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
  
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-08-18 $122.660

He is not a big fan of the corporate governance of this company. Also, auto parts business is very cyclical. They have a great market share with a number of auto manufacturers, but traditionally this has been a lower margin, cyclical business. Not one he is interested in.

Lorne Steinberg DEEP VALUE INVESTING UNKNOWN No View
HOLD NBD-T Norbord Inc. Market Call (BNN TV) 2014-08-18 $22.050

(Market Call Minute) Had pretty good production in North America and Europe, but housing starts are still not at their average.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE No View
HOLD OTC-T Open Text Berman's Call 2014-08-18 $60.840

When you decide to sell in real time you only find out you sold too early with hindsight.  Can it double from here?  Who knows?  There was a material gap up recently.  If it comes back into the gap, that is a bad thing. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
TOP PICK PHG-N Koninklijke Philips Electronics Market Call Tonight (BNN TV) 2014-08-18 $30.290

A global leader in LED lighting, which is a huge growth area for this company. Also, a leader in healthcare equipment such as diagnostics, ECG, etc. They are going through the latter stages of a long restructuring. Earnings are poised to grow by about 20% next year and double digit growth for the next few years. Extremely well-positioned in their businesses. Strong dividend yield of 3.59% even after not a great time. He sees earnings going from the $2 a share level, to $3.50-$4 a share over the next 5 years.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
PARTIAL SELL PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2014-08-18 $48.250

Really likes this name as with many smaller pipeline names.  It is hard to say buy more because valuation is so stretched in this name.  It is a defensive holding and benefited a lot from geopolitical uncertainty.  Take some money off the table.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
PAST TOP PICK QCOM-Q Qualcomm Market Call (BNN TV) 2014-08-18 $75.030

(Top Pick Aug 19/13, Up 15.20%) Huge royalty interest.  Have 90% margins in some of their core businesses.  He would continue to hold it.  It appears that smart phones have matured.  We are seeing a bit of maturation in the market.  But Apple is showing that you still show good demand in the market.  Cars are another growth area for them, although Blackberry is more likely to exploit that.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Yes View
COMMENT RY-T Royal Bank Market Call Tonight (BNN TV) 2014-08-18 $80.410

Canadian banks have been a great place to be for a long time. Canadian banks are amongst the highest valuation banks globally on a BV basis. As a deep value investor, he is not in a hurry to get into things after they have been trading at all-time highs. He has to buy on a pullback, even though it looks like there is never going to be a pullback.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS No View
HOLD SGY-T Surge Energy Inc Market Call (BNN TV) 2014-08-18 $8.170

7.4% dividend is primarily all of the total return.  It is okay in terms of safety, but their cost is expensive and decline rates concern him.  It is sustainable, but there is not much growth over the yield.  You are probably better off with something else.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2014-08-18 $42.680

This is a benchmark name.  Over time he noticed that energy is pretty strong in Canada and appeals to Canadian and international investors.  He thinks it should be a core holding.  Ultimately has good leverage to oil prices.  But if oil is below $90 it will not do well.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
HOLD TAP-N Molson Coors Brewing Company Market Call (BNN TV) 2014-08-18 $75.180

Cheap stock that he likes because of this.  Secular headwind is that people are not drinking as much beer as you would like.  Overall it is a hold, but attractive at a valuation point.  Prefers DEO-N for liquor exposure.  It is a buying opportunity today.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE No View
HOLD TBE-T Twin Butte Energy Market Call (BNN TV) 2014-08-18 $1.800

Steady and stable, a bit of a yield play.  Offers relatively less growth vs. peers.  It is a hold rather than a buy.  Dividend is almost 11%.  Does not see anything fundamentally wrong to lead to a dividend cut, although 11% is worrisome.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
SELL TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-08-18 $25.150

He is not crazy about dual class share companies. However, his view on the metals markets in general is somewhat bearish. He is looking for lower metal prices. If you want to own a company like this, there will be a better entry price.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS No View
SELL TLM-T Talisman Energy Market Call (BNN TV) 2014-08-18 $11.260

Take the money and run.  North Sea oil has had the run and is now in decline.  They are trying to figure out what to do with the North Sea.  Sees it as dead money.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
TOP PICK TOT-N Total SA Market Call Tonight (BNN TV) 2014-08-18 $63.990

