stockchase picture

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

Table View - Opinions in Detail

Print Export
Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

Markets.  You are better to put money in the market when the market is down 1.57% (a statistically calculated amount), such as on a day like today.  He thinks the Fed will suggest they won’t increase interest rates in March.  If we are going into a moderate recession, the US market is not down, even if the rest of the world is.  At some point this year we might see the S&P at the 16-17 hundred level.  The S&P could go up 10%, or it could lose.  This earnings season is far better than expected.  The top line growth, however, has been declining for a year, plus.  Best case scenario the market goes sideways, but there will be trading opportunities.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

What ETF for Canadian TSX exposure.  ZCN-T is the entire Canadian TSX.  XIC-T is the entire TSX and VCE-T is the MSCI Canada version of the index. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WAIT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

Oil.  He thought it would bottom in the $40s, not the $20s.  He got in early.  He is not inclined to do more at present.  There could be bankruptcies in the oil space in North America.  If you have not stepped in, then wait.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-08 $0.020

Markets.  The S&P should post its biggest earnings decline in 7 years.  The forecast for 2016 is for an over 3% decline.  This should lead to a decline in US employment.  There is a potential for a decline in the US economy.  The NASDAQ is at a 15 month low.  Many stocks are trading at high PEs.  He expects a broad decline in the US markets.

Robert McWhirter GROWTH & INCOME BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

Educational Segment.  How to make Smart Monthly Withdrawals.  0.8% is the monthly average return of the S&P over history.   Look at the percentage difference between the current S&P price and the 21-day moving average.  If the current monthly return is twice as much as the average monthly return, it is time to take money out of the market.

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 Tonight (BNN TV) 2016-02-08 $0.020

Markets. People tend to think of a Hedge Fund as a higher risk, but if it is done right it can help reduce volatility in a portfolio. On a day like today, you want to protect capital. The usual way people do this is by moving from securities into cash. Then when the market starts to rally they feel they are being left behind and they move back into securities. This means they have 2 market timing decisions. Market timing is something investors can’t do well on a consistent basis. Pair Trading helps to minimize some of that risk. There are 3 different types of major risks in investing. Market risk where the market goes up or down, industry specific risks that affects all companies within the sector equally, and finally company specific risk. On a Pairs trade he goes Long a position within the same sector, and Short a stock within the same sector. Think of this as a fraction with the long position as the enumerator and the short position as the denominator. The market risk, industry specific risk and company specific risk are in both the enumerator and the denominator. Like a fraction, you can cancel out the market specific risk on both sides and you can cancel out the industry specific risk on both sides, and you are left with company specific risk over company specific risk. He likes to isolate those factors as it is a much more precise way to invest. Decided about 3 years ago not to make any direct investment in resource, long or short. In a non-resource name there is a much better ability to understand a company. Both his funds were up last year.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-08 $0.020

Bitcoins? He is very cynical about the bitcoin space, and thinks it is very ripe for Short opportunities. Some of the names out there are not big enough to Short. If you are thinking about going Long, there are a lot better places to put your money.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2016-02-08 $4.400

He likes the industrial space within the REITs and the fact that this company was buying individual buildings 1, 2 or 3 at a time, largely from private investors. They were getting 18%-18.5% cap rates, which is very attractive. Got a new CEO who changed the style of the company of what they were buying, so he exited his position.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
DON'T BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2016-02-08 $18.300

People are concerned about declining car sales and about the ability for lenders to be happy to lease or loan for autos.  Most recent earnings were down and forecasted lower this year.  If they deliver earnings growth it is a good deal.  He is cautious on whether they can deliver good earnings.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT AD-T Alaris Royalty Market Call Tonight (BNN TV) 2016-02-08 $23.220

Makes investments within private companies, and holds a stable of companies within that. They get a return on their capital from that. The company holds about 12 positions in their portfolio, with a lot of the exposure in Western Canada and Alberta. That region is experiencing difficulty. Even in good times he doesn’t think their business model is such that they charge enough for providing capital. Prefers Grenville Strategic Royalty (GRC-X).

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
TOP PICK AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2016-02-08 $47.240

It has been a star recently.  It is a gold company that pays a dividend.  There is 10% trailing cash flow so lots of room to increase the dividend.  2.3% free cash flow.  PE is .38.  It is one of the few gold companies with attractive fundamentals going forward.

