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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-07 $0.020

Markets. We have lofty valuations on stocks and we now have the Fed that is trying to normalize borrowing costs. That accommodation doesn’t leave you a lot of places to hide when interest rates start to rise. Typically you would use bonds or defensive stocks as a way to play defence. As we saw in June, balanced funds all of a sudden aren’t looking so balanced. Thinks China is a bigger concern than Greece. The Chinese market is still the driver for commodity demand. It is starting to drive a flight to safety in the US$. All you need to do is look at where the US$ is going, and that will tell you where commodities are going, as well as where equities are going. Looking at the price of oil and copper today, it looks like there is more volatility ahead. Playing defence in Canada is definitely important. For an average investor with a long time frame of 15-20 years, the market volatility is just par for the course. Any time the market starts to act technically weak, bad things can happen. Volatility picks up and the likelihood of large drops starts to pick up. A 10% allocation of cash in a portfolio would not be out of line for a long-term investor. He looks at stocks in 3 ways. Good price momentum, good valuation, and reasonably low volatility.

Jason Mann NORTH AMERICAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-07 $0.020

Economy. China, in the past 4 weeks, is down 30% from its peak, mostly because of a bull market that was really driven by government policies that were urging investors to take aggressive bets. He doesn’t think people realize what the risk are out there, or how far they are being pushed out the curve by these continued Central Banks positions of zero interest rate policies. In the end, they are not getting the desired effects of trickle-down economics. There is a flurry of individual investors who have never invested before and are being dragged into the market. He doesn’t know how sophisticated they are or really know what they are doing and are the ones who panicked in and are panicking out. There have been a lot of questions about Chinese accounting and other things. Doesn’t think the average institutional investor is really throwing a lot of money into the Chinese market.

John Zechner NORTH AMERICAN - LARGE BEARISH _N/A View
BUY AAPL-Q Apple Market Call (BNN TV) 2015-07-07 $125.690

A perfect picture of a quantitative stock. It scores really well on price momentum, valuation and in the top 2% of the S&P 500 on value. Trading at 8X EBITDA and 15X PE. This is a company with 38% ROE, and yet trades at a lower multiple than the broad market. One of the best balance sheets you could possibly find. They have a lot of options in buying back stocks.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2015-07-07 $133.680

(A Top Pick June 2/14. Up 41.82%.) Agricultural sector is starting to look more interesting. What is really interesting is the pop we have seen in corn in the past 1-1.5 months. That is always a good lead indicator for fertilizer stocks. Valuations are getting up there, so he sold his holdings 3-4 months ago.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2015-07-07 $9.590

(A Top Pick May 25/15. Up 2.59%.) A SHORT. His view is that utilities are in a very dangerous part of the market cycle. Very high valuations. Also, has high debts. People buy this for yield, but it scores poorly on valuation for him. Trading at 16X EBITDA.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
DON'T BUY AXP-N American Express Market Call Tonight (BNN TV) 2015-07-07 $77.550

Would be more inclined to play Visa (V-N) in this area, as it is showing better International growth. They are all facing the same headwinds of more competition from online payments. Visa has done a better job even though it is a little bit more expensive. You are better off owning the better grower.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-07-07 $16.690

(A Top Pick June 2/14. Up 10.77%.) US bank stocks are looking interesting here. They’re coming off a period where they were not able to pay dividends and earnings growth had been muted. He likes the leverage on this. He traded out of this recently because of his overall negative views on the stock market.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
PAST TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2015-07-07 $25.780

(A Top Pick May 25/15. Down 13.81%.) Had picked this because at that time the energy stocks and cyclicals had been improving. This still has good valuation characteristics and scores in the top 15% with good ROE. A very solid balance sheet. From a valuation perspective, he still has a partial holding. This will be a beneficiary of an eventual cyclical recovery, ahead of some of the higher levered oil stocks. If he didn’t own it, he would buy a small position.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT BAX-N Baxter International Inc Market Call (BNN TV) 2015-07-07 $37.110

Doesn’t follow this closely. Scores particularly well on his valuation metrics. Very high ROE’s at 30%. PE of only 9X, which is a very strong valuation metric for him. It beat recently on earnings. 5.4% dividend yield. However, momentum is where it falls down for him, and it scores in the bottom 10, which keeps him sidelined.

