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
  
TOP PICK SLB-N Schlumberger Ltd. Market Call (BNN TV) 2016-05-20 $74.960

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

Cameron Hurst US EQUITIES UNKNOWN Yes View
DON'T BUY SPB-T Superior Plus Corp Market Call Tonight (BNN TV) 2016-05-20 $11.030

(Market Call Minute.) Not his top pick, and he would be adding into other areas instead.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
COMMENT T-N A T & T US Market Call (BNN TV) 2016-05-20 $38.450

Likes their DirecTV acquisition the most. It gave them a lot of different synergies, expense and additional revenue to wring out. Your biggest risk right now with telecom is interest rates. These companies are very sensitive. Pays a 4.5%-5% dividend yield. This is really a call on rates. If we have low rates, this will continue to chug higher, but if they accelerate, this is going to get hurt.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
COMMENT TEI-T Toscana Energy Income Corp. Market Call Tonight (BNN TV) 2016-05-20 $2.300

Thinks the future is going to be very bright. Hasn’t sold any of his holdings, but hasn’t actually added either. They had to cut the dividend. Very solid assets and fundamentally is very cheap. This could be a good acquisition for somebody at this price.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
DON'T BUY TRN-N Trinity Industries Market Call (BNN TV) 2016-05-20 $17.240

Rail car manufacturer. It is important to recognize market demand on this type of company. Right now rails are having a really tough time. Their investment cycle has slowed. It is unlikely to turn dramatically and quickly. Feels there are greener pastures in the meantime.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
PAST TOP PICK UNH-N UnitedHealth Group Inc Market Call (BNN TV) 2016-05-20 $130.940

(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.

Cameron Hurst US EQUITIES UNKNOWN Yes View
TOP PICK UNH-N UnitedHealth Group Inc Market Call (BNN TV) 2016-05-20 $130.940

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

Cameron Hurst US EQUITIES UNKNOWN Yes View
PAST TOP PICK USA-T Americas Silver Corp Market Call Tonight (BNN TV) 2016-05-20 $0.330

(A Top Pick May 1/15. Up 57.14%.) This continues to be a Top Pick. 

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
TOP PICK USA-T Americas Silver Corp Market Call Tonight (BNN TV) 2016-05-20 $0.330

Management is the M&A team from America Barrick. Ever since they took over these 3 different mines, the price of silver has always been higher than the cost of production. What kept them alive, and what not many managers would have done, every quarter they would ramp up production more than the decline. They have gone from 500,000 ounces to 5 million ounces equivalent of silver production. This is the 1st quarter where we have the inverse where the price of silver is higher than the cost of production, and that spread will continue to widen. Going forward, clients will be very well rewarded.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
TOP PICK VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2016-05-20 $42.710

When he starts putting money back into a sector, he likes to go into the one that did the best. This one did the best which means money stayed with it. Assets are not just in Canada, but offshore as well, mostly in Europe. They get the higher pricing of Brent. Dividend yield of 6.04%.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2016-05-20 $69.860

Hasn’t been a big fan of this for a while. They put up some pretty big earnings recently. The problem is that it is being squeezed. You have high end boutiques taking one set of customers, and dollar stores take the other set.

Cameron Hurst US EQUITIES UNKNOWN No View
DON'T BUY YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2016-05-20 $6.220

(Market Call Minute.) Not his favourite. He would put money elsewhere.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
PAST TOP PICK 4914-JP Takasago International Market Call (BNN TV) 2016-05-19 $0.010

(Top Pick June 2/15, Down 8.00%) Revenue growth and earnings growth are in the double digits, partially because of the currency changes.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
TOP PICK 7734-JP Riken Leiki Market Call (BNN TV) 2016-05-19 $0.000

A global player with pretty good earnings growth and revenue growth.  Number one player in several niche areas.  Trading at 9 times earnings and a steep discount to book value.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-19 $0.020

Markets.  The question is if the Fed will raise interest rates more than once this year.  The Fed increase is given.  The outcome is that there is a lot of risk out there.  The emerging markets have sold off and the US$ has had an impact in Brazil, Argentina and Mexico.  It is hard to find bright spots.  Should you be putting all your eggs into the TSX or the S&P?  The best way to move forward is to focus on value and not be over weighted in any commodity sector.  He is a bottom up investor and will hold cash if he doesn’t find anything to buy.  Residential real estate can be a lousy investment.  You have to pay the right price for it.

