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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
  
DON'T BUY FTS-T Fortis Inc. Market Call (BNN TV) 2014-09-12 $34.340

They have a big deal to buy an Arizona public utility. This is a good deal and provides a little bit of growth. He would actually prefer Bell Canada (BCE-T) over this. This is in the low growth area and will definitely be affected by higher interest rates. He would prefer a pipeline to either of these.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2014-09-12 $27.840

He doesn’t have a lot of investments in gold. A little on the bearish side of gold right now. Quite cheap at these levels.

James Telfser CANADIAN CAUTIOUS No View
HOLD GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2014-09-12 $39.270

A great company to own and one of the larger tech companies in Canada. Well-run. The most exciting thing is their ability to do deals. Healthcare has held the stock back a little bit, but he wouldn’t be concerned as it is all short-term noise.

James Telfser CANADIAN CAUTIOUS No View
HOLD HWO-T High Arctic Energy Services Inc Market Call Tonight (BNN TV) 2014-09-12 $5.160

This is a really interesting name. Do a lot of work in Papua New Guinea, but have a big Canadian operation as well. Also, have a lot of heli-rigs. He is very positive about the story. Extremely cheap with a nice safe dividend. 3.5% dividend yield.

James Telfser CANADIAN CAUTIOUS Unknown View
PAST TOP PICK IFP-T Interfor Corp Market Call (BNN TV) 2014-09-12 $16.670

(A Top Pick Sept 11/14. Up 32.69%.) There are only a couple of years out of a decade where you want to own lumber stocks. He had captured this at the start of US housing and the start of lumber prices. He sold his holdings and replaced it with a Top Pick. (See Top Picks)

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2014-09-12 $22.240

Thinks that inevitably higher rates are coming in. This is a nice combination. Just raised the dividend. Good earnings growth. Also, if rates go up faster than you think, this will be one of the beneficiaries. The Standard Life acquisition is accretive. Yield of 2.70%. Looking for $25 a year from now.

$25 in 12 months. Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-09-12 $122.580

(Market Call Minute.) Sold his holdings recently because it had been a triple for him. He has Martinrea (MRE-T), a smaller version, and he thinks there is way more catch-up in it.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
HOLD MX-T Methanex Corp Market Call Tonight (BNN TV) 2014-09-12 $77.090

Its main input cost, natural gas, has been drifting lower. Also, methanol prices have been firming up. Has had a nice move up. Valuation at these levels is pretty firm, so wouldn’t be chasing it, but if you own, you could hold it for a little bit more. Very volatile.

James Telfser CANADIAN CAUTIOUS No View
STRONG BUY PD-T Precision Drilling Market Call (BNN TV) 2014-09-12 $12.620

(Market Call Minute.) Likes this. It has pulled back with the energy, but price related, it is activity related. Thinks this is an out and out Buy.

Bruce Campbell (1) CANADIAN LARGE BULLISH Unknown View
PAST TOP PICK PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2014-09-12 $20.040

(A Top Pick Aug 27/13. Up 23.73%.) Very stable company. They make acquisitions including a train yard, which is tapping into the “crude by rail” concept. Nice dividend.

James Telfser CANADIAN CAUTIOUS Unknown View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2014-09-12 $38.060

A little bit weather related. Crops are going to be truncated and farmers won’t be quite as wealthy. You might find they go easy a little bit on fertilizers in the next planting season. He prefers Agrium (AGU-T) which makes a spread on their retail side in their earnings.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
PAST TOP PICK POU-T Paramount Resources Market Call (BNN TV) 2014-09-12 $60.400

(A Top Pick Sept 11/14. Up 82.88%.) They had a deep cut facility, so wet gas with lots of condensate and liquids. They have done exactly what they said they would. They are just on stream and we are now starting to see the benefits. There will be a doubling in cash flow going forward in the next couple of years. His one-year target is $75.

