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 FLEX-Q Flextronic International Market Call (BNN TV) 2017-01-16 $14.670

He would not sell winners.  Let them run and sell losing positions.  It is reasonable and they hit all metrics.  8 times earrings so valuation is pretty good.  It also has good price momentum. 

Jason Mann NORTH AMERICAN UNKNOWN Yes View
PAST TOP PICK FSV-T Firstservice Corp Market Call Tonight (BNN TV) 2017-01-16 $64.040

(A Top Pick Feb 11/16. Up 32.48%.) A real estate management company, but also do a lot of other things. They have a large business in the US. Also, have a lot of branded businesses like California Closets, College Pro Painting, etc. Still a fragmented industry, and a lot of it is still “mom and pop”, so every year they make bolt-on acquisitions, so have done a very good job of slowly growing their business. Not a cheap stock, so you have to be careful getting into it. Buy it on weakness.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-01-16 $73.070

This has 2 big drugs; Hepatitis C and HIV. The HIV drug is doing very well and continues to grow. The problem with the Hep C drug is that it cures, so revenue is coming down and the market is implying that the decline in revenue is going to be a lot faster. Secondly, the market is giving them no value for their existing HIV drug which continues to do well. They are also not getting any value from the fact that there are still a lot of people with hepatitis C, and they’ll need to use the drug. Zero value is being given to the pipeline even though they have some good products. A fantastic balance sheet with no debt. They have a lot of cash overseas, and if they are allowed to bring this back, there will be benefits. Trading at 7X earnings. Yield of 2.57%. (Analysts’ price target is $94.89.)

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
TOP PICK GM-N General Motors Corporation Market Call (BNN TV) 2017-01-16 $37.340

It is a play on job growth.  It is extremely cheap and poised to benefit in the cyclical growth environment.  Longer term the valuation is compelling.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
HOLD HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-01-16 $9.940

He has been short for about 18 months until the last few days.  He does not like to be short stocks that have fallen a lot over a short period of time.  There is no question you should hold this stock for yield.  They have negative free cash flow, however.  They could always sell their real estate, but they warned for the second time.  Some major stock holder has exited their position.  They have some very valuable assets: Saks, the building, for example.  He is waiting to see if they do anything because of their low stock price.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
COMMENT HNU-T HBP NYMEX Nat'l Gas Bull+ Berman's Call 2017-01-16 $11.260

Leveraged ETFs are toxic for long term holding.  The more volatile the underlying asset its, the more toxic it is.  It is great for short term trading.  You don’t go out and sit on this because the price of Nat Gas will eventually go up.  ZJN-T is a good one to sit on for Nat Gas exposure.  You can play it for a long period of time.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK IAG-T Industrial-Alliance Life Ins Market Call (BNN TV) 2017-01-16 $55.030

He believes we are in a rising interest rate environment and you want to own financials in this environment.  It qualifies in valuation, price momentum and volatility.  He likes MFC-T and it did well as a Top Pick.  He likes all three.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
HOLD IFP-T Interfor Corp Market Call (BNN TV) 2017-01-16 $14.620

Stay or go?  He suggests you stay.  It was a Top Pick two months ago. It is a bit of a play on currency and there is the Trump risk with trade wars.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
SELL INE-T Innergex Renewable Energy Market Call (BNN TV) 2017-01-16 $13.910

He would move on. It is a small short for him.  It has high valuation and a declining share price.  All the renewables and utilities had a big move up for the summer and now they are expected to do poorly.  They have hefty debt also.  People own it because of yield.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
DON'T BUY IVN-T Ivanhoe Mines Market Call (BNN TV) 2017-01-16 $3.370

It did not do well when it first came out because it was in a bear market.  Now it is now up 3-4 fold.  It has fantastic momentum, but not valuation and stability going for it, however. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-01-16 $24.300

Manulife (MFC-T) or Sun Life (SLF-T)? As interest rates started going up, they have done well in the last little while. To him, Sun Life is a much more stable company. This company has a really great Asian franchise which can drive their business a lot more than Sun Life’s.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-01-16 $56.980

If there is a bigger electrification of cars, this will benefit far more than other auto parts suppliers. Also, it is a much more diversified global business. People are really expecting the car industry to not have the growth it has had over the last 3-4 years. Not expensive and pays a nice dividend.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
PAST TOP PICK OTC-T Open Text Market Call (BNN TV) 2017-01-16 $84.650

(Top Pick Feb12/16, Up 29.45%) Don’t buy now, but it has become less cheap than when he first bought it.  PE is now 26%.  The top could be defined by price momentum, he exited very recently.  You could buy on weakness now.

