Oct 17, 2016
David Burrows' Top Picks: October 17, 2016
BNN Bloomberg
David Burrows, president and chief investment strategist at Barometer Capital Management
Focus: North American large caps
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TOP PICKS
JPMORGAN CHASE (JPM.N)
Most recently purchased on Oct. 10 at $68.58.
GOOGLE “C” SHARES (GOOG.O)
Most recently purchased on Sept. 16 at $768.27.
PIONEER NATURAL RESOURCES (PXD.N)
Most recently purchased on Oct. 10 at $191.31.
| Disclosure | Personal | Family | Portfolio/Fund |
|---|---|---|---|
| JPM | Y | Y | Y |
| GOOG | Y | Y | Y |
| PXD | Y | Y | Y |
PAST PICKS: AUGUST 13, 2015
WELLS FARGO (WFC.N)
- Then: $56.89
- Now: $44.50
- Return: -21.77%
- TR: -19.36%
HCA HOLDINGS (HCA.N)
- Then: $90.85
- Now: $80.39
- Return: -11.51%
- TR: -11.51%
FISERV (FISV.O)
- Then: $89.16
- Now: $99.85
- Return: +11.98%
- TR: +11.98%
TOTAL RETURN AVERAGE: -6.30%
| Disclosure | Personal | Family | Portfolio/Fund |
|---|---|---|---|
| WFC | N | N | N |
| HCA | N | N | N |
| FISV | Y | Y | Y |
FUND PROFILE: BAROMETER TACTICAL BALANCED POOL
PERFORMANCE AS OF SEPTEMBER 30, 2016:
- 1 month: Fund 0.9%, Index* 0.3%
- 1 year: Fund 9.8%, Index* 7.1%
- 3 year: Fund 10.8%, Index* 6.3%
* Index: Globefund Globe Tactical Balanced Peer Index
* Returned net fees and dividends
TOP HOLDINGS AND WEIGHTINGS
- Penske Automotive June 2020 bond: 3.31%
- Apple: 3.25%
- Capital Power Corp Preferred Shares G Series: 3.16%
- Parkland Fuel: 3.1%
- Manulife: 3.1%
TWITTER: @BarometerCA
WEBSITE: barometercapital.ca
