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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) 2014-04-22 $0.020

US Economy. Has been some recent concerns that there has been some slower data in the last few months, with some of it being weather related. The very harsh winter had a negative impact on certain sectors such as transportation and retailers. His view is that the US economy is gradually getting better with unemployment coming down, corporate earnings still growing and the federal reserve still relatively supportive with a very low interest-rate policy, which he thinks will be in place for some time. Earnings really have to kick in here to propel share prices higher. Corporate balance sheets, being very healthy, companies have more cash than they know what to do with. In today’s low interest-rate environment, for companies to be sitting on billions of dollars of cash earning a treasury bill rate, is not really doing shareholders a lot of good so he thinks there is a lot of pressure to put that cash to work. With CEOs more optimistic and feeling better about the economy, we will be seeing more and more deals for mergers and acquisitions.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-22 $0.020

US Housing. It seems like this has flat lined and taken a paused for a while. He sees another leg up soon. Timing is always elusive and difficult to figure out. Very simplistically many, many studies have shown that over a long period of time, the US needs about 1.3-1.5 million new homes built every year, just to keep up with population growth and immigration. Over the last several years, housing starts have been running at anywhere between 600,000 and 900,000 so not enough homes are being built to satisfy that natural demand. Thinks that over time there will have to be a reversion back to the mean and housing starts to go back to the 1.3-1.5 million range. (See Top Picks and Past Picks.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-22 $0.020

Markets. We are getting to that time where it is “sell in May and go away”, but there are also the midterm elections throwing a range in the works. The average Sell date for May is the 5th, so we are approaching that time. The average decline in the summertime is a minor one at -0.02%, so it is not a given that the markets will decline in the summer. Actually 61% of the time they are positive during the summer. So the “sell in May and go away” is more or less a myth. It is a broad strategy in that you Sell the broad markets, and move to bonds and more defensive positions. However, there is a condition this year in that this is a midterm election year. These can cause a lot of volatility in the market between April 22 and Sept 30. Average decline for the S&P 500 is almost 5% and we have seen 10 of the past 16 midterm election years have had a correction of 10% or more. There is a very high probability this year that we are going to see the typical volatility in the summer. He is not expecting an end to the uptrend, but just a pull back. It has been 30 months since we have had a correction and we are certainly due for one. He is still fully invested, but has his finger on the trigger. During the summer, he becomes defensive and does not take on excess risk. He moves into things like consumers’ staples, healthcare, utilities, things that have a yield and even bonds tend to do well in the summertime.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
HOLD AA-N Alcoa Market Call (BNN TV) 2014-04-22 $13.510

A very good, large cap aluminum producer levered to the US economy and into the global economy. There is a trend towards light weighting in cars as opposed to having a lot of steel in your cars. Feels it has good long-term prospects.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD AD-T Alaris Royalty Market Call (BNN TV) 2014-04-22 $27.080

A company that has been able to acquire cash flow generating businesses. They use their currency to make a lot of acquisitions and pay a nice dividend out over time. That outlook is still intact. Has had a pause, but long-term the outlook is positive.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
HOLD ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2014-04-22 $46.670

This tends to do well during the summer and he is not sure of the reason. Energy can do moderately well during the summer, but that is not its peak period of seasonal strength which runs from January through to May. There is a push from July through to October. This one has seemed to find that strength and shows an average gain of 8% during that time. This would be a hold through to the end of September.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
PAST TOP PICK ANS-T Ainsworth Lumber Co. Ltd. Market Call (BNN TV) 2014-04-22 $3.800

(A Top Pick April 16/13. Down 4.31%.) Sold his holdings when there was a takeover offer.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
SELL ARE-T Aecon Group Inc Market Call (BNN TV) 2014-04-22 $18.490

Doesn’t follow this closely, but it has performed well and if you own, he would be inclined to take profits. One of the challenges in the engineering/construction business is that it can be “boom and bust”. When oil/gas sector is doing well, they win a lot of contracts as well, but there are risks that when the going gets tough, they can be locked into contracts that could have costs overruns.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-22 $89.030

Very good business. They have been a consolidator in the convenience store/fuel station business. His concern is that the share price is quite expensive at about 19X earnings.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2014-04-22 $16.290

Preferred Citigroup (C-N) which was a little bit cheaper, trading at about 8.9X on a forward basis compared to this one at about 10X. Citigroup also has a more interesting upside on the dividend side when the Federal Reserve will give them the ability to increase their dividend. However, he likes the whole sector. As the economy and housing gets better, all the US banks should do well.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
DON'T BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-04-22 $39.730

