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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) 2014-08-29 $0.000

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also the large cap technology side, where there is the concern of who is going to be the next player.

Jennifer Radman US LARGE OPTIMISTIC _N/A View
PARTIAL SELL AAPL-Q Apple Market Call (BNN TV) 2014-08-29 $0.000

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 

Jennifer Radman US LARGE OPTIMISTIC No View
COMMENT ABT-N Abbott Labs Market Call (BNN TV) 2014-08-29 $0.000

Doesn’t follow this one too closely. Recent reports indicate they are doing a lot of things to restart their growth.

Jennifer Radman US LARGE OPTIMISTIC No View
BUY AET-N Aetna Inc. Market Call (BNN TV) 2014-08-29 $0.000

This is an area in the healthcare space which is showing pretty good valuations across the board. The whole group is at pretty compelling valuations. A decent stock to own.

Jennifer Radman US LARGE OPTIMISTIC Unknown View
BUY BAC-N Bank of America Market Call (BNN TV) 2014-08-29 $0.000

Trading at 85% of tangible BV. Seem to be doing a better job and things are improving. The big litigation seems to be out of the way. A good sector to be in and this one should do well over the next few years.

Jennifer Radman US LARGE OPTIMISTIC Unknown View
PAST TOP PICK BPO-N (Dead) Brookfield Properties Corp. Market Call (BNN TV) 2014-08-29 $0.000

(A Top Pick Sept 20/13. Up 30.18%.) This has now been absorbed into the parent. She had actually sold her holdings. Hasn’t really had any exposure to the REIT sector, except for this one, over the last several years.

Jennifer Radman US LARGE OPTIMISTIC No View
BUY C-N CitiGroup Market Call (BNN TV) 2014-08-29 $0.000

Trading at a pretty good discount to its tangible BV. This has grown every single quarter since the beginning of 2010. Have done a very good job of taking the problem assets down and selling them out of Citi holdings. ROE will likely trend higher.

Jennifer Radman US LARGE OPTIMISTIC Yes View
PAST TOP PICK CVX-N Chevron Texaco Market Call (BNN TV) 2014-08-29 $0.000

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.

Jennifer Radman US LARGE OPTIMISTIC Yes View
DON'T BUY ELY-N Callaway Golf Market Call (BNN TV) 2014-08-29 $0.000

The stats on rounds of golf played in the US have really gone down. This company has new technology and people aren’t adopting it. They have really struggled and there is quite a bit of inventory. Not a very cheap stock. PE of 48X.

Jennifer Radman US LARGE OPTIMISTIC No View
COMMENT EMC-N EMC Corp Market Call (BNN TV) 2014-08-29 $0.000

The big kicker here is that there are some activists shareholders involved. VMware is the crown jewel that is growing at 20%. Management is arguing that it is a strategic fit, but the other side is saying they are better off being split up.

Jennifer Radman US LARGE OPTIMISTIC No View
PAST TOP PICK FDX-N FedEx Market Call (BNN TV) 2014-08-29 $0.000

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.

Jennifer Radman US LARGE OPTIMISTIC No View
DON'T BUY JCP-N J.C. Penney Market Call (BNN TV) 2014-08-29 $0.000

She likes to buy companies that are in a bit of trouble or are facing challenges. However, some challenges are a bit bigger than what she would like, and this is what is going on here. Retail in general has been a very tough, competitive environment. You really haven’t seen the consumer come back very much. This company is still in the stage of working through a transition, and a pretty big one at that.

Jennifer Radman US LARGE OPTIMISTIC No View
HOLD KKR-N KKR & Co. LP Market Call (BNN TV) 2014-08-29 $0.000

This is a long-term Hold. There are 3 revenue generating lines, which seem to be trading at a pretty good discount to where they should be. The whole financial sector has not been doing very well. Feels they are in a very good position. There will be a lot of cash coming back to shareholders in the next little while. There is a 3% yield on their recurring revenue base.

Jennifer Radman US LARGE OPTIMISTIC Yes View
BUY NSC-N Norfolk Southern Market Call (BNN TV) 2014-08-29 $0.000

Looking at the industrial sector overall, rails are the place to be. Have been doing well with a lot of energy projects. From a valuation perspective, you are still good to own the shares.

Jennifer Radman US LARGE OPTIMISTIC Unknown View
TOP PICK OCX-T Onex Corp Market Call (BNN TV) 2014-08-29 $0.000

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.

