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Compiling comments that experts make about stocks while on public TV.

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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) 2014-08-29 $0.020

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.

Jennifer Radman US LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-29 $0.020

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH _N/A View
PARTIAL SELL AAPL-Q Apple Market Call (BNN TV) 2014-08-29 $102.500

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 

Jennifer Radman US LARGE OPTIMISTIC No View
COMMENT ABT-N Abbott Labs Market Call (BNN TV) 2014-08-29 $42.240

Doesn’t follow this one too closely. Recent reports indicate they are doing a lot of things to restart their growth.

Jennifer Radman US LARGE OPTIMISTIC No View
BUY AET-N Aetna Inc. Market Call (BNN TV) 2014-08-29 $82.130

This is an area in the healthcare space which is showing pretty good valuations across the board. The whole group is at pretty compelling valuations. A decent stock to own.

Jennifer Radman US LARGE OPTIMISTIC Unknown View
PAST TOP PICK AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-08-29 $18.550

(A Top Pick Aug 2/13. Down 0.32%.) Sold his holdings at about $31. A year ago, it was growing like crazy but also producing free cash flow. The company then hired a ton of sales people to help their growth, so their expenses went up. Thinks it is a buying opportunity. Likes the underlying technology, and extremely high definition security system and they have new software that ties it all together.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH No View
BUY BAC-N Bank of America Market Call (BNN TV) 2014-08-29 $16.090

Trading at 85% of tangible BV. Seem to be doing a better job and things are improving. The big litigation seems to be out of the way. A good sector to be in and this one should do well over the next few years.

Jennifer Radman US LARGE OPTIMISTIC Unknown View
PAST TOP PICK BPO-N (Dead) Brookfield Properties Corp. Market Call (BNN TV) 2014-08-29 $20.550

(A Top Pick Sept 20/13. Up 30.18%.) This has now been absorbed into the parent. She had actually sold her holdings. Hasn’t really had any exposure to the REIT sector, except for this one, over the last several years.

Jennifer Radman US LARGE OPTIMISTIC No View
BUY C-N CitiGroup Market Call (BNN TV) 2014-08-29 $51.650

Trading at a pretty good discount to its tangible BV. This has grown every single quarter since the beginning of 2010. Have done a very good job of taking the problem assets down and selling them out of Citi holdings. ROE will likely trend higher.

Jennifer Radman US LARGE OPTIMISTIC Yes View
PAST TOP PICK CLS-T Celestica Inc Market Call Tonight (BNN TV) 2014-08-29 $11.960

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH No View
PAST TOP PICK CVX-N Chevron Texaco Market Call (BNN TV) 2014-08-29 $129.450

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.

Jennifer Radman US LARGE OPTIMISTIC Yes View
PAST TOP PICK CXS-T Counsel Corporation Market Call Tonight (BNN TV) 2014-08-29 $1.700

(A Top Pick Aug 2/13. Down 16.69%.) This has been a disappointment, however this is a reasonable opportunity, but he would not buy it today.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH No View
TOP PICK DEE-T Delphi Energy Corp. Market Call Tonight (BNN TV) 2014-08-29 $4.530

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Yes View
COMMENT DHX-T DHX Media Market Call Tonight (BNN TV) 2014-08-29 $7.610

Children’s media and entertainment. The advantage is they have a library that can be used for children. Also, have significant government incentives federally and provincially, allowing them to build up their library of programs at almost no cost. Continues to grow by acquisition. Their target is to grow big enough to be acquired. Earnings are forecast to grow from $.09 to $0.28 in 2014 and 19% growth in 2015.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Unknown View
COMMENT EFL-T Electrovaya Inc. Market Call Tonight (BNN TV) 2014-08-29 $0.930

Lithium batteries. Stock has pulled back significantly since mid June. Management still thinks opportunities are still pretty good for cars, but are really excited about the opportunity for backup power and smoothing the power grid, particularly in the UK. If that unfolds as expected, this would be a very interesting opportunity. The problem is that there is no one really following this company from an earnings viewpoint, so it is difficult to get a feel for it. If they are successful beyond cars, this offers a good opportunity.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Unknown View
DON'T BUY ELY-N Callaway Golf Market Call (BNN TV) 2014-08-29 $7.610

The stats on rounds of golf played in the US have really gone down. This company has new technology and people aren’t adopting it. They have really struggled and there is quite a bit of inventory. Not a very cheap stock. PE of 48X.