Robert McWhirter GROWTH & INCOME BEARISH No View
DON'T BUY AFN-T Ag Growth International Inc Market Call (BNN TV) 2016-02-08 $26.990

Earnings estimates chopped by 22%.  Analysts are still optimistic for a 46% growth in the second half of this year, but he is not positive given that earnings are currently down 69%. 

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
BUY AGI-T Alamos Gold Inc Market Call (BNN TV) 2016-02-08 $5.740

He has a quarterly, weekly and daily buy signal in gold.  He is generally optimistic across all gold stocks.  If the price of gold moves up you will see a significant earnings revision.   This one has a huge leverage to gold.  Hold it for two years, or get an ETF or one of his top picks.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
PAST TOP PICK ANY-Q Sphere 3D Market Call Tonight (BNN TV) 2016-02-08 $1.700

(A Top Pick Feb 10/15. Up 53.55%.) *Short* Has a virtualization software that is supposed to enable full applications of software on mobile devices. Sounds good in theory, but hasn’t really delivered in terms of sales or earnings. Did some capital raises lately, and it is relatively expensive. It is very difficult to short the name now, because it has become quite crowded, and he lost his “Borrow” on the name.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
BUY AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2016-02-08 $11.840

It is like one of his three Top Picks.  They have long term power purchase agreements, a 4.2% secure dividend.  Most recent earnings have been increased 16 percent this year, 20% next year.  People have confidence in this and other renewable energy companies.

Robert McWhirter GROWTH & INCOME BEARISH No View
BUY AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2016-02-08 $18.480

Analysts are forecasting earnings growing to $2.33, up 61% from last year.  PE is 8 times. 

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2016-02-08 $18.480

Has been in the news recently because management talked about taking the company private at $21 cash. He had been short this for most of last year. (A hedge for a long position in another online gaming company.) Just covered his Short position. Has always been skeptical of management and the difficulty they are going to have in getting into the US market. If this doesn’t go private, he might put his Short position back on.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
BUY BCE-T BCE Inc. Market Call (BNN TV) 2016-02-08 $58.230

They recently reported earnings and they were positive.  They raised the dividend.  Rogers did not raise their dividend.  BCE-T is ranked in the top 15% of their database.  There is a good opportunity to grow the dividend.

Robert McWhirter GROWTH & INCOME BEARISH Yes View
TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2016-02-08 $15.190

940 Megawatts of power in three countries.  3.5% yield and a reasonable payout.  Earnings estimates were cranked up by 14% in the last 90 days.

Robert McWhirter GROWTH & INCOME BEARISH Yes View
PAST TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2016-02-08 $73.530

(A Top Pick Feb 10/15. Up 1.34%.) *A Short paired with GCG.A Long*. The reason for this trade was that Guardian has sold its mutual fund business to BMO in exchange for $5 million of BMO shares.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CBL-T Callidus Capital Corp Market Call Tonight (BNN TV) 2016-02-08 $8.000

An asset based lender within Canada, and the only one in Canada which does asset based lending. This is a golden age for them because as the banks tend to tighten up their capital, the marginal borrower who would have got a loan from the ban, has now gone to this one. The quality of their loan book actually improves in circumstances like this.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
BUY CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2016-02-08 $11.070

There is a scarcity in Canada of consumer stocks, and as a consequence this gets on institutional managers’ radar screens. Likes the dynamics of the industry. On many species they have 100% monopoly in Canada, but there is clearly a declining supply. Ability to deliver is critical, but at the same time there has also been increasing demand. Likes that there is diminishing supply and increasing demand, so in the long-term he sees the price going up. Made a major acquisition out of Scotland, which he thinks is going to give a kick to earnings in 2016. In the latter part of 2015, they brought in a fishing boat that is going to increase productivity.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
BUY CRH-T CRH Medical Corp. Market Call (BNN TV) 2016-02-08 $3.460

They have gone through some lumps.  Analysts are expecting earnings growth of 69%.  It looks like they finally turned the company around.  14 times PE. 

