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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) 2015-08-27 $0.020

Markets. He has never seen the market so oversold as it was on the weekend. Has trouble with the 10% correction. The rally back to uneven has to be longer than 24 hours. Doesn’t think it was a correction, but doesn’t know what it was. If you look at the cause of it on Monday, a couple of hedge funds in the US along with the US$, were quite offside and they were going to shut down the position to hedge that position, and shorted the S&P 500. We have to look at our conventional way of valuing stocks. It is different this time. Stock markets are not driven by analysis; they are driven basically by investor behaviour. We have all kinds of issues in the marketplace now. We have to re-evaluate things and realize that markets are driven by weather, terrorism, geopolitical events, etc. 84% of trades are done by computer trading and only 16% are done by individuals. We have to be looking at stock charts because it tells you what the actions of investors were, throughout that time period of looking at the chart. Investor psychology and investor behaviour is what now drives the marketplace.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Energy. Company’s earnings have been fantastic. They mostly have hedges in place until the end of the year, so they are doing lots of production, which forces the price of oil up. He thinks oil is going up a little bit higher when all these hedges come off at the end of 2015.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Which ETF for a best one-year return, oil or gold? A lot of companies are selling oil at a lot higher prices, $75-$95, so they are continually pumping out production. But in 2016, those hedges are going to come off and he thinks production is going to cease in 2016, and a barrel of oil will go higher which will create a demand situation. Remember that the oil situation is not about demand, it is about supply. He is not a “gold” guy. There is no demand from India or Central Banks for gold. He would not be buying anything gold for the next 12 months.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Impact of interest rates on US healthcare or multifamily residential REITs? REITs are basically leveraged companies. They borrow money to buy assets. Rates are still extremely low. If they are 50 basis points and they go up to 60 basis points, it is not going to really make much difference. He has no problem with interest rates going higher. Residential US REITs is a good buy.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

How do you screen and start into ETF’s? You have to think of whether you want a broad sector, a healthcare sector, a bank sector, etc. Try to pick a sector, and then you can find a listing for all the ETF’s for that sector. Then you need to look at what the MER’s are. Some can be quite large. Also, look to see what the weighting is; is it market cap weight or equal weight.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Maximum holding of any one ETF in a portfolio? A 5% position would not be overly diversified. If you are looking at a broad ETF, he would hold no more than 7%. If you are looking at a sector ETF, you are basically looking at one security, so he would limit it to 5%, or 7% if you are feeling really confident about the sector.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-08-27 $0.020

Markets. It has been an interesting ride. Really hard to assess whether we have seen the market bottom. The last couple of days have really made us feel a little bit more confident. This has been a “made in China” correction. Who knows what kind of policy will come out that will either impress or “not impress” investors. There could be a retest of lows that investors should be aware of. Thinks the present bout of volatility is going to last days or weeks, rather than quarters or years. Doesn’t think we are going into a prolonged correction, certainly not a bear market. He has been taking the opportunity of buying some large cap names that he has been watching for some time. Really impressed with how cheap they became. Had about 15%-20% cash and as of today is down to about 10%-15%, still a high cash component, to take advantage of any possibilities that still may come.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN _N/A View
TOP PICK AMT-N American Tower Market Call (BNN TV) 2015-08-27 $93.870

We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
DON'T BUY BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-08-27 $70.840

Charts look a bit negative. Price is below all the moving averages, the 50, 100 and the 200 day, and are trending lower. The reason is most likely because it is in China. Trading at 27X forward earnings with a 23% long-term growth rate, but that growth rate could be volatile given what is happening there.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2015-08-27 $16.440

Bank of America (BAC-N) or Morgan Stanley (MS-N)? Thinks there is a lot more value in US banks than in Canadian banks. Doesn’t really have a preference between these 2. The US Bank ETF is a pretty good buy in here. What would really help you is to look at a stock chart and look at the 40 week or 200 day moving average and look where the stock is compared to that average, because it should supply some support.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2015-08-27 $16.440

Just under the 200 day moving average. He likes it. A lot of its mortgage legacy and litigation issues are behind it, so that bodes well. The economy is getting better. Pretty cheap at .75 Price to BV.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
HOLD BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-08-27 $42.210