Lorne Steinberg Deep Value Global Equities BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-19 $0.020

Market. Markets are showing a sign of fatigue after bouncing off the lows of January and February. There was a very sharp rally from January and February bouncing off the 2,100 level on the S&P 500. $14,000 seems to be an overhead resistance for the TSX. The S&P and TSX are trading at around 17-18 times forward earnings. That is a premium to a 10-year average of 14-15 times. We are going to slow down a bit and be range bound, being a little bit bumpy going forward. The earnings picture on the corporate side hasn’t been very good. There are concerns about global economic growth and geopolitical tensions, whether about the UK or things happening in Venezuela. We have a very uneasy US political backdrop as well. There is also the timing of the US Federal Reserve interest rate. He is about 12% in cash. When investing now, you want to be in the high quality, more defensive areas, lower beta type of stock, and that can include consumer staples, utilities, healthcare or telecom. Those types of names tend to be a little more predictable and reliable.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-19 $0.020

US banks. Rising interest rates will represent improved profits through higher net interest margins for US banks. The banks haven’t really participated in the rally we have seen since January/February, which is troublesome for the overall market. They represent some decent values, but there is some concern about where the economy interest rates are going. The sector has moved above the 200 day moving average, which is positive.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
PAST TOP PICK AA-N Alcoa Market Call (BNN TV) 2016-05-19 $9.120

(Top Pick June 2/15, Down 29.16%) They are a low cost producer and can still generate cash flow at reduced commodity prices.  You have to step in at low prices because if you wait for the commodity price to increase you will miss it.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2016-05-19 $94.200

The largest market cap stock in the world.  Half of their revenues are the iPhone.  Sales are slowing as people keep phones for longer.  It looks cheap as a large part of the market cap is in cash.

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-05-19 $94.200

The chart is starting to look a little rough.  The 200 day moving average is falling and the stock is below the 200-day, 100-day and 50-day averages. The concern is how much further can the iPhone actually go. It represents two thirds of their revenues, which is very significant. If Apple does not succeed in China, it is going to spell a little bit of trouble for the company in terms of growth. The years of its extreme growth may be behind it. Right now he is looking for an exit point.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK AEG-N Aegon N.V. Market Call (BNN TV) 2016-05-19 $5.000

70% discount to tangible book value.  6% dividend which they got permission to raise and to buy back shares of.  They are painted by the brush for the US financials.  It has very significant upside over the next couple of years.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
COMMENT AMLP-N Alerian MLP ETF Market Call Tonight (BNN TV) 2016-05-19 $12.253

A basket of midstream and infrastructure energy names. Pays about a 9% dividend yield. Has gotten beaten up quite dramatically, but has started to recover from its February lows. If you think the energy sector is recovering and stabilizing, this might be a good name to hold for income and capital appreciation.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-05-19 $56.040

They have a dual class share structure and he is not crazy about it.  They are in a lousy business but did an amazing job.  He does not own it because it is too expensive.  An unbelievable Canadian success story.

Lorne Steinberg Deep Value Global Equities BEARISH No View
WATCH BAC-N Bank of America Market Call (BNN TV) 2016-05-19 $14.530

US banks are under pressure from low oil prices and interest rates.  These companies got rid of all their problems and are well positioned if oil and interest rates do well including the US economy.