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
PAST TOP PICK CSU-T Constellation Software Inc. Market Call (BNN TV) 2016-02-08 $447.770

(Top Pick Mar 19/15, Down 0.74%) The sale worked out well and one of his stop losses kicked in and he sold.  He is continuing to watch it before repurchasing.

Robert McWhirter GROWTH & INCOME BEARISH No View
COMMENT CSU-T Constellation Software Inc. Market Call Tonight (BNN TV) 2016-02-08 $447.770

This is a serial acquirer in the software space and have done fantastically well with that business model. It has had a great 10 year run. He is generally very cynical about serial acquirers, so didn’t go into this. Doesn’t feel he can know this name as well as he would like to, because it is hard to see what the true organic growth is when they are making acquisitions. He wouldn’t look at this at these levels.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT CWB-T Canadian Western Bank Market Call Tonight (BNN TV) 2016-02-08 $22.160

This bank had a great run over the previous 10 years, but has gone through a rough patch recently. He is Short this, largely because of its exposure to Western Canada. Thinks there is a rough patch coming. If you look at how they performed in 2008-2009, a lot of the provisions really didn’t come in until late 2009, and carried on until 2011. Feels the market is not anticipating some of the issues they are going to have. Also, in the last conference call, they have a very substantial “preferred share book” which has been very hard hit. They did not take a write down to that portfolio, but it they wrote it down to its current market value, it would essentially wipe out at least the last quarter if not more in terms of earnings. He can still see a 10%-20% downside.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK CXI-T Currency Exchange Intl. Market Call Tonight (BNN TV) 2016-02-08 $22.010

This is a niche business in the non-banks sector. The stock has fallen back partly because the market has been waiting 2 years for them to get their Schedule 1 bank license. When they do get it, it opens up a lot more doors in terms of marketing. (A lot of banks will deal only bank to bank in terms of a foreign exchange vendor.) Also, it would give them direct access to Central Banks, so they don’t have to pay a middleman in order to get access to foreign exchange. Thinks they are on the cusp of getting that bank license. Unfortunately, the summer election and the change in government have delayed that.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-02-08 $38.340

Has been a serial acquirer in the past and did a very large acquisition in Sept/Oct last year. Have about 190 drugs in their portfolio, so doesn’t have a drug specific risk, which he likes. If they stopped acquiring, he would be a lot more interested. If not, he is not too interested. Be cautious.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
BUY DCI-T DirectCash Payments Inc Market Call (BNN TV) 2016-02-08 $10.390

The dividend is secure.  They have a 12% fee cash flow return.  Earnings are forecast to improve from -.22 to a loss of .10 this year and improve next year.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT EFN-T Element Financial Market Call Tonight (BNN TV) 2016-02-08 $12.670

Pretty impressed with their business. Have never invested in it, but has been watching it pretty closely. Thinks the stock has fallen back because of a rumour that they are looking to sell their Canadian business. Secondly, they might be willing to double down and purchase a rival’s business in that segment. Because of this, the market is not clear whether they are a seller or a buyer and the risk of having an equity issue. Getting to be a more reasonable valuation now.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
WAIT EUO-X Eurocontrol Technics Group Inc Market Call (BNN TV) 2016-02-08 $0.145

He is waiting to see how they are making out with market reaction to the semiconductor inspection device as well as potential acquisition.

Robert McWhirter GROWTH & INCOME BEARISH Yes View
BUY FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2016-02-08 $0.195

Keeping track of the time during takeoff and landing is most important.  You don’t have to find the plane after it disappears off the radar screen in order to get its black box data.  It is 85% a recurring revenue model.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
PAST TOP PICK GCG.A-T Guardian Capital Group Market Call Tonight (BNN TV) 2016-02-08 $16.950

(A Top Pick Feb 10/15. Up 2.22%.) *A Long Paired with BMO Short*. The reason for this trade was that Guardian has sold its mutual fund business to BMO in exchange for $5 million of BMO shares.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT HHL.UN-T Healthcare Leaders Income Fund Berman's Call 2016-02-08 $7.690

They have a covered call strategy that increases yield.  He mistakenly suspected last week that they were returning capital.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY IBN-N ICICI Bank Ltd. Berman's Call 2016-02-08 $5.900

He does not know the market space there, but loves the marketplace and the demographics.  One of the largest banks in India has to participate in the growth.  Don’t average down to more than a 5% holding.  He is okay adding to it.  He does not know if this has bottomed yet.  India should outperform over the next number of years.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY IMP-T Intermap Technologies Market Call (BNN TV) 2016-02-08 $0.340

(Market call Minute) They just landed a large contract, but near term earnings are not going to grow.  People are looking for the contract to pan out for them.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT IT-T Intertain Group Market Call Tonight (BNN TV) 2016-02-08 $7.770

Not a big fan of this, largely because he is not very comfortable with the management team. 

