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) 2017-01-24 $0.000

Market. This has been a great 5 years. It is not a cheap market anymore. We’ve gone from very cheap to pretty fairly valued right now. PE multiples on the index are pretty much in line with historical averages, but he feels that the next stage in the market comes from earnings growth, which we are starting to see with some of these fourth-quarter reports that have been coming in.

Don Lato NORTH AMERICAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-24 $0.000

North American investment strategy? Has not changed his strategy since the election. The concern is that on any given day, the president can do or say something irrational and send markets in a tizzy. There are checks and balances in place that will sort of moderate things, and you can’t start making investment decisions on what might happen. To change your investment strategy over a 3-5 year period, would not be in keeping with your best interests. His portfolios are basically 50-50 between Canada and the US.

Don Lato NORTH AMERICAN OPTIMISTIC _N/A View
PAST TOP PICK AAPL-Q Apple Market Call (BNN TV) 2017-01-24 $0.000

(A Top Pick Jan 27/16. Up 31.34%.) When he picked it, it was an opportune time. The company had just sold off following a 1st quarter report. A great company and a great product, but still a silly low valuation.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-01-24 $0.000

Got a little undervalued. There were a couple of quarters where results were not as robust as they had been, and there were some concerns they had made too many acquisitions a little too quickly. The market for their product is huge, and they have great opportunities with some of their new processing plants and their new rail lines getting their product to market. Valuation is reasonable. Looking out a year or 2, he expects to see much higher prices. Dividend yield of 1.7%.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
HOLD AGU-T Agrium Market Call (BNN TV) 2017-01-24 $0.000

In the midst of finalizing their merger with Potash (POT-T), which is slated to close some time mid-year. There are obvious distractions that come with that, and he doesn’t see a big move in the stock between now and when the merger finally closes. You are able to look forward to some synergies upon the closing of the merger, which is a positive. Also, you will now have a very, very dominant player.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK ARE-T Aecon Group Inc Market Call (BNN TV) 2017-01-24 $0.000

(A Top Pick Jan 27/16. Up 18.6%.) It did well after he bought it, but then struggled in the last couple of months. Had a disappointing 3rd quarter earnings result in November, and took a big hit. That was followed a few days later by the resignation of their CEO. Part of the problem in their earnings was just the slowness in the infrastructure spending following Trudeau’s campaign. This is looking for a great year in 2018, and a big jump in earnings. He would be a buyer at these levels.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2017-01-24 $0.000

This has had a big move post the election, and sort of treading water now. If we are in an environment where we are going to see rate hikes, and that appears to be upon us for the balance of this year, that is going to be good for financials, particularly the banks. Also, throw in some deregulation on some of their banking activities, and that is a positive for them as well. These stocks are still trading below their historic price/book value, even though they’ve had big moves up recently.

Don Lato NORTH AMERICAN OPTIMISTIC No View
TOP PICK BWA-N Borg Warner Market Call (BNN TV) 2017-01-24 $0.000

Auto parts manufacturer. This has lagged in the last couple of years, but has started to pick up recently. They are in the propulsion end of things. With thoughts of electric and hybrid cars, analysts and investors took a pass on them for the last little while. They are still participating in those areas, and in fact their parts are growing in that market. Trading at about 11.5X this year’s earnings and 10.5X next year’s, still well below its historic multiple up 14.5X. They will participate, whether it be hybrid or electric or regular combustion engines. Dividend yield of 1.4%. (Analysts’ price target is $41.12.)

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY FB-Q Facebook Market Call (BNN TV) 2017-01-24 $0.000

He is very interested, but hasn’t pulled the trigger yet. It has grown a lot, the price has gone up a lot, but earnings have gone up even faster. Valuation is a lot more reasonable now. It is still a fast grower and still trades at a modestly high multiple in the mid-30s, but it is in line with its growth rate.

