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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
2015-03-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. The US is definitely on a recovery path. However, their currency is getting a little high which is probably hurting earnings of some of the big international companies. He expects small and some medium-size companies with a US focus to do well. There is also obviously going to be a rising interest cost there, so there will be some challenges in funding those businesses. Europe. This is a tale of 2 parts. The Germanic north and the UK are really doing quite well and recovering nicely. Spain is also doing quite nicely. However, the south is still mired in some challenges. Thinks the Quantitative Easing is going to work for them. In Asia, China is slowing, but it still presents opportunities. Southern Asia is where he sees some really decent opportunities. For the 1st time in a long time, he is starting to think about Latin America. It has definitely been in a decline for 4.5-5 years. Next year would be the 6th year and there is starting to be some restructuring going on.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-03-27 BUY Must be logged in to use chart ABB-N ABB Ltd.

He likes this and effectively treats it as a perpetual bond. It generally has more cash than debt, does tuck in acquisitions, opportunistically prunes its portfolio and grows its dividend. It reports in US dollars, but is headquartered in Switzerland. Has raised its dividend quite nicely since 2006. Below $20 it is a Buy, and then when it gets up around the $20-$25 mark, it might pare back.


Price:
$21.310
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-27 COMMENT Must be logged in to use chart ALU-N Alcatel-Lucent

Fibre buildout is going to be very positive for anyone in the telecom ecosystem. There should be some upside here, but it has been a bit of a dog.


Price:
$3.700
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-27 DON'T BUY Must be logged in to use chart BB-T BlackBerry

He thinks you have missed the boat on this. It was a stellar story from 2000 up to about 2008. After that, it has been all downhill. It has the best email system, but the market is fixated on the lowest app, and as a consequence, the ecosystem that supports that, continues to get smaller. It is now a corporate product, not a retail product.


Price:
$11.920
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-27 PAST TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

(A Top Pick March 6/14. Up 2.29%.) The big story for the banks is going to be when interest rates rise. The markets have been disappointed that interest rates have not risen. With the issues around oil, there is a view that interest rate hikes will be pushed out a little further. Eventually there will be higher interest rates and all the banks will rise higher on that.


Price:
$38.490
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 COMMENT Must be logged in to use chart BTI-A British American Tobacco

He likes sin stocks and particularly likes tobacco. They give you dividend increases of substantial order. He particularly likes this which is effectively a Commonwealth story with the emerging markets. You don’t have much exposure with the US, and as a result, the risk of litigation is much lower. Good story and the dividend is attractive and grows slowly over time. Buy this on the dips, and you will be pretty happy.


Price:
$106.060
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 PAST TOP PICK Must be logged in to use chart CARL-OMX CARLSBERG -B-

(A Top Pick March 6/14. Down 17.7%.) (BNN shows symbol as CABGY-PK, but our records show CARL-OMX since 2011, so we will leave it as is. Bill) The markets treated this as an oil story, because 30% of revenues come out of Russia. This was giving him both a currency and a commodity risk, so he sold his holdings. Thinks that longer-term they are going to rebalance their portfolio and the stock will run again. Cheap, so if you have the appetite and it drops in the summer, you might want to pick some up.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
No
2015-03-27 BUY Must be logged in to use chart HSBC-N HSBC Holdings P L C

The government assets of Lloyds Bank are going to be sold down in 2016, and that is going to be the start of the cycle, and is what happened in the US. Rate rises are going to have to start first in the US, and then they will translate into rate rises in the UK. 20% of their earnings come out of Hong Kong in Hong Kong is pegged to the US$. The big catalyst will be increasing interest rates over time. This is a 3-5 year story. If the stock moves downwards, you are going to get a decent dividend here, so he would be a buyer at these levels.


Price:
$43.120
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 BUY on WEAKNESS Must be logged in to use chart IBM-N IBM

Starting to think this is looking a little attractive but would like to see it a little lower. Have a very, very strong balance sheet with a global suite of operations. They generally improve their dividend and do share buybacks. If you hold for a long period of time, you will make some money. It was very lofty at $192, but is now a little more reasonable. There is going to be some restructuring going on, so you are going to have to work through that. $130 is a Buy.


Price:
$160.400
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-27 TOP PICK Must be logged in to use chart KEP-SP Keppel Corp Ltd.

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 COMMENT Must be logged in to use chart KNIN-VX Kuehne + Nagel Intl.

The largest freight forwarder in the world, and is based in Switzerland. This trades in the Pink Sheets, so it effectively is an unofficial ADR. It runs at about Fr.140 a share, so is pretty expensive in US currency. If you don’t mind paying up, you are going to get about a 4% dividend.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 COMMENT Must be logged in to use chart KRFT-Q Kraft Foods Group

He owns a small position himself and he doesn’t really want this to be taken out, but there are not enough details in terms of where that this will be publicly listed and how it is going to unfold. He is watching it, but there is no shame in taking some of your profit. For him, he is waiting for the next 2 weeks to see how this unfolds, in order to make a decision.


Price:
$89.100
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 HOLD Must be logged in to use chart LYG-N Lloyds TSB Group PLC

The UK government is going to sell their stake in this bank and is scheduled for 2016. When this happened in the US with Citibank (C-N) that was the start of everything when it had a big run. That will allow the bank to start issuing a dividend. At about the same time, there is the possibility of an interest rate rise. There are some very interesting catalysts. If you take a 3-5 year view, he thinks you are going to make some money.


Price:
$4.740
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-27 HOLD Must be logged in to use chart MDLZ-Q Mondelez International

The question is, will this company deliver accelerated growth as expected. The jury is still out. He thinks you are paying quite a high price for what you are getting. Wouldn’t be a buyer at these levels.


Price:
$35.550
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-03-27 DON'T BUY Must be logged in to use chart NBG-N National Bank of Greece SA

The issue around Greece is that it effectively is a ton of political risks. As the political risks start to recede, then you are going to have the ability to assess the bank in its own right. There is so much political risk that he wouldn’t look at this bank.


Price:
$1.270
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 596 entries
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