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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
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2013-08-21 $0.020

Markets. Expects 2013 will be the same as 2010, 2011 and 2012 where expectations will come down and markets will provide better opportunities. Going forward, he is shifting his focus from Canada to the US.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2013-08-21 $0.020

Loblaw’s (L-T), Sobey’s, Canadian Tire (CTC.A-T), and Hudson Bay (HBC-T) are thinking of spinning off their real estate into REITs, which one would you purchase? Would you suggest the company stocks or wait for the IPO? (Loblaw’s is the only one that is trading at this time under the name of Choice Properties (CHP.UN-T)) Everyone is doing it and who knows what is next. It really comes down to the interest-rate environment. When rates are going up, these types of investments go down. He found that Choice Properties was a little bit more favourable to the parent company. Would prefer to own the common shares of the underlying company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-11-19 $0.020

Markets. Feels this bull market is pretty long in the tooth. His models are telling him that it is about 30% overvalued from here. Has primarily been driven by low interest rates, central banks flooding the system with money and a forced movement into equities, based on where yields are and what bonds are paying. Until governments and banks stop doing this, you will see the market continue going forward. At a certain point people are going to say that there is a certain price that they will pay, but if valuations keep going this could impede them going forward. This bull market corrects a little, consolidates and then goes higher again. He takes advantage of these corrections.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-07 $0.020

Markets.  In the Tech sector the valuations came off quite quickly.  It is profit taking.  It is a correction within a bull market.  The sector has strong balance sheets and good earnings.  Don’t jump in now, but the fundamentals are good there.  He likes value investments.  Anything with a yield. He likes value, defensive and yields.  He doesn’t get caught up a lot on daily ups and downs.  Holds a fair amount of cash (12%).  He may pick away during the summertime.  This could be a precursor to ‘Sell in May and Go Away’. 

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE _N/A View
DON'T BUY AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2013-11-19 $6.560

Feels that all the good news has been priced into the stock already. He is not a huge fan of the airline industry. It is a high fixed cost industry.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
WAIT AC.B-T Air Canada (B) Market Call (BNN TV) 2014-04-07 $7.130

Don’t buy it here after the run up.  Airlines are not a superb business, high fixed costs.  If you are looking to get in, wait for a pullback.  The sector is volatile.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY AP.UN-T Allied Properties REIT Market Call (BNN TV) 2014-04-07 $34.000

There is no craze that the real estate market will fall apart.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2013-08-21 $58.260

This is a “growth by acquisition” model. Have been great at it so far, acquiring stores in Norway, but to keep growth going, they are going to need to keep acquiring. With that comes either increased debt or equity issuance which will affect the investor. If you own, he would be looking for an exit point.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-07 $90.100

A example of one he would not generally hold.  It’s growth by acquisition.  He wonders where future growth will come from.  It is not what he is looking for.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
HOLD BAC-N Bank of America Market Call (BNN TV) 2013-08-21 $14.340

New CEO seems to be more focused on the long-term, which is what he likes. He is keen to have the lawsuits go away. They are looking to build a longer-term retail franchise as a bank. There will be lumpiness in the short term, but long-term you could hold it for a little while.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
BUY BAC-N Bank of America Market Call (BNN TV) 2014-04-07 $16.380

That sector is a good one.  Prefers JPM, but this one was beaten down in the credit crisis.  Has the biggest exposure to the consumer and a good area to be exposed to over the long term.  A good hold for sure.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
HOLD BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2013-11-19 $41.700

He likes the parent because ultimately all monies flow up. A diversified financial, so it is not a bank and they have a bit of the office side of real estate in their structure. Provide good diversification, especially in Canada, to the banks. Good yield. Cash flow is positive.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2014-04-07 $8.620

Recent decline is not a buying opportunity.  CEO is prepared to do things like he has done.  It has to do with how they get value out of the BBM.  A tough business. 