Don Lato NORTH AMERICAN OPTIMISTIC No View
COMMENT GE-N General Electric Market Call (BNN TV) 2017-01-24 $0.000

A good stock and a great company. Relatively cheap trading at roughly 18X this year’s earnings and 15X next year’s, sort of in line with the market. Not a table-pounding buy, but a good core holding for a portfolio. Also, pays a decent yield while you are waiting.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-01-24 $0.000

This has been a big disappointment over the last year. They’ve been hit on a couple of fronts. On their hepatitis C drug package, they have almost run out of the easy patients and the growth rate has slowed tremendously. They still have a very good pipeline in terms of HIV drugs, and also trying to build up an oncology pipeline. Stock trades at very, very low multiples, 7 or 8 times earnings. There is not going to be a lot of growth. Because of some of their high priced drugs, they really are in the target of Trump and drug pricing in the US.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2017-01-24 $0.000

He likes the look of this. Insurance companies have all had a big move post election, on the premise that we are going to see increased rates. They’ll be big benefactors of that. A dividend increase is a very likely possibility. It’ll be modest and not likely as large a magnitude as the past 3 years. Valuations are very reasonable. Dividend yield is 3%, which is certainly adequate to hold in this environment. This and Sun Life (SLF-T) have the biggest exposure to international markets, which is going to be a key to them.

Don Lato NORTH AMERICAN OPTIMISTIC No View
COMMENT NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-01-24 $0.000

A big performer over the last 18 months or so. Just recently announced they were increasing production starting this quarter at about 4%. Backlog has grown. This has come a long way from $6, but still has huge cash generating potential. Expects more M&A (just bought Motor Coach) or an increase in the dividend.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT PEY-T Peyto Exploration & Develop. Market Call (BNN TV) 2017-01-24 $0.000

Natural gas. Announced some production results for the 4th quarter. A lot of oil companies tend to announce production results immediately after the end of the quarter, but without the corresponding cash flow and earnings numbers, and the financial report usually comes about a month later. Some of this company’s production numbers were a little below what analysts were looking for. That, combined with a softer natural gas market, took a toll on the stock, and it has been very much an under performer for the last 4-5 weeks. Still one of the few energy companies in Canada with a pretty decent growth profile, and trades at a pretty reasonable multiple in cash flow. Ably managed. He wouldn’t be overly concerned.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK PXT-T Parex Resources Inc. Market Call (BNN TV) 2017-01-24 $0.000

(A Top Pick Jan 27/16. Up 65%.) This grew tremendously on new fields and new production. In spite of the big move over the last year, it is off about 20% from its high.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
TOP PICK PXT-T Parex Resources Inc. Market Call (BNN TV) 2017-01-24 $0.000

Off about 20% from its highs in early December. They announced some drill results on a field in Colombia, and on the surface they were less than some of the prior results out of this area. However, the company was not at all concerned. This was more of a well-structured delineation of the well, and the well keeps growing. The potential on this well and some of the other wells remains huge. Still trading at about 6X this year’s cash flow, 4.5X next year’s, and they have no debt. At these levels, this is a real table pounding Buy. (Analysts’ price target is $19.96.)

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY SLF-T Sun Life Financial Inc Market Call (BNN TV) 2017-01-24 $0.000

This had a big pop post the election. Reasonable multiple. Lots of growth opportunities internationally. Very well-managed company. Rate increases are very positive for this industry.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
HOLD TD-T Toronto Dominion Market Call (BNN TV) 2017-01-24 $0.000

Along with a lot of other financials, it has had a big run post the US election. One of the attractive parts is that it has got the biggest US exposure of all Canadian banks. About 40% of its business comes from the US. With higher rates and bigger spreads and thoughts of more deregulation in the US banking industry, this is in a very, very good position. Trading in line with its historical multiples, so it is not cheap. Pays a good dividend yield.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2017-01-24 $0.000

Natural gas. This has a far bigger runway ahead of them over Peyto (PEY-T). They’ve recently just made a great acquisition of some assets from Shell which ironically, was sold to Shell by this company’s predecessor. Tourmaline’s team is very, very familiar with these properties. They are contiguous to some of their properties in the Montney, and the synergies they can get are going to be very, very favourable.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY V-N Visa Inc. Market Call (BNN TV) 2017-01-24 $0.000