Jason Mann NORTH AMERICAN UNKNOWN No View
PAST TOP PICK PXT-T Parex Resources Inc. Market Call (BNN TV) 2017-01-16 $15.380

(Top Pick Feb12/16, Up 70.92%) There was no bankruptcy risk.  It is up. The balance sheet is still in great shape. The cash flow has not increased to support the new price level of the stock.  He would shift out of it.

Jason Mann NORTH AMERICAN UNKNOWN No View
HOLD SJ-T Stella-Jones Inc. Berman's Call 2017-01-16 $39.500

They had a disappointing forecast.  In the past year it sold off every time it got above $45.  At best it is a hold.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-01-16 $52.510

Manulife (MFC-T) or Sun Life (SLF-T)? As interest rates started going up, they have done well in the last little while. To him, this one is much more stable. They’ve had some restructuring going on. Although their asset management business has lost some assets, it is a very strong company and is much better than Manulife’s asset management business. They’ve had the ability to reprice some of their products which is going to help them on the margin side. With rates going up, it totally benefits them. This is a much more stable company and less volatile.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
SELL ON STRENGTH SLW-T Silver Wheaton Berman's Call 2017-01-16 $26.960

Silver Technicals: It is a speculation on money, inflation and so on.  Gold broke $1200 support recently, so we will see some resistance at $1250 soon.  He is out of all his gold shares.  He is inclined to sell into this pop a little bit.  He would then buy the dips after that.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY SLW-T Silver Wheaton Market Call (BNN TV) 2017-01-16 $26.960

He does not trade these stocks because they are volatile and don’t have traditional earnings.  He thinks of them as defensives.  They peaked in the summer.  He would argue that they are tied to the path of interest rates in the future.  You don’t need to own gold as much right now.  They don’t have operating risk so have high PE.  It is not attractive to him. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2017-01-16 $32.180

We have seen where this stock CAN go.  It’s moved not so much on copper as on Met Coal.  It is one of those companies that has had too much leverage.  It has been a huge benefit to have this operating leverage in this market recently, though.  It has great price momentum, but is a neutral for him due to its valuation.

Jason Mann NORTH AMERICAN UNKNOWN No View
BUY TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-01-16 $33.970

An interesting story. A great Buy at these levels. Trading at about 8X earnings with a nice dividend yield of almost 4%. The largest generic maker globally. They acquired Allergan’s generic business and there are a lot of costs they can take out. Sometimes generics are focused on one drug, but this company is much more diversified across a wide spectrum of pharmaceutical lines. The market is slightly worried about the change of CEOs, as well as a couple of drugs that need to have a new molecule made. Although a generic maker, they also have a pipeline of branded drugs. In the long run, this company will do very, very well.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
COMMENT TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2017-01-16 $61.210

TransCanada (TRP-T) or Enbridge (ENB-T) for a 10-year hold? Both companies have done something very interesting by making big US acquisitions. He likes Enbridge because he thinks there is some very good growth and management has been spectacular. Management in this one has not been as consistent.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2017-01-16 $67.130

They have some catch-up to do on their on-line business.  70% of products are from China and that could be a major headwind for them as well as every other retailer. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY ZPW-T BMO US Put Write ETF. Berman's Call 2017-01-16 $19.620

A put write strategy on a 100 of the best US companies across all economic sectors.  They have a pretty sustainable payout, but it is paid in US$.  It is not hedged.  They have filed a prospective on a hedged ETF that is similar.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZWA-T BMO Dow Jones Indus. Avg. Hedge ETF Berman's Call 2017-01-16 $20.150

DOW mature blue chip companies with a covered call overlay.  ZPW-T or a hedged version, which is even better, would be better going forward.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS ZWB-T BMO Covered Call Cdn Banks ETF Berman's Call 2017-01-16 $18.710

It has a covered call overlay.  A lot of good news is priced into the banks so he would not be chasing this one, but be a dup-buyer in the Canadian banks.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

ETFs. The ETF market is running at about $114 billion in Canada, and well over $2 trillion in the US. 2016 was a record year for growth in both countries. This is coming from all directions at once, institutional clients, retail advisors, etc.

