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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Markets. We have just entered the most volatile period of the year. From the start of July all the way through to October volatility typically rises. As we have seen since June, the Vicks has spiked about 50%. The S&P 500 has now broken support at the 50 day. Since the 2011 lows, we have been rising in a narrowing range and the rallies have been less intensive. Investors do not believe in the rally. That is a bearish setup. If we break below the bottom trendline of that pattern, it could suggest significant downside potential. It seems reasonable, especially now in this seasonal volatile time frame, that we will see a correction happen in the next couple of months. Right now there are no favourable recurring events to drive the market higher. We are past earnings season. Between now and the 3rd quarter earnings season, the market’s economic data tends not to be too favourable at this time.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Precious Metals. Gold is in a period of seasonal strength, and silver can tend to benefit as well. There has been a significant decline in gold prices over the last few years, but over the past year, they have started to show signs of bottoming. The chart is showing a good sign of a “head and shoulders” bottoming pattern. This implies that if we get a break above the neckline, there could be significant upside potential. Gold is due for a retracement. $1200 would be the new support for gold. $19.50 would be the support level for silver.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Platinum. Platinum tends to do well in the first half of the year, when industrial production rises and manufacturing tends to do well, January through to April. That’s when you want to be buying platinum. It is currently starting to show signs of rolling over.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Natural gas. Seasonality is from September all the way through to November. Last year there was a huge run-up all the way from September all the way through to February. We are within the seasonally weak period, but we are seeing signs of a bottom. Currently there is a bit of consolidation. It has certainly become very oversold.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Markets. Feels the market today was hit by the real, genuine, credible fear amongst the Bears that the Fed could be behind the curve. Yesterday there was a 4% GDP print and today there was some wage inflation, the biggest in a lot of years. We saw the 10Yrs race up, and then drop because of all the geopolitical concerns. That is the kind of thing that can bring an air pocket to this market. Feels we are going to have more of a correction. The S&P 500 cut through the 20, 50 and the 100 on the 2-year daily chart. If right, he can see another 4% down on this move, unless there is some other move that comes out. At the end of the day, this will be a real buying opportunity for a whole bunch of different reasons, but there might be a bit of a challenge for this bull market hegemony that we have seen so long. If rates rise for the right reason, this will be fine. He doesn’t think we are going to 4%-5% interest rates. We might have 2.9%, 3% or 3.2%. In low interest rates, what asset class do people want to go into? Feels that markets are very well supported. In any sort of trending market you are going to have days like today.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Protection strategies in the event of a substantial market downturn such as 20%? For most people it is about asset allocation. If you have a 50/50 asset mix, equities to fixed income with a tactical swing of perhaps 20% either way, then before the 20% happens, you may want to have only 30% in equities. You also want to own stocks that are doing well. Some will benefit from having an option facility. Others can benefit from being able to Short. Also Futures makes sense. However the key here is really experience. He finds that people usually put on protection when it is too late.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Hedging and protection strategies? Unless he is really, really confident that a position is going to drop, he won’t ever Buy Puts. The reason why options are so good is because you can write premiums. If you like Bank of Nova Scotia (BNS-T), but you think it has $3 downside from here, you sell Calls and you get a second income. If you like Canadian Natural Resources (CNQ-T), but you don’t want to buy it here because you think it is a little too toppy, you oblige yourself to own it a couple of dollars lower by selling the Puts. So options really make sense that way. If you want protection, then Shorting is the much cleaner, better way almost all the time.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Large Canadian banks for protection and growth? The banks are not cheap anymore, they are back to where they where in their heyday before the credit crunch. However, he thinks the capital is going to continue to go into them, and people are going to be surprised at how much higher they can go. Loan growth in Canada is looking pretty good. Although valuations are 12X, they are still a whole lot cheaper than many parts of the market. The best ones to own are the ones that have the highest tier 1 capital ratios, because they have the ability to make the most accretive acquisitions. That would be Bank of Nova Scotia (BNS-T), Royal Bank (RY-T) and the Toronto Dominion (TD-T). Also the CIBC (CM-T) if they decide not to issue equity.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
SPECULATIVE BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-07-31 $11.820

Last quarter it fell. There are concerns about its free cash flow. Paid out $22 million in dividends last quarter, and only earned $14.5 million. However, they do have $233 million in cash, so they can achieve that burn rate for 6-7 years if their business doesn’t turn around. Part of the reason for the big burn last quarter was a bit of a mismatch of capital, timing of the dividend and launch of new growth initiatives. Feels they have a pretty good shot of turning their business around, and asset management continues to be a good place to be. Pretty cheap but more for the risk tolerant.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2014-07-31 $99.400

Everything has happened wrong with the stock. Bad weather, falling nitrogen prices due to China exports, etc. Now you have falling corn prices. Had elevated natural gas prices, but now have lower prices which should help. The bottom line is that farmers are spending only 30% of their budgets on fertilizer, which is the lowest in a decade. He sees the trend normalizing eventually. Sees really big cash flow coming on in 2015, mostly from cost cutting and synergies. Has potential for dividend growth, buybacks as well as a higher share price. This has a very long term secular tailwind of population growth and the need to increase yield per unit of farmland.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Yes View
BUY ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2014-07-31 $30.040

Suffered a little bit because natural gas prices have come down. He is constructive on this name. Just reported and had 110,000 production versus 107,000 that the market was looking for. Their Parkland and Tower assets are having very impressive production growth. His model suggests that this could have 40% earnings growth over the next few years. Payout ratio of 116% on 2015 estimates is pretty good. A pretty clean balance sheet.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
DON'T BUY ATP-T Atlantic Power Corp. Market Call Tonight (BNN TV) 2014-07-31 $4.130

This one is very tempting but he doesn’t think the dividend yield is sustainable. As of Q1, the dividend was 3X higher than the free cash flow. Doesn’t think there will be a buyer for them.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
BUY AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2014-07-31 $15.550

They are upping their exposure into the US, which is currently at about 24%. Their goal is 30%. A higher leveraged name, but their balance sheet is improving. He sees in-line growth of around 3.5%, which is equal to its diversified peers. Payout ratio is trending down and looking a lot better.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
HOLD BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-07-31 $3.730

The exciting thing here is that they recently had organizational changes. Split their aerospace into 3 different units. Thinks the signal here is that they may be going to try to spin one of them out and try to generate shareholder value. This has really weak free cash flow, and he doesn’t see the business jet market turning around any time soon.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
COMMENT BIDU-Q Baidu.com Market Call (BNN TV) 2014-07-31 $216.050

Reported greater earnings recently. Chart shows it has spiked higher, and it essentially has created a gap. We essentially could see a fill of that gap by a downwards movement of about 5%. Trading well above its significant moving averages. Seasonally, Internet stocks tend to do pretty well into September and October.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
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