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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 Berman's Call 2015-06-29 $0.020

Markets.  The Euro got down to the $1.06 level and there are a lot of calls for it to go to parity before year end.  Today’s move was fairly benign.  Crude oil has really struggled in the last couple of months.  We are probably heading back for a re-test of the lows over the next number of months.  It depends on what the dollar does relative to the Euro.  If it dips below $50 then it is an opportunity to look at energy stocks.  He likes ZEO-T because it is equal weight.  He has been adding a bit recently.  He wants to buy oil stocks on this pullback.  Gold can only be range traded for the next couple of years.  The recent flight to safety has not done much for gold (GLD-N).

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-06-29 $0.020

Presidential 3rd year of the cycle.  This would normally be a year of spending, but because of the debt level it is much more difficult and so it won’t be the norm this time.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-06-29 $0.020

Educational Segment.  How you may want to invest during the Greek Meltdown.  GREK-N is an ETF that trades in the US.  There are no Canadian banks that deal in Athens trading.  Forget about the Greek debt.  The individual cannot play that.  In 2012 we came off the bottoms and got a massive rally.  The potential to double your money is great, but it is not risk free.  The two year Greek bond is trading at about 33%, suggesting the probability of default is 50%.  The Market is telling you they are leaving the Euro.  You have to view the investment after currency conversion.  The risk is 50% on taking a haircut based on the currency risk. 

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) 2015-06-29 $0.020

Markets.  Markets were looking for an excuse to decline and the Greek news was just the trigger.  He is taking this as a buying opportunity.  It is clear that Greece has very little bargaining power or leverage.  The Fed is on track to raise interest rates in September.  It will be the first one for 9 years.  Dividend stocks are a broad category.  There are traditional utility or other sectors that have a lot of debt, but he looks for dividend champions that can raise their dividend and do well.  Consumer and healthcare sectors have some such names.  Multinationals that left Canada are not automatically coming back, but it helps those that have expanded. Dividend champions are those that can raise them year after year.  He is realistic in a slow growth economy.  They have to beat inflation with dividend increases.  You want companies that can do well in a recession. 

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-06-29 $0.020

Silver.  Demand from industrials is not that strong.  Gold and silver will move in the opposite direction of Silver. 

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-06-29 $0.020

Markets. We are down to the end game with Greece, which is a good thing. It has been 5 years trying to sort this out. Had thought the market had paid way too much attention to Greece. It comes down to the uncertainty of the event more than the event itself. Not sure on how it is all going to be played out. His suspicion is that the referendum will be the end game. Even if they vote No to the austerity measures, it doesn’t necessarily mean that they are going to exit the euro zone. It could play out for some time to come. This is a great buying opportunity. You have a crisis that was really not that big of a crisis. We have had an increase in volatility, and one of the things that investors want to keep an eye on is the notion that we have had 5 years of very strong markets without much in the way of a correction. The #1 strategy has been momentum. If you bought momentum stocks in this low volatile environment with low interest rates, you have done very well. As volatility starts to come up and interest rates start to rise, you may start to see a shift into more value kind of strategies or stocks. This is what he is looking at right now.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-06-29 $0.020

Selling deep in the money Calls on high dividend stocks? This Reduces the cost of the stock to the point where the dividends actually looks very attractive. You are getting a 6.5% yield, whereas if you bought the stock in the market and didn’t Sell the Call, you would get whatever the normal yield would be. The problem is that when you have a “deep in the money” Call, very often you will find that they get assigned early. If you write an option that is a year from now, each quarter when the dividend comes due, that option can go into a point where it has no time value. That option will often get exercised and the other person will take the dividend. Arbitrageurs do that all the time.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
DON'T BUY AD-T Alaris Royalty Market Call (BNN TV) 2015-06-29 $30.300

It is a conglomerate.  It has a portfolio of investments.  When you have this type of company, you have to have extreme confidence in management.  He can’t look at the balance sheets of all their investments so he won’t invest in them.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT ALA-T Altagas Ltd Market Call (BNN TV) 2015-06-29 $38.200

The payout is about 45% of cash flow.  They recently raised their dividend about 9% and he feels this is sustainable.  Growth projects coming in will allow them to grow their dividend going forward.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
PAST TOP PICK ARE-T Aecon Group Inc Market Call (BNN TV) 2015-06-29 $12.590

(Top Pick Feb 14/15, Down 16.32%) There were perceptions about declining infrastructure spending.  They sold an airport in Ecuador.  They have won a number of contracts.  It is a construction business with infrastructure tied to it.  There was fear they would be impacted by the oil sector.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT ARX-T Arc Resources Ltd Market Call (BNN TV) 2015-06-29 $21.180

