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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 Market Call (BNN TV) 2014-07-23 $0.020

Markets. The average return, on the 1st three companies he recommended in his newsletter 3.5 years ago, was about 800%. These were not speculations, but value companies with revenues and profits. It is a lot harder to find them today. He is a bottom-up investor, and it is harder to find things, so he just wants to build cash, and wait for a better opportunity. Cash holdings are probably in the 40%-50% range. There seem to be a lot of earnings misses, and PE multiples seem to be going up. Thinks earnings are going to have to catch up to what the stock market is doing. Feels central banks globally are orchestrating a campaign to keep equity markets healthy and give people confidence. However, there comes a point where valuations have to catch up.

Fabrice Taylor NORTH AMERICAN SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-23 $0.020

Profit taking. Always take profits. It’s really simple. A profit in your pocket is a “real” profit. One that is on paper can be meaningless. You owe it to yourself to take some off the table. The riskier the stock, the more you should take profit.

Fabrice Taylor NORTH AMERICAN SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-23 $0.020

Markets. Expects to see a pickup in global growth in the 2nd half of the year, especially in the US. There are bumps along the way, and that should be favourable to the equity markets continuing to grind higher. Thinks that valuations are a little bit stretched at this point, so we need the earnings and the EPS to pick up a bit. Those positive trends hopefully will continue. So far this season, 1/3 of companies on the S&P 500 have reported, and 76% have been estimated so far. That is good news. Comparing equities to bonds, equities are probably the winner in terms of what is going to happen over the next 12 months. Interest rates should stay low until next year. Some of the geo-political tensions are getting a bit worse, so some of those things should be watched out for. Also, volatility low levels are way lower than what they should be. Well over 25% below long-term averages. He is moving cash up a little bit from 25% to 12%-13% right now, in order to take advantage of any opportunities. He continues to favour the more economically areas, the cyclical stocks whether they be technology, energy or industrials. These are the areas you want to be in right now.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC _N/A View
BUY on WEAKNESS AAPL-Q Apple Market Call Tonight (BNN TV) 2014-07-23 $97.190

We are now looking at 1.25X PEG ratio, which is not expensive, but not cheap anymore either. Not sure if you should make a new purchase at this time. He would wait for a pullback.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
COMMENT ABM-X Athabasca Minerals Market Call (BNN TV) 2014-07-23 $2.550

Produces gravel and sand. Tar sands mines have gravel roads, and they consume a lot of gravel. The real value is their fracing sand. He is sure there is more upside to come. It will be volatile as it is an undeveloped resource play.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
PAST TOP PICK ACD-T Accord Financial Market Call (BNN TV) 2014-07-23 $9.450

(A Top Pick July 26/13. Up 18.07%.) A niche lender to small businesses. Very, very well run. They raise their dividend almost every year. Insiders own piles of stock. Very conservative. They are finding new ways to grow the bottom line. Have lots of capital, which is all deployed. Expects earnings will continue to move up.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-07-23 $74.530

Consolidating the car dealership industry. Superbly run. Has been a fantastic performer. Had a pullback because they did a financing, and will probably drift around here for a while, until the market adjusts. Over time there is still a lot of room for this to grow. Not a cheap stock. Thinks it is trading at 40X trailing earnings. You are probably okay to own this. Has a good future.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
TOP PICK AIG-N American International Group Market Call (BNN TV) 2014-07-23 $55.020

Has done really well, but feels there is more room to go. At some point big institutions will come around and re-enter the stock. Trades at a big discount to Book. It could be liquidated today, and give every shareholder almost $70 a share. Should give you a decent return, not a huge one, but maybe 15%-20%. Yield of 0.91%.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
SPECULATIVE BUY ALP-X Alabama Graphite Corp Market Call (BNN TV) 2014-07-23 $0.180

