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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) 2015-02-27 $0.020

Markets. As an active portfolio manager, you have to not only cherry pick stocks, but also take the responsibility of what areas you are going to overweight and underweight, based on risk and opportunity. Looking at the Canadian index, we know it is quite heavy in energy, commodities, as well as financials. If you replicate that, you will have the same performance in both good and bad times. He tries to beat the market and outperform in good times and protect capital in bad times. Currently he has 90% in consumer discretionary while the TSX weighting is just 6%. He is looking for opportunities in the US. Currently overweight in consumer discretionary as a play on capitalizing on the recovering US economy. Feels the US consumer will be active in the coming years with names such as Magna (MG-T) and GameStop (GME-N). If you are a hands on investor and have the resources to do the homework and research, there is real value in cherry picking names, not only to beat the market in the good years, but to better protect capital in the bad years. He is more focused on the bottom up approach to investing.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-27 $0.020

Gold. Does it make sense to always have some exposure in a portfolio, or is it best to view it as just another commodity? As a long-term investment, this has not been a great investment. However, there are periods where owning gold has given an exceptional return. As a long term play, it doesn’t generate revenue, doesn’t pay a dividend and at times you want to own it and at times you don’t. He prefers bullion to owning companies, as its performance is based on the commodity price, whereas with gold companies there is the risk of the underlying commodity as well as management and balance sheet risk. Not a place that he would be.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-27 $0.020

Canadian banks. Feels these will not be as prosperous as they have been, especially on the reliance of the Canadian consumer. Looking at consumer debt as a percentage of household income, at some point we are going to see loan growth start to slow. As a result, the lean net interest margin that is there will start to hit the bottom line. He owns all the Canadian banks except for Toronto Dominion (TD-T) and Bank of Montréal (BMO-T), which are more heavily weighted in the US, which he is capturing through his US regional banks. You would be best off taking a weighting in each of them because they are correlated to one another. Or you could pick an ETF.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-27 $0.020

Railroads. He is not in this space which is really just a valuation play. On the Canadian rails, you are paying a big premium. He likes the space, but doesn’t think it is going anywhere. Wait for a bit of a pullback.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-27 $0.020

Markets. In the very near term, North America as well as global equities, they are a little extended according to the Relative Strength Index. In North America, both the S&P 500 and the TSX are in the 60 something range for the RSI, which is getting a bit overbought. Thinks a brief pause is in order. Those 2 indexes are trading at 18X-19X the trailing or forward earnings. This is at the higher end of historical valuation ranges. Geopolitical risks, uncertainty of the timing of rising interest rates, and the spill over of lower commodity prices are risks that he is looking at. They will cause more volatility. On the positive side, the lower energy costs will be a net benefit for the US economy, because 70% of the US economy is the consumer. Also, oil importing companies will benefit. Because of this, he thinks we will see markets grind higher in the US and other parts of the world. A Buy on Dips mentality still makes sense.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
COMMENT AGU-T Agrium Market Call Tonight (BNN TV) 2015-02-27 $144.380

Agrium (AGU-T) or Potash (POT-T)? This is doing very well and had a record high today. Both names are quite strong, but this one ranks a little higher due to its growth metrics and its diversified mix. Dividend of 2.63%.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
BUY ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-02-27 $48.240

Showing up in his ranking system as a stock that you want to own. In Canada you want names that are slightly defensive, given the uncertain outlook for the economy. Convenience stores and dollar stores are relatively defensive. Trading at 20X forward PE with a still very decent growth rate.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
SELL BABA-N Alibaba Group Holding Market Call (BNN TV) 2015-02-27 $85.120

This was never a Buy. He is conservative, and the stock has to pay a dividend or he doesn’t buy it. It really comes down to how the stock is priced. He would wait until there is further evidence as to where their earnings are going to be. There are easier companies to understand than this one.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-02-27 $66.810

You would own this one for its International exposure and its decent dividend profile.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-02-27 $15.090

