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) 2017-07-21 $0.020

Market. There is a lot of liquidity sloshing around the market, which really doesn’t know what to do. However, when you try to reach into the market to grab some value, it’s difficult. Because of this, what has happened increasingly lately is that as a kind of default investment, investors are going into ETF’s, somewhat blindly. The issue he has is that people buy and never mind what the quality, the underlying fundamentals are. When he sees the market doing the same thing again, he has to look back and remember what happened when this happened before. In the end, it wasn’t terribly pretty. It is very hard to fight it. There is still value to be found in certain segments. The financial sector is an obvious standout on both sides of the border as being cheap. When this market stops, you better get off.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-21 $0.020

Market.Non-resource markets did very well. The European economies are putting up better numbers. Even in the Asian emerging markets, there was a lot of trade in technology happening. The resource markets were somewhat left out of it, and financials were kind of dull in the 1st half. When you set the stage for the 2nd half, all of a sudden you have Central Banks around the world talking more hawkishly and interest rates rising. We are just coming out of what has been a very long, slow and tepid recovery. You don’t really know how economies are going to adjust to higher rates, and how fast that is going to happen, and whether or not there might be some adjustments along the way. Inflation is almost negligible, so why push interest rates up against that? This is a time to be really cautious and look at the quality of the companies you are investing in. Even though the recovery has been slow, markets have been fairly good. The wildcard in all of this are trade talks which have just started.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
BUY AD-T Alaris Royalty Market Call Tonight (BNN TV) 2017-07-21 $21.880

This had a bit of a setback over the last couple of years, but we are finally beginning to see them work out of the problems they’ve had with their partner companies. A good stock for people who are looking for steady income. One of the fears was when a number of these companies were having trouble meeting their preferred payments. They’ve made a few new investments with some new companies and have started a small-cap division. They are finally getting back on track. Dividend yield of 7.25%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-07-21 $26.000

This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They’ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. (Analysts’ price target is $35.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-07-21 $29.270

A company that is balanced between regulatory and other activities. The dividend is fairly secure at this time. Originally, they were more western based. Within the sector there are probably other quasi-utility type situations that he would look at first.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-07-21 $49.720

An extremely well-managed company over the years. They’ve been very, very astute investors over time. It is just a question of what you pay for it. He has a very small position in this.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2017-07-21 $12.570

The company never was able to deliver on the promise that John Chen brought. If they can translate those 60 million dashboards to another 60 million self driving cars, that would be wonderful. However, there isn’t anybody out there who is taking them on. This is not an investment, it is a speculation.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-07-21 $58.530

Sell Rogers (RCI.B-T) and buy Bell (BCE-T)?A really interesting question, particularly with the 1st salvo we’ve had from the trade negotiations were the US has said that they want to have greater access to our telecommunications industry. In that case, he’s not sure you want to own any of these. His preference would be with this one, but only because it is dominant within the wireless industry. Also feels it would be a little more secure in the longer-term.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
PAST TOP PICK C-N CitiGroup Market Call (BNN TV) 2017-07-21 $66.000

(A Top Pick Aug 11/16. Up 45.6%.) He likes the US financials. Also the Fed has indicated that they want to keep on boosting interest rates up.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-07-21 $60.490

A problem with buying this is that it has had an enormous run from its bottom. It was trading at a big discount to its BV, and is now trading at about 4.5X BV, an astonishing run. This is a cyclical stock, long term. It is trading at about its Fair Market Value. It isn’t cheap anymore.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-07-21 $60.490

He admires this since it became a label company. It has done tremendously well. Unfortunately, when a company does as well as they have, people tend to build in expectations of growth rates that he does not believe are sustainable for a long period of time. It looks expensive.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
DON'T BUY CLX-N Clorox Company Market Call (BNN TV) 2017-07-21 $132.240

The Fair Market Value is 41% below the current price. It is currently trading at the Price to Book of 25X. This stock is simply not investment grade anymore.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-07-21 $9.210

For the past 5 years, the balance sheet has been slowly slipping away. That is because of the huge volatility of energy pricing. The whole oil stock complex is cheap on a Price to Book basis. However, when you value them on an earnings basis, they are not. Oil pricing keep slipping lower and lower. On this company, the PE is 50, and it is currently trading at a Price to Book of 50%.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK CUF.UN-T Cominar Real Estate Inv Tr Market Call (BNN TV) 2017-07-21 $13.380

Trading at 60% of its BV and has a payout that is covered. If they were to cut their dividend down to about 8%, a sustainable rate, he thinks the stock would take off. Dividend yield of 11%. (Analysts’ price target is $14.)

