stockchase picture

Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

Print Export
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 IFC-T Intact Financial Market Call Tonight (BNN TV) 2015-06-26 $87.850

He is not a fan of the casualty side of the insurance business.  He prefers PWF-T and SLF-T.  IFC-T has done well, but he considers this area to be subject to whatever happens.  If you believe in climate change then the future is a little uncertain.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC No View
TOP PICK IGM-N iShares N.A. Technology ETF Market Call Tonight (BNN TV) 2015-06-26 $105.720

You get US exposure and are able to participate in the Technology area.  It is relatively safe and you get a kicker out of the US dollar which he thinks will be strong for the next 6 to 9 months.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
BUY KAM-X Kaminak Gold Corp. Market Call (BNN TV) 2015-06-26 $0.800

One of the few good projects out there, that offers a relatively low CapX to build. A high grade oxide deposit, which is a heap leach process that he had real concerns with initially that far north. He went through this with their technical expert in a lot of detail, and it will leach. Infrastructure is a bit of an issue, but he thinks it can be dealt with. A good project and something you can accumulate at this price.

Brent Cook JUNIOR EXPLORATION BEARISH Yes View
BUY KEY-T Keyera Corp Market Call Tonight (BNN TV) 2015-06-26 $42.570

He is positive on it.  Management has done an exceptional job.  This is a processing company and has always been a step ahead of everyone else.  They take advantage of circumstances as they arise.  A good long term hold.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT LSG-T Lake Shore Gold Market Call (BNN TV) 2015-06-26 $1.310

Just announced a 2nd discovery from their 144 zone. They have certainly done well and he doesn’t see a lot of downside. Doesn’t see anything wrong with this company at all.

Brent Cook JUNIOR EXPLORATION BEARISH No View
COMMENT MAD-X Miranda Gold Market Call (BNN TV) 2015-06-26 $0.090

They were active in Nevada for quite a long time with a number of joint ventures, and finally basically pulled out. Their partner is developing a small gold mine in Alaska, which they will receive some revenue from once it gets up and going. They have focused on Colombia and are finding a couple of zones that look pretty interesting early on. The advantage with these guys is that they are spending other people’s money exploring. This is probably a good time to be in Colombia because everything has gotten cheaper and everybody has just about left, yet it is still one of the better prospective gold provinces globally.

Brent Cook JUNIOR EXPLORATION BEARISH Unknown View
HOLD MAG-T Mag Silver Corp Market Call (BNN TV) 2015-06-26 $10.150

They have 42% of the Juanicipio deposit in Mexico. Probably the best, highest grade silver deposit out there held by a junior. Have recently been finding additional mineralization at depth at a lower level, which is not uncommon in Mexico. Looks pretty positive.

Brent Cook JUNIOR EXPLORATION BEARISH No View
COMMENT MAX-T Midas Gold Market Call (BNN TV) 2015-06-26 $0.370

Probably some of the best undeveloped deposits in the US. Nice grade, big, multimillion ounce with a bit of antimony kicker. If you are looking for something with leverage to the gold price, this is probably it. The drawback is that it is a big CapX of probably $700 million plus to build, and is a long permitting process.

Brent Cook JUNIOR EXPLORATION BEARISH Unknown View
HOLD MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2015-06-26 $28.050

The dividend cut was a sensible thing.  He bought some shares when it bottomed this spring.  It is more of a hold here.  It reacts to short swings.  Tuck it away.  It is at the upper end of its price range.  Buy it under $26. 

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK MRZ-X Mirasol Resources Market Call (BNN TV) 2015-06-26 $0.900

(A Top Pick March 4/14. Down 45.96%.) Very cheap. Have a market cap of $38 million and $21 million in cash. Have a very strong joint venture with Yamana Gold (YRI-T) on a project in Chile. Management is one of the best explorationists out there.