Lorne Steinberg Deep Value Global Equities BEARISH No View
BUY on WEAKNESS BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-05-19 $60.000

Sold his holdings recently in the $59-$60 level because these names start to become a bit toppy and hitting the highs that they had hit before. He likes the name. Great dividend, great cash flow and good media content. Would like to buy it a little cheaper.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT BRK.A-N Berkshire Hathaway Inc. (A) Market Call Tonight (BNN TV) 2016-05-19 $211179.990

This has actually underperformed the S&P 500 over the last 3 years. Year-to-date however, the shares have outperformed and are about 6% better than the S&P. In the last few years, in a growth environment, this has underperformed. On a go forward basis, it might make a lot of sense. It really depends on whether we are truly going back into a Value-based environment versus a growth environment.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
BUY on WEAKNESS CAT-N Caterpillar Market Call (BNN TV) 2016-05-19 $69.430

A great company but a chunk of their business is tied to mining.  He looked at it and decided he would step in at $60. 

Lorne Steinberg Deep Value Global Equities BEARISH No View
COMMENT CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2016-05-19 $99.940

Some of the biotech names, especially some of the larger cap names, represent some decent value for growth prospects they can give you. Trading below the 200 and 50 day moving averages right now, so not very strong from a technical perspective, but he does see a bottoming process. It hasn’t seen the February lows again. Touched down to it in March, but is now a little bit above those levels. He likes the stock.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
DON'T BUY CF-T Canaccord Financial Inc Market Call (BNN TV) 2016-05-19 $4.130

The whole Canadian independent brokerage sector is under extreme pressure.  They now got rid of a lot of acquisitions.  Unless the resource sector comes back, they are faced with headaches. 

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
COMMENT CPD-T iShares S&P/TSX Preferred ETF Market Call Tonight (BNN TV) 2016-05-19 $12.370

BMO S&P/TSX Laddered Preferred (ZPR-T) or iShares S&P/TSX preferred (CPD-T)? The only difference between these 2 is that ZPR probably has a little bit more in the rate reset preferred shares, which are the shares that will do well when interest rates start to move higher. The both are very similar though. This one gives you about a 5% dividend yield, and you are basically investing in preferred shares. There is going to be some volatility in the preferred share market.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT CRH-T CRH Medical Corp. Market Call (BNN TV) 2016-05-19 $3.880

They are in the gastro anesthesiology business.  They have found a couple of pretty good niches.  They are market leaders in the markets they are operating in.  They are now integrating the acquisitions.  Impressive management team.  It is a growth stock and not a value stock.  He would like to meet them, however.

Lorne Steinberg Deep Value Global Equities BEARISH No View
DON'T BUY DIR.UN-T Dream Industrial REIT Market Call (BNN TV) 2016-05-19 $8.130

A 9% yield is high so pay attention to why it is so high.  Lots of Alberta exposure.  They want to reduce leverage.  There are a number of issues that cause him to look elsewhere.

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-05-19 $98.410

This represents a great, long term name, premium brand. He really likes their ability to have a franchise in the studio, moving on to the theme park, moving on to merchandise, and then moving onto television. They have the multiplatform to earn revenues. Some of the concern is cord cutting with ESPN. Thinks they need to start creating that content for streaming, and that will probably lift that overhang. This stock makes a lot of sense, and a good name to own longer-term.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
DON'T BUY DOL-T Dollarama Inc. Market Call (BNN TV) 2016-05-19 $88.820

Another Canadian phenomenal success story.  How many more dollar stores can there be?  Apparently there can still be a number more. The rate of growth is definitely slowing down.  They have to increase margins to increase profits and that will be hard to do.

Lorne Steinberg Deep Value Global Equities BEARISH No View
PAST TOP PICK DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2016-05-19 $88.820

(A Top Pick May 21/15. Up 27.36%.) Sold his holdings at the $92 level last month, because it was heading back to its highs, and he thought it was a bit of a double top. He is going to wait and see if it comes down into the low $80s before he picks it back up again. A bit expensive at 25X forward earnings and a 17% growth rate.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT EA-Q Electronics Arts Inc Market Call Tonight (BNN TV) 2016-05-19 $73.500

Just sold his holdings about a week ago on its move higher based on strong earnings. He likes the name. Their partnership with Disney (DIS-N) and the Star Wars franchise makes a lot of sense. They are making a good transition from the console to the mobile space. He sold because he wants start moving away from higher beta names. Loves the company and the name and could buy it back later on.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2016-05-19 $52.100

