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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
  
SELL PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2015-01-23 $1.900

Because of debt, he would not be holding this. The biggest risks are crude oil and natural gas prices and a drilling success. He prefers the companies with the least amount of debt and with a low cost of production.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
TOP PICK RSS-CN RESASS Services Market Call Tonight (BNN TV) 2015-01-23 $3.430

This is going to be the high-tech story in Canada. They developed a platform for real estate agents and have over 300,000 users now. The only problem with it was that it was not trading in the US, but it has now started trading there. Now a global operation. It’s illiquid.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
HOLD S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2015-01-23 $2.150

His company has it with a sector outperform, but with a high level of risk. Target of $4 in 12 months. He hasn’t had any base metals for a while. Nickel prices are going to be in check because of the rise of the US$.

$4 in 12 months Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
PAST TOP PICK SSO-T Silver Standard Resources Inc. Market Call Tonight (BNN TV) 2015-01-23 $7.970

(A Top Pick Jan 24/14. Down 11.04%.) He really likes this story. 80% of silver production comes from a by-product from copper mines and from mines that are really shutting down. Pure silver plays are rare. Located in Argentina which is probably why the price has been hurt a little more, but it hasn’t hurt them in continuing to get money for further development in their Mexican and Peruvian mines.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT TA-T Transalta Corp Market Call Tonight (BNN TV) 2015-01-23 $11.020

His company has this, is a Sector Outperform with medium risk and a $14 target. The issue is that they own the Transalta renewables, and there is a little bit of unknown as to how the transition between the 2 companies, as it passed through some of the earnings. He feels good with the dividend and holds it for the yield. Would be looking to add at some point.

$14 Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT VSN-T Veresen Inc Market Call Tonight (BNN TV) 2015-01-23 $17.100

Veresen (VSN-T) or Keyera (KEY-T)? He likes this one because it has a higher dividend yield while Keyera has a lower dividend, but better execution.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Unknown View
PAST TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-01-23 $11.400

(A Top Pick Jan 24/14. Up 0.55%.) Has cut back on this one, but still holds some. He is waiting to add to this one later. Yield of 6.6%.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
SELL YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2015-01-23 $5.100

Every time he looks at this one, he ends up with Agnico Eagle (AEM-T), so if you are looking to add to your holdings, he would add it to Agnico before he would look at this.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-22 $0.020

Markets.  Markets are always fooling us.  This one is different in that we have the background of the significant fall in oil prices and with virtually no inflation.  There are a whole lot of different problems going on out there.  The world has changed in the last few years.  He is keeping his powder dry right now.  Europe is finally doing their QE and that should be positive.  He is looking at companies that trade into Europe.  Exports should be cheaper after the point and half drop in the Euro.  He thinks we have seen the bottom in oil.  The oil supply side is adjusting in Canada.  He thinks there will be an upper kick in terms of demand in the future.  At the moment you can buy oil and store it for 6 months and make money.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-22 $0.020

Economy. The European Central Bank finally pulled the trigger on quantitative easing. If they had not done this, it would have affected the markets quite negatively. The markets went up on the news and was a little more than what he had expected. This will help the ECB from slipping back into a recession later this year. If they hadn’t done anything that could have caused a ripple effect, it could have landed on this side of the ocean.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-22 $0.020

Markets. We have gone from a complacent and dormant situation with volatility, back to a more normalized type of market. Last year the VIX Index was about a 14 on average. The 10 year average is closer to 20, and we have seen that level a couple of times already this year, and it has moved beyond that. Thinks volatility will definitely normalize. It will be a little greater this year as we deal with higher interest rates potentially down the road with the feds and with geopolitical pressures, as well as what is going to happen overseas with Europe and China.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-22 $0.020

Energy. His energy exposure today is about 3%-4%, the same as it was 6 months ago. He would look to take advantage of the lower prices at some point. Doesn’t see any major catalyst for energy prices or energy costs to rebound in the very near term, but feels that in the back half of the year, as supply conditions tighten a little bit, that is where you might see a catalyst for oil and oil stocks to start rebounding a little. Energy is the wildcard for Canada in the back half of the year.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
HOLD AGU-T Agrium Market Call (BNN TV) 2015-01-22 $132.860

Has been moving quite smartly recently.  The bump up is that they are buying shares and raised their objective in terms of distributions to shareholders.  The stock is moving on positive news.  He is concerned about the market for fertilizer, which depends on natural gas.  Nat Gas prices have gone down unexpectedly so this means lower production costs.  So as a result he has been quite bullish on the stock.  You might want to let it come back and test recent lows.  Maybe they would split and that would be positive as well.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2015-01-22 $42.320

He feels the dividend is quite safe.  It is more of a utility.  It is focused pretty well just in Alberta and if you think they are going into a period of lower growth than it may not be positive.  ALA-T is a well run company. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2015-01-22 $13.060

