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 Market Call (BNN TV) 2017-01-13 $0.020

ETFs. The ETF market is running at about $114 billion in Canada, and well over $2 trillion in the US. 2016 was a record year for growth in both countries. This is coming from all directions at once, institutional clients, retail advisors, etc.

Daniel Straus ETF's UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

A geographical proportion ETF for an RRSP? You want to put in those kinds of ETF’s that deliver income or dividend that is taxed the most if it were outside the RRSP. That would mostly be bonds, or international equities. The breakout between asset allocation is the heart of the main question of investing. You really need to begin there before picking out your ETF for each asset class. The 5 asset classes would be a 3rd Canadian equity, a 3rd US equity, a 3rd international equity, some fixed income and cash.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

Bonds? There are a lot of reasons to question why you should be in the bond market at all. Investors shouldn’t lose sight of the reason bonds are in a portfolio. They are the ultimate cushion in case there is a very steep market drop. A “cash account” exposes you to one issuer, such as the bank where your money is deposited. However, cash may be more tax efficient. It is hard for bonds to compete with a high interest savings account these days.

Daniel Straus ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-13 $0.020

Market. Feels investors are really looking for clues from Donald Trump for timing, magnitude and details surrounding some of the policies that he has talked about, and we didn’t see a lot of that. Thinks the trend for corporate tax reform, tax cuts, infrastructure spending, deregulation will continue, and will feed into those sectors that are in the cyclicals, and not into the more defensive types of names. Given the massive run up since the election, it is very, very possible there will be a pause or consolidation in the market. If interest rates move too quickly, that could pose some anxiety in the market. We also need to see some very sustainable strong corporate earnings. If there are some policy disappointments or some excessive protectionist measures that is taken by Trump, that could also deflate some of the market moves. Thinks value will outperform growth once again this year, so value is a theme he is holding onto. Financials fall into both the cyclical and value themes after having been beaten up for so many years.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN _N/A View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-01-13 $87.370

He likes this. Technically, it is above the 200-day moving average, which is positive. Fundamentally, it looks interesting. The most dominant Chinese e-commerce company, dominating about 75% of online sales. Recently upgraded the type of things they are selling online. Fundamentally it makes a lot of sense. Trading at a pretty decent valuation at about 30X valuation, but growing at a pretty high clip of 20%-25%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
HOLD BAC-N Bank of America Market Call Tonight (BNN TV) 2017-01-13 $23.010

He likes the big banks in the US. This is probably one of the more interest rate sensitive banks in the US, so if interest rates move up, you’ll probably get a pretty good lift on the stock price. Wouldn’t be surprised if this gave back some of its recent gains, but is still a good Hold.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-01-13 $58.190

Telecoms fall in that defensive space of higher dividend, lower volatility characteristic. Canadian telcos have started falling off with interest rates moving higher. The positive on this is that you are getting a very, very nice rich dividend, and it will continue. From a capital appreciation standpoint, it will be somewhat limited, as it got a bit pricey and money is flowing out of telecoms and into energy, materials and financials.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
COMMENT BMY-N Bristol Myers Squibb Market Call Tonight (BNN TV) 2017-01-13 $56.220

He is a little more cautious on healthcare names because of the new US governments stance. Prefers AbbVie (ABBV-N) which has a little better valuation and growth profile. Bristol-Myers has a cancer drug that has a lot of competition from a number of other companies. Technically, it is well below its 200-day moving average.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BOTZ-Q Global X Robotics & AI ETF Market Call (BNN TV) 2017-01-13 $0.000

This is an example of an area of the market that has been booming. Very focused, thematic niche ETF’s. It is very new, and he can’t offer a lot of commentary on its performance as it only launched in Sept/16. The theme may make a lot of sense to people who are worried that a robot may take over their job. It could perhaps be a hedge against that. As a long-term theme, it certainly has promise and potential and probably risky, but think of it as a hedge if you are worried about robot overlords calling the shots.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT CBO-T iShares 1-5 yr Ladder Corp Bond ETF Market Call (BNN TV) 2017-01-13 $18.920

