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
  
HOLD EMA-T Emera Inc Market Call (BNN TV) 2017-10-16 $48.330

EMA-T vs. FTS-T.  Utilities and rate hikes.  Most of the calls around interest rates are for 1 more non-aggressive interest rate rise.  It may not have as great a rise in utilities.  They are doing what utilities have been doing recently – consolidating.  You might see a slide down within the trading range.  FTS-T has an uptrend, unlike EMA-T.  It’s okay if both go sideways because you collect the dividend.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-10-16 $52.010

The utility space is a wonderful space in your portfolio. This one has guided for double digit dividend growth going forward. For income, you can’t beat this area. In a diversified portfolio, especially in Canada, you have to own 1 or 2 of these. One thing that worries him is that this is more focused on oil. He would prefer a more regulated utility such as Canadian Utilities (CU-T) or Fortis (FTS-T).

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK ETFC-Q ETrade Financial Corp. Market Call (BNN TV) 2017-10-16 $44.490

(A Top Pick May 3/17, Up 23%)  He was looking to a breakout of the stock.  It still has lots and lots of upside.  It was underappreciated but now has a lot of room to go.  You could get pullbacks in the next couple of weeks and then you could buy more.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Yes View
TOP PICK ETFC-Q ETrade Financial Corp. Market Call (BNN TV) 2017-10-16 $44.490

It has lots of upside.  You want to own stocks for the winter.  If there was a 3-5% pullback, then this one would do so and it would be a great time to buy it.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Yes View
PAST TOP PICK EWZ-N iShares MSCI Brazil ETF Market Call (BNN TV) 2017-10-16 $42.940

(A Top Pick May 3/17, Up 14%)  He took a 3% position.  Sometimes these things don’t work out.  You had a broken downtrend.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Yes View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2017-10-16 $174.520

The world’s best advertising medium. If you look at the product online, they follow you around. They know what you like, who your friends are, what you are wearing. There are even some rumours they can listen in on your phone when you are talking. They and Google (GOOGL-Q) capture only a small amount of the world advertising market, so there is a long runway of growth. (Analysts’ price target is $200.)

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD FCX-N Freeport McMoran Copper & Gold Market Call (BNN TV) 2017-10-16 $15.270

It is a consolidating stock since mid-2015.  There is technical resistance about $16.  It keeps repeating this.  If it could break this it would be quite bullish.  Until then it is moving sideways.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
BUY FFH-T Fairfax Financial Market Call (BNN TV) 2017-10-16 $642.540

It is on his buy list.  He likes that management has been switching out of more hedgy types of positioning and into traditional long approaches to the market.  FFH-T has good exposure to India.  He likes it.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS No View
HOLD FTS-T Fortis Inc. Market Call (BNN TV) 2017-10-16 $46.140

EMA-T vs. FTS-T.  Utilities and rate hikes.  Most of the calls around interest rates are for 1 more non-aggressive interest rate rise.  It may not have as great a rise in utilities.  They are doing what utilities have been doing recently – consolidating.  You might see a slide down within the trading range.  FTS-T has an uptrend, unlike EMA-T.  It’s okay if both go sideways because you collect the dividend.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
BUY FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-10-16 $46.140

Has had 44 years in a row of dividend growth. Just announced a 6.25% increase, $1.70 a share. Our world is going to need electricity 44 years from now and this company has a wonderful installed base. 3.7% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT HLF-T High Liner Foods Market Call Tonight (BNN TV) 2017-10-16 $14.190

The chart has been ugly. In the last 2 quarters, they’ve been hurt by plant inefficiencies and a recall on a number of products. The good news is that the past president is back. He grew the company when it was a $100 million sales company to a billion-dollar sales company. If they get some of those issues right, you could see a meaningful upside in the company. Valuation is very cheap. There are rumours the company is interested in getting into canned fish as well, which would be a natural fit. Has a wonderful distribution network and a wonderful group of clients.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY HXDM-T Horizons Intl Developed Markets Equity Index ETF. Berman's Call 2017-10-16 $32.100

It is a very good strategy.  They don’t own the stocks but buy a derivate (futures based swap contract) so you don’t get a tax withholding.  This is an advantage in taxable accounts.  It’s only been out a short while.  It is a very good product for people focusing on tax efficiency.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY ITP-T Intertape Polymer Group Market Call Tonight (BNN TV) 2017-10-16 $18.980

