Table View - Opinions in Detail | StockChase
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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
  
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-16 $0.020

Markets.  Brexit news is coming tomorrow from Britain.  Brexit is part of the shift to the right and it shows that people don’t want globalization any longer.  You have to understand what it means for growth and volatility.  It is a headwind.  It will be good for British exports, but if you invest in the UK, you better buy the hedged version of the ETF.  Trump is protectionist.  We are just beginning to see what this means on a trade basis.  He thinks it will allow not more than 2% growth in the US GDP.  The banks have had a big run up and he sees a sell-the-news happening soon.  There have been some misses and we have to watch for those.  Inauguration of Trump happens this week and you have to look at seasonally patters for the last 60 years, post inauguration day.  You don’t have much growth on average for the rest of the year.  A lot of news is priced into the market.  You have to play defense.  A post inauguration correction is expected.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-16 $0.020

Educational Segment.  Smart Beta ETFs.  Sustainable yield.  High dividend stocks can’t usually sustain the high dividends.  Sphere’s strategy aims to offer sustainable dividends.  You have to eliminate stocks from an ETF that can’t sustain high dividends.  They have a screen for these companies.  You lose a little yield, but greatly reduce volatility.  SHC-T is a Canadian sustainable high yield ETF.  They have US, Europe, Asian etc as well.  It is not always about the MERs. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-16 $0.020

Markets.  He is not sure he knows a whole lot about a Donald Trump presidency.  You cannot make an investment decision based on tweets.  The trends in place prior to the election – reflation, cyclical doing well, and interest sensitives acting poorly, will extend into this year.  He is a magna investor and did nothing.  You do not know where the rhetoric will turn into policy.  You have to stick to trends and themes that have been developing.  Stay away from high multiple growth stocks.  Stocks hit by a Trump tweet have recovered, but it is not how this guest manages money. 

Jason Mann NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-16 $0.020

Market. Because Trump won both houses of Congress, and there was a sense he was going to bring down tax rates, get rid of a lot of red tape, temper Dodd-Frank a little, we need to actually see things getting done and what is on the agenda. There will be some volatility in the market, and you want to Buy the volatility. If he can accomplish even half what he has talked about, it would bode well for the stock market. When you have an opportunity like this, if you like a particular stock and the fundamentals and a particular sector, now would be the time to get in. However, you have to feel comfortable with what you are buying.

Paul Harris, CFA GLOBAL LARGE UNKNOWN _N/A View
TOP PICK AC-T Air Canada (B) Market Call (BNN TV) 2017-01-16 $13.810

It is time to recommend this one.  It has great price momentum and the valuation is cheap – 4 times PE.  It beat on a decent quarter.  The challenge has been their debt load, but it seems they can now leverage their balance sheet.  Discipline has come back into the trade.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2017-01-16 $25.750

This fell apart over several years, simply because they were in BC and Alberta during the hard time. Secondly it is supposed to be a growth by acquisition story and they were buying 2-3 dealerships a year, but 1 year they did 15 dealerships, way too many. Also, they didn’t really integrate their back-office effectively. New management came in and are committed to making only 2-3 acquisitions a year. A good story at these levels, and it should continue to do well. Dividend yield of 1.55%. (Analysts’ price target is $24.25.)

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
HOLD ALA-T Altagas Ltd Market Call (BNN TV) 2017-01-16 $32.280

It has a good yield of 6’ish percent.  Valuations in these types of companies have been rather high as defensives, low interest sensitive, and low volatility did well.  There were rumours they would buy WIG and the stock could be under pressure if the deal was consummated. For him it is too highly valued for the growth profile.  You own it for the yield.

Jason Mann NORTH AMERICAN UNKNOWN No View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-01-16 $817.140

An incredible story, but from a valuation perspective it is incredibly expensive. They dominate online retail spending and no one is coming close. The big box stores are having a really hard time competing on an online basis. The money coming from Amazon’s cloud business AWS is really subsidizing the retail side of it.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
BUY on WEAKNESS ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-01-16 $61.300

Growth by acquisition, and have done a very good job over the years of taking over places, reinventing them, etc. Expects there is good growth, especially in the US. Possibly looking at growing in the UK and Ireland. Dominating the convenience store business. Still a lot more room in the US to do that. Acquisitions have to be bigger to make a difference to them, but when they make an acquisition, the stock will probably pull back and that’s when you need to be a buyer. They are very good at integrating acquisitions, bringing down their costs and making the supply chain really work to their benefit. Trading at 17X next year’s earnings, so it is not expensive.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Unknown View
COMMENT BA-N Boeing Market Call Tonight (BNN TV) 2017-01-16 $158.830

