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 HRX-T Heroux-Devtek Inc. Market Call Tonight (BNN TV) 2016-08-23 $13.980

A high quality industrial name. Landing gears on planes. They are the #3 producer, but are actually the most profitable in the world. Management team is very well aligned. Valuation is reasonable.

James Telfser CANADIAN BULLISH Yes View
BUY ITP-T Intertape Polymer Group Market Call Tonight (BNN TV) 2016-08-23 $21.920

(Market Call Minute.) A very, very interesting name. A great growth story. They do tape which is a very stable business. Have a lot of cash to be able to go out and do things. Clean balance sheet.

James Telfser CANADIAN BULLISH Unknown View
TOP PICK KEY-T Keyera Corp Market Call (BNN TV) 2016-08-23 $41.140

Great management team. Their business is conservative and their payout ratio is around 50%. They’ve consistently grown the dividend, 15 times since they started as a public company. They grow by taking smaller positions in plants and facilities, adding to those and eventually owning them outright. This allows them to get the experience in owning and running them. Their cost of financing is really low. Dividend yield of 3.9%.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC Yes View
BUY LNR-T Linamar Corp Market Call Tonight (BNN TV) 2016-08-23 $53.760

Has been buying this in the last 2 months. Valuations got so depressed on peak auto, global recession fears, Tesla, etc. They continually beat expectations, grow margins and show that they can keep up with demand and grow their content per vehicle.

James Telfser CANADIAN BULLISH Yes View
HOLD LULU-Q LuLulemon Athletica (US) Market Call (BNN TV) 2016-08-23 $80.240

Had a really tough go with their stretch pants, management infighting, etc. Have done really well adapting to those changes, but this is a very competitive environment. Also fads are involved, and if you don’t get one right, that could be a pretty bad event. He is more on the staples side of consumer spending. Trading at 37X forward earnings, so it is expensive.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-08-23 $52.410

He has been buying Linamar (LNR-T) in the last 2 months. The valuation of these stocks got so depressed on peak auto, global recession fears, Tesla, etc. They continually beat expectations, grow margins and show that they can keep up with demand and grow their content per vehicle.

James Telfser CANADIAN BULLISH No View
PAST TOP PICK MNW-T Mitel Networks Market Call Tonight (BNN TV) 2016-08-23 $9.920

(A Top Pick July 29/15. Down 17.4%.) It is still cheap and he still follows it, but no longer owns it.

James Telfser CANADIAN BULLISH No View
COMMENT NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2016-08-23 $43.500

Trudeau announced divvying up funds towards transit, which is a definite net positive for this name. You are seeing net trend both in the US and Canada where there is an increase in spending on buses. The stock is still reasonably valued. In the short term, there is a big question mark around New Jersey, they are holding back on producing more of their New Jersey buses. Dividend yield of about 2% and this could go much, much higher.

James Telfser CANADIAN BULLISH Yes View
BUY PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2016-08-23 $29.230

Just acquired 500 Ultramar locations. That’s a great deal for them. There are big synergies in this business, and room for this to definitely move higher.

James Telfser CANADIAN BULLISH Yes View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2016-08-23 $21.630

This is a commodity, and this company is the purest in terms of what is available in Canada. There has been a lot of pressure on the commodity. The buying has been done once or twice a year. Big buys and the prices tend to get set and stay there. At this level, it might be interesting to look at. The commodity price has come down, they have cut the guidance, and they have cut the dividend. Anywhere at these levels, you could look potentially to add to it, but he would do it with little bites at a time.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
DON'T BUY PSG-T Performance Sports Group Market Call Tonight (BNN TV) 2016-08-23 $2.330

(Market Call Minute.) This has been a really sad story because it is a great brand. It is hard to believe it is down at this level. There is just too much hair on this name, and he wouldn’t touch it.

James Telfser CANADIAN BULLISH No View
BUY PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2016-08-23 $29.450

Pays a great dividend which is well covered. The stock has not been performing as well as he would have hoped, but no insurance companies really are at the moment. The overall business is doing okay; they just can’t manage to string together good quarters of beating expectations. The earnings multiple is trading below its 10-year average, so this is a decent time to buy the stock and is a position that you can put away in your portfolio and forget about.

James Telfser CANADIAN BULLISH No View
COMMENT RC-T RDM Corporation Market Call Tonight (BNN TV) 2016-08-23 $4.450

He likes the optionality. They do a lot of electronic checking business, and can sell units to a company to allow them to deposit cheques directly into the bank. If you need a picture of a cheque they have that technology. They deal with a lot of the biggest banks across the US. A very high recurring revenue business that generates a lot of cash flow. Has $30 million of cash in the bank. Less and less cheques are being used, which is a big knock against them. If they can use the cash in intelligent way at a reasonable valuation, the stock should react very favourably. This gives you a dividend and free cash flow along with a relatively stable, but declining business.

