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

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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
  
HOLD FNV-T Franco-Nevada Corp. Market Call (BNN TV) 2014-04-10 $51.730

A Royalty company, a great business model.  They are opportunity rich right now in this environment.  They have executed very well and have a good management team.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY G-T Goldcorp Inc Market Call (BNN TV) 2014-04-10 $26.840

The pullback today is a good entry point if you think gold will continue to recover.  The transaction is accretive.  The company is delivering.

$33 Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY G-T Goldcorp Inc Market Call (BNN TV) 2014-04-10 $26.840

Negativity is about the 43101 release of a couple of days ago.  It only gives the reserve oz and not the rest of the asset.  Disregard the negativity.  The new mine in Quebec will come online later this year.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY HSE-T Husky Energy Market Call (BNN TV) 2014-04-10 $35.280

Likes it at this level. Couple of projects coming on line this summer.  As you bring on projects and de-risk projects, the stock value increases.  Is in a sweet spot in terms of catalyst.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
DON'T BUY IMG-T Iamgold Corp Market Call (BNN TV) 2014-04-10 $3.940

They have to work out some issues.  Not a go-to name for him.  Could rally if gold price went up, but not their first name he would buy.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY K-T Kinross Gold Market Call (BNN TV) 2014-04-10 $4.620

Does not think it is a takeover target.  It has a low mine life.  But he likes the company and have been delivering.  Surprised it has not been re-rated here, but does not feel it will be a takeover target.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
DON'T BUY L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2014-04-10 $46.000

Shoppers was a big deal for them and even though they may have overpaid a little, they are buying a great company.  Their loyalty structure, promotional acumen, are this Loblaw’s can learn from.  He stays out of the space because of squeezed margins.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET No View
DON'T BUY MSFT-Q Microsoft Market Call Tonight (BNN TV) 2014-04-10 $39.360

Reasonably priced. Not his favourite, but they are doing a lot of good things.  PE is lower than GE. A dominant player in their space.  It is going to be around for a long time to come.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET No View
TOP PICK NCR-N NCR Corp. Market Call Tonight (BNN TV) 2014-04-10 $33.940

Does not understand why this stock has lagged so much.  They took on additional debt.  More and more the business is moving to software and the recurring revenue model.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2014-04-10 $11.300

(Top Pick Mar 27/13, Up 26.95%) Has been cautious about building out their production lines.  Thinks you will see an increase in the dividend.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK PD-T Precision Drilling Market Call (BNN TV) 2014-04-10 $13.060

(Top Pick Sep 12/13, Up 27.49%) Have been delivering on all markets.  More upside to come.  Increased margin over the last few quarters.  Extremely comfortable with this name.

+$15 Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Yes View
BUY PD-T Precision Drilling Market Call Tonight (BNN TV) 2014-04-10 $13.060

Difficult times for the drilling service area are quickly coming to an end.  Drillers are set up for a very good year this year.  Ground is starting to get mushy this year.  They diversified into the US and that division is quickly catching up.  Prefers Canyon.

$16 Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
WAIT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2014-04-10 $36.820

There is a massive oversupply in the commodity.  Doesn’t see the price of potash recovering over the next three years.  The dividend is safe, however.  You could wait 3 to 5 months out to buy.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2014-04-10 $9.980

Was an excellent top pick last November.  Pure play in Columbia.  Drill results proved to be very good.  Fairly valued here.  Potential of resource play they are doing right now could be very significant.  They have a massive amount of land.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Unknown View
BUY QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2014-04-10 $78.070

Serve BB, IOS and Android markets.  Strong patent lineup.  Just increased dividend by 25%.  Conservatively financed.  Fairly valued.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK SLW-T Silver Wheaton Market Call (BNN TV) 2014-04-10 $24.730

(Top Pick Sep 12/13, Up 2.45%) If you think silver is increasing then this stock will also.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Yes View
BUY TAP-N Molson Coors Brewing Company Market Call Tonight (BNN TV) 2014-04-10 $58.030

A much anticipated patio season coming up.  This one is pretty fairly valued.  14 times earnings.  One of the smaller multinational brewing companies.  There is talk of trimming some staff.  He wonders if they are prettying themselves up possibly to be acquired, but don’t buy it for this.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Unknown View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-04-10 $24.750

