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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
  
DON'T BUY HD-N Home Depot Market Call (BNN TV) 2014-04-15 $75.890

The US housing troughed.  It did quite well along with the rest of the space, but the valuation was too rich and she got out.  A great franchise and a great return on capital, but valuation keeps her on the sidelines.  Weather recently may give you a pick up. 

Jennifer Radman US LARGE SELECTIVE No View
HOLD IVN-T Ivanhoe Mines Market Call Tonight (BNN TV) 2014-04-15 $1.860

Stock is making an attempt to break out of a short-term period of consolidation. Levels of resistance are at $2.50 and at around $2. If it broke through $2 that would be bullish and would then probably target $2.50. If you are in the stock, stay with it and see if it breaks.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY JNJ-N Johnson & Johnson Market Call (BNN TV) 2014-04-15 $99.200

Strong business.  It is a story of valuation for her.  She is pretty positive on the healthcare space.  She prefers others.

Jennifer Radman US LARGE SELECTIVE Unknown View
COMMENT JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-04-15 $54.800

Sold his bank ETF recently because the good news was out on its earnings, etc. Also, the overall sector was kind of getting close to its top. With a 2 year horizon, you should be fine. In a market correction, if we do get one in the next couple of months, banks are the most economically and market sensitive of the larger cap stocks and he expects there will be volatility on US banks in the next couple of months. He is looking to buy back in at a cheaper price.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
PAST TOP PICK KEY-T Keyera Corp Market Call Tonight (BNN TV) 2014-04-15 $69.820

(A Top Pick March 11/14. Up 5.62%.) Strong uptrend from early 2012. Every time it dips, you can buy more. Pipelines continue to expand across the nation.

Keith Richards TECHNICAL ANALYSIS BULLISH Yes View
TOP PICK KKR-N KKR & Co. LP Market Call (BNN TV) 2014-04-15 $22.110

Their business is firing on all cylinders.  There was a pullback with the market.  They sell assets into the strong market, which allows them to collect their performance bonus.  The challenge will be investing in it, but with conservative return assumptions she gets pretty decent upside on it.  It also invests some of its own money in its investments and that contributes to the net asset value of the company.

Jennifer Radman US LARGE SELECTIVE Yes View
WEAK BUY KO-N Coca-Cola Company Market Call (BNN TV) 2014-04-15 $40.180

You are really looking to emerging markets to grow.  You have a great franchise, brand and business, but do you want to pay that much for a stock.  It is something that will probably be stable and you will probably do well.

Jennifer Radman US LARGE SELECTIVE No View
TOP PICK KSS-N Kohl's Corp Market Call (BNN TV) 2014-04-15 $54.430

(Top Pick April 18’13, Up 17.83%) The whole group sold off because of the weather.  It’s a temporary issue.  They will be able to fire on all cylinders at some point then they get a re-rating.  A good entry point.  It seems to be the one that is being ignored.  They have tough competition, but she thinks they can compete.  At some point she thinks you will see everything firing and you will get a much higher share price.

Jennifer Radman US LARGE SELECTIVE Yes View
COMMENT LGT.B-T Logistec Corp Market Call Tonight (BNN TV) 2014-04-15 $54.650

Chart shows an enormous parabolic move in the last part of 2013. A move like this will eventually be corrected in some way. It could be through consolidation or an outright pull back. In this case, there is a little bit of consolidation. As long as it holds in the low to mid $50s it looks okay. If it breaks, then you have a topping formation in play. Just be very, very careful that the support level does not break.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY LNKD-N LinkedIn Corporation Market Call (BNN TV) 2014-04-15 $170.900

Not up her alley.  Her issue with it is capital protection.  All of a sudden you don’t own what you thought you did and you are stuck with a big loss.  Valuation is key.  This is how a lot of investors get hurt in the market.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY MA-N Mastercard Inc. Market Call (BNN TV) 2014-04-15 $72.150

It is one of those stocks that is always expensive.  Such a good company with a good infrastructure.  They get their margin expanding as they put more and more people through the network.  It is just a matter of how much you want to pay for it.  With the uncertainty coming back into the market, you got a pullback, but it is not the type of company she is looking for.  You probably won’t get hurt, however.