Jason Mann NORTH AMERICAN CAUTIOUS No View
PAST TOP PICK BDI-T Black Diamond Group Market Call (BNN TV) 2015-07-07 $16.210

(A Top Pick May 25/15. Up 6.41%.) Camp providers for major LNG projects that are coming up. Holding in reasonably well given the backdrop of the energy market.  Still scores in the top 5% on both momentum and valuation. Very solid balance sheet and a good 5.6% dividend yield. Trading at 7X EBITDA.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-07-07 $64.270

You could do a lot worse than owning this. Canadian banks are struggling a little on the earnings growth side right now. There was some changes on derivative trading in the last budget that are going to sneak up on them a little, but he doesn’t think that impacts this bank as much as some of the other players. They’ve had the better International strategy, so there are a few red flags, but he is comfortable with the Canadian banks.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
COMMENT BP-N BP PLC Market Call (BNN TV) 2015-07-07 $39.710

Would not have particularly favourable momentum characteristics for him. It is great that the lawsuits are behind them, but in general the price momentum on some of the stocks is not favourable.

Jason Mann NORTH AMERICAN CAUTIOUS No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-07-07 $18.020

Oil stocks are tricky right now. This is a company with a stressed balance sheet. Pays a large yield which is a concern. He has a small Short on this. Scores average on momentum, valuation is pretty poor at 11X EBITDA, and they are not generating cash at these prices. Feels people are probably buying this for yield rather than its true valuation.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-07-07 $26.070

He is warming up more to the large oil companies, but he wouldn’t call himself a bull on oil. Thinks OPEC is going to draw more of a line in the sand on defending a $60-$70 oil price. That gives him comfort that we are not heading to $30-$40 oil. They hedged forward all this year’s  production at better than $80 a barrel and are now using their balance sheet to make accretive acquisitions. They are buying some of the depressed, distressed juniors. Dividend yield of 10.59%.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-07-07 $92.500

One of the healthcare stocks that has been a real rock star over the last year or so. They benefit from a better tax rate, because of tax inversion, and they have been acquiring firms giving them a multiple pick up. Scores well on price momentum, but valuation is not there yet. Rollup’s tend to be difficult to value because they are constantly acquiring other companies, and the cash flow is always in the future. Trading at 77X on a PE basis and 31X EBITDA.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-07-07 $117.100

This is one of those stocks that is always a Buy. If you asked him for one pick that he would have owned for the last 20 years, it would be this one. They continue to deliver on every metric. Valuation is still not that excessive. Thinks they can do something better than $6 in earnings next year, and that is still under a 20 multiple.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
COMMENT EA-Q Electronics Arts Inc Market Call (BNN TV) 2015-07-07 $69.890

The trend is great, scores in the top 10% on momentum and the valuation is still pretty good at 36% ROE. Has a solid balance sheet with no net debt, they actually have cash. In their most recent quarter, they beat earnings. This still has room to run.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
DON'T BUY EBAY-Q eBay Inc Market Call Tonight (BNN TV) 2015-07-07 $61.980

PayPal when it splits from eBay? He would be reticent to buy this right now. In its early days eBay basically owned its industry and it continues to dominate market share. However, with Apple pay and all these other things coming in, there is going to be a lot more competition and it is going to be tougher for them.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
DON'T BUY FM-T First Quantum Minerals Market Call (BNN TV) 2015-07-07 $15.020

This scores poorly on a valuation basis. They have grown through acquisition and through debt, so they have a strained balance sheet which can be great in a rising commodity market, but is particularly bad in a declining market. Too early. He has a Short on this.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
TOP PICK GC-T Great Canadian Gaming Corp Market Call (BNN TV) 2015-07-07 $23.110