Likes this and thinks it makes a lot of sense. The midstream names are a bit of a conservative way to play into the energy recovery if you think that is happening. He prefers something like Pembina Pipeline (PPL-T), which has a bit of a pickup in dividend and pays closer to 5%. Likes both names.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
COMMENT FNV-T Franco-Nevada Corp. Market Call Tonight (BNN TV) 2016-05-19 $84.950

This has been a great name and has really powered up in the last 6 months or so. Gold has been a very strong mover. However, you have to be careful as to where the US$ is going to start moving, and will that have a negative impact on gold. If interest rates move up this summer, that might put a bit of a dry spell on some of the commodity space. If you own, start using some stop losses to where you want to hold the stock.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2016-05-19 $29.360

Currently looking at exiting this. He has done very well with it, and has traded in and out of it a couple of times over the last couple of years. His concern is that the stock price has started to flatten out back into the November-December phase. It got to the $32-$33 level and really hasn’t broken above that. In March it got back to the $32 and then started to break down again. If there is a bit of a breakdown in the market, this is a bit of a barometer and the stock is going to break down too. Dividend of around 3%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
PAST TOP PICK GM-N General Motors Corporation Market Call Tonight (BNN TV) 2016-05-19 $30.320

(A Top Pick May 21/15. Down 10.89%.) Got stopped out last August around this price level. Very cheap at 5X forward earnings with a 9% growth rate and a dividend at 5%. However, it has not done very well. Expects the market is concerned about the auto market maturing. Also there is very anaemic looking growth globally.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
TOP PICK GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2016-05-19 $715.310

Largest Internet Company globally, specializing in search and advertising. They control 74% of the US Internet search engine market, and nearly 60% of the global search ad revenue. With the YouTube volume growth, increasing mobile ad sales and more cost controls, that should continue to drive the bottom and top lines. Trading pretty cheap at 20X forward earnings. 15% long-term growth rate, gives it a 1.3X PEG, which is pretty good for a large cap technology brand. Added to his position last month in the $705 area. Thinks it can get back up to the $800 level quite easily.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT GPRO-Q GoPro Inc Market Call Tonight (BNN TV) 2016-05-19 $8.850

This stock has been tough. Down 83% in the last 12 months, and hit a brand-new all-time low today at $8.62. From his perspective there is no earnings. It is difficult for him to understand the product. Feels it is a bit of a niche product.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
DON'T BUY GPS-N Gap Market Call (BNN TV) 2016-05-19 $17.280

It is down 50%.  Getting involved in fashion retailing is hard. Retail is brutal. Same store sales are declining in all brands.  It is such a risky place to be. 

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
BUY HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2016-05-19 $31.350

They cleaned up their problem areas.  They are an excellent global bank and he is looking at it.  They have great franchises in Asia.  They are well diversified. 

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
BUY ING-N ING Groep NV Market Call (BNN TV) 2016-05-19 $11.600

One of the few EU banks in good shape.  There will be dividend increases over the next 12 months.  This is about as clean as they come.  A hefty yield.  The just started paying it earlier this year.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
HOLD JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2016-05-19 $112.850

He likes the chart on this. Ever since the January lows, it has finally broken out and has started moving higher. Trading above the 50 and 200 day moving averages, so from a technical perspective, there are no complaints. On valuations it is trading at 17X earnings with a 6% or 7% growth rate, which makes it a little expensive. Nice dividend at 2.8%, and they are probably going to grow that over time. Likes their diversification within the drug space, medical device space and the consumer product space. One name that might be a little cheaper and that he likes a little more, would be AbbVie (ABBV-N). However, if you own this, there is no reason to Sell until it breaks down a bit.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
PAST TOP PICK LUV-N Southwest Airlines Market Call Tonight (BNN TV) 2016-05-19 $42.170

(A Top Pick May 21/15. Up 14.1%.) One of his favourite airlines. If the US$ starts to appreciate, this is a name that is going to start becoming important again. You want a name that is mostly domestic or US$ centric in terms of revenues. This has the best balance sheet out there. Very low debt to capital ratio.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
DON'T BUY MET-N Metlife Market Call Tonight (BNN TV) 2016-05-19 $44.310