A leader in the simulation, training product space. Their business is 60% civil, 30% defence with 10% in health care. With the growth in the number of active new fleets, he is seeing new pilots required along with new pilot certification, not to mention re-occurring pilot certification. Right now there are about 28 commercial plane assemblies per week, and for every one of those planes, you need 10 to 12 pilots. There is a lot of growth in the space which is translating into contracts. Dividend yield of 1.86%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
SELL CAT-N Caterpillar Market Call (BNN TV) 2015-02-27 $82.900

Agricultural demand for equipment sales was down quite a bit in 2014. They cut costs to stay profitable, which worked. Year-over-year they were positive for 2014. Coming into 2015, the energy crisis hit, so demand for energy equipment is down. There isn’t a real growth catalyst there. They do business in over 180 countries and 75% of their revenues is global, so they have also suffered from the strengthening US$.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
COMMENT CAT-N Caterpillar Market Call Tonight (BNN TV) 2015-02-27 $82.900

Despite some improvements in the construction equipment business, this continues to be hampered by weakness in the mining equipment business. This is one he would be cautious on. Trading at 17X forward earnings with about an 8% long-term growth. This makes it expensive at a 2X PEG ratio.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
DON'T BUY CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2015-02-27 $19.300

Not a big fan of uranium. From a technical perspective, the stock is falling below the 200 day moving average and is not getting above that very much. Thinks the demand in this particular space is slow and is waning. There is also a surplus.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
PAST TOP PICK COLB-Q Columbia Banking System Inc Market Call (BNN TV) 2015-02-27 $28.180

(A Top Pick Jan 16/15. Up 11.76%.) When buying US banks you have to realize that they don’t generate as much of their revenue from the retail consumer the same as Canadian banks do. The larger banks are right across all states, and when looking at the US recovery, it is quite patchy. In regional banks, you can really cherry pick the regions that are growing. This one is in the Pacific Northwest where he is seeing growth in wages and population.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2015-02-27 $29.510

He likes the dividend and he likes the name. Have positioned themselves to be very relevant for what is coming up for the next 5-10 years. Have been active in the wireless space, so with everybody doing so much on their smart phones, mobile data traffic has really picked up. Also, cyber security threats will increase demand for this company’s networking products. Just reported and they had a great quarter. Yield of 2.83%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2015-02-27 $29.510

Shows up on his screens as a pretty good purchase at this point. Have had some decent earnings reports recently. They are the backbone of the Internet. Trading at 13X earnings with a high single digit growth rate. The large cap technology names are doing well. A good name.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
COMMENT CSX-N CSX Corp Market Call Tonight (BNN TV) 2015-02-27 $34.310

CSX (CSX-N) or Union Pacific (UNP-N)? Both names are great. You are certainly getting exposure to the recovering US economy. In terms of valuation, he thinks Union Pacific is slightly better, and it is a much bigger company. He doesn’t think you will see a tremendous performance difference between the 2 names. 100% of revenues come from within the US, so they don’t have the risk of revenues coming from overseas with the US$ headwinds against them.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT DDAIF- (OTC-US) Daimlerchrysler Market Call (BNN TV) 2015-02-27 $47.420

Looking at any of the auto manufacturers, you have to look at how you want to make money in the market, and looking at these names on a price to earnings basis, they are attractive. With the economic recovery unfolding, there are opportunities to own them. You have to pick which name you want to be in. He prefers auto parts manufacturers as a better way to play the sector, rather than picking one car manufacturer over another.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2015-02-27 $39.460

They essentially wait for Enbridge (ENB-T) to build out pipelines and then swap them into their Hold Cos. He likes the recurring revenue stream. Recently issued $1 billion of 30 year debt to acquire another pipeline from Enbridge. There is some talk about buying the entire Canadian liquid pipeline business from Enbridge as well. The biggest risk is that it will be very sensitive to interest rates, but he doesn’t see them going up for a while. If you Buy keep a close eye on it.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
PAST TOP PICK GE-N General Electric Market Call Tonight (BNN TV) 2015-02-27 $25.990

(A Top Pick Feb 13/14. Up 6.7%.) Also, the US$ has appreciated by about 14%-15% against the Cdn$. This is a laggard to some of the other names right now because of its exposure to the energy space, but the stock should be supported by the improving global demand in longer infrastructure cycle businesses such as power generation, water infrastructure and jet engines. Pays a 3.5% dividend yield. Still likes it.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
PAST TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2015-02-27 $103.530

