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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 Market Call (BNN TV) 2016-02-09 $0.020

Markets. This is going to be a challenging year for investors. It has been much more pronounced than people expected. Feels we are now getting to the point where lower oil prices are sparking concerns about credit. A lot of people are looking at the banks, their balance sheets and exposure to oil companies as well as debt maturities coming up for renewal this year and next, and how many companies are going to be going concerns. You are seeing this with Canadian, US and European banks, so you have credit concerns. Over and above that you have global growth concerns, so people are starting to fret about China in 2016-2017 as they go through the transitionary period with their economy. People are making bets against the Chinese Renminbi, and are going short the currency, because they suspect further devaluation is necessary to stabilize economic growth. Then there is some uncertainty about growth in the euro zone and Japan and what the ECB is going to do at their coming meeting in March. All those global growth concerns, low commodity prices, currency depreciation are really contributing to the economic market volatility. Thinks we are going to see the US Fed take a more dovish stance. While most people were expecting 4 rate hikes at the end of 2015 and 2016, now we will be lucky if we get one, if that. If the US Fed backs off, it could be a bit of a rallying cry for equities and maybe a reset of inflation expectations, which is why you are probably seeing the US$ fall back.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-09 $0.020

Markets. There seems to be a lot of uncertainty as to what is happening with the impact of energy and fears that we are heading into a global recession. Certain regions are overly dependent on energy which has hurt their economy, and Canada is one of them. US doesn’t have energy as that important of a role. Manufacturing has been quite weak, even in the US. Some CEOs have said we are in an industrial recession. However, for the US economy, the US consumer is much more important, as their economy comes for 85% of GDP. The US consumer is in a very good situation. There were very strong job numbers last week, even though they were below consensus numbers. Unemployment is at an all-time low below 5%. The non-manufacturing Index is still expanding, so she thinks that the US economy will grow at a modest pace this year.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT AA-N Alcoa Market Call Tonight (BNN TV) 2016-02-09 $7.810

A pretty solid company. They are splitting their upstream and downstream operations. She is not putting money into the commodity space as she would rather wait for everything to stabilize.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2016-02-09 $94.990

At this price, it has probably found a bottom. There is not a lot of visible growth. Trading at a pretty low multiple and have tons of cash. They are buying back stock and paying a dividend, so she thinks you are pretty safe with this.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2016-02-09 $4.320

He is a large shareholder. Trading at about 11% discount to NAV. A great name to hold, but his concern is the Western Canadian exposure. It looks like in-place rents are about 5% higher than market rents in Western Canada, and that is getting offset by some strength in Eastern Canada, so he feels that everything on balance is okay. If looking for a name that is a little bit cheaper in the industrial sector, you could look at Dream Industrial (DIR.UN-T), which is trading at about a 25% discount to NAV and also cheaper on other metrics. However, it is externally managed and does have a little more Western Canadian exposure, but that is fully reflected in the share price. He still holds Pure Industrial and thinks it is fine.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT ABT-N Abbott Labs Market Call Tonight (BNN TV) 2016-02-09 $37.000

Abbott Labs (ABT-N) or Johnson & Johnson (JNJ-N)? She likes healthcare as an overall investment because of the demographics. They both have FX headwinds because they are both international. Emerging markets is about 40% of this company’s revenues. If you want a diversified health care company that gives you an attractive yield, she would go with J&J.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2016-02-09 $16.850

Hasn’t been adding any energy exposure for the last 1.5 years. This is a very low cost producer, located primarily in Alberta. Has an attractive yield. One of the higher-quality names. Supply growth in energy is still outpacing demand growth.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2016-02-09 $11.110

Owns a little and is looking to add to it. This is a Western Canadian exposed REIT, so it has declined a lot. Trading at over a 30% discount to NAV. The nice thing about this is that you are getting about a 10% yield. Payout ratio is around 80%. Only about 25% of its net operating income comes from Western Canada.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
DON'T BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2016-02-09 $12.200

