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 2017-09-25 $0.020

Markets.  Trump was not focused on North Korea over the weekend in Tweets.  But North Korea is suggesting that previous tweets were a declaration of war.  Markets have dropped slightly.  At some point the market wakes up.  In Germany, Merkel was re-elected but with fewer votes.  The Euro has dropped.  Governing in Germany is going to me more difficult.  Eventually the European project starts to break apart.  The risk factor is there.  Unwinding of countries’ balance sheets is another market risk present.  Caution should prevail in the markets right now.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-25 $0.020

Lithium ETF Recommendation.  LIT-N has had a great run up and is tremendously over bought.  He would wait for a pull back into the low $30s before buying.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-25 $0.020

Fang Stocks ETF Recommendation.  FNG-N.  See his educational segment today.  When we go into ‘Risk Off’ you will see a lot of profit taking happening.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-25 $0.020

Sleep At Night Portfolio.  He nick-named the portfolios he began running for BMO-T about 4 years ago.  He still believes in these very much. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-25 $0.020

ETF in AI Category.  BOTZ-N and ROBO-N.  They have had a phenomenal run up and are probably over done a bit at this point.  Japan has a significant weight.  It will be an investment theme for decades to come.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-25 $0.020

Educational Segment.  (weekly series) What Investor Personality Are You?:  3. The Follower.  Typically are interested in markets but don’t know a lot and are most interested in looking for a ‘tip’.  Their portfolios don’t have a lot of construction or diversification.  They suffer from regret aversion and hindsight bias.  They won’t make a lot of their own decisions.  The FANG stocks have a lot of these.

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) 2017-09-25 $0.020

Markets.  The BOC may have blown it by increasing rates so abruptly.  The CAD$ just blasted off and that is never a good thing when it moves too far too fast.  They need to telegraph the message better next time.  It will be harder on exports in the next few quarters.  He feels the proposed tax reforms are regressive, attacking small businesses.  It is extremely negative for the economy.  American stocks are very stretched in terms of valuations.  There are better opportunities in Canada.  He likes small to mid-sized companies that have leadership roles and are doing business in the US also.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-25 $0.020

Market.Believes the US is set to underperform relative to other markets, and its currency is part of that. However, we are still in a secular bull market. Looking back to 2009, we had the US equities and the US$ very undervalued and the Fed as the most accommodative of liquidity provider globally. The Fed has become almost a leading indicator of what other Central banks will do. Coming up to December 2016, there were a lot of hopeful opinions on Donald Trump and the US$ was sitting at a 14 year high. US equities are very expensive, and the Fed was no longer the most accommodative liquidity provider. Be prepared for some underperformance in US equities. Globally, economies that lagged since then have been the emerging markets. We’ve had 7 years of underperformance of emerging markets, and they just broke a 10 year downtrend in the last quarter. EMs have done incredibly well year-to-date, but there has been some froth. Looking forward, this trend is going to be measured in years, not quarters like many are forecasting. In currency ETF’s, there is a big knowledge gap with investors. Most think currency is too difficult so they become passive investors to that class. He views it completely different, i.e., as an asset class. Currency can become overvalued and over loved or the opposite, similar to a stock. The Cdn$ has some good tailwinds, but also some good headwinds as well.

Tyler Mordy ETF's CAUTIOUS ON US MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-25 $0.020

Will North Korea affect the stock market?The luxury of being a macro investor is that you can lengthen your understanding of history, and look back at past episodes. He is not opposed to analysing risks and geopolitical risks. He is opposed to individualized risks in not remaining diversified. Stay globally diversified.

Tyler Mordy ETF's CAUTIOUS ON US MARKET _N/A View
BUY on WEAKNESS AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-09-25 $13.090

A core position for a long time for him.  He buys more on dips.  They should be able to grow for many years to come.  The dividend is in US$ and should continue to grow.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call Tonight (BNN TV) 2017-09-25 $28.960

(A Top Pick Sept 20/16. Up 19%.) In the last 5 years, China has been everybody’s favourite whipping boy. His view has been completely different. 40% of the holdings are Chinese banks. China is making some good progress towards economic rebalancing. The rise of the Asian consumer is the biggest macro story of the next decade. He just sold this today as it had become very overbought.

