stockchase picture

Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

Print Export
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) 2015-03-27 $0.020

Economy. The US is definitely on a recovery path. However, their currency is getting a little high which is probably hurting earnings of some of the big international companies. He expects small and some medium-size companies with a US focus to do well. There is also obviously going to be a rising interest cost there, so there will be some challenges in funding those businesses. Europe. This is a tale of 2 parts. The Germanic north and the UK are really doing quite well and recovering nicely. Spain is also doing quite nicely. However, the south is still mired in some challenges. Thinks the Quantitative Easing is going to work for them. In Asia, China is slowing, but it still presents opportunities. Southern Asia is where he sees some really decent opportunities. For the 1st time in a long time, he is starting to think about Latin America. It has definitely been in a decline for 4.5-5 years. Next year would be the 6th year and there is starting to be some restructuring going on.

Darren Sissons GLOBAL LARGE UNKNOWN _N/A View
BUY ABB-N ABB Ltd. Market Call (BNN TV) 2015-03-27 $21.310

He likes this and effectively treats it as a perpetual bond. It generally has more cash than debt, does tuck in acquisitions, opportunistically prunes its portfolio and grows its dividend. It reports in US dollars, but is headquartered in Switzerland. Has raised its dividend quite nicely since 2006. Below $20 it is a Buy, and then when it gets up around the $20-$25 mark, it might pare back.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT ALU-N Alcatel-Lucent Market Call (BNN TV) 2015-03-27 $3.700

Fibre buildout is going to be very positive for anyone in the telecom ecosystem. There should be some upside here, but it has been a bit of a dog.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2015-03-27 $11.920

He thinks you have missed the boat on this. It was a stellar story from 2000 up to about 2008. After that, it has been all downhill. It has the best email system, but the market is fixated on the lowest app, and as a consequence, the ecosystem that supports that, continues to get smaller. It is now a corporate product, not a retail product.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK BBT-N BB&T Corp. Market Call (BNN TV) 2015-03-27 $38.490

(A Top Pick March 6/14. Up 2.29%.) The big story for the banks is going to be when interest rates rise. The markets have been disappointed that interest rates have not risen. With the issues around oil, there is a view that interest rate hikes will be pushed out a little further. Eventually there will be higher interest rates and all the banks will rise higher on that.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT BTI-A British American Tobacco Market Call (BNN TV) 2015-03-27 $106.060

He likes sin stocks and particularly likes tobacco. They give you dividend increases of substantial order. He particularly likes this which is effectively a Commonwealth story with the emerging markets. You don’t have much exposure with the US, and as a result, the risk of litigation is much lower. Good story and the dividend is attractive and grows slowly over time. Buy this on the dips, and you will be pretty happy.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
PAST TOP PICK CARL-OMX CARLSBERG -B- Market Call (BNN TV) 2015-03-27 $0.000

(A Top Pick March 6/14. Down 17.7%.) (BNN shows symbol as CABGY-PK, but our records show CARL-OMX since 2011, so we will leave it as is. Bill) The markets treated this as an oil story, because 30% of revenues come out of Russia. This was giving him both a currency and a commodity risk, so he sold his holdings. Thinks that longer-term they are going to rebalance their portfolio and the stock will run again. Cheap, so if you have the appetite and it drops in the summer, you might want to pick some up.

Darren Sissons GLOBAL LARGE UNKNOWN No View
BUY HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2015-03-27 $43.120

The government assets of Lloyds Bank are going to be sold down in 2016, and that is going to be the start of the cycle, and is what happened in the US. Rate rises are going to have to start first in the US, and then they will translate into rate rises in the UK. 20% of their earnings come out of Hong Kong in Hong Kong is pegged to the US$. The big catalyst will be increasing interest rates over time. This is a 3-5 year story. If the stock moves downwards, you are going to get a decent dividend here, so he would be a buyer at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
BUY on WEAKNESS IBM-N IBM Market Call (BNN TV) 2015-03-27 $160.400

Starting to think this is looking a little attractive but would like to see it a little lower. Have a very, very strong balance sheet with a global suite of operations. They generally improve their dividend and do share buybacks. If you hold for a long period of time, you will make some money. It was very lofty at $192, but is now a little more reasonable. There is going to be some restructuring going on, so you are going to have to work through that. $130 is a Buy.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK KEP-SP Keppel Corp Ltd. Market Call (BNN TV) 2015-03-27 $0.000

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT KNIN-VX Kuehne + Nagel Intl. Market Call (BNN TV) 2015-03-27 $0.000

The largest freight forwarder in the world, and is based in Switzerland. This trades in the Pink Sheets, so it effectively is an unofficial ADR. It runs at about Fr.140 a share, so is pretty expensive in US currency. If you don’t mind paying up, you are going to get about a 4% dividend.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT KRFT-Q Kraft Foods Group Market Call (BNN TV) 2015-03-27 $89.100

He owns a small position himself and he doesn’t really want this to be taken out, but there are not enough details in terms of where that this will be publicly listed and how it is going to unfold. He is watching it, but there is no shame in taking some of your profit. For him, he is waiting for the next 2 weeks to see how this unfolds, in order to make a decision.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
HOLD LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2015-03-27 $4.740

The UK government is going to sell their stake in this bank and is scheduled for 2016. When this happened in the US with Citibank (C-N) that was the start of everything when it had a big run. That will allow the bank to start issuing a dividend. At about the same time, there is the possibility of an interest rate rise. There are some very interesting catalysts. If you take a 3-5 year view, he thinks you are going to make some money.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
HOLD MDLZ-Q Mondelez International Market Call (BNN TV) 2015-03-27 $35.550

The question is, will this company deliver accelerated growth as expected. The jury is still out. He thinks you are paying quite a high price for what you are getting. Wouldn’t be a buyer at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
DON'T BUY NBG-N National Bank of Greece SA Market Call (BNN TV) 2015-03-27 $1.270

The issue around Greece is that it effectively is a ton of political risks. As the political risks start to recede, then you are going to have the ability to assess the bank in its own right. There is so much political risk that he wouldn’t look at this bank.

