Table View - Opinions in Detail | StockChase
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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) 2017-04-21 $0.020

Market. Dividends make you rich over the long-term. Bond yields are still very low. Dividend payout ratios on the TSX are at very healthy levels. There is a lot of opportunity for dividend growth and EPS. We may be in a bit of a sideways environment here. Feels the economic background is still quite favourable for stocks over bonds. The Canadian market has better upside over the next 4-5 years than the US one.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-21 $0.020

Tonight's program is on taxes, not stocks.

EDITOR N/A UNKNOWN Unknown View
BUY on WEAKNESS AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-04-21 $12.930

This has a DRIP program, which can work very well. Sees about 22% EPS this year and next, and yet it is trading at a very similar multiple to its peers. There is some very good dividend growth of around 8%. They just beat their Q4 numbers. He would add on any sort of weakness.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
BUY ARE-T Aecon Group Inc Market Call (BNN TV) 2017-04-21 $16.220

Probably not a bad thing to be buying now. Trading in line with its 3-year average, but cheaper than its peers. 2017 is probably going to be an off year for them in terms of revenues. Beyond that, he sees really nice growth. They have a really good infrastructure backlog which will really help them. Just increased their dividend by 8.2%. Very strong balance sheet. He sees good growth into 2018.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT ARX-T Arc Resources Ltd Market Call (BNN TV) 2017-04-21 $18.420

Low cost natural gas producer. Very efficient and very reliable growth. Production has steadily increased every year since 2012. Relative to the group, the valuation is okay. Great balance sheet, which is key in the oil names. A quality name, and probably an opportunity here.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
TOP PICK BAC-N Bank of America Market Call (BNN TV) 2017-04-21 $22.710

This has a BV of less than 1. He sees 20% EPS growth. It is very well positioned towards the Trump agenda. Thinks they will do something about the Volker rule and probably lower taxes a little. This bank is very well positioned towards the domestic side of the economy. He doesn’t see a lot of risks. Dividend yield of 1.3%. (Analysts’ price target is $26.50.)

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2017-04-21 $2.240

This has had a history of almost 20 years of being a very bad story for Canadians. The good news is that the new management team does appear to be executing. They beat on free cash flow on Q4 and have held on to their 2017 guidance, which is very important. Very speculative. He has been owning this by Selling Puts. Not for the faint of heart.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
HOLD BCE-T BCE Inc. Market Call (BNN TV) 2017-04-21 $61.350

Not cheap at around 17X, which is ahead of its 5-year average. 57% of revenues come from wire line which is not good, because of increasing competition from cable. Their wireless numbers are probably going to be pretty good at about 30% of their revenues. He sees growth of about 4% this year over last year. They will be boosting their dividend every year by about 5%. A name that you just Hold, and sell some Calls on it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
PAST TOP PICK BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2017-04-21 $52.130

(A Top Pick May 4/16. Up 53%.) He liked this for their solid pipeline of growth, and still models a 20% EPS growth over the next couple of years. Just bumped their distribution by 11%. 67% payout ratio, so the dividend is good. It has reached his target price, so he would not be adding to it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
COMMENT BNP-T Bonavista Energy Corp Market Call (BNN TV) 2017-04-21 $3.010

If you are a trader, this is one you could probably trade. Not a bad entry. They continue to improve in asset concentration. About 70% is hedged for 2017. The very small dividend is safe. Even though its balance sheet is a lot better than its peers, it still has a cash flow of 2.6%, which is high for where oil/gas is. There are safer names, but probably not a bad little bet for a trade.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2017-04-21 $76.830

(A Top Pick May 4/16. Up 28%.) Had felt this was the cheapest of the Canadian banks, had the best opportunity, and was less understood. It has very good growth. Emerging markets are turning.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
COMMENT BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-04-21 $31.060

This is pricey, trading at around 21X. Has about a 110% payout ratio, so distribution isn’t perfect. Q4 was a little light. However, he models very strong growth, 16% adjusted funds from operations growth 2016-2018. Trading at about 16% below his assumed NAV per unit. This is a name that you can be constructive on.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-04-21 $13.620

