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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
  
TOP PICK ACQ-T AutoCanada Inc. Berman's Call 2014-04-24 $0.000

Are buying dealership after dealership. Biggest problem is if auto sales slow down. With the currency, it would be hard for a private owner to compete with them when it comes time to buy a dealership.

Adam Thomas AGRICULTURE, DIVIDEND & FIXED INCOME BEAR Yes View
PAST TOP PICK 5013-JP Yushiro Chemical Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 10.36%.) At the current share price, it is basically selling for its net cash and half of its net cash plus Accounts Receivable so you are getting this electronics company basically for free. This company has huge upside and has just barely started to move.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
TOP PICK 5975 Tokyo Topre Corporation Market Call (BNN TV) 2014-04-23 $0.000

Tokyo exchange so we don't track.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
DON'T BUY 6752-TO Panasonic Corp Market Call (BNN TV) 2014-04-23 $7.240

They are suffering from the same things that Sony is, that is they are totally out of touch with consumer tastes. This remains a huge issue for some of these companies. Earnings are going to improve simply because of the depreciation of the yen, but the reality is that there are serious problems with their model and their products and they require a massive overhaul.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT 6804-JP Hosiden Corp Market Call (BNN TV) 2014-04-23 $0.000

A net cash story. How can you not like a company where you are getting, for a fraction, an underlying company? This one offers huge upside. Earnings are poised to take off again.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.020

Markets. Stock markets have had a great run in the last couple of years. This is not just due to corporate earnings, but is also due to price/earnings inflation. Valuations are simply more expensive. With the prospect of interest rates rising at some point and if the Fed tapering continues, that will put pressure on some equity prices. Also, corporate earnings have been somewhat disappointing for some of the large mega international multinational companies. His equity fund is about 30% cash because he is having trouble finding good things to buy. He still finds value in Japan, but a lot of the companies have moved up quite substantially. Also, seeing value in European financials.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.020

Interest Rates. The 10 year bond yield rose after Ben Bernanke’s famous comment last June. Since then, the reserve board has done everything it can to ensure and talk investors into believing rates will remain low. 10 year bond yields have actually declined in the US to about 2.5% so investors have become quite comfortable for the next 2-3 years. They believe interest rates will stay low so ETFs like SPDR Barclays High-Yield (JNK-N) and iShares Hi Yield Corp Bond (HYG-N) ETFs have come back up again as people begin to feel they are not going to suffer any capital losses. This is the same with preferred shares.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.020

Convertible bonds. What is your best suggestion in the five-year maturity range with reasonable yield and liquidity? After the massive run-up in equity markets, he can’t find any value in convertible bonds. Anything decent is trading at a huge premium because share prices have risen up, therefore yields are extremely low. He does not find this area attractive at all at the present time.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-23 $0.020

Markets.  It is rare that we see buying in favour of selling 2:1.  It means there is a good move ahead for the markets.  We did a sprint, the market is consolidating and then it should move higher over the next few months.  He has a diversified portfolio.  Looks for earnings growth on an accelerating basis.  Mid caps are most attractive to him because of his analysis method.  Early stage equities are giving up some strength to the later stage equities. 

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET _N/A View
PAST TOP PICK AA-N Alcoa Market Call (BNN TV) 2014-04-23 $13.630

(A Top Pick April 30/13. Up 60.91%.) Feels that this is just on the cusp. After aluminum companies have shut in a lot of high cost aluminum, supply is declining somewhat and demand is poised to take off in the next couple of years because of US auto demand is rising. To him, their peak earnings will be $2.50-$3 a share. In the past, when earnings have been at this level, this has been a $30 stock.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
PAST TOP PICK AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-04-23 $7.700

(Top Pick Oct 16/13, Up 54.31%) He doesn’t like airlines for the long term, but their earnings were ramping up late last year and this year.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-04-23 $62.020

(Top Pick Oct 16/13, Up 61.98%) 33 dealerships of 3400 in Canada.  This is their potential clientele.  Ford is one dealership that they do not have.  Just made inroads into GM.  Many of the owners are looking for an exit strategy.  You could see someone else start this but they have to be an auto dealership now.  The other thing is access to capital.  ACQ has that.  Every time they make an acquisition, they are accretive.  The only thing to worry about is if auto sales start to slow down.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-23 $30.730

Always had thought it was a lousy business, low margin convenience stores, but this one has done an absolutely outstanding job. The only successful Canadian retailer that has been successful in the US. Earnings keep driving higher. He could never buy it at the valuation it is trading at but, kudos to management.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-04-23 $30.730

(Top Pick Oct 16/13, Up 33.32%) The founder stepped down.  It is a growth by acquisition story and there are always questions as to whether they can pull off the next one.  Management has a great track record.  There is still room to go.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2014-04-23 $16.370

All of the earnings for the US banks are showing 2 things. On one side, all the big money center banks like this one, are showing some increased earnings, but the reason, in part, is that they are taking out reserves for bad loans. The economy has improved and now they are unwinding those reserves. It is not really core earnings improvement. They are also suffering from the new rules that will apply to their use of capital. He is somewhat neutral on these banks and prefers the European ones, which look a lot cheaper.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
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