Jennifer Radman US LARGE OPTIMISTIC No View
COMMENT EMC-N EMC Corp Market Call (BNN TV) 2014-08-29 $29.530

The big kicker here is that there are some activists shareholders involved. VMware is the crown jewel that is growing at 20%. Management is arguing that it is a strategic fit, but the other side is saying they are better off being split up.

Jennifer Radman US LARGE OPTIMISTIC No View
COMMENT ESI-T Ensign Resource Service Group Market Call Tonight (BNN TV) 2014-08-29 $16.310

Oil/gas service. He favours some of the other names. It ranks 277, so it is in the top 3rd of his database. 17X PE. Earnings are virtually flat for 2014 versus 2013, but are expected to snap back to 38% earnings growth in 2015. Assuming they can deliver the numbers in the coming year, he thinks there will be an improvement in his Quant ranks.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Unknown View
COMMENT ET-T Evertz Technologies Ltd. Market Call Tonight (BNN TV) 2014-08-29 $17.490

Decent dividends which has been raised over time. Ranks 36, top 5% of his database. 2014 earnings are expected to grow by 9% and to accelerate by 14% next year.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Yes View
PAST TOP PICK FDX-N FedEx Market Call (BNN TV) 2014-08-29 $147.880

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.

Jennifer Radman US LARGE OPTIMISTIC No View
COMMENT FLY-X Flyht Aerospace Solutions Market Call Tonight (BNN TV) 2014-08-29 $0.420

Blackbox for airplanes, which operates on a satellite communication system. They continue getting contracts. The market is expecting progress with regards to the Chinese market whose government have announced that by the end of 2016 all planes must have a similar system in them. Extremely interesting because of the recurring revenue model.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH No View
HOLD GIL-T Gildan Activewear Inc. Market Call Tonight (BNN TV) 2014-08-29 $62.340

Ranks in the top 5% of his database. Earnings are expected to grow 19% in 2014 and 13% in 2015. Reasonable PE of 23%, well above normal. They continue to grow by 1) acquisition and 2) by internal expansion. Thinks it has a great outlook by moving into areas beyond T-shirts.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Unknown View
COMMENT IB-X IBC Advanced Alloys Market Call Tonight (BNN TV) 2014-08-29 $0.190

Recently sold his holdings, but continues to hold warrants. Their system uses beryllium allowing them to cast aluminium rather than boring it. Looking for a contract with Lockheed (LMT-N) for fighter jets.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Yes View
DON'T BUY JCP-N J.C. Penney Market Call (BNN TV) 2014-08-29 $10.800

She likes to buy companies that are in a bit of trouble or are facing challenges. However, some challenges are a bit bigger than what she would like, and this is what is going on here. Retail in general has been a very tough, competitive environment. You really haven’t seen the consumer come back very much. This company is still in the stage of working through a transition, and a pretty big one at that.

Jennifer Radman US LARGE OPTIMISTIC No View
HOLD KKR-N KKR & Co. LP Market Call (BNN TV) 2014-08-29 $23.490

This is a long-term Hold. There are 3 revenue generating lines, which seem to be trading at a pretty good discount to where they should be. The whole financial sector has not been doing very well. Feels they are in a very good position. There will be a lot of cash coming back to shareholders in the next little while. There is a 3% yield on their recurring revenue base.

Jennifer Radman US LARGE OPTIMISTIC Yes View
COMMENT LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2014-08-29 $5.270

Doesn’t follow this one intimately, but it ranks 199, top one third of his database. Recent earnings were down 70% year-over-year. The coming quarter is supposed to snap back 36%. Looks like a reasonable opportunity with a two-year timeframe.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-08-29 $123.280

Thinks there is great opportunity for this company. Ranks well in his Quant model. Earnings growth is forecast at 19% this year. 1.3% dividend yield.

Robert McWhirter CANADIAN & TECHNOLOGY BULLISH Yes View
BUY NSC-N Norfolk Southern Market Call (BNN TV) 2014-08-29 $107.000

Looking at the industrial sector overall, rails are the place to be. Have been doing well with a lot of energy projects. From a valuation perspective, you are still good to own the shares.

Jennifer Radman US LARGE OPTIMISTIC Unknown View
TOP PICK OCX-T Onex Corp Market Call (BNN TV) 2014-08-29 $63.310

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.

Jennifer Radman US LARGE OPTIMISTIC Yes View
TOP PICK PKI-T Parkland Fuel Corp Market Call (BNN TV) 2014-08-29 $20.670

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.

Jennifer Radman US LARGE OPTIMISTIC Yes View
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