Brian Acker, president, CEO and chief investment strategist at Acker Finley

Focus: North American large caps
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MARKET OUTLOOK
We believe we are in the middle stages of a secular bull market in the U.S. dollar (now in its fourth year since I first started mentioning this on BNN). This will ignite rates of return of all U.S. assets including equities, real estate, etc.

According to Model Price metrics, we believe the S&P 500 has a fair value of 3,007 — that’s 24 per cent higher than this index is trading at today. And 12 months from June 1 fair value will be 3,475, assuming current earnings estimates.

For a value manager, like us, there are many discarded, unloved, and broken-down growth-story stocks to choose from. If the U.S. economy can struggle along here, or God forbid accelerates, these value names would produce, in our opinion, great rate of returns.

TOP PICKS

Brian Acker - Top Picks

Brian Acker of Acker Finley shares his top picks: Apple, Citigroup and MetLife.

APPLE (AAPL.O)
I and family own Apple through the Acker Finley funds. Last purchased on June 28, 2013 at US$56.40. Model Price is $184.29 representing an upside of 28 per cent.

CITIGROUP (C.N)
I and family own Citigroup through the Acker Finley funds. Last purchased on June 29, 2017 at US$67.15. Model Price is $66.84 representing no real upside but big potential for dividend increases.

METLIFE (MET.N)
I and family own MET through the Acker Finley funds. Last purchased on February 28, 2017 at US$52.58. Model Price is $73.24 representing an upside of 30 per cent.
 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
AAPL Y Y Y
C Y Y Y
MET Y Y Y


PAST PICKS: APRIL 14, 2016

Brian Acker - Past Picks

Brian Acker of Acker Finley reviews his past picks: Gilead Sciences, General Electric and Apple.

GILEAD SCIENCES (GILD.O)

  • Then: $98.19
  • Now: $68.84
  • Return: -29.89%
  • TR: -27.50%

GENERAL ELECTRIC (GE.N)

  • Then: $31.02
  • Now: $26.09
  • Return: -15.89%
  • TR: -12.55%

APPLE (AAPL.O)

  • Then: $112.10
  • Now: $144.85
  • Return: +29.21%
  • TR: +32.48%

TOTAL RETURN AVERAGE: -2.52%
 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
GILD Y Y Y
GE Y Y Y
AAPL Y Y Y


FUND PROFILE: ACKER FINLEY SELECT US VALUE 50 F

PERFORMANCE AS OF MAY 31 2017:

  • 1 month; Fund -0.65%, Index* 0.18%
  • 1 year: Fund 17.49%, Index* 21.29%
  • 3 years: Fund 12.42%, Index* 18.45%

* Index: S&P 500 Total Rate of Returns in Canadian dollars


TOP HOLDINGS AND WEIGHTINGS

  1. Apple: 5.6%
  2. Metlife: 4.8%
  3. Union Pacific: 4.7%
  4. Honeywell: 4.5%
  5. Eastman Chemical: 4.5%


TWITTER: @modelpriceguy
BLOG: http://modelprice.wordpress.com