This industry is doing very well and they have the winds to their back. Coming out with new products. There has been good reception to the new wide-body planes, which is really helping out a lot of companies. There is certainly potential for this to go higher. They will probably benefit from better global growth, which he expects to see in the next several years.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2017-01-16 $23.010

(A Top Pick Feb 11/16. Up 109.35%.) This has done incredibly well since November 9. It is still trading at .8X Book. (Canadian banks are trading at close to 2X Book.) It has a great franchise, whether it is retail or investment banking. He can see a lot of room on the upside. Try to Buy on weakness.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-01-16 $44.530

A holding company for many other Brookfield holdings, including real estate. A really well run company. They’ve really narrowed NAV, because it used to trade at a discount. They spin out stuff and you end up getting 1 or 2 shares. An asset management company, so they constantly buy assets. They look for undervalued assets, nurture them and grow them and then either spin them out or sell them. This is always going to trade at a discount to its NAV.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2017-01-16 $9.460

Trump announced a security strategy that included a BB-T partner.  But BB-T has been a short for him for a while and they don’t have positive cash flow.  They are still in the process of right sizing.  He wants to see earnings.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2017-01-16 $2.620

It was a favourite short by hedge funds over the last couple of years.  It has all changed now.  It has broken out of the $2 cap.  To him the valuation is just not there yet and is moving ahead on optimism.  There is a risk of an equity issue to shore up the balance sheet.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK BMW-GR Bayerische Motoren Werke AG Market Call Tonight (BNN TV) 2017-01-16 $0.000

(A Top Pick Feb 11/16. Up 34.39%.) About 40% of this is owned by a German family, so it has a very stable ownership base. Also, it has a great brand. They’ve done a very good job on research/development.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
SELL BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-01-16 $29.040

A small short for him.  It carries a lot of debt by its nature.  On an REO and cash flow basis, it is not one he wants to hold.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
TOP PICK BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-01-16 $30.090

The largest private equity firm globally. Trading at 10X earnings. The stock really didn’t move when all the other financials did. They have about $100 billion that they can spend to buy things if things go bad. They were really good buyers of assets all the way from 2008-2009. Have some great assets which have matured and is now time to sell, but they need a strong equity market. When they get this in the next couple of years, they will harvest a lot from the purchases they made. Not expensive. Dividend yield of 5.45%. (Analysts’ price target is $33.83.)

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
HOLD CCO-T Cameco Corporation Market Call (BNN TV) 2017-01-16 $17.120

He was short until November when it started to turn the corner.  It has taken off since then.  The valuation is a bit of a challenge for him.  The commodity is changing very quickly.  Uranium has come off its bottom.  On a price/momentum basis you could own it, but there has been a big move without knowing that cash flows will show up in the share price. Wait until earnings materialize.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK CNR-T Canadian National R.R. Market Call (BNN TV) 2017-01-16 $93.370

(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years.  It is reasonable cheap, rising and stable.  About 25% ROE.  PE is about 20 times.  They have a group of asset you can’t replicate anywhere else.  Buy more on weakness.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
HOLD CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-01-16 $93.370

Sell? Transports have done quite well in the last while and are up a fair bit. This is trading at about 18X earnings. The rail industry has consolidated quite heavily over the last 5-10 years, so you have seen them really thinking about ROI. Because they have a better efficiency and asset utilization, they’ve had better margins, and that is going to continue. With oil stabilizing and commodities doing a little better, you should see better returns over the next while.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
BUY EMR-N Emerson Electric Market Call (BNN TV) 2017-01-16 $57.120

He likes it and holds it here.  Since June this cyclical wave came in and cheaper stocks benefited from a growth economy and did well.  You want to focus on cheaper stocks that are more industrial and this stock looks good.  They are poised to benefit from the ‘Buy America’ trend Trump is trying to instigate. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
BUY on WEAKNESS ENB-T Enbridge Market Call Tonight (BNN TV) 2017-01-16 $57.270

TransCanada (TRP-T) or Enbridge (ENB-T) for a 10-year hold? Both companies have done something very interesting by making big US acquisitions. He likes this one because there is some very good growth and management has been spectacular.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-01-16 $128.340

From a valuation perspective, this is not a stock he would own as the metrics are too high for him. When you talk to advertising and Digital media people, and ask where the advertising dollar is going, it is really just going to 2 places; Google and Facebook. They really have a stranglehold on Internet advertising. As print media disappears, it is all going to these 2 companies. They have some real momentum behind them in growing their businesses. The risk from a valuation perspective is if people start seeing this as a media company as opposed to a tech company.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
HOLD FFH-T Fairfax Financial Market Call (BNN TV) 2017-01-16 $620.010

It is known as a defensive holding.  It has a long track record of being successful.  There are other firms he would prefer and has a small short on this one.  It has a place in a portfolio because it tends not to fall when the market does.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
HOLD FLEX-Q Flextronic International Market Call (BNN TV) 2017-01-16 $14.670

He would not sell winners.  Let them run and sell losing positions.  It is reasonable and they hit all metrics.  8 times earrings so valuation is pretty good.  It also has good price momentum. 

