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) 2016-06-24 $0.020

Market. He did not make any strategic changes going into the Brexit vote. This has not been a wonderful year. Today he is buying the stocks that he thinks are down too much. The UK pound is falling which means it is going to cost them a lot more money to import goods, but it makes going to the UK cheaper, and the impact could be nothing. Nobody knows what the short term impact is going to be. Any analyst that has more than 10% of their exposure to Europe and are down 3%-5%, with maybe their profits being impacted to zero, that would be the stock to buy. A lot of the ones that are down today are the US financials. Those are the kinds of stocks he is attracted to today.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-24 $0.020

Volatility ETF’s as a swing trade? You are probably better off going to a casino and playing the roulette wheel. The outcome is absolutely random. Just because you get it right doesn’t mean you are smart, it just means you got lucky.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-24 $0.020

Gold stocks? Has bought gold stocks in the past, but wouldn’t buy them now. Doesn’t see any reason to own these types of companies. Has no idea what gold is going to do a year from now.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-24 $0.020

Market. Britain decided to leave the EU. It is a pretty big deal, an unprecedented and uncharted territory for the markets. From a Canadian investor’s point of view, he doesn’t think the impact is going to be overly material. A lot of Canadian investors’ portfolios don’t have much exposure to the European market, so doesn’t see them taking a huge hit. A lot of companies that trade on the TSX don’t have a lot of revenues that are generated from the European markets. Probably the biggest exposure is in the financial sector. This is a great opportunity to pull out your watch list, and for those that you have been waiting for, a more attractive entry point. You need to expect volatility for the next few weeks.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN _N/A View
BUY AAPL-Q Apple Market Call (BNN TV) 2016-06-24 $93.400

Much cheaper than it was a few days ago, so you can absolutely buy it here. If you are waiting for a selloff, this is it.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK ADW.A-T Andrew Peller Market Call Tonight (BNN TV) 2016-06-24 $26.930

(A Top Pick March 3/16. Up 8.14%.) This is a recession resistant type of industry. The wine space within alcohol, is actually a faster growing one, compared to the broader alcohol/spirits market. A stable company.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT AMZN-Q Amazon.com Market Call (BNN TV) 2016-06-24 $698.960

One of the best companies, but valuation makes it very hard for him to make sense of. You have to take a big leap of faith to bite into the multiple of 60 or 70 times earnings.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-06-24 $52.300

Alimentation Couche-Tard (ATD.B-T) or Magna (MG-T)? Since he owns Magna and not this one, Magna is the only one he can recommend. However, this is a great company and it has come back a little. Feels it has sold off partly because there are concerns they might overbid for CST Brands which is rumoured to be up for sale. This one benefits from the low Cdn$, so they are probably doing okay now. It has always been an expensive company.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2016-06-24 $52.300

A “Best in class” type of name. The valuation multiple was getting higher, but has come down a lot and is more reasonable in price. They are still doing acquisitions globally, and has been a very astute team in being able to pick up interesting companies at fair prices, and growing shareholder value.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT AW.UN-T A&W Revenue Royalties Income Fund Market Call Tonight (BNN TV) 2016-06-24 $32.070

Have been putting up about a 6%-9% same-store sales growth over the last year or so, which is a pretty big number. Their marketing is on an organic healthier food angle, and also focusing on smaller format stores in metropolitan areas. That seems to be paying off. As a royalty, there aren’t many costs. Payout ratio is at about 100%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2016-06-24 $21.920

They do daylighting, exposing underground wiring and pipelines. Seem to be able to do it quicker and more efficiently than their competitors. Great management team. Have been through downturns before and have managed it. However, looking at the valuation, it looks like it is priced to perfection at 24X forward earnings. Has a pretty good growth plan, and if they can deliver on it there is some potential for a return. The problem is, they moved into the US and have seen their margins depressed. Not confident they can get those margins up to historical levels.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2016-06-24 $42.920

One of his biggest holdings and he is happily buying it. It has exposure to the UK and Europe, but doesn’t think there is going to be any impact to its business operations. The smartest investors he knows and will probably use their beautiful balance sheet to make wonderful acquisitions going forward.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BBU.UN-T Brookfield Business Partners LP Market Call (BNN TV) 2016-06-24 $25.820

A new limited partnership from Brookfield. Made up of a collection of different assets such as private equity assets, ownership and other publicly traded companies. It came out at around $30+. Typically, people get rid of it because it’s a duplication of something they already have, but they really should be buying it instead. Hasn’t decided what his strategy is yet, but he wouldn’t discount this company. The price looks quite interesting.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK BOS-T Airboss of America Market Call Tonight (BNN TV) 2016-06-24 $14.100

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2016-06-24 $38.840

Doesn’t own any oil/gas producers. Got out of them in 2015. This and Suncor (SU-T) are the 2 best run oil/gas companies in Canada. For conservative portfolios, 1 or 2 of them could find a place in your portfolio. He is not over the moon about buying oil/gas stocks at $48 oil.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
Showing 1 to 15 of 153,281 entries
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