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) 2016-07-29 $0.020

Markets.  Crude oil came down below $41 this morning.  Everyone is watching the 200 day and seeing if it holds.  It seems to have held so far.  The inventories of Gasoline are a concern.  Inventories are high because demand for fuel oil last winter was weak.  Over the next couple of months refineries will go down as normal and normalize demand.  This is a short term impact.  Production of oil is down around the world.  Summer is typically a crummy time for oil.  He calls for $60 crude in 2017 and $65 in 2018, by which time the world will be short oil.  He is going to deploy cash he is sitting on this fall.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Markets. People are thinking the equity market is more attractive than the alternatives of fixed income and dividend paying stocks, and have been putting money in. It is interesting that the markets most hit, particularly in Europe, have actually been some of the better performers this month. Feels the Fed has turned less dovish, and are hoping to raise rates, and he anticipates one hike before year-end. He’s been looking at some of the stocks that have been beaten down. There are some high dividend payers that may not have met expectations, or are seeing some declines in earnings, and those have been punished quite a bit. He is also looking at some, where growth is coming but not visible in the next 3-6 months.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Sell before ex dividend date or after? The finance theory is basically that the market actually prices in the dividend when people are pricing out the stock. He back tested and found it made no difference at all on the earnings.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

A reasonable high this year for the TSX? That would be a question of what we see happening with gold prices, which has been a huge contributor to the overall returns to the TSX. Gold prices have not moved nearly as much as the stocks, many of them have doubled. Energy has gone up, but oil prices have come down by about 20%, yet energy stocks are generally holding in pretty well, having fallen off by about 7%. It wouldn’t surprise him to see another 3% from here.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

How much do interest rates have to increase before high dividend payers, like REITs and utilities, get hit with selling? If you got one move by the Fed, it could easily lead to a 5%-10% selloff.

Lorne Zeiler NORTH AMERICAN UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Canadian financials? Last year, even though earnings were pretty good, everyone was worried about where growth was going to come from and what was going to happen to the overextended consumer. The banks fell about 10%. This year has been the exact opposite. The banks have had a pretty good run. Banks, from a long term perspective, are a great hold, and are basically trading in line with their historical average of about 12-14 times earnings. You get a great dividend, between 3.5% and 4.9%. It wouldn’t surprise him that if there is an issue with rates going up, banks could be hurt. Lifecos haven’t done nearly as well as banks, and are now trading below BV. You get a higher dividend than what you typically get from banks, and picking them up at a lower multiple. Also, they have a larger business tied to the wealth management space, so there is less concern with interest rates.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Business development companies (BDCs)? A very broad category which goes all the way from private equity to private debt. The amount of leverage they can have can get up to a level of 200% or more, or more recently at 25%-50%. His firm has been looking a lot at private markets and private debt space. It is a great opportunity. Regulations have made it very difficult for the banks to lend to certain areas, so they are very slow in acting. He has been able to find a lot of alternative strategies paying in the 6%-7% range. Two of the better names are Apollo (AINV-N) giving a 14% distribution and BDC (?). You really have to look at the individual names, because the characteristics of that sector are weighted.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

REITs or energy for dividends of 4%-6%? If you are looking to try to generate income, REITs are probably a better play, because the energy sector is going to be more of a reflection of what is happening with the energy price, giving you a lot more volatility than what you would see in the REIT sector.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-29 $0.020

Which bank pays the best dividend for the next 3-5 years in a TFSA? The National (NA-T) pays the highest at 4.9%. He likes this in that it hasn’t moved as much as Bank of Nova Scotia (BNS-T). If ranking in terms of quality, Toronto Dominion (TD-T), Bank of Montréal (BMO-T). In terms of more compelling valuations and upside, you have Bank of Nova Scotia (BNS-T), CIBC (CM-T) and National (NA-T). His one caution with CIBC is that they made a major acquisition in the US, so will likely do an equity raise. If you can wait for that equity raise to happen, this would probably be a little cheaper.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
COMMENT ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2016-07-29 $66.230