Jason Mann NORTH AMERICAN UNKNOWN Yes View
PAST TOP PICK FSV-T Firstservice Corp Market Call Tonight (BNN TV) 2017-01-16 $64.040

(A Top Pick Feb 11/16. Up 32.48%.) A real estate management company, but also do a lot of other things. They have a large business in the US. Also, have a lot of branded businesses like California Closets, College Pro Painting, etc. Still a fragmented industry, and a lot of it is still “mom and pop”, so every year they make bolt-on acquisitions, so have done a very good job of slowly growing their business. Not a cheap stock, so you have to be careful getting into it. Buy it on weakness.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-01-16 $73.070

This has 2 big drugs; Hepatitis C and HIV. The HIV drug is doing very well and continues to grow. The problem with the Hep C drug is that it cures, so revenue is coming down and the market is implying that the decline in revenue is going to be a lot faster. Secondly, the market is giving them no value for their existing HIV drug which continues to do well. They are also not getting any value from the fact that there are still a lot of people with hepatitis C, and they’ll need to use the drug. Zero value is being given to the pipeline even though they have some good products. A fantastic balance sheet with no debt. They have a lot of cash overseas, and if they are allowed to bring this back, there will be benefits. Trading at 7X earnings. Yield of 2.57%. (Analysts’ price target is $94.89.)

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
TOP PICK GM-N General Motors Corporation Market Call (BNN TV) 2017-01-16 $37.340

It is a play on job growth.  It is extremely cheap and poised to benefit in the cyclical growth environment.  Longer term the valuation is compelling.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
HOLD HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-01-16 $9.940

He has been short for about 18 months until the last few days.  He does not like to be short stocks that have fallen a lot over a short period of time.  There is no question you should hold this stock for yield.  They have negative free cash flow, however.  They could always sell their real estate, but they warned for the second time.  Some major stock holder has exited their position.  They have some very valuable assets: Saks, the building, for example.  He is waiting to see if they do anything because of their low stock price.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
COMMENT HNU-T HBP NYMEX Nat'l Gas Bull+ Berman's Call 2017-01-16 $11.260

Leveraged ETFs are toxic for long term holding.  The more volatile the underlying asset its, the more toxic it is.  It is great for short term trading.  You don’t go out and sit on this because the price of Nat Gas will eventually go up.  ZJN-T is a good one to sit on for Nat Gas exposure.  You can play it for a long period of time.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK IAG-T Industrial-Alliance Life Ins Market Call (BNN TV) 2017-01-16 $55.030

He believes we are in a rising interest rate environment and you want to own financials in this environment.  It qualifies in valuation, price momentum and volatility.  He likes MFC-T and it did well as a Top Pick.  He likes all three.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
HOLD IFP-T Interfor Corp Market Call (BNN TV) 2017-01-16 $14.620

Stay or go?  He suggests you stay.  It was a Top Pick two months ago. It is a bit of a play on currency and there is the Trump risk with trade wars.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
SELL INE-T Innergex Renewable Energy Market Call (BNN TV) 2017-01-16 $13.910

He would move on. It is a small short for him.  It has high valuation and a declining share price.  All the renewables and utilities had a big move up for the summer and now they are expected to do poorly.  They have hefty debt also.  People own it because of yield.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
DON'T BUY IVN-T Ivanhoe Mines Market Call (BNN TV) 2017-01-16 $3.370

It did not do well when it first came out because it was in a bear market.  Now it is now up 3-4 fold.  It has fantastic momentum, but not valuation and stability going for it, however. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-01-16 $24.300

Manulife (MFC-T) or Sun Life (SLF-T)? As interest rates started going up, they have done well in the last little while. To him, Sun Life is a much more stable company. This company has a really great Asian franchise which can drive their business a lot more than Sun Life’s.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-01-16 $56.980

If there is a bigger electrification of cars, this will benefit far more than other auto parts suppliers. Also, it is a much more diversified global business. People are really expecting the car industry to not have the growth it has had over the last 3-4 years. Not expensive and pays a nice dividend.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
PAST TOP PICK OTC-T Open Text Market Call (BNN TV) 2017-01-16 $84.650

(Top Pick Feb12/16, Up 29.45%) Don’t buy now, but it has become less cheap than when he first bought it.  PE is now 26%.  The top could be defined by price momentum, he exited very recently.  You could buy on weakness now.

