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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 T-T Telus Corp Market Call Tonight (BNN TV) 2015-05-25 $42.300

A lot of analysts and managers have gotten very negative on the sector recently because growth going forward is going to be slower than it has been and valuations are at the higher end. He won’t argue with that, but compared to the rest of the market, valuations aren’t really that high. Also, you are getting a 4%-5% dividend yield. He doesn’t worry about who the 4th player in the sector is going to be. Doesn’t think there is going to be very much downside. You have earnings protection.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT TS.B-T TorstarCorp (B) Market Call Tonight (BNN TV) 2015-05-25 $6.170

This has been one of the more frustrating ones in his portfolio as they have done nothing and they keep missing on the earnings. This is a stock trading at around $6 with a market cap of around $500 million with about $300 million in cash. The bottom line is that it is such a cheap stock. It is a bit of a value trap because it seems to get cheaper, but the earnings are just not growing. The move into digital media should help. He thinks all of this is worth $8-$10 a share.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK U-T Uranium Participation Corp. Market Call Tonight (BNN TV) 2015-05-25 $5.380

Uranium is one of the few commodities trading at a discount to its global cost of production, of around $60 a ton. You are not going to see new supply from mines until you see something around that price. The long-term contract price is around $50 and the spot price is around $35. With this company, you are effectively buying uranium at a bit of a discount at around $33-$34. At some point there will be a rise in the global cost of production. There are a couple of catalysts including 1) all of the Chinese reactors coming on in the next couple of years, 2) a restart of some of the Japanese reactors and 3) supply is going to be constrained with no new supply coming on.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2015-05-25 $292.660

Had been tempted to choose this is a Top Pick as a Short, except that it has some positive momentum now. This is what he sees as being wrong with this market. The strategy of acquisitions worked in the beginning, but thinks it has been pushed far too much now. Doesn’t think it is worth $100 billion, which is what its market cap is right now.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-05-25 $14.040

He doesn’t think OPEC is as much a factor on energy prices anymore. The bigger issue is the shale production in the US. They haven’t really been incentived to pull back that much. This company has a good balance sheet and has shown some decent growth. Also, has a decent yield. He recently added this.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY WEF-T Western Forest Products Inc. Market Call (BNN TV) 2015-05-25 $2.300

A weaker Canadian dollar benefits them.  Lumber is up about 10% as a commodity in the last two months.  Has some pretty good price momentum.  It is not the greatest score on momentum, but it is on valuation. 

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
HOLD WSP-T WSP Global Inc. Market Call (BNN TV) 2015-05-25 $43.960

Return on equity is a bit low.  Cash flow has not been great recently.  It is a bit expensive.  It has good momentum, however.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
SPECULATIVE BUY YFI-X Edgewater Wireless Systems Market Call (BNN TV) 2015-05-25 $0.590

It scores at the top on a price momentum basis.  But there is not a lot of value there.  There is no cash flow and they have no earnings.  Volatility is extremely high.  You could own it as a trade.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-22 $0.020

Markets. The US 10 year bonds have gone from minus 2 to over 2. The market, instead of backing off, has gone on to make new highs. He thinks the market is saying that there is a trend to higher interest rates, not booming interest rates, but higher rates. That is good for the economy. We might see a shift from consumer sensitive stocks towards more economically sensitive areas. A chart on transportation averages shows it is rolling over with lower highs and lower lows. However, global infrastructure is now breaking out. The spread between these 2 is narrowing. He would back away from anything to do with consumers. Also, investors should look out more globally, and away from the US.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-22 $0.020

Canadian economy. We are still going through the process of absorbing gasoline cuts, etc. Doesn’t see inflation as being a problem. There is slow growth on both sides of the border and not a lot of inflationary pressure. Thinks Central Banks are more worried about deflation than inflation. Economic growth in Canada is slow because of Alberta. We are lucky if we can get to the 2% level. The US might get to 2.5%-3%, which would help us along as well. People should be cautious on stocks. It is a very segmented market these days. The Canadian market has the financials, commodities (which are split between oil and gas) and minerals. Doesn’t think the oil/gas stocks as well as the minerals are going to do that well, and you sort of end up with financials, but they are sort of economy stocks that are depending on those other 2 areas. It’s going to be a tough slog for Canada, until we get some stability, particularly in the energy markets. His focus has been on dividend paying stocks with those that would go through any kind of a market. Telephones and pipelines still look reasonable, and the financials are still doing fine. You have to pick your spots carefully. Internationally he is edging up to the 20% mark and still likes the US market.

