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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
  
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-18 $0.020

Alibaba?  Read the perspectus.  The Chinese government is hugely involved in the company and he does not understand the company.  Maybe give it a few years.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-18 $0.020

Gold.  Was doing well until two months ago and then we had a sharp rise in the US dollar so gold broke down from $1350 to $1226.  You don’t often get such a sharp move enduring for a long period of time so he thinks gold prices should turn around in the next month or so.  Seasonally he would expect it to turn around in November.

Nick Majendie CANADIAN LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-18 $0.020

Markets.  Over the last 50 years from the mid-term US election through to the spring, this is the strongest period of market gains for the whole 4 year cycle.  After the election the Fed usually increases interest rates.  The next two years should look decent from that perspective.  There are lots of risks out there and Europe has been in recession, but he has been asking the banks in Toronto when they see the end of the cycle and they don’t see it.  You would have to have some nasty shock to put us into recession like a sharp increase in oil prices.  Historically the 4th quarter has been double digit gains.  You have to be selective in the stocks you buy.  Some of the commodity areas have been under pressure and there is starting to be value there.

Nick Majendie CANADIAN LARGE SELECTIVE _N/A View
HOLD AGF.B-T AGF Management (B) Market Call (BNN TV) 2014-09-18 $11.400

Can’t tell if the dividend is getting cut in half.  The mutual fund business is good right now.  It may be time for them to start looking to sell the company.  There is a risk with the high fees that these guys are charging.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2014-09-18 $11.780

This is a non-story.  It is speculative.  He is attracted to turn-arounds, but not like this.  Prefers AAPL-O.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK BCR-N Bard C R Inc. Market Call (BNN TV) 2014-09-18 $146.880

This hit his screen.  There is no real volume, however.  Single use medical products.  80-85% of revenues are high margin and annuity like.  Ripe for the picking by a JNJ or Abbot Labs. There are not a lot of opportunities for them to grow.  Buying back a ton of stock, but not raising dividends.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-09-18 $13.260

(Top Pick Sep 16/13, Up 7.90%) Still likes it very much.  They did everything he thought they would do.  It is at a very good level to be adding to it again.  He re-recommends it.  He thinks the price of oil and the US dollar will both stabilize over the 4th quarter.

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-09-18 $72.940

Would prefer the Canadian banks to the US.  Recent results disappointed in terms of the mix of where the earnings came from.  Expects 8-9% returns next year.  TD-T management has impressed him the most over time, but RY-T have done very well also.

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
TOP PICK BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2014-09-18 $23.300

(Top Pick Sep 16/13, Up 22.34%) It is selling at quite a discount from its IFRS value.  Thinks they will soon get much more Canadian and US analyst coverage.  Thinks it is a good purchase.  Excellent dividend growth going forward.  They have extremely high quality real estate assets.  Geographically they are diversified.  Ultimately they will be one of the few global ‘go to’ real estate companies.  Expects 7-8% increases in distribution yearly.

$26 Nick Majendie CANADIAN LARGE SELECTIVE Yes View
BUY BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-09-18 $43.350

They just increased the dividend 9%.  The stock has not done as well as the fundamentals suggest it should have done. 

Mid-$50s Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
WATCH CBI-N Chicago Bridge & Iron Co. Market Call (BNN TV) 2014-09-18 $62.220

Speculation that they are manipulating the earnings.  It is a play on LNG and the infrastructure that has to be built.  These guys are a pure play on this.  He is thinking about this one.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY CCT-T Catamaran Corp Market Call (BNN TV) 2014-09-18 $51.140

Exchange for buying pharmaceuticals.  There is a lot of risk because the contracts are really short.  There are positives, but the valuation is too high.  Prefers express scripts.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
WEAK BUY CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-09-18 $106.880

It is quite likely to split soon.  Likes it.  It has done very well.  He would not buy it aggressively at these levels today.  He would prefer RY-T and BNS-T in terms of which one would give the best overall return in the next year.

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
HOLD CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-09-18 $82.010

CP-T and CNR-T both had huge runs.  Some investors may have got carried away in the short term.  Marginally prefers CP-T over CNR-T, but he would not look for huge gains in the short term.  Thinks this is a stock you can put away and forget about.

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
BUY COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2014-09-18 $21.500

Likes the long term prospects very much.  Their two cap-X projects will stop spending money by the end of this year and there will be lots of extra free cash flow.  It yields fairly nicely so you will get incremental income from it.