Short-term corporate bonds, ZCS-T or CBO-T? They both have very similar holdings. This one weights bonds with a traditional laddering strategy, whereas ZCS-T weights the bonds in the portfolio related to the size they have in the market.  It is really hard to say which is better, because all bond ETF’s are ladders of a sort.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2017-01-13 $161.860

A great brand. What might hold it back is valuation. Trading at about 27X forward earnings, which is a bit rich. EPS is growing at about 10%, which is pretty decent. Their renewal rate is phenomenal, and 90% clip in North America, and 88% outside of North America.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-01-13 $98.000

He likes this franchise a lot. Very unique in Canada. It has a major advantage over any other dollar store franchise. He took profits on his holdings. The stock has been really meandering sideways for some time. This is because it is trading at 27-28 times trailing and forward earnings. Not cheap. Management is doing a very, very good job. They are planning on opening 60-70 stores this year. The valuation still holds him back from wanted to own this.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
PAST TOP PICK EA-Q Electronics Arts Inc Market Call Tonight (BNN TV) 2017-01-13 $80.350

(A Top Pick Dec 3/15. Up 19.53%.) Sold his holdings. They have done a really good job in moving from the console games to the more digital games. They’ve partnered with Disney (DIS-N) to use Star Wars games. Not a bad name at 22X earnings.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-01-13 $128.340

He really likes this. Growth is continuing to be very explosive. They have a very unique type of marketing and advertising, and continue to monetize the various types of things they have. Shares got a bit weak after the election and fell below the 200-day moving average, but not by much. Now it is back above it and the average is very, very positive. Trading at about 30X earnings and growing at a 30% clip.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK GD-N General Dynamics Corp. Market Call Tonight (BNN TV) 2017-01-13 $177.890

(A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2017-01-13 $31.360

Likes industrials in general. Given that it is in many higher technology areas, whether aircraft engines or longer-term infrastructure projects, he likes the name a lot. A little expensive at 21X earnings with a 10% growth rate, but the dividend is good. The stock is trading well above the 250 day moving averages. Nice dividend of 3.1%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2017-01-13 $804.570

He likes this and doesn’t see selling his holdings for some time. Trading at about 24X earnings. Growing at a 15-16 clip, a pretty good valuation for a very strong tech name that doesn’t have a lot of competition. They are monetizing areas like the YouTube space, and their ad sales are doing very, very well. This is a name you want to hold long-term.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK HAZ-T Horizons Global Dividend ETF Market Call (BNN TV) 2017-01-13 $19.160

(A Top Pick May 26/16. Up 5.22%.) Global, so it can hold US companies, Canadian companies, etc. This has one of the longer track records, so he can analyse its performance. Has found that it has lower volatility.

Daniel Straus ETF's UNKNOWN No View
COMMENT HHL-T Healthcare Leaders Income Fund Market Call (BNN TV) 2017-01-13 $7.930

Healthcare is a subsector that he believes has the most political risk. As a long-term play, it makes a lot of sense given the aging population globally and the growing biotech industry, that will subject you to the day to day volatility which happens whenever there is a headline out of the US.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT HPR-T Horizons Preferred Share ETF Market Call (BNN TV) 2017-01-13 $8.920

He often gets asked about preferreds, because it is a very popular asset class for retail investors and has a very nice yield. Lately it has been extremely volatile. A very small market, anywhere between $40 billion and $60 billion. Because it is so small and the issues are so complicated, this is one of the few areas where active management may be able to help the investor. It is actively managed, not an index product, and has handily outperformed the S&P/TSX Preferred index. Buying an ETF for this asset class makes a lot more sense than using an individual issue, because you are diversified and you have the active management as well. Dividend yield of 4.2%.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT KHC-Q Kraft Heinz Company (merged) Market Call Tonight (BNN TV) 2017-01-13 $87.030

A consumer staples name, and the stock has been a little bit weak in the last little while. Investors have been pulling money out of this space. However, it is one of the faster growing names in packaged food, growing at about a 20% clip in terms of EPS. Pays a decent yield of about 2.75%. Technically, it is probably one of the better consumer staple stocks and is still trading above its 200-day moving average. The only concern he has is that it probably generates quite a bit of its revenues from outside of the US, and will probably lose some money on the top line due to fighting foreign currencies coming in.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
PAST TOP PICK L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2017-01-13 $69.800

