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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-05 COMMENT Berkshire Hathaway Inc. (A)
BRK.A-N
Barry Schwartz

This is essentially a conglomerate and mirrors the S&P 500 in terms of all the different types of companies. Very hard to see a lot more upside in the stock.


Price: $192499.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2013-11-05 BUY Berkshire Hathaway Inc. (A)
BRK.A-N
Colin Stewart

(Market Call Minute) 1.3 times book value and only concern is succession issues.


Price: $171754.000
Subject: NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias: UNKNOWN
Owned: Unknown
2004-02-26 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Bob Stodgell Very astute management. A good way to diversify a portfolio.
Price: $3160.000
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2004-02-20 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Jonathen Wellum, B. Comm, B. Sc Feels that it has been undervalued for a number of years.
Price: $3113.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2004-12-24 DON'T BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Brian Acker, CA Warren Buffet is so big, how does he generate a rate of return. Feels there is more money to be made elsewhere.
Price: $2969.000
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2002-05-15 DON'T BUY Berkshire Hathaway Inc. (B)
BRK.B-N
David Driscoll Trading at 30 X earnings. Too expensive. Owns some "too expensive" stocks like Coca Cola and Gillette.
Price: $2599.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2002-08-19 DON'T BUY Berkshire Hathaway Inc. (B)
BRK.B-N
David Baskin Not secure about their re-insurance assets. More liabilities still to come regarding Sept 11.
Price: $2485.000
Subject: NORTH AMERICAN - LARGE
Bias: 21
Owned: Unknown
2003-06-13 TOP PICK Berkshire Hathaway Inc. (B)
BRK.B-N
Brian Milner Incredibly well run company.
Price: $2450.000
Subject: NOT APPLICABLE
Bias: UNKNOWN
Owned: Unknown
2002-03-22 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
David Burrows Its in a good uptrend and should move higher.
Price: $2387.000
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2002-09-23 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Mark Jackson, CFA
Price: $2356.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2003-01-10 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Jonathen Wellum, B. Comm, B. Sc Well positioned in the insurance industry. Has a lot of cash.
Price: $2341.000
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Unknown
2001-09-10 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Brad Willock Do a good job. Near a high.
Price: $2273.000
Subject: US & GLOBAL LARGE CAP
Bias: BEAR
Owned: Unknown
2001-06-14 WAIT Berkshire Hathaway Inc. (B)
BRK.B-N
Noah Blackstein, B.A., CFA Likes their assets. Good long term, but for growth wait and see how their transition to an operating company works.
Price: $2260.000
Subject: US & GLOBAL LARGE CAP
Bias: OPTIMISTIC
Owned: Unknown
2001-01-08 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Noah Blackstein, B.A., CFA A core holding. Don't buy for 6 months, but rather for 10/20 yrs.
Price: $2256.667
Subject: US & GLOBAL LARGE CAP
Bias: BULL
Owned: Unknown
2001-05-15 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Ross Healy Has a lot of cash, so can buy a lot in a market drop.
Price: $2243.000
Subject: NORTH AMERICAN - LARGE
Bias: BULL on OIL & GAS
Owned: Unknown
2001-01-08 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Noah Blackstein, B.A., CFA A core holding. Don't buy for 6 months, but rather for 10/20 yrs.
Price: $2242.000
Subject: US & GLOBAL LARGE CAP
Bias: BULL
Owned: Unknown
2001-03-23 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Michelle Calpin Great mngmnt. Insurance sector is a money maker.
Price: $2218.000
Subject: US & GLOBAL LARGE CAP
Bias: 21
Owned: Unknown
2001-04-12 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Neil Murdock This is one of their favourite insurers
Price: $2130.000
Subject: US & GLOBAL LARGE CAP
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
2001-09-18 STRONG BUY Berkshire Hathaway Inc. (B)
BRK.B-N
Michael Smedley One of the strongest insurance companies. Good cash flows. Good time to buy.
Price: $2123.000
Subject: CANADIAN LARGE
Bias: OPTIMISTIC
Owned: Unknown
2001-03-29 TOP PICK Berkshire Hathaway Inc. (B)
BRK.B-N
Jonathen Wellum, B. Comm, B. Sc A disciplined management. A lot of cash so will be able to buy low.
Price: $2115.000
Subject: NORTH AMERICAN - LARGE
Bias: BULL on FINANCIALS
Owned: Unknown
2014-02-26 BUY Priceline.com Inc.
PCLN-Q
Gordon Reid

Fantastic company.  Bookings are up 39% year over year.  271 million rooms booked last year.  A pure growth story.  They are a cheaper stock today than when he bought it way back, on an earnings basis.  High priced stocks don’t necessarily mean expensive stocks.


