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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 Berman's Call 2015-03-02 $0.000

ETF.com in the US gives an overview of all the ETFs available.  There is not such a web site in Canada that he is aware of.

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 2015-03-02 $0.000

Withholding tax.  Dividends from a US ETF are pure income.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-02 $0.000

FRF-T: ETF that is launching.  The assets have to build up to $10 million within the first year in order for it to be profitable.  Size does not matter in the beginning.  If they shut it down after a year then you get your money back.

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 2015-03-02 $0.000

Markets.  We are back at the peak of the .com boom.  But the NASDAQ is a different index today.  Back then they were discounting 15 years worth or earnings into what the Internet was going to be.  The round numbers like the NASDAQ 5000 level today for a nanosecond have some physiological significance.  But now in the Russell 2000 more than 50% of the stocks are more than 10% below 52 week highs.  A narrower group of stocks are leading the index higher.  There are some reasons to say it is stretched here.  He would prefer the Dow now.  He was overweight Europe Nov/Dec last year and then reduced but was wrong because it is still strong.  This week or next the ECB will launch their QE program.  China cut interest rates.  China is actually growing at only 4 or 5 percent and real estate prices are falling in some places.  He would be underweight exposure there.  Russian markets are poised for a snap back, but you can’t hedge the currency risk away.  There is probably another rate cut coming in Canada but probably not this week.

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 2015-03-02 $0.000

Educational Segment.  Rig Count.  Baker Hughs is the biggest driller in the world.  The Rig Count got cut last year but it wasn’t until the last two months that they really cut out rigs.  Most of those cut were not very productive so they did not cut out much production.  The seasonal period for oil starts out at the beginning of the year for the first half.  Inventories of oil are the biggest they have ever been in history.  They are expected to build for the next couple of months.  He thinks oil prices will re-test the lows of the last year over the next couple of months.

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) 2015-03-02 $0.000

He doesn’t see the ring of fire being viable in the next cycle.  The infrastructure is challenged.  The social and political infrastructure in Northern Ontario combined with low commodity prices and a relatively high cost of capital means you won’t see it work for quite some time.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-02 $0.000

Why is there not more M&A in gold?  There are not an awful lot of deposits that are economic at the current gold price.  Management covet their salaries & perks and don’t want to give them up easily.  The majors that were aggressive in M&A in the last cycle paid for their aggressiveness and are nervous about making the same mistakes again.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-02 $0.000

Markets.  In the last year we saw a slow steady water torture instead of a capitulation sell-off that would normally mark a market bottom.  Half the speculative listings in the world markets have no value.  Almost none of them have gone under.  4 or 5 years from now we will look at 2014 as ‘the good old days’.  He is a contrarian and buys what everyone else is afraid to buy.  We are in an 83% off sale and it is not unattractive.  We are seeing the beginnings of an M&A cycle.  At the bottom it cannot occur because management have put in such ridiculous change of control provisions that mergers are impossible given the payouts for officers and directors.  In the middle part of the market we are starting to see M&A.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS _N/A View
WEAK BUY ABX-T Barrick Gold Market Call (BNN TV) 2015-03-02 $0.000

Stock vs. Stock.  G-T vs. ABX-T.  G-T is better run than ABX.  ABX-T will have more leverage if you see an immediate increase in gold price, however. 

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
BUY on WEAKNESS BNS-T Bank of Nova Scotia Berman's Call 2015-03-02 $0.000

Thinks Canadian Banks move sideways for a while.  At $66-7 it is probably not compelling.  He has reduced bank exposure.  The dividend is safe and attractive.  You may get an opportunity to get it at the low end of the trading range sometime this year.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY BTO-T B2Gold Corp. Market Call (BNN TV) 2015-03-02 $0.000

They have been very aggressive in their expansion, delivering on time and on budget and management have done a wonderful job.  They are well liked in the market.  He likes to invest in management teams that have rewarded him before.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
WATCH CEE-T Centamin Egypt Market Call (BNN TV) 2015-03-02 $0.000

He is attracted to it.  He is looking to reenter.  Everybody hates Egypt so he likes it.  The turmoil in Egypt interrupted negotiations CEE-T had with the government over their mine.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
BUY DGC-T Detour Gold Market Call (BNN TV) 2015-03-02 $0.000

Really benefited from the lower Canadian dollar and lower diesel prices.  Suspects it could be a takeout candidate.  It is beginning to operate effectively.  Suspects they are only a couple of quarters away from solving all their operational problems.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Unknown View
PAST TOP PICK DML-T Denison Mines Corp Market Call (BNN TV) 2015-03-02 $0.000