David Cockfield CANADIAN CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-22 $0.020

REITs. He is not super enthused about this sector. Feels most of them have got reasonably well priced these days. Not particularly inclined to recommend one. If we do have interest rate increases, it will probably affect them. He is watching this, and may change his mind. (See Top Picks.)

David Cockfield CANADIAN CAUTIOUS Unknown View
COMMENT ABX-T Barrick Gold Market Call (BNN TV) 2015-05-22 $15.110

Chart shows this has been building a base since 2013. The gold sector, for the 1st time in a while, is starting to look interesting. If you are going to buy into the sector, you are probably better off to just buy the basket through an ETF.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK ADN-T Acadian Timber Corp Market Call (BNN TV) 2015-05-22 $19.050

(A Top Pick Nov 11/14. Up 25.54%.) Still likes this and the sector it is in. The trend is higher, so it is a good stock for an investor.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN No View
COMMENT AEO-N American Eagle Outfitters Market Call (BNN TV) 2015-05-22 $16.470

Long-term chart shows a downtrend running from 2012 until early this year. As a group, he does not favour them. Not a fan of any of the retail stocks. This one has been an underperformer when the other retail stocks have been rising. He would tend to avoid the group. If you are in it, be very light.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-05-22 $46.940

In a business where they have shown themselves to be very successful. Have been successful in acquiring more stores, more gas stations. Really good at what they do. With the slow but steady expansion here, and in the US, he thinks there are more opportunities for them. They are going to do all right. Thinks there has been some profit taking here. You could start to buy it here.

David Cockfield CANADIAN CAUTIOUS No View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2015-05-22 $2.160

Oil sands are the most at risk on future pricing. He has never been a fan of this. You have to be careful getting into a long-term project that takes a long time to bring to market, and if the pricing of the product, at some point, may come under pressure. We are in that spot right now

David Cockfield CANADIAN CAUTIOUS No View
COMMENT AVO-T Avigilon Corp Market Call (BNN TV) 2015-05-22 $17.620

Chart shows a long upward trend line, which was violated last year. It also shows an A, B, C correction. There was a key pivot point at around the $25 level. He has never been a big fan of their business model. Currently below the 200 day moving average, this is not a good sign, and doesn’t see much upside.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-05-22 $29.730

A good company and have done extremely well over the years, however their technology is not patentable. They use water pressure to drill, and it is absolutely fabulous if you are putting in fibre optics, or some tricky areas with gas pipes, etc. The trouble is, everybody else can build the same kind of machines and have been doing that. Have more competition now than they had before. This is going to put a bit of a lid on how fast the company can grow.

David Cockfield CANADIAN CAUTIOUS No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-05-22 $2.470

A speculative stock. Have a great business in trains, subways and railcars, and have done well and are known throughout the world. The big problem is their airplane. They seem to be working through the C series. If they can get that plane certified and start selling it, this is a great time to be selling that particular type of plane. If it works, it will be fantastic. If it doesn’t, there is some talk they may have to sell off the active part of the business. He would be too risk adverse to recommend this.

David Cockfield CANADIAN CAUTIOUS Unknown View
DON'T BUY BEI.UN-T Boardwalk REIT Market Call Tonight (BNN TV) 2015-05-22 $59.320

You have to recognize that this is focused in Alberta. It has been very, very successful. He would be somewhat cautious about anything in the property real estate area. You are already seeing house prices beginning to decline. There may be some rental problems because of migration out of the province.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-05-22 $64.610

Compared to the financial sector, it has been a relative performer in the 1st part of 2014, but slightly underperformed this year. Thinks the banks are going to do okay. He would suggest that you buy a basket through an ETF.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-05-22 $64.610

This could be categorized as probably the most conservative Canadian large bank. Have always been extremely cautious. The one problem they might have is that they are not into the financials in terms of new issues, etc. as some of the other banks. This means that with their conservatism, you are not going to get surprised on the upside or downside. The kicker is that their 25% of offshore has a much growthier aspect to it than you are going to get either in the US or Canada.

David Cockfield CANADIAN CAUTIOUS Yes View
TOP PICK BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2015-05-22 $28.480

This is sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.

