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
  
COMMENT AMZN-Q Amazon.com Market Call (BNN TV) 2016-06-24 $698.960

One of the best companies, but valuation makes it very hard for him to make sense of. You have to take a big leap of faith to bite into the multiple of 60 or 70 times earnings.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-06-24 $52.300

Alimentation Couche-Tard (ATD.B-T) or Magna (MG-T)? Since he owns Magna and not this one, Magna is the only one he can recommend. However, this is a great company and it has come back a little. Feels it has sold off partly because there are concerns they might overbid for CST Brands which is rumoured to be up for sale. This one benefits from the low Cdn$, so they are probably doing okay now. It has always been an expensive company.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2016-06-24 $52.300

A “Best in class” type of name. The valuation multiple was getting higher, but has come down a lot and is more reasonable in price. They are still doing acquisitions globally, and has been a very astute team in being able to pick up interesting companies at fair prices, and growing shareholder value.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT AW.UN-T A&W Revenue Royalties Income Fund Market Call Tonight (BNN TV) 2016-06-24 $32.070

Have been putting up about a 6%-9% same-store sales growth over the last year or so, which is a pretty big number. Their marketing is on an organic healthier food angle, and also focusing on smaller format stores in metropolitan areas. That seems to be paying off. As a royalty, there aren’t many costs. Payout ratio is at about 100%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2016-06-24 $21.920

They do daylighting, exposing underground wiring and pipelines. Seem to be able to do it quicker and more efficiently than their competitors. Great management team. Have been through downturns before and have managed it. However, looking at the valuation, it looks like it is priced to perfection at 24X forward earnings. Has a pretty good growth plan, and if they can deliver on it there is some potential for a return. The problem is, they moved into the US and have seen their margins depressed. Not confident they can get those margins up to historical levels.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2016-06-24 $42.920

One of his biggest holdings and he is happily buying it. It has exposure to the UK and Europe, but doesn’t think there is going to be any impact to its business operations. The smartest investors he knows and will probably use their beautiful balance sheet to make wonderful acquisitions going forward.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BBU.UN-T Brookfield Business Partners LP Market Call (BNN TV) 2016-06-24 $25.820

A new limited partnership from Brookfield. Made up of a collection of different assets such as private equity assets, ownership and other publicly traded companies. It came out at around $30+. Typically, people get rid of it because it’s a duplication of something they already have, but they really should be buying it instead. Hasn’t decided what his strategy is yet, but he wouldn’t discount this company. The price looks quite interesting.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK BOS-T Airboss of America Market Call Tonight (BNN TV) 2016-06-24 $14.100

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2016-06-24 $38.840

Doesn’t own any oil/gas producers. Got out of them in 2015. This and Suncor (SU-T) are the 2 best run oil/gas companies in Canada. For conservative portfolios, 1 or 2 of them could find a place in your portfolio. He is not over the moon about buying oil/gas stocks at $48 oil.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CSU-T Constellation Software Inc. Market Call (BNN TV) 2016-06-24 $500.840

A well-run company and the CEO has created an unbelievable free cash flow machine, buying up software companies and having annuity revenues, and using the free cash to continue to buy more, etc. They now have a suite of thousands of companies and are on the hunt to buy more. This is on his radar screen, but he just can’t stomach buying it at this valuation.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-06-24 $27.800

(A Top Pick March 3/16. Down 29.31%.) This has been a bit of a wild ride. Their most recent earnings release was pretty good. They delivered on what they said they would. Then the whole strategic review narrative started to take over and 2 private equity firms backed out. The valuation shows this is cheap as it can be at 3.5X forward earnings. They have positive cash flow and growing revenues and a global footprint, but are trading at such a cheap level.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
DON'T BUY CXV-X Convalo Health International Corp Market Call Tonight (BNN TV) 2016-06-24 $0.230

Doesn’t follow this too closely. A rollup for rehab facilities. He doesn’t buy into the rehab market rollup story. There are better quality companies out there.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT DBO-T D-Box Technologies Market Call Tonight (BNN TV) 2016-06-24 $0.550

