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 KEY-T Keyera Corp Market Call Tonight (BNN TV) 2016-09-27 $40.750

Keyera (KEY-T) or Vermilion Energy (VET-T)? He doesn’t own either, but would probably prefer this one, because in this kind of a market they are acquiring a lot of assets at a good price. Vermilion has more of a commodity play in it, and probably has more zip as the commodity patch comes back.

Michael Decter CANADIAN LARGE UNKNOWN No View
PAST TOP PICK MCD-N McDonalds Market Call (BNN TV) 2016-09-27 $116.880

(A Top Pick Sept 17/15. Up 22.92%.) Sold his holdings. Still likes the name, but when you make that kind of money in a year, you take a hard look to see if the growth or the future upside is nearly as compelling. He went into another food retailer. Still a safe name to hold, but not a lot of upside in the near term.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-09-27 $54.340

Like many auto names, it has really seen its share price decimated over the last 1-1.5 years. In this space, this would be his favourite company. In 2015, auto sales peaked and since then the entire space has seen some downside. However, at the current valuations of 8X PE, it is pricing in a fairly deep recession. Although he is negative on global growth, everything has a value that it makes sense to own it at, and this one makes sense to him. Over the next couple of years, he could see 10%-15% upside. Dividend yield of 2.25%.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Yes View
TOP PICK MT-X Mettrum Health Corp Market Call Tonight (BNN TV) 2016-09-27 $3.150

One of the marijuana stocks, and likes it because its larger brother Canopy (CGC-T) gets all the air time, and in his view this is a lot better value. They have a huge number of patients and are doing a good job of building the company. The real play is going to be next year when the government opens up the recreational market.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
PAST TOP PICK PRA-N ProAssurance Corp Market Call (BNN TV) 2016-09-27 $52.380

(A Top Pick Sept 17/15. Up 10.5%.) This is in the medical liability space. He got into the name because of Obama care, where more and more Americans were able to access healthcare and more and more health professionals needed to be insured. The company went on a strategic but aggressive acquisition spree, and expanded their geographical footprint across the US. It also gave them a lot of customers where they could cross-sell products to. Sold his holdings and went into another insurer. (See Top Picks.)

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2016-09-27 $27.400

You have to look at this in the bigger context of what other REITs do you own in your portfolio. The REIT space is heavily correlated to one another if there is any move in interest rates. He doesn’t expect Canadian rates to rise anytime soon, but REITs have had a heck of a run, so they will be ultrasensitive to any whispers of rates moving up. A high-quality portfolio with quite a bit of diversification.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2016-09-27 $34.180

He likes this. When he felt oil was coming back, he bought this and Canadian Natural Resources (CNQ-T) on the large cap side, and bought Whitecap (WCP-T), Raging River (RRX-T) and Spartan (SPE-T) on the small-cap side. Feels that Suncor has been brilliantly run and will do well over a period of time.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
BUY TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2016-09-27 $9.250

He likes this and feels it is a good entry point. Good management.

Michael Decter CANADIAN LARGE UNKNOWN Yes View
COMMENT VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2016-09-27 $46.530

Keyera (KEY-T) or Vermilion Energy (VET-T)? He doesn’t own either, but would probably prefer Keyera, because in this kind of a market they are acquiring a lot of assets at a good price. This one has more of a commodity play in it, and probably has more zip as the commodity patch comes back.

Michael Decter CANADIAN LARGE UNKNOWN No View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2016-09-27 $34.670

Had owned this, but sold it when it got near its highs. He would be nervous about this now. It has big litigation risks, and has become the poster child for all sorts of things that it may or may not be guilty of.

Michael Decter CANADIAN LARGE UNKNOWN No View
COMMENT VUN-T Vanguard US Total Mkt Ind ETF Market Call (BNN TV) 2016-09-27 $39.380

(Market Call Minute.) US indices or ETF’s makes sense, depending on the size of your portfolio. If you are a newer investor or have a smaller amount of capital to invest, this is a great way to do it because of the low cost. If you have enough capital to diversify property, you are better off cherry picking and building a portfolio that is diversified in individual US stocks.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS Unknown View
COMMENT WFT-T West Fraser Timber Market Call Tonight (BNN TV) 2016-09-27 $40.380

Had owned this as a play on US housing, until he discovered just how much of the US housing is not wood, but concrete. A high-quality company, so if you are going to make that bet, it is probably the best pick. There is an ongoing softwood lumber issue which has some implications, and generates some uncertainty. Also, the US has gotten really good at growing their own timber and meeting the demands themselves.