This tends to do well from March through until May. Chart shows a nice upward trend in 2011 and has gone parabolic since late 2012. You tend to want to avoid cyclical stocks during the summer.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2014-04-22 $4.030

There is a lot of optimism about the C series. This is a name he has stayed away from over the years. Has been disappointing constantly and has a lot of leverage on its balance sheet. This is not an easy business.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
WAIT BIIB-Q Biogen IDEC Inc. Market Call Tonight (BNN TV) 2014-04-22 $306.200

The period of seasonal strength comes predominately during the summertime, from August through until October. The average gain from July through to October is about 30% on an annual basis. The strongest month is July, so if you can take a position before July, it will give you added value. Currently this is trying to find a bottom. It is bouncing off of oversold levels. Doesn’t expect you would find the bottom at this point. Wait until the summer.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
SELL BIN-T Progressive Waste Solutions Inc Market Call Tonight (BNN TV) 2014-04-22 $27.190

Waste management companies can do very well in the springtime with contracts coming up for the summer. They tend to do very well from March through May. Expects this one would be no different, however the chart shows a huge double top and it doesn’t look like it is going to exceed that given the few weeks left in the seasonal period. Industrials do particularly poorly in the summertime.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
TOP PICK BRP-T Brookfield Residential Property Market Call (BNN TV) 2014-04-22 $22.830

A play on US housing, a trend he likes which he expects will continue to improve over the next number of years. One of the leading land development companies and homebuilders. The difference between them and other homebuilders is that they have about half their business in Western Canada, which has been very strong with the other half in the US. Almost more of a land development business where they make their profits by developing and selling lots than they do from building homes. Rising home prices in the US would lead to strong appreciation in land prices. Have about a 20-25 year inventory of lots in land, where the traditional homebuilder has only a 4-6 year inventory.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
TOP PICK CFX-T Canfor Pulp Products Market Call (BNN TV) 2014-04-22 $11.170

A large producer of softwood pulp in North America which goes into producing things like tissue paper, etc. Benefiting from current strong pulp prices and a weak Cdn$. Thinks it is going to generate a very significant amount of free cash flow over the next couple of years, in excess of $1 a share. Yield of 1.86% and there is a very strong possibility that this will be increased significantly over the next 12-18 months.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
DON'T BUY CIX-T CI Financial Corp Market Call Tonight (BNN TV) 2014-04-22 $35.280

Canadian financials in particular have a period of seasonal strength from January all the way through to their earnings. This one reports May 7. The big 6 report closer to the end of May so you still have a bit of time. Chart shows consolidation for the past few months so it hasn’t really played out according to seasonal tendencies. There are better alternatives out there. Revisit financials in August.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
SELL CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-04-22 $63.570

Transportation industry is doing incredibly well right now. This one had a huge push over the last few days and is starting to outperform the market. The period of seasonal strength for transportation stocks predominantly come to an end when industrial stocks come to an end, which is the beginning of May. A good trade during the summertime is to actually Short some of these things. July through to October is the weakest time for these transportation stocks. He would be looking to take profits here.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2014-04-22 $24.180

Has had a great move in its present period of seasonal strength and is up substantially since the year began. Substantially overbought at present levels. We are nearing the end of the seasonal strength and this follows the same seasonality. May 9 is the average exit date for the energy sector. Look to take profits on strength between now and May 9. Sit it out and then come back during the next period of seasonal strength of July through until October.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
TOP PICK CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2014-04-22 $21.020

Trading at a discount of 11X EBITDA versus 18X EBITDA of other companies. 3.5% dividend yield, so you get paid to wait. Undergoing a fairly major expansion in the US with their J P Wiser brand, one of the leading brands of rye whiskey in Canada. This is a really hot trend today in the spirits market. If successful with the expansion in the US, there could be a significant earnings upside. The wildcard is Pernod Ricard, the 4th or 5th largest liquor company in the world that owns 50% of this company. They might make a bid for the rest of Corbys. Yield of 3.44%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
BUY CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2014-04-22 $1.030

A business that generally is going to benefit from a recovery in the economy. Have done a great job of expanding outside of Canada into the executive search business in the US in the last few years. As the US economy improves, the business and the number of searches they do will improve. Has a very large cash balance of about $0.45-$0.50 as share. Pays a nice dividend of 6.8%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
PAST TOP PICK DI.UN-T Dundee International REIT Market Call (BNN TV) 2014-04-22 $9.550

(A Top Pick April 16/13. Down 2.25%.) Sold his holdings about 6 months ago when he had a concern about interest rates moving higher. Still feels it is a well-run REIT. Has a lot of properties in Europe which is more of a play on what is going on over there.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2014-04-22 $79.450

