stockchase picture

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

Table View - Opinions in Detail

Print Export
Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
BUY UL-N Unilever PLC Market Call Tonight (BNN TV) 2015-04-16 $45.060

Sales have turned out better than expected. This is a big consumer product company. Feels they are realizing that they have to consolidate their products and sell off non-core products.

Paul Harris, CFA GLOBAL UNKNOWN Unknown View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2015-04-16 $65.650

General Electric (GE-N) or Visa (V-N)? This is a credit card company that trades at a much higher multiple. They don’t take on any debt, but instead they are a toll booth. Between the 2, he would probably pick Visa because it is a much better longer-term growth story.

Paul Harris, CFA GLOBAL UNKNOWN No View
COMMENT VOD-Q Vodafone Group PLC Market Call Tonight (BNN TV) 2015-04-16 $33.960

Are the yields of 4.5%-5.5% sustainable on BCE (BCE-T), Verizon (VZ-N) and Vodafone (VOD-Q)? Most of the dividends are sustainable and he thinks they can afford to grow their dividends. BCE trades at a very high multiple at almost 16X earnings. Why people are worried about BCE is that it is not only a telephone company, but also a communications company. Verizon and Vodafone gives you much more of a pure play.

Paul Harris, CFA GLOBAL UNKNOWN Unknown View
COMMENT VZ-N Verizon Communications Market Call Tonight (BNN TV) 2015-04-16 $49.270

Are the yields of 4.5%-5.5% sustainable on BCE (BCE-T), Verizon (VZ-N) and Vodafone (VOD-Q)? Most of the dividends are sustainable and he thinks they can afford to grow their dividends. BCE trades at a very high multiple at almost 16X earnings. Why people are worried about BCE is that it is not only a telephone company, but also a communications company. Verizon and Vodafone gives you much more of a pure play.

Paul Harris, CFA GLOBAL UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-15 $0.020

Markets. Investors are looking at 2008 with memories of painful losses. They are kind of ignoring the fact that corporate balance sheets are much better, interest rates are at historical lows, earnings are solid and there is lots of takeover activity. Corporations have a longer-term viewpoint. If they are going to buy a company, they are looking at a 30 year timeframe, while individuals are only looking at the next quarter. Who knows what is going to happen in the next quarter? Looking at the big picture, corporations are quite happy to borrow money, basically at 0%, and buy growth. If a company is willing to pay 100% more for a stock to take it over, maybe individual investors should not be so worried. He has seen so many “doom and gloom” stories in the past 30 years, and he constantly gets bombarded by his customers about reading an article online. Basically it is the same old, same old, where someone has predicted a market crash and have backed it up with data. On the other side, there are people buying stocks, and they are not stupid, and they have backed it up with data as well. For Canadian investors, energy, resources and materials may not be the best place right now. He has been trying to focus his customers on companies that are growing 15%-30%, because scarcity of growth will be worth the premium in the market. He’s just launched a Growth portfolio with 25 stocks. Some of them are growing at 50%-60%-70%, and those will get a lot of attention down the road.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-15 $0.020

Interest Rates. Interest rates, going up in the fall, could trigger a lot of economic activity in the housing market, etc. and this is where investors are missing the ball a little. When the tapering came in, everyone worried about that for over a year and stopped buying bonds and the market went straight up. Thinks the same thing will happen with interest rates. There have been 7 years of preparation for interest rate hikes. When they actually do go up, maybe that will trigger some sort of event where money will start to flow faster and you get the acceleration of money, and people will start to feel that now is the time to buy that house, or to buy that car, because rates are going to go up. It could be quite good.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-15 $0.020

Airline sector? Today there was the Can-Jet problem where they are laying off two thirds of their staff. Industry capacity has changed a little bit. Historically it has been a horrible business. Why put yourself through that bother?