David Cockfield CANADIAN CAUTIOUS Yes View
TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-05-22 $15.240

(A Top Pick Nov 11/14. Up 6.47%.) The stock is fighting to get above its old highs. If it can clear $15.50-$15.70, we have blue sky and it is on its way. This is aerospace, so you key off Honeywell (HON-N) which made a 52 week high last week.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Yes View
TOP PICK CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-05-22 $4.880

Likes the technology space and thinks this is an overlooked stock. Chart shows the area of resistance at around $4.30 which broke up through this in April. This is a good story.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT CHE.UN-T Chemtrade Logisitics Inc. Market Call Tonight (BNN TV) 2015-05-22 $20.910

Has several accounts that own this, but at “client direction”. Basically in sulphuric acid. They use acid in steelmaking and those kind of things, so it is very much an economy stock. It has done very well. In an area that he always considers a little higher risk than what he would want to put a lot of money in. He would rather have a bank or a telephone company. Has a nice yield of 5.7%.

David Cockfield CANADIAN CAUTIOUS Yes View
PARTIAL SELL CNR-T Canadian National R.R. Market Call (BNN TV) 2015-05-22 $74.410

Not a big fan of the rails, and thinks they have some headwinds. There is going to be a lot of regulations going on with the movement of crude. There are maybe 1 or 2 rails that are not selling off, because they are consumer related. This has broken down below the 200 day moving average. If you own, he would take advantage of the recovery that is there now and reduce into it.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-05-22 $74.410

Canadian rails? He is neutral on these. A little concerned on this one as it came off because it became expensive. These are economy stocks and are somewhat cyclical. Oil shipments have slowed down, so you may see their earnings going kind of sideways. On that basis, an 18 multiple is probably a little too high, and perhaps should be down around 15. We may have to wait a few more years before another cycle starts. If this company can get some of the ratios in line with Canadian Pacific (CP-T), it would probably have more room to manoeuvre.

David Cockfield CANADIAN CAUTIOUS Yes View
COMMENT CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2015-05-22 $217.770

Canadian rails? He is neutral on these. These are economy stocks and are somewhat cyclical. He is a little concerned that oil shipments have slowed down, so you may see earnings going kind of sideways. On that basis, an 18 multiple is probably too high, and perhaps should be down around15. We may have to wait a few more years before another cycle starts.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT CWB-T Canadian Western Bank Market Call Tonight (BNN TV) 2015-05-22 $28.820

Very much a local Alberta bank, and is so focused in that area that when you see a slowdown going, you have to look at who they lend the money to. There is a higher risk than with other banks, and the market is reflecting that.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-05-22 $83.700

Chart shows a long run up with a sort of spiked top. Thinks these types of companies are overcrowded trades. They are driven by promises with great stories. He would just avoid it unless you are a trader.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2015-05-22 $110.260

There is no sign of a top in this. One of a handful of consumer stocks that still wants to go higher. If you are a long-term investor, you stay with it.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT DML-T Denison Mines Corp Market Call (BNN TV) 2015-05-22 $1.040

Basically you have to watch the price of uranium, and it has to go through $40. The bellwether in the sector is Cameco (CCO-T), so you have to watch that. This stock is not going to do anything unless Cameco breaks out to new highs.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
HOLD DOL-T Dollarama Inc. Market Call (BNN TV) 2015-05-22 $69.440

This is a component of the consumer discretionary group. Consumer discretionary has done well. He is worried about the sector, but this one is still an outperform.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT EFX-T Enerflex Ltd Market Call (BNN TV) 2015-05-22 $14.350

He is not a big fan of the energy sector. Chart shows the stock had a big down and a trading bounce, but it is down again. This is for traders, not investors.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2015-05-22 $22.520

Doesn’t see himself getting interested in gold stocks, until he sees some significant return to an inflationary environment. Right now we are still working our way through a big drop in energy prices, so he sees inflation as being very subdued, perhaps for the next 6-9 months.

David Cockfield CANADIAN CAUTIOUS No View
BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2015-05-22 $11.410

Copper had a bit of a run and has now pulled back. This stock is definitely outperforming its peers. There are only about 4 of these major stocks that are available, and he would imagine that within a year or 2, at least one is going to disappear.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2015-05-22 $11.410

1st quarter earnings were a minus. This is a metals commodity company. The commodity cycle is so negative at this particular point in time. There is lots of copper and there is lots of gold. You are not going to see this do well until this part of the commodity cycle turns. There is no evidence that this is going to be sometime soon.