Brent Cook JUNIOR EXPLORATION BEARISH Yes View
COMMENT NVO-X Novo Resources Corp Market Call (BNN TV) 2015-06-26 $0.600

They are on to a Witwatersrand basin deposit in West Australia. There is a mineable portion sitting at surface that they are trying to get going, and he has no doubt that there are millions of ounces there. What portion of that is economic, he doesn’t know. Have done a fantastic job, and the stock has come off quite a bit.

Brent Cook JUNIOR EXPLORATION BEARISH Yes View
COMMENT NXE-X NexGen Energy Market Call (BNN TV) 2015-06-26 $0.860

Have made a fantastic discovery, but is deep and probably not open pittable, so involves a lot more technical studies and a lot more expense. He likes to own projects that he thinks someone would buy. They have been putting on some fantastic holes, but they have long intersections.

Brent Cook JUNIOR EXPLORATION BEARISH No View
SELL PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2015-06-26 $3.050

It is long gone.  They are in the process of moving from an income trust to the oil sands side and doing it very successfully.  However, he is negative on anything to do with the oil sands.  The future is not particularly bright for them.  Move your money to CPG-T.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC No View
TOP PICK PLG-T Pilot Gold Market Call (BNN TV) 2015-06-26 $0.620

Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over the summer. Turkey is not bad at all, it is a democratic system. Their mining code is working. He thinks they have permitted 10 mines in 10 years. This company is technically very, very competent. Sitting on $15 million. They have one discovery that they made, which they have 40% of. The TV Tower project is multiple centres of mineralization, copper, copper/gold, silver. They are just now getting the opportunity of drilling it like they should, so he likes the potential there.

Brent Cook JUNIOR EXPLORATION BEARISH Yes View
DON'T BUY PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-06-26 $41.290

A well managed company.  On a longer term basis there is some concern that relates to the oil sands, which he is negative on as an economic driver.  It pays a good dividend and has projects still under way.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK RMC-X Reservoir Minerals Market Call (BNN TV) 2015-06-26 $4.360

A great group. Have about $30 million in cash, that will last them 5 years at the rate they spend it. Have a joint venture with Freeport and made a discovery of a high grade, high sulfidation copper/gold system, and basically have 65 million tons of 2.1% copper and 1.2 g of gold. Very rich and very economic. Freeport is looking for that plus the portion that comes down below it, which should be. They’ve done a lot of to deep drilling and there are 4 rigs on site right now.

Brent Cook JUNIOR EXPLORATION BEARISH Yes View
PAST TOP PICK ROG-X Roxgold Inc Market Call (BNN TV) 2015-06-26 $0.710

(A Top Pick March 4/14. Up 15.87%.) Sold his holdings in Oct/14 when there were political problems in Burkina Faso. Good high grade deposit that they are moving ahead with and it is fully funded. Good project. If you own, continue to Hold.

Brent Cook JUNIOR EXPLORATION BEARISH No View
BUY on WEAKNESS SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2015-06-26 $43.270

He stepped in when it dipped under $40.  He likes it and it has great potential.  They have existing investment assets that have great profit potential, like the 407.  The scandals are more or less behind them.  They have cleaned house quite effectively.  The world really needs the kind of projects they are capable of doing.  He would add under $40.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK SYD-X Synodon Market Call (BNN TV) 2015-06-26 $0.070

(A Top Pick March 4/14. Down 74%.) A fantastic, unique proprietary technology, where they can detect gas leaks from helicopters. Have been contracting a lot of pipeline companies and gas companies. They couldn’t generate enough free cash flow to keep going and need to raise money to build another one of their machines. This is why he sold his holdings. Long-term he thinks it is a pretty good company with fantastic upside.

Brent Cook JUNIOR EXPLORATION BEARISH No View
BUY T-T Telus Corp Market Call Tonight (BNN TV) 2015-06-26 $43.050

He owns three of the Telcos.  T-T has good management and can compete well with BCE-T.  It has been under pressure because of their Western Canadian exposure.  Still they are okay.  They are a good growth company.  It is a good long term hold.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-06-26 $54.340

He was a little disappointed in their last earnings.  It was because of closing some branches in the US.  He expects better results out of the US.  He thinks they are second only to RY-T over the last year.  The shorts are going to get it wrong again. 

