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
  
PAST TOP PICK 0168-HK Tsingtao Brewery Co. Market Call (BNN TV) 2015-04-17 $0.000

(A Top Pick May 2/14. Down 8.17%.) A brewery in China, and one of the largest globally. Owns this as a play on growing domestic consumption in China and ongoing urbanization. Still likes this and its outlook.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-17 $0.020

Economy.  He is waiting for rising interest rates in the US and everywhere. What is fuelling the stock market is what he would call just free money. Worldwide investors have been pouring money into equities, because fixed income is either providing very little or nothing. Large US multinational companies are being hit with currency issues because of the strong US$. Has been scaling back his exposure to equities, as he has found it much easier to Sell than to Buy. Hasn’t been adding anything in the multinational area, but has doubled his position in 3 banks, 2 US and one Canadian. For the most part they don’t have the exposure. Also, valuations are much, much more reasonable than multinational companies, especially consumer stocks.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS _N/A View
DON'T BUY AA-N Alcoa Market Call (BNN TV) 2015-04-17 $13.460

Not a fan of most commodities. We still have longer to wait. Commodity cycles are very long, and we are in about a year 4 or 5 of the latest downtrend. One thing that bothers him is that China is a net producer of aluminum, not an importer.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
BUY on WEAKNESS AAPL-Q Apple Market Call (BNN TV) 2015-04-17 $124.750

Because the market has been so frothy, based on the free money, he would wait for a pullback in this as well as in most stocks.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WAIT ARX-T Arc Resources Ltd Market Call (BNN TV) 2015-04-17 $25.000

One of the 2 energy stocks that he does own. A mixture of oil and gas. Exceedingly well-run company with very good properties. He would hold off buying because he thinks the price of oil is going back down again and gas has stayed down.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2015-04-17 $53.970

He prefers this to Rogers (RCI.B-T) because Rogers has a much bigger footprint in wireless, and they have been losing market share and subscribers.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-04-17 $146.930

A Canadian based multinational consumer company. Their products are packaging. A world leader in labels, especially pressure sensitive ones. Also, make aluminum cans and plastic laminate tubes that are going into cosmetics, etc. A couple of years ago they made a transformative acquisition from Avery. They bought their label business as well as their digital printing business. That has been a huge win for them. Dividend yield of 1%.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2015-04-17 $12.960

Sold his holdings and has no desire to go back to it. An exceedingly volatile stock. Part of it is because every other day somebody is whispering takeover rumours.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT COST-Q Costco Wholesale Market Call (BNN TV) 2015-04-17 $144.570

Great company and they run fabulous operations. However, consumer spending in the US has not been what people have been expecting. Retail stocks have all been stellar performers, but in anticipation of the consumer spending that hasn’t come. In the near term this is probably vulnerable, along with other retailers, to a correction.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-04-17 $32.380

Sold his holdings because he was convinced that the price of oil was not going anywhere soon. This one has held up way better and has acted way better than a lot of oil stocks. It has great land positions. Also, management has very prudently hedged about 60% of their production at around $90 a barrel. The dividend is safe under current conditions, but he questions if it is safe next year if oil prices stay at a low level.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT DIS-N Walt Disney Market Call (BNN TV) 2015-04-17 $106.690

Disney (DIS-N) or Starbucks (SBUX-Q)? Dissimilar companies. He doesn’t own either, but if he were, it would probably be this one because he likes the long-term prospects for entertainment. Dividend yield of 1.08%.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK GE-N General Electric Market Call (BNN TV) 2015-04-17 $27.250

Have proposed selling GE Capital, which is a transformative thing for them. They are going to largely get out of financial services and become a purely industrial company. Have said they will be doing a huge share buyback. Believes they are going to increase the dividends again on a regular basis. Also, make transformative acquisitions in the industrial space. Thinks that all of this will lead to a much higher stock price.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD KR-N Kroger Co. Market Call (BNN TV) 2015-04-17 $71.840

One of the biggest supermarket chains in the US. This has been an attractive area because it is purely domestic and earnings have been growing as they’ve been consolidating some of their stores and cutting expenses. This has been boosting profitability. The stock has done very well.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2015-04-17 $11.790

Actually doesn’t own anything. It has a royalty on iron ore produced and sold by the Iron Ore Company of Canada. Iron ore prices have been under siege and volumes have not been as good as they could be. This has a nice 8.5% dividend yield and eventually will come back. The Company has recently sent out a proxy wanting to change the status of the company. He would suggest that you vote against that.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-04-17 $65.580

An excellent company. The auto market has been doing very well and they have been a prime beneficiary, both in North America and Europe as things start to get better. A fine company and should continue to be.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2015-04-17 $48.870

A purely Canadian bank, so he traded his holdings for Bank of Nova Scotia (BNS-T). With the domestic headwinds he saw coming in the Canadian economy, both in the energy area and the consumer, he wanted to diversify away from a purely domestic bank. Dividend yield of 4.6%.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2015-04-17 $37.340

This is a company that has historically increased its dividends regularly, twice a year. The largest shareholder in Great West Lifeco (GWO-T), London Life, Canada Life and Putnam Investments. Also, the largest shareholder in IGM Group (IGM-T), Investors Group, etc. After the financial crisis they did not raise their dividend until March of this year. Thinks it is going to start again to be a regular thing, so your yield is going to continue to go up.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT SBUX-Q Starbucks Market Call (BNN TV) 2015-04-17 $47.620