They still have negative earnings, so it can’t be in his portfolio with negative earnings. He doesn’t see this turning in their favour. This is not a stock that he would own at this point.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-01-22 $58.650

This has done extremely well. You are getting a great dividend at 4.2%, which is expected to grow probably by 5% a year. Valuations are somewhat stretched in the telco space in general. However, in Canada we are looking at yields that are falling in terms of government yields and interest rates, which only makes names like this much more attractive.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK BLK-N Blackrock Inc. Market Call Tonight (BNN TV) 2015-01-22 $360.790

Money manager, managing $4.6 trillion, $1 million which is in ETF’s. Holds a very enviable position in that fast-growing passive investing space, through the iShares franchise. Also, very strong in the fixed income business, which will attract assets given the aging demographics. 17X forward PE. Long-term growth is probably 10%-12%. Yield of 2.42% with probably a 10% growth rate.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT CEW-T iShares Equal Weight Bank & Lifeco ETF Market Call Tonight (BNN TV) 2015-01-22 $9.770

Thinks Canada may get on the path of lowering short-term interest rates and you’ll see the long-term rates come down based on the sluggish expectations of the Canadian economy. This ETF is basically a basket of Canadian banks and insurance companies. You are paying about 60 basis points for this one. It gives you a pretty broad base. Long-term he thinks you will do well.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
DON'T BUY CF-T Canaccord Financial Inc Market Call (BNN TV) 2015-01-22 $6.320

Largest free broker left in Canada.  Times are not good for independent brokers because of problems in the oil sector where it is hard to do new issues.  The yield is okay.  You are better in a bank or insurance company, however.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK CGX-T Cineplex Inc Market Call (BNN TV) 2015-01-22 $44.930

(Top Pick Jan 22/14, Up 10.53%) It is reasonably priced right now. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2015-01-22 $93.000

They have all been hit.  Perhaps it was margin calls.  He has solid positions in the bank stocks.  They are all in reasonable buying ranges.  They aren’t focused particularly in Alberta.  Don’t worry about it.  Dividends are safe.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2015-01-22 $7.710

He is not a fan.  He used to hold it, but they seemed to be into a type of operation that is going out of style.  He prefers pumping steam down to get your heavy oil up.  His capital requirements raises questions about ongoing cash flow and maintaining a reasonable dividend.  The oil sands in general are a little on the edge in terms of cost containment.  He steers away from totally oil sands focused opportunities.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC No View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-01-22 $29.100

Company has dug in its heels and said it will maintain its dividend.  A fair amount of this and next year’s production is pre-sold.  If pricing stays where it is for another 3 to 4 months he might start to worry about the dividend.  He is not selling, but watching it closely.  It is one of the best managed oil companies.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-01-22 $29.100

A higher-quality name. Have announced they are not going to decrease their dividend for the time being. Right now you are getting about a 9.5% dividend.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2015-01-22 $24.460

Some of the higher-quality and more liquid names in the energy space, such as this, one make sense. He is not sure where the immediate catalyst for this stock and energy are in the near term, but as supply conditions tighten a bit energy prices will start to move.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
COMMENT CVS-N CVS Health Market Call Tonight (BNN TV) 2015-01-22 $100.280

100% of revenues come from the domestic US market. This gives a decent dividend of 1.4%. The stock just keeps moving up. Excellent execution on the part of management. Pretty decently valued at 19X earnings for a 14% growth. One of the cheaper names in the consumer staples space. He likes this name.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
HOLD DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-01-22 $95.150

Near all-time highs, but technically it is not overbought. This is a name you want to continue to hold. He can’t think of another media name that has this excellent multi-platform strategy. Valuations are pretty fair for the premier type of name you are getting. There are some catalysts with Star Wars coming out later this year.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT DLTR-Q Dollar Tree Market Call Tonight (BNN TV) 2015-01-22 $70.250

Shareholders have agreed to a takeover by Family Dollar Stores (FDO-N). This makes the company more attractive as it has the synergies happening and a bigger footprint The average American has $900-$1000 more of disposable income. These types of stores will be beneficiaries of lower energy prices.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
BUY ENB-T Enbridge Market Call (BNN TV) 2015-01-22 $61.400

He has significant holdings in the pipeline sector.  Sees continuing growth there.  There is enough demand for transportation.  It is not going to be affected by oil prices intermediate term.  One of the better managed pipelines.  The dividend looks safe and he expects increases in the future. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
HOLD FDX-N FedEx Market Call Tonight (BNN TV) 2015-01-22 $181.400

A fine name to own. In the packaging/shipping space and will do well. Gasoline prices are dropping in the US. You are paying 18X earnings for stock that will probably grow EPS at 15%. The only concern he has is that 28% of its revenues still comes from overseas. With the US$ going up, that is a bit of a headwind.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
HOLD FRU-T Freehold Royalties Market Call (BNN TV) 2015-01-22 $16.930