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-15 $0.020

Energy. Thinks there is still some downside risk in oil. He has a lot of customers asking if they should go zero percent in oil. He can’t predict the future and doesn’t know where oil is going to go, so he tells them to make sure their weighting in their portfolio is appropriate. Thinks 10% would be a maximum weight.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-15 $0.020

Markets. There is no secret that the global market is pretty much stretched. On a market cap weight it is about 18X, which is towards the high end. Bears will tell you that is of great concern, but there are pockets of value.  Within these large markets, like the S&P500 or Canada, there is incredible value. It is just whether you want to go down into some of those value names or whether you want to stick with what is working. Has been stopped out of a few names and hasn’t replaced them with a very good candidate yet. He puts investors into 3 categories. 1.) Those that have missed this rally, who have said they are not putting up with this again. They have stayed in cash because valuations are so high, so what is it going to take to get them back in. 2.) Those who didn’t do well in 2008, but have recovered, but haven’t changed the way they approach managing their money. If another 2008 comes along, he fears they will make another mistake. (Didn’t give #3.) He uses stop losses, which seems to work just fine.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-15 $0.020

Energy. He is not a fan of the energy patch, more because of its cyclical nature. It is fantastic to see some recovery, and very refreshing for a lot of Canadian investors. You have to remember that a lot of the valuation of these energy companies is based on $65-$70 oil, if not even higher. This rally is obviously welcome, but he is not sure it is as sustainable as some investors might think.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-15 $0.020

How do you apply your stop losses when the stock is moving up? He doesn’t enter Stops into his trading system. Uses an old-fashioned spreadsheet, linked in dynamically to his data feed. Has his spreadsheet showing red, yellow and green. Yellow he doesn’t mind, but red he does not like. It starts to tell him when things are weakening. He follows it up with a ratcheted level. His warnings are fairly simple and he is not looking at technicals at the 1st stage. 5% off of its high gives it a yellow, 10% gives it a red and then he watches it from there. He doesn’t usually let things get much further than a -10 or a -12. Is the name falling 10% (Eg.), but is the entire sector down 10%? That gives him a bit more comfort to sit tight on it. If it goes down 11%-12%, then he starts looking at the 50-200 day and does another whole sweep of his fundamental research reports, and then makes a decision. When you have a sector doing well, and for whatever reason your name in that sector is not doing well, you have to get out of the name and move on.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
BUY ADN-T Acadian Timber Corp Market Call (BNN TV) 2015-04-15 $17.800

Thinks this is buyable right now, but in the context with the forestry sector. He is always a little cautious about recommending a long-term investment in a cyclical sector. They have done very, very well over the last couple of years. Has a nice association with its parent Brookfield with all sorts of plans to make nice acquisitions. They are based on the east coast which gives them an advantage.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2015-04-15 $383.450

Wal-Mart (WMT-N) or Amazon.com (AMZN-Q)? 900 PE ratio. The reason this one has a sky high PE is because they don’t have any earnings at the moment. Of the 2, this would be his preference. This is one of his favourite names. One of the best moves he has ever done is moving away from old retail to new retail. Visionary management.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2015-04-15 $2.450

This is quite interesting. It has been decimated in the decline of oil. It went public at $18. This has a solid asset for a longer-term investor. If you like oil sands, you could buy this. Don’t trade it; just own it for the next cycle.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2015-04-15 $28.440

There seems to be a really, really massive investigation on insider trading. Unless there is a senior executive in trouble, and he can’t believe that would happen, he thinks the company looks really, really good in terms of access in the US to the online gaming market. When the investigation goes away, the stock will get a good push. Have done great acquisitions, great financings and they are the biggest company globally in this space. Have started to cross sell and adding new products to their existing customers. Selling assets to reduce debt and earnings are better than expected.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
STRONG BUY BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-04-15 $84.670

The IPO hit $120 at one point. He would definitely be looking at buying this name right now. It is in a perfect position. A big competitor to some of the big names in the US. One of the names he has enjoyed with some good success, is the PowerShares Golden Dragon China ETF (PGJ-N). He doesn’t see this stock in that, but it would certainly fit in nicely.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-04-15 $54.650

This is a very competitive space in Canada. Although there is price deflation occurring in this space we are spending more, which is a great combination for this company. What is surprising to him is how good their product really is. They are really doing well on their wire line growth. Great dividend yield.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2015-04-15 $79.610

Hasn’t owned this for a very long time. Has never had a really good feel for this over the years. It had very high expenses which has hurt its margins over the years, more so than any of the other Canadian banks. It tends to lag. His preference is Toronto Dominion (TD-T), Bank of Nova Scotia (BNS-T) and Royal Bank (RY-T).

