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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) 2015-05-22 $0.020

Markets. The US 10 year bonds have gone from minus 2 to over 2. The market, instead of backing off, has gone on to make new highs. He thinks the market is saying that there is a trend to higher interest rates, not booming interest rates, but higher rates. That is good for the economy. We might see a shift from consumer sensitive stocks towards more economically sensitive areas. A chart on transportation averages shows it is rolling over with lower highs and lower lows. However, global infrastructure is now breaking out. The spread between these 2 is narrowing. He would back away from anything to do with consumers. Also, investors should look out more globally, and away from the US.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-22 $0.020

Canadian economy. We are still going through the process of absorbing gasoline cuts, etc. Doesn’t see inflation as being a problem. There is slow growth on both sides of the border and not a lot of inflationary pressure. Thinks Central Banks are more worried about deflation than inflation. Economic growth in Canada is slow because of Alberta. We are lucky if we can get to the 2% level. The US might get to 2.5%-3%, which would help us along as well. People should be cautious on stocks. It is a very segmented market these days. The Canadian market has the financials, commodities (which are split between oil and gas) and minerals. Doesn’t think the oil/gas stocks as well as the minerals are going to do that well, and you sort of end up with financials, but they are sort of economy stocks that are depending on those other 2 areas. It’s going to be a tough slog for Canada, until we get some stability, particularly in the energy markets. His focus has been on dividend paying stocks with those that would go through any kind of a market. Telephones and pipelines still look reasonable, and the financials are still doing fine. You have to pick your spots carefully. Internationally he is edging up to the 20% mark and still likes the US market.

David Cockfield CANADIAN CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-22 $0.020

REITs. He is not super enthused about this sector. Feels most of them have got reasonably well priced these days. Not particularly inclined to recommend one. If we do have interest rate increases, it will probably affect them. He is watching this, and may change his mind. (See Top Picks.)

David Cockfield CANADIAN CAUTIOUS Unknown View
COMMENT ABX-T Barrick Gold Market Call (BNN TV) 2015-05-22 $15.110

Chart shows this has been building a base since 2013. The gold sector, for the 1st time in a while, is starting to look interesting. If you are going to buy into the sector, you are probably better off to just buy the basket through an ETF.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK ADN-T Acadian Timber Corp Market Call (BNN TV) 2015-05-22 $19.050

(A Top Pick Nov 11/14. Up 25.54%.) Still likes this and the sector it is in. The trend is higher, so it is a good stock for an investor.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN No View
COMMENT AEO-N American Eagle Outfitters Market Call (BNN TV) 2015-05-22 $16.470

Long-term chart shows a downtrend running from 2012 until early this year. As a group, he does not favour them. Not a fan of any of the retail stocks. This one has been an underperformer when the other retail stocks have been rising. He would tend to avoid the group. If you are in it, be very light.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-05-22 $46.940

In a business where they have shown themselves to be very successful. Have been successful in acquiring more stores, more gas stations. Really good at what they do. With the slow but steady expansion here, and in the US, he thinks there are more opportunities for them. They are going to do all right. Thinks there has been some profit taking here. You could start to buy it here.

David Cockfield CANADIAN CAUTIOUS No View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2015-05-22 $2.160

Oil sands are the most at risk on future pricing. He has never been a fan of this. You have to be careful getting into a long-term project that takes a long time to bring to market, and if the pricing of the product, at some point, may come under pressure. We are in that spot right now

David Cockfield CANADIAN CAUTIOUS No View
COMMENT AVO-T Avigilon Corp Market Call (BNN TV) 2015-05-22 $17.620

Chart shows a long upward trend line, which was violated last year. It also shows an A, B, C correction. There was a key pivot point at around the $25 level. He has never been a big fan of their business model. Currently below the 200 day moving average, this is not a good sign, and doesn’t see much upside.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-05-22 $29.730

A good company and have done extremely well over the years, however their technology is not patentable. They use water pressure to drill, and it is absolutely fabulous if you are putting in fibre optics, or some tricky areas with gas pipes, etc. The trouble is, everybody else can build the same kind of machines and have been doing that. Have more competition now than they had before. This is going to put a bit of a lid on how fast the company can grow.

David Cockfield CANADIAN CAUTIOUS No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-05-22 $2.470

A speculative stock. Have a great business in trains, subways and railcars, and have done well and are known throughout the world. The big problem is their airplane. They seem to be working through the C series. If they can get that plane certified and start selling it, this is a great time to be selling that particular type of plane. If it works, it will be fantastic. If it doesn’t, there is some talk they may have to sell off the active part of the business. He would be too risk adverse to recommend this.

David Cockfield CANADIAN CAUTIOUS Unknown View
DON'T BUY BEI.UN-T Boardwalk REIT Market Call Tonight (BNN TV) 2015-05-22 $59.320

You have to recognize that this is focused in Alberta. It has been very, very successful. He would be somewhat cautious about anything in the property real estate area. You are already seeing house prices beginning to decline. There may be some rental problems because of migration out of the province.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-05-22 $64.610

Compared to the financial sector, it has been a relative performer in the 1st part of 2014, but slightly underperformed this year. Thinks the banks are going to do okay. He would suggest that you buy a basket through an ETF.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-05-22 $64.610

This could be categorized as probably the most conservative Canadian large bank. Have always been extremely cautious. The one problem they might have is that they are not into the financials in terms of new issues, etc. as some of the other banks. This means that with their conservatism, you are not going to get surprised on the upside or downside. The kicker is that their 25% of offshore has a much growthier aspect to it than you are going to get either in the US or Canada.