$24+ Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
HOLD CVE-T Cenovus Energy Market Call (BNN TV) 2014-09-18 $31.790

Oil has come down, but take the exchange rate into account and these guys are going to make money.  Prefers CNQ-T and SU-T however.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD DII.B-T Dorel Industries Market Call (BNN TV) 2014-09-18 $34.750

Their big focus now is on bicycles.  They are making an acquisition in Brazil to even out the seasonality.  He likes it and bought it last year, likes the fundamentals and is willing to wait for it.  3-4% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
BUY on WEAKNESS ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-09-18 $24.410

He is impressed with what the new management has done since they have been in place.  He is surprised they sold the remainder of their prairie royalty.  Thinks they are cashing up ready for an acquisition.  He is looking at adding it on weakness.

Nick Majendie CANADIAN LARGE SELECTIVE No View
BUY EMA-T Emera Inc Market Call Tonight (BNN TV) 2014-09-18 $33.920

Some utilities have been perceived to not be growing unless they are raising their dividend.  This one is an exception.  They are growing.  They should raise their dividend next year.  It makes sense to add it here. 

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
DON'T BUY ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-09-18 $21.260

Likes it, but would not add to it at current levels.  Well run and has a good game plan.  BNP-T and BXE-T and COS-T are preferred.

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
BUY F-N Ford Motor Market Call (BNN TV) 2014-09-18 $16.580

Should have bought over GM-N.  They lowered earnings this year so that is why it has not done well.  But the sun is shining and hay is being made.  There is still more upside for these names.  They rolled out more models this year than ever before so maybe the next two years will be better than ever.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2014-09-18 $34.400

Don’t sell it at these levels as you will get 10% overall returns including the dividend.

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
BUY G-T Goldcorp Inc Market Call Tonight (BNN TV) 2014-09-18 $26.630

Been under pressure as gold has for the last two months.  Not sure how long it will take to run its course.  Interviewed management a few weeks ago and depending on the timing of the various cap-X, they may be in a position to increase the dividend in the first half of next year if gold prices don’t fall further.  It is his top choice in the area, although he is not that eager for this sector.

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
PAST TOP PICK GM-N General Motors Corporation Market Call (BNN TV) 2014-09-18 $34.030

(Top Pick Oct 09/13, Up 2.33%) Hated hearing about the recalls.  It is a black mark on the company.  Emerging market opportunities are tremendous and he is looking 3-5 years out.  He is positive on this one.  They are generating a log of free cash flow.  Dividend probably won’t go higher next year.  Fat dividend, low valuation.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
WEAK BUY HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2014-09-18 $10.350

He is optimistic on the outlook for zinc.  He would prefer to play it through TCK.B-T, but he likes this company very much.  You have to be patient with it.  It is likely to go sideways over the next 6 months.

$20 Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
DON'T BUY HCLP-N Hi-Crush Partners LP Market Call (BNN TV) 2014-09-18 $62.700

Came out of nowhere.  Fracking play.  High quality sand.  The valuation does not make any sense.  This is a thematic, a one trick pony type of company.  It makes him nervous.  Prefers oil and gas producers.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
BUY HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2014-09-18 $22.180

REITs are attractive given that interest rates will not go up any time soon.  These are fairly safe investments.  Likes this one among others.  Sees no issues with owning these companies.  Yield should not go higher, however.  He prefers these to bonds. 

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK HWD-T Hardwoods Distribution Market Call (BNN TV) 2014-09-18 $10.930

(Top Pick Oct 09/13, Up 31.11%) A big play on the housing market in the US.  They are nowhere near normal levels.  They have great exposure.  Big fat margins and a great play on the US housing market.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
PARTIAL SELL IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2014-09-18 $37.990

He doesn’t see it moving much to the up side in the short term.  Very good long term hold with good growth potential.  He suggested the caller take some partial profits here.

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
TOP PICK JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2014-09-18 $61.320

US financials are being held back by regulation and low interest rates.  Buying back stock, great balance sheet.  Earnings potential well beyond $6 next year.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
BUY KPT-T KP Tissue Inc Market Call (BNN TV) 2014-09-18 $16.500

Ran into higher costs that all hit them at the same time.  Input prices and product prices both rise and fall frequently.  These guys are more worried about the next 5 years.  They have a great relationship with Wal-Mart.  They need to create more supply.  Dividend should go higher next year.  Great dividend.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
BUY KRFT-Q Kraft Foods Group Market Call (BNN TV) 2014-09-18 $57.440

