stockchase picture

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

There is 1 registered member and 88 guests viewing this site

Table View - Opinions in Detail

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) 2013-05-23 $0.020

Markets.    Just launched an energy infrastructure fund.  There will be a 100 billion spent over the next 5 years in energy infrastructure.  Pipelines, mid-streams, oil services, and rail.  Differential will narrow with the infrastructure build.  Rail stocks are hitting new highs.  Oil by rail story does not evaporate if Keystone is approved and built.  Producers are looking for alternative transportation because pipelines are a monopoly.  CPG built rail terminals themselves.

Genevieve Roch-Decter ENERGY BULL on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-05-23 $0.020

Markets. We went a quarter century before Japan went up.  You had to have a pullback. 

In general you can have a bad economy and good stock market performance.  They are not that connected.  25% of portfolio in income is normal for 50 year olds. 

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-05-23 $0.020

Monthly Purchase Plans for ETFs.  Claymore used to offer one but not aware of it being available through do-it-yourself channels.  But Claymore was purchased by black rock.  It is a bit awkward to do it.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-05-23 $0.020

Tax Strategy for High Income with RIFFs.  RIFF income can be split.  OAS claw-back kicks in at high $60s.  You can then use flow-through shares because that gives you a deduction. 

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-05-23 $0.020

Newborn Child.  Investment for college is 17 year time horizon.  Low volatility world ETF is a possibility.  Suggests stocks for first 9 years and then something more conservative after that.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-05-23 $0.020

Assessing value of defined benefit plan as if it were a bond.  You ask your employer what a lump sum would be for a settlement. How much do you invest to get this income is the value.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC No View
TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2013-05-23 $39.680

Loves it.  Phenomenal run in last little while.  New production in BC will increase cash flow next year.  Cash flow will be 80% utility-like next year.  It will get a multiple expansion next year.  3.7% dividend paid monthly.

Genevieve Roch-Decter ENERGY BULL on ENERGY Yes View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2013-05-23 $48.320

Really, really boring.  When pipelines are broken they do pressurized water to fix them. At all time high but they keep growing their dividend.  Lots of market share for them to gain.  600 trucks, making 3 more every week.  They don’t need to raise money.  Pick away to build your position.

Genevieve Roch-Decter ENERGY BULL on ENERGY Yes View
BUY BDI-T Black Diamond Group Market Call (BNN TV) 2013-05-23 $23.560

Temporary housing accommodations.  It is essentially a 5 star hotel that keeps moving around.  Expanding into Australia.  About to break out.

Genevieve Roch-Decter ENERGY BULL on ENERGY Yes View
TOP PICK CJP-T iShares Japan C$ Hedge ETF Market Call Tonight (BNN TV) 2013-05-23 $11.540

Japan has been in a big sleep that they just emerged from with a vengeance.  It has done next to nothing for the last 25 years so there is still a lot of value there.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
STRONG BUY CSX-N CSX Corp Market Call (BNN TV) 2013-05-23 $25.350

Prefers over Canadian railroads.  A bit of a laggard because coal industry in US has been in decline.  11 times earnings vs. 18 times for Canadian.  They have 3 years of backlogs awaiting them.

Genevieve Roch-Decter ENERGY BULL on ENERGY Unknown View
TOP PICK CUS-T Canexus Corp Market Call (BNN TV) 2013-05-23 $8.860

7% yield.  Just getting into energy infrastructure.  Truck to rail and pipe to rail.  Will probably increase dividend over next two years.

$10 next two years. Genevieve Roch-Decter ENERGY BULL on ENERGY Yes View
BUY ENT-X ENTREC Corporation Market Call (BNN TV) 2013-05-23 $1.350

Has been under a little pressure.  Thinks that it is a pause, not a stop.  Heavy hauling and crane services.  They increased their margins last quarter.  Rolling up all these acquisitions well.  Wait because there might be a seller out there.  But it is a buy.

Genevieve Roch-Decter ENERGY BULL on ENERGY Unknown View
TOP PICK FDE-T FT AlphaDEX Emerg. Mkt Div ETF Market Call Tonight (BNN TV) 2013-05-23 $19.990

Hit the market yesterday.  Emerging market, dividend paying stocks.  They screen out the really bad ones.  Better than VEE-T if you want dividends and lower volatility. 

