Table View - Opinions in Detail | StockChase
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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) 2016-08-26 $0.020

Market. In the very near short term, he is uncertain as to how things are going to go. September and the first part of October are usually choppy. However, in July there was a volume thrust and a breadth thrust, which are pretty unique situations, and they used up a lot of the short term energy to occur. Longer-term they have historically produced great numbers in the market. It is going to take a little while for that to build up. Once we hit that seasonally strong period of November-May, the market should make fairly good progress. One of the relative signals he looks at is growth versus value, and each of those individually versus the market. In the last 3-4 weeks, he started to see a transition where growth stocks are starting to gain a little momentum in the overall market, and value stocks are starting to lose a little momentum. At the same time, momentum on some of the yield stocks have started to wane. It’s too early to tell if this is a direction change.

Bruce Campbell (2) CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-26 $0.020

Market. To bring valuations down, we are going to need more earnings growth for the back half of the year and into next year. The markets are elevated in terms of valuations. The S&P 500 is trading at about 18.5X forward earnings, and the TSX is trading at about 19.5X forward earnings. The historical 10-year average for forward PE multiples is about 14X. He is pretty constructive and selective of NA equities. Low interest rates are still there acting as a safety net for equity prices. We are getting some hints of more fiscal stimulus from the fiscal side, which might help equity markets and the economies. From a technical perspective, we just broke out of an 18-month range bound market and broke above very key levels in the S&P 500. Historically this is a softer part of the year, so we may see some volatility going into September after the Labour Day weekend. That will provide investors with an opportunity to selectively Buy on dips. 

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-26 $0.020

Gold? His portfolio actually held silver as a precious metal, and he just sold it. The prospect of rising interest rates now is a bit closer, so things like gold and silver may start to come off a little. If next week’s jobs numbers are not so great, then interest rates moving higher will be pushed even further, and maybe gold will start moving higher.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-08-26 $106.940

(Market Call Minute.) Sold his holdings a few weeks ago. With the iPhone being 2/3 of its sales and slowing sales is a bit of a concern for him.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
TOP PICK AIF-T Altus Group Market Call (BNN TV) 2016-08-26 $26.850

Commercial real estate valuations. Consulting is their steady Eddie business, but they also have Altus Analytics, a software business which is a really high recurring business with strong margins, and which has been growing at about 30% per year. As well, they have a survey business which has been hurt by the energy sector and we are starting to see a turn in energy. Dividend yield of 2.19%.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT AIG-N American International Group Market Call Tonight (BNN TV) 2016-08-26 $59.020

An insurance company, and you need rising interest rates for insurance companies to do very well. The chart is pretty much sideways. Until we see rates actually start moving higher, and the Fed actually makes some action rather than talking about rising interest rates, the stock will probably move sideways for quite some time. In the US, he would look at the actual bank companies, rather than the insurers.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
WAIT AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2016-08-26 $171.970

(Market Call Minute.) He likes the biotech and the healthcare space, but there is some rhetoric coming out of the US in terms of politics. Keep an eye on that before buying a name like this.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2016-08-26 $11.930

When interest rates start going up, there will be a selloff in all of these utility names. You could also see a potential selloff when there is a rotation in money moving from sector to sector. Some of the utilities, REITs and telcos had been bought for yield/safety and are starting to get a little bit stretched now. If you are a trader, you can take advantage of this by selling some now, wait for a lower price or rotate into a different area. He has been doing this with some of his holdings.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT AVO-T Avigilon Corp Market Call (BNN TV) 2016-08-26 $9.340

This has been a tough one for investors in the last few years. They were really focused on hitting this $500 million revenue target, and from all accounts it looks like they are going to succeed. However, they have done it at the cost of being profitable and being cash flow positive. Sold his holdings at significant higher prices. It is probably a takeover candidate once they turn that profitability around.

