again.&nbsp;</p> http://www.stockchase.com/opinions/view/150419 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150419 A Comment -- General Comments From an Expert <p>The <span style="color: #ff0000;"><strong>S&amp;P is about 60% of the Dow</strong></span> in Market Cap.&nbsp; The S&amp;P is more diversified, however.&nbsp; The Dow has been underperforming because it has less tech and biotech.</p> http://www.stockchase.com/opinions/view/150420 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150420 CGI Group (A) <p>A lot of money has gone into the tech space over the last few years.&nbsp; The dip to 52 week lows is a good buying opportunity if it is a stock you like.&nbsp; He thinks over the next few months you will see a lot of failed rallies.&nbsp; You want to buy only when it sells off aggressively.</p> http://www.stockchase.com/opinions/view/150421 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150421 Linamar Corp <p>Car sales have done really well, but recently we have seen a lot of stocks like this roll over.&nbsp; Interest rates should stay low and auto sales should be okay.&nbsp; If you like these long term, then you want to buy them when they are cheap.&nbsp; It is not deviating significantly from its long term trend.</p> http://www.stockchase.com/opinions/view/150422 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150422 IBM <p>They are having difficulty executing on some of their strategies.&nbsp; Sectors they chose to invest heavily in have had a lot of margin compression.&nbsp; He likes the valuation here, but he feels all rallies will be to a lower high for some time.</p> http://www.stockchase.com/opinions/view/150423 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150423 iShares Nasdaq BioTech ETF <p>Momentum plays.&nbsp; The volatility is three times that of a company like IBM.&nbsp; They need to consolidate.&nbsp; Look to the lows recently for where support might be.&nbsp; The trend of falling highs is the resistance.</p> http://www.stockchase.com/opinions/view/150424 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150424 Valero Energy Corp <p>Crack spread is the spread between the crude and the underlying refined product price.&nbsp; VLO-N is an example of a pure refiner.&nbsp; A few weeks ago crack spreads reduced and the price went right down.&nbsp; Warren Buffet bought a refiner today, relatively close to the top.</p> http://www.stockchase.com/opinions/view/150425 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150425 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Educational Segment.&nbsp; Fees Related to ETFs and their Impact on Returns.</strong></span>&nbsp; Regulations regarding performance require you publish the gross of fee returns to the public.&nbsp; This is because there are various fee classes.&nbsp; You have to back out fees to see what you are actually paying.&nbsp; iShares is about 54%, BMO 27%, and Vanguard is 7% of the ETF market.&nbsp; He mentions the ones that are 80% of the market more often.&nbsp; He has a bias towards BMO, however because he prefers the way they do covered calls, for example.&nbsp; He prefers equal weights to market weights.&nbsp; MERs are not the whole story.&nbsp; There are cost of trade, acquisition cost (spread), and tracking error as well, which all impact your actual returns.</p> http://www.stockchase.com/opinions/view/150426 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150426 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Markets.&nbsp;</strong> </span>What&rsquo;s going on in China is having a major impact on global markets and markets tied closely with commodities.&nbsp; When the commodity super cycle took off in 2002, the five largest banks in the world were North American and European and now they are all Chinese and have grown those assets ahead of GDP.&nbsp; He thinks there is a bit of an unwind going on now and he does not know if it will end quietly.&nbsp; Trend lines have been broken on all global markets.&nbsp; Typically you get a re-test of the highs and then things roll over.&nbsp; He thinks we are seeing the downside of a business cycle.&nbsp; He is trying to diversify away from commodities.&nbsp; He would use any bounces to sell commodities.&nbsp; He is cautious and sells gradually.&nbsp;</p> http://www.stockchase.com/opinions/view/150427 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150427 Corby Spirit and Wine (A) <p>It is not a super liquid stock.&nbsp; This summer has been a case where there is one seller and they go down.</p> http://www.stockchase.com/opinions/view/150428 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150428 Denison Mines Corp <p>They are merging with Fission (FCU-T) and it will provide them with future growth opportunities.&nbsp; This is one of the commodities that he would be somewhat bullish on.&nbsp; There is a push to lowering green house gases.&nbsp; He prefers Uranium Participation Units (U-T).&nbsp; It&rsquo;s a little early to take a large position.</p> http://www.stockchase.com/opinions/view/150429 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150429 Petrowest Corp <p>It had such a dramatic decline recently that he covered his short position.&nbsp; It is highly, highly speculative.&nbsp; He is not making the bet, however.&nbsp;&nbsp; There are about 40 LNG projects around the world that have better economics than this one.&nbsp; He is pretty neutral in this sector at this time.&nbsp; He would be selling long positions into rallies.</p> http://www.stockchase.com/opinions/view/150430 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150430 Linamar Corp <p>There is benefit to the lower Canadian dollar.&nbsp; Chinese growth was projected to continue to drive auto sales, so now you have seen the whole sector roll over.&nbsp; He is short on a similar US auto parts manufacturer (LEA-N).&nbsp; Car buyers are getting longer and longer loans.</p> http://www.stockchase.com/opinions/view/150431 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150431 Transalta Corp <p>They are price takers and electricity demand in Alberta has been in decline over the last year and a half.