$75 in 12 months Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
BUY on WEAKNESS PSK-T PrairieSky Royalty Market Call (BNN TV) 2014-09-12 $35.950

Encana (ECA-T) has decided to Sell the rest of their position and did it at a fair discount. He had got some of the issue and sold it when it ran up. Stock has now been sloshing around. His feeling on value is $38-$40. He would like it $1-$2 down before it would be a Buy.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
HOLD REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2014-09-12 $26.330

He continues to hold some REITs, including this one, in his client accounts. This is going to be volatile. Came off with the taper tantrum in 2013, but he doesn’t think this is going to happen this time around. This one is fine for the long-term. They have some of the best properties in Canada.

James Telfser CANADIAN CAUTIOUS Yes View
HOLD S-T Sherritt International Corp. Market Call (BNN TV) 2014-09-12 $3.820

Nickel prices have gone to $9, but doesn’t seem to drag this one along. Right now they are in the midst of refinancing and rejigging their balance sheet. Sold their coal assets for roughly $900 million. They are just restructuring. Have 3 debt issues that mature 2015, 2018 and 2020, and they are changing that to 2018, 2020 and 2022, and taking enough in that they’ll fix the balance sheet. NAV is over $10. It should be higher, but there is no US involvement because of Cuba. He prefers HudBay Minerals (HBM-T). If you have some patience, it is super cheap and should move over the next few quarters when they demonstrate higher earnings.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
BUY SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2014-09-12 $57.440

This is a great, long-term hold story. It is going to go up and down with their pipeline. They do a lot of big projects. He would be really comfortable with this, even at these levels.

James Telfser CANADIAN CAUTIOUS Unknown View
TOP PICK SVC-T Sandvine Corp. Market Call Tonight (BNN TV) 2014-09-12 $3.020

They’ve had an outstanding run over the last 2 years. Went from disappointing the Street for a while and it took a few quarters to get credibility back. Had 20% year-over-year revenue growth for about 6 quarters in a row. Just announced that revenues are not going to come in as high as they thought, so it looks like it is going to be roughly flat year-over-year revenue growth this quarter. Longer-term, this is undervalued versus its peers. Thinks they will make up those revenues in the coming quarters.

James Telfser CANADIAN CAUTIOUS Yes View
PAST TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2014-09-12 $57.770

(A Top Pick Sept 11/14. Up 32.07%.) A core holding which he trims and Buys a bit here and there. This has been his highest percentage weighted bank. Really likes it for the US exposure, relative safety and how well managed it is.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
PARTIAL BUY TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-09-12 $8.960

Likes this space. Prefers Canelsen Drilling (CDI-T), but it has been hurt also. He would look at this as the time to “dollar cost average”. Doesn’t look like this is going to be a long-term rout in oil/gas prices.

James Telfser CANADIAN CAUTIOUS No View
DON'T BUY THI-T Tim Hortons Market Call (BNN TV) 2014-09-12 $88.310

The merger will be in Canadian funds. Trading at a discount for the time value of money. There is still a little bit of uncertainty. Would be a buyer of this unless it falls.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
COMMENT THI-T Tim Hortons Market Call Tonight (BNN TV) 2014-09-12 $88.310

The acquisition by Burger King (BKW-N) is giving them growth and a stable company in a stable jurisdiction. If you don’t own this, he definitely would not be buying it here. If you own, you might think about taking profits on it.

James Telfser CANADIAN CAUTIOUS No View
TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-09-12 $50.860

Down 15%, so you can buy this at almost an average multiple, which is the 1st time you have been able to do that for years. Great track record and great management team. Thinks production BOE’s per day goes from 120 this year to almost 250 by 2015, a double.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
HOLD VCM-T Vecima Networks Inc. Market Call Tonight (BNN TV) 2014-09-12 $8.000

Hasn’t followed this for a long time. Had a nice run, so something is definitely happening. This is a big free cash flow gusher. Reasonably valued.

