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
  
PAST TOP PICK AD-T Alaris Royalty Market Call Tonight (BNN TV) 2016-12-05 $23.000

(A Top Pick Dec 7/15. Up 6.72%.) Great long-term growth story, that went through a bit of a hiccup in the last year. Has been buying in the last month. This has been operating and growing continuously for 13 years. This may be the 1st year that they end up with flat, too little bit down, earnings. Pays a 7%+ dividend, and trades at around 12X earnings, and at 1 or 2X Book. Good management.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
HOLD ALSN-N Allison Transmission Holdings Market Call (BNN TV) 2016-12-05 $32.660

He still likes and owns it.  Some businesses have been challenged and some are doing well.  At some point you burn through heavy duty transmissions and they have to be replaced.  The conversion to electric vehicles will require capital expenditures on the part of these companies.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK ANTM-N Anthem Inc Market Call Tonight (BNN TV) 2016-12-05 $144.090

This has been a long term holding for him, and has done really well owning it. He took some profits about 1.5 years ago during the merger mania, when this company announced its merger with Cigna, and since that time you can see the peak, and the stock has tailed off until just recently. The Obama administration were really pushing back against mergers, and there is a much better prospect that the mergers will go forward. The stock is really cheap trading at 12X earnings, and it should trade closer to a market multiple. Dividend yield of 1.8%. (Analysts’ price target is $155.88.)

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
DON'T BUY ATD.B-T Alimentation Couche-Tard (B) Berman's Call 2016-12-05 $60.590

It recently broke a support level and formed a double top.  It is now starting to underperform the market.  This is not a good sign.  For the next three months you should look for better opportunities elsewhere.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2016-12-05 $21.840

(Market Call Minute.) He likes the US banks.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
HOLD BCE-T BCE Inc. Market Call (BNN TV) 2016-12-05 $57.660

It sold off a bit recently due to rates moving higher.  It is a fairly mature business.  It is not attractive enough to him on a free cash flow basis.  The dividend is sustainable, however.  Don’t move out of it into banks.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE No View
BUY BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2016-12-05 $42.480

They are very good at what they do.  They put a lot of money to work in Brazil because they found bargains there.  The stock is not as cheap as it was, but they can sustain AFFO. 

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2016-12-05 $27.880

It is a well run real estate platform.  He owns others in the family.  They are very good at what they do.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT C-N CitiGroup Market Call Tonight (BNN TV) 2016-12-05 $57.280

One of the largest banks in the US, and in the world. This sector is probably a good area to be involved in for the next year or so. US banks were under a bit of pressure with a slower than expected rise in rates. Now, with a Trump victory, the prospects are for slightly faster growth. Has a relatively low dividend level, but it is a safe dividend and you are likely to see increases in the coming years.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2016-12-05 $0.010

(Top Pick Sep 7/16, Flat) He would have preferred more money deployed.  He is holding 30% cash in his funds.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK CASH CASH Market Call (BNN TV) 2016-12-05 $0.010

Downside protection is very important.  He only invests in equities he believes in and that have a good risk/return profile.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
HOLD CCO-T Cameco Corporation Berman's Call 2016-12-05 $12.950

It has been in a distinct downward trend for years.  Last year it did not do anything.  This year we have mild encouragement.  It is trying to bottom.  Short term momentum indicators are positive.  It moved above the 50 and 20 day moving averages. 

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2016-12-05 $12.950

For a 5+ year hold? On a 5-year basis, even on a 1-year basis, he would say this is definitely a Buy. It has undergone a fair bit of pressure in the last year, which has to do with the Spot uranium price, which has been very, very weak. Also, they are going through a tax battle with revenue Canada.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY CET-T Cathedral Energy Services Market Call Tonight (BNN TV) 2016-12-05 $0.510

There is starting to be some interest in oilfield services. His initial reaction is to continue to stay away. A lot of these companies are continuing to lose a fair bit of cash. A lot of stocks are starting to turn in anticipation of improving conditions. While drilling activity has started to pick up, and there are talks of potential price increases at the field level, it will be a muted approach and a muted response in pricing, which will restrain profitability for quite a while. Essential Services (ESN-T) would be a more substantial, safer pick in this area.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
HOLD CNR-T Canadian National R.R. Market Call (BNN TV) 2016-12-05 $89.920

It is a great company.  He has a small position.  He has a lot of respect for the management.  They are truly a machine.  Valuation is keeping him from increasing his position.  CP-T had more potential improvements so increased more.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY COST-Q Costco Wholesale Market Call (BNN TV) 2016-12-05 $151.770