Jennifer Radman US LARGE SELECTIVE No View
BUY on WEAKNESS ORCL-N Oracle Market Call (BNN TV) 2014-04-15 $39.730

Concern is if their business model is sustainable going forward.  They had acceleration in software sales the past quarter.  They have new product initiatives for the near future.  A decent entry point here.

Jennifer Radman US LARGE SELECTIVE Yes View
BUY on WEAKNESS OTC-T Open Text Market Call Tonight (BNN TV) 2014-04-15 $49.980

Chart shows the stock is pulling back. The 200 day moving average lies somewhere around $45. There is potential for this to trace back to the $45-$46 area and this is where he would probably seriously consider buying it.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
WEAK BUY PG-N Proctor & Gamble Market Call (BNN TV) 2014-04-15 $80.840

It hit her radar in terms of valuation where she would consider taking a position.  A great brand that is struggling a bit because of their emerging market exposure.  A temporary setback.  Doesn’t think you will get hurt. 

Jennifer Radman US LARGE SELECTIVE No View
COMMENT QST-X Questor technology Market Call Tonight (BNN TV) 2014-04-15 $2.520

Chart shows the stock has moved up and then consolidated and it seems to be doing that right now. It is showing a symmetrical triangle. As long as it breaks to the upside from that, the stock looks okay.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
BUY SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2014-04-15 $48.430

She would hold this for a three year period.  What they do will be in high demand. 

Jennifer Radman US LARGE SELECTIVE Unknown View
BUY on WEAKNESS SES-T Secure Energy Services Market Call Tonight (BNN TV) 2014-04-15 $19.000

Chart is showing higher highs and higher lows so the trend is up. Any stock that is arcing up off its trend line can always have a corrective counter movement in the trend. If it pulls back a bit, he would probably buy it near the trend line at around $17 or so. Chart is extremely healthy and has been so since 2012.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY SIRI-Q Sirius Satellite Radio Market Call Tonight (BNN TV) 2014-04-15 $3.090

Doesn’t like the look of the overall chart. The chart shows this has had higher highs and higher lows from mid-2012 until the latter part of 2013. That series was broken and there was a little bit of a topping formation with a neck line at around $3.50. That neck line has been broken. If you own, look for any kind of a rally to get out.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
HOLD SLF-T Sunlife Financial Market Call Tonight (BNN TV) 2014-04-15 $35.750

Chart shows a long uptrend from early 2012, but has recently had a breakdown. He would give it the benefit of the doubt because sometimes you get the breakdowns and as long as there is a support level ($35 on this one) the stock is still in reasonably good shape.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY SLW-T Silver Wheaton Market Call Tonight (BNN TV) 2014-04-15 $24.480

Not a big fan of a lot of the commodity sectors, particularly precious metals. The trend overall for the metals, precious metals in particular, has been pretty lousy since 2011. There is also a really big cycle for the broad commodity index that is due to continue falling for the next little while. Every time the stock gets around $30, get out. Chart shows it has made a couple of higher lows since mid-2013 which could be some encouragement. Doesn’t think there is any near-term trend in the works right now for this or a lot of the gold stocks.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
HOLD SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-04-15 $39.370

Has had a lot of volatility over the last few years. The lid of around $35 which was containing this stock was broken in mid-2013. That was pretty good news. This was followed by another level of consolidation and it seems to be breaking that right now. The bigger picture so far is healthy. As long as it keeps keeping the bridges as it moves out, he would continue to hold it.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
TOP PICK VAR-N Varian Medical Systems Market Call (BNN TV) 2014-04-15 $82.060

Cancer rates are expected to increase across the world as the population ages.  The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.  Last quarter we saw an uptick.  They are also now selling their machines into developing markets.  A lot of room for growth here.