(A Top Pick Feb 13/14. Up 25.41%.) They have another drug which is a little bit cheaper. He still likes this. Very cheap trading at 11X forward price earnings. Still trading with a 25% estimated long-term EPS growth rate. It puts it at a PEG ratio below .5.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
PAST TOP PICK GME-N GameStop Corp. Market Call (BNN TV) 2015-02-27 $36.970

(A Top Pick Jan 16/15. Up 3%.) This is a play on the consumer. It gives you a broader range including Xbox, PlayStation and all of their games. This is an area where he is seeing dollars being channelled to. This company has done a few things in the last year which are compelling. They have grown their mobile space and are bringing the consumer in with their secondary market.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT GOOGL-Q Google Market Call Tonight (BNN TV) 2015-02-27 $562.630

Revenues and earnings continue to decline. Highly dependent on the search and advertising business, but are expanding and diversifying within that space. Putting a lot of money into R&D. If it wasn’t for that, their earnings would be even more powerful than they are today. He likes this long-term.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT GPS-N Gap Market Call (BNN TV) 2015-02-27 $41.600

Ralph Lauren (RL-N) or Gap (GPS-N)? Both of these are very reliant on the US consumer. This one generates about 80% of its revenues from the US while Ralph Lauren is 70%. Comparing these he would probably favour this one, primarily because they reach a wider scale of consumer. They have Old Navy at one end, the more economical play, Gap in the middle and Banana Republic for the luxury end. He doesn’t see anything wrong with either of these companies, but would probably look at a name like Nordstrom (JWN-N) instead, which gives you 500 brands.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
HOLD HD-N Home Depot Market Call Tonight (BNN TV) 2015-02-27 $114.750

US housing market continues to recover, which is the story behind this company. There are also very favourable demographic trends for them. Houses are aging in the US and interest rates remain low, and there is a big pent up demand for home-improvement and remodelling projects. US consumer is becoming more confident because the labour market is improving. Also, energy costs are cheaper now. Trading at 22X forward earnings with a 15% growth rate in terms of earnings per share.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT HPQ-N Hewlett-Packard Co Market Call (BNN TV) 2015-02-27 $34.840

In 2010, 2011 and 2012, the stock was negative. After taking 3 years of a beating, the stock started to bounce back and has had a pretty good year. He is still not quite sure which way they want to go with the business. They have given direction that they want to transition from being a hardware business to software. Over 50% of their revenue still comes from the PC space, which is not a space he wants to be in, as he owns their competitor Apple (AAPL-Q).

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2015-02-27 $61.280

Likes the US banks. It comes down to how you want to capture that exposure. Some are heavy on the retail consumer and some are quite heavy on the investment banking side. This one is about half retail banking, a quarter investment banking and a quarter wealth, so you are getting somewhat of a balanced approach. He is more bullish on the retail banking side and has played this through regional banks, such as Columbia Banking System (COLB-Q), National Penn (NPBC-Q) and City Holding (CHCO-Q).

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2015-02-27 $61.280

This has taken some time to start to move up, but with the US housing recovery in motion, the improving labour market and lower energy prices, these are positive developments for banks. With interest rates eventually moving up, at some point later on this year or next, Net Interest Margins should improve. Legal issues are still there, but the bigger parts are behind us. Trading at 10X forward PE, which is below historical averages.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT KO-N Coca-Cola Company Market Call (BNN TV) 2015-02-27 $43.300

Pepsi (PEP-N) or Coke (KO-N)? Year-over-year carbonated beverage sales are down about 9%, which doesn’t bode well for either name. To combat that they have diversified away by making acquisitions. This one has been going into tea companies, coconut water and even coffee. His preference is Dr Pepper Snapple (DPS-N) which has Canada Dry, Crush, A & W Root Beer. This has very little market share outside of North America and their more specific target is into Mexico, the highest soda consumption capital globally. They are gaining traction there.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT KO-N Coca-Cola Company Market Call Tonight (BNN TV) 2015-02-27 $43.300

