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

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-11-24 $0.020

Markets.  Oil may be going into the $60s and Brent may be going into the $70s.  What we see in the extremes is that more and more people pile onto the trend.  In this sector you get more volatility.  The energy sector is currently his biggest waiting in his sleep at night portfolio.  He has primarily the Canadian sector because it has been hit harder than the US.  ZEO-T is the ETF he uses.  The biggest in Canada don’t dominate this ETF.  It is one of his bigger positions that he accumulated over the last couple of months.  Small cap markets are getting stretched here.  Small caps are lagging again.  In a robust market, small caps should be leading.  This is telling us the underlying markets are actually weak. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-11-24 $0.020

Caller asked for a recommendation for an ETF for 5 years for a RESP account.  There is no growth in fixed income and probably only 2 or 3 percent.  With a bond fund not having a maturity date, there would be interest rate risk.  He recommended a fund he manages for BMO, the Global Tactical Dividend Fund, the ‘D’ class.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-11-24 $0.020

Educational Segment.  Interest Rates.  He and his guest felt interest rates will not be raised next year.  The world economy is slowing even though the US is growing slowly.  Only 37% of Americans are employed, down from 42 in 2007.  There isn’t enough demand to create inflation.  They won’t want to raise interest rates at a time when they will affect the 2016 election. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-24 $0.020

Markets.  The market is in over bought territory.  Either the market will move sideways, or you get a decline.  It will be 5 or 10% at the most.  He thinks Russia could spook the markets regarding the Ukraine.  Thinks we may be nearing the bottom in oil prices.  Sees continued improvement in corporate profits.  Sees a reenergized US consumer.  The outlook is improving dramatically.  There is room for a PE adjustment to the upside.  US inflation should ramp up next year.  Wage rates will be up as unemployment rates come down.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-24 $0.020

Markets.  Stocks are meandering higher. There is a perception that they are zooming higher because the S&P hit a record level again. That can happen day after day and still be a meandering market. Multiples right now are at about historical levels. 15 years ago we were trading at about 16X expected 2015 multiples, and the long-term average is just a fraction ahead of that at 16.2X. There is not a lot of volatility, so you don’t see big swings in the market. Complacency is always a bit of a worry. Through the October correction, there was a feeling that this might be a bigger correction. The true effect of a correction is to feel some pain. When you have V shaped bottoms, you don’t feel a lot of pain. It is essential that you buy things at the right price and don’t chase and buy high valuations. You never see risk and damage until it is too late. Overall he is constructive on the market and this meandering can continue for awhile.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-24 $0.020

Tax rules on non-Canadian assets.  For anyone who has over $100,000 cost base in non-Canadian assets, outside of registered plans, you must file a T1135. If you don’t file this form, the fines are up to $25 per day, to a maximum of $2500. (Gordon has an article on his website www.goodreid.com. You sign up for e-articles.)

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2014-11-24 $118.625

Not as good a value today as it was 6 months or a year ago. Got to a point where it was priced for extinction. There was no premium built into the stock for innovation. There was a period of time when the capital allocation policy was really not a good one. A lot of that has changed. Also, they are now in China. The latest analysis says that they could do over 70 million units of the iPhone 6, a high-margin product. That will put their gross margin into the 40% range. At this price, it is trading at about 16X earnings, and if you net out the cash you are down into 13X. Still not expensive. Have a policy of capital allocation where they return to the shareholders the equivalent of about 8% of their market cap per year, both in dividends and buybacks. Feels the market is starting to recognize that this company can still innovate.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
HOLD AGU-T Agrium Market Call (BNN TV) 2014-11-24 $112.420

You are looking at a 5% total return.  It does not interest him.  It is getting tired.  He is considering selling it.  If you are a long term holder, then continue to hold it.  The world has to get fed.  He is considering moving to Monsanto (MON-N).

