Table View - Opinions in Detail | StockChase
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
  
PAST TOP PICK TWM-X Tidewater Midstream and Infrastructure Ltd Market Call (BNN TV) 2017-10-12 $1.380

(A Top Pick Oct 26/16, Down 10%)  It is a function of a few things.  There is the whole overhang of the pipelines; ALA-T owns a significant portion and it looks like their relationship has been severed and that ALA-T may sell that piece off.  This one is going to continue to grow.  He thinks the management team will eventually sell to a bigger company.  Longer term it will continue to grow.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
COMMENT UTX-N United Technologies Market Call Tonight (BNN TV) 2017-10-12 $118.820

Trading at about 18X earnings with about a 10% growth rate. The acquisition of Rockwell fills a good gap for them. The stock moved down, but is now starting to push back higher. It is at about the 200-day moving average and things are moving nicely for them. The industrial space is a place you want to be in an expansionary environment.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
PAST TOP PICK VGG-T Vanguard US Dividend Appreciation Index ETF Market Call Tonight (BNN TV) 2017-10-12 $40.760

(A Top Pick Aug 26/16. Up 10%.) This invests in the index of US stocks. Has a history of increasing dividends over the last 10 consecutive years, but excluding real estate investment trusts. The recent decline in the US$ has hampered returns a little. Thinks dividend growers are going to outperform dividend payers. This is a place to be in a tightening monetary environment.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY VWO-N Vanguard Emerging ETF Market Call Tonight (BNN TV) 2017-10-12 $44.780

This is one if you want a broad exposure to emerging markets. Has a lot of the growthier types of names. A lot reside in China and a lot are in technology.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK WEED-T Canopy Growth Corp. Market Call (BNN TV) 2017-10-12 $13.070

It checks all the boxes.  They are geographically and growth type diversified.  They are getting into other areas also.  They have a strong management team.  (Analysts’ target: $11.50).

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
COMMENT ZEB-T BMO Equal Weight Bank ETF Market Call Tonight (BNN TV) 2017-10-12 $28.580

This ETF or individual banks?Seasonal patterns tell us that we are likely going to have strong markets in the last few months of the year. This ETF allows you to purchase a basket of the 6 Canadian banks, which gives you an equal weight in one shot. You are paying 62 basis points, but it does give you a diversified mix. You might want to consider the BMO Equal Weight US Banks (ZBK-T), which he likes for its leverage. Interest rates are moving higher and faster in the US, in an economy that is a little more on solid footing going forward. Canadian banks are fairly valued at this point but there is still runway for growth.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
TOP PICK 9984-JP SoftBank Corp Market Call Tonight (BNN TV) 2017-10-11 $0.000

A Japanese conglomerate, well known multinational Telecommunications/Internet sitting in Japan. Trading at a huge discount to its underlying holdings. Trades at around $99-$100 billion market cap, and at a 40% discount to some of the names they own. They just bought an investment in Matchbox, which is an open-source mapping technology for every single device in the world. A good way to play some of the underlying names like Ali Baba (BABA-N) and Nvidia (NVDA-Q).  Dividend yield of 0.7%. (Analysts’ price target is ¥11,750.00.)

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-11 $0.020

Market. We have synchronized global growth and low interest rates. The MIS increased its outlook for global economic growth. It was 3.2% in 2016, and has been upgraded to 3.6% for this year and 3.8% for 2018. The US and Canadian Central Banks have started to raise rates, and it looks like the UK may be the third. There is little inflationary pressure, so she doesn’t expect interest rate increases will be very rapid and will be well telegraphed. She likes financials generally, because a rising interest rate environment will help their margins, and improving economies will help their business.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-11 $0.020

Canadian Banks? She likes Canadian banks as a group. They’ve picked up in performance in the last few months, because they were flat, up until a few months ago. In this environment of an improving Canadian economy, it looks like energy problems are largely behind us and a rising interest rate environment is good for the banks. Forward P/E ratios are slightly above the 10-year historical averages, as is P/BV, another important valuation metric, where they are slightly below. They can kind of grow that mid-single digit 5%-7% earnings growth. All the banks have committed to a target payout ratio of 40%-50%. She owns Toronto Dominion (TD-T), Royal (RY-T) and Bank of Montréal (BMO-T), which all have US exposure which will be beneficial in a growing US economy.  She also owns Bank of Nova Scotia (BNS-T) which is in a higher growth area.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-11 $0.020

