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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) 2014-09-16 $0.020

Markets. Thinks valuations are rich when looking at the PE’s, certainly in the US where it is 19.5 on the S&P and 23-24 for NASDAQ. Earnings growth has been okay, but nothing special. The moves that we have seen in the market over the last year have effectively been valuations being more highly rated or investors being willing to more highly value the earnings. He thinks it is vulnerable. If there were any likelihood of interest rates going much higher, people would start to draw in their horns. Doesn’t expect the Fed will drop interest rates at this time. What they have been doing is taking the $10 billion out of the QE4, and we are pretty close to taking all stimulus out.

Expects much higher volatility, especially given the record levels of margin debt, high valuations and the time of the year. It is amazing, with the geopolitical uncertainty, that the markets keep going. A pretty good time to take some of your profits.

Gavin Graham GLOBAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-16 $0.020

US banks? Has never been a big fan of US banks, because they did much worse than Canadian banks. Most of them cut their dividends and have the weight of the government regulation bearing down on them as well as enormous fines. Of them, Wells Fargo (WFC-N) has been consistently the best run. If you have to buy one, buy Wells Fargo.

Gavin Graham GLOBAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-16 $0.020

Markets. He has always had quite a bit of cash in his portfolios and it hasn’t hurt his results. Has been able to find some pretty decently valued companies. The overall domestic situation in the US is quite good and there is pretty decent economic growth. They may raise interest rates, but they are not going to start raising them dramatically. It is going to be very data dependent. The businesses he does own, he is quite optimistic about and there are good things to happen. There are probably some constituents in the Federal Reserve that would like to start taking a more hawkish stance, particularly just to maintain their credibility. The Fed is on a trajectory and will stop tapering at the end of October. At some time they will start raising interest rates, but it doesn’t mean they will start raising rates in January. The numbers are good, but there are still lots of warning clouds on the horizon, growth is still very modest and is likely to decelerate again after we’ve had a build up after very weak winter and spring numbers. Problems in Europe are also a bit of a drag. We are not going to see any huge inflationary pressures. There is no reason for the Fed to go and stomp on economic activity that they have tried so hard to foster.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-16 $0.020

Cash. How much should a retiree have in their portfolio? He is running little bit higher than 15%. Somewhere between 15% and 20% feels right to him. It puts you in a position of confidence when the market corrects and they start to sell off. Also, if you have cash, make it US$’s. He is positive on the US$.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH _N/A View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2014-09-16 $100.860

Thinks the new watch is going to be amazing because he thinks it is going to be part of the whole point of sale transaction. It’s on your body and the biometrics is going to work and will just scan your watch when you walk out of the store. Feels the company is transforming the whole shopping experience. The ApplePay is a really, really big deal and the watch is going to sync with that.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY AC.B-T Air Canada (B) Market Call (BNN TV) 2014-09-16 $8.960

(Market Call Minute.) This is the end of an economic expansion, but it still has a high cost structure. If you want to be in a Canadian airline, be in Westjet (WJA-T).

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-09-16 $66.910

Have done some big deals and have made some pretty substantial acquisitions and have grown very rapidly. There is nothing that says you can’t combine car dealerships and get efficiencies, but he is really concerned about the Canadian consumer, which has a lot of instalment debt and a lot of mortgage debt. Car loans are very, very expensive. At this stage of the cycle and with Canadian economic situation being as tenuous as it is, he would not want to own a company selling cars with the majority of the people relying on debt. There have been discussions that the CEO may buy the land with the dealership going to the company to help finance things. He doesn’t like it when interests are not aligned with shareholders.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY ATP-T Atlantic Power Corp. Market Call (BNN TV) 2014-09-16 $2.810

They have slashed the payout and are now trying to sell themselves. The stock price has just plummeted. This is the problem with these former income trusts with very high payout ratios. In the end you have to ask is it well covered and what is the percentage that is being paid out.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY BX-N Blackstone Group LP Market Call (BNN TV) 2014-09-16 $32.500

Private equity companies are enormously profitable and really cheap because the difficulty is that it is really “deal flow” (?) for them. They cash in on some of their private equities. When you have a strong market like we have had over the last couple of years, you can float stuff off. There have been a raft of IPOs at very good valuations, and the private equity guys have been raking in even more, which is why they are at low valuations. This is probably not the right time to be in any of them.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2014-09-16 $21.040

Still way below where it was back in 2010-2011. This is a reasonable entry point, if you believe uranium prices are going to remain at this higher level. They also might finally get some growth in production bringing on its new mines.