Tyler Mordy ETF's CAUTIOUS ON US MARKET No View
PAST TOP PICK BKLN-N PowerShares Senior Loan Portfolio Market Call Tonight (BNN TV) 2017-09-25 $23.060

(A Top Pick Sept 20/16. Up 3%.) This was simply meant to hedge a rise in interest rates.

Tyler Mordy ETF's CAUTIOUS ON US MARKET Yes View
BUY on WEAKNESS BOTZ-Q Global X Robotics & AI ETF Market Call Tonight (BNN TV) 2017-09-25 $21.430

Is robotics a good sector?The macro trend in robotics is definitely a real one. Unfortunately, a lot of people know about it. Manufacturing in the US, since the financial crisis, is up about 20%, and yet the rise in employment is only up 5%. This is a good theme to play long-term, but wait for a pullback.

Tyler Mordy ETF's CAUTIOUS ON US MARKET Unknown View
WATCH CBO-T iShares 1-5 yr Ladder Corp Bond ETF Berman's Call 2017-09-25 $18.500

A laddered bond portfolio.  He likes it.  Each ETF provider’s version has had bad performance over the last few months because short term yields are seen as rising.  The risk is if the BOC is more aggressively tightening.  You want to wait until after the next announcement when there may be another pull back and then perhaps get in.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WAIT CGX-T Cineplex Inc Market Call (BNN TV) 2017-09-25 $38.530

Great management team that has been executing flawlessly.  One little hiccup can really hammer this stock.  All the cinema stocks have come down in North America.  CGX-T is looking at some high growth avenues like amusement centers to grow.  He is going to wait for a few quarters.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET No View
DON'T BUY CGY-T Calian Group Ltd Market Call (BNN TV) 2017-09-25 $28.700

He used to own it a long time ago.  It stalled out and he sold.  It is finally getting traction again.  They are trying to diversify the business.  If they lose a big contract it could really impact the results.  The dividend is safe.  He would like to buy it much more cheaply but he would not buy at these levels.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Unknown View
WEAK BUY CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-09-25 $12.890

In the last month all the broadcasters have come down substantially.  He thinks they will come out with pretty good results over the next few quarters.  There are a lot of cost synergies that they should be able to squeeze out after their Shaw acquisition.  Subscriber growth has been seen over the last year.  You are getting a nice 8.9% dividend that he feels is safe.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Unknown View
PAST TOP PICK DBO-T D-Box Technologies Market Call (BNN TV) 2017-09-25 $0.350

(Top Pick Sep 22/16, Down 54%)  They hit a bit of a speed bump as a lot of theatres are upgrading their seats to reclining ones.  They have adapted their product and so should recover over the next few quarters.  He thinks there is a deal coming with AMC theatres as they are now advertizing that they use DBO-T seats.  It is a great time to buy.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Yes View
COMMENT DEM-N Wisdom Tree Emerging Markets High Dividend Market Call Tonight (BNN TV) 2017-09-25 $43.660

The only caveat he would have on this is that whenever you take a market cap Index and tweak it dividend weight, you create inherent biases. With emerging markets, when you create that, you tend to overweight Russia and China, which are both high dividend yielding countries. If you are comfortable with those sectors, this is a great dividend one.