Bruce Campbell (2) CANADIAN UNKNOWN No View
TOP PICK AXP-N American Express Market Call Tonight (BNN TV) 2016-08-26 $64.790

This continues to focus on the lending side of its business, and they are doing a lot of cost cutting initiatives which is going to help shares move higher. Technically, it recently broke its 200 day moving average on the upside, which is very bullish. It has formed a solid recovery from its lows earlier this year. Fundamentally it is reasonably valued, trading at about 12X forward earnings, with an estimated growth rate of 8%-10% in terms of earnings per share. Over the last 5 years, it has delivered an annual dividend growth rate of over 10%, and going forward he expects it to be 8%-9%. Dividend yield of 1.79%.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT BOS-T Airboss of America Market Call (BNN TV) 2016-08-26 $13.420

This was a darling last fall and in the early part of this year, but has really sold off. A lot of that had to do with prospects for their business and the multiple that the market was paying. They are in rubber compounding and do a lot in defence, which will be where their uptake is in the next few years. With the US candidates’ comments, there is potential for bigger military and bigger military spend. The major shareholder on this is the CEO.

Bruce Campbell (2) CANADIAN UNKNOWN No View
COMMENT CHW-T Chesswood Group Market Call (BNN TV) 2016-08-26 $11.230

Just had an interesting quarter where they had great numbers both from earnings and cash flow, but their loan loss provisions came in a little bit lower than expected. It looks like management is streamlining what they have, making a few smaller acquisitions that tuck into their traditional financing business. It still trades at a pretty reasonable multiple. Also, has a nice yield which is well supported. He has this on his radar screen.

Bruce Campbell (2) CANADIAN UNKNOWN No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2016-08-26 $84.640

These names are considered cyclical because they are in the industrial space. The chart looks pretty decent in that it has broken above the 200 day moving average and staying above that. Also, oil prices have started to recover so the volume moving from A to B should start to improve. Some others he has been watching include CSX (CSX-X) and Union Pacific (UNP-N).

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2016-08-26 $135.550

This ranks almost dead centre in the middle of all the Canadian companies he looks at. The price has been dropping, so technically it ranks in the bottom 20% of his rankings. He would like to see an improvement in both rankings. Longer-term, this is a great company. If you are more into the value camp, you could start looking at this for a 2-3 year timeframe.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WAIT CXR-T Concordia Healthcare Market Call (BNN TV) 2016-08-26 $11.510

This has got back to the level where he had started to initially acquire it. He would like to see the Donnatal numbers stabilize and what happens with some of the new things that are coming out with in the International division. He would wait a quarter or 2 of solid numbers before stepping back in.

Bruce Campbell (2) CANADIAN UNKNOWN No View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-08-26 $95.210

(A Top Pick Aug 27/15. Down 5.54%.) Had a lot of issues with what is happening with ESPN and cord cutting, but they’ve started to address that with the MLB business they purchased, which leads the way to hopefully more streaming services with ESPN. That may help stem some of the worries. He likes the name, but valuations are little stretched so he is keeping an eye on it. Also, just opened Shanghai Disney World.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2016-08-26 $2.430

It seems things are getting close to being finalized with the Bennett litigation. That will mean the company will no longer have to pay for Mr. Bennett’s legal bills. The company just released a pretty decent quarter. However, their payout ratio came out to less than 100%, and the stock price actually started to move up off of that. It looks like the Alberta economy is going to start to pick up, which will mean a bottoming in the Franworks Restaurant, and you could see same-store sale improvements. It looks like the dividend is sustainable at these levels. If you are a longer-term investor and can wait for Franworks to turn itself around, you will then get a nice yield and probably some capital appreciation. When that happens, management is probably scouting out for the next deal as they want to make this a multi-royalty company.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2016-08-26 $97.390

This has executed very well. He recently took profits because the valuations were getting a bit stretched. Trading at 27X earnings with a 16% growth rate, you are paying a 1.7 PEG ratio, which is a bit expensive. He would like to see a lower price.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
COMMENT ETN-N Eaton Corp. Market Call Tonight (BNN TV) 2016-08-26 $67.320

(Market Call Minute.) He likes the industrials and this looks very interesting. They provide engineered equipment to different companies.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
PAST TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2016-08-26 $124.960

