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
  
COMMENT 005930-KS Samsung Electronics Market Call (BNN TV) 2016-09-30 $0.000

Several years ago, the chairman fell ill and his son has taken over. This has created a very different shift in the way the company behaves. There is more of a focus on capital allocation. Historically there was a very low dividend being paid, but there are now buybacks and increases in dividends. She likes this.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Yes View
TOP PICK 051900-KS LG Household & Healthcare Ltd Market Call (BNN TV) 2016-09-30 $0.000

Cosmetics and skincare, and is her play on beauty spending in China. If you look at serious spending in China, it is cosmetics and has doubled over the last 5 years, but is expected to continue to grow by double digits in the next few years. Dividend yield of 0.58%.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Yes View
COMMENT 2196-HK Shanghai Fosun Pharmaceutical Group Market Call (BNN TV) 2016-09-30 $0.000

A Chinese health care stock? Healthcare is a secular growth theme that she really, really likes. She focuses on larger companies for diversification and balance sheet quality. A very diversified group selling generics as well as Chinese traditional medicines (TCMs). They also manufacture and sell devices. Around 70% of China’s drug spending is actually TCMs. The stock is very inexpensive trading at around 17X earnings.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-30 $0.020

Emerging Market Stocks. Up until January of this year, emerging market stocks had a very tough time. In large part, it was because we were expecting a rate hike from the Fed, and money was going back into US and Europe, as opposed to emerging markets. Since then, they have far outperformed their developed counterparts. This is because Central bank policies remain relatively benign. Also the BREXIT vote really highlighted that political risks can occur anywhere. Even with the rally that we have seen to date and the strong outperformance, she sees a lot of value.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-30 $0.020

ADR? This stands for American Depository Receipt. A US investment bank will create ADRs, which essentially buy foreign securities, allowing North American investors to buy them.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-30 $0.020

Market. There are 3 broad themes that really haven’t changed. Interest rates, forthcoming election and valuation. The interest rates and forthcoming election are really problems that are going to deal with themselves over the next 3 months or so. As they get nearer, you are going to have more volatility and a lot more uncertainty, but he really views this as an opportunity for investors. If these events create a pullback, it would be a good time to be adding to your portfolio, and even picking up some interesting names from your watchlist. Valuation is really the million-dollar question. On an absolute basis, stocks are more expensive than what they were based on historical multiples, but he thinks there is more to the story. Interest rates and inflation are very low right now, which means your real returns can still be acceptable even with equities at a premium. Stocks are your only game in town. If you are prudent, pick your spots and invest for the long-term, and you will do okay in the markets right now.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN _N/A View
TOP PICK AAGIY-PK AIA Group Market Call (BNN TV) 2016-09-30 $0.000

Life insurer. This has grown to become the largest Pan-Asian insurer with operations across 18 countries in the Asia-Pacific. Very strong balance sheet. Because they are so big, a lot of their revenues fall to the “surplus”. They have been increasing dividends every year on a regular basis. Dividend yield of 1.41%.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Yes View
COMMENT ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call (BNN TV) 2016-09-30 $24.650

This tracks the A shares in China which is the onshore market. There is also a B shares, but much smaller. There is also the H share market which are Hong Kong listed stocks. What she likes about some of the onshore market in China is that there are certain sectors that are not well represented outside. Because it is predominantly a retail market in China, the volatility is typically higher than the Hong Kong side.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS No View
COMMENT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2016-09-30 $9.070

Fundamentals have always fundamentally looked good, but it has just been sliding down. They have a bit of a strategy shift, going to a loss leader strategy, where they are going to sell cheaper surveillance cameras to get their foot in the door with customers, and then up-sell them with higher quality versions of their product. Longer-term, that is probably not a bad strategy, but it was not what they sold investors in the 1st place. It is really a “show me” story.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT AW.UN-T A&W Revenue Royalties Income Fund Market Call Tonight (BNN TV) 2016-09-30 $33.960

He likes the burgers and the company. Valuation has gotten bid up a bit, so the yield has come down. It has some pretty strong same store sales metrics is a fast food company. He likes the same store sales momentum, which is a key metric here. As a royalty, they are taking money off of the top and don’t really have any operations they have to pay for. 4.7% yield.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Yes View
COMMENT BABA-N Alibaba Group Holding Market Call (BNN TV) 2016-09-30 $104.640

This and Tencent (TCEHY-5) are the behemoths of China technology. She likes this company. It is a long-term core play.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Yes View
COMMENT BAP-N Creditcorp Ltd Market Call (BNN TV) 2016-09-30 $151.160

The largest retail bank in Peru. Peru is her favourite Latin America country at the moment. The new president is very pro-business. This bank is benefiting from extremely low penetration of financial products, and has a very strong capital discipline. The ROE is very consistent over the years at around 20%.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Yes View
COMMENT BIDU-Q Baidu.com Market Call (BNN TV) 2016-09-30 $182.070

She likes the business model a lot. It is essentially the Google of China. She would be very watchful as to what Ali Baba (BABA-N) and Tencent (TCEHY-5) decide to do in “Search”. So far, they are more focused on competing with each other. She likes this company, but it is not inexpensive. However, the growth potential justifies that.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Unknown View
PAST TOP PICK BOS-T Airboss of America Market Call Tonight (BNN TV) 2016-09-30 $13.250

(A Top Pick June 24/16. Down 5.05%.) Does different types of rubber compounds for the self defence industry. A deeper value type of name, trading at 9X earnings. The recent quarter wasn’t great, and the next one probably won’t be overly exciting either. Things will eventually pick up, and he thinks it will move quite well when that happens. He still likes it.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Yes View
COMMENT CHL-N China Mobile Hong Kong Market Call (BNN TV) 2016-09-30 $61.520

One of the 3 main telecoms in China, and is the largest by subscriber base. Very well-run. Has about a 3.2% dividend yield. Payout ratio is very low and the stock is inexpensive. She likes this.

Christine Tan EMERGING MARKET BULLISH on EMERGING MARKETS Yes View
Showing 1 to 15 of 156,882 entries
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