Price to BV is quite low. US banks have come through 2008-2009, but the ROE on these names is quite low compared to Canadian banks that are in the high teens. She owns Wells Fargo (WFC-N) which has an ROE of about 14%-15%. Usually the higher the ROE, the more you are going to pay in terms of valuation. The yield on this is nominal at 1.64%, and every year they have to go to the Fed to apply for any increase.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD BIN-T Progressive Waste Solutions Inc Market Call Tonight (BNN TV) 2016-02-09 $37.780

Being acquired. Waste collection is a mature industry, so M&A is always a theme in that sector. If you are a shareholder, you might as well Hold because you are probably going to get some operating levers in terms of cutting costs, giving you a lift over that.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2016-02-09 $49.120

Likes the name and you are getting an attractive dividend. Very well diversified. They own everything from toll roads to terminals. Almost exactly the kind of name you want to own in a low interest rate environment, when you are seeing money flow into defensive sectors. Very defensive name. Dividend yield of 4.6%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2016-02-09 $28.590

He is a big shareholder in this. One of the best performing Canadian REITs year to date, primarily because it is Eastern Canadian focused, and is low income housing. In an environment where there is economic uncertainty, and you are worried about the health of the economy or the consumer in aggregate, there should be more demand for low income Housing. An interesting switch would be to consider going into Boardwalk (BEI.UN-T) instead, because he thinks they will benefit as oil prices recover.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2016-02-09 $48.750

Just reported and they were good numbers. A good slate of movies has helped traffic. Very good operators. They are always able to improve their revenue spend per patron. Have been able to increase their concession spend. They are trying to diversify their revenue base by getting into online gaming. Dividend yield of 3.2%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2016-02-09 $90.510

Reported this morning. Had pretty decent results and were on target. She likes healthcare as a long-term investment play, because of aging demographics. They have the Pharmacy Benefits Management business as well as their retail. Very uniquely positioned. Made an acquisition last year that brings them into the long-term care channel as well as buying the pharmacies from Target. She would start buying this here. It has pulled back.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH DH-T DH Corporation Market Call (BNN TV) 2016-02-09 $29.120

Has been a controversial name. A report came out alleging they had overpaid for some acquisitions and were going to lose some customers and face some pricing pressures. Ever since that came out, it has been in the penalty box. Management has reasserted that fundamentally the business is okay, pricing is fine and they are not losing any customers. Before Buying wait until they report on Feb 23rd. Longer-term, this is a stock that could be worth upwards of $40.

$40+ Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT DHX.B-T DHX Media Market Call Tonight (BNN TV) 2016-02-09 $6.570

A content provider, and everybody wants content, so at this point it has probably bottomed out. It is difficult to get content in Canada, so if you want exposure this is one that you could look at.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT DIS-N Walt Disney Market Call (BNN TV) 2016-02-09 $92.320

Had owned this in the past. Reporting tonight and people will be closely watching to see the earnings. There is a lot of concern around the ESPN numbers. There are a couple of indicators that the US media sector may slow down. A great management team that has allocated capital exceptionally well. Thinks there will be a bit of an uplift from the Star Wars numbers.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
HOLD DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-02-09 $92.320

Reported after the close and the numbers were really strong on the back of Star Wars, but the market is kind of fixated on their cable networks and ESPN. The company feels this is quite manageable and are very aware of the transitions they eventually have to make. Studio Entertainment is doing very well and their Star Wars trilogy is just starting. This will spread to their studio parks and consumer products. Also, Shanghai Disney opens up later this year, and she expects really good things from that.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT EFN-T Element Financial Market Call Tonight (BNN TV) 2016-02-09 $12.600

