Table View - Opinions in Detail | StockChase
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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 2016-08-29 $0.000

Markets.  The biggest cost to the US government for the next 20 to 30 years is healthcare, but you don’t get the development of drugs from companies without the profits.  We need to watch the IBB-N biotech ETF.  He thinks it might re-test the lows.  He sees a 40% chance of a rate hike in September and a 63% chance in December.  Don’t think the fed will not raise interest rates in front of the election.  They have done it before.  He thinks the US$ will rise from here as we have challenges in Europe and Japan.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-29 $0.000

Educational Segment.  The US$.  The market changed dramatically after the Fed said the rates were to go up September and December both.  The Euro is 57.6% of the US dollar index, so it matters what Europe does.  The notion that currency doesn’t matter is wrong.  It is the most important factor when investing.  A rate hike will put downward pressure on commodities and upward pressure on the US$.  He thinks we re-test the Brexit lows over the next couple of months.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-29 $0.000

Do you trim preferred or common shares when you need to lighten up on equities?  Perpetual preferreds trade more like bonds.  They may underperform in the next while whereas rate resets may do better.  Common shares will have even more volatility.  So he would sell these when rebalancing.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-29 $0.000

Sell a losing stock or a winning stock when you need to lighten up on equities?  He would crystallize the loss.  But it all depends on the particular situation, whether it is a taxable account and how it is diversified.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-29 $0.000

Markets.  We are in the early stages of secular bull market for the US$.  We are going to hike rates in the US for September and that is bullish.  Unless we get the right data point between now and the third week of September the raise should happen.  An increasing US$ brings earnings down when repatriated.  He thinks attracted investment into the US will counteract it in valuations.  Canada is SO overvalued.  It is crazy – all assets – housing & markets.  Canada topped out in earnings in 2011.  Canada doesn’t look good.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-29 $0.000

Where to park US$ for 6 months?  No equity is a safe haven.  Verizon would be the closest he could find .  He has a  $52 model price and it has a 4% yield.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
WATCH ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-08-29 $0.000

They are refueling their growth with a series of acquisitions.  We are hitting resistance at EBV+6 so the ride is over.  Model price $71.  If we ever get a correction he would love to buy it at $45.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
WATCH BAC-N Bank of America Market Call (BNN TV) 2016-08-29 $0.000

They rallied last week because of the expectation of raising rates.  The only problem he has is that it is under EBV-3.  He wants to see a positive transit above this.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
DON'T BUY CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2016-08-29 $0.000

It is hard to be positive on this one.  The model price is $19, or a 50% upside but it just had a negative transit to EBV.  He wonders if the dividend is safe.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
HOLD CP-T Canadian Pacific Rail Market Call (BNN TV) 2016-08-29 $0.000

You are at your limit in terms of price (EBV+6), and his model price of $198.  But long term it looks pretty good.  By next year EBV+6 will be $256.  There is not an American railroad he likes.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
BUY on WEAKNESS CSU-T Constellation Software Inc. Market Call (BNN TV) 2016-08-29 $0.000

He likes it.  $400 model price, but they could do a lot of things to increase the model price, such as a stock split. 

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
DON'T BUY DH-T DH Corporation Market Call (BNN TV) 2016-08-29 $0.000

The problem is that acquisition.  It is big.  He thinks there is doubt in their strategy.  The model price is $37.  At $22 he would be interested in it.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
WEAK BUY EMP.A-T Empire Company (A) Market Call (BNN TV) 2016-08-29 $0.000

It has had its struggles with the Safeway acquisition.  His model price is $25.50, a 20% upside.  It should hold here at EBV+2.  All his Canadian picks he is not crazy about.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
BUY FLEX-Q Flextronic International Market Call (BNN TV) 2016-08-29 $0.000

The model price is $18.62, it has a 44% upside.  It will probably get to EBV+4.  Sell at $14.50 and buy at $11.56.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
TOP PICK GE-N General Electric Market Call (BNN TV) 2016-08-29 $0.000

We are getting to a point where the basic fundamentals are running out in the markets and you need to look for stocks that are re-organizing.  Model price is up to $25.  It keeps going up.  The fundamentals will keep pushing the stock up.  You want industrials with the infrastructure products coming up.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
PAST TOP PICK GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2016-08-29 $0.000

(Top Pick Sep 19/15, Down 27.04%) $170 Model price.  It is at 7 times PE.  Wall street does not like them because they cure someone rather than sell them drugs for life.  Keep an eye on it.  He thinks it will do well.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
TOP PICK HPE-N Hewlett Packard Enterprise Co. Market Call (BNN TV) 2016-08-29 $0.000

HP-N was old tech.  It split and HPE-N is up 40% in his fund already.  Everyone is confused.  This part is the cloud, security, etc.   The old one is the contract manufacturer.  HPE-N is at EBV whereas peers are multiples of this.  31% upside.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
DON'T BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-08-29 $0.000

It is really the sub-prime housing of the US.  We have pulled so much demand forward.  This is cyclical.  His model price is $88.  This stock has a long way to fall in the event of a correction.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
PAST TOP PICK MSFT-Q Microsoft Market Call (BNN TV) 2016-08-29 $0.000

(Top Pick Sep 19/15, Up 37.87%) If it pops to EBV+7, $76 it would be a sell.  Model price is $62.  It just had a positive transit over one of his lines, meaning it is a buy signal.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
DON'T BUY RUS-T Russel Metals Market Call (BNN TV) 2016-08-29 $0.000

It is a cyclical.  It got down to EBV earlier and had a big bounce.  He thinks it will come down to EBV ($13.60) again.  They are paying out more than they are earning.  Don’t touch it.  Look at it if it gets to the single digits.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
DON'T BUY SH-T Shopify Inc. Market Call (BNN TV) 2016-08-29 $0.000

Everyone is looking at revenue growth and not earnings.  It is very expensive at EBV+9.  They will lose $.19 this year and $.16 next year. 