Jennifer Radman US LARGE SELECTIVE Yes View
COMMENT VSN-T Veresen Inc Market Call Tonight (BNN TV) 2014-04-15 $16.430

A kind of stock that is definitely not for the faint of heart. Had massive swings over the last couple of years. Broke up through the $15.50 resistance level in early 2012, which is a good sign. It wouldn’t surprise him, given the profile of the stock and the profile of the markets that it could retrace back to the $15.50 area. For the time being this has higher highs and higher lows.

Keith Richards TECHNICAL ANALYSIS BULLISH Unknown View
BUY VZ-N Verizon Communications Market Call (BNN TV) 2014-04-15 $46.920

Looks good in everything she looks for.  Major issue is T-mobile.  It is threatening margins.  The cash they generate is compelling. 

Jennifer Radman US LARGE SELECTIVE No View
SELL WAG-N Walgreen Co Market Call (BNN TV) 2014-04-15 $66.010

She sold out because it hit her valuation target.  It will be a cross border / cross the pond pharmacy.  She is comfortable with a lot of the others in her portfolio.

Jennifer Radman US LARGE SELECTIVE Unknown View
TOP PICK XLP-N SPDR Consumer Staples ETF Market Call Tonight (BNN TV) 2014-04-15 $43.200

This is a seasonal play. Staples tend to do better over the summer. Also, from a technical perspective, it doesn’t look too bad. Chart is just starting to see a breakout right now of the highs of 2013. Thinks this will be a good position to hold for the next 3-6 months.

Keith Richards TECHNICAL ANALYSIS BULLISH Yes View
DON'T BUY YHOO-Q Yahoo! Market Call (BNN TV) 2014-04-15 $34.210

It’s the Alibaba stake.  You have 50% plus revenue growth.  This is where she is seeing big valuations.  But Yahoo is struggling with the core business.  They were a lot higher a little while ago.

Jennifer Radman US LARGE SELECTIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-14 $0.020

Markets.  They were originally looking for 4 or 5 % increase in earnings quarter over quarter and now it is down to 2%.  What we saw last week was the beginning of the 10% correction he was looking for.  It will play out for the next month or two.  This is a correction in a bull market.  If the S&P falls 10, the NASDAQ could fall 20.  Let’s look at this dip in the market as an opportunity to do some buying.  Most people believe things are recovering. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-14 $0.020

The sell off that we are in now is specifically linked to the over valuation of the NASDAQ.  The momentum money is coming out of the market. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-14 $0.020

Educational Segment.  Why Earnings Estimates Are So Low.  Warnings are a big game for the market.  They put out guidance that they know they can beat just before releasing them.  Telecoms and utilities are improving guidance slightly.  We need to pay attention to materials and financials.  He thinks the gains are going to be mitigated by slow earnings over the next couple of years. These corrections will be buying opportunities.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-14 $0.020

Markets.  Iraq increased production in February.  They still have more to bring online.  We needed the extra capacity during those winter months, but now that we are in the shoulder season they need to cut back or there will be a glut.  He is predicting a price decline.  We have not yet seen a correction in the WTI yet.  Nat Gas: now there is too little inventory.  We should get through a normal winter with $5 gas, but if we have another cold winter, we could see spikes to $7-$8 in Nat Gas.  Buy Nat Gas stocks in Q4 this year.

Josef Schachter OIL & GAS UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-14 $0.020

Nat. Gas Service Companies.  There is going to be a better buying opportunity in the third quarter in this sector.  In 2016/17 we will see the industry running at record rates.

Josef Schachter OIL & GAS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-14 $0.020

Markets.  Concentrates on the best picks on the long side and then pairs them on the companies that won’t grow as rapidly.  He had a negative view on the Canadian dollar and shorted it and that worked out well.  The high flying concept stocks were short and it worked out pretty well.  The things he owns keep working out really, really well.  It’s one of those perfect storms.  He is not so much contrarian, but he wants to make sure he is thinking hard about why he is investing in things.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE _N/A View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2014-04-14 $521.680

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY AET.UN-T Argent Energy Trust Market Call Tonight (BNN TV) 2014-04-14 $2.820