This is very small and speculative. Graphite is used in batteries from cell phones to Tesla cars. Tesla is building a giga-factory, and will be a huge buyer of graphite. The demand side looks good. Supply tends to come from China, and they are shutting down mines and putting export taxes on production. You want to make sure that the graphite play has a chance of becoming a mine. If you are interested in speculating on a resource name, he likes this one.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
COMMENT AMT-N American Tower Market Call Tonight (BNN TV) 2014-07-23 $92.960

Very, very simple business. Just grabbing revenue in. The only thing he would be slightly worried about is if interest rates start to move higher. Most people will own this for the potential for yield. This is considered a REIT, so if it is part of that area, this is one that will be sold off if interest rates increase.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-07-23 $15.520

Likes the US financial space in general. Valuations are below long-term averages. Has been beaten up a little with regulatory issues and low interest rates, but those will change. Hopefully, next year, the regulatory issues will be less and interest rates will be higher. The economy should have picked up even more so. He prefers Citigroup (C-N) and J.P. Morgan (JPM-N). (See Top Picks.)

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-07-23 $49.820

Just announced a privatization deal with Bell Alliant (BA-T). Thinks this is good that they are taking some of their assets and consolidating them. He owns this mainly for its dividend play. Wireless is the way to go, and the growth engine for things. If you are a Bell Alliant shareholder, he would recommend taking the cash unless there are some capital gains complications.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
COMMENT CAT-N Caterpillar Market Call Tonight (BNN TV) 2014-07-23 $108.380

We may start to see a pickup with the general economy, but doesn’t think you will see the moves in this like we saw going back several years, when China was busy building roads and highways, etc. Not sure this will move as quickly as it might have, during the development of China. Not expensive, but doesn’t show up in his radar to own.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
DON'T BUY CMG-N Chipotle Mexican Grill Market Call Tonight (BNN TV) 2014-07-23 $661.270

There is a lot of momentum behind the stock. Trading at 42X forward earnings, which is pretty expensive. Growth rate is 20%, so you are paying 2X PEG ratio.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-07-23 $74.000

Likes the rail space. Canadian Pacific (CP-T) looks a little bit cheaper on a growth to the PE metric. It makes a lot of sense to own these types of names.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Unknown View
TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-23 $45.290

Has pulled back recently, so it’s a good time to add more shares. Feels energy prices will remain pretty firm. They just announced production guidance for 2014 that it is going to be higher. Will probably sustain their current levels based on economic movements and economic recovery, especially with geopolitical problems happening globally. 6.1% yield.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
PAST TOP PICK CXS-T Counsel Corporation Market Call (BNN TV) 2014-07-23 $1.960

(A Top Pick July 26/13. Up 5.55%.) A special dividend was paid out in April. This has been a frustrating ride. It has been volatile and difficult to understand, because of all the non-core assets. Their mortgage business is superb and a market leader, and now reaching the stage of renewals, which should give higher margins.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
BUY DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-07-23 $89.770

This was a name that had seemed expensive, but the earnings just crept higher, and they have done extremely, extremely well. Earnings moved up faster than the price and the PEG ratio is at 1. It has moved down to near the 50 day moving average, and he would be comfortable owning it.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
PAST TOP PICK E-T Enterprise Group Market Call (BNN TV) 2014-07-23 $0.960

(A Top Pick July 26/13. Up 20.51%.) Oilfield services. Have done a bang up job of acquiring lots of companies. Have been very good at raising money. At this point they have to digest, and prove to investors that all the stuff they’ve put together, they can make it work in a better way. If they can, they’ve got a very bright future. A lot of money is being spent in Alberta right now, and LNG is looking more and more real every day. They have nice little niche businesses that have high margins and are very unique, so demand should be high.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
COMMENT EFN-T Element Financial Market Call (BNN TV) 2014-07-23 $14.650

Owner is very sharp, and has done this before. Had some stumbles, but sold for a nice gain. He is a good promoter of his stock. Not cheap, but people who got in early are doing well. Pretty impressive chart. He would prefer owning Accord Financial (ACD-T).