Its main product is Humira which works on the immune system. Basically for rheumatoid arthritis, IBD, any of the diseases that act on the immune system. Accounts for close to 60% of their revenue. They just had a great quarter. Saw 17% increase in sales for Humira. Has a fantastic pipeline and very aggressive growth targets. Trades at a pretty reasonable valuation considering it is a growth company. They anticipate double digit growth in each of the next 4 years, and to get revenues up to $37 billion a year. If successful and are able to get their operating margins where they say, by 2020, based on current valuations of 14.5X earnings, you will be paying about 8X.

Lorne Zeiler NORTH AMERICAN UNKNOWN Yes View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2016-07-29 $1.230

Not a name he would own.  They did a highly admirable job of deleveraging and doing a streaming deal on their oil.  Everyone knows the catalysts that have come and gone and now no one cares.  Everyone knows it is cheap and yet nothing is happening.  He would look to others.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY No View
BUY BDI-T Black Diamond Group Market Call (BNN TV) 2016-07-29 $5.070

He owns it for the yield.  They do camps and rentals for construction.  They raised capital recently to expand their business in construction.  It is a lot less volatile than the oil business.  The oil and gas industry wants to put money back to work.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Yes View
TOP PICK BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2016-07-29 $9.440

They did an asset acquisition off ECA-T.  They de-levered their balance sheet.  They diluted a major shareholder.  They extended their inventory by many years.  He estimates it is trading at a PE of 6 and should get re-rated to 7.

50% Upside Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Yes View
WEAK BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-07-29 $6.130

It is a company he likes.  It is a buy below $6 and a sell in the high $6s to low $7s.  His preference is Enerplus Corp (ERF-T) where he gets more exposure to nat gas.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
SELL BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2016-07-29 $1.120

Sell it and buy almost anything else.  The management team has tripped and fallen so many times.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
TOP PICK CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2016-07-29 $9.040

Good sensitivity to oil without the financial leverage.  Decline rates are low. 

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Yes View
HOLD CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2016-07-29 $82.770

Trading at fair value, but doesn’t expect a lot of upside in the near term. He really likes that even though they have had declining revenues by about 11%, they are the leaders in their industry, the most cost-effective player and have been able to raise prices. In spite of the revenue decline, they are only down about 2.5% in terms of earnings. A cautionary note for the near term is that transport stocks tend to move with the market, and often tend to lead the market. If we see a 5%-10% pullback, this is good to follow. Trading at 18X forward earnings, a level that it has been trading at for the last 3-4 years. Doesn’t expect a lot of earnings growth in the near term. 16X forward earnings would be a great entry point. Dividend yield of 1.8%.

Lorne Zeiler NORTH AMERICAN UNKNOWN Yes View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-07-29 $19.090

It seems to have found pretty good support @$19.  He believes that the large caps are fairly to overvalued.  CPG-T eliminated the drip.  They have a strong balance sheet and strong hedges.  Below $19 it is a fair buy.

47% Upside Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Yes View
TOP PICK CPSI-Q Computer Program & Systems Market Call Tonight (BNN TV) 2016-07-29 $39.640

Provides end to end solutions for patient care for small, rural hospitals, acute care facilities and financial planning and accounting software. They made an acquisition and lost some clients as a result, and the stock came down significantly. They see some great synergies, and are actually ahead of schedule. There are a lot of positives going on with the company. It has a great pipeline. They figure about 150% growth in terms of sales. There is a new compliance regulation coming out, which a lot of smaller players will not be able to comply with. Trading at about 11X forward earnings. Dividend yield of 6.46%.

Lorne Zeiler NORTH AMERICAN UNKNOWN Yes View
HOLD DH-T DH Corporation Market Call Tonight (BNN TV) 2016-07-29 $32.250

Have done a major restructuring, and did a major acquisition. While a solid company, you are likely not going to see the visibility, i.e., an increase in earnings related to the acquisition, for at least 12 months. He just sold his holdings. Thinks the 4% dividend yield is safe. Below $30 would not be a bad entry point.

