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
  
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-05-02 $0.020

Markets.  There are a lot of seasonal patterns in the market, but the question is how you use them in your portfolio.  You can’t depend entirely on them, however.  Historically, going back to 1928 for the S&P, there is very little growth in the summer months.  You can’t dispute the seasonal patterns, even though they don’t work in every year.  Year 4 of the presidential year is often strong in the summer.

Adam Thomas AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-05-02 $0.020

Low volatility ETFs.  After markets fall, portfolio managers move out of low volatility stocks and into higher risk.  Low volatility stocks are trading at a larger premium today than in the past, making them more volatile.

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 2016-05-02 $0.020

TFSA suggestions for young people.  If you are investing for the long term, he suggests going for growth, rather than dividends.  When you finally take the money out, you still won’t pay any tax.  He suggests a US ETF specializing in small to mid caps.

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 2016-05-02 $0.020

Educational Segment.  Artificial Intelligence and ETFs.  The Buzz Index.  His guest looks at social media and identifies the top 25 stocks with the most bullish prospects.  He uses the power of the computer to scan social media for comments he is looking for.  Software uses natural language processing.  He also tries to gauge how many people are listening to the person posting. 

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) 2016-05-02 $0.020

Markets.  It looks like oil went down too far, too fast and is now recovering on short covering.  The fundamentals have not changed that much since January, so he would not be surprised to see it roll over here.  No one knows where the US dollar is going.  He is not increasing energy exposure up here.  All the currencies are going up against the US dollar.  He spent some money in Canada and is hoping things come off so he can invest more.  He only spent a little in Canada.  The US is a little expensive.  In the US you are getting bankruptcies in energy.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-02 $0.020

Software.  He historically does not invest in technology.  He has OTC-T, however.  He likes how they are growing by acquisition.  It is decent value here and he likes the management.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-02 $0.020

Oil price over 5 to 10 years.  He does not like predicting anything.  No one predicted oil would go into the $30s, let alone below.  He thinks it will be between $30-$50 over the next few years.  Historically, commodities don’t turn quickly.  Make sure an oil stock has a good balance sheet.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-02 $0.020

Canadian Dollar.  He believes the dollar got overdone on the downside.  It could be vulnerable, but he does not see it going down to $0.59 like others.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Markets. He is not an advocate of “Sell in May and go away” or of using Stop Losses for his clients. To him, there is very little evidence that people can do it reliably and consistently. You have to time both getting out and getting back in. The things you can control are your costs, asset allocation and your turn over, and these of the types of things that he tries to focus on as a portfolio manager. He can’t control whether the market is going to go up or down this month, this quarter or this year. Doesn’t try to predict what is going to happen, but rather manages and reacts to what has already happened.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Percentage on fixed income? His asset allocation, all else being equal, is an old rule of thumb with a New World wrinkle. People usually say that your age is the percentage of your fixed income. He would say that your age times the decimal of your age is a good target for your fixed income, until about age 70 where it tops out at 50-50. For example, if you are 50 years of age, 50X.50 = 25%, so 25% of your income. 60 years of age is 60X.6 = 36% of your income. By the time you are 71 years of age, when you have to convert your RRSP to a RIF, that is when you get to 50-50. The reason for this is that we are all living much longer.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

30% cash in RRSP and TFSA for a 43-year-old. Too high? Too high. This money should be working. Use a formula of 43X .43= 20% in total income. If you have no other income, then the most you should have would be 20% in cash. You can be more aggressive and he wouldn’t hesitate to do so.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Analysts’ price targets of a year or more? Doesn’t believe anybody can reliably project what is going to happen, and he would be very leery of anyone who purports to have that kind of insight into markets.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

ETF Voting Rights? Every company is going to be different, but many companies have the management that try to match their voting to the mandate of the ETF. There are also some that will even use an independent consultant giving them a third-party counsel.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Sector rotation in TFSA’s? A high risk-high reward strategy. If you are going to swing for the fences, it probably makes a little more sense to do it in a TFSA. What you have to weigh is your tolerance for risks in the strategy you are pursuing. Depending on how the winds are blowing, you can do very well if you are right, but you could lose probably more if you are wrong. (Remember you do not get to claim a tax loss in a TFSA.)