This creates a motion seat for theatres. They had a quarter where the stock really got hit, down 16% over 2 days. The balance sheet is strong and there is a lot to like here. Feels they have a long runway for revenue growth.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY DH-T DH Corporation Market Call Tonight (BNN TV) 2016-06-24 $32.110

A transaction processing, loan administration type of business. A Short report came out talking about a big acquisition they did giving them a global platform to sell and cross sell their services. The report said they were not going to be able to get any growth, legal issues, etc., but the company released an earnings report which squashed the report. That was followed by another release which wasn’t a great quarter. It is now pretty cheap at about 12X earnings and pays a 4% dividend, and has potential for dividend growth. He likes this.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY DIS-N Walt Disney Market Call (BNN TV) 2016-06-24 $95.720

Buy the stock or buy some call options for one month out? If you want to buy call options one month out, you should go to the casino, as it is the same type of business. He is buying the stock as it is attractive here. Has sold off materially from its all-time high of $120 a share. There are worries about ESPN, cord cutting and overpaying for some of the sports, but they own such wonderful assets. Valuation is very cheap for a company that he expects to have double digit earnings growth for the next few years.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY EMP.A-T Empire Company (A) Market Call (BNN TV) 2016-06-24 $21.160

Has finally joined the club of grocery chains that has messed up and fallen flat on their face. It looks like they bought Safeway right at the top. Integration is not going well. Last 2 quarters have been poor. It is going to take some time. If you are a patient, long-term investor, this is an excellent time to buy. 1.9% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT FFH-T Fairfax Financial Market Call (BNN TV) 2016-06-24 $665.210

This has always been a very defensive investment, because Prem Watsa is a very conservative investor. He created an enormous amount of wealth for shareholders over the long-term. Has followed the model of Warren Buffett, which is owning an insurance company and using the proceeds to float to buy other companies. He has done a wonderful job. Doesn’t think you can go too far wrong owning and buying this company.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
BUY GOOG-Q Alphabet Inc (C) Market Call (BNN TV) 2016-06-24 $675.220

The only FANG stock he likes, because it is the most profitable and has a wonderful balance sheet, and they dominate the search business. This is one you could definitely buy here. Just keep in mind that the Cdn$ is also down. An attractive entry point.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT GRC-X Grenville Strategic Royalty Market Call Tonight (BNN TV) 2016-06-24 $0.380

Had a bit of an issue with their most recent earnings release, and had to do with the dividend payout ratio. It is calculated as a regular payout, but they also include a fake kind of sell part of their business, and count that under the earnings line into the payout ratio. Not reliable and not necessarily sustainable. He wouldn’t own this and rely on the dividend.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT IT-T Intertain Group Market Call Tonight (BNN TV) 2016-06-24 $11.530

Really cheap 3 months ago and then news of the strategic review came out and there was a nice little pop on the shares. There is a lot of uncertainty going on right now. They pushed back their AGM because at the end of June they are going to come out with an announcement of whatever’s happening with their strategic review. But now with the BREXIT vote, his worry would be that whatever deal was in the works, it is either being put on hold or being quashed. Too much uncertainty for his taste.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2016-06-24 $17.350

It is hard for him to get excited about this company. Just when it seems that they are out of the woods, something else happens. The issue for life insurance is the weak Cdn$, low interest rates and that the stock market hasn’t taken off. Trading at 0.9X BV, which would probably be of interest to a deep value investor.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-06-24 $47.030

(A Top Pick July 21/15. Down 29.68%.) This was a very cheap valuation at $70, and is even cheaper at $49. People at the beginning of the year got it in their head that we are at Peak Car, and that GM and Ford are not going to sell as many cars, and if interest rates go up, it is going to be bad for car leases. He continues to buy more and average down.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK NA-T National Bank of Canada Market Call (BNN TV) 2016-06-24 $44.050

