stockchase picture

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

Table View - Opinions in Detail

Print Export
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) 2014-07-22 $0.000

Markets. Volatility has been benign for so long, that expectation would be that at some point we have to have volatility move up. With the geopolitical events last week, there was a one-day spike. When you have a very low volatility period for a long time, chances are at some point it is going to go up, and markets are going to get choppier. He is still positive on equity markets, and feels pretty good about the US economy recovering. Valuations are a little more stretched than they were a year or 2 ago. You have to be a little more selective on your stock picking, and hold a bit of extra cash. In his funds, he does a bit more hedging, and looking at short positions, and ways of hedging out some of the risks in his portfolios. Key themes are the US economy, which he thinks is going to surprise to the upside, and increased M&A activity.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-22 $0.000

Stop Loss. These are very difficult to use. You really have to be on top of them and adjust them along the way. You can’t just use them by keeping them static. If there is an unusual event in the market, stocks can move down quickly and back, up and you can get stopped out of your position at an unfavourable price. He generally doesn’t use them, and just tracks things carefully.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE _N/A View
DON'T BUY ABX-T Barrick Gold Market Call (BNN TV) 2014-07-22 $0.000

He doesn’t have exposure to the precious metal space. The issue with the whole sector is that if you wanted to participate in the upside in gold prices, historically you would’ve been much better just to buy the gold itself. These companies had huge cost overruns and poor success with acquisitions. CapX has also been a challenge for them.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2014-07-22 $0.000

Likes the overall US banking sector. The improvement in the US economy will help lift all of the US banks. Also feels interest rates are going to rise over time, which will help the banks considerably. Prefers Citigroup (C-N) over this.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT BIDU-Q Baidu.com Market Call (BNN TV) 2014-07-22 $0.000

Doesn’t know the company well, but a great way if you want to participate broadly in China, e-commerce and growth in the Internet generally it is probably not a bad name to add if you want exposure here.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
DON'T BUY BLD-T Ballard Power Systems Market Call (BNN TV) 2014-07-22 $0.000

A very speculative stock in the fuel-cell business. Earlier in the year, a lot of companies in this space had a huge run up in share prices. He tries to avoid these speculative stocks. For the average investor, it is extremely difficult unless you have a strong belief in theme or have done a lot of work in the area. It is difficult to value these companies.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
TOP PICK CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2014-07-22 $0.000

The really interesting element is that whiskey is the big hot trend in the spirits business, and Pernod, their parent, does not have a US whiskey brand. Corby partnered with J P Wisers, their Canadian Rye brand, in order to make a big push into the US. They are just in the early stages. If successful and gets traction, this company’s earnings could go up substantially. If this expansion is successful, you are either going to get a big dividend increase, or Pernod is going to come along and try to buy the remaining piece of this company. Yield of 3.51%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
BUY CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2014-07-22 $0.000

Has some good attributes and still likes it. Feels there is still some good upside left. In the executive search business, and have a significant presence in the US. As the US economy is recovering, they are getting a lot more traction and mandates there. About half of the market cap is sitting in cash, so from a valuation standpoint it really adds a nice margin of safety. A pretty attractive dividend, which he feels is sustainable and safe. He could see upside to $2 a share.

$2 Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
TOP PICK HBC-T Hudson Bay Co. Market Call (BNN TV) 2014-07-22 $0.000

Doesn’t love department stores, but this is a unique opportunity. There are 3 really prominent retail brands under this company, The Bay, Lord & Taylor and Saks. This is run by the real estate Baker family, and the real opportunity here is the monetization and the hidden value of the real estate. $5.5-$6 billion enterprise value company. Thinks the real estate alone could be worth $4 billion, which means you are buying the retail operation for about 3X enterprise value to EBIDA, a very depressed multiple yield of 1.2%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
PAST TOP PICK HWD-T Hardwoods Distribution Market Call (BNN TV) 2014-07-22 $0.000

(A Top Pick June 17/13. Up 53.58%.) Still likes this. Distributes wood products such as paneling for cupboards, flooring, etc. 70%-80% of their revenue is US based, so they are really positioned to benefit from an improving US housing and renovation market. Not an expensive stock.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
PARTIAL SELL INTC-Q Intel Market Call (BNN TV) 2014-07-22 $0.000

