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

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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 2015-07-27 $0.020

Markets.  China is still a big problem in the markets.  China is always in the top three of things going on in the world.  PEK-N is an ETF to play China.  We saw a wave up.  He sees more downside coming from a technical point of view.  Obama is trying to get more corporations to be more into green and clean energy.  This is going to be a growing area.  From the ’08 peaks we have not recovered, however. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

RDV on Australian Exchange.  It is a basket of higher dividend paying Australian shares.  36% banks, 10% insurance companies.  If China continues to slow for the next couple of years, Australian banks may tend to underperform.  There is a band of support at $28 so buy it there.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

Preferred shares and rate resets.  Indiscriminant selling is occurring from retail investors who don’t understand them.  They are undervalued right now, but selling could keep going.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

Chinese government and central bank interventions.  It makes him ill that governments try to support the value of a market.  Stay away from China.  The dust has not settled there.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

Educational Segment.  Market Breadth.  There are a handfull of stocks that are leading the markets higher, but the average stock is not participating.  VT-N is the entire world of global equities.  Over the last year we have moved to a flat pattern compared to 2012-2014.  How many stocks are above the 200 day moving average?  Only 51.8%, quite a drop off.  This is classic of the late stage of a bull market.  In New York it is below 40% now.  Starting Q1 last year, small caps started to outperform dramatically.  In ’97-’99, small cap stocks started underperforming.  When markets ultimately made their highs in 2000, small caps kicked up.  He is looking for a 10-15% correction, not a bear market.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-27 $0.020

Markets.  REITs today are just getting thrown out with everything else.  There is fear that REITs will go down when interest rates go up.  Pricing for real estate is quite strong.  Retail is showing strength, but the apartment sector more so.  People gravitate towards them as a safe haven.  Target – we have not had a big bankruptcy since Eatons.  There will be a transition for the Target properties that could take two years.  He is underweight office, retail you should be market weight.  He likes industrial and hotels also.

Derek Warren REIT's OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-27 $0.020

Markets.The market has been down 7 days in a row, which is the 1st time since 2011 that that has happened, the time of the original Greece blow-up. 8.5% overnight in China got it started, so it was bad right from the get-go. You get a bit of momentum and a bit of negative sentiment, and it’s not very much fun. Thinks things will be better in the 2nd half of the year, but it may be longer than that for resource. Also, oil looks kind of sloppy. If we get stabilization in oil, that is part of it, but on the non-resource side, there is starting to be value in lots of areas. It has been a very narrow market. There is starting to be decent value, but if you take energy out in both US and Canada, the multiples on the non-energies are lower than they were January 1. If we get the little rate increase of 25 basis points out of the way, we will get some of this back. For his clients, he has a decent percentage of US and has been adding US lately, and is trying to get Canadian companies that have exposure to the US.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS _N/A View
PAST TOP PICK AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2015-07-27 $4.580

(Top Pick Jul 15/14, Up 4.66%) He has liked the industrial market for some time.  They have internalized management and have a capable management team.  It is still a good name.

Derek Warren REIT's OPTIMISTIC Yes View
DON'T BUY ACC-T Amica Mature Lifestyles Market Call (BNN TV) 2015-07-27 $8.250

Seniors sector.  When Regal was bought out, it provided a boost to this one.  It has a fair amount of debt and that has kept him out of the stock.  Prefers CSH.UN-T.

Derek Warren REIT's OPTIMISTIC No View
COMMENT ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2015-07-27 $30.590

Car dealerships, mostly in Alberta. The stock was a darling with a very high multiple that was priced for perfection. Doesn’t like the business. It is an acquisition story and in the end it is car dealerships. If you have a long-term view, you could probably hold it as he doesn’t think it goes down much more. Based on the valuation, there is no reason it couldn’t go down another $5.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS No View
WATCH ACR.UN-T Agellan Commercial REIT Market Call (BNN TV) 2015-07-27 $8.400

They are going to be turning their portfolio for yield.  You might have to wait a few months for anything to happen.

Derek Warren REIT's OPTIMISTIC No View
WATCH APR.UN-T Automotive Properties Real Estate Investment Trust Market Call (BNN TV) 2015-07-27 $10.010

Canada’s newest REIT.  He does not think there is a big reason for fear, but was unhappy with the debt level.  He is waiting it out to see how it performs.  They have top notch management.  This is very similar to ACQ-T, but you own the real estate of the dealerships.  10.6% yield. 

Derek Warren REIT's OPTIMISTIC Unknown View
PAST TOP PICK AR-T Argonaut Gold Market Call Tonight (BNN TV) 2015-07-27 $1.210

(A Top Pick July 21/14. Down 71.05%.) Missed one quarter about a year ago because of heavy rains in the rainy season in Mexico. Made it up the next quarter and has reported good results ever since with a bunch of new drilling, but nobody cares. It was a mistake to pick a gold a year ago.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS No View
COMMENT ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-07-27 $10.290

(Market Call Minute.) Engineering/construction companies are interesting and are a relatively good place to get some exposure. Prefers SNC Lavalin (SNC-T) which is cheaper and a little more international in the US.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS No View
HOLD AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2015-07-27 $12.980

If you bought it for its sustainable yield, should hold it.  It is being tagged with its Calgary exposure.  The market is ignoring their US exposure.  Wait through the cycle.

