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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) 2014-10-30 $0.020

Markets.  Historically if you look at market corrections in October, they are always good buying opportunities.  Ebola has proved itself as to not be able to be airborne.  China is set for a soft landing.  What’s not to like about this.  For these reasons people, are all just buying in without a change in fundamentals.  So just go with it.  The TSX is all about oil.  Cheaper oil is better for the consumer, but we worry about the companies.  Oil is a real catalyst here.  Baytex came out with earnings today and said they were increasing production.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-30 $0.020

Markets. Most of his clients tend to be balanced between equity and fixed income portfolios, so volatility is subdued because when the equity market went down, the bond market kind of rallied a little. They might have been down, but not as severely as other people. Also, bounced back very quickly. He had been expecting a pullback at some time, and he was comfortable buying in the pullback. There is a very strong case for equities relative to the debt market. Stocks have more room to run. In spite of interest rates and what the Fed is doing, etc., dividend yields and earning yields tell you that you need to be in the stock market. He prefers looking at Cdn markets 1st, and then to the US and Europe. Stays away from Asia and emerging markets.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH _N/A View
BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2014-10-30 $106.980

A great company that has done incredibly well over the last little while. About 55% of their revenue comes from one product, the iPhone. With the bigger phone, it is going to eat away at the iPad business. The last thing they have been doing is financial engineering by buying back more shares, paying a bigger dividend, etc. The phone is really the thing that drives this company. It is probably more in a slow growth phase.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Unknown View
COMMENT AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-30 $9.160

This is a company that he has never owned. Doesn't like airline stocks. There is way too much cyclicality for him. This has done well over the last couple of years, but there are some headwinds with it. He likes something that you can buy and hold for several years, and that is something you cannot do with an airline.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH No View
DON'T BUY AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2014-10-30 $27.670

We have nothing, but problems with gold stocks.  The price of gold, geopolitical risk, etc.  If you like gold then buy the bullion.  FNV-T is the only stock that has beat bullion.  He holds gold bullion.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
TOP PICK AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2014-10-30 $161.580

A biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Yes View
TOP PICK ARE-T Aecon Group Inc Market Call (BNN TV) 2014-10-30 $14.490

They are in three different areas.  Trading a lot less than peers.  He likes the sector. 

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Yes View
BUY AZN-N Astrazeneca P L C Market Call Tonight (BNN TV) 2014-10-30 $72.600

Pfizer failed to acquire this company and the stock has dropped a lot. This trades at 14X earnings and has a great dividend yield and a great cash flow yield. Not expensive. Have some great things in their pipeline in the next little while, which will help the company out. Healthcare is a nice defensive area to be in if you are really worried about the stock market. (See Top Picks.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2014-10-30 $17.030

Has been a big bull on this. Feels this is one of the cheapest areas in the whole US stock market. This bank has a lot of positive things. They have a great business on the investment banking side, which will continue to do well, a great wealth management business and a great retail banking business. A lot of the issues that were facing them from a regulatory and legal point of view are all off the table now. BV is $21 and it is trading well below this.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Yes View
TOP PICK BCS-N Barclays Bank PLC Market Call Tonight (BNN TV) 2014-10-30 $14.380

Stock has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Yes View
DON'T BUY BKW-N Burger King Worldwide Inc. Market Call Tonight (BNN TV) 2014-10-30 $32.040

There is a change in the way people think about food. It has had a good run. Doesn't think it is going to go much higher from here. There is a real change in the way people think about food, especially in the US. What may be saving them is that prices on a lot of their input products, other than beef, have gone down. This will help them in the next couple of quarters, but in the end, this is the issue, they’re going to have to face.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Unknown View
PAST TOP PICK CAT-N Caterpillar Market Call (BNN TV) 2014-10-30 $100.160

(Top Pick Oct 30’13, Up 22.60%) They came out with disastrous earnings about a year ago and gapped down.  After gapping down, stocks usually get filled back in again.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Yes View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-10-30 $38.240

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Yes View
HOLD CS-T Capstone Mining Corp. Market Call (BNN TV) 2014-10-30 $2.000

Does not see a problem with it.  Copper is a little bit out of favour.  It has all depended on China.  Doesn’t see why it has underperformed.  He likes the company and he would hold on to it here.  LUN-T is a very good buy, though.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
BUY CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2014-10-30 $27.330

Sold his holdings. This is a well-run company. The last little fall has been really because of the price  of oil. Have some very good assets and thinks they will continue to do well.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH No View
BUY on WEAKNESS DH-T DH Corporation Market Call Tonight (BNN TV) 2014-10-30 $35.130