James Telfser CANADIAN CAUTIOUS No View
HOLD VET-T Vermilion Energy Inc Market Call (BNN TV) 2014-09-12 $66.150

Mostly in France, so politically safe. Good, long-term production growth. Pays a dividend. Good, solid Hold.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
TOP PICK WEF-T Western Forest Products Inc. Market Call (BNN TV) 2014-09-12 $2.460

A US lumber play, offshore Asia as well. Nice mix of lumber and log. Highest dividend in the group at 3.32%. Good free cash flow generator. Have about $150 million in assets on the books that he thinks they will sell. The coming quarter will be a little soft because of forest fires in BC. Thinks things will go very well for the next few quarters.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
DON'T BUY WIN-T Wi-Lan Inc. Market Call Tonight (BNN TV) 2014-09-12 $4.190

A very unpredictable company. If you look at all of the lawsuits coming down and the cash that they could potentially get, it would be undervalued. If they lose any of those, it is a significant hit. This is for play money only.

James Telfser CANADIAN CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-11 $0.020

Markets.  Most bull markets end with monetary tightening when the economy gets overheated, but there just isn’t signs of that happening.  Share buybacks are helping and are partly due to low interest rates.  They borrow to buy back stock.  There is complacency out there so you have to be careful.  Year 3 of the presidential cycle typically does well after a weak year 2 but year two was strong in this case.  You see a 10% decline in markets once every 28 months and we are in month 34.  You can wait a long time for a decline.  The complacency level concerns him because investors become vulnerable to a shock.  Margin levels are high again.  This is one sign that you have to be careful.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-11 $0.020

Markets. He can see some choppiness going forward given geopolitical tensions that are happening, as well as negative seasonal tendencies typically this time of the year, when the volatility index normally jumps by about 15%-16% on average over Sept. and Oct. There are also concerns as to when interest rates will rise in the US in terms of Fed fund rate. Plus concerns over China’s economic recovery. Still believes there is a strengthening US economy. We’ll see a grind higher in equities. It’s just in the near term there could be time for a bit of a pause. You’ll need positive earnings trends to continue and corporate earnings to continue to do OK. If you apply an expected $130 earnings per share on the S&P over the next 12 months, and multiply that by the 17 multiple that we have right now, that gives you $2,210 on the S&P, about an 11% return. He is looking for a 4%-5% pull back. Doesn’t really see a correction in the stock market unless there is an earnings recession and he doesn’t see that at this point. He is sitting on 10%-12% cash at the moment.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2014-09-11 $101.430

He’d be a trader.  iPhone is 70% of their revenue.  There is a lot of hype around new product launches.  Thinks the iPhone 6 will be the largest launch in its history.  A lot of users have been waiting for a bigger screen.  A lot of people will upgrade, but he can’t see what they do after this.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC No View
DON'T BUY AC.B-T Air Canada (B) Market Call (BNN TV) 2014-09-11 $8.720

Cheaper oil prices should be a huge lift for airline stocks.  They are expanding capacity on the Atlantic.  He is not a buyer.  He is concerned about Delta setting up an international hub in Seattle.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
HOLD ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-09-11 $67.470

Largest publically traded multi location dealer in Canada.  They buy dealerships where the owner wants to retire and has no succession plan.  The stock got ahead of itself earlier the year and so you are seeing a pullback based on valuation.  Hold if you own it or watch it otherwise.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
BUY AL-N Air Lease Market Call (BNN TV) 2014-09-11 $37.200

Run by the pioneer of the airline leasing industry.  There is room for new players, but they are so entrenched that he is still comfortable with it.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Yes View
WAIT AVO-T Avigilon Corp Market Call (BNN TV) 2014-09-11 $20.000

Pulled back because earnings missed expectations.  They want to invest more in the future.  Suspects their business is hitting the wall.  55% growth margin in the most recent quarter. 