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
WEAK BUY SIL-N Global X Silver Miners Berman's Call 2016-08-29 $0.000

How to Play Silver.  There are three different ways to play: Seniors (SLVP-N), Juniors (SILJ-N) or the metal, SIL-N.  He would buy SIL-N on dips.  But if the US$ gets stronger in the interim, then it would mitigate some of your gains.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY SILJ-N PureFunds™ ISE Junior Silver ETF Berman's Call 2016-08-29 $0.000

How to Play Silver.  There are three different ways to play: Seniors (SLVP-N), Juniors (SILJ-N) or the metal, SIL-N.  He would buy SIL-N on dips.  But if the US$ gets stronger in the interim, then it would mitigate some of your gains.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS SJ-T Stella-Jones Inc. Market Call (BNN TV) 2016-08-29 $0.000

You always get a correction in this stock.  If it comes back to EBV+4 ($36) he would be a big buyer.  His model price is $62.63, a 46% upside.  It will either get news or do an acquisition and be back up.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
DON'T BUY SLVP-N iShares MSCI Global Silver Miners ETF Berman's Call 2016-08-29 $0.000

How to Play Silver.  There are three different ways to play: Seniors (SLVP-N), Juniors (SILJ-N) or the metal, SIL-N.  He would buy SIL-N on dips.  But if the US$ gets stronger in the interim, then it would mitigate some of your gains.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WAIT UNH-N UnitedHealth Group Inc Market Call (BNN TV) 2016-08-29 $0.000

It is coming in under EBV+5, or $116.81, -14% to model price.  We are getting 9% compound health care cost increases in the US annually.  Wait for $110, EBV+4, to buy the stock again.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
DON'T BUY VT-N Vangrd Total World E.T.F. Berman's Call 2016-08-29 $0.000

This is only in the US market and trading it might involve currency conversion costs.  The CAD$ is somewhat undervalued right now so he thinks this is a bad time.  Also you get all the other currency exposure.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK VZ-N Verizon Communications Market Call (BNN TV) 2016-08-29 $0.000

(Top Pick Sep 19/15, Up 23.59%) He still likes it.  It is at his model price.  The model price will be up in a year.  It has a good dividend.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
DON'T BUY XHB-N SPDR HOMEBUILDERS E.T.F. Berman's Call 2016-08-29 $0.000

How to Play the Housing Market in the US.  US housing has already come back.  He is not sure there is a whole lot more upside.  XH­B-N has the home builders and this is the best way to play that market.  It also has other companies that benefit from new home sales.  It does not have the lumber companies, however.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK XOM-N Exxon Mobil Market Call (BNN TV) 2016-08-29 $0.000

It is at EBV+3, great dividend.  Oil is so out of favour.  His model price is $73.  You are buying the best company in the world at a cheap price, based on the commodity.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
SELL ZHY-T BMO HighYield Corp Bond US Hedge to CAD ETF Berman's Call 2016-08-29 $0.000

Don’t invest in it because it is ‘high yield’.  You are investing in the worst companies that have not defaulted yet.  There is more risk in these bonds.  When the economy turns down these companies will struggle.  It will trade like equities.  He thinks markets are much closer to a top than a bottom.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2016-08-29 $0.000

Recommendation for a US or European ETF? The US is expensive, while Europe is relatively cheap.  From a long term buy and hold perspective, Europe is okay.  He likes ZWE-T, high quality, high dividend, currency hedged with a covered call overlay.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-26 $0.020

Market. In the very near short term, he is uncertain as to how things are going to go. September and the first part of October are usually choppy. However, in July there was a volume thrust and a breadth thrust, which are pretty unique situations, and they used up a lot of the short term energy to occur. Longer-term they have historically produced great numbers in the market. It is going to take a little while for that to build up. Once we hit that seasonally strong period of November-May, the market should make fairly good progress. One of the relative signals he looks at is growth versus value, and each of those individually versus the market. In the last 3-4 weeks, he started to see a transition where growth stocks are starting to gain a little momentum in the overall market, and value stocks are starting to lose a little momentum. At the same time, momentum on some of the yield stocks have started to wane. It’s too early to tell if this is a direction change.

Bruce Campbell (2) CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-26 $0.020

Market. To bring valuations down, we are going to need more earnings growth for the back half of the year and into next year. The markets are elevated in terms of valuations. The S&P 500 is trading at about 18.5X forward earnings, and the TSX is trading at about 19.5X forward earnings. The historical 10-year average for forward PE multiples is about 14X. He is pretty constructive and selective of NA equities. Low interest rates are still there acting as a safety net for equity prices. We are getting some hints of more fiscal stimulus from the fiscal side, which might help equity markets and the economies. From a technical perspective, we just broke out of an 18-month range bound market and broke above very key levels in the S&P 500. Historically this is a softer part of the year, so we may see some volatility going into September after the Labour Day weekend. That will provide investors with an opportunity to selectively Buy on dips. 