Market.We have a lot of things to be worried about geopolitically, a lot of interesting tensions such as NAFTA trade talks. Investors are propelling this market higher. Fresh money is coming in. Credit Suisse upgraded all the FAANG stocks just when you thought they couldn’t go any higher. A report came out talking about a melt up, and he couldn’t agree more. He is positioning on a strength-basis, but does have a “best before” date, and it is somewhere that leads into January, where we have to get very cautious. Between now and Christmas he is pretty positive. You have to stick with really good quality companies. Still thinks most people are under invested. He is pretty comfortable with where he is. It really feels like this wants to go higher, for at least the next 2 months.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
HOLD AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-10-11 $13.610

A good, long term investment. The yield is very attractive. If there is a spike in interest rates, all yields in utilities will pull back. The company has done well.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
PARTIAL SELL ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-10-11 $58.940

This has done very well. Growth through acquisitions. They’ve benefited from a lot of big oil companies getting out of retail. Have also bought assets overseas. They tend to integrate assets quite well. Because they are gas stations, there is a question about traffic weakening or electric cars, and what is going to happen to gas stations. Expects the company will make some moves to address that. The stock has never been priced inexpensively, and the multiple is quite full. If you’ve done well on this, it probably would be prudent to take some money off the table.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-10-11 $58.940

Metro is doing what he expected by selling some of their stake in this company, to fund their Jean Coutu (PJC.A-T) purchase. Valuation is attractive, and they are going to put a whole bunch of Tesla stations in their locations. Dividend yield of 0.6%. (Analysts’ price target is C$72.)

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2017-10-11 $53.760

Inter Pipeline (IPL-T) or Brookfield Infrastructure Partners (BIP.UN-T)? She would encourage Canadians to look outside of Canada, so Brookfield Infrastructure would probably offer more opportunities. Also, there is not as much exposure to crude oil prices as Inter Pipeline would have.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
PAST TOP PICK BOFI-Q BofI Holding Market Call Tonight (BNN TV) 2017-10-11 $27.460

(A Top Pick Oct 6/16. Up 23%.) Also known as the Bank of the Internet. They take high interest deposits online, make niche loans and jumbo mortgages to really wealthy foreign nationals. Something that caused him some consternation is that there are a whole bunch of extraneous lawsuits and some regulatory examinations, and it is hard to say what was really going on. They got cleared on all of them.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT CAT-N Caterpillar Market Call Tonight (BNN TV) 2017-10-11 $128.600

This was basically left for dead and everybody was very negative on it. It hit a low in late January 2016, and has rebounded nicely. It was a long, long decline for the better part of 2 years, and then finally started to turn around, and it is breaking out again. This is its first break-out in 6 years. This is probably a pretty positive thing for everybody in the world, because it means very, very hard-core resources and commodities are getting moved around.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-10-11 $63.940

This grows by acquisitions as well as some organic growth. A relatively well managed company. A lot of their earnings come from outside of Canada. This is one she watches, but it always trades at a premium. Would take a closer look if there was a pullback in the stock.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC No View
PARTIAL BUY CGX-T Cineplex Inc Market Call (BNN TV) 2017-10-11 $38.650

Fell back on a weak quarter because of a weak slate of movies. The next quarter will also be weak. For new clients, she buys a half a position, and slowly eases into it. There is nothing structurally wrong with the company, so doesn’t think the stock price will drop much further. It always trades at a premium to its US peers because of the large market share they have in Canada, over 80%. They have other revenue streams that are diversifying and growing, such as their rec rooms which have been doing quite well. Bringing E gaming into their theatres, and that sport seems to be gaining momentum. In a few years, those extras will make them less reliant on the movie slate.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
HOLD CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2017-10-11 $41.500

A name she would potentially add to her portfolios if she wanted to increase her energy exposures. There is very little visibility in the next 12 months, because everyone is questioning if oil prices are going to move up. This one has held up relatively better than most of the producers.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC No View
PARTIAL SELL CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-10-11 $33.590