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
HOLD CBI-N Chicago Bridge & Iron Co. Market Call Tonight (BNN TV) 2015-04-15 $51.790

This is an example of a name that he had owned, where he had got stopped out. He loved the name, so got right back into it. It had quite a rebound and he ended up taking his money off the table. If you own, he would recommend that you stick with it.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-04-15 $146.820

A solid, well-run company. An international company making packaging containers for things like Johnson & Johnson and a lot of consumer product companies. They get a big benefit from the US$. They know how to run a business. Cash flow is solid. Did a big dividend boost last quarter.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT CCT-T Catamaran Corp Market Call Tonight (BNN TV) 2015-04-15 $73.250

United Health has made an offer for the stock. He waited a few weeks to see if another offer would come through. What bothered him about the deal is that this would be dead money until the deal closed. To have a name sitting there going sideways for the next 5-6 months would not have been very beneficial to the performance in his portfolio. United Health is a phenomenal company, and you couldn’t have asked for a better name to be taking this over. There might be something to look for, in how they treat it from a tax perspective. There is always some risk of an antitrust situation or some other regulatory situation. He doesn’t think the deal will fall apart.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
TOP PICK CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-04-15 $4.850

Satellite company and also has exactEarth technology, which tracks vessels in the seas. Starting to consider spinning that out or IPOing it, and could turn out to be a nice value creator for them. More expensive than what he likes to see, at 27X earnings. Added it to his growth portfolio because the growth looks really, really good. The satellite market is really growing right now. They have a really good niche. When you are putting components onto a satellite, price is not an issue. This is a very, very high margin business in an industry that is growing very, very fast. Recently did an acquisition called Pacific Wave which makes components for satellites. Possible takeover target. Dividend yield of 2.53%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT CF-T Canaccord Financial Inc Market Call (BNN TV) 2015-04-15 $7.260

A very, very cheap company and trading almost below its BV and almost below its cash value as well. They are very highly tuned to the capital market, particularly the Junior markets in terms of technology and resources. He really doesn’t know why investors are not appreciating the stock. It has high leverage to capital markets, a great balance sheet, and great earnings potential if things go well, and as these finances come back, their leverage on investment banking fees and advisory work is very, very big. Good company.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK CMG-N Chipotle Mexican Grill Market Call Tonight (BNN TV) 2015-04-15 $677.600

An opportunity to pick up a pretty good name that has done a sideways move for some time. Millennials (generation Y) are taking to the name. The company is able to price what they want because consumers believe they are getting good value for their money and the quality is very high. Store count is around 1600 in the US, which he thinks is a very low concentration, considering what they have ahead of them. This doesn’t even consider what they are doing internationally.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2015-04-15 $1.290

Likes this company, but he cautions that it is a very thin trader, and very small. Involved in corporate recruiting, so are highly attuned to the economy. Have cash on the books and earnings are starting to kick in. Pays a very, very attractive dividend of over 6%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
WATCH CXV-X Convalo Health International Corp Market Call (BNN TV) 2015-04-15 $0.700

Trying to roll up the US drug addiction therapy market; this is a big problem in the US. There are lots of individual centres, and they charge an arm and a leg to go into these treatment centres for 30-90 days. A very fragmented industry. It is a big, big market. He worries that it is getting a lot of association with the management team, which has cross-executives with Patient Home (PHM-X). Patient Home stock has done well, but this stock is early stage. They don’t have the revenue, they don’t have the base and they don’t have the diversification. It is certainly one to Watch, but it is far riskier at this point.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT DEF-N Guggenheim Defensive Equity ETF Market Call Tonight (BNN TV) 2015-04-15 $39.250