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-09-11 $16.570

Generally speaking he likes the US financials. Prefers Citigroup (C-N) and J P Morgan (JPM-N) as well as Wells Fargo (WFC-N). They are all trading at discounts to where they should be. This one is trading below Book Value, which is pretty cheap, compared to where it should be. There is a lot of regulatory noise around larger banks. Once we get past those stages, the banks should continue to do well.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC No View
TOP PICK BIDU-Q Baidu.com Market Call (BNN TV) 2014-09-11 $220.020

The Google of China.  In two years they figure the Internet economy will be the same size as in the US and they will be as big as Google.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK BOFI-Q BofI Holding Market Call (BNN TV) 2014-09-11 $77.670

(Top Feb 06/13, Down 1.80%) They just announced their latest quarterly results and net income was up 40%.  Loan portfolio up over 40%.  They expect 30% going forward on a 15 PE.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Yes View
HOLD CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2014-09-11 $91.960

Celgene (CELG-Q) or Gilead Sciences (GILD-Q)? If he had to choose one, it would be Gilead because it trades at a better valuation.  Not that Celgene is trading at a bad valuation, trading at a .86 PEG ratio versus .5 for Gilead. He likes both names.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY CFN-T Carfinco Financial Group Market Call (BNN TV) 2014-09-11 $8.240

There is increasing competition in the sub-prime auto lending area and they did an acquisition that is taking time to digest.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2014-09-11 $40.610

Stock has been hampered a little bit by not having a lot of great content this summer that they normally would. There’s really not a lot coming up into the holiday season. However, going into next summer there is quite a bit of star movies coming out. Likes the name.  Decent yield at 3.7%. Extremely strong management.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC No View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-09-11 $45.330

A very dominant producer in the western Canada space. International operations in the North Sea and West Africa. Extremely well managed. Have grown very well through solid management and corporate acquisitions.  Very low cost production at $50 a barrel. Enormous stream of future expected cash flow. $5.5 billion to $6.5 billion. Dividend yield of 1.95%, which should grow by 10% a year over the next few years.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2014-09-11 $80.200

22 times earnings, 12% revenue growth rate for this year, which is higher than other railways.  Prefers it to CP-T, but would not buy either right now.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
HOLD CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-09-11 $80.200

Likes the industrial space and the rails. However he likes Canadian Pacific (CP-T) a bit more, which seems a little bit cheaper in terms of different valuations. However, they are both great.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Unknown View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-09-11 $42.340

They had a great year.  They have had success with their completion process.  Water flood techniques are being put into a fuller scale.  The recent acquisition will be very accretive. 

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-09-11 $25.180

Some of the big technology names have done quite decently. This one has done OK. It’s up about 6.5%. Thinks they are still trying to find their way. He would probably look at more interesting names, whether in the semi-conductor space or the larger cap names. Earnings are OK, just not robust.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Unknown View
BUY CSU-T Constellation Software Inc. Market Call (BNN TV) 2014-09-11 $273.500

The outlook is positive.  They buy small software companies that give them a good return on their investment.  They are an organic grower.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK CTSH-Q Cognizant Technology Solutions Corp. Market Call (BNN TV) 2014-09-11 $45.040

(Top Feb 06/13, Down 5.10%) He has been in for two years.  They had over a dozen years of revenue growth, double digit.  They lowered their guidance recently and that caused the stock to fall off.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY DHX-T DHX Media Market Call (BNN TV) 2014-09-11 $8.090

The company is going to grow and he expects them to succeed.  They had a private equity investor who sold $130 million in stock and two board members left the board.  So he is on the sidelines.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC No View
BUY ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-09-11 $24.670

Thinks they are executing well. Natural gas is recovering over the last couple of years. It is important to have this type of name in your portfolio. Energy prices have taken a hit recently, but thinks this is short lived, once we realize that the US and global economies are still on track.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Yes View
BUY EEM-N iShares MSCI Emerging Market ETF Market Call Tonight (BNN TV) 2014-09-11 $44.260