The stock has pulled back along with a lot of names in the financial sector. This is more of a growth by acquisition story, which is something she typically does not participate in. Have made some big acquisitions, so now it is a matter of integrating them. The pullback is tied in with the general economic slow down. If you want financial service exposure, she would go with one of the banks, or even a lifeco, which have more stable earnings streams, attractive valuation, a proven business model, attractive yields with a potential that those dividends will increase. Dividend yield of 0.8%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK ENB-T Enbridge Market Call (BNN TV) 2016-02-09 $44.770

You don’t buy this if you worry about oil going to $25, because the stock would get weaker. He always makes sure that he has a long-term time horizon in mind when looking at these companies. Doesn’t think $25 oil is sustainable over a 5-10 year time horizon. They have capital requirements they are going to have to fund at some point. There is speculation they may come to the market with an equity issue. Even if they don’t get the money, given their vast presence in North America and oil distribution, you can rely on the cash flow. Dividend yield of 4.77%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT FTS-T Fortis Inc. Market Call (BNN TV) 2016-02-09 $37.140

Making a big US acquisition which is supposed to be 5% accretive, and to be funded with a little bit of cash and shares. Stock has come off 12%, and thinks there is some concern about further divestiture into the US. Stock has had a good run, so you are seeing them give a little bit back. A name he thinks he would be adding to, given the recent pullback. These are the kind of names you want in your portfolio given all the market volatility, because the utility sector in the US and Canada have been some of the best performing sectors year-to-date. Dividend yield of 4.2%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
HOLD FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2016-02-09 $37.140

Stock was down about 9%-10% today because they announced an acquisition of ITC, a US electric transmission company. It is fully regulated, so a very stable earnings stream. They are paying cash and stock for this acquisition, so ITC shareholders are going to end up owning over 25% of the company, and Fortis is going to list in New York. The company indicated that dividends were going to grow every year by 6%, and that is still on track.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK GIL-T Gildan Activewear Inc. Market Call (BNN TV) 2016-02-09 $31.550

This has sold off a lot since the beginning of the year. They report in a couple of weeks and thinks the numbers are going to be a little bit light. You are looking at about $1.70 for next year, however in a few years you could see earnings approach $2.50 US. Substantial earnings growth because they are investing heavily in new capacity. Have dominant market share in the areas they are in, and that should increase, especially as they penetrate the retail market. Can see this growing 15%-20% in the next few years. Dividend yield of 1.11%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
TOP PICK GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2016-02-09 $701.020

This had a big pull back to $700. Reported a great quarter last week. This is the biggest online search company, and online advertising is a secular growth industry. Thinks it still only represents about 30% of the overall ad-spend when a company looks at their advertising budget, and it should increase over time. With this company’s dominance in search, they will get a larger share of that advertising budget. Thinks earnings can grow in the 18%-20% range for the next few years. Trading at a 20X multiple, and a 1.5 PEG ratio.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD GRT.UN-T Granite REIT Market Call (BNN TV) 2016-02-09 $36.070

When this IPO’d, it was primarily dependent on Magna (MG-T) accounting for well over 90% of its net operating income. Management’s objective was to reduce Magna’s exposure to less than 50% NOI within 3 years by making additional acquisitions by using their under leveraged balance sheet. Management has not done that in a very aggressive way, so debt to growth BV, it is still very under leveraged, less than 30%. They have a lot of balance sheet capacity to facilitate additional acquisitions. They haven’t done anything, which is unfortunate because in the interim the value of industrial properties has gone up and interest rates have fallen. They missed out, which is why you are seeing the stock languish. They did undertake a strategic review. The CEO left, so there is new management. Feels the dividend is sustainable.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
TOP PICK HD-N Home Depot Market Call Tonight (BNN TV) 2016-02-09 $113.860

A very good operator and capital allocator. Primarily US at about 90%. The rest is Canada and Mexico. This is a play on the US economy. The consumer is healthy, employment is healthy. When people feel better they spend more on their home. When the job market is robust, they tend to move. Housing starts are still way below normalized levels, and should slowly improve. They always pay out 2% of their earnings in dividends. Dividend yield of 2.07%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK HOG-N Harley Davidson Market Call (BNN TV) 2016-02-09 $38.710

