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Compiling comments that experts make about stocks while on public TV.

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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 CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-08-28 $15.330

Thinks the street would say this company is pretty cheap right now. He has consistently had a number of quarrels with this company. They are growing like stink and it is a very well-managed company. The problem is that they are paying out a dividend. You invest $10, and it pays you back $0.60 every year, but you have to pay tax on it. Then they dilute you down by selling new shares to buy more and more great opportunities down the road. Doesn’t like the dividend paying model. Institutional investors are very, very nervous about buying these types of companies, because if prices stay down for a while longer the hedges all roll off next year and it is a disaster. They have a lot of debt.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT DIS-N Walt Disney Market Call (BNN TV) 2015-08-28 $102.480

Price earnings multiple is 20X forward and 21X current. Still a little high, but he does have it on his radar. Thinks the stock acted very negatively to its last earnings report where it talked about some potential subscriber loss on ESPN. A great company, but he would prefer to buy it a little bit cheaper.

Don Lato NORTH AMERICAN OPTIMISTIC No View
COMMENT DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-08-28 $102.480

Loves this company. Exceptionally well-run with an extremely powerful brand, that is well diversified across the whole media sector. Investing  in a company like this at these levels, you can own it for a good long time. They have come under pressure, like the whole media space, because over the top technologies like Netflix and HBO are causing investors heartburn over whether companies will be able to maintain the large subscriber base as people start cutting the cable and going for direct channel choices. Regarding ESPN, Disney has a very strong franchise with a large diversified portfolio and will be able to start offering competitive solutions, maybe even going direct to the consumers, or teaming up with a company like Netflix, etc.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2015-08-28 $91.010

About a 50% growth rate. Hugely profitable. Gross margins and net margins are extremely high. Other than Google (GOOGL-Q), this company has really got mobile and advertising in a tremendous way, and as time goes on, both Google and Facebook are going to continue to grow their advertising revenues. They are just now beginning to monetize Instagram. Investors are completely underestimating how attractive the Instagram model is going to be for corporations to advertise their products.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY FLR-N Fluor Corp. Market Call Tonight (BNN TV) 2015-08-28 $45.650

They are probably bottoming out here. This has always been a well regarded and well-run engineering company. It’s struggling with the reality that the emerging markets are in tough shape, the mining industry is in tough shape, and the energy business is also struggling. When the commodity and the global economy start to re-accelerate, this is the kind of company that will perform well. Dividend yield of about 1.8% while you wait. Doesn’t think you need to be there right now. It’ll probably be 2 years before you see a substantial, sustained recovery in large energy and mining projects.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT GOOGL-Q Google Market Call (BNN TV) 2015-08-28 $659.690

The premise of what they are doing with Alphabet will benefit the shareholders. There have been a number of changes that have happened within the last 3-4 months. New CFO has made the company a little bit more investor friendly. They now have to justify how much money they are spending, as well as how much money they are losing on these ventures. They still dominate the search business. YouTube is becoming a bigger and bigger factor in the entertainment side of the business.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK GOOGL-Q Google Market Call Tonight (BNN TV) 2015-08-28 $659.690

(A Top Pick Sept 16/14. Up 12.04%.) This is a dominant player in so many different technologies, that you have to own these kinds of companies. Trading at a very, very reasonable multiple and growing like stink. Between Apple and this company, they have every single mobile subscriber in the world, in one way or another.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2015-08-28 $26.020

Has been a very well-run company. The dismissal of a lot of brokers was a very wise thing. The issue for a lot of individual investors is that you are sort of doubling up on a bet that most Canadians have. A lot of assets invested, tied to the outcome of the housing market as being a positive outcome for the longer-term. This company tends to operate in a market where banks don’t want to operate. Also, you have to worry about the funding of these types of companies over the longer haul if things start to get into trouble. When interest rates start to rise, companies like this will have a very, very rough run.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT HCLP-N Hi-Crush Partners LP Market Call (BNN TV) 2015-08-28 $16.050

A fracing sand producer. It has been pummelled this year. They have a number of sand mines, primarily in Wisconsin. They are a big beneficiary of all the fracing and horizontal drilling that has been going on. It shouldn’t trade with the oil price, but it does. Still very profitable. Recently had to cut their dividend to preserve some cash. The future of fracing is still going to be with us for some time.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT INTC-Q Intel Market Call (BNN TV) 2015-08-28 $28.420

Good value here. Not his favourite tech stock. The stock has come down and has a nice dividend. Trades at a very low multiple. Thinks you would be fine with this, but would rather see you in other areas of technology. Dividend yield of 3.3%. (See Top Picks.)