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-26 $0.020

Gold? His portfolio actually held silver as a precious metal, and he just sold it. The prospect of rising interest rates now is a bit closer, so things like gold and silver may start to come off a little. If next week’s jobs numbers are not so great, then interest rates moving higher will be pushed even further, and maybe gold will start moving higher.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-08-26 $106.940

(Market Call Minute.) Sold his holdings a few weeks ago. With the iPhone being 2/3 of its sales and slowing sales is a bit of a concern for him.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
TOP PICK AIF-T Altus Group Market Call (BNN TV) 2016-08-26 $26.850

Commercial real estate valuations. Consulting is their steady Eddie business, but they also have Altus Analytics, a software business which is a really high recurring business with strong margins, and which has been growing at about 30% per year. As well, they have a survey business which has been hurt by the energy sector and we are starting to see a turn in energy. Dividend yield of 2.19%.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT AIG-N American International Group Market Call Tonight (BNN TV) 2016-08-26 $59.020

An insurance company, and you need rising interest rates for insurance companies to do very well. The chart is pretty much sideways. Until we see rates actually start moving higher, and the Fed actually makes some action rather than talking about rising interest rates, the stock will probably move sideways for quite some time. In the US, he would look at the actual bank companies, rather than the insurers.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
WAIT AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2016-08-26 $171.970

(Market Call Minute.) He likes the biotech and the healthcare space, but there is some rhetoric coming out of the US in terms of politics. Keep an eye on that before buying a name like this.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2016-08-26 $11.930

When interest rates start going up, there will be a selloff in all of these utility names. You could also see a potential selloff when there is a rotation in money moving from sector to sector. Some of the utilities, REITs and telcos had been bought for yield/safety and are starting to get a little bit stretched now. If you are a trader, you can take advantage of this by selling some now, wait for a lower price or rotate into a different area. He has been doing this with some of his holdings.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT AVO-T Avigilon Corp Market Call (BNN TV) 2016-08-26 $9.340

This has been a tough one for investors in the last few years. They were really focused on hitting this $500 million revenue target, and from all accounts it looks like they are going to succeed. However, they have done it at the cost of being profitable and being cash flow positive. Sold his holdings at significant higher prices. It is probably a takeover candidate once they turn that profitability around.

Bruce Campbell (2) CANADIAN UNKNOWN No View
TOP PICK AXP-N American Express Market Call Tonight (BNN TV) 2016-08-26 $64.790

This continues to focus on the lending side of its business, and they are doing a lot of cost cutting initiatives which is going to help shares move higher. Technically, it recently broke its 200 day moving average on the upside, which is very bullish. It has formed a solid recovery from its lows earlier this year. Fundamentally it is reasonably valued, trading at about 12X forward earnings, with an estimated growth rate of 8%-10% in terms of earnings per share. Over the last 5 years, it has delivered an annual dividend growth rate of over 10%, and going forward he expects it to be 8%-9%. Dividend yield of 1.79%.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT BOS-T Airboss of America Market Call (BNN TV) 2016-08-26 $13.420

This was a darling last fall and in the early part of this year, but has really sold off. A lot of that had to do with prospects for their business and the multiple that the market was paying. They are in rubber compounding and do a lot in defence, which will be where their uptake is in the next few years. With the US candidates’ comments, there is potential for bigger military and bigger military spend. The major shareholder on this is the CEO.

Bruce Campbell (2) CANADIAN UNKNOWN No View
COMMENT CHW-T Chesswood Group Market Call (BNN TV) 2016-08-26 $11.230

Just had an interesting quarter where they had great numbers both from earnings and cash flow, but their loan loss provisions came in a little bit lower than expected. It looks like management is streamlining what they have, making a few smaller acquisitions that tuck into their traditional financing business. It still trades at a pretty reasonable multiple. Also, has a nice yield which is well supported. He has this on his radar screen.

Bruce Campbell (2) CANADIAN UNKNOWN No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2016-08-26 $84.640

These names are considered cyclical because they are in the industrial space. The chart looks pretty decent in that it has broken above the 200 day moving average and staying above that. Also, oil prices have started to recover so the volume moving from A to B should start to improve. Some others he has been watching include CSX (CSX-X) and Union Pacific (UNP-N).

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2016-08-26 $135.550

This ranks almost dead centre in the middle of all the Canadian companies he looks at. The price has been dropping, so technically it ranks in the bottom 20% of his rankings. He would like to see an improvement in both rankings. Longer-term, this is a great company. If you are more into the value camp, you could start looking at this for a 2-3 year timeframe.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WAIT CXR-T Concordia Healthcare Market Call (BNN TV) 2016-08-26 $11.510

This has got back to the level where he had started to initially acquire it. He would like to see the Donnatal numbers stabilize and what happens with some of the new things that are coming out with in the International division. He would wait a quarter or 2 of solid numbers before stepping back in.