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2016-05-02 $93.640

It is a ‘yesterday’ stock.  He does not see what is going to make this stock go up a lot.  The handset business has been shown to be a graveyard business for a lot of other companies.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WEAK BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-05-02 $55.500

He likes the business they are in, and their business model.  They just made an Imperial Oil acquisition, as well they are expanding in Europe.  He does not own it because he does not think it is cheap enough.  The company is trying to protect their family including their children with special privileges, although they have done a good job running the company.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2016-05-02 $23.220

They have been diversifying away from the energy patch.  They also diversified into the US.  They are the biggest in both countries.  The core business continues to do okay.  He still buys it for new accounts.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2016-05-02 $1.940

He does not understand the fixation.  It has a poor balance sheet.  They made a lot of bad news over the past while.  They used to own the business jet market and now put all their resources into the ‘C’ series.  On the transportation division they have had a miss.  He does not like the corporate governance.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY BMO-T Bank of Montreal Market Call (BNN TV) 2016-05-02 $81.660

4.1% yield.  The best performing bank recently. They did a good job of turning this bank around.  He is impressed with how they are doing in Canada as well as internationally.  He prefers BNS-T, however.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK CAO-T Cara Operations Ltd. Market Call (BNN TV) 2016-05-02 $31.680

Brand new for him.  He likes it because he wanted to increase his presence in Canada, but not in resources.  It is the Canadian consolidator in the restaurant business.  The dual class share structure is their only drawback. 

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD CASH CASH Market Call (BNN TV) 2016-05-02 $0.010

He would hold some cash because he thinks the markets have gotten a little ahead of themselves.  He is carrying a bunch of cash and thinks he can invest it lower down.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2016-05-02 $234.260

(Top Pick Apr 17/15, Up 56.35%) He still likes the stock.  It is in a low volatility sector.  It reports in Cad$ and 95% of its sales are outside Canada, so there is some currency risk.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK COW-T iShares Global Agriculture ETF Market Call Tonight (BNN TV) 2016-05-02 $30.890

(A Top Pick May 27/15. Down 8.28%.) The idea is that agriculture should be one of those things that is fairly insensitive to movement, simply because everybody has to eat. He got most of his clients out of this 3-4 months ago.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN No View
WATCH EMP.A-T Empire Company (A) Berman's Call 2016-05-02 $21.090

He thinks there is some value in this area.  Maybe it could go a little bit lower, but there should be some support here.  It probably looks interesting here, however when they are having challenges in execution, the market will keep it down.  Above $23 it would say the market is building confidence in them.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT FIE-T iShares Cdn Financial Monthly Income ETF Market Call Tonight (BNN TV) 2016-05-02 $6.660

A product that pays money from a number of different ways. Canadian financials, REITs, Corporate bonds. A mixed bag of different things that are paying money. Yield is about 3.9%, but when you gross that up with some of the Return of Capital, it might be more like 7%-7.2%, etc. This is for people that want a strong income, but it is grinding down the Adjusted Cost Basis, because some of that money you are getting is Return of Capital.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
PAST TOP PICK GE-N General Electric Market Call (BNN TV) 2016-05-02 $30.890

(Top Pick Apr 17/15, Up 17.24%)  He likes the transformation back to an industrial company.  They have a big oil and gas exposure through making equipment for it.  He likes the new mix.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY H-T Hydro One Market Call (BNN TV) 2016-05-02 $23.610

He has Emera and EMB-T instead.  H-T is not for him.  Part of the problem is that the government will be a constant seller of the stock.  He would feel better if the government sold all of it.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY IMO-T Imperial Oil Market Call (BNN TV) 2016-05-02 $40.490

If you are a long term investor, it is a fine company.  In the short term they had some operational difficulties.  Great balance sheet.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY K-T Kinross Gold Market Call (BNN TV) 2016-05-02 $7.070

Everything they have touched in the last few years has gone to lead instead of gold.  There is more leverage in other gold stocks.  He prefers G-T.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY KMI-N Kinder Morgan Inc. Market Call (BNN TV) 2016-05-02 $17.590

Prefers EMB-T, better balance sheet, management and quality of assets.  Keep in mind these are all big dividend payers.  They have debt and so if interest rates go up, it will hurt them.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK KNIN-VX Kuehne + Nagel Intl. Market Call (BNN TV) 2016-05-02 $0.000

Swiss exchange and on the pink sheets in New York.  If you believe in growth in global trade then you want to own this one.  They have a lot of cash and no debt.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
SELL MBT-T Manitoba Telecom Services Market Call (BNN TV) 2016-05-02 $37.850

