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) 2017-03-28 $0.020

Markets.  Everyone was euphoric when Trump got a majority republican congress.  The market has now spent 24 hours worrying about healthcare.  There would probably be a good mandate to see lower corporate tax rates.  Now he can allow companies to grow more without needless US regulation.  Earnings are string to bubble upward.  The market is not that expensive.  We need to see lower tax rates and deregulation, but we are now a lot less confident in a clear agenda.  World economics are strong enough now to drive stock prices upward.  Unemployment is dropping.  The Fed is raising rates.  We are seeing growth spurts from Japan and growth numbers in Europe.  Greece seems not to be an issue.  Canada is a proxy for global growth.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-28 $0.020

Canadian banks.  They are expensive based on book value.  10 years from now, they will probably double.  Europe has some incredibly cheap banks so it would be a good idea to move some money from Canadian banks to Europe for diversification purposes. 

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Yes View
TOP PICK A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-28 $0.020

Baytex 6.625% bonds maturing 2022.  He feels they are a much safer investment.  You don’t have to hope oil comes back. 

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-28 $0.020

Markets. There is a lot of negative sentiment in oil.  The lack of visibility of what OPEC has done and how it has fed into inventories is what is causing nervousness out there.  She is confident that OPEC’s actions will work.  With production increasing in the US, it is being balanced by cuts that OPEC has made.  We won’t get a lot of growth in oil in the US next year if the price does not increase.  She looks for companies that have the best growth and the best plays.  There is a valuation gap between the US and Canada that makes Canada much more attractive.  A border tax into the US will increase the price of oil in the US and thereby encourage production growth there.

Swanzy Quarshie OIL & GAS UNKNOWN _N/A View
DON'T BUY AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2017-03-28 $6.040

They have had the ability to grow and this is why they issued units.  Industrial space is the hot commodity right now.  17 times price to AFFO so it is on the higher side. 

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Unknown View
TOP PICK AAV-T Advantage Oil & Gas Ltd Market Call Tonight (BNN TV) 2017-03-28 $8.640

It is a gas company.  She thinks Gas is bottoming, even if she is not bullish on it.  This is one of the best ways to get gas exposure.  They have a well laid out plan.  They have take-away capacity.  She can see growth for the next 3 years.  (Analysts’ target: $11.50).

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
TOP PICK ACQ-T AutoCanada Inc. Market Call (BNN TV) 2017-03-28 $21.440

He just started buying this.  It was washed out because of Alberta exposure.  2/3rds of the dealers are privately owned and looking to transition out.  They should do well, even though nothing should happen for the next 6 to 9 months.  (Analysts’ target:  $26.50).

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Yes View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2017-03-28 $30.960

The dividend is sustainable.  They did an acquisition in the US.  The market did not technically like it because of equity issue, but he things it is transformational and incredibly accretive.  It will take about 18 month for the process to go through and for them to close the deal.  It is cheap and you will see it outperform next year.  Their assets are incredibly strong.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Yes View
PAST TOP PICK ARE-T Aecon Group Inc Market Call (BNN TV) 2017-03-28 $17.360

Convertible 5.5% bond due Dec 1/18. (Top Pick Feb 17/16, Up 6%) He sold about two quarters ago.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC No View
BUY BAC-N Bank of America Market Call (BNN TV) 2017-03-28 $23.480

They raised their dividend quietly, but not too aggressively.  They are at the higher end of capital requirements.  They did a lot of stock buybacks.  He would not be surprised if they raised their dividend soon.  He likes it.  They are the largest deposit holder.  If interest rates rise it drops directly to their bottom line.  He is pretty sure deregulation is going to happen and there will be re-valuation.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Yes View
BUY BBI-X Blackbird Energy Inc Market Call Tonight (BNN TV) 2017-03-28 $0.500

They have been acquiring assets.  They are surrounded by the big boys.  They do a lot of their own drilling.  They have cash on the balance sheet from an equity raise they did to do some drilling.  She thinks it will likely be taken out. 

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
TOP PICK BCE-T BCE Inc. Market Call (BNN TV) 2017-03-28 $58.910

Tremendous free cash flow yield.  It is in the best position of all the telcos and cable companies.  Fiber to the home has a compelling element. They are tremendous cost cutters.  (Analysts’ Target:  $60.00).

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Yes View
HOLD BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2017-03-28 $4.470

It has a bit too much debt.  This has been one of the victims of the oil price turn as they had too much debt at the top.  She likes management.  They have a lot of torque to higher oil prices.  Heavy oil is a better asset in Canada. 

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
SELL BXE-T Bellatrix Exploration Ltd. Market Call Tonight (BNN TV) 2017-03-28 $1.030

In the past it had some good attributes.  Then their decline rates got way too high.  They spent a lot of money on infrastructure and now are forced to sell some of it because debt has gotten too high.  There are so many other names you can buy.

Swanzy Quarshie OIL & GAS UNKNOWN No View
BUY CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2017-03-28 $33.350

They have some exposure to Alberta but most is Ontario, Quebec and BC.  There is very little vacancy.  They have executed incredibly well. He likes the company and its assets.  This one is defensive in nature.  Apartments do well in a real estate downturn.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS OPTIMISTIC Unknown View
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