Bruce Campbell (2) CANADIAN UNKNOWN No View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-08-26 $95.210

(A Top Pick Aug 27/15. Down 5.54%.) Had a lot of issues with what is happening with ESPN and cord cutting, but they’ve started to address that with the MLB business they purchased, which leads the way to hopefully more streaming services with ESPN. That may help stem some of the worries. He likes the name, but valuations are little stretched so he is keeping an eye on it. Also, just opened Shanghai Disney World.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2016-08-26 $2.430

It seems things are getting close to being finalized with the Bennett litigation. That will mean the company will no longer have to pay for Mr. Bennett’s legal bills. The company just released a pretty decent quarter. However, their payout ratio came out to less than 100%, and the stock price actually started to move up off of that. It looks like the Alberta economy is going to start to pick up, which will mean a bottoming in the Franworks Restaurant, and you could see same-store sale improvements. It looks like the dividend is sustainable at these levels. If you are a longer-term investor and can wait for Franworks to turn itself around, you will then get a nice yield and probably some capital appreciation. When that happens, management is probably scouting out for the next deal as they want to make this a multi-royalty company.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2016-08-26 $97.390

This has executed very well. He recently took profits because the valuations were getting a bit stretched. Trading at 27X earnings with a 16% growth rate, you are paying a 1.7 PEG ratio, which is a bit expensive. He would like to see a lower price.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT ETN-N Eaton Corp. Market Call Tonight (BNN TV) 2016-08-26 $67.320

(Market Call Minute.) He likes the industrials and this looks very interesting. They provide engineered equipment to different companies.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
PAST TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2016-08-26 $124.960

(A Top Pick Aug 27/15. Up 39.26%.) In the social media space, this has a very strong and considerable competitive advantage. The catalyst with this is what is going to happen with Instagram to monetize that space. WhatsApp is another business they own, and they will be able to monetize that business as well. Ever since this company IPO’d, they’ve only missed one quarterly earnings expectation.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT GPRO-Q GoPro Inc Market Call Tonight (BNN TV) 2016-08-26 $14.720

The chart shows there has been lots of damage. It had a high of $49.50, and is now $14.72. However, it has been basing for quite some time and is above its 200 day moving average. Is demand for these types of cameras and drones increasing or are they coming down? It is probably softening at this point. They are still losing money.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
TOP PICK ITP-T Intertape Polymer Group Market Call (BNN TV) 2016-08-26 $21.880

There has been a major turnaround in this story. It was a company that was not well-managed and had a huge debt load. They have turned things around, doing it by one division, one plant at a time. Thinks they are going to capitalize by being in the right place at the right time. The majority of what they do is tapes. As more and more people go online, things are being shipped out in boxes that are going to have to be taped. They’ve a 5-year plan of doubling revenue, based all on organic growth. Dividend yield of 3.29%.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2016-08-26 $119.040

(Market Call Minute.) Has worries about what is happening in the healthcare space in terms of drug pricing, etc. However, the nice thing about this is that it has the consumer products division, so it is a nice diversified health care name.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT KRE-N SPDR S&P Regional Banking ETF Market Call Tonight (BNN TV) 2016-08-26 $42.110

SPDR Financial (XLF-N) or SPDR S&P Regional Banking? He likes XLF more because it has the larger cap more diversified names that are in capital markets, investment management, security management and wealth management. Interest rates will eventually move higher, but will stay low for long, and you want to have companies that are more diversified.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
BUY L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2016-08-26 $71.270

(Market Call Minute.) He likes this. It is part of that safer defensive part of your portfolio.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
PAST TOP PICK LND-X Inspira Financial Inc Market Call (BNN TV) 2016-08-26 $0.420

(A Top Pick Aug 19/15. Down 66.93%.) Originally they were going to be lending to doctors doing short-term financing. In the last few months they announced they were going to go into a software service business in order to provide billing software for the addiction rehab business in the US. That was a bit of a shock for him, so he exited his position. Since then, they have announced a dividend, but it hasn’t done much for the stock price.

Bruce Campbell (2) CANADIAN UNKNOWN No View
HOLD MFC-T Manulife Financial Market Call (BNN TV) 2016-08-26 $17.820

In his ranking system, it is in the 2nd quartile of all the companies he looks at. Technically, it would rank a lot lower. There are 2 aspects that are going to drive the business. One is interest rates and the other is their Asian business, whose economy continues to improve.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WATCH MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-08-26 $52.340

This has shown up on his screens as cheap valuations, trading at 7 or 8 times forward PE. What is worrying is that he thinks it is facing some moderating US and global auto sales. They are trying to increase the content in the auto parts they provide, as well as going into the higher margin technology parts. On the one hand you have the problem of slowing growth, but on the other hand it is a pretty cheap stock. He would watch to see where it lands and where it is moving. He would want to confirm that it is above the 200 day moving average, and use a stop loss.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT MITL-Q Mitel Networks Market Call (BNN TV) 2016-08-26 $7.530

This has tested your patience if you are a longer-term investor. From a street valuation perspective, this is in a business that is going to continue to grow. Have made some interesting acquisitions. This falls in the middle of his fundamental and technical rankings.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT MON-N Monsanto Company Market Call Tonight (BNN TV) 2016-08-26 $107.400