Jason Mann NORTH AMERICAN UNKNOWN No View
PAST TOP PICK PXT-T Parex Resources Inc. Market Call (BNN TV) 2017-01-16 $15.380

(Top Pick Feb12/16, Up 70.92%) There was no bankruptcy risk.  It is up. The balance sheet is still in great shape. The cash flow has not increased to support the new price level of the stock.  He would shift out of it.

Jason Mann NORTH AMERICAN UNKNOWN No View
HOLD SJ-T Stella-Jones Inc. Berman's Call 2017-01-16 $39.500

They had a disappointing forecast.  In the past year it sold off every time it got above $45.  At best it is a hold.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-01-16 $52.510

Manulife (MFC-T) or Sun Life (SLF-T)? As interest rates started going up, they have done well in the last little while. To him, this one is much more stable. They’ve had some restructuring going on. Although their asset management business has lost some assets, it is a very strong company and is much better than Manulife’s asset management business. They’ve had the ability to reprice some of their products which is going to help them on the margin side. With rates going up, it totally benefits them. This is a much more stable company and less volatile.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
SELL ON STRENGTH SLW-T Silver Wheaton Berman's Call 2017-01-16 $26.960

Silver Technicals: It is a speculation on money, inflation and so on.  Gold broke $1200 support recently, so we will see some resistance at $1250 soon.  He is out of all his gold shares.  He is inclined to sell into this pop a little bit.  He would then buy the dips after that.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY SLW-T Silver Wheaton Market Call (BNN TV) 2017-01-16 $26.960

He does not trade these stocks because they are volatile and don’t have traditional earnings.  He thinks of them as defensives.  They peaked in the summer.  He would argue that they are tied to the path of interest rates in the future.  You don’t need to own gold as much right now.  They don’t have operating risk so have high PE.  It is not attractive to him. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2017-01-16 $32.180

We have seen where this stock CAN go.  It’s moved not so much on copper as on Met Coal.  It is one of those companies that has had too much leverage.  It has been a huge benefit to have this operating leverage in this market recently, though.  It has great price momentum, but is a neutral for him due to its valuation.

Jason Mann NORTH AMERICAN UNKNOWN No View
BUY TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-01-16 $33.970

An interesting story. A great Buy at these levels. Trading at about 8X earnings with a nice dividend yield of almost 4%. The largest generic maker globally. They acquired Allergan’s generic business and there are a lot of costs they can take out. Sometimes generics are focused on one drug, but this company is much more diversified across a wide spectrum of pharmaceutical lines. The market is slightly worried about the change of CEOs, as well as a couple of drugs that need to have a new molecule made. Although a generic maker, they also have a pipeline of branded drugs. In the long run, this company will do very, very well.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
COMMENT TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2017-01-16 $61.210

TransCanada (TRP-T) or Enbridge (ENB-T) for a 10-year hold? Both companies have done something very interesting by making big US acquisitions. He likes Enbridge because he thinks there is some very good growth and management has been spectacular. Management in this one has not been as consistent.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2017-01-16 $67.130

They have some catch-up to do on their on-line business.  70% of products are from China and that could be a major headwind for them as well as every other retailer. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY ZPW-T BMO US Put Write ETF. Berman's Call 2017-01-16 $19.620

A put write strategy on a 100 of the best US companies across all economic sectors.  They have a pretty sustainable payout, but it is paid in US$.  It is not hedged.  They have filed a prospective on a hedged ETF that is similar.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZWA-T BMO Dow Jones Indus. Avg. Hedge ETF Berman's Call 2017-01-16 $20.150

DOW mature blue chip companies with a covered call overlay.  ZPW-T or a hedged version, which is even better, would be better going forward.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS ZWB-T BMO Covered Call Cdn Banks ETF Berman's Call 2017-01-16 $18.710

It has a covered call overlay.  A lot of good news is priced into the banks so he would not be chasing this one, but be a dup-buyer in the Canadian banks.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

ETFs. The ETF market is running at about $114 billion in Canada, and well over $2 trillion in the US. 2016 was a record year for growth in both countries. This is coming from all directions at once, institutional clients, retail advisors, etc.