David Cockfield CANADIAN CAUTIOUS No View
PAST TOP PICK LUN-T Lundin Mining Corp. Market Call (BNN TV) 2015-05-22 $5.820

(A Top Pick Nov 11/14. Up 4.89%.) Chart shows a rising low from 2011, and he thinks there is an inverted head and shoulders pattern in 2014-2015, which is a very bullish sign. There are not many stocks in the sector, so the inventory is low, so it could be subject to takeouts.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN No View
WATCH NBD-T Norbord Inc. Market Call Tonight (BNN TV) 2015-05-22 $27.750

With the slowdown in US housing, this collapsed. It has oriented strand board production facilities in Canada, the US and Europe. He liked the way the company operated, and then the bottom fell out and it has been struggling ever since. The big thing they need is to see a turnaround in new start housing in the US. There have been some very good numbers, so he is tempted. Very well-run company and they produce a good product, but you need a very strong new housing market. He has been waiting for this to happen for months now.

David Cockfield CANADIAN CAUTIOUS No View
TOP PICK PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2015-05-22 $36.820

For somebody who wants a nice safe dividend and potential for dividend growth, with good diversification in the financial industry (non-bank and less bothered by excess regulation), with US and Canadian investments. Good management. Dividend yield of 4.05%.

David Cockfield CANADIAN CAUTIOUS Yes View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2015-05-22 $2.470

This company has always had headwinds and is underperforming its peers. Chart shows a downward channel, and he would just avoid it and consider it as dead money.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY SJR.B-T Shaw Communication (B) Market Call Tonight (BNN TV) 2015-05-22 $27.570

This has never been one of his favourites. He felt the family was always taking too much out of the pot, and it is focused too much perhaps in Western Canada, particularly in BC. Doesn’t think it is competitive with the big guys. Doesn’t see the kind of forward thinking that is required to survive in that area.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2015-05-22 $37.110

NDP is now the governing party in Alberta, and have never been particularly corporately friendly. However, he thinks there is enough information for the new government to not to make any huge stupid moves. They have already indicated they are not going to do anything for probably 6 months. Thinks all oil company problems are more related to the price of oil, and has become pretty convinced we are not going to see the price of oil much out of the $60 for the foreseeable future. On that basis, profit margins are squeezed, particularly the oil sands. If you want to add to this, he would do it slowly over the next several years, until we really see how this whole pricing mechanism shakes out.

David Cockfield CANADIAN CAUTIOUS Unknown View
COMMENT T-T Telus Corp Market Call Tonight (BNN TV) 2015-05-22 $42.090

This would be his 2nd choice after Bell Canada (BCE-T). The yield isn’t as big. A very smart management. They are doing all the right things. This is the kind of stock you want to have if you are a little bit concerned about volatile markets, which he is. A good stock to put in your portfolio and put it away and clip the dividend.

David Cockfield CANADIAN CAUTIOUS Unknown View
PAST TOP PICK TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2015-05-22 $54.020

(A Top Pick May 28/14. Up 10.46%.) A little worried about the long-term prospects. It is still in the process of improving the movement of oil, both south and east, and hopefully they will be able to do more to the west.

David Cockfield CANADIAN CAUTIOUS Yes View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2015-05-22 $291.640

A little afraid when he sees an 82X PE multiple, and wonders about what they are going to do to justify it. The pharmaceutical area is reasonably tricky. Remember the bigger they get, the higher the earnings. The bigger the bite they have to take, the better they have to do in terms of absorbing a company to catch the earnings flow. It gets tougher and tougher the bigger you get. Has heard them talking about getting a company in Egypt, which gives him more pause to step back. This is a big multiple and the stock it is going to have to do amazing things to justify that. You can buy Apple (AAPL-Q) under 15X multiple, which is a growth stock.

David Cockfield CANADIAN CAUTIOUS Unknown View
COMMENT WEF-T Western Forest Products Inc. Market Call (BNN TV) 2015-05-22 $2.280

He is bullish on lumber. Thinks it is just the beginning on US housing starts. The whole group is rallying and it is a good place to be. He sees no problem with this stock.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2015-05-22 $75.860

His feeling is that money is leaving the safe sector of the consumer, which includes the retail sector. Money is slowly leaving the consumer sector, and his feeling is that this company will go nowhere. 2.6% dividend yield.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK XEG-T iUnits S&P/TSX Capped Energy ETF Market Call Tonight (BNN TV) 2015-05-22 $14.270

(A Top Pick May 28/14. Down 25.76%.) Sold and took a loss. Very cautious on the pricing in oil.