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CVS-N CVS Health Corp Market Call (BNN TV) 2017-07-21 $77.030

Had a fairly large set back from the last year or so, and is kind of consolidating at about 2X BV. It has nice upside potential of 51%. The downside risk is to about $74, and that is where he would love to be a buyer. It has fairly easy upside to about $92. He wouldn’t worry about this one in the slightest.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
WEAK BUY DGC-T Detour Gold Market Call Tonight (BNN TV) 2017-07-21 $14.010

Had a bit of the stumble about a year ago, which caused a delay in one of their mines. They seem to be getting past that now and things seem to be getting back on track. It could be a potential investment, but he wouldn’t put all his eggs in one basket.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2017-07-21 $120.900

A very expensive stock. On a Price to Book basis, it is out of sight. On a Price to Earnings ratio, it is nothing to write home about. However, this is a momentum stock which keeps on working and keeps on producing nice numbers, because it is a stock for the times. It will keep on going until it doesn’t. When it doesn’t, you had better not be there, because the downside risk is really something.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT DSG-T Descartes Market Call Tonight (BNN TV) 2017-07-21 $30.790

A lot of technology companies sell beyond multiples he looks at as a value investor. This one has always been an extremely good company. They are at the forefront of their technology. Longer-term they are in a very good place. Trading at 52X forward earnings. You have to grow a whole lot to justify those kinds of multiples.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK ECA-T Encana Corp Market Call Tonight (BNN TV) 2017-07-21 $12.340

Just reported and the street was impressed. This is one of North America’s leading energy producers with a diverse portfolio of plays in 4 critical areas, that are all doing extremely well. Assets they own are among the best in North America. They’ve improved their balance sheet in the last year or 2. They have a five-year plan to increase production and cash flow. Dividend yield of 0.7%. (Analysts’ price target is $12.25.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT EQB-T Equitable Group Market Call (BNN TV) 2017-07-21 $54.100

There is nothing wrong with this company’s balance sheet. The overwhelming problem with the group was the issue of whether lenders, the people who bought the GICs, etc., wouldn’t freak out and panic when some of the US hedge funds started Shorting.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT F-N Ford Motor Market Call (BNN TV) 2017-07-21 $11.530

A conundrum. Cheap on a PE basis, Price to Book, and even on a quality to balance sheet basis. However, what is the outlook for auto sales? He hears it is fairly bleak. Car lots are rapidly filling up with inventory, including used cars. This is different than General Motors (GM-N) which is going gangbusters in China. If you own these, you might have to wait for another auto cycle.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT FFH-T Fairfax Financial Market Call (BNN TV) 2017-07-21 $563.000

This had a spectacular growth spurt, and since that time the growth has pretty much levelled out for a long time. Now it just kind of trades in a nice trading range. As time has gone on, the market has become less and less interested, as Prem Watsa has not been able to deliver the returns of the glory days. The stock price and Fair Market Value, as he measures it, are exactly the same. He is concerned that there may be a further set back.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT FIH.U-T Fairfax India Holdings Corp Market Call Tonight (BNN TV) 2017-07-21 $17.760

Prem Watsa for a long time has wanted to build a major business in India. He knows that the key success factor in building a business in India is the partners that he partners with. If anyone can do it, Prem probably can. For anyone looking at international exposure, this is probably not a bad one to take a hard look at.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK FTS-T Fortis Inc. Market Call (BNN TV) 2017-07-21 $44.800

Relatively cheap and trading at about 1.25X BV, which is about as low as the company gets. Not a bad dividend of 3.6% and nice upside potential of about 25% for a utility. It should be clear to about $51. (Analysts’ price target is $50.)

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-07-21 $44.800

Well-managed. Made a large Texas acquisition a few years back which turned out very well. Then they bought the transmission assets. They have a good growth pattern ahead. You are buying a lot of US exposure now. He thinks they are in a good place at a good time. The stock has performed very well.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK G-T Goldcorp Inc Market Call (BNN TV) 2017-07-21 $17.200

(A Top Pick Aug 11/16. Down 30.13.) It behooves any investor to have 8%-10% of their portfolio in gold stocks. This one is cheap on a Price to Book basis.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-07-21 $73.760

This had an enormous set back from its peak, and has got to a level that is quite attractive. Has loads and loads of upside potential. Feels the downside risk is now behind it and he likes it here. It could go a fair distance.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT H-T Hydro One Market Call Tonight (BNN TV) 2017-07-21 $22.650

This is a company where the government sets its rates, takes its cash flow. The flexibility that management has within Ontario is limited. You have to ask yourself, are you really buying equity or just buying a participation with a right to a dividend as it goes along. Making a US acquisition gives them an outlook for growth, and hopefully earn a better return on equities.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
PAST TOP PICK HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2017-07-21 $8.400

(A Top Pick Aug 24/16. Up 48.05%.) Fairly priced. Has a lot of good things going. A large part of their CapX program went into developing Constancia, and that is now behind them. They’ve had some good news leading to the next development of permits and feasibility studies for Rosemont. They continue to have good projects on the horizon. Well-managed. If it pulled back about 15% he would add a little more to his position.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK HCG-T Home Capital Group Market Call (BNN TV) 2017-07-21 $13.310

This is back to being a company and not a rank speculation like it was a couple of months ago. There is nothing wrong with the balance sheet. A bunch of American speculators drove this company into the ground. In a couple of quarters, we should start seeing a bounce back in earnings, as well as dividends. (Analysts’ price target is $17.63.)

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
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