There are three reasons it is trading below the offer price.  You have a time value until it closes; there is the uncertainty of the regulators (3 have to approve this); and it is based on where BCE-T is trading when the deal closes, so you may not get the $40 offer price.  He would sell it and let someone else have the uncertainty.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT MEG-T MEG Energy Corp Berman's Call 2016-05-02 $6.380

It is off its lows.  There is probably a lot of leverage.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2016-05-02 $18.370

This one has always had something come up and they stumble.  He is warm toward the lifecos, especially as rates start to go up.  He prefers SLF-T.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WATCH MG-T Magna Int'l. (A) Berman's Call 2016-05-02 $52.790

Non-performing loans in the US are increasing rapidly.  You are probably seeing a mini bubble in the auto sector and that car sales will go down over the next couple of years.   Buy in the mid-$40s.

High $60s Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-05-02 $52.790

There is talk of an Apple car.  They have some kind of agreement with Apple. 

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY PM-N Philip Morris International Market Call (BNN TV) 2016-05-02 $98.560

They have an innovative smokeless tobacco that he feels has huge potential.  It had been hurt by the strong US dollar. 

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2016-05-02 $33.030

(Top Pick Apr 17/15, Down 7.45%) Great West Life, IGM and European investments.  What is needed is higher interest rates to invest premiums in.  He is keeping it.  It goes up and down along with their assets. He likes the long term outlook for the insurance business when rates start to go up.  He likes IGM and the European assets that he thinks are undervalued.  They have gone back to raising their dividend on a regular basis.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
SELL TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2016-05-02 $15.230

It will go up and down in line with copper and other commodities.  It went down too far too fast.  It has come back up now too fast.  Sell it and wait for an opportunity lower.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK VDY-T Vanguard FTSE Cdn High Div Yd. Market Call Tonight (BNN TV) 2016-05-02 $29.100

For people who are trying to find ways to get income and trying to get some diversification, instead of buying individual companies or individual sectors, why not just buy all the things that are paying dividends, get it cheaply, get broad diversification. He thinks the worst is behind us and that we hit the bottom in Jan-Feb.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
TOP PICK VEE-T Vanguard MSCI Emerg. Mkt. ETF Market Call Tonight (BNN TV) 2016-05-02 $26.290

(A Top Pick May 27/15. Down 17.24%.) Likes this very much, but it has been down a lot. He continues to believe that emerging markets are a ridiculously under owned asset class in Canada. This is probably the market leader in the Canadian market space. It is going to be a more volatile play, but this is a part of the world that is growing at 4%-6% GDP growth in a growing middle class. Very cheap and very diversified. This will be a long-term hold.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
PARTIAL SELL VOD-Q Vodafone Group PLC Market Call (BNN TV) 2016-05-02 $33.010

He has too much exposure to telecom and this one is the obvious candidate to lighten up on.  Prefers BCE-T.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-05-02 $40.850

This is not a long term investment.  It is more of a gamble.  There is so much uncertainty.  Huge debt, management in transition, congress going after them.  He does not feel they are an investible asset.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY VXC-T Vanguard FTSE All-World ex Canada Market Call Tonight (BNN TV) 2016-05-02 $27.970

TFSA vs RRSP, and examples of ETF’s that would be more suitable? For the large majority of people, the TFSA money is the money that you can be a little more aggressive with because there is more flexibility because the growth you have will be pulled out tax-free. If you want things that are going to grow, and hopefully will be a little more aggressive as a result of seeking that growth, he would use things like iShares MSCI World Index Fund (XWD-T) or Vanguard FTSE All-World ex Canada (VXC-T), both global broadly diversified equity positions that are trying to get you exposure around the world.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
TOP PICK XID-T iShares CNX Nifty India Market Call Tonight (BNN TV) 2016-05-02 $25.830

If you want to get into emerging markets, but want to avoid China and still have the growing middle class, India is the way to go.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
BUY XSB-T iShares DEX Short Term Bond Berman's Call 2016-05-02 $28.360

Seasonality around fixed income is inverse to equities.  So buy in May and go away in the fall if not holding for the long term.  You get a lot of your own money back in their yield.  You have to look at the yield to maturity, not the coupon.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK XT-N iShares Exponential Technologies ETF Market Call Tonight (BNN TV) 2016-05-02 $24.460

(A Top Pick May 27/15. Down 6.28%.) Had only recommended this for a few people. Because the US$ got to be so low, he traded out of this to get back into Cdn$.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN No View
BUY XTR-T iShares Diversified Monthly IF ETF Market Call Tonight (BNN TV) 2016-05-02 $11.020

A perfectly fine product. This is one of 4 or 5 products that are sort of market leaders in the Canadian ETF dividend market space. He prefers Vanguard FTSE Cdn High Dividend Yield (VDY-T), which is a bit cheaper and more broadly diversified. (See Top Picks.)