Lorne Zeiler NORTH AMERICAN UNKNOWN No View
TOP PICK DHX.B-T DHX Media Market Call (BNN TV) 2016-07-29 $7.100

One of the largest children’s content owners.  They get paid every single time a child watches a show.  They have a significant YouTube strategy.

$10 Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Yes View
SELL ECA-T Encana Corp Market Call (BNN TV) 2016-07-29 $10.500

It had a massive run.  It still needs $60 to tread water.  The market does not appreciate the significant challenges they still face. 

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
BUY ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2016-07-29 $32.500

When Enbridge (ENB-T) has a mature project, they push it over to this, and then it becomes an income vehicle. Pays a very high dividend. In terms of visibility, they put more projects on so it is trading at a very reasonable multiple. They can easily pay the dividend, which is close to 6% now. They expect 10% plus increases per year going into 2019. If you take the current price and go into 2019, that is going to be a yield of close to 8%. A solid underlying company, but there will be some volatility.

Lorne Zeiler NORTH AMERICAN UNKNOWN Yes View
WAIT GRC-X Grenville Strategic Royalty Market Call (BNN TV) 2016-07-29 $0.410

It is in the penalty box as they had a bad quarter after a CEO transition.  He is looking for improvement in the sustainability of the dividend and some cost rationalization.  It is a ship that is turning in the right direction.  It may take another quarter or two.  Wait for the next quarter.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
DON'T BUY HSE-T Husky Energy Market Call (BNN TV) 2016-07-29 $15.360

He usually buys oil spills and fires.  But although this one is cheap he would go for the mid-caps.  They have better balance sheets, better economics, can grow faster yet trade at a discount at present.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2016-07-29 $125.230

Trades at a higher multiple, because it is a better quality company. Very well-managed. There are 3 income streams 1) pharmaceuticals, 2) devices and 3) the consumer. This is basically international. The dividend is likely to grow, but slowly. This is a name that will hold up if we get market declines. He wouldn’t expect significant growth.

Lorne Zeiler NORTH AMERICAN UNKNOWN Unknown View
BUY KEL-T Kelt Exploration Market Call (BNN TV) 2016-07-29 $4.460

People are warming up to nat gas.  Oil rig counts are down and gas is a byproduct of oil exploration.  Last week’s storage of nat gas was the lowest in 10 years.  It is a hot summer.  They are coming out with two exploration well results when they report next week.  You have a management team that holds a lot of stock.  Their debt is a little higher than many peers, but he does not view it as a problem.

50% Upside Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
TOP PICK LYB-N LyondellBasell Industries Market Call Tonight (BNN TV) 2016-07-29 $75.260

Basically a manufacturer, designer and technology company around plastics and polymers. They also have a refining division. Valuation is really cheap. The company did quite well, particularly when there was a disparity between oil and gas. Trading at about 7X forward earnings. He anticipates earnings to be on a declining scale in 2016, but likely to stabilize in 2017. Dividend yield of 4.52%.

Lorne Zeiler NORTH AMERICAN UNKNOWN Yes View
WAIT MRE-T Martinrea Market Call (BNN TV) 2016-07-29 $8.710

He sold a month ago.  Sentiment got bad regarding the peak of auto sales and Tesla as a competitor.  He would hold on to it.  It is slow growth.  If they bring down costs then there is margin expansion. He plans to revisit it in a couple of months.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY No View
PAST TOP PICK NBZ-T Northern Blizzard Resources INC Market Call (BNN TV) 2016-07-29 $4.350

They messaged that they wanted to be acquisitive in what was the buying opportunity of a lifetime.  But nothing has happened.  He does not know if the market is going embrace this name.

Eric Nuttall ENERGY & SMALL CAP EQUITIES BULLISH on ENERGY Unknown View
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