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2013-08-21 $42.350

With the possible entry of Verizon (VZ-N), which of our big 3 telcos will suffer the least? His feeling is that Bell Canada (BCE-T) will be the least affected as they have the least exposure to wireless clients. Feels Rogers (RCI.B-T) would suffer the most. Cdn cell phone prices have been coming down and he doesn’t think Verizon would come in with a plan that was half the price of Cdn plans that would totally kill margins. Expects if they do come in, it will be pretty orderly.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2013-11-19 $65.980

Wouldn’t want to be jumping into banks with 2 feet at this time. Stocks have had a very good run. This one has the benefit of being in the international segment and there is some benefit to that in terms of emerging markets which have come down. Canadian housing market is still a very prominent feature of the banks.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY C-N CitiGroup Market Call (BNN TV) 2014-04-07 $46.550

Sector is beaten down.  Poster child during financial crisis.  It has been beaten down the most in the sector.  Would look to build his position further.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY on WEAKNESS CAT-N Caterpillar Market Call Tonight (BNN TV) 2013-11-19 $83.670

Took advantage by buying a half position when it dropped to the mid-$70s. Has good exposure on the resource side. If there is some good news out of China, it could pop. From a company’s point of view, they are doing good things with what they have. They sell equipment and parts, but are starting to get into the service side a little where they are monitoring and gathering data on equipment and customers, which allows them to get another revenue stream.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL SELL CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2013-11-19 $91.050

Has been paring his exposure on the banks down in the last few years. His preferences are Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T). Feels that Cdn banks have run quite far here. If you have participated in that run, this would be a good time to reduce your exposure. Canadian housing market is the biggest single risk to Cdn banks, specifically on mortgages. Housing market here does not seem to want to go down, even after all the inputs that the Federal Finance Minister and CMHC have made.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
SELL COH-N Coach Inc Market Call (BNN TV) 2013-08-21 $52.330

A great company but they are having some executive departures. Great balance sheet and margins are good but in the short term there is lumpiness with management changes and more competition. The last quarterly results released were not on fire where usually they can have some pretty strong numbers. It’s a tough market. There are a number of competitors out there.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2013-11-19 $20.880

The most exposed to the price of oil. If you are really bullish on the price of oil and think it is going up, you definitely want to be buying this. However, if you think oil is going down, you want to Sell. One of the few dividends that is tied to the price of oil, rather than how the company is doing. His issue is that there always seems to be a problem with their operations. He thinks you can find better opportunities elsewhere. (See Top Picks.)

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2014-04-07 $23.030

Has small position.  No set payout ratio.  They always seem to have a problem of some kind.  There are better names you could own that offer more stability.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2013-05-13 $38.110

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

43 Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2013-08-21 $38.500

(A Top Pick May 13/13. Up 2.85%.) His view on this is still positive. Their last acquisition, in Utah, is very favourable for the company. Close to refining facilities. Thinks they got it opportunistically and could be a real gem for them. Good dividend and he would like to see them keep it stable, take some of the money and pay down debt. Still likes.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-07 $40.340

(Top Pick May 13/13, Up 13.70% total return) Continues to hold it.  Have not issued equity.  A big, growing company with exposure to the US.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY CSCO-Q Cisco Market Call (BNN TV) 2013-05-13 $21.270

Predominant name. Growth hasn't been that strong. Management team is strong, balance sheet is pristine. It's generally positive, but you will not see it breakout.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2013-08-21 $24.070

Basically the pipeline provider of web and infrastructure. Internet will grow more so on the mobile side and will need more backbone to fulfill faster speeds and more demand. This company provides that equipment. Strong management. Good dividend of 2.79%.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2013-11-19 $21.420

(A Top Pick Aug 21/12. Down 10.36%.) Part of this drop was because of earnings recently reported. The fundamentals for him are strong management, increasing dividend and a strong balance sheet, which allowed them to weather the storm a little bit. Still a lot of infrastructure to be built out. Businesses in technology change quite quickly and this company has adapted very well. Still likes but is cautious.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2014-04-07 $105.580

A good name and has done very well.  A great name in the retail space.  Retail is a tough space, but less so in Canadian Tire’s space.  We had a rough winter and this one has exposure to the repairs.  Continue to hold this one.  Yield is 1.65%.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2013-08-21 $61.140

This is a great company. It’s in the telco/cable space and his view is that a lot of it has to do with content. The stock has had a very good run so it is fairly expensive. Doesn’t think you will see short-term growth immediately, but if you are a Buy and Hold kind of investor, over time this will pay.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2013-11-19 $69.120