He continues to like this company. One of the best management teams out there. Pays a decent dividend of 1.5%, which is probably going to grow by 5%-6% on a yearly basis. There is growth through its real estate and its different operations.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-08-27 $1.220

This is so hard to value. We know that the business jets have been weak, which leads to lower margins. Somebody needs to take this company out behind the barn and shoot it. He can’t see any sense in buying this.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-08-27 $6.180

A very innovative company. They have the Eagleford shale play in Texas. He doesn’t know why they would have completely cut the dividend, other than they feel that they have a better place to put that money than to pay it back to shareholders. A great company.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2015-08-27 $17.800

Spot uranium has been moving higher. If you pick up some of this here, you will get a slow rate of return. It looks like Japan is going to get back on line now with their reactors. China has talked about doing that as well. You are not going to get any kind of explosive growth, but if you are wanting to buy some uranium, this is the one to buy. He thinks you will see it start to slowly move higher.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-08-27 $14.740

(A Top Pick July 23/14. Down 63.93%.) Sold out of this. Doesn’t have a lot of conviction that oil prices are going to rebound. Still likes the company and will probably own it at some point, but for the time being he has rotated out of this into different names.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
BUY DIS-N Walt Disney Market Call (BNN TV) 2015-08-27 $102.170

Likes this very much here. There was a downgrade on the stock because of some evidence of “cord cutting” on ESPN. That is why the stock dropped off one day last week. The company has a lot of things on their plate and they all seem to tie in together.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-08-27 $102.170

The selloff on this began with their cable subscribers being reported to have fallen a bit. However, when you look at their other 3 parts of their business, studios, theme parks and consumer products, those are doing extremely well. They are very integrated company that can produce a film, put it out to TV, sell you a whole bunch of toys, and also put it in their theme parks. These parts override what is happening on the cable side. Cable is only 30% and ESPN is only a fraction of that. Dividend yield of 1.29%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
BUY EA-Q Electronics Arts Inc Market Call Tonight (BNN TV) 2015-08-27 $67.160

Just bought this week. It came down to the 100 day moving average. They are blowing away earnings estimates every single quarter. You are paying a little bit of a premium, but this is certainly a premium name.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2015-08-27 $89.730

1.5 billion users, which is part of the thesis of why he owns the stock. It is the best stock to own in the social media space. It gives you the opportunity to accumulate ownership in the world’s largest social media company. They are forecasted to grow their long-term earnings by 25% a year.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK FEX-N 1stTr Large Cap Core E.T.F. Market Call (BNN TV) 2015-08-27 $43.680

(A Top Pick March 5/14. Up 4.16%.) This started out as an ETF company in the US, and now has some ETF’s in Canada. They are going to look at stocks in the S&P 500 based on value and growth. Each company is going to get a score, and the top value companies in the top growth companies are in this ETF.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK IBB-Q iShares Nasdaq BioTech ETF Market Call (BNN TV) 2015-08-27 $350.910

Everybody should have some biotech in their portfolio. These are companies that develop drugs that help our friends and relatives, and are a very important part of the economy. Extremely volatile. There is probably no other sector out there that will give you such huge potential over such a short period of time. Of the companies with over $500 million market cap, 81% of them are 10% below their 52 week high, and this is a great time to buy it.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY IHF-N iShares US Healthcare Providers Market Call Tonight (BNN TV) 2015-08-27 $134.050

A healthcare ETF? When it comes to healthcare ETF’s, a lot of them have a very large weighting in pharmaceuticals. A lot of the larger names have not done very well. This would be a good choice.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT ITB-N iShares DJ Home Construction ETF Market Call Tonight (BNN TV) 2015-08-27 $27.650

Likes the housing sector. It is improving in the US. One thing that holds him back from holding ETF’s in this space is the slowdown in oil, which is affecting places like Texas. That is a large part of some of these builders. He prefers something like Home Depot (HD-N).