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
COMMENT TV-T Trevali Mining Corp Market Call (BNN TV) 2015-06-26 $0.920

This is a real problem with mining companies that go into production. If we could plot this company’s market cap, you could see it going up, but the share price has not done very well. What this means is that they keep issuing and issuing shares to build. They get production, but the problem is that as shareholders, we get no benefit.

Brent Cook JUNIOR EXPLORATION BEARISH Unknown View
TOP PICK ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call Tonight (BNN TV) 2015-06-26 $26.850

If you don’t know what the market is going to do this has the upside, but gives you some protection.  It is an anchor in your portfolio.  Approximately a 2% yield.  Over three years it outperformed the TSX because of a lack of energy exposure.

David Cockfield CANADIAN & ETF's CAUTIOUSLY OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-06-25 $0.020

Markets.  The economy is continuing to recover, unemployment is continuing to go down and house prices are continuing to go up.  There are huge savings for the US consumer because of gasoline prices.  We are just waiting for Greece to get out of the way.  Stocks in Europe are relatively cheap.  QE in Europe is good.  The stock outlook is good, even if the economic outlook is tepid.  China slowed down a lot faster than people expected.  You have excess capacity and prices dropped to clear out inventory and that impacted margins.  He doesn’t like Japan because of corporate governance problems.  They all claim they are going to increase dividends and buy back stocks.  You haven’t heard that in 20 years and this is significant.  He is bottom up and only 10% macro.  He has a good US weighting and is overweight in Europe.  He has a low weighting in Asia.  He is a marginal buyer in Japan. 

Craig Millar GLOBAL BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-06-25 $0.020

Markets. For the last several months North American equity markets have been trading in a very narrow trading range. There is anxiety among investors regarding equity valuations. The S&P is trading at around 17-18 times PE earnings and the same with the TSX. There are geopolitical pressures that stem from Greece which is at the forefront right now. US$ headwinds are talked about all the time. There is an eventual pending liftoff of US interest rates, and investors are worried about the trajectory of interest rates. Expect this sideways pattern will continue, especially given the fact that we will traditionally have some seasonal summer weakness in the months ahead. We need to see the earnings backdrop improve before we see a more meaningful advance for the markets. Expects some market swings that will be driven once again by global central bank inactions. Volatility is the key. We’ll probably see plenty of market movement, but probably not a lot of direction or conviction. Equities still look better than bonds, certainly with interest rates moving up, and they still look better than cash.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2015-06-25 $127.500

The valuation on this is still very, very solid. Trading on a 13 X forward PE multiple with a 15% long-term growth rate. That puts it at a PEG ratio of 1.0%. Balance sheet is unbeatable with $94 billion in cash. That allowed them to do a $140 billion share buyback. Yield of 1.63%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
SELL ALU-N Alcatel-Lucent Market Call (BNN TV) 2015-06-25 $3.820

Came together in the mid-2000s.  It will give NOK-N a third of the market.  You want to own NOK-N going forward to realize all these synergies.  He would sell the others.  He would sell this one in case the deal does not go through.  Sell this and buy NOK-N because it will do better regardless of how the deal goes because the market really does not like the deal.

Craig Millar GLOBAL BULLISH Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2015-06-25 $17.370

He likes the US financials, especially when compared to the Canadian ones. This is trading at a 0.8 price to BV and 13X forward earnings. Has a 9% growth rate.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
DON'T BUY BHP-N BHP Billiton Ltd. Market Call (BNN TV) 2015-06-25 $43.340

One of the world’s largest commodity related companies.  The commodity markets are suffering from excess capacity.  He does not know what is going to be able to move the needle.  When China is growing above 10% the growth in metals is much higher than 10%, but when it slows then metals are less than 1% growth.  He would be cautious in this sector today.