Used to own it.  Prefers SAP-T Cheese.  More excess cash flow.  He likes food companies.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH No View
BUY MCD-N McDonalds Market Call (BNN TV) 2014-09-18 $93.480

There is no sense of urgency for the management to right the ship.  The earnings have not gone anywhere in years and are manufactured because of share buybacks.  If an activist came in and cuts costs and did more franchising there could be a material upside, and then they have to work on the menu.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-09-18 $119.040

The earnings have doubled or tripled in the last 3 years, so it doesn’t matter that the valuation has done the same.  Generating lots of positive free cash flow.  Opportunities are in emerging markets.  Look at the value, not the price.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
HOLD MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-09-18 $119.040

Don’t buy more at current levels.  Likes the auto replacement story.  People were deferring auto purchases after the financial crisis.  Likes the balance sheet and they have a pile of cash for potential acquisitions. 

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
PAST TOP PICK ORCL-N Oracle Market Call (BNN TV) 2014-09-18 $41.550

(Top Pick Oct 09/13, Up 30.49%) They had missed earnings.  A great stock had fallen 10 or 15%.  Earnings out tonight, but he does not care what they are.  They should be buying back stock and raise dividends, but they want to make acquisitions.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2014-09-18 $52.070

(Top Pick Sep 16/13, Up 69.97%) They have a lot of committed capital in terms of expansion.  It has gone pretty far, pretty fast so don’t put any new money into it.  They will continue to increase the dividend if you hold on to it.

$55 Nick Majendie CANADIAN LARGE SELECTIVE Yes View
STRONG BUY PWF-T Power Financial Corp Market Call (BNN TV) 2014-09-18 $35.960

None of the insurance companies raised dividends until this year.  This is the opportunity.  Finally we are going to see performance.  He has been buying this hand over fist.  You can own this or POW-T.  See dividend increase next year for both, even this year maybe.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
BUY RY-T Royal Bank Market Call Tonight (BNN TV) 2014-09-18 $83.110

This is the bank with his best 1 and 3 year return targets.  12-13% for this year. 

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
PARTIAL SELL SLF-T Sunlife Financial Market Call Tonight (BNN TV) 2014-09-18 $42.010

He sold some recently because he felt it might go sideways over the next while.  Well run company, but thinks there is more upside in the banks right now.  Unlikely to increase the dividend for the next while.

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
BUY T-T Telus Corp Market Call (BNN TV) 2014-09-18 $39.210

Getting into medical technology software.  He does not know if this will move the needle.  Loves how they tell you what will happen with the dividend.  He is a buyer and bought today for new clients.  Sees dividend going much higher in the future.  Likes the reasonable valuation and certainty of the cash flows going forward.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK TA-T Transalta Corp Market Call Tonight (BNN TV) 2014-09-18 $12.020

Hit lows last week going back to 2000.  They have a new director from ARC Energy.  Having cut the dividend they are executing well in terms of operational efficiency and new projects.  It is selling at the cheapest cash flow multiple in 25 years.

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
TOP PICK TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-09-18 $23.290

Coal has been under pressure lately, but he expects it is bottoming.  Don’t look for anything dramatic for a couple of quarters.  Copper is also bottoming out and zinc looks pretty good.  When Fort Hills comes on line you will see an increase in value.

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
BUY TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-09-18 $8.650

A good time to get in.  There was a disappointment on the most recent earnings.  September is a good time to get in at the beginning of the drilling season.

Nick Majendie CANADIAN LARGE SELECTIVE Unknown View
BUY TFI-T TransForce Inc. Market Call (BNN TV) 2014-09-18 $27.290

Trucking, but diversified into shipping, packaging, waste hauling and waste management.  Just made an acquisition.  Chart goes straight up.  Lovely numbers from FedEx the other day and no reason this one should not follow suit.  There is a bit of a trading opportunity right here.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
SELL THI-T Tim Hortons Market Call (BNN TV) 2014-09-18 $88.280

He is so upset that they are getting taken over.  He sold out a few weeks ago.  Does not want to hold it in a leveraged buyout.  He signed up to buy Tim Horton’s, not Burger King.  Think carefully before you decide what to do.  There are much more risks in this story than there were.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD TRP-T Trans Canada Corp Market Call (BNN TV) 2014-09-18 $60.810

Doesn’t think they have any publicly traded subsidiaries.  The stock has had a beautiful run.  Keystone? – who cares.  People are paying for certainty of cash flows.  Have great assets.  Would not buy at this level, but he holds it.  He has to provide income for his clients and does not want to own bonds so he has these.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
BUY VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2014-09-18 $66.780

He sold some higher up.  Likes the management.  It is very well run.  The decline is due to the price of Brent.  Gas prices in Europe have been declining somewhat.  He would consider adding to it at these levels and he is looking at doing that himself.

