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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 2014-07-28 $0.020

Markets.  Earnings season has been very, very good.  Looking at the next couple of years, now analyst’s estimates are pretty optimistic.  The trend line in interest rates is still pretty much in place.  We are in a liquidity trap were economies are recovering, but it is because interest rates are incredibly low.  The markets have responded and that is the more important factor.  Equities are the best place to be, driven by earnings.  Stocks that are linked to the oil sands are starting to do better.  In the short term they should have a slight correction, however. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Financial Stocks.  The ZEB-T rallied about 5-6% past week.  Analyst forecasts for next year are the same as where the banks are now.  They might revise earnings estimates or the earnings are all built in to the bank stocks.  If you are going into banks now, then ZEB-T is the best way to play because of the covered calls.  But he sold Canadian banks last week to move into the US.  He thinks they are a little stretched here.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN No View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

All the short term bond ladders are good in his opinion.  They are not without risk, if interest rates start to go up.  They mitigate only some of the risk.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Canadian Railways.  They have gone parabolic and for him very hard to invest in, knowing that at some point you will get a correction.  He needs to see a test of support or a test of a longer term moving average.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Education Segment.  Earnings.  Large caps are hanging in relative to small caps because if we look at sectors on a share weighted basis, the large caps are generally driving more of the earnings and earnings growth.  The R-2000 is flat on the year while the S&P has gone up.  Energy and health care have been big movers.  Industrials make good sense.  IT has had a big boost.  Trailing EPS should be $119.52 at end of year.  2015 and 16 will be 11% higher each year.  He thinks you should continue to buy the dips.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-28 $0.020

Markets.  Geopolitical situations could go haywire any time now around the world.  R-2000 has taken a hit.  There are comments about the poor quality of lending in the US.  But he doesn’t see anything going very wrong at this point.  It is essential that the republicans recapture the house in the US.  Then people and companies will start spending.  We had a period of tremendous cost cutting in US corporations.  If the economic recovery continues you can see some tremendous upside on corporate earnings.  There is potentially some tremendous upside.  He is finding value here and there.  Stock markets are not terribly overly valued. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-28 $0.020

Companies borrowing to buy back shares.  He disapproves of buy backs, preferring dividends.  Share buy backs have a short term effect, but it does artificially inflate earnings.  Interest rates ticking higher could really affect profits in this case.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-28 $0.020

Markets. As a value investor, it is hard to find value in this market, and it is getting harder. We’ve had a fairly good equity market for the last few years. This year in particular, Canada is already up on a total return basis of 15% or so, and the US is up over 8%, and it is getting a bit stretched. At this point in time, it is sort of prudent to have a little bit of cash on the side, which you can treat as an option or a little bit of protection. If there should be a setback, which would give a good opportunity to step in. Wouldn’t be surprised if we had a correction somewhere along here. It never hurts to take profits when you got them, so when balancing your asset mix, you can hold the cash on the sidelines so that you can step in again if an opportunity arises.

Michael Sprung CANADIAN UNKNOWN _N/A View
COMMENT AET.UN-T Argent Energy Trust Market Call Tonight (BNN TV) 2014-07-28 $2.820

This along with Eagle Energy Trust (EGL.UN-T) and Parallel Energy Trust (PLT.UN-T) are Canadian trusts that have operations in the US, mostly in Texas. This one and Parallel had big stumbles lately which pulled down Eagle a little. People are concerned a little bit about the dividends in all 3 cases. Yield of 8.5%.

Michael Sprung CANADIAN UNKNOWN No View
BUY AGT-T Alliance Grain Traders Inc. Market Call Tonight (BNN TV) 2014-07-28 $21.550

Had a fairly good run, but would still buy it. As they get more and more into ingredients, rather than just the pulses, it is certainly broadening their markets. Have a new line in North Dakota, and are talking about adding a 2nd line to that production facility. Situated pretty well on a global basis between operations in North America and Turkey, etc. Trading at about 12.5X earnings, which is not terribly rich.

Michael Sprung CANADIAN UNKNOWN Yes View
WAIT BA-T Bell Aliant Market Call (BNN TV) 2014-07-28 $31.100

Wait for the takeover to complete before selling.  Being acquired allows BCE to increase their dividend.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-07-28 $3.610

Even though it is selling at a low price, he has no plans on owning this. The disappointment in the C series makes you question whether there have been too many delays, is it too late and are other competitors producing now so that the C series is not going to achieve the level of success that they had hoped for. On the mass transit side, margins are going to be under pressure. Feels this could stay at low levels for some period of time.

Michael Sprung CANADIAN UNKNOWN No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-07-28 $73.800

There has been an appreciation in all of the banks.

Michael Sprung CANADIAN UNKNOWN Yes View
BUY BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2014-07-28 $22.620

Moved from Brookfield Office to this. Probably a reasonable thing to do. Property is certainly a good area to be exposed to at this time. The REIT side of the market is mainly going to be supported by yield from here on in, but yields are not too bad. This one has always been a very, very well-managed company. This is something you could invest in for the long term.