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT IPL-T Inter Pipeline Market Call (BNN TV) 2015-08-28 $27.130

The dividend is very sustainable. They still have some growth to come. There are a couple of new pipelines coming on stream within the oil sands area that is going to increase their capacity a little. Regardless of the price, oil is going to flow through those pipelines, and theirs are very well positioned, with a little bit of a growth kicker put in as well. Dividend yield of 5.5%.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK JAH-N Jarden Corp. Market Call (BNN TV) 2015-08-28 $52.340

(A Top Pick Oct 29/14. Up 21.84%.) Still feeling very good about this. Just recently made another acquisition to add to their arsenal. Bought a UK company called Waddington, which makes disposable dinnerware. Has a very strong stable brand. Very solid growth and still a very reasonable multiple.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT JNJ-N Johnson & Johnson Market Call (BNN TV) 2015-08-28 $95.170

Pretty fairly valued. Off its highs. The multiple got a little bit above its historical range. Decent dividend of over 3%. Lots of good products, both on the medical devices side as well as the pharmaceutical side. Thinks there are better ways to play the medical business. A good solid holding that will be around forever. The street consensus is $112 in 12 months, which is a fair target for it.

$112 in 12 months Don Lato NORTH AMERICAN OPTIMISTIC No View
COMMENT KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2015-08-28 $5.790

One of the largest positions in his funds, and he hasn’t sold a single share. It has all the right attributes to be investing in the energy business, because you just don’t know what is going to happen to commodities within a one year period. Strong, strong management team. Low cost resource with a lot of it. Also has a very strong balance sheet. Have been able to take advantage of this weakness to add to its landholdings at very, very attractive metrics. Debt to cash flow ratio is very compelling. Has been able to grow production substantially over the last number of years. It will grow production in a prudent manner.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK MCD-N McDonalds Market Call Tonight (BNN TV) 2015-08-28 $96.250

In this environment with a lot of volatility, he likes the 3.53%.dividend support. Thinks the new CEO is going to turn the business around. They say they are getting good traction in China again, and in spite of all the currency headwinds, it is a very strong dynamic franchise. Thinks the company will be much more aggressive regarding its balance sheet and increasing its dividend. Will have a lot more capital discipline in terms of how many stores they own, versus how many stores they franchise.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2015-08-28 $43.700

Bank of America (BAC-N) or National Bank (NA-T)? Buy this one. It has a much bigger dividend and trading at much lower multiples. The Cdn$ is cheap here, so why convert unless you have US$. If you do have US$, convert back to Cdn$ and put it into this one. Dividend yield of 4.76%. A well-run bank. (See Top Picks.)

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2015-08-28 $18.830

Stock is getting fully valued. He just trimmed a little in the last couple of weeks to rebalance his holdings. Still a very bright future. Multiples had gotten up at around the 19X area, but their order backlog continues to grow.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
HOLD PG-N Proctor & Gamble Market Call (BNN TV) 2015-08-28 $71.210

Thinks the stock is fine. If you have ridden it down it is probably better value now than it was 6-8 months ago. A lot of these consumer staple stocks got to trading at multiples way above their normal historical pattern. Now trading at about 16X next year’s earnings, and trading in line with the market. Dividend yield of 3.7%.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-08-28 $34.310

Doesn’t think this is a value trap. It is subject to commodity prices, which have been all over the board with respect to fertilizer products. The ramp up of new production has come down dramatically. A couple of mines have been put on the shelf, so he thinks the supply/demand balance will come back more towards Potash’s favour. Doesn’t think there will be a dividend cut imminently as it still has free cash flow to support it, especially since they have curtailed some of their capital projects. Prefers Agrium (AGU-T) because of its diversification.