(A Top Pick Dec 3/15. Up 7.24%.) He took profits on this a while ago. Being in the consumer staples space, he doesn’t pay attention to this particular area. He does like this stock.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
TOP PICK MET-N Metlife Market Call Tonight (BNN TV) 2017-01-13 $54.310

He likes the financials in the US. Life insurers are going to benefit the most from rising interest rates and a steepening yield curve. This is the largest US life insurer, and one of the largest financial services companies in the US. A pretty strong global brand, very solid financial balance sheet and a very large distribution network. There is also an easing of the regulatory environment. About 3 months ago, they announced a shareholder friendly $3 billion buyback program. Trading pretty cheap at 10X PE. Dividend yield of 2.95%. (Analysts’ price target is $60.03.)

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-01-13 $58.820

Trading at about 8.5X earnings, so it is still pretty cheap. We now have the wildcard, Trump, and how much protectionism will he want to implement against the auto industry. He is going to have to watch this space.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT MO-N Altria Group Inc Market Call Tonight (BNN TV) 2017-01-13 $67.580

In tobacco, he likes this a bit more because the US$ is going to be continuously bullish going through the next couple of years. Phillip Morris (PM-N) is based on international operations, where Altria is based on domestic revenues. Phillip Morris has dropped below its 200-day moving average. After many years of these tobacco stocks doing extremely well and paying a nice dividend, the investment market has started to step away from some of these names. They’ve gotten very expensive. Dividends are good, but are probably not going to grow very quickly. In a rising interest rate environment, these look less and less attractive.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT MRU-T Metro Inc (A) Market Call Tonight (BNN TV) 2017-01-13 $40.760

Recently sold his holdings. Looking at the macro picture, he is stepping more into cyclical names, and away from defensive, low volume, high dividend type names. Probably wouldn’t want to own a lot of consumer staples. He is zero weight in consumer staples. There is lots of competition with Loblaw’s, Walmart, etc.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2017-01-13 $32.520

You have to be careful of healthcare names. It looks like Trump has a bit of a target on these. Even without Trump, this company has an underwhelming pipeline of drugs that are coming through, and that is the issue that is hitting them. Trading at about 13X earnings, but its growth rate has come down to very, very low single digits. An unexciting drug pipeline is probably going to hold it back.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
TOP PICK PSA-T (No Listi Purpose High Interest Savings Market Call (BNN TV) 2017-01-13 $0.000

If you showed a graph, you would almost see a flat line. It doesn’t mean that the patient is dead. It is basically an ETF that holds Cash. Pays about 1%. If you are very tax sensitive and you don’t like premium bonds, but want a cash like exposure in an ETF form, this is a way to do it.

Daniel Straus ETF's UNKNOWN No View
COMMENT QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2017-01-13 $66.880

Stock has moved a little sideways recently, but still trading above the 200 day and the 50 day moving averages. The acquisition of NXP was a good one and will be accretive to them. In smart phones, everything is going towards video, and that’s what this company is an expert in. Paying a pretty decent dividend of 3%. Not expensive. Trading at a forward PE of 14X, and probably growing at 9%-10%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-01-13 $57.850

He continues to like this. They are expanding very nicely internationally, into markets like China. It is a little expensive, trading at around 25-27 times earnings. However, there is no other name like this. Technically it has broken out a little above the 200-day moving average.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-01-13 $67.100

He likes this bank. Has started to trim some of his Canadian bank holdings, and filtering the money into some of the insurers, some US banks and US insurers. This bank has been overbought at this time. Trading at $67 while the RSI is about $70. Trading at 13X forward earnings, a little bit above its historical norm. Not particularly cheap.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
TOP PICK UTX-N United Technologies Market Call Tonight (BNN TV) 2017-01-13 $110.220

He likes the industrial and the defence spending space, and this company really benefits from both areas as their product includes aircraft, engines, elevators, escalators, climate control, etc. They’re going to benefit, not only from the recovery economy, but also that Trump is going to be putting money back into infrastructure and defence spending. Dividend yield of 2.4%. (Analysts’ price target is $116.50.)