James Telfser CANADIAN BULLISH Yes View
COMMENT SPE-T Spartan Energy Corp Market Call (BNN TV) 2016-08-23 $3.440

Spartan Energy (SPE-T) or Cardinal Energy (CJ)? He is very constructive on this. He likes management’s strategy and their location in Saskatchewan. Feels management has very good discipline in terms of what they want to do and how they are going to do it. Very proactive in keeping the balance sheet sacrosanct, and not paying more than cash flow. At $30 a barrel they are fine. It is expensive, but will always be expensive.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2016-08-23 $20.940

First Quantum (FM-T) or Teck Resources (TCK.B-T)? His view is definitely more constructive on this one. It has zinc, coal, nickel. This type of company is always going to have ups and downs, but he feels the financial crisis from 2008-2009 with their debt levels, the management team came out looking much stronger. A good, well-run company.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC No View
WAIT V-N Visa Inc. Market Call (BNN TV) 2016-08-23 $80.800

His concern right now is where do merchant fees go? In Europe, they have been a bit more aggressive in pushing them down. There could be more to go. With all the technology changing and how you pay, that is a risk for them. If we had a good market crack and the price went down, he would look at this.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY on WEAKNESS WJA-T Westjet Airlines Market Call (BNN TV) 2016-08-23 $24.530

In general, he is fairly constructive on airlines. Energy prices are coming down and interest rates are at low levels. With this airline, you are getting a lot of noise of what is happening in Alberta, which has been a hurdle for them. As cycles go, this one offers a good product. The environment is right and the economy is right, so overall that growth should continue. You could wait and buy it opportunistically on bad headline news.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY ZCL-T ZCL Composites Inc. Market Call Tonight (BNN TV) 2016-08-23 $9.630

He really likes this business. They got hammered pretty hard in the downturn in some of their business lines that were involved in the energy patch. This has a competitive advantage. They are 1 of 2 below ground storage tank providers in North America. That is a great competitive position. There are nice demographics in that there are Costco’s, Canadian Tires and Loblaw’s that want fuel now.

James Telfser CANADIAN BULLISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-22 $0.020

Markets.  The conventional wisdom is that oil prices have bottomed.  What is not clear is what the recovery looks like.  Does it reach balance next year?  In the $50ish range, there is still debt stress to oil companies in the first quarter.  He does not think there has been any volatility on the last few months.  Markets came up and leveled off.  He is not sure the volatility is there and is not sure the underwriting for the banks is going to be there.  ZWB-T with a covered call overlay is the way to play the banks.  Real estate could be another headwind.  ATD.B-T have a great story – growth by acquisition.  New highs today in the stock.  He does not like the break out and so does not trade it.  He likes XST-T with ATD.B-T as a major holding as a major place to play but it is not particularly cheap right now.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-22 $0.020

Volatility – A bump coming in September?  He has been expecting this into the election into November.  So far it has been pretty clean.  The event he sees is the Italian referendum in October.  There is a huge potential for an anti-EU party running Italy and wanting to leave the EU.  The US election will not cause the uncertainty that it previously looked like it would.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-22 $0.020

NASDAQ US Bank ETF?  If you search you can get a whole series.  XLF-N is the entire financial sector.  KRE-N is regional banks.  Check out ETF.COM.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-22 $0.020

Packaging Companies ETF?  There is not one.  It is too narrow.  There is a company in the US that builds customer ETFs.  He is going to get details and tweet it out.  You can make out your own basket of ETFs.  You have to open a US based investment account.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-22 $0.020

Educational Segment.  Why rates can rise and what to do to take advantage.  Bernanke has used this week’s speech in the past to change things.  Last week we had the minutes from the July meeting causing the market to see no raised rates.  Since then a number of Fed speakers have said it could change.  There is still only a 26% chance they raise rates in September.  He thinks the Fed are not considering the election in making interest rate increase decisions.  He thinks there is a much higher chance that rates go up in September.  He recommends sitting in US cash and make 3-4% while you wait.  DLR-T and PSU.U-T and SHV-N play the US dollar as well.  

