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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
  
BUY AAPL-Q Apple Market Call (BNN TV) 2014-09-30 $100.750

A very good hold.  Don’t sell it to buy something else.  It continues to be very attractive.  They have overcome some of their issues like innovation.  They are convincing the street there is innovation in their future.  The watch will get some traction as a category in sensory items.  The bill payment system will be a very big area of Apple’s future.  The phone is a refresh item, but a big source of cash flow with sales of a 100 million units.  A very bright future.  The other side is their capital allocation policy.  It is going to share buy backs.  He, however, likes it.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
WATCH ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-09-30 $54.450

It needed a pullback over September because of the parabolic move.  It had gone too far for too long.  If it hits the trend line and breaks it, then you want to worry.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-09-30 $11.680

It is consolidating.  He is seeing technical support at $11 going back to early 2013.  If it breaks $11 and stays below 3 days then the net target is down to the previous low.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
PAST TOP PICK AIG-N American International Group Market Call (BNN TV) 2014-09-30 $54.020

(Top Pick Oct 4/13, Up 11.05%) They went back to their roots after 2008.  CEO is retiring.  Trading at 75% of book value.  11 times earnings and good cash flow.  A good solid core position.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
PAST TOP PICK AXE-N Anixter International Market Call (BNN TV) 2014-09-30 $84.840

(Top Pick Oct 4/13, Up 2.40%) It is core industrial America.  Just made an acquisition that will be accretive right off the bat.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
WAIT BAC-N Bank of America Market Call (BNN TV) 2014-09-30 $17.050

Thinks we are closer to the fed getting back into a rising rate environment and this will be very constructive for the banks.  This is an indicator that the economy is strong and so loan growth should improve at some point and banks will get out of the penalty box with the government.  He has not made a move yet, but has talked about it for while. 

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
WATCH BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-09-30 $42.350

It was bearish for some time (2012-2014) then broke out, but now it is breaking down again.  However, there are two previous lows that are lower than we are now and you want to see that.  So long as it holds, that would be healthy.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WAIT C-N CitiGroup Market Call (Special) (BNN TV) 2014-09-30 $51.820

Timing is always an issue.  His choice has been to keep his powder dry in general for now.  He would not argue with buying this one and there will soon be a time for these banks over the next three years.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
PAST TOP PICK CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-09-30 $13.580

(Top Pick Oct 2/13, Up 22.92%) He ended up selling after it put in a lower low, $13.50 about a month ago.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC No View
BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-09-30 $79.510

The trend is up.  Sure it could pull back and correct.  Higher highs and higher lows.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WEAK BUY COST-Q Costco Wholesale Market Call (Special) (BNN TV) 2014-09-30 $125.320

Whenever we have an experience with something we tend to use that to judge the future.  You may not want to pay double what you paid for Costco last time, but if their earnings have doubled then it may be warranted.  Costco will respond well to earnings.  It is selling to $90k income customers average and their memberships are a recurring revenue.  It is trading at about 180% of the S&P multiple so if things go bad, high multiple stocks have a lot of air under them.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
DON'T BUY CSCO-Q Cisco Market Call (BNN TV) 2014-09-30 $25.170

It is old technology.  They did most of their business in routers and switches.  They now compete against entrenched companies, rather than start ups.  They have lower growth metrics and so he would pass on it.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
TOP PICK CYH-N Community Health Systems Market Call (Special) (BNN TV) 2014-09-30 $54.790

Owned for a long time.  But there is no beginning and end.  You buy things when they are good value and sell when things change.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
HOLD DHX-T DHX Media Market Call Tonight (BNN TV) 2014-09-30 $8.740

It is doing well and is a little over the top.  It could pull back.  Use RSI and stochastics.  If they start to round over then it could indicate a correction to a short term trader.  If you are long term, it is fine.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
TOP PICK ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-09-30 $23.780

Loves this chart.  Cup with handle.  Broke out, tested and then he bought.  There is quite a bit of upside on this one.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Yes View
HOLD ESV-N Ensco PLC Market Call (BNN TV) 2014-09-30 $41.310

Collect your dividend and they will come back.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
SELL FCX-N Freeport McMoran Copper & Gold Market Call (Special) (BNN TV) 2014-09-30 $32.650

Looked at it fairly closely and the one worry was their debt.  They would be sensitive to interest rate raises as well as any drop in the commodity prices.  Prefers Rio Tinto.  It could be a good switch.