The dividend was cut recently.  He likes the stock.  It has long term value and is a long term hold.  As soon as we see improvement in the price of oil the dividend should be re-instated. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
HOLD G-T Goldcorp Inc Market Call (BNN TV) 2015-01-22 $30.030

One of the best run gold companies in Canada.  He is holding it in accounts where he does not want to trigger capital gains.  He is very neutral on gold itself until we see signs of inflation.  Gold has shown some signs of life partly because of people in weak currencies who want to park their money in gold.  If you do want a gold holding this one is okay.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK GE-N General Electric Market Call Tonight (BNN TV) 2015-01-22 $24.280

(A Top Pick Feb 13/14. Down 1.28%.) His Canadian clients are still up 13% because of the currency. Thinks this company will continue to do well with a couple of longer-term trends. The general market improvement will help them along with global demand for longer-term infrastructure types of businesses. They are simplifying their businesses and getting out of some that they shouldn’t be in. Sticking to more of their core industrial operations. Dividend of 3.75% will be increased.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
WEAK BUY GIB.A-T CGI Group (A) Market Call (BNN TV) 2015-01-22 $48.000

This one has done quite well.  It is a competitive player in their sector.  They are a little faster on their feet.  They are almost an economy stock.  They are a little riskier than other financials so they should not take up a major position.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2015-01-22 $105.140

(A Top Pick Feb 13/14. Up 27.33%.) Had a little bit of volatility in the last few months, but still likes the stock quite a bit. You are paying 11X earnings for stock that is probably going to grow at 25% earnings per share growth. PEG ratio is below 5, which is pretty rare in the S&P 500.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
HOLD GOOGL-Q Google Market Call Tonight (BNN TV) 2015-01-22 $537.300

Stock is starting to respond a lot in the last little while. With this one you are paying 20X earnings with a 20% growth rate. This is a massive company and they are monetizing. Making money in the U2 space and are making many acquisitions that will benefit their bottom line. Longer-term, this is one of the better tech names to own.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK IGM-T IGM Financial Inc. Market Call (BNN TV) 2015-01-22 $44.820

(Top Pick Jan 22/14, Up 12.14%) Benefited from currency fluctuations.  The technology sector runs a bit with the economy.  You need to get your US content up and this is a safe way to do it.  Good expense ratio.  A good solid way to participate in the US tech sector.  Broad diversification.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK M-N Macys Inc. (formerly Federated Department Stores) Market Call Tonight (BNN TV) 2015-01-22 $65.500

Have both Macy’s and Bloomingdale brands. Extremely well-managed. They are executing very well within store, e-commerce and their marketing initiatives. Revenues are 100% from the domestic US market. The improving US labour market and lower energy costs means more money for consumers to spend. 13X forward earnings with 10% long-term EPS growth.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
WEAK BUY MFC-T Manulife Financial Market Call (BNN TV) 2015-01-22 $20.590

He likes SLF-T better.  The decline in interest rates really isn’t a problem.  It is good for the Canadian economy, however.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-01-22 $20.590

Both this and Sun Life (SLF-T) are quite interchangeable. With Sun Life you are getting a little bit higher dividend. Longer-term both insurers will do quite well as will Great West Life (GWO-T). They tend to do well with rising interest rates and rising equity markets.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-01-22 $118.820

Cars in the US are getting older. With an improving economy and the job market getting better in the US, this is good for auto parts manufacturers. Valuation of 10X forward earnings looks pretty attractive. You are probably getting 15% long-term growth.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
COMMENT MSFT-Q Microsoft Market Call Tonight (BNN TV) 2015-01-22 $47.130

Chart has a series of higher highs and higher lows and is tracking very well above the 200 day moving averages. Dividend of 2.6% is safe, and he sees it growing by 10% per year over the next several years. The new Windows coming out could be a catalyst for the stock. Valuations are getting a bit high because of the PE levels.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
HOLD PGF-T Pengrowth Energy Market Call (BNN TV) 2015-01-22 $3.280

This one is a hold.  The cut in the dividend was a wise move.  They are moving from a broad based oil company into the oil sands.  They have good properties.  It has a reasonable long term prospect.  It is not going to be a super grower, however.  Their production looks like it will be stable for the next year.  He would not be buying right here.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
HOLD POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-01-22 $44.970

Not a fan.  It is a one product company.  The market for potash is firming up.  He would certainly hold it.  It has broken out, so wait until it pauses.  Energy investors are looking for somewhere else to invest and often end up here. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
SELL PRE-T Pacific Rubiales Energy Corp. Market Call (BNN TV) 2015-01-22 $3.750