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY EMC-N EMC Corp Market Call Tonight (BNN TV) 2014-07-23 $28.750

Storage in Cloud is the future, and this is a great name. PEG ratio is at 1.2, so you are not paying social media type of valuations. This should do well.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2014-07-23 $54.340

Yield of about 2.6%. If and when interest-rates start moving up, will investors start turning away from companies like this? If you own, hang onto it for the time being. Yield might grow by about 8%, which is not bad, but not a huge move going forward.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2014-07-23 $71.290

Twitter (TWTR-N) or Facebook (FB-N)? Feels that the social media names have stretched valuations. It’s such a new phenomenon; it is hard to tell where the earnings are going to come and how they are going to monetize things. This one is in the 3rd inning where Twitter is only in the 1st inning. This one is getting its earnings going, and valuations look a little bit better. Earnings were strong today on the mobile side, and they are executing well. This would be his choice over the two. Neither of these fit the profile of his portfolios.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
COMMENT FRC-N First Republic Bank Market Call (BNN TV) 2014-07-23 $46.040

Doesn’t know this bank well, but obviously the US banking sector is in rebound mode. To the extent that this bank is participating in that, you are probably going to be okay. Very attractive looking chart. The recent drop is probably a temporary thing.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
DON'T BUY G-T Goldcorp Inc Market Call Tonight (BNN TV) 2014-07-23 $29.430

He doesn’t own any gold. This is probably one of the better run companies in Canada. With some of the curbs on imports in India, that might be a bearish case on gold. China is the largest consumer of gold, and data recently showed that Chinese demand was down 18%. Also, as the Fed continues to taper, interest rates should be rising higher.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
BUY GE-N General Electric Market Call Tonight (BNN TV) 2014-07-23 $25.910

Likes the industrial space in general for the economic pick up. Companies that are in the turbine and power generation space would do quite well. Trading at 14X earnings with probably a 10% earnings growth rate.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
WATCH GRC-X Grenville Strategic Royalty Market Call (BNN TV) 2014-07-23 $0.690

This has come onto his radar very recently. These companies buy royalties, not oil and gas or gold. You can do quite well with this if you pay the right price and get the right return. Management seems to be very experienced, which is important. They don’t have a lot of track record.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
BUY on WEAKNESS HAL-N Halliburton Co Market Call Tonight (BNN TV) 2014-07-23 $74.020

Likes this and the energy services space a lot. In this part of the cycle, especially when the energy sector is moving up, these service companies are the ones that are most leveraged and tend to do well. This is a great one to own. Pretty cheap relative to the rest of the market. Looking for a 5%-10% pullback.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
DON'T BUY HCLP-N Hi-Crush Partners LP Market Call (BNN TV) 2014-07-23 $68.000

Produce and sell frac sand and cash flows are amazing. Had recommended this in 2012 at around $21 and the stock started immediately to drift down. They announced a loss of a contract, which hurt their credibility, so he sold his holdings. At this point, he thinks you have missed it.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
BUY HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2014-07-23 $5.180

Used to own it, and regrets selling it. Thinks it has legs and is a turnaround story. Have some international operations that could kick in, in a big way. Well run. Strong management team. Valuation is reasonable. Decent dividend.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
TOP PICK ITP-T Intertape Polymer Group Market Call (BNN TV) 2014-07-23 $14.010

Rode the turnaround from $1.30 to $16 and sold his holdings. Stock got weak and went down to $13 or lower. They took their cash flow and increased the dividend by 50%. A conservative board and they wouldn’t have done that unless they were super confident about the future. Also, announced a share buyback of 2 million shares. This goes from being a turnaround story to a dividend story. Thinks that the last legs of the turnaround will produce enough cash to increase the dividend another 50% or more over the next couple of years. Stable, safe and well run.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
WATCH JE-T Just Energy Group Market Call (BNN TV) 2014-07-23 $5.910

Noticed there is some insider buying going on, and savvy investors have been picking up shares. Wondering if there isn’t something here. Very hard to understand their balance sheet because they use a lot of derivatives. He is going to watch the stock price. If you see it moving up, you are probably going to be okay. Cautiously optimistic.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-07-23 $59.000

