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 Market Call (BNN TV) 2017-07-20 $0.020

Markets.  He sees a little bit of opportunity in the TSX.  It did spectacularly well last year and it will be hard to replicate it.  The sectors that have outperformed the most are counter intuitive – utilities and telecommunication stocks.  They tend to be bond proxies and you won’t get the relative benefit in a rising rate environment.  He has seen opportunity in alternative energy, however.  We are trading at high PE multiples but we are having earnings grow into these multiples.  These may last for quite some time until there is a rollover of the cycle.  He would prefer financial services, and businesses that are tied to services in the industrial area.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-20 $0.020

Market. Everyone is worried that valuations are a little rich. We are in the middle of the earning season right now and investors still seem to be a little undecided. The bullish sentiment has spiked up a little lately. He expects a little pause until next week’s Fed. The growth Index showed it was a little extended in 2000 because of the Dot.Com bubble. This was followed by a housing bubble in 2008. A chart like this doesn’t tell you when to get out or what to invest in. There will be a little pause next week, and then we are going to have a really, really strong bull market in industrials, base metals and energy. Defensive areas such as utilities, bonds and staples should be underweight in a portfolio. As we get later into the period, you want to start to look for repositioning a portfolio, but for now the cyclicals are firing on all cylinders. To protect yourself, make sure you have a ballast between the procyclical defences, and you use stop losses.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-20 $0.020

Crude Oil? Chart shows this has made a little bottom. There is a seasonality that starts in the summer. The good news is, we don’t have to wait too long to figure it out. If we break $45 and move down in July, probably all bets are off, and it will probably go down to $39. In the short term, the upside will probably be $55, but there is a seasonality, so he is expecting it to push.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-20 $0.020

Cdn$? Once we broke 130, which wasn’t that long ago, we could get to 125. Once we get there, you are sort of looking at $.80-$.81. If we have this pro-growth move he is expecting, you are probably going to see the Cdn$ waiting to participate. The caveat is that technicals say we should stop here for a little bit. However, if we get that pro-growth move, he could see it going to $.90 kind of fast, but the Gov. of the Bank of Canada is going to have a conniption.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH _N/A View
TOP PICK ACN-N Accenture Ltd. Market Call Tonight (BNN TV) 2017-07-20 $128.540

Sort of quasi businesses where you would see some capital spending. They act like the market and have the same beta, but has outperformed the S&P. Chart shows a nice, brilliant trend. They are connected with pretty much every company you could see out there. (Analysts’ price target is $$133.50.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
TOP PICK AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2017-07-20 $7.210

This sort of fits in with his pro-growth theme. Financials are part of that. This one is a bit unique. Chart shows a long downtrend, which it broke through in April. You also got a signal in June for the longer-term. They didn’t execute very well for the last number of years, and were slow to change. Pays a decent dividend. Thinks there are a lot of tailwinds for this company. (Analysts’ price target is $7.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2017-07-20 $29.640

He has been adding to this one at these levels. He likes it because it gets painted with the same brush as other oil companies, but it is much more diversified. There is a high degree of certainty for their revenues and cash flows. There is high visibility. They are starting to amass assets in the alternative energy space.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-07-20 $29.640

This runs between a quasi-utility and sort of a quasi-gas company. The chart shows a really big basing pattern from 2015. They just acquired something, which makes the company a little better, but the trend has gotten a lot tighter in the last little while, which is quite positive. Gas has seasonality, which starts kicking in right now. Anything below $30 on the stock is a really good deal. Dividend yield of 7%.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
HOLD BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2017-07-20 $50.240

It is being viewed as a REIT in many ways and being stagnated due to the rising rate environment.  Management are do a good job in terms of rates of return on invested capital.  He likes it as a long term core holding.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
PARTIAL SELL BCB-T Cott Corp Market Call Tonight (BNN TV) 2017-07-20 $18.510

Beginning in May, he started getting rid of a lot of his defensive positions. The chart shows a little weakness in June. He would be selective in this space. If you own it, you’ve had a nice little gain and maybe you should take a little bit off the table. He doesn’t expect a full selloff. This has excellent support at around $16.50.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-07-20 $58.700

(A Top Pick May 26/16. Up 2.52%.) Sort of lost its oomph for him after he had held it for quite a few years. Sold his holdings at around $60. Telcos tend to be on the defensive side of things, but if a good price came up, he would look at this again.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
BUY BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2017-07-20 $171.330

It has been a phoenix-like rise for the Canadian dollar recently.  Given the strength of the stock portfolio it is a pretty good purchase. 

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
SELL ON STRENGTH BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-07-20 $3.160

He would not own it because he looks for risk adjusted growth opportunities.  This has been a damaged story because it is just too highly levered.  It is difficult to see oil prices high enough for them to appreciate.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE No View
BUY C-N CitiGroup Market Call (BNN TV) 2017-07-20 $66.360

All of the US financials stand to benefit from a rising rate environment as well as a relaxed regulatory environment. This is the one he would think is more accelerated to these new environments. You should have US banks in your portfolio.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY on WEAKNESS CGX-T Cineplex Inc Market Call (BNN TV) 2017-07-20 $49.860

He likes the fact that it is a pretty recession-proof stock.  It is a lot more than movie tickets.  They have really built up gaming.  The PE has been high for quite some time.  It is not that elevated a PE considering its resilience, however.  It is a good idea to pick away at it.  You know you will keep getting dividend increases.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
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