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) 2017-05-26 $0.020

Market. We are still seeing the phenomena of a few big stocks such as Amazon, Apple and Facebook leading the market higher. That will probably continue as the power of them is absolutely solid, amazing, and overwhelming.

Michael Smedley CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-26 $0.020

Market. We have hit all-time record highs in the S&P 500 and the NASDAQ. The TSX has been largely wedged in a sideways move since the beginning of the year, mostly due to energy prices struggling for most of the year and uncertainties in the housing market. US equity valuations look somewhat stretched. The S&P 500 is trading at 18X forward earnings, but in corporate earnings momentum, we have seen a very, very strong slate of corporate earnings coming out, which has kept the market propped up. We need to continue to see that through the next few quarters in order to sustain the valuation in the marketplace. Also, investors and the marketplace are very, very hopeful of tax reform and deregulation coming out of the US. From a global perspective, we are seeing a synchronized economic growth and earnings forecasts, which are trending upwards for the 1st time since 2010, in all major regions of Europe, Asia, etc. He remains very constructive on cyclicals, which includes the financial sectors, technology, industrials, etc. Continues to be underweight defensive stocks, which would be the consumer staples, telecom type stocks. In his portfolio, he prefers dividend growers versus dividend plays. As rates start tracking upwards, you’ll see dividend payers start to move sideways. You want to see those names that can properly grow dividends over time. The VIX is showing under 10 at this time, a very low number. However, historically a low VIX does not mean markets are going to take a downturn, so he is not too concerned about that.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-26 $0.020

A defence stock? Some of the go to names would be Raytheon (RTN-N) a missile producer, Lockheed Martin (LMT-N), Northrop Grumman (NOC-N), General Dynamics (GD-N). He has always liked General Dynamics a little bit more because of its diversification. Valuations are very, very similar across the board, and you see that the returns are also very similar over the past year.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-26 $0.020

Emerging Markets ETF? One of the longer standing ones would be the iShares MSCI Emerging Markets (EEM-N), and his other choice would be the Vanguard Emerging (VWO-N). These have very similar types of performance. Thinks Vanguard might be a little bit cheaper. He likes the emerging markets. (See Top Picks.)

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
HOLD AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-05-26 $25.990

Doesn’t know why it has been dropping lately. It has become the dominant force in the lentil supply to countries like India. India had a big crop. If he owned, he would tend to stay in it.

Michael Smedley CANADIAN UNKNOWN Unknown View
TOP PICK AIA-Q iShares S&P Asia 50 ETF Market Call Tonight (BNN TV) 2017-05-26 $56.800

This gives you a diversified exposure to 50 of the largest, most established Asian names in a single strategy. This is trading at under 12X PE on a forward basis, 1.5X Price to book. That is a discount to North America.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-05-26 $995.780

He has mixed feelings on this. Valuation is quite high at 66X forward earnings, but it is still showing a 35% long-term growth rate. PEG ratio is about 1.9-2X, a little more expensive than what he likes. They are doing very well and dominating the North American online retail space. What is interesting is Amazon Web Services whose revenues are doing very well and accelerating. However, they could face some competition from very well capitalized players such as Alphabet (GOOG-Q) and Microsoft (MSFT-Q) down the road. Valuations are slightly above where he would like them to be.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT ARX-T Arc Resources Ltd Market Call (BNN TV) 2017-05-26 $17.750

The company has reshaped itself after its particular crisis about 1.5 years back, and are operating quite comfortably, but isn’t cranking the handle for everyone. In the long-term, this will continue to be one of the majors. If you want to be in the sector, then continue to hold.

Michael Smedley CANADIAN UNKNOWN Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-05-26 $23.240

He likes the US banks. This is one of the cheaper ones, trading at under 1X BV. Pays a 1.3% dividend, but they have the potential to increase shareholder capital return to dividend increases and buybacks. They should also benefit from lighter regulation, lower taxes, and higher interest rates. Probably not a bad time to be picking away at this.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
TOP PICK BB-T BlackBerry Market Call (BNN TV) 2017-05-26 $14.950

Thinks that this is at the breakout. They are sitting with $1.7 billion in cash, has free cash flow and are still top of the security type market. They have this radar set up which is going to do a more sophisticated job on tracing trucks all around the countryside. They also have other divisions, including one that has multifaceted stuff in cars. Still going to get royalties out of the handhelds. (Analysts’ price target is $9.50.)

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-05-26 $60.770

A name you want to own when you want to collect a very nice dividend. Very secure 4.7% dividend yield. Good growth rate with the dividend going forward. Shares are trading at about 9.5X enterprise value over EBITDA, which is kind of fair at this time. Regulatory environment for telcos has been challenging and can become more so.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT BDT-T Bird Construction Income Fund Market Call (BNN TV) 2017-05-26 $8.520

A great, great performer for years and particularly strong in the oil sands with a concrete business. Particularly liked the old management, not to say that the newer management is not to be liked, but it doesn’t seem to have the same colour and performance. They had a dividend cut, which was probably very prudent.

Michael Smedley CANADIAN UNKNOWN Yes View
HOLD BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2017-05-26 $91.170

In the Canadian banking sector, you have to separate the ones which are highly dependent on Canadian revenues, and those who are more dependent on outside revenues. This one is right in the middle, but probably more dependent on outside revenues. Only 60% of its revenues come from within Canada, with the rest coming from the US. Earnings report was not great and the stock got hurt a little. He has seen this before with a lot of the bank stocks, so it is not a name he would give up on at this point. It could even be an entry point at this time.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK BOS-T Airboss of America Market Call (BNN TV) 2017-05-26 $12.390

(A Top Pick April 28/16. Down 18%.) This has had quite a good history for 2-3 years, and got hit by the oil/gas sector, and a very, very slow defence buying in the US. This is still a Hold.