This is a stock that has broken out from a long-term trend. Had fallen into the category of old tech. This one is up over 30% year to date. Not overly cheap. Trading at a forward PE multiple of over 16X. Had a big run, so wouldn’t run after it here. If you own, consider taking some profits.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT JCP-N J.C. Penney Market Call (BNN TV) 2014-07-22 $0.000

Has put this into the category of “too tough to figure out”. Are they going up a lot, or are they going to zero? Had well published issues over the last several years. Still in a turnaround mode, but has $4.5 billion in debt, a lot more debt than equity. Lost money last year and analysts are forecasting they will make a little bit of money this year. Department store business is under a lot of pressure. Wouldn’t Short this because it has a very large Short interest, and if they do surprise and turn things around, the stock could go up a lot in a very short period of time.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2014-07-22 $0.000

(A Top Pick June 17/13. Up 12.71%.) Some issues regarding the health of the CEO, but feels this and Wells Fargo (WFC-N) are still the best in class.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
COMMENT KBH-N KB Home Market Call (BNN TV) 2014-07-22 $0.000

One of the smaller homebuilders in the US. Likes the space. Prefers Brookfield Residential (BRP-T) over this. You really want to look at the companies with the strongest land position, particularly in an environment where land prices are rising. Brookfield has 20 years plus of land inventory, so they don’t have to pay ever-increasing prices. If anything, they will be selling land to others.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT LGT.B-T Logistec Corp Market Call (BNN TV) 2014-07-22 $0.000

Owns and operates port assets. Has gotten a little more expensive. Not followed by many people and is a pretty darn good business.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT MRE-T Martinrea Market Call (BNN TV) 2014-07-22 $0.000

Do a lot of business with Ford (F-N). Have a number of manufacturing facilities in the US. Made an acquisition a few years ago in Europe that, on the surface was risky, but we are starting to see a turnaround in the European auto markets. Had some issues earlier this year when the former CEO came back, accusing management of wrongdoing. It seems those issues are largely behind them. Thinks they look pretty good. If you can stomach the increased volatility and some of the uncertainty, it is probably a good bet.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
BUY MS-N Morgan Stanley Market Call (BNN TV) 2014-07-22 $0.000

Very well run company and very well-positioned to take advantage of the M&A theme and increasing IPO activity. Being an investment bank, as opposed to a more full service bank, it is really well-positioned. Not expensive at 12.5X earnings. He can see more upside. A good one to hold.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
TOP PICK MSG-Q Madison Square Garden (D) Market Call (BNN TV) 2014-07-22 $0.000

Entertainment, sports, media company that has a mix of 3 different core businesses. They own the New York Knicks and New York Rangers. People are putting very large values on sports franchises. They also own Madison Square Gardens, and have the development rights/air rights above the building, to build an office building or condo eventually. Thirdly have the regional sports network, which is somewhere in the neighbourhood of $350 million a year. The combination of these things could make it worth as much as $100 a share. Feels the Dolan family could make a bid to make it private at some time.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
DON'T BUY NFLX-Q Netflix Inc. Market Call (BNN TV) 2014-07-22 $0.000

Stock is lower, and he thinks it was the concern over future spending to grow internationally. Over 50 million users, which is incredible, so the concept is definitely taking off. Probably under some margin pressure. The guidance on future earnings was a bit disappointing. Such high expectations are built into a share price like this that has gone up so much that it trades at a very high valuation. He would just avoid stocks like this altogether.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
BUY POU-T Paramount Resources Market Call (BNN TV) 2014-07-22 $0.000

If you are looking for gas exposure and a very well run company, this one is at the top of the list. Has had some great drilling success with a huge resource space.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2014-07-22 $0.000

Doesn’t like this one today. There is a lot of media attention and chatter around the government wanting a strong 4th entrant into the wireless business. Because of that, there is going to be competitive pressure on the wireless space. It is a good business and is not expensive and pays a nice dividend.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT SLF-T Sunlife Financial Market Call (BNN TV) 2014-07-22 $0.000