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
BUY XWD-T iShares MSCI World Index Fund Market Call Tonight (BNN TV) 2016-05-02 $38.610

TFSA vs RRSP, and examples of ETF’s that would be more suitable? For the large majority of people, the TFSA money is the money that you can be a little more aggressive with because there is more flexibility because the growth you have will be pulled out tax-free. If you want things that are going to grow, and hopefully will be a little more aggressive as a result of seeking that growth, he would use things like iShares MSCI World Index Fund (XWD-T) or Vanguard FTSE All-World ex Canada (VXC-T), both global broadly diversified equity positions that are trying to get you exposure around the world.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
BUY ZDY.U-T BMO US Dividend ETF Market Call Tonight (BNN TV) 2016-05-02 $19.720

Safe place to earn US dividends? ZDY-T pays US dividends, and if you want to keep the money in US$’s you can buy it with this one (with a .U on the end), so you are buying it in US$’s. That is better for the T1135 reporting and no problem with US estate taxes.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
DON'T BUY ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Berman's Call 2016-05-02 $18.980

Or ZBK-T.  If you want to be in the banks this is probably a good place to be.  But he feels US banks will underperform for a long period of time.  He does not like the sector.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Market Call Tonight (BNN TV) 2016-05-02 $16.380

These are products designed to give you a little more comfort, in that if things go really, really well, you get called away and you don’t have all of the upside. However, if things go down, sideways, or even up a little bit, you at least get the income from having written the Call Options. A perfectly fine product and a perfectly fine way of playing the banks.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-29 $0.020

Market Call Tonight is focused on Income Taxes, not investing.

N/A N/A UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-04-29 $0.020

Market. The year started off with a dramatic decline, and then all of a sudden reversed course. At the beginning of the year there was a disconnect between what we thought was a reasonably good economy, except for the commodity prices, and a market that was discounting the next major recession. It may have been just a bit of sellers from Sovereign Wealth Funds, who were dependent on oil. Doesn’t feel it is markedly expensive, but not screamingly cheap either. Both here and in the US, particularly in the US, equity holders in mutual funds have been heading for the exits.

Don Lato NORTH AMERICAN UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2016-04-29 $93.266

Reported disappointing earnings. Carl Icahn sold all his shares yesterday, so the stock came down pretty hard this week. At $94, it is just a little over 10X next year’s earnings. Still a dominant product in the smart phone area. There are concerns about lack of innovation and lack of growth in China. They’re being valued cheaply, but still generates tons of cash. Buying it here your risk is limited. Should they come out with that next big thing, it could be significantly higher. In the interim, you have a strong Eco system in the service side of the business, which was up 20% last year. The iPhone 7 is also coming out later in the year.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2016-04-29 $9.290

Not a big fan of this airline, seeing it go bankrupt 2 or 3 times during his career. Would be a little careful at this point, because a lot of those results are based on fuel costs which they procured when energy prices were a lot lower. With energy costs having come up, that could impact margins a little.

Don Lato NORTH AMERICAN UNKNOWN No View
COMMENT AW.UN-T A&W Revenue Royalties Income Fund Market Call (BNN TV) 2016-04-29 $28.900

There is only one analyst that follows this, and he is neutral on it. This company is fine. It is a royalty structure of the A&W revenues across Canada. 5.1% yield which is a little attractive, but it is a 99% payout ratio, so would be a little cautious.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2016-04-29 $65.780

Longer-term valuations are still pretty solid for all of the Canadian banks. Trading at about 11X earnings with a yield of 4%+. A good addition to your portfolio.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2016-04-29 $144.630

This has done very well, not so much recently with its market investments, but it’s private investments. He worries because of Mr. Buffett’s age, and wouldn’t put too much money into it.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
BUY on WEAKNESS CCL.B-T CCL Industries (B) Market Call (BNN TV) 2016-04-29 $229.570

A little pricey. Part of the strength in earnings and appreciation of the stock over the last year has come from the falling Cdn$. A Canadian company, but operations are global, and a lot of their revenues come in on US$. Trading at about 20X next year’s earnings. He has trimmed a little, but it is still a core holding. Look for a little better entry point.

Don Lato NORTH AMERICAN UNKNOWN Yes View
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