Table View - Opinions in Detail | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

Print Export
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) 2016-12-02 $0.020

Market. The market has gone almost a decade without a correction, and you normally don’t go that long, so something was going to happen. He is 60%-70% cash and just waiting. Doesn’t want to get caught flat footed again with another massive correction and no money to deploy, so looks at corrections as an opportunity rather than as a disaster. He doesn’t buy the argument that rates are going to go that much higher. We live in a world with very little inflation and technology destroys a lot of jobs, more than we create. There is also a demographic issue in the developed world where we are getting older.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-02 $0.020

Market. He is not a fan of Trump, but he is certainly acting presidential, a total surprise. We’ll have to wait and see. OPEC reached an agreement, and implementation is in January. Whether they keep the agreement or not is a totally different question. Oil has a long way to go to get back to balance. Thinks there will be a consolidation in the low $50. Expects the price is going to go higher in 2017, simply because they haven’t put the money in that makes the oil come off the other end.

David Cockfield CANADIAN & ETF's UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-02 $0.020

Telcos, utilities or banks? Utilities haven’t been acting that well, nor has BCE. This a buying opportunity. He would be on the sidelines with utilities as they are more sensitive. Yields tend to be lower than the telecoms. Wait until after December 15 when he believes there will be a rate increase. With the bond market selling off and bond yields coming back, and not yielding as much as banks or telecoms, the utilities are still vulnerable. He would stand back and wait for the next 6-9 months to see what happens. (See Top Picks.)

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-02 $0.020

Gold? Which company? He is not in gold, but believes that until he sees the whites of the eyes of inflation, we are not going to see it. We are building an environment of higher oil prices, fiscal stimulation, bank regulation, etc. which are bound to create more inflation if they are carried through. If inflation starts to show up, then he’ll have a hard look at gold again.

David Cockfield CANADIAN & ETF's UNKNOWN No View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2016-12-02 $14.010

After years of bad experience with the airlines, he is always very careful about that area. This has had a good run. If oil and the price of fuel goes up, that is a significant factor. He doesn’t see a lot of upside from here.

David Cockfield CANADIAN & ETF's UNKNOWN No View
WAIT AGU-T Agrium Market Call Tonight (BNN TV) 2016-12-02 $133.020

Has loved the stock in the past, but sold it in the past with the anticipation that he would be able to buy it back. Then the Potash (POT-T) merger appeared, and he is not keen on Potash at all. Subsequent to that, this stock has moved up. He would be a little cautious. Wait to see what happens after the merger and how things work.

David Cockfield CANADIAN & ETF's UNKNOWN No View
HOLD AT-X AcuityAds Inc Market Call (BNN TV) 2016-12-02 $2.330

Does Programmatic advertising. When you type something in Google and land on a page, sometimes there is an ad with something you are interested in. The whole process behind that ad, happens in a millisecond, and is actually an auction to see who gets to win your eye balls. This company has a platform which appears to be one of the better ones for this type of work. They are able to do it profitably, where a lot of companies are having trouble. He likes the company.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2016-12-02 $32.300

Oil and gas activity is only about 40% of their business. That 40% should probably grow because we are seeing more activity. Their construction business is pretty steady at this stage. Also, there is a different angle on this. There is a massive Short position with 37 million shares outstanding, and 10 million of them are sold Short. Every day that the stock goes up, there is more agony for them. There are not a lot of Sellers, because it is very institutionally held. Dividend yield of 1.23%. With any luck, the stock could go to $40. (Analysts’ price target is $31.74.)

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
HOLD BCE-T BCE Inc. Market Call (BNN TV) 2016-12-02 $57.370

Dividend yield of 4.8% is not bad when compared to bonds. People are worried that bonds are going to get to the point where they are going to become competitive to dividend yields. However, there are a lot of arguments to stay in this stock. If held outside a registered account, you get a favourable tax treatment. He doesn’t think interest rates are going to go up that high. Thinks the sentiment is going to keep going against this stock for a while. Pick a target of perhaps 5%-6% and buy when it reaches that.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-12-02 $57.370

Good company, good dividend, good yield, solid record, and the stock has come off almost 10%. This gives you a yield and a tax dividend credit that you can’t get anywhere in the fixed income market. A safe stock. Dividend yield of 4.76%. (Analysts’ price target is $62.39.)