(A Top Pick July 10/13. Up 10.55%.) A very well run business. Trading at around 1X Book Value, so there is still a valuation discount here.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
TOP PICK KORS-N Michael Kors Holdings Market Call Tonight (BNN TV) 2014-07-23 $81.710

Weakness is due to the assumption that inventories have been growing a bit more, and there has been a little bit more sale product going on than normal. He feels these are just normal ways of business. The recent drop presents a pretty good buying opportunity. Trading at 20X PE with a 20%+ growth rate. Assuming the growth rate continues, this has a PEG ratio below 1. They’ll continue to gain market share. They have products that are more value oriented and more for high-end. 72% of their revenues come from the US, so there is lots of opportunity going into the international markets like Europe and Japan. Also, e-commerce is an opportunity for them going forward.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
HOLD LOY-X Loyalist Group Limited Market Call (BNN TV) 2014-07-23 $0.465

Made a lot of acquisitions lately, and he wants to see the earnings power of the company. Revenues are there, but he wants to know where profitability comes in. Have talked about lodging students, but this doesn’t seem to be a priority in the short term.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
HOLD MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2014-07-23 $31.740

Sell and move into another telco? Because the yield is quite a bit higher than the other names, you should hang on to this. Some sort of consolidation in the space, could be there.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Unknown View
TOP PICK NBG-N National Bank of Greece SA Market Call (BNN TV) 2014-07-23 $3.340

Like all European banks, they have gone through a very rough time. Thinks that the balance sheet repair job is done. Didn’t have to, but was forced to raise a lot of equity which hurt the stock price. Feels the balance sheet is in good shape. Have lots of excess capital. Owns a lot of government bonds, which are going up in value. Now it is just a question of a turnaround in the economy in Greece.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
COMMENT NXX-X Nordex Explosives Market Call (BNN TV) 2014-07-23 $0.415

Hadn’t worked out as he had hoped. The business has gotten better. Big increase in sales, and profitability is coming back. However, the stock just does nothing. $8 million market cap and $20 million in sales, so it doesn’t look expensive. Have an ambitious growth plan and they need to raise money. When you need to raise money, people don’t buy stock which is probably keeping a thumb on the stock price. Management has said they will not do a cheap financing, but sometimes they don’t have a choice.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
COMMENT OLY-T Olympia Financial Group Market Call (BNN TV) 2014-07-23 $37.250

Very well run, kind of niche financial company. Very sharp management that knows how to make money. They paid a dividend, which may explain the drop in the share price. Not a huge growth business, but pays a regular dividend of around 7%. If you are looking for income, you are well served.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
DON'T BUY ORT-T Orbite Aluminae Market Call (BNN TV) 2014-07-23 $0.530

Never really liked this. Has been a winner for some people if they get in and out at the right time. Not sure that their technology works.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
HOLD PBH-T Premium Brands Holdings Corp Market Call (BNN TV) 2014-07-23 $21.300

Recently went to a Hold on it because of all the talk on food inflation, and it is tough for them to pass costs on to their customers. They may have passed this point, so he is going to have to revisit it. Great business and really well run.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
HOLD PHM-N Pulte Homes Inc Market Call Tonight (BNN TV) 2014-07-23 $19.840

Largest homebuilder in the US. If you own, continue to hold because he feels the US housing recovery has just taken a bit of a pause. He has seen some numbers recently that are a little bit better. He can foresee even better numbers going forward as the economy picks up.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2014-07-23 $0.320

This has been a good stock for him, and is starting to move now. Very well run. On the M&A side, they are rolling up a bunch of annuity type businesses in the healthcare space. Have lots cash, and are doing some financing. He could see this north of $0.45 by year end, and possibly higher. You have higher earnings, but you also get higher multiples as they get bigger, and more institutions are able to buy stock.