Thinks this will do well in a rising interest rate environment in the next several years, as life insurance companies do well where they can reinvest their float in a higher interest rate environment and generate higher earnings. Attractive from a balance sheet perspective.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT TM-N Toyota Market Call (BNN TV) 2014-07-22 $0.000

Well-run company. Japanese automakers have been gaining market share at the expense of North American companies. Share price has done well, but not as well as the auto parts companies. This is a relatively cheap stock on a price-earnings basis, and this is as good a bet as any of the others.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
PAST TOP PICK WEF-T Western Forest Products Inc. Market Call (BNN TV) 2014-07-22 $0.000

(A Top Pick June 17/13. Up 77.36%.) Lumber based company in Western Canada. Has leverage to a recovering US housing sector. Also export some of their product to Japan and China. Over the next couple of years, lumber prices are going to be very strong, and this company is under leveraged. Have done some share buybacks. Nice dividend in place. Also have some interesting non-core assets, which they may look to monetize or sell. Could be worth as much as $3 a share.

$3 Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
COMMENT WY-N Weyerhaeuser Co Market Call (BNN TV) 2014-07-22 $0.000

Would fall into the category of housing related stocks, and as US housing improves, this is poised to do very well. They own timber land, lumber business and oriented strand board. Doesn’t screen quite as cheaply as some of the Canadian lumber companies so he has focused on Canadian companies.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-21 $0.020

Investing.  Russia is an ongoing saga.  When the first market dip came and then bounced back he said it was not done yet, but that it was only market noise.  It does not impact global growth.  The best way to battle Russia in their new cold war is for the world to take less of their resources, so that will benefit Canada.  But that could be years away.  For now it is anxiety taking place in the summer months and investors may decide to defer buying.  Stocks are weak in Europe with financials leading and we see it going below a long term trend line so it might be a good idea to back off and not be an aggressive buyer.  One of the best ways to be defensive is to buy the US dollar.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-21 $0.020

Shorting Equities – which equities to short:  He is negative on the energy sector in the short term.  One bullish thesis is that North American supply of oil offsets OPEC.  The US is importing less and less from OPEC, moving demand to Canada and that changes demand dynamics dramatically.  But names like SU-T are overbought.  You might short as a quick trade, but there is nothing that is particularly overvalued at this point.  RWM-N plays the short side of the Russell 2000.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-21 $0.020

Equity based hedge for inflation over 15 years? The only inflation he knows of is inflation-linked bonds.  TIP-N in the US.  There is one in Canada also.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-21 $0.020

Educational Segment.  Selling out to Cash Because of Possible Correction:  We should see a 5-10% correction including seasonality and geopolitical events at present to occur soon.  Selling out to cash is risky because if markets go up, then you lose out.  It is harder to buy it all back much higher (psychology of investing).  If we get a correction, it is normal and mild.  We should not be overly concerned about it.  Typically in this situation, the Canadian dollar goes south.  He would play it by holding US currency or buying US investments that are hedged to the US dollar.  Holding US$ during a 10% correction would only lose you 8%.  ZWH-T adds a covered call component to reduce that loss to 6% yet when the market goes up you typically gets a 6% yield so if you are wrong and there is no correction you still make money.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-21 $0.020

Markets.  Behavioral Analysis:  Technical Analysis is a sub section of Behavior Analysis.  It tells you how people behave according to the market.  By looking at people’s actions you want to predict up trends and down trends of a stock.  A lot of people are now worrying about the market having gone on for 4 years, but there is no law saying the market cannot go on further.  A lot of people got out of the market in 2008 and they have not all gotten back in.  We are in a major secular bull market.  S&P and TSX are more or less working in tandem. 