A great little company. Cheques are a very small part of their business now. In his view, they are effectively a financial technology company. Made a large acquisition in the US that is going really well and is changing the company. It is becoming more and more of a US company because there are many more banks in the US than in Canada. It has run up a lot, so he would look for a slight pullback. Nice dividend yield and they keep increasing their dividends all the time. Thinks they will take a break from this for the next little while as they want to pay down some debt.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Unknown View
BUY ECA-T Encana Corp Market Call (BNN TV) 2014-10-30 $20.450

Now you are seeing that ECA is going back the other way from gas since they were spun out.  He likes it.  By 2016 they will be half oil and half gas.  He thinks that they are on the right track now.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Yes View
BUY EFN-T Element Financial Market Call (BNN TV) 2014-10-30 $12.870

Another dismal looking stock chart.  The business model is bang on.  A great balance sheet and a really good pipeline.  Likes the company a lot.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
DON'T BUY FM-T First Quantum Minerals Market Call (BNN TV) 2014-10-30 $17.380

A copper company.  The charts are unbelievable here.  He would prefer CS-T or LUN-T.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-10-30 $114.220

A highly recommended company, a  fantastic company.  He would prefer the IBB-O ETF.  It’s a sector that can be hard to understand and the FDA could reject something so he prefers a basket. 

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
DON'T BUY HSE-T Husky Energy Market Call (BNN TV) 2014-10-30 $26.630

It is a company that he just doesn’t get a warm fuzzy feeling about.  Prefers CVE-T or SU-T even if net backs are higher for HSE-T. 

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL No View
TOP PICK IHI-N iShares DJ Medical Devices E.T.F. Market Call (BNN TV) 2014-10-30 $106.590

This is the trend in the marketplace so buy the trend.  People who are aging are going to buy the hips, the knees and get the heart thing done.  All of these companies are expanding into Latin America and China. 

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Yes View
BUY JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-10-30 $59.390

Likes the whole US banking industry. Particularly thinks this one is an incredibly well-run franchise. Great retail, investment banking and great asset management. Feels it has really performed quite well.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Yes View
COMMENT KKR-N KKR & Co. LP Market Call Tonight (BNN TV) 2014-10-30 $21.430

A private equity company, along with asset management business. One of the greatest sweet spots they can ever be in because they are funding very cheaply. They buy businesses, lever them up and then either bring them public or dispose of them to somebody else. Also, pays a great dividend yield. Capital is easily accessible for them, so when they open up new funds, they get lots of money in. A very, very positive environment.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Unknown View
PAST TOP PICK MEQ-T Mainstreet Equity Corp Market Call Tonight (BNN TV) 2014-10-30 $40.530

(A Top Pick Nov 7/13. Up 26.76%.) Have some great assets in the Edmonton/Calgary area. These are rental properties, so there is lots of room to increase rents as it is a high growth area of the country. It will continue to see good growth and good increase in rents.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-10-30 $20.880

This insurance company versus banks? They have done a good job of moving the company in the right direction. Where insurance companies really make money is in a much higher yield environment. He thinks interest rates are going to stay relatively low for longer than people think, so that really hurts this industry. He would rather put his money in a bank, which has better opportunities.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH No View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-10-30 $107.790

Was $125 when the US economy was rolling full steam, then MG-T came down to $107.  But what has changed.  The US economy is still rolling.  He is a huge believer in MG-T.  They do a lot of European business and there is a school of thought that says they never got out of recession.  Car sales are still cooking along, though.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
PAST TOP PICK MSFT-Q Microsoft Market Call Tonight (BNN TV) 2014-10-30 $46.050

(A Top Pick Nov 7/13. Up 26.3%.) The numbers were absolutely fantastic in this last quarter. Thinks it will continue to do well. Feels the ultimate high on the stock will be $54-$57.

Paul Harris, CFA NORTH AMERICAN/GLOBAL BULLISH Yes View
TOP PICK PCP-N Precision Castparts Corp. Market Call (BNN TV) 2014-10-30 $221.310

Forge and cast products, very complex products.  Likes it because these products are used for jet engines and turbines and in the automotive and oil and gas sectors.  The company is going to be in demand for their products.  Looking at 17% increase in next year’s earnings.  A classic industrial play.  He is looking for aviation to get better.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Yes View
PAST TOP PICK PD-T Precision Drilling Market Call (BNN TV) 2014-10-30 $9.170

(Top Pick Oct 30’13, Down 16.53%) They beat analysts’ estimates last Monday.  Their payout ratio is extremely low.  10% is from international, which they built rather than buy.  He is still excited about the company.  He would buy it here.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Yes View
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