Daniel Straus ETF's UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

A geographical proportion ETF for an RRSP? You want to put in those kinds of ETF’s that deliver income or dividend that is taxed the most if it were outside the RRSP. That would mostly be bonds, or international equities. The breakout between asset allocation is the heart of the main question of investing. You really need to begin there before picking out your ETF for each asset class. The 5 asset classes would be a 3rd Canadian equity, a 3rd US equity, a 3rd international equity, some fixed income and cash.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-13 $0.020

Bonds? There are a lot of reasons to question why you should be in the bond market at all. Investors shouldn’t lose sight of the reason bonds are in a portfolio. They are the ultimate cushion in case there is a very steep market drop. A “cash account” exposes you to one issuer, such as the bank where your money is deposited. However, cash may be more tax efficient. It is hard for bonds to compete with a high interest savings account these days.

Daniel Straus ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-13 $0.020

Market. Feels investors are really looking for clues from Donald Trump for timing, magnitude and details surrounding some of the policies that he has talked about, and we didn’t see a lot of that. Thinks the trend for corporate tax reform, tax cuts, infrastructure spending, deregulation will continue, and will feed into those sectors that are in the cyclicals, and not into the more defensive types of names. Given the massive run up since the election, it is very, very possible there will be a pause or consolidation in the market. If interest rates move too quickly, that could pose some anxiety in the market. We also need to see some very sustainable strong corporate earnings. If there are some policy disappointments or some excessive protectionist measures that is taken by Trump, that could also deflate some of the market moves. Thinks value will outperform growth once again this year, so value is a theme he is holding onto. Financials fall into both the cyclical and value themes after having been beaten up for so many years.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN _N/A View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-01-13 $87.370

He likes this. Technically, it is above the 200-day moving average, which is positive. Fundamentally, it looks interesting. The most dominant Chinese e-commerce company, dominating about 75% of online sales. Recently upgraded the type of things they are selling online. Fundamentally it makes a lot of sense. Trading at a pretty decent valuation at about 30X valuation, but growing at a pretty high clip of 20%-25%.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
HOLD BAC-N Bank of America Market Call Tonight (BNN TV) 2017-01-13 $23.010

He likes the big banks in the US. This is probably one of the more interest rate sensitive banks in the US, so if interest rates move up, you’ll probably get a pretty good lift on the stock price. Wouldn’t be surprised if this gave back some of its recent gains, but is still a good Hold.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-01-13 $58.190

Telecoms fall in that defensive space of higher dividend, lower volatility characteristic. Canadian telcos have started falling off with interest rates moving higher. The positive on this is that you are getting a very, very nice rich dividend, and it will continue. From a capital appreciation standpoint, it will be somewhat limited, as it got a bit pricey and money is flowing out of telecoms and into energy, materials and financials.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN Unknown View
COMMENT BMY-N Bristol Myers Squibb Market Call Tonight (BNN TV) 2017-01-13 $56.220

He is a little more cautious on healthcare names because of the new US governments stance. Prefers AbbVie (ABBV-N) which has a little better valuation and growth profile. Bristol-Myers has a cancer drug that has a lot of competition from a number of other companies. Technically, it is well below its 200-day moving average.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
COMMENT BOTZ-Q Global X Robotics & AI ETF Market Call (BNN TV) 2017-01-13 $0.000

This is an example of an area of the market that has been booming. Very focused, thematic niche ETF’s. It is very new, and he can’t offer a lot of commentary on its performance as it only launched in Sept/16. The theme may make a lot of sense to people who are worried that a robot may take over their job. It could perhaps be a hedge against that. As a long-term theme, it certainly has promise and potential and probably risky, but think of it as a hedge if you are worried about robot overlords calling the shots.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT CBO-T iShares 1-5 yr Ladder Corp Bond ETF Market Call (BNN TV) 2017-01-13 $18.920

Short-term corporate bonds, ZCS-T or CBO-T? They both have very similar holdings. This one weights bonds with a traditional laddering strategy, whereas ZCS-T weights the bonds in the portfolio related to the size they have in the market.  It is really hard to say which is better, because all bond ETF’s are ladders of a sort.

Daniel Straus ETF's UNKNOWN Unknown View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2017-01-13 $161.860

A great brand. What might hold it back is valuation. Trading at about 27X forward earnings, which is a bit rich. EPS is growing at about 10%, which is pretty decent. Their renewal rate is phenomenal, and 90% clip in North America, and 88% outside of North America.

Stan Wong NORTH AMERICAN & ETFs UNKNOWN No View
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