Jennifer Radman US LARGE OPTIMISTIC Yes View
TOP PICK PKI-T Parkland Fuel Corp Market Call (BNN TV) 2014-08-29 $0.000

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.

Jennifer Radman US LARGE OPTIMISTIC Yes View
HOLD SLB-N Schlumberger Ltd. Market Call (BNN TV) 2014-08-29 $0.000

A lot of the energy services companies are going to do very well and this is a leader in the space. Feels this is a very long term trend in the development, especially in the US and Canada, which has very stable political jurisdictions.

Jennifer Radman US LARGE OPTIMISTIC No View
COMMENT SYK-N Stryker Corp. Market Call (BNN TV) 2014-08-29 $0.000

In valuations, they are at the lower end of the group. There are a few factors going on, more industry-specific. You would think there was a very good demand from an aging population, but you are also getting all the change within the industry, where there are larger buying groups. With the valuations where they are, this is okay, but you’re not getting a fabulous deal. Pretty good company and a pretty good stock to own. Trading at 17X forward earnings.

Jennifer Radman US LARGE OPTIMISTIC No View
PARTIAL SELL TWTR-N Twitter, Inc Market Call (BNN TV) 2014-08-29 $0.000

This is a stock where there is a lot of speculation. You have good growth in users and a lot of that is reflected in the valuation. They haven’t actually made money yet. She prefers more established companies where they are going through a temporary challenge. This is not a stock that she would even look at. If you own, consider taking money off the table.

Jennifer Radman US LARGE OPTIMISTIC No View
TOP PICK VAR-N Varian Medical Systems Market Call (BNN TV) 2014-08-29 $0.000

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.

Jennifer Radman US LARGE OPTIMISTIC Yes View
BUY VZ-N Verizon Communications Market Call (BNN TV) 2014-08-29 $0.000

Really likes this for the cash flow yield and the story where, if you look at companies and their peers in this space, they are very good at taking the money investors give them and making a return. They were a leader in 4G development and a lot of their competition has caught up, and she bought into the weakness because of their strong history of being the leader. Also there is a lot of movement in the global telecoms space. If you look at the margins in the US for data, etc., versus those in Europe and other countries, there is some consolidation. Good defensive type stock. 4.3% dividend yield.

Jennifer Radman US LARGE OPTIMISTIC Yes View
BUY WHR-N Whirlpool Corp Market Call (BNN TV) 2014-08-29 $0.000

This screens well on the things that she looks for. There is a compelling valuation, a good balance sheet and good margins. With the improvements you are seeing in the US and people spending, this is a pretty good name to own.

Jennifer Radman US LARGE OPTIMISTIC No View
WATCH YUM-N Yum! Brands Market Call (BNN TV) 2014-08-29 $0.000

The thing to watch out for on this is speculation that they might get involved in the whole Burger King/Tim Hortons thing from a tax perspective. You might get the shares bid up a little bit on speculation, and she usually stays away from these scenarios.

Jennifer Radman US LARGE OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-28 $0.020

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 

Darren Sissons GLOBAL LARGE BULLISH _N/A View
WEAK BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-28 $0.020

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-28 $0.020

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.

Don Lato NORTH AMERICAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-28 $0.020

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.

Don Lato NORTH AMERICAN OPTIMISTIC _N/A View
SELL AAPL-Q Apple Market Call (BNN TV) 2014-08-28 $102.250

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 

Darren Sissons GLOBAL LARGE BULLISH Unknown View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2014-08-28 $102.250

(A Top Pick Aug 26/13. Up 45.52%.) Thinks Sept 9 is going to be a big deal. We are going to see some new products and are also going to see a new business or two. Thinks they still have the brightest and best research department in all of technology. Had more cash allocated to research over the last 2-3 years. If you don’t own, he would buy half now and half after Sept 9th.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
SELL ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-08-28 $66.700

Reported their earnings about 2-3 weeks ago which were a little disappointing. This has been a great performer over the last couple of years. One concern is what they are paying for their new businesses. They might be pushing the envelope a little bit too hard. The low hanging fruit has already been taken. In a rollup model you have to keep that momentum going, so you might end up taking your eye off the valuation a little. He passed on this one.

Don Lato NORTH AMERICAN OPTIMISTIC No View
WEAK BUY BAC-N Bank of America Market Call (BNN TV) 2014-08-28 $16.010

As they make more profit, the government will continue to take a little bit of money off them.  A change in government might change that.  These big money center banks will continue to grow.  Get the US banks on the downside and ride them up.  This one is a bit risky for him, however.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2014-08-28 $16.010

The outlook for this is fairly positive. They have had everything but the kitchen sink thrown at them, in terms of fines and penalties and recovery of the financial crisis several years ago. Trading at 10-11 times earnings and paying a fairly decent yield. He prefers the Canadian banks.