A stock that has performed very, very well over the last 5 years. Recently had a bit of a setback but the market has also come back so wouldn’t read too much into this. A very high quality company. There is more and more value being put on content and this is one of the leaders in content. A good blue-chip stock to own.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD ECA-T Encana Corp Market Call (BNN TV) 2014-04-22 $25.500

If you believe in natural gas, this is one of the really blue chip companies in Canada that participates. Recently spun off some of their more mature assets into a royalty type structure, which is part of the reason why the stock has been strong in addition to the weather we have had.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Unknown View
SELL ON STRENGTH F-N Ford Motor Market Call Tonight (BNN TV) 2014-04-22 $16.100

Consumer discretionary stocks, particularly this one, tend to do well in the spring. There is a huge spike up from March through to May, but then we get into a period of seasonal weakness. Consumer discretionary stocks tend to do very poorly during the summer. Relative performance is still trending higher on this, so it looks like there are still investors coming into it. We are getting to the end of seasonal strength in a couple of weeks.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT FB-Q Facebook Market Call (BNN TV) 2014-04-22 $63.030

Doesn’t follow this closely. It’s a great business but the 1st number of quarters after their initial offering didn’t perform that well. Expectations today are probably a little bit higher because the last few quarters have seen better results. It is tough to go against a company that has built as much value as they have over the last 10 years.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT GCG-T Guardian Capital Group Market Call (BNN TV) 2014-04-22 $18.500

Has 2 main assets, the core asset management business which has been improving and making acquisitions in the business and has been getting better. Also, have a very large portfolio of corporate investments on their balance sheet, the largest of which by far is a stake in the Bank of Montréal (BMO-T) and every time this moves up, this company becomes more valuable. As their asset management business improves, they can hopefully grow and make acquisitions in their core business and maybe sell down some of their BMO stake. He thinks the outlook is positive. Thinly traded, so you could look at CI Financial (CIX-T) or Gluskin Sheff (GS-T) instead.

$22 Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
WAIT GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-04-22 $72.860

Biotech has 2 periods of seasonal strength. One is predominately during the summer from August through until October, but there is also a very minor push during the months of April and May which we are seeing now. Had a huge selloff during its seasonal weakness of February to April and had become deeply oversold. We are now into a minor period of seasonal strength, but he would look into buying this in August.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
HOLD GS-N Goldman Sachs Market Call (BNN TV) 2014-04-22 $160.460

Fits in the category of a very well run business. Trading at a reasonable valuation multiple. A pickup in merger and acquisition activity would benefit this company. He thinks this is going to happen.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
BUY HD-N Home Depot Market Call (BNN TV) 2014-04-22 $79.670

Has been Buying in the last month or so. Pullback in the US market caused the share price for a lot of large caps like this, to pull back a little. Great company and trading at 18X this year’s earnings and 15X the 2nd year out. Growing its store base at a very high rate of investment capital, and more importantly, also has exposure and leverage to a very strong housing market. Great way to play the housing market.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
TOP PICK HFR-T HAP Floating Rate Bond ETF Market Call Tonight (BNN TV) 2014-04-22 $10.220

A good cash alternative way where you can hide out during the summer. This holds a basket of corporate bonds and has a floating rate attached to it, to hedge out the interest-rate risk. If bond rates and interest rates go higher, you will tend to benefit from this. A very conservative play.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
PAST TOP PICK IRG-T Imvescor Restaurant Group Market Call (BNN TV) 2014-04-22 $2.030

(A Top Pick April 16/13. Up 38.36%.) Story has only gotten better. Earnings are going higher. Have a great retail business where they sell some of their products in grocery stores. That retail initiative is a very high margin business. Well-positioned and generating a lot of cash flow. At some point, they could initiate a dividend which would be received positively.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
PAST TOP PICK IWM-N iShares Russell 2000 ETF Market Call Tonight (BNN TV) 2014-04-22 $114.620

(A Top Pick Jan 3/14. Up 0.20%.) This is a great play at the start of the year. You get a big push in Jan-Feb. This year it capped out right according to queue, at the beginning of March. Period of seasonal strength is from mid-December through to the beginning of March and he made about 9% on this trade.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
COMMENT IYR-N iShares Dow Jones Real Estate E.T.F. Market Call Tonight (BNN TV) 2014-04-22 $69.230

This is just coming to an end of its 1st period of seasonal strength. It tends to do well in the springtime, March through to May. The next period of strength is from July through to October.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
PAST TOP PICK JJC-N iPath DJ AIG Copper TR Sub-Index Market Call Tonight (BNN TV) 2014-04-22 $37.020