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2016-02-08 $51.030

Is it possible to Pair Trade Magna (MG-T) and Linamar (LNR-T), and how would you do it? Yes, you could absolutely do it. You have the market risk, industry specific risk and finally the company specific risk. You are certainly going to take out most of the market risk, and the industry specific risk is close enough, and then you are left with one or the other of the companies. It really comes down to understanding the difference between the company specific factors.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
DON'T BUY LSG-T Lake Shore Gold Market Call (BNN TV) 2016-02-08 $1.570

It is being taken out.  He thinks you will see more of this action in the sector.  He would not buy today.  Consider his Top Pick today in gold.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-02-08 $43.830

Is it possible to Pair Trade Magna (MG-T) and Linamar (LNR-T), and how would you do it? Yes, you could absolutely do it. You have the market risk, industry specific risk and finally the company specific risk. You are certainly going to take out most of the market risk, and the industry specific risk is close enough, and then you are left with one or the other of the companies. It really comes down to understanding the difference between the company specific factors.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
SELL MMM-N 3M Co. Berman's Call 2016-02-08 $153.900

XLI-N is the entire industrial space in the US including MMM-N if you want to keep it in US$.  If you look at oil prices over the next few years then the CAD$ won’t go above .80 or .90, but you have to weigh this against the return of the stock.  ZWA-T is hedged and has the same exposure.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK MYL-Q Mylan Inc Market Call Tonight (BNN TV) 2016-02-08 $50.450

Long. (A Pairs trade with a Short on Valeant Pharma (VRX-T). In a Pair trade you really have conviction on both sides. In this instance, while he likes Mylan as a Long hedge position, the conviction actually lies with Valeant as a Short, which still has a lot of fundamental problems ahead of them.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT NA-T National Bank of Canada Market Call Tonight (BNN TV) 2016-02-08 $37.900

Has been cautious about all of the banks as a group. If you are investing personally, everybody should own 3 banks, and one of them should be the one that you bank with. In the Canadian financial sector, he prefers the non-banks to the banks.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
PAST TOP PICK NYX-X NYX Gaming Group Ltd Market Call Tonight (BNN TV) 2016-02-08 $2.720

(A Top Pick Feb 10/15. Down 40.22%.) This was a long position and had hedged this out against Amaya (AYA-T) which sold off pretty hard.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
BUY ORT-T Orbite Aluminae Market Call (BNN TV) 2016-02-08 $0.285

They are looking at extracting a number of materials from Quebec clay and are currently importing alumina from the Caribbean to be converted in plants here.  If they can bring their process to market for treating ‘red mud’ it will be a real benefit to the stock price.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT PHO-X Photon Control Market Call (BNN TV) 2016-02-08 $0.650

(Market call Minute) They have a big bundle of cash and are looking to acquire something.  It is a very cyclical business and if it turns out people aren’t buying as many smart phones then it will be a challenge for them.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
BUY RC-T RDM Corporation Market Call (BNN TV) 2016-02-08 $4.180

A small cap company in the financial services area.  They are the originators of taking a picture of a cheque.  They recently increased their dividend.  This is a high ROE stock.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
BUY RNW-T Transalta Renewables Market Call (BNN TV) 2016-02-08 $10.170

8.7% yield.  An above average yield signals caution.  They are paying out more than their earnings, but it is 60% of trailing cash flow, the difference being depreciation.  PE is 15 times so it looks like the dividend is reasonably secure.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
TOP PICK SAP-T Saputo Inc. Market Call (BNN TV) 2016-02-08 $37.040

Cheese, Yogurt, and Dairy.  1.5% dividend, 25% payout.  A 12% earnings surprise.  There is a pretty good opportunity for this stock going forward and it is a safe heaven.