Met Coal and base metals, mainly copper.  You need supply to come off line or demand to come up in Met Coal.  Copper inventories remain low and supply is not coming on so he is more comfortable with it.  It is no man’s land for this stock.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2014-04-10 $7.820

A great company.  They have managed their business extremely well.  Nice fees from property management.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
BUY TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-04-10 $54.140

Set a new 52 week high during the day.  His largest weighting.  Bought on the strength of the management team.  Could be a takeout candidate somewhere down the road.  Tremendous growth ahead of it still.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
DON'T BUY TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2014-04-10 $204.190

Move today has nothing to do with the company.  Great company, great future, but trades at a high multiple.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Unknown View
BUY UTX-N United Technologies Market Call Tonight (BNN TV) 2014-04-10 $114.560

Fairly priced.  Steady growth, very well managed.  Some talk of spinning out a helicopter division could bring some added value.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
BUY VZ-N Verizon Communications Market Call Tonight (BNN TV) 2014-04-10 $47.470

Better growth prospects than BCE as well as lower PE. 

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Unknown View
TOP PICK 1913-HK Prada Market Call (BNN TV) 2014-04-09 $0.000

Prada - Has avoided this company since the IPO, but it has now sold off dramatically. Feels the market has unduly punished them. Merchandising has been fantastic. Yield of 2.05%.

Mark Grammer GLOBAL OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-09 $0.020

Global Growth. Constructive on global growth. Sees signs, in the US in particular, that economic growth is going to be stable and improving. Looking for 4% or higher GDP growth in the US. Seeing signs of improvement in Europe, not just in Germany and some of the stronger regions, but in peripheral regions including Spain and Italy. That should lead to some coordinated growth. A question mark still remains in Asia, both in Japan and China. Japan has introduced a consumption tax increase, which may slow things down there creating all kinds of question marks. Because of the brutally cold winter, he is expecting a lot of pent-up demand in the US, which should drive GDP for a quarter or two.

Mark Grammer GLOBAL OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-09 $0.020

Markets.  Equity markets are looking fatigued.  Stocks quite fully valued.  Negative seasonal tendencies; Presidential cycle; But thinks at the end of the year we will be higher than we are today.  Some growthier cyclical names are being bought.  Prefers equities over bonds.  Thinks economy will continue to move forward in the US.  Industrials, tech, financials, consumer discretionary, cyclical areas, are good.  Likes the US and Europe.  10 year bonds are now down to 6% in Greece.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE _N/A View
DON'T BUY ABT-N Abbott Labs Market Call Tonight (BNN TV) 2014-04-09 $37.630

This one has outperformed the health care sector over the last few years.  Sees a 15% growth rate on the dividend, but it is low compared to others.  Prefers PFE-N.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE No View
TOP PICK ADS-DAX Adidas Market Call Tonight (BNN TV) 2014-04-09 $0.001

Mr. Wong referred to the symbol AADDYY-O.  A new position.  Will do quite well with the economic recovery in Europe and the FIFA world cup.  They will get a lot of press and a lot of purchases.  Are under pressure in share price due to exposure to emerging markets, but he thinks emerging markets will be a big beneficiary for this one.  15% earnings growth expected.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Yes View
COMMENT AI-FP Air Liquide SA Market Call (BNN TV) 2014-04-09 $0.000

Has always been very impressed with this company. They have a very strong discipline and understand their business. Exposed to industrial Europe and if Europe is recovering then he thinks this should recover. Track record of growth has been very consistent.

Mark Grammer GLOBAL OPTIMISTIC Yes View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-04-09 $89.940

20 times PE, 17 times is historical average.  Be a bit careful. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2014-04-09 $16.620

There is a lot of noise, but it is trading below 1 times book value.  12 months out capital markets, economy, and housing markets will be better, net interest margins are moving forward and loan loss ratios are improving.  These big cap bank names will do fine.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE No View
BUY BMW-GR Bayerische Motoren Werke AG Market Call (BNN TV) 2014-04-09 $0.000

His favourite automobile company. (Actually prefers auto parts over OEMs, because their margins can expand further and they are more geared to energy efficiency.) BMW has high margins and is a well-run company. Has exposure to the “luxury only” area. Doing extraordinarily well in China. Their move into the electric vehicle with the I series is under-appreciated.