He sees double-digit return for the stock, annualized over the next 5 years. This company is extremely well-positioned. Already paying a healthy 5.16% dividend and he sees significant dividend growth along with share buybacks. They are coming to the end of a large capital expenditure cycle, at which point we are going to start seeing expenditures drop and free cash flow rising. A cheap stock.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
BUY UTX-N United Technologies Market Call (BNN TV) 2014-08-18 $108.090

Likes it.  As things pick up in manufacturing it will really benefit this stock.  It looks really attractive.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
COMMENT UTX-N United Technologies Market Call Tonight (BNN TV) 2014-08-18 $108.090

General Electric (GE-N) or United Technologies (UTX-N)? This is well run and focuses on 3 major divisions; however he would tend to lean to General Electric as he thinks they are in the latter stages of transforming that company into a real growth vehicle again.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Unknown View
HOLD WZR-X WesternZagros Resources Ltd. Market Call (BNN TV) 2014-08-18 $0.740

They started a strategic review in March.  They rejected a recent bid.  They are clearly looking for an exit, so he would hold until that happens.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
DON'T BUY XGD-T iShares S&P/TSX Global Gold Berman's Call 2014-08-18 $12.740

There is this big base developing over the last year or so and is threatening the resistance area right now.  Most recent dip in June did not make a lower low.  He thinks it will continue to chop around here until there is inflation; however he thinks there is a bigger threat of deflation than inflation at present.  It is tradable on a short term basis.  Buy at $12.65 sell at $13.50-14 if you want to trade it.  Use a stop loss.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
PAST TOP PICK XRX-N Xerox Market Call Tonight (BNN TV) 2014-08-18 $13.490

(A Top Pick July 2/13. Up 49.25%.) This is a free cash flow story, and they bought back a lot of shares and increased their dividend. Have struggled to generate revenue growth, so they are generating EPS through share buybacks. Feels this is now coming closer to his target valuation of $15 per share. Wouldn’t be a buyer of this today.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-15 $0.020

Markets. Believes that the US is going to be the last country standing. Thinks yields in Europe are going to depression levels. GDP in most European countries are mostly negative. Japan has its own issues trying to get its economy going again. To him, China is a big ex-factor. Over the long term, money will migrate to the US because there are rates of return. Also large cap stocks in the US are still very cheap and all their yields are 150-200 basis points above 10 year US treasuries today. It’s going to be money looking for return, and he thinks you will get return on the US$ and any sort of US assets will be good for investors. About 30% of his clients accounts were in US$ when he made a call on the Cdn$ back in 2002. We had a secular bull market on the Cdn$ at $0.68 to well over par. He now has a reversal of this view. Client’s assets are now 30%-35% US, which will probably migrate up to 50% in the next year or so. He wants international diversification through large international companies which are trading 20%-30% below what he thinks is FMV.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-15 $0.020

Canadian banks. As a group, Canadian banks are getting very expensive. They are hitting his FMV. National Bank (NA-T) leads the list with a 23% upside. CIBC (CM-T) has a 12% upside. Bank of Montreal (BMO-T) has 10%. Toronto Dominion (TD-T) has 4% and Bank of Nova Scotia (BNS-T) has 1%. Royal Bank (RY-T) is trading over his calculated Fair Market Value. Yields have driven up all the banks to FMV, and it is really hard to see, unless they get really overvalued, where investors are going to make money here.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-15 $0.020

Markets. The Russian/Ukraine situation is a very touchy situation. Doesn’t think it means much for the markets. He still remains cautious on the markets. Feels it is pretty reasonably priced. When everything is quiet, that is usually the quiet before the storm. When markets run too much on the upside, that is when people get into trouble with too much margin and they get a little too risky. Some are in the market and shouldn’t be there. Thinks a 5%-10% correction would do the market some good.

David Cockfield CANADIAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-15 $0.020

How do you position your portfolios in the possibility of a 10%-20% market correction? One of the rules is that if you have 7% or more in a particular holding, you keep it that way. If it grows to 10%, then you knock it back by 3%. This assumes that you’ve got a relatively diversified portfolio. If you have a high beta stock and the market sells off 5%, it will sell off 10%, so that is where you probably try to lighten up a little. Also, dividend stocks tend to react better in difficult markets. (See Top Picks.)