A producer in the energy industry.  An ENP producer.  They have hedges in place.  The payout is slightly over 100% in this environment.  Steady dividend growth.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-06-29 $16.890

(A Top Pick May 13/15. Up 10.71%.) January (2017) 17 Call. A rising interest rate environment is good for banks. This one is fairly leveraged to residential mortgages. Thinks they have tremendous earning power, and once that starts to turn, it is going to be a pretty dramatic move. He can see $20 on the stock. Would probably sell half his position if it doubled.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-06-29 $52.980

Buying a $60 Jan/17 Call for $1 and Selling a $40 Put? This is a great high dividend paying stock. It is in a mature industry and is a mature company. They have increased their dividends about 9 times in the last 5 years. The Call options are relatively cheap because it is a high dividend paying company. He is not sure that he sees huge growth in the company. By Buying a Call and Selling a Put, what you have actually done is synthetically created a position on the company, so it is going to act pretty much the same as the company stock, up or down. To trade options on this company, he would be writing Puts closer to where the stock’s price is now, may be a $55 Put. If you really think there is a lot of opportunity on the upside, which he doesn’t really think so, you can stay with the $60 Call. He would close out the Put and Sell another Put at the money.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
BUY BMO-T Bank of Montreal Market Call (BNN TV) 2015-06-29 $74.130

A well run bank.  Gaining share in Canada.  They have a presence in the US Midwest.  He has TD-T and CM-T.  As long as we don’t have a lot more loan losses coming out of the west, the next two quarters should be good.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
COMMENT BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2015-06-29 $74.130

Sell Puts and Sell a Covered Call 6 months out? This is a very common strategy. What the sale of a Put does is to obligate the investor to Buy the shares of the stock. For example, let’s assume a stock is selling at $75 as share and you sell a $74 Put. You are simply agreeing to buy the stock at $74. That is no different than putting in a limit order. The difference here is that you get paid a premium to wait. People get into trouble with this strategy when they don’t have enough funds to buy all of the stocks that they write Puts on. It is the leverage that causes the problem on the strategy, and nothing more. Nothing wrong with the strategy.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
PAST TOP PICK CHE.UN-T Chemtrade Logisitics Inc. Market Call (BNN TV) 2015-06-29 $20.240

(Top Pick Feb 14/15, Up 2.60%) It has been a tough market.  It is a very stable business.  They will continue to do tuck-in acquisitions.  6% yield.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK CJT-T Cargojet Inc Market Call (BNN TV) 2015-06-29 $26.600

The number one air cargo provider in Canada.  They do a great job of moving packages and goods every night.  Large contracts with Canada Post and UPS.  Their business is more contractual rather than spot and when investors recognize this they will do well.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2015-06-29 $33.760

Covered Call. This company is a choppier oil company in the energy sector and has very high premiums. The stock was $34 today. You write the $34 Call and you pick up over $3 for January. A seven-month return is about 8.86%, not counting dividends. If it rises, you are not going to get the upside, but you are going to get the 8.86% over 7 months. If it declines, you have production all the way down to $31 a share, and he would simply write another Call in January.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC No View
BUY on WEAKNESS CNR-T Canadian National R.R. Market Call (BNN TV) 2015-06-29 $71.550

A buying opportunity.  There are about 6 or 7 railroads in North America.  The intermodal business has been a little weak.  A well run company with incredible dividend growth over the years.  It is safe and will continue to grow.  The stock is off because the business is soft in a couple of categories.  He just looks at it as a buying opportunity. 

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY on WEAKNESS CPG-T Crescent Point Energy Corp Berman's Call 2015-06-29 $25.500

The December low is going to hold.  He wants to be accumulating for the next 10 percent lower.  Beyond the noise of today, this is a buying opportunity for today.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK DISCB-Q Discovery Communications Inc Market Call (BNN TV) 2015-06-29 $33.960

European broad pass for all forms of Olympic coverage.  3 billion subscribers in 20 countries.  No dividend, but they could pay one.  It could even get acquired.  Investors are concerned about US advertising.  They have upcoming negotiations with Comcast.  He thinks they will secure rights for many forms of distribution.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY on WEAKNESS DR-T Medical Facilities Corp. Market Call (BNN TV) 2015-06-29 $15.020