Got under-loved and underappreciated, and the P/E ratio got down sub 10 at some point. A great company and well-managed, and they have the ability to buy some of their competitors. Still not a great name for him and probably wouldn’t make it into his portfolio. If you own, consider trimming some of it back.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
DON'T BUY CXR-T Concordia International Corp Market Call (BNN TV) 2017-10-11 $1.490

She wouldn’t be buying this now, even though the stock price has come down dramatically from what it was a few years ago. This has only been public for about 4-5 years, and they’ve been buying assets. There is a lot of pricing pressure on the drugs they bought and paid a lot for. Has a lot of debt on their balance sheet. Debt to Enterprise EBITDA is over 11X. There is a big question as to how they are going to repay the debt when it comes due. Based on what they have now, it doesn’t seem sufficient.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY DIS-N Walt Disney Market Call (BNN TV) 2017-10-11 $98.550

She is buying this for her new clients. The media sector as a whole has had an overhang, in terms of how people are consuming media and how it is going to be priced going forward. What they have going for them is their content and the type of content. ESPN is a big overhang, because people are streaming and not buying the big cable packages. Sports is a type of medium that people generally want to watch live. They announced they’re going to launch a consumer product for ESPN next year. Eventually they see it as a “pick and pay” where you can choose specific shows. They’ve also announced a consumer product for 2019 for their Disney content. For a long-term investment, this is an attractive entry point.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
PAST TOP PICK ENB-T Enbridge Market Call (BNN TV) 2017-10-11 $51.980

(A Top Pick Oct 12/16. Down 6%.) Hadn’t done as well as expected. It is a pipeline stock and is interest sensitive. Rising interest rates have worked against all interest sensitive stocks. In the last few months, anything energy related had investors backing away, which hit the pipelines. They also have the Line 3 replacement in their backlog, and still have to get Minnesota’s regulatory approval. In a slowly rising rate environment this is quite attractive, and you are getting paid to wait. She would still be a buyer.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-10-11 $51.980

The 4.7% yield is attractive. Reading the reports on the street, everybody was happy with their growth plans, and more specifically, comfortable with the ability to pay their dividends.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
HOLD ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2017-10-11 $32.210

This contains Enbridge’s (ENB-T) mainline assets. There is probably less growth than there is in Enbridge the parent, but the yield is higher. Thinks the dividend is safe, but there is probably less growth. Dividend yield of 6.4%.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY FIH.U-T Fairfax India Holdings Corp Market Call Tonight (BNN TV) 2017-10-11 $17.955

Not as familiar with this as he would like to be. It is denominated in US$s. He believes in Prem Watsa and what he is doing. The India story is really attractive, and he seems to be playing this properly. At an $0.80 dollar, you are better buying this then at a $0.72 dollar.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK FTS-T Fortis Inc. Market Call (BNN TV) 2017-10-11 $45.460

(A Top Pick Oct 12/16. Up 14%.) An electric utility, so it is insulated from commodity exposure. She likes the US acquisition they did, which really expanded their presence in the US. 60% of earnings will be coming from the US. They’ve indicated they can increase their dividend by 6% annually until 2021.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
HOLD GE-N General Electric Market Call (BNN TV) 2017-10-11 $23.070

This has lagged the market and its industrial peers. They have gone through a lot of change, getting out of their financial services in order to grow their industrial segment. Have a new CEO and there will be a new CFO coming in. Earnings target for next year was set by the previous CEO, but that is probably not going to be made and the stock has been coming up. The dividend yield is over 4%. Even high quality industrial companies tend to have a yield of around 2.5%, so the company may reset the dividend.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC No View
DON'T BUY GE-N General Electric Market Call Tonight (BNN TV) 2017-10-11 $23.070

Buy or Value Trap?He is going to have to go with a Value Trap. The stock just broke below its all-time low going back to January 2015. He would rather come back and buy it at $28 after it has moved up.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT GEM-N Goldman Sachs ActiveBeta Em Mkts Equity ETF Market Call Tonight (BNN TV) 2017-10-11 $34.610

