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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
2015-01-05 HOLD Berkshire Hathaway Inc. (A)
BRK.A-N
Peter Mann

Buffet has done a tremendous job.  This is one of the largest market caps in the world today.  It is fairly fully valued, but correlated to an improving US economy.


Price: $220980.000
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Yes
2016-05-19 COMMENT Berkshire Hathaway Inc. (A)
BRK.A-N
Stan Wong

This has actually underperformed the S&P 500 over the last 3 years. Year-to-date however, the shares have outperformed and are about 6% better than the S&P. In the last few years, in a growth environment, this has underperformed. On a go forward basis, it might make a lot of sense. It really depends on whether we are truly going back into a Value-based environment versus a growth environment.


Price: $211179.990
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: CAUTIOUS
Owned: Unknown
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
2015-11-04 PAST TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

(A Top Pick Nov 3/14. Up 22.61%.) They are going to report on the 9th and he thinks it will be a good report, especially based on what some of their peers are doing. Expects they will report somewhere around $57 a share for the year. Next year it will probably push $70.


Price: $1469.560
Subject: US EQUITIES
Bias: OPTIMISTIC
Owned: Yes
2015-11-02 TOP PICK Priceline.com Inc.
PCLN-Q
David Burrows

The consumer is strengthening due to low oil prices and the first thing they are doing is spending more money on travel.  Online is taking a larger and larger share of the revenue.  This one has a dominant position in Europe.  It has a growing piece of a pie in a growing market.


Price: $1467.190
Subject: NORTH AMERICAN - LARGE
Bias: BULL
Owned: Yes
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
2016-03-23 TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

He chose this because of what happened in Belgium in the last couple of days. This always trades off on these terrorists’ events. It is a fact that people will continue to travel, and this company will continue to do well. Trading at about 19X this year and about 18X next year. They have layered on internet options such as Booking.com, OpenTable for dinner reservations, Kayak for flights.


Price: $1306.110
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2015-12-08 DON'T BUY Priceline.com Inc.
PCLN-Q
Brian Acker, CA

His model price is $936. If the US market got ugly later on, this would be on his list.


Price: $1303.970
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US$
Owned: Unknown
2015-09-14 PAST TOP PICK Priceline.com Inc.
PCLN-Q
Teal Linde

(Top Pick Sept. 11/14, Up 8.70%) 70% of revenues are from outside of the US, so it surprises him that it is up.


Price: $1286.830
Subject: NORTH AMERICAN
Bias: BULLISH on US MARKET
Owned: Yes
2015-11-19 WATCH Priceline.com Inc.
PCLN-Q
Keith Richards

The chart, from early 2014 to now, is beginning to look like a cup. A cup is identified by having lower lows followed by higher lows. It looks like it tried to break out, but failed. As a technical person he wouldn’t buy this until it definitively broke the handle, somewhere around $1300. The formation is encouraging, but it is not yet ready to Buy.


Price: $1284.650
Subject: TECHNICAL ANALYSIS
Bias: UNKNOWN
Owned: Unknown
2015-12-22 HOLD Priceline.com Inc.
PCLN-Q
Cameron Hurst

There are a few Internet retailers that have been doing extremely well, and this is one of them. This is one of those companies that is very top of mind from, originally an obscure new industry, and nailed it. Have done extremely well. They have the branding right, the marketing right and the customer approach right. Trading a little bit rich now for their growth that is on the horizon, so it feels a little bit frothy, but fundamentally there is nothing wrong.


Price: $1277.490
Subject: US EQUITIES
Bias: CAUTIOUS
Owned: Unknown
2015-11-16 WAIT Priceline.com Inc.
PCLN-Q
John Stephenson

This is probably a falling knife at this point. They came out with great earnings, weak guidance, so the stock fell. Not only was the guidance tepid, but anything trouble related is getting hit hard. Give it a few days at least. Overall it is a good company and probably something you can wade back into.


Price: $1266.870
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-05-05 PAST TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

(A Top Pick April 30/14. Up 8.9%.) Last quarter was gangbusters. Came out with very, very strong numbers. Expects gross bookings and earnings to rise, somewhere in the high 20% area. Trading at below 20X earnings, so not expensive.