&nbsp; They have a project in Australia that relies on new mines coming on line and there are questions if this was a good use of capital.</p> http://www.stockchase.com/opinions/view/150432 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150432 Home Capital Group <p>He has had a short for the last couple of years.&nbsp; It is a good short position now.&nbsp; He is now covering off his short.&nbsp; He prefers EQI-T.</p> http://www.stockchase.com/opinions/view/150433 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150433 Convalo Health International Corp <p>Drug rehab for Hollywood stars.&nbsp; He thinks it is fine.&nbsp; It is reasonable to buy it here.&nbsp; He would not buy PHM right now due to an equity financing.</p> http://www.stockchase.com/opinions/view/150434 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150434 TheScore Inc. <p><span style="color: #ff0000;"><strong>(Top Pick Oct 17/14, Up 17.14%)</strong></span> The app growth is slow.&nbsp; They are focusing on additional product lines.&nbsp; They are just in the process of launching for this year&rsquo;s NFL season.&nbsp; The app is growing but at a much slower pace.&nbsp; He bought more this morning.&nbsp; They might get into sports gambling.</p> http://www.stockchase.com/opinions/view/150435 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150435 Ikkuma Resources <p><span style="color: #ff0000;"><strong>(Top Pick Oct 17/14, Down 62.64%)&nbsp;</strong></span> They actually had some booming wells.&nbsp; The story is still good.&nbsp; He would be cautious on this because there will be tax loss selling, at which time he might add.</p> http://www.stockchase.com/opinions/view/150436 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150436 Merus Labs International <p><span style="color: #ff0000;"><strong>(Top Pick Oct 17/14, Up 47.97%)</strong> </span>It is his favourite by far.&nbsp; Sometimes it is about betting on the right horse.&nbsp; The CEO grew his previous company 5 times.&nbsp; The company sold off last announcement for a bogus reason related to impact from distributors.</p> http://www.stockchase.com/opinions/view/150437 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150437 Patient Home Monitoring <p>There is a financing attached to it and the buyers can&rsquo;t trade until Sep 8<sup>th</sup>.&nbsp; He thinks there will be some selling after that date and then he would look to buying.</p> http://www.stockchase.com/opinions/view/150438 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150438 Sandvine Corp. <p>They pre-released the last quarter negatively but they now have an upgrade cycle.&nbsp; He has been buying more.&nbsp; The company is quite active at buying back shares.</p> http://www.stockchase.com/opinions/view/150439 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150439 Bombardier Inc (B) <p>He has been short since the $2.50/$3 level.&nbsp; His view has been that the &lsquo;C&rsquo; series was not going to be a success.&nbsp; There were two turnovers in the sales associates and no sales recently.&nbsp; In a year or two, this company could be bankrupt.&nbsp; He is short.&nbsp; If they don&rsquo;t sell planes it could be trouble for them.</p> http://www.stockchase.com/opinions/view/150440 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150440 A Comment -- General Comments From an Expert <p>He is not a currency trader.&nbsp; Longer term he is&nbsp; negative on the Canadian dollar because he is negative on the commodity cycle. The Canadian dollar continues to be vulnerable.&nbsp;&nbsp;</p> http://www.stockchase.com/opinions/view/150441 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150441 Neulion <p>There has been a pretty good run in the stock, but last March he sold because of the Rogers deal.&nbsp; There was some insider buying recently.&nbsp; He likes the company still.&nbsp; Losing one contract does not kill the company.&nbsp;</p> http://www.stockchase.com/opinions/view/150442 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150442 Intertain Group <p>The CEO and CFO are being compensated based on the value of acquisitions they have made.&nbsp; This has been controversial.&nbsp; He thinks the management team will be quite reasonable going forward.&nbsp; There is a large seller in the market place due to the compensation structure, but he would be buying more.&nbsp; He thinks they will grow the business and would not be surprised at a stock buyback.</p> http://www.stockchase.com/opinions/view/150443 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150443 Avigilon Corp <p>He has a small short position.&nbsp; A competitor has said they will discount the products.&nbsp; They reported some iffy earnings numbers.&nbsp; There is also this weird exodus of employees from the company.&nbsp;</p> http://www.stockchase.com/opinions/view/150444 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150444 Capstone Mining Corp. <p>A Copper mining company that was crushed.&nbsp; They are a pretty high cost producer.&nbsp; They may go out of business.&nbsp; He has a small short position, but covered a bit today.&nbsp; He does not think the mine is economic.</p> http://www.stockchase.com/opinions/view/150445 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150445 Titanium Transportation Group Inc. <p>Recently went public.&nbsp; He really likes it.&nbsp; It has been weak like every offering this summer.&nbsp; He was looking for those that use the proceeds for positive change.&nbsp; They are buying two more trucks and plan to look for more acquisitions.&nbsp; He thinks that could happen pretty quickly.&nbsp; They have shown acquisitions to be accretive within 6 months in the past.&nbsp; He thinks you will get a 30% Return over the next year.</p> http://www.stockchase.com/opinions/view/150446 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150446 American Hotel Income Properties <p>Many hotels have guaranteed contracts from rail companies.