Gavin Graham GLOBAL CAUTIOUS Unknown View
TOP PICK CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2014-09-16 $24.610

This is the content part of the Shaw family of companies. Children’s and women’s programming. Stock price hasn’t done a great deal in the last year. Raises its dividend consistently, and has bought a couple of French language channels in a couple of radio stations. It is now the 2nd largest French language producer of content. Trading at around 12X this year’s earnings. Yield of 4.43%.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-09-16 $45.740

This, along with Suncor (SU-T) are probably the 2 premier energy stocks. Has done well this year, but has been peaking out in the last year. The cyclicality is such that this is the right time of the year.

Gavin Graham GLOBAL CAUTIOUS Unknown View
BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2014-09-16 $80.720

(Market Call Minute.) Yield of about 1.3%, but it keeps making its dividend and the stock price does really well. Really well-run.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-09-16 $80.720

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He thinks both of these look a little bit rich as compared to other transportation companies. If he was in the sector, it would be something like FedEx (FDX-N) or UPS (UPS-N).

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-09-16 $225.960

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He thinks both of these look a little bit rich as compared to other transportation companies. If he was in the sector, it would be something like FedEx (FDX-N) or UPS (UPS-N). Hunter Harrison seems to have done a phenomenal job of turning this around and is saying there is still a lot of operating leverage to take place, so if you have to pick one, he would probably go with this one.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK CPA-N Copa Holdings Market Call (BNN TV) 2014-09-16 $116.620

(A Top Pick Sept 13/13. Down 13.45%.) Panamanian airline, the largest in Latin America. Very well run. Growth has been slower because of the Venezuelan situation. Still likes.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-09-16 $42.360

They have done a great job of executing. They have sold so much equity and it is owned by so many retail investors and portfolio managers that they need to go and find some new investors. They also need to say to Canadian dealers who have made a killing selling new issues for them, “We’re going to the US and hire Merrill Lynch and find some new investors.”. These deals are just too big. Company has done a great job of executing, but it is strictly a case of flow of funds, too many shares in too few accounts.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2014-09-16 $25.220

This was the Apple (AAPL-Q) in its day back in 2000 and is still below where it was. However, it is a really well run company and has loads of cash. Looks like demand on the front end is dropping off somewhat. This may be the time to move out of large-cap tech and move into something like the oils or something a little more defensive. 3% dividend return.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT CVE-T Cenovus Energy Market Call (BNN TV) 2014-09-16 $33.460

Will it spin off its royalty assets? A number of companies have done so and the market is prepared to pay up. This company could do so. This has quite a good growth profile. He would prefer Suncor (SU-T) and Canadian Natural Resources (CNQ-T).

Gavin Graham GLOBAL CAUTIOUS Unknown View
BUY CWB-T Canadian Western Bank Market Call (BNN TV) 2014-09-16 $40.350

Likes this. Has been a consistently successful operation. It’s in the fastest-growing economy of Alberta and the prairies.

Gavin Graham GLOBAL CAUTIOUS Unknown View
PAST TOP PICK CWW-T iShares S&P Global Water E.T.F. Market Call (BNN TV) 2014-09-16 $23.770

(A Top Pick Sept 13/13. Up 21.66%.) ETF on water related companies. This is a big, long-term trend. Half of this is utilities and half of it is water purification equipment manufacturers. This is one that you can stick in your bottom drawer for 5 years and it will do very nicely.

Gavin Graham GLOBAL CAUTIOUS Yes View
BUY DH-T DH Corporation Market Call (BNN TV) 2014-09-16 $33.300

(Market Call Minute.) Have effectively become a mortgage processor, a very successful move.

Gavin Graham GLOBAL CAUTIOUS Unknown View
TOP PICK DRG.UN-T Dream Global REIT Market Call (BNN TV) 2014-09-16 $9.040

This is a portfolio of German property that it bought from Deutsche Post. It has used the cash it raised to buy good quality office buildings to complement that. A Korean pension plan has bought a half share in 7 of the office buildings for €120 million. Payout ratio of about 91% of adjusted funds from operations. Yield of 8.85%. A good play on the German economy.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT EMA-T Emera Inc Market Call (BNN TV) 2014-09-16 $33.710

Has done very nicely over the last year. This is an interest rate play. If interest rates start to move up there will be a pullback, but for the moment this is a very solid, steady, slow grower, and you are probably looking at an 8%-10% total return of which about half is the dividend. A very solid thing to buy.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY FSZ-T Fiera Sceptre Inc. Market Call Tonight (BNN TV) 2014-09-16 $13.430