Emerging Market ETF’s? This is a name that he likes. In Canada there is a Canadian hedge version XEM-T. One thing to note is that it does hold a large percentage of South Korea, which he likes because it gives you both diversification and stabilization in a portfolio.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK EFN-T Element Financial Market Call (BNN TV) 2014-09-11 $14.160

(Top Feb 06/13, Up 10.42%) They are doing everything they said they would. They are exceeding their guidance.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK FEZ-N SPDR Euro STOXX 50 E.T.F. Market Call Tonight (BNN TV) 2014-09-11 $41.010

(A Top Pick Sept 5/13. Up 18.31%.) The ECB has come in and lowered rates a bit more. He still likes Europe. Watching to see what happens in the next couple of quarters, but he feels this is still in a recovery mode.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Yes View
BUY GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-09-11 $106.390

They have a blockbuster drug in the Hep C space, but they are involved in HIVA’s and other types of drugs as well. There is always going to be a fair amount of competition, but they are first out and are going strong at this point. Thinks it is cheap at 13X PE with probably a 25% long term growth rate. PEG ratio is .5, which is very low.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY GPRO-Q GoPro Inc Market Call (BNN TV) 2014-09-11 $68.280

A surfer that had trouble filming his action 10 years ago started a company.  There is too much hype around the stock right now so he would stay away from it.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
WAIT HD-N Home Depot Market Call (BNN TV) 2014-09-11 $89.220

Had a big jump up, but revenue growth is only 4%.  It may come down or it may stay there for a while.  PE is rich.  Their renovation component is what is driving their earnings.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY IBM-N IBM Market Call (BNN TV) 2014-09-11 $191.720

About 11% revenue growth, total, in 10 years.  They reduced shares by 35%.  So the benefit was share buy backs.  There is not enough upside in his opinion.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
TOP PICK JMEI-N Jumei International Holding Market Call (BNN TV) 2014-09-11 $27.530

China is downshifting so they rely less on commodity intensive growth and more on consumer consumption.  Mail order and online sales are taking off there.  This is a Speculative Top Pick.   They are the number one online retailer of cosmetic products in China.  They are the one with the most reliable supply or products.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-09-11 $59.760

(A Top Pick Sept 5/13. Up 17.81%.) Still likes the name. With the recovering US economy, housing market getting better and the capital markets getting better, this stock should continue to do well. Regulatory issues are still hampering a lot of these large cap US banks. This is trading at just around Book Value, as well as 10X forward PE, which are both cheap. 2.7% yield, which he expects to grow by about 8% a year over the next 3 years or so.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Yes View
HOLD KORS-N Michael Kors Holdings Market Call Tonight (BNN TV) 2014-09-11 $75.660

Continues to be a great name. Some of the weakness can be contributed to consumer discretionary names weakening a bit. There are also some current concerns on inventory build in the company. Currently trading at 17X forward earnings. With a 23% long term growth rate, that gives a PEG ratio of .7. Anything under 1 is quite good in this environment. Expanding their retail presence in North America with 400 stores expected. Only 20% of revenues are coming from outside North America.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Yes View
WATCH LULU-Q LuLulemon Athletica (US) Market Call Tonight (BNN TV) 2014-09-11 $43.730

Big move by the stock today and he was a little bit surprised by the magnitude of the move. Wondering if there is some Short covering. Would be cautious on this going forward until you see a little bit more evidence that there is an actual turnaround. There is very fierce competition out there.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Unknown View
TOP PICK MDLZ-Q Mondelez International Market Call Tonight (BNN TV) 2014-09-11 $35.750

One of the world’s largest snack companies. $34 billion in US global net revenues. 40% of its sales come from the high growth developing markets. Trading at 19X forward PE. 15% long term growth. That’s a 1.3X PEG ratio, a big discount to its peer group. Dividend yield of 1.68%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC Yes View
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