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

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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) 2014-10-01 $0.000

Markets.  Consumer confidence numbers today were weaker than expected.  There is profit taking as we get into Q3 earnings season.  The US is decoupling from the rest of the world.  It is a quarter of the global GDP.  China continues to decelerate.  Emerging markets are worried about a downshift in commodities.  You want stocks that have a range of growth possibilities ahead of them.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-01 $0.000

Australian Banks.  Buy now?  Very, very strong banking market like Canada.  They have high dividend payout ratios.  Real estate on a tear.  Good long term investment. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-01 $0.000

Markets.  We had an interesting day.  A number of technical indicators are indicating more downside.  We are just getting started on the selling.  The bottom of the 4-year cycle for US presidential cycle is mid-October.  He is 20% in equities, 7% in commodities and the rest is in cash or fixed income securities.  Mid to end of October things will change.  Earnings this month will not be that good.  Estimates do not take into account the higher US dollar so you should get lots of negative guidance.  The S&P and Dow are only down 4% from their all time highs.  Others are down 10% or more.  We are going to have some fun on the upside.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN _N/A View
TOP PICK AMGN-Q Amgen Inc. Market Call (BNN TV) 2014-10-01 $0.000

25% of drug consumption and will increase to 50% in the next few years.  Return 60% of profit distributed to shareholders. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Yes View
DON'T BUY BHP-N BHP Billiton Ltd. Market Call (BNN TV) 2014-10-01 $0.000

Bought in the financial crisis and then sold it this year.  When commodities trend up or down they can really, really do so. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC No View
WEAK BUY CHL-N China Mobile Hong Kong Market Call (BNN TV) 2014-10-01 $0.000

They have the most mobile subscribers in the world.  Users are going up but operating profit has been stuck for 5 years.  Dividend 3.5%.  12 times earnings is expensive globally. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
TOP PICK CINE-LN Cineworld Group PLC Market Call (BNN TV) 2014-10-01 $0.000

Not as attractive as CGX-T in Canada.  Likes it because it has a compelling valuation.  North of 4 pounds in a couple of years.    Strong build out in renovating theaters. 

4 Pounds couple of years. Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Yes View
BUY COST-Q Costco Wholesale Market Call (BNN TV) 2014-10-01 $0.000

One of the few things in retail that does not have to compete against Wal-Mart.  It is at 24 times earnings but the visibility of forward earnings is orders of magnitude higher. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
PAST TOP PICK EDP-N Edp Electricidade De Port Market Call (BNN TV) 2014-10-01 $0.000

(Top Pick Nov 12/13, Up 33.81%) 60% of business is in Iberia.  Then in wind farms globally.  Very high quality assets.  5.8% dividend.  He thinks it will be flat next year until the year after.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
WATCH ERIC-Q Ericsson LM Telephone Market Call (BNN TV) 2014-10-01 $0.000

Large Swedish manufacturer of capital goods for telcom industry.  Strong balance sheet.  Touch business, low margin.  There are many players that are well capitalized.  Emerging markets are pressuring telcos to use their own capital products producers.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY FB-Q Facebook Market Call (BNN TV) 2014-10-01 $0.000

No dividend.  They did this recent acquisition paid for out of stock.  That is a powerful signal that shares are grossly overvalued. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
WAIT GE-N General Electric Market Call Tonight (BNN TV) 2014-10-01 $0.000

It tends to bottom around the middle of October and then moves higher to the end of December for a two month rest before more strength.  Technicals are not that good.  A flat trend and below its 20 day moving average.  Wait until the middle of October.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
BUY JNJ-N Johnson & Johnson Market Call (BNN TV) 2014-10-01 $0.000

Likes health care generally.  He is overweight that sector.  Buys it for new clients.  Pipelines are good with new launches and he would feel good buy it.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Yes View
PAST TOP PICK KEP-SP Keppel Corp Ltd. Market Call (BNN TV) 2014-10-01 $0.000

(Top Pick Nov 12/13, Down 1.17%) 60% from offshore manufacturing. High quality sponsorship.  Flat over the last year.  Continues to like it.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Yes View
HOLD LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2014-10-01 $0.000