They have been buying up money management companies. They have a big shareholder in National Bank (NA-T) when they bought out one of National’s businesses. What he doesn’t like is that they are thinking of buying wealth management companies similarly to the way they have been buying institutional money managers. Thinks this is a very, very dangerous strategy to pursue.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
BUY G-T Goldcorp Inc Market Call (BNN TV) 2014-09-16 $27.780

(Market Call Minute.) The largest gold company with the best management. It will continue to see growth in production even if the gold price doesn’t move.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT GIL-T Gildan Activewear Inc. Market Call Tonight (BNN TV) 2014-09-16 $60.070

Recently looked at this and it is a company that deserves close attention. There has been a drop in cotton prices recently, which could be a big boon to their margins. Also they are looking to expand their market share and potentially get into new products. These things have all had very big moves. A big component of their profitability is cotton prices, so you have to keep your eye on the weather. A low-margin product with a big input cost. He would not likely own this one.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
BUY GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-09-16 $104.760

Trading at reasonable valuations. The drug they have is a big deal and it works. They also have some good drugs in the pipeline. It will be volatile and you have to worry that somebody else will come up with a cheaper solution.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK GOOGL-Q Google Market Call Tonight (BNN TV) 2014-09-16 $588.780

Thinks that 80% of the world is working off this company’s operating system for mobile and mobile is really the way we are all going. YouTube is a hugely undervalued asset. The fact that they are able, with all that cash, to acquire and invest in developing new technologies, makes it a company that you just have to own. Very reasonable valuations.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY GS-T Gluskin Sheff and Associates Market Call Tonight (BNN TV) 2014-09-16 $31.200

They’ve done a good job of managing money. The only thing he would point out is that 2-3 years ago, they were probably trading at 6-7 times EBITDA, which is a reasonable number to buy a public money management company. This is now trading at around 13-14 times EBITDA. Pretty rich valuations.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT HBC-T Hudson Bay Co. Market Call (BNN TV) 2014-09-16 $15.250

The big thing with this is its Sak’s acquisition that has “stay-at-home” growth. On the operational side, this might be some improvement. Real estate spin out might be nice, but frankly you want the underlying business to actually be working okay.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2014-09-16 $10.630

Base metal stocks have been suffering. This one has actually been doing a little better and has been the exception. Still well below where it was back in 2010-2011. If you want to switch into energy producers such as Canadian Natural Resources (CNQ-T) or Suncor (SU-T), it would probably not be a bad move.

Gavin Graham GLOBAL CAUTIOUS Unknown View
TOP PICK IFC-T Intact Financial Market Call (BNN TV) 2014-09-16 $72.240

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

Gavin Graham GLOBAL CAUTIOUS Yes View
PAST TOP PICK INTC-Q Intel Market Call Tonight (BNN TV) 2014-09-16 $34.930

(A Top Pick Oct 8/13. Up 60.79%.) Hit his target so he sold his holdings at around $27-$28. We do have a good PC upgrade cycle and they do seem to be doing things well in the mobile market, but there are rumours that they are paying people to use their chips.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
COMMENT IRE-N Bank of Ireland (Gov & Co) Market Call (BNN TV) 2014-09-16 $16.620

Lloyd’s Bank (LYG-N) or Bank of Ireland (IRE-N)? This is a more leveraged bet to a recovery. Ireland is trying to repay the IMF tranche of its bailout from 2010. This would be the one he would go for.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2014-09-16 $22.690

Private equity companies are enormously profitable and really cheap because the difficulty is that it is really “deal flow” (?) for them. They cash in on some of their private equities. When you have a strong market like we have had over the last couple of years, you can float stuff off. There have been a raft of IPOs at very good valuations, and the private equity guys have been raking in even more, which is why they are at low valuations. This is probably not the right time to be in any of them.

Gavin Graham GLOBAL CAUTIOUS Unknown View
PAST TOP PICK L-N Loews Corp Market Call (BNN TV) 2014-09-16 $42.430

(A Top Pick Sept 13/13. Down 7.9%.) A conglomerate referred to as the mini Berkshire Hathaway. It has insurance, pipelines, offshore oil drilling, etc. Hasn’t done well this last year, primarily because things like insurance have had some write-offs. Also oil drilling has not been an area that has been in favour. Also took a big write-down on some of the oil/gas acreage which they bought. However BV continues to increase fairly steadily.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT LULU-Q LuLulemon Athletica (US) Market Call (BNN TV) 2014-09-16 $43.440

(Market Call Minute.) Stock price is reflecting that it is very difficult for a fast-growing company to keep growing as fast.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2014-09-16 $4.840

Lloyd’s Bank (LYG-N) or Bank of Ireland (IRE-N)? UK government has been selling down its stake quite successfully because the bank has been turned around by the CEO. The major point for this is that it is headquartered in Scotland, which may leave the UK and it will have to re-domicile, making it fairly uncertain as to the immediate future. Bank of Ireland is the one that he would go for.