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
DON'T BUY KO-N Coca-Cola Company Market Call Tonight (BNN TV) 2015-08-27 $39.270

Trading at a pretty high valuation. 19.5X forward earnings, but more important its 6.5% growth rate is pretty weak. 55% of revenues are coming from outside of North America.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
PAST TOP PICK KORS-N Michael Kors Holdings Market Call Tonight (BNN TV) 2015-08-27 $43.280

(A Top Pick July 23/14. Down 47.03%.) Sold it in March at $68. Made a little bit of money. Same-store sales really started dropping off and there were concerns about discounting. They are looking to expand into the overseas markets quite a bit, but is this the right time to do those things?

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
PAST TOP PICK L-T Loblaw Companies Ltd Market Call (BNN TV) 2015-08-27 $71.350

(A Top Pick March 5/14. Up 60.55%.) He likes the story for all Canadian grocery stores. This used to be a grocery store, but is now basically a holding company. Only 36% of sales is attributed to groceries. 37% of all sales now are from people who have their loyalty card.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY LNR-T Linamar Corp Market Call (BNN TV) 2015-08-27 $69.400

Good entry point for a 3-5 year horizon? One thing it has going for it is their Sky Jack division, which is performing extremely well. Also, involved with drive trains, transmissions and engines, and all 3 of these components are very important when it comes to emissions and fuel. He likes it at this price.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY LVS-N Las Vegas Sands Corp. Market Call Tonight (BNN TV) 2015-08-27 $47.260

This has 85% Asian revenues. You really have to be comfortable that Asia is about to turn around, which he is not so certain about. Trading below the 250 and 100 day moving averages.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
HOLD MCK-N McKesson Corp Market Call Tonight (BNN TV) 2015-08-27 $198.870

The largest pharmaceutical distributor in the US and Canada, as well as the largest healthcare IT provider. They are basically in 50% of all US hospitals. Trading at 15X forward PE with an 11% long-term growth rate, so it is a pretty good valuation. They will do well with what is happening with Obama care. If you own, he would put a stop loss on it.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-08-27 $65.600

On his list of names that he wanted to buy this week. Right at the 200 day moving average. The auto cycle is still moving along. The average car in the US is 12 years old, so it is certainly time for a refresh. That will bode well for companies like this.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT MS-N Morgan Stanley Market Call (BNN TV) 2015-08-27 $34.300

Bank of America (BAC-N) or Morgan Stanley (MS-N)? He thinks there is a lot more value in US banks than in Canadian banks. Doesn’t really have a preference between these 2. The US Bank ETF is a pretty good buy in here. What would really help you is to look at a stock chart and look at the 40 week or 200 day moving average and look where the stock is compared to that average, because it should supply some support.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-08-27 $15.670

Got stopped out of the stock a couple of months ago. Trading quite cheap at 6X forward earnings. The problem is that it has a lot of exposure to China, which is probably hitting the stock a bit. For the time being he would stay away. From a technical perspective, it doesn’t look too great with the 15, 100 and 200 day moving averages falling quite rapidly.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
TOP PICK NKE-N Nike Inc Market Call (BNN TV) 2015-08-27 $112.620

The best performing Dow component this year. They had a very good year last year, which was basically because of the World Cup. It was doubtful that they would outperform on the earnings side this year, but they have. Had some issues in China and he thinks China is going to be the growth area for them. Dividend yield of 1.01%.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY SBUX-Q Starbucks Market Call Tonight (BNN TV) 2015-08-27 $55.950

Has dropped down to the 100 day moving average, so that could provide an opportunity. It didn’t drop much during this market decline. There is not a comparable competitor at this point. They are doing all the right things by serving alcohol, getting more into the breakfast foods and getting into tea and different juices.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK SKYY-Q First Trust ISE Cloud Comput. Market Call (BNN TV) 2015-08-27 $29.060

(A Top Pick March 5/14. Up 0.90%.) This is all about the Cloud. It gives you access to computer services on demand. It has better storage and is a lot cheaper. Has probably been hurt over the last week or so. A little disappointed in its rate of return.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2015-08-27 $42.110

Added to his holdings this week on its weakness. Gives you a dividend at 3.6%, which should increase nicely over the next several years by 10%-15% on an annualized basis. Have a good mix of insurance on the asset management side, so they are going to take part when the interest rate moves upward. There are also going to take part in the equity markets doing well.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-08-27 $9.070