Trading at $25 a few months ago and dropped down to the $19 range. He is hoping it can go back up to $25 and much higher. They warned last quarter that this was going to be a tougher year. Juggling a lot of projects and a lot of them are not delivering cash flows. They buy a lot of plastic and chemicals, and with the hurricanes in Texas and Florida, it has pushed up some input prices. They won’t be able to pass that off to customers in the short term. Expects an ugly Q3, but hopefully there will be some good communication and messaging that things are improving. For long-term investors, this is a good opportunity.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT KFY-N Korn/Ferry International Market Call Tonight (BNN TV) 2017-10-16 $40.100

In 2016, the stock dropped to $19. He thought the market had mispriced the stock. At the time, they had a huge amount of cash on the balance sheet. They used it to acquire Hay Group and diversify their business into pension benefits. Still thinks this has a lot of wind in its sales. Valuation is still quite cheap. He is very excited about this company and its future.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY KPT-T KP Tissue Inc Market Call Tonight (BNN TV) 2017-10-16 $15.090

As a hold for the next 5 years?On a total return basis, this is not as terrible as the stock price suggests. It has underperformed. There has always been something that pops up to hurt them over the past few years. It looks like pulp prices continue to go higher, so he doesn’t expect the best quarter in Q3. However, they have pricing power because their branded tissue toilet paper has been able to pass those price increases on to customers. He likes this for the 4.7% dividend. They have ambitious growth plans.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
WEAK BUY MA-N Mastercard Inc. Berman's Call 2017-10-16 $146.220

When the consumer is at risk, such as in an economic slowdown, it is this one that underperforms.  When the economy performs well and credit is building it does well.  He is cautious right now.  He thinks it is extended and is late cycle.  This is a payment processor and not a lender.  Non-payment risk goes to the underlying financial institutions.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
HOLD MFI-T Maple Leaf Foods Berman's Call 2017-10-16 $33.290

There is some short term resistance.  There is nothing wrong technically.  He would be concerned if we took out the lows from the last couple of months.  The long term trend line looks good.  He is not concerned right now.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK MRC-T Morguard Corporation Market Call Tonight (BNN TV) 2017-10-16 $192.000

(A Top Pick Nov 3/16. Up 12%.) A long-term holding for him. The company likes to buy distressed assets and real estate when it has been beaten up. They are working to do things with Temple Hotels in Alberta. An undervalued net asset value play. Feels the company is worth $240-$250 a share.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-10-16 $77.650

(A Top Pick Nov 3/16. Up 34%.) He likes its exposure to the Cloud, an incredible business. They aren’t making money on the Cloud at the moment. However, unlike Amazon (AMZN-Q), they are funding their Cloud ambitions with a business that is gushing cash. 80% margins in their software business. Feels the Cloud is going to be a $1 trillion plus business.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY MX-T Methanex Corp Market Call (BNN TV) 2017-10-16 $62.570

It is a volatile stock.  It could be said to have a head and shoulders pattern.  It is a harder chart to read.  There is no clearly defined trend.  At this moment, the technical resistance it is at the last peak and it may get back down to the last support level.  He would not play it because it is hard to decide where to buy and sell it.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2017-10-16 $61.000

Thinks this is his best idea. Trades at a discount to the big Canadian banks on a PE basis, and is generating higher return on equity. Has one of the best divisions which the market is not properly pricing; their fund administration business.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH NXE-T NexGen Energy Market Call (BNN TV) 2017-10-16 $2.690

Lows are getting a little higher so there is a potential of a consolidation ending.  A consolidation is great because it could mean a change in the outlook.  If it breaks, good, otherwise he does not want to own it.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
DON'T BUY PD-T Precision Drilling Berman's Call 2017-10-16 $3.270

The energy sector is challenged.  He has owned this one on and off over the years.  When there is potential growth in drilling this is a go to stock.  It seems the lack of pipelines out of Canada will be a problem.  This stock will probably not have a material rally.  If we have a regime change in 2019 and there is more openness to pipelines we get a change.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2017-10-16 $35.530

(A Top Pick May 3/17, Up 4%)  It was a little more defensive for the summer.  He wanted the dividend.  It was a sideways moving stock.  It is making some progress to breaking out of the consolidation.  If it does not carry on upward he will ditch it.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Yes View
COMMENT QSR-T Restaurent Brands International Market Call Tonight (BNN TV) 2017-10-16 $83.780

He loved this when everybody hated it. The stock had gone nowhere for years. Now people clearly like the stock, and the stock has gone up to the right. People are addicted to their phones. Even with people reducing cable spending and cutting the cord, the company has done a terrific job of increasing cable and reducing the churn. He doesn’t think this is as undervalued as it was. Feels all the telcos have been bid up because of the consistency of earnings and dividends. He still likes the telcos.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2017-10-16 $67.200