This is a lower growth type of name. What concerns him is that they are 55% dependent on international revenues. With the soaring US$, that will certainly act as a headwind towards revenues and earnings.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
TOP PICK L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2015-02-27 $63.790

Just reported good earnings and also at a record high. This is your classic consumer staples name. Very steady and predictable growth along with a modest but growing dividend. They will probably grow their dividend at a 5% clip per year over the next several years. A lot of their capital expenditures are behind them, so you will see that in the earnings and you will see the benefits of those renovations going forward. The acquisition of Shoppers Drug Mart will certainly provide this grocery giant exposure to higher-margin profile. Trading pretty nicely at 18X forward earnings with a 15% growth rate. Dividend yield of 1.54%.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT LQD-N iShares Corporate Bond ETF Market Call Tonight (BNN TV) 2015-02-27 $121.800

Corporate bond ETF’s. Corporate bonds are somewhat interest rate sensitive, so you want to watch where interest rates are going. When you look at long-term treasury yields, they are going to stay low for longer and he doesn’t see a substantial move in interest rates.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT LVS-N Las Vegas Sands Corp. Market Call Tonight (BNN TV) 2015-02-27 $56.900

Feels consumer traffic is lower than before and remains low for the time being. He is still a little bit cautious on owning this. He would like to own it at some point just because of the real estate they own and that they are in one of the highest growth areas in the world. Trading at about 18X forward earnings, with a growth rate that should pick up. We’ll have to see about the economy in China. This is a high beta stock if you are trying to buy volatility.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
DON'T BUY MAT-Q Mattel Market Call (BNN TV) 2015-02-27 $26.320

This is in the toy space with Fisher-Price, Hot Wheels, Barbie. Historically a good chunk of where their revenues have come from has been selling Disney toys. Recently they lost a Disney contract. The challenge now is around future contracts. The bigger issue is the way children play with toys now. They are using iPads, which have thousands and thousands of apps where they can do all sorts of things. Has an attractive dividend of about 6%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
DON'T BUY MNST-Q Monster Beverage Corp Market Call Tonight (BNN TV) 2015-02-27 $141.120

A type of name that doesn’t show up in his systems too often. Trading at over 40X forward PE with a growth rate of 15%-20%, but that still puts the PEG ratio over 2X. It does have that growth, but you are paying up for that growth quite a bit. Has moved up because earnings have been decent, but also there is still a possibility that Coke (KO-N) takes a bigger piece of the pie. This is not one that he would add in his portfolio.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-02-27 $30.670

Trading at a pretty decent valuation at 9X PE with a decent growth rate, putting the PEG ratio below 1.0. One thing to remember about this stock is that it is quite volatile. You are looking at 1.4 beta. It is going to move around quite a bit, but the valuation is there. As the economy gets better and as the technology cycle continues to move forward, this is a good name to own. As a high beta stock, watch for opportunities to buy and watch for opportunities to sell.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
PAST TOP PICK NVO-N Novo-Nordisk Market Call (BNN TV) 2015-02-27 $47.750

(A Top Pick Jan 16/15. Up 8.17%.) The largest in the diabetes space. The opportunity is that because they are large, they have significant economies of scale. That is important, because their profit margin is close to double of their competitors. Areas that are growing fastest in terms of new diabetes cases are emerging market countries, which are often the ones that cannot afford to pay the same amount as we can in North America, so with a profit margin that is double their competitors, they can go into that market, provide the drugs at a lower cost, start to own the market and still make very good money.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT PEP-N PepsiCo Market Call (BNN TV) 2015-02-27 $98.980

Pepsi (PEP-N) or Coke (KO-N)? Year-over-year carbonated beverage sales are down about 9%, which doesn’t bode well for either of name. To combat that they have diversified away by making acquisitions. He thinks this one has done a better job as 50% of their revenues come from noncarbonated drinks. His preference is Dr Pepper Snapple (DPS-N) which has Canada Dry, Crush, A & W Root Beer. This has very little market share outside of North America and their more specific target is into Mexico, the highest soda consumption capital globally. They are gaining traction there.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2015-02-27 $44.850