This is one of the most recent poster childs for the kind of financial engineering that gets sold to investors.  It paid out a dividend it could not afford for far too long.  They could not keep the game going because they could not find new things to buy to get financing to keep the scheme going.  Don’t even count on it being taken over.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
PAST TOP PICK ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2014-04-14 $46.720

(Top Pick Mar 25/13, Up 39.25%) Nowhere near attractive a valuation as it was.  If interest rates go up this one will run into trouble, but he does not think that will happen.  He is holding because he does not have good alternatives.  At the low $40s he would look at buying more.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-04-14 $4.120

Has been wonderful at destroying shareholder value for the best part of his career.  The plane business is very competitive.  The train business has catches like having to use a jurisdiction’s manpower and factories.  Has a heck of a lot of debt.  Invested heavily in building these planes.  Probably have to raise equity at some point.  He doesn’t like the dual class voting structure.  Wonders about the motivation of the board of directors.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY on WEAKNESS BNK-T Bankers Petroleum Market Call (BNN TV) 2014-04-14 $5.480

Great management.  They are going to put in new pipelines and lower the cost. 

$6.50 Josef Schachter OIL & GAS UNKNOWN Unknown View
DON'T BUY BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-04-14 $45.790

They bought into an oil field and are not the operator.  They just get sent a cheque.  The deal was a huge success.  It is a little rich, but a well managed company.  He thinks you can own it, but there are other names he prefers, such as CPG.  He is not a big fan of dividend energy stocks because they keep issuing equity to pay for acquisitions.  They should plow profits back into the ground.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2014-04-14 $29.770

There is a time to buy private equity firms.  It’s when the market is really tough and people are worried about what is in their portfolios.  These firms are selling things into the public market as much as they can so it tells you where they think things are going.  He likes diversified, banks if you want a financial.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2014-04-14 $0.010

(Top Pick May 21/13, Flat)

Josef Schachter OIL & GAS UNKNOWN Yes View
TOP PICK CASH CASH Market Call (BNN TV) 2014-04-14 $0.010

Keep 20-25% cash in oil weighted part of portfolio.  We could have a 20-30% correction.  There will be another great buying opportunity soon.

Josef Schachter OIL & GAS UNKNOWN Yes View
BUY on WEAKNESS CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-04-14 $43.310

Has done well.  About a third Nat Gas and two thirds oil.  Under $40 it would be a great buy for the long term. 

Josef Schachter OIL & GAS UNKNOWN Unknown View
BUY on WEAKNESS COS-T Canadian Oil Sands Market Call (BNN TV) 2014-04-14 $22.690

They are driving down the costs the right way.  This is a core name for investors.  It makes sense at $20. 

Josef Schachter OIL & GAS UNKNOWN Unknown View
BUY on WEAKNESS CVE-T Cenovus Energy Market Call (BNN TV) 2014-04-14 $31.910

Oil sands volumes were up, but conventional volumes were down.  Nat Gas volumes were down, too.  Was a disappointment to the street.  The issue has been their recovery rates.  Balance sheet is in good shape, though.  Makes sense to investors in high $20s to $30.

Josef Schachter OIL & GAS UNKNOWN Unknown View
HOLD DEE-T Delphi Energy Corp. Market Call (BNN TV) 2014-04-14 $2.990

Have done a great job.  They have a big core area.  Went from air based fracks to water based fracks.  Thinks it is getting fully valued at this time.  You might get a better buying opportunity in the fall.  10 times cash flow.  He just lowered from buy to hold.

Josef Schachter OIL & GAS UNKNOWN Unknown View
HOLD F-N Ford Motor Market Call Tonight (BNN TV) 2014-04-14 $15.700

Car business continues to be pretty positive.  Consumers keep wanting to buy them.  Keep an eye on interest rates as well as energy prices.  There is anecdotal evidence that there are sub-prime lending problems cropping up again in the US and Canada where people take out big car loans to finance these things.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK GOOGL-Q Google Market Call Tonight (BNN TV) 2014-04-14 $548.700

The voting shares.  You should always own the voting shares.  They don’t want control to fall to someone in the marketplace if one of the top guys dies.  A great company.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY on WEAKNESS GTE-T Gran Tierra Energy Inc. Market Call (BNN TV) 2014-04-14 $8.360

Focused in Columbia, Argentina, Peru and Brazil. Potentially a fourth quarter story when they drill some more wells.  Buy at $5.