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK AIG-N American International Group Market Call Tonight (BNN TV) 2014-11-24 $55.100

A pretty simple property and casualty business with some wealth management on the side. Trading at a discount to Book Value at about 70% of Book and about 10X earnings. It is trading down here because its ROE is not as high as some of its competitors, but it is getting there. They are doing a lot of the right things. Earnings are being funnelled back to the shareholders. Making money on its underwriting in addition to its investment portfolio. Yield of 0.91%.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-11-24 $17.180

Every company, sector and industry has valuation metrics that they respond best to. The banks, because they tend to be quite cyclical, don’t respond well to earnings. The thing to look for in banks is Book Value, or more specifically tangible BV. Because of what happened in 2008 with the regulation that came out and having to raise an incredible amount of capital to satisfy the regulators, the banks have struggled a little.  Stock price has fallen to where they are trading at a discount to Book Value. This one is probably around tangible book. His favourite is Citigroup (C-N), which he feels has a good runway ahead of it.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
TOP PICK BECN-Q Beacon Roofing Supply Market Call Tonight (BNN TV) 2014-11-24 $29.100

2nd largest roofing company in North America. Analysis shows that roofing growth is going to be about 6% per year, over the next number of years. 60% of US homes were built prior to 1980, and if your roof needs replacing, you can only put it off for so long. Trading at a reasonable multiple.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK BMO-T Bank of Montreal Market Call (BNN TV) 2014-11-24 $83.200

He has been buying it for years.  Likes their presence in Chicago with Harris bank.  As the US does better, so should this bank.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
WEAK BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-11-24 $10.700

Have had a checkered existence because of a past dividend cut.  But given the current yield and that management learned something about keeping their word, you could own it.  The 7% dividend is a bit of a risk.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS No View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2014-11-24 $70.190

Recently announced some cutbacks and puts some negative attention on them.  It means they are not sitting by and letting payrolls build.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PAST TOP PICK CFP-T Canfor Corp Market Call (BNN TV) 2014-11-24 $27.380

(Top Pick Nov 25/13, Up 25.64%) He sold it during the interest rate scares.  His re-entry point would be $24/$25 level.  Seasonality will keep him out until spring.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY CMR-T iShares Premium Money Market E.T.F. Berman's Call 2014-11-24 $50.030

Stock vs. Stock.  FIE-T vs. CMR-T.  CMR-T is a money market fund.  FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility.  When markets are up go into CMR-T and FIE-T when they are down.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-11-24 $36.040

One of his favourites.  He has owned it forever.  One of the premier oil companies in Canada.  They have been skillful in buying acreage that they think is highly prospective and it has turned out to be just that.  They have looked for companies that have similar acreage to acquire.  They are looking at 7600 wells to be recovered through water flood.  The incremental cash flow is attractive.

$46 Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
SELL CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-11-24 $27.030

Feels this is probably being driven more by the market, and less by company fundamentals. They were a high-growth, exciting, cutting-edge technology company 10 years or so ago, but have become a fairly old, staid, slow growth technology company. The 2014 revenues are below the 2013 revenues.

Gordon Reid US EQUITIES OPTIMISTIC No View
PAST TOP PICK CVS-N CVS Health Market Call Tonight (BNN TV) 2014-11-24 $90.870

(A Top Pick Dec 3/13. Up 38.14%.) Likes this area quite a bit. A domestic play, so you don’t have to worry about the improving US$ against every other currency. They no longer sell cigarettes in their drugstores, and this is a major road that they are going down. Looking to capture insurance contracts, federal contracts, federal health, and this can be highly additive to this company’s operations.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
HOLD DD-N DuPont Market Call Tonight (BNN TV) 2014-11-24 $72.150

A private equity group is trying to divide the company between the old slow growth chemical company and the new high tech agricultural company. The company has stated that they are interested in the creation of shareholder wealth. This is a good situation. They are not trading in an expensive way. He’ll continue to own and let the activists’ stuff work itself out.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK ESV-N Ensco PLC Market Call Tonight (BNN TV) 2014-11-24 $39.900

(A Top Pick Dec 3/13. Down 28.70%.) There has to be stabilization of oil prices. If that happens, money will start to flow back into the sector. They have very strong fundamentals. Their backlog is growing with over 2 years of revenue in backlog. Grew their backlog last quarter by 10%. In the deepwater area, virtually all of their fleet is contracted out a couple of years. When oil stabilizes, you will start to see companies like this return to normalized multiples. Right now they are trading at about 4X EBITDA which is 30%-40% discount to where it should be trading at.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY F-N Ford Motor Market Call Tonight (BNN TV) 2014-11-24 $15.670

Feels the automotive industry has a ways to go. They are at a run rate of about 16-16.5 million units, which he feels could probably grow to 18-18.5 million. The bigger story is in Europe and what their European operations are doing. Have gone from losing $1 billion a year, a couple of years ago, to making some headway. However, recently they got some negative headlines out of Europe. At this price, he wouldn’t have a problem buying this company. Thinks it is probably the best of the automakers and has some upward movement in it. You can probably do well in the next few years.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
COMMENT FDX-N FedEx Market Call Tonight (BNN TV) 2014-11-24 $175.530