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2016-12-02 $42.510

A good company, and in a good space. Pays a dividend. Doesn’t think you have anything to worry about.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
PAST TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2016-12-02 $89.000

(A Top Pick Oct 23/15. Up 20.95%.) 12 months ago, bank shares were beaten up by short sellers in New York. They continue to outperform most of the analysts’ expectations. That may continue. Still feels Canadian banks are not a bad longer-term Buy.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-12-02 $6.050

Generally, energy looks like it is going to do better. We are probably at the bottom in energy. If they are okay on the balance sheet side, you are probably okay.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
HOLD CBX-X Cortex Business Solutions Market Call (BNN TV) 2016-12-02 $2.500

A tech company based in Calgary. They have a platform through which oil companies can take in receivables. If you are a driller and work for an oil company, you would send in your invoice through this platform. Oil companies like this, because it allows them to save quite a bit of money. The stock has done poorly, because the oil market has been bad, and oil is their major customer. CEO is very good, and thinks he is going to turn it around.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
DON'T BUY CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2016-12-02 $12.130

Doesn’t know this company particularly well, but does know the media industry a little. He is very leery of this as people don’t spend a lot of time listening to radio or watching traditional TV anymore. Their eyes are glued to the Internet, which is major competition. The 9.3% dividend yield tells you people are concerned about the sustainability of it. The stock chart is not looking very good. If you own, think hard about if you think the business is viable. Look at their cash flow structure to see if they are generating enough money to pay the dividend.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2016-12-02 $108.490

Take some profits now? The banks have had a good run, and probably moving more into market performers. If you want some yield, potential growth and diversify into buying a telecom or pipeline, this might be a time, especially if you are overweight.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-12-02 $17.190

This has been a disappointment. The stock went up to $23-$24, and backed off to the low $20, and then into the high teens. They then came out with a huge equity issue, which absolutely killed the market, and is still sort of recovering from that. He still likes it. One of the best managed intermediate oil companies in Canada. They are in the Bakken area where they can actually produce oil and make money at $50. Close enough to the US where they have good pipeline access. That is going to improve. This would still be his choice in the market. Dividend yield of 2.09%.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
TOP PICK CZO-X Ceapro Inc. Market Call (BNN TV) 2016-12-02 $1.420

A biotech company, but they produce materials from oats. CEO is very impressive. Biotechs sometimes scares people, because they think they don’t make any money. This one actually makes money and is very profitable. They do 70% gross margins. Trading at about 12X earnings, and yet there is significant upside. The new plant can do 10X the revenue they currently do, so there is no CapX. As they fill the capacity use in that plant, it is going to be a free cash flow play. They are also testing different uses for the compound. Currently being used by Aveeno, but are also doing trial testing for combating high cholesterol. You are getting the stock for a very low multiple. Has $10 million cash in the bank.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
SPECULATIVE BUY DBL-X Darnley Bay Resources Market Call (BNN TV) 2016-12-02 $0.000

Apparently there is a shortage in zinc. This company is in the process of acquiring a pretty interesting former producing zinc mine in the Northwest Territories. It is near power, water and trains, all the things you need in a mine. Speculative, so don’t put too much into it.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
COMMENT EL-X Engagement Labs Inc Market Call (BNN TV) 2016-12-02 $0.090

This is trying to become the Nielsen ratings for social media. There is a need for this as advertisers want it. They have technology and a lot of code and have put together some interesting projects. This has been a bit of a heartbreaker. They’ve had a lot of turnover in the executive suite, and are on their 3rd CO, who owns a lot of shares. He has been averaging down and buying more stock. Thinks it has bottomed and is going to come back.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
DON'T BUY EMA-T Emera Inc Market Call Tonight (BNN TV) 2016-12-02 $44.190

Selling their interest in Algonquin Power (AQN-T). Their holding was really not that significant, and he is a little concerned about the utility group in this environment, where he expects the federal reserve to kick up rates on the 15th. If you are really keen on utilities, he would stand back and wait. You can get better rates elsewhere without that rate risk looking over your shoulder. This is not the time to rush in.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2016-12-02 $55.500

Merging with Spectra Energy, which will give them a more balanced state of about 48% natural gas and 40% oil. With the federal government approving the pipeline to Vancouver, this company lost Northern Gateway. You are looking at a better balance, and also there is going to be a new expansion of pipeline down into the Chicago area, which is going to offer more capacity for Saskatchewan. Americans are starting to talk about a pipeline running to the east coast, which would tie into Chicago. He is quite positive on this company and is looking at it again.

