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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
2016-05-02 COMMENT A Comment -- General Comments From an Expert
A Commentary
Adam Thomas

Markets.  There are a lot of seasonal patterns in the market but the question is how you use them in your portfolio.  You can’t depend entirely on them, however.  Historically, going back to 1928 for the S&P, there is very little growth in the summer months.  You can’t dispute the seasonal patterns, even though they don’t work in every year.  Year 4 of the presidential year is often strong in the summer.


Price: $0.000
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Low volatility ETFs.  After markets fall, portfolio managers move out of low volatility stocks and into higher risk.  Low volatility stocks are trading at a larger premium today than in the past, making them more volatile.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

TFSA suggestions for young people.  If you are investing for the long term, he suggests going for growth, rather than dividends.  When you finally take the money out, you still won’t pay any tax.  He suggests a US ETF specializing in small to mid caps.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Artificial Intelligence and ETFs.  The Buzz Index.  His guest looks at social media and identifies the top 25 stocks with the most bullish prospects.  He uses the power of the computer to scan social media for comments he is looking for.  Software uses natural language processing.  He also tries to gauge how many people are listening to the person posting. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Markets.  It looks like oil went down too far, too fast and is now recovering on short covering.  The fundamentals have not changed that much since January, so he would not be surprised to see it roll over here.  No one knows where the US dollar is going.  He is not increasing energy exposure up here.  All the currencies are going up against the US dollar.  He spent some money in Canada and is hoping things come off so he can invest more.  He only spent a little in Canada.  The US is a little expensive.  In the US you are getting bankruptcies in energy.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2016-05-02 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Software.  He historically does not invest in technology.  He has OTC-T, however.  He likes how they are growing by acquisition.  It is decent value here and he likes the management.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Oil price over 5 to 10 years.  He does not like predicting anything.  No one predicted oil would go into the $30s, let alone below.  He thinks it will be between $30-$50 over the next few years.  Historically, commodities don’t turn quickly.  Make sure an oil stock has a good balance sheet.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Canadian Dollar.  He believes the dollar got over done on the downside.  It could be vulnerable, but he does not see it going down to $0.59 like others.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2016-05-02 DON'T BUY Apple
AAPL-Q
Norman Levine

It is a ‘yesterday’ stock.  He does not see what is going to make this stock go up a lot.  The handset business has been shown to be a graveyard business for a lot of other companies.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 WEAK BUY Alimentation Couche-Tard (B)
ATD.B-T
Norman Levine

He likes the business they are in -their business model.  They just made an imperial oil acquisition as well they are expanding in Europe.  He does not own it because he does not think it is cheap enough.  The company is trying to protect their family including their children with special privileges, although they have done a good job running the company.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 BUY Badger Daylighting
BAD-T
Norman Levine

They have been diversifying away from the energy patch.  They also diversified into the US.  They are the biggest in both countries.  The core business continues to do okay.  He still buys it for new accounts.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-05-02 DON'T BUY Bombardier Inc (B)
BBD.B-T
Norman Levine

He does not understand the fixation.  It has a poor balance sheet.  They made a lot of bad news over the past while.  They used to own the business jet market and now put all their resources into the ‘C’ series.  On the transportation division they have had a miss.  He does not like the corporate governance.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 BUY Bank of Montreal
BMO-T
Norman Levine

4.1% yield.  The best performing bank recently. They did a good job of turning this bank around.  He is impressed with how they are doing in Canada as well as internationally.  He prefers BNS-T, however.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2016-05-02 TOP PICK Cara Operations Ltd.
CAO-T
Norman Levine

Brand new for him.  He likes it because he wanted to increase his presence in Canada but not in resources.  It is the Canadian consolidator in the restaurant business.  The dual class share structure is their only drawback. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-05-02 HOLD CASH
CASH
Norman Levine

He would hold some cash because he thinks the markets have gotten a little ahead of themselves.  He is carrying a bunch of cash and thinks he can invest it lower down.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-05-02 PAST TOP PICK CCL Industries (B)
CCL.B-T
Norman Levine

(Top Pick Apr 17/15, Up 56.35%) He still likes the stock.  It is in a low volatility sector.  It reports in Cad$ and 95% of its sales are outside Canada, so there is some currency risk.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-05-02 WATCH Empire Company (A)
EMP.A-T
Larry Berman CFA, CMT, CTA

He thinks there is some value in this area.  Maybe it could go a little bit lower, but there should be some support here.  It probably looks interesting here, however when they are having challenges in execution, the market will keep it down.  Above $23 it would say the market is building confidence in them.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-05-02 PAST TOP PICK General Electric
GE-N
Norman Levine

(Top Pick Apr 17/15, Up 17.24%)  He likes the transformation back to an industrial company.  They have a big oil and gas exposure through making equipment for it.  He likes the new mix.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-05-02 DON'T BUY Hydro One
H-T
Norman Levine

He has Emera and EMB-T instead.  H-T is not for him.  Part of the problem is that the government will be a constant seller of the stock.  He would feel better if the government sold all of it.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 BUY Imperial Oil
IMO-T
Norman Levine

If you are a long term investor, it is a fine company.  In the short term they had some operational difficulties.  Great balance sheet.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 DON'T BUY Kinross Gold
K-T
Norman Levine

Everything they have touched in the last few years has gone to lead instead of gold.  There is more leverage in other gold stocks.  He prefers G-T.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 DON'T BUY Kinder Morgan Inc.
KMI-N
Norman Levine

Prefers EMB-T, better balance sheet, management and quality of assets.  Keep in mind these are all big dividend payers.  They have debt and so if interest rates go up, it will hurt them.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 TOP PICK Kuehne + Nagel Intl.
KNIN-VX
Norman Levine

Swiss exchange and on the pink sheets in New York.  If you believe in growth in global trade then you want to own this one.  They have a lot of cash and no debt.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-05-02 SELL Manitoba Telecom Services
MBT-T
Norman Levine

There are three reasons it is trading below the offer price.  You have a time value until it closes; there is the uncertainty of the regulators (3 have to approve this); and it is based on where BCE-T is trading when the deal closes, so you may not get the $40 offer price.  He would sell it and let someone else have the uncertainty.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 COMMENT MEG Energy Corp
MEG-T
Larry Berman CFA, CMT, CTA

It is off its lows.  There is probably a lot of leverage.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-05-02 DON'T BUY Manulife Financial
MFC-T
Norman Levine

This one has always had something come up and they stumble.  He is warm toward the lifecos, especially as rates start to go up.  He prefers SLF-T.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 WATCH Magna Int'l. (A)
MG-T
Larry Berman CFA, CMT, CTA

Non-performing loans in the US are increasing rapidly.  You are probably seeing a mini bubble in the auto sector and that car sales will go down over the next couple of years.   Buy in the mid-$40s.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-05-02 COMMENT Magna Int'l. (A)
MG-T
Norman Levine

There is talk of an Apple car.  They have some kind of agreement with Apple. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 BUY Philip Morris International
PM-N
Norman Levine

They have an innovative smokeless tobacco that he feels has huge potential.  It had been hurt by the strong US dollar. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-05-02 TOP PICK Power Financial Corp
PWF-T
Norman Levine

(Top Pick Apr 17/15, Down 7.45%) Great west life, IGM and European investments.  What is needed is higher interest rates to invest premiums in.  He is keeping it.  It goes up and down along with their assets. He likes the long term outlook for the insurance business when rates start to go up.  He likes IGM and the European assets that he thinks are undervalued.  They have gone back to raising their dividend on a regular basis.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
Showing 1 to 30 of 151,241 entries
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