|
A Commentary |
A Comment -- General Comments From an Expert |
Market Call Tonight (BNN TV) |
0000-00-00 |
$0.020 |
Markets. TSX is overweight in commodity sensitive stocks. Natural gas has got the energy stocks under pressure. Also gold stocks have had a rough time. The US is more balanced in sectors and has been doing rather well. NASDAQ has been leading the way in technology. |
|
Bill Carrigan |
TECHNICAL ANALYSIS |
UNKNOWN |
Unknown |
View |
|
A Commentary |
A Comment -- General Comments From an Expert |
Market Call Tonight (BNN TV) |
0000-00-00 |
$0.020 |
US$ Vs. Gold. It is not true that when the US$ is up, gold will be down or vice versa. |
|
Bill Carrigan |
TECHNICAL ANALYSIS |
UNKNOWN |
Unknown |
View |
|
BUY |
AFL-N |
Aflac Inc |
Market Call (BNN TV) |
0000-00-00 |
$33.190 |
So much of its business is in Japan and this is the reason for its loss, especially in the insurance business. This is an opportunity to buy a very solid company at 5.5X earnings. Decent dividend yield of 3.5%. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
No |
View |
|
BUY |
AFL-N |
Aflac Inc |
Market Call (BNN TV) |
0000-00-00 |
$33.190 |
So much of its business is in Japan and this is the reason for its loss, especially in the insurance business. This is an opportunity to buy a very solid company at 5.5X earnings. Decent dividend yield of 3.5%. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
No |
View |
|
BCE-T |
BCE Inc. |
Market Call (BNN TV) |
0000-00-00 |
$38.040 |
An OK buy. If you look at the 3 telcos, this one has the highest yield but also the highest multiple. Feels there is a little bit better long-term growth with Rogers. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
No |
View |
|
PAST TOP PICK |
CCC-N |
Calgon Carbon |
Market Call (BNN TV) |
0000-00-00 |
$13.870 |
(A Top Pick Sept 8/10. Up 13.65%.) Produce carbon for water purification systems. Have been hurt and little by municipal funding issues. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
Yes |
View |
|
PAST TOP PICK |
FRC-T |
Canyon Services Group |
Market Call (BNN TV) |
0000-00-00 |
$11.100 |
(A Top Pick Sept 8/10. Up 112.86%.) Oil field Services. Still some good growth ahead. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
Yes |
View |
|
PAST TOP PICK |
MA-N |
Mastercard Inc. |
Market Call (BNN TV) |
0000-00-00 |
$340.970 |
(A Top Pick Sept 8/10. Up 82.62%.) Still cheap enough to Buy. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
Yes |
View |
|
TOP PICK |
PXT-T |
Parex Resources Inc. |
Market Call (BNN TV) |
0000-00-00 |
$7.490 |
Recently released some drilling results with their end of August going up from 7000 BOE’s a day in July to almost 9300 a day. They are on their way to target of 14,000 by year-end. Operates in Colombia and Trinidad. Pretty good management. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
Yes |
View |
|
HOLD |
SBUX-Q |
Starbucks |
Market Call (BNN TV) |
0000-00-00 |
$39.900 |
Classic case of a great company in a market where there is very little growth but has growth itself. Multiple of 27X this year's earnings and 23X next year's is too high for him. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
No |
View |
|
TOP PICK |
TOU-T |
Tourmaline Oil Corp |
Market Call (BNN TV) |
0000-00-00 |
$33.620 |
Just did an equity issue at $33, which was well oversubscribed to fund exploration for next year to 565 million. Great management and great land position. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
Yes |
View |
|
PARTIAL BUY |
TRQ-T |
Turquoise Hill Resources |
Market Call Tonight (BNN TV) |
0000-00-00 |
$12.750 |
This one has been following the course of most commodity sensitive stocks. Chart shows a strong downtrend. Currently it is right in the resistance and this is not a place to give away the stock. Don't Sell. If you like, you can pick away at it. |
|
Bill Carrigan |
TECHNICAL ANALYSIS |
UNKNOWN |
Unknown |
View |
|
TOP PICK |
V-N |
Visa Inc. |
Market Call (BNN TV) |
0000-00-00 |
$91.420 |
Historically traded at a premium multiple to MasterCard (MA-N) but now trades at a discount. Both are looking at 18%-19% growth in earnings. Trading at around 16X next year's earnings. Lots of growth potential. |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
Yes |
View |
|
XOM-N |
Exxon Mobil |
Market Call (BNN TV) |