Michael Smedley CANADIAN UNKNOWN Yes View
HOLD BPF.UN-T Boston Pizza Royalties Market Call (BNN TV) 2017-05-26 $22.730

Pizza companies do have different structures. Sometimes they are owners, and sometimes they are franchises. He thinks this is a good, long term hold. Good dividend.

Michael Smedley CANADIAN UNKNOWN No View
TOP PICK BTL-X BTL Group Ltd. Market Call (BNN TV) 2017-05-26 $4.650

This is involved in blockchain technology, the new coming thing in financial transactions. Curiously, this seems to be the only pure blockchain developer provider in the world. Trial clients are Visa, banks and a group of powerful energy trading interests.

Michael Smedley CANADIAN UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-05-26 $310.970

A packaging giant, as well as a player in the new polymer banknote material, which they acquired from a partnering type of company. There is going to be a 5 for 1 stock split in a couple of days. Dividend yield of 0.7%. (Analysts’ price target is $337.50.)

Michael Smedley CANADIAN UNKNOWN Yes View
PAST TOP PICK CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2017-05-26 $116.780

(A Top Pick April 6/16. Up 8%.) Their cancer drug continues to do well. They have a strong pipeline behind that. The shares are trading at 15X forward earnings, with what he expects to be a 20% long-term growth rate. That gives a PEG ratio of .75. Still very cheap.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT CF-T Canaccord Financial Inc Market Call (BNN TV) 2017-05-26 $4.580

The major 4th retail operator currently listed. It has been through difficult times. The markets have been difficult. They lost their president. Has some very interesting properties in Australia and the US. Volumes have not been tremendous on the stock and IPO markets for the most part. Doesn’t see anything that is going to crank the handle in the near term. If you see something more exciting, then put the cash there. He sold his holdings.

Michael Smedley CANADIAN UNKNOWN No View
PAST TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-05-26 $51.720

(A Top Pick April 6/16. Up 5%.) This continues to do well. Very strong management. Executing on their plans of diversifying their revenues, whether inside the theatre to building the rec room. Shares are trading at 16X enterprise value over EBITDA. Pays a nice dividend of 3.5%.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2017-05-26 $40.000

He is pretty light on energy at this time. There is a lot of proof showing energy prices are going to remain low and steady. If he were going to have some weighting in energy, this is a great name to own. The technology for shales in the US will continue to put pressure on energy prices going forward. He would probably stick with some of the pipelines or some of the larger cap names such as this.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2017-05-26 $177.860

A great franchise. Doing very well in North America and in their expansion plans elsewhere. Has never owned this. Has a forward PE ratio of about 28-29 times, which is at the high point of its 10-year historical average. That concerns him a little. It has a growth rate of about 10%, so you are looking at a stock that is rather expensive when looking at the PEG ratio. It continues to move well in price action, but from a valuation standpoint, you want to be careful and look at other names instead.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-05-26 $31.500

Valuations are getting slightly rich in terms of their PEG ratio. Their forward PE is trading at about 13X earnings. The growth rate has come down to 6%-7% or so. A little bit expensive relative to the higher growth type of names. (See Top Picks.)

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-05-26 $121.700

He took profits recently. The valuations are a bit high for this space. A lot of the Canadian consumer staples stocks/retailers are expensive. This one is trading at about 28X forward earnings, with still a very good growth rate of 15%-17%. They had a very strong earnings report last quarter, which pushed the stock from the $110 level to $120, and it is now starting to plateau again. They are now accepting credit cards which is helping them. They have a long runway for expansion.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
HOLD DR-T Medical Facilities Corp. Market Call (BNN TV) 2017-05-26 $16.580

This is a fairly solid, continuing dividend payer. They are running rather nice surgical facilities. Took on new management about a year ago, and have done well. The quarter has been a little soft, but they are in a good sector. Have about 5 facilities across the US. A good operation.

Michael Smedley CANADIAN UNKNOWN No View
HOLD ENB-T Enbridge Market Call (BNN TV) 2017-05-26 $52.480

A very long-term Hold. There is a muddled political situation somewhat on pipelines, with what is happening in the US and the environmental protests.

Michael Smedley CANADIAN UNKNOWN Yes View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2017-05-26 $152.130

They are up to 1.9 billion active monthly users. They have more users with more user time than any other social network. They provide the largest audience, and therefore the most valuable data for advertisers. Their ad revenue per user is growing very nicely, and the runway is very long term. Despite shares being near all-time highs, he continues to buy this for his clients. Shares are trading at a forward PE of 25X, near their historical low. (Analysts’ price target is $170.)

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT FLT-CN Drone Delivery Canada Corp Market Call (BNN TV) 2017-05-26 $0.000

They are going through a quite solid trial of operations. They are dealing with aviation, so have to get permited, totally acknowledged, and inspected by the authorities. They are in the forefront of Canadian drone operations. Thinks they probably will do well. They have good relationships with things like Canada Post.

Michael Smedley CANADIAN UNKNOWN Yes View
PAST TOP PICK FN-T First National Financial Market Call (BNN TV) 2017-05-26 $25.160

(A Top Pick April 28/16. Down 1%.) At a higher level than Home Capital (HCG-T), but on a par with Bank of Nova Scotia (BNS-T), which is at the top of the pile. The latest quarter was a tiny bit mixed, but that is probably your opportunity to Buy.

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2017-05-26 $27.450

Has been disappointed with the sideways movement. However, it gives a pretty nice dividend of about 3.5%. It is under-tracking some of the other industrial names he owns. He is keeping a very close eye on this to see if it gets close to his exit point of a stop loss.

Stan Wong NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
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