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) 2017-03-24 $0.020

Markets.  Everyone wants to call an end to this run.  We still have an accommodative federal reserve.  Stocks are not cheap, but still so much cheaper than 10 year bonds and cheaper than real estate.  People are still so nervous of the small or big gains they have had.  People need dividend stocks.  He does not see a high interest rate environment.  Dividends are a staple in people’s portfolios.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-24 $0.020

How much to keep in Cash?  [Caller had two of four kids in University].  You want to be mathematical about this.  When these liabilities become certain you want to invest in things that cannot fall down.  It depends on your temperament.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS _N/A View
TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-03-24 $12.770

He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).

$15 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
BUY BAC-N Bank of America Market Call (BNN TV) 2017-03-24 $23.120

They have the housing cycle ahead of them.  They are trading at book. They are levered to lower regulations.  People are still terrified of the financial crisis.  It is one of the best.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
DON'T BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2017-03-24 $3.260

They have a dividend that looks safe for now because they are 70% hedged for 2017.  They are into a narrow play, they cut costs and are cheap.  Debt levels aren’t bad.  But to him in this environment it is really still too much debt.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD CIX-T CI Financial Corp Market Call (BNN TV) 2017-03-24 $26.510

They had 2.4 Billion in outflows due to industry headwinds.  They have a 65% payout ratio so you are going to get that dividend.  He forecasts 10% share growth over the next couple of years.  It is cheap, 12 times, vs. its 7 year average.  You will get a better exit later on.  He has been writing puts to pick it up.  Don’t have it as a big position or to hold for 50 years.  You should exit if it reaches $32 over the next couple of years.

$29 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
PAST TOP PICK CP-T Canadian Pacific Rail Market Call (BNN TV) 2017-03-24 $194.650

(Top Pick Mar 31/16, Up 14%) It was cheap relative to the group and still is.  He models 12% EPS growth.  You can still own this.  He prefers this to CNR-T because it has a better valuation and is more commodities focused.

$220 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-03-24 $14.440

They have done everything right.  The balance sheet is pretty good.  They are really cheap relative to peers.  They still have good production growth.  But the cash flow in 2018 is projected to be lower than in 2015.  It depends on your view of oil prices.  They continue to decrease costs every year, so a year or two out they may be fine.  It will be very attractive if oil prices go higher.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD CUF.UN-T Cominar Real Estate Inv Tr Market Call (BNN TV) 2017-03-24 $14.520

They did some things right such as really good asset sales and the balance sheet is a bit better.  But debt to fair value is still a little high.  The payout is relatively high, but with the drip all in it is closer to 80%.  A dividend cut probably won’t need to happen.  Fundamentals are continuing to gain some traction.  They are growing at 0.8%.  It is very cheap and you can expect better things.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY EIF-T Exchange Income Market Call (BNN TV) 2017-03-24 $38.730

It has a 61% payout ratio so the dividend looks good.  It is trading below its 5 year average  The balance sheet is not bad, but they missed on Q4 due to weather and equipment issues which they have now mitigated, so you could go in and buy it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD ERF-T Enerplus Corp Market Call (BNN TV) 2017-03-24 $10.010

You can get a better exit than right now. It depends on oil prices.  It is well positioned relative to the group.  It is cheaper.  Its balance sheet is really good.  If you wanted to look to an oil name this would be a really good one even if not the best.

$58 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-03-24 $9.860

There is a time when you have to pull the pin before you lose more money.  But every company has a moment where they face plant.  He thinks the real estate value alone is worth a lot more than where it is now.  He has not sold his.  He would hold it and grit.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
PAST TOP PICK IFC-T Intact Financial Market Call (BNN TV) 2017-03-24 $94.210

(Top Pick Mar 31/16, Up 6%) The big fires in Fort McMurray hurt them.  He sees growth continuing.  It is trading at a discount.  It can grow by acquisition.  It has its best days still ahead of it.  Rising yields in the US will help lifecos for sure.  P&C won’t receive that material an impact on their business.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-03-24 $23.400

$30 by year end is not impossible.  It has everything going for it in terms of EPS growth.  It is still cheap relative to the group.  Some of Trump’s agenda will get through and this will be simulative of higher interest rates.

$30 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-03-24 $57.040

(Top Pick Mar 31/16, Up 5%)  He bought because he thought the economy would improve but now you have border tax pressures.  This is now more than reflected in the share price.  He still sees EPS growth.  It has a good balance sheet.  It can go higher when we get through the border tax concerns.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
HOLD POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-03-24 $22.750

They cut the dividend in the last year and a half.  If you own a little bit, you hold it.  Fertilizer is going to be tough.  Close your eyes and just hold it.  You will be fine.  Buy it with write puts at $21.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY RUS-T Russel Metals Market Call (BNN TV) 2017-03-24 $26.290

You can be buying now or on a pull back.  There are strong tailwinds from steel prices and infrastructure spending as well as a strong balance sheet.  They acquired small companies.  It is expensive, however.  It is cheap on a price to cash flow relative to its 5 year.  It has a high dividend.  The payout ratio is 102%, but he models it going down next year.  Their energy segment is about 35% of their business and is the wild card.