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-22 $0.020

Markets.  Lots of investors sold in May and went away or when Brexit happened, but a lot came back in.  It is all about yield.  People in Europe have been forced to pay to have their money invested.  These investors are investing elsewhere, buying stocks just to get yield.  He is afraid central banks will pull the rug out from under us.  He is not focused on a rate hike so much as the rates themselves.  European buyers are coming in and buying our treasuries. Pretty well fully invested but is avoiding high beta stocks.  Sees opportunities in the utilities sector although it has no growth so he would not want to own it now.  Oil stocks are cheap. They've rallied, but are well below their peaks.  The financial sector is cheap and he likes it although it is high beta.

John Burke US EQUITIES CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-22 $0.020

Market. Nothing seems to be stopping the market, which is a quandary for a lot of people, especially for a value oriented investor like himself. It has had negative earnings over the past 6 quarters, and very low growth on the economic front, and yet the market just ignores everything and continues to march higher. Normally, when things become irrational and exuberant over some point in time, it usually ends with a bubble bursting. It is hard to say if we are in that type of mode right now, because valuations are not excessive. There is a Goldilocks’ view that the US economy can continue to grow at 2%+, with ultra low rates that stay here, virtually forever, so that the markets can go endlessly higher.

John Kim NORTH AMERICAN UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-22 $0.020

Utility stocks? Utilities in general will probably trade more off the 10 year rates, versus the short term rates, because they are considered a long-term hold in the growth of their dividends and the payout ratios. 

John Kim NORTH AMERICAN UNKNOWN Unknown View
WATCH AAPL-Q Apple Market Call (BNN TV) 2016-08-22 $108.510

He argues all the time within his company about this. He doesn't like it while others like it because they are such an iconic company.  They've been good about product innovation.  Expensive considering profit margin.  Watch iPhone sales in the fall.

John Burke US EQUITIES CAUTIOUS Unknown View
COMMENT ABC-N Amerisourcebergen Corp Market Call (BNN TV) 2016-08-22 $88.750

MCK-N vs. ABC-N.  He likes both, but prefers Cardinal Health (CAH-N).  Those running for election are talking limits of drug prices. 

John Burke US EQUITIES CAUTIOUS Unknown View
PAST TOP PICK AGN-N Allergan PLC. Market Call Tonight (BNN TV) 2016-08-22 $253.540

(A Top Pick July 11/16. Up 6.4%.) Still one of his biggest holdings. Feels that with the headwinds facing the generics, the branded guys have less of a problem. Trading at a low multiple of about 10-11 times.

John Kim NORTH AMERICAN UNKNOWN Yes View
DON'T BUY AMAT-Q Applied Materials Market Call (BNN TV) 2016-08-22 $29.150

They make the machines that make semiconductors.  It is a tough industry to follow.  Don’t own second derivative companies like this one.  At any given point in the cycle it could come down hard.  You will lose a lot of money when this cycle comes to an end.

John Burke US EQUITIES CAUTIOUS No View
PAST TOP PICK AMP-N Ameriprise Financial Market Call (BNN TV) 2016-08-22 $96.810

(Top Pick May 11/16, Up 2.68%) 3% dividend also.  They benefit from rising rates but for the most part give out investment advice for fees.  9 % earnings growth.

John Burke US EQUITIES CAUTIOUS Yes View
TOP PICK AMP-N Ameriprise Financial Market Call (BNN TV) 2016-08-22 $96.810

He would rather not bet on what the fed would do. He is going all-in on financials. Going from 5% financial to 10% yet the market is 15% financials. 

$109.75 John Burke US EQUITIES CAUTIOUS Yes View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2016-08-22 $15.180

If US interest rates rise, banks might go up. However, if people believe there will be a rate hike and there won’t be another for another year, you could possibly see them fall off afterwards. This is very undervalued and is trading below tangible Book. At some point, people will recognize that these banks can still generate enough earnings to pay dividends. This one has been allowed to up their dividend, and will continue to do so and will do a catch up with some of the other big banks. They are also doing buybacks.

John Kim NORTH AMERICAN UNKNOWN Yes View
TOP PICK BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2016-08-22 $26.650

Basically half its revenues were tied to the oil/gas industry, so they fell on hard times. They’ve rejigged the profile, because the other part is on utilities, and mostly with construction in streets being dug up to lay down pipe to run cable and stuff. As long as the oil/gas sector doesn’t get any worse, they’ll start to generate more cash, so this is kind of a derivative way to play the oil/gas industry. Dividend yield of 1.49%.

John Kim NORTH AMERICAN UNKNOWN Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2016-08-22 $44.640

(Market Call Minute.) A cheaper way to get exposure to both real estate and renewable energy.

