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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 Berman's Call 2014-10-20 $0.020

Markets.  Every time there is a Monday holiday we seem to get some market volatility.  S&P got down 9.4% and he was looking for 10, so we saw that.  16-17% of the S&P has reported already and he gives it a B+ rating.  IBM missed big, but when looking at various sectors, the change in earnings have been actually pretty good and in fact a bit better than expected by about 2-3% going into the quarter.  Revenue has been better than expected except for IBM and they are pointing to currency problems.  IBM may be a specific story.  We’ve seen some pretty good moves in financial stocks in the US after earnings reports.  He thinks it is a 70% chance it is a market bottom for now.  It may be a challenge in 2015 as the FED tries to ‘remove accommodation’.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

From a 3-5 year perspective he likes oil and gas.  He was looking for pullback and we got it.  Looking out at the dividends from the energy sector, relative to where the banks are, he likes the dividend in the energy sector much better than the banks for the next 3-5 years.  There is talk, though, in the market where Saudi Arabia are going to be complacent in the energy price and this will punish Russia.  The spike below $80 in oil is probably the bottom and certainly in the low end of the range.  Below $75 makes no sense because of cost of production.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

Gold.  A number of months ago he identified a double bottom.  We tested those.  But every rally has gone to lower highs.  The now triple bottom is still vulnerable.  Gold is not responding to recent S&P lows the way it should.  Wait for panic selling and then buy in for the next decade.  The lows of last year have to be taken out and then there has to be panic selling. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

US Dollar and portfolio adjustment.  Japan needs to continue to weaken their currency.  Euro may go to parity.  US dollar staying strong may be a drag on US earnings so you may want to change your portfolio as currencies weaken.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-20 $0.020

Markets.  He is starting to pick at some stuff.  He gets the sense that the worse is over for the correction.  Same for the stories that had people nervous have started to abate.  We were three years without a pullback.  He never sells into those things.  November and December are pretty good months usually.  If you held good solid companies you only got knocked back a few percent. 

David Baskin NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

Educational Segment.  Volatility and the Bond Market.  In his sleep at night portfolio he looked for this correction.  Bond markets have done very well.  With 3 ETFs you can buy the entire world of fixed income.  He saw a 10 point spike in their charts.  Hedged fund portfolios are forced to come and buy fixed income securities.  He looked at the spread between VIX futures.  Wednesday of last week we saw the spike in the VIX spot and the bottoming of the S&P.  What he did was to get out of a lot of fixed income and rolled it into equities while they were so low and bonds were so high.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-20 $0.020

Banks or Healthcare?  Banks in Canada have been money makers in Canada as long as the eyes can see.  Banks double every 10 years.  To invest in Healthcare you have to invest outside of Canada and lose the dividend tax credit.  He likes medical device companies.  ZMH-N is a preference in healthcare.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-20 $0.020

Life Companies.  They make more money when bond yields are higher.  Right now bonds are so unrewarding.  If you are SLF-T or one of the others, then what you get on your bonds is so much less than before the financial crisis.  The question is how they can invest unearned premiums.  He thinks it is premature to buy the pure life insurance companies at this time.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-20 $0.020

Markets.  Buys businesses that generate high returns over a period of time.  His value-add is just buying good businesses.  He worries top down and invests bottom up.  He is seeing opportunities in the market since the recent correction.  He has been waiting for the valuations of certain companies to come down.  He has been adding to some positions over the recent volatility.  He expects volatility to remain as global economies continue to diverge. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH _N/A View
PARTIAL SELL A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-20 $0.020

Canadian Banks.  He does not own any in his focus fund.  If you have a big weighting in banks, it is risky.  He is concerned about the amount of leverage they have on the balance sheets.  It would exaggerate any slowdown in the next few years.  He thinks earnings will slow over the next year, so take some profits.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH No View
BUY on WEAKNESS AD-T Alaris Royalty Market Call Tonight (BNN TV) 2014-10-20 $30.080

Owns in his income funds.  Management have done well in deploying their capital.  They have a good long term track record.  Good dividend growth.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
DON'T BUY AGU-T Agrium Market Call (BNN TV) 2014-10-20 $94.600

Huge bumper crop in US in grains this year.  Prices in agriculture commodity companies have gone down since they went up in the past due to scares the Chinese would need so much more grains and that global warming would reduce supply.  He stays away from this sector.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-10-20 $28.700

He is not bullish on the energy extraction industry at all right now.  There is a whole lot of oil, gas and coal in the world.  These guys are price takers.  There is nothing they can do to better their prospects in the market.  Capping wells is a bad solution for income investors.  Look in a more stable industry like a high paying REIT for income.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2014-10-20 $16.260

Pretty good earnings and strong quarter.  Prefers JPM-N and GS-N in preference to this one as there are skeletons in this closet.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-10-20 $26.180