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
HOLD GE-N General Electric Market Call (BNN TV) 2014-09-30 $25.620

He has been disappointed that it has not gained more traction, but he feels they will with their restructuring.  They are going back to their industrial roots.  He would be patient here.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-09-30 $106.450

He is not unhappy not having benefited from the gain.  It would have been in a tremendous amount of risk.  This stock is growing on one specific drug and that is a risk.  Two other competitors are about to introduce the drugs at a much lower price.

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
TOP PICK GOOGL-Q Google Market Call (Special) (BNN TV) 2014-09-30 $588.410

They split into two classes and these are the voting shares and he would buy them.  Mobility is a key aspect of this company.  People were hung up on the cost per click for advertising, but mobility upped their clicks so revenue growth is very robust.  Their multiple is falling because earnings are growing faster.  Things are setting up for a long term ownership position.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
TOP PICK GS-N Goldman Sachs Market Call (Special) (BNN TV) 2014-09-30 $183.570

A company that has been hurt like others in the banking space by low rates and bond prices. But there has been much more volatility in the last few months and that benefits them.  They are an investment banker and confidence will lead to deals and they are the preeminent deal maker in investment banking. 

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
BUY JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-09-30 $60.240

Relative strength on this stock is good.  It is going have some resistance at the old highs and it is just coming up on that now at $60.  Its trend is intact.  He would not hesitate to buy if you are long term.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH LGO-X Largo Resources Ltd. Market Call Tonight (BNN TV) 2014-09-30 $0.260

A pretty strong pullback and probably because it is a pretty small cap stock.  Seems to be on the trend line, but you want to see it bounce off the low end of this trend line. 

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH LTS-T Lightstream Resources Market Call Tonight (BNN TV) 2014-09-30 $5.250

The one thing it might have going for it is around $5.25, it tested, and found support and bounced off it.  You need to see that it holds this test of today.  The bigger trend is down so this would be a trade and not an investment.  9% yield is too good to be true.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY MA-N Mastercard Inc. Market Call (BNN TV) 2014-09-30 $73.920

When there was turmoil in the credit card environment he switched to V-N.  They have greater exposure to the debit card business.  MA-N is 3 or 4 multiple points more expensive than V-N.  It is more international and that is tougher in terms of economic activity. 

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
WAIT MRE-T Martinrea Market Call Tonight (BNN TV) 2014-09-30 $13.030

It was quite a ride over 2014.  After a ride like that it is due for a healthy correction.  You do want to see it find support at some level.  Wait and see if it finds that around $12.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
HOLD NWC-T North West Company Market Call Tonight (BNN TV) 2014-09-30 $22.380

This is a chart that is most definitely breaking down.  It broke the trend earlier this year and it did so definitively.  Give it a couple of days and if it stays below $22.50, then it will continue down.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH PD-T Precision Drilling Market Call Tonight (BNN TV) 2014-09-30 $12.090

Longer term the trend is up and it could be coming down to that.  There was a head and shoulders put in over the summer and it broke it.  If the previous low is not taken out it could be okay.  Make sure the longer term trend line holds also.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
PAST TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2014-09-30 $47.180

(Top Pick Oct 2/13, Up 11.94%) He thought pipelines were getting a little ahead of themselves.  This one is still on the trend line.  The longer term picture on this one is good. 

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Yes View
DON'T BUY RAD-N Rite Aid Corp. Market Call (Special) (BNN TV) 2014-09-30 $4.840

Has Walgreen and CVS.  This is the poor cousin.  They had a tough with input costs and the stock was hurt badly.  It will probably recover, but when you can buy the other two, just go with them.  This one is more speculative.

Gordon Reid US EQUITIES BULLISH on US ECONOMY No View
BUY SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2014-09-30 $31.330

Based through 2013 and then broke out.  Corrections are healthy and there is nothing wrong.  It is a correction within a reasonably good trend.  It is well above the previous low.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-09-30 $3.550

There was a quite a breakout late last year.  News shows up on the charts.  It could be in a new era of laddering its way up.  It based a bit just above $3.30.  April to now has been consolidation.  If it holds this level about $3.55-$3.60 then it may do another leg up.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2014-09-30 $11.750

The basic trend is down over the last 3 years.  We keep taking out the lows.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-09-30 $55.270

The one bank that has a higher US presence and he is quite bullish on the US side.  The trend is up and it is pulling back to the trend line.  If anything it is a buying opportunity.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
WATCH TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-09-30 $8.390

