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

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  The new French leader, Macron, is liked by Europe.  There is still a risk, but most likely we don’t need to worry about France for now, except that eventually the EU will break up.  The world needs pro-business, but eventually he thinks Europe will not work.  Analysts are expecting 70% earnings growth this year on the S&P, which he thinks is out to lunch.  There is lots of room for disappointment, but the market should rally for a least a few weeks.  He would sell this rally.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  US Government Shutdowns.  Valuations are high and this is a ‘risk-off’.  You want to be defensive if you can.  There have been 22 government shutdowns in history.  The most recent two had a small impact on GDP (0.1%).  The market historically gets nervous before a shut down and then is fine afterwards.  From a markets point of view it is a case of buying dips.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Liz Miller

Markets.  People are taking a second look at the Trump administration and wondering how long will it take to put through some of his measures.  The market rally is not entirely about the new administration.  What we have seen is optimism over the underlying economy and then how much more positive it will be under these new measures.  We are seeing a dichotomy in the economic news.  There is optimism but no data to back up the sentiment.    Ultimately the underlying economic story will drive stocks.  She thinks we may be starting a decade of strong growth.


Price: $0.020
Subject: US EQUITIES
Bias: BULLISH
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Market.Today it is a relief rally, because of the French election. “Sell in May and go away” has a nice ring to it, but is somewhat impractical. If Trump introduces his tax legislation this week, not to mention other things, and if the mood in the house can be changed to give it some likelihood of passing, then you definitely stay with the markets. On ETF’s, what you are seeing for the 1st time is a sudden exodus from value added management to ETF’s. That indicates people want to get into the markets and don’t trust active management. At some point, there will be a tipping point if quarters of ETF’s decide to sell. Stand well back, because there could be a nasty correction.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-04-24 COMMENT A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Semiconductors?Apple (AAPL-Q) is now considering doing its own internal semiconductor products. If you have a major company like this getting into the business, that could be a long-term warning sign. Check with your analyst or financial advisor to do some work on this.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 COMMENT Barrick Gold
ABX-T
Peter Brieger

He has been a long-time Bull on gold. Likes this as a senior play, but prefers Gold Corp (G-T). Thinks the price of gold is going higher, between $1300-$1400 this year, and that would help all gold stocks.


Price: $25.710
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 PAST TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick Feb 22/16. Up 14.53%.) This has been one of his favourite stocks because of the long-term need for food, fertilizer, etc. The merger with Potash (POT-T) bothers him somewhat.


Price: $123.860
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 BUY Arc Resources Ltd
ARX-T
Peter Brieger

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.


Price: $18.110
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 WAIT Boeing
BA-N
Liz Miller

She would not be a new buyer.  It took off last fall, up 50% on good results and increased defense spending, etc.  It historically has a run and goes sideways for a long time.  You hold it ready for the next run.


Price: $182.060
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 COMMENT Bank of America
BAC-N
Peter Brieger

They just had a bang-up quarter. They were the best of the big 4 in the US. Their net income margins and net interest income, went way up. He would suggest you check with your financial advisor to see what they say in more detail. He does like this bank.


Price: $23.630
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 DON'T BUY BCE Inc.
BCE-T
Peter Brieger

He would personally not buy this. His clients have some, but it is a very small part. The competition is heating up with the various channels and media that is coming on. The demand is exploding, but it is also diversifying.


Price: $61.420
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 COMMENT CitiGroup
C-N
Peter Brieger

Sees further upside in the US banks in general. This one is in the middle of a valuation, and he thinks they are recovering nicely and will share the benefits of a growing US economy, and likely higher US interest rates. This will be a long-term hold.


Price: $59.440
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-04-24 BUY Carnival Corp.
CCL-N
Liz Miller

It was a bargain for a while because a number of the companies in the sector had struggled and had accidents.  This is viewed as the leader in the industry.  Fuel costs being low are an added benefit.  You could have bought it cheaper a year ago but there is plenty of upside going forward.


Price: $59.620
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 COMMENT CCL Industries (B)
CCL.B-T
Larry Berman CFA, CMT, CTA

He does not know the details of how they are going to split it.  There is research that shows there is a perception that you can buy more shares after a split.  This is a human condition.  There is nothing beneficial in fundamentals.  Trade it if you want but because you like the company and then own it post-split but don’t buy it just because it is going to split.


Price: $300.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-24 COMMENT Canadian National R.R.
CNR-T
Peter Brieger

He likes this fundamentally. Looking at the rail charts of the major North American rails, they have all advanced in the last month or 2, discounting an economic recovery to the point that they are all at levels that make it uninteresting at this time. If you own it, continue to Hold.