He is looking for stable stocks that can weather the storm. This scores in the top 20% for him on both value and price momentum. High free cash flow yield at around 9%. He likes that this is a pretty stable cash flow story. It gives management a lot of options in terms of what they can do to take value to shareholders. Have been very active on buybacks. There is always a possibility that they will take the company in on a management buyout.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
HOLD GE-N General Electric Market Call Tonight (BNN TV) 2015-07-07 $26.470

Have started shedding assets and are getting down to more of a core operation. For a longer-term safe hold, they are good. Getting out of the old-style conglomerate of multiple businesses and getting more focused on industrial companies, which ultimately probably gives a higher multiple on the stock. For the long-term it will be fine, but it has just had a tremendous run off the bottom, and he doesn’t find it particularly cheap.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
COMMENT GM-N General Motors Corporation Market Call Tonight (BNN TV) 2015-07-07 $32.860

Feels this is a Hold at best. He would probably be doing what the Canadian government has been doing, cashing in on the moves in the last couple of years. Feels the auto cycle is slowing down a little and these guys have a hard time generating earnings growth in Europe and in the far east. The stronger US$ is obviously going to hurt them.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
TOP PICK GOOG-Q Google Market Call Tonight (BNN TV) 2015-07-07 $525.020

(A Top Pick June 2/14. Down 4.96%.) There has been a lot of negative opinion on this recently, but it reminds him of Microsoft when it was in the mid-$20 and people were saying there was no more growth. This hasn’t even slowed down its earnings growth. The catalyst could be some of their outside assets, such as the Android operating system, which owns 70% of the smart phone market globally. He likes this and thinks it is a great long-term story.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
WATCH JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2015-07-07 $98.920

Growth has moderated a little in the past couple of years. A big headwind for them in the short term is the stronger US$. He would like to see how the next quarter comes out and what their guidance is in Q3 before he bought the stock.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2015-07-07 $80.550

Had a tremendous run over the last couple of years. It has beaten earnings something like 12 out of the last 13 quarters. The valuation multiple compared to Magna (MG-T) and Martinrea (MRE-T) is somewhat higher. Well positioned, but he finds the valuation is higher and he just doesn’t know if they’ll keep beating estimates. Not overly bullish on the sector right now. (See Top Picks.)

John Zechner NORTH AMERICAN - LARGE BEARISH No View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2015-07-07 $23.040

A good example of a stock that should do reasonably well in a rising rate environment. Lifecos reinvest proceeds from their premiums, and as rates rise they tend to do particularly well in that environment. This also scores well for him on momentum and valuation. A stable stock with low volatility characteristics. PE of around 13%. Reasonable yield of 3%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-07-07 $72.650

This is really best of breed for auto parts. Scores very high for him on both price momentum and valuation. It has been perpetually undervalued, and despite the stock moving up over the past couple of years, the valuation is still there. High ROE’s and a reasonable valuation on EBITDA at 6.7 times. No net debt and has a great balance sheet. Has the ability to make accretive acquisitions. Dividend yield of 1.53%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT MRE-T Martinrea Market Call (BNN TV) 2015-07-07 $13.430

Is this ripe for a takeover? He would not own a stock strictly based on the probability of being taken out. Large automakers do not want to see more consolidation in the industry. He looks at stocks in 3 ways. Good price momentum, good valuation, and reasonably low volatility. This scores well on most of those metrics. A little bit cheaper than some of their peers at 7X EBITDA. Reasonable balance sheet. They do need to start to generate more cash. (See Top Picks.)