Michael Decter CANADIAN LARGE UNKNOWN No View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2016-09-27 $72.330

(Market Call Minute.) He likes this and what they are doing on the grocery offering where you can order your groceries online. They are using Uber and other deliver services to get it right to your door. They also have organic as well.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT ZUT-T BMO Equal Weight Utilities Index ETF Market Call (BNN TV) 2016-09-27 $16.800

He likes the utility space, but about 2 months ago he reduced his exposure. Utilities are very good instruments for providing yield, and there is a strong demand. Some have had a real run, but he doesn’t believe this basket as a whole represents the growth opportunities that the multiple is trading at. He’d rather Buy individual stocks. His favourite is Emera (EMA-T).

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION CAUTIOUS No View
COMMENT ZZZ-T Sleep Country Canada Holdings Market Call Tonight (BNN TV) 2016-09-27 $30.990

Feels that everything is solid with this company. However, there is a question about housing and if we are experiencing a big bubble, which at some point would soften.

Michael Decter CANADIAN LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-09-26 $0.020

Markets.  He will be watching the debate tonight.  There is a 51.8% likelihood that Hillary wins.  They are neck and neck.  If Trump is seen as a clear victor tonight there could be more market volatility.  The Saudis would like to pump as much as they can.  There is no chance they cut.  They are not going to give up market share.  He thinks Oil is below $40 before it is above $50.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-09-26 $0.020

Educational Segment.  Currency effects on your portfolio.  Over the next decade, average returns are going to be lower.  When you invest globally, currency is the most important consideration.  When the CAD$ is getting weaker, you are making money. However, when it gets weaker, it reduces profits.  With ETFs you can control the currency.  Currency explains about 70% of the difference in returns when investing globally. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-26 $0.020

Markets.  Equity markets in the States will see increased volatility due to the debates.  It is a buying opportunity because we could be in a stronger position by year end.  Clinton is a know entity.  Trump is such an unknown.  We have had various ideas floated by Trump in an inconsistent platform.  There is no leadership in his background so we have no idea how the markets would respond if he won. 

Liz Miller US EQUITIES BULLISH on US MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-26 $0.020

Market. It is really, really tough to find yield, and he is telling people that they have to look at things like emerging market bonds, because traditional bonds are just not paying anything. He wouldn’t be surprised if a person investing in traditional bonds, actually realized a negative yield of return over the next half decade or decade. The risk/reward ratio is clearly tilted in favour of reward. Virtually all of the governments globally are not likely to go bankrupt, so in terms of the solvency of the underlying debt issuer, there is no problem. He wouldn’t be surprised that if a generation from now that we could still be talking and waiting for an interest rate hike to normalize. Ultimately, if you are a dividend investor, you are investing in stocks. That is a slippery slope and suggests you deal with these with caution.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-26 $0.020

Explain ETFs. If you understand what a mutual fund is, an ETF is a hybrid between a mutual fund and a stock. You get the diversification of a mutual fund, as well as the ease of ownership and benefits. They trade like a stock and you can Buy them like a stock. ETFs are generally a fair bit cheaper than mutual funds.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-26 $0.020

Behavioural Finance? We are all guilty of heuristics, basically shortcuts. Making quick, snap decisions, as opposed to longer term stop, wait, being thoughtful. If you can become more self-aware of the biases that you might have, hopefully you can rein them in a bit and do better.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-26 $0.020

Low Cost Mutual Funds? If you can find a good, low cost mutual fund, go to town. He has no problems with mutual funds, his concern are the costs.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-26 $0.020

Optimum number of holdings for a seven-figure portfolio? He doesn’t know if there is an optimal number, but it is a big number, whatever it is. Why he recommends ETFS or mutual funds is that most of them will have literally hundreds of holdings in one name. Therefore, if you have 6 ETFS in your portfolio, even if it is a 7-digit portfolio, you literally have over 1000 names. You can’t reliably replicate that using individual securities.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-26 $0.020

Gold. He moved most of his clients to having a 4% stake in gold at the beginning of the year. Gold hit its bottom at around the beginning of the year, and has been moving up ever since. He likes it as a diversifier, and believes you should have a little bit, 3%-5%.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
BUY AAPL-Q Apple Market Call (BNN TV) 2016-09-26 $112.880

She is a fan of it and you could be buying it here.  It has a lot of upside to go.  It is a product company, not a product cycle.  They can move forward without Steve Jobs.  It is a good buying opportunity.  She is watching the rumour mills of what they are doing in the auto industry.  She thinks there is certainly a lot of innovation to come out of Apple.

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
BUY on WEAKNESS AMZN-Q Amazon.com Market Call (BNN TV) 2016-09-26 $799.160

It has skyrocketed over 50% after hitting a low in the winter.  Watch for upcoming volatility for an opportunity in it.  She loves it at 5 to $600 and is okay at $700. 

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
BUY ANTM-N Anthem Inc Market Call (BNN TV) 2016-09-26 $125.080

She owns United Healthcare (UNH-N) instead.  She thinks this is an interesting buying opportunity here.  We are seeing a lot of changes in this area and she is looking for a lot of changes in the next 12 months.  If you own it, it is a hold, but you must think three years out. 