$31 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY STB-T Student Transport of America Ltd. Market Call (BNN TV) 2017-03-24 $7.650

They have a cozy little business.  He sees 7% revenue growth from new contract wins.  They had decent cost cuts and so be models 20% EPS growth.  It is not cheap and it is a small cap so it is good until it is not good.  It looks good now, but don’t make it a huge part of your portfolio.  You have to keep an eye on it.

$7.75 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY STN-T Stantec Inc Market Call (BNN TV) 2017-03-24 $34.520

We are seeing increased infrastructure spending.  STN-T just bought NWH, a water platform.  They have a stable backlog.  They have made satisfactory progress on integrating NWH, which people were concerned about.  Get behind this name here and now.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
WAIT TD-T Toronto Dominion Market Call (BNN TV) 2017-03-24 $65.180

Banks are still great deals relative to the market.  There are sentiment issues which are tough to gauge.  He would not sell right now.  Dividends are great.  The issue was with their retail business.  They did not grow for 5 quarters in a row.  He would wait a little bit.  The sales issue with pressure on employees will be an overhang for some time.  Around $63 it would be a buy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
WEAK BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-03-24 $47.730

An excellent oil play.  But it will move with oil prices.  If oil will be $50 to $60 then they will do okay.  He is only interested in companies that grew oil production despite the drop in prices.  They have a balance sheet that is reasonable compared to peers.  They trade a bit of a premium.  He is underweight oil companies.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS No View
TOP PICK VSN-T Veresen Inc Market Call (BNN TV) 2017-03-24 $14.010

They are looking at boosting their pipeline capacity by 30%.  They are going to alter their capital structure.  He sees 30% EPS growth.  It will be flat growth this year, however.  It is going to pay you about a 7% dividend to wait until 2019.  Decent balance sheet.  (Analysts’ target: $16.00).

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
TOP PICK ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Market Call (BNN TV) 2017-03-24 $25.310

It expresses his conviction for the US banks and it is currency hedged.  Over the next 3 to 5 years the US $ is probably over done compared to other currencies.  There will be great growth in this sector.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Markets.  This Monday the Americans may give the green light to the XL pipeline.  Oil stocks are still discounting this news.  There is a backdrop of international oil companies exiting Canada.  Playing XL can only be done through TRP-T and so on and companies that piggy back off them.  He thinks we will see $60 oil this year.  Any week we will see refineries coming back online that are undergoing maintenance.  The market will still be rebalancing in Q3 of this year.

Eric Nuttall ENERGY BULL on OIL _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Overweight in the Energy Sector?  He has almost no cash in his fund right now.  The risk reward ratio in Energy is incredibly compelling.  Everything is getting ready to move.  It is a case of sector allocation, rather than stock selection.  He has moved a lot into the oil services sector.  Seasonality is in his favour.  It all comes down to US oil inventories.  We are days or weeks away from that number going negative.  Collective light bulbs in people’s minds will start to go off.

Eric Nuttall ENERGY BULL on OIL Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Canada/US Country Allocation.  He wants to allocate largely to the US.  He is fed up of having to worry about takeaway capacity, phasing out of oil sands, and border taxes.  He has two Canadian oil producers and five from the US.  They have a higher growth rate.

Eric Nuttall ENERGY BULL on OIL _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Fracking Sand.  It is not beach sand.  It has to be the right size and round.  These names have fallen greatly this month.  These companies are finding customers are now begging them to add capacity.  You can buy a company where the product has doubled in price and yet they have sold off to half their price.  (See his Top Picks today)

Eric Nuttall ENERGY BULL on OIL Yes View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Natural Gas is always a call on the weather.  February was the warmest February on record.  He thinks Gas will average $3, or no change.  Now is a crummy time to own Nat Gas stocks.  Until June there is not really a catalyst to get these stocks going.

Eric Nuttall ENERGY BULL on OIL Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-23 $0.020

Markets.  The budget does not make him change how he wants to allocate capital.  This is the second budget in a row they talked about this badly needed commitment to infrastructure, but nothing has happened yet.  The government should be careful in the future.  There was speculation the government would increase the inclusion rate on capital gains, which they did not.  Advisors had been suggesting people crystallize capital gains, but which was unnecessary.  Don’t make investment decisions be based on tax and legal speculation.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-23 $0.020

Where to park US cash temporarily.  You don’t get paid much for owning US cash.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
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