Nick Majendie CANADIAN LARGE SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-17 $0.020

Markets. This may be the 2nd inning of a huge secular bull market in the US$. The performance of the US$ relative to the $index is the best it has been in 17 years. Today it made an eight-year high against the Japanese yen. He loves long-term secular trends. He showed a chart going back to 1997, which shows a long-term bull bottom forming on the US$. Once it passes new highs, the world will wake up and portfolio managers globally will be allocating assets back to the US. There is a lot of good, long-term news coming in that is beneficial to the US$. Europe is certainly a basket case economically, and will be for quite some time. The Japanese certainly want to engineer the yen lower. His client holdings is up to about 45% in US$ equities, this was actually zero 2 years ago.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-17 $0.020

Alibaba IPO. Rumour is that this will open in the $60-$70 range. He tried, but couldn’t figure out the fundamental value of this. He has it coming with a valuation of EBV+7, which is very, very expensive. Until he gets a final balance sheet, and one or two quarters down the road, he is taking a wide step away from this. He has been playing this through Yahoo (YH00-Q). He would buy Yahoo instead.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-17 $0.020

Economy. Federal reserve is unwinding its money printing, Europe is accelerating it and Japan is doing the same thing. There is a ton of new money being created in the system. As we saw with QE 1, QE 2 and QE 3, it is impossible to tell in advance exactly where that money is going to be channelled. It doesn’t stick. There are no capital controls. Liquidity is going to continue to be tremendous. She continues to be bullish on equities, more so than on bonds and more so on North American equities.

Christine Hughes NORTH AMERICAN BULLISH _N/A View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2014-09-17 $101.580

In terms of the area of the market that this is in, NASDAQ has proven itself over the last several months to continue to be the leader through this mid-cycle turn. The sector has a lot of things going for it. The refresh for Apple is going extremely well. If you own, she would continue to ride it.

Christine Hughes NORTH AMERICAN BULLISH Unknown View
TOP PICK ABT-N Abbott Labs Market Call (BNN TV) 2014-09-17 $43.380

His model price is $48.91, a 14% upside. Saw that they are going to spin off another company, the gift that keeps on giving. He loves large-cap drug companies. Yield of 2.02%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
HOLD AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-09-17 $8.620

This is only part way through its turnaround story. Cheap relative to the history of airline stocks and current peer valuations in the US. Lots of good things are happening and she would be patient with this.

Christine Hughes NORTH AMERICAN BULLISH Yes View
COMMENT AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2014-09-17 $37.270

Gold has been in a bear market. If his scenario is right in terms of the US$, gold bullion will struggle here and certainly will not move higher because it trades opposite to the US$. A lot of these companies have to get their costs back into line. He would love to see this one come back more.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
BUY BAC-N Bank of America Market Call (BNN TV) 2014-09-17 $16.770

This one just came out of the blue (his strategy) last week. His model price is $19.17, a 15% upside. The market is saying that they finally believe in its balance sheet. They have $2 trillion in assets, so it is very important that the market gives it’s A-OK.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2014-09-17 $12.100

Loves this company. Bought this when it came down to the $7 range. Doesn’t have a model price. They will be launching a new phone this fall and he thinks security will be one of the main issues going forward.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2014-09-17 $47.930

This is an interest sensitive stock. Has a yield of over 5%. His model price is $36.97, a negative 23% above what he considers Fair Value.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
PAST TOP PICK BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2014-09-17 $42.300

(A Top Pick Dec 10/13. Up 46.86%.) They have continued with rolling up collision repair shops, so each acquisition that they make, they bring it under the fold and immediately the insurance companies start sending business to the new shops. Because of this, same-store sales go up immediately. Also, the freezing cold winter created a lot of collisions.

Christine Hughes NORTH AMERICAN BULLISH Yes View
HOLD CHE.UN-T Chemtrade Logisitics Inc. Market Call Tonight (BNN TV) 2014-09-17 $20.950

This is a great company to be holding. Its main business lines are very, very stable. A very GDP type of growth, so it is not volatile. Because of this, the dividend is very secure. Made a sizable in-market acquisition last year and those synergies have yet to come through. You are earning 5% just waiting for the synergies to kick in.

Christine Hughes NORTH AMERICAN BULLISH Yes View
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