Daniel Straus ETF's UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

A geographical proportion ETF for an RRSP? You want to put in those kinds of ETF’s that deliver income or dividend that is taxed the most if it were outside the RRSP. That would mostly be bonds, or international equities. The breakout between asset allocation is the heart of the main question of investing. You really need to begin there before picking out your ETF for each asset class. The 5 asset classes would be a 3rd Canadian equity, a 3rd US equity, a 3rd international equity, some fixed income and cash.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

Bonds? There are a lot of reasons to question why you should be in the bond market at all. Investors shouldn’t lose sight of the reason bonds are in a portfolio. They are the ultimate cushion in case there is a very steep market drop. A “cash account” exposes you to one issuer, such as the bank where your money is deposited. However, cash may be more tax efficient. It is hard for bonds to compete with a high interest savings account these days.

Daniel Straus ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-13 $0.020

Market. Feels investors are really looking for clues from Donald Trump for timing, magnitude and details surrounding some of the policies that he has talked about, and we didn’t see a lot of that. Thinks the trend for corporate tax reform, tax cuts, infrastructure spending, deregulation will continue, and will feed into those sectors that are in the cyclicals, and not into the more defensive types of names. Given the massive run up since the election, it is very, very possible there will be a pause or consolidation in the market. If interest rates move too quickly, that could pose some anxiety in the market. We also need to see some very sustainable strong corporate earnings. If there are some policy disappointments or some excessive protectionist measures that is taken by Trump, that could also deflate some of the market moves. Thinks value will outperform growth once again this year, so value is a theme he is holding onto. Financials fall into both the cyclical and value themes after having been beaten up for so many years.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN _N/A View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-01-13 $87.370

He likes this. Technically, it is above the 200-day moving average, which is positive. Fundamentally, it looks interesting. The most dominant Chinese e-commerce company, dominating about 75% of online sales. Recently upgraded the type of things they are selling online. Fundamentally it makes a lot of sense. Trading at a pretty decent valuation at about 30X valuation, but growing at a pretty high clip of 20%-25%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
HOLD BAC-N Bank of America Market Call Tonight (BNN TV) 2017-01-13 $23.010

He likes the big banks in the US. This is probably one of the more interest rate sensitive banks in the US, so if interest rates move up, you’ll probably get a pretty good lift on the stock price. Wouldn’t be surprised if this gave back some of its recent gains, but is still a good Hold.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-01-13 $58.190

Telecoms fall in that defensive space of higher dividend, lower volatility characteristic. Canadian telcos have started falling off with interest rates moving higher. The positive on this is that you are getting a very, very nice rich dividend, and it will continue. From a capital appreciation standpoint, it will be somewhat limited, as it got a bit pricey and money is flowing out of telecoms and into energy, materials and financials.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
COMMENT BMY-N Bristol Myers Squibb Market Call Tonight (BNN TV) 2017-01-13 $56.220

He is a little more cautious on healthcare names because of the new US governments stance. Prefers AbbVie (ABBV-N) which has a little better valuation and growth profile. Bristol-Myers has a cancer drug that has a lot of competition from a number of other companies. Technically, it is well below its 200-day moving average.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BOTZ-Q Global X Robotics & AI ETF Market Call (BNN TV) 2017-01-13 $0.000

This is an example of an area of the market that has been booming. Very focused, thematic niche ETF’s. It is very new, and he can’t offer a lot of commentary on its performance as it only launched in Sept/16. The theme may make a lot of sense to people who are worried that a robot may take over their job. It could perhaps be a hedge against that. As a long-term theme, it certainly has promise and potential and probably risky, but think of it as a hedge if you are worried about robot overlords calling the shots.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT CBO-T iShares 1-5 yr Ladder Corp Bond ETF Market Call (BNN TV) 2017-01-13 $18.920

Short-term corporate bonds, ZCS-T or CBO-T? They both have very similar holdings. This one weights bonds with a traditional laddering strategy, whereas ZCS-T weights the bonds in the portfolio related to the size they have in the market.  It is really hard to say which is better, because all bond ETF’s are ladders of a sort.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2017-01-13 $161.860

A great brand. What might hold it back is valuation. Trading at about 27X forward earnings, which is a bit rich. EPS is growing at about 10%, which is pretty decent. Their renewal rate is phenomenal, and 90% clip in North America, and 88% outside of North America.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-01-13 $98.000

He likes this franchise a lot. Very unique in Canada. It has a major advantage over any other dollar store franchise. He took profits on his holdings. The stock has been really meandering sideways for some time. This is because it is trading at 27-28 times trailing and forward earnings. Not cheap. Management is doing a very, very good job. They are planning on opening 60-70 stores this year. The valuation still holds him back from wanted to own this.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
PAST TOP PICK EA-Q Electronics Arts Inc Market Call Tonight (BNN TV) 2017-01-13 $80.350