Trading around 25X earnings this year, and 21X next year’s earnings. Not cheap, but has a huge runway of opportunity ahead of it with the conversion of cash to electronic currency, as well as international markets. A great growth company. You can still buy it comfortably over the next 3-5 years. Dividend yield of .8%.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2017-01-24 $0.000

If an aggressive investor looking for speculation, this is probably a decent speculation. On the other hand, if you are a more conservative investor, there are too many things that can go wrong. The main problem is the debt load they have. They have a debt to equity ratio of over 7 to 1. It is still making money, but it has a gun to its head with respect to selling some assets to pay down some of that debt. Also, president Trump has a target on the pharmaceutical industry.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
TOP PICK WGO-N Winnebago Industries Inc Market Call (BNN TV) 2017-01-24 $0.000

This company has suffered a little in the last couple of years, but recently in the last 4-5 months, the stock has started to ramp up again. They completed the design of a company called Grand Design, so have started to diversify a little. One of the knocks on the company has been their lack of manufacturing prowess. Great products, but leaving some money on the shop room floor. It is hoped that with Grand Design, and the synergies they bring, that it could be a big win for this company as well. Trading at about 13.5X this year’s and 11.5X next year’s earnings. Very cheap stock. Dividend yield of 1.29%. (Analysts’ price target is $38.60.)

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2017-01-24 $0.000

He would rate this as a Sell to a Hold. He is concerned about the long-term future in terms of generating the earnings growth. They are pretty saturated across North America. Expansion is going to have to come internationally, and they had to give up in Britain. They can only tighten margins so much. Where they are really going to be in jeopardy is if some huge protectionist bill comes in. There are a lot of better places to be.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-23 $0.020

Stop Losses.  Using stops in portfolios is a certain kind of style for people who do not understand diversification and are pure momentum players.  It is fine.  But the vast majority of guests on BNN are portfolio managers and have a long term horizon.  Being stopped out can be silly in that case.  He is going to do a series on them in his educational segment in the future. 

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 2017-01-23 $0.020

Markets.  The first one hundred days of Trump:  It remains to be seen, but today we saw some of the rhetoric about trade and breaking NAFTA.  This is what people were worried about.  You will see markets getting a little nervous.  He is looking for markets to go back to levels from around the time of the election in November over the next couple of months.  Trump’s talk to CEOs about taxes to companies that moved production outside of boarders should be negative.  Trump’s administration does not want to go down the road of a process where they get things done without congress.  So far so good in this year’s earnings season, but expectations were high with a rally preceding it.  A lot of good news is priced in. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-23 $0.020

ETF for Demographics.  It would be great if they had an ETF for this.  There is not one in the market, but he thinks someone is working on it.  Maybe in the next couple of quarters one comes out.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-23 $0.020

ZEB-T & ZWB-T or Buy The Banks Directly?  A covered call strategy takes a lot of work to implement so you would not want to do it yourself.  He thinks without the covered call, this index will come down.  You could buy the six banks yourself if your portfolio was big enough, but the covered call strategy would be a lot to implement yourself.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-23 $0.020

North American Oil.  With Trump turning on the spigots there will be a lot more investment in the oil area.  Despite the oversupply, there is still a lot of money to be made in fracking.  They are getting more efficient every day.  It will be a great growth area.  Buy dips in this area.

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 2017-01-23 $0.020

Educational Segment.  Smart Factor ETFs.  Research affiliates.  He showed a graphic depicting smart factors that look at momentum, volatility, liquidity, profitability, etc.  If you calculate excess returns, on average over history about 40 years you average about 2.4% in excess return.  The average volatility is mostly less than the index.  A second graphic looked at cross correlation of factor returns.  If you put two together in a portfolio you get diversification. 

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) 2017-01-23 $0.020

Markets.  They are having trouble getting access to pipelines. Gas is huge in North America.  An exciting part of Western Canada is Gas. But you are having trouble getting your gas taken away.  When gas supply came off last year, the price went up.  Now Oil and associated gas is going to come on line.  Companies are being asked to commit for very long terms for gas transmission and they just can’t commit to the current transmission prices that long (10 years).  So companies now just can’t get all their gas to market.

Bill Harris, CFA RESOURCE BULLISH on GAS _N/A View
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