Hitting a 52-week low. Payout ratio is under 100%. Growth rate is not bad. A name he has liked because production has increased every year since 2014. It isn’t the best in the oil patch in terms of efficiency, but it should be trading at a lot more than what it is currently. Thinks the fall has probably been overdone. Yield of 2.7%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT CUF.UN-T Cominar Real Estate Inv Tr Market Call (BNN TV) 2017-04-21 $14.430

Their NOI dropped 3.7% in Q3. He models less than 1% growth over the next couple of years, versus its peers which are in a 2.5%. They have an all-in payout ratio of 114%. Making asset sales to bring down their balance sheet, which is good. Feels the fundamentals of Québec and Ontario are slightly better than what they have been. Trading at 11X. Probably not a bad place to be picking away, but it is not your highest quality REIT.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY on WEAKNESS ECI-T EnerCare Inc Market Call (BNN TV) 2017-04-21 $20.960

This has everything going for it, except valuation. They beat Q4, due to strength in their service experts and their home services segment. Increased their dividend by 4%. Trading a little higher than its 3-year average, and he prefers buying names that are a little lower or where there is a catalyst. He sees 9% EBITDA growth over the next couple of years. Wait for a pullback before buying.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
PARTIAL BUY EIF-T Exchange Income Market Call (BNN TV) 2017-04-21 $38.160

He models a 12% EBITDA growth over the next couple of years. Trades at a valuation that is lower than its five-year average. Debt to EBITDA continues to improve at around 2.2. The 5.5% dividend yield looks pretty safe. Missed on Q4 due to weather and equipment issues. You could be picking away at this time.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT FTN-T Financial 15 Split Corp Market Call (BNN TV) 2017-04-21 $10.420

This separates the preferred shares from the capital. The dividend is pretty safe, because they are stripping it away from the capital, and it is the banks. The real risk is if you are Long the capital portion, what if you don’t get capital appreciation quickly. These deals last for about 5 years. If you don’t have capital appreciation, and you have embedded fees, the leverage investment on the capital financials won’t work out that well. That is the real risk. Feels the banks are pretty good place to be with interest rates likely to go higher in the next 5 years.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT IPL-T Inter Pipeline Market Call (BNN TV) 2017-04-21 $28.000

Trading at around 20X versus its peers of around 26X. They just won their Q4 numbers, due to their recently acquired Williams assets. He doesn’t see a lot of growth.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
PAST TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2017-04-21 $23.140

(A Top Pick May 4/16. Up 34%.) He chose this for its Asian growth, its US currency exposure and for wealth management tailwinds. It was really cheap at the time. He still models good EPS and good dividend growth from here.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY on WEAKNESS PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2017-04-21 $44.280

They announced 2 new projects in April, and boosted their dividend by about 6%. This has really impressive growth. He is modelling 30% EPS 2017-2018. A really nice dividend with a steadily declining payout ratio. Good dividend, and the balance sheet is in really great shape. Trading in line with the other pipelines, but with a much better growth profile. You can add to this on any small pull back.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2017-04-21 $34.290

He likes financials. This one has a very nice dividend and is very defensive. It should benefit with slightly higher interest rates and a better stock market with their underlying holdings. He models a 9% EPS growth over the next couple of years. Dividend yield of 4.8%. (Analysts’ price target is $37.00.)

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY on WEAKNESS REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2017-04-21 $26.530

This is turning the corner. Retail has been a tough place. They’ve had to release a lot of their Target properties and have done a good job there. He is projecting that they do 3% FFO growth from 2016 to 2018. Very good balance sheet. They have a lot of development and intensification projects that they can use to grow. His target price is $28. On bad days when there is a yield scare, you could pick it up at about $25, get paid some premium, and when it gets to $28 sell some Calls.