Have a program of cost-cutting and are aiming at $1.6 billion per year in cost savings. The stock has built this in, but he feels there is of a bit more room to go. One of the things that will help this company is jet fuel prices.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
BUY FIE-T iShares Cdn Financial Monthly Income ETF Berman's Call 2014-11-24 $7.500

Stock vs. Stock.  FIE-T vs. CMR-T.  CMR-T is a money market fund.  FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility.  When markets are up go into CMR-T and FIE-T when they are down.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
STRONG BUY G-T Goldcorp Inc Market Call (BNN TV) 2014-11-24 $23.030

He likes gold.  It is too early to say gold has hit its bottom.  You see gold basing here on a 5 year chart.  Gold is approaching a very strong buy here.  This is his favourite in the group.  It is ending its CAP-X cycle so you are going to see pretty strong growth in cash flow.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY GD-N General Dynamics Corp. Market Call (BNN TV) 2014-11-24 $144.880

It has had a good run.  Russia and the Ukraine will focus investors on defense stocks.  But this one is very overbought.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WEAK BUY GE-N General Electric Market Call (BNN TV) 2014-11-24 $27.000

If you have a wide number of US holdings then you should be more specific than this one.  Otherwise he thinks this one will be much higher in 1 to 3 years.  Prefers companies with narrower exposure.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2014-11-24 $27.000

Recently sold his holdings. Didn’t really like the Alstom deal they did in France. It was a good deal when it was first struck and then Siemens came in and made a bid followed by the French government getting involved. Also, thinks the strength of the US$ against the euro is going to continue.

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY HAL-N Halliburton Co Market Call (BNN TV) 2014-11-24 $49.880

He is particularly interested in it after their acquisition.  It is cheaper than SLB-N.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS No View
SELL HPQ-N Hewlett-Packard Co Market Call Tonight (BNN TV) 2014-11-24 $37.500

Trying to get ahead with this one is a tough go. The CEO has done a good job, but a good job with a bit of a mess. Have been very poorly managed at the board level and have made some really bonehead moves.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
BUY HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2014-11-24 $22.280

REITs. H&R is one of his favourites.  He is favourable to REITs now.  They took a nasty hit during the taper scare last year.  All REITs should do well, especially HR.UN-T.  6% yield. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK IPL-T Inter Pipeline Market Call (BNN TV) 2014-11-24 $34.570

(Top Pick Nov 25/13, Up 40.53%)  As you see the increase in utilization of existing pipelines you will see further dividend growth.  14-15% return is pretty good.  Keystone could provide even more potential for dividend growth.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
WAIT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2014-11-24 $106.880

A well diversified company because it has the consumer side, the pharmaceutical side and the medical device side. The thing he doesn’t like about it now is that it has had a very good run, but the price has eclipsed the rate of growth of the earnings. Valuation has risen into the high teens, and their growth rate just doesn’t support that type of evaluation. This is one that you can wait on and buy from time to time, but he wouldn’t buy it now.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
BUY L-T Loblaw Companies Ltd Market Call (BNN TV) 2014-11-24 $60.300

It is going to be 2-4 years to see the synergies from the Shoppers acquisition.  The combined company looks awfully good.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT LPX-N Louisiana Pacific Corp Market Call Tonight (BNN TV) 2014-11-24 $15.500

A very levered play on the housing market. Housing starts has been hovering around 1 million per year, whereas a normalized run rate would be 1.5 million. At some point he expects housing starts to improve. This company specifically makes building products, and more specifically oriented strand board OSB. Down around 30%-35% from about a year ago. This gives you big swings. He would recommend going into something that is a little more stable.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
BUY LXF-T First Asset Can-60 C. Call ETF Berman's Call 2014-11-24 $8.020

Likes the way they do their covered call overlays.  They are writing on all the individual stocks in the index rather than on the index itself.  You might underperform over the long term if we are in a growth market.  Get out when the markets go down.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-11-24 $22.160

