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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
  
PAST TOP PICK 5013-JP Yushiro Chemical Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 10.36%.) At the current share price, it is basically selling for its net cash and half of its net cash plus Accounts Receivable so you are getting this electronics company basically for free. This company has huge upside and has just barely started to move.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
DON'T BUY 6752-TO Panasonic Corp Market Call (BNN TV) 2014-04-23 $0.000

They are suffering from the same things that Sony is, that is they are totally out of touch with consumer tastes. This remains a huge issue for some of these companies. Earnings are going to improve simply because of the depreciation of the yen, but the reality is that there are serious problems with their model and their products and they require a massive overhaul.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT 6804-JP Hosiden Corp Market Call (BNN TV) 2014-04-23 $0.000

A net cash story. How can you not like a company where you are getting, for a fraction, an underlying company? This one offers huge upside. Earnings are poised to take off again.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.000

Markets. Stock markets have had a great run in the last couple of years. This is not just due to corporate earnings but is also due to price/earnings inflation. Valuations are simply more expensive. With the prospect of interest rates rising at some point and if the Fed tapering continues, that will put pressure on some equity prices. Also corporate earnings have been somewhat disappointing for some of the large mega international multinational companies. His equity fund is about 30% cash because he is having trouble finding good things to buy. He still finds value in Japan but a lot of the companies have moved up quite substantially. Also seeing value in European financials.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.000

Interest Rates. The 10 year bond yield rose after Ben Bernanke’s famous comment last June. Since then, the reserve board has done everything it can to ensure and talk investors into believing rates will remain low. 10 year bond yields have actually declined in the US to about 2.5% so investors have become quite comfortable for the next 2-3 years. They believe interest rates will stay low so ETFs like SPDR Barclays High-Yield (JNK-N) and iShares Hi Yield Corp Bond (HYG-N) ETFs have come back up again as people begin to feel they are not going to suffer any capital losses. This is the same with preferred shares.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.000

Convertible bonds. What is your best suggestion in the five-year maturity range with reasonable yield and liquidity? After the massive run-up in equity markets, he can’t find any value in convertible bonds. Anything decent is trading at a huge premium because share prices have risen up, therefore yields are extremely low. He does not find this area attractive at all at the present time.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-23 $0.000

Markets.  It is rare that we see buying in favour of selling 2:1.  It means there is a good move ahead for the markets.  We did a sprint, the market is consolidating and then it should move higher over the next few months.  He has a diversified portfolio.  Looks for earnings growth on an accelerating basis.  Mid caps are most attractive to him because of his analysis method.  Early stage equities are giving up some strength to the later stage equities. 

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET _N/A View
PAST TOP PICK AA-N Alcoa Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 60.91%.) Feels that this is just on the cusp. After aluminum companies have shut in a lot of high cost aluminum, supply is declining somewhat and demand is poised to take off in the next couple of years because of US auto demand is rising. To him, their peak earnings will be $2.50-$3 a share. In the past, when earnings have been at this level, this has been a $30 stock.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-23 $0.000

Always had thought it was a lousy business, low margin convenience stores but this one has done an absolutely outstanding job. The only successful Canadian retailer that has been successful in the US. Earnings keep driving higher. He could never buy it at the valuation it is trading at but, kudos to management.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2014-04-23 $0.000

All of the earnings for the US banks are showing 2 things. On one side, all the big money center banks like this one, are showing some increased earnings, but the reason, in part, is that they are taking out reserves for bad loans. The economy has improved and now they are unwinding those reserves. It is not really core earnings improvement. They are also suffering from the new rules that will apply to their use of capital. He is somewhat neutral on these banks and prefers the European ones, which look a lot cheaper.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
COMMENT BP-N BP PLC Market Call (BNN TV) 2014-04-23 $0.000