A great business.  You are very protected from the Ecommerce threat.  They have enormous amounts of purchasing power.  They make a huge amount of their profit through the member fees.  It is a very defendable business.  He wants to own it but is being patient about the price.  We are not too far off.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE No View
BUY CP-T Canadian Pacific Rail Market Call (BNN TV) 2016-12-05 $201.120

He likes rails.  They are unreplicatable networks.  They are diversified.  But at any given point you have things that are working and things that are not.  Autos are at cyclical peaks.  Grain will rebound.  He thinks you will get double digit earnings growth going forward.  But it won’t be in a straight line.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
SELL CRH-T CRH Medical Corp. Market Call Tonight (BNN TV) 2016-12-05 $7.530

A good little Canadian medical story. Operates primarily in the US, and has been rolling up some healthcare services. He is cautious in this area right now. The US health business is pretty complicated right now, as there are a bunch of pieces to it, unlike the Canadian system. One segment of this company has a fair bit of “off network” business, which pays much better than being paid by Medicare and Medicaid, but sometimes it is hard to get paid, as insurers take their time. Companies like this could be under a bit of pressure next year, so he would be cautious. At this point he wouldn’t be owning it.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
SELL ON STRENGTH CWB-T Canadian Western Bank Berman's Call 2016-12-05 $29.500

Banks have been coming out with strong fourth quarter results and this one is about to report.  Technically this is in an upward trend.  It looks okay.  Banks usually move higher from August until the end of November.  This is usually the time to take money off the table.  Look for such an opportunity to sell on strength over the next couple of weeks.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2016-12-05 $18.150

(Market Call Minute.) He likes this and thinks it is going higher over the next year.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK EFN-T Element Fleet Management Market Call Tonight (BNN TV) 2016-12-05 $11.780

(A Top Pick Dec 7/15. Down 9.54%.) Broke into 2 pieces. One is Element Financial and the other is Element Fleet Management (EFN-T), North America’s biggest fleet management. The other is ECN Capital (ECN-T) with railcar and equipment leasing. They missed in the last quarter which is why the stock seemed a little weak, but the long-term growth story in both companies is excellent, and he has been adding both to his portfolio.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
DON'T BUY EMA-T Emera Inc Berman's Call 2016-12-05 $44.200

These stocks tend to underperform this time of year.  EMA-T is in a distinct down trend, breaking to new lows.  It is below the 20 day moving average and momentum indicators are negative.  There have to be better opportunities.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT ESN-T Essential Energy Services Ltd. Market Call Tonight (BNN TV) 2016-12-05 $0.600

An oilfield services company. Longer-term, he likes this. They are the Western Canadian leader in the coil tubing service business. Long-term, there is a good opportunity in this space. In the short term, he would be a little bit cautious on the entire services space. Profitability is pretty muted.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
WATCH EWW-N iShares MSCI Mexico E.T.F. Berman's Call 2016-12-05 $43.700

It is in a distinct downward trend, not performing as per seasonality.  There are some signs of bottoming, but you want more conforming technical evident before entering.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
BUY FFH-T Fairfax Financial Market Call (BNN TV) 2016-12-05 $627.280

Management has done a very good job.  It was a difficult few years for them.  You are able to buy them at a more attractive price than previously.  You won’t get outsized returns but it is positioned to withstand pretty big shocks in the system.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
COMMENT FLY-X Flyht Aerospace Solutions Market Call Tonight (BNN TV) 2016-12-05 $0.195

He likes this very much. Things are going great for them. Their Chinese business has been a particularly bright area. Potentially it looks to accelerate some more next year. With increasing pressure for increased regulation, at some point in the next 2-3 years, you could see something happen that would accelerate adoption in some of their solutions. It is likely going to finish the year profitably.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
TOP PICK FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2016-12-05 $13.990

An oil/gas royalty company, one of the larger ones in Western Canada. Trading at a discount to its closest comparable, PrairieSky (PSK-T). Dividend yield of 3.43%, and he thinks it could increase next year. (Analysts’ price target is $15.61.)