Technically it is looking a little stronger since early spring. Trading above its 200 day moving average. Thinks it is being held back a little because farm income is still coming off. This is the 4th straight annual decline in US farm incomes. There is also increased competition, which is affecting the stock price. He would prefer looking at something like Potash (POT-T) which has really based for quite some time.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
TOP PICK MS-N Morgan Stanley Market Call Tonight (BNN TV) 2016-08-26 $31.160

One of the largest financial services firms in the US. They have investment banking, securities investment management and global wealth management. Very diversified. They have the leverage to the growing economy in the US. Thinks it will see improvements in M&A activities and fees, and improvement in capital markets. Net interest margins should improve in an eventual higher interest rate environment. Broke above its 200 day moving average last month. Trading at 11X forward earnings and trading at a Price/Book ratio of .86%, which makes it pretty cheap. Dividend yield of 2.57%, which he expects to grow at 8%-9% over the next few years.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT NFLX-Q Netflix Inc. Market Call Tonight (BNN TV) 2016-08-26 $97.580

Since the early part of this year, this has stayed in a very, very narrow range bound type of market. Its current range seems to be $80-$85-$100. Subscriber growth is getting to be a little less than what was expected. A lot of the grandfathering that went on with pricing, is now being un-grandfathered. There is a lot of competition in the streaming area. Trading at a pretty high valuation, and you have to be careful of paying these types of multiples for a company like this. On a forward PE basis, you are paying 200X earnings. Growth is expected to be 33%, and what if the competition heats up a bit more.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT NPI-T Northland Power Inc Market Call (BNN TV) 2016-08-26 $24.110

When interest rates start going up, there will be a selloff in all of these utility names. You could also see a potential selloff when there is a rotation in money moving from sector to sector. Some of the utilities, REITs and telcos had been bought for yield/safety and are starting to get a little bit stretched now. This now has a strategic review, so there is the potential that this could get taken out at a higher level. 

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
PAST TOP PICK NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2016-08-26 $1.870

(A Top Pick Aug 19/15. Down 27.45%.) There has been a lot of noise from a lot of different things. Made some acquisitions in the UK. He no longer owns them, but owns their convertible debentures. Longer-term, this still looks fantastic. Management owns a big part of the company.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT ORCL-N Oracle Market Call Tonight (BNN TV) 2016-08-26 $41.260

(Market Call Minute.) Cloud is getting more and more important and he likes that technology space. The stock is doing well and is breaking out.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
PAST TOP PICK PER-T Perk.com Inc Market Call (BNN TV) 2016-08-26 $3.200

(A Top Pick Aug 19/15. Down 35.35%.) This has advertising that you have to watch before you play a game or watch a video. If you do, you earn Perk points that you use for different things. The stock is trading at a fairly cheap valuation. Have been growing their business and have made some very smart acquisitions. He still likes.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2016-08-26 $0.205

Just reported their quarter and there were some interesting things from both a bullish and a bearish perspective. They’ve been working hard to reduce their costs which is really positive. Margins have come off quite a bit because of this. However, Accounts Receivable rose a fair bit, and he would like to see them get those under control and also collect them. Also, they are not free cash flow positive. If he saw them turn free cash flow positive and the Accounts Receivable terms come down and they collected a lot of that, he would be more positive on this.

Bruce Campbell (2) CANADIAN UNKNOWN No View
BUY on WEAKNESS PIH-T Pacific Insight Electronics Market Call (BNN TV) 2016-08-26 $14.200

He continues to like this. There are recent rumours swirling around that they are in discussions with Tesla (TSLA-Q) regarding the next model, which could be a nice catalyst. This is still trading at a real cheap valuation. It tends to get pushed around a lot by the thin volumes, so you can really capitalize on that.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2016-08-26 $20.860

(Market Call Minute.) This has been basing for a very, very long time. Eventually it is going to start moving higher, and he thinks it can move up quite nicely.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2016-08-26 $29.910

This and other insurance type of companies have had a bit of a tough go lately. This one has fallen for quite some time and is below its 200 day moving average which is falling. Hopefully this will start to base with interest rates eventually moving higher. Some things that are hurting the stock is that 30% of its revenues are coming from Europe and that it is 87% insurance.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
BUY QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2016-08-26 $62.970

(Market Call Minute.) He likes this. They are doing well with what is happening with their Snapdragon chip and they are doing well in China.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2016-08-26 $81.540

If a long-term investor and looking for safety, you really can’t go much further off to meet the guidelines you are looking for with Canadian banks. They have a good yield and tend to grow it over time.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
DON'T BUY TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2016-08-26 $219.990

(Market Call Minute.) Very expensive. Are they a car company or green energy company? Thinks investors are a little bit confused. Stock has suffered for the last little while, so this would not be a buy for him.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
PAST TOP PICK UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2016-08-26 $136.620

(A Top Pick Aug 27/15. Up 18.02%.) Recently took profits on this. The healthcare sector is under little pressure with some of the rhetoric coming out of the election talk in the US. He still likes this, but it might hold back a little by more talk from the US politics.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT VET-T Vermilion Energy Inc Market Call (BNN TV) 2016-08-26 $47.680

Ranks pretty well in his ranking system. Technically it is very strong, probably in the top 15% of all the companies he looks at. He likes the diversified nature of their assets. They have a good dividend and seem to be very well-managed.

