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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 2015-01-26 $0.020

Markets.  We are seeing the Euro recovering after today’s Greek announcement.  The market anticipated it.  The focus now is on QE.  Equities in Europe should move higher.  It is the right time to put your money into emerging markets.  They are outperforming.  EFA-N covers the rest of the world other than North America.  The seasonality is from Feb. to May of each year.  This year we are seeing international markets outperform North American markets.  The strong US dollar is causing companies to give negative guidance, but after January things look very good.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN _N/A View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-01-26 $0.020

Gold.  Strong from July to October and mid December until the beginning of March.  XGD-T has already had a run as it went into the period of seasonal strength.  It is pulling back now and providing an opportunity to buy on weakness.  HSBC downgraded Canadian gold stocks today so wait until they come down and then buy on weakness.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-26 $0.020

Markets.  Stocks are still the best game in town.  Stocks that are geared to a growing economy are the right place to be.  The safety trade is way overbought.  Telcos, grocery stores, utilities, pipelines have all gotten overbought.  There is a lot of momentum money in these stocks and when they get out they get out indiscriminately.  We have seen a lot of fear based investing.  The next step is when people turn away from high multiples. 

Patrick Horan NORTH AMERICAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-01-26 $0.020

Educational Segment.  He is at the largest ETF conference in the world.  Every ETF provider in the world is there describing their new products.  Greece is a hot topic.  He showed a chart of 10 year Greek bond yields. Yields have really come down.  The question of Greece leaving the Euro could lead to a rocky road in the markets.  What is happening in Greece is having an impact on your portfolio and you have to know how to handle it.  They are projecting the global ETF market will double to over 5 trillion dollars next year.  If Greece defaults on its debt it will have an effect even on North American markets.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-26 $0.020

Banks.  He is not that positive on the Canadian banks because of oil.  By spring we should know where the price of oil will be.  You want to look at banks in the fall.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-26 $0.020

The baby boomers are shifting out of fixed income and into dividend stocks.  They are being forced to.  Some rates in Germany are negative. In Japan it takes 10 years to get a 1% return in fixed income.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-26 $0.020

Markets. We are in a market of haves and have-nots. Capital is constantly being reallocated. Canada had a great cycle on the back of China’s growth and emerging markets, between 2000 and 2012. Since 2012, capital is slowly moving away from commodities, away from emerging markets and back towards consumer led developed economies. Canada still has some big pieces that are tied to that other world. We just have the wrong sectors. He has very close to a 0% Canadian bank weighting in his portfolios. In the US, he is more interested in the regional banks. In Canada, 70% of the market is made up of materials, energy and banks. That makes it tough in the Canadian market. Fortunately there are some great opportunities in the US, and there are some sectors that really benefit from what is going on. This is a market where you pick your spots. There are some great opportunities, and there is some stuff you have to avoid.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
WEAK BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-26 $0.020

Gold. Having been out of gold for about 18 months, he recently started back in with some “very partial” positions in some of the equities. The market has been on more of a defensive footing over the last few weeks. If the gold equities start to outperform the metal, that is something that may point to a little bit more strength coming in the future. He does have some concerns about gold, so he is looking at this as a shorter term trade to begin with. He prefers Franco-Nevada (FNV-T), which is a royalty company. Their price held in much better than the group and they have a very defensible business model. The key risk for gold right now is that it is a defensive play, and things in the US are getting better.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-26 $0.020

Canadian healthcare? Healthcare has probably been one of his 3 Top Picks for 2 years now. It is the biggest industry in the US and highly domestically focused. This was a sector that has been universally underperformed in portfolios. He would prefer a US name such as Actavis (ACT-N), a pharmaceutical company that has roughly 50% of their revenue coming from generic drugs and 50% from branded drugs. A wonderful management team that has been very efficient at creating value. Recently purchased Allergan (AGN-N), which gives them a great opportunity to integrate that business and to generate profitability. Trades at a valuation similar to a generic company, but does have branded drugs which probably make it a little more valuable.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
DON'T BUY AGF.B-T AGF Management (B) Market Call (BNN TV) 2015-01-26 $7.130

They had a dividend cut.  It is very interesting here.  Down another 75 cents would be worth looking.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
TOP PICK AMT-N American Tower Market Call Tonight (BNN TV) 2015-01-26 $101.760

This is a REIT that owns cell towers. About 65% of their revenue comes from North America, so it is fairly domestically focused, although they do have Latin America, India and Germany. It costs them almost nothing to add new capacity. There is very little in the way of capital investment in this business. You can continue to see very strong dividend growth. Yield of 1.49%.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
DON'T BUY AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2015-01-26 $309.660

Consumer discretionary is a great sector. He has 25% of his equity portfolios in consumer related companies.(This is not one of them.) There are questions around this company’s ability to ultimately be profitable. There are concerns that they continue to have investments in things that really don’t generate a positive rate of return.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET No View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2015-01-26 $46.950

It is on the expensive side.  They have European exposure, but as oil prices come down, gas prices also go down but typically people have more money to go in the store to buy things which is where their margin is.  This is a pretty good time for these guys.  Expects margins to be maintained.  He would wait for 10% more and then exit.  The multiples are pretty high.

