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
  
BUY COP-N ConocoPhillips Market Call (BNN TV) 2007-07-17 $85.980 Has lagged many of the main oil companies because it is a little more exposed to natural gas. Over time, this company has the ability to catch up to its peers and could be a very good stock from here. Pat Naccarato US VALUE BULLISH Unknown View
TOP PICK CRR.UN-T Crombie Real Estate Investment Trust Market Call Tonight (BNN TV) 2007-07-17 $12.500 About 6.8% yield. Only been public for a little while and is not that widely followed. Will be the landlord for a lot of Sobey’s stores. The biggest commercial landlord in Atlantic Canada. Recently made some acquisitions in eastern Ontario. Higher growth possibility than some of the other REIT’s. David Baskin NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2007-07-17 $86.720 Have hit a home run with Marks Wearhouse. There is a lot of un-capitalized value in their real estate. Had a terrific run this last year, but there is still a lot of value there. David Baskin NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY DTV-Q (Acquired DirectTV Group Market Call (BNN TV) 2007-07-17 $24.500 Wonderful franchise. Pretty much finished the expensive job of launching satellites. Cash flow should be good from now on. Thinks it will potentially be taken over. North of $30. Pat Naccarato US VALUE BULLISH Yes View
DON'T BUY F-N Ford Motor Market Call (BNN TV) 2007-07-17 $8.730 Auto companies have one of the worst business models around. Capital-intensive, cyclical and highly levered. Pat Naccarato US VALUE BULLISH No View
PAST TOP PICK FBN-N (Dead) Furniture Brands International Inc. Market Call (BNN TV) 2007-07-17 $13.440 (A Top Pick Apr 26/07. Down 15%.) Still buying. Anything related to housing is bad. The issue is when does it recover. Expect in the next 3 to 5 years it is a real possibility. Pat Naccarato US VALUE BULLISH Yes View
PARTIAL BUY FDX-N FedEx Market Call (BNN TV) 2007-07-17 $116.420 Outstanding franchise. Only 2 global companies, FedEx (FDX-N) and UPS (UPS-N) that dominate the movement of goods. These are companies that you want to continually buy on a regular basis. Pat Naccarato US VALUE BULLISH Yes View
BUY GE-N General Electric Market Call Tonight (BNN TV) 2007-07-17 $40.710 One of the largest industrial companies in the world and in many ways a proxy for the US economy. Earnings growth will never be what it was in the glory days of the 1990’s. Very solid company with very solid earnings. US currency can be a risk. David Baskin NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY GOOG-Q Alphabet Inc (C) Market Call (BNN TV) 2007-07-17 $555.000 Great franchise, but too expensive for him. Pat Naccarato US VALUE BULLISH No View
BUY HD-N Home Depot Market Call (BNN TV) 2007-07-17 $40.150 Anything relating to housing has been impacted. Believes that when the recovery happens in housing, stock is significantly undervalued. Right now, Lowes (LOW-N) has a better value. Pat Naccarato US VALUE BULLISH Unknown View
TOP PICK IPG-N Interpublic Group of Companies Inc. Market Call (BNN TV) 2007-07-17 $11.340 (A Top Pick Apr 26/07. Down 13%.) Advertising. Lost a part of Johnson & Johnson account. Feels the company is on the road to recovery. New management. Could be a double in the next 3-4 years. A contrarian play. Pat Naccarato US VALUE BULLISH Yes View
TOP PICK KDE-N (Dead) 4 Kids Entertainment Inc. Market Call (BNN TV) 2007-07-17 $15.980 Children's cartoons, games, etc. Hit a dry spell and haven't had any big hits since Pokemon and Yu-Gi-Oh. The stock has $10 a share in cash. Pat Naccarato US VALUE BULLISH Yes View
BUY LOW-N Lowes Companies Inc. Market Call (BNN TV) 2007-07-17 $29.860 Anything relating to housing has been impacted. Believes that when the recovery happens in housing, stock is significantly undervalued. Likes this better than Home Depot (HD-N). Pat Naccarato US VALUE BULLISH Unknown View
TOP PICK NA-T National Bank of Canada Market Call Tonight (BNN TV) 2007-07-17 $62.260 Have always have trouble breaking out of their Quebec base but are big in wealth management, good in the proprietary trading business and do well in managing brokerage accounts. Good growth, lower price earnings multiple and a higher dividend. David Baskin NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK NSR-N (Dead) Neustar Inc. Market Call (BNN TV) 2007-07-17 $30.940 When you change phones and want to keep the same number, this is the company that controls it. North American coverage. A monopoly with a contract going out to 2015. Have just been hired by Taiwan. Possibility of Europe as well. Great profit margins. Pat Naccarato US VALUE BULLISH Yes View