Growth expense ratio on this is 66 or 74 basis points. That is a little high. It has a nice name. Defensive equity is a very alluring. It will probably do you no harm, but he would recommend you look at some of the Vanguards where they have incredible low expense ratios. You are going to find a lot of the defensive names falling into the low volume names category as well.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY DHX.B-T DHX Media Market Call (BNN TV) 2015-04-15 $8.540

This is one he would Buy and Hold. Great management team, great library and they have international sales. Starting to do good licensing deals with companies like Disney, Netflix, etc. Give it 3-5 years and let management build up the library and get the value from the library. Looks expensive right now, but as they grow the library and monetize it, it will start to look much, much better. He wouldn’t load up on it, but it is a solid name.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY DWI-T DragonWave Inc. Market Call (BNN TV) 2015-04-15 $0.910

This was a $14 stock 5 years ago and is now trading below $1. Destroyed quite a lot of shareholder value, and their past quarter indicated that orders had been pushed further into the future. Last quarter was quite horrendous. It is now a really tiny company. They haven’t made anybody any money and they don’t pay a dividend.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK EFN-T Element Financial Market Call (BNN TV) 2015-04-15 $17.510

This has made a lot of money for a lot of investors over the past 20-30 years. Brilliant management. This is also an economic call. You have low interest rates and a good economy, so for a leasing company it is almost perfect. They can finance attractively and are not going to lose a lot of money when leases go bad. They are into almost anything that moves, such as rail cars, transportation companies, etc. Have done lots of leasing and have grown very, very fast through acquisitions, and have mentioned a dividend for next year. As they grow into that 1st dividend, he thinks a lot more investors will start to pay attention. Growth rate is looking very, very good. Earnings per share this year should grow very nicely. They are economically and interest rate sensitive, but he thinks both of those are positive for them right now. Trading at 17X earnings, which is very, very attractive.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
WATCH FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2015-04-15 $0.250

Good technology. They have a black box that can do real-time monitoring of planes, not just to locate planes when there is trouble, but to make them more efficient. This is a situation where you have a technology that is trying to change an older industry. It is very, very hard to convince airlines to spend $100,000-$150,000 on a product that doesn’t get them any immediate return or any new passengers in the door. A little bit tricky and a challenging market, but he thinks the company has a robust product. When the plane went missing last year, the stock had a huge run up, but now it is back to reality. It is still a struggle, still a hard business and still a small company. Probably a little bit early, but certainly one to watch.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT GUD-T Knight Therapeutics Market Call (BNN TV) 2015-04-15 $8.250

The biotech sector is on fire. You can’t open a newspaper without seeing a new takeover each day. This is the management team from Paladin Labs. They sold that and spun out this company and then went out and raised a lot of money through shareholders. Have now started to acquire products. This company needs a 5 year timeframe. From a management view in healthcare, he would rather bet on this management team that almost anybody else in Canada. Put it to bed for 5 years and you should be alright.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT INP-X Input Capital Corp Market Call (BNN TV) 2015-04-15 $2.980

Provides financing to farmers and then they get the contract to the stream of canola. Just came out recently with their quarter, and earnings were much less than expected. Primarily because they didn’t sell the product at the right time. They are signing lots of contracts with farmers, and the deals are increasing quite nicely, but it is just a timing issue. A solid company with a very niche market. Like a royalty company, but in the agricultural space. Pretty early stages still, but it is a good model. They’ll make a lot of money eventually.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT IT-T Intertain Group Market Call (BNN TV) 2015-04-15 $16.280

This has good opportunities. Has lots of potential. It is a question of what else can they buy, and how they are going to start competing with other companies in terms of acquisitions. This is more Bingo than Poker. He would prefer Amaya (AYA-T).