&nbsp; They have some rooms with over 100% occupancy because of rail shifts.&nbsp; They are all in the US and their income is in US dollars, but dividends are all in Canadian dollars.&nbsp; The payout he thinks will go to 60% next year and will prompt a 10% dividend hike.&nbsp; 9% yield.</p> http://www.stockchase.com/opinions/view/150447 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150447 A Comment -- General Comments From an Expert <p><span style="font-size: medium;"><span style="font-family: Times New Roman;"><span style="color: #ff0000;"><strong>Markets.</strong></span> Thinks we are still in a long-term bull market. These corrections generally take some time to work out. There is a consolidation phase that has to take place and we are into that phase now. Over the next month or so, we will come out of it and will resume the bull market again. Bear markets are caused by recessions and there is no sign of a recession out there. Showed 3 charts.</span></span></p> <p><span style="font-family: Times New Roman; font-size: medium;">Chart #1 showed the Fed balance sheet versus household debt (as a percentage of personal income) with numbers going in opposite directions for quite a while. In 2008 the whole US economy sort of collapsed on the back of too much debt in the consumer. The Fed flooded the market with capital, and they are still pushing capital into the system. However, the consumer took the cash and paid down debt. (This was the right thing to do.) </span></p> <p><span style="font-family: Times New Roman; font-size: medium;">Chart #2 shows the US$ versus commodities. It showed the US$ going up and the CRB commodity Index going down. The strength of the US$ coincided with the weakness in the commodity market. This can get out of whack. You get a real divergence, not based just on supply/demand, but supply/demand caused by a currency that is extraordinary in its movement.</span></p> <p>Chart #3 showed the median line with a 1 Std. deviation on either side and a 2 Std. Deviation lines on the outsides. 1997 to 1999, was a period with the Asian currency crisis and it fell off, but wasn&rsquo;t a major correction. 2001 showed a full blown bear market, and this happened in 2008. We are now back where it looks more like 2012-2013, which was the start of the Greek European crisis. Thinks we are much closer to that scenario where we are in the area of being in a Buy zone. We have sold off enough that some of the discrepancies (the overvaluations) have not been compensated for by the market. The next cycle should be a Growth cycle rather than an Income cycle.</p> http://www.stockchase.com/opinions/view/150448 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150448 WSP Global Inc. <p><span style="color: red; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>Re the acquisition of the MMM Group? </strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">He really likes this strategy. The engineering/construction groups are consolidating. He would like to buy it below $40.</span></p> http://www.stockchase.com/opinions/view/150449 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150449 Paramount Resources <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">So much depends on your view of the commodity sector. Unless you are positive on the energy&rsquo;s complex going forward, you are better to keep your powder dry until things actually start to turn and show you some strength. This is more of a natural gas play, and he likes gas better than oil. The players that are left in the gas market are more likely to have their balance sheets fixed.</span></p> http://www.stockchase.com/opinions/view/150450 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150450 Crescent Point Energy Corp <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">There is not much more this company can do on the operating side. It has been a spectacular operator. Has reduced its cost by 25%. This is a commodity problem in this company is getting clobbered because the oil price is down. They are low cost producers compared to a lot of others.</span></p> http://www.stockchase.com/opinions/view/150451 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150451 Bombardier Inc (B) <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">They put so much into the C series that it really has to work. He thinks the Qu&eacute;bec government would do a lot to help them. It may not be the same company in a year if they can&rsquo;t get the C series to go. Wait for them to come out and show you the C series is going to work with 350-400 orders, and then it will be a free-for-all to get in it.</span></p> http://www.stockchase.com/opinions/view/150452 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150452 Freehold Royalties <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Because this is a royalty company, it is dependent on energy prices. If you think energy is going back to $60-$70 and trade positively, these royalty companies are great because they don&rsquo;t have any operating costs. You need to be bullish on the underlying commodity. If you are not bullish, and he means $60+, then just bide your time. There is no rush to buy these things until they show you a little bit of strength.</span></p> http://www.stockchase.com/opinions/view/150453 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150453 Bank of America <p><span style="color: red; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>(A Top Pick Sept 23/14. Down 3.3%.)</strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"> Had been looking better up until we had the last correction about a month or so ago. It will go after this pullback is over. Fundamentals are looking quite good.</span></p> http://www.stockchase.com/opinions/view/150454 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150454 Bonavista Energy Corp <p><span style="color: red; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>(A Top Pick Sept 23/14. Down 65.56%.)</strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"> Got stopped out in January. If you are in it, just wait it out. These things will come back. It is more natural gas than anything else. (Has a small bit in his own account.)</span></p> http://www.stockchase.com/opinions/view/150455 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150455 Manulife Financial <p><span style="color: red; font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>(A Top Pick Sept 23/14. Up 1.11%.)</strong></span><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"> Things are performing well on the operating side. They have the Asian unit which should do well. They are in the UK, in the US, and big in Canada.</span></p> http://www.stockchase.com/opinions/view/150456 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150456 SunEdison Inc <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This is a green utility energy company consolidator. They might buy a wind power, solar power, etc. This is more of a growth model. Have started moving the tolling into an income fund called TerraForm (TERP-Q2). Both these stocks had been hit a little. SunEdison is more the growth model and TerraForm is the income model. They are in a great space. There is a lot of action in this space. The Shorts have been on these stocks lately. This is a good area to be in going forward.</span></p> http://www.stockchase.com/opinions/view/150457 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150457 Inter Pipeline <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Sold his holdings some time ago, with the idea that the income stocks were getting a little bit ahead of themselves. With a pullback now, you could certainly look at this and pick it up, especially if you need a yield name in your portfolio. Dividend yield of 5.2%.</span></p> http://www.stockchase.com/opinions/view/150458 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150458 Arc Resources Ltd <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">More gas than oil. It is strategically located if we could ever get any of the gas lines built to the West Coast. They have lots of reserves. Thinks it will pick back up again, but we need a couple of things to happen. We need the energy complex to get some money in it. The sector is cheap. Dividend yield of 6%.</span></p> http://www.stockchase.com/opinions/view/150459 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150459 Vodafone Group PLC <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Exited the whole sector when the whole Verizon deal came forward. The negative is that the growth prospects are flat. He likes yield, but wants some growth attached. This is in a very competitive marketplace.</span></p> http://www.stockchase.com/opinions/view/150460 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150460 Cisco <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Has been a bit disappointing. Has a good yield, and he feels very secure with the name. It has buckets of cash, so there is no debt issue at all. He is just waiting for the recovery to come after this correction, and he thinks this will get up and go. Likes the yield.</span></p> http://www.stockchase.com/opinions/view/150461 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150461 Banco Santander SA <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">He owns this because Europe is going to get turned around. This is a big, international bank. Their UK operation is a bigger operation than Spain, and the UK economy has been one of the better ones in Europe. Have a good presence in the US and they are large in Brazil. He is going to be a bit more patient with this and see if they get that lift when the European stock markets turn. Dividend yield of 3.6%.</span></p> http://www.stockchase.com/opinions/view/150462 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150462 Brookfield Asset Management (A) <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">The Brookfields are very well-managed companies and he has a lot of respect for them. If you want to participate in this, just wait for a pullback in the price and add to your position.</span></p> http://www.stockchase.com/opinions/view/150463 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150463 Emera Inc <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">If you are in this for yield, you should be safe. If you are in it for growth, you could lighten your holdings. He wouldn&rsquo;t be opposed to taking a profit and redeploying the assets. This is a safe, stable company.</span></p> http://www.stockchase.com/opinions/view/150464 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150464 Starbucks <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">Fundamentals are solid. A very well-run operation. They seem to be able to keep ahead of the technology. They invent something to reduce line-ups and they invent new products that people want to have. Internationally they are really exploding. Dividend yield of 1.17%.</span></p> http://www.stockchase.com/opinions/view/150465 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150465 Alibaba Group Holding <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">The numbers are coming in the way he had hoped. He is buying this as a five-year project. They are strategic in what is going to happen in China, and he thinks China is going to be good, not bad. As you convert into a consumer driven economy, as the Chinese are doing, this company is strategically placed for when the Chinese consumer does well. They are very big and mobile. </span></p> http://www.stockchase.com/opinions/view/150466 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150466 General Electric <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">They are getting back to their core business. A big industrial leader. They make hydro turbines, jet engines, etc. Getting out of the money business, which is hugely competitive. Dividend yield of 3.71%.</span></p> http://www.stockchase.com/opinions/view/150467 Mon, 31 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150467