John Kim NORTH AMERICAN UNKNOWN Yes View
COMMENT BG-N Bunge Ltd. Market Call Tonight (BNN TV) 2016-08-22 $63.990

He has been looking into this. Trading at a very low multiple. Issues over the last couple of years have been miss-execution and huge exports out of Brazil and Argentina, in terms of soy, etc. It looks like south American crops might be severely diminished this year, meaning there will be no exports and people will be looking to the US, and prices will probably trend higher. You have to get over the hump of can they execute, because they haven’t been able to do so in the past.

John Kim NORTH AMERICAN UNKNOWN No View
BUY BK-N Bank of New York Mellon Market Call (BNN TV) 2016-08-22 $40.180

Much of what they do is transaction based.  A non-interest rate sensitive stock.  You can make 7-8% over time on your money.

John Burke US EQUITIES CAUTIOUS Unknown View
DON'T BUY BMY-N Bristol Myers Squibb Market Call (BNN TV) 2016-08-22 $59.260

Sold off a lot.  They have a trial going on with a lung cancer drug.  This is the drug that caused them to do so well.  This is an expensive drug stock and he would prefer to own cheaper ones.  These companies are hard to dissect and value.  The European companies are cheaper.

John Burke US EQUITIES CAUTIOUS Unknown View
BUY CAH-N Cardinal Health Inc Market Call (BNN TV) 2016-08-22 $82.150

MCK-N vs. CAH-N.  He likes them.  Those running for election are talking limits of drug prices.  He likes all but Cardinal health is the best.

John Burke US EQUITIES CAUTIOUS Yes View
COMMENT CCL-N Carnival Corp. Market Call (BNN TV) 2016-08-22 $46.910

Cruise line operators benefitted from the fall in energy and then along comes the Zika virus, but he thinks that will be solved in some way.  Cruise operators have been confronted with things like this before.

John Burke US EQUITIES CAUTIOUS No View
SELL ON STRENGTH CCO-T Cameco Corporation Berman's Call 2016-08-22 $12.190

Uranium Industry.  A year or so after Fukushima he jumped on this, thinking Uranium would be part of the cleaner uranium needs the world has, but after a year or so he got out of uranium.  He has not seen anything yet that a bottom is in.  It could still weaken still. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT CJR.B-T Corus Entertainment (B) Market Call Tonight (BNN TV) 2016-08-22 $12.730

On a long-term perspective, a large part of their business is really challenged because there are fewer and fewer listeners to radio. Also the TV side has viewers going more towards streaming. A good thing is that they own a lot of intellectual property. The question is, will the declining side decline faster than the creation side, and will people pay up for the creation side. Advertising is slowly ebbing away from traditional media.

John Kim NORTH AMERICAN UNKNOWN Unknown View
SELL CSX-Q CSX Corp Market Call (BNN TV) 2016-08-22 $28.450

Make most of their money shipping coal.  With Nat gas going down it is not doing well.

John Burke US EQUITIES CAUTIOUS Unknown View
HOLD CTSH-Q Cognizant Technology Solutions Corp. Market Call Tonight (BNN TV) 2016-08-22 $57.740

(Market Call Minute.) Their biggest vertical, the healthcare sector has pulled back, and until we see a resurgence he would just hold.

John Kim NORTH AMERICAN UNKNOWN Unknown View
SELL CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-08-22 $11.740

Some of their issues are their drugs and their UK operations. Also has a high debt load. There have been rumours of a takeover, but the people are just walking away. Breaking news said the CEO had to sell 550,000 shares as part of a margin call. Until everything subsides and everything is washed out, he would tend to stay away. There are probably better risks/rewards elsewhere for people holding the stock.

John Kim NORTH AMERICAN UNKNOWN No View
WAIT DH-T DH Corporation Market Call Tonight (BNN TV) 2016-08-22 $28.500

They’ve been able to use the cash flow from their cheque business to get into the FinTech side of things. The issue over the past year or so has been one of the large FinTech acquisitions and what it really is capable of. They’ve had to cut guidance and retrench. The street is still sceptical as to what the real margins are in their FinTech business, and the growth opportunities. Wait until after they have their FinTech day later this year.

John Kim NORTH AMERICAN UNKNOWN Unknown View
WAIT DIS-N Walt Disney Market Call (BNN TV) 2016-08-22 $95.870

He likes the media stocks.  He owns some but keep in mind that ESPN is by far the biggest earner and their revenues have been going down.  If they can build the rest of their business, then it is okay.  Wait and see or go to Time-Warner or Viacom, or Fox.

