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
  
SELL NT-T (Dead) Nortel Market Call Tonight (BNN TV) 2006-05-04 $3.060 Stock will be split. Not a fan of this company. Thinks more people will sue them and that they will continue having accounting problems. David Cockfield CANADIAN LARGE (OIL/GAS) BULL on ENERGY No View
DON'T BUY OPG-X Optimal Geomatics Inc. Market Call (BNN TV) 2006-05-04 $0.340 Has a very stable customer base that continues to grow. In the very near term, he thinks it is expensive, but when you look out over a 2-year opportunity, it is interesting. Robert McWhirter TECHNOLOGY CAUTIOUS No View
TOP PICK PD-T Precision Drilling Market Call Tonight (BNN TV) 2006-05-04 $39.500 Has a yield of 8%. Has growth. Have increased their payout. Have just contracted to build more rigs and move them to the US. David Cockfield CANADIAN LARGE (OIL/GAS) BULL on ENERGY Yes View
TOP PICK PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2006-05-04 $33.600 Trading at a significant discount to the assets that are held within the corporation. A dividend yield. Once the European liquidation is completed, and when people become aware of the amount of free capital that has been created, you might see this start to move. David Cockfield CANADIAN LARGE (OIL/GAS) BULL on ENERGY Yes View
TOP PICK RND-T Rand A Technology Market Call (BNN TV) 2006-05-04 $2.340 A reseller of a product for Autodesk (ADSK-Q) and others on the aerospace side. Earnings were $0.13 in ‘05 and are forecast to grow by 46% to $0.19 in ’06 which gives you an 11 X PE. They have about $0.70 in cash, so if you take this off the share price, then the P/E is only 8. Robert McWhirter TECHNOLOGY CAUTIOUS Yes View
BUY SW-T Sierra Wireless Market Call (BNN TV) 2006-05-04 $20.830 Ranks #10 in his model. Earnings estimates have been revised upwards dramatically by 186%. Most recent four quarters of earnings are up 58%. Going from a loss of $0.74 in earnings in ‘05 to a gain of $0.67 in ’06. Have some very interesting products currently plus some in the pipeline. Robert McWhirter TECHNOLOGY CAUTIOUS Yes View
BUY on WEAKNESS TLM-T (Dead) Talisman Energy Market Call Tonight (BNN TV) 2006-05-04 $61.850 This would be a favourite pick for him on any weakness. Likes the international aspect of this company. One of the best managements going. Would buy close to $60. David Cockfield CANADIAN LARGE (OIL/GAS) BULL on ENERGY Yes View
WAIT TZT-T (Dead) Tranzeo Wireless Technologies Inc. Market Call (BNN TV) 2006-05-04 $1.840 Relatively new company, so he does not have it in his model. Waiting for the results of a conference call today. Bought in at the IPO of $2 and has not got back to that price yet. Very good growth opportunity as they have an interesting product. Visibility by the street is virtually zero. Robert McWhirter TECHNOLOGY CAUTIOUS Yes View
BUY VRK-T Virtek Vision Market Call (BNN TV) 2006-05-04 $1.330 Ranks high, 51 out of 700 in his model. Top 5% of his database. Laser projection systems to help lay up carbon fibre is driving the strong success of the company. (Boeing uses this material for their jets) Sold out in the 4th quarter of ‘05 and 1st of ‘06 and the backlog stretches out about 9 months. Also active in housing. Earnings expected a go from $0.03 to $0.13 which gives a 9 PE. Robert McWhirter TECHNOLOGY CAUTIOUS Yes View
DON'T BUY VSM-T VSM MedTech Ltd. Market Call (BNN TV) 2006-05-04 $0.475 Ranks in the bottom 1% of his database. Earnings estimates have been revised downwards 12% in the last 90 days. Robert McWhirter TECHNOLOGY CAUTIOUS No View
DON'T BUY WED-X Westaim Corp Market Call (BNN TV) 2006-05-04 $5.560 They are still looking for joint ventures with partners. There are some doubts on their technology for flat panel screens. In the bottom 10% of his model. Robert McWhirter TECHNOLOGY CAUTIOUS No View
BUY ZL-T (Dead) Zarlink Market Call (BNN TV) 2006-05-04 $2.990 In the top 17% of his database. For Mar/07 earnings are expected to be $0.09 which is a high PE of 39. There is the possibility that the company will continue to do reorganisation which will continue to improve earnings. Robert McWhirter TECHNOLOGY CAUTIOUS Yes View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2006-05-03 $71.140 Has had an enormously good run but it is probably past its best. Has loads of cash. Maybe dead money for a while. The iPod’s a wonderful device that everyone loves. There is a strong possibility that this company and Disney will get together. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
BUY ABX-T Barrick Gold Market Call (BNN TV) 2006-05-03 $34.400 Have been letting their hedge book roll off. Their merger with Placer was a very good deal and will be able to get a lot of synergies of this. There will be a much better production profile over the next couple of years. Gavin Graham GLOBAL LARGE CAUTIOUS Unknown View