Stock vs. Stock:  MFC-T vs. SLF-T.  Owns MFC-T and not SLF-T.  MFC’S growth over the next 3 years is higher in each year over SLF-T.  MFC-T’s PE ratio is slightly higher.  SLF-T is a great company and has been outperforming MFC-T but going forward MFC-T can pick up their business.  With their growth rate in Asia and in asset management, they will do particularly well.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK PD-T Precision Drilling Market Call (BNN TV) 2014-11-24 $8.980

He doubled down at $9.22.  He is predicting increasing profit in the next two years.  It is very cheap.  Don’t do anything before the OPEC meeting.  PD-T has priced in $65-$70 oil so he is not too worried.  66% of all drilling is just to maintain current production and this should shelter drillers.  This is one of the premier drillers. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2014-11-24 $38.850

The move relates to two mine floods in Russia.  The second mine will not be brought back to production.  You are only looking at 5-6% total return, however.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2014-11-24 $42.180

They have more exposure to commodity prices than IPL-T.  He likes it and adds it for new clients coming in.  4% dividend.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY on WEAKNESS SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2014-11-24 $50.790

Loves it.  25.5% total return expected.  Very favourable PE ratio.  His entry point would be $48 if it got back there.  It dominates its industry.  The big jump in the next year is due to major new contracts.  Thinks pipelines are a growth area and this one will go along for the ride.

$64 Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY SLF-T Sunlife Financial Market Call (BNN TV) 2014-11-24 $41.560

Stock vs. Stock:  MFC-T vs. SLF-T.  Owns MFC-T and not SLF-T.  MFC’S growth over the next 3 years is higher in each year over SLF-T.  MFC-T’s PE ratio is slightly higher.  SLF-T is a great company and has been outperforming MFC-T, but going forward MFC-T can pick up their business.  With their growth rate in Asia and in asset management, they will do particularly well.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS No View
BUY TD-T Toronto Dominion Berman's Call 2014-11-24 $56.770

Normally prefers BNS-T because of Latin American exposure but that has not done so well recently.  Loves the ZEB-T equally weighted bank ETF. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN No View
PAST TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2014-11-24 $56.770

(Top Pick Nov 25/13, Up 20.25%) He is holding and buying for new accounts.  Would be a Top Pick, but the show does not allow more than 1 Top Pick from the last year.  He is also in BNS-T now.  There will be lots of cross selling to the US consumer.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY on WEAKNESS TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-11-24 $40.590

He has looked at it for a long time.  He has CPG-T and ARX-T.  He would add this if was looking for a gas stock.  The lack of a dividend would limit his interest to some extent.  If you see further weakness you might consider buying it.

$60s Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS No View
BUY TRN-N Trinity Industries Market Call (BNN TV) 2014-11-24 $36.450

He likes the rail car making business.  He is looking at it.  It is cheap.  On a macro basis, this industry is very favourable.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK TTEC-Q Teletech Holdings Market Call Tonight (BNN TV) 2014-11-24 $24.030

(A Top Pick Dec 3/13. Down 3.8%.) Has a fair degree of confidence in this company. They are a business process outsourcing company. Do all the front and back end work for businesses such as client retention programs, insurance claims, dental claims, etc. They’ve spent a fair amount of money, not only on operating costs, but also capital expenditures, which have grown 25% since last year and 60% in the last couple of years.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY TWX-N Time Warner Inc Market Call Tonight (BNN TV) 2014-11-24 $81.430

Continues to like this. In the earlier innings of their progression. They are doing some very interesting things. They’ve got HBO Go and are providing this through streaming format to the 10 million+ households in the US, that don’t have cable or satellite. This is the coming thing. Thinks this company is going to be one of the winners here. They’ve stated that they will do $6 a share in earnings in 2016 and $8 in 2018. This is a high growth trajectory.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
DON'T BUY UPS-N United Parcel Services Market Call Tonight (BNN TV) 2014-11-24 $107.260

This probably isn’t the time to be buying one of these companies. They tend to do quite well leading into the period between Thanksgiving and end of the year. That is their big volume time. He would prefer FedEx (FDX-N), which has a little more growth potential and are a little bit more involved in cost-cutting.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
WATCH UTX-N United Technologies Market Call Tonight (BNN TV) 2014-11-24 $108.790