A lot of ETF’s are static in nature, and are truly passive, 30% China, 30% Russia, 20% India, etc. What is attractive about this one is that you have the bright minds in Goldman Sachs. It is an actively managed ETF. They are not just statically buying a basket, they could go to 0% China if they wanted. MER is only 20 basis points.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK HBG-T Hub International Market Call Tonight (BNN TV) 2017-10-11 $44.440

(A Top Pick Oct 6/16. Up 23%.) This bank ETF was interesting to him because it was actively managed, Cdn$ denominated and with mostly foreign exposure.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
HOLD HD-N Home Depot Market Call (BNN TV) 2017-10-11 $165.250

This will benefit from hurricane reconstruction, but that is short-term temporary. The reason to own is because of the GDP growth in the US and the increasing household formations. Over two thirds of existing housing is over 30 years old, which is positive for renovators. Also, household turnovers and employment levels are improving. New housing inventory is very low in the US, so more people are choosing to stay in existing homes, and to renovate and upgrade. The one retail sector that has been relatively insulated from Amazon (AMZN-Q). Wait for a pullback.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
HOLD INTC-Q Intel Market Call (BNN TV) 2017-10-11 $39.300

Pays a pretty attractive yield. Has a lot of cash. Transitioning from their PC related end markets to higher growth markets. Semiconductors generally have done quite well. With improving economies, it is probably a relatively safe holding. Dividend yield of about 2.7%.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT IPL-T Inter Pipeline Market Call (BNN TV) 2017-10-11 $25.960

Inter Pipeline (IPL-T) or Brookfield Infrastructure Partners (BIP.UN-T)? This is primarily all Canadian although they have some assets in Europe. She would encourage Canadians to look outside of Canada, So Brookfield Infrastructure would probably offer more opportunities. She likes them both and they both provide attractive yields.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
TOP PICK JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-10-11 $136.650

The US$ has weakened against all currencies this year, and for US multinationals that is going to be a nice tailwind for them. About 50% of revenues come from North America. About 45% of revenues come from the pharmaceutical division, and then they have the medical devices and the consumer products division. Their Pharma division has really started to show nice organic growth, and investments in their pipeline are paying off. Going forward, management has indicated they expect to file 10 new products by 2019 with revenue potential of $1 billion, so she sees good visibility in the pipeline going forward. Organic growth is picking up. They increase the dividend every year and have done so for the last 55 years. Dividend yield of 2.5%. (Analysts’ price target is $142.)

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT KXS-T Kinaxis Inc Market Call Tonight (BNN TV) 2017-10-11 $71.360

Sold this in late June. The issue is that they did an earnings report in August, and everybody was disappointed and they lowered their guidance. The main culprit is the loss of a very good Asian client. It wasn’t anything the company was doing, but that the Asian client wasn’t paying their bills. They have more and more partners penetrating more and more markets and, as a result had to pay out more in commissions. It will end up shooting out a better share price. However, the negative is that expectations are extremely high. He would like to get back into this at some time.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
TOP PICK MDLZ-Q Mondelez International Market Call (BNN TV) 2017-10-11 $41.710

About 25% of revenues come from the US and about 40% is from emerging markets. The stock hasn’t done that well this past year, which is why it is a Top pick. As disposable income increases in emerging markets, it is going to increase the sale of more packaged foods. They are the global leading snack food manufacturer. Have been building out their footprint in the emerging markets. The last year has been difficult with a strong US$. We are starting to see improving economic movements in those markets. The long-term trend of increasing consumption of packaged foods and goods plays into this company very well. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
HOLD MFC-T Manulife Financial Market Call (BNN TV) 2017-10-11 $25.910

They are going to overcome the problems they had in the Power Financial crisis. A new CEO is coming in. She likes their positioning in Asia, a faster growth market. They seem to have worked through some of the legacy US problems they inherited with some of their acquisitions. She doesn’t see them exiting their John Hancock US position totally. Dividend yield of 3.2%.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-10-11 $68.270

Has been doing well on the back of September auto sales. She wouldn’t annualize that, as it was part of the positive on the hurricanes. Auto sales in the US have been running at about 17 million, but at about 18.5 million in September. The sector is always kind of cheap, and the valuation is always attractive. If she were going to any of these, this would be the one she would add. Meanwhile the trade overhang with NAFTA should be allowed to play out. It is on her watch list.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT MRU-T Metro Inc (A) Market Call Tonight (BNN TV) 2017-10-11 $41.990