David Cockfield CANADIAN CAUTIOUS _N/A View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2014-08-15 $97.980

The 7 for 1 stock split was surprising, and actually increases his FMV of his model price. Currently at $97.50 and his model price is $112.75, a 15%-16% upside. Sept 9 is the new product rollout of the iPhone 6 and maybe the iwatch. Yield of 1.93%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2014-08-15 $100.260

(A Top Pick Aug 12/13. Up 15.7%.) Still likes this, but it is a little dicey at the moment. It looks like we are in for a bumper crop, and he is not sure if that means farmers are going to make more money or less, because the price of the individual products is down. He is watching the situation closely.

David Cockfield CANADIAN CAUTIOUS Yes View
DON'T BUY AMZN-Q Amazon.com Market Call (BNN TV) 2014-08-15 $333.630

Closed at $331.21 and his model price is $92.48. The market is supporting Amazon. As long as they continue to innovate and to find new products, the market is willing to support the company in terms of invention and innovation. The downside is if something happened to Jeff Bazos, or the market demanded that they have earnings. This is an event risk.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-08-15 $8.520

Just hit a new high in the last couple of days. Has been rather a dull stock lately. Pays a reasonable dividend. Has a mixed bag of assets, including water plants, sewage plants in Arizona, power plants in Ontario and in the US eastern seaboard. He keeps hoping somebody will take the stock out. A relatively safe investment.

David Cockfield CANADIAN CAUTIOUS Yes View
COMMENT BA-N Boeing Market Call (BNN TV) 2014-08-15 $123.160

Closed at $124.11 and his model price is $102.78, a 17% downside. Doesn’t qualify in any of his value definitions. Book Value is only $20. With all these quasi-aviation stocks, the government is such a big buyer of military hardware, that the stocks don’t really need equity. If the US market is going to go higher, this one will do well.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
HOLD BA-T Bell Aliant Market Call Tonight (BNN TV) 2014-08-15 $30.450

Why is this selling below the bid price? He did some quick calculations when the bid came out and sold at a price over $31. The reason for this is that they have cut out the dividend. You are going to wait to November, and at that point in time you are going to get $31, so you have to discount that (The no dividend aspect?) Or you are going to get some mix of Bell stocks. In the meantime, the stock is going to trade off the Bell component. The stock is not going to do much. He would probably just sit with this.

David Cockfield CANADIAN CAUTIOUS No View
DON'T BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-08-15 $28.740

His model was showing that this was about to take a fall. A very, very high valuation for this company. His model price is $31.42. He has seen the price fall below his Fundamental Value this week. Has been trading above his Fundamental Value since 2014, but probably since April, the wind has been coming out of this particular company. He thinks this is going to go down to the $19 area. It needs to create value now.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
SELL BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-08-15 $28.740

The real problem is that what they do is not a patentable process. In other words, anybody can go out and build the same equipment and do the same kind of job. They do a water process to drill under roads and suck up the debris. This is a very efficient and quite amazing process. The multiple got way out of line. They are going to be facing more competition. He would be out of this until you see where it settles down.

David Cockfield CANADIAN CAUTIOUS No View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2014-08-15 $51.730

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.

David Cockfield CANADIAN CAUTIOUS Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-08-15 $3.820

The C series has great potential. The rails side is excellent and they win contracts but there are minimal margins in that business. They just look like they are ready to get the C series off the ground, and then something goes wrong. If they start flying that plane and it performs well and orders start coming in, the stock is probably going to go to $10. In the meantime it is a “wait and see” situation.

David Cockfield CANADIAN CAUTIOUS Unknown View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2014-08-15 $48.290

Traded yesterday at $48.57 and his model price is $36.97, a 24% negative differential. He feels investors are looking more at the 5% yield. This price and $50 is the maximum you are going to get.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-08-15 $48.290

(A Top Pick Aug 12/13. Up 22.23%.) Expect there will be another dividend increase. The main reason he holds it is because of the stability and the dividend.

David Cockfield CANADIAN CAUTIOUS Yes View
BUY on WEAKNESS BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-08-15 $72.400

Has liked this for a long time. Likes its international exposure. They used to be just the Caribbean, but is now Mexico, Central America and into South America. The Canadian banking business is a tight market. They are all quite competitive. Quite a conservative bank. Have an excellent record of “not losing” money on the loan side. If it came off a little, he would add to his holdings.

