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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) 2016-02-05 $0.000

Markets. We are in a lower growth environment and people are going to have to ratchet their expectations down. The Canadian market has been dramatically affected by the oil price, not only affecting the auto sector, but bank stocks as well. Thinks we are in to a new era where we have a lower growth. We are in an aging demographic where people are saving more. He loves dividend paying stocks. Rather than the volatility, he prefers more of the good old steady Eddie, and dividends are a big focus for him. Likes technology for finding safe value companies, especially in the US.

Allan Meyer CANADIAN & ETF's UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-05 $0.000

High-yield ETF Bond Funds such as XHY-T or ZHY-T? These have come under a lot of pressure recently because 20% of these funds are in oil/gas related industries, and there is a lot of concern that these companies are going to fail and not be able to make their payments on their debts. He has not seen any evidence of that. Default rates are not anywhere near high levels. This is an area that could do significantly better if oil prices stabilize.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
COMMENT ALA-T Altagas Ltd Market Call (BNN TV) 2016-02-05 $0.000

They have more and more operations trying to ship LNG out of the West Coast of the US. Nothing wrong with the company. This has been lumped in with the energy sector, so seems to have been hurt by that comparison. Have long “take or pay” contracts, so the operations are very stable. Prefers Inter Pipeline (IPL-T). Great yield of 6.25%.

Allan Meyer CANADIAN & ETF's UNKNOWN Unknown View
HOLD AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2016-02-05 $0.000

(Market Call Minute.) Doesn’t know this one very well.

Allan Meyer CANADIAN & ETF's UNKNOWN No View
BUY ARE-T Aecon Group Inc Market Call (BNN TV) 2016-02-05 $0.000

(Market Call Minute.) Safe and would buy it.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
BUY BCE-T BCE Inc. Market Call (BNN TV) 2016-02-05 $0.000

Just reported and are increasing their dividend. This stock almost fits everybody. Great business and good management. Yield of 4.7%.

Allan Meyer CANADIAN & ETF's UNKNOWN Unknown View
BUY BDT-T Bird Construction Income Fund Market Call (BNN TV) 2016-02-05 $0.000

(Market Call Minute.) This is engineering and there is going to be more money coming from the federal government into this area.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-02-05 $0.000

They had said their dividend was safe, and then followed that by cutting it. Based on where we are with current oil prices, they may have to cut the dividend again. At these levels they are barely covering their cash costs, and are not able to spend enough money on maintaining their production to capital expenditures.

Allan Meyer CANADIAN & ETF's UNKNOWN No View
COMMENT CSIQ-Q Canadian Solar Inc. Market Call (BNN TV) 2016-02-05 $0.000

Solar panel manufacturer. A Canadian company with operations in Canada, but is basically a US company. They get a lot of their product out of China. However, there are a lot of strange cross currents. Very difficult to get information on this company. Very volatile.

Allan Meyer CANADIAN & ETF's UNKNOWN No View
PAST TOP PICK DDC-T Dominion Diamond Market Call (BNN TV) 2016-02-05 $0.000

(A Top Pick May 14/15. Down 32.85%.) Sold his holdings at $20, so his clients made money.

Allan Meyer CANADIAN & ETF's UNKNOWN No View
COMMENT EMA-T Emera Inc Market Call (BNN TV) 2016-02-05 $0.000

Ranks well in his program, but so far they haven’t had much earnings growth. Prefers others. Dividend yield of 4.2%.

Allan Meyer CANADIAN & ETF's UNKNOWN No View
COMMENT H-T Hydro One Market Call (BNN TV) 2016-02-05 $0.000

He stays away from new issues. It’s an area where you have increased risks. There is no history with management or how it is going to react in the market. Doesn’t rank well in his program being in the bottom quartile, partially because it doesn’t have any history.

Allan Meyer CANADIAN & ETF's UNKNOWN No View
DON'T BUY KEL-T Kelt Exploration Market Call (BNN TV) 2016-02-05 $0.000

Thinks oil is close to a bottom and you can start picking your favourites out, but he would not be buying oil/gas companies right now. We still have an extended period of time, maybe the rest of the year, before we have a sustained movement up. This is not a bad company and has a decent track record, but these companies are not making money.