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC No View
WEAK BUY FIE-T iShares Cdn Financial Monthly Income ETF Market Call Tonight (BNN TV) 2013-05-23 $6.720

Stable product, as good as any in that space.  He is not worried about it.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC No View
BUY FRC-T Canyon Services Group Market Call (BNN TV) 2013-05-23 $11.260

3.6% dividend.  A fracker as opposed to a driller.  Thinks it will improve.  There will be a lot of increase in activity. 

Genevieve Roch-Decter ENERGY BULL on ENERGY Yes View
BUY IPL.UN-T Inter Pipeline Fund Market Call (BNN TV) 2013-05-23 $24.180

A favourite stock of theirs.  Biggest holding across their client accounts.  A smaller pipeline that they really like.  About 40% of the oil production in Canada.  Expansion plans in the oil sands.  4.6% dividend and have increased over the last 9 years. 

Genevieve Roch-Decter ENERGY BULL on ENERGY Yes View
BUY PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2013-05-23 $34.690

Smaller pipeline.  A lot of NGL infrastructure.  A plan to built out a billion in infrastructure.  Really steady Eddie.  Get paid regardless. 5% dividend but she owns for growth too.  Dividend is safe.  Their cost of capital keeps going down.

Genevieve Roch-Decter ENERGY BULL on ENERGY Unknown View
BUY SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2013-05-23 $42.200

Global piping coating company but it is in their universe.  Just reported a record quarter.  Just collapsed their share structure. She is waiting for an active shareholder to be bought out, perhaps at a discount and she might want to participate.  It is a buy today for the retail investor. She is a Bull on Energy Infrastructure.

Genevieve Roch-Decter ENERGY BULL on ENERGY Unknown View
PAST TOP PICK VCE-T Vanguard MSCI Canada Index ETF Market Call Tonight (BNN TV) 2013-05-23 $26.350

(Top Pick May 1/12, Up 5.79%) 200+ names.  Small cap bias and broadly diversified.  Low cost.  Minimum tracking error.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
BUY VDY-T Vanguard FTSE Cdn High Div Yd. Market Call Tonight (BNN TV) 2013-05-23 $27.340

Most diversified dividend ETF in Canada, many hundreds of names and one of the lowest cost ETFs.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Unknown View
PAST TOP PICK VEF-T Vanguard MSCI EAFE Index ETF Market Call Tonight (BNN TV) 2013-05-23 $32.140

(Top Pick May 1/12, Up 27.46%) A year ago people didn’t think Europe would be up this much.  The bad news was already priced into the market.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
PAST TOP PICK VUS-T Vanguard MSCI U.S. Broad Mkt ETF Market Call Tonight (BNN TV) 2013-05-23 $33.160

(Top Pick May 1/12, Up 10.20%) This is the way to play the US market.  Broader than S&P 500.  Smaller companies generally lead.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
BUY XDV-T iShares Cdn Dividend ETF Market Call Tonight (BNN TV) 2013-05-23 $22.580

It’s okay.  Ishares products tend to be market leaders, but VDY-T is a bit cheaper and more broadly diversified, and he prefers it.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
DON'T BUY XGD-T iShares S&P/TSX Global Gold Market Call Tonight (BNN TV) 2013-05-23 $11.940

Market leading ETF for gold.  Physical bullion would be CGL-T.  He is not saying the gold run is not over.  He would not buy this, but the questions was ‘which one’.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Unknown View
BUY XIU-T iUnits S&P/TSX 60 ETF Market Call Tonight (BNN TV) 2013-05-23 $18.290

Loves it, but you get only 60 stocks, a large cap, dividend bias.  He prefers a small cap bias to get more growth.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Unknown View
BUY XMW-T iShares MSCI All Country World Minimum Volatility Market Call Tonight (BNN TV) 2013-05-23 $23.360

Likes it.  Exposure to stocks from around the world.  Minimum volatility.  Should be fine going forward.  Large cap bias.  Low cost.  He uses them rarely because most clients are prepared to take a little more bouncing around.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
DON'T BUY XRE-T iShares S&P/TSX Capped REIT Market Call Tonight (BNN TV) 2013-05-23 $17.520

Likes the product but not the asset class.  It has plateaued and most of his clients already have a home.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
BUY ZEB-T BMO Equal Weight Bank ETF Market Call Tonight (BNN TV) 2013-05-23 $18.640

If you like this sector, this is a good way to go.  He is currently slightly underweight banks.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Unknown View
DON'T BUY ZEF-T BMO Emerging Mkts Bond Hedged CAD Market Call Tonight (BNN TV) 2013-05-23 $17.210

Prefers VEE-T.  Emerging market bonds are a sexy way to go. 