Don Lato NORTH AMERICAN OPTIMISTIC No View
PAST TOP PICK PXT-T Parex Resources Inc. Market Call (BNN TV) 2015-08-28 $8.810

(A Top Pick Oct 29/14. Down 18.28%.) Actually not bad relatively speaking. Part of the reason the decline has been muted is because the balance sheet is in phenomenal shape. They have cash on the balance sheet and no debt whatsoever. This has allowed them to continue their production program.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
DON'T BUY RAD-N Rite Aid Corp. Market Call (BNN TV) 2015-08-28 $8.240

Thinks the turnaround has been completed. They are now profitable again, not hugely so, but thinks they have turned the corner. The stock has rebounded dramatically from its lows. This is the 3rd biggest player in its group and he doesn’t see how you would want to pay 25X earnings for this, compared to 17 to 20 times earnings for CVS (CVS-N) or Walgreen’s (WBA-Q), which have a lot more going for them. Good sector.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2015-08-28 $73.700

Trading at around 10X forward earnings. Has an amazing Canadian retail franchise and an amazing Canadian wealth management franchise. Its wealth management franchise in the US is bigger than it is in Canada now. Has an exceptionally strong capital markets franchise. The new CEO really gets technology. Thinks the banks are going to be one of the biggest beneficiaries of technology. It’s a threat for them, but also a huge opportunity to bring down their cost structure. Dividend yield of 4.29%.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY SJR.B-T Shaw Communication (B) Market Call Tonight (BNN TV) 2015-08-28 $26.520

Doesn’t think you need to be investing in these companies that have subscribers that can be “cutting the cord” now. It is going to be a very, very tricky business. Be careful. 4.4% dividend yield.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT SLF-T Sun Life Financial Inc Market Call (BNN TV) 2015-08-28 $41.960

Very well-managed. They will be a beneficiary of higher interest rates. They continue to grow their business, both domestically and internationally. Have a number of different product lines now. Expanding more and more into the asset management business. Multiple is pretty reasonable, but a little higher than the banks.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-08-28 $40.040

Doesn’t follow this closely. With all the problems that have surfaced over the last few years, he is not too interested. Valuation is reasonable, but there are a lot of other stocks where he feels a whole lot more comfortable.

Don Lato NORTH AMERICAN OPTIMISTIC No View
PAST TOP PICK SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2015-08-28 $2.280

(A Top Pick Sept 16/14. Down 41.84%.) He is still buying this. They continue to execute their business plan very well. It has all the right attributes. Exceptionally strong and disciplined management team. Low cost structure and lots of resource.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT SU-T Suncor Energy Inc Market Call (BNN TV) 2015-08-28 $36.810

Probably the best performing oil/gas stock in the last 12 months. Have done a very good job of managing their way through this. Their prices are coming down just like everybody else’s, but they cut their costs back and prudently planned their expansions.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2015-08-28 $52.910

(A Top Pick Oct 29/14. Down 0.54%.) Their quarterly report was fine. Was a little surprised to see the lack of progress on the US side, because that was part of his reason for this being his biggest bank position. Still the 2nd best performing Canadian bank over the last year, as well as year to date.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-08-28 $52.910

An exceptionally well-run bank. Very, very strong franchise in the US. With a reasonable timeframe of a number of years, you are going to get paid 4.25% or so and see some decent earnings growth over the long-term. (See Top Picks.)

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD TRI-T Thomson Reuters Corp Market Call (BNN TV) 2015-08-28 $51.640

Solid company, but the multiples have crept up. Have always had a bit of a higher multiple. It is currently 23 or 24 times earnings, and 22 times next year’s earnings. A little rich. They have never really recovered from the 2008-2009 financial crises, where a lot of terminals got pulled. A good solid hold, but not anything that is table pounding. Dividend yield of 3.3%.

Don Lato NORTH AMERICAN OPTIMISTIC No View
COMMENT TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2015-08-28 $26.830

Has a great product, but has been exceptionally poorly managed. Missed the boat in many different ways.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-08-28 $5.000

This company may be staying in the doldrums for quite some time. Competition has heated up. They may be the only XM radio player in Canada, but thinks the competition is coming from places like Spotify and Apple music. As we get better communications systems within our cars, the need for this one is going to be diminished.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2015-08-28 $15.250