Craig Millar GLOBAL BULLISH No View
BUY BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2015-06-25 $139.450

Effectively a levered bet on the US economy.  They can borrow money cheaper than everyone else.  You might as well lever an investment with them.  They are so big it is hard for them to move the needle.  The two portfolio managers they hired did not distinguish themselves in 2008 and if that is who he chose when he can choose anyone, that tells us something.  The two managers have done extremely well.  It is fine from a succession point of view.

Craig Millar GLOBAL BULLISH Unknown View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2015-06-25 $137.450

The share price has been suffering. However, long term he expects they will continue to capture market share, especially with the economy improving. The issue is that the stock is trading at 26X forward PE, with an expected 10% long-term growth rate. This puts it at 2.6X Peg Ratio, which is rather high. There are some foreign exchange headwinds, as 30% of its revenues come from international markets. He would prefer the dollar stores at this time.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2015-06-25 $11.480

Has been moved out of the REIT Index, which is part of the reason for its drop. Dividend of about 4.8%, which should grow about 5.4%. The demographics certainly make sense. He is relatively neutral on REITs, given that rising interest rates are not great for real estate trusts.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
TOP PICK CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2015-06-25 $105.010

The price has done very well, but the valuations are still very reasonable for a name like this. The Affordable Care Act is something that will benefit companies like this for a very, very long time. You can expect to see an increase in generic drug sales and specialty drugs as well. The recent acquisition of Omnicare (OCR-N) is very solid. They bought Target’s (TGT-N) 1,600 pharmacies, which will give them more exposure and scale with the ability of more purchasing power. 20X forward PE with a 14% long-term growth and 1.4 PEG ratio. Dividend yield of 1.33%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-06-25 $114.450

The most dominant media entertainment name out there with its multiplatform of theme parks, consumer products, films and television. Have done brilliant acquisitions, which are going to spell benefits for a very, very long time to come. Just announced they are going to pay a dividend twice a year instead of just once. Dividend yield of 1.15%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK EAT-N Brinker International Market Call (BNN TV) 2015-06-25 $58.610

1500 restaurants, Chili’s for example.  There is pent up demand because good traffic has not caught up to 2007.  You get a 2% dividend and 5-7% of stock bought back each year.

Craig Millar GLOBAL BULLISH Yes View
PAST TOP PICK EFA-N iShares MSCI EAFE E.T.F. Market Call Tonight (BNN TV) 2015-06-25 $65.770

(A Top Pick June 24/14. Down 1.05%.) The actual investment itself was up 14.5%, but because of the rising US$, it has taken away from the returns, so he moved into Wisdomtree International Hedged Equity Fund (HEDJ-N) giving exposure to Europe.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
PAST TOP PICK FRC-N First Republic Bank Market Call (BNN TV) 2015-06-25 $63.710

(Top Pick Jun 3/14, Up 24.02%) A fabulous bank.  A bank you can own for a long, long time.  There is speculation they might get taken out.  Last year they announced they would pass 50 Billion in assets, but that meant absorbing a lot of costs to manage themselves.  This was a buying opportunity.  They need to beef up their reporting requirements.  Silicon valley, California. 

Craig Millar GLOBAL BULLISH Yes View
DON'T BUY GBX-N Greenbriar Cos. Market Call (BNN TV) 2015-06-25 $49.500

Rail car manufacturing business.  Their cars carry bulk chemicals and crude as well as covered hoppers.  Orders went through the roof from fracking.  It is down because this activity is grinding to a halt with the decline in oil prices.  The backlog is starting to weaken due to cancelations. 

Craig Millar GLOBAL BULLISH Unknown View
BUY GE-N General Electric Market Call (BNN TV) 2015-06-25 $27.040

It is a black box and it is hard for analysts to know what is inside of it.  The root cause of a lot of that was GE Capital, which they recently announced they are selling 90% of.  By 2018 their earnings will be 90% industrial activities.  They will get cash from selling those businesses.  They are going to buy back $50 Billion in stock during that time.  A third of the stock price will be returned to you by 2018.  It looks very good.  The dividend yield is very attractive.  LII-N is his favourite company in this space.  The air conditioners from 2006 now need replacement.  The Furnaces have a life expectancy 5 years longer.  It is a great replacement cycle.