Allan Meyer CANADIAN & ETF's UNKNOWN No View
TOP PICK LNR-T Linamar Corp Market Call (BNN TV) 2016-02-05 $0.000

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-02-05 $0.000

(A Top Pick May 14/15. Down 31.18%.) Even though there has been a significant drop in the share price, he doesn’t have a Sell signal from analysts decreasing their earnings estimates. Trading at around 7X earnings and has a very low debt to equity. Still a Buy.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
TOP PICK MRU-T Metro Inc (A) Market Call (BNN TV) 2016-02-05 $0.000

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
PAST TOP PICK RBA-T Ritchie Bros Auctioneers Inc. Market Call (BNN TV) 2016-02-05 $0.000

(A Top Pick May 14/15. Down 6. 76 %.) This is still a Buy. Has a free cash flow to enterprise value of over 11%. Very low debt level and a healthy dividend.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
TOP PICK RNW-T Transalta Renewables Market Call (BNN TV) 2016-02-05 $0.000

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
BUY STB-T Student Transport of America Ltd. Market Call (BNN TV) 2016-02-05 $0.000

Ranks very well in his program. Has had very good earnings growth and reasonable coverage on their interest payments. Dividend yield of 12%.

Allan Meyer CANADIAN & ETF's UNKNOWN Unknown View
BUY T-T Telus Corp Market Call (BNN TV) 2016-02-05 $0.000

(Market Call Minute.) At $40 or lower, this is a great buy.

Allan Meyer CANADIAN & ETF's UNKNOWN Unknown View
COMMENT TCN-T Tricon Capital Group Market Call (BNN TV) 2016-02-05 $0.000

A real estate manager with over $2 billion worth of a wide range of properties in the US. Everything from single family homes to some lower cost properties. Has a decent dividend. He likes this company. Has underperformed recently and is not sure if this is just going down with the real estate sector or something to do with the oil prices. Vacancy rate is well under 10% for their properties.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
BUY TD-T Toronto Dominion Market Call (BNN TV) 2016-02-05 $0.000

Banks have come off 5%-17% from their recent highs, and this is a great buying opportunity. You are getting them well below market multiples. He prefers using the BMO S&P TSX Equal Weight Bank Index (ZEB-T).

Allan Meyer CANADIAN & ETF's UNKNOWN Unknown View
BUY VNR-T Valener Inc. Market Call (BNN TV) 2016-02-05 $0.000

(Market Call Minute.) Loves this. A nice stable business.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
COMMENT WPK-T Winpak Ltd. Market Call (BNN TV) 2016-02-05 $0.000

Likes this company. No debt. Has a market multiple, so is not cheap, but has been a great performer over the last year. Good free cash flow to enterprise value.

Allan Meyer CANADIAN & ETF's UNKNOWN Yes View
BUY ZLU-T BMO Low Volatility US Equity ETF Market Call (BNN TV) 2016-02-05 $0.000

BMO has a great suite of ETF’s. This one has done very, very well. You can buy this and set it aside, and you are going to do well.

Allan Meyer CANADIAN & ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-04 $0.020

Markets. The US dollar trade is probably the most crowded trade around.  The US economy is the only game in town.  If the US$ continues to go up, then all assets will go up.  He questions what China will do with the RMB (their currency), with it being pegged to the US$.  It is very expensive for them.  The current rally is because China announced they would not devalue the RMB.  He does not think the Chinese will have to let their currency devalue.  He thinks the US dollar with go 50% higher.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-04 $0.020

Market. January was a shock for everyone; how suddenly it fell, followed by a great deal of volatility, and Japan going into negative interest rates. Feels it is almost a global restructuring of markets, industries, etc. We came out of a fairly long period of a good bull market, but there had been some excesses built into that, a lot of it fed by low interest rates. Now a lot of companies are in stress, especially with low commodity prices. We are beginning to see a realignment of industries. Although it is painful, especially with the volatility, it presents quite a few opportunities for investors. This is the time you really should be looking to upgrade holdings in your portfolio as to where you can get positions of the better quality companies. He has been picking away at some positions buying a little bit, and if it goes down, maybe averaging down. If he puts in a bid and it doesn’t get a hit, he doesn’t chase it.

Michael Sprung CANADIAN LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-04 $0.020

Gold? A lot of people have had a connection between gold and inflation, and yet the correlation between the 2 has not been that strong. The thought that we could be heading towards a deflationary situation, has made something like a hard asset like gold look more attractive. As a value investor, gold companies are very tough investments to buy, as they always trade at extraordinary multiples. However, if you look at them over a business cycle and what you are paying for them at any particular time, you can do pretty well. He always limits gold exposure in his portfolios to 5% or less. He would look at the strong primary players. His favourite would be Goldcorp (G-T) right now, and Agnico-Eagle (AEM-T) has some interesting projects coming online.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2016-02-04 $96.600

44% upside.  They missed on their iPhone volumes.  It is not devastating.  His model price is still $138.  He does not think you can get hurt here.  The 2% dividend will probably go higher.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US ECONOMY Yes View
BUY on WEAKNESS ABT-N Abbott Labs Market Call (BNN TV) 2016-02-04 $38.010

He likes it.  Everything under healthcare has been under pressure.  Model $39 with a 3% upside.  At $31 he would be very excited.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US ECONOMY Unknown View
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