(A Top Pick July 21/15. Up 2.16%.) Wrote down some assets, and were affected by oil/gas write-downs as well, so it hasn’t been the strongest year for them. Still trading at 8 or 9 times earnings. Their last quarter was very good.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK ORCL-N Oracle Market Call (BNN TV) 2016-06-24 $39.230

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2016-06-24 $52.700

A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders’ best interests. Dividend yield of 2.88%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
TOP PICK PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2016-06-24 $1232.140

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2016-06-24 $0.190

This has been a disaster. On the recent quarter, year-over-year growth looks quite solid, but quarter over quarter wasn’t too great. This kind highlights the risk of getting involved in businesses that are reliant on government funding. It just seems that they can’t put together a quarter without any negative news.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD PM-X Prism Medical Ltd. Market Call Tonight (BNN TV) 2016-06-24 $9.500

Mobility equipment. They bought the lift business division of Shoppers Home Health. It has a 5% dividend yield, but is higher risk. He thinks they will be able to grow into their earnings and cash flows and help support that dividend.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT RPI.UN-T Richards Packaging Income Fund Market Call Tonight (BNN TV) 2016-06-24 $23.300

This is a tough business. Packaging is a good consumer staples type of business. They do all the things right. Have a good dividend, raise it, and do share buybacks. He just can’t get past the illiquidity. Also, there has been quite a big run up on shares recently. Now trading at multiples that are on par with something like CCL Industries, which is much larger and a much more liquid company, which he would prefer.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY RY-T Royal Bank Market Call (BNN TV) 2016-06-24 $77.210

Likes this and the Canadian banks. Over the long-term, anybody who has owned Canadian banks has earned significant compound rates of return. They are not expensive and you get a nice dividend growth. Dividend yield of 4.2%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK SAP-T Saputo Inc. Market Call (BNN TV) 2016-06-24 $37.720

(A Top Pick July 21/15. Up 29.12%.) There was a listeria scare with some of their chocolate milk, which had an impact on the stock. However, their last quarter was very strong. They are having an issue right now because of low dairy prices. The balance sheet is in good shape and he thinks they are ready to pounce and make some acquisitions.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK SAP-T Saputo Inc. Market Call (BNN TV) 2016-06-24 $37.720

A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
STRONG BUY SBUX-Q Starbucks Market Call (BNN TV) 2016-06-24 $54.680

Visa (V-N) or Starbucks (SBUX-Q)? A hard choice, because they are both wonderful, wonderful companies. On this one, you get the retail and the wonderful loyalty of people. It has never been cheap and may never be on earnings multiples, because it is such a good business to be in. They will be generating free cash flow to the end of time. He is still sitting on the fence on this. 1.5% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK SIS-T Savaria Corp Market Call Tonight (BNN TV) 2016-06-24 $8.060

(A Top Pick March 3/16. Up 37.58%.) He still likes this. They are involved in accessibility equipment such as stair lifts, etc. This is a demographic tailwind in that people want to stay in their houses longer. Recently acquired the automotive division of the Shoppers Home Health Care which builds on their van conversion business. They also did a $20 million financing for purposes of future growth. Thinks that they have a few acquisitions in their back pocket they are thinking about. When that happens, they will be back on the growth track. Still a Buy.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT SJ-T Stella-Jones Inc. Market Call Tonight (BNN TV) 2016-06-24 $48.040

Getting some attention right now because Canadian Pacific (CP-T) had some weak results and people are wondering if there is going to be demand. On railroad ties, there is always a minimum demand. This is a company he likes, and they are a long-term value creator for shareholders. 