DON'T BUY PFE-N Pfizer Inc Market Call (BNN TV) 2007-07-17 $25.960 Doesn't like the business models of pharmaceutical companies. Can be hit by generics, lawsuits, etc.. Prefers business models with downside protection. After the next US election, expect there will be severe regulations on pharmaceutical prices. Pat Naccarato US VALUE BULLISH No View
DON'T BUY PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2007-07-17 $25.960 A pure pharmaceutical play and he cautious on this sector. Concerned about lawsuits, patent litigations on generic drugs and also patent expiries. David Baskin NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY PG-N Proctor & Gamble Market Call (BNN TV) 2007-07-17 $62.680 A fantastic company, but you want to buy it when there is some kind of problem or issue. The valuation is not compelling. Pat Naccarato US VALUE BULLISH No View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2007-07-17 $89.490 Because of the ethanol situation, the number of acres of corn being planted in the US will be at a record high. They all need fertilizer. This is why this stock has tripled. Would not buy at this price. David Baskin NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY RAD-N Rite Aid Corp. Market Call (BNN TV) 2007-07-17 $6.120 Has a lot of debt. There is a lot of execution that has to happen. Pat Naccarato US VALUE BULLISH Unknown View
COMMENT RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2007-07-17 $50.990 Hitting on all cylinders. Making money like crazy. Would like to Buy on a dip. David Baskin NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK RET.A-T Reitmans (Canada) Ltd. (A) Market Call Tonight (BNN TV) 2007-07-17 $23.440 $1 billion in sales. Under followed. Going to have 1,000 stores by the end of this year. Getting very nice margins. David Baskin NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY RY-T Royal Bank Market Call Tonight (BNN TV) 2007-07-17 $57.920 Likes the financials. Banks are not as interest sensitive as they used to be. Banks have had a relatively quiet 6 months so they are poised for the 2nd half. David Baskin NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK S-N Sprint Nextel Market Call (BNN TV) 2007-07-17 $22.170 (A Top Pick Apr 26/07. Up 8.2%.) Still has a lot of upside. Pat Naccarato US VALUE BULLISH Yes View
DON'T BUY T-N A T & T US Market Call (BNN TV) 2007-07-17 $20.350 This is 2 businesses, local phone company and wireless. Local phone is a terrible business but wireless is fantastic. Rather than owning a good and bad business, he prefers Sprint (S-N), which is all good. Pat Naccarato US VALUE BULLISH No View
DON'T BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2007-07-17 $72.950 Their US asset Bank North has not worked out as well as they had hoped. Also TD Ameritrade is not making the kind of money that they wanted it to make. David Baskin NORTH AMERICAN - LARGE CAUTIOUS No View
BUY TLM-T (Dead) Talisman Energy Market Call Tonight (BNN TV) 2007-07-17 $20.780 The most undervalued of the senior Canadian producers/explorers. Not sure why it can’t gain any traction. Smart managers. Trading at about 4-4.5 X cash flow. Worth $24-$25. David Baskin NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL BUY UPS-N United Parcel Services Market Call (BNN TV) 2007-07-17 $75.520 An outstanding franchise. There are only 2 global companies, FedEx (FDX-N) and UPS that dominate the movement of goods. These are companies that you want to continually buy on a regular basis. Pat Naccarato US VALUE BULLISH No View
BUY VRSN-Q Verisign Market Call (BNN TV) 2007-07-17 $32.450 A monopoly for the .com registration. Every .com in the world has to go through them. Not economically sensitive. Generates a lot of free cash flow. A lot of cash on the balance sheet. Still a lot of upside. Pat Naccarato US VALUE BULLISH Yes View
BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2007-07-17 $48.350 Has been hurt by the financial problems of the low-end consumer. Also had some executional problems with some of their international franchises. Valuation is very compelling now. Pat Naccarato US VALUE BULLISH Unknown View