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK VAB-T Vanguard Cdn. Aggreg. Bond ETF Market Call (BNN TV) 2017-01-13 $25.400

(A Top Pick May 26/16. Down 0.81%.) This has lost a bit of ground, but on a total return basis, because of the yield to maturity, it is still a little bit up. There are bonds in this and they are paying a coupon, so it is doing what it is supposed to do. It is meant to be the ballast in a portfolio, not meant to deliver total returns.

Daniel Straus ETF's UNKNOWN No View
COMMENT VFV-T Vanguard S&P 500 Index ETF Market Call (BNN TV) 2017-01-13 $53.000

S&P 500? There are at least a dozen ways to buy this in Canada. Four of the ETF’s each offer at least 2 of the versions. Also, you can get it currency hedged or unhedged. The vast majority of these ETF’s are very similar to one another. Most of them are very, very cheap. This one is among the lowest cost. A great way to get US Large Cap in an unhedged way.

Daniel Straus ETF's UNKNOWN Unknown View
TOP PICK VVL-T Vanguard Global Value Factor ETF Market Call Tonight (BNN TV) 2017-01-13 $31.000

Feels the value will continue to outperform growth going forward. It seriously outperformed growth in 2016 and he thinks that will continue. An actively managed ETF using a rules-based or quantitative type strategy that aims to select global equities with value characteristics. Right now, this carries a very large weighting in the US financial sector. In the last 6 months, it has outperformed against the world Index by over 10%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2017-01-13 $67.130

A great franchise, but a bit expensive. Trading at about 15X earnings with a pretty low long-term growth rate, probably in the low single digits. They’ve had to spend money on increasing labour costs, and beefing up their e-commerce digital offerings. This is a consumer staple name, and money is being taken off the table and being put into more cyclicals. The stock recently dropped its 200 day and 50 day moving averages.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
COMMENT XEF-T IShares MSCI EAFE IMI Index Market Call (BNN TV) 2017-01-13 $26.580

An international market ETF, and he likes it for diversification. A great idea for a lot of Canadians who have a home bias. It includes mid-cap and small-cap companies, but is not currency hedged. (See Top Picks.)

Daniel Straus ETF's UNKNOWN Unknown View
TOP PICK XFA-T iShares FactorSelect MSCI USA Index ETF (CAD-Hgd) Market Call (BNN TV) 2017-01-13 $23.270

An example of a kind of satellite position for US equities. For your core, you want to have a low cost, passive Index ETF that gives you a lot of exposure, but if you want to experiment with a new breed of products, Strategic Beta, Factor Investing or Smart Beta, this is a great example. It tracks an index from MSCI which tries to give exposure to 4 market factors, which historically have given evidence of a possibility for outperformance. They are value, quality company stocks that are moving in an up-trending direction. This is currency hedged.

Daniel Straus ETF's UNKNOWN No View
COMMENT XGD-T iShares S&P/TSX Global Gold Market Call (BNN TV) 2017-01-13 $12.830

This is called a Global Gold ETF, but has about 70% exposure to Canadian gold companies, so it is really Canada centric. He thinks of it as a Canadian equity ETF. If you want to diversify, this is probably not the way to go. As an alternative, you could buy a gold bullion ETF.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT XHY-T iShares US High Yield Bond Index ETF Market Call Tonight (BNN TV) 2017-01-13 $20.050

Doesn’t think you need the Canadian hedge. You want to be exposed to US dollars. He would rather own iShares High Yield Corporate Bond (HYG-N). Also, if you have a credit crunch or an economic malaise of some sort, high-yield bonds tend to fall quicker than traditional government and investment grade corporate bonds. However, the economy looks to be recovering at this point and high-yield bonds are probably the place to be.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
PAST TOP PICK XIC-T iShares S&P/TSX Capped Comp. ETF Market Call (BNN TV) 2017-01-13 $24.540

(A Top Pick May 26/16. Up 12.24%.) He thinks of Canada as a core holding for many Canadian investors and, of course, you have to be careful of how much you hold. When it comes to building out that core position, he likes to start with low cost, passive ETF’s, such as this one.