Liz Miller US EQUITIES BULLISH on US MARKET No View
SPECULATIVE BUY BABA-N Alibaba Group Holding Market Call (BNN TV) 2016-09-26 $104.640

It is similar to Amazon. It is hard to value.  It had a tremendous run earlier.  She cannot speculate where it will be in a year.  It is okay for an aggressive part of a portfolio.  You need to understand what you own in this stock.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
HOLD BMY-N Bristol Myers Squibb Market Call (BNN TV) 2016-09-26 $55.480

It had a big disappointment with a phase 3 trial recently.  They were always the shining drug stock.  It is really hard.  Three years out you would be happy you owed it.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
BUY on WEAKNESS CAH-N Cardinal Health Inc Market Call (BNN TV) 2016-09-26 $76.880

MCK-N vs. CAH-N.  They have done very much the same thing, so she has no preference.  MCK-N is certainly the leader in the group.  The peak was last summer at $15.  If MCK-N moves lower she would buy a lot more of it. 

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
PAST TOP PICK CCL-N Carnival Corp. Market Call (BNN TV) 2016-09-26 $46.470

(Top Pick Jul 7/16, Up 8.05%) Cruise companies have a big expense in oil.  She thought it was a great buying opportunity with there being fewer travelers across Europe.  You can still buy in at this level.  She likes the outlook.  China is important to this company.  There is a huge consumption base that has not been tapped.

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
DON'T BUY DB-N Deutsche Bank AG Market Call (BNN TV) 2016-09-26 $11.850

She thinks it is best to stay away from most of the money center banks.  There is so much under the covers that we cannot see.  She is not comfortable owning any of them right now.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
WATCH DIS-N Walt Disney Market Call (BNN TV) 2016-09-26 $91.960

She likes the idea of a Twitter buy out.  They are struggling with ESPN. 

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
BUY EMR-N Emerson Electric Market Call (BNN TV) 2016-09-26 $51.430

It is in the same category as GE-N, but not as interesting.  It saw a recent peak in 2014.  You want to own this stock at a time like this.  Own it inexpensively and into a growth economy.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
PAST TOP PICK EQR-N Equity Residential Market Call (BNN TV) 2016-09-26 $64.420

(Top Pick Jul 7/16, Down 1.68%)  She had been buying more.  It benefits as interest rates move around.  This stock can easily go up double digits going forward.

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
COMMENT FDX-N FedEx Market Call (BNN TV) 2016-09-26 $175.340

She doesn’t know how it responds to the political climate.  She thinks we are getting to the end of an earnings recession.  She thinks this bodes well for this stock. It is not a particular buying opportunity.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
BUY HIU-T HBP S&P 500 Inverse ETF Berman's Call 2016-09-26 $36.850

HIX-T vs. HIU-T.  Inverse exposure to their respective indexes.  They are a way to hedge your overall exposure.  He loves the idea of using these. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY HIX-T HBP 60 Inverse ETF Berman's Call 2016-09-26 $7.290

HIX-T vs. HIU-T.  Inverse exposure to their respective indexes.  They are a way to hedge your overall exposure.  He loves the idea of using these. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY HVU-T HBP S&P 500 VIX Short Term Future Bull+ Berman's Call 2016-09-26 $5.170

VIX index.  Individuals should not use these.  They are not for long periods.  You will lose 5-10% per month just based on the way the futures contracts are managed.  You can’t hold these things long term.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK LNC-N Lincoln National Corp. Market Call (BNN TV) 2016-09-26 $45.520

She thinks there is interest in the life and integrated area.  In the US there is the department of labour (DOL) ruling and this stock is immune to this ruling.  They are well capitalized.  It came down with the industry.  There is interesting upside going forward.

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
BUY LULU-Q LuLulemon Athletica (US) Market Call (BNN TV) 2016-09-26 $64.030

It has plenty of upside.  All retail took a hit in the summer.  Athletic fashion competition is huge.  There is room for multiple players.  There is plenty of room for them to expand.  She prefers this to UA-N and is watching Nike closely.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
COMMENT MCK-N McKesson Corp Market Call (BNN TV) 2016-09-26 $165.180

MCK-N vs. CAH-N.  They have done very much the same thing, so she has no preference.  MCK-N is certainly the leader in the group.  The peak was last summer at $15.  If MCK-N moves lower she would buy a lot more of it. 

