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 Berman's Call 2016-06-27 $0.020

EU and the euro. Feels the UK vote will hasten the development of the breakup of the EU and the euro. There will be an election in France next April, which will be very, very important, as well as an election in March in the Netherlands, and a recent survey indicated that most people would want to see a referendum. Feels people really understand that the EU is not working. Doesn’t think that foreign exports for markets is not a big deal. London is one of the greatest cities in the world, and with the pound weakening and the UK markets coming off, there is going to be some phenomenal shopping to do in London.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Negative bond yields? The entire spectrum of Swiss bonds/government bonds has negative yields. With this flight to safety, it shows that people are worried about equities.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Markets. You would think that VIX would be spiking up today in a big way. There was a big spike on Friday because the BREXIT results were not expected. However, today with the markets down as they are, VIX is not spiking again. Either markets are a bit complacent or there is much more to come. He is leaning on the side of much more volatility to come. We will get trading rallies, but those trading rallies are not something you want to get excited about just yet. There is a lot more downside, right through to the US election.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Buying US$s now? It depends on how you are buying. If you are going into the bank branch and paying 2.5%, and then 2.5% the other way, don’t do it. If you have some US$ exposure in your investment account via an ETF, the answer is yes. It really depends on what your cost of trading is when you are trading foreign exchange if you want to do that.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Dow Jones, how low? Thinks we stay weak generally heading into the US election. There will be trading rallies, but probably failed ones. At a minimum, equity markets need to retest their February lows from this year, over the course of the next few months. It could go down to 15,000.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Educational Segment. Brexit. At the end of every Bear cycle, if you are still bearish you make no money, markets rally. At the end of every Bull cycle, the Bulls have to feel some pain when things go down. Every correction we have seen in the last couple of years has been 1 month or 2, and then a recovery. Thinks BREXIT is enough of a catalyst, that this time it is going to be more painful, taking out the lows that we have seen earlier this year, and in the middle of last year. He showed the STOXX 600 Banking Index (European bank index chart). It showed the 08-09 lows, and lower lows in 2012. Today we are at about 6% from those lows of 2012. Those lows need to be tested and probably to be taken out at a minimum before we see people confident about coming back in to European banks. He then showed the STOXX 600, which is like the S&P 500 of Europe, a benchmark of all the European countries including the UK. Chart shows a long upward trend line from 2008, and we are sitting on the trend line now. If it breaks where do we go. Retracement levels are where you look for where the market might come back to. The trend line is almost certainly going to break, and that adds to the broader European markets of another 10%-15% downside. On fundamentals, looking at the last 5 years of the earnings, earnings have been going down. Negative interest rates don’t work, they are toxic. He doesn’t know how they stabilize things, and there is more downside to come. Fundamentally we have to go down lower, there has to be some pain. The US and Canadian markets are going to come down in sympathy. They probably retest February lows, and let hope it holds.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Commodities. Everyone is focused on Brexit and how the UK is going to play out over the next couple of years, but the real risk and the real fear is the contagion from that. The UK vote to leave is going to possibly trigger votes in other European countries, which will bring the euro into question. That will become the bigger issue. A stronger US$ has a strong impact on energy, but on other areas of the market such as gold, the US$ is typically weak, but the dollar is rising right now because of negative interest rates in Europe, as well as the risk premium that is being demanded by investors. There are other areas, such as China, that are much more significant. As long as the contagion doesn’t spread there, he thinks it is going to be relatively contained.

Gerard Ferguson CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Interest rates. With the European situation, low or negative interest rates are going to be lasting even longer. Most economic models rely on having a risk-free rate, but those models don’t work with negative interest rates. What people have been saving for retirement is kind of irrelevant now. That is going to be the bigger impact if negative interest rates continue for a longer period of time. We need zero or positive interest rates around the world. We also need economic growth to pick up, so countries in Europe and Asia will be able to allow their interest rates to flow back up towards zero. 

Gerard Ferguson CANADIAN UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Lithium? This has taken off by the increasing popularity of electric cars. There are very few deposits globally that are actually producing lithium which is refined and put into batteries for electric cars, and there has been a rush towards junior players. There is a lot of lithium in the world and major producers can increase their own, so there is not going to be a supply issue, and a lot of projects are going to get over inflated.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Canadian Banks? Most Canadian equity funds have 6 banks in their top 10 holdings, and his firm tries to offer something a little bit different that represents Canada. However, there has rarely been a bad time in history to Buy a bank, so when you have a pullback, it usually makes a little bit of sense to buy it. They are very stable and tend to have very strong monopolies in a bunch of different industries, asset management included. They pay very healthy dividends and they all have room to grow their dividends. Thinks the Brexit impact is quite low, as they are Uber focused on the Canadian economy. However, they will get hit by contagion. Now is a good time to buy them, but the focus should be much more on the energy patch and the exposure they have there, and also where interest rates are going. He would wait more towards the end of the year or the 4th quarter with a focus on seeing what the Fed is going to do.

