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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
  
TOP PICK 0168-HK Tsingtao Brewery Co. Market Call (BNN TV) 2014-09-29 $0.000

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
TOP PICK 1044-HK Hengan International (HEGIY.PK) Market Call (BNN TV) 2014-09-29 $0.000

Napkin/tissue business.  As people move to Chinese cities, they start using these products.  This one is out of favour, but there is growth.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Markets.  Sell off in Hong Kong weighs on other world markets.  They hear news, sell and ask questions later.  Last week had the biggest tick in volatility this year.  But September is the worst month seasonally.  The Russell is Down, but the S&P is up so money is rotating into the large caps.  The longer term things are starting to rebalance their portfolios.  July had the lowest VIX of the year, but it spiked recently.  20% of US citizens are on food stamps, so the economy is not fixed.  He thinks if the Fed were to try to raise interest rates next year the economy could collapse.  The unemployment rate has come down because people drop out of the work force.  Jobs are almost all in the fracking process.  The employment rate has gone up proportionate to the population growth.  You should rebalance into something that allows to still sleep at night. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

REITs.  A great place for dividends.  They are linked to interest rate sensitivity.  If the risk of trade is there, everything interest rate sensitive will come off.  Thinks there is a 5-7% downside before the next area of support.  Prefers preferreds.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Canadian Dollar.  Caller says gov’t wants it to drop to $0.85.  The government does not have a policy of having a weaker dollar.  He thinks the dollar will in fact get weaker.  He suggests buying a money market ETF to play this.  You could buy anything with very low volatility and hold it in US$.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Gold vs Oil as an investment for 3 to 4 months.    He does not know if one is better than the other and you have to be diversified.  Get into the gold sector at an $1175 gold price.  If crude oil futures drop below $90 and we get another 5% down on the energy sector, then that is when you want to step in there.  He likes both sectors.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Educational Segment.  Sleep at Night Factor.  You need to take the risk down at times, but if you go to cash and markets go up then you miss out.  He wants to take money out of the banking sector and get it into the energy sector and get the same dividend yield.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-29 $0.020

Markets.  He is looking for a good correction.  He would be happy with a 10% correction.  Valuations were getting out of whack.  He could not find anything in North America he wanted to buy.  There had been internal corrections going on in small and mid caps.  In the US an equal weighted index had been declining before the S&P.  Now the whole market is correcting.  A correction can take 6 to 10 weeks so it could keep going.  This correction is based on valuation, rather than on anything bad.

Norman Levine NORTH AMERICAN - LARGE BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-29 $0.020

Markets.  He is seeing buying opportunities now in small cap growth.  This is where the market has left behind these.  Some are 2012 stories and the market doesn’t want anything to do with them.  The industrial exporters should be benefiting from a weakening Canadian dollar.  Today he noticed the VIX spiking at 16-17.  Every time it hits the 200 week average it usually falls and this time it kept going and the markets rallied off it.  Thinks there are people that are off side and are willing to plug their nose and get in.  Seasonally this is the best time to be in stocks.  This is the best time to get in, typically.  After the first two weeks in October you usually get the best returns.  He sticks to Canada for small caps because he knows management teams better.  Investors still need to be careful this time of year.  If we do rally from here it will not be a repeat rally of what we saw from the beginning of the year.  We saw strong commodity prices and falling interest rates.  Interest rates have now bottomed and commodity prices have fallen so this is a different playbook.  He recommends non-commodity, industrials, technology and anything that benefits from a strong US dollar revenue base and a weak Canadian dollar expense base.  Stay away from consumer, and commodities in Canada.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH _N/A View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2014-09-29 $100.110

Steve Jobs was the heart and soul so when he died it did not remain the same company.

Norman Levine NORTH AMERICAN - LARGE BEARISH No View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2014-09-29 $100.110

Double Dutch Irish tax scheme.  It allows them to shelter their revenues through Ireland.  If the worst came to the worst they might have to restructure.  He would not get too shaken out on the stock based on this.  His problem is that most of their business is the iPhone.  It is very fat for them.  He does not see them growing around the world from here.  He also sees competition from guys with razor thin margins.  Everything they are doing speaks for consumerism and not technology.  If they continue to raise their dividend the stock could still work.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Unknown View
PAST TOP PICK AMTD-N TD Ameritrade Holding Market Call Tonight (BNN TV) 2014-09-29 $33.430

(Top Pick Oct 1/13, Up 30.04%) He is back into it.  It is one of the larger positions.  He got out last February and then got back in. 

