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) 2016-09-27 $0.020

Market. His portfolios are 20% cash. His maximum is 25%, so 20% is a lot for him. He is not forecasting any meltdown type of scenario, but it is a combination of a few things. Valuations are stretched. Being a conservative money manager, he sees valuations stretched even more for the higher-quality names, as there has been such a move into dividend paying stocks, and earnings are dismal. Also, the market has demonstrated no volatility in the last 3-6 months. The US election is coming up as well as a potential rate hike in the US. His strategy is 20 Canadian names and 20 US names, but he has been two thirds in the US since January 2012.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-27 $0.020

Lifecos? If looking for safety, the large insurance names are going to give you that. However, there are easier ways to make money in the market. In some of these lifecos, investors have been waiting year after year for either rates to go up or for the stock price to improve. Prefers US insurance names. (See Top Picks.)

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2016-09-27 $9.810

He is a frequent flyer, and every flight he is on seems to have been full for the last 2 years. Airline stocks have had a rocky history. Because barriers to entry in the industry are relatively low, there are a lot of discount carriers coming in at about the time Air Canada starts to make good money, and cutting fares which makes them cut their fares.

Michael Decter CANADIAN LARGE UNKNOWN No View
TOP PICK AFSI-Q Amtrust Financial Services Market Call (BNN TV) 2016-09-27 $26.140

This is in the business/casualty insurance space. They also do specialty risk warranties. They have been on a fairly aggressive acquisition spree. They have been buying smaller insurers, cutting costs and using their scale to expand. That acquisition spree is done, and they are now starting to digest. He expects the acquisitions to become accretive by 2017. Trading at around 9X PE. Dividend yield of 2.59%.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
TOP PICK AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2016-09-27 $37.150

Pulse crops such as lentils, field peas. A very determined Saskatchewan native with family in Turkey, has built this company from scratch. They have an enormous plant in Minot, North Dakota. The first piece of good news is a huge crop, which will lower prices a little, but increase volumes. This will allow him to pull some working capital out. Secondly, he is getting into the ingredient business, so he is going to grind up the crops. He has a line up of big food makers. It is a better base than corn starch to make healthier foods.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2016-09-27 $33.100

This has been on a volatile ride. Feels it is a good, long term holding. Is BC going to have federal support to build a natural gas economy? We will get a big answer to that when we hear the decision on the big LNG project, Petronas, that is expected tonight. The announcement will not have a direct impact on this company, but will certainly shape the environment in which it operates.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
DON'T BUY AW.UN-T A&W Revenue Royalties Income Fund Market Call (BNN TV) 2016-09-27 $35.880

(Market Call Minute.) Look at DineEquity (DIN-N) instead.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Unknown View
COMMENT AW.UN-T A&W Revenue Royalties Income Fund Market Call Tonight (BNN TV) 2016-09-27 $35.880

He still loves this company. A very strong company. It has had a very good run, and is in reasonably pricey territory, so he took a little money off the table. Expects it is fully valued at this point.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2016-09-27 $15.290

You are safe with this. The share price really hasn’t done much over the last 52 weeks, and year-to-date is down about 8%-10%. There is nothing wrong with the entry-level at this point. Trading at around 12X, but you are getting a lousy yield of around 2%. Also, if you are Canadian, you don’t get the dividend tax credit. In the short term there might be a bit of an upside. He would prefer some of the US regional banks.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Unknown View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2016-09-27 $10.410

Given its risk profile, this is not something that would make it into his conservative portfolio. This is kind of at a fork in the road. Will they spinoff the hardware division? He doesn’t think they will part ways with the hardware. The losses in that space have subsided over the last year. This is too much of a bet on a turnaround.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-09-27 $60.600

Has stayed out of the Canadian telcos. Thinks that some day someone will allow real price competition in Canada, and it won’t be a good day for this company and the others.

Michael Decter CANADIAN LARGE UNKNOWN No View
BUY BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2016-09-27 $44.850

He likes the Brookfield group. They are terrific managers and have great assets. They like growth. Own them all and spread your risks.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
PAST TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2016-09-27 $50.580

(A Top Pick Oct 22/15. Up 4.12%.) He loves this. It has had a great run and pays a great dividend. They nudge up the dividend every 2 years. A good reason for holding it now is that they are finishing out a fairly major CapX program over the next couple of years. When they get through that, they will probably do a big dividend increase, or a big special dividend. The movie slate is good. They are absorbing a lot more of the dollar that is being spent.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
COMMENT CHR-T Chorus Aviation Inc Market Call (BNN TV) 2016-09-27 $6.190

This is fairly high risk and high reward. You get a good yield, but it is more of a yield trap than a safe income stream that you can bet on. You are better off with names that provide a little less yield, but has stability that the dividend is safe. The stock has had a real move upwards, but the growth trajectory from this point forward is going to be challenged.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT CJR.B-T Corus Entertainment (B) Market Call Tonight (BNN TV) 2016-09-27 $11.920

Not sure if this has bottomed yet or not. If he were trying to build a position, he would pick away, a little bit at a time on bad days.