Gerard Ferguson CANADIAN UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Precious metals. If you are favourably disposed to the precious metals group, it always makes more sense to buy the companies. Typically, there is about a 3 to 1 leverage ratio, so if you get a 10% in the commodity, you get about a 30% in the stocks.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-27 $0.020

Markets. His initial reaction on Brexit is that they have to negotiate for 2 years, and then there is probably another year on top of that because they have to get 27 remaining EU members to ratify to whatever was agreed to. It then goes back to the UK Parliament. We are looking at 3 years and it is far too early to say what is going to happen. There is a big question mark as to whether they will go ahead. First of all, the referendum was not legally binding. It has to be ratified by parliament and there is a strong Stay movement in Parliament.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT ABX-T Barrick Gold Berman's Call 2016-06-27 $27.600

Ultimately gold is probably going to go higher, but right now when you look at this company, it is probably repricing in $1500, $1600, $1700 gold already. You are not buying this because there is good value there, you are buying it because it is a safety play right now. The stock is already becoming unglued and gold is not up very much, so he is not sure gold gives you the safety it used to. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS No View
HOLD ABX-T Barrick Gold Market Call Tonight (BNN TV) 2016-06-27 $27.600

Gold has gone up with fears about the BREXIT and global uncertainties. If there is some easing on the fears of BREXIT, then he could see gold pulling back $100 an ounce.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2016-06-27 $68.810

Gold is being driven by negative interest rates, but also there has been a massive underinvestment in exploration in the space and there is very little in the foreseeable future. Companies like this not only play a higher gold price, but this is known as one of the go-to growth producers. Also, they are one of the investors in the junior space. It typically takes fairly large investments in juniors. On the next big growth project to be found, this company is probably going to have an angle on it.

Gerard Ferguson CANADIAN UNKNOWN Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2016-06-27 $115.890

(A Top Pick June 22/15. Down 5.03%.) The impact of BREXIT is quite neutral on this.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2016-06-27 $115.890

In the long-term, people have to eat, and taking a look at projected population growth people are going to need more food, especially in emerging markets. He likes that they have diversified into the retail business and have some pretty aggressive targets on this. The target for 2020 is $10 a share of free cash flow and a dividend of 5%. For him, cash flow growth and dividend growth is crucial. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2016-06-27 $11.970

He doesn’t like this, and doesn’t like power companies generally, because of exposure to coal driven energy, which is going to hurt them.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT AWK-N American Water Works Co. Inc. Market Call Tonight (BNN TV) 2016-06-27 $81.710

Trading at 22X PE for this year, and 24.7X PE for next year. That is far too high. The target price is $71.54 a year from now. This is a regulated business, and that is tough.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2016-06-27 $18.380

(Market Call Minute.) This is going through a strategic review process. He would be cautious. He has some exposure through some preferred securities.

Gerard Ferguson CANADIAN UNKNOWN Yes View
WATCH BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2016-06-27 $6.300

(Market Call Minute.) Have improved their balance sheet. Made a massive acquisition. This is a brand-new start for this company. It will be a play on natural gas, but also on oil. A name to watch.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2016-06-27 $18.900

An independent power producer based in Québec. Have increased their capacity significantly over the last number of years and are continuing to grow. They have some very aggressive targets for capacity and cash flow. Going from reinvesting all their capital into growth projects, to returning some of it to investors through a dividend, and there is lots of room for that dividend to grow. They have a number of projects that they still want to develop. Trading at a significant discount to their peer group. Dividend yield of 2.99%.

Gerard Ferguson CANADIAN UNKNOWN Yes View
COMMENT BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2016-06-27 $29.100

If you are going to participate in the Brookfield group, you should go through Brookfield Asset Management (BAM-T), because they have minimum exposure to London as well as to Europe.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CF-T Canaccord Financial Inc Market Call (BNN TV) 2016-06-27 $4.550

One of Canada’s 2 publicly traded brokerage firms. Well diversified with retail, institutional, investment banking and advising business. It has gone through a big restructuring in the last few years. The brokerage industry globally is facing a lot of challenges. It isn’t as profitable as it once was. This one has been very fortunate in being diversified across different industries, but do have a substantial amount of their assets in the UK, and are directly impacted by what has happened with BREXIT. That will impact their profitability and their asset base. He likes this name and it is extremely cheap. Trades at a significant discount to its BV.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
WAIT CFP-T Canfor Corp Market Call (BNN TV) 2016-06-27 $12.300

(Market Call Minute.) Lumber is probably the poster child for seasonality. The time to own is going into the 4th quarter. There has been some improvement in housing which favours lumber producers, and this is one of the best suited. He would look toward September.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
HOLD CJP-T iShares Japan C$ Hedge ETF Berman's Call 2016-06-27 $10.450

Has just started buying Japan because of the strength in the yen, and thinks the next side of this is Japan weakening in the yen, in which stocks will outperform.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS Unknown View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2016-06-27 $37.660

Suncor (SU-T) or Canadian Natural Resources (CNQ-T). Doesn’t own this, but it is on his potential Buy list. Thinks very highly of management. If he had to choose just one, he would probably go with this.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-06-27 $19.120

One of his favourite energy stocks. It is one of the best companies in Canada. They have 7000 prospective wells, many of which are subject to the benefit of water flood. You are going to see continuing increases in production. Feels that eventually the dividend will start to be increased.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CYH-T iShares Global Advantage Dividend E.T.F. Berman's Call 2016-06-27 $16.600

RESP with an 18-year time horizon? He would say this is a good choice, but investing with a long-term growth horizon, dividend weighted stocks are going to be underperforming. He would much rather have something like a total world Index that is going to give you maximum upside growth.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS Unknown View
TOP PICK DGC-T Detour Gold Market Call (BNN TV) 2016-06-27 $33.020

A cash flow machine. As an acquisition target, it will fill holes for a lot of producers that might be short of cash flow over the next few years. They have built out their mine and most of the capital has been spent and is now in a reaping phase. It will participate with higher gold prices, but also would be a great addition to a company that needs a growth profile in order to finance a bunch of projects that they have coming on.

Gerard Ferguson CANADIAN UNKNOWN Yes View
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