Price: $1356.940
Subject: US EQUITIES
Bias: BULLISH on MATERIALS
Owned: Yes
2014-06-06 DON'T BUY Priceline.com Inc.
PCLN-Q
Don Lato

Getting to a level where he is starting to feel a little less comfortable. It’s up around 20X earnings, which is stretching the valuation. Also, one of the areas that he would be concerned about would be the emergence of these virtual “rental by owner” properties, were people, looking for vacation, are looking for more of an established place to visit and stay in. Thinks there will be some competition on the vacationers’ side.


Price: $1238.080
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-02-26 PAST TOP PICK Google
GOOG-Q
Gordon Reid

(Top Pick Feb 5/13, Up 59.35%) The risks going forward are in execution.  Motorola acquisition was a failure.  They recognized it was not a fit and moved away.  Google took YouTube and monetized it to the point it is a huge success.  They are an advertising company and not a technology company.


Price: $1220.170
Subject: US EQUITIES
Bias: BULLISH on MATERIALS
Owned: Yes
2014-02-18 COMMENT Google
GOOG-Q
Stuart Hinshelwood

Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. If you want to play search, growth in mobile and ad revenues, this is the one to play.


Price: $1210.880
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Yes
2014-07-17 BUY on WEAKNESS Priceline.com Inc.
PCLN-Q
Keith Richards

The 1 year chart shows a nice consolidation. He suspects that this may just be taking a pause. The support of around $1200 is most definitely being held. Looks like a healthy consolidation within an uptrend. He would probably buy it on any significant pullback to the trendline.


Price: $1201.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-02-13 BUY on WEAKNESS Google
GOOG-Q
Stan Wong

Likes this a lot. Sold his holdings a couple of months ago and it’s a name he would look to get back into. It is currently in overbought territory. 1.1-1.2 peg ratio. Great name long-term going forward. If he could see it back down to $1120 or $1050, that would be better entry points for him.


Price: $1199.900
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH
Owned: No
2014-03-19 TOP PICK Google
GOOG-Q
Gordon Reid

Has done very well from a price standpoint. Has kept up in terms of fundamentals. Going to earn somewhere in the area of $50 a share this year. Not inexpensive, but growing very nicely at around 20% on both the revenue line and the earnings line. The story here is the mobility aspect.


Price: $1199.250
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2014-09-11 TOP PICK Priceline.com Inc.
PCLN-Q
Teal Linde

Booking.com is one of their divisions.  600,000 booking per night around the world.  Growing at 26% and trading at 23 times earnings.  A virally expanding company.


Price: $1176.850
Subject: NORTH AMERICAN
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2013-12-03 COMMENT Priceline.com Inc.
PCLN-Q
Gordon Reid

This was a Top Pick on April 11/13. Bought this in the high $600s and sold a piece of it at $1190. Nothing to do with the company. This has to do with risk management that he uses to make sure one position doesn’t dominate the portfolio. Still loves the company.


Price: $1176.480
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-04-30 TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

(A Top Pick April 11/13. Up 55.85%.) You have to distinguish between price and value. First bought the stock in 2005 at $19 and sold it in 2010 for $243 and then re-entered a year or 2 ago at $680-$690. When he first bought the stock in 2005, it was trading at about 27X earnings and today it is trading at about 18X expected next year’s earnings. Metrics are just outstanding with last quarter’s gross bookings up 39% and earnings were up 31%. They have 420,000 hotels worldwide signed on to their website.


Price: $1157.750
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2014-01-02 PAST TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

(A Top Pick April 11/13.) Reduced his holdings on Nov 27/13 at $1190. This was risk management to maintain a portfolio balance.


Price: $1145.440
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2014-01-29 BUY Priceline.com Inc.
PCLN-Q
Gordon Reid

Has great growth at 25%-30%. It is in the retail space but enabled by technology. A wonderful company.


Price: $1133.790
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2013-12-23 HOLD Google
GOOG-Q
Barry Schwartz

A wonderful company. A toll road on the Internet. Advertising demand should increase as the economy improves. Online sales are still in its infancy. He prefers Apple (AAPL-Q).