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-21 $0.020

Markets. The first few times the federal reserve ended quantitative easing, the markets didn’t like it at all. Now they are slowly unwinding it, and it is supposed to end in October. You would think that there wouldn’t be a problem, but the market always comes up with some kind of a reaction, so it really depends on whether we have had some kind of a meaningful correction before then. If so, then he thinks we’ll be okay. If we haven’t had anything, it might be an excuse for it to pull back. A little too early to tell. Even with bad news, the market doesn’t seem to want to go down. There is still a lot of cash on the sidelines, so that any meaningful pullback looks like it is going to be bought. Good companies and dividends will still provide positive returns.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC _N/A View
TOP PICK AR-T Argonaut Gold Market Call Tonight (BNN TV) 2014-07-21 $4.180

Started to buy this again recently. Just reported production, which was about a 7% miss, so the stock has pulled back. Currently trading $0.65 from its NAV. There is production growth coming. This was just a quarter that got pushed into the back half of the year, so they kept guidance the same. Thinks it is easy for this to go to $5 again. This is a seasonally strong period for gold (and silver), so he thinks there is at least a trade in this. Low cost producer at about $700 an ounce.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
COMMENT ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2014-07-21 $16.500

Likes this. Sold it and moved to SNC Lavalin (SNC-T) where he sees 10%-15% upside. He still holds this company’s convertible debentures. A good company, but it just got a little ahead of itself for him.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
WATCH AVO-T Avigilon Corp Berman's Call 2014-07-21 $23.400

A very niche area.  There is a lot of good news and the stock is going up and then it turns.  It looks to him like you have this strong potential support at $20.  The market seems to have forgotten what this breakout was about.  You need to see the break out establishing.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS UNKNOWN Unknown View
WATCH AVO-T Avigilon Corp Market Call (BNN TV) 2014-07-21 $23.400

There are corrections in time and in price.  When a stock goes through a downward correction it is next likely to go in a horizontal correction (a correction in time).  The stock is currently fighting its 40 week moving average.  He thinks the stock will test the $20 area.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Unknown View
BUY AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-07-21 $23.400

Has been a recent buyer of this. He understands that the next quarter is the same or even better. Doesn’t think there is going to be disappointing earnings, and they may surprise on the upside. You’re probably going to see it go back to $30.

$30 Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2014-07-21 $10.730

He finds this one too difficult to value. When you buy, you can get some kind of announcement out of left field. He sees the NAV as anywhere from $12-$15. You could get one of those numbers if you broke up the company, but if you don’t, an ongoing trading range is lower than the present price.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
WEAK BUY BCE-T BCE Inc. Berman's Call 2014-07-21 $48.660

Media is huge going forward.  We will probably not see the growth over the next few years so it is about the yield.  It is a fine holding to accumulate when it pulls back.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY on WEAKNESS BNP-T Bonavista Energy Corp Berman's Call 2014-07-21 $14.410

This strong trend developing last year broke and we are getting lower lows and lower highs now.  This is not good.  We are in correction mode.  There was support in the $14 area, so 2-3% lower he sees support coming in and that is where to nibble. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-07-21 $72.810

(A Top Pick July 23/13. Up 29.72%.) Had a theory that all you had to do was buy the worst-performing bank in the big 5, and the next year it will either be the best or the 2nd-best. That works 18 out of 20 times.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK CCO-T Cameco Corporation Market Call (BNN TV) 2014-07-21 $22.820

(Top Pick Jan 20/14, Down 8.93%)  It violated its uptrend so he sold it.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL No View
WATCH CCT-T Catamaran Corp Market Call Tonight (BNN TV) 2014-07-21 $47.420

This was expected not to do so well and have a flattish year, but had a surprisingly very good first quarter. They are reporting in the next couple of weeks, and if they have another one the stock has room to move. Looks interesting, but a little bit risky if you buy before the earnings.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2014-07-21 $39.150

This is the 1st time in a while that there has been a decent pullback (10%) because of the lack of blockbusters. Third and 4th quarters are going to be better. Thinks you will get about a 10% return plus the dividend, giving you a 14%-15% return, with a ton of safety. One of the best management teams out there.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
WATCH CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-07-21 $48.490

Some stocks have run too far while others have already had a correction.  This one could go back to $43 and then it would be a buy.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Unknown View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-07-21 $72.950

Just reported in line with what was expected. The cheaper rails tend to be US because the 2 Canadian rails have done so well. He is currently in CSX Corp (CSX-N), which is at about a 5 multiple discount. This one has the best operation in North America.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-21 $44.160

The 6% plus dividend yield is not a concern to him. Lots of growth in production. This is a good entry point. He sees this going back to $50-$52 a year from now.

