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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) 2015-01-29 $0.020

Markets.  We are at an interesting point in economic history.  The reality is that we have not had a point where the European, Japanese, Chinese and Bank of Canada are working together to add liquidity.  In the long term this could contain some dangers.  It is an inflationary phase that we won’t see until 2016.  The next part of the equation is currency exchange.  That will be more powerful than more people think.  Now that we have a foreign exchange structure that is seeing the US dollar move dramatically against all other currencies, it will change things dramatically in 12 months or so. 

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-29 $0.020

REITs are pushing forward as much of the refinancing as they can.  The lower interest rates are a benefit and then they want to lock them in for as long as possible. 

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
PAST TOP PICK A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-29 $0.020

Air Canada Bonds 7.625% maturing 2019 (Top Pick Feb 28/14, Up 14.75% Total Return) The slow down in Western Canada could moderate air travel for a few years.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-29 $0.020

REIT rules in Canada.  He would love to see more flexibility.  Changes in 2006 involved rules that were too draconian.  He doesn’t see rule changes in the US coming to Canada.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-29 $0.020

Markets.  Thinks interest rates will be lower, longer than people think.  The Bank of Canada is worried about a slower Canadian Economy.  We are in the phase where the oil price drop is now affecting other areas of the market.  Oil is very little of the US economy compared to Canada.  The world has not changed that much.  Earnings came out from a lot of companies and all they said was that the dollar was affecting them.  Yet commodities have collapsed.  China may be slowing down faster than people think.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-29 $0.020

Is it time to get out of Canada?  Nobody really knows where oil is going.  He feels oil can still go lower as there is still excess supply.  The other problem with oil is that it can be stored and eventually storage could get filled up.  It has to settle somewhere.  It will probably go up higher over a period of time.  There will be a point over the next period of time when it is a great time to buy great oil companies [Canadian].

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS _N/A View
DON'T BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-01-29 $34.770

A wonderful operator.  The reality is that the dealerships are centered in Western Canada.  It will be tough for them to just maintain sales. 

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
TOP PICK AP.UN-T Allied Properties REIT Market Call (BNN TV) 2015-01-29 $40.370

(Top Pick Feb 28/14, Up 24.60%) Has a very disciplined organic growth pattern.  He continues to hold and it is a large position.  This is a well run investment trust.  It is a development, acquisition and urban intensification story.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-01-29 $15.430

It has come off a fair bit as have a lot of the US banks.  You have a really good chance to get a great company really cheap.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-01-29 $65.180

This is where all their top managers own their equity in the portfolio.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
DON'T BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2015-01-29 $12.920

It is hard to see where it will go from here.  It is a difficult environment.  He thinks it would work better if Amazon bought them out.  He is not sure BB-T will be around in a year.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-01-29 $2.930

Has done poorly and it is a tough business.  He has never owned it.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS No View
PARTIAL SELL BCE-T BCE Inc. Market Call (BNN TV) 2015-01-29 $58.310

Telecoms in Canada have valuations that are between 6 and 8.5 times cash flow.  This one is at the high end of this scale.  This at the expensive end of the range.  You should trim when you get to this point.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
BUY BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2015-01-29 $30.550

They won their battle to own the Canary Warf project.  The UK economy is actually doing quite well.  It should be very accretive.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
HOLD CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2015-01-29 $45.720

He sold it because it got a little bit too expensive.  It has a decent yield of about 4%.  It technically has a monopoly.  They have done a very good job.  But their business is driven by blockbusters.  There are some really big-brand things coming out and that should cause them to full up.  It is about driving concessions and other parts of the business that do well.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS No View
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