Michael Sprung CANADIAN UNKNOWN Unknown View
TOP PICK CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-07-28 $14.110

Recently announced about $120 million in new training contracts. They also announced about $110 million for the military side in New Zealand. They continue to gain new business, whether military or civil space. Yield of 1.7%.

Michael Sprung CANADIAN UNKNOWN Yes View
WATCH CCO-T Cameco Corporation Market Call (BNN TV) 2014-07-28 $22.570

Probably not a buy here.  Signed a deal with China for a couple of reactors.  Uranium is still in the doldrums.  A dismal record in terms of operations.  Hold it, but don’t buy it.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
TOP PICK CEF.A-T Central Fund of Canada Ltd (A) Market Call (BNN TV) 2014-07-28 $15.330

(Top Pick Jul 22/13, Down 0.19%) You could see a bounce back up to $1360-$1420 for gold, depending on geopolitical events.  Gold could have this short term pop of 5-10% and it will increase long term as well due to Indian demographics among other factors.  He will hold it for fundamental reasons.  They are not finding as much gold any more.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK CFP-T Canfor Corp Market Call (BNN TV) 2014-07-28 $23.010

(Top Pick Jul 22/13, Up 29.60%) Sold it when things got dicey in the housing market.  Now it is on his potential buy list for re-entry.  $22 would be a good entry point, but he hopes to get it cheaper.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
DON'T BUY CLS-T Celestica Inc Berman's Call 2014-07-28 $11.860

Not a name he has looked at in the long time.  We are going through a correction like a lot of tech stocks.  There is a lot of support around $10.40 from the beginning of the year.  If it goes much below that it could be very damaging. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2014-07-28 $100.950

When could it split?  Splits are not important.  Only helps if there is a dividend increase.  They usually split around this level.  You won’t get into trouble, but he would like to see the results of the search for an executive member.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-07-28 $100.950

(A Top Pick July 22/13. Up 35.99%.) At over $100, he figures a split is going to have to come. Banks like to be available to the general investing public, as well as to institutional investors. Sells at one of the lower multiples.

Michael Sprung CANADIAN UNKNOWN Yes View
BUY CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-07-28 $48.150

One of his favourite stocks.  He is kicking himself for not having bought in.  In the next 12-18 months with a pipeline expansion, you are talking about a million more barrels of throughput.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
DON'T BUY CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-07-28 $48.150

Among the seniors of the oil/gas producers and have a huge following. Has always been extremely well-managed. Lately this has had a very, very good run. Wouldn’t be jumping in at these levels.

Michael Sprung CANADIAN UNKNOWN No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-07-28 $73.870

Made a good profit on the rails, but bailed out long before their latest profits. If he were comparing this with Canadian Pacific (CP-T) today on a valuation perspective, he would certainly own this one. It is a more profitable company with a lower operating ratio. A much bigger company in terms of revenues. Rails are currently trading at 20X earnings, and he would have to see a fairly significant correction of 25% or more, before he was interested.

Michael Sprung CANADIAN UNKNOWN No View
BUY on WEAKNESS CP-T Canadian Pacific Rail Market Call (BNN TV) 2014-07-28 $208.100

Owns CNR-T.  Both rails are priced for perfection.  Will enjoy further earnings growth as the economy continues to improve.  He would not rush in right here.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-07-28 $44.780

The oil and gas companies will be facing the tax man as tax pools run out.  But CPG-T is nowhere near that point.  They are aggressive in acquiring company’s land.  They are perfecting water flood secondary recovery. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
BUY DIS-N Walt Disney Market Call (BNN TV) 2014-07-28 $87.150

Likes it.  If we are right about the rising US economy, DIS-N will continue to enjoy increasing spending by patrons. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
TOP PICK ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-07-28 $23.850

(A Top Pick July 22/13. Up 35.2%.) Management has surfaced value with their spin out of PrairieSky (PSK-T), sold Big Horn and acquired some property in Eagle Ford. Becoming much more exposed to liquids than to natural gas. Have done some extremely smart things with their asset base, as well as making some very strategic acquisitions. Good cash position of about $2.7 billion. Still has a long ways to go.

Michael Sprung CANADIAN UNKNOWN Yes View
TOP PICK ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2014-07-28 $13.750

Just announced they were buying the consumer’s services division from Direct Energy, which now gives them direct access to consumers in Ontario. Largely involved with water heaters as well as running a sub-metering business. He estimates capitalization of the company is going to go from around $800 million to $1.1-$1.2 billion. This is a very accretive acquisition to cash flow, and he estimates it is going to be 22%-25%. This puts out the potential for dividend increases down the road. Dividend yield of 5.27%.

Michael Sprung CANADIAN UNKNOWN Yes View
HOLD EFN-T Element Financial Berman's Call 2014-07-28 $14.390

A leasing based company and typically it is the slope of the yield curve that drives earnings.  It is pretty well managed and there is a steep yield curve, so they will generate pretty good profitability and growth for a while.  If we see a flattening of the yield curve, then it would not be good.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
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