David Cockfield CANADIAN CAUTIOUS Yes View
DON'T BUY CEU-T Canadian Energy Services & Technology Market Call (BNN TV) 2014-08-15 $10.150

Is it normal for insiders to be selling when you have a stock split? It is usually not normal. Those who follow insider buying and selling would certainly be alarmed. This is currently at $9.94 and its FMV is $9.82, a negative 4%. Very, very expensive here. These energy services companies have had huge runs over the 6-7 months. They are fully valued. This is too highly valued for him.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
COMMENT CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-08-15 $212.870

Thinks the multiple is around 35X PE. Likes the rails, but this one is really riding on a wave of enthusiasm, relating to an improvement on its various ratios. Should it ever miss a step along the way, the stock will take a good 10%-15% hit. He has basically moved any money he had in this, over to Canadian National (CNR-T), which trades at about 18X and isn’t under quite the same spotlight to meet objectives. Both companies are in good growth areas and both are benefiting from the transportation of oil. They have more business than they can almost really handle at this time. A good place to be in this kind of a growth economy.

David Cockfield CANADIAN CAUTIOUS No View
PAST TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2014-08-15 $24.430

(A Top Pick Aug 7/13. Down 3.59%.) Recently cut 6,000 jobs and, unfortunately, this is the way this company is going to grow. His model price is $37.33, a 52% premium. Yielding 3.1%. If this could go in any way, and it hasn’t done so for years, there could be tremendous upside.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
COMMENT CVE-T Cenovus Energy Market Call (BNN TV) 2014-08-15 $33.380

This is expensive, relative to CNQ and Suncor (SU-T). Yesterday’s close was $33.23 and his model price is $32.37, a negative 2%, so it is basically trading right on where he believes FMV is. A nice yield at 3.2%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
BUY CVS-N CVS Corp. Market Call (BNN TV) 2014-08-15 $78.910

This closed at $79.30 and his model price  is $85.27, a 7.5% upside. There is going to be more volatility in the market, and it is going to be very interesting in the fall, especially with what is going on with bond yields in the last month or so. If you are looking for non-volatile names, this is a perfect candidate. Yield of 1.4%. It’s a grower, so you will maybe continue to earn high single digits, maybe double digits if you order for a year.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
TOP PICK CVX-N Chevron Texaco Market Call (BNN TV) 2014-08-15 $126.100

International oils are being way overlooked in terms of value. His model price is $168.71, a 33% upside. Yield of 3.4%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
COMMENT EFN-T Element Financial Market Call (BNN TV) 2014-08-15 $14.850

This is a financial and it is clearly on an acquisition trail. Today’s price is $14.75 and he has a model price of $14.15, so it is bang on its model price. If you are looking for value, there is no real value here.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
BUY GIL-T Gildan Activewear Inc. Market Call (BNN TV) 2014-08-15 $62.010

Closed at $62.79 yesterday and his model price is $69.50, an 11% upside. However, he has EBV+5 and this seems to be following along that structural level. A year from now EBV+5 is $76.25.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
DON'T BUY IBM-N IBM Market Call (BNN TV) 2014-08-15 $187.380

Closed at $187.88 yesterday and his model price is $189.37, a .05% upside. This is a story of reducing capital out of their business, so when they report every quarter, the reports are lukewarm to the analysts. Underneath, they are buying huge quantities of their stock. That keeps their model and stock prices up. Doesn’t see tremendous upside, but also doesn’t see any big downside. Yield of 2.34%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
DON'T BUY IPL-T Inter Pipeline Market Call (BNN TV) 2014-08-15 $36.100

There is a huge bubble brewing in the pipeline stocks. Closed at $35.98. His model price is $30.60, a negative 15%. Trading at a valuation of almost 4X Book. This is the highest valuation these companies have ever been in the last 20 years. Yield of 3.6%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
HOLD IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2014-08-15 $36.100

It looks like they can do 10% growth annually. Dividend is okay. Likes the pipeline aspect in Alberta. The oil sands and other projects are all creating the need to get stuff from A to B. They dominate the scene in Alberta, and he thinks this is going to continue. 10% growth is a reasonably conservative estimate.

David Cockfield CANADIAN CAUTIOUS Yes View
BUY MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2014-08-15 $30.490

This is not very exciting, but the dividend is quite secure.