Gavin Graham GLOBAL CAUTIOUS Unknown View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-09-16 $22.060

With its most recent move to buy Standard Life’s Canadian business, it raised its dividend for the first time since it halved it in 2009. Very encouraging sign. Still likely to have further dividend increases.

Gavin Graham GLOBAL CAUTIOUS Yes View
BUY NA-T National Bank of Canada Market Call (BNN TV) 2014-09-16 $53.850

(Market Call Minute.) This bank has had the highest dividend growth of any of the big 6.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT PPY-T Painted Pony Petroleum Market Call Tonight (BNN TV) 2014-09-16 $13.300

They have amassed a significant resource in north-eastern BC, which is right in the fairway where all the pipelines go. It can go north, south, west and east. They have enormous reserves. Getting those reserves out of the ground is going to require that an LNG facility is going to be built. They have signed an agreement with AltaGas (ALA-T) to do some processing. He doesn’t know if investors are going to have much patience waiting for an LNG facility to get built. This won’t happen until at least 2020. A much more sensible place to build an LNG facility is not in BC, but in Oregon which has a better port facility.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT RBS-N Royal Bank of Scotland PLC Market Call (BNN TV) 2014-09-16 $11.490

(Market Call Minute.) In 2 day’s time, you will know if it has to relocate to London. The big thing is 1) the UK government is going to be selling shares and 2) will be selling its Citizens financial US bank. After the referendum this will be a Buy, if you are comfortable with UK government selling its shares later.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT SAN-N Banco Santander SA Market Call (BNN TV) 2014-09-16 $9.850

Largest bank in Spain. Like most European banks, it has not done particularly well over the last 5 years. This will give you the dividend plus maybe a little bit of growth. Yield is quite high at over 7% and there is a concern that they may have to cut that if the European banking regulations require them to put more capital on.

Gavin Graham GLOBAL CAUTIOUS Unknown View
TOP PICK SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-09-16 $3.920

It made its projections of 7000 barrels a day on its most recent quarter, and that is when they were only able to drill 60% of the wells than they were hoping for, because it was so wet. It just shows how conservative and how much they build in problems into their business model. The criticism that they are just buying assets is not a fair accusation. They are clearly skilled operators and skilled at buying companies at reasonable valuations. They have lots of land to grow their business.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY STO-N Statoil ASA Market Call Tonight (BNN TV) 2014-09-16 $28.180

They have talked about disposing of some of their assets after having made big acquisitions here. Norwegians are very environmentally conscious and he thinks they are getting sucked into the “dirty oil vs. clean oil” argument. It is hard to make a lot of money on these large quasi state run enterprises. It is very hard for them to show consistent production per share growth. If you have a really bullish view on energy prices, you probably want to have a reasonably bullish view on the Cdn$, so why would you be investing in energy names and using up your valuable foreign dollars, when you can buy good quality energy names in Canada.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-09-16 $43.470

Switch to another oil such as Canadian Natural Resources (CNQ-T)? These are 2 really good companies. Both are very well run and if you wanted to own 2 large cap names, these would be the 2 you want to own. Doesn’t think the trade would be worth it because of the possible tax implications and transaction costs.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK SYK-N Stryker Corp. Market Call Tonight (BNN TV) 2014-09-16 $84.060

(A Top Pick Oct 8/13. Up 25.76%.) Great, great growth story. Compounded dividend growth in the last 5 years was around 25% per annum and he expects more of this. Great growth story in terms of healthcare story in the US with more people spending money on surgery.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Yes View
WAIT TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-09-16 $23.680

A cheaper alternative would be Sherritt (S-T). You want a diversified metal/mineral conglomerate and this is probably the best bet in terms of its size and management. Like all resource stocks, it has been a very uninspiring performer over the last year. The Chinese credit squeeze has definitely hit the prices of most of the base metals. Not the time to be buying unless you are feeling more enthusiastic about the outlook for Chinese domestic growth and its recovery.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT TEF-N Telefonica S.A. Market Call (BNN TV) 2014-09-16 $15.490

Making some strategic moves including a bid for a Brazilian phone company. This is not going to be an income stock the way it used to be. Repositioning themselves as more of a total return stock. If looking for a phone company to produce income, you are probably better off with one of the Canadians or something like Vodafone (VOD-Q).