TOP PICK AL-T (Dead) Alcan Aluminum Market Call Tonight (BNN TV) 2006-05-03 $57.840 Reported spectacular first-quarter earnings which the market didn't like. They are forecasting on a global basis, a deficit in aluminum again. Expect to continue to see strong prices. Trading at 10 X ‘06 earnings. Laura Wallace CANADIAN LARGE CAUTIOUS Yes View
HOLD ARX-T Arc Resources Ltd Market Call (BNN TV) 2006-05-03 $27.000 Income trusts like this one, are going to be put into the MSCI (Morgan Stanley index) this month which will create some extra buying. Gives you an 11% yield, a large part of which is tax deferred. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
WEAK BUY BB-T BlackBerry Market Call (BNN TV) 2006-05-03 $82.870 Very volatile. Has had another patent suit. Believes that it is migrating more people to their services and will keep all the major networks. There is competition coming in. Watching it closely. This is not a “buy and hold”, but emphatically a trading stock. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2006-05-03 $27.300 Likes the dividend yield and management. The trust spin out may give the stock a bit of a pop here. There is a lot of competition on every segment of their business and she is watching that very closely. Not a lot of downside risk. Laura Wallace CANADIAN LARGE CAUTIOUS Yes View
DON'T BUY BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2006-05-03 $62.640 Banks are trading down because of interest rates. There has been a big move in the long end of the bond market. She prefers Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T) which have reasonably good value but wouldn't chase them. Laura Wallace CANADIAN LARGE CAUTIOUS No View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2006-05-03 $45.650 Likes this band. Has been moving sideways. With tightening margins and flattening yield curves, bank earnings are not being helped. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
TOP PICK BRL-N Barr Laboratories Market Call Tonight (BNN TV) 2006-05-03 $60.410 Generic drug manufacturer. Earnings are growing in the 20/25% range. Generics are the beneficiaries of the push to control the accelerating healthcare costs in the US. Have a good record of acquiring new generics and delivering them in a very cost effective way. No debt on the balance sheet. Great operating margins in the 35/38% range. Laura Wallace CANADIAN LARGE CAUTIOUS Yes View
TOP PICK CCO-T Cameco Corporation Market Call (BNN TV) 2006-05-03 $46.440 Valuation looks high at 53 X PE but it does not reflect the full value. Owns uranium power plants, a uranium pellet maker, a gold mine in Kurdistan. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
HOLD CF-T Canaccord Financial Inc Market Call (BNN TV) 2006-05-03 $23.250 Brokers are a leverage play. Enormously volume driven business. During a really good job in the UK. If you own, consider taking some profits. Gavin Graham GLOBAL LARGE CAUTIOUS Unknown View
TOP PICK CIX-T CI Financial Corp Market Call (BNN TV) 2006-05-03 $31.930 This is a story of continuing growth in earnings. Gives a 2.25% yield. A consolidator in the Canadian mutual fund business. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
PAST TOP PICK CP-T Canadian Pacific Rail Market Call (BNN TV) 2006-05-03 $60.770 (A Top Pick Jan 31/06. Up 10%.) Somewhat economically sensitive. The whole scenario is looking pretty good and they are executing very well. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
DON'T BUY CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2006-05-03 $63.250 Has had a couple of issues facing it recently. The latest earnings were a little disappointing and the CEO resigned unexpectedly. Would be a little cautious here. Laura Wallace CANADIAN LARGE CAUTIOUS No View
DON'T BUY F-N Ford Motor Market Call (BNN TV) 2006-05-03 $6.780 They don't make any money selling carers in the US. Their cost structure is so high that they lose $1500/2000 on each car. Gavin Graham GLOBAL LARGE CAUTIOUS No View
BUY G-T Goldcorp Inc Market Call (BNN TV) 2006-05-03 $41.940 This company looks really good. Has been the big winner from the Barrick/Placer merger by getting a mine adjacent to their own which allows them to double production. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
TOP PICK IGM-T IGM Financial Inc. Market Call Tonight (BNN TV) 2006-05-03 $51.950 First pretty interesting value here. Holding its own in the mutual fund wars against the banks. It is Canada's largest independent mutual fund company. Likes the dividend yield of 3.2% and the dividend increases which have grown at 15% over the last 10 years. Laura Wallace CANADIAN LARGE CAUTIOUS Yes View