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2015-04-15 $64.210

Valuation is only 10X forward PE. Earnings showed pretty good and rather robust trading in capital markets activity. If interest rates start going up, this would be a bit of a tailwind for them. Buybacks were authorized to go even higher. Dividend yield of 2.49%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
PAST TOP PICK MDA-T MacDonald Dettwiler & Assoc. Market Call (BNN TV) 2015-04-15 $98.160

(A Top Pick May 8/14. Up 12.86%.) Benefiting from US spending and the US$. Industrial and technology seem to be sectors that investors like to Buy these days. It probably goes to $115-$120 in a good market. Definitely worth keeping.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
WATCH MTY-T MTY Food Group Market Call (BNN TV) 2015-04-15 $33.750

A company that has really started to consolidate the fast food space. They are doing lots of deals in terms of the food courts. They are buying all these little companies, rolling them up and are doing very, very well. They keep raising their dividend. Their last quarter showed a little bit slower same store sales growth than what he expected. It wasn’t very impressive. Per share earnings were fine, but the next quarter has to be watched.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT NPI-T Northland Power Inc Market Call (BNN TV) 2015-04-15 $17.530

A utility company with a lot of new products, where they haven’t got the cash flow yet. Because of this, debt has ramped up in anticipation of future cash flows. You have to give them a year to 18 months to fully realize that cash flow. Not risk-free, but a solid company with good projects and good recurring cash flow. Cash flow will start increasing.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-04-15 $1.740

Has been a very good trader. Market cap of $365 million. 10,000 people will turn 65 in the US today, so this company is going after the homecare market. You have a huge baby boom generation that is getting older and needs homecare. He really likes the trend. Hospitals are trying to get patients out of the hospital and into the home. The government is trying to save money by treating patients at home. Here you have a consolidator that is chipping away and buying up companies that treat in-home patients, and will start cross-selling different products and different services. Made some great acquisitions, but in their last year they had 58% internal growth without acquisitions. Just did a $60 million financing and already had $20 million in cash, so now they have $80+ million to spend, and may start going after bigger acquisitions in the US while the timing is right. Management owns 11%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2015-04-15 $40.450

This falls into the category of a very highly cyclical dependent on what is happening globally. For a long, long term, it is an important part of agriculture in our economy. He is not interested in this right now.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2015-04-15 $68.460

(A Top Pick March 31/14. Down 11% to 3%.) He got stopped out of this. At the time there was a lot of issue with the Chinese, patent rules, etc. The opportunity seems to be turning around right now.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT RC-T RDM Corporation Market Call (BNN TV) 2015-04-15 $3.520

In the cheque capture photography for the financial industry. Serve a lot of banks in the US. Has done very, very well over the last couple of years. Initiated a dividend a couple of years ago and raised this by 50% recently, so they are starting to reward shareholders, and the stock has done exceptionally well. They still have a great balance sheet. This is not one that is going to go up tenfold, but a solid, solid company and he likes what they have done with the dividends.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT RCH-T Richelieu Hardware Market Call (BNN TV) 2015-04-15 $66.250

This is a really, really quiet company. They don’t issue a lot of stock, the brokers don’t talk about it, it is pretty illiquid and doesn’t trade, but is a pretty solid company. Operate in hardware retail stores. Recent sales growth was 9%, but more importantly, was 24% in the US. Earnings per share went up 16% in the last quarter. Rock solid company. Dividend of 2%+.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK SGY-T Surge Energy Inc Market Call (BNN TV) 2015-04-15 $3.820

(A Top Pick May 8/14. Down 39.3%.) This was recommended in a much different environment. He really likes the management team, but they do have a big debt situation. When oil went to $45, he decided there was too much risk if oil keeps going down, so he kicked it out of the portfolio.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK SJ-T Stella-Jones Inc. Market Call (BNN TV) 2015-04-15 $40.270