(A Top Pick Dec 3/15. Up 19.53%.) Sold his holdings. They have done a really good job in moving from the console games to the more digital games. They’ve partnered with Disney (DIS-N) to use Star Wars games. Not a bad name at 22X earnings.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-01-13 $128.340

He really likes this. Growth is continuing to be very explosive. They have a very unique type of marketing and advertising, and continue to monetize the various types of things they have. Shares got a bit weak after the election and fell below the 200-day moving average, but not by much. Now it is back above it and the average is very, very positive. Trading at about 30X earnings and growing at a 30% clip.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK GD-N General Dynamics Corp. Market Call Tonight (BNN TV) 2017-01-13 $177.890

(A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2017-01-13 $31.360

Likes industrials in general. Given that it is in many higher technology areas, whether aircraft engines or longer-term infrastructure projects, he likes the name a lot. A little expensive at 21X earnings with a 10% growth rate, but the dividend is good. The stock is trading well above the 250 day moving averages. Nice dividend of 3.1%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2017-01-13 $804.570

He likes this and doesn’t see selling his holdings for some time. Trading at about 24X earnings. Growing at a 15-16 clip, a pretty good valuation for a very strong tech name that doesn’t have a lot of competition. They are monetizing areas like the YouTube space, and their ad sales are doing very, very well. This is a name you want to hold long-term.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK HAZ-T Horizons Global Dividend ETF Market Call (BNN TV) 2017-01-13 $19.160

(A Top Pick May 26/16. Up 5.22%.) Global, so it can hold US companies, Canadian companies, etc. This has one of the longer track records, so he can analyse its performance. Has found that it has lower volatility.

Daniel Straus ETF's UNKNOWN No View
COMMENT HHL-T Healthcare Leaders Income Fund Market Call (BNN TV) 2017-01-13 $7.930

Healthcare is a subsector that he believes has the most political risk. As a long-term play, it makes a lot of sense given the aging population globally and the growing biotech industry, that will subject you to the day to day volatility which happens whenever there is a headline out of the US.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT HPR-T Horizons Preferred Share ETF Market Call (BNN TV) 2017-01-13 $8.920

He often gets asked about preferreds, because it is a very popular asset class for retail investors and has a very nice yield. Lately it has been extremely volatile. A very small market, anywhere between $40 billion and $60 billion. Because it is so small and the issues are so complicated, this is one of the few areas where active management may be able to help the investor. It is actively managed, not an index product, and has handily outperformed the S&P/TSX Preferred index. Buying an ETF for this asset class makes a lot more sense than using an individual issue, because you are diversified and you have the active management as well. Dividend yield of 4.2%.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT KHC-Q Kraft Heinz Company (merged) Market Call Tonight (BNN TV) 2017-01-13 $87.030

A consumer staples name, and the stock has been a little bit weak in the last little while. Investors have been pulling money out of this space. However, it is one of the faster growing names in packaged food, growing at about a 20% clip in terms of EPS. Pays a decent yield of about 2.75%. Technically, it is probably one of the better consumer staple stocks and is still trading above its 200-day moving average. The only concern he has is that it probably generates quite a bit of its revenues from outside of the US, and will probably lose some money on the top line due to fighting foreign currencies coming in.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
PAST TOP PICK L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2017-01-13 $69.800

(A Top Pick Dec 3/15. Up 7.24%.) He took profits on this a while ago. Being in the consumer staples space, he doesn’t pay attention to this particular area. He does like this stock.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
TOP PICK MET-N Metlife Market Call Tonight (BNN TV) 2017-01-13 $54.310

He likes the financials in the US. Life insurers are going to benefit the most from rising interest rates and a steepening yield curve. This is the largest US life insurer, and one of the largest financial services companies in the US. A pretty strong global brand, very solid financial balance sheet and a very large distribution network. There is also an easing of the regulatory environment. About 3 months ago, they announced a shareholder friendly $3 billion buyback program. Trading pretty cheap at 10X PE. Dividend yield of 2.95%. (Analysts’ price target is $60.03.)