Price: $1115.100
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: No
2014-01-02 BUY Google
GOOG-Q
Gordon Reid

This company has growth in front of it. More expensive, but it is expensive for a reason.


Price: $1113.120
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2013-12-10 HOLD Google
GOOG-Q
Fabrice Taylor

(Market Call Minute.) Great brand but expensive.


Price: $1084.660
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2013-12-10 BUY Google
GOOG-Q
Christine Hughes

Trading at a reasonable valuation. Good revenues and earnings.


Price: $1084.660
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2013-12-03 BUY Google
GOOG-Q
Gordon Reid

(Market Call Minute.) A juggernaut. The more eyeballs they can get, the better. Mobile is great for them. Has been misunderstood in the past because paid clicks have been down. You should be looking at volume, which is the key.


Price: $1053.260
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2001-08-15 BUY Methanex Corp
MX-T
Gavin Graham Have a lot of cash, so buying back shares. Good in the short term.
Price: $1039.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2013-11-01 HOLD Google
GOOG-Q
Stuart Hinshelwood

Had a significant run in a short period of time. Upside on a reasonable sort of valuation metric is probably $1150-$1200. If you like those odds, then it is fine to Hold. They have the dominant market share in search but some of their enhanced programs seem to be working in bringing in ad revenue. A momentum stock and once the market throws it back out of favour, the stock can easily trade back down.


Price: $1027.040
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2013-11-19 PAST TOP PICK Google
GOOG-Q
Zachary Curry

(A Top Pick Aug 21/12. Up 17.93%.) His outlook on this one came from the way they were changing their advertising model. It is amazing way they are able to say to their customers 1) here’s what you are doing 2) here is what you are now willing to do and 3) here is how you are going to do it. This got a lot more traction than he had expected. Strong balance sheet. Biggest risk would be the innovation risk.


Price: $1025.204
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2013-10-28 PAST TOP PICK Google
GOOG-Q
Ian Ainsworth

(Top Pick Aug 29/12, Up 47.63%) Biggest holding in all his funds. One of the cheapest plays on this new technology.  They should split it but doesn’t know if they will.  Larger server manufacturer in the world, just using them internally.


Price: $1015.000
Subject: GROWTH & TECHNOLOGY
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2013-11-11 SELL ON STRENGTH Google
GOOG-Q
Benj Gallander

(Market Call Minute) Take profits next year to defer taxes.


Price: $1010.590
Subject: CONTRARIAN INVESTING
Bias: CONTRARIAN
Owned: No
2013-09-23 WAIT Priceline.com Inc.
PCLN-Q
Larry Berman CFA, CMT, CTA

This is one of those fast money plays that hedge funds and traders like.  He thinks you have to wait for some sort of meaningful correction before getting interested.


Price: $996.760
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2003-06-09 DON'T BUY S&P 500 Index
SPX-I
Brian Acker, CA Could reach $1,050 or drop to $830. May take a rest at this point. Risk/reward is 6/7% upside or 15% drop.
Price: $975.930
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2013-08-20 BUY Priceline.com Inc.
PCLN-Q
Gordon Reid

Thinks it is good value.  It is expensive.  Got back in about 6 months ago.  He saw better valuation than when he owned it at $19.  Continues to hold it.  It is good value here.  Expanding margins and a great company.  The business model is incredibly scalable.


Price: $932.770
Subject: US EQUITIES
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2013-05-15 DON'T BUY Google
GOOG-Q
David Baskin

His son works there.  Has so many things going for it, but it may be the Apple of 2013, where it has a high and then pulls back. Starting to be expensive.


Price: $915.890
Subject: CANADIAN LARGE
Bias: UNKNOWN
Owned: Yes
2013-09-19 BUY Google
GOOG-Q
Stuart Hinshelwood

Apple (AAPL-Q) versus Google (GOOG-Q)? Thinks you can own both of these. Both are good companies. This one gives you good leverage to online advertising. There is the potential of them monetizing the Android system. They come out with innovative products. Big cash balance and there are opportunities for them to grow in the mobile space.


Price: $898.390
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Yes
2013-07-05 BUY Google
GOOG-Q
Don Lato

Likes their innovativeness. Employees get to spend 20% of their time on projects that they want to look at. Likes the package of their various projects. Trading at only 15-16 times earnings.