Craig Millar GLOBAL BULLISH No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2015-06-25 $27.040

Nice dividend at 3.4%, which should grow by about 4%-5% on a yearly basis. Trading at about 19X forward earnings, with a decent growth rate in the high single digit/low double-digit. Valuations are getting a bit stretched, but technically it is breaking out a little bit and is above the 50 day moving average.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
PAST TOP PICK GOOGL-Q Google Market Call Tonight (BNN TV) 2015-06-25 $557.950

(A Top Pick June 24/14. Down 2.55%.) This seems to be a tech name that has taken the year off. He still likes it. Trading at 19X Forward Price Earnings with a 17% expected long-term growth. PEG ratio is just over 1 which offers pretty good value. They are putting a lot of money into R&D. A lot of things are happening. They are monetizing YouTube, getting into glasses, etc., etc.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK GVNV-AMSTERDAM Grandvision NV Market Call (BNN TV) 2015-06-25 $0.000

There are 2.4 billion people in the world that need glasses and don’t have them.  They have 6k outlets in 43 countries.  40% of people in Holland need glasses and 85% of seniors need them.  It is a great play on aging.  Low double digit growth.  They are looking at Canada as a possible country to expand into.

Craig Millar GLOBAL BULLISH Yes View
PAST TOP PICK HAL-EN HAL Trust Market Call (BNN TV) 2015-06-25 $0.000

(Top Pick Jun 3/14, Up 48.93%) 3.6% dividend.  They spun out a business called Grand Vision.  It is a holding company.  It is a way to get a diversified business at a discount to NAV. 

Craig Millar GLOBAL BULLISH Yes View
COMMENT HDV-N iShares High Dividend Equity Market Call Tonight (BNN TV) 2015-06-25 $74.720

Pretty well diversified amongst different sectors. The idea is to get a very high dividend for shareholders. He would be cautious about being too overweight in dividend paying names, because as interest rates start to move up, these would be proxy for bonds and could have a sideways movement.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
PARTIAL BUY IBB-Q iShares Nasdaq BioTech ETF Market Call Tonight (BNN TV) 2015-06-25 $375.840

Within the healthcare space, biotech is one of the better valued areas. When you look at some of the names, they offer very good value as well as very good growth. This one has done well, so layer into it at this time.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
WATCH IBN-N ICICI Bank Ltd. Market Call (BNN TV) 2015-06-25 $10.520

He owned this 10 years ago or more when life was a little different and India was just emerging.  Indian growth has been slowing down over the last couple of years.  The new government really lit up the stock market until recently.  You get to participate in the growth and pro-reform government in India.  It is an easy way to play that company.  Indian stocks are hard to buy.  The market is still not cheap enough for him to pound the table.

Craig Millar GLOBAL BULLISH No View
COMMENT IHF-N iShares US Healthcare Providers Market Call Tonight (BNN TV) 2015-06-25 $145.570

In the healthcare sector, this is one that he has been looking at. This will have the hospital names, some of the pharmacy benefit managers, etc. Has taken a bit of a run and is kind of scary to be buying it, but healthcare in this particular space, are the ones that are going to benefit the most.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2015-06-25 $99.120

This is above 45% in the pharmaceutical space, and the rest is in devices, etc. Not necessarily his favourite when looking at pharmaceuticals. Trading at about 16X forward earnings with a 7% long-term growth and a 2.3 PEG ratio. When you get north of 2 it is a bit expensive.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
BUY KKWFF-N Boskalis Westminster NV Market Call (BNN TV) 2015-06-25 $0.000

A good business, a huge dredging company.  It is a giant vacuum on a huge ship.  You create land out of what they dredge up.  It is slowly coming back.