Bruce Campbell (2) CANADIAN UNKNOWN No View
TOP PICK VGG-T Vanguard US Dividend Appreciation Index ETF Market Call Tonight (BNN TV) 2016-08-26 $37.670

A simple basket of US names that have a history of increasing their dividends over the last 10 consecutive years. As US interest rates move higher, he thinks dividend growth companies will outperform those with little or no dividend growth. Year-to-date and over the past year, this has outperformed the broader S&P 500.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2016-08-26 $40.140

He can only comment on this from a technical perspective, because there are so many things that are changing from the fundamental side and value. Looking at valuations, the stock is cheap trading at 4 or 5 times earnings, but are those earnings accurate? Technically, it looks interesting. Since March it really has traded in a very flat basing pattern. Normally that means it can perform going forward.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT VZ-N Verizon Communications Market Call Tonight (BNN TV) 2016-08-26 $52.070

Telecommunication and utility companies are not prime examples of dividend growers. The projected three-year dividend growth of this is about 3%, pretty low relative to other companies. The dividend is attractive at 4.3%. A good company but you have to be careful of interest rates moving higher and the prospects of them moving higher. You could consider Telus (T-T) which has publicly said they are going to increase their dividend by almost double digit growth over the next several years.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
DON'T BUY WFC-N Wells Fargo Market Call Tonight (BNN TV) 2016-08-26 $48.510

He likes banks in the US, however, this one is over 50% in retail banking, which is really dependent on net interest margins. Even if they raise interest rates in Nov/Dec, it is difficult for this bank to move forward very nicely in terms of the stock price, if interest rates aren’t significantly higher. He would rather look at names that are in the brokerage area, whether it be investment management or wealth management. This is trading at 12X earnings, which is pretty cheap on a go forward basis, but he would consider other names. Trading below its 200 day moving average which is sloping downwards.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
BUY XLF-N SPDR Financial E.T.F. Market Call Tonight (BNN TV) 2016-08-26 $24.110

SPDR Financial (XLF-N) or SPDR S&P Regional Banking? He likes this more because it has the larger cap more diversified names that are in capital markets, investment management, security management and wealth management. Interest rates will eventually move higher, but will stay low for long, and you want to have companies that are more diversified.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2016-08-26 $47.050

He likes the technology sector. The top holdings in this includes Apple, Microsoft and Facebook. This one is an older ETF in the technology space and does include some communication names such as AT&T and Verizon. You may want to look at others that strip out those communication names.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
WATCH XST-T iShares S&P/TSX Cap. Cons. St. Market Call Tonight (BNN TV) 2016-08-26 $55.490

Consumer Staples has done very, very well in Canada. A lot of the names in this have done very well, because a lot of investors have moved into the safer part of the index. This is one of the most defensive areas that you want to look at. However, a lot of the names are starting to get expensive in terms of their valuations. Be careful about how extended some of these valuations are. If interest rates start to move higher, you might want to pair back your holdings in this.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
DON'T BUY ZWH-T BMO US High Dividend Covered Call ETF Market Call Tonight (BNN TV) 2016-08-26 $19.490

This is a basket of high dividend payers in the US. On days when the Fed talks about rising interest rates, those stocks tend to drop. That is his concern about high dividend payers. Look for ETF’s or companies that are growing their dividends, or have those dividend attributes. In a rising environment, you will do better just holding the individual or underlying holdings, rather than having a covered call strategy. (See Top Picks.)

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2016-08-26 $31.240

Continues to execute exactly as he anticipated. They continue to grow same-store sales by increasing store numbers and increasing the dollar spend with people coming into their stores. The recent quarter was the 12th consecutive same-store sales growth quarter. They’ve also been working on improving margins by selling accessories including higher end pillows and beddings. Still a lot of runway left for them to grow. Dividend yield of 1.94%.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-25 $0.020

Markets.  You have several factors that the markets are ignoring.  The markets are not sensitive to values in them.  Oil has decoupled from the markets.  With XRE-T and other ETFs the share price appreciation does not justify the price.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-25 $0.020

Market. Believes interest rates have been at an ultra low rate for too long, and that the central banks globally have painted themselves into a corner. They would love to have interest rates at around 5% in order to have wiggle room to go either way. The latest craze is that all the Hedge funds want to Short the volatility and go Long the junk bonds. They are making 5%-6% yield on the “less than investment grade” bonds and trying to pick up points all the drop in volatility. We’ll probably see volatility start to rise in September. This has happened before with hedge funds. You can’t have non-volatility for an extended period of time without something happening. Investors should be making sure that they have a fully diversified portfolio and assets not correlated with each other. If 1 goes down, 2 in the same industry, the other is going down with it. The way you can offset your downside is to have non-correlation in the portfolio, make sure your percentage weightings are in line and diversified by industry, country and asset size.

David Driscoll GLOBAL BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-25 $0.020

Deflationary threats? Central bank policy is monetary policy where they really control the short end of the yield curve. The QE that the US brought into play, which everybody else decided to jump on board, is only part of the equation. The bigger issue is that the governments are not initiating fiscal policy with a “want to spend”. Central banks are using tools that are 20-30 years out of date. Without a monetary policy in place to get people working again and retirees looking for yield, we get negative interest rates. At some point, the string has to break.

David Driscoll GLOBAL BEARISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-25 $0.020

Gold? This is going to be pretty much based on where interest rates are and where the US$ moves. He would prefer gold wafers as opposed to gold stocks. (See Top Picks.)