BUY Y-T Yellow Media Inc Market Call Tonight (BNN TV) 2007-07-17 $14.350 Yield is very steady. Likes what they are doing on the internet. The 7th or 8th most visited web site in Canada. Distribution keeps going up. David Baskin NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY AEN-X (DELIST) Antrim Energy Market Call (BNN TV) 2007-07-16 $8.160 Not producing yet but they have a multitude of plays. Will be doing a lot of drilling and some of their targets are worth the stock price. Some of the targets are low risk and can justify the stock price. Risk/reward is very attractive. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
BUY ARU-T (Dead) Aurelian Resources Inc Market Call (BNN TV) 2007-07-16 $7.320 Has a sizable, real gold deposit in Ecuador. Very confidant that this deposit will go to production. Not very concerned about the politics. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
SELL BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2007-07-16 $42.000 ROE declines are now noteworthy. Wouldn't be in the stock. Peter Gibson CANADIAN LARGE BULLISH No View
TOP PICK CASH CASH Market Call (BNN TV) 2007-07-16 $40.650 The risk/reward of this market has been reduced. It is time to be more careful. Get rid of stocks that have not been working or ones that have gone up a lot and you are not sure anymore. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
BUY CDH-T Corridor Resources Inc Market Call (BNN TV) 2007-07-16 $11.970 Natural gas in Eastern Canada. Continuing to drill and expect they will find more gas, which will give them, significant upside. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY No View
BUY COS-T (Acquired Canadian Oil Sands Market Call (BNN TV) 2007-07-16 $32.750 This has always been the most expensive oil sands plays, but since all the other ones have started to move it has lagged. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
PARTIAL BUY FO-X Falcon Oil & Gas Market Call (BNN TV) 2007-07-16 $1.230 Large gas play in Hungary. Just had a major drop. A risky situation, but the risk/reward is much more attractive. Looking for partner for financing. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Unknown View
SELL G-T Goldcorp Inc Market Call Tonight (BNN TV) 2007-07-16 $27.120 Feels gold will be at $800 in 2008. There are some deflationary risks later on and gold tends to do well in that environment. This is not one of his favourite gold stocks. The ROE decline is too severe for him. Would prefer Kinross (K-T) or Agnico-Eagle (AEM-T). Peter Gibson CANADIAN LARGE BULLISH No View
WAIT KFS-T Kingsway Financial Services Market Call Tonight (BNN TV) 2007-07-16 $19.710 Its valuation is such that it looks very inexpensive. Needs are little more profit growth. His “ price momentums techniques” is telling him to wait. Interest-rate sensitive. Peter Gibson CANADIAN LARGE BULLISH No View
BUY KRI-T Khan Resources Inc. Market Call (BNN TV) 2007-07-16 $3.810 Uranium company in Mongolia. Have a well-defined deposit and are proceeding to take it to production. Mongolia had been a political issue last year, but it looks like the government is reversing their stance. Expect they will be able to produce 2-3 million pounds a year. A double would be very reasonable. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Unknown View
TOP PICK LHR-X Lakeview Hotel Investment Market Call (BNN TV) 2007-07-16 $5.190 Most of their hotels are in western Canada. There is a huge amount of real estate inflation in B.C. and Alberta. Expecting the growth rate will also be very attractive through their acquisitions. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
HOLD MFC-T Manulife Financial Market Call Tonight (BNN TV) 2007-07-16 $40.070 Less sensitive to interest rates than the banks. Their ROE has stalled out. Doesn't expect it will do much in the next few months. Peter Gibson CANADIAN LARGE BULLISH Unknown View
WAIT MOL-OTC Moly Mines Ltd. Market Call (BNN TV) 2007-07-16 $6.010 Announced a higher molybdenum reserve. Stock took a big jump and he would wait to see what happens. Feels the price of molybdenum is going to go up. Expect production will commence in 2008 or 2009. Prefers Thompson Creek (TCM-T), which is less risky. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