(A Top Pick Jan 3/14. Down 9.51%.) Copper futures. This one did not work out.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
TOP PICK K-N Kellog Market Call Tonight (BNN TV) 2014-04-22 $66.280

This is your classic defensive play. A consumer staples company that has a low PE of about 13 as opposed to the market which is about 17. The period of seasonal strength for this can run between now, April through to July. Consumer Staples in general can do well all the way through to October. The average gain from April 27 to October 7 is 9.18%. On the technicals, the chart shows what he would call a bit of a Bull flag. This sharpness has come on during takeover talks, but he is not playing it on this basis, but on a seasonal basis.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
COMMENT LGT.B-T Logistec Corp Market Call (BNN TV) 2014-04-22 $53.500

Involved basically in loading cargo at ports. Have a very good position in North America. If you believe the economy is going to get better and more and more trade is going to be happening from Canada and the US, this would be a big beneficiary of that. Sold his holdings 3 or 4 months ago because it had gone up a lot and he took profits. Tightly controlled by a small number of investors so is not very liquid.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-04-22 $111.590

Auto-part makers will follow the same seasonal strength as the automobile manufacturers. From March through to May is the period of seasonal strength. We are getting to the end of seasonal strength in a couple of weeks.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT MITL-Q Mitel Networks Market Call (BNN TV) 2014-04-22 $9.470

A well-run company in a tough industry (telecom equipment) with a lot of pricing pressure. An interesting thing that happened recently is their large acquisition of Astra Technology. The combination of these 2 companies should generate a lot of synergies. This is where scale matters and cutting some costs and fat from the business will be good for shareholders and lead to significant free cash flow over the next number of years. Has been thinking about adding this to his portfolios, but share price has run up in the last few months and a slightly lower price would be interesting.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
DON'T BUY PLI-T Prometic Life Sciences Inc. Market Call Tonight (BNN TV) 2014-04-22 $1.190

Biotech tends to do well in the summertime from August through until October. There is another push at the end of the year from about October into February. Seasonality for this in particular is a bit different from the biotech sector. It actually enters a period of seasonal weakness during the summer. Seasonal strength is really from the end of December through to February. Wouldn’t be pursuing this, particularly seeing how stretched it has become.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
WAIT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2014-04-22 $39.310

Fertilizer stocks tend to do well in the summer, from July through until October. We are currently already seeing strength in the stock. Last year was a horrible year and it didn’t play out according to trend. He would expect that this will get up to those highs that we saw last summer. Sit this one out now and entertain it more in July.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
SELL RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-04-22 $31.170

The period of seasonal strength for materials stocks is from October through to May. We have seen a huge push this year as well. Seasonal weakness for these materials stocks tends to be in the summertime. He would be looking to take profits.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2014-04-22 $72.460

A very high quality financial institution for a long-term investor. Very well run. Pays a nice dividend. If you are going to Buy and Hold it for a long time, you are not going to go too far wrong. Feels the US banks overall are cheaper on a valuation standpoint and have more earning potential than Canadian banks. Canadian banks are trading between 11 and 13 times earnings while US banks generally trade at 10X and have a better earnings growth profile because they are recovering from a lower base and a big improvement in housing.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
TOP PICK SCHL-Q Scholastic Corp. Market Call Tonight (BNN TV) 2014-04-22 $33.350

The bulk of their operating income comes in the quarter from September through to November, the start of the school season. The period of seasonal strength will obviously run from now, the end of April, all the way to September 30. The average gain for this company is 14.3%. There have only been 2 times where it has been negative in its 22 year history.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
DON'T BUY SPY-N SPDR S&P 500 ETF Market Call Tonight (BNN TV) 2014-04-22 $187.890

Expecting a bit of weakness this summer and we are seeing stretched valuations. Nothing is cheap at the present so you want to avoid the broad markets. This one is trading at about a 17 multiple. Look for things with a lower multiple such as consumer staples or utilities which are hovering around 14.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2014-04-22 $40.320

The whole energy patch has done well so far this year. It’s been the hot sector in Canada this year. This stock languished for a long time and feels it is still trading at a reasonable valuation. Pays a dividend. A blue chip way of getting exposure to energy in Canada.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-04-22 $24.580

If you own, holding on is not a bad play. A pretty beaten up stock and has been an under performer for a while. Metallurgical coal business has been very tough. Also, have assets in copper which has not been great lately. One strong part of their market has been zinc, whose prices have been picking up a little. When you see an earnings release that is below expectation and the stock doesn’t go down, it may be a sign that we are close to bottom.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
BUY TCN-T Tricon Capital Group Market Call (BNN TV) 2014-04-22 $7.450