Hospitals in the US.  As investors wanted to shift from energy.  This is well managed and well run.  These facilities have been grandfathered from Obama care.  If there was more pullback he might enter.  7.4% yield.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE No View
PAST TOP PICK DXJ-N Wisdom Tree Japan Hedged Equity Market Call Tonight (BNN TV) 2015-06-29 $56.970

(A Top Pick May 13/15. Up .04%.) Had thought 2015 would be a consolidation year in the markets and expects we will be in the malaise through to the end of the year. Also, thought the areas of the world, where they were doing a lot of stimulus, would probably play catch-up. Earnings are probably going to be pretty good in the 2nd half of the year, but the problem is you are going to have a weaker currency.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Yes View
BUY EFN-T Element Financial Market Call (BNN TV) 2015-06-29 $19.190

Struck the deal with GE’s fleet business.  He does not own because he wanted to see what they were going to buy.  It should be 20% accretive and should bode well for the stock going forward.  He feels they will de-lever the balance sheet as the cash starts to come in.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE No View
DON'T BUY G-T Goldcorp Inc Market Call (BNN TV) 2015-06-29 $20.280

Assets around the world.  He is concerned about where gold is headed.  If he was looking to invest in gold, this would be a name he would go into.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE No View
WEAK BUY GEI-T Gibson Energy Market Call (BNN TV) 2015-06-29 $22.890

It has many divisions.  They have a refinery, energy storage and transportation.  They also have an environmental business.  5.6% dividend.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT HACK-N PureFunds ISE Cyber Security ETF Market Call Tonight (BNN TV) 2015-06-29 $30.930

If you are marketing an ETF to the public, one of the great things you want to do is to play off of something that is in the news. This is a very narrow focus on a sector that is in the news. It is a higher risk on a very small segment of the market. He would prefer buying some of the companies rather than the ETF such as Palo Alto Networks (PANW-N) or CyberArk Software (CYBR-Q).

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
PAST TOP PICK HEDJ-N Wisdomtree International Hedged Equity Fund Market Call Tonight (BNN TV) 2015-06-29 $61.580

(A Top Pick May 13/15. Down 2.58%.) He likes this very much. Had thought 2015 would be a consolidation year in the markets, and expects we will be in the malaise through to the end of the year. Also, thought the areas of the world, where they were doing a lot of stimulus, would probably play catch-up. Earnings are probably going to be pretty good in the 2nd half of the year, but the problem is you are going to have a weaker currency.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Yes View
COMMENT HEX-T HAP Enhanced Income Equity ETF Market Call Tonight (BNN TV) 2015-06-29 $6.680

He is not exactly sure what they are doing in this. Assumes it is a covered call fund and they are selling Covered Calls against a basket of equities that likely matchup with the TSX 60. His issue is that their prospectus basically says they are going to write covered calls against all of the stocks, all of the positions. If so, this puts the manager into an impossible position. If the stock rises, you are losing it. If it declines, you are writing a Call on a lower price, and you are never going to be able to get back to where you were. When you have a basket of stocks, you are compounding the effect.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
SELL HVU-T HBP S&P 500 VIX Short Term Future Bull+ Market Call Tonight (BNN TV) 2015-06-29 $4.960

Thinks volatility is going to abate probably tomorrow. These are very short term and are usually traded intraday. If you wanted to be aggressive, he would look at buying a Call on Wisdomtree International Hedged Equity Fund (HEDJ-N). Or you could Buy Calls on Bank of America (BAC-N).

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
COMMENT ITB-N iShares DJ Home Construction ETF Market Call Tonight (BNN TV) 2015-06-29 $27.430

An ETF that takes advantage of US housing starts and/or home renovations? One would be this or SPDR Homebuilders (XHB-N) as a pure play on homebuilders. Not a bad place to be and you could do very well in the next 2-3 years.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
DON'T BUY LTS-T Lightstream Resources Berman's Call 2015-06-29 $0.930

The short term risk is to the downside with the whole sector.  You want to be buying into the sector on pullbacks, however.  He tunes it out when a stock is in the $1 range.  It means there are some kind of problems.  It is down 90%.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2015-06-29 $23.140

A very established insurer.  They should get some strong growth from Asia where they have been for decades.  They have a dominant position here as well.  A good long term buy.  He would add to it with today’s drop.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-06-29 $68.930

Good exposure in Europe.  10 times earnings and 6 times cash flow.  22%, 5 year dividend growth rate.  Well managed company and more room for them to add content to car manufacturers.  Thinks we are in the 5th inning of the auto cycle.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
DON'T BUY NIF.UN-T Noranda Income Fund Market Call (BNN TV) 2015-06-29 $3.190