Has underperformed because they‘ve had a couple of missteps. A couple of Pratt & Whitney engines had trouble getting into production. Also had some margin contraction. They are in the consumer market with Otis and Carrier and the emerging market in China, which is starting to slow. Trades at a 12%-13% discount to the group, and longer-term he expects it is going to grow as fast as or faster than the group. CEO abruptly retired this morning and he has a tough time think it is anything good, so is watching for news.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
WATCH WLP-N Wellpont Health Networks Market Call Tonight (BNN TV) 2014-11-24 $126.140

Not the inexpensive stock that it was before. Have done good things and have been rewarded. He still owns but is very aware that maybe there is more risk today than there was previously. This is one that you don’t just put away, but you continue to watch it.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY XFM-T iShares Cdn Financials Berman's Call 2014-11-24 $0.010

You have to consider risk adjusted returns.  The key to the success in this market is delivering higher than market returns without increased volatility.  This is a good one.  Go to their web site to get a good look at it.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
DON'T BUY ZBRA-Q Zebra Technologies Corp Berman's Call 2014-11-24 $72.430

You are at risk of lower dividends as the preferred shares reset.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-21 $0.020

Markets. This reminds him of 2007-2008. We have low interest-rates, and all this is really doing is inflating the value of financial assets. There is almost a zero interest rates in the US for 5 years which, gave 2.5% growth. Europe is still in the can with zero growth. Japan just slipped back into recession, and now the People's Bank of China has come out saying they are cutting interest rates because the economy is slowing. Markets are going higher, but are creating a bubble kind of condition. He would prefer the market was going higher because of a strong economy and growing earnings. It is going higher because of stock buybacks and higher valuations in the market in general. It is hardly a buoyant economy to justify some of the recent moves, particularly in some of the non-resource parts of the market. He is looking for areas that are a little more value oriented and a little more yield oriented. His cash levels are higher than what they have been before. Today he is Selling into strength rather than doing any Buying.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-21 $0.020

US Growth.  He sees growth better than anywhere else right now. Going forward they have a few more headwinds as the US dollar is going to be a little more difficult for them. With Europe and China slowing down and with Japan in recession, if all your trading partners are doing poorly, it is going to be hard for the US to rise on its own. Earnings are growing generally, but there is a lot that scares him. You feel you are getting pushed into buying stocks because things are going higher, but that is what happened in 1998-1999.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-21 $0.020

For a long-term hold of 5 years or more, what would be the best sector? A lot of people like energy infrastructure and pipelines, but he finds that area overvalued. Some of the big US technology companies that have a global footprint look great. They are generating a lot of cash and margins are holding in. This would be at the top of his list. You could buy an ETF such as SPDR Technology (XLK-N), or pick a basket of 5 or 6 names. Likes healthcare, but it's a tough one to find the right names.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-21 $0.020

Markets. The market correction was very short, but he did buy a few things for a few accounts where he was bulking up on some stocks, but it began to run away from him quite quickly. Thinks we are going to see another leg to the downside going forward. PE multiples are still pretty high. The same problems exist in the world that existed before. There are all the geopolitical issues globally. There is also starting to be a real divergence in monetary policies globally. US is backing off from quantitative easing, but we have Europe and Japan going more towards that direction. There are a lot of mixed signals right now. We are towards the end of the year also, and there are a number of areas, particularly in Canada, that are into tax loss selling, which is putting some pressure on materials and energy stocks, for the next few weeks anyways. US seems to be carrying the world on its shoulders at the moment, and he thinks fundamentals are lagging valuations still.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
PARTIAL SELL AA-N Alcoa Market Call (BNN TV) 2014-11-21 $17.450

This has done very well. People became bullish on aluminum recently. The increase in usage of aluminum in the automobile is giving more credence. Costs have come down for them because the price of aluminum is relatively flat. Stock has more than doubled, so if you own, he would be inclined to take some profits. He thinks you have seen the best of your gains at this point.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD AAPL-Q Apple Market Call (BNN TV) 2014-11-21 $116.470

Apple (AAPL-Q) or General Electric (GE-N)? Two completely different plays in different segments of the market. This has had a great run recently. Thinks this has gone through a crisis period and came out very well. iPhone 6 is selling very well. Have a great brand recognition. He thinks people continue to underestimate and undervalue things like iTunes and the software in general.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-11-21 $38.930

This is not a value stock. Has had a very good run. Very smart management. A lot of their growth has been by acquisition. Good operations in Canada and US as well as Europe. He looks at the multiples and can't justify the current price. If you want to play this, Metro (MRU-T) owns about 5%-8%, and has been doing very well lately.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
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