Kash Pashootan, senior vice president and portfolio manager at First Avenue Advisory, Raymond James

Focus: North American dividend stocks and portfolio construction
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MARKET OUTLOOK

  1. Volatility is expected, don’t let it scare you.
  2. Gold bullion as part of the portfolio continues to be appropriate.

TOP PICKS

Kash Pashootan - Top Picks

Kash Pashootan of First Avenue Advisory, Raymond James shares his top picks: Suncor Energy, Broadcom and TD Bank.

SUNCOR ENERGY (SU.TO) | JUNE 2017

  • Defensive play in the oil sector
  • Able to sustain investment and dividend at $40/bbl oil
  • Canadian oil sands acquisition = opportunities for synergies

BROADCOM (AVGO.O) | JUNE 2017

  • Acquisition focused = opportunities in consolidating semi-conductor industry
  • New Apple products = growth catalyst
  • High-growth company at 16x P/E

TD BANK (TD.TO) | JUNE 2017

  • U.S. exposure, with the safety of a Canadian bank
  • Sales practice scandal overblown = long-term buying opportunity
     
DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
SU Y Y Y
AVGO Y Y Y
TD Y Y Y


PAST PICKS: MARCH 17, 2016

Kash Pashootan - Past Picks

Kash Pashootan of First Avenue Advisory, Raymond James reviews his past picks: Gilead Sciences, National Bank and Cisco Systems.

GILEAD SCIENCES (GILD.O)

  • Then: $89.53
  • Now: $64.73
  • Return: -27.69%
  • TR: -25.81%

NATIONAL BANK (NA.TO)

  • Then: $43.73
  • Now: $53.64
  • Return: +22.66%
  • TR: +29.82%

CISCO SYSTEMS (CSCO.O)

  • Then: $28.19
  • Now: $31.61
  • Return: +12.13%
  • TR: +17.15%

TOTAL RETURN AVERAGE: +7.05%
 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
GILD N N N
NA Y Y Y
CSCO N N N


TWITTER: @KashPashootan