Focuses in high street banking.  It is repairing its balance sheet.  It has been bouncing around the same level about a year.  It is a solid bank.  British government is divesting this holding.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY MCK-N McKesson Corp Market Call (BNN TV) 2014-10-01 $0.000

Likes it a lot but doesn’t own it because he has a lot of healthcare.  Really benefited from a pickup in volumes.  Well poised to benefit from the US healthcare act.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY NESN-SIX Nestles Market Call (BNN TV) 2014-10-01 $0.000

Stock has had a couple of things working against it.  The Frank has really clipped its profit.  Outlook going forward is not really that great.  Could be flat for another year.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY PAC-N Grupo Aeroportuario Pacifico Market Call (BNN TV) 2014-10-01 $0.000

ADR. Has concession with 32 year left in the lease.  He likes the stock even though there were weather problems at their airports.  Passenger growth 5% this year.  Attractive dividend.  Would not expect the run we had this year, next year.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Yes View
DON'T BUY PEP-N PepsiCo Market Call (BNN TV) 2014-10-01 $0.000

Pretty good year.  People who like it think they should spin off their Frito Lay business.  The volume growth for soft drinks has been anemic for year. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC No View
BUY on WEAKNESS PUK-N Prudential PLC Market Call (BNN TV) 2014-10-01 $0.000

Habitually rates higher than your average life co.  He likes the space because it is one of the spaces out there that benefits from the normalization of long term bonds.  Expects lifecos to be amongst the best performing.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC No View
DON'T BUY SAN-N Banco Santander SA Market Call (BNN TV) 2014-10-01 $0.000

A pretty complex bank with a host of publically listed securities.  As an international investor, don’t settle for this.  The good news is in the share price.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC No View
DON'T BUY SBUX-Q Starbucks Market Call Tonight (BNN TV) 2014-10-01 $0.000

It has been going sideways for the last little while.  A trading range for the last year.  Wait until technicals become better.  Trend is flat and is below its 20 day moving average.  Seasonally it does well from July to about now and then you should go into more economically sensitive securities.  We have not seen any performance on this stock over the past year.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
PAST TOP PICK SIRO-Q Sirona Dental Systems Market Call (BNN TV) 2014-10-01 $0.000

(Top Pick Nov 12/13, Up 9.48%) Industry leaders.  Customized dentures. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY TESCO-LSE Tesco PLC Market Call (BNN TV) 2014-10-01 $0.000

UK based grocer.  They had a change of CEO and are reviewing some revenues recently.  It looks like the competitors in the UK will get worse.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
WATCH V-N Visa Inc. Market Call (BNN TV) 2014-10-01 $0.000

NFC payment though phones looks somewhat promising.  V & MA are both well placed.  He is watching it and looking for weakness.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC No View
SELL VALE-N Vale S.A. Market Call (BNN TV) 2014-10-01 $0.000

One of the key challenges is that they are diversified and that it is iron ore that pays the bills.  There is a risk that it could go a lot, lot lower. 

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Unknown View
TOP PICK WSP-T WSP Global Inc. Market Call (BNN TV) 2014-10-01 $0.000

Holds it.  Just did a big deal.  The market wants to digest it.  He is a big fan of the deal.  Will be amongst the top ten service firms globally.  4%+ dividend is sustainable but will be flat.

Charles Lannon GLOBAL SELECTIVELY OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-30 $0.020

Markets.  The strong US dollar is an indicator of a stronger US economy.  It has recently widened the gap between it and world economies.  The US dollar is telling us that interest rates are going to rise.  For multinationals it is a headwind in terms of repatriating profits.  We have to look at balance sheets closely in terms of leverage and debt servicing.  There are some negatives of a higher US dollar, but it means a better US economy.  It gives companies pricing power.  You can’t look at any one indicator in isolation.  Most people think rising rates are negative for companies, but it also means that the economy is good and in that case small negatives are overwhelmed by positive economic growth. 

