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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) 2014-07-22 $0.020

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 $0.020

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
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-22 $0.020

Economy. We were hit with the bad news of the weather in the 1st quarter, which took the steam out of the US economy, and slowed things down. Just naturally you would see a 2nd better half. Feels the things that will get things going in the US will be housing starts. Existing home sales were pretty strong. The last housing start number was a bit weak, which was a surprise, but it seemed to be weather related. Feels the US domestic economy is going to have a very good 6 months, and that will get things going. The US needs at least 1 million housing starts every year.

Terry Shaunessy ETF's BULLISH _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-22 $0.020

Markets. He has never seen a Bull market that is so disliked by so many people, primarily professionals. More in the US than in Canada. However, the market just keeps marching up. As long as short-term interest rates are zero, if you are not in the market it is like being Short. The S&P 500 was grossly overvalued in February 2000, in the tech boom. It took 10 years to reconcile that, which was then followed by a financial crisis.

Terry Shaunessy ETF's BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-22 $0.020

ETF’s for beginner investors? He would wholeheartedly recommend ETF’s for investors that are starting off. The tricky part of investing is deciding which stock or sector you start with. There is no end of information. If you are starting a portfolio, just keep it simple. You just want to focus on asset allocation.

Terry Shaunessy ETF's BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-22 $0.020

US ETF in an RRSP. Is it better to hold a basket of individual US dividend payers so I don’t get taxed? That is a very good idea. You do not get US withholding tax on a registered account.

Terry Shaunessy ETF's BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-22 $0.020

Base metals ETF’s. Would you choose equal weight or a cap weight? He does like base metals. They have taken such a beating and have had a horrible 2 years. He would tend to be more in big cap weighted stocks rather than equal weight. (See Top Picks.)

Terry Shaunessy ETF's BULLISH _N/A View
DON'T BUY ABX-T Barrick Gold Market Call (BNN TV) 2014-07-22 $20.210

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 $15.520

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 $198.430

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 $4.460

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 $20.970

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 $1.290

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
DON'T BUY DBA-N PowerShare DB Agriculture E.T.F. Market Call Tonight (BNN TV) 2014-07-22 $26.330

Are futures ETF’s suitable for RRSP holding? This one is not like an agricultural ETF that has a seed companies, etc. but this is straight futures. Anything this speculative doesn’t really belong in an RRSP. You are truly speculating with this one. Because of the resets on these futures based ETF’s, they don’t quite carry out what you think is going to happen. Very expensive from the point of MER, and the tracking error is extremely high. If you want to be in a futures market, do it directly, not through an ETF.

Terry Shaunessy ETF's BULLISH No View
PAST TOP PICK EUFN-Q iShares MSCI Europe Financial Market Call Tonight (BNN TV) 2014-07-22 $24.290

(A Top Pick July 24/13. Up 15.16%.) It was the US banks that led the market into the drink, and it was US banks that brought the market out in 2011-2012. So he expected that the European banks would be the leaders as well.

Terry Shaunessy ETF's BULLISH No View
TOP PICK HBC-T Hudson Bay Co. Market Call (BNN TV) 2014-07-22 $15.250

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
TOP PICK HEW-T Horizons S&P/TSX 60 Equal Weight ETF Market Call Tonight (BNN TV) 2014-07-22 $12.990

(A Top Pick July 24/13. Up 18.77%.) Likes this because it de-emphasizes financials a little bit. As the property market flattens out, some of the profitability of Canadian banks flattens out as well. The leadership is more with energy and materials.

Terry Shaunessy ETF's BULLISH Yes View
DON'T BUY HNU-T HBP NYMEX Nat'l Gas Bull+ Market Call Tonight (BNN TV) 2014-07-22 $10.830

Thinks the outlook for natural gas as a commodity is good. Two things have really impacted the demand for natural gas. One is weather and the other is industrial production. Industrial production in the US is starting to pick up, so demand for natural gas will be there. You could either play the commodities or play the companies. In this particular case he would recommend that you buy futures direct. ETF’s in this case are not particularly effective.

Terry Shaunessy ETF's BULLISH Unknown View
PAST TOP PICK HWD-T Hardwoods Distribution Market Call (BNN TV) 2014-07-22 $11.110

(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 $34.790

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 $8.650

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 $58.670

(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 $18.080

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 $36.000

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 $12.510

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 $32.910

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 $60.220

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 $431.090

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
COMMENT PFF-N iShares S&P US Preferred. E.T.F. Market Call Tonight (BNN TV) 2014-07-22 $39.780

He uses this in some of his clients’ registered accounts. The yield is about 6%, and doesn’t pay any kind of withholding tax. Also, if some of the air comes out of the Cdn$ you get a bit of a boost.

