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
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-20 $0.020

Deflationary environment.  He does not feel we are headed here.  He sees unemployment going down, globally, and wages trickling up.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-20 $0.020

US Fed Monetary Policy.  There is concern we might be heading to an inverted yield curve (indicating we are headed for a recession).  We are not yet seeing that.  The bond market is projecting the growth rate is not as robust as the Fed feels.  He would be very surprised if we did not get two more rate rises this year, but they would not impact the 2 and 10 year yields.  We need to get interest rates normalized.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-20 $0.020

Saudi Aramco.  It should be a trillion dollar company.  They are fully integrated.  He has not yet finished looking at it for valuation.  There will be a risk premium because the country is effectively an emerging market.  He will look at it for sure.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-20 $0.020

Market. The US markets are overvalued, meaning that return expectations should be lower. Earnings were at roughly 115 last year, and are projected at about 132 this year, so we are looking at 18-18.5 on a multiple basis. Other areas are looking more attractive than the US market. People should be looking at Japan and particularly Europe. Europe has had quite a few months now of positive economic surprises. ETF’s would be a good entry for most investors.

Lorne Zeiler DIVIDEND STOCKS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-20 $0.020

A stock or ETF for European exposure? If making an entry into a market where you have never been before, an ETF is a good way to do it. You get good diversification across countries and across sectors. Everyone assumes Canadian ETFs are all cheap and are all going to give diversification. That is not necessarily so. He’s been buying into Europe through a US listed ETF. (See Top Picks.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN _N/A View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2017-04-20 $142.440

(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2017-04-20 $6.560

A sector that sold off a few years ago, as people were thinking that with less manufacturing there was less industry. Since then we have had a major change in how people shop. There is a lot of online shopping, and this company’s holdings have become hubs for a lot of storage for businesses. One of the leaders in this space, and probably one of the best names in the industrial space.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2017-04-20 $63.780

(A Top Pick Dec 23/16. Up 4%.) A one trick pony with their drug Humira. Valuation is quite reasonable and is going to be 12-13X projected earnings. A lot of that is based on sales of Humira, a life altering drug, which accounts for over 60% of their revenues. Made 2 very large acquisitions in the past few years, and we are starting to see some of those drugs in the pipeline getting approved.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
WEAK BUY BABA-N Alibaba Group Holding Market Call (BNN TV) 2017-04-20 $112.960

The Chinese Internet space is strong and this company is well positioned.  It has opened up markets for a variety of businesses.  He does not have a huge exposure to China.  Tencent (TCEHY-5) (WeChat) is the only one he has and feels it is better than BABA-N.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-04-20 $23.070

One of the best names in the US. A very diversified base. There is talk of reducing the Frank-Dodd effect which would be helpful to the sector. Also, rising interest rates will be helpful to them. He is expecting a lot more growth on their loan activity. If you are going to have one name in the US, this is the one.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-04-20 $49.460

In the last number of years, this has been moving more and more of the business to actually being an advisor or fund manager, versus directly owning the assets. There has been a major shift in the last 5-6 years in the landscape of investments. Of all the money that went into mutual funds in the last 3 years, 8X of all funds put together went into the Vanguard funds. Long-term, he thinks there is going to be more assets moved into the space, more assets that have a target performance around it, and you are going to see earnings increase.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-04-20 $61.260

A great income name and has been a great dividend stock. 4.7% dividend yield, and expects that will get increases of about 5% over the next few years. That is likely to equal what the earnings growth is going to be. They’ve had some good penetration on the wireless business. Has a great deal with Telus (T-T) which allows them to lower the costs of their infrastructure. Trading at a high valuation of over 18X earnings.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
BUY CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-04-20 $112.540

From a valuation metric, this would look like a certain Buy. It has the cheapest valuation for a bank. Trading at 11.5X earnings. High dividend yield of about 7.5%. In the last 8 quarters, they have beaten on earnings and on revenue. There is the acquisition of the US bank which they had to pay up for. They are going to have to issue equity, which may cause some near-term weakness. Also, it is the least geographical diverse Canadian bank and is the most reliant on the Canadian consumer.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-04-20 $32.830

