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 Berman's Call 2016-08-29 $0.020

Markets. The biggest cost to the US government for the next 20 to 30 years is healthcare, but you don’t get the development of drugs from companies without the profits. We need to watch the IBB-N biotech ETF.  He thinks it might re-test the lows.  He sees a 40% chance of a rate hike in September and a 63% chance in December. Don’t think the fed will not raise interest rates in front of the election.  They have done it before.  He thinks the US$ will rise from here as we have challenges in Europe and Japan.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-29 $0.020

Educational Segment.  The US$.  The market changed dramatically after the Fed said the rates were to go up September and December both.  The Euro is 57.6% of the US dollar index, so it matters what Europe does.  The notion that currency doesn’t matter is wrong.  It is the most important factor when investing.  A rate hike will put downward pressure on commodities and upward pressure on the US$.  He thinks we re-test the Brexit lows over the next couple of months.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-29 $0.020

Do you trim preferred or common shares when you need to lighten up on equities?  Perpetual preferreds trade more like bonds.  They may underperform in the next while whereas rate resets may do better.  Common shares will have even more volatility.  So he would sell these when rebalancing.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-29 $0.020

Sell a losing stock or a winning stock when you need to lighten up on equities?  He would crystallize the loss.  But it all depends on the particular situation, whether it is a taxable account and how it is diversified.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-29 $0.020

Markets.  We are in the early stages of secular bull market for the US$.  We are going to hike rates in the US for September and that is bullish.  Unless we get the right data point between now and the third week of September the raise should happen.  An increasing US$ brings earnings down when repatriated.  He thinks attracted investment into the US will counteract it in valuations.  Canada is SO overvalued.  It is crazy – all assets – housing & markets.  Canada topped out in earnings in 2011.  Canada doesn’t look good.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-29 $0.020

Where to park US$ for 6 months?  No equity is a safe haven.  Verizon would be the closest he could find .  He has a  $52 model price and it has a 4% yield.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-29 $0.020

Market. We have seen the Canadian market bounce off the post BREXIT lows, but thinks there is more fuel in the tanks. The TSX Composite is not expensive right now, trading at about 1.9X BV, which is pretty modest compared to 30-year historic average of 2.1. On an earnings basis, it trades at about 19X this year’s earnings, which is pretty much exactly in line with a historic average. This is all occurring amidst the backdrop of earnings that are still cyclically depressed and about 17% below trend.

Brian Madden CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-29 $0.020

Favoured sectors if there is a rate hike? An overwhelmingly, knowledgeable choice would be the financial sector. Canadian banks have managed to mint record profits, even in the very, very low interest rate conditions. If we get rates going up, and ideally a yield curve steepening, that could be a tremendous tailwind for their net interest margins.

Brian Madden CANADIAN BULLISH _N/A View
WAIT ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2016-08-29 $23.100

A very, very impressive stock for a number of years, but is very over indexed to Alberta. It peaked at close to $100 in 2014. Very inexpensive. Also, it is a growth by acquisition story so the bigger they get, the more they are going to need to do bigger and larger and more frequent deals. He would tend to err on the side of waiting for more financial proof that they are back in gear and growing their earnings once more. 

Brian Madden CANADIAN BULLISH No View
WATCH ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-08-29 $67.630

They are refueling their growth with a series of acquisitions.  We are hitting resistance at EBV+6 so the ride is over.  Model price $71.  If we ever get a correction he would love to buy it at $45.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2016-08-29 $67.630

One of the premier growth stories in Canada, not just in the consumer space, but in any sector. Extremely well-managed. They have a 20+ year track record of growing earnings and improving returns on shareholders’ equity. Just pulled the trigger on a very large transformational acquisition with the purchase of CFT Brands. The synergies on that should come in at about $150-$250 million, bigger than most of the street was expecting. Dividend yield of 0.46%.

Brian Madden CANADIAN BULLISH Yes View
DON'T BUY AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2016-08-29 $9.160

Their technology is pretty cutting edge. They provide digital security cameras and related software for large-scale corporate, retail and industrial applications. Had been a pretty good growth stock for a number of years. Feels management has lost a lot of credibility. They missed numbers. Also, they have a revolving door in the C suite with the CFO, etc. Too risky for his clients.

Brian Madden CANADIAN BULLISH No View
WATCH BAC-N Bank of America Market Call (BNN TV) 2016-08-29 $15.840

They rallied last week because of the expectation of raising rates.  The only problem he has is that it is under EBV-3.  He wants to see a positive transit above this.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
HOLD BB-T BlackBerry Market Call Tonight (BNN TV) 2016-08-29 $10.310

CEO is very well remunerated at $89 million. However, it is not entirely all recurring compensation. He earns about $3 million a year, but when he joined the company, he got a very lumpy one time signing bonus, which was comprised of a lot of restricted stock. It remains to be seen whether he will meet the performance criteria, and actually realize on that, because it is tied to whether the shares outperform the NASDAQ, which has not been happening. Buying “value plays” in technology is a tough way to make money. Incentives motivate behaviour, and looking at the conditions attached to John Chen’s pay packet, the 3-year anniversary date is mid-November, so if you own the stock he would stick around to see what comes up between now and the anniversary date.

Brian Madden CANADIAN BULLISH No View
COMMENT BCB-T Cott Corp Market Call Tonight (BNN TV) 2016-08-29 $20.820

This had been fading into oblivion for a very long time. Consumption of carbonated soft drinks is really on the decline. Very much a commodity driven business and vulnerable to the swings in price in plastics, aluminum, sugar, etc. They’ve made several transformational acquisitions into better businesses such as an office and home coffee and water delivery. Recently made 2 more acquisitions, one in the US and one in Europe. EPS is stuck in a range of about $.20 compared to $.40 in 2014. He prefers being invested in businesses that are proving and executing and achieving the financial metrics he is looking for. This doesn’t meet that test.

Brian Madden CANADIAN BULLISH No View
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