Don Lato NORTH AMERICAN OPTIMISTIC No View
TOP PICK BBT-N BB&T Corp. Market Call (BNN TV) 2014-08-28 $37.180

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.

Darren Sissons GLOBAL LARGE BULLISH Yes View
TOP PICK BP-N BP PLC Market Call (BNN TV) 2014-08-28 $47.920

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.

Darren Sissons GLOBAL LARGE BULLISH Yes View
DON'T BUY BX-N Blackstone Group LP Market Call (BNN TV) 2014-08-28 $33.340

He would avoid it due to the structure.  (See KKR-N today)

Darren Sissons GLOBAL LARGE BULLISH Unknown View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-08-28 $103.230

Is it more desirable to buy a stock directly before or after a stock split? It really doesn’t matter. If you buy it before the split, chances are you are probably going to pay a smaller commission because you are buying fewer shares. As far as he is concerned, he would be buying a business, and it would be valued the same as it was before a stock split.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-08-28 $46.720

(A Top Pick Aug 26/13. Up 51.67%.) Spent a good part of 2013 in the penalty box. A very, very well-managed company. Diversified across natural gas, heavy oil and light oil. Growing dividend and growing production. This is still a Buy at current levels.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY CQE-T Cequence Energy Ltd. Market Call Tonight (BNN TV) 2014-08-28 $2.310

Sold off from about $3 early in the spring. Came down initially with some of the natural gas stocks coming off on lower natural gas prices. However, they also had a couple production hiccups as well. Have focused their efforts on the Montney. Trading at just over 4X cash flow. This has big potential.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY DB-N Deutsche Bank AG Market Call (BNN TV) 2014-08-28 $34.400

They have had a number of challenges.  He does not think the EU banks had received direct injection of funds.  The UK offers better opportunities.  Be careful on continental Europe.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
WATCH DEO-N Diageo PLC Market Call (BNN TV) 2014-08-28 $119.390

Growth by acquisition story.  Now he asks, what is left to buy.  It will become more of an organic story going forward.  Once the market has digested that and once they pay down debt, there may be room to raise the dividend.

Darren Sissons GLOBAL LARGE BULLISH Yes View
BUY DKS-N Dick's Sporting Goods Market Call Tonight (BNN TV) 2014-08-28 $45.220

Still likes this. Had a mishap, which was largely golf related. Have taken some pretty drastic steps in curtailing the floor space allocated to golf and let go of a lot of their golf professionals in the stores. This was unfortunate as the rest of the business performed extremely well last quarter. They still had positive earnings and positive same-store sales. Trading at around 15-16 times earnings. Very well-managed company.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-08-28 $93.600

This company has a great outlook. He has been watching and watching this one, but has not been able to pull the trigger on it. Always seemed a little bit expensive, but they keep surprising him and the earnings keep growing very, very nicely. He would like to be able to buy it at 15-16 times earnings.

Don Lato NORTH AMERICAN OPTIMISTIC No View
DON'T BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-08-28 $13.990

He has a policy that if he has been burned by management in the past, he tends to stay away from those companies. It has done well. This is a bit of a roll up strategy, where they keep buying in smaller leasing companies. Easy money has been made in this and growth prospects are fairly muted from this point on.

Don Lato NORTH AMERICAN OPTIMISTIC No View
HOLD GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-08-28 $107.510

Just added this to his portfolio during the dip in April-May. The main catalyst for the move on the stock has been the prescription numbers that come through on a drug called Solvaldi, which treats hepatitis C with a 96% cure rate. Trading at a ridiculously low multiple of about 12-13 times next year’s earnings.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT GLW-N Corning Inc Market Call Tonight (BNN TV) 2014-08-28 $20.570

A very solid company. They make Gorrilla glass. One of his concerns is the Sapphire Surfaces, but he doesn’t think the Sapphire Surface is going to be in the iPhone as it is expensive.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-08-28 $580.320

Next to Apple (AAPL-Q), this is his biggest weighting in technology. These are brilliant guys. They diversified the core business into other ancillary businesses. They spend a lot of money on R&D. Some of that has yet to come to fruition. The basic search engine is going to drive it for years to come. Trading at around 18-19 times earnings, which is a very reasonable multiple to pay for the growth that it has.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY GS-N Goldman Sachs Market Call Tonight (BNN TV) 2014-08-28 $177.650

