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Compiling comments that experts make about stocks while on public TV.

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Darren Sissons , Managing Director

Portfolio Management Corp


Date Signal Chart Symbol Company Opinion Price
2014-03-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The market is moving a little ahead of earnings and we will see disappointment when the earnings come in lower.  Emerging markets are where to look for value.  Don’t go in when the knife is falling, but wait until there is some stability.  He is snooping around Russian and eastern European stocks.  He has some dry powder.  He looks at job data, Mastercard spending, but it is a bumpy ride for the US.  Asia is still significantly ahead of other parts of the world and Latin America is falling into a hole.  He is focusing on companies that have very good fiscal balance sheets.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
_N/A
2014-03-06 TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

A play on the recovering south east US.  Pays a good dividend, good management and does not have the regulatory requirements the banks have.  A well known bank in the south.


Price:
$38.770
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Yes
2014-03-06 WEAK BUY Must be logged in to use chart BIDU-Q Baidu.com

He is surprised how pervasive the online shopping experience is in China.  The whole social media platform has enormous upside.  Not sure if this is the one.  A lot of people tend to trade this one like it was an option.  He is a little leery of this one in particular.  He has not filtered out which is the alternative.


Price:
$184.640
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
No
2014-03-06 TOP PICK Must be logged in to use chart CARL-OMX CARLSBERG -B-

Doesn’t think it will be too long until the Russians change their beer consumption patterns.  Dividend increased a couple of weeks ago.  Thinks they will buy something in the near future.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Yes
2014-03-06 BUY Must be logged in to use chart CHL-N China Mobile Hong Kong

Biggest mobile company in the world.  Gone sideways for 5 years.  Dividend is safe.  Longer term if you hold this, you will be proven to be right.


Price:
$47.900
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
No
2014-03-06 BUY Must be logged in to use chart CNR-T Canadian National R.R.

The best run rail in North America.  It is a play on Canadian GDP.  It is a slow, get rich story.  It is quite expensive.  Thinks you will be fine, though, if you buy it.


Price:
$62.010
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Yes
2014-03-06 HOLD Must be logged in to use chart DEO-N Diageo PLC

Sold it last year because it was growth by acquisition and there was not much left to buy.


Price:
$124.820
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
No
2014-03-06 PAST TOP PICK Must be logged in to use chart ELY-N Callaway Golf

(Top Pick Feb 13/13, Up 24.80%) Was a play on the recovering middle class consumer in the developed world.  If you get a turnaround story correct it tends to overshoot, which it is.


Price:
$8.800
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Yes
2014-03-06 COMMENT Must be logged in to use chart EWW-N iShares MSCI Mexico E.T.F.

The Mexican economy is tied to the US.  He thinks just buying Mexican real estate could be better.  [caller was going to move to Mexico].


Price:
$61.300
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2014-03-06 DON'T BUY Must be logged in to use chart GE-N General Electric

If they spin off the financial business it could be a one-time dividend for shareholders.  Usually this would unlock shareholder value.  Prefers ABB-N, a pure play industrial play, which he owns.  A 12 month time frame for GE may be too short.


Price:
$26.220
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
No
2014-03-06 PAST TOP PICK Must be logged in to use chart GLW-N Corning Inc

(Top Pick Feb 13/13, Up 57.84%) Supplies products that are needed.  Balance sheet is fantastic.  Raised dividend three times in the last 20 months.  Year over year sales gains are propelling the stock.  It will continue to do well.


Price:
$19.540
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Yes
2014-03-06 DON'T BUY Must be logged in to use chart IRE-N Bank of Ireland (Gov & Co)

Country has a good moral fiber.  Government bailed out the bank.  It is a good economy and tapping into a recovering Europe.  He prefers the UK banks as this one is not as turned around as the ones in UK.


Price:
$19.960
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2014-03-06 DON'T BUY Must be logged in to use chart KYO-N Kyocera Corp

Very little top line growth over years and periods where they have lost money.  This is a currency driven trade.  He is not a big believer in Consumer Tech.  Prefers infrastructure (guys who built the parts of the product).


Price:
$47.100
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Unknown
2014-03-06 PAST TOP PICK Must be logged in to use chart MRW-LSE Wm Morrison Supermarkets

(Top Pick Feb 13/13, Down 4.54%) He likes the real estate in this one.  The market is disappointed that they have not done the real estate refinancing.  Could be a once time dividend or share buyback.  It’s on sale.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Yes
2014-03-06 DON'T BUY Must be logged in to use chart NBG-N National Bank of Greece SA

Probably one of the worst economies in Europe and still talks of leaving the Euro.  It is a very challenged trade.  Look at the UK because it was first into the recession.


Price:
$4.650
Subject:
GLOBAL LARGE
Bias:
CONTRARIAN
Owned:
Unknown
Showing 1 to 15 of 387 entries
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