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
DON'T BUY SOX-T Stuart Olson Inc Market Call Tonight (BNN TV) 2016-06-24 $6.210

An infrastructure company. This space has been getting a lot of attention lately because of budgets and stimulation of the economy, and this is probably his least favourite. Bought a pretty large electrical firm out West, and the timing was not great. There are better options in the sector.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD STN-T Stantec Inc Market Call Tonight (BNN TV) 2016-06-24 $32.300

Infrastructure company. Had a stint where they had slow growth and not doing too much, but that is a good thing. A steady dividend grower which adds value to the dividend. Did a water infrastructure acquisition, and that is going to take some time to digest, but over time, when they can buy some synergies with that, they will be reward.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY TD-T Toronto Dominion Market Call (BNN TV) 2016-06-24 $55.240

Best Canadian bank? This is one of his favourite banks. Because they have strong exposure to the US, it has done an incredible job of building out their branch networks. The US is going to be a safe haven. You may see more money flow into the US, which might be good for this bank.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TEVA-N Teva Pharmaceutical Market Call (BNN TV) 2016-06-24 $50.010

One of the largest generic drug makers. Less risk than some of the other drug makers, as it doesn’t own as many branded blockbuster drugs. They are in the midst of acquiring the generic business from Allergan (AGN-N). The company is confident their earnings will grow significantly which will diversify their portfolio. Very cheap on an earnings metric. As we age, people are going to be using more drugs, and generic drugs are probably going to be prescribed more, given the lower prices.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY TS.B-T TorstarCorp (B) Market Call Tonight (BNN TV) 2016-06-24 $1.580

A classic value trap. It is cheap for a reason. The high dividend is really attractive and can suck you in. They are making an effort to adjust by restructuring and going digital. However, the institution is so large that he worries that they are going to go through all this work, turn around and adapt to what it is like today, but by the time they do that, the environment will have already changed.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD TWTR-N Twitter, Inc Market Call (BNN TV) 2016-06-24 $16.440

This is not making any money yet. Thinks they are cash flow positive and are investing for the future. The stock has been dismal since the IPO. If you own, wait for somebody to come along and acquire it.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
STRONG BUY V-N Visa Inc. Market Call (BNN TV) 2016-06-24 $75.050

Visa (V-N) or Starbucks (SBUX-Q)? A hard choice, because they are both wonderful, wonderful companies. This one is very attractive here. Just acquired Visa Europe. 0.75% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY WCN-N Waste Connections Inc. Market Call (BNN TV) 2016-06-24 $69.330

For a 5 year hold? If you believe there is going to be more garbage produced in North America, this one is certainly going to haul its fair share. The slowdown in oil/gas has hurt their business a little, but if the Canadian economy continues to grow, this is a good business to be in. However, it is not cheap.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY WSP-T WSP Global Inc. Market Call Tonight (BNN TV) 2016-06-24 $39.250

Has liked this ever since they did the Parsons Brinkerhoff acquisition, which really gave them a global base to do their construction projects from. They continue to make more acquisitions that are interesting. 3.8% dividend.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
TOP PICK XTC-T Exco Technologies Market Call Tonight (BNN TV) 2016-06-24 $12.200

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT ZZZ-T Sleep Country Canada Holdings Market Call Tonight (BNN TV) 2016-06-24 $22.990

They are opening stores everywhere. A nice, slow growth business. They are finding ways to expand their margins. It almost has a recession resistant tone to it. He wouldn’t expect the same type of returns that we have seen recently, but overall it is a solid name and well-managed. For a long-term patient holder, he thinks you can do well with it.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-23 $0.020

Markets. We are in a mild deflationary period, and when we get these deflationary shocks, all asset prices spike down and the US$ responds in a very violent upward motion. We had that at the beginning of January/2016. It has been relatively peaceful since mid-February, and the markets are going to be boring until we get another deflationary spike. Had thought Brexit could have been a potential for deflationary spikes. The US election in November could be a spike. Feels the US$ is the place to be.

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) 2016-06-23 $0.020

Markets. When you look at what the British pound has been doing over the last couple of days, and also that we had a big move in the marketplace, he thinks investors are voting with their money and saying that the status quo will likely remain. Hopefully tomorrow there will be a little bit of a solution so that we don’t need to use the word Brexit anymore, at least for some time. Looking at the S&P 500, we are trading at 18X forward earnings, and 19X on the TSX. In the last 10 years they have both traded on an average at about 14X, so we are at a bit of a premium. Interest rates have acted as a bit of a safety net or tailwind for equities, but really the key variable is to see an improvement in earnings growth at some point in the back half of this year and into next. The S&P 500, pushing above the 2100 level 3 times, seems to be a serious area of overhead supply. We are there again right now, so let’s see if we can break through that. Based on valuations, he is a little cautious that we can break through that. We still have some more geopolitical issues which are happening globally.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-06-23 $96.100