If you include the cash, this is quite a cheap stock. It is basically trading at about 16-17X earnings and the market cap is about $165 billion. People forget that there is $60 billion plus in cash sitting on the balance sheet. Even if you net out the debt of about $30 billion, you are taking the valuation down to about 13 or 14 times. Not including the debt, it is about 10 times. The growth profile is going to be low. The dividend is about 3% and there is a strong potential that you could see some special dividends, or an acquisition to drive growth. An attractive investment.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK DGE-LN Diageo PLC Market Call (BNN TV) 2017-04-20 $0.010

(Top Pick Dec 16/16, Up 9%) He still likes the name.  They are going through slow changes to improve profitability.  If you look at their big exposures they are US and China.  The US economy is healthy.  In China the whole corruption crackdown has waned so people are going out more and spending more.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
COMMENT DGS-T Dividend Growth Split Corp Market Call Tonight (BNN TV) 2017-04-20 $7.910

Effectively a creation of a preferred share and a capital share. If the stock performed quite well, you are getting a leveraged investment effectively on the preferred share. EG, on a $60 stock, you could have a $30 preferred share and a $30 capital share. If the capital share goes from $60 to $66, you have now gone from $30 to $36 giving you a 10% improvement in terms of return. What people don’t realize is a) the leverage, but b) preferred shares in the structure have to be paid out first. Consequently, the way these are structured is that the dividend coming from the underlying portfolio, simply pays the dividend to the preferred share. If they are paying a dividend on the capital side, that is typically coming from expected price appreciation or option writing. If you are a higher risk investor, it is something you could consider.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
TOP PICK EFAV-N iShares MSCI Edge Min Vol EAFE Market Call Tonight (BNN TV) 2017-04-20 $66.400

There are better opportunities now in Europe and Japan. This gives you a broader exposure across Europe of all the countries, with a little bit less on the UK. Also, there is a better mix in terms of stability in the sectors. In the last 3 years, there has been significant outperformance on this ETF, but last year underperformance. Good dividend yield.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-04-20 $56.430

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for dividend income? This one is the company that is building the pipeline and the energy services, etc. Once that is completed, it is largely sold to the Enbridge Income Fund.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2017-04-20 $33.690

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for dividend income? Enbridge is the company that is building the pipeline and the energy services, etc. Once that is completed, it is largely sold to this fund. Pays about a 6.1% dividend yield. The stock is about 8%-10% off its high, and is a reasonable valuation. They are expecting about $9 billion of additional products in the next 3 years and dividend hikes of about 10% a year in the next 2-3 years.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-04-20 $44.240

Which utility stock has the best dividend growth profile? He would suggest you look at this one, which recently made a big acquisition in the US. They are paying about 3.6% now, and are committed to growing the dividend at about 5%-6% per year. Earnings are projected to grow at a similar rate. Trading at a reasonable valuation.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
BUY on WEAKNESS HINKY-OTC Heineken NV Market Call (BNN TV) 2017-04-20 $0.010

It is a much more pure play on beer.  They are exposed to emerging markets.  He likes the company, but the valuation is on the higher end.  He would be very interested in the name if it sold off 10%.  It could not get taken out because it is family controlled.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
DON'T BUY HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2017-04-20 $40.030

There is not that much to get excited about.  They are doing well in China.  They have a good dividend yield (6.4%).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
DON'T BUY ING-N ING Groep NV Market Call (BNN TV) 2017-04-20 $15.290

A good, well managed bank with good capital ratios.  But it is not a pan-European bank.  A better way to play that would be BMP, a French bank with exposure to the entire continent.  He does not own either because there is not enough growth opportunity.  He prefers Spanish banks because unemployment is coming down and their exposure to emerging markets is good.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
PAST TOP PICK ISP-BIT Intesa Sanpaolo Market Call (BNN TV) 2017-04-20 $0.000

(Top Pick Dec 16/16, Up 3%) It is one of the gems of the banking world in Europe.  People assume the prospects and capital are weak, but they are not.  He expects the high dividend yield to grow.  It should see a slight boost to growth and loans. Non-performing loans are starting to go down.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
DON'T BUY JM-SP Jardine Matheson Market Call (BNN TV) 2017-04-20 $0.010

A Conglomerate based in Hong King.  He finds conglomerates too complicated. 