This is probably the cheapest of the major oil/gas companies still suffering under the shadow of the Macondo spill. About a quarter of their production is in Russia, which is always a risk. The healthy dividend is rock solid. Focused solely now on driving shareholder value so there will probably be share buybacks and dividend increases. Trading at a very cheap valuation.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2014-04-23 $0.000

Largest bank in Europe but their major exposure is Spain as well as Latin America including Brazil and Argentina. High dividend yield which is supporting the share price. Not a cheap stock. Not that well situated compared to other banks that he is looking at. A rock solid bank and the dividend looks solid as well. 8.4% dividend yield.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2014-04-23 $0.000

This is a value manager’s dream because Wall Street hates this company. All analysts have downgraded it. When he looks at it, he sees a company with about 30% of the market cap in net cash. Earnings will have flattened this year at around $1.95-$2 level. This company remains #1 in the world in all of their businesses. Have tremendous scale. Great management team. Earnings are poised to rebound in 2015, partly due to just general tech spending increases especially in their area. Yield of 3.25%.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
DON'T BUY CTB-N Cooper Tire & Rubber Market Call (BNN TV) 2014-04-23 $0.000

In the replacement tire business so are not selling tires to car manufacturers but to garages, etc. They were involved for a while in a takeover bid that didn’t pan out. Not a great business really. Earnings should be fairly stable for the next couple of years but there is not enough upside for him.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2014-04-23 $0.000

A great Canadian retailer that has been wildly successful. Management has done a fantastic job in exploiting this niche and building its business. This is reflected in the share price and he can’t buy anything like this that is trading over 20X earnings.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT ELY-N Callaway Golf Market Call (BNN TV) 2014-04-23 $0.000

Have been suffering with a turnaround for years now. Big Bertha was a revolutionary club when it came out. Nike (NKE-N) has made a huge push into golf and they are a brutal competitor. This is a consumer product type situation and rather narrowly focused. Golf is suffering a little bit with the economic malaise in the US. This will come down to whether management can pull off the turnaround. If they can, this will probably do reasonably well.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT IBM-N IBM Market Call (BNN TV) 2014-04-23 $0.000

Has really had no revenue growth for the last number of years but have been generating earnings per share growth because they have very smart management but also because they have been using their cash to buy back shares. Basically it is a zero growth company but extremely well run. Has market leadership in the number of various including IP outsourcing. Neither cheap nor expensive and he doesn’t see huge upside. They will be suffering with a strong US$.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
PAST TOP PICK JOY-N Joy Global Inc. Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 9.98%.) This is a very cyclical company. They are probably the best in the world at what they do. They make equipment for global coal. He sees 40%-50% upside over the next 3 years.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2014-04-23 $0.000

The worst is over for this company. Earnings rebounded this year and he is looking at double digit earnings growth for 2015. To him, that means we are going to start seeing the dividend increasing again. They are suddenly doing everything right. Have a great global presence. Their whole hedging strategy, which caused them problems, has been well thought out and cleaned up. Dividend yield of 2.5%.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
SELL MFI-T Maple Leaf Foods Market Call (BNN TV) 2014-04-23 $0.000

Has just undergone a major restructuring, pushed by a hedge fund. Sold their best asset, Canada Bread, the only real profitable part of this company. The meat business that is left is certainly a large business but has struggled to make money for a number of years. Commodity-based businesses are very tough businesses.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2014-04-23 $0.000

There are rumours of a takeover by BHP which he was surprised to read, after the last time around. He does not like to buy a stock based on the possibility that there might be a takeover bid. If there was a takeover bid, it would go for much higher share price than what it is currently trading at.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
COMMENT SAN-N Banco Santander SA Market Call (BNN TV) 2014-04-23 $0.000

Largest bank in Europe but their major exposure is Spain as well as Latin America including Brazil and Argentina. High dividend yield which is supporting the share price. Not a cheap stock. Not that well situated compared to other banks that he is looking at. A rock solid bank and the dividend looks solid as well. 8.4% dividend yield.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT SHG-N Shinhan Financial Group Market Call (BNN TV) 2014-04-23 $0.000