Terry Shaunessy ETF's BULLISH Yes View
BUY POU-T Paramount Resources Market Call (BNN TV) 2014-07-22 $56.780

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 $42.140

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
PAST TOP PICK RSP-N Rydex S&P Equal Weight ETF Market Call Tonight (BNN TV) 2014-07-22 $76.900

(A Top Pick July 24/13. Up 21.17%) because this is such a broad ETF, rather than being market capped, each constituent is 1/500 of this index, so there is a bias to smaller, large-cap stocks, which tend to be the more growth part.

Terry Shaunessy ETF's BULLISH Yes View
COMMENT SLF-T Sunlife Financial Market Call (BNN TV) 2014-07-22 $40.660

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 $119.180

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
TOP PICK VUN-T Vanguard US Total Mkt Ind ETF Market Call Tonight (BNN TV) 2014-07-22 $29.920

Total US market. So this is big cap, mid-cap and small cap. You can buy this either hedged or unhedged. This is the unhedged total US market cap, and VUS-T is the one that is hedged.

Terry Shaunessy ETF's BULLISH Yes View
PAST TOP PICK WEF-T Western Forest Products Inc. Market Call (BNN TV) 2014-07-22 $2.200

(A Top Pick June 17/13. Up 77.36%.) Lumber based company in Western Canada. Has leverage to a recovering US housing sector. Also, exports some of their products 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 $32.270

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
TOP PICK XBM-T iShares S&P/TSX Gb Base Metals Market Call Tonight (BNN TV) 2014-07-22 $15.510

Any time he has the opportunity in his portfolios to buy international or US indexes in the Canadian market, he does it. This does not have gold in it, but is straight base metals. Nobody has put any new money into mining, and there is not a lot of capacity there. Feels that once this gets going, you are going to see a lot of action in the mining sector. It will always be the big cap guys that lead the sectors back, and that is why he has started with this one.

Terry Shaunessy ETF's BULLISH Yes View
BUY XCS-T iShares S&P/TSX SmallCap ETF Market Call Tonight (BNN TV) 2014-07-22 $17.700

He owns this in very aggressive accounts. He likes it because it is dominated by energy and materials (mining). Feels there will be action on the M&A front. Small caps in Canada are actually where managers do very well.

Terry Shaunessy ETF's BULLISH Yes View
DON'T BUY XRE-T iShares S&P/TSX Capped REIT Market Call Tonight (BNN TV) 2014-07-22 $16.500

He has abandoned the REIT market in Canada. It has been a terrific part of the market from the standpoint of growth and yield. In a rising interest rate environment, it is going to be a bit problematic. Doesn’t like Canadian REITs as opposed to US REITs because Canadian ones tend to be dominated by shopping centres.

Terry Shaunessy ETF's BULLISH Unknown View
SELL XUT-T iShares S&P/TSX Cap. Utilities Market Call Tonight (BNN TV) 2014-07-22 $20.000

There was a rally in bonds, so utilities would respond to something like that. Also, low interest rates have been a huge help. Their day in the sun is kind of over with. This has to do with sector rotation, and he would have a tendency to move on.

Terry Shaunessy ETF's BULLISH Unknown View
COMMENT ZEO-T BMO S&P/TSX Oil & Gas ETF Market Call Tonight (BNN TV) 2014-07-22 $17.240

Actually iUnits S&P/TSX Capped Energy (XEG-T) has done much better, simply because Canadian Natural Resources (CNQ-T) and Suncor (SU-T), which are 30%-40% of the index, did so well over the last 6 months. As the energy business continues to do well, the gains will become more evenly distributed. Owning something like this in addition to, or instead of XEG would be the way to go if you like energy.

Terry Shaunessy ETF's BULLISH Unknown View
DON'T BUY ZWH-T BMO US High Dividend C. C. ETF Market Call Tonight (BNN TV) 2014-07-22 $15.920

Covered Calls tend to seduce investors because of the high yields that are there, but if you look at them they also have very high fees. He tends to dissuade people from using ETF’s that have an active component or leverage using a covered call strategy. There are all sorts of balls in the air. You are taking the risk of US banks and of the option writer as well as the volatility in the market. There is also a tax issue.

Terry Shaunessy ETF's BULLISH 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
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