Patrick Horan NORTH AMERICAN BULLISH Yes View
SELL AXP-N American Express Market Call (BNN TV) 2015-01-26 $83.300

There is multiple compression coming into their space.  No one knows how this shakes out.  Step aside and wait for the dust to settle.  The other two are fine to invest in.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
BUY BABA-N Alibaba Group Holding Market Call (BNN TV) 2015-01-26 $103.990

It is on the expensive side, although it has a lot of growth to it and it would be the reasonable one of the group.  He is bullish on technology and thinks this one will work out just fine.  It just wouldn’t be his favourite stock.  China’s economy would be good for it because they are moving toward a consumer economy.  He thinks you will do fine in it.

Patrick Horan NORTH AMERICAN BULLISH No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2015-01-26 $15.850

There were a lot of people that had a view that interest rates would start to work their way higher. With what is going on in Europe and Japan, there are $7 trillion of fixed income assets globally yielding a negative return. There is tremendous pressure on long-term interest rates, which in general is not good for big money centred banks. Because of this, this one and other similar ones have been under pressure. If you believe that rates may stay lower longer, you would be better off focusing on a regional bank that is less dependent on long-term interest rates. He sold his holdings in this bank. In the financials, he prefers REITs and asset managers that will probably benefit from asset growth in a stronger equity market. Wells Fargo (WFC-N) is attractive and is a direct play on US housing.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET No View
BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-01-26 $64.910

This is the largest position in his portfolios. A collection of very strong cash flow generating assets. We are in a world where return is hard to come by. They are getting great returns in their underlying units, and there is great demand for distribution paying entities. There is a very strong demand for management with hard assets. This is a great, long term hold.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
DON'T BUY BCE-T BCE Inc. Market Call (BNN TV) 2015-01-26 $57.870

Management has executed phenomenally here.  Their valuation is not as outrageous as some other areas like utilities and pipes.  He does not see a lot of return left in it.  You are better off with his Top Picks.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
DON'T BUY C-N CitiGroup Market Call (BNN TV) 2015-01-26 $48.890

This Is his least favourite of the US banks.  They really didn’t do the reform coming out of 2008.  They were slow to do it.  They hung onto legacy businesses.  They have a lot of international exposure and this is the thing that he is cautious on.  He likes American banks in general.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-01-26 $16.090

The military train their people in simulators more and more.  They have an excellent portfolio of civil and defense. 

Patrick Horan NORTH AMERICAN BULLISH Yes View
DON'T BUY CCO-T Cameco Corporation Berman's Call 2015-01-26 $17.800

The spot price has gone up on uranium, but the stocks have not responded.  URA-T is an ETF that is a basket of uranium stocks and could be watched as representative of the sector.  This is a time of year when the sector does well, yet this year it is still in a downward trend, so you want to wait until the technicals change before going in.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
BUY CEF.A-T Central Fund of Canada Ltd (A) Berman's Call 2015-01-26 $16.320

Silver and gold have strong seasonality until the beginning of March.  This is a good fund for playing gold and silver.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
PAST TOP PICK CF-T Canaccord Financial Inc Market Call (BNN TV) 2015-01-26 $6.550

(Top Pick Jan 10/14, Down 6.92%) They are geared to a commodity market.  They performed well the first half of the year.  He took half his position off since.  Continue to hold it or buy more.

Patrick Horan NORTH AMERICAN BULLISH Yes View
BUY CNQ-T Canadian Natural Rsrcs Berman's Call 2015-01-26 $36.270

A nice little base building going on, just about to break out.  Earnings and cash flow will be terrible in this report, but once you get past that, look for the stock to perform very well.  Buy into any strength over the next week or two.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
PAST TOP PICK CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-01-26 $85.440

(A Top Pick Jan 23/14. Up 45.16%.) Rails have been a wonderful investment over the last few years. The risk to the story right now is the slowdown in the oil patch. This one, of any of the rails, has more north/south traffic all the way to Mexico. Lumber was 20% of their freight revenue in 2001-2002, so there is some opportunity here, but possibly some risk from energy.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
WAIT CPG-T Crescent Point Energy Corp Berman's Call 2015-01-26 $30.930

Bottoms about now and goes higher right through until the beginning of May.  It has formed a base and broke out last week.  Crude bottoms at the beginning of February and then breaks out.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
BUY CSCO-Q Cisco Market Call Tonight (BNN TV) 2015-01-26 $27.970

The US equity market is seeing net money put to work, but there are only 4 or 5 key sectors that are leading this market, and technology is one of them. He likes those companies that are in high growth industries with something special and a special pricing power, which can give them revenue growth. The technology companies that he is invested in are big cash flow generators, and this would be one of them. 2.7% dividend yield.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2015-01-26 $122.500

This is in the sector that is doing well, because weak energy is great for the consumer. You could almost throw a dart at any of the Canadian retailers and see something that hangs higher. This one is performing very, very well. If he had to choose on something in this space, he would probably choose Home Depot (HD-N), but you should do just fine with this one.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
WATCH CWB-T Canadian Western Bank Market Call (BNN TV) 2015-01-26 $28.550

One of the smaller Canadian banks.  He is cautious on it right now.  You want to see loan loss provision scale up.  Wait for it to get down to a 5% yield.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-01-26 $94.970

The 1st place people spend money when they have more, is on leisure and travel. Their parks are doing remarkably well and they have 2 big movie franchises rolling out later this year. They seem to be able to monetize their properties extremely well. There are all kinds of doors opening as outlets for media, so their content is in great demand. They are going to open a new theme park in Shanghai this year. Dividend yield of 1.21%.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
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