This company has had some very difficult times. If you own, he would hang onto the stock right here.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2015-08-27 $117.770

The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
DON'T BUY VEE-T Vanguard MSCI Emerg. Mkt. ETF Market Call Tonight (BNN TV) 2015-08-27 $27.920

China and Taiwan represents 36% of the holdings in this ETF. If you think the China is going to start moving back up and all the noise is behind it, then it is probably a good ETF to buy. He would stay away from this space. There is some risk when it comes to emerging markets including the rising US$, external debt and fed tightening. In the very near term, you might see a reflex bounce from oversold levels, but in terms of a sustainable, medium or long-term hold, it is probably not a space he would put money in at this time.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2015-08-27 $24.200

When looking at airlines you have to look at the economy and what is happening to it. There is a lot of uncertainty surrounding the Canadian economy. He would prefer some of the US airlines such as Southwest Airlines (LUV-N).

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
PAST TOP PICK XLF-N SPDR Financial E.T.F. Market Call Tonight (BNN TV) 2015-08-27 $23.740

(A Top Pick July 23/14. Up 5.16%.) Really likes the financial sector. Interest rates moving up is a positive for banks. The economy, labour market and housing getting better are all positives. Still a Buy.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
DON'T BUY XRE-T iShares S&P/TSX Capped REIT Market Call Tonight (BNN TV) 2015-08-27 $15.210

Something you want to be careful of when looking at REITs is that interest rates will eventually move up. This is why you are seeing some weakness in the REIT market in Canada. On top of that when you pile on what is happening with oil prices and what is happening in Western Canada, and how it may flow into eastern Canada, it is probably not a good time to be entering into REITs.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
BUY ZBK-T BMO Equal Weight US Banks ETF Market Call Tonight (BNN TV) 2015-08-27 $18.830

This dropped down to the 200 day moving average and has bounced up a little. He likes financials, and is one of the sectors he is focusing on in the US. As interest rates start to move higher, a lot of the legacy issues in terms of litigation, etc. are now behind some of the big money centered banks. He likes the space and will probably start accumulating shares in the banking sector.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
HOLD ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call (BNN TV) 2015-08-27 $26.520

Everybody should have a low volatility ETF in their portfolio. You are not going to get the big gain that the market is going to get, but you are going to temper that back. If you are looking for a market correction, this is something you would put in your portfolio.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY ZUH-T BMO EqWt US HthCare Hedged CAD Market Call (BNN TV) 2015-08-27 $42.920

Loves healthcare ETF’s. Keep in mind that in this ETF there is the Pfizer’s and the Merc’s. It is important that everybody should have some healthcare in their portfolio. Equal weight will usually outperform market weight.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY ZUH-T BMO EqWt US HthCare Hedged CAD Market Call Tonight (BNN TV) 2015-08-27 $42.920

A healthcare ETF? When it comes to healthcare ETF’s, a lot of them have a very large weighting in pharmaceuticals. A lot of the larger names have not done very well. The space you want to be in would be more of the biotech and healthcare benefit providers.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT ZWA-T BMO Dow Jones Indus. Avg. Hedge ETF Market Call (BNN TV) 2015-08-27 $18.170

We have to remember what a Covered Call is. Money comes into this ETF and there is an obligation to Sell stock at a particular price. Covered Calls can limit your upside. Covered calls look great in a trendless market. You don’t want markets way up and you don’t want markets way down. It definitely adds income to your portfolio. When looking at this, you have to look at the marketplace and get some idea where you think the markets are going.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Market Call (BNN TV) 2015-08-27 $15.690

He likes this and has no problem with the Covered Call Bank ETF. The yield is a lot more than if you bought an individual bank.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-26 $0.020

Markets. Resources have been beaten up for couple of years now, and with the slowdown in China that sector has really suffered to the detriment of some of the other sectors on the TSX, which have become terribly expensive. Some examples are Consumer Staples, Consumer Discretionary, Healthcare. They have come down to reality and we are seeing them as reverting to the mean. It creates opportunity on the small and mid-cap side, but the large-caps are terribly overvalued. Thinks Canada has been really oversold here. There are a lot of bargains out there.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-08-26 $0.020