WATCH L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2006-05-03 $55.600 The multiple will not increase until investors are convinced that they have solved their logistic problems and everything is working. Continuing to evaluate because it is a really good company. They are making investments in the future. Probably the premier retailer in Canada. Laura Wallace CANADIAN LARGE CAUTIOUS No View
BUY MSFT-Q Microsoft Market Call Tonight (BNN TV) 2006-05-03 $23.170 Reported earnings which had gone up quite dramatically, but the stock dropped. Feels that the Vista is a delay, not an elimination. The company is well positioned with the launch of new products to ramp up earnings. Laura Wallace CANADIAN LARGE CAUTIOUS Yes View
BUY NA-T National Bank of Canada Market Call (BNN TV) 2006-05-03 $61.740 Has been moving sideways. With tightening margins and flattening yield curves, bank earnings are not being helped. This one has been one of the strong performers. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
BUY NEM-N Newmont Mining (US) Market Call (BNN TV) 2006-05-03 $56.080 The largest unhedged producer of gold. The only gold stock in the S&P. The short-term pullback is a really good opportunity to buy lots. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
BUY PAA-T Pan American Silver Market Call (BNN TV) 2006-05-03 $25.400 If you like gold, you should like silver. One of the best run companies. There is a new silver ETF (SLV-A) which will create more interest in the commodity. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
HOLD PCA-T Petro-Canada Market Call Tonight (BNN TV) 2006-05-03 $54.330 Good company. Had a very messy quarter, lots of noise in the quarter. All oil stocks are in a very tricky place right now. The price of oil is bouncing up, not on fundamentals but probably based on political uncertainty. Stocks are going to be very volatile. Laura Wallace CANADIAN LARGE CAUTIOUS No View
DON'T BUY PMT-T Perpetual Energy Market Call (BNN TV) 2006-05-03 $20.000 Has not been holding its own. Off 9/10% this year. Has a short reserve life. One of the casualties of the high grading of the income trust market. Good yield at 14.5%, but a riskier trust. Gavin Graham GLOBAL LARGE CAUTIOUS No View
PAST TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2006-05-03 $34.100 (A Top Pick Jan 31/06. Up 2%.) All the underlying businesses are doing very well although this has done nothing. You get a 2% yield while you wait. They raised their dividend again. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
BUY SLF-T Sun Life Financial Inc Market Call (BNN TV) 2006-05-03 $46.170 Stock price has dropped giving an opportunity to buy. Getting a 2.4% yield. This is a big play on strong mutual fund sales in the US which is doing pretty well. Much less interest rate sensitive than the banks. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
HOLD SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2006-05-03 $46.170 Feels that the stock has come off because the quality of earnings was not terrific. Part of the good increase was due to assumptions that management made. Have a little more exposure to credit losses than other insurance companies. Still thinks it is reasonable value here. Laura Wallace CANADIAN LARGE CAUTIOUS No View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2006-05-03 $97.220 A very likely takeover target because it has oil sands. A perfect match for somebody who wants oil sands exposure. Really well managed. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
HOLD TLM-T (Dead) Talisman Energy Market Call Tonight (BNN TV) 2006-05-03 $63.920 Good international exposure. All oil stocks are in a very tricky place right now. The price of oil is bouncing up, not on fundamentals but probably based on political uncertainty. Stocks are going to be very volatile. Laura Wallace CANADIAN LARGE CAUTIOUS No View
BUY TRI-T Thomson Reuters Corp Market Call Tonight (BNN TV) 2006-05-03 $45.410 Has been in a very tight trading range for the last five years. The latest earnings release was quite a favorable surprise. Posted organic revenue growth in the 9% range which was well above expectations. Feels that it is finally starting to realise returns on all the investments it has made over the last five years. Laura Wallace CANADIAN LARGE CAUTIOUS Yes View
BUY TRP-T Trans Canada Corp Market Call (BNN TV) 2006-05-03 $32.680 It is down 11% which creates a great buying opportunity. Gives a 3.9% yield. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
BUY WFS-T World Financial Split Corp. Market Call (BNN TV) 2006-05-03 $12.060 This is the fund that buys the 15 biggest banks. You get the A shares which gives you the capital gain and the B shares which give you the yield. If you like banks, this is not a bad place to be. Gavin Graham GLOBAL LARGE CAUTIOUS Unknown View