Darren Sissons GLOBAL LARGE UNKNOWN No View
PARTIAL SELL POT-NZ Port of Tauranga Market Call (BNN TV) 2015-03-27 $0.000

This has been a phenomenal story. They are doing a regional consolidation of ports in New Zealand, so you are probably looking at a five-year story. This is a good example of what happens when you have international diversification. This company needs capital to grow and has reached the point where they are going to have to start looking outside of the New Zealand market. However, at these levels, he would probably take money off the table.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT SAP-T Saputo Inc. Market Call (BNN TV) 2015-03-27 $34.870

This has definitely grown nicely over time. Made an acquisition in Australia last year. He worries about things like the transpacific partnership actually moving forward and Canada de-regulating the dairy industry, where the profitability of this company would drop dramatically. Production in other parts of the world is substantially cheaper. If you can get it at lower levels this is very interesting.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-03-27 $39.840

This whole group has traded down. This is a cyclical. At these levels, and if you have the appetite for some political risks, it is very attractive at these levels. He likes this company moving forward.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2015-03-27 $36.630

He doesn’t believe oil prices are at a level where they are meeting the cash costs of production, so he expects oil prices to move higher over time. The favoured way to play this sort of trade in a longer term recovery would be to go to the global large caps. This one is Canada’s super major, and at these levels it is an interesting Buy. If you use a 2-3 year time span, you are locking in a very attractive dividend at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-03-27 $17.470

(A Top Pick March 6/14. Down 27.01%.) Sold his position. It is a good company and there will be a time to add it back. Selling it here was a good way to use capital elsewhere.

Darren Sissons GLOBAL LARGE UNKNOWN No View
HOLD TEF-N Telefonica S.A. Market Call (BNN TV) 2015-03-27 $14.590

They are getting quite serious about restructuring the business. In Europe, when there are regulatory changes and they embrace higher phone charges, it will mean that incumbent telephone operators will be able to dole out fibre, which will be very profitable for their businesses. Because of this, all European telecoms are running. When the dividend is re-introduced and the growth coming on, it will be a longer-term story. There are some interesting stories here, but you have to be a little bit careful in terms of the governance. He is sitting on the fence, but thinks there is a lot of upside from these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK UN-N Unilever NV Market Call (BNN TV) 2015-03-27 $42.490

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend gross periodically. Balance sheet is fine. Yield of 3.12%.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT UTX-N United Technologies Market Call (BNN TV) 2015-03-27 $116.900

This is a behemoth. They are in elevators, helicopters, etc., etc. If you have the ability to buy and hold through a cycle, you should do okay with this. It is a high class industrial cyclical. If you want to make money in industrial cyclicals, you have to buy them when they are cheap. At this point in the cycle we are starting to see some currency impact from global operations, and this will hurt this company. If you Buy and Hold on a 10 year basis, you should be okay. If you have a shorter term view, this may be the time to take some money off the table. Thinks it is a very lofty here. A better way would be to play the pure play.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK VOD-Q Vodafone Group PLC Market Call (BNN TV) 2015-03-27 $33.460

The European market has changed in terms of the outlook for growth for telecom companies. This company goes around the world buying small operations, grows and then sells them off. Good management. Yield of 3.12%.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-26 $0.020

Markets.  The market looks expensive.  Western Canada had been the driver in Canada.  The manufacturing base in Ontario is not robust enough to make up for it.  Things that are low risk in earnings are just too expensive and the cheap ones are tied to Western Canada.  In the last couple of years we had weak Q1s and then it got better throughout the year – maybe this year.  He looks at anything that pays a dividend.  Some are more bond-like.  Others pay little but have much more ability to grow the dividend over time.

Jeff Young CANADIAN DIVIDEND CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-26 $0.020

Food Stocks.  He does not have any exposure.  It is overvalued relative to its growth prospects.  It is a very competitive environment.  Maple Leaf (MFI-T) looks the most interesting, however.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

Banks.  If you have a sell target you might want to stick with it.  They are generous in their dividends.  There is potential upsides if they look at splits.  When the banks are looking at deals like the Ivory Coast like National is, it often means they are going to start getting into trouble.  When they look at having higher returns it is also an indicator of difficulties.  They don’t interest him.  Prefers American Banks.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

How to Pick AGMs to attend.  He goes to ones he is interested in so he can evaluate management.  He usually goes to ones that are not doing well and then he keeps going if he buys.  An excellent art of due diligence.  There is also free food sometimes.  He also talks to CEOs before or after AGMs.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

Markets.  Low oil prices eventually bleed through into economies and it is a huge plus.  The economy will do that much better than it would otherwise.  He has been looking at a lot of oil and gas but he has not played it well so far.  Oil and gas is about as out of favour as you can get and that makes it contrarian investing. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN _N/A View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2015-03-26 $124.240

He thought APPL would get creamed at some point but overall it has continued to go up.  Tech companies do get beaten down at some point.  You have to keep coming back with sexy products.  He thinks it is crazy that they took on more debt when they had so much money in the kitty.  Tech companies do get beaten up at some point.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
Showing 1 to 30 of 138,426 entries
First Previous 1 2 3 4 5 Next Last