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
TOP PICK MRE-T Martinrea Market Call Tonight (BNN TV) 2015-07-07 $13.430

Even though valuation has moved up a lot in the past year, it is cheaper than the rest of the group in cash flow and earnings. More importantly, they have stuck money into new programs and facilities over the past couple of years and thinks they are just turning round now to the harvesting of those operations. They have a lot of new programs coming into place. You are looking at 10%-15% earnings growth a year at least, over the next 3 years. They are the biggest player on aluminum parts in cars, which is one of the highest areas of growth. Higher European luxury growth. Also, the Cdn$ benefits them. Dividend yield of 0.89%.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
BUY MSFT-Q Microsoft Market Call Tonight (BNN TV) 2015-07-07 $44.300

New management is doing such a better job than prior management and is starting to resurrect the value of some of their assets. They own the operating system for 90% of the PCs globally, and will continue to do that. Also, becoming a better play on the Cloud as well. You are getting all of this for a 16 or 17 multiple. They have a massive cash balance that they can use for further acquisitions.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
DON'T BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-07-07 $18.200

The memory market is still very volatile. The margins have come under pressure. Stock had a great run for a couple of years, but is now starting to face oversupply and margin pressures again. He would be inclined to step back and look at something else that has longer-term growth in the industry such as a Qualcomm (QCOM-Q) communication chips or to Intel (INTC-Q) if you really want to be in the chip market.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2015-07-07 $47.060

The easiest spot to go for yield would be the banking sector. They are basically paying out 40%-45% of their earnings as dividends, and the yield is probably 50% higher than the 10 year bond yields right now. You’re getting a great rate of return just to sit there. 4.4% dividend yield.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
DON'T BUY OTC-T Open Text Market Call (BNN TV) 2015-07-07 $50.490

This is a Short for him. It is particularly poor on a price momentum basis. They have missed a few quarters and the stock really hasn’t recovered since then. When a stock has reasonably high valuation, it can be a long way down before there is a floor and buyers step in. He wouldn’t be buying this.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT PEP-N PepsiCo Market Call Tonight (BNN TV) 2015-07-07 $96.400

You have to like the product positioning and the growth they have shown over the last number of years. Valuation is high. It has come down a little bit and they are facing a bit of a headwind because of the stronger US$. If you are a long-term investor, these big US multinationals are better plays on global growth.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
COMMENT PG-N Proctor & Gamble Market Call (BNN TV) 2015-07-07 $81.720

Doesn’t score particularly well on a price momentum basis and has been trending down with a lot of other consumer staples. The challenge with consumer staples right now is that they are a defensive part of the market and tend to trade down as bonds go down. He holds a “small” position simply because it is a stable stock and is not going anywhere. If you are holding this for 10 years, the entry point is not as important. Dividend yield of 3.3%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-07-07 $1.410

A rollup story that he had owned at one point. Since April momentum has waned, so he sold his holdings. It scores in the middle of the pack on momentum and valuation. A high volatility stock which he prefers not to be in. Stocks like this can fall a long way before a valuation floor sets in. There are negative ROE’s at 56X EBITDA and no price earnings. This market is trending down and this is not one he would be considering.

Jason Mann NORTH AMERICAN CAUTIOUS No View
DON'T BUY SH-T Shopify Inc. Market Call (BNN TV) 2015-07-07 $39.010

This had a huge run up, surprisingly somewhere up to the $40’s. Like a lot of the IPOs in the last month or so, the excitement has started to fade. He would not own the stock as it has too short a history for evaluating and also the price momentum has fallen off. On stocks like this, where there has been a nice pop, the shareholder base is not necessarily long-term holders and you have to be careful. If you own, have a level where you are going to get out of the stock on the way down. This is not one that he would be buying.

Jason Mann NORTH AMERICAN CAUTIOUS No View
DON'T BUY SLW-T Silver Wheaton Market Call (BNN TV) 2015-07-07 $19.620

Not a good entry point for 2 reasons. They just received a letter this morning from the CRA, potentially challenging their tax structure. If the CRA wins, it could be as much as a 20% hit to their NAV. Mexico might not be far behind. Stock has been trending down along with the price of silver. All of the royalty stream companies tend to trade at very high valuations, and this one is at 20X EBITDA and 30X earnings. Missed a little on their last earnings. Very low ROE’s. It’s a long ways down before value buyers step in.