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Unknown View
TOP PICK ZGI-T BMO Global Infrastructure ETF Market Call Tonight (BNN TV) 2013-05-23 $24.500

Hard assets.  Infrastructure is a little less volatile than traditional commodities.  It is still global and an inflation hedge.  Lot of global diversification.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Yes View
BUY ZJO-T BMO Junior Oil Index ETF Market Call Tonight (BNN TV) 2013-05-23 $21.050

How to play the oil market right now.  Lots of juniors could go out of business but they choose them carefully for this ETF and if they get taken out, you are okay anyway.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Unknown View
COMMENT ZMI-T BMO Monthly Income E.T.F. Market Call Tonight (BNN TV) 2013-05-23 $16.320

Specialty income fund.  Does not consider it secure.  A good product but not exactly secure.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC Unknown View
WEAK BUY ZUB-T BMO Equal Weight US Banks Hedged to CAD Index ETF Market Call Tonight (BNN TV) 2013-05-23 $17.030

Hedged so currency is not an issue.  He generally does not worry about hedging.  He has a 10-20 year time horizon.  A hedge adds to your cost.

John DeGoey PERSONAL FINANCE & ETFs OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2013-05-22 $0.020

Markets. You have to be careful when the market has been up 80% of the last number of days.  There is no weakness to buy on.  You have to chase the market higher.  He has not been selling either.  It is harder and harder to know what the risk is.  A lot of Canada is determined by global growth.  He is not seeing a lot of growth in the short term.  He finds good things to buy in Canada.  There is even some things to buy today.  We may not get a correction for 4 or 5 months.

John Wilson NORTH AMERICAN - LARGE SELECTIVE _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2013-05-22 $0.020

Banks.  Looks at tech analysis but it is not a key platform.  Based on fundamentals.  Does not own any Canadian banks.  US regional banks have more leverage to US economy improving.  He believes Canadian housing has peaked.  Prefers West coast US Banks.  He is buying some today.

John Wilson NORTH AMERICAN - LARGE SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-05-22 $0.020

Markets. 23% of junior mining companies on the TSX would run out of cash in 3 months or less.  Private equity is starting to move into this however.  Private equity has a 5 year time horizon.  It is an interesting development.  It is interesting that so many are looking at the resource space. 

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-05-22 $0.020

23% of mining companies on venture exchange of 3 months or less of cash.  There are 8-9 hundred companies in platinum, silver and gold on TSX Venture.  Not all of those companies all scrambling for the same investor dollar are going to make it.  With juniors you have financing risk, commodity risk, and management risk.  Thinks in the next few years 50% of them will be gone.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES _N/A View
SELL ABX-T Barrick Gold Market Call (BNN TV) 2013-05-22 $20.210

(Market Call Minute) He is short.  A lot of compression in cash flows.

John Wilson NORTH AMERICAN - LARGE SELECTIVE Yes View
PARTIAL SELL AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2013-05-22 $8.080

He thinks it has had its run.  He is selling down because it is now just purely a dividend story.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Yes View
BUY ATD.A-T Alimentation Couche-Tard (A) Market Call (BNN TV) 2013-05-22 $61.400

(Market Call Minute) Likes it a lot.  Great integration in Europe.

John Wilson NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY BAC-N Bank of America Market Call (BNN TV) 2013-05-22 $13.310

(Market Call Minute) Doubled in last year.  Cheap, but litigation risk.  But it could do well.