HOLD OIL-X Oilexco Inc Market Call (BNN TV) 2007-07-16 $13.780 North Sea oil production. Has had a very good run, so it is not the best time to come in. Huge amount of cash flow coming in. Management has good foresight. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
DON'T BUY P-T (Dead) Railpower Technologies Corp Market Call (BNN TV) 2007-07-16 $0.650 Have had a delay in orders as well as a recall. Losing a lot of money every quarter. Had to raise a lot of money just to survive. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY No View
BUY PBH-T Premium Brands Holdings Corp Market Call (BNN TV) 2007-07-16 $13.480 Made a sizable acquisition, which gives them roughly 50%, EBITDA increase. Good synergies. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
DON'T BUY PCA-T Petro-Canada Market Call (BNN TV) 2007-07-16 $59.850 Stock has already moved a lot so there is not a lot of growth. Prefers smaller companies that have moved less and that will have a lot more growth. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY No View
WAIT PDN-T Unlisted Paladin Energy Market Call (BNN TV) 2007-07-16 $7.710 Uranium. Have just started to produce. This is a “go to” stock when you want uranium. Price of uranium is going down right now so stock prices dropping. Long-term, this is a good stock. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Unknown View
STRONG BUY RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2007-07-16 $49.400 Looks great. Very expensive on a PE basis but has phenomenal profit growth. Throwing off so much cash, it looks exceptional. Peter Gibson CANADIAN LARGE BULLISH No View
TOP PICK S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2007-07-16 $16.560 Has done very well, but not as well as some of the other material stocks. ROE level is around 18%. 2nd fastest profit growth in this sector and 3rd fastest within the TSX. 7.8 X PE. Peter Gibson CANADIAN LARGE BULLISH Yes View
SELL SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2007-07-16 $40.960 There is some evidence of profitability deteriorating. Peter Gibson CANADIAN LARGE BULLISH No View
PAST TOP PICK SQP-T Strongco Corp Market Call (BNN TV) 2007-07-16 $8.240 (A Top Pick Aug 8/06. Down 63%.) A dealer and servicer in heavy equipment. Have not delivered anything close to what they should have. Sold his holdings. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY No View
TOP PICK SRZ-CNSX Strategic Resource Acquisition Market Call (BNN TV) 2007-07-16 $6.450 A company in Tennessee with a zinc deposit that has been out of production for several years. They intend to bring it back by the end of this year. Should be able to produce 100 million pounds next year and 125 the following year. Trades at roughly 3 X 2009 earnings. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
TOP PICK T-T Telus Corp Market Call Tonight (BNN TV) 2007-07-16 $63.450 Underlying fundamentals are great. Great margin growth and great asset turnover growth. Cheaper than the market on a PE basis. Peter Gibson CANADIAN LARGE BULLISH Yes View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2007-07-16 $72.670 One of the risks is that bond yields rise. He expects they will hold below the 5.2% level for the time being. Their ROE has begun to accelerate. 15 X earnings is cheap relative to the TSX. Peter Gibson CANADIAN LARGE BULLISH Yes View
DON'T BUY TLM-T (Dead) Talisman Energy Market Call Tonight (BNN TV) 2007-07-16 $20.820 Profitability is deteriorating at a very rapid rate. Peter Gibson CANADIAN LARGE BULLISH No View
COMMENT UTS-T (Dead) UTS Energy Market Call (BNN TV) 2007-07-16 $6.190 Has had a big move and he would prefer Canadian Oil Sands (COS.UN-T). This would be all right in a basket of oil sand stocks that you plan to own for 10 years. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Unknown View
PAST TOP PICK WSP-T WSP Global Inc. Market Call (BNN TV) 2007-07-16 $19.250 (A Top Pick Aug 8/06. Up 57%.) Benefiting from the infrastructure boom in Canada. Just announced 2 acquisitions. Expect them to grow 10% a year in terminally plus at least 10% from acquisitions. 10% yield. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY Yes View
PAST TOP PICK WTO-T Western Oil Sands Inc. Market Call (BNN TV) 2007-07-16 $36.150 (A Top Pick Aug 8/06. Up 37.9%.) Sold his holdings because of rumours of a takeover when the stock jumped. Stock is the longer cheap. Jean-Francois Tardif ALTERNATIVE STRATEGIES BULL on ENERGY No View
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