Jason Mann NORTH AMERICAN CAUTIOUS No View
TOP PICK TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-07-07 $12.260

Short. Coal is definitely one of the key drivers on the valuation. This has a near perfect combination of negative headwinds. 1) Poor commodity pricing on zinc and coal and 2) a stressed balance sheet. Low return on equity at about 2.1X. Have missed multiple earnings reports and have negative cash flow. He has also started to see some stress in the credit market. Dividend yield of 2.58%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2015-07-07 $12.260

This keeps falling and he keeps getting tempted to say there is going to be a trade because it has fallen so far. Doesn’t like where they are positioned right now. Coal looks awful. Copper, their other major asset, looks awful too. All their excess cash flow over the next couple of years is going into Fort Hills and he doesn’t think they can even sustain the dividend at current levels.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
BUY TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2015-07-07 $11.290

Likes US housing and this is the cleanest Canadian play. They own a diversified base of assets and also manage the assets on behalf of 3rd parties. All of the assets are basically US homes. One of the best diverse plays on US housing in general. You have 2 plays. There is the management of the properties and the income flows, and you have the valuation of the housing itself on the ones they own, which is at the low end of the valuation range and is starting to move higher.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
COMMENT TLT-N iShares 20+ yr Tr. Bond ETF Market Call (BNN TV) 2015-07-07 $119.260

Bond ETF with a 15 year horizon? A bond should be part of a balanced portfolio and should not be particularly sensitive to a rising interest rate environment. He uses bonds tactically as a defensive allocation. This ETF is a good example. Treasuries have a “flight to safety” quality, so they tend to move oppositely to stocks. You do not want to hold this in a rising rate environment. For someone who is buying it for 15 years, stay in a “short duration”, possibly using iShares 7-10 Yr treasury bonds (IEF-N).

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2015-07-07 $50.570

Has been out of this for awhile. Found valuations really excessive. This and Enbridge (ENB-T) were trading with 20+ earnings multiple. In the past they have always traded at 10 or 15. Growth is about the same where it has always been, single digit. If you are a long-term investor, he would be inclined to hang onto it because there is some growth going forward. Good dividend yield.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
COMMENT TS.B-T TorstarCorp (B) Market Call Tonight (BNN TV) 2015-07-07 $5.950

He is looking for things that have a defensive positioning like this one. It has cash value equal probably to 70% of the stock market value, so you are paying 2 to 3 times cash flow for the operations of the company. Even though they are not going to grow and newspapers are a dying business, he thinks there is value in the trade. A lot of their assets are probably worth a lot more than the market gives them credit for. Has about a 9% dividend yield.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
COMMENT VZ-N Verizon Communications Market Call Tonight (BNN TV) 2015-07-07 $47.250

Has been starting to look at Canadian telecom stocks again because they have been under some pressure. Then he compared them to the US telecom stocks, and found they were a lot cheaper than the Canadians’. Thinks people are a little reticent or worried about growth for this company. This, with its decent yield and very good valuation and owning the pipes that are going to generate the growth in the Internet traffic still, is pretty attractive right now.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Markets.  Over 12 of the last 13 years, something unusual has happened in the summer.  Last year it was Ebola and the Ukraine, and this year it is Greece and China.  Then the markets go down.  China is propping up the stock market by getting institutional investors to buy more.  They had a 30% drop in one month.  You are going to have more volatility in the markets during the summer.  Once you get past the volatility then you are set up for upside.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