$28 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT RUS-T Russel Metals Market Call (BNN TV) 2017-04-21 $26.300

Payout ratio is about 102%, down a lot from 2016. It is starting to do a lot better. Metal prices have come up a lot. One of the largest distributors in Canada. Their energy segment, a pretty big component of their business, is a bit of a wildcard. He has been adding to this a lot over the last 6 months. Dividend yield of 5.7%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY on WEAKNESS STB-T Student Transport of America Ltd. Market Call (BNN TV) 2017-04-21 $7.960

A cozy little company with a nice 8% dividend yield, which is covered pretty well with a 60% payout ratio. He is looking at 7% revenue growth on contract wins next year, combined with some cost cuts. The only problem is, it is trading a little above its 5-year average right now. He would wait for a bit of a pullback.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2017-04-21 $65.630

Bought a $64 January 2018 Call option for $325. When do you take the stock? Do you take into account what you paid for the Call and add that to when you took the stock? One of the problems when you buy a Call option, you are buying a lot of time volatility. That time value will shrink to zero. You pull your trigger when you are at your maximum advantage, which is a whole other discussion which would take too much time to answer on this program.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
BUY on WEAKNESS VSN-T Veresen Inc Market Call (BNN TV) 2017-04-21 $15.850

This was a Top Pick March 24/17. It has had a pretty big move in the last month or so, and is currently at a level where he doesn’t see much upside as there was. They are looking to increase the Alliance pipeline by 30%, which could be very accretive. Pays a good distribution that is getting safer. Try to add to this on a bit of a pullback.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
TOP PICK XEM-T iShares MSCI Emerging Markets Market Call (BNN TV) 2017-04-21 $29.710

This is the time for emerging markets, and this is a nice interesting basket. He likes where they are spread out. Good yield. There have been positive earnings revisions in the area. Stronger growth and stronger currencies, with a slightly weaker US$.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
PAST TOP PICK 2181 JP Temp Holdings Co Ltd Market Call (BNN TV) 2017-04-20 $0.000

(Top Pick Dec 16/16, Up 16%) In Japan you have very low unemployment, with everyone looking for work having 1 and a half offers.  This is a human resources company.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
TOP PICK 2181 JP Temp Holdings Co Ltd Market Call (BNN TV) 2017-04-20 $0.000

Corporations in Japan have to use agencies to help them recruit.  It is the job opportunities to applicant ratios.  We are seeing tiny increase in wages which we would need to see accelerate to get a full-fledged consumption boom in Japan, but we are getting there.  (Analysts’ Target: ¥2400).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-20 $0.020

Markets.  Borrowing costs are staying low for the foreseeable future because they are driven by inflation and we aren’t seeing it.  Low interest rates are actually incentivizing people to save, contrary to what people would think.  The rest of the world is cheaper than America.  Growth rates are actually higher with multiples being lower.  He looks for opportunities there.  Emerging markets have been much better in the last 12 months than the last few years.  With the US dollar stabling or weakening this bodes well for emerging markets.  Trump tweets and speaks, but then does not act as he indicated.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-20 $0.020

Deflationary environment.  He does not feel we are headed here.  He sees unemployment going down, globally, and wages trickling up.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-20 $0.020

US Fed Monetary Policy.  There is concern we might be heading to an inverted yield curve (indicating we are headed for a recession).  We are not yet seeing that.  The bond market is projecting the growth rate is not as robust as the Fed feels.  He would be very surprised if we did not get two more rate rises this year, but they would not impact the 2 and 10 year yields.  We need to get interest rates normalized.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-20 $0.020

Saudi Aramco.  It should be a trillion dollar company.  They are fully integrated.  He has not yet finished looking at it for valuation.  There will be a risk premium because the country is effectively an emerging market.  He will look at it for sure.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-20 $0.020

Market. The US markets are overvalued, meaning that return expectations should be lower. Earnings were at roughly 115 last year, and are projected at about 132 this year, so we are looking at 18-18.5 on a multiple basis. Other areas are looking more attractive than the US market. People should be looking at Japan and particularly Europe. Europe has had quite a few months now of positive economic surprises. ETF’s would be a good entry for most investors.