Trading below its IPO price. Stock did very well in its incarnation as an income trust. Trading at 15X earnings. This is a dominant mattress company in Canada. Not a bad yield at just under 2%.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Markets. He has never seen the market so oversold as it was on the weekend. Has trouble with the 10% correction. The rally back to uneven has to be longer than 24 hours. Doesn’t think it was a correction, but doesn’t know what it was. If you look at the cause of it on Monday, a couple of hedge funds in the US along with the US$, were quite offside and they were going to shut down the position to hedge that position, and shorted the S&P 500. We have to look at our conventional way of valuing stocks. It is different this time. Stock markets are not driven by analysis; they are driven basically by investor behaviour. We have all kinds of issues in the marketplace now. We have to re-evaluate things and realize that markets are driven by weather, terrorism, geopolitical events, etc. 84% of trades are done by computer trading and only 16% are done by individuals. We have to be looking at stock charts because it tells you what the actions of investors were, throughout that time period of looking at the chart. Investor psychology and investor behaviour is what now drives the marketplace.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Energy. Company’s earnings have been fantastic. They mostly have hedges in place until the end of the year, so they are doing lots of production, which forces the price of oil up. He thinks oil is going up a little bit higher when all these hedges come off at the end of 2015.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Which ETF for a best one-year return, oil or gold? A lot of companies are selling oil at a lot higher prices, $75-$95, so they are continually pumping out production. But in 2016, those hedges are going to come off and he thinks production is going to cease in 2016, and a barrel of oil will go higher which will create a demand situation. Remember that the oil situation is not about demand, it is about supply. He is not a “gold” guy. There is no demand from India or Central Banks for gold. He would not be buying anything gold for the next 12 months.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Impact of interest rates on US healthcare or multifamily residential REITs? REITs are basically leveraged companies. They borrow money to buy assets. Rates are still extremely low. If they are 50 basis points and they go up to 60 basis points, it is not going to really make much difference. He has no problem with interest rates going higher. Residential US REITs is a good buy.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

How do you screen and start into ETF’s? You have to think of whether you want a broad sector, a healthcare sector, a bank sector, etc. Try to pick a sector, and then you can find a listing for all the ETF’s for that sector. Then you need to look at what the MER’s are. Some can be quite large. Also, look to see what the weighting is; is it market cap weight or equal weight.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-27 $0.020

Maximum holding of any one ETF in a portfolio? A 5% position would not be overly diversified. If you are looking at a broad ETF, he would hold no more than 7%. If you are looking at a sector ETF, you are basically looking at one security, so he would limit it to 5%, or 7% if you are feeling really confident about the sector.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-08-27 $0.020

Markets. It has been an interesting ride. Really hard to assess whether we have seen the market bottom. The last couple of days have really made us feel a little bit more confident. This has been a “made in China” correction. Who knows what kind of policy will come out that will either impress or “not impress” investors. There could be a retest of lows that investors should be aware of. Thinks the present bout of volatility is going to last days or weeks, rather than quarters or years. Doesn’t think we are going into a prolonged correction, certainly not a bear market. He has been taking the opportunity of buying some large cap names that he has been watching for some time. Really impressed with how cheap they became. Had about 15%-20% cash and as of today is down to about 10%-15%, still a high cash component, to take advantage of any possibilities that still may come.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN _N/A View
TOP PICK AMT-N American Tower Market Call (BNN TV) 2015-08-27 $93.870

We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
DON'T BUY BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-08-27 $70.840

Charts look a bit negative. Price is below all the moving averages, the 50, 100 and the 200 day, and are trending lower. The reason is most likely because it is in China. Trading at 27X forward earnings with a 23% long-term growth rate, but that growth rate could be volatile given what is happening there.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2015-08-27 $16.440

Bank of America (BAC-N) or Morgan Stanley (MS-N)? Thinks there is a lot more value in US banks than in Canadian banks. Doesn’t really have a preference between these 2. The US Bank ETF is a pretty good buy in here. What would really help you is to look at a stock chart and look at the 40 week or 200 day moving average and look where the stock is compared to that average, because it should supply some support.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2015-08-27 $16.440

Just under the 200 day moving average. He likes it. A lot of its mortgage legacy and litigation issues are behind it, so that bodes well. The economy is getting better. Pretty cheap at .75 Price to BV.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
HOLD BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-08-27 $42.210

He continues to like this company. One of the best management teams out there. Pays a decent dividend of 1.5%, which is probably going to grow by 5%-6% on a yearly basis. There is growth through its real estate and its different operations.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-08-27 $1.220

This is so hard to value. We know that the business jets have been weak, which leads to lower margins. Somebody needs to take this company out behind the barn and shoot it. He can’t see any sense in buying this.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-08-27 $6.180

A very innovative company. They have the Eagleford shale play in Texas. He doesn’t know why they would have completely cut the dividend, other than they feel that they have a better place to put that money than to pay it back to shareholders. A great company.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2015-08-27 $17.800