(A Top Pick May 8/14. Up 25.44%.) Boring in that they just make telephone poles and railroad ties, but the stock does very, very well. The industry that they serve is starting to spend more and more money. Have made very good acquisitions to position themselves, almost perfectly, into that spending cycle. This is one that you don’t need to worry about for the next 3-4 years.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK SPLK-Q Splunk Inc Market Call Tonight (BNN TV) 2015-04-15 $63.450

(A Top Pick March 31/14. Down 11.25%.) He bought this as it was coming off a 35% correction at around $65 and he immediately got stopped out. Still a big name in big data analytics. A great story that will do well.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
TOP PICK STZ-N Constellation Brands Inc Market Call Tonight (BNN TV) 2015-04-15 $117.520

Brands include Corona, Jackson Triggs, Modelo, Robert Mondavi, etc. A very, very defensive name. Yield is only 1.06%, but the CEO indicated he would probably look to increase that over time. They are really knocking it out of the park in all of their verticals and doing extremely well in vodka and whiskey. They’re undergoing an expansion into tequila and craft beer. Now that it is paying a dividend, it is going to be on a lot more people’s radar.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT SVC-T Sandvine Corp. Market Call (BNN TV) 2015-04-15 $4.170

A nice little tech company in Waterloo. Have always had a good cash position. He would like to see them spend that. It is great to have cash, but if it’s on your balance sheet for a long period of time, it doesn’t really do that much for you. The concern about US problems on traffic on the Internet seems to be cleared up now. Doesn’t see this as having a huge growth rate.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT SWKS-Q Skyworks Solutions Inc. Market Call Tonight (BNN TV) 2015-04-15 $96.230

This is best known for the radiofrequency devices inside the Apple (AAPL-Q) iPhone, as well as many other hand sets. The one year revenue on this company is up about 100%. There was a pullback about 3 weeks ago, but then it is kind of rolling over again. With names like this, those are your opportunities, and you need to be ready to Buy it in those cases. Valuation concerns him, but he loves having Stops that allow him to let these valuations soar.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT SYZ-X Sylogist Ltd. Market Call (BNN TV) 2015-04-15 $8.000

For about 4 years, this stock went straight up. Kept raising the dividends and made good acquisitions, and then it sort of stalled a little. This is a company that has made solid progress, created lots of shareholder value, the dividend has been raised 5 or 6 times in the past 4 years, and now it has paused. Sitting on about $41 million in cash. It is really a question of getting to the next acquisition or getting a large contract. Not cheap, but you don’t mind paying more for a company that has performed very, very well over 5 years. He likes this.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY WEF-T Western Forest Products Inc. Market Call (BNN TV) 2015-04-15 $1.980

Majority of their sales is to the US and overseas, which should have a positive effect. Stock is a little bit unusual in that it bounces around with the US sector. Sentiment on housing is a big, big factor. If you ignore all the background noise, it is a good company with a good dividend and a good product with the potential to grow earnings quite substantially. Very, very cheap valuation. From a sector point of view, it is one of his favourite companies. He would put this in the top 3 in the forestry sector as to what to Buy.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK WEQ-T WesternOne Inc Market Call Tonight (BNN TV) 2015-04-15 $1.170

(A Top Pick March 31/14. Down 82.07%.) This was a very, very difficult name for him to deal with. He had recommended this at $7.10, and it went all the way up to $8.60, and got stopped out at $8.70. He took another position at around $4.30 and got stopped out not too long after. Stop losses did a wonderful job for him on this. He feels that 95% of his clients over 7 years, made very good money on this. What really hinges here is the BC Hydro dam Site C project, which is going to be awarding contracts. This could be a big move for them.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2015-04-15 $79.740

Wal-Mart (WMT-N) or Amazon.com (AMZN-Q)? 16 PE ratio. The reason Amazon has a sky high PE is because they don’t have any earnings at the moment. Of the 2, Amazon would be his preference. It is one of his favourite names. One of the best moves he has ever done is moving away from old retail to new retail.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT WTW-N Weight Watchers Int'l Inc Market Call Tonight (BNN TV) 2015-04-15 $8.310