Derek Warren REIT's OPTIMISTIC No View
TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-07-27 $17.670

Under Book Value, exposure to US housing and has 10% of US retail banking. Yield of 1.13% and will probably have a dividend increase coming in the next few months. It will also be a beneficiary of the higher rates that are coming in September or December. Probably goes into the $20s a year from now.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS Yes View
BUY on WEAKNESS BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-07-27 $52.940

(Market Call Minute.) This has pulled back on the CRTC Internet thing. This is a Hold, but a buy at $50.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS No View
BUY BEI.UN-T Boardwalk REIT Market Call (BNN TV) 2015-07-27 $57.480

Large Alberta portfolio.  He does not think there is as much risk on it as the market is pricing.  At these levels it is pricing in massive vacancies.  He thinks it is still a safe name.  He is overweight.

Derek Warren REIT's OPTIMISTIC Yes View
TOP PICK BLK-N Blackrock Inc. Market Call Tonight (BNN TV) 2015-07-27 $336.240

An asset manager that has iShares. A cheap, efficient and chicken way to get some International, non-North American exposure. There are about 40% Europe, Japan and emerging market. A pretty good growth last quarter. Probably rising dividends over time. Dividend yield of 2.59%. He can see this at $400 a year from now.

$400 in 12 months Bruce Campbell (1) CANADIAN LARGE CAUTIOUS Yes View
BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-07-27 $61.070

Canadian Banks got hit hard today. This one is 50% non-Canadian. In times like this, it is just like the oil story, where we have a little bit of irrational selling at the moment. Even if it’s Americans shorting them, they are indiscriminately shorting. This is cheap. Its diversification is Caribbean, Peru, Colombia, Mexico, Philippines and Thailand, and none of these are overly exposed to oil. This is a good entry point. (See Top Picks.)

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS Yes View
WEAK BUY BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2015-07-27 $26.650

They report in US dollars so look at the chart in US dollars.  They have continued their acquisition strategy, but the deals have not been as attractive.  He continues to like it.  He is cautious, however.

Derek Warren REIT's OPTIMISTIC Yes View
DON'T BUY BTB.UN-T BTB Real Estate Investment Trust Market Call (BNN TV) 2015-07-27 $4.490

A fine way to play the Quebec recovery.  It has a little too much debt for his liking.  He has been trying to increase his Quebec exposure however.

Derek Warren REIT's OPTIMISTIC No View
BUY CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2015-07-27 $27.640

They have the best margins in the business. 

Derek Warren REIT's OPTIMISTIC Yes View
DON'T BUY CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2015-07-27 $16.890

(Market Call Minute.) Still doesn’t like this company. You don’t need to own it. Wait for uranium to go up some year or decade, and then look at it.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS No View
PAST TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2015-07-27 $47.880

(A Top Pick July 21/14. Up 26.5%.) Valuation is high because it is well-managed. There isn’t too much choice in Canada. Yield of about 3.2%. He thinks that for the rest of this year there continues to be a very good slate of movies coming. Really well managed. Getting close to where they can’t grow near as much because there are not going to be as many things left to do. A nice defensive place, so far, to hide in.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS Yes View
BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-07-27 $78.530

Likes this company and recently bought some. For the first time in years, you can buy this at a discount to the market multiple. A good, safe way to have some North American industrial. More of a north-south railway and Canadian Pacific (CP-T), so you get more exposure. Really good operating ratio.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS Yes View
DON'T BUY COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2015-07-27 $7.010

Has never liked this. You can buy this through buying Suncor (SU-T). This is a one trick pony, Syncrude. They don’t control it. They’ve had to lower the dividend a few times.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS No View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-07-27 $18.750

(Market Call Minute.) Dividend yield is now 14.7%. A Hold and maybe even a Buy at this level. They have hedges on through next year, so would only have to cut the dividend if oil stays at $45 for 18 months.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS Yes View
HOLD CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2015-07-27 $12.350

He has been watching it.  This earnings call they will be disclosing more about their development plans.  The properties could have so much more built onto them.  Definitely hold on to those shares.

Derek Warren REIT's OPTIMISTIC No View
TOP PICK CRT.UN-T CT Real Estate Invest Trust Market Call (BNN TV) 2015-07-27 $12.230

He is leaning a bit defensive here.  Great real estate team.  This is a core name with him.  There are opportunities for growth.  It is a good, stable portfolio.  You get the income, but not the volatility.  They might add more retail to their properties.

Derek Warren REIT's OPTIMISTIC Yes View
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