Markets. Feels we are in a little bit of No Man’s land and that we are in the later innings of the correction. Corrections are always defined by extent, time, duration, percentage, etc. and he looks at it a little differently. He wants a Correction to have the effect that it is intended to have, i.e. to basically weed out the weak holders in the market, to remind everybody that equities is a risk phased asset and that the risk/reward is intact. Thinks this one is having that affect. What we normally see in Bull Market corrections are the short, sharp corrections versus the Bear Market effect of just wearing you out. This is showing all the markings of a Bull Market correction, with the extreme volatility, reversals, volume fluctuations, etc. We may have a little bit more to go, but he would remind everyone that equities are long term assets, so keep your eye on the horizon and don’t sell into this through any form of panic. This isn’t the end of anything, this is normal. We can move to new highs, but investors have to be selective. Rather than looking at percentages of the depletion of their various stocks, they should be looking at fundamentals. Do they have real growth of revenues, cash flow and earnings? That is going to be the thing that will allow these stock prices to move higher. Just the fact that they have corrected 10% or 20%, doesn’t give them the right to move to a new high.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-08-26 $0.020

Industrials? The core issue of the industrials is their international exposure, and the fact that the FX translation has taken anywhere from 5% to 10% off the table for them. He has sold some of his holdings. Had seen that there was a headwind there that wasn’t likely to abate.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
DON'T BUY AA-N Alcoa Market Call Tonight (BNN TV) 2015-08-26 $8.260

The problem is that their destiny really isn’t in their control. There has been an imbalance between supply and demand with far too much supply. Have been shuttering production for years to try and create more of a balance, but the wildcard is China which produces a ton of aluminum.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2015-08-26 $109.690

Valuation is barely over 10X earnings. $202 billion of cash on a $635 billion market cap. 89% of that cash is offshore and hard to access, but this is a company that is just a cash machine and doing extremely well. The street forever wants to find a fault, and this month it is China. Their growth in China is dramatic, $13 billion last quarter, up 100% year-over-year, but people are worried. He thinks that in 5 years the iWatch will have proven to be so much more revolutionary than the iPhone, iPad or the iPod. It is not a watch, it is a sensory device. It is going to change our lives. Dividend yield of 1.9%.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK AEGN-Q Aegion Corp Market Call Tonight (BNN TV) 2015-08-26 $17.960

(A Top Pick Aug 20/14. Down 26.15%.) This was the effect of the whole energy complex and where capital budgets were being allocated. It does pipe restoration on pipelines, not just energy, but also water, etc. Thinks this has long-term positive prospects, but it is just the wrong time for it. Sold his holdings in June.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK BA-N Boeing Market Call Tonight (BNN TV) 2015-08-26 $129.340

The visibility on this is fantastic. They have come through their development stage with the 787, a revolutionary airplane. They have developed the 737MAX and the 770X. These are all airplanes that are designed to be more fuel efficient. Fuel efficiency is golden to airlines. They have over a $5 billion backlog, which is about 7 years of sales. This is a cash flow machine. All they are doing right now is spitting out airplanes and delivering them. Not trading at a high multiple. Dividend yield of 2.81%.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
DON'T BUY BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-08-26 $68.660

To him, this suffers from one fatal flaw, in that it is located in China, and the visibility he has there is extremely limited, so he would pass. He would prefer Amazon (AMZN-Q).

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2015-08-26 $16.060

This offers very good opportunity. All the banks will move in sync with each other, because they all suffer from the same malaise, there hasn’t been a catalyst for growth and a lot of hammering on them by the government. These banks are inexpensive and offer good value.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2015-08-26 $19.290

This is a great company. The biggest fleet of hydro-vac trucks in North America, mostly in Canada initially. Have been growing tremendously in the US over the last few years. Got whacked because they had exposure to the oil/gas industry in Western Canada. Very high margin free cash flow business. They are really targeting the utility and municipal segment, and their reliance on the oil/gas segment has come way down. Dividend yield of 1.89%.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-08-26 $1.170

This is a tough business and if you own, get rid of it. He can’t see it either being taken out or being acquired. Hopefully there won’t be any government bailouts this time.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC No View
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