$50-$52 in 12 months Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
WEAK BUY CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2014-07-21 $2.320

Nat. Gas. Made a nice base after a sell off.  It went into a trading range, building a base.  This year it had a break out and an up leg.  We are now going through a bit of a correction and now it is starting to be a good stock to be in. 

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Unknown View
HOLD CQE-T Cequence Energy Ltd. Market Call Tonight (BNN TV) 2014-07-21 $2.320

Things were doing well and had a little bit of a selloff because of the gas side. Long-term it is fine, and the balance sheet looks fine. (See Top Picks.)

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
WATCH CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2014-07-21 $20.330

He prefers to follow the most widely held of the .A and .B stocks.  It should have support about where it is and if it breaks it it will continue down.  

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Unknown View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2014-07-21 $102.010

What extent does the duel class share structure impact the quality of its corporate governance, and its value as an investment? It does impact it, and this one doesn’t have the best corporate governance of any company out there. The duel share structure in Canada is disappearing company by company, and he thinks this will disappear in the next generation. Even though the stock has done well, you get a bit of the discount, and it probably should trade $5-$10 higher. It will get fixed when it gets taken over or the family dies. If you have a long-term view, you’re probably going to get some extra payment at some point.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
WAIT DML-T Denison Mines Corp Market Call (BNN TV) 2014-07-21 $1.480

It tested the low of 2012 at the end of 2013, but did not go lower and that is a significant point.  Now it is meandering and you need to see what it is going to do.  Wait for a break out.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Unknown View
TOP PICK ECA-T Encana Corp Market Call (BNN TV) 2014-07-21 $23.110

It is almost all pulled back.  A huge base and then a break out.  We had one leg and now we will get the second.  Buy it today or tomorrow.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Yes View
DON'T BUY ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-07-21 $23.110

A gassy stock. After PrairieSky Royalty (PSK-T) established its level and trading in a pretty tight range now, you got Encana pulling back now with the other gas stocks. He prefers something smaller and more nimble with better growth. (See Top Picks.)

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-07-21 $14.080

Had this as a Top Pick previously. Still likes it. Have made a number of large acquisitions in the last year. Now have the balance sheet leveraged enough, he thinks, that there is US interest. You are looking at an earnings progression something like $0.60, $1 and $1.40. Big, big growth coming in the next two years. He thinks it will be at $17-$18.

$17-$18 Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
BUY GE-N General Electric Market Call Tonight (BNN TV) 2014-07-21 $25.980

Likes this. Going back to its industrial roots means that you’ve got growth. You probably get a higher multiple because the market would then like it.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
PARTIAL SELL GEI-T Gibson Energy Market Call Tonight (BNN TV) 2014-07-21 $33.470

This and a lot of the midstream companies have done well. It’s just what the market wants, a combination of a little better growth and some yield. Doesn’t think this is repeatable, and is a bit of a problem here. Getting to the point where it is pretty fully valued. If there was a pullback, this is one that would pull back fairly sharply, such as 10%. If you own, consider selling half.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
HOLD GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-07-21 $88.860

Like all high stocks went through a huge base building since 2002 and finally broke out.  It is staying above its 40 day moving average.  Stay with it.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Unknown View
TOP PICK HSE-T Husky Energy Market Call (BNN TV) 2014-07-21 $34.260

(Top Pick Jan 20/14, Up 4.08%) It is in a major uptrend although it went through a correction recently.  This is an ideal buying opportunity.  Average up, rather than down.  It had a double base and then a break out.  It is pulling back so as to provide another buying opportunity.

$50 Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Yes View
DON'T BUY IAE-T Ithaca Energy Inc. Market Call (BNN TV) 2014-07-21 $2.500

Base building through mid-’13 to mid-’13.  Now it is going through a horizontal trading range.  $2.30 is important support.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Unknown View
PAST TOP PICK IM-N INGRAM MICRO INC. Market Call (BNN TV) 2014-07-21 $29.780

(Top Pick Jan 20/14, Up 18.17%) It started out with a huge base and then it took off.  It still has good upside potential.

Ron Meisels TECHNICAL ANALYSIS - N.A. EQUITIES BULL Yes View
Showing 1 to 60 of 129,935 entries
First Previous 1 2 3 4 5 Next Last