Selling their Couche-Tard shares and buying Jean Coutu (PJC.A-T). Amazon (AMZN-Q) is entering the market with their purchase of Whole Foods. A very competitive space now. Besides the issue of having price competitiveness, you also have the minimum wage situation coming.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT NVDA-Q Nvidia Corp Market Call Tonight (BNN TV) 2017-10-11 $190.940

He exited his position on a pullback this summer. Thought it couldn’t go any higher, but regrets selling it. They seem to be in the right place at the right time, and seemed to be in everything for the last 2 years. Their latest craze is there foray into autonomous driving. Have even signed a big deal with DHL in Europe in autonomous delivery trucks. Seems to be in the right place in a lot of different areas.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT NWL-N Newell Brands Inc Market Call Tonight (BNN TV) 2017-10-11 $43.170

This was a good investment recommendation for about 4 years. The initial negative was on Hurricane Harvey, because the company said that a lot of their chemicals were going to be in short supply. That, along with stop losses, got him out with a gain of about 35%-40%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
TOP PICK PI-Q Impinj Inc Market Call Tonight (BNN TV) 2017-10-11 $37.080

The IMPINJ enables wireless connectivity across all kinds of devices. What they do that is a bit different from RFID (radio frequency identification) in that they are passive, meaning it is powerless, doesn’t need a battery. They have an alliance called RAIN, which is organized by Google, Intel and AIM. They have the ability to have little tags on clothing to tell prices, inventory, etc. Extremely volatile and not for the faint of heart. (Analysts’ price target is US$49.00.)

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2017-10-11 $43.110

In the infrastructure industry. She likes the Veresen acquisition, located in the Montney region in Alberta and BC, which closed earlier this month. A very low-cost region where producers can make a reasonable return even at these low prices. The company is well positioned to service that area. Veresen also presents more longer-term opportunities, such as Jordan Cove. This is more for the income investor. Dividend yield of 5%, which she expects could be increased. (Analysts’ price target is $50.)

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
HOLD PYPL-Q PayPal Holdings Inc. Market Call Tonight (BNN TV) 2017-10-11 $67.780

A beautiful, beautiful stock. Went from about 190 million accounts to 220 billion accounts, with 70% of them active. A lot of those active accounts, are doing 30 transactions a year, whereas 2 years ago they were doing 20 transactions. All the metrics are pointing in the right direction.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-10-11 $118.400

One of his Top Picks about 45 days ago. Recommended it in late August and got in at a good price, and had been up 25%. He uses stop losses, and on the first tweak he saw from Citron, he exited his position. As a result, he lost 6%-7%. It is going to be a real tug-of-war for the next couple of days. All the analysts have not budged. We need to see this play out for a while. He is cheering for the company.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
WATCH SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2017-10-11 $56.960

The stock has recovered from when they had the problems with their bribery charges. Have new management now. Earnings have been relatively flat for the last year, so they’ve done some acquisitions this past year, with the larger one being in the UK. The Atkins acquisition makes them much more global. Wait to see how the integration goes with the acquisition.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2017-10-11 $42.990

Buy or Sell?The chart shows that it is a very frustrating stock to own, but a great company. He prefers owning the BMO S&P/TSX Oil & Gas ETF (ZEO-T). Or you could buy the iUnits S&P/TSX Capped Energy ETF (XEG-T), which is 26% Suncor. If you are interested in the energy space and want to make a lot of torque, look at the energy space in the small energy names.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK WFM-Q (Dead) Whole Foods Market Inc. Market Call Tonight (BNN TV) 2017-10-11 $41.990

(A Top Pick Oct 6/16. Up 43%.) Acquired by Amazon (AMZN-Q), which he had felt would happen.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK WHR-N Whirlpool Corp Market Call (BNN TV) 2017-10-11 $176.910

(A Top Pick Oct 12/16. Up 12%.) The world’s largest appliance manufacturer. In developed markets, it is more of a replacement demand and there was a replacement cycle going on. They recently won a ruling on antidumping by 2 of their largest competitors. In emerging markets, the penetration of appliances in households is very low compared to the US, and she is expecting increased demand for appliances.