Zinc processing facility in Quebec. Some of their mines are depleting.  Getting zinc from further away makes the plant less attractive.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-06-29 $38.320

They made a bid for KNS.  They have the balance sheet and cash flow to sustain the dividend.  Even if Potash prices stay here they will be able to sustain it. However, if they take on more debt for the acquisition, then he would be more concerned.  He has AGU-T.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE No View
BUY on WEAKNESS REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2015-06-29 $26.350

One of the largest REITs in Canada.  The big news was that Target declared bankruptcy.  The master leases were with Target’s parent in the US.  There is also concern about interest rates.  With the weak Q1 in Canada, he does not think rates will rise here.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
WATCH SGY-T Surge Energy Inc Market Call (BNN TV) 2015-06-29 $3.560

Grew rapidly by acquisition.  He has it on his radar screen.  He wants to see how things develop with the new CFO and what happens to the commodity price.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE No View
PAST TOP PICK SLB-N Schlumberger Ltd. Market Call (BNN TV) 2015-06-29 $85.660

(Top Pick Feb 14/15, Down 2.39%) Sold most of it because of oil companies’ capital budgets.  He trimmed most of these holdings in the fall.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
DON'T BUY SLW-T Silver Wheaton Berman's Call 2015-06-29 $21.620

1 in 4 times the numbers do not work for this seasonal play.  When you get into a narrow trading range you would look for a volatility explosion.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY STB-T Student Transport of America Ltd. Market Call (BNN TV) 2015-06-29 $5.460

9.6% dividend.  An old income trust.  Student transportation in the US and Canada.  Payout ratio is about 90% so a bit high.  You have to win contracts and you have to invest in new buses.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2015-06-29 $33.790

Has been writing Covered Calls against most of the oil companies he owns. Likes this as a strategy because if oil companies are doing well, very often the economy is not doing so well. Oil companies tend to be in the top quartile, or certainly in the top half, i.e. higher volatility stocks. He is writing covered calls into December of this year.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
DON'T BUY UGAZ-N VelocityShares 3x Long Natural Gas Berman's Call 2015-06-29 $2.090

A triple leverage on Nat Gas to the upside.  You are trading the front month futures in these leveraged natural gas ETFs.  These are not good for long term holds.  There is not a lot of steepness in the gas price futures curve.  Hurricane activity is likely to be high this fall and that could disrupt supply.  Investors need to be cautious with triple levered ETFs.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS V-N Visa Inc. Berman's Call 2015-06-29 $66.720

He has been a long term bull on V-N and MA-N.  Like the Dow, it has been struggling all year.  The risk for the next couple of months is to the downside.  You want to be a buyer in the low $60s on market pullbacks.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2015-06-29 $272.860

Has grown rapidly through acquisition.  They know all the ways to reduce costs in large organizations.  Debt levels are too high.  No dividend.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE No View
PARTIAL BUY WMT-N Wal-Mart Stores Inc. Berman's Call 2015-06-29 $71.420

It has a lot of margin pressures and is raising wages.  They are putting the screws to their suppliers.  The $70 area is the next support and then the next one is in the $50s.  He could see a breakdown next year.  Only get a half position if you like the company long term.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT XHB-N SPDR HOMEBUILDERS E.T.F. Market Call Tonight (BNN TV) 2015-06-29 $36.490

An ETF that takes advantage of US housing starts and/or home renovations? One would be iShares DJ Home Construction (ITB-N), or this one as a pure play on homebuilders. Not a bad place to be and you could do very well in the next 2-3 years.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
TOP PICK XLV-N SPDR Health Care E.T.F. Market Call Tonight (BNN TV) 2015-06-29 $74.150

The healthcare sector should probably be one of your core sectors holdings and you can hold this for the long-term. It is a play on major US healthcare providers. There is going to be continued consolidation in the sector, because margins will be squeezed.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC No View
COMMENT XPF-T iShares S&P/TSX N.A. Preferred Market Call Tonight (BNN TV) 2015-06-29 $18.650

How will this react in a rising interest rate environment? Preferred shares act like bonds, so in a rising interest rate environment, the value of the preferreds will go down. This one is hedged to the Cdn$ which is why your performance is probably down because you have a big bang in the US$ and you haven’t taken advantage of that. However, iShares has changed the way they manage this, to the point where they got a little bit more flexibility in the types of preferreds they hold. They are able to hold and buy reset preferreds. If you own resets in a higher interest rate environment, in theory it shouldn’t be as volatile.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
TOP PICK ZBK-T BMO Equal Weight US Banks ETF Market Call Tonight (BNN TV) 2015-06-29 $18.680