Mark Grammer GLOBAL OPTIMISTIC Yes View
BUY BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-04-09 $45.730

Stock is starting to break out.  Yield is nice, 6% and 5% growth rate in the yield over the next 3 years. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Unknown View
DON'T BUY CAT-N Caterpillar Market Call Tonight (BNN TV) 2014-04-09 $102.990

Has been sideways on a 5 year chart.  He would prefer names in the consumer space.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE No View
BUY on WEAKNESS CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2014-04-09 $147.320

Bio tech stocks were beaten up.  Buying some.  Thinks they will continue to have the growth.  Use stop losses. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Yes View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-04-09 $41.810

Attractive.  It is breaking out after trading in a rage for a while.  It should go to $49 at this point.  At an important breakout.

$49 Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Unknown View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2014-04-09 $23.120

Just doesn’t see major growth for a company like this. Margins are being attacked from a variety of different fronts. There is a lot of disruptive technology coming out that will affect them. Good company, but not a growth company.

Mark Grammer GLOBAL OPTIMISTIC No View
DON'T BUY DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-04-09 $92.970

All time high today.  This name is up there in terms of stretched valuations.  Prefers US equities.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Unknown View
TOP PICK EL-N Estee Lauder Market Call (BNN TV) 2014-04-09 $69.710

His screens show a 7%+ top line growth, bottom line growth even faster. Over the next 3 years he would expect at least 100 basis points of margin expansion per annum. This gives him a top line growth with an accelerating bottom line growth. Where he really sees leverage is on the travel side. More and more Chinese, for example, are traveling abroad. Travel retail accounts for 12% of sales, but he estimates it accounts for up to 25% of their profits. Lots of room for margin improvement. Yield of 1.15%.

Mark Grammer GLOBAL OPTIMISTIC Yes View
HOLD ERIC-Q Ericsson LM Telephone Market Call (BNN TV) 2014-04-09 $13.590

Although this is more of a value play than a growth play, it might now be migrating to a growthier outlook. Not involved in the telecom carriers because he sees a big increase in the level of investment that they are going to have to make. If there is one company that is extremely well exposed to that, it is this one. A dominant player and have leading technology. As carriers have to increase their spending, they recognize that this company’s technology is superior and this company will start to win more of that business. He can see a potential for improvement in their growth rate, and more importantly, improvement in margins.

Mark Grammer GLOBAL OPTIMISTIC No View
WEAK BUY EUR-T FT AlphaDEX European Div. ETF Market Call Tonight (BNN TV) 2014-04-09 $20.570

Likes Europe.  It’s a space that in Q4 last year the GDP actually moved positive and he sees it moving up.  Canadian dollar hedged, which he would prefer not to have.  Prefers FEZ-N. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Unknown View
BUY F-N Ford Motor Market Call Tonight (BNN TV) 2014-04-09 $15.840

Have not had a recall.  Relatively cheap at 10 times PE.  Decent balance sheet.  Will continue to grow.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Yes View
PAST TOP PICK FB-Q Facebook Market Call (BNN TV) 2014-04-09 $62.410

(A Top Pick April 2/13. Up 138.08%.) Had avoided the IPO, but when it dropped below $20, he got into it. He could see that a lot more activity was going on in the advertising front. Has dramatically reduced his weighting after their 2 big acquisitions.

Mark Grammer GLOBAL OPTIMISTIC Yes View
BUY GE-N General Electric Market Call Tonight (BNN TV) 2014-04-09 $25.950

Likes the industrial space.  Pretty decent growth.  Dividend should grow 10%.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Yes View
TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-04-09 $70.650

A Top Pick last time.  Has been beaten up.  Has a blockbuster drug where earnings will explode.  18 times earnings, 25% earnings growth.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Yes View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-04-09 $564.140

Currently out of, but a name he would like to be back in.  Not a lot of people understand all the moving parts.  Growth ratio is great.  Nearly 20% earnings growth.  GOOGL vs GOOG is the one most people seem to be going with.  But they should mostly move in tandem at this point.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Unknown View
BUY HD-N Home Depot Market Call Tonight (BNN TV) 2014-04-09 $77.760

You are getting very good earnings growth.  Will move up and down a little less than home builders.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Yes View
COMMENT HPQ-N Hewlett-Packard Co Market Call (BNN TV) 2014-04-09 $32.720

Not really a growth company so would not show up on his screens. This is a turnaround story.