Sold his holdings recently at about $100. Over the last little while, has realized that iPhone sales growth is starting to wane a little. Representing 2/3 of the revenues, he believes that is a bit of an issue. Valuation wise it is still very cheap, trading at around 10 or 11 times forward earnings. Has lots of cash on the books and paying a dividend, but thinks penetration in China is not as strong as people had hoped. Also, on the next iteration of iPhones, are people going to line up and is it going to be as successful as the previous ones.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2016-06-23 $96.100

(A Top Pick June 25/15. Down 23.08%.) He is concerned with the lack of new product and the lack of change with the iPhone. It is being reported that the new iPhone is not very different than the current iPhone. Also, feels penetration in China isn’t as strong as they had hoped.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
TOP PICK ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2016-06-23 $61.310

From a valuation perspective, he likes this a lot. This was a spinoff from Abbott Labs (ABT-N) in 2013. They are more of a research based pharmaceutical global name. Has a really good pipeline with 20 new products and indications coming through in the next few years through 2020. Shares are pretty attractively valued, trading at a forward price earnings multiple of only 12X. Long-term EPS growth rate is only 13%. You also get a 3.7% dividend yield, which is expected to grow at almost double digit over the next few years.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2016-06-23 $63.560

Gold stocks had been beaten down, but he just can’t see how much higher they can go without the gold going substantially higher. His model price is $24, a negative 63%. Very, very expensive.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
BUY AMGN-Q Amgen Inc. Market Call (BNN TV) 2016-06-23 $152.270

He likes healthcare. His model price is $163.61, an upside of 9% from the current price of $152. A year from now he feels it is worth $179. 2.7% dividend yield.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
BUY on WEAKNESS ARE-T Aecon Group Inc Market Call (BNN TV) 2016-06-23 $17.580

If the world’s governments are going to do anything in the next 5 years, it is going to be infrastructure. He likes this play. His model price is $16, but he would love to get it back at $13.60, and he would be a buyer.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
PARTIAL BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-06-23 $53.200

The ownership structure is a little under the cloud here, in terms of the original owners at how much stock they own. His model price is $65.44, a 25% upside. Would love this at $42, but $52 is not bad. Pick away at this.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
BUY on WEAKNESS AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2016-06-23 $19.640

There is huge volatility in this. His model price is $22.32, a 15% upside from the current price. He would love to get this on a pullback to $16.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2016-06-23 $14.040

From a valuation standpoint it looks to be pretty cheap at about 10X forward earnings, but these banks have been cheap for a while. The hope of interest rates finally moving higher has really been there to push these bank stocks higher. Interest rates are going to be pushed further along in terms of the pace of hikes down the road. Because of that he has traded this recently, buying at about $13.50-$14 and selling it at $15. There are other names that are a bit more attractive in the US financial space, such as J.P. Morgan (JPM-N).

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-06-23 $60.250

(Market Call Minute.) He likes this for the dividend and you are getting a nice cash flow, but valuations are getting a bit lofty.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
BUY on WEAKNESS BLK-N Blackrock Inc. Market Call (BNN TV) 2016-06-23 $356.850

His model price is $226.98. Current price of $355 is a 35% overvaluation. Would buy this at $228, what he considers its BV. This is often mentioned as one of the systemic risks in this market. There are a lot of redemptions from Sovereign Wealth Funds, etc., and this is where all those assets lie. Be very cautious on this.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
PAST TOP PICK C-N CitiGroup Market Call (BNN TV) 2016-06-23 $44.460

(A Top Pick June 16/15. Down 22.07%.) The market is questioning the balance sheet. It looked like the Fed was ready to move on rates. Feels you should have a bit of this along with Citigroup (C-N) in case things turn around positively. It is hard to recommend it here.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
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