$0.45 in 6 months Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
COMMENT QST-X Questor technology Market Call (BNN TV) 2014-07-23 $3.480

Have technology that works with gas flares. Doesn’t know where they are at in their evolution. If they are there, they are probably going to do well. Stock price has increased pretty heavily, and you have to ask yourself if the business has increased in value that much.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
COMMENT RAI-N ReynoldsAmerican Inc. Market Call (BNN TV) 2014-07-23 $57.160

Acquired Lorrilard tobacco, which was big in vapour sticks. Thinks there is money to be made here.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
STRONG BUY SCR-X The Score Inc. Market Call (BNN TV) 2014-07-23 $0.350

Loves this stock. Was a Top Pick recently. Super impressed by what they are doing. Apps is where the money is right now. People are using them more and more, and advertisers understand this. This is #2 globally after ESPN, so they have very good market share. They don’t have profits, they have revenue. Cheap stock.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
PARTIAL SELL SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2014-07-23 $56.420

Hit a rough patch awhile ago with a bribery scandal. Not a super risky company. They own a part of Highway 407, and they had really strong numbers from this. If you own, consider taking some profits.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
PAST TOP PICK T-T Telus Corp Market Call Tonight (BNN TV) 2014-07-23 $38.050

(A Top Pick July 10/13. Up 25.86%.) 4% yield, and the expected dividend growth is quite high. Still likes and it would be a Buy at this time.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
PAST TOP PICK TBF-N ProSh Short 20+Yr Treas ETF Market Call Tonight (BNN TV) 2014-07-23 $28.280

(A Top Pick July 10/13. Down 12.85%.) Interest rates will normalize. The Fed is tapering their program right now, so there will be less buying of bonds, which means that interest rates should eventually move higher.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-07-23 $25.620

When he looks at the resource space, he is looking at energy before looking at base metals. Some of these names have moved forward a bit, but this one has kind of meandered along and hasn’t done so well. Also, China is not gobbling up resources like it was 10-12 years ago.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Unknown View
COMMENT TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2014-07-23 $37.750

Twitter (TWTR-N) or Facebook (FB-N)? Feels the social media names, including this one, have stretched valuations. It’s such a new phenomenon; it is hard to tell where the earnings are going to come and how they are going to monetize things. Facebook is in the 3rd inning where this one is only in the 1st inning. Neither of these fit the profile of his portfolios.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
BUY UTX-N United Technologies Market Call Tonight (BNN TV) 2014-07-23 $109.730

When things are happening in the economy, things like this will do well. Trading at 15X forward earnings with a 10% long-term growth rate. You are not paying a lot, but the earnings will pick up. Pretty decent value here.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
COMMENT VCM-T Vecima Networks Inc. Market Call (BNN TV) 2014-07-23 $7.710

Their core business is Network Equipment for cable companies. The family that controls it are very entrepreneurial, and do a lot of interesting things at the margin. They are now building their cash up again. Outside of their core business, they have a couple of other sidelines, including a fleet management business and rural Internet service provider. Expects that both of these will be sold, adding even more to their cash. Expects they could pay out a special cash dividend of $3-$4 in the next couple of years.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
TOP PICK XLF-N SPDR Financial E.T.F. Market Call Tonight (BNN TV) 2014-07-23 $22.970

Banks have really under-performed versus the S&P 500. This is due to regulation issues out there and interest rates remaining lower than expected. On valuation you are looking at 1.35X Book Value compared to the TSX financial sector at 1.85X. With the strengthening US economy, a recovering housing market, lower loan loss provisions and better credit issues, this should do quite well.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC Yes View
COMMENT XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2014-07-23 $39.800

He really likes the tech space, especially if you look at some of the old guard tech names such as Microsoft and Intel which are hitting multi-year highs. This includes some Apple (AAPL-Q), Google (GOOG-Q) as well as some telecom, so it is not a pure technology play. Tech is actually cheaper than where it should be. These guys are the most cash-rich companies out there.

Stan Wong NORTH AMERICAN & ETFs OPTIMISTIC No View
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
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