Lorne Zeiler DIVIDEND STOCKS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-20 $0.020

A stock or ETF for European exposure? If making an entry into a market where you have never been before, an ETF is a good way to do it. You get good diversification across countries and across sectors. Everyone assumes Canadian ETFs are all cheap and are all going to give diversification. That is not necessarily so. He’s been buying into Europe through a US listed ETF. (See Top Picks.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN _N/A View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2017-04-20 $142.440

(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2017-04-20 $6.560

A sector that sold off a few years ago, as people were thinking that with less manufacturing there was less industry. Since then we have had a major change in how people shop. There is a lot of online shopping, and this company’s holdings have become hubs for a lot of storage for businesses. One of the leaders in this space, and probably one of the best names in the industrial space.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2017-04-20 $63.780

(A Top Pick Dec 23/16. Up 4%.) A one trick pony with their drug Humira. Valuation is quite reasonable and is going to be 12-13X projected earnings. A lot of that is based on sales of Humira, a life altering drug, which accounts for over 60% of their revenues. Made 2 very large acquisitions in the past few years, and we are starting to see some of those drugs in the pipeline getting approved.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
WEAK BUY BABA-N Alibaba Group Holding Market Call (BNN TV) 2017-04-20 $112.960

The Chinese Internet space is strong and this company is well positioned.  It has opened up markets for a variety of businesses.  He does not have a huge exposure to China.  Tencent (TCEHY-5) (WeChat) is the only one he has and feels it is better than BABA-N.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-04-20 $23.070

One of the best names in the US. A very diversified base. There is talk of reducing the Frank-Dodd effect which would be helpful to the sector. Also, rising interest rates will be helpful to them. He is expecting a lot more growth on their loan activity. If you are going to have one name in the US, this is the one.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-04-20 $49.460

In the last number of years, this has been moving more and more of the business to actually being an advisor or fund manager, versus directly owning the assets. There has been a major shift in the last 5-6 years in the landscape of investments. Of all the money that went into mutual funds in the last 3 years, 8X of all funds put together went into the Vanguard funds. Long-term, he thinks there is going to be more assets moved into the space, more assets that have a target performance around it, and you are going to see earnings increase.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-04-20 $61.260

A great income name and has been a great dividend stock. 4.7% dividend yield, and expects that will get increases of about 5% over the next few years. That is likely to equal what the earnings growth is going to be. They’ve had some good penetration on the wireless business. Has a great deal with Telus (T-T) which allows them to lower the costs of their infrastructure. Trading at a high valuation of over 18X earnings.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
BUY CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-04-20 $112.540

From a valuation metric, this would look like a certain Buy. It has the cheapest valuation for a bank. Trading at 11.5X earnings. High dividend yield of about 7.5%. In the last 8 quarters, they have beaten on earnings and on revenue. There is the acquisition of the US bank which they had to pay up for. They are going to have to issue equity, which may cause some near-term weakness. Also, it is the least geographical diverse Canadian bank and is the most reliant on the Canadian consumer.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-04-20 $32.830

If you include the cash, this is quite a cheap stock. It is basically trading at about 16-17X earnings and the market cap is about $165 billion. People forget that there is $60 billion plus in cash sitting on the balance sheet. Even if you net out the debt of about $30 billion, you are taking the valuation down to about 13 or 14 times. Not including the debt, it is about 10 times. The growth profile is going to be low. The dividend is about 3% and there is a strong potential that you could see some special dividends, or an acquisition to drive growth. An attractive investment.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK DGE-LN Diageo PLC Market Call (BNN TV) 2017-04-20 $0.010

(Top Pick Dec 16/16, Up 9%) He still likes the name.  They are going through slow changes to improve profitability.  If you look at their big exposures they are US and China.  The US economy is healthy.  In China the whole corruption crackdown has waned so people are going out more and spending more.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
COMMENT DGS-T Dividend Growth Split Corp Market Call Tonight (BNN TV) 2017-04-20 $7.910

Effectively a creation of a preferred share and a capital share. If the stock performed quite well, you are getting a leveraged investment effectively on the preferred share. EG, on a $60 stock, you could have a $30 preferred share and a $30 capital share. If the capital share goes from $60 to $66, you have now gone from $30 to $36 giving you a 10% improvement in terms of return. What people don’t realize is a) the leverage, but b) preferred shares in the structure have to be paid out first. Consequently, the way these are structured is that the dividend coming from the underlying portfolio, simply pays the dividend to the preferred share. If they are paying a dividend on the capital side, that is typically coming from expected price appreciation or option writing. If you are a higher risk investor, it is something you could consider.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
TOP PICK EFAV-N iShares MSCI Edge Min Vol EAFE Market Call Tonight (BNN TV) 2017-04-20 $66.400