Michael Decter CANADIAN LARGE UNKNOWN No View
COMMENT CJT-T Cargojet Inc Market Call Tonight (BNN TV) 2016-09-27 $42.100

This has had a good run. On the current valuation, he is more comfortable with Chorus Aviation (CHR-T). This is an interesting company and they seem to be well-managed.

Michael Decter CANADIAN LARGE UNKNOWN No View
TOP PICK CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2016-09-27 $13.850

This is a brilliant company. They have ordered a new $40 million clam boat. More than anything, this is a play on Asia needing protein. This company holds almost all of the licenses to extract. Dividend yield of 1.44%.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
BUY on WEAKNESS CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2016-09-27 $100.600

After some troubles a number of years ago, this bank seems to have come back quite strongly. It is generally hard to go wrong on the Canadian banks. If you can get it a few dollars cheaper, and prepared to hold it, that is usually a good thing.

Michael Decter CANADIAN LARGE UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-09-27 $16.370

(Market Call Minute.) He is still quite cautious on energy. This is one of the higher-quality names, although they have had to cut their dividend and issue more shares. He would rather have Suncor (SU-T).

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2016-09-27 $31.480

You are not buying this because it is cheap. There are so many companies transitioning from old archaic businesses to the Cloud business and this is doing that as well. The difference is that Cisco’s network switching business is still making them money. Any growth that you see on the Cloud business that Cisco creates, is above and beyond the growth that is already there with their meat and potatoes business. Dividend yield of 3.32%.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
HOLD DH-T DH Corporation Market Call (BNN TV) 2016-09-27 $29.260

A good quality business and likes the space they are in. The only reason he has not stepped into this has been the valuation. Dividend yield of about 4% makes a lot of sense. Too expensive for him.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT DH-T DH Corporation Market Call Tonight (BNN TV) 2016-09-27 $29.260

He likes the company and loves what they have been able to do. They have good growth ahead of them and have made a lot of good acquisitions, but they seem to be trading in a range between the high $20 and $40. A solid company.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-09-27 $91.720

(A Top Pick Oct 22/15. Down 17.97%.) He still likes the movie business. This got hit because of their sports network ESPN. Expects they will manage through this.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
DON'T BUY EFN-T Element Financial Market Call (BNN TV) 2016-09-27 $16.030

This is being split at the end of this week into 2 separate companies. He would stay away for now, and would wait to see what this looks like when the dust settles in 3, 6 or 9 months.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Unknown View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2016-09-27 $33.250

Had owned this at one time. It is probably worth some consideration at this point.

Michael Decter CANADIAN LARGE UNKNOWN No View
TOP PICK FAF-N First American Corp. Market Call (BNN TV) 2016-09-27 $39.960

A conservative way to play the housing market. Their primary focus is title insurance. He likes the housing market in the US, with the US consumer having low debt to income than in Canada. Dividend yield of 3.42%.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
COMMENT FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2016-09-27 $759.850

Prem Watsa is a very smart man and has done a brilliant job with the company. Prem has a very large bet that there is going to be a catastrophe in the markets. Wouldn’t be interested in this unless he saw more negativity coming than what he is currently happening.

Michael Decter CANADIAN LARGE UNKNOWN No View
HOLD GE-N General Electric Market Call (BNN TV) 2016-09-27 $29.880

(Market Call Minute.) He loves this. They have done a great job of divesting assets, and the Alstom acquisition is accretive.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2016-09-27 $79.250

He likes this and is buying it for new clients. This is a waiting game. It had a huge run from 2012, but has really done nothing since 2014. Trading at a great valuation of around 7X, and gives a decent yield of about 2.25%. They are a leader in the hepatitis C and AIDS drug space.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
DON'T BUY GPS-N Gap Market Call (BNN TV) 2016-09-27 $22.290

Like many other retailers, it has suffered a bloodbath over the last year, and is down about 8%-10% this year. They haven’t been able to move the merchandise, and in this business if you are not moving the merchandise, you have to start discounting, which eats into the margins. He doesn’t see a real catalyst for growth in the future.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
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