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
DON'T BUY GLNG-Q Golar LNG Ltd Market Call Tonight (BNN TV) 2016-12-05 $24.500

Hasn’t looked at this for a while. He’s just started doing some work on LNG, as there might be some opportunities. He is looking at Cheniere, which has a new liquids action terminal on the Texas Gulf Coast for exporting North American gas offshore. Golar’s primary business is tankers that take LNG across the oceans. A pretty volatile stock. Like a lot of the shipping businesses, there are really big capital assets in a ship, typically heavily debt levered, and the rates move like crazy depending on supply/demand. Shipping might be a little bit oversupplied, so he is not interested in that area. Longer-term, LNG is a growth business.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
COMMENT HD-N Home Depot Market Call (BNN TV) 2016-12-05 $129.680

A very well run company, but you are paying quite a bit for it.  It can take quite a while to grow into it.  We are a number of years into the housing turnaround.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE No View
BUY JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2016-12-05 $83.260

(Market Call Minute.) J.P. Morgan (JPM-N) or Wells Fargo (WFC-N)? He likes both, but in the near term, Wells Fargo has some issues, so he would go with this one.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
BUY L-T Loblaw Companies Ltd Market Call (BNN TV) 2016-12-05 $69.390

He owns both L-T and WN-T.  They have done a great job of being more efficient and integrating Shoppers.  They generate a healthy amount of cash.  It is not dirt cheap, but you can get it at an attractive price.  Buy it and leave it.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
COMMENT LNR-T Linamar Corp Market Call (BNN TV) 2016-12-05 $56.250

The auto parts space is pretty depressed.  A lot of people are concerned about where we are.  The auto industry is cyclical.  MG-T gives you better diversification.  A lot of these stocks are cheap, but be cautious. 

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE No View
HOLD MFC-T Manulife Financial Market Call Tonight (BNN TV) 2016-12-05 $23.060

(Market Call Minute.)

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-12-05 $56.530

Great, long term chart. Had a pullback over the last 18 months. A great time to get involved. Trading at around 7X earnings. The #2 auto parts company globally. A real innovative company that continues to grow through thick and thin. Cheap. Great balance sheet. Buys back stock. Dividend yield of 2.39%, and you will probably see an increase in the next quarter. (Analysts’ price target is $64.52.)

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK MSFT-Q Microsoft Market Call Tonight (BNN TV) 2016-12-05 $60.220

(A Top Pick Dec 7/15. Up 10.85%.) If he didn’t own a position, he would be buying this today. This company has gone through a bit of Renaissance. It was a tech leader of the 90s, then turned into yesterday’s old technology, but in the last 2 years has had a Renaissance. People now realize that they and Amazon (AMZN-Q) are the global leaders in Web services. This company has certain strategic advantages that could put them in the lead at some point in the future. A great, great generator of free cash flow. Pays a 2.5% dividend, and they buy back shares. Has $63 billion of cash on the balance sheet.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
COMMENT NEPT-T Neptune Tech & Bioresource Market Call Tonight (BNN TV) 2016-12-05 $1.330

This has had a frustrating share performance. It has been a very satisfying business development year for them. New management has turned operations around and has made it profitable. They are growing the business strongly. Made a great, great acquisition at the beginning of the year. Has 50% operation in the Acasti pharmaceuticals, and the Pharma development angle, should be going into phase 3 trials next year. None of that is reflected in the stock. The stock could easily double or triple in the next year or 2.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
COMMENT NKE-N Nike Inc Market Call Tonight (BNN TV) 2016-12-05 $51.850

A really solid, multinational company. One of the global Giants in sports footwear and apparel. At these levels, it is starting to look interesting. It has lost a little of momentum, relative to some of the other hot names. It is a marketing machine, and they continue to churn out good quality apparel, and do a brilliant job in marketing and sales. Pulling back into more fairly valued territory, where it becomes interesting. Pays a small dividend that increases every year.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
SELL PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2016-12-05 $0.165

(Market Call Minute.) He doesn’t like the management.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
HOLD QSR-T Restaurent Brands International Market Call (BNN TV) 2016-12-05 $64.040

He likes it.  It is a very well run business.  They took a lot of cost out.  It is a competitive environment.  The stock is not as cheap as it was.  They have a lot of debt and some has to be refinanced in the next couple of years.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY S-T Sherritt International Corp. Berman's Call 2016-12-05 $1.390

Just recently it moved above a key resistance level and started to show an upward trend.  Nickel prices are starting to move higher.  You are into a good position technically and seasonally these stocks do well now.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
SELL SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2016-12-05 $58.990

(Market Call Minute.) He likes the company, but it is super expensive.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY SJR.B-T Shaw Communication (B) Berman's Call 2016-12-05 $26.000

Seasonal strength is from October to May of each year.  We are getting signs right now that it is in a trading range.  Technically it is not doing what you want.  It has not moved to new highs.  Relative strength is negative and it is below its 20 day moving average.  Look for better opportunities elsewhere.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
WATCH SLF-T Sun Life Financial Inc Berman's Call 2016-12-05 $51.540