There are better opportunities now in Europe and Japan. This gives you a broader exposure across Europe of all the countries, with a little bit less on the UK. Also, there is a better mix in terms of stability in the sectors. In the last 3 years, there has been significant outperformance on this ETF, but last year underperformance. Good dividend yield.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-04-20 $56.430

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for dividend income? This one is the company that is building the pipeline and the energy services, etc. Once that is completed, it is largely sold to the Enbridge Income Fund.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2017-04-20 $33.690

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for dividend income? Enbridge is the company that is building the pipeline and the energy services, etc. Once that is completed, it is largely sold to this fund. Pays about a 6.1% dividend yield. The stock is about 8%-10% off its high, and is a reasonable valuation. They are expecting about $9 billion of additional products in the next 3 years and dividend hikes of about 10% a year in the next 2-3 years.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-04-20 $44.240

Which utility stock has the best dividend growth profile? He would suggest you look at this one, which recently made a big acquisition in the US. They are paying about 3.6% now, and are committed to growing the dividend at about 5%-6% per year. Earnings are projected to grow at a similar rate. Trading at a reasonable valuation.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
BUY on WEAKNESS HINKY-OTC Heineken NV Market Call (BNN TV) 2017-04-20 $0.010

It is a much more pure play on beer.  They are exposed to emerging markets.  He likes the company, but the valuation is on the higher end.  He would be very interested in the name if it sold off 10%.  It could not get taken out because it is family controlled.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
DON'T BUY HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2017-04-20 $40.030

There is not that much to get excited about.  They are doing well in China.  They have a good dividend yield (6.4%).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
DON'T BUY ING-N ING Groep NV Market Call (BNN TV) 2017-04-20 $15.290

A good, well managed bank with good capital ratios.  But it is not a pan-European bank.  A better way to play that would be BMP, a French bank with exposure to the entire continent.  He does not own either because there is not enough growth opportunity.  He prefers Spanish banks because unemployment is coming down and their exposure to emerging markets is good.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
PAST TOP PICK ISP-BIT Intesa Sanpaolo Market Call (BNN TV) 2017-04-20 $0.000

(Top Pick Dec 16/16, Up 3%) It is one of the gems of the banking world in Europe.  People assume the prospects and capital are weak, but they are not.  He expects the high dividend yield to grow.  It should see a slight boost to growth and loans. Non-performing loans are starting to go down.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
DON'T BUY JM-SP Jardine Matheson Market Call (BNN TV) 2017-04-20 $0.010

A Conglomerate based in Hong King.  He finds conglomerates too complicated. 

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
TOP PICK JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-04-20 $121.870

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
TOP PICK KBANK-BBK Kasikorn Bank Market Call (BNN TV) 2017-04-20 $0.000

Thailand is an interesting economy right now.  Elections next year.  They are starting to spend on infrastructure.  Lending has to be done to all the companies doing the actual work.  They have strong growth.  (Analysts’ target: 192.50 Thai Bhat).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
BUY KHC-Q Kraft Heinz Company (merged) Market Call (BNN TV) 2017-04-20 $92.040

This industry is a very reliable cash flow generator and management here has a very good track record of being able to improve profitability.  It is probably a reasonable investment if you have a long term approach.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
TOP PICK LVMUY-(OTC) LVMH Moet Hennessy Louis Vuitton SA Market Call (BNN TV) 2017-04-20 $0.000

They are well positioned for the improving global economy.  It is strong in the US.  The reduced corruption push in China means more spending on luxury goods.  One of the best managed in that whole space.  (Analysts’ target:  €225.00).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
DON'T BUY LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2017-04-20 $3.330

He has no exposure to the UK banks.  This one has excellent management, but he is concerned with the uncertainty with BREXIT.  He would prefer to stay away from UK banks.  BREXIT could be ugly for the UK.  He can find banks elsewhere to own.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
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