Daniel Straus ETF's UNKNOWN No View
COMMENT XTR-T iShares Diversified Monthly IF ETF Market Call (BNN TV) 2017-01-13 $11.410

For short term holding? An interesting ETF, because it is quite seasoned and has a significant amount of assets. Historically, its origins were income trusts. This is an ETF of ETF’s, so if you really look at its sub holdings and go into its true underlyings, it has asset classes from all around the world. A good, one-time ticket for putting cash to work where you want yield. Dividend yield of 5.3%.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT ZAG-T BMO Aggregate Bond Index Market Call (BNN TV) 2017-01-13 $15.610

Fixed income or bond ETF? When he talks about bond ETF’s, he begins with what he thinks of as the core holdings. The core holdings will be the most liquid with the lowest fees and access to the whole market. These are for long-term Hold positions. The asset class he favours is aggregate bonds, a mix of government and corporate. In Canada, there are a good number of them. This Index recently had its fee dropped, and he believes it makes them the lowest cost one in Canada. A long-term aggregate Bond ETF, and will have duration risks, so if there are rate movements in Canada, it could suffer. He thinks Aggregate Bonds are the way to go. Dividend yield of 3.1%.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT ZBK-T BMO Equal Weight US Banks ETF Market Call Tonight (BNN TV) 2017-01-13 $24.610

An equal weight of US banks and includes some regional banks along with some of the big banks. He would prefer to own the larger market cap weighted ETF’s, such as XLF-N.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
COMMENT ZCS-T BMO Short Term Corp Bond E.T.F. Market Call (BNN TV) 2017-01-13 $14.440

Short-term corporate bonds, ZCS-T or CBO-T? They both have very similar holdings. This one weights the bonds in the portfolio related to the size they have in the market, whereas CBO weights them with a traditional laddering strategy, each ladder getting an equal weight. It is really hard to say which is better, because all bond ETF’s are ladders of a sort.

Daniel Straus ETF's UNKNOWN Unknown View
TOP PICK ZDM-T BMO MSCI EAFE Hedged TO CAD Market Call (BNN TV) 2017-01-13 $19.580

An example of a core holding for an international equity. It is currency hedged, so it is hedged against the fall of other global currencies relative to CAD, mostly euro and Asian currencies. If you believe that international equities are going to perform well over the future, but it is going to be export driven companies that do well, you may wish to bias towards large caps.

Daniel Straus ETF's UNKNOWN No View
COMMENT ZPW-T BMO US Put Write ETF. Market Call (BNN TV) 2017-01-13 $19.620

Risk? An ETF that gives other investors the right to Sell its stocks. A Put writing strategy is very interesting, a little different from Covered Call writing. Put writing usually means you are holding cash, T-bills, etc. because you are on the sidelines. If the stock price goes down, you are forced to buy it at the Strike price if you are willing to own it. It is a way of collect a little bit of additional income while you have cash on the sidelines. The yield has been good, but the markets have also been good. It does expose you to a certain degree of risk.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT ZQQ-T BMO NASDAQ 100 Equity Hedged-Cdn$ Market Call Tonight (BNN TV) 2017-01-13 $38.670

Recognize this is not all technology. He doesn’t mind the NASDAQ index. It is hitting new highs and has names in the Tech space, but keep in mind that it does have names in the consumer discretionary space as well as the pharmaceutical biotech space. When you compare it against some of the other pure play technology ETF’s, it hasn’t done as well.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-12 $0.020

Markets.  Earnings are expected to grow at a crisp clip this year.  The S&P has not been that cheap for quite some time, but we have gone through an earnings recession ending half way through last year.  Now earnings are going to grow into multiples.  17.5 times earnings will not be so high later.  Multiples may be able to contract sooner in this year.  The Santa Clause Rally that was called the Trump Rally happened when Trump had not addressed details of process regarding his initiatives.  Now markets are taking a breather, waiting for this.  Growth will translate into dividend growth this year.