David Driscoll GLOBAL BEARISH Yes View
PAST TOP PICK AAPL-Q Apple Market Call (BNN TV) 2016-08-25 $107.570

(Top Pick Aug 14/15, Down 5.73%) They are heading into a product refresh cycle.  Apple is a different company today.  It is more developed today. 

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2016-08-25 $107.570

It is a cash cow without innovation.  They will refresh many of their products.  They need to gain traction in emerging markets with their iPhone. 

15% Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
COMMENT ABX-T Barrick Gold Market Call Tonight (BNN TV) 2016-08-25 $23.650

Hold or sell? It comes down to what you are trying to accomplish. Is this a trade or an investment? In the short term, they have been busily trying to get rid of assets, because they have a big debt overhang that has got their credit rating under review, and a negative BB. (See Top Picks.)

David Driscoll GLOBAL BEARISH Unknown View
BUY AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2016-08-25 $12.140

He likes this name.  He sold it because the utility sector had a run.  Utilities have really rallied recently and this one has been a real beneficiary of this.  They have essentially gone up this year so this sector is expensive.  It could mean that they still go up.  AQN-T has distribution and generation.  He sold it because another holding of his held this stock also.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS No View
PAST TOP PICK BCE-T BCE Inc. Market Call (BNN TV) 2016-08-25 $61.920

(Top Pick Aug 14/15, Up 20.91%) It is a mature company and he is happy to take the gain, but does not think it will repeat.  The barriers to entry are significant.  You are getting paid a great yield.  Their beta is quite low.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
WATCH CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2016-08-25 $12.590

The easy money has been made.  It is up since Jan. about 9%. It is a unique story in terms of the restructuring.  The concern is that worries with pick and pay were over blown.  The dividend is safe, although there is some restructuring that has to happen.  They sold off HBO and are now focusing on kids and family.  Don’t expect another 8% like the previous 8 months.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
WAIT COH-N Coach Inc Market Call (BNN TV) 2016-08-25 $39.830

They recovered by renovation of stores to freshen things up.  Removed product from about a quarter of their retailers.  They reduced the number of discounts they have had.  Their focus is to get back on track of being a premium brand.  Don’t be in a rush to buy it.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS No View
DON'T BUY COST-Q Costco Wholesale Market Call (BNN TV) 2016-08-25 $164.860

It has always been at a premium.  They are a low priced leader and margins are at half the peer group.   25% of revenues are from fees from memberships and 90% of fees are from renewals of memberships.  They have a dividend of 1% but he has not stepped in because the valuation is too rich.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Unknown View
TOP PICK DIN-N DineEquity Market Call (BNN TV) 2016-08-25 $77.340

iHop.  They generate all of their revenue out of the US and now they are going into emerging markets.  They signed some agreements and are opening locations in Mexico.  Yield is 4%.  PE is 12-13. 

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
BUY on WEAKNESS ECI-T EnerCare Inc Market Call (BNN TV) 2016-08-25 $18.590

A pretty good looking chart.  They did some key acquisitions. They shifted their focus from selling water heaters to renting them out.  He likes the predictability to the cash flow.  35 times PE.  He would not be surprised to see a pullback in the short term.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
HOLD ENB-T Enbridge Market Call (BNN TV) 2016-08-25 $51.760

Pipelines ship oil at $40 or $80 per barrel.  As oil sold off you noticed a pullback.  You have to look at it in conjunction with what is in your portfolio. No growth expected.  It is a mature name.  You are there for the yield.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Unknown View
TOP PICK FCFS-Q First Cash Financial Services Market Call Tonight (BNN TV) 2016-08-25 $51.350

These are pawnshops in Mexico and the US. They are more correlated to the price of gold then the GLD ETF has been. They just merged with Cash America and are expanding throughout Mexico, Latin and south America. A lot of upside in terms of geographic growth. Because of the free cash flow, they have been using a lot of their cash to build new stores. Have just introduced a dividend for the first time. Dividend yield of 0.97%.

David Driscoll GLOBAL BEARISH Yes View
DON'T BUY FCX-N Freeport McMoran Copper & Gold Market Call Tonight (BNN TV) 2016-08-25 $11.090

This would only be for speculators. Copper prices have been falling because demand out of China isn’t as great as it was deemed to be 2 weeks ago. They are a single B credit, which has them in low junk status, because of their debt and low, if not negative, cash flows.

David Driscoll GLOBAL BEARISH Unknown View
PAST TOP PICK FMX-N Fomento Economico Mexican Market Call Tonight (BNN TV) 2016-08-25 $95.750

(A Top Pick June 7/16. Up 0.45%.) Not just Coca-Cola. They have convenience stores under the Oxo brand, and have been buying pharmacies in both Mexico, Latin and Central America. Have also been buying gas stations.

David Driscoll GLOBAL BEARISH Yes View
DON'T BUY GS-N Goldman Sachs Market Call (BNN TV) 2016-08-25 $165.900

The yield is not great – 1.8%.  Regional banks have more yield.  As a business it has struggled this year, down about 8-9%.  You are betting on M&A activity. 

