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) 2016-07-29 $0.020

Markets.  Crude oil came down below $41 this morning.  Everyone is watching the 200 day and seeing if it holds.  It seems to have held so far.  The inventories of Gasoline are a concern.  Inventories are high because demand for fuel oil last winter was weak.  Over the next couple of months refineries will go down as normal and normalize demand.  This is a short term impact.  Production of oil is down around the world.  Summer is typically a crummy time for oil.  He calls for $60 crude in 2017 and $65 in 2018, by which time the world will be short oil.  He is going to deploy cash he is sitting on this fall.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Markets. People are thinking the equity market is more attractive than the alternatives of fixed income and dividend paying stocks, and have been putting money in. It is interesting that the markets most hit, particularly in Europe, have actually been some of the better performers this month. Feels the Fed has turned less dovish, and are hoping to raise rates, and he anticipates one hike before year-end. He’s been looking at some of the stocks that have been beaten down. There are some high dividend payers that may not have met expectations, or are seeing some declines in earnings, and those have been punished quite a bit. He is also looking at some, where growth is coming but not visible in the next 3-6 months.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Sell before ex dividend date or after? The finance theory is basically that the market actually prices in the dividend when people are pricing out the stock. He back tested and found it made no difference at all on the earnings.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

A reasonable high this year for the TSX? That would be a question of what we see happening with gold prices, which has been a huge contributor to the overall returns to the TSX. Gold prices have not moved nearly as much as the stocks, many of them have doubled. Energy has gone up, but oil prices have come down by about 20%, yet energy stocks are generally holding in pretty well, having fallen off by about 7%. It wouldn’t surprise him to see another 3% from here.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

How much do interest rates have to increase before high dividend payers, like REITs and utilities, get hit with selling? If you got one move by the Fed, it could easily lead to a 5%-10% selloff.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Canadian financials? Last year, even though earnings were pretty good, everyone was worried about where growth was going to come from and what was going to happen to the overextended consumer. The banks fell about 10%. This year has been the exact opposite. The banks have had a pretty good run. Banks, from a long term perspective, are a great hold, and are basically trading in line with their historical average of about 12-14 times earnings. You get a great dividend, between 3.5% and 4.9%. It wouldn’t surprise him that if there is an issue with rates going up, banks could be hurt. Lifecos haven’t done nearly as well as banks, and are now trading below BV. You get a higher dividend than what you typically get from banks, and picking them up at a lower multiple. Also, they have a larger business tied to the wealth management space, so there is less concern with interest rates.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Business development companies (BDCs)? A very broad category which goes all the way from private equity to private debt. The amount of leverage they can have can get up to a level of 200% or more, or more recently at 25%-50%. His firm has been looking a lot at private markets and private debt space. It is a great opportunity. Regulations have made it very difficult for the banks to lend to certain areas, so they are very slow in acting. He has been able to find a lot of alternative strategies paying in the 6%-7% range. Two of the better names are Apollo (AINV-N) giving a 14% distribution and BDC (?). You really have to look at the individual names, because the characteristics of that sector are weighted.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

REITs or energy for dividends of 4%-6%? If you are looking to try to generate income, REITs are probably a better play, because the energy sector is going to be more of a reflection of what is happening with the energy price, giving you a lot more volatility than what you would see in the REIT sector.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Which bank pays the best dividend for the next 3-5 years in a TFSA? The National (NA-T) pays the highest at 4.9%. He likes this in that it hasn’t moved as much as Bank of Nova Scotia (BNS-T). If ranking in terms of quality, Toronto Dominion (TD-T), Bank of Montréal (BMO-T). In terms of more compelling valuations and upside, you have Bank of Nova Scotia (BNS-T), CIBC (CM-T) and National (NA-T). His one caution with CIBC is that they made a major acquisition in the US, so will likely do an equity raise. If you can wait for that equity raise to happen, this would probably be a little cheaper.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2016-07-29 $66.230

Its main product is Humira which works on the immune system. Basically for rheumatoid arthritis, IBD, any of the diseases that act on the immune system. Accounts for close to 60% of their revenue. They just had a great quarter. Saw 17% increase in sales for Humira. Has a fantastic pipeline and very aggressive growth targets. Trades at a pretty reasonable valuation considering it is a growth company. They anticipate double digit growth in each of the next 4 years, and to get revenues up to $37 billion a year. If successful and are able to get their operating margins where they say, by 2020, based on current valuations of 14.5X earnings, you will be paying about 8X.

Lorne Zeiler NORTH AMERICAN UNKNOWN Yes View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2016-07-29 $1.230

Not a name he would own.  They did a highly admirable job of deleveraging and doing a streaming deal on their oil.  Everyone knows the catalysts that have come and gone and now no one cares.  Everyone knows it is cheap and yet nothing is happening.  He would look to others.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY No View
BUY BDI-T Black Diamond Group Market Call (BNN TV) 2016-07-29 $5.070

He owns it for the yield.  They do camps and rentals for construction.  They raised capital recently to expand their business in construction.  It is a lot less volatile than the oil business.  The oil and gas industry wants to put money back to work.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Yes View
TOP PICK BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2016-07-29 $9.440

They did an asset acquisition off ECA-T.  They de-levered their balance sheet.  They diluted a major shareholder.  They extended their inventory by many years.  He estimates it is trading at a PE of 6 and should get re-rated to 7.

50% Upside Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Yes View
WEAK BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-07-29 $6.130

It is a company he likes.  It is a buy below $6 and a sell in the high $6s to low $7s.  His preference is Enerplus Corp (ERF-T) where he gets more exposure to nat gas.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
SELL BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2016-07-29 $1.120

Sell it and buy almost anything else.  The management team has tripped and fallen so many times.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
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