John Wilson NORTH AMERICAN - LARGE SELECTIVE No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2013-05-22 $13.310

(Market Call Minute) It’s cheap.  Harder to analyze so not his top pick.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2013-05-22 $15.010

Uncertainty level is far too high.  You have to be prepared to trade it fairly actively.  Thinks they will never return to the old form of relevance. 

John Wilson NORTH AMERICAN - LARGE SELECTIVE No View
BUY BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2013-05-22 $22.380

(Market Call Minute) Thinks it will do really well.  You want to be in a name like this.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Unknown View
TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2013-05-22 $51.000

This is the industry that lead us into the 07/08 crisis.  Now the company is transitioned into a retail machine and 65% of earnings come from outside US.  Deferred tax asset.  It is low risk.

$100 year and a half John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Yes View
BUY CLS-T Celestica Inc Market Call (BNN TV) 2013-05-22 $9.350

(Market Call Minute) Great cash flow and a catalyst in the next 3 to 4 months.

John Wilson NORTH AMERICAN - LARGE SELECTIVE No View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2013-05-22 $23.340

Got into it last summer. Story has played out as he had hoped.  70% market share in core business.  Really well managed company.

$30 level John Wilson NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2013-05-22 $31.040

(Top Pick Apr 10/12, Down 14.03%) Over time is one of the better quality energy companies out there, but energy is weak right now because global growth is weak.  There is no reason to be there right now.  Wait until industrial economy is picking up in the US and China.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES No View
PAST TOP PICK DC.A-T Dundee Corp. (A) Market Call (BNN TV) 2013-05-22 $36.840

(Top Pick Apr 29/13, Down 1.25%)

John Wilson NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2013-05-22 $16.540

(Market Call Minute) No reason to buy this name.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Unknown View
DON'T BUY ESN-T Essential Energy Services Ltd. Market Call Tonight (BNN TV) 2013-05-22 $2.450

Services business is a derivative of the energy business.  He is skeptical of any services name right now.  Avoid it.  They are just too volatile.  They only bring them in when times are good.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES No View
TOP PICK FB-Q Facebook Market Call (BNN TV) 2013-05-22 $25.159

SHORT – Valuation is rich.  More and more data is coming out about young people moving off of Facebook. 

John Wilson NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK FM-T First Quantum Minerals Market Call Tonight (BNN TV) 2013-05-22 $19.220

(Top Pick Apr 10/12, Down 6.69%)  It is a good company overall.  Did a phenomenal job of developing mines.  With the big Inmet project they will be dealing with it for some time.  It’s been a great name but the catalyst didn’t happen.  In the future it will be a buying opportunity.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES No View
TOP PICK GIB.A-T CGI Group (A) Market Call (BNN TV) 2013-05-22 $32.160

Liked for a while.  Integrating UK acquisitions much better than expected.  They will get a higher multiple.

$38-$40 John Wilson NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY HSE-T Husky Energy Market Call (BNN TV) 2013-05-22 $30.830

Prefers Methonex.  Would rather see resolution into how this stuff gets out of the oil patch before going in too deep.

John Wilson NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY on WEAKNESS IAE-T Ithaca Energy Inc. Market Call Tonight (BNN TV) 2013-05-22 $1.880

North sea operator, so a lot of abandonment liability.  In terms of overall, he thinks it looks fairly attractive.  Wait until the summer weakness he is predicting subsides to get your position.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Unknown View
HOLD JE-T Just Energy Group Market Call Tonight (BNN TV) 2013-05-22 $7.580

Energy retailer business has struggled because people don’t want to answer to the door to them.  Not a bad business but it is hard to see where dramatic growth is coming from. There is also a new American competitor.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Unknown View
TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2013-05-22 $53.630

This is the best of breed, large cap financial institution in the world today.  Solid, diversified stream of earnings.

$70 John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Yes View
TOP PICK KKR-N KKR & Co. LP Market Call Tonight (BNN TV) 2013-05-22 $20.510

If you believe equity markets are going higher, you could see mid 20% return for S&P so you need to be in private equity.  5.3% yield.  Impeccable balance sheet.  Best of breed.

John Stephenson NORTH AMERICAN - RESOURCE BULLISH on RESOURCES Yes View
Showing 1 to 60 of 114,969 entries
First Previous 1 2 3 4 5 Next Last