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
TOP PICK JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-04-20 $121.870

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
TOP PICK KBANK-BBK Kasikorn Bank Market Call (BNN TV) 2017-04-20 $0.000

Thailand is an interesting economy right now.  Elections next year.  They are starting to spend on infrastructure.  Lending has to be done to all the companies doing the actual work.  They have strong growth.  (Analysts’ target: 192.50 Thai Bhat).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
BUY KHC-Q Kraft Heinz Company (merged) Market Call (BNN TV) 2017-04-20 $92.040

This industry is a very reliable cash flow generator and management here has a very good track record of being able to improve profitability.  It is probably a reasonable investment if you have a long term approach.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
TOP PICK LVMUY-(OTC) LVMH Moet Hennessy Louis Vuitton SA Market Call (BNN TV) 2017-04-20 $0.000

They are well positioned for the improving global economy.  It is strong in the US.  The reduced corruption push in China means more spending on luxury goods.  One of the best managed in that whole space.  (Analysts’ target:  €225.00).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
DON'T BUY LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2017-04-20 $3.330

He has no exposure to the UK banks.  This one has excellent management, but he is concerned with the uncertainty with BREXIT.  He would prefer to stay away from UK banks.  BREXIT could be ugly for the UK.  He can find banks elsewhere to own.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-04-20 $23.240

All the financials had a big, big move, and this was probably one of the greatest recipients of this bump in Canada. In terms of an overall stock, their valuation is reasonable. It looks like they are putting some improvements in place with the John Hancock business, which has been a huge headache. ROE is still lower than its competitors. (See Top Picks.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
WEAK BUY NKE-N Nike Inc Market Call (BNN TV) 2017-04-20 $56.400

They have been losing share to ADS-GR.  The prospects for Nike are good.  They are doing well in China.  He would not count them out.  Adidas has been a fantastic stock over the last couple of years.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
BUY NVS-N Novartis AG Market Call (BNN TV) 2017-04-20 $73.620

It is a really strong global pharma company.  They are turning around their eye care business acquisition and their cardiac drug which had a bungled launch.  If they are successful they will do quite well.  It could be a blockbuster.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
BUY SAN-N Banco Santander SA Market Call (BNN TV) 2017-04-20 $6.070

They are well positioned in emerging markets.  They have some of the strongest franchises in Latin American countries.  The Spanish economy is doing much better.  It is the favourite of the Spanish banks.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
WATCH SCGLY-5 Societe Generale A Market Call (BNN TV) 2017-04-20 $0.000

A French bank.  The one risk is the French elections.  Wait and see what happens before diving into a French bank.  The French economy is improving. 

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
DON'T BUY SHW-N Sherwin-Williams Co. Market Call Tonight (BNN TV) 2017-04-20 $324.020

This has had huge growth in both earnings and share price over the last number of years, because it has been tied into both the US consumer and the US housing market. It is a brand most used by contractors. However, it is at a very high premium in terms of valuation at roughly 26X earnings. They are expecting earnings growth of 10%. This is not one he would be buying.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN No View
TOP PICK SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-04-20 $47.800

Compared to the other insurers, their valuation is more reasonable at 7.6X earnings. Recently they’ve provided their medium-term outlook, looking at 8%-10% earnings growth per year. Very stable name. Dividend yield of 3.6%. (Analysts’ price target is $54.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
BUY on WEAKNESS SMSN-LSE Samsung Electronics Market Call (BNN TV) 2017-04-20 $0.001

It is a great company with good exposure to the semi conductor business.  If you are optimistic in both telecom and semiconductor industries, this one could do well for you.  If it sold off he would get more interested.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
HOLD TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-04-20 $66.040

Why are the banks consolidating or flat? In 2015, the earnings of the banks were fantastic. They were beating the estimates and they were increasing, but people were concerned and there was a decline in the bank shares of about 10%-15%. Last year, there was a massive run up. They were giving returns generally of about 30%, so a pause is in order. This is a great, long term hold.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PARTIAL BUY TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-04-20 $30.760

