| X |
: T.V. Program Date YYYY-MM-DD , Stock Symbol |
|
A Commentary |
Market Call (BNN TV) |
2012-02-03 |
$0.020 |
Markets. The S&P 500 for the last 10 years shows the last 5 a little more encouraging but the market seems to be overbought in the near-term. PE multiples are reasonable and he is optimistic the economy globally is improving. Feels that economic growth is going to be pretty good for the coming 1.5 years. |
Comment |
|
Robert McWhirter |
CANADIAN & TECHNOLOGY |
OPTIMISTIC |
Unknown |
|
A Commentary |
Market Call Tonight (BNN TV) |
2012-02-03 |
$0.020 |
Markets. Not expecting any great plunges. If there is any weakness, he sees it as a buying opportunity. Europe has been doing the right things and it takes a great deal of time to finally resolve all these things. There are strong directional indicators that things are getting sorted out. Currently he is about 65% equities and 35% cash and fixed. |
Comment |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Unknown |
|
A Commentary |
Market Call Tonight (BNN TV) |
2012-02-03 |
$0.020 |
What happens if an ETF company goes bankrupt? These are trusts, which means that the money is kept separate from the corporation that is issuing it. In this case, somebody will probably just take over the assets. You are okay. |
Comment |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Unknown |
|
A Commentary |
Market Call Tonight (BNN TV) |
2012-02-03 |
$0.020 |
For every stock the caller owns, he always sells a Covered Call at something like 15%-20% for a period of 6 months. For every stock you would like to own, he sounds a Put. What Puts selling today and how many months out do you typically try to strategize and what percentage do you try to strategize? Not quite sure where he is getting 15%. He normally like to sell the Calls out 6 months which gives him more downside protection. On the naked Puts, it depends on what your objectives are. |
Comment |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Unknown |
|
A Commentary |
Market Call Tonight (BNN TV) |
2012-02-03 |
$0.020 |
Buying Puts on a stock in a downtrend has been running up before reporting orderly numbers? This would obviously be for a short term hold. Not sure how successful this strategy would be on an ongoing basis for a whole bunch of different companies. This is into the gambling area. |
Comment |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Unknown |
|
A Commentary |
Market Call Tonight (BNN TV) |
2012-02-03 |
$0.020 |
How do Puts work? A Put is similar to shorting a stock. You are buying the right to Put the stock to someone. The difference from shorting is that your losses are restricted to the cost of the Put. In other words, if you buy a $50 Put and the stock goes down to $45, you have the right to Put it to them at $50 so you make $5 minus the cost of the Put. If you had shorted you got a problem. |
Comment |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Unknown |
|
BCE-T |
Market Call (BNN TV) |
2012-02-03 |
$40.330 |
Had a huge outperformance last year. With a decent yield, the stock moved up a great deal in price. In the last couple of months people have seen an improvement in economic growth and are moving out of the defensive plays. Continues to rank well in his Income Model. |
HOLD |
|
Robert McWhirter |
CANADIAN & TECHNOLOGY |
OPTIMISTIC |
Yes |
|
CBR-T |
Market Call Tonight (BNN TV) |
2012-02-03 |
$22.750 |
Broad Commodity ETF. He includes this in some of his more aggressive portfolios. Likes the product and the fact that it is global and commodity-based. Tends to be bullish on commodities right now. |
Comment |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Yes |
|
CHI-T |
Market Call Tonight (BNN TV) |
2012-02-03 |
$19.140 |
China ETF. Amongst China ETF's, you have the ones that are trading off ADRs with a little more emphasis on domestic consumption rather than the export trade. This one is not an ADR, but trades in Hong Kong rather than New York. |
TOP PICK |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Yes |
|
COW-T |
Market Call Tonight (BNN TV) |
2012-02-03 |
$21.590 |
Basically feeds and seeds and he likes this sector. There will be increased demand for that kind of product. |
BUY |
|
John Hood |
ETF's & OPTIONS |
OPTIMISTIC |
Yes |
|
DSG-T |
Market Call (BNN TV) |
2012-02-03 |
$8.100 |
85% of their income is recurring revenue. Focused on the electronic transportation space. Continue to have very strong free cash flow. Good cash on the balance sheet so are continuing to do acquisitions. Recently acquired Telargo. |
TOP PICK |
|
Robert McWhirter |
CANADIAN & TECHNOLOGY |
OPTIMISTIC |
Yes |
|
ELR-T |
Market Call (BNN TV) |
2012-02-03 |
$0.550 |
Gold, as a metal, has turned back up and this should drag along platinum. Overall earnings are declining about 20% year-over-year. Actual earnings growth is pretty modest at 8% for 2012. Prefers others. |
DON'T BUY |
|
Robert McWhirter |
CANADIAN & TECHNOLOGY |
OPTIMISTIC |
No |
|
FR-T |
Market Call (BNN TV) |
2012-02-03 |
$19.890 |
Pure silver mined in Mexico. Ranks well in his models. Expected to end up having decent earnings. Sales were up 59% year-over-year. ROE is about 30%. |
BUY |
|
Robert McWhirter |
CANADIAN & TECHNOLOGY |
OPTIMISTIC |
Unknown |
|
FTP-T |
Market Call (BNN TV) |
2012-02-03 |
$37.300 |
New plant they are buying and converting looks quite interesting. PE on a trailing basis is about 10X. ROE is interesting at about 20%. His Quant system does not rate it well because near-term earnings are declining dramatically. Was $.38 last year and the most recent quarter in November was minus $.51. If they can get it together, growth rate in earnings should be pretty good. |
Comment |
|
Robert McWhirter |
CANADIAN & TECHNOLOGY |
OPTIMISTIC |
No |
|
GWG-X |
Market Call (BNN TV) |
2012-02-03 |
$0.680 |
More speculative. 3 pieces to creating value in rare earth. 1) 20% comes from digging it out of the ground. Reactivating a mine in South Africa and to have it into production in the 2nd half of 2013. 2) 40% is created by being able to separate rare earth minerals they have signed a deal with GCD, the only Chinese separation company. |
TOP PICK |
|
Robert McWhirter |
CANADIAN & TECHNOLOGY |
OPTIMISTIC |
Yes |
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