Paul Harris Predictions

Portfolio Manager, Harris Douglas Asset Management

Track Paul Harris's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

11 forecasts 11 pending

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11 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Paul Harris Oil Oil prices will fall back to prior lower levels

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[6:39] I think oil will probably go back to the levels it was before. You know, people say, "Oh, oh, blah, blah." But it will. And so, I think then then you may want to buy more of it there, right?

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2026-12-31 pending

Paul Harris Meta Meta is undervalued relative to its growth and AI-driven advertising revenue, and the stock will appreciate from its current beaten-down levels

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[9:45] I think that from a from a valuation perspective, Meta is is not expensive. I think that they've got great core brands, which they continue to be able to grow, and I think that you can see the fact that AI is working within those brands to generate more and more revenue for them on the advertising side. So, I I I like it because of all those things, but and I think like you know, you you're getting a relatively cheap stock.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2027-06-30 pending

Paul Harris Microsoft Microsoft will remain a top player in AI and cloud, and fears about its software business disappearing are overblown, making it a buy at its current depressed valuation of ~22x earnings

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[12:47] I think that they will be one of the top top players. They've got a great cloud business that continues to grow. I mean, the cloud is the Azure's growing incredibly fast, 37% in the last quarter. Right? So, so I think that they are there's this kind of weird sense that they're not going to be anywhere and that that because they have a software business that's going to disappear.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2027-06-30 pending

Paul Harris Essilorluxottica EssilorLuxottica will grow at 3 to 5% per year, driven by its dominant lens business and durable competitive advantages, and is currently mispriced by the market

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[17:41] It's an eye glass company that's going to grow at 3 to 5% a year. They're they are they dominate the business on especially on lenses.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2027-06-30 pending

Paul Harris Treasury Yields Treasury yields will come down as oil prices stabilize inflation

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[4:32] oil prices have come down which should stabilize inflation more. Uh so you should probably see yields come down.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2026-12-31 pending

Paul Harris Bce BCE's dividend will remain stable and not be cut further

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[18:53] The dividend is is where it is. It's not maybe not going to go up, but it's not going to go down anymore. So, I think that's what people used to buy the stock for. So, they have more confidence in that. It's a five and a half% yield now, which is not terrible.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2027-06-30 pending

Paul Harris Telus Telus's new CEO will likely cut the dividend as part of restructuring efforts

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[19:10] I think Telus is slightly more interesting simply because they're getting a new CEO coming in, I think, in on July the 1st. I think he they he may even cut the dividend and do all those sort of things because, you know, but I think that that would be it's a little bit more of an interesting story from that perspective.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2026-12-31 pending

Paul Harris Telus Telus stock will perform well over the next couple of years

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[22:25] Yeah, I think you could add here to the stock. I think you'd be fine adding to the stock. I think it'll do well over the next, you know, couple of years.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2028-06-30 pending

Paul Harris Cae CAE is worth buying at current levels and will benefit from global defense spending increases

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[27:59] I think it it's worth buying here. Um, CE makes flight simulators. So for people, you know, civil and, you know, these plane companies... I think the defense side there's a real, like I said earlier on, like there's a real push around the world on the defense side and Canada's made a big effort to kind of increase defense

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2027-06-30 pending

Paul Harris Campbell'S Campbell's is a value trap and will continue to struggle as a business

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[32:25] Oh, I wouldn't buy Campbell. I mean, I think like look at the numbers, right? They've just been there the numbers over the last uh little while have been horrific, right? And their snack business has been terrible.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2027-06-30 pending

Paul Harris Nike Nike will continue to underperform as management keeps making missteps despite having a strong brand

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[35:50] I'm not sure why Nike is having all this trouble, right? So, they've got a great brand, a brand that's global in nature. you know, they've they've been able to manage their cost structure over a period of time. I just seems to me that there's something along the way that's been gone wrong for them and I I'm not sure what it is to how to explain it. Like it just seems like to me that every every time they do something, it's it's not the right thing.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-30 2027-06-30 pending