This is not a pure bank, but is an investment bank. Got tarred and feathered in the 08-09 crises. Was trading at that time at about 2X BV. Currently trading at about 1.1-1.2 times Book Value and is pretty attractive.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY HCLP-N Hi-Crush Partners LP Market Call Tonight (BNN TV) 2014-08-28 $65.940

This has been one of the big winners for his portfolio. They mine fracing sand in Wisconsin. This is a limited partnership, so it pays out at fairly high distribution of cash. There are some issues for Canadians owning US limited partnerships with respect to withholding tax. Still lots of growth ahead. Trading at about 15X next year’s earnings. Increased their distribution each year for the past 2 years. 3.5% dividend yield.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2014-08-28 $53.900

(Top Pick Sep 11/13, Up 1.85%)   European banks look good here and he is buying this one for clients.

Darren Sissons GLOBAL LARGE BULLISH Yes View
WAIT IBM-N IBM Market Call (BNN TV) 2014-08-28 $192.000

Did very well during the recession.  You are starting now to see a difference between old-tech and new-tech.  IBM will benefit from a recovering global economy.  If you get this at the correct price you can hold it multi-year and get growth and dividend.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
DON'T BUY JE-T Just Energy Group Market Call Tonight (BNN TV) 2014-08-28 $6.500

He would be concerned about the dividend, which is well in excess of 12%. The business has gotten much, much more difficult. There is a lot more scrutiny in what they do on door-to-door selling. Prospects for growth are questionable along with some accounting questions.

Don Lato NORTH AMERICAN OPTIMISTIC No View
HOLD JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2014-08-28 $102.950

Looks at this as a good long-term hold. Thinks the pharmaceutical industry still has a lot of growth ahead of it. This is one of the better growers because of the diversity of products, pharmaceuticals, consumer products and medical equipment devices. Trading at 17X earnings. 2.7% dividend yield.

Don Lato NORTH AMERICAN OPTIMISTIC No View
DON'T BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2014-08-28 $23.390

The presumption is that it is a safe dividend.  But they are building upon multiple fund raises and often the house is paid first.  The ability to maintain the dividend is based on their ability to raise funds.  He would pass on it based on the structure.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
TOP PICK LFUS-Q Littelfuse Inc. Market Call Tonight (BNN TV) 2014-08-28 $91.980

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-08-28 $21.910

Before the recession they were going to take over the world.  Then they got into trouble and had to cut the dividend.  They remain in the penalty box.  Now rising interest and equity markets are not going to have as much effect on the valuation.  Prefers SLF-T.  There is more upside to banks outside of Canada.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-08-28 $21.910

Has performed pretty well over the last 18 months and still has a fairly nice yield. Just bumped the dividend last quarter. Trading at a pretty reasonable multiple. This would be a benefactor of higher interest rates. Likes their international exposure. 2.8% dividend yield.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY MS-N Morgan Stanley Market Call (BNN TV) 2014-08-28 $34.060

Has no idea where they are going short term.  The US banking segment is currently on sale because interest rates are at such low levels.  Over the longer term, higher interest rates will benefit them.  It is a story of debt trading through to equity trading. 

Darren Sissons GLOBAL LARGE BULLISH Unknown View
HOLD NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2014-08-28 $13.500

This is a business that did have a little bit of problems 2 or 3 years ago when some of the orders dried-up in the municipalities that buys the transportation buses from them. The problem seems to have been put in the rear view mirror. Recently announced a small addition to their bus production. There is a huge backlog on this company. Over time the margins have improved a little, but they still have a ways to go. As they get more confidence and firm orders, there is still room for production growth increases. Solid yield which is well covered.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY NFLX-Q Netflix Inc. Market Call Tonight (BNN TV) 2014-08-28 $475.210

Sort of like Twitter (TWTR-N), but a little bit closer to having a place in his portfolio, but the multiple is a little too high for his liking. Trading at 104X forward earnings. PE to Growth ratio is 3.8%. He has to have a maximum of 2%, but ideally he likes to look at something between 1% and 1.5%.

Don Lato NORTH AMERICAN OPTIMISTIC No View
PAST TOP PICK PUK-N Prudential PLC Market Call (BNN TV) 2014-08-28 $47.850

(Top Pick Sep 11/13, Up 33.03%) He would cut back because it is overweight.

$53 Darren Sissons GLOBAL LARGE BULLISH Yes View
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