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-12 $0.020

Gold.  He would not handicap gold to just performing in 2017.  It has been in decline for several years, but now you have the opportunity for gold to be in the sweet spot.  People might get scared of what markets are going to do, or people may believe there really is inflationary pressure in the system.

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-12 $0.020

Why is oil going up and some oil stocks going down?  Sometimes it is the balance sheet of the company that is driving the stock price.  The crude market itself may not be enough to drive the company.  People may be looking at infrastructure growth and so on.  Oil price is only one component for the overall stock price.

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-12 $0.020

Gold – Should it be in the portfolio?  Yes.  It is an inflation hedge.  This was a non-issue for years.  Now you are seeing wage inflation and general inflation is getting into the system.  Gold can hedge against these pressures.  AEM-T has probably one of the best management teams out there.  They may have the benefit of the doubt already, but G-T probably has an opportunity to get a return above that from just gold.  Gold will peak in about 1.5 year’s time.

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-12 $0.020

If you are not 100% certain that one of two stocks in a sector is better than the other then get half of both positions and think of them as one position.  After a couple of months you may realize that the behavior of the two stocks are different.  One may have more catalysts or is recognized more and then you may decide to go with the winner from there. 

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-12 $0.020

Market. The VIX is still at record lows, so he thinks the current market condition is just a little bit of steam coming off. He’s been getting much more aggressive in his portfolios, and his cash standing is virtually at zero now. Was starting to see positive data on corporate profit, S&P 500 earnings and PMI data before Trump won the election, and it was nice to see that cloud of uncertainty removed. Fully expects some volatility around the inauguration, but is staying Long throughout that.

James Telfser CANADIAN BULLISH _N/A View
COMMENT AD-T Alaris Royalty Market Call Tonight (BNN TV) 2017-01-12 $23.470

Royalty plays. Great dividend yields, but doesn’t see a lot of reason to get constructive on these names. Sees better opportunity on dividend growth elsewhere.

James Telfser CANADIAN BULLISH No View
COMMENT AMD-Q Advanced Micro Devices Market Call (BNN TV) 2017-01-12 $10.760

Chip Maker.  You need to look at it as the inputs to secular growth trends like virtual reality, drones, and many others.  You need to be careful of international trade policy revisions.  You may prefer Intel as safer and get a half position in that as well.

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH Unknown View
BUY on WEAKNESS ARE-T Aecon Group Inc Market Call (BNN TV) 2017-01-12 $14.950

When they reported Q3 results there were several disappointments, mainly due to operations in Western Canada.  When we finally get some real infrastructure spending, that should really benefit them.  He would buy under $14 and sell above $17.

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK BAC-N Bank of America Market Call (BNN TV) 2017-01-12 $22.920

He sees more upside.  There are several reasons to like it.  The chart is scary.  He is recommending it here.  It stands to benefit after being handcuffed for nearly 10 years.  They have gone the extra mile to streamline their product line up and reduce costs.  They are going to benefit from being a more streamlined operator.  They will get the tail wind of higher interest rates.  (Analysts’ Target: $23.81).

Mohsin Bashir NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2017-01-12 $31.600

Great story and a well-run company. If you think about all the trends that are happening with oil and infrastructure spending, it is hard to say that this company is not going to be pretty active. They definitely have the fundamentals to back them. The problem he has always had is that they always trade at very lofty valuations. Part of that is because of ROC that they make from their truck. He looks around and sees a lot of trucks that are not theirs. They don’t have a high barrier to entry like they used to. Prefers other names, but wouldn’t be too worried given the turnaround, and there is more room for multiple expansion.

James Telfser CANADIAN BULLISH No View
WATCH BB-T BlackBerry Market Call Tonight (BNN TV) 2017-01-12 $9.480

One of those “Hail Mary” stocks. You can see where the deep value is in this name and there are a lot of changes going on. Looking at their last quarter and some of the moves they’ve made over the last few quarters, it is definitely encouraging. But you really have to see that translate into numbers. He is still a little skeptical.

James Telfser CANADIAN BULLISH No View
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