David Cockfield CANADIAN CAUTIOUS No View
TOP PICK ZGI-T BMO Global Infrastructure ETF Market Call (BNN TV) 2015-05-22 $34.080

He wants to be involved with infrastructure. This one trades fairly well and the trend is upwards. Heavily into energy infrastructure. iShares has a global infrastructure ETF (CIF-T) which is less energy infrastructure weighted if you would like that. They are both performing relatively the same.

Bill Carrigan TECHNICAL ANALYSIS UNKNOWN No View
PAST TOP PICK ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call Tonight (BNN TV) 2015-05-22 $27.040

(A Top Pick May 28/14. Up 26.67%.) This has been a good holding. Going sideways lately, but still feels this is the kind of stock you want if markets are volatile and are concerned about the downside as much as the upside.

David Cockfield CANADIAN CAUTIOUS Yes View
TOP PICK ZLU-T BMO Low Volatility US Equity ETF Market Call Tonight (BNN TV) 2015-05-22 $25.310

Hasn’t done much recently, and is probably in a Buy range. They hold 25% utilities, 25% consumer staples, 20% healthcare and 12% consumer discretionary, so these are broad-based US companies towards the consumer side. Focused somewhat away from multinationals. Still thinks the US$ will continue to be strong. Good diversification.

David Cockfield CANADIAN CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-21 $0.020

Markets.  If you look at the US economy it is doing well compared to other parts of the world where there is QE still in place.  This will create a buying opportunity for investors.  The improvement in the US economy will likely continue for 3 or 4 more years.  Europe will probably do well as they are early in the recovery.  The US$ strength is a benefit to Canadian investors who have US holdings.  He does not hedge his US$ exposure.  Rates are incredibly low and there is a natural maximum to how high interest rates could go before they have an impact on growth. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-21 $0.020

Interest rates and REITs.  People fret about it and how it will impact the REITs.  You only have to be mindful if a REIT is trading at an astronomical rate.  In the last 30-40 years in the US when rates have gone up, REITs have outperformed.  Interest rates are bad for REITs with longer duration leases.  If you have to refinance your debt before your rent comes up for renewal, then you suffer from interest rates increases.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-21 $0.020

Markets. The S&P 500 is eking out another record high today, with the Dow and NASDAQ pretty close. In the last little while we have seen a narrow range. There is not a lot of direction. We are making new highs, but are not making meaningful very, very strong moves on the upside. Given that we have some traditional seasonal weakness ahead of us; markets could probably tread water for a while. There is some trepidation about equity valuations and there are the US$ headwinds as well as the Fed’s shift in policy. At this point you want to be cautious. Expect markets will grind higher for the year, but over the next few months you want to be somewhat cautious. Generally speaking the May to October period tends to be somewhat softer. Not only are the markets weaker, but valuations are also stretched at 17 or 18 times earnings.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
PAST TOP PICK ADS-XETRA Adidas Market Call Tonight (BNN TV) 2015-05-21 $0.001

(A Top Pick April 9/14. Down 19.62%.) Valuations had looked decent, which is why he had gotten into the name. He liked the consumer side of things. Had to sell his holdings in October because of a profit warning because of Russia, as well as they were going to retail their golf division.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY AP.UN-T Allied Properties REIT Market Call (BNN TV) 2015-05-21 $37.450

They have brick and beam office buildings.  Management has done a top notch job of consolidating the sector.  He sees $4/share in increase in net asset value.  He thinks it will grow into its valuation as these developments complete and start producing income.  Balance sheet is clean and you can bank on significant dividend growth for the next few years.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Unknown View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-05-21 $93.880

Some of the recent concerns are that they are getting sued by places like Gucci, etc., for presumably knowing that some of the goods are being sold that are counterfeit. Valuations are actually not too bad, and their growth characteristics are quite incredible going forward, but treat this was some caution.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2015-05-21 $16.730

He prefers Citigroup (C-N) and J.P. Morgan (JPM-N). This bank, more recently, has moved a bit more sideways. He can’t say that this is one of the cheaper banks from a Price to Book valuation ratio. He doesn’t mind the stock and thinks it will do okay.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
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