A cheap, but troubled stock. It is the leading generics pharmaceutical provider globally. They overextended themselves a while ago, in trying to get into specialty Pharma areas, which has been a bit of a problem. Expected to generate a little over $5 in earnings next year, a 6X earnings multiple. The Pharma sector as a whole tends to be 3X, so this is very, very cheap. The dividend is over 4%. The negative is that the management team is in flux. Also, the Department of Justice now has an inquiry into price fixing potential by the generic providers. The balance sheet is incredibly levered at 4.8X EBITDA. This is worth taking a half position and then growing that out. If things start to normalize and they get the earnings they are projecting, it should really start seeing 20%, 30%, 40% growth from here.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
BUY TM-N Toyota Market Call (BNN TV) 2017-04-20 $106.000

It is one of the strongest auto companies in the world.  It is a global player.  Japan is improving for them.  The biggest swing factor for them is the US.  The Yen strengthening has been a negative for this company. 

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
BUY TOT-N Total SA Market Call (BNN TV) 2017-04-20 $50.270

One of the few oil companies he owns.  It is a fully integrated oil company.  It has growth.  Their downstream and retail businesses are doing well and help modulate their cash flows.  (5.3% yield).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
PAST TOP PICK TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2017-04-20 $63.560

(A Top Pick Dec 23/16. Up 4%.) He thought there might be some uptick if the Keystone pipeline was approved and the integration of the Columbian pipeline. A great name to continue to hold. They are projecting dividend growth of over 10% over the next 3 years. They have $23-$24 billion of projects coming on in Mexico, the US and Canada.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
DON'T BUY TTM-N Tata Motors Ltd. Market Call (BNN TV) 2017-04-20 $34.190

They are a beneficiary of what is going on in India.  Their Land Rover investment has been fairly profitable.  You get an emerging market play so there is more risk.  He has limited exposure to auto.  His preference is BMW.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
WEAK BUY UN-N Unilever NV Market Call (BNN TV) 2017-04-20 $51.140

Consumer staples have always been appealing for low volatility; however this sector is now quite pricey.  They are focusing on improving productivity and margins.  The prospects are probably relatively good.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
BUY VOD-Q Vodafone Group PLC Market Call (BNN TV) 2017-04-20 $25.930

There is hope for the value to go up.  It is a very competitive industry.  They are spending money on spectrum.  They pay a decent dividend.  It is not a bad place to be if you are looking for yield (5.9%).  It is one of the better telecom companies in Europe.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
COMMENT VZ-N Verizon Communications Market Call Tonight (BNN TV) 2017-04-20 $48.410

Even though the street does not like this, it is a name you might want to look at. Trading at 13X earnings. They were basically only $.01 under earnings, but missed quite a bit on the revenue side. He thinks that is going to change.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-19 $0.020

Market. Since last February, we have been in a very productive equity market. We are having a little pause right now which he doesn’t think will take very long. There has been a great focus on passive, low fee investing and being an index investor, at precisely the moment when correlations, or the degree to when stocks and sectors behave the same, is at its lowest level in 15 years. The opportunity to target specific themes and companies is really an outsized opportunity right now, and he hopes people will be able to take advantage of it. From 1966 to 1982, the market travelled sideways in a series of advances and declines. The late 70s was when Vanguard got its start in Index investing. That was the last time managers had been stupid for the previous 15 years. The S&P 500 from 2000 to 2013 travelled sideways in a series of advances and declines, and many managers had a hard time beating it. The topic now is index investing/passive investing, but that is looking backwards. Today, we have very strong clear themes in this market, and the opportunity to target and be an active manager has not been better in 15 years. The market bottomed in 1981, and by 1985 no one was talking Index investing.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-19 $0.020

Stops? He uses Stops on all positions he invests in. Half the battle is knowing when to Sell. Doesn’t use automatic Stops, but monitors a stock for when it gets close to an exit price. He uses “point and figure” price charts, which help him to recognize inflection points where behaviour is changing in the security. For a longer-term investor, they could use the 150-day moving average.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-19 $0.020

Market. We are in the very constructive environment. Globally, the economy is doing very well. Germany is doing well, China is coming on, India is doing well. We are in a healthy global economy, just coming out of a 10 year, following the mortgage crisis. However, with long bonds at 2% and equity risk premiums at ranges of 4%-5%, we are seeing bond substitute companies like Coca-Cola selling at 25X earnings. Valuations are fine if interest rates don’t move. We are in a very healthy environment and thinks growth stocks are fine.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2017-04-19 $140.680

Has a target price of about $168. The dividend will go up. Their new product seems to be taking hold. This is not expensive, trading at about 15X.