David Cockfield CANADIAN CAUTIOUS Yes View
PAST TOP PICK MET-N Metlife Market Call (BNN TV) 2014-08-15 $52.480

(A Top Pick Aug 7/13. Up 8.25%.) Yields 2.65%. The large financials have been struggling, certainly through 2014, but these companies need to act well going forward, if we are going to continue on with this bull market. This is certainly a better one within the financial group.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-08-15 $122.040

One of his favourite stocks over the last 5 years. Closed yesterday at $122.60. He has a model price of $148.05, a 20% upside. Still think you will make money in the future, but just not as much as you have in the past.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
COMMENT MU-Q Micron Technology Market Call (BNN TV) 2014-08-15 $31.490

This is the cyclical of the tech names. It is a deep cyclical in that when things are going well, things are very, very well, but when they go badly, the earnings just disappear. Closed at $31.04 and his model price is $52.85, a 70% upside. However, the market is sceptical because obviously earnings are great today, but what is going to happen tomorrow. There is a significant discount between the price today and what the model price is. The good news is, it is holding up one of his structural levels and, obviously, the balance sheet has grown quickly as they are aggressively buying back stock. Appropriately priced. If it pulled back to the $24-$25 level, this would be very positive for the name.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
DON'T BUY NBD-T Norbord Inc. Market Call Tonight (BNN TV) 2014-08-15 $21.480

This produces oriented strand board. They have plants all over the southern US, Canada and in Europe. Recently started paying a dividend and the yield is extraordinary at around 11%. What the market is telling you is that the dividend is not safe, so you have to make a calculation whether you hold it for the dividend, and if it is cut how much downside there is going to be. With US housing quieting down, the market is sending you a signal that there are some problems here.

David Cockfield CANADIAN CAUTIOUS No View
COMMENT PD-T Precision Drilling Market Call (BNN TV) 2014-08-15 $13.120

Closed at $12.99 and he has a model price of $22.10, an upside of 70%. This is a cyclical and in the last 6 weeks, with the energy patch, it has corrected back. However, it is at one of his structural levels of EBV+2, which is $12.99. If it doesn’t Hold, he would sell the name but would look to be Buying it here if it Holds.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
TOP PICK PFE-N Pfizer Inc Market Call (BNN TV) 2014-08-15 $28.640

The CEO obviously confused everybody by going after AstraZeneca. Because of this, there is no more of a premium towards an upside to his model price. Closed at $28.73 and his model price is $35.03, a 22% upside. 3.6% dividend yield. Overall, healthcare stocks have been doing quite well, especially drug stocks. Take advantage of this pullback.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
COMMENT PRE-T Pacific Rubiales Energy Corp. Market Call (BNN TV) 2014-08-15 $20.410

Closed at $21.18 and his model price is $34.34, a 62% upside. However, he doesn’t think the stock will trade above $23. That has been the ceiling of the stock in terms of his valuation. Nice yield of 3.4%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
COMMENT RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2014-08-15 $43.240

Had predicted a long time ago this company would fall down to one of his levels, and there it has been for the last 6 weeks. His Model Price is falling because its earnings are falling. At this time it is $43.20 and he has FMV at $35.86, a 17% negative value. It really needs to hold this level here. If it breaks, or is a negative transit, it will go much lower.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2014-08-15 $4.060

This is the worst company out there. Its management is poor. An activist investor tried turning this thing around, but didn’t succeed. It trades under his last support line of EBV-3. The market is saying the state of the assets is not what it is worth.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
WEAK BUY S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2014-08-15 $4.060

This is a speculative stock. They have a major project in Madagascar with great partners, but the politics are questionable. There are some environmental aspects to it, but the deposit is excellent. Their technology really fits that particular ore deposit. If this project goes bad, he doesn’t know where the stock will go from there.

David Cockfield CANADIAN CAUTIOUS No View
BUY on WEAKNESS SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2014-08-15 $55.730

This is one of his growth stocks. Likes this under $50. Not adding to his holdings at the moment. There are some real good kickers in this. They own a chunk of the 407 and have other assets they can sell. Just sold off a chunk of their Alberta energy holdings. Thinks they are riding the wave of big, international, engineering projects, which he feels are going to go on for decades.

David Cockfield CANADIAN CAUTIOUS Yes View
PAST TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2014-08-15 $42.950

(A Top Pick Aug 7/13. Up 27.99%.) This had a negative transit in one of his EBV lines, so he would be cautious on ih. Hopefully the EBV +2 level holds. It could fall back to EBV +1 at $36.50. Energy, certainly in the last 6 weeks, has been a tough sector to be in. He shows this could have an 87% upside. Yielding 2.67%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
Showing 241 to 300 of 131,118 entries