A Canadian company, but primarily exposed to US housing. Have a few different businesses. One is in land and housing development. Own a lot of land in California, Arizona and areas where there has been strong appreciation. Also into single-family rental business where they have accumulated a lot of individual homes and are renting them out. Thinks the outlook is very good. Excellent management team.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
SELL TSLA-Q Tesla Motors Inc Market Call (BNN TV) 2014-04-22 $218.640

Would put this in the category of almost like a concept. Generally speaking, the electric car market is going to become more competitive. This one is clearly the early mover and the leader, but there is a lot of optimism baked into the valuation. Company has a $26 billion market cap and expected to sell 35,000 cars next year which comes out to about a $750,000 valuation per car.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD V-N Visa Inc. Market Call (BNN TV) 2014-04-22 $209.970

Wouldn’t want to bet against this company. Has a very premium valuation trading at about 23 or 24 times earnings, so you are paying a steep price to Buy. However, you can’t argue with the success they have had. Payment processors are benefiting from 2 big long-term trends, a move towards a cashless society and the proliferation of e-commerce.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT WJA-T Westjet Airlines Market Call (BNN TV) 2014-04-22 $24.590

Over the long-term, the airline industry has been a very bad sector for investors. This industry, particularly in the US, is going through a great deal of structural change with an immense amount of consolidation and cost-cutting going towards more efficient planes. Less price competition and more rational behaviour. There is some concern about competition and if the good times can keep happening. Prefers Air Canada, but has a positive outlook for both.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Unknown View
PAST TOP PICK XLE-N SPDR Energy ETF Market Call Tonight (BNN TV) 2014-04-22 $93.270

(A Top Pick Jan 3/14. Up 7.82%.) Energy tends to do well from early January all the way through to May. Oil prices, gasoline and gas prices tend to go up at that time. The period of seasonal strength is coming to an end now.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-21 $0.020

Markets.  Stocks have had a really good run, mostly on multiple expansion, so he believes 2014 will be a little more volatile, although making gains.  Smaller companies can grow more easily.  Even a few companies can make you some good money.

Fabrice Taylor NORTH AMERICAN SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Markets.  There are all kinds of ETFs all over the world based on the RAFFI index for fundamentals.  People aren’t paying enough attention to the demographics in the world.  They favour emerging markets for growth in the world over the next number of years.  However, the demographics in China have the same problems as we do with an aging workforce.  He prefers Indonesia, Malaysia, and India – the second tier of emerging markets where we will see tremendous growth.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Educational Segment.  He has a very curious appetite and always wants to know why.  He has always felt that asset allocation and diversification must be the cornerstones of your portfolio.  ETFs make it very easy and eloquent to put together portfolios.  The bond market has underperformed the stock market by about 35% since 2009.  But when the TSX fell between 2011 and 2012, the ratio actually went up about 20%.  The bond market is at the same place it was the last time the TSX had a bottom in 2011.  So maybe it is time to rebalance once again.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Oil Stocks? Caller sold all his.  The long term outlook is moderate at best.  You should not sell everything, but raise some cash if you are at the upper end of the range.  The sector is not overvalued because it was undervalued for years.  He does not like the sector right now.  To exit, you should sell a little at a time and see if it keeps going higher instead.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Latin America.  Thinks we have some challenges in Latin America for the next few years.  There will probably be a time in the future to step in in a big way.  Maybe in the next year or two.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Sell in May and Go Away.  It is effective 60-65% of the time, however, we don’t know ahead of time if this is a year when it will work and we couldn’t possibly.  If we look at fundamentals and how long since a 10% percent correction, he thinks it might be coming now.  Also, if you look at year 2 of a presidential cycle, it would seem this could be a weak summer.  Maybe now ‘Sell in May…’ is 80% likely to apply.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-21 $0.020

Markets. The last few times in the show, he has been neutral, kind of a push and pull, between the big deleveraging credit bubble. Over the last 5 years, when you get acceleration in the feds balance sheet, you get an increase in risk asset values. When that balance sheet starts to decelerate its growth, then you get a decline in asset value. Thinks this correlation is likely to hold true. While valuations in the markets seem reasonable on a short-term basis, when you factor in the earnings numbers base, i.e., near record profit margins the market looks quite expensive. There could be a pretty good drop once the QE ends.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS _N/A View
PAST TOP PICK AAH-T (Dead) Aastra Technologies Market Call Tonight (BNN TV) 2014-04-21 $41.940

(A Top Pick May 27/13. Up 156.02%.) Acquired by Mitel (MNW-T) in February. Prior to this acquisition, there was a special dividend paid.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
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