Used to own this. As an insurer, it will do a bit better with rising interest rates, but on a technical basis, it is below the 200 day moving average, and that continues to fall. Be careful of this one. Pretty cheap at 8X forward earnings probably a 9%-10% growth rate, but until it changes in terms of its technicals, he is not going to own it. Nice dividend of 3.6%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
DON'T BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2016-05-19 $18.400

This is going to be really dependent on where interest rates are moving. If they start moving higher, this stock should start moving higher. He prefers Sun Life (SLF-T) which has performed better and has a bit more diversification. However, this one is fine longer-term. Given that the 200 day moving average is falling, it is not a name he would own.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
DON'T BUY MFI-T Maple Leaf Foods Market Call (BNN TV) 2016-05-19 $29.880

They just restructured and realized the value of Canada Bread.  He is curious to see what the next steps are.  It looks like a fully valued stock at this point. 

Lorne Steinberg Deep Value Global Equities BEARISH No View
TOP PICK MRU-T Metro Inc (A) Market Call Tonight (BNN TV) 2016-05-19 $42.990

A very classical, traditional, consumers staple stock that provides investors with a very stable and predictable growth and earnings with a modest but growing dividend. They have $12 billion in sales and a network of 600 stores in Québec and Ontario. Trading at 17X earnings and a 10% growth rate and a dividend yield of 1.3%. The dividend has grown at 16% per year over the last 5 years. A very steady type of name, especially for this environment where things seem to be expensive.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2016-05-19 $21.790

They just cut the dividend by about a third and he thinks it is sustainable now.  His people keep saying he missed it and then it comes back.  He has shied away.  It is a great company but he can’t do it at the present time.

Lorne Steinberg Deep Value Global Equities BEARISH No View
DON'T BUY POW-T Power Corp Market Call (BNN TV) 2016-05-19 $28.890

He is not crazy about mutual fund companies in Canada because of increasing fee disclosure requirements coming. 

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
TOP PICK RDS.B-N Royal Dutch Shell PLC (B) Market Call (BNN TV) 2016-05-19 $49.820

One of the best managed energy companies in the world.  Very little debt.  They took advantage of energy prices to integrate an acquisition with a high yield.  There is not a lot of downside for the high dividend yield. 

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
DON'T BUY RET.A-T Reitmans (Canada) Ltd. (A) Market Call (BNN TV) 2016-05-19 $4.280

They are sound financially and always have been. They are hurting from foreign competition.  Same store sales are down and they are trying to manage the decline.  He would not step in here.  Even a good management team is struggling.

Lorne Steinberg Deep Value Global Equities BEARISH No View
COMMENT RTN-N Raytheon Market Call Tonight (BNN TV) 2016-05-19 $129.230

This has been a great stock and has done very well. Trading at about 18X earnings. Starting to get a little bit rich. He prefers General Dynamics (GD-N) which has stronger valuations.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY RY-T Royal Bank Market Call (BNN TV) 2016-05-19 $77.570

Wealth management is the largest driver.  They live and die with the Canadian economy.  There will be on going dividend increases.  They have some downside here and at that point you have the opportunity to step in.

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-05-19 $54.550

A premier name and doing very well. Getting into baked goods and the juice area. They are expanding their offerings and doing very well with mobile. Customer loyalty program remains pretty strong. There is international expansion going into China, etc. However the chart is starting to roll down a little and its momentum is starting to slow down. He is keep an eye on that. Trading at 26X forward earnings, which represents a growth company. (Early on this year value companies are starting to outperform growth stocks.)

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
DON'T BUY SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2016-05-19 $24.460

Flat revenues.  They made a sale to Chorus and raised some cash. It is almost a no growth business.  The wireless business will prove tough for them.

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
COMMENT T-T Telus Corp Market Call (BNN TV) 2016-05-19 $40.420

He is less concerned with conditions out west and more with cyclical conditions.  People are unhooking from cable.  They have good cash flow, buying back shares and raising dividends.  There is no growth here, however.

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
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