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-01-13 $58.820

Trading at about 8.5X earnings, so it is still pretty cheap. We now have the wildcard, Trump, and how much protectionism will he want to implement against the auto industry. He is going to have to watch this space.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT MO-N Altria Group Inc Market Call Tonight (BNN TV) 2017-01-13 $67.580

In tobacco, he likes this a bit more because the US$ is going to be continuously bullish going through the next couple of years. Phillip Morris (PM-N) is based on international operations, where Altria is based on domestic revenues. Phillip Morris has dropped below its 200-day moving average. After many years of these tobacco stocks doing extremely well and paying a nice dividend, the investment market has started to step away from some of these names. They’ve gotten very expensive. Dividends are good, but are probably not going to grow very quickly. In a rising interest rate environment, these look less and less attractive.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT MRU-T Metro Inc (A) Market Call Tonight (BNN TV) 2017-01-13 $40.760

Recently sold his holdings. Looking at the macro picture, he is stepping more into cyclical names, and away from defensive, low volume, high dividend type names. Probably wouldn’t want to own a lot of consumer staples. He is zero weight in consumer staples. There is lots of competition with Loblaw’s, Walmart, etc.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2017-01-13 $32.520

You have to be careful of healthcare names. It looks like Trump has a bit of a target on these. Even without Trump, this company has an underwhelming pipeline of drugs that are coming through, and that is the issue that is hitting them. Trading at about 13X earnings, but its growth rate has come down to very, very low single digits. An unexciting drug pipeline is probably going to hold it back.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
TOP PICK PSA-T (No Listi Purpose High Interest Savings Market Call (BNN TV) 2017-01-13 $0.000

If you showed a graph, you would almost see a flat line. It doesn’t mean that the patient is dead. It is basically an ETF that holds Cash. Pays about 1%. If you are very tax sensitive and you don’t like premium bonds, but want a cash like exposure in an ETF form, this is a way to do it.

Daniel Straus ETF's UNKNOWN No View
COMMENT QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2017-01-13 $66.880

Stock has moved a little sideways recently, but still trading above the 200 day and the 50 day moving averages. The acquisition of NXP was a good one and will be accretive to them. In smart phones, everything is going towards video, and that’s what this company is an expert in. Paying a pretty decent dividend of 3%. Not expensive. Trading at a forward PE of 14X, and probably growing at 9%-10%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-01-13 $57.850

He continues to like this. They are expanding very nicely internationally, into markets like China. It is a little expensive, trading at around 25-27 times earnings. However, there is no other name like this. Technically it has broken out a little above the 200-day moving average.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-01-13 $67.100

He likes this bank. Has started to trim some of his Canadian bank holdings, and filtering the money into some of the insurers, some US banks and US insurers. This bank has been overbought at this time. Trading at $67 while the RSI is about $70. Trading at 13X forward earnings, a little bit above its historical norm. Not particularly cheap.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
TOP PICK UTX-N United Technologies Market Call Tonight (BNN TV) 2017-01-13 $110.220

He likes the industrial and the defence spending space, and this company really benefits from both areas as their product includes aircraft, engines, elevators, escalators, climate control, etc. They’re going to benefit, not only from the recovery economy, but also that Trump is going to be putting money back into infrastructure and defence spending. Dividend yield of 2.4%. (Analysts’ price target is $116.50.)

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
PAST TOP PICK VAB-T Vanguard Cdn. Aggreg. Bond ETF Market Call (BNN TV) 2017-01-13 $25.400

(A Top Pick May 26/16. Down 0.81%.) This has lost a bit of ground, but on a total return basis, because of the yield to maturity, it is still a little bit up. There are bonds in this and they are paying a coupon, so it is doing what it is supposed to do. It is meant to be the ballast in a portfolio, not meant to deliver total returns.

Daniel Straus ETF's UNKNOWN No View
COMMENT VFV-T Vanguard S&P 500 Index ETF Market Call (BNN TV) 2017-01-13 $53.000

S&P 500? There are at least a dozen ways to buy this in Canada. Four of the ETF’s each offer at least 2 of the versions. Also, you can get it currency hedged or unhedged. The vast majority of these ETF’s are very similar to one another. Most of them are very, very cheap. This one is among the lowest cost. A great way to get US Large Cap in an unhedged way.

Daniel Straus ETF's UNKNOWN Unknown View
TOP PICK VVL-T Vanguard Global Value Factor ETF Market Call Tonight (BNN TV) 2017-01-13 $31.000

Feels the value will continue to outperform growth going forward. It seriously outperformed growth in 2016 and he thinks that will continue. An actively managed ETF using a rules-based or quantitative type strategy that aims to select global equities with value characteristics. Right now, this carries a very large weighting in the US financial sector. In the last 6 months, it has outperformed against the world Index by over 10%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Yes View
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