Price: $893.490
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2013-09-06 TOP PICK Google
GOOG-Q
John O'Connell, CFA

His 3 picks today are all technology related. He is seeing earnings and revenue growth over time and a global move towards more mobile telephone technology. This company is the largest search engine provider and one of the largest global advertisers. One of the most innovative companies in the world. Have $60 billion of cash on their balance sheet. Own the largest operating system, Android, for all mobile technology. They own You Tube and may start televising NFL football for a subscription service.


Price: $879.580
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2013-05-30 COMMENT Google
GOOG-Q
Jennifer Radman

Used to own.  Likes them in the phone market because they are paid by advertisers.  Everything involves how do you get eyes on you.  It was trading by 18 times earnings so she got out.  Prefers Qualcom for handset investment.


Price: $870.760
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2013-05-30 HOLD Google
GOOG-Q
Paul Harris, CFA

Caller has done well on this. Wants to know if he should take some profits. It would be wise to take some profits. Company has had a great run and has done a really good job of competing against Apple (AAPL-Q). Not trading at an outrageous multiple. Continuing to own, you will do well with it.


Price: $870.760
Subject: NORTH AMERICAN/GLOBAL
Bias: OPTIMISTIC
Owned: Unknown
2013-08-21 TOP PICK Google
GOOG-Q
Zachary Curry

This is a technology conglomerate. Involved in every aspect of technology including web, searches and mobiles. Creating an android operating system which is open and is getting the most adoption. Trading at around 18X earnings.


Price: $869.330
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2013-08-26 BUY Google
GOOG-Q
Don Lato

Trading at 20X forward earnings which is a reasonable multiple for this company.


Price: $866.390
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
Owned: Yes
2013-08-20 BUY Google
GOOG-Q
Gordon Reid

They have taken ideas that people questioned could be monetized and then did that well, and then expanded into mobility.  The market is getting caught up in the metrics of Google.  The volume has increased dramatically.  They are doing great in mobile.  Android was their entry point.


Price: $865.420
Subject: US EQUITIES
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Unknown
2013-06-04 BUY on WEAKNESS Google
GOOG-Q
John Zechner

This is one of the great growth stories out there. If it dropped down to the $830 range, he would probably add to his holdings. They are so dominant. Earnings are growing.


Price: $859.100
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH
Owned: Yes
2014-01-09 COMMENT Mastercard Inc.
MA-N
David Baskin

MasterCard (MA-N) or Visa (V-N)? Neither one of these is cheap. He keeps waiting for an entry point and keeps not getting one. Trading at 32X earnings, which is pretty expensive. Both of these companies have a tremendous moat around operations. So well entrenched around the world that it is very difficult to compete. Because of this, they do deserve a premium. In his view, Visa is probably the better one in terms of its line-up of banks that it is associated with and its penetration of world markets.


Price: $843.600
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: No
2014-01-02 DON'T BUY Mastercard Inc.
MA-N
Ross Healy

ROE is higher than on Visa or discovery.  MasterCard is about 8 times book.


Price: $834.140
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2014-01-03 COMMENT Mastercard Inc.
MA-N
Hap (Robert) Sneddon FCSI

Stock is splitting on a 10 for 1 basis this month. Is this a Buy? Often when stocks split, it gives an initial pop, but it doesn’t change the dynamics of the balance sheet or the company as a whole. The 1st support is around $760. If it gets below $750, there is a chance it could drop down to $650 level. MACD is really high right now but this doesn’t always manifest into a lower price. Doesn’t think you can go wrong with this name.


Price: $830.810
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2013-12-27 COMMENT Mastercard Inc.
MA-N
Paul Harris, CFA

MasterCard (MC-N) or Visa (V-N) for a 3-5 year hold? These are toll booths and just get money when somebody uses their card. There are no credit risks or other issues. Both have great global growth going on. It’s a tough call as to which to buy. Visa  is more international but this one has the opportunity to become more international so he thinks he would choose this company because of that.


Price: $827.870
Subject: GLOBAL & NORTH AMERICAN LARGE
Bias: BULLISH
Owned: No
2014-01-14 HOLD Mastercard Inc.
MA-N
Brian Acker, CA

This has probably been the best gainers since 2006. This is really in the 8th inning of its valuation. He sees a topping out. It is probably worth $940. Very expensive. Going to have a 10 for 1 stock split, which will be very positive. He is thinking about the impact of Bitcoin and you really have to watch companies like this and Visa (V-N). Bitcoin is about money transfer in terms of costs, so it would really impact their business.


Price: $821.710
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US MARKET
Owned: Unknown
Showing 1 to 60 of 133,087 entries
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