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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) 2014-07-22 $0.000

Markets. Volatility has been benign for so long, that expectation would be that at some point we have to have volatility move up. With the geopolitical events last week, there was a one-day spike. When you have a very low volatility period for a long time, chances are at some point it is going to go up, and markets are going to get choppier. He is still positive on equity markets, and feels pretty good about the US economy recovering. Valuations are a little more stretched than they were a year or 2 ago. You have to be a little more selective on your stock picking, and hold a bit of extra cash. In his funds, he does a bit more hedging, and looking at short positions, and ways of hedging out some of the risks in his portfolios. Key themes are the US economy, which he thinks is going to surprise to the upside, and increased M&A activity.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-22 $0.000

Stop Loss. These are very difficult to use. You really have to be on top of them and adjust them along the way. You can’t just use them by keeping them static. If there is an unusual event in the market, stocks can move down quickly and back, up and you can get stopped out of your position at an unfavourable price. He generally doesn’t use them, and just tracks things carefully.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE _N/A View
DON'T BUY ABX-T Barrick Gold Market Call (BNN TV) 2014-07-22 $0.000

He doesn’t have exposure to the precious metal space. The issue with the whole sector is that if you wanted to participate in the upside in gold prices, historically you would’ve been much better just to buy the gold itself. These companies had huge cost overruns and poor success with acquisitions. CapX has also been a challenge for them.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2014-07-22 $0.000

Likes the overall US banking sector. The improvement in the US economy will help lift all of the US banks. Also feels interest rates are going to rise over time, which will help the banks considerably. Prefers Citigroup (C-N) over this.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT BIDU-Q Baidu.com Market Call (BNN TV) 2014-07-22 $0.000

Doesn’t know the company well, but a great way if you want to participate broadly in China, e-commerce and growth in the Internet generally it is probably not a bad name to add if you want exposure here.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
DON'T BUY BLD-T Ballard Power Systems Market Call (BNN TV) 2014-07-22 $0.000

A very speculative stock in the fuel-cell business. Earlier in the year, a lot of companies in this space had a huge run up in share prices. He tries to avoid these speculative stocks. For the average investor, it is extremely difficult unless you have a strong belief in theme or have done a lot of work in the area. It is difficult to value these companies.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
TOP PICK CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2014-07-22 $0.000

The really interesting element is that whiskey is the big hot trend in the spirits business, and Pernod, their parent, does not have a US whiskey brand. Corby partnered with J P Wisers, their Canadian Rye brand, in order to make a big push into the US. They are just in the early stages. If successful and gets traction, this company’s earnings could go up substantially. If this expansion is successful, you are either going to get a big dividend increase, or Pernod is going to come along and try to buy the remaining piece of this company. Yield of 3.51%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
BUY CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2014-07-22 $0.000

Has some good attributes and still likes it. Feels there is still some good upside left. In the executive search business, and have a significant presence in the US. As the US economy is recovering, they are getting a lot more traction and mandates there. About half of the market cap is sitting in cash, so from a valuation standpoint it really adds a nice margin of safety. A pretty attractive dividend, which he feels is sustainable and safe. He could see upside to $2 a share.

$2 Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
TOP PICK HBC-T Hudson Bay Co. Market Call (BNN TV) 2014-07-22 $0.000

Doesn’t love department stores, but this is a unique opportunity. There are 3 really prominent retail brands under this company, The Bay, Lord & Taylor and Saks. This is run by the real estate Baker family, and the real opportunity here is the monetization and the hidden value of the real estate. $5.5-$6 billion enterprise value company. Thinks the real estate alone could be worth $4 billion, which means you are buying the retail operation for about 3X enterprise value to EBIDA, a very depressed multiple yield of 1.2%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
PAST TOP PICK HWD-T Hardwoods Distribution Market Call (BNN TV) 2014-07-22 $0.000

(A Top Pick June 17/13. Up 53.58%.) Still likes this. Distributes wood products such as paneling for cupboards, flooring, etc. 70%-80% of their revenue is US based, so they are really positioned to benefit from an improving US housing and renovation market. Not an expensive stock.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
PARTIAL SELL INTC-Q Intel Market Call (BNN TV) 2014-07-22 $0.000

This is a stock that has broken out from a long-term trend. Had fallen into the category of old tech. This one is up over 30% year to date. Not overly cheap. Trading at a forward PE multiple of over 16X. Had a big run, so wouldn’t run after it here. If you own, consider taking some profits.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT JCP-N J.C. Penney Market Call (BNN TV) 2014-07-22 $0.000

Has put this into the category of “too tough to figure out”. Are they going up a lot, or are they going to zero? Had well published issues over the last several years. Still in a turnaround mode, but has $4.5 billion in debt, a lot more debt than equity. Lost money last year and analysts are forecasting they will make a little bit of money this year. Department store business is under a lot of pressure. Wouldn’t Short this because it has a very large Short interest, and if they do surprise and turn things around, the stock could go up a lot in a very short period of time.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2014-07-22 $0.000

(A Top Pick June 17/13. Up 12.71%.) Some issues regarding the health of the CEO, but feels this and Wells Fargo (WFC-N) are still the best in class.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE Yes View
COMMENT KBH-N KB Home Market Call (BNN TV) 2014-07-22 $0.000

One of the smaller homebuilders in the US. Likes the space. Prefers Brookfield Residential (BRP-T) over this. You really want to look at the companies with the strongest land position, particularly in an environment where land prices are rising. Brookfield has 20 years plus of land inventory, so they don’t have to pay ever-increasing prices. If anything, they will be selling land to others.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
COMMENT LGT.B-T Logistec Corp Market Call (BNN TV) 2014-07-22 $0.000

Owns and operates port assets. Has gotten a little more expensive. Not followed by many people and is a pretty darn good business.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) SELECTIVE No View
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