(Top Pick Mar 3/14, Down 38.67%) The bullish expectations for uranium have been postponed.  Low Nat Gas prices relieved the pressure on Japan to restart reactors.  He is still in other uranium stocks.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
BUY FCU-T Fission Uranium Corp. Market Call (BNN TV) 2015-03-02 $0.000

The drill holes released yesterday and today were very nice holes.  The exploration that is going on is reaching a fulcrum where they know the ore body well enough that exploration is starting to become predictive.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
TOP PICK FOS-T Phoscan Chemical Corp. Market Call (BNN TV) 2015-03-02 $0.000

Selling for 60 cents on the dollar.  This will probably be the year when the deals come to the cash and this one should prosper.  This much cash will attract a deal.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
BUY FR-T First Majestic Silver Market Call (BNN TV) 2015-03-02 $0.000

Has performed very well.  High quality management team and good assets.  If the Silver price does well, FR-T should do better.  It has become a brand amongst silver speculators.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Unknown View
BUY G-T Goldcorp Inc Market Call (BNN TV) 2015-03-02 $0.000

Stock vs. Stock.  G-T vs. ABX-T.  G-T is better run than ABX.  ABX-T will have more leverage if you see an immediate increase in gold price, however. 

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
WAIT HAU-T Horizons Active US Dividend ETF Berman's Call 2015-03-02 $0.000

If it is an indexed based ETF then you don’t need to wait to see if you get in after it is launched.  If it is an actively managed ETF then you have to wait and see how the manager does.  When you buy, put in a limit order.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK HUM-LN Hummingbird Resources Market Call (BNN TV) 2015-03-02 $0.000

(Top Pick Mar 3/14, Down 18.89%) The decline in this stock has to do with Ebola.  People were dying at the mine site.  Gold is pretty agnostic about what goes on above the ground.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
TOP PICK IVN-T Ivanhoe Mines Market Call (BNN TV) 2015-03-02 $0.000

(Top Pick Mar 3/14, Down 48.33%) He adds most aggressively to the position now.  The best promoter he has ever met.  Wonderful projects like this almost finance themselves.  The market right now is looking for an excuse to sell things.  He is a buyer.  It is more speculative.  This is three of the best assets he has seen in his career.  Thinks this company will be re-priced by the market.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
TOP PICK KXM-T Kobex Capital Corp Market Call (BNN TV) 2015-03-02 $0.000

Management is a very, very good investor.  Their pool of $30 million in cash should attract a very good deal.  It is trading at a discount to its cash.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
COMMENT LB-T Laurentian Bank Berman's Call 2015-03-02 $0.000

Very regional bank.  Thinks they are more of a pure bank and do not have a lot of exposure to the oil price.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY LSG-T Lake Shore Gold Market Call (BNN TV) 2015-03-02 $0.000

A very well operated company in a very good gold terrain. 

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
DON'T BUY MGA-T Mega Uranium Limited Market Call (BNN TV) 2015-03-02 $0.000

He is a uranium bull and if the uranium price increases the tide will float all ships, but he would not own this.  He believes uranium has to go up at some point because it currently costs more to produce than it sells for, however it likely won’t go up in 2015.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
BUY MPV-T Mountain Province Diamonds Inc. Market Call (BNN TV) 2015-03-02 $0.000

Has been held back recently by a rights offering.  They are now fully financed to production.  He is likely to own more.  People at the top are doing well enough that diamonds are doing well, even if there is not a broad based economic expansion.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
WATCH OGC-T Oceanagold Corp Market Call (BNN TV) 2015-03-02 $0.000

He did well last cycle and is looking at it again now.  They are able to operate as a small company in several countries and do well.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
WEAK BUY ROG-X Roxgold Inc Market Call (BNN TV) 2015-03-02 $0.000

Has done an extremely good job.  It is a nice deposit.  At the current market cap, it is probably fairly priced, rather than cheap.  He doesn’t see the deposit getting any bigger, nor any body taking it out this year.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
WEAK BUY SAM-T Starcore International Ventures Market Call (BNN TV) 2015-03-02 $0.000

He is not attracted to small mines.  However if the company is able to ‘steal’ assets at a market bottom like this then the shareholders will do extremely well in a rebound.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
DON'T BUY SGC-X Sunridge Gold Market Call (BNN TV) 2015-03-02 $0.000

Got out recently.  His difficulty was that they were working on a small deposit.  Small mines have all the risks but don’t make you big money.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
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