John Burke US EQUITIES CAUTIOUS Yes View
BUY ECA-T Encana Corp Market Call Tonight (BNN TV) 2016-08-22 $12.980

He owns a little. A lot of people view this as a beta play on gas. Although its portfolio is tilted a little more towards gas, it does have a fairly balanced portfolio. Because it had too much leverage, it has gone through a very large restructuring program over the last 1.5 years. They’ve really right sized the balance sheet. There is still a little more of $1-$1.5 billion of non-core assets that they can still sell. If you have a favourable view on natural gas, this is one that you could still buy and hold. Dividend yield of 0.6%.

John Kim NORTH AMERICAN UNKNOWN Yes View
COMMENT EFN-T Element Financial Berman's Call 2016-08-22 $13.510

When a company’s business decides to break off, the idea is to unlock value in a part that is being weighed down by the overall picture.  It is the fleet management business that is being undervalued.  A stock split is different.  This is not a splitting of the stock.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2016-08-22 $9.630

(A Top Pick July 11/16. Up 17.33%.) Still thinks this is undervalued. Should be trading in the low double digits at about $12-$13. They have producing assets in Canada, and the Bakken and Marsalis in the US. Thinks this should trade into the $13-$15 range. 

John Kim NORTH AMERICAN UNKNOWN Yes View
DON'T BUY F-N Ford Motor Market Call (BNN TV) 2016-08-22 $12.360

He thinks good things happen when you buy cheap stocks.  On the other hand, buying the S&P500 is a flawed thesis.  He excludes the deep cyclical stocks like autos and airlines.  There are too many players.  He doesn’t want to own companies where there are that many operators.

John Burke US EQUITIES CAUTIOUS No View
PAST TOP PICK FDC-N First Data Corp Market Call Tonight (BNN TV) 2016-08-22 $33.970

(A Top Pick July 11/16. Up 21.34%.) The largest payment processor (merchant acquirer) in the US. A lot of the debit and credit card transactions will be processed through them. A massive free cash flow generator.

John Kim NORTH AMERICAN UNKNOWN Yes View
TOP PICK FDC-N First Data Corp Market Call Tonight (BNN TV) 2016-08-22 $33.970

One of his largest positions. He is holds this because of its cash flow stream and the paying down of debt. Even if he flat lined the revenues, he feels he would still make somewhere in the neighbourhood of 20%-25% a year for the next few years.

John Kim NORTH AMERICAN UNKNOWN Yes View
BUY GD-N General Dynamics Corp. Market Call Tonight (BNN TV) 2016-08-22 $152.220

(Market Call Minute.) Defence spending is going up no matter who wins the US presidential election.

John Kim NORTH AMERICAN UNKNOWN Yes View
TOP PICK KEY-N Keycorp Market Call (BNN TV) 2016-08-22 $12.180

Financials are cheap – 8-9% earnings yield.  He likes the numbers – a little bit of growth. 

John Burke US EQUITIES CAUTIOUS Yes View
DON'T BUY KMI-N Kinder Morgan Inc. Market Call (BNN TV) 2016-08-22 $21.920

Largest pipeline operator in the US.  He likes it in general.  He is worried that they are only interested in growing the size of the company.  He prefers others.

John Burke US EQUITIES CAUTIOUS No View
COMMENT MCD-N McDonalds Market Call Tonight (BNN TV) 2016-08-22 $115.420

Had a great run for the last year or so when the new CEO came in and turned things around. The all-day breakfast has been a phenomenal hit for them. Now that it is trading in the low 20s multiple, the question is how much can it really keep growing and how much of margin expansion opportunities are there for them in their core market of the US. The question is, what is their next trick?

John Kim NORTH AMERICAN UNKNOWN Unknown View
COMMENT MCK-N McKesson Corp Market Call (BNN TV) 2016-08-22 $193.650

MCK-N vs. ABC-N.  He likes them both, but prefers Cardinal Health (CAH-N).  Those running for election are talking limits of drug prices.  He likes all but CAH-N is the best.

John Burke US EQUITIES CAUTIOUS Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-08-22 $52.020

A phenomenal Canadian success story. A lot of people feel we are at the top of the auto cycle and that we have nowhere to go but down, especially in the US. If you feel the US market is not peaking and that it should stabilize, this is a good Buy. Pays a decent dividend. Sold his holdings because he felt this was near the top and that the global bull market in autos was plateauing. Until he sees more evidence that the auto cycle is trending back up, it is hard to see these things move a lot.

John Kim NORTH AMERICAN UNKNOWN No View
COMMENT NA-T National Bank of Canada Market Call Tonight (BNN TV) 2016-08-22 $46.120

(Market Call Minute.) Feels there are better opportunities in other Canadian banks.

John Kim NORTH AMERICAN UNKNOWN No View
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