Price: $1263.320
Subject: US EQUITIES
Bias: CAUTIOUSLY OPTIMISTIC
Owned: Yes
2015-11-30 COMMENT Priceline.com Inc.
PCLN-Q
John O'Connell, CFA

Has admired the company tremendously. They are very innovative. This is an example of how technology is transforming whole industries. People that don’t transform in this highly innovative environment are really going to struggle. This is a high multiple stock and has been growing very well. Has totally disrupted the travel industry. He worries that companies like Facebook (FB-Q), Apple (AAPL-Q) and Google (GOOG-Q) are going to increasingly be able to move into these kinds of things, particularly Facebook. Airbnb is also dramatically changing how the travel business works.


Price: $1248.850
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2015-11-25 HOLD Priceline.com Inc.
PCLN-Q
Jason Mann

This is a funny one. A stock with a big share price which makes people think it is overvalued, but it actually scores really well on valuation. ROE is particularly strong at 30%. It is high in terms of value on PE to EBITDA, but there is no net debt. Has had strong price momentum, even with the recent volatility. They have been a consolidator for their business. From a price line this is one that you can hold here.


Price: $1245.750
Subject: NORTH AMERICAN
Bias: UNKNOWN
Owned: Unknown
2015-11-27 TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

A high beta stock, which means it moves the market, so is relatively volatile. If you stay with it long term, it does very well. This is in the Internet space, but in the Internet travel space. They own Booking.com, Kayak and Open Table. Growing gross bookings in the high 20%. This is an opportunity because with the unfortunate events in Paris and terrorism on everybody’s mind, the fear is that travel will be a little more subdued. However, historically, drivers have a great propensity to take on greater risk to get what we want.


Price: $1244.990
Subject: US EQUITIES
Bias: BULLISH on US MARKET
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
2015-07-22 TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

An online site for booking travel and they have hundreds of thousands of relationships with hotels globally. Last quarter they grew international bookings at 29% year-over-year. It is still growing extremely robustly. Currently trading at about 18X this year’s earnings. He is expecting $65 of earnings per share this year.


Price: $1233.970
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-06-24 TOP PICK Priceline.com Inc.
PCLN-Q
Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.


Price: $1232.140
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2014-02-26 PAST TOP PICK Alphabet Inc (C)
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 Alphabet Inc (C)
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
2016-01-05 TOP PICK Priceline.com Inc.
PCLN-Q
David Baskin

People want experienced now, not objects.  This one has a PE of 15.  The 4-digit price scares some people.  He thinks it will get to $100 profit per share in the next 3 years.  Huge margin business with 70% gross margins.


Price: $1210.690
Subject: NORTH AMERICAN - LARGE
Bias: OPTIMISTIC
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 Alphabet Inc (C)
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 Alphabet Inc (C)
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
2014-11-03 TOP PICK Priceline.com Inc.
PCLN-Q
Gordon Reid

Expecting $65 a share in earnings next year. Reporting tomorrow morning at 7 AM, and he expects good things. They are growing their gross bookings in the high 20% range.


Price: $1198.520
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2015-03-23 DON'T BUY Priceline.com Inc.
PCLN-Q
Brooke Thackray

There is a clear trading channel, going down.  This is looking negative.  We had a strong run and then it stepped back. 


Price: $1181.180
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
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 Alphabet Inc (C)
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 Alphabet Inc (C)
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
2016-01-19 COMMENT Priceline.com Inc.
PCLN-Q
David Burrows

80% of returns come from getting to the right market and getting to the sectors within that market that benefits from whatever the secular shift is that is taking place. If our base belief is that the consumer is the ultimate winner, and that the consumer will spend money on experiences, then travel and leisure is a group you want to have a look at. If he had to pick one company in this area, he would probably choose Carnival Cruise Lines (CCL-N), which has been remarkably resilient. Priceline has basically been correcting and consolidating over the last 14-16 months. The stock has pulled back and is into support, and is in the right group. Look for a reversal, but he doesn’t have a problem with this. You want to see revisions on earnings start to move higher.


Price: $1094.500
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2013-12-10 HOLD Alphabet Inc (C)
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 Alphabet Inc (C)
GOOG-Q
Christine Hughes

Trading at a reasonable valuation. Good revenues and earnings.


Price: $1084.660
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-02-04 DON'T BUY Priceline.com Inc.
PCLN-Q
Brian Acker, CA

$912 model price, 13% above fair value, but we had two negative transits (two EBV levels), which are sell signals.  If it drops below $719, put the full position on there. 


Price: $1069.100
Subject: NORTH AMERICAN - LARGE
Bias: BULLISH on US ECONOMY
Owned: Unknown
2013-12-03 BUY Alphabet Inc (C)
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 Alphabet Inc (C)
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
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