Craig Millar GLOBAL BULLISH No View
DON'T BUY LVS-N Las Vegas Sands Corp. Market Call Tonight (BNN TV) 2015-06-25 $51.580

Technicals show that this is starting to form a bit of a base, but it is falling. Both the 200 and 60 day moving averages are falling. The stock price is below both of those numbers. He would stay away for the time being.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-06-25 $71.440

He still likes this company. The average car in the US is about 12 years old, so certainly there is a product cycle upgrade at some point. Have a very strong balance sheet and have enacted a lot of shareholder friendly actions over the years. Trading at 12X PE forward with a 10% growth rate, which puts it at only a 1.2 PEG ratio, so it is a pretty good stock to own. This is on his radar.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT NFLX-Q Netflix Inc. Market Call Tonight (BNN TV) 2015-06-25 $664.240

This is a great service and the stock has done very well, but at the end of the day you are looking at a stock that is trading at a 200 blended 12 month forward PE, which is quite high. There is a lot of cost in what they are doing in coming out with original content. Expanding internationally which is very, very good.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY NOK-N Nokia Market Call (BNN TV) 2015-06-25 $7.240

The market did not like the deal.  He knows an analyst that actually really likes this deal because NOK-N can bring out 900M Euros of value.  The stock could be a really strong performer.

Craig Millar GLOBAL BULLISH No View
SELL PLL-N Pall Corp. Market Call (BNN TV) 2015-06-25 $124.420

It is being acquired.  An excellent company that got an attractive bid with 10 times 2016 earnings.  It has high recurring revenue.  The risk reward is not in your favour.  This is the highest multiple paid in that industry in a long time.  What if the deal gets called off?  The risk/reward is not in your favour.

Craig Millar GLOBAL BULLISH Unknown View
DON'T BUY RDS.A-N Royal Dutch Shell PLC (A) Market Call (BNN TV) 2015-06-25 $59.230

One of the world’s biggest and this is one of the ones to own outside of Canada. The industry has headwinds because of oil prices and because of the oil and shale gas phenomenon.  The costs of off shore oil exploration are very, very high.  He owns very few oil and gas companies outside of Canada.

Craig Millar GLOBAL BULLISH No View
PAST TOP PICK SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2015-06-25 $42.950

(A Top Pick June 24/14. Up 14.76%.) With better equity markets and rising bond yields, the life insurers will do well. They have a balanced approach in terms of growth by investing in North America and at the same time getting into emerging markets.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-06-25 $54.200

Canadian Banks are very steady type of names. This is trading at 11X forward PE, which is historically the average type of PE for most bank stocks. You will probably see a 9% growth rate in terms of earnings. 3.5% dividend yield will probably grow at around 6%-7% per year.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT TROW-Q T, Rowe Price Group Market Call Tonight (BNN TV) 2015-06-25 $78.060

In general, he likes the asset managers with the equity markets moving higher over the last several years, and still expects equities to move higher. Asset managers should do quite well. This is more targeted in the target date retirement type of funds, which is kind of their sweet spot because of the aging demographics. Trading at about 15-16 times forward earnings with a 12% growth rate. He prefers Blackrock (BLK-N), which is a little bit better in terms of valuations. The growth in this one is closer to 15%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2015-06-25 $35.170

There are talks of a takeover, but he tends not to want to purchase a stock hoping that there is some kind of a takeover. Looking at fundamentals this needs to find more opportunities to grow its user base and increase engagement. The user base is at 302 million active users, which is pretty strong for a company that just IPO’d not that long ago. Ultimately they need to better monetize and find ways of making earnings and revenues. The CEO transition could lead to more product changes, which is a good thing. If there is too long a transition in finding a permanent CEO, it could find trouble being independent. Its current level could be its support level. A bit oversold, so from a trading standpoint it might make some sense.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
PAST TOP PICK UTX-N United Technologies Market Call (BNN TV) 2015-06-25 $113.300

(Top Pick Jun 3/14, Down 1.08%) It is flat in an otherwise decent market.  Earnings are about 23% lower than two years ago.  They will sell or spin off their troubled helicopter business. Historically a great return on equity but now it is a low return on investment and with a new CEO.

Craig Millar GLOBAL BULLISH Yes View
Showing 181 to 240 of 141,615 entries