The period of seasonal strength is the end of August to the end of November.  We reached the end of the period.  Momentum indicators are still positive and it is outperforming the market.  It is a good idea to take money off the table until the end of February.  If it got back to $46.50, you could buy it until the beginning of May.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
DON'T BUY SLW-T Silver Wheaton Market Call (BNN TV) 2016-12-05 $25.030

The space has been volatile.  FNV-T could make sense at the right time so he prefers it.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE No View
HOLD SMF-T Semafo Inc Market Call Tonight (BNN TV) 2016-12-05 $4.120

(Market Call Minute.) This is a Hold, but it is getting to his Buy point.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK STAY-N Extended Stay America Market Call (BNN TV) 2016-12-05 $15.680

(Top Pick Sep 7/16, Up 14.29%) They are coming to the end of a very important refresh of their business.  Cap-X will be coming down over the next couple of years and now they can repurchase shares.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY STN-T Stantec Inc Market Call (BNN TV) 2016-12-05 $36.030

Over time it will turn out to be good.  The valuation is fair.  You can own it over the long term.  He believes you can bet on management.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK STOR-N Store Capital Corp. Market Call (BNN TV) 2016-12-05 $0.000

They are a triple net lease company.  They buy where there is little competition.  They earn high cap rates.  They require that the tenant is profitable.  Their occupancy levels are very high.  He was the first investor ever to visit them.  He likes them as a dividend company and as a compound cash per share company.  It normally falls below the radar.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY SYZ-X Sylogist Ltd. Market Call (BNN TV) 2016-12-05 $10.250

They do a lot of very niche software where there is not a lot of competition.  They have pricing power.  They just keep generating cash flow.  He owns about 9% of the company.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
HOLD TECK.B-T Teck Resources Ltd. (B) Berman's Call 2016-12-05 $34.480

Coal, zinc and Copper are the main commodities.  It is still in an upward trend, trading above the 20 day moving average, momentum indicators are above average and it is outperforming the market.  It does well until the end of April, seasonally.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2016-12-05 $37.220

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be this one, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
BUY on WEAKNESS TV-T Trevali Mining Corp Market Call Tonight (BNN TV) 2016-12-05 $1.390

(Market Call Minute.) If you own, continue to Hold, but you can Buy on weakness.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
WATCH UFS-T Domtar Corp. Berman's Call 2016-12-05 $52.490

It has strong seasonality.  Mid Oct through until April of each year.  Look for it to move higher.  It is testing a key resistance level.  If it moves above it, it will then go on to test the next resistance level.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
BUY on WEAKNESS V-N Visa Inc. Market Call Tonight (BNN TV) 2016-12-05 $77.310

A global, leading company with a dominant position. Has done extremely well over the last 5 years. It has somewhat flat lined in the last year. A great long-term, really big free cash flow generator that does really well. The multiple might be a little too expensive. Wait for some type of disruption.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
COMMENT VII-T Seven Generations Energy Ltd Market Call Tonight (BNN TV) 2016-12-05 $30.740

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be Tourmaline, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
PAST TOP PICK WBA-Q Walgreen Boots Alliance Market Call (BNN TV) 2016-12-05 $85.000

(Top Pick Sep 7/16, Up 3.27%) Not a lot has changed.  It is a steady business that is doing a lot of things right.  They turned over 40% of their supervisors in North American stores.  He thinks it will result in sustainable margins.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK WBA-Q Walgreen Boots Alliance Market Call (BNN TV) 2016-12-05 $85.000

[See Past Picks]  They have a lot of partnership agreements that will kick in shortly.  They are renovating an enormous number of stores.  They are doing a better job of understanding SKU by SKU profitability.  They are driving traffic.  They are doing all of this to offset margin compression.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2016-12-05 $11.990

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be Tourmaline, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
PARTIAL SELL WFC-N Wells Fargo Market Call (BNN TV) 2016-12-05 $54.350

US financials have been a big holding for him.  The risk return is not as good as it was just a few weeks ago.  He has begun reducing his holding.

Stephen Groff NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT WFC-N Wells Fargo Market Call Tonight (BNN TV) 2016-12-05 $54.350

(Market Call Minute.) J.P. Morgan (JPM-N) or Wells Fargo (WFC-N)? He likes both, but in the near term, Wells Fargo has some issues, so he would go with J.P. Morgan.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
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