David Cockfield CANADIAN & ETF's UNKNOWN No View
COMMENT FLT-CN Drone Delivery Canada Corp Market Call (BNN TV) 2016-12-02 $0.000

Drones. He wouldn’t want to own a drone maker, because it is going to be a Chinese industry. Instead of drones, these people are aiming for air rights, which he finds interesting. That is an asset you can’t replicate. Management is very, very skilled. They have built and sold a number of tech companies. They’ve just signed a contract with one of the shippers. He believes drones will eventually play a big part in the delivery business.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
TOP PICK GCL-T Colabor Group Inc. Market Call (BNN TV) 2016-12-02 $1.380

This is a food distributor, and is a turnaround idea. In a turnaround, there are a few things he likes to see. 1.) It should be a really simple business, because he doesn’t want some tech company that could be supplanted by something else. The company distributes food to restaurants and grocers, very simple and easy to understand. 2.) He also likes a long history, because then you could look at past financials and figure out where it might go. The stock price used to be much higher, $12, and now $1. 3.) 3.) Signs of improvement. Their business got hurt because they acquired debts, bought businesses, and didn’t pay attention to their margins which got crushed. We have now seen 2 quarters of improving margins. There has been a rights issue to fix the balance sheet to pay off some debt. They brought in an insider, someone with an impeccable 25-year track record in that business, which put $5.5 million of his own money into the rights issue. (Analysts’ price target is $0.95.)

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
WAIT GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2016-12-02 $62.530

Has a nice upward trend on technicals, but is very volatile. You really have to catch this in one of their down swings. A difficult company to analyse because it is sort of like an advertising agency, i.e. it’s mental talent in there that is doing it. Have done an excellent job and got all sorts of contracts. Big in Europe. Wait until it sells off before stepping in. Trading at almost 17X forward earnings.

David Cockfield CANADIAN & ETF's UNKNOWN No View
WATCH GIL-T Gildan Activewear Inc. Market Call Tonight (BNN TV) 2016-12-02 $36.480

Acquiring American Apparel. Gilden has been a really good operator, and it has been hard to get into a multinational company listed on the Canadian exchange. They’ve managed to have a good reputation in terms of not using slave labour, etc. and have great penetration in the marketplace. Whether this acquisition is going to work for them are not he is going to wait and see. He is going to watch and see what the news flow is, before he does anything.

David Cockfield CANADIAN & ETF's UNKNOWN No View
SPECULATIVE BUY HSM-T Helius Medical Technologies Market Call (BNN TV) 2016-12-02 $1.890

A biotech company. Speculative because they don’t have any revenues yet. They are testing out a device called The Pons, which has been shown to improve a recovery rate in people that have traumatic brain injuries and illnesses like MS. In FDA trials right now. What makes it interesting is that it is in an unmet need.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
HOLD IBG-T IBI Group Market Call (BNN TV) 2016-12-02 $6.080

Sold his stock, but has a convertible bond. Feels it still has legs as there is a lot of infrastructure spending in the world. They specialize in urban infrastructure such as tram systems, which is a growth industry for decades. Easy money has been made, but you could still grind out some gains and he is happy to hold it.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
PAST TOP PICK IGM-N iShares N.A. Technology ETF Market Call Tonight (BNN TV) 2016-12-02 $120.460

(A Top Pick Oct 23/15. Up 9.03%.) If you want to get into the Tech sector in the US, this is a reasonable way. If the US economy is going to move ahead, as it has, tech companies can do okay.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
PARTIAL SELL IMH-CN Invictus MD Market Call (BNN TV) 2016-12-02 $0.000

Doesn’t know this company, but he has done well in the medical marijuana space. There is no question that someone is going to make money, but valuations are getting pretty stretched. He would be cautious, take some profits, and maybe buy back when things settle down.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
Showing 1 to 30 of 159,074 entries
<< < 1 2 3 4 5 > >>