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-09-29 $17.890

Still growing between 30-50% on the top line.  They have more organic growth than he usually sees in the Canadian space.  You are getting it really cheap here. 

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2014-09-29 $17.010

He is much more positive on US banks than Canadian.  It is a fine bank, but has a securities division and he is not big on those.  The SEC is looking into a possible misstatement of the amount of capital that they have.

Norman Levine NORTH AMERICAN - LARGE BEARISH No View
PAST TOP PICK BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-09-29 $3.740

(Top Pick Oct 1/13, Down 20.55%) He got out in January.  It was when management pushed out the ‘C’ series again.  If you own it then stick with it because he is looking at buying it again.  Has a sense that there is clear sailing on the ‘C’ series from here.  Thinks the stock will have a multiple expansion when ‘C’ series is done.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
TOP PICK BCE-T BCE Inc. Market Call (BNN TV) 2014-09-29 $48.430

A defensive stock in a declining market and should hold up well here.  5%+ yield that grows on a regular basis.  BA-T being taken on will sustain their cash flow.  It is a good time to own this one.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2014-09-29 $69.180

(Top Pick Sep 3/13, Up 22.49%) The only Canadian bank he owns.  Would rather own other things outside of Canada.  BNS-T has the most outside of Canada and that is why he owns it.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
DON'T BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-09-29 $69.180

He is not positive on Canadian banks in general and this one in particular.  The problem is that in Canada we went through a mild recession in 2008 and so the consumer has been on this wave of spending and a wealth effect to their portfolio.  The debt to income level is now about 160% and that is frightening.  You need to proceed with a lot of caution.  He prefers US banks.  40% of BNS is international, but it is more toward South America and emerging markets and he is not that positive on that space either.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
SELL BTO-T B2Gold Corp. Market Call (BNN TV) 2014-09-29 $2.290

See comments today on YRI-T which are magnified for this one.  He would run from this one, not walk.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
SELL CAE-T CAE Inc Market Call (BNN TV) 2014-09-29 $13.360

(Market Call Minute) It’s promising, but never comes through.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
BUY CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-09-29 $13.360

Likes it.  They have a very good business model that will work really well in the current environment.  Simulators.  There is a very good aerospace cycle going on.  This should propel them to do a lot better here.  It is a perfect setup here.  Management has a new sense of religion about returning capital to shareholders through dividends.  It is a good deal at these levels.  Hang in for a couple of years.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
DON'T BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2014-09-29 $100.400

(Market Call Minute) It is the most domestic of the banks and he is down on domestic banking.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
BUY on WEAKNESS CPG-T Crescent Point Energy Corp Berman's Call 2014-09-29 $40.340

Fine company and good dividend payer.  We had this correction.  You have a head and shoulders developing right now.  He thinks it might go a dollar lower before turning around. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-09-29 $40.340

Holds it for income clients.  The dividend is healthy and safe.  The price of oil is vulnerable so it is just a hold here.  He is not a fan of the fact that they are a serial acquirer and issuer of stock.  They took a break in that and so now feels better about it.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
BUY CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-09-29 $25.120

Has been a company that has woken up to the fact that they are no longer a growth company.  They will grow in line with GDP growth.  They transformed the business model to a slower growth model so more cash comes to the surface. 

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Unknown View
BUY CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2014-09-29 $20.840

Always favourable toward the ‘sin’ stocks.  A good company, a defensive stock.  It grows and the dividend is safe.

Norman Levine NORTH AMERICAN - LARGE BEARISH No View
DON'T BUY DF-N Dean Foods Market Call (BNN TV) 2014-09-29 $13.170

(Market Call Minute) They spun out the growth part.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
BUY DHX-T DHX Media Market Call Tonight (BNN TV) 2014-09-29 $8.580

Management knows the space very well and are going around the broadcasters and getting advertising revenue.  Good business model and unique in Canada, capturing revenues outside of Canada.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Unknown View
BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2014-09-29 $88.830

He has Comcast (CMCSA-O).  They are all good companies.  He likes DIS-N.  They suffer from ABC network a bit, but their position in live sports is fantastic.  DIS-N is a little richer in content than the other providers.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2014-09-29 $24.060