Agrium (AGU-T) or Potash (POT-T)? Some of the fertilizer names are doing very well because of lower energy. Both names are quite strong, but Agrium ranks a little bit higher due to its growth metrics and its diversified mix. Dividend of 3.91%.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
TOP PICK PRA-N ProAssurance Corp Market Call (BNN TV) 2015-02-27 $44.990

This is in the medical liability space. With Obama care, we are seeing more and more Americans being able to access healthcare. As a result, there is a need to hire more doctors, nurses and healthcare workers, which need to be insured. This company stands to benefit from that as we continue to unfold the early days of Obama care. Have done a few acquisitions over the last few years, which is part of why their stock price has been flat. Those acquisitions now are starting to play out which significantly expanded their geographic footprints. Also, gross premiums written have started to increase significantly. Dividend yield of 2.75%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2015-02-27 $44.210

This has been rocking around quite a bit and hasn’t made a tremendous move similar to BCE (BCE-T) and Telus (T-T). He prefers those 2 names and their characteristics.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
TOP PICK RCL-N Royal Caribbean Cruises Market Call Tonight (BNN TV) 2015-02-27 $76.420

Second largest cruise ship company. Well positioned to benefit from the recovering global economy, lower fuel costs and positive long-term demographic trends. There are some modest industry capacity increases that are happening as not a lot of ships are being built. They are also making headway into Asia by trying to take advantage of the growth there. Trading pretty decently at 16X forward earnings and a 20% growth rate. Attractively valued. Dividend yield of 1.57%.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT RL-N Polo Ralph Lauren Corp. Market Call (BNN TV) 2015-02-27 $137.410

Ralph Lauren (RL-N) or Gap (GPS-N)? Both of these are very reliant on the US consumer. This one generates about 70% of its revenues from the US while Gap is 80%. Comparing these he would probably favour Gap, primarily because they reach a wider scale of consumer. This one has a great balance sheet with essentially no debt and $1 billion of cash and is looking at growing in Asia, where revenues are around 13%, which they want to get up to 20%. He doesn’t see anything wrong with either of these companies, but would probably look at a name like Nordstrom (JWN-N) instead, which gives you 500 brands.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
PAST TOP PICK SBUX-Q Starbucks Market Call Tonight (BNN TV) 2015-02-27 $93.485

(A Top Pick Feb 13/14. Up 27.03%.) A premier name that demands a premier valuation. They are expanding their food and beverage offerings. More of a breakfast type of food in the mornings. Improving labour market and lower fuel costs benefits a company like this. Trading at 27X forward earnings, but is still growing at 15%-20% EPS long-term growth.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2015-02-27 $29.000

Likes this name. They are essentially cable and media for the most part. Exited the wireless space in 2013 and rolled out their Shomi product, which is similar to Netflix. Have also rolled out Hotspots in Western Canada and currently have 30,000 of them. The idea is that if you are a customer, you can use these Hotspots for free. Over time this will start to build an ecosystem for their users. Pays a good dividend. Stock is not cheap, but it is not overvalued either.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2015-02-27 $48.080

Facebook (FB-Q) seems to be the name that you want to own in this particular space, given its valuation and that it is a little bit more on solid footing. Twitter is doing some interesting things in terms of trying to monetize and advertise, etc.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT UNP-N Union Pacific Corp Market Call Tonight (BNN TV) 2015-02-27 $120.260

CSX (CSX-N) or Union Pacific (UNP-N)? Both names are great. You are certainly getting exposure to the recovering US economy. In terms of valuation, he thinks this one is slightly better. It is a much bigger company. He doesn’t think you will see a tremendous performance difference between the 2 names. 100% of revenues come from within the US, so they don’t have the risk of revenues coming from overseas with the US$ headwinds against them.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY on WEAKNESS V-N Visa Inc. Market Call (BNN TV) 2015-02-27 $271.310

Likes this, but doesn’t own it because of valuation. Trading somewhere around 30X PE. There is a real move towards not using cash, but using plastic, and we are still in the early to mid-stages of that. The question is, what kind of correction are you going to see before it takes its next run. He wouldn’t buy at this valuation, but would wait for a correction.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
BUY on WEAKNESS VE-T Vanguard FTSE Developed Europe Index Market Call Tonight (BNN TV) 2015-02-27 $27.330