They are a pioneer of the business.  Their edge is that they manufacture the trucks.  They were ramping up their manufacturing due to demand until last quarter when they said they would take it down from 5 trucks to 4 trucks per week.  This took the momentum off the stock.  But management is managing supply with demand so they don’t flood the market and bring down their daily bill-out rate.  Buy it here for upside within a couple of quarters of about 30%.  They manage the supply side of the business which he likes.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2014-10-20 $51.560

He has owned it forever, one of the best managed large companies in Canada.  Smart acquisitions of assets and a top notch group.  These guys are constantly building wealth.  If he was a pension fund manager, he would put his money with them for 10 or 15 years.  This is for steady, solid appreciation over time.  He likes the parent also.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2014-10-20 $11.630

Their share of the smart phone market is now under 1%.  They have a new device out – passport.  Does not think they can compete against Samsung or Apple in the consumer market and they are now getting buried in the business market.  The patents are getting less valuable and the cash is dwindling so he does not know why you would buy it.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2014-10-20 $11.630

Don’t make it a big part of your portfolio.  He is a large shareholder and he also owns the debt.  He is confident in the turnaround and that they will leverage the assets.  They should turn a profit next year. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2014-10-20 $67.270

A laggard.  It is difficult for Canadian banks to grow so each has its strategy.  It is in Mexico, Chili and others.  ROE is very high and dividend is attractive.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY CCO-T Cameco Corporation Berman's Call 2014-10-20 $18.640

Uranium.  He added it to his portfolio over the last week.  He thinks the sector will make a bottom, but he does not know when.  He thinks it is a very attractive sector right now and CCO-T is his preferred way to play it.  You have to be willing to sit with it because it is volatile.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
DON'T BUY CCO-T Cameco Corporation Market Call (BNN TV) 2014-10-20 $18.640

Cigar lake came into production finally.  Maybe nuclear power will come back or maybe it won’t.  People don’t see it as the answer like in the past.  Now we have solar power, wind power and the disaster in Japan to change people’s view.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
WATCH CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-10-20 $221.650

It is a really good business.  Generates very high levels of return.  Does not know when hedge funds might sell this company.  There may be some short term disruptions due to this.  He does not see a lot of upside in it, but with volatility he would want to add to it (say a 25% pull back)

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
BUY CPG-T Crescent Point Energy Corp Berman's Call 2014-10-20 $38.100

He turned negative 4-6 months ago.  Now he bought it at $36-$37 and it is neutral to up a little right now.  You don’t need to rush into it as you will see a lot of up and down in this sector.  Wait for the Russia/Ukraine situation to be resolved. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-10-20 $38.100

Cash flow per share is the more important metric.  Don’t get fussed about the high PE ratio.  The cash flow has to pay the big dividend and replace assets as they deplete.  He has never been bullish on CPG-T because their payout seems overly optimistic.  The payout ratio is unsustainable if oil prices stay low for any period of time.  If they cut the dividend then the stock will fall like a rock.  He only has SU-T and CNQ-T.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
WATCH CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-10-20 $22.930

They see slow spending from businesses.  Likes what they are doing increasing dividend and buying back stock.  He doesn’t like the price when he marries it with the growth potential.  Wait for lower prices (teens).

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
PAST TOP PICK CU-T Canadian Utilities Market Call (BNN TV) 2014-10-20 $39.050

(Top Pick Oct 21/13, Up 4.25%) Nice and defensive if you need the income. 

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-10-20 $99.220

A great business.  They dominate the dollar segment.  900 stores.  They will add 80 a year and there is a potential for a lot of stores.  Their inventory system is impressive.  Very high levels of return (20-25% ROE).  The valuation is up there for a reason.  There is some good upside over a long period of time.  Add to it if it pulls back.  It is in his top 10.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
PAST TOP PICK EMP.A-T Empire Company (A) Market Call (BNN TV) 2014-10-20 $75.040

(Top Pick Oct 21/13, Up 4.15%) Mostly the distribution.  It’s pretty stable and there are growth prospects in Western Canada.  The expectation is 6% return.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2014-10-20 $75.040

Just purchased Safeway.  Control close to 20% of grocery business in Canada as well as owning Crombie REIT (CRR.UN-T).  They compounded share growth at 10% over the last 10 years. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
WATCH GE-N General Electric Market Call Tonight (BNN TV) 2014-10-20 $25.030

Earnings last week beat expectations.  Has the highest organic growth rate when it is one of the world’s biggest companies.  The new GE is totally different than the old one.  They are deemphasizing financial services.  They will split out the rest of it next year.  Likes what management is doing.  They are focusing on business that don’t need as much capital.  He doesn’t see a lot of growth relative to the stock price.  At the end of the day it is a great business.  He just can’t pay up for it at this level.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
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