Liz Miller US EQUITIES BULLISH on US MARKET No View
COMMENT MEG-T MEG Energy Corp Berman's Call 2016-09-26 $5.130

They are well respected, but leveraged.  Analysts are expecting oil and gas to go up in the future, which he does not agree with.  They will have losses for the next couple of years.  It looks like there is a base is forming. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WATCH MO-N Altria Group Inc Market Call (BNN TV) 2016-09-26 $63.030

It moved higher and higher and pulled back with the market as a hold.  People often don’t want to invest in this.  It is very well run.  $60 is a good entry point with a long term horizon.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
PAST TOP PICK ORCL-N Oracle Market Call (BNN TV) 2016-09-26 $39.030

(Top Pick Jul 7/16, Down 3.82%) It is amongst the more steady Eddies.  You can still buy and be pleased a couple of years out.

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
BUY PFE-N Pfizer Inc Market Call (BNN TV) 2016-09-26 $33.640

Another stock that has been recently pulling back, but a fabulous long term stock.  It was moving higher when other stocks were not.  A great long term holding (3 years plus).

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
TOP PICK PSX-N Phillips 66 Market Call (BNN TV) 2016-09-26 $79.090

They are the biggest independent refiner.  They are doing some internal restricting to get down to only 30 percent refining.  It’s a good opportunity to buy for the longer term.

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
DON'T BUY PYPL-Q PayPal Holdings Inc. Market Call (BNN TV) 2016-09-26 $40.700

Anyone doing Internet business appreciates this.  She is worried about a single click strategy for paying for things.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
TOP PICK SBUX-Q Starbucks Market Call (BNN TV) 2016-09-26 $54.040

It has slowly faded lower since its peak earlier in the year.  Long term she loves this stock.  They have a reliable store front.  They are rolling it out globally. 

Liz Miller US EQUITIES BULLISH on US MARKET Yes View
DON'T BUY SMSN-LSE Samsung Electronics Market Call (BNN TV) 2016-09-26 $0.001

If you are trading in the US it is a difficult stock to buy.  You have to decide about the currency.  You can buy it through a South Korea ETF. 

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
WATCH T-N A T & T US Market Call (BNN TV) 2016-09-26 $41.140

It has been shocking in the last number of months.  They have been able to sustain the dividend, but her firm was taking profits earlier.  They have changed a lot over the years.  The business is fine, but the stock is a bit ahead of itself.  The dividend has caused it to get a bit ahead of itself.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
DON'T BUY TRP-T Trans Canada Corp Berman's Call 2016-09-26 $62.340

It is at 25 times earnings and is not cheap for a pipeline.  If we go through a period of worry about rising interest rates, there is a likelihood of a correction in the stock.  There is no value here.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
HOLD TWTR-N Twitter, Inc Market Call (BNN TV) 2016-09-26 $19.110

Don’t sell when you have rumours of a takeout.  People hoped it would follow a FB-Q type of scenario.  It is where everyone goes when there is worldwide news.  You hold it until any news of a takeout.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
TOP PICK VEE-T Vanguard MSCI Emerg. Mkt. ETF Market Call Tonight (BNN TV) 2016-09-26 $29.610

Feels people should be invested a) outside of Canada (emerging markets) and b) broad diversification with low costs.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
BUY on WEAKNESS WBA-Q Walgreen Boots Alliance Market Call (BNN TV) 2016-09-26 $80.680

It is a mix of an old drug store and basic healthcare.  It is fully valued however it is and is fine to own longer term.  Look for a better entry point.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
COMMENT WFC-N Wells Fargo Market Call (BNN TV) 2016-09-26 $44.880

Don’t add to position here.  You have a company in crisis and you want to go back to fundamentals.  If nothing has changed then you have a great buying opportunity.  She would not make this investment without having more information.

Liz Miller US EQUITIES BULLISH on US MARKET Unknown View
PAST TOP PICK XEM-T iShares MSCI Emerging Markets Market Call Tonight (BNN TV) 2016-09-26 $27.700

(A Top Pick Oct 20/15. Up 7.55%.) A broad market exposure to emerging markets globally, but with a fair bit of extra jazz because it tilts towards foreign companies. For those people who can handle a little more volatility, but want emerging markets, this one works very well.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
TOP PICK XID-T iShares CNX Nifty India Market Call Tonight (BNN TV) 2016-09-26 $30.440

Although he believes in “emerging markets” as a broad play, for those people who want an individual country, he would recommend India. This is a part of the world that is growing at a really, really breakneck pace, compared to what we are used to in the West.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
COMMENT XIU-T iUnits S&P/TSX 60 ETF Market Call Tonight (BNN TV) 2016-09-26 $21.395

His bias is for more diversification, foreign markets as opposed to Canadian markets. This is the largest ETF in Canada. It will have lots of dividend payers, so it will be fairly stable. Reasonably cheap. This is fine.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
BUY XWD-T iShares MSCI World Index Fund Market Call Tonight (BNN TV) 2016-09-26 $40.860

Global ETF for an RESP? An all-world ETF. You are buying large cap stocks from around the world and getting them from 16-17 countries giving you global diversification. Low cost. Very safe way to go.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
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