Has had a really disastrous time with a big drop as of late. Although obesity is a major issue globally, this company is having a large amount of walking away from the program, larger than expected. Their push into the Internet online space is not working. Also, a lot of their fast-growing segments of their specific products have not been selling as well as they had expected. Interesting where it is, and he would take a better look at it right now.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT XTC-T Exco Technologies Market Call (BNN TV) 2015-04-15 $15.250

He really likes this. You’ve had Magna (MG-T) and Linamar (LNR-T) go crazy. This is one of those companies that investors just didn’t know about until recently. Stock has done really well. Raised their dividend dramatically in order to try and get more attention and earnings are really starting to pick up. They have a nice niche. Some people view it as a takeover target, but he feels it is too small. Exceptionally well-managed. Dividends in earnings keep going up, and not that bad in terms of valuation.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call Tonight (BNN TV) 2015-04-15 $27.495

An ETF with low volatility for a portfolio? The go to app for him has been this one. He would also accompany this with a US one if you can do so. On low volatility ETF’s, the underlying names are usually excellent, defensive, dividend paying and the kind of names you want. Also, you are not going to get bumped off because of volatility.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
HOLD ZLU-T BMO Low Volatility US Equity ETF Market Call Tonight (BNN TV) 2015-04-15 $25.300

This has been down 3 straight sessions, and today’s drop was a fair size. This is US stocks denominated. It works against you if the Cdn$ rallies to the US$. The dollar has gone from $1.27 to $1.23, which makes up a big chunk of the reversal of this ETF. Nothing wrong with the name and he thinks it is a terrific name. He wouldn’t get concerned with any short-term moves.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZUQ-T BMO MSCI USA High Quality ETF Market Call Tonight (BNN TV) 2015-04-15 $22.900

Fairly new and not a lot of volume. Doesn’t think a lot of people realize that the US market hasn’t really been moving for about 5-6 months. These are all terrific holdings, and he wouldn’t be concerned. Eventually the volume will pick up on this and share creation will follow suit.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-14 $0.020

Markets. There have been weak numbers out of the US which is causing a concern to investors as to whether growth has really slowed. Weather played a part in the 1st quarter. There is slowing profit growth because of the strong US$, and that is a headwind. The US touched a high of $2,117 back in March, it has been up and down and we are still 4.5% from those levels. Earnings season is just starting now. There are some financial companies reporting. We are seeing a pretty healthy economy and things will improve as the year rolls out. The bar has been set low and it depends on the industry. The consensus for the S&P 500 is that earnings are going to be down over 4%, and that hasn’t happened in a while. 2nd quarter is still down a couple of percents and this will slowly improve in the 3rd and 4th quarter. They will be raising rates in a slow, measured pace, until they see confirmation that growth has resumed. She thinks spending, because of low energy prices, won’t show up until the back half of the year.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-14 $0.020

Markets. Between now and May 5, markets are okay. This is because we are going through the earnings period for the 1st quarter. Bulls are saying “Look for some good news in the next 3 weeks.” because this is when companies have their annual meetings, announce dividend increases, share buybacks, etc. On the other hand the Bears are saying “Earnings are not going to be good for the 1st quarter, and in fact on average, earnings on the S&P 500 companies are expected to be down 4.8%.”. Beyond the beginning of May, it is a very different scenario. It looks like the Fed is going to increase interest rates for the 1st time, probably sometime in September. Since 1946, the Fed has changed its course on 13 occasions, where it started to increase interest rates. On every one of those 13 occasions, the stock market has been hit on an average of 10.1%. On 3 of those occasions, it has been more than 30%. It is not at the time of the actual increase, but it is the 6 months prior to the actual 1st increase. Between now and September, we are within that 6 month period. This is at a time when markets in the summertime are volatile anyways. Watch for markets to be okay for a while, but soon as it starts to spike, that is a clue that we have a problem.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN _N/A View
Showing 121 to 180 of 139,144 entries