0000-00-00 |
$71.970 |
Shale gas in China as well as making an entry in Natural gas in North America. There are plenty of opportunities in Canada for oil/gas plays so he doesn’t own this one |
|
Don Lato |
NORTH AMERICAN - LARGE |
UNKNOWN |
No |
View |
|
BUY on WEAKNESS |
AT-T (Dead) |
Alcatel |
Market Call (BNN TV) |
2000-10-02 |
$95.000 |
Lower X earnings than competitors. Long term. Positive stock |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
BUY |
BAM.LV.A-T |
Brascan Corporation |
Market Call (BNN TV) |
2000-10-02 |
$19.000 |
Cheap stock. Expect slow growth. Use as a defensive play |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
DON'T BUY |
BB-T |
BlackBerry |
Market Call (BNN TV) |
2000-10-02 |
$156.000 |
30 X revenue. Too high. Can they handle e-mail/phone, etc? |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
BUY |
BBD.B-T |
Bombardier Inc (B) |
Market Call (BNN TV) |
2000-10-02 |
$25.000 |
Good long term. Buy and Hold |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
DON'T BUY |
BLD-T |
Ballard Power Systems |
Market Call (BNN TV) |
2000-10-02 |
$157.000 |
Too volatile. Value already built in. No earnings |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
TOP PICK |
BMO-T |
Bank of Montreal |
Market Call (BNN TV) |
2000-10-02 |
$68.000 |
Probable best candidate for consolidation. Cheapest multiple of all the banks |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
BUY |
DNK-T (Dead) |
Dynatek |
Market Call (BNN TV) |
2000-10-02 |
$8.000 |
Not too many analysts following One gave a goal |
14 |
Bruce Sellery |
NOT APPLICABLE |
20 |
Unknown |
View |
|
TOP PICK |
FMCC-Q2 |
Freddie Mac |
Market Call (BNN TV) |
2000-10-02 |
$55.000 |
Low P/E |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
DON'T BUY |
JDU-T |
JDS Uniphase |
Market Call (BNN TV) |
2000-10-02 |
$136.000 |
Exposed to a dynamically growing environment. |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
BUY |
MG-T |
Magna Int'l. (A) |
Market Call (BNN TV) |
2000-10-02 |
$67.000 |
Auto slow down already reflected in stock. Long term. Good company |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
BUY |
NT-T (Dead) |
Nortel |
Market Call (BNN TV) |
2000-10-02 |
$93.000 |
No pre-announcements. Could be good earnings reports |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
BUY |
PCA-T |
Petro-Canada |
Market Call (BNN TV) |
2000-10-02 |
$35.000 |
Likes. Long term |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
DON'T BUY |
PD-T |
Precision Drilling |
Market Call (BNN TV) |
2000-10-02 |
$54.000 |
Oil SERVICE stocks very volatile. Good news already in and only a little upside |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
BUY on WEAKNESS |
STE-T (Dead) |
Stelco Inc |
Market Call (BNN TV) |
2000-10-02 |
$6.000 |
Steel slowdown has affected. On long term, prices will probably stabilize |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
TOP PICK |
TWF.UN-T (Dead) |
Timberwest Forest |
Market Call (BNN TV) |
2000-10-02 |
$11.000 |
10% per year dividends. Prices down now because of timber prices |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
STRONG BUY |
ZL-T (Dead) |
Zarlink |
Market Call (BNN TV) |
2000-10-02 |
$31.000 |
Inexpensive. Good potential for upside based on their PBX and new chip |
|
David Goodman |
CANADIAN LARGE |
21 |
Unknown |
View |
|
DON'T BUY |
ATY-T (Dead) |
ATI Technologies |
Market Call (BNN TV) |
2000-10-03 |
$12.000 |
Good potential. Got caught moving from old to new products + competition |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY on WEAKNESS |
BB-T |
BlackBerry |
Market Call (BNN TV) |
2000-10-03 |
$155.000 |
Best product but too expensive |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
WAIT |
BCE-T |
BCE Inc. |
Market Call (BNN TV) |
2000-10-03 |
$34.000 |
Concern on Teleglobe strategy. Tremendous prospects down the road |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
STRONG BUY |
BLD-T |
Ballard Power Systems |
Market Call (BNN TV) |
2000-10-03 |
$142.000 |
Solid company. Good sponsorship |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
BMO-T |
Bank of Montreal |
Market Call (BNN TV) |
2000-10-03 |
$68.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
BNS-T |
Bank of Nova Scotia |
Market Call (BNN TV) |
2000-10-03 |
