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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) 2016-02-11 $0.000

Markets.  Gold.  It is not a great sign when you see people moving into a save heaven.  It is the first time we have seen it since 2008. Investors have exhausted all places to put money:  Bonds are volatile, equities are volatile and you don’t earn much in cash.  Be selective in oil.  He has been negative in oil for 4 years.  Even now, he sees we are close to the bottom in oil prices but you don’t want to falsely translate oil price stability into share price stability in oil stocks.  He is not a buyer in the oil space.  2016 is another year of pain, with even more.  A hand full of oil companies have hedges coming off.  They have been burning cash hoping oil prices will come back. 

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-11 $0.000

Weighting – banks and financials.  If you assign a 10% weighting, then the subsectors should be included in that.  If you add to subsectors then you add to the space.  You might differ between Canadian and US but otherwise both banks and insurance companies are financials.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-11 $0.000

Negative interest rates in Canada.  We are quite a way from banks charging to take your money.  Negative interest rates are more of a term.  He believes Canada is going into a recession.  He expects interest rates to go to zero.  You will not be earning a net positive rate after inflation.  This will continue as Canada’s economy struggles.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-11 $0.000

Do I go back into the market from cash?  There is always a risk going to cash but when you get it right it feels good.  Try to build a portfolio you can live with in tough times.  Remind yourself that going to cash is a strategy that is not sustainable according to history.  Buy now if you are all in cash. He is at 25% right now.  Make sure they are dividend paying names.   Don’t make any big bets on sectors or individual names.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-11 $0.000

Markets. It is very difficult to figure out exactly when all this stuff stops. There are a lot of things happening that are driving the stock market including a disbelief that the US is probably going to put off rate increases for quite a while. China is slowing down with a lot of talk about further devaluation of their currency. Inflationary expectations have been going down in the last little while, not only in the US, but in Europe as well. There is a real worry in the world that monetary policy cannot do the things it was supposed to do. Thinks the argument is valid that monetary policy has to be mixed with fiscal policy. We are looking for this to be happening in Canada in the next little while, and we need to see it in other parts of the world as well, such as US, Europe, UK, etc.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN _N/A View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2016-02-11 $0.000

Likes that the vast majority of management gets paid in shares. From an NAV point of view, he sees it as around $45, or even a little higher. Very good at buying assets at the right time and selling assets when they think they are mature.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
TOP PICK BCE-T BCE Inc. Market Call (BNN TV) 2016-02-11 $0.000

You want names with a low beta, which is .4 in this case.  He likes the fiber expansion.  It will boost earnings.  He likes the HBO acquisition.  They will stream current seasons over mobile devices.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2016-02-11 $0.000

TD-T vs. BNS-T.  They are different in terms of the business.  Both get half of their revenue from outside of Canada.  BNS-T has been beaten up more because the Latin American economy is less stable than the US.  It is a good entry point if you don’t have exposure to Canadian banks.  It will be a 9% return including dividend for 5 years amongst volatility.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Unknown View
PAST TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2016-02-11 $0.000

(Top Pick Feb 27/15, Down 11.32%) He sold in the summer.  He is not overly bearish but he found better paces for his money.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
SPECULATIVE BUY CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2016-02-11 $0.000

It has been a touch place to be.  Pick and pay is going to come out and the market is trying to understand the implications.  They capture higher ad dollars because of the specialty channels.  Now they can see what the subscriber base is per channel vs. the package.  It has a potential of a meaningful upside, however.  12% dividend makes him concerned.  The cash flows look pretty good and have not changed since the share price was higher.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-02-11 $0.000

Much more levered to oil prices than a lot of other companies, so if oil goes up you are going to get a bigger return. He would stick with companies that are more integrated like Suncor (SU-T) that has good balance sheet. Thinks oil will be touching the lower end of the range between $20 and $30 as opposed to going up.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN No View
PAST TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2016-02-11 $0.000

(Top Pick Feb 27/15, Down 14.65%) You’ve seen a broad sell off in general in the tech sector.  It’s up 10% today after reporting earnings.  That is in line with why they bought it.  Mobile providers are in need of bandwidth.  Cyber security is where money is being spent and they have done key acquisitions there.  11 times earrings and they raised their dividend. 

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
SELL ECA-T Encana Corp Market Call (BNN TV) 2016-02-11 $0.000

It is a tough place to make money and the landscape will not get better.  This name has been wiped off the map.  They made a huge bet on getting out of natural gas and into oil at the wrong time.  They are not doing a whole lot very well if you look at the dividend, the balance sheet and the market they are in.  8.1% yield.  That is good until it is not.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Unknown View
BUY EL-N Estee Lauder Market Call (BNN TV) 2016-02-11 $0.000

Skin care.  They are in the fragrance space through licensing, such as to Michael Kors.  They have had success in the Asian markets (over 20% of revenues).  He likes this name.  Only 8% of revenue is from E-commerce and it moved more toward this space.  Buy it in several buys over time.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
TOP PICK EMA-T Emera Inc Market Call (BNN TV) 2016-02-11 $0.000

He has owned it for a couple of years.  You get 4.25% dividend and modest share price appreciation.  Their recent acquisition has grown their footprint in the US significantly, where they can charge higher regulated fees.  6-8% total return and you can sleep at night.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
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