Mark Grammer GLOBAL OPTIMISTIC No View
BUY IAG-T Industrial-Alliance Life Ins Market Call Tonight (BNN TV) 2014-04-09 $45.130

Has SLF and MFC. This one is less levered than SLF.  A third of its revenues come from wealth management side.  Revenue all from Canada.  A more conservative name.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE No View
BUY IBB-Q iShares Nasdaq BioTech ETF Market Call Tonight (BNN TV) 2014-04-09 $235.080

.4% expense ratio.  He likes it.  122 holdings. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE No View
HOLD ING-N ING Groep NV Market Call (BNN TV) 2014-04-09 $14.140

Hasn’t done any analysis on this one for quite some time. It’s a developed market bank. Capital ratios are very strong right now. Well managed. Doesn’t think there is anything wrong with this.

Mark Grammer GLOBAL OPTIMISTIC No View
TOP PICK ITRK-LON Intertek Group plc Market Call (BNN TV) 2014-04-09 $0.010

(London Exchange) Had a pretty weak year. The overall testing, inspecting, certification business has been challenged because of commodities. Out of the big 3, this is the most exposed to the consumer. The catalyst for them is that China is considering opening up its market to foreign tech companies. Right now the big 3 do Chinese testing, but all for exports, none for the domestic market. There is talk they are going to be allowed. If so, he is looking at 12% additional top line growth. Yield of 1.75%.

Mark Grammer GLOBAL OPTIMISTIC Yes View
DON'T BUY KBH-N KB Home Market Call Tonight (BNN TV) 2014-04-09 $17.140

Looks a bit expensive based on PE ratio.  Valuation is a bit stretched.  You are going to have fits and starts in the US housing market. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Unknown View
COMMENT KYO-N Kyocera Corp Market Call (BNN TV) 2014-04-09 $45.150

He just doesn’t see this company picking up the pace this year. They are competing in a lot of commodity areas and he tries to avoid companies that compete in commodities. Also, they have the headwinds of the issues in Japan.

Mark Grammer GLOBAL OPTIMISTIC No View
PAST TOP PICK LPX-N Louisiana Pacific Corp Market Call Tonight (BNN TV) 2014-04-09 $16.590

(Top Pick March 14/13, Down 24.25%) He kept some other housing names. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE No View
COMMENT LUKOY-OTC Lukoil Market Call (BNN TV) 2014-04-09 $0.000

When it comes to Russia, you are gambling. You are playing with the dictator Putin. He would not touch anything in Russia. This is cheap, but there is a lot of cheap stuff in Russia.

Mark Grammer GLOBAL OPTIMISTIC No View
TOP PICK MA-N Mastercard Inc. Market Call Tonight (BNN TV) 2014-04-09 $73.560

Contrarian call.  Beaten up YTD.  Will benefit from the trend to electronic payments.  Have more exposure to international markets, which are faster growing, than Visa has. 

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Yes View
DON'T BUY NBG-N National Bank of Greece SA Market Call (BNN TV) 2014-04-09 $5.700

Owning a Greek bank is a bit of a crap shoot. Although the economy is recovering, it is still on shaky grounds.

Mark Grammer GLOBAL OPTIMISTIC No View
DON'T BUY NKE-N Nike Inc Market Call Tonight (BNN TV) 2014-04-09 $73.560

An interesting name, but a bit stretched in terms of multiple.  Prefers another sporting name.

Stan Wong NORTH AMERICAN - LARGE & ETFs SELECTIVE Unknown View
DON'T BUY NOK-N Nokia Market Call (BNN TV) 2014-04-09 $7.810

Recently got approval from the Chinese government for the sale of their handset division to Microsoft (MSFT-Q). A company like this is not in his sweet spot. It’s a Value play. If you are a Value investor, you do a much different kind of analysis than he would do. For a growth investor like himself, he would be looking at the income statement rather them the balance sheet and he doesn’t see a lot of potential on the income side of things. They are in a very competitive market.

Mark Grammer GLOBAL OPTIMISTIC No View
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