It looks like it is breaking down.  You want to see higher highs and lower lows.  We took out the previous low and this is a danger sign.  You want to see a breakout to the upside before you buy this stock.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
TOP PICK TTM-N Tata Motors Ltd. Market Call Tonight (BNN TV) 2014-09-30 $43.710

Great looking chart.  Long consolidation then a breakout.  He bought yesterday on a pullback.  The fundamentals are fantastic.  There is a currency risk.  Likes the business and the charts.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
BUY TWX-N Time Warner Inc Market Call (BNN TV) 2014-09-30 $75.210

Is one of his holdings in US large cap.  There was turmoil with 21st century making an offer, causing a $10 pop, then they backed away and it seemed ill managed.  He was not unhappy they walked away.  Many of his best companies have been owned for a decade+.  It has lots of opportunity here.  They have great franchises.  The whole media play deserves a premium in this environment.  He has nothing else in the sector.  DIS-N got too expensive and he felt it was exhausted.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
PAST TOP PICK TXN-Q Texas Instruments Market Call Tonight (BNN TV) 2014-09-30 $47.690

(Top Pick Oct 2/13, Up 21.99%) Bought on a massive breakout and then now he sees it as a 3-5 year trade.  The trend is up. 

Double in 5 years Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Yes View
PAST TOP PICK V-N Visa Inc. Market Call (BNN TV) 2014-09-30 $213.370

(Top Pick Oct 4/13, Up 12.90%) MasterCard is more expensive than this one.  They take on no credit risk.  They are a transaction company.  While eBay splits off PayPal, Visa is in the sweet spot.  Their volumes should increase.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Yes View
BUY WAG-N Walgreen Co Market Call (BNN TV) 2014-09-30 $59.270

We should not judge when we sell or buy on a gain or loss in the past.  It has an emotion effect, but in the end no one cares what we paid for it.  They had a loss based on an acquisition, but it was expected.  They were exploring a tax inversion process, but in the end they backed away because it was domestically unpopular.  They had a hiccup on financial guidance for which they have been punished.  A good stock to own or hold if you already own it.  See through the short term blips.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
HOLD WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-09-30 $16.030

There was a strong rally over the summer, but is now losing some of that momentum.  It could return to the old breakout point if resources continue to pull back.  He would not call it a sell at this point.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
BUY WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2014-09-30 $31.400

There is always room for a correction in any long term uptrend.  If you are longer term it does not look like a bad picture.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Unknown View
BUY WLP-N Wellpont Health Networks Market Call (BNN TV) 2014-09-30 $119.620

You have to look at the implications of the affordable health care act.  There are some risks, but they create opportunities.  US insurers have that critical mass so when they win in one area it more than offsets another area.  A greater and greater number of people are now able to be insured.  They are doing well and the demographics are in favour of these companies.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2014-09-30 $76.470

A greater and greater percentage of sales (>50% now) are groceries and that is a tough, tough business with very low margins.  They cannot pass through their input inflation.  They are a company that is sensitive to the lower end of the economic scale.

Gordon Reid US EQUITIES BULLISH on US ECONOMY Unknown View
TOP PICK YUM-N Yum! Brands Market Call Tonight (BNN TV) 2014-09-30 $71.980

Fundamentals are good.  Trend is up.  The recent sell off was due to a supply chain problem.   He bought a few days ago.

Keith Richards TECHNICAL ANALYSIS SELECTIVELY OPTIMISTIC Yes View
TOP PICK 0168-HK Tsingtao Brewery Co. Market Call (BNN TV) 2014-09-29 $0.000

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
TOP PICK 1044-HK Hengan International (HEGIY.PK) Market Call (BNN TV) 2014-09-29 $0.000

Napkin/tissue business.  As people move to Chinese cities, they start using these products.  This one is out of favour, but there is growth.