A domestic bank in Korea. Korea, unlike most emerging-market countries, is a net exporter so they don’t rely on foreign capital. Korea is very well-positioned and is more of a developed market more than any emerging-market. Earnings are poised to increase for all of the Korean banks.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
COMMENT SLF-T Sunlife Financial Market Call (BNN TV) 2014-04-23 $0.000

There is still upside in this stock. Earnings are poised to take a jump in 2015 for a variety of reasons. He is looking at this to increase its dividend again. In 2015 he is looking for 11X earnings which is still relatively cheap for a great company.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
HOLD UL-N Unilever PLC Market Call (BNN TV) 2014-04-23 $0.000

One of the global great consumer product companies. Not a cheap stock. Solid dividend and a rising dividend yield. This company has huge exposure to many interesting areas including emerging markets and many good niche areas.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-22 $0.020

US Economy. Has been some recent concerns that there has been some slower data in the last few months, with some of it being weather related. The very harsh winter had a negative impact on certain sectors such as transportation and retailers. His view is that the US economy is gradually getting better with unemployment coming down, corporate earnings still growing and the federal reserve still relatively supportive with a very low interest-rate policy, which he thinks will be in place for some time. Earnings really have to kick in here to propel share prices higher. Corporate balance sheets, being very healthy, companies have more cash than they know what to do with. In today’s low interest-rate environment, for companies to be sitting on billions of dollars of cash earning a treasury bill rate, is not really doing shareholders a lot of good so he thinks there is a lot of pressure to put that cash to work. With CEOs more optimistic and feeling better about the economy, we will be seeing more and more deals for mergers and acquisitions.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-22 $0.020

US Housing. It seems like this has flat lined and taken a paused for a while. He sees another leg up soon. Timing is always elusive and difficult to figure out. Very simplistically many, many studies have shown that over a long period of time, the US needs about 1.3-1.5 million new homes built every year, just to keep up with population growth and immigration. Over the last several years, housing starts have been running at anywhere between 600,000 and 900,000 so not enough homes are being built to satisfy that natural demand. Thinks that over time there will have to be a reversion back to the mean and housing starts to go back to the 1.3-1.5 million range. (See Top Picks and Past Picks.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-22 $0.020

Markets. We are getting to that time where it is “sell in May and go away”, but there are also the midterm elections throwing a range in the works. The average Sell date for May is the 5th, so we are approaching that time. The average decline in the summertime is a minor one at -0.02%, so it is not a given that the markets will decline in the summer. Actually 61% of the time they are positive during the summer. So the “sell in May and go away” is more or less a myth. It is a broad strategy in that you Sell the broad markets, and move to bonds and more defensive positions. However, there is a condition this year in that this is a midterm election year. These can cause a lot of volatility in the market between April 22 and Sept 30. Average decline for the S&P 500 is almost 5% and we have seen 10 of the past 16 midterm election years have had a correction of 10% or more. There is a very high probability this year that we are going to see the typical volatility in the summer. He is not expecting an end to the uptrend, but just a pull back. It has been 30 months since we have had a correction and we are certainly due for one. He is still fully invested, but has his finger on the trigger. During the summer, he becomes defensive and does not take on excess risk. He moves into things like consumers’ staples, healthcare, utilities, things that have a yield and even bonds tend to do well in the summertime.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
HOLD AA-N Alcoa Market Call (BNN TV) 2014-04-22 $13.510

A very good, large cap aluminum producer levered to the US economy and into the global economy. There is a trend towards light weighting in cars as opposed to having a lot of steel in your cars. Feels it has good long-term prospects.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD AD-T Alaris Royalty Market Call (BNN TV) 2014-04-22 $27.080

A company that has been able to acquire cash flow generating businesses. They use their currency to make a lot of acquisitions and pay a nice dividend out over time. That outlook is still intact. Has had a pause, but long-term the outlook is positive.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
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