They are buying an American oil company that is big in liquids.  They had previously been talked out of LNG and now they are back into it.  This is a sign of a poorly managed company.  Prefers SU-T.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
DON'T BUY EMP.A-T Empire Company (A) Market Call (BNN TV) 2014-09-29 $76.770

Not a big fan of food retailers because there is just too much competition in food retailing.  Wal-Mart is continuing to expand and then there is Target.  L-T with the acquisition of Shoppers is the only one he would consider.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
STRONG BUY ESN-T Essential Energy Services Ltd. Market Call (BNN TV) 2014-09-29 $2.480

Considered it as a top pick today.  It was hurt by bad weather.  Thinks it will be pretty good for the rest of the year.  Good balance sheet and safe dividend. 

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
HOLD ETN-N Eaton Corp. Market Call Tonight (BNN TV) 2014-09-29 $64.690

They are into heavy trucks.  It is a capital intensive space.  He would stick with it.  There are lots of good industrials in Canada, but in terms of US industrials it is a pretty good company. 

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Unknown View
DON'T BUY FLR-N Fluor Corp. Market Call (BNN TV) 2014-09-29 $67.370

Is generally in favour of engineering stocks because the world is way behind on infrastructure.  Prefers SNC-T as the stock turns around.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
PAST TOP PICK GLW-N Corning Inc Market Call (BNN TV) 2014-09-29 $19.550

(Top Pick Sep 3/13, Up 43.66%) Gorilla glass is only one part. They are big in fiber optics.  LCD screens are doing well again as they don’t last as long as the old fashion ones did.  Dividend grew 3 times in the last year.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-09-29 $587.810

One of the better large cap tech companies you can own.  Very innovative suite of products.  Always thinking about trying to do something new.  The problem he sees is that search has been displaced by banners.  Social media has come on and moved into their space and taken advertising dollars away.  He likes their business model, but it may not be the go-go stock it once was.  You will get better than average growth and you are not paying a lot for it.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Unknown View
BUY GSK-N Glaxosmithkline PLC Market Call Tonight (BNN TV) 2014-09-29 $46.290

He likes the space.  It is a growth industry and has been growing well.  You are starting to see new drug development.  Pharmas have their expenses under control.  If you have a couple of pharmas then stick with them.  This is a very good name.  XPH-N is an ETF in this space you could use instead.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
TOP PICK IGM-T IGM Financial Inc. Market Call Tonight (BNN TV) 2014-09-29 $48.450

Attractive 4.5% dividend yield.  Business model has fat margins.  It came from 20% overvalued to 5% undervalued.  There is concern there will be a dramatic change once they reformat their statements. 

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-09-29 $60.330

Positive M&A cycle, positive capital markets cycle.  Companies are trying to transform themselves through the investment banking side using high yield and equity markets to do it.  These guys are well placed to do it.  It is not very expensive.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
HOLD KEY-T Keyera Corp Market Call (BNN TV) 2014-09-29 $88.710

Has gone down so much because of the quest for yield causing it to get overdone.  The dividend is safe and will probably continue to grow.  Don’t buy it here.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
BUY MAL-T Magellan Aerospa Market Call Tonight (BNN TV) 2014-09-29 $11.480

He likes it and has recommended it on BNN.  The multiple has not yet caught up to how good the story is.  It is growing its earnings at about 15%.  Canadian dollar revenues and US$ expenses with margin expansion and they are delevering their balance sheet.  Thinks you will see better dividends, share buybacks and growth next year as well as a multiple expansion.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
DON'T BUY MBT-T Manitoba Telecom Services Market Call (BNN TV) 2014-09-29 $29.230

It is a potential takeover target, but he does not buy a stock just because of that. They have been trying to sell Allstream for years.  BCE-T or even T-T would be preferred.

Norman Levine NORTH AMERICAN - LARGE BEARISH No View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-09-29 $21.630

Would prefer SLF-T.  This one was over leveraged at the wrong time toward stocks in 2007/8.  They are now deleveraging themselves against interest rates at the wrong time.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
DON'T BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-09-29 $110.140

The outlook for auto sales is good.  The stocks were priced for perfection and are now leading the market down.  Wait until it bottoms.  Take some profits if you are short term.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2014-09-29 $34.500