$168 Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN Yes View
TOP PICK ADBE-Q Adobe Systems Market Call (BNN TV) 2017-04-19 $130.220

The leader in creating digital media. There is enormous growth in the creation of Digital media. They used to sell their software as a package, with an upgrade every couple of years. There was an enormous number of people pirating their software. They then started selling by subscription. They caught a bunch of pirates that needed their software and had to wind up subscribing. This is a quickly growing pie. As their subscriptions go up, their margins go up. They now have 10 million subscribers. There are 7 million users that continue to use old versions, and will have to upgrade. (Analysts’ price target is $145.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT AMT-N American Tower Market Call (BNN TV) 2017-04-19 $124.670

A REIT which owns cell phone towers all over the world. Cell phone towers are pretty interesting REITs as they have almost unlimited capacity. They have all the major wireless providers as customers, putting their gear up on their towers. Every time there is a new generation of gear, they don’t take the old stuff off, but put the new one on, so rents keep going up. They’ve done a great job of growing geographically. Has a broad customer base and isn’t levered to any one mobility provider. Over the next couple of years, we are going to start seeing 5G LTE coming, the next generation of wireless gear. They’ll continue to grow their dividend.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-04-19 $12.930

Probably his biggest utility-like position. It has outperformed the sector for quite some time and has been able to grow its cash flow and dividend handily. 4.7% dividend yield is very attractive.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK BAC-N Bank of America Market Call (BNN TV) 2017-04-19 $22.740

He looks for sectors/themes that are going through significant shifts that can give a long runway for the industry and companies to be revalued. The 2nd biggest bank in the US, trading at just under 1X BV, and can go higher. Assuming they can grow BV, that would be even better. It will be helped by rising interest rates. They will get the CCAR assessment in June as to whether they can return more capital to shareholders. Generating a ton of cash, so dividends should continue to accelerate. US banks started to perform in June of last year and have just had a classic pullback towards the 150-day moving average, which gives investors a great entry point. This could be a 5-year theme. Dividend yield of 1.3%. (Analysts’ price target is $26.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-04-19 $49.110

This is one where you have to trust management. They have done a great job and will continue to do so. Focused heavily on real estate. If interest rates flatten out, the appreciation of real estate probably finally comes to an end, especially in commercial real estate. Probably a decent investment. You get nice dividends and it will gradually grow.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-04-19 $60.930

The media sector has been doing well recently, and telcos have had a bit of a bounce over the last couple of months. These are less economically sensitive companies that people have gone to hide in while pulling back on more economically sensitive companies. From a sector perspective, there are better places to be. He would prefer to be in media such as Comcast (CMCSA-Q) or CBS (CBS-N). Dividend yield of 4.7%.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-04-19 $60.930

Extremely well-managed and clearly the dominant player in Canada. They’ve done a great job of diversifying into media type businesses. Continuing to increase their dividend. His concern would be that cellular telephone growth is probably largely behind us. Most people are disconnecting their main line. The TV business is under pressure as advertising goes away. He doesn’t think they are in danger, but the future is a little tough. Not a stock that he would own.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN No View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-04-19 $51.970

This is one where you have to trust management. They have done a great job and will continue to do so. Focused heavily on real estate. If interest rates flatten out, the appreciation of real estate probably finally comes to an end, especially in commercial real estate. Probably a decent investment. You get nice dividends and it will gradually grow.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN No View
PAST TOP PICK BLK-N Blackrock Inc. Market Call (BNN TV) 2017-04-19 $377.100

(A Top Pick April 19/16. Up 7%.) A very straightforward way to invest in investment management and better markets. While he prefers to be an active manager, this is more index focused, but they do have an active ETF business. This will continue to grow. Dividend yield of 2.7%.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
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