Josef Schachter OIL & GAS UNKNOWN Unknown View
DON'T BUY HSBC-N HSBC Holdings P L C Berman's Call 2014-04-14 $52.010

You are getting a piece of the global business.  But there is not a lot of net growth compared to US banks.  Not the ideal investment.  Although it does have a stable dividend and there is probably not a lot of downside.  You could buy below $48 for a trade.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH Unknown View
BUY on WEAKNESS HSE-T Husky Energy Market Call (BNN TV) 2014-04-14 $34.930

Has done well.  Just brought on their new discovery.  Balance sheet in great shape.  In the low $30s it is a buy.  The dividend has increased over time.  They could raise it as they generate more cash flow.  Makes a lot of sense for conservative investors.

Josef Schachter OIL & GAS UNKNOWN Unknown View
PAST TOP PICK K-T Kinross Gold Market Call Tonight (BNN TV) 2014-04-14 $4.550

(Top Pick Mar 25/13, Down 43.41%) He sold.  Thought we were somewhere close to the bottom of the gold market.  Liked the Russian mine.  They had just fired the previous management team and he still likes the replacement management team.  It was a good decision to get out and he does not hold any gold stocks now.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE No View
WATCH LNKD-N LinkedIn Corporation Market Call Tonight (BNN TV) 2014-04-14 $165.780

This one has rapidly growing sales.  About 8 times revenues, though.  If it gets forced down to low $100 range, he would seriously consider buying it if it continues to grow in revenues and in profits.  It has to invest heavily.  It has a first to market advantage.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK LRE-T Long Run Exploration Market Call (BNN TV) 2014-04-14 $5.440

(Top Pick May 21/13, Up 31.81%) They made another acquisition last week.  They went into a dividend model, but they aren’t paying out that much of their cash flow.  50% Nat Gas.  Raised their dividend to 7.44% late last year and he thinks the dividend could be increased again in 2015.

$8 Josef Schachter OIL & GAS UNKNOWN Yes View
DON'T BUY MFC-T Manulife Financial Berman's Call 2014-04-14 $19.970

Already significantly reflecting forward revenue from increased interest rates.  If it pulled back to recent support, it would be more of a topping pattern for this one. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH Unknown View
PAST TOP PICK MRG.UN-T Morguard North American REIT Market Call Tonight (BNN TV) 2014-04-14 $9.740

(Top Pick Mar 25/13, Down 7.18%) It was the worst time to pick a REIT.  This was one of those disappointments.  Thinks they are doing all the right things, but it is not big enough for the dealers to pick up coverage on it.  6.25% While you wait for something to happen.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2014-04-14 $21.900

Fighting a war against very aggressive competitors, especially Intel.  It has always been a very competitive business.  Prefers Intel, but it is expensive.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
PAST TOP PICK NKO-T Niko Resources Market Call (BNN TV) 2014-04-14 $2.300

(Top Pick May 21/13, Down 62%) The big problem is that they were supposed to get a price increase in India that would allow an increase in production.  The problem was that there was an election going on so they removed the price increase for the election.  They have started selling non-core assets.  He thinks they will do other deals.  Once they resolve balance sheet issues, the story will wake up.  Wait for the politics to resolve and cash flow to go up.

Josef Schachter OIL & GAS UNKNOWN Yes View
SPECULATIVE BUY PMI-X Petromanas Energy Inc. Market Call (BNN TV) 2014-04-14 $0.210

$60 Million of cash, 8 cents per share.  They are drilling deep wells and spending a lot to drill them.  Has potentially 100s of millions of barrels of production to come.  We should know in July on one well and end of year on another.  Buy it on weakness.

60 cents Josef Schachter OIL & GAS UNKNOWN No View
DON'T BUY PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2014-04-14 $9.720

Dividend almost 6%, which is too high.  Has too much debt, having a garage sale to sell off assets.  They are not repairing the balance sheet.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
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