S&P 500.  It broke below its 200 day moving average today, and then came back.  It should go sideways for a bit.  It should go up by end of year.  There could even be a summer rally.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Greece and the Bond Market.  This morning the reaction was a strengthening US dollar and then a strengthening in bonds.  It is a flight to safety.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Educational Segment.  Volatility vs. Markets.  When the volatility spikes, the market goes down.  This happens every year.  Reduce equities in May and watch for volatility.  Then the summer rally happens.  Last year it happened in the middle of October.  But a lot of times it happens in the summer.  As of today, your finger should be on the trigger to maybe buy over the next two to three weeks.  You have to watch for the trend of volatility to end.  Wait for the VIX to come down again, completing the spike.  Gold seasonality:  July 9th, gold usually starts to go higher until the end of October.  Support going back to last November is still in place.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Markets.  Greece is inevitable.  It is a huge crisis.  The logic end is that they leave the euro, even if not the best end.  They got in under false pretenses.  The little guy is suffering at the expense of everybody else because they don’t pay their taxes there.  It’s the little guy with savings in Greece who gets paid in Greece.  The euro was set up to benefit Germany, which it did.  The contagion from Greece is not as huge as people think.  The markets have not sold off as much as people would have thought.  He was hoping for more sell off so he could buy companies cheaper.  In the event of a market correction it would not be commodity stocks because it is way too early. He would look at multinational companies headquartered in Northern Europe, but doing business around the world.  He would not look as much in Canada.  The US dollar is down today meaning that the markets have priced in Greece leaving the euro.  

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Banks.  He is not all that positive on Canadian banks.  He is more positive on the US banks.  He has BNS-T only.  It is a relative call.  The Canadian economy will be much slower, if it grows at all.  Canadians are overextended and he does not see as much loan growth.  In the US the banks have much more interest rate exposure. 

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Gold.  Money flows into the US dollar not gold when there are issues.  He would be more interested in gold ETFs than gold stocks because of issues at mines.  There is lots of other stuff to own.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Pipelines.  He just sold TRP-T to reduce exposure to the beneficiaries of the search for yield.  He can’t advocate putting new money into them.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

Gold. Chart shows a group of lows from 2013, and it looks like it is wedging. The sentiment is negative on gold, which is a positive. He thinks the weak money has disappeared from gold and is now moving into stronger hands.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

Markets. Since March 2009 we’ve had 2 advances. The 1st advance for the first 2 years was what he calls a rebound bull, which is a drop followed by a rebound back. This was followed by a small bear. Around 2012-2013 we began a new advance. There is probably another year to go yet, and investors need to pay more attention. Don’t get involved with the broad indices. Avoid ETF’s that has every stock in the planet in it. Go for seculars and go for the dominant theme. Dominant theme investing will get you through bulls and bears, because dominant theme is a long-term trend. Some current dominant themes would be healthcare and Agro. Also, lumber has a ways to go. Transports are dominated by rails and airlines, and he thinks it is more consumer sensitive. On the other hand, the Russell 2000 is economy sensitive and is starting to outperform the transports. This is a good sign and is telling him that the US economy is going to march forward.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

US fracers. Why is this group down? The oil group in general peaked in mid-2014, and then plummeted down to a low in December/14. It rallied back and is now testing that low. Some are breaking that December low and some are not. The fracers are leading the sector. Today was a very special day for the entire energy sector.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC _N/A View
DON'T BUY AA-N Alcoa Market Call (BNN TV) 2015-07-06 $11.030

His outlook is not good near to medium term.  Your major buyer is China, but they actually produce aluminum themselves.  The outlook is not good.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2015-07-06 $126.000

The big growth spurt was from 2006 to 2009, followed by a growth spurt in 2009-2011 and another one from 2013-2015. That is 3 growth spurts and this stock is in the 3rd phase. A lot of money was made in the 1st spurt, but not as much in the 2nd and even less in the 3rd. He thinks growth in this company is going to slow down. Most of the easy money has been made. He wouldn’t get too excited about this.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
COMMENT ABT-T Absolute Software Corp. Market Call Tonight (BNN TV) 2015-07-06 $8.870

Chart shows a down period from late 2007 into 2009, followed by a long advance. It may now have digested all of the bad stuff and is now just trying to break out. Looks promising. Comparing this to the XIT-N, it is matching the performance, which is not a bad thing because the XIT is doing rather well.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
HOLD AC-T Air Canada (B) Berman's Call 2015-07-06 $13.340

It is in an upward trend on a longer term basis.  Seasonally, it goes higher October to December of each year based on winter vacations.  Technicals are okay.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
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