Gordon Reid US EQUITIES BULLISH on US ECONOMY _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-30 $0.020

Gold.  Short term is the right way to look at it.  There may be some support at the old lows of a year ago.  He would not like to see that level broken as it could mean more trouble.  It is trying to base.  There is a descending triangle.  He would not touch gold, but if you wanted to you could trade it off the bottom.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-30 $0.020

Markets.  Things have played out exactly the way he thought they would.  He is half invested and nibbling away.  S&P is in a bullish trend.  The TSX broke out from its old highs, but now we are seeing resistance in the resource stocks.  He thinks you are better to look on the US side, but avoid NASDAQ and US small cap stocks.  The IWM-N ETF showed slightly lower highs through the summer, while the S&P continued up.  This divergence suggested a correction coming.  We are in a massive bull market with another 5 to 10 years left, even if there is as much as a 20% correction in it.  These are buying opportunities.  S&P has support around 1960 and we are approaching it.  It is quite healthy here. 

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-30 $0.020

Venture Exchange.  (JX-T) It has been treading water for some time.  It is a tight base and going nowhere fast.  Don’t assume a breakout or break down is going to happen. 

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
BUY AAPL-Q Apple Market Call (BNN TV) 2014-09-30 $100.750

A very good hold.  Don’t sell it to buy something else.  It continues to be very attractive.  They have overcome some of their issues like innovation.  They are convincing the street there is innovation in their future.  The watch will get some traction as a category in sensory items.  The bill payment system will be a very big area of Apple’s future.  The phone is a refresh item, but a big source of cash flow with sales of a 100 million units.  A very bright future.  The other side is their capital allocation policy.  It is going to share buy backs.  He, however, likes it.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
WATCH ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-09-30 $54.450

It needed a pullback over September because of the parabolic move.  It had gone too far for too long.  If it hits the trend line and breaks it, then you want to worry.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-09-30 $11.680

It is consolidating.  He is seeing technical support at $11 going back to early 2013.  If it breaks $11 and stays below 3 days then the net target is down to the previous low.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
PAST TOP PICK AIG-N American International Group Market Call (BNN TV) 2014-09-30 $54.020

(Top Pick Oct 4/13, Up 11.05%) They went back to their roots after 2008.  CEO is retiring.  Trading at 75% of book value.  11 times earnings and good cash flow.  A good solid core position.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
PAST TOP PICK AXE-N Anixter International Market Call (BNN TV) 2014-09-30 $84.840

(Top Pick Oct 4/13, Up 2.40%) It is core industrial America.  Just made an acquisition that will be accretive right off the bat.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
WAIT BAC-N Bank of America Market Call (BNN TV) 2014-09-30 $17.050

Thinks we are closer to the fed getting back into a rising rate environment and this will be very constructive for the banks.  This is an indicator that the economy is strong and so loan growth should improve at some point and banks will get out of the penalty box with the government.  He has not made a move yet, but has talked about it for while. 

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
WATCH BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-09-30 $42.350

It was bearish for some time (2012-2014) then broke out, but now it is breaking down again.  However, there are two previous lows that are lower than we are now and you want to see that.  So long as it holds, that would be healthy.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WAIT C-N CitiGroup Market Call (Special) (BNN TV) 2014-09-30 $51.820

Timing is always an issue.  His choice has been to keep his powder dry in general for now.  He would not argue with buying this one and there will soon be a time for these banks over the next three years.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
PAST TOP PICK CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-09-30 $13.580

(Top Pick Oct 2/13, Up 22.92%) He ended up selling after it put in a lower low, $13.50 about a month ago.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC No View
BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-09-30 $79.510

The trend is up.  Sure it could pull back and correct.  Higher highs and higher lows.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WEAK BUY COST-Q Costco Wholesale Market Call (Special) (BNN TV) 2014-09-30 $125.320

Whenever we have an experience with something we tend to use that to judge the future.  You may not want to pay double what you paid for Costco last time, but if their earnings have doubled then it may be warranted.  Costco will respond well to earnings.  It is selling to $90k income customers average and their memberships are a recurring revenue.  It is trading at about 180% of the S&P multiple so if things go bad, high multiple stocks have a lot of air under them.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
DON'T BUY CSCO-Q Cisco Market Call (BNN TV) 2014-09-30 $25.170

It is old technology.  They did most of their business in routers and switches.  They now compete against entrenched companies, rather than start ups.  They have lower growth metrics and so he would pass on it.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
TOP PICK CYH-N Community Health Systems Market Call (Special) (BNN TV) 2014-09-30 $54.790