PAST TOP PICK WN-T George Weston Ltd. Market Call (BNN TV) 2006-05-03 $85.550 (A Top Pick Jan 31/06. Up 6%.) A cheap way to own Loblaws. There has been no change in its fundamentals. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
BUY WTE-T Westshore Terminals Inc. Market Call (BNN TV) 2006-05-03 $10.520 A volume story based on the amount of coal shipped out of its terminals. Volume has dropped. Expect to see substantial growth in earnings when coal prices rise and volume goes up. In the meantime, you get 11% yield. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
BUY X-T TSX Group Market Call (BNN TV) 2006-05-03 $46.480 Dropped a little bit because they said they were going to cut the fees. 2.9% yield. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
COMMENT XIU-T iUnits S&P/TSX 60 ETF Market Call (BNN TV) 2006-05-03 $68.730 Q: Has 30% financials and 70% commodities. Would buying a “put” on this be a good way of balancing his portfolio. A: A smart question. To hedge yourself on the downside, this is not a bad idea. Don't expect to make money on it. It's a loss/risk reducer. Would suggest a pharmaceutical ETF instead. Gavin Graham GLOBAL LARGE CAUTIOUS Unknown View
TOP PICK Y-T Yellow Media Inc Market Call (BNN TV) 2006-05-03 $16.180 Made a good acquisition which gives them the rest of Canada. Yield is 6.4%. Gavin Graham GLOBAL LARGE CAUTIOUS Yes View
DON'T BUY ABH-T (Dead) AbitibiBowater Inc. Market Call Tonight (BNN TV) 2006-05-02 $4.550 Dead company walking. They have had a rough ride and he doesn't see it changing anytime soon. The pulp business is a lousy business in the paper business is just as bad. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY ACE-T (Dead) Ace Aviation Holdings Inc. Market Call (BNN TV) 2006-05-02 $31.030 B Shares. Have done well even with high input costs. If the input costs back off, they should do even better. There was a higher low at the end of 2005. Would probably prefer WestJet (WJA-T). Bill Carrigan TECHNICAL ANALYSIS BEARISH No View
TOP PICK AL-T (Dead) Alcan Aluminum Market Call Tonight (BNN TV) 2006-05-02 $58.710 Seems like all the stars are aligning for this company. They have done a lot of the synergistic savings that they said they would. Aluminum prices are nice and high. Other suppliers are having problems and demand seems to be increasing. Sees it as a $70/75 stock. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC Yes View
DON'T BUY ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2006-05-02 $25.670 Had lower margins on its gasoline. US consumers feels there is a conspiracy on gasoline prices which makes it very difficult for companies like this to raise gas prices. The stronger Canadian dollar has also hurt them. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
HOLD AUR-T (Dead) Aur Resources Market Call (BNN TV) 2006-05-02 $17.040 This one had consolidation in 2004/2005 which is when you should have entered this stock. Wouldn't buy at this level. If you own, draw a trend line and don't let it drop below that. Bill Carrigan TECHNICAL ANALYSIS BEARISH No View
SELL BB-T BlackBerry Market Call Tonight (BNN TV) 2006-05-02 $82.360 More patent problems. Good time to step aside. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
DON'T BUY BVI-T Black Rock Market Call (BNN TV) 2006-05-02 $17.930 Had a long uptrend and is now spiking. If you own, hold and enjoy the ride. Bill Carrigan TECHNICAL ANALYSIS BEARISH No View
HOLD CL-N Colgate Palmolive Market Call (BNN TV) 2006-05-02 $59.380 There is an uptrend in place. Likes US stocks at the moment. This is a place you want to be. Bill Carrigan TECHNICAL ANALYSIS BEARISH No View
DON'T BUY CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2006-05-02 $82.640 The new enhanced dividend tax credit will be good for all the banks. A dividend of 3% will leave you with after-tax of 2.4% which is equivalent to a bond yield of about 4.75%. Had a terrific run which he thinks is just about done. Prefers Bank of Nova Scotia (BNS-T) and others. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2006-05-02 $63.750 A little disappointed to see the changes in the boardroom but it's a company with a lot of bench strength and a lot of talent. Likes this stock. One of the premier retailers in Canada and is a nice counter recessionary name. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC Yes View
BUY ECA-T Encana Corp Market Call Tonight (BNN TV) 2006-05-02 $57.690 Its holdings in the oil sands is not been recognised so you pretty much get them for free. There is talk that this would be spun out. There is $10/15 unrecognised value in this stock. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC Yes View
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