Tyler Mordy ETF's CAUTIOUS ON US MARKET No View
BUY DOL-T Dollarama Inc. Market Call (BNN TV) 2017-09-25 $136.270

One of the only retailers that is AMZN-Q proof.  It is a tough one for a value investor to buy.  You have to be careful if they ever did disappoint.  You have to keep your eye on it.  The valuations are way too high for his style of investing.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET No View
WEAK BUY ECN-T ECN Capital Market Call (BNN TV) 2017-09-25 $3.960

It was a spinoff of Element Financial.  He buys when it dips below $4.  They are getting into lending for home renovations.  They are quite undervalued.  It remains to be seen how fast they can grow the company from here.  There is some good long term value creation in the name.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Yes View
BUY on WEAKNESS EQB-T Equitable Group Market Call (BNN TV) 2017-09-25 $55.450

It has been thriving.  It is an extremely well managed and well capitalized company.  Their business is growing dramatically.  Buy it whenever it is below book value.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Yes View
TOP PICK EUFN-Q iShares MSCI Europe Financial Market Call Tonight (BNN TV) 2017-09-25 $22.980

It feels weird to recommend European banks, but there are limits to linear thinking, and things can change. Europe, arguably, is much earlier in the economic cycle than the US. Importantly, credit markets are fine and confidence is up.

Tyler Mordy ETF's CAUTIOUS ON US MARKET Yes View
TOP PICK EWD-N iSHARES MSCI Sweden ETF Market Call Tonight (BNN TV) 2017-09-25 $35.490

Sweden is a country with less than 10 million people, but incredibly geared towards the global economic cycle. If you believe we are in this mild, synchronized global upturn, then you want a very highly industrialized nation, geared towards a global recovery. Sweden accomplishes that. Bloomberg just put out their index and said Sweden ranked 2nd in the Innovation Index.

Tyler Mordy ETF's CAUTIOUS ON US MARKET Yes View
BUY FEZ-N SPDR Euro STOXX 50 E.T.F. Market Call Tonight (BNN TV) 2017-09-25 $40.720

He likes European stocks, and thinks Europe is finally healing. There are signs of economic acceleration, earnings acceleration and credit growth. Credit growth is indicating their consumers are getting a little more confident and things are turning in the right direction.

Tyler Mordy ETF's CAUTIOUS ON US MARKET Unknown View
TOP PICK FOOD-T Goodfood Market Corp. Market Call (BNN TV) 2017-09-25 $2.480

They have about 40% of the market.  They disclosed there are up to 31k subscribers.  They just went public in June.  They are full of cash and now increasing their distribution facility in Montreal 10 fold.  They will open a facility out west next year.  It would make sense for a large grocer to acquire this one to get into the business of direct delivery to the home.  They have great management.  (Analysts’ target: $2.63).

$5-$6 in two years Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Yes View
DON'T BUY GUD-T Knight Therapeutics Market Call (BNN TV) 2017-09-25 $8.590

You have to look at it as a very long term investment.  They are sitting on a war chest of cash and invest in many healthcare-related businesses.  Management is very smart and know what they are doing, but to move the needle they have to make a huge acquisition.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Unknown View
WATCH IMO-T Imperial Oil Berman's Call 2017-09-25 $39.550

IMO-T vs. XOM-N.  Oil is not going to take off in a big way but he has been buying oil on weakness over the last while.  However he is now thinking of reducing his weight in oil.  Now is not the time to step in.  He would tend to stick with Canadian because of currency risk.  They are getting over bought.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK INDA-US iShares MSCI India ETF Market Call Tonight (BNN TV) 2017-09-25 $0.000

(A Top Pick Sept 20/16. Up 12%) India is exactly opposite of any Western country. A very young workforce, very low consumer debt, a functioning banking system and a very orthodox monetary policy.

Tyler Mordy ETF's CAUTIOUS ON US MARKET No View
BUY KBL-T K-Bro Linen Inc Market Call (BNN TV) 2017-09-25 $38.990

It is not interest rate sensitive.  There are big moats around the business.  They are modernizing several of their plants and can increase their margins going forward.  It is in a consolidation phase as new plants come online.  You will have to wait a few quarters if you get in.

Stephen Takacsy, B. Eng, MBA CANADIAN BULLISH on CANADIAN MARKET Unknown View
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