He is moving assets from Canada to the US and this is a name that he has recently purchased. Getting money out of Canada and into more diversified names with a more global focus is a prudent thing to do, especially with the Cdn$ near parity. This company has been investing a lot over the past few years into content and they haven’t seen a lot of that money come back yet. He thinks they will.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT ECA-T Encana Corp Market Call (BNN TV) 2013-08-21 $18.250

He is pretty positive on the natural gas price over time. If you are going to invest in this, he would prefer looking at it on a three-year basis rather than a one-year basis. There is a new CEO so there could be some lumps on the way. Trading at fairly low historic levels and a fair bit of leverage to natural gas prices. (See Top Picks.)

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD EFN-T Element Financial Market Call (BNN TV) 2014-04-07 $14.880

You are going to see volatility because it is a new company and they are breaking ground.  It is a question of where they grow.  There is no reason to sell it though.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
PARTIAL SELL ENB-T Enbridge Market Call (BNN TV) 2014-04-07 $50.510

There are better firms if you are looking for pipeline exposure.  IPL, KEY, ALA are better choices.  He has been selling ENB as it has been going up.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT F-N Ford Motor Market Call Tonight (BNN TV) 2013-11-19 $16.870

Doesn’t own anything in the auto sector but his view on it overall is positive. Feels you are getting a good refresh rate of new automobiles, particularly in the US. This company has been reporting good earnings for the last few quarters.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
BUY on WEAKNESS FDX-N FedEx Market Call (BNN TV) 2013-08-21 $108.070

Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
BUY on WEAKNESS FDX-N FedEx Market Call (BNN TV) 2014-04-07 $132.980

Likes the sector.  It is a question on when he pulls the trigger.  Amazon is delivering more and more.  It is a question of valuation.  If there are any jitters about global growth it will come down and this would be a trigger to buy it.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT GE-N General Electric Market Call (BNN TV) 2013-08-21 $23.610

At the height of the financial crisis they really got into trouble with their financial side. Growth on the industrial side has been very good and they have improved the financial component of the business. However, if financials falter in any way, shape or form, this company will go with that. He is pretty constructive on this company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
HOLD GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2013-11-19 $39.390

Great name. Canada doesn’t have too many technology companies left and this one has done a lot of good things. There might be a little bit of headline risk with them being involved in the Obama care act in the US.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK GOOG-Q Google Market Call (BNN TV) 2013-08-21 $869.330

This is a technology conglomerate. Involved in every aspect of technology including web, searches and mobiles. Creating an android operating system which is open and is getting the most adoption. Trading at around 18X earnings.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK GOOG-Q Google Market Call Tonight (BNN TV) 2013-11-19 $1025.204

(A Top Pick Aug 21/12. Up 17.93%.) His outlook on this one came from the way they were changing their advertising model. It is amazing way they are able to say to their customers 1) here’s what you are doing 2) here is what you are now willing to do and 3) here is how you are going to do it. This got a lot more traction than he had expected. Strong balance sheet. Biggest risk would be the innovation risk.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY GOOGL-Q Google Market Call (BNN TV) 2014-04-07 $548.700

They did a stock split and created a ‘C’ class.  The ‘A’ is GOOGL and the ‘C’ class is GOOG.  ‘A’ are voting, but ‘C’ isn’t.  This was issued with the idea of doing acquisitions.  The value of the company has not changed, but the number of shares has.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
WAIT HD-N Home Depot Market Call (BNN TV) 2014-04-07 $77.130

Would not buy at this level.  The stock has had a great run.  You get renovations as well as new home building benefiting them. It will come down eventually.  Should do well as people start to repair after winter storm damage.  No rush to sell.  Best in class.  There will be a lot of pent up demand.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD HSE-T Husky Energy Market Call Tonight (BNN TV) 2013-11-19 $30.680

An integrated oil so you get some diversification. When oil prices go down, the integrated part should provide a bit of a hedge. Good exposure in the Southeast Asian market where they are developing and drilling and the prices over there are substantially higher for gas than they get here.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
BUY INTC-Q Intel Market Call (BNN TV) 2013-08-21 $22.170

He is pretty positive on the entire technology space, specifically in the US. This one has great dividends so you are paid to wait. Had a bit of a rough go over the last little while because of competition. They were a little bit late moving into the mobile space. They plow a ton of money back into R&D and they are the dominant player. Good price.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY IPL-T Inter Pipeline Market Call (BNN TV) 2013-08-21 $23.500

Had an external management team which they are looking to wind up, which is positive. Provides income but there is also a fair bit of growth in this.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2013-11-19 $25.960

Very well run company. Just recently did a conversion from an LP to a corporation, which he feels is a good thing. Have a lot of good, big projects that will add cash flow going forward. Feels there is better growth in this than in the larger names. Smaller projects and more manageable. His target would be high $20-low $30.

