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Compiling comments that experts make about stocks while on public TV.

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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) 2015-09-03 $0.020

Markets.  There has been a very long run in the bull market for the last 7 years. Most of the pullbacks have been very modest at 5%-7%, and a few weeks later we have been back at the highs. This pullback has a different tone to it. There are greater issues with the central one being China, their stock market and their economy, which has an impact on commodity prices, that impacts Canada and Canadian prices. We don’t really know what the data is in China and what the economy is doing. The Chinese government can only support the stock market for so long. He believes their economy really is slowing. He expects a period of heightened volatility, but also some great opportunities. When we see situations where the market sells off a lot and big, high-quality, blue-chip companies, that are not impacted by commodities or China or what is happening in Europe, that can be a great opportunity for investors with some cash.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-09-03 $0.020

Canadian Banks? He favours US banks. The US economy is improving at a greater rate, and the housing market is improving there. In Canada there are probably some downside risks in housing and Canadian banks have large mortgage businesses. Also, Canadian banks would have more exposure to energy through loans to corporations in the energy sector. Also, has exposure to the Alberta economy, which is going to be under some pressure. The earnings torque on the US side over the next few years is going to be better.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-03 $0.020

Markets. A 5-point checklist that investors should be thinking about right now. 1.) Don’t Sell stocks just because the price has gone down. 2.) It is important to be diversified. (He likes to own 25-30 of the best companies in industries that he wants to be in.) 3.) Focus on Buy, Hold and Monitor. 4.) Choose products that people use every day. (It gives comfort and a margin of safety when there is a market correction.) 5.) Have 5 or 6 stocks that are ready to go. (He is always researching new ideas and for valuations (not price) that is he is hoping for.)

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-03 $0.020

Canadian banks. Which one? Banks are incredibly cheap in Canada and earning a great return on capital right now. A lot of them raised their dividend. Oil/gas exposure is not a problem. The housing market is not an issue and their mortgages are guaranteed by CMHC in any case. He likes Toronto Dominion (TD-T), National (NA-T), Bank of Nova Scotia (BNS-T) and Royal (RY-T). He would pick one or 2 of these names and hold them for the long-term.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2015-09-03 $110.370

A good example of a really well-run business. Sold off with the market. This is a great company with an amazing brand loyalty. Trading at 8X earnings after backing out the cash. This company is going to do just fine, regardless of what happens in China. Dividend yield of 1.87%.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY AIG-N American International Group Market Call Tonight (BNN TV) 2015-09-03 $59.450

What they have earned over the past year has been tremendous. They have a triple whammy. They are buying back stock, reducing debt and increasing dividends. Insurance is a black box and very hard to figure out, but with this black box he knows that the NAV is $75-$80 a share. With the stock price at only $60, he is going to continue to buy until it is trading well above BV.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-09-03 $41.480

This is access to low-cost leverage and generating lots of fees by getting into distressed assets and setting up limited partnerships funds. They not only own great assets, but also makes money managing portfolios and getting fees. Thinks the NAV is in the $50 range, so trading at a pretty decent discount. Dividend yield of 1.53%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2015-09-03 $53.850

Didn’t seem to get hit very much during the downturn. If you are worried about volatility and timing, it is a nice place to hide. Not very economically sensitive. Safe dividend of 4.86% currently.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
BUY BIN-T Progressive Waste Solutions Inc Market Call Tonight (BNN TV) 2015-09-03 $35.790

Continues to make acquisitions and has become the 3rd largest waste management company in North America. He believes there is still room for growth. The waste management business is very fragmented in North America. The company generates a lot of free cash flow and have done a great job of improving operations. In a defensive market, this is the type of company you want to own.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2015-09-03 $132.150

In his opinion, this has fallen to the lowest price book level since the financial crisis. They continue to grow their BV. Once the Kraft-Heintz deal closes, that is going to add earnings power. He likes the safety and security of owning good quality companies within their holdings. Also, has a giant equity portfolio. He could easily envision this stock getting back to the $150-$160 level.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CCL-N Carnival Corp. Market Call (BNN TV) 2015-09-03 $49.400

Clearly benefiting from weaker oil prices. A global company, so would have exposure to consumer demand on a global basis. The strong US consumer helps them. Feels the outlook is relatively strong for the whole industry.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-09-03 $178.110

If you have done your research and you think it is a good quality company and that the runway of growth is going to continue, then you want to buy the stock. Pick a valuation where you are comfortable owning it.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK CJT-T Cargojet Inc Market Call (BNN TV) 2015-09-03 $21.390

They are dominant in their industry with about 90% market share in the overnight cargo industry in Canada. They are a real beneficiary of e-commerce as more and more people ordered things online. Have long-term contracts with their clients with a lot of them being take-or-pay, so there is a minimum guaranteed amount of volume. Dividend yield of 2.82%.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CKEC-Q Carmike Cinemas Inc. Market Call (BNN TV) 2015-09-03 $22.730

(A Top Pick Nov 6/14. Down 17.71%.) A very good business. They operate movie theatres in the US. Trades at a huge valuation multiple discount to what Cineplex (CGX-T) would in Canada. They have been growing through acquisition.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-09-03 $72.000

The rails have had a really good run over the last several years on the back of the North American economy being strong, but also transporting more oil, more coal and more grains. If people are worried about the commodity sector and transporting some of the key commodities, that could impact the rails.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
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