He loved this when everybody hated it. The stock had gone nowhere for years. Now people clearly like the stock, and the stock has gone up to the right. People are addicted to their phones. Even with people reducing cable spending and cutting the cord, the company has done a terrific job of increasing cable and reducing the churn. He doesn’t think this is as undervalued as it was. Feels all the telcos have been bid up because of the consistency of earnings and dividends. He still likes the telcos.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH RNW-T Transalta Renewables Market Call (BNN TV) 2017-10-16 $14.060

There is a rounded look to the current pattern.  Back in 2016 it found a level about $13 and is the ‘Trump Dump’ where it found support.  That will continue to be your level of support.  It is in a bit of a bearish pattern but if it bounces off the support level it could be good.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
WATCH S-T Sherritt International Corp. Market Call (BNN TV) 2017-10-16 $1.280

Golden Cross?  It implies a break through a shorter moving average by a longer moving average.  It is in a sideways pattern and you will get a lot of these.  It does not mean it is a good thing because it has done it a few times.  He would want to see it break $1.50. 

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
PAST TOP PICK TAP-N Molson Coors Brewing Company Market Call Tonight (BNN TV) 2017-10-16 $82.750

(A Top Pick Nov 3/16. Down 18%.) Hasn’t worked out recently, although his long-term clients have done quite well on this. They didn’t have a very good analysts’ day. Tried to rectify miscommunications they had with analysts. Had a Q2, that was better than what some analysts expected. Thinks it has something to do with what is going on with all consumer packaging goods. He would still make this a top pick.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH TD-T Toronto Dominion Market Call (BNN TV) 2017-10-16 $71.020

It broke out since he was on last.  All the banks except CM-T did that.  It is a little parabolic.  It is probably a little overbought.  If you saw a pullback it should not go below $70 and would be a great buying opportunity if it did pull back.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-10-16 $71.020

He loves the banks. This is Canada’s most efficient bank. They are doing a wonderful job in the US. If you are worried about the impact of the Canadian housing market on the banks, this one would be one with less exposure. Prefers National Bank (NA-T). Expects a 7%-8% dividend increase this year.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY TFII-T TFI International Inc Market Call Tonight (BNN TV) 2017-10-16 $32.470

This is trucking. Doesn’t think it is going to have the best quarter because of the hurricanes, although it looks like business has picked up, so they should do quite well. They move a lot of goods between Canada and the US. Trucking has been weak in the 1st two quarters and it looks like things have improved a great deal. The company is significantly undervalued. The CEO is brilliant, and has a terrific plan of unlocking value. He buys shares back when prices are low.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2017-10-16 $23.060

It broke the old trend line in early 2016.  At the end of the year it started into a downtrend.  Currently it is still in it. 

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
TOP PICK VI-T Vanguard FTSE Developed All Cap ex Nrth Amer Idx ETF. Market Call (BNN TV) 2017-10-16 $28.690

It is hedged to CAD$.  It is a way to own a broad selection of stocks outside of North America.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Yes View
WATCH WFT-T West Fraser Timber Market Call (BNN TV) 2017-10-16 $74.560

It is experiencing a cup and handle, or a rounded bottom.  It is a smooth transition from a downward transition to an uptrend.  The most important part is that it was a rounded approach.  There is resistance at this point.  If it gets thought it, it looks pretty good.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
WATCH XBB-T iShares DEX Universe Bond ETF Berman's Call 2017-10-16 $30.780

The broad Canadian bond market.  The interest rate risk on the broader market is at 7 which mean if we see a 100 basis point increase in interest rates, you will lose about 7% in terms of capital.  It is not time to step in yet.  If interest rates went up 25 basis points then it would be time to move in.  Don’t extend duration until interest rates go up a little but.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS ZPR-T BMO S&P/TSX Laddered Preferred Berman's Call 2017-10-16 $11.790

Laddered preferreds.  They do well in rising interest rate environments.  Fundamentally it is not cheap here.  He got a lot a year ago.  He does not like the relative value here.  He would buy into weakness on a pull pack.  That could happen in December.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-13 $0.020

Market. Markets have become politicized where we have seen changes of government in most countries. Everyone is starting to see their populism moving into the markets. In Canada we have the impact of the proposed tax reforms, which is not being received well by a lot of people. Those kinds of dynamics are occurring across the globe. Quantitative easing has definitely helped markets across the globe move to high levels.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-13 $0.020