Owned for a long time.  But there is no beginning and end.  You buy things when they are good value and sell when things change.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
HOLD DHX-T DHX Media Market Call Tonight (BNN TV) 2014-09-30 $8.740

It is doing well and is a little over the top.  It could pull back.  Use RSI and stochastics.  If they start to round over then it could indicate a correction to a short term trader.  If you are long term, it is fine.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
TOP PICK ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-09-30 $23.780

Loves this chart.  Cup with handle.  Broke out, tested and then he bought.  There is quite a bit of upside on this one.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Yes View
HOLD ESV-N Ensco PLC Market Call (BNN TV) 2014-09-30 $41.310

Collect your dividend and they will come back.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
SELL FCX-N Freeport McMoran Copper & Gold Market Call (Special) (BNN TV) 2014-09-30 $32.650

Looked at it fairly closely and the one worry was their debt.  They would be sensitive to interest rate raises as well as any drop in the commodity prices.  Prefers Rio Tinto.  It could be a good switch.

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
HOLD GE-N General Electric Market Call (BNN TV) 2014-09-30 $25.620

He has been disappointed that it has not gained more traction, but he feels they will with their restructuring.  They are going back to their industrial roots.  He would be patient here.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-09-30 $106.450

He is not unhappy not having benefited from the gain.  It would have been in a tremendous amount of risk.  This stock is growing on one specific drug and that is a risk.  Two other competitors are about to introduce the drugs at a much lower price.

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
TOP PICK GOOGL-Q Google Market Call (Special) (BNN TV) 2014-09-30 $588.410

They split into two classes and these are the voting shares and he would buy them.  Mobility is a key aspect of this company.  People were hung up on the cost per click for advertising, but mobility upped their clicks so revenue growth is very robust.  Their multiple is falling because earnings are growing faster.  Things are setting up for a long term ownership position.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
TOP PICK GS-N Goldman Sachs Market Call (Special) (BNN TV) 2014-09-30 $183.570

A company that has been hurt like others in the banking space by low rates and bond prices. But there has been much more volatility in the last few months and that benefits them.  They are an investment banker and confidence will lead to deals and they are the preeminent deal maker in investment banking. 

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
BUY JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-09-30 $60.240

Relative strength on this stock is good.  It is going have some resistance at the old highs and it is just coming up on that now at $60.  Its trend is intact.  He would not hesitate to buy if you are long term.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH LGO-X Largo Resources Ltd. Market Call Tonight (BNN TV) 2014-09-30 $0.260

A pretty strong pullback and probably because it is a pretty small cap stock.  Seems to be on the trend line, but you want to see it bounce off the low end of this trend line. 

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH LTS-T Lightstream Resources Market Call Tonight (BNN TV) 2014-09-30 $5.250

The one thing it might have going for it is around $5.25, it tested, and found support and bounced off it.  You need to see that it holds this test of today.  The bigger trend is down so this would be a trade and not an investment.  9% yield is too good to be true.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY MA-N Mastercard Inc. Market Call (BNN TV) 2014-09-30 $73.920

When there was turmoil in the credit card environment he switched to V-N.  They have greater exposure to the debit card business.  MA-N is 3 or 4 multiple points more expensive than V-N.  It is more international and that is tougher in terms of economic activity. 

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
WAIT MRE-T Martinrea Market Call Tonight (BNN TV) 2014-09-30 $13.030

It was quite a ride over 2014.  After a ride like that it is due for a healthy correction.  You do want to see it find support at some level.  Wait and see if it finds that around $12.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
HOLD NWC-T North West Company Market Call Tonight (BNN TV) 2014-09-30 $22.380

This is a chart that is most definitely breaking down.  It broke the trend earlier this year and it did so definitively.  Give it a couple of days and if it stays below $22.50, then it will continue down.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH PD-T Precision Drilling Market Call Tonight (BNN TV) 2014-09-30 $12.090

Longer term the trend is up and it could be coming down to that.  There was a head and shoulders put in over the summer and it broke it.  If the previous low is not taken out it could be okay.  Make sure the longer term trend line holds also.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
PAST TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2014-09-30 $47.180

(Top Pick Oct 2/13, Up 11.94%) He thought pipelines were getting a little ahead of themselves.  This one is still on the trend line.  The longer term picture on this one is good. 

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Yes View
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