Gavin Graham GLOBAL CAUTIOUS Unknown View
PAST TOP PICK TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-09-16 $51.130

(A Top Pick Oct 8/13. Up 31.17%.) They continue to hit the ball out of the park. Will exit this year at about 150,000 barrels a day equivalent. They have a huge contiguous land with all kinds of different zones that they can build. 2016 will probably be at about 250,000 barrels a day. It always looks expensive. Strong management team. You can’t go wrong owning this kind of company. He would use this weakness as an opportunity to pick away at a great company at a very reasonable valuation.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT TRP-T Trans Canada Corp Market Call (BNN TV) 2014-09-16 $58.820

Amongst the best performers in the bull market we have had in the last 6 years. It looks like Keystone won’t get approved this year. However it is doing very nicely. Decent yield. Might well be worth looking at.

Gavin Graham GLOBAL CAUTIOUS Unknown View
BUY UL-N Unilever PLC Market Call (BNN TV) 2014-09-16 $43.720

This is the play on the emerging middle class. 57%-58% of their sales are in emerging/frontier markets. The 3rd biggest consumer products company globally. Because of this, it is able to grow its top line 5%-7%. CEO is getting rid of the smaller brands in order to concentrate on the million-dollar brands. This is one that you Buy, stick it in your bottom drawer, and take it out in 5 years. You will have done very well. Reasonable yield of about 3.5%.

Gavin Graham GLOBAL CAUTIOUS Unknown View
SELL WPT-T Westport Innovations Market Call (BNN TV) 2014-09-16 $13.700

Do they still have an R&D arrangement with Cummings? He believes the very long-standing relationship is still there. The stock has been very disappointing over the last year and even more so after the last 5 years. It has always been “promise without delivery”. Until they are producing a lot of buses powered by technology, going somewhere else will be a more productive use of your money.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY X-N United States Steel Market Call Tonight (BNN TV) 2014-09-16 $41.410

The steel industry is a tough business. Has gone through a great deal of consolidation, and some people are going to make the argument it is going to be like the airline business where you got down to a certain number of reasonable and responsible players. What he doesn’t like about this industry is that we are going to be an information-based society. On the big capital spend that we are all looking for, 60% of it is going to be on technology. He would tilt towards technology rather than this sector.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT YHOO-Q Yahoo! Market Call (BNN TV) 2014-09-16 $42.710

(Market Call Minute.) You hold this until Ali Baba goes public and probably goes to a premium. They own 23% of Ali Baba.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY YHOO-Q Yahoo! Market Call Tonight (BNN TV) 2014-09-16 $42.710

The Alibaba IPO is going to be a business that might be worth more or worth less. It is going to be up to management to take the cash and turn it into something that is going to grow. This company has been struggling. His guess is that Alibaba is going to be a really, really volatile stock. You don’t need to be in the risk arbitrage business by owning this.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-15 $0.020

Markets.  He thinks we had the economic recovery because we had ultra low interest rates.  He is waiting to see what economic performance we get when the FED raises interest rates.  1 in 5 people on the US are still on food stamps, so he is not sure they have fixed anything.  If Scotland separates the issue is North Sea oil.  The issues are also how much of the debt do they assume and will they have their own currency.  There would be brutal cuts to social services.  If Scotland and its oil were to leave the UK this would be a problem.  Maybe at the end of the day it will not pass.  There are all kinds of destabilizing factors linked to this potential event.

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-15 $0.020

Educational Segment.  Liquidity trap.  October is the last time they are doing QE.  They are pricing in the first move by next June.  You have to understand what the fixed income markets are going to do.  We won’t have the liquidity from the FED, although Europe will fill in some of the lost liquidity.

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-15 $0.020

Markets.  You look at the VIX and other indicators and there is not a lot of fear out there.  Yet things in the markets are deteriorating.  He likes buying when people are afraid.  You can’t argue the market is cheap any more.  Thinks you could easily see this market down 15%.  A 5% correction would create panic and down it would go.  In the past you never knew what the catalyst for a pullback would be.  You could still have a breakout to the upside where the market goes up in one final frenzy.  There are less and less stocks participating in the advances. 

John Zechner NORTH AMERICAN - LARGE BEARISH _N/A View
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