Christine Poole NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT XEG-T iUnits S&P/TSX Capped Energy ETF Market Call Tonight (BNN TV) 2017-10-11 $11.790

This is more interesting than ever before. Toronto has got a little bit of its mojo back. September was a great month for the oil space in the TSX index. You might want to look at some smaller cap names to give you more torque.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT ZDY-T BMO US Dividend ETF Market Call Tonight (BNN TV) 2017-10-11 $28.270

A 2-5 year hold?A good ETF with about a 30-basis point MER. Keep in mind this really is a ranking on a three-year dividend growth. It re-constitutes its holding every 6 months. You are probably seeing pretty high valuations, which would be a little bit concerning. One of the simplest things you could own.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-10 $0.020

Market. Started the year thinking we were going to see a 3% 10-year yield in the US, but has come back from that. Inflation hasn’t reversed course badly, so is not looking at deflation. No indicators are pretending a higher 3%-4%. Very positive on the US and European side, which are taking a very slow and steady approach. Making great strides towards not pushing rates up too aggressively. If they can just gradually move along, there are no inflation pressures and it doesn’t have to be rushed, so he is quite sanguine going into the remainder of the year.

Cameron Hurst US EQUITIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-10 $0.020

Market.It seems American business is ignoring all things political and the White House. The US economy is growing, unemployment is in pretty good shape and manufacturing is doing well. They seem to be ignoring all the tantrums that are coming out of Washington. He is hoping for some deregulation that would make things a lot easier for banks and get them back active in the market again. The Dodd Franks act is much too restrictive. If we don’t see that, midterm elections are coming up with more Democrats running than Republicans, which could change the dynamics.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-10 $0.020

ETF for Canadian Reset Preferreds 5 year laddered?There are 2 available. ZPR-T from Bank of Montréal where they are all rate resets or HPR-T from Horizons that are two thirds resets and one third fixed. Regarding the laddering, he doesn’t think that comes into play. Both have good yields. The one from BMO is going to be a little more volatile depending upon the rates.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-10 $0.020

Favourite bank for covered calls?One thing he looks at on covered calls is when the stock goes X dividend date, because you want to try and maximize the dividends you get within the 6-month Call period. You have to factor this into your calls. You want to capture as much as you can. He likes Royal (RY-T) and TD (TD-T), because they have a lot of US exposure.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-10 $0.020

A long-term tech ETF for a grandchild?There are a couple of routes you can go. You could look at the Power Share QQQQ (QQQ-Q) or the BMO NASDAQ 100 Equity Hedged-Cdn$ (ZQQ-T), or you could do a little of both.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-10 $0.020

Fixed income or bond ETF?There are a lot of them. A couple of things you should look at. Whenever looking at an ETF, forget about what the yield says. Go onto their website and look at “yield to maturity”. That is far more important than the current yield. Look at what their distribution yield has been over the past year. If the current yield is 3% and the yield to maturity is 2.2% and the distribution is 2.4%, that is somewhere what you are going to be getting, not 3%. You should also look at the duration of the portfolio. An ETF he recommended last year was just taken over and was going to put into a bond portfolio. The bond portfolio has a duration of 8.6 years, which is too long. If the duration is between 3 and 6 years, on any increase in interest rates you are going to get beaten up. You could look at BMO Aggregate Bond Index (ZAG-T) and/or something like iShares DEX Short Term Bond (XSB-T), about two thirds government and some corporates. There is also iShares Conservative Short-Term Fixed Income Fund (XSC-T).

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-10 $0.020

Do you agree with no hedging in your ETF’s?He uses a lot of hedging, simply because of concerns about a decline in the US$.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-10 $0.020

An AI ETF?There is Robo-Global Robotics and Automation (ROBO-Q) and Global X Robotics & AI (BOTZ-Q). This is an area that is going to be increasing in the future, but you also want to make sure that there are some earnings as otherwise it is just speculation.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN Unknown View
Showing 241 to 300 of 169,431 entries
<< < 3 4 5 6 7 > >>