(A Top Pick Aug 27/15. Up 39.26%.) In the social media space, this has a very strong and considerable competitive advantage. The catalyst with this is what is going to happen with Instagram to monetize that space. WhatsApp is another business they own, and they will be able to monetize that business as well. Ever since this company IPO’d, they’ve only missed one quarterly earnings expectation.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Yes View
COMMENT GPRO-Q GoPro Inc Market Call Tonight (BNN TV) 2016-08-26 $14.720

The chart shows there has been lots of damage. It had a high of $49.50, and is now $14.72. However, it has been basing for quite some time and is above its 200 day moving average. Is demand for these types of cameras and drones increasing or are they coming down? It is probably softening at this point. They are still losing money.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
TOP PICK ITP-T Intertape Polymer Group Market Call (BNN TV) 2016-08-26 $21.880

There has been a major turnaround in this story. It was a company that was not well-managed and had a huge debt load. They have turned things around, doing it by one division, one plant at a time. Thinks they are going to capitalize by being in the right place at the right time. The majority of what they do is tapes. As more and more people go online, things are being shipped out in boxes that are going to have to be taped. They’ve a 5-year plan of doubling revenue, based all on organic growth. Dividend yield of 3.29%.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2016-08-26 $119.040

(Market Call Minute.) Has worries about what is happening in the healthcare space in terms of drug pricing, etc. However, the nice thing about this is that it has the consumer products division, so it is a nice diversified health care name.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT KRE-N SPDR S&P Regional Banking ETF Market Call Tonight (BNN TV) 2016-08-26 $42.110

SPDR Financial (XLF-N) or SPDR S&P Regional Banking? He likes XLF more because it has the larger cap more diversified names that are in capital markets, investment management, security management and wealth management. Interest rates will eventually move higher, but will stay low for long, and you want to have companies that are more diversified.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
BUY L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2016-08-26 $71.270

(Market Call Minute.) He likes this. It is part of that safer defensive part of your portfolio.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH No View
PAST TOP PICK LND-X Inspira Financial Inc Market Call (BNN TV) 2016-08-26 $0.420

(A Top Pick Aug 19/15. Down 66.93%.) Originally they were going to be lending to doctors doing short-term financing. In the last few months they announced they were going to go into a software service business in order to provide billing software for the addiction rehab business in the US. That was a bit of a shock for him, so he exited his position. Since then, they have announced a dividend, but it hasn’t done much for the stock price.

Bruce Campbell (2) CANADIAN UNKNOWN No View
HOLD MFC-T Manulife Financial Market Call (BNN TV) 2016-08-26 $17.820

In his ranking system, it is in the 2nd quartile of all the companies he looks at. Technically, it would rank a lot lower. There are 2 aspects that are going to drive the business. One is interest rates and the other is their Asian business, whose economy continues to improve.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WATCH MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-08-26 $52.340

This has shown up on his screens as cheap valuations, trading at 7 or 8 times forward PE. What is worrying is that he thinks it is facing some moderating US and global auto sales. They are trying to increase the content in the auto parts they provide, as well as going into the higher margin technology parts. On the one hand you have the problem of slowing growth, but on the other hand it is a pretty cheap stock. He would watch to see where it lands and where it is moving. He would want to confirm that it is above the 200 day moving average, and use a stop loss.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
COMMENT MITL-Q Mitel Networks Market Call (BNN TV) 2016-08-26 $7.530

This has tested your patience if you are a longer-term investor. From a street valuation perspective, this is in a business that is going to continue to grow. Have made some interesting acquisitions. This falls in the middle of his fundamental and technical rankings.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT MON-N Monsanto Company Market Call Tonight (BNN TV) 2016-08-26 $107.400

Technically it is looking a little stronger since early spring. Trading above its 200 day moving average. Thinks it is being held back a little because farm income is still coming off. This is the 4th straight annual decline in US farm incomes. There is also increased competition, which is affecting the stock price. He would prefer looking at something like Potash (POT-T) which has really based for quite some time.

Stan Wong NORTH AMERICAN - LARGE & ETFs BULLISH Unknown View
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