Disney (DIS-N) or Starbucks (SBUX-Q)? Dissimilar companies. Doesn’t own either, but if he were, it would probably be Disney, because he likes the long-term prospects for entertainment.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-04-17 $43.730

He is a firm believer that the federal government will be changing the exceedingly punitive law that says if you are convicted you will not be able to do business with the federal government for 10 years. Thinks this is great value here.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT T-T Telus Corp Market Call (BNN TV) 2015-04-17 $42.070

He is favourably disposed to the Canadian telecom scene. Prefers BCE (BCE-T). The whole group had a rough quarter, but are coming back a little now. There were some worries at one point about interest rates going up, and that hurt the stocks. There had also been some regulatory worries. This one has a greater exposure to Western Canada, and therefore a greater exposure to Alberta. That has been a worry to the stock, but to him that is more of a short-term worry.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2015-04-17 $55.750

Prefers owning US banks to Canadian banks. If you want to own a Canadian bank that has US exposure, you can do that through this bank. US operations are large, but are underperformers as far as returns to the bank. You are better off owning a pure US bank. He has no interest in the money centred banks, prefers regional banks.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK TLM-T Talisman Energy Market Call (BNN TV) 2015-04-17 $9.610

(A Top Pick May 2/14. Down 10.28%.) Sold his holdings. It turned out to be not as good a company as he had hoped.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK WMGI-Q Wright Medical Group Inc Market Call (BNN TV) 2015-04-17 $25.880

(A Top Pick May 2/14. Down 13.72%.) Had liked its business and liked it because it was a turnaround stock. The new CEO had a good history of turning companies around and then selling them. Instead of turning this one around, he made an acquisition. He wasn’t happy with this, so sold his holdings.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-16 $0.020

Markets. He looks at what drove returns over the last few years and he had stocks that were undervalued. There were earnings expectations where the bar was very low. As well as this, the US economy was recovering. Today stocks are no longer cheap, earnings expectations are no longer low, but the good news is that we are seeing the US economy continuing to recover, but there are just not as many inputs driving equities higher. For the last 4 years, he has favoured the US market over the Canadian market, primarily because when he looked at the TSX, which is made up of commodities and banks, he has been pessimistic especially on the commodity space. Equities as a whole, whether you are looking at the US or Canada, the easy money has been made and we should expect more volatility as we move forward.

Kash Pashootan NORTH AMERICAN DIVIDENDS BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-16 $0.020

Where is a safe parking lot for cash, while waiting for opportunities? The primary objective is to keep it safe and have it liquid and available. You could do that with a high-quality money market instrument, or even the banks, depending on how much you are parking. Banks have high interest savings accounts and you can buy that right in your trading account. Yields are somewhere between 1.25%-1.5%.

Kash Pashootan NORTH AMERICAN DIVIDENDS BEARISH _N/A View
BUY AAPL-Q Apple Market Call (BNN TV) 2015-04-16 $126.170

With the amount of cash they have, there is a cushion to see dividend raises continuing to come forth. They have really executed on all fronts. Their foreign expansion of smart phones is continuing. Last quarter, sales in China were up 70% year-over-year. They still have a very small market share in Asia, so there is further upside potential. They are continuing to innovate which is important for the future.

Kash Pashootan NORTH AMERICAN DIVIDENDS BEARISH Yes View
COMMENT AGNC-Q American Capital Agency Market Call Tonight (BNN TV) 2015-04-16 $21.670

This company basically borrows Short and lends out mortgages. They leverage that up and pay out their returns. He used to own this, but one of the issues he had was if interest rates started to rise, it would really hurt this stock. Highly levered which is another issue you have to look at. Gives you a very good rate of return when things are going well. Dividend rate of 12%.

Paul Harris, CFA GLOBAL UNKNOWN No View
TOP PICK AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2015-04-16 $166.870

Trading at about 16X earnings. Have great drugs in the kidney area and in cancer. Also, thinks there is a cholesterol drug coming out. Management is really interested in increasing margins, cutting costs, increasing dividends and paying back money to shareholders. Dividend yield of 1.89%.

Paul Harris, CFA GLOBAL UNKNOWN Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2015-04-16 $15.790

The next stress test is in September. Buy now or wait and see? It depends on what other bank exposure you have in your portfolio. He likes the US banks, primarily the regional banks. What is nice about this bank is that it does generate a large part of its revenues from retail banking. If you have some patience, this is a name that you want to own in your portfolio, but if you want to take it one step further, he would look at some of the regional banks.

Kash Pashootan NORTH AMERICAN DIVIDENDS BEARISH No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2015-04-16 $15.790

Likes this stock. Net interest margins are very low in the US and are under pressure. Although they cut costs, they didn’t see a lot of growth on the investment banking side. They are in 10% of all the households of the US, so they are a very large retail bank that needs net interest income to improve. They also are faced with a lot of regulatory issues. They have to do another stress test in September and he is upset that management has not been keeping an eye on these things. Thinks you should own this for the longer-term.

Paul Harris, CFA GLOBAL UNKNOWN Yes View
Showing 1 to 30 of 139,088 entries
First Previous 1 2 3 4 5 Next Last