He got out about 6 months ago.  Management kept missing their objectives.  There were questions about leases reverting back to the Columbian government.  He feels the risks are still there.  Take your losses and move on.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC No View
COMMENT QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2015-01-22 $71.905

There are 2 issues on this. The antitrust problem in China and the Samsung decision to not use their chipsets in their next line of smart phones. Feels these 2 things will put a little bit of a cloud over the stock and keep it from moving up materially in the near term. Longer-term valuations are pretty attractive. The PE is near 10 year lows and the PEG ratio is at 1.0.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT RY-T Royal Bank Market Call Tonight (BNN TV) 2015-01-22 $74.710

Just acquired City National out of California for $5.4 billion. Seemed a little expensive to him, but in wealth management you are paying a premium price. He likes this name long-term. Great franchise and you are getting a 4% dividend with a 6%-7% dividend growth over the next little while. Canadian banks are fairly valued at this point. A lot of the questions surrounding banks over the next little while will be, how far do energy prices fall and how does that affect the housing market.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
HOLD S-T Sherritt International Corp. Market Call (BNN TV) 2015-01-22 $2.200

The world demand for nickel of this type has gotten really subdued.  The key is how good their margins are going to be in Madagascar.  He considers it interesting, but is not comfortable with the risk.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK SBUX-Q Starbucks Market Call Tonight (BNN TV) 2015-01-22 $82.740

(A Top Pick Feb 13/14. Up 12.03%.) Expanding into the food space and into more of the breakfast areas as well as beverage areas. More importantly you have a rebounding US economy with consumers feeling a little bit more confident and a labour market that is getting better.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2015-01-22 $36.900

He is not a big shareholder.  Their backlog is significant so he would not worry about the recent cancelation of a contract.  These guys have a good product and deliver on time. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2015-01-22 $29.800

We are seeing a pullback in the housing sector which indicates less new telephones being installed.  Feels there is an increased risk in this one.  He has T-T as his main choice in this area.  He would be cautious about SJR.B-T.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2015-01-22 $37.050

If you are a longer term investor it is a buy.  They are integrated so not 100% into the production aspect of the sector.  You are looking at a difficult 6 or 7 months, maybe less and that is a relatively short time to suffer.  A very solid company with good assets and good management.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2015-01-22 $51.840

(Top Pick Jan 22/14, Up 7.99%) Likes their exposure, and likes it better than RY-T’s.  TD-T is expanding like crazy in Florida.  Maybe they will acquire a regional bank down there, although the Canadian dollar would be a deterrent.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK UNP-N Union Pacific Corp Market Call Tonight (BNN TV) 2015-01-22 $119.830

The largest rail transportation company in the US. They cover 22 states (2/3rds of the country) covering the west coast. Everything from coal, grain, food, auto parts, etc. You are seeing accelerating growth for the US economy. 1.67% dividend yield.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT USMV-N iShares MSCI USA Minimum Volatility Index Market Call Tonight (BNN TV) 2015-01-22 $41.650

US low volatility ETF? He likes the iShares MSCI USA Minimum Volatility (USMN-N). Low volatility has outperformed recently, but only because volatility has gone up. If we have an economy that accelerates in the US, you may want to own a more growthier name, which may not be low volatility.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2015-01-22 $257.600

Versus MasterCard (MA-N), this one is a little more North American centric. Because of the tailwind of the higher US$, this has done a little better. Long-term, with Apple pay and the continued growth of mobile payments, these are positive for both companies. Valuations are getting a little bit stretched in the space.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
TOP PICK VIG-N Vangrd Dividend Appr. E.T.F. Market Call (BNN TV) 2015-01-22 $81.450

Thinks the Canadian dollar will continue to be weak.  You should have some US participation in your portfolio.  It has all the big names in it.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2015-01-22 $197.400

Has done extremely well. Being one of the very few healthcare names, a lot of money is being driven into it. You are getting pretty decent value given the fact that the PE is about 16X on a forward basis, and you are getting about 15% long-term growth.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
HOLD XHY-T iShares US High Yield Bond Index ETF Market Call Tonight (BNN TV) 2015-01-22 $20.930

High yield bonds would clearly have been a stronger performer given the currency move in US dollars. They have fallen off a little, and money has gone into the safer space of treasuries, etc. When there are fears about the economy and corporations, then there are worries about credit qualities, which is why high yield Bonds have fallen off. Thinks credit spreads have widened to the point that they look attractive once again. However, keep an eye on your holdings. If the economy doesn’t come along as well as we expect, then you don’t want to be in this area.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
DON'T BUY ZEB-T BMO Equal Weight Bank ETF Market Call Tonight (BNN TV) 2015-01-22 $22.040

This is a basket of the big 5 banks in Canada. The only thing about owning an ETF this simple is that you are paying 62 basis points MER. He would rather purchase 2 or 3 Canadian banks separately. Likes the sector long-term.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
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