Earnings out last week were good and they beat nicely.  This is a stock you want to put away for a couple of years.  It had a nice recovery.  The memory space had a wave of consolidation so there are not many players left and there is a return to the PC cycle.  Computers are more intense users of memory than cell phones and tablets.  They have great margins and good revenue momentum.  A very good space.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
DON'T BUY NBD-T Norbord Inc. Market Call (BNN TV) 2014-09-29 $23.250

(Market Call Minute) Prefers Lumber stocks.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
PAST TOP PICK NPR.UN-T Northern Property REIT Market Call (BNN TV) 2014-09-29 $28.050

(Top Pick Sep 3/13, Up 12.04%) Trades at a discount to others and payout ratio is low.  They sold their seniors residence business.  Still likes it.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
HOLD PFE-N Pfizer Inc Market Call (BNN TV) 2014-09-29 $29.770

He is not in love with them.  He likes the research pipeline.  He may liquidate it down the road.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
BUY POW-T Power Corp Market Call Tonight (BNN TV) 2014-09-29 $30.990

Great West Life and Investors Group are the two main assets of Power Corp and Power Financial. He likes both.  15-20% of POW-T’s assets are different than PWF-T’s.  Likes both of them.  POW-T is perhaps a little more diversified.  They have a very good dividend that is very defendable.  They both trade at a discount to NAV.  For a long term hold, this is a great stock to just clip the coupon and it should grow 5-8% in terms of earnings growth.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Unknown View
WEAK BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2014-09-29 $40.230

This is his remaining exposure to oil sands.  As much as environmentalists are trying to shut down additional pipeline, he feels oil will go out via other means.  Don’t have a huge position.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
PAST TOP PICK SVC-T Sandvine Corp. Market Call Tonight (BNN TV) 2014-09-29 $2.840

(Top Pick Oct 1/13, Up 31.48%) They had a pre-announcement earlier this year and the market did not take kindly to it.  The space has been very difficult.  He bought more of it last week.  Stick with it.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
SELL TA-T Transalta Corp Market Call (BNN TV) 2014-09-29 $11.730

People own utility stocks because they are safe and defensive.  This one is the opposite.  It is a troubled utility stock where the dividend has been cut and may get so again.  The balance sheet is not good and may get downgraded by ratings agencies.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-09-29 $21.080

A lot of insider buying recently.  It has not been a winner for him yet.  He was attracted because the balance sheet seemed pretty stable and the dividend safe.  Their main products longer term were positive.  In the near term commodities seem to be going down as the US$ goes up.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
HOLD TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2014-09-29 $7.600

Real estate company but holding it in Texas.  Do a pretty good job of investing mostly in the US.  It is a pretty good place to invest.  You should hold this one.  If it fell off it would be a pretty good stock to buy.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
WEAK BUY TD-T Toronto Dominion Market Call (BNN TV) 2014-09-29 $54.910

If he was going to own a bank other than BNS-T in Canada, it would probably be this one, but he would prefer to go to the US and get one there directly.  This one is fine if you are a longer term investor.

Norman Levine NORTH AMERICAN - LARGE BEARISH No View
BUY on WEAKNESS TDG-T Trinidad Drilling Ltd Berman's Call 2014-09-29 $8.590

The energy sector looks to be of value right now relative to the other sectors on the TSX.  There may be a little more downside.  This one is interesting to him and it is a fine company. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WAIT TSLA-Q Tesla Motors Inc Berman's Call 2014-09-29 $245.260

Time will tell if this is affordable for the masses.  If they could come down to $50k for the price of their vehicles, then it would appeal to the masses.  In 20 years the world will look a lot different in terms of cars.  The stock will have to go down another 10% still.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY TSLA-Q Tesla Motors Inc Market Call (BNN TV) 2014-09-29 $245.260

He could not look at this one because it does not earn any money.  It is a headline and momentum stock.  There is no way a value investor could consider owning this one.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
DON'T BUY VALE-N Vale S.A. Market Call (BNN TV) 2014-09-29 $10.870

(Market Call Minute) Iron ore prices are down and he is uncertain what is going on with the Brazilian government.

Norman Levine NORTH AMERICAN - LARGE BEARISH Unknown View
BUY VCM-T Vecima Networks Inc. Market Call Tonight (BNN TV) 2014-09-29 $8.200

Used to own it.  A very well run Canadian tech company that are leaders in their space.  Allow multiplexing of cable networks into hotels and apartment buildings and the only ones who do this technology really well.  They have a good grasp of their costs.  Expects it to be eventually be sold.  You can own it here.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
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