Norman Levine NORTH AMERICAN - LARGE BEARISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Markets.  Sell off in Hong Kong weighs on other world markets.  They hear news, sell and ask questions later.  Last week had the biggest tick in volatility this year.  But September is the worst month seasonally.  The Russell is Down, but the S&P is up so money is rotating into the large caps.  The longer term things are starting to rebalance their portfolios.  July had the lowest VIX of the year, but it spiked recently.  20% of US citizens are on food stamps, so the economy is not fixed.  He thinks if the Fed were to try to raise interest rates next year the economy could collapse.  The unemployment rate has come down because people drop out of the work force.  Jobs are almost all in the fracking process.  The employment rate has gone up proportionate to the population growth.  You should rebalance into something that allows to still sleep at night. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

REITs.  A great place for dividends.  They are linked to interest rate sensitivity.  If the risk of trade is there, everything interest rate sensitive will come off.  Thinks there is a 5-7% downside before the next area of support.  Prefers preferreds.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Canadian Dollar.  Caller says gov’t wants it to drop to $0.85.  The government does not have a policy of having a weaker dollar.  He thinks the dollar will in fact get weaker.  He suggests buying a money market ETF to play this.  You could buy anything with very low volatility and hold it in US$.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Gold vs Oil as an investment for 3 to 4 months.    He does not know if one is better than the other and you have to be diversified.  Get into the gold sector at an $1175 gold price.  If crude oil futures drop below $90 and we get another 5% down on the energy sector, then that is when you want to step in there.  He likes both sectors.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-29 $0.020

Educational Segment.  Sleep at Night Factor.  You need to take the risk down at times, but if you go to cash and markets go up then you miss out.  He wants to take money out of the banking sector and get it into the energy sector and get the same dividend yield.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-29 $0.020

Markets.  He is looking for a good correction.  He would be happy with a 10% correction.  Valuations were getting out of whack.  He could not find anything in North America he wanted to buy.  There had been internal corrections going on in small and mid caps.  In the US an equal weighted index had been declining before the S&P.  Now the whole market is correcting.  A correction can take 6 to 10 weeks so it could keep going.  This correction is based on valuation, rather than on anything bad.

Norman Levine NORTH AMERICAN - LARGE BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-29 $0.020

Markets.  He is seeing buying opportunities now in small cap growth.  This is where the market has left behind these.  Some are 2012 stories and the market doesn’t want anything to do with them.  The industrial exporters should be benefiting from a weakening Canadian dollar.  Today he noticed the VIX spiking at 16-17.  Every time it hits the 200 week average it usually falls and this time it kept going and the markets rallied off it.  Thinks there are people that are off side and are willing to plug their nose and get in.  Seasonally this is the best time to be in stocks.  This is the best time to get in, typically.  After the first two weeks in October you usually get the best returns.  He sticks to Canada for small caps because he knows management teams better.  Investors still need to be careful this time of year.  If we do rally from here it will not be a repeat rally of what we saw from the beginning of the year.  We saw strong commodity prices and falling interest rates.  Interest rates have now bottomed and commodity prices have fallen so this is a different playbook.  He recommends non-commodity, industrials, technology and anything that benefits from a strong US dollar revenue base and a weak Canadian dollar expense base.  Stay away from consumer, and commodities in Canada.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH _N/A View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2014-09-29 $100.110

Steve Jobs was the heart and soul so when he died it did not remain the same company.

Norman Levine NORTH AMERICAN - LARGE BEARISH No View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2014-09-29 $100.110

Double Dutch Irish tax scheme.  It allows them to shelter their revenues through Ireland.  If the worst came to the worst they might have to restructure.  He would not get too shaken out on the stock based on this.  His problem is that most of their business is the iPhone.  It is very fat for them.  He does not see them growing around the world from here.  He also sees competition from guys with razor thin margins.  Everything they are doing speaks for consumerism and not technology.  If they continue to raise their dividend the stock could still work.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Unknown View
PAST TOP PICK AMTD-N TD Ameritrade Holding Market Call Tonight (BNN TV) 2014-09-29 $33.430

(Top Pick Oct 1/13, Up 30.04%) He is back into it.  It is one of the larger positions.  He got out last February and then got back in. 

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-09-29 $17.890

Still growing between 30-50% on the top line.  They have more organic growth than he usually sees in the Canadian space.  You are getting it really cheap here. 

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH Yes View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2014-09-29 $17.010

He is much more positive on US banks than Canadian.  It is a fine bank, but has a securities division and he is not big on those.  The SEC is looking into a possible misstatement of the amount of capital that they have.

Norman Levine NORTH AMERICAN - LARGE BEARISH No View
PAST TOP PICK BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-09-29 $3.740

(Top Pick Oct 1/13, Down 20.55%) He got out in January.  It was when management pushed out the ‘C’ series again.  If you own it then stick with it because he is looking at buying it again.  Has a sense that there is clear sailing on the ‘C’ series from here.  Thinks the stock will have a multiple expansion when ‘C’ series is done.

Patrick Horan NORTH AMERICAN SELECTIVELY BULLISH No View
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