David Cockfield CANADIAN CAUTIOUS Yes View
TOP PICK BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2015-05-22 $28.480

This is sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.

David Cockfield CANADIAN CAUTIOUS Yes View
TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-05-22 $15.240

(A Top Pick Nov 11/14. Up 6.47%.) The stock is fighting to get above its old highs. If it can clear $15.50-$15.70, we have blue sky and it is on its way. This is aerospace, so you key off Honeywell (HON-N) which made a 52 week high last week.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Yes View
TOP PICK CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-05-22 $4.880

Likes the technology space and thinks this is an overlooked stock. Chart shows the area of resistance at around $4.30 which broke up through this in April. This is a good story.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT CHE.UN-T Chemtrade Logisitics Inc. Market Call Tonight (BNN TV) 2015-05-22 $20.910

Has several accounts that own this, but at “client direction”. Basically in sulphuric acid. They use acid in steelmaking and those kind of things, so it is very much an economy stock. It has done very well. In an area that he always considers a little higher risk than what he would want to put a lot of money in. He would rather have a bank or a telephone company. Has a nice yield of 5.7%.

David Cockfield CANADIAN CAUTIOUS Yes View
PARTIAL SELL CNR-T Canadian National R.R. Market Call (BNN TV) 2015-05-22 $74.410

Not a big fan of the rails, and thinks they have some headwinds. There is going to be a lot of regulations going on with the movement of crude. There are maybe 1 or 2 rails that are not selling off, because they are consumer related. This has broken down below the 200 day moving average. If you own, he would take advantage of the recovery that is there now and reduce into it.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-05-22 $74.410

Canadian rails? He is neutral on these. A little concerned on this one as it came off because it became expensive. These are economy stocks and are somewhat cyclical. Oil shipments have slowed down, so you may see their earnings going kind of sideways. On that basis, an 18 multiple is probably a little too high, and perhaps should be down around 15. We may have to wait a few more years before another cycle starts. If this company can get some of the ratios in line with Canadian Pacific (CP-T), it would probably have more room to manoeuvre.

David Cockfield CANADIAN CAUTIOUS Yes View
COMMENT CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2015-05-22 $217.770

Canadian rails? He is neutral on these. These are economy stocks and are somewhat cyclical. He is a little concerned that oil shipments have slowed down, so you may see earnings going kind of sideways. On that basis, an 18 multiple is probably too high, and perhaps should be down around15. We may have to wait a few more years before another cycle starts.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT CWB-T Canadian Western Bank Market Call Tonight (BNN TV) 2015-05-22 $28.820

Very much a local Alberta bank, and is so focused in that area that when you see a slowdown going, you have to look at who they lend the money to. There is a higher risk than with other banks, and the market is reflecting that.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-05-22 $83.700

Chart shows a long run up with a sort of spiked top. Thinks these types of companies are overcrowded trades. They are driven by promises with great stories. He would just avoid it unless you are a trader.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2015-05-22 $110.260

There is no sign of a top in this. One of a handful of consumer stocks that still wants to go higher. If you are a long-term investor, you stay with it.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT DML-T Denison Mines Corp Market Call (BNN TV) 2015-05-22 $1.040

Basically you have to watch the price of uranium, and it has to go through $40. The bellwether in the sector is Cameco (CCO-T), so you have to watch that. This stock is not going to do anything unless Cameco breaks out to new highs.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
HOLD DOL-T Dollarama Inc. Market Call (BNN TV) 2015-05-22 $69.440

This is a component of the consumer discretionary group. Consumer discretionary has done well. He is worried about the sector, but this one is still an outperform.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT EFX-T Enerflex Ltd Market Call (BNN TV) 2015-05-22 $14.350

He is not a big fan of the energy sector. Chart shows the stock had a big down and a trading bounce, but it is down again. This is for traders, not investors.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2015-05-22 $22.520

Doesn’t see himself getting interested in gold stocks, until he sees some significant return to an inflationary environment. Right now we are still working our way through a big drop in energy prices, so he sees inflation as being very subdued, perhaps for the next 6-9 months.

David Cockfield CANADIAN CAUTIOUS No View
BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2015-05-22 $11.410

Copper had a bit of a run and has now pulled back. This stock is definitely outperforming its peers. There are only about 4 of these major stocks that are available, and he would imagine that within a year or 2, at least one is going to disappear.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2015-05-22 $11.410

1st quarter earnings were a minus. This is a metals commodity company. The commodity cycle is so negative at this particular point in time. There is lots of copper and there is lots of gold. You are not going to see this do well until this part of the commodity cycle turns. There is no evidence that this is going to be sometime soon.

David Cockfield CANADIAN CAUTIOUS No View
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