Europe is looking interesting on the back of this huge mass of QE that they are doing. It is something that he is looking at. However, it has run quite a bit, so he would wait and buy on market dips before getting into this.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT XCB-T iShares Cdn Corp Bond ETF Market Call Tonight (BNN TV) 2015-02-27 $22.150

Corporate bond ETF’s. Corporate bonds are somewhat interest rate sensitive, so you want to watch where interest rates are going. When you look at long-term treasury yields, they are going to stay low for longer and he doesn’t see a substantial move in interest rates.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK XEG-T iUnits S&P/TSX Capped Energy ETF Market Call Tonight (BNN TV) 2015-02-27 $14.140

His exposure to energy has been pretty light. He likes individual names, but for diversification purposes, he likes this ETF. Supply conditions are expected to continue to tighten. They have already fallen quite a bit since November. We are not quite there in terms of stabilization. US oil rig count has fallen to levels not seen since June 2011, and that will continue to happen and will continue to constrain supply. If world demand continues to be relatively steady, prices should stabilize and shares will rebound quite nicely.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT XID-T iShares CNX Nifty India Market Call Tonight (BNN TV) 2015-02-27 $31.830

30% financials, and not too different from what we have in Canada. He thinks those financials are stable. This is up 63% in the last 12 months. India is a beneficiary of lower oil prices, because they are a net importer. Expect to see 6%-7% GDP growth for the country. This Saturday the budget is going to be unveiled.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
COMMENT XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2015-02-27 $43.090

Not a bad Tech sector ETF except that there is about 10% of communication names in it, so it is not a pure play technology.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
HOLD ZRE-T BMO Equal Weight REITs Index Market Call Tonight (BNN TV) 2015-02-27 $20.860

When you look at the real estate market, you want to look at where interest rates are moving. In Canada we had a bit of a curve ball with the interest rate drop. REITs are still looking somewhat attractive to yield hungry investors. This particular one gives you a pretty decent yield in the 3%-4% area. Watch for when rates eventually start moving higher.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-26 $0.020

Markets.  You want to be pretty selective in where you put your money and be a bit quicker to get rid of things that aren’t working for you.  3 years ago Canada was the place to be.  Then she moved to the US and it was a good place to be.  She is 65% in the US now.  Technology continues to be her largest sector.

Jennifer Radman US LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-26 $0.020

Cdn Markets. He thinks the TSX is going to be trading between 13,000 and 15,500. To him, the bottom of the range is more important than the top. This is where things are going wrong. The 2 risks he sees are if commodity prices stay lower for longer, and the second risk is if interest rates go up quicker than people expect. Other than energy and commodity stocks, everything is doing pretty well. To get to the top of the range, we would have to see commodity prices pick up fairly significantly. Hopes that the oil price works its way through to the companies. Expects it will take 6-12 months. As long as oil prices trend up in 12 months, the remainder of the companies in the oil patch will be okay on the dividend side.

Douglas Kee CANADIAN DIVIDEND UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-26 $0.020

Banks. These represent the economy and what is happening. Their domestic retail businesses pay the dividends and grow the dividends from that. Not a bad place to be, but he would suggest there are other industries you could invest in where you would get added growth. What he does, is have backbone type sectors such as utilities, pipes and telecoms. He then tries to add in some companies that are growing their dividends at a faster rate. It may be a lower yield, but growing at 10%-15%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-02-26 $130.415

She does not like consumer products tech companies because of how fast the consumer shifts their preferences.  She is always watching it, however.

Jennifer Radman US LARGE SELECTIVE No View
HOLD ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2015-02-26 $44.180

Got hit especially hard in the 4th quarter, because of its name. Dividend prospects are good. Have good projects coming on, including some Hydro ones in BC. Dividends are likely to grow in the high, single or low double digit area. Have some good opportunities in liquefied petroleum gas as well as liquefied natural gas.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK ANN-N Ann Inc. Market Call (BNN TV) 2015-02-26 $34.760

(Top Pick Jan 10/14, Down 2.39%) This one is lagging.  As long as she sees management doing something she sticks with the name.

Jennifer Radman US LARGE SELECTIVE Yes View
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