Robert McWhirter GROWTH & INCOME BEARISH Yes View
TOP PICK SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2016-02-08 $28.780

*Short*. A pipe coating company. Has had it as a Top Pick twice in the past, but on the Long side. About a year ago he decided that there were so many headwinds the company was fighting in the sector, that he exited his Long positions. They are going to have a very tough 12-18 months ahead. When the oil/gas sector does roll over, they’ll be one of the last to respond to it, so there’ll be plenty of time to cover a Short if there is a rally in the market. A great company and he’ll be coming back to it in the future as a Long position.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
DON'T BUY STN-T Stantec Inc Market Call (BNN TV) 2016-02-08 $32.380

(Market call Minute) Ranks 92 out of 700 stocks in his model.  There was concern about their past ability to acquire contracts.  It is a bit expensive.

Robert McWhirter GROWTH & INCOME BEARISH No View
PAST TOP PICK TCS-T Tecsys Inc Market Call (BNN TV) 2016-02-08 $7.290

(Top Pick Mar 19/15, Down 23.18%) A hospital cart helps with automatic reordering as well as ensuring all consumables are billed to the patient.

Robert McWhirter GROWTH & INCOME BEARISH Yes View
BUY TOS-T TSO3 Inc Market Call (BNN TV) 2016-02-08 $1.670

An interesting method of sterilizing medical equipment.  They are now seeking FDA approval for sterilization of ‘the sake’ for those over 50.  There are more details coming out tomorrow.  The debt level is low.  It is part of the fight against super bugs. 

Robert McWhirter GROWTH & INCOME BEARISH No View
PAST TOP PICK VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-02-08 $124.880

(Top Pick Mar 19/15, Down 51.28%) You should have a stop loss on any stock.  There were concerns that drug prices would have to be reduced, they have reduced R&D spending, the CEO has health problems, short selling and there were concerns with their relationships with insurance companies.  He thinks there is a good opportunity for the company.  It could be re-acquired when things settle out later this year.

Robert McWhirter GROWTH & INCOME BEARISH No View
TOP PICK VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2016-02-08 $124.880

Short. (A Pairs trade with a Long on Mylan (MYL-Q). In a Pair trade you really have conviction on both sides. While he likes Mylan as a Long position, his conviction actually lies with this company as a Short. They still have a lot of fundamental problems ahead of them.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
BUY YRI-T Yamana Gold Inc. Market Call (BNN TV) 2016-02-08 $3.540

He is keen on the long term US base price of gold.  It is advantageous if you are a miner in Canada.  They have a slight improvement to their loss estimate for earnings last year.  If gold moves up in price you will see an increase in expectations.  You might consider an ETF for diversification, however.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT ZUT-T BMO Equal Weight Utilities Index ETF Berman's Call 2016-02-08 $15.390

ZWU-T vs. ZUT-T.  ZUT-T is equal weight utilities in Canada.  ZWU-T is 80% Canada and utilities also include pipelines and telcos and it has a covered call overlay. He prefers this because it is more diversified and has the covered call overlay.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2016-02-08 $17.840

European good quality dividend paying stocks with a covered call overlay.  It is a fine way to play in a defensive market.  This is the way to do it as they hedge the currency risk out.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY ZWU-T BMO Covered Call Utilities ETF Berman's Call 2016-02-08 $12.610

ZWU-T vs. ZUT-T.  ZUT-T is equal weight utilities in Canada.  ZWU-T is 80% Canada and utilities also include pipelines and telcos and it has a covered call overlay. He prefers this because it is more diversified and has the covered call overlay.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-05 $0.020

Markets. We are in a lower growth environment and people are going to have to ratchet their expectations down. The Canadian market has been dramatically affected by the oil price, not only affecting the auto sector, but bank stocks as well. Thinks we are in to a new era where we have a lower growth. We are in an aging demographic where people are saving more. He loves dividend paying stocks. Rather than the volatility, he prefers more of the good old steady Eddie, and dividends are a big focus for him. Likes technology for finding safe value companies, especially in the US.

Allan Meyer CANADIAN & ETF's UNKNOWN _N/A View
Showing 1 to 60 of 148,658 entries
<< < 1 2 3 4 5 > >>