What US bank do you prefer? Under Obama, the banks that made sense were the regional banks, because the regulatory glare was very onerous. Under Trump, that has kind of softened, and we are under a rising interest rate environment. Some of the US money centred banks make sense. He owns the BB&T (BBT-N) on the regional side. He also owns Bank of America (BAC-N) which just announced very good results.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-13 $0.020

Market.He is concerned about high valuations. It’s hard to go against the tape which is really strong and good. He is more of a bottom-up and goes stock by stock by stock, which is just harder and harder and harder to find. We have to start worrying about being priced to perfection. If something comes down the road that isn’t quite as rosy and shiny as we would like, there could be pullbacks of 5%-10%, or even worse. If interest rates rise, we could see a substantial pullback, but there has been a reluctance to raise interest rates. There are also the things we don’t know about. For example, the Greek sovereign debt problem. Would that have been predicted to have as much effect as it did?

Matt Kacur NORTH AMERICAN UNKNOWN _N/A View
DON'T BUY ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-10-13 $16.780

A good company. Results are a little weaker than what he would like. They used to earn a 9% ROC, but is now down to 5%. It doesn’t look that cheap right now.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-10-13 $60.380

One of Canada’s best operators in retail. Convenience stores and gas stations. They are in all Canadian provinces and in 42 states. They are also in Scandinavia, Ireland, Baltic and Russia. Recently bought the Circle K company, and are converting a lot of their stores over to Circle K. Dividend yield of 0.6%. (Analysts’ price target is $72.)

Matt Kacur NORTH AMERICAN UNKNOWN No View
TOP PICK AVGO-Q Broadcom Market Call Tonight (BNN TV) 2017-10-13 $247.960

A $100 billion market cap company. Think Cloud, think big data, think automation. They have wireline products, wireless products, enterprise storage, industrial automation, etc. They’ve been making a huge rate of return. It is undervalued. Dividend yield of 1.6%. (Analysts’ price target is $290.)

Matt Kacur NORTH AMERICAN UNKNOWN No View
COMMENT BABA-N Alibaba Group Holding Market Call (BNN TV) 2017-10-13 $178.450

This is a play on the underlying social media, logistics, delivery. In terms of the Chinese economy, it has a highly dense population, and if you want to deliver products, you just can’t go to the big box stores, so you get a delivery price which comes with the Ali Baba story. The valuation is very steep, and if it were a little lower he would potentially take a position. A very binary story as far as valuations go, but he recognizes it as a quality company.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
COMMENT BTO-T B2Gold Corp. Market Call Tonight (BNN TV) 2017-10-13 $3.440

Had liked this in the past. At this point, it is probably a good idea. Back in their heyday of 2010-2011, they were earning a 17% return, which then plummeted all the way down to zero, and has now nudged its way back up to 5%. On a relative gold to gold basis, you have an improving return with a decent valuation. This is pretty good.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY BX-N Blackstone Group LP Market Call (BNN TV) 2017-10-13 $32.930

Private equity works by you having to put capital in, but after a period of time, they have to give it back. A lot of money owned by companies like this, can effectively be under risk of having to return it. If they can’t raise additional capital, their sustainability longer-term of the dividend, is somewhat in question. The 2nd issue is that you have a business that really makes all its money by buying when there is a recession and selling when there are frothy markets. At this point, we have very frothy markets. Anything that needs to be sold probably has been sold, and moving forward, the likelihood of performance improving may be modified lower. This is a kind of company you want to buy during a recession.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
DON'T BUY CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-10-13 $11.440

Has always had a low ROC, and is actually getting a little worse. Uranium prices are pretty close to their low as well. Dividend yield of 3.6%.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2017-10-13 $33.470

This did very, very well when we had the big expansion of fibre globally. Since then, they really haven’t done a whole lot. Huawei has come out of China, and has become a very painful competitor for them. Basically, Cisco just serves the US and some other markets to a lesser degree. He sees it as a challenged story, and it has to figure out where the next growth path is. The 3.5% dividend is safe, but he doesn’t see a ton of upside here.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
PAST TOP PICK CSX-Q CSX Corp Market Call (BNN TV) 2017-10-13 $52.830

(A Top Pick Jan 27/17. Up 12%.) This is a Hunter Harrison story. He is turning the company around. The unions and clients were getting unhappy, and if he works his magic as he has done in the past, we should see continued upside from here. Still a Buy.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT CVS-N CVS Health Corp Market Call (BNN TV) 2017-10-13 $72.600