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
PAST TOP PICK GTO-NV Gemalto Market Call Tonight (BNN TV) 2016-08-25 $0.000

(A Top Pick June 7/16. Up 5.22%.) (Netherlands) Cyber Security. E-chip for Visa and MasterCard. Holograms for passports and drivers’ licenses. Recently did the wrist band chips for the Olympics. From the cyber Security standpoint, their biggest client is Amazon, working with them in the Cloud for subscription services. Trading at about half the market PEs right now.

David Driscoll GLOBAL BEARISH Yes View
DON'T BUY INTC-Q Intel Market Call Tonight (BNN TV) 2016-08-25 $35.090

This has new chips coming out that should do fairly well. They relied too heavily on the PC business in the past, which caused them issues. It also caused their free cash flow to decline. He likes companies that have pricing power where they can raise prices. There are better places to allocate capital.

David Driscoll GLOBAL BEARISH No View
COMMENT ITW-N Illinois Tool Works Market Call Tonight (BNN TV) 2016-08-25 $119.400

Take profits? Has had a nice run, simply because the auto sector has done well. There is nothing wrong with the company. The growth should continue to go, because they are still looking at getting organic revenue growth. This is a chance to do some rebalancing. If this is overweight in your portfolio, then sell some. Depending on your waiting, he would sell half and then let the rest run.

David Driscoll GLOBAL BEARISH Unknown View
DON'T BUY LB-T Laurentian Bank Market Call (BNN TV) 2016-08-25 $48.760

Only step in if you see a significant difference in valuation with the other Canadian players.  He does not see that now.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS No View
COMMENT LB-T Laurentian Bank Market Call Tonight (BNN TV) 2016-08-25 $48.760

(Market Call Minute.) He prefers something like Toronto Dominion (TD-T) that has more exposure to the US.

David Driscoll GLOBAL BEARISH Unknown View
COMMENT LUX-N Luxottica Market Call Tonight (BNN TV) 2016-08-25 $48.550

He is positive on this name because of the moats, the amount of capital you would have to create, to take the company on. They’ve been hurt because they’ve had a big expansion on their PE multiple up to 30X, and has come back down again because it is not growing as fast as the analysts want them to. They have very little competition and they are in e-commerce.

David Driscoll GLOBAL BEARISH Yes View
COMMENT LYG-N Lloyds TSB Group PLC Market Call Tonight (BNN TV) 2016-08-25 $3.120

(Market Call Minute.) This is probably one of the better European banks. He doesn’t own any European banks because of interest rates being where they are.

David Driscoll GLOBAL BEARISH No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2016-08-25 $17.660

Doesn’t own this, except for some of their preferred shares. The dividend hasn’t been growing in a huge way, which is the same situation for many insurance companies because of the low interest rates. He is not a big fan of the insurance companies in general.

David Driscoll GLOBAL BEARISH Yes View
COMMENT MMM-N 3M Co. Market Call Tonight (BNN TV) 2016-08-25 $179.580

(Market Call Minute.) A decent holding for a long-term portfolio. They have just been under a lot of price competition and margins have saturated a little bit, because of a lot of FX exposure.

David Driscoll GLOBAL BEARISH Unknown View
WATCH MSFT-Q Microsoft Market Call (BNN TV) 2016-08-25 $58.170

He likes it.  They are very cloud focused instead of hardware focused.  He likes it cause of this in the short term.  They have a lot of cash. Acquisition should be a lot of the strategy from here.  He is not in a rush because they are at 20 times earnings.  APPL-Q is lower.  The MSFT-Q acquisition of Linkedin is very large and he wants to see how they are integrating it.  It will take some time.

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Unknown View
BUY NA-T National Bank of Canada Market Call (BNN TV) 2016-08-25 $46.950

Earnings per share growth has put it at the top of the list. 

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
DON'T BUY NBL-N Noble Energy Inc. Market Call Tonight (BNN TV) 2016-08-25 $35.740

This all depends on what oil prices are going to do. $50 oil kind of keeps them going, but the costs are much higher than they are getting at the end of the day. 

David Driscoll GLOBAL BEARISH No View
TOP PICK NVO-N Novo-Nordisk Market Call (BNN TV) 2016-08-25 $46.850

Leader in diabetes in the space.  They have fat margins.  There is a growth potential in emerging markets where diabetes is growing faster. 

Kash Pashootan NORTH AMERICAN DIVIDENDS CAUTIOUS Yes View
PAST TOP PICK NVO-N Novo-Nordisk Market Call Tonight (BNN TV) 2016-08-25 $46.850

(A Top Pick June 7/16. Down 16 point to 3%.) Got hurt recently, because their sales dropped by .05% and analysts are only looking at the short end. The company has 3 potential blockbuster drugs coming out on the diabetes sector, which should give them long-term growth over a ten-year period.

David Driscoll GLOBAL BEARISH Yes View
TOP PICK NZYMB-DC Novozymes A/S Market Call Tonight (BNN TV) 2016-08-25 $0.000

Biotech/specialty chemical company that makes enzymes. Anything for efficiency purposes with better environmental use and lower energy expended. Analysts did not like their 1% drop in sales, but they are doing fine on the food side. Have suffered a lot on the ethanol side because low corn prices have caused the farmers not to be using these enzymes as much. They will be coming out with enzymes that will be used in bio waste, so that landfill sites will not be getting bigger and bigger. Dividend yield of 1.22%.

David Driscoll GLOBAL BEARISH Yes View
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