Not hedged, but you could use BMO Equal Weight US Banks Hedged to CAD (ZUB-T). This is your choice. The thesis is that as interest rates start humping up, you want to be in the banking sector as their margins will improve. As margins improve, credit quality gets better. Thinks the economy is stronger than a lot of people think, and that the banks are going to lead that.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC No View
COMMENT ZDI-T BMO International Dividend Market Call Tonight (BNN TV) 2015-06-29 $20.770

Allocation of 15% of a portfolio in dividend paying stocks in developed countries outside of North America? If you are putting 15% of your money diversified geographically, outside of North America, this is fine. With this amount, he would presume you are a growth investor. The fact that you are buying an ETF of essentially dividend stocks, leads him to think that you like the income. Because of this, he is not sure he would go as high as 15%. He would go around 10%.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
COMMENT ZLU-T BMO Low Volatility US Equity ETF Market Call Tonight (BNN TV) 2015-06-29 $24.550

Low volatility stocks have not done as well as some of the higher volatility stocks, which would typically be your momentum plays. Low volatility products have tended to underperform, which may continue for awhile. Until we get higher rates and more volatility that is when you want to be in this type of product.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Market Call Tonight (BNN TV) 2015-06-29 $16.180

This owns a basket of Canadian banks. If you are comfortable on a long-term basis of holding banks, which he is, this is one that you could actually buy and forget about it. You are getting a monthly distribution which is coming in 2 forms of partly dividends and partly capital gains. About a 6.5%-7% yield. A great hold.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
COMMENT ZWH-T BMO US High Dividend Covered Call ETF Market Call Tonight (BNN TV) 2015-06-29 $17.620

This is a basket of dividend paying equities. They have covered calls written against them. What BMO does with most of their funds, which he assumes they are doing with this one, is that they don’t write covered calls against the whole portfolio, which is a positive. This gives the portfolio an opportunity to recover. You are going to get a US monthly pay. There is nothing wrong with this. A good play.

Richard Croft OPTION STRATEGIES & E.T.F.S OPTIMISTIC Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-06-26 $0.020

Mining. We are getting closer to the end of the bust in the sector. We went through a 10+ year super bull market in commodities and a lot of excesses were built up with excess money being thrown in and it was time to start getting rid of that. Thinks we are nearing the end now, but we’ll still be dragged along for a while. The mining cycle has always been boom and bust. When we come out, it will look even better. The sector is down 50%-80%, depending on which index you look at. Because of this, things are a lot cheaper, but that doesn’t mean everything is worth buying. There are a few good projects and companies out there worth buying. He is focusing on identifying very competent people that understand what a real economic project looks like early on, and trying to get in with those groups on the discovery/pre-discovery stage. We are producing more metal than what we are finding and it is taking so much longer to find these projects and they are so much more expensive to bring them into production.

Brent Cook JUNIOR EXPLORATION BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-06-26 $0.020

Markets.  We are in a holding pattern until we get this whole Greek business settled.  He does not feel it is all that critical anyway.  70% of the Greeks want to stay in the Union.  He thinks there will be a draft agreement that will kick the can down the road.  Numbers on the US housing side are getting back to a more normal level.  There should be a backlog of demand for housing.  Unemployment is down and wages are up so we are on a roll.  Recently it looks like US consumers are spending some of that savings on gasoline.  He is drifting to ETFs.  He favours certain sectors for ETF investing.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-06-26 $0.020

REITs.  He is negative on REITs because he sees interest rates rising.  He would wait for the first rate increase by the FED and see what REITs do.  The real estate market on a longer term basis looks great.  A US hotel REIT may not be a bad investment.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC No View
SELL A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-06-26 $0.020

The great bull market in fixed income is over.  A lot of people did quite well sitting in fixed income mutual funds.  The only place you can go is equities.  He is not as keen on pipelines as he has been in the past as a replacement for fixed income. 

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2015-06-26 $128.440

(Top Pick Jul 2/14, Up 36.19%) It took a bit of a beating recently.  He wishes they had split the stock.  It is a well managed company.  They have a range of products and they are diversified globally.  The world is going to need this company to keep their crops growing.  It looks like a good year for the farmers.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-06-26 $27.140

He always liked it and sold it way too soon.  It is a well run company.  The problem is there is no way to patent their process so others have picked up the technology.  There is a lot more competition and it took the wind out of their sails.  That is going to put a cap on them.  The yield is not exciting and he doesn’t see them going anywhere.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC No View
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