In many cases this is a Trump Administration story. Drug stocks have come off significantly, along with the companies that sell drugs to the American consumer. There has been a recovery in a lot of the drug stocks, and he’s not 100% convinced that Americans want to give up Obamacare. Ultimately, this is a story of drug price inflation and the attempts of the government to rein costs in. Longer-term, it is an interesting story, but a very thin margin business. If you get a small drop in profitability, stocks tend to come back significantly. This may be a buying opportunity, but for him the margins are a little skinny and not on his radar.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
BUY CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-10-13 $72.600

This is a company that he likes, and with the stock price dropping makes it even better. There has been a lot of outside pressure in the space. However, the results are actually quite good. This is more about what people think is going to happen but hasn’t actually happened yet. The returns are very good.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-10-13 $97.380

This is a really great company. There are lots of companies with stretched valuations, and this is one of them. It looks too rich, as well as having a bit of problem with ESPN. His charts show him an improving ROC, which has been improving for about 8 years. Unfortunately, the stock has also improved for about 8 years. What if returns start to slide a little.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
TOP PICK GNRC-N Generac Market Call Tonight (BNN TV) 2017-10-13 $50.580

Manufactures generators for natural gas. The stock came down about 2 years ago and was trading at around $30-$35, and then along came some of those hurricanes. This is one of the companies that can supply power to homes. It looked undervalued regardless of that. (Analysts’ price target is $48.)

Matt Kacur NORTH AMERICAN UNKNOWN No View
PAST TOP PICK HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2017-10-13 $9.910

(A Top Pick July 24/17. Up 15%.) 64% of revenue comes from copper. There is some zinc in there as well. They are in pretty good locations as far as geopolitical risks go. He liked that they had an improving Return on Capital (ROC).

Matt Kacur NORTH AMERICAN UNKNOWN No View
TOP PICK HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2017-10-13 $49.230

Thinks it has a discount from BREXIT on it, but is very exposed to Asia, which is a real growth driver. Its key market is based in Hong Kong, which is pegged to the US$, giving US leverage on the interest rate rise. It has a China credit card business, which is new, because China is a closed credit card market. Has a very attractive dividend. It will benefit from rising interest rates as Net Interest Margin, a critical driver of buying profitability, will need to rise by 70% to reach pre- crisis levels. (Analysts’ price target is $41.22.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
TOP PICK INFY-N Infosys Technologies Ltd. Market Call (BNN TV) 2017-10-13 $14.710

An IT outsourcing company. When Mr. Trump got into power, the first thing he did was to bash all the foreigners, and a lot of the stocks, plus some of the tech stocks, were heavily reliant on this sector. Historically, it has had a very, very strong record of growing earnings something like 20% for 15 years. Very, very strong balance sheet. On Nov 1, they come into a $2 billion share buyback. Dividend yield of 2.7%. (Analysts’ price target is $15.50.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT INTC-Q Intel Market Call (BNN TV) 2017-10-13 $39.670

A company in transition. They did very, very well on the back of the desktop. As desktops became more pervasive, the stock ran up, but the world moved to a more mobile environment, and their ability to take a portion of that revenue has slowed. Great balance sheet and great story, but it is going to go through a transition into an environment where its chips aren’t as expensive. The longer-term story is of much smaller growth. He is a net seller of the semi space at this point. He would suggest Analog Devices (ADI-Q), on a market pullback.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
COMMENT IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-10-13 $26.120

He really likes this but can’t get there on valuation. A good operator and they’ve done a lot of good things. Earns a decent rate of return for a pipeline company, but is slightly higher than some of their counterparts. It is just out of the range of valuation that he would be willing to pay, around $20.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
TOP PICK KNEBV-HEL Kone Oyj Market Call (BNN TV) 2017-10-13 $0.010

A global elevator company. The dividend has risen substantially. In the last couple of years, it has been relatively dead money, but now we are starting to see an expansion of the global economy, so he expects it to start to move again. Cash reserves exceed all liabilities by a considerable margin. A good growth stock on urbanization. Countries like China and India need more elevators, and this company has the market share in both countries. Dividend yield of 3.4%. (Analysts’ price target is €44.00.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT KXS-T Kinaxis Inc Market Call (BNN TV) 2017-10-13 $71.170

This has taken a big tumble. A couple of months ago they announced the loss of a big client. This is the problem with high risk stocks. When you buy a very high valuation company that really has only one major product line, it can correct very severely because of something happening. The stock needs to be much lower before it would be attractive to him.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
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