High $20-low $30. Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD IPL-T Inter Pipeline Market Call (BNN TV) 2014-04-07 $28.900

A sector that will be vetting cash in.  Dividend is strong.  The one negative is in terms of bigger projects due to come on line.  You need to see those in the door.  You could hold this one longer.  Lots of future growth, although it is a little expensive here.  He has three holdings including KEY and ENB.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY JE-T Just Energy Group Market Call (BNN TV) 2013-05-13 $6.360

Used to own it, doesn't now. Doesn't think it's a great business.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2013-08-21 $51.630

Very similar to a lot of the banks whereby the results of late have increased and have done quite well but there is still a lot of headwinds. Growth in banks could be more positive but the headwinds need to go away first. Prefers other banks over this one.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2014-04-07 $59.000

Under 10 times earnings.  Fingers in all the pieces of the pie.  Consumer, business and asset management.  Payout around 40% and he sees this as growing.  2.6% yield could be better.  Potential for international growth.  He hopes the litigation issues are all behind them.  Thinks there is less uncertainty with them. 

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
TOP PICK K-T Kinross Gold Market Call (BNN TV) 2013-05-13 $5.390

Has new management team. New mines coming on, pretty good cash position. Management is being cautious. Down from 16 to 5.5 so buying now is fine.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK K-T Kinross Gold Market Call (BNN TV) 2013-08-21 $5.790

(A Top Pick May 13/13. Up 10.95%.) Had been doing some bottom fishing. Gold sector has been really hit. This is in a lot better position than a lot of other gold miners. Have a good cash position.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK K-T Kinross Gold Market Call (BNN TV) 2014-04-07 $4.650

(Top Pick May 13/13, Down 12.62%) Sold in the fall for tax purposes.  The problems with the mines around the world still exist. 

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
WAIT L-T Loblaw Companies Ltd Market Call (BNN TV) 2013-05-13 $46.700

With their REIT, the real estate assets are better than the Canadian Tire deal. Other REITS have a portfolio, whereas the Loblaws or Canadian Tire, it's one thing only.

Hyper competitive sector. A one time cash hoard. Wait to see what their growth forcast is.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
WEAK BUY L-T Loblaw Companies Ltd Market Call (BNN TV) 2014-04-07 $46.640

Potential with L-T with Shoppers acquisition.  You have more of a food retailer with Shoppers.  Compared to Walgreens, he prefers it over L-T because food retailing is so tough in Canada.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT MDT-N Medtronic Inc Market Call (BNN TV) 2013-08-21 $52.680

Likes the company and if you are comfortable with this, he thinks the medical device space is very positive demographically. You could hold this for the longer-term.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
PARTIAL BUY MFC-T Manulife Financial Market Call (BNN TV) 2013-08-21 $17.120

Has benefited from both higher equity markets and rising interest rates. He would suggest that you could enter this one but not all at once. Stagger it is little bit.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD MFC-T Manulife Financial Market Call Tonight (BNN TV) 2013-11-19 $19.980

You are very well hedged in this. If equities keep rising, you are doing okay. If the tapering issue starts again and interest-rate rise, this company would be able to reinvest their fixed income, proceeds at higher rates. Feels that insurance and annuities will be a good business going forward.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2013-05-13 $65.180

They seem to be able to do some growth in Europe, which has helped their stock. Replacement car is new, which may give a good refresh. Can see it climbing above $69 in a year.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD MG-T Magna Int'l. (A) Market Call (BNN TV) 2013-08-21 $83.690

Had a great run, and for all the right reasons. Auto sales are up and the average age of cars in the US is at a high so continued success will be there for this company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
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