$43.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
CCT-T |
Catamaran Corp |
Market Call (BNN TV) |
2000-10-03 |
$2.000 |
Cheap as a tech. Small volume |
|
Bruce Sellery |
NOT APPLICABLE |
20 |
Unknown |
View |
|
WAIT |
CIC-T |
Certicom |
Market Call (BNN TV) |
2000-10-03 |
$116.000 |
A leader in encryption, but high valuation |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
CM-T |
Canadian Imperial Bank of Commerce |
Market Call (BNN TV) |
2000-10-03 |
$49.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
CNR-T |
Canadian National R.R. |
Market Call (BNN TV) |
2000-10-03 |
$44.000 |
If economic growth is good, then a good stock to own |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
DTC-T |
Domtar Inc. |
Market Call (BNN TV) |
2000-10-03 |
$13.000 |
Good company/management. Expect volatility in commodity sector |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY on WEAKNESS |
EME-T-DEAD |
Emergis Inc. |
Market Call (BNN TV) |
2000-10-03 |
$68.000 |
Good company, but expensive. Needs to succeed in US & have ability to handle. Buy under 70 |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
GWO-T |
Great West Lifeco |
Market Call (BNN TV) |
2000-10-03 |
$30.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
IAG-T |
Industrial-Alliance Life Ins |
Market Call (BNN TV) |
2000-10-03 |
$31.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY on WEAKNESS |
JDU-T |
JDS Uniphase |
Market Call (BNN TV) |
2000-10-03 |
$133.000 |
Great company. Expensive. A good long term buy |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
MFC-T |
Manulife Financial |
Market Call (BNN TV) |
2000-10-03 |
$31.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
NA-T |
National Bank of Canada |
Market Call (BNN TV) |
2000-10-03 |
$24.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
TOP PICK |
NDN-T |
Nordion Inc |
Market Call (BNN TV) |
2000-10-03 |
$30.000 |
Strong cash flows- Likes their move into proteomics (protein analysis) for development of drugs |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
WAIT |
NT-T (Dead) |
Nortel |
Market Call (BNN TV) |
2000-10-03 |
$94.000 |
Doing a great job, but valuation too high |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
RCI.B-T |
Rogers Communcations (B) |
Market Call (BNN TV) |
2000-10-03 |
$33.000 |
Great cable company. Like it |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
RY-T |
Royal Bank |
Market Call (BNN TV) |
2000-10-03 |
$44.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
SJR.B-T |
Shaw Communication (B) |
Market Call (BNN TV) |
2000-10-03 |
$35.000 |
Great cable company. Like it |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
SLF-T |
Sunlife Financial |
Market Call (BNN TV) |
2000-10-03 |
$31.000 |
Expect good growth on banks & Insurance companies |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
STRONG BUY |
TD-T |
Toronto Dominion |
Market Call (BNN TV) |
2000-10-03 |
$45.000 |
Favourite bank. Have tremendous leverage in brokerage business |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
TOP PICK |
TRI-T |
Thomson Reuters Corp |
Market Call (BNN TV) |
2000-10-03 |
$57.000 |
A conservative play in the internet |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
BUY |
VRX-T |
Valeant Pharmaceuticals |
Market Call (BNN TV) |
2000-10-03 |
$102.000 |
Downturn/Competition got approval on similar drug |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
DON'T BUY |
WIN-T |
Wi-Lan Inc. |
Market Call (BNN TV) |
2000-10-03 |
$33.000 |
A conceptual stock. Conservative on this one |
|
Ted Macklin |
CANADIAN LARGE |
CAUTIOUS on TECHS |
Unknown |
View |
|
DON'T BUY |
A Commentary |
A Comment -- General Comments From an Expert |
Market Call (BNN TV) |
2000-10-04 |
$15.000 |
Copper is still hot. No new mines and some feed stock issues. |
|
Ray Steele |
CANADIAN VALUE |
BULL on TECHNOLOGY |
Unknown |
View |
|
STRONG BUY |
ATY-T (Dead) |
ATI Technologies |
Market Call (BNN TV) |
2000-10-04 |
$12.000 |
Good at present levels. New radian chip creating new contracts |
|
Ray Steele |
CANADIAN VALUE |
BULL on TECHNOLOGY |
Unknown |
View |
|
TOP PICK |
AUR-T (Dead) |
Aur Resources |
Market Call (BNN TV) |
2000-10-04 |
$3.000 |
Likes the copper exposure. Lots of cash. An alternative to Noranda |
|
Ray Steele |
CANADIAN VALUE |
BULL on TECHNOLOGY |
Unknown |
View |