Spot uranium has been moving higher. If you pick up some of this here, you will get a slow rate of return. It looks like Japan is going to get back on line now with their reactors. China has talked about doing that as well. You are not going to get any kind of explosive growth, but if you are wanting to buy some uranium, this is the one to buy. He thinks you will see it start to slowly move higher.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-08-27 $14.740

(A Top Pick July 23/14. Down 63.93%.) Sold out of this. Doesn’t have a lot of conviction that oil prices are going to rebound. Still likes the company and will probably own it at some point, but for the time being he has rotated out of this into different names.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
BUY DIS-N Walt Disney Market Call (BNN TV) 2015-08-27 $102.170

Likes this very much here. There was a downgrade on the stock because of some evidence of “cord cutting” on ESPN. That is why the stock dropped off one day last week. The company has a lot of things on their plate and they all seem to tie in together.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-08-27 $102.170

The selloff on this began with their cable subscribers being reported to have fallen a bit. However, when you look at their other 3 parts of their business, studios, theme parks and consumer products, those are doing extremely well. They are very integrated company that can produce a film, put it out to TV, sell you a whole bunch of toys, and also put it in their theme parks. These parts override what is happening on the cable side. Cable is only 30% and ESPN is only a fraction of that. Dividend yield of 1.29%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
BUY EA-Q Electronics Arts Inc Market Call Tonight (BNN TV) 2015-08-27 $67.160

Just bought this week. It came down to the 100 day moving average. They are blowing away earnings estimates every single quarter. You are paying a little bit of a premium, but this is certainly a premium name.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2015-08-27 $89.730

1.5 billion users, which is part of the thesis of why he owns the stock. It is the best stock to own in the social media space. It gives you the opportunity to accumulate ownership in the world’s largest social media company. They are forecasted to grow their long-term earnings by 25% a year.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK FEX-N 1stTr Large Cap Core E.T.F. Market Call (BNN TV) 2015-08-27 $43.680

(A Top Pick March 5/14. Up 4.16%.) This started out as an ETF company in the US, and now has some ETF’s in Canada. They are going to look at stocks in the S&P 500 based on value and growth. Each company is going to get a score, and the top value companies in the top growth companies are in this ETF.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK IBB-Q iShares Nasdaq BioTech ETF Market Call (BNN TV) 2015-08-27 $350.910

Everybody should have some biotech in their portfolio. These are companies that develop drugs that help our friends and relatives, and are a very important part of the economy. Extremely volatile. There is probably no other sector out there that will give you such huge potential over such a short period of time. Of the companies with over $500 million market cap, 81% of them are 10% below their 52 week high, and this is a great time to buy it.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY IHF-N iShares US Healthcare Providers Market Call Tonight (BNN TV) 2015-08-27 $134.050

A healthcare ETF? When it comes to healthcare ETF’s, a lot of them have a very large weighting in pharmaceuticals. A lot of the larger names have not done very well. This would be a good choice.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT ITB-N iShares DJ Home Construction ETF Market Call Tonight (BNN TV) 2015-08-27 $27.650

Likes the housing sector. It is improving in the US. One thing that holds him back from holding ETF’s in this space is the slowdown in oil, which is affecting places like Texas. That is a large part of some of these builders. He prefers something like Home Depot (HD-N).

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
DON'T BUY KO-N Coca-Cola Company Market Call Tonight (BNN TV) 2015-08-27 $39.270

Trading at a pretty high valuation. 19.5X forward earnings, but more important its 6.5% growth rate is pretty weak. 55% of revenues are coming from outside of North America.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
PAST TOP PICK KORS-N Michael Kors Holdings Market Call Tonight (BNN TV) 2015-08-27 $43.280

(A Top Pick July 23/14. Down 47.03%.) Sold it in March at $68. Made a little bit of money. Same-store sales really started dropping off and there were concerns about discounting. They are looking to expand into the overseas markets quite a bit, but is this the right time to do those things?

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
PAST TOP PICK L-T Loblaw Companies Ltd Market Call (BNN TV) 2015-08-27 $71.350

(A Top Pick March 5/14. Up 60.55%.) He likes the story for all Canadian grocery stores. This used to be a grocery store, but is now basically a holding company. Only 36% of sales is attributed to groceries. 37% of all sales now are from people who have their loyalty card.

Michael Bowman NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
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