Price: $102.210
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 COMMENT Crescent Point Energy Corp
CPG-T
Peter Brieger

Thinks many people are discouraged by its lack of activities. They keep on making acquisitions of companies with prospective areas, or land plays, and issue shares to cover that. Right now, they have a reserve life of 15 years, and about 12 wells to be drilled. They have 3 recovery methods. 1.) Drilling. 2.) Water floods which takes a recovery rate from 15% up to 25%. It has an unbelievable upside in production rates. He can see this going up through the years to 200,000-300,000 barrels a day, but the question is, will the stock do anything.


Price: $13.360
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 COMMENT Detour Gold
DGC-T
Peter Brieger

Sell the ETF XGD and buy Detour Gold (DGC-T) instead?He likes Detour Gold, but if he were looking to add gold stocks at this time, he would be looking at Agnico Eagle (AEM-T), Kinross (K-T) or Yamana (YRI-T), because they are a bit cheaper. There are also probably some microcaps you could have a look at. Detour has had a great track record, so you probably would be okay owning it.


Price: $16.670
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 PAST TOP PICK Walt Disney
DIS-N
Liz Miller

(Top Pick Nov 9/16, Up 22%) You can’t ever say it is not a great company.  She just waited for the stock price opportunity.


Price: $113.700
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 BUY Enbridge
ENB-T
Peter Brieger

One of his favourites. He sees a very positive growth rate in dividends over the next 6-7 years, and probably going out as they develop additional infrastructure. A classic example of a Canadian utility going into the US and making a major acquisition. That will be the basis of further growth in the future. He would be comfortable buying this here.


Price: $57.080
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 PARTIAL SELL Facebook
FB-Q
Liz Miller

Nobody needs to hold it considering all the gains.  Take profits if you have made them.  She sees no change in their trends.  They will do phenomenally until it is over.  You will never regret taking profits on a stock that has done this well.


Price: $145.470
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 BUY Fortis Inc.
FTS-T
Peter Brieger

This is a good time to Buy. Fortis, Emera (EMA-T), TransCanada (TRP-T) and Enbridge (ENB-T) have all made major forays into the US. This one made an acquisition of a regulated utility, which is going to give them some good growth opportunities. Looking forward, he can see further increases in activity in the US, and longer-term a dividend growth of around 6%.


Price: $44.340
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 BUY Home Depot
HD-N
Peter Brieger

He loves this. A great way to play housing from 2 points of view. First of all, for new housing where people are going to them for appliances. Also, people are opting for remodelling, and this company will be a great beneficiary of that trend.


Price: $151.890
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 BUY Honeywell International
HON-N
Liz Miller

It has been a great stock for quite a while, doing better and better.  They had a very good earnings report recently, especially in the aerospace division.  If we see higher defense spending in the US they will benefit.


Price: $129.790
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 BUY Inter Pipeline
IPL-T
Peter Brieger

A great 5-7 year hold. They have tremendous potential in unused capacity in the oil sands transportation part of the business. Looking at a poly dehydration project, which would give some very substantial growth from here.


Price: $28.130
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 COMMENT Johnson & Johnson
JNJ-N
Peter Brieger

He likes this. Had a disappointing 1st quarter and it stumbled. Thinks it will recover pretty quickly. If you are looking out 3-5 years, it is definitely a long-term hold.


Price: $122.890
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 COMMENT Lockheed Martin
LMT-N
Peter Brieger

He is very keen on defence stocks. (Owns United Technologies (UTX-N).) There are others he would buy on weakness such as Orbital ATK (OA-N), a long-term play on munitions and the propulsion area. Also Huntington (HII-N), which does most of the work for the U.S. Navy.


Price: $276.210
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 PAST TOP PICK Lincoln National Corp.
LNC-N
Liz Miller

(Top Pick Nov 9/16, Up 17%) She continues to buy it.  The story is intact for rising interest rates and lower regulation.  They are well positioned to do meaningfully better going forward.


Price: $66.720
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 COMMENT Mattel
MAT-Q
Liz Miller

It goes in very long waves.  It is about very long cycles.  It will take a number of years for MAT-N to come back again.


Price: $21.600
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 PARTIAL SELL McDonalds
MCD-N
Liz Miller

A perfectly good long term holding.  It had a recent pop and if you had a lot of profits she would recommend taking some off the table.  You expect it to grow in the US with GDP.  Internationally there is still room for them to grow further.  She thinks they are doing everything right but it is a rich stock right now.


Price: $134.230
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 TOP PICK McKesson Corp
MCK-N
Liz Miller

A very big player, and has long been a leader.  The stock is a long way down from its high.  She thinks this company and stock will come back strong.  It is a beautiful entry point for it.  (Analysts’ target: $151.00).


Price: $136.150
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
Showing 1 to 30 of 163,623 entries
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