(A Top Pick March 19/15. Down 36.3%.) Got out last July. The issue is not their North American business, but the strength of the US$ and their international exposure, which accounts for about 30% of sales.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
COMMENT HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2016-02-09 $18.540

A very high quality REIT with a high quality management team. Defensive characteristics in many respects. Surprised to see the stock has sold off so much. Trading at a substantial discount to its replacement value, 25% discount. Has office properties, retail properties and now has some exposure in apartments and offices in the US. Very strong balance sheet and a weighted average lease term and weighted average interest rate approximate of 10 years, so it is very bond-like in nature.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
PAST TOP PICK IIP.UN-T InterRent REIT Market Call (BNN TV) 2016-02-09 $6.590

(A Top Pick March 19/15. Up 8.46%.) Has exposure to Eastern Canada, so low income Housing. No exposure to Western Canada, strong balance sheet and good management has really helped. Dividend yield of 3.5%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2016-02-09 $20.770

Most pipeline stocks have pulled back along with the energy sector. They are more defensive, this one in particular, in the sense that they carry crude through their pipelines under long-term service agreements, so it is less price sensitive. This one has gone through a big CapX expansion program in 2014-2015, so this year that has come down quite a bit. The dividend is safe, but she would expect increases will not be as high as they have in the past. 7.5% dividend yield.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2016-02-09 $101.970

Abbott Labs (ABT-N) or Johnson & Johnson (JNJ-N)? She likes healthcare as an overall investment because of the demographics. They both have FX headwinds because they are both international. If you want a diversified, more defensive health care company that gives you an attractive yield, she would go with this one. Their AAA balance sheet gives you a yield of around 3%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2016-02-09 $63.840

(A Top Pick Feb 10/15. Up 3.1%.) Likes the Shoppers acquisition they did a couple of years ago. They have met their synergy targets and their debt reduction targets, so going forward it is going to be a focus on buying back stock. In the grocery and pharma retail they have about a 30% national share, which is pretty attractive.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD MFC-T Manulife Financial Market Call (BNN TV) 2016-02-09 $17.540

Whether looking at this, a US insurance company, US bank or Canadian bank, the financial sector has declined almost in lockstep with the decline of US 10 year bonds. That tells you that people are going to these things when they are more optimistic about rising rates. This company funds their liabilities through their assets, and their liabilities tend to go down when rates go up. Have hedged a lot of the interest rate exposure. The other concern is their Asian exposure. He would almost rather own a Canadian bank because their businesses are little more diverse insulating you from just one product line. Dividend yield of 3.9%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-02-09 $43.590

Sold his holdings. Was getting a little concerned in the 4th quarter last year that auto sales had peaked and OEMs were going to be snapping back at some of the auto parts manufacturers to try to get some price concessions, and in a rising rate environment it could put a bit of pressure on auto sales. Some of those things have come to fruition, however the precipitous decline in these shares represents a good buying opportunity. He is looking to re-enter the stock. Great balance sheet and a very attractive valuation, trading at about 3.5X EBITDA, which is near the low end of the range.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
COMMENT NWH.UN-T Northwest Healthcare Property REIT Market Call (BNN TV) 2016-02-09 $8.570

The largest owner of medical office buildings in Canada with some exposure in Brazil, New Zealand and Germany. Because it is so diverse it is tough for investors to get a handle on what is happening in each of those different markets, especially if you consider what is going on in Brazil. He has some underlying concerns about the health in some of those markets. Has a relatively high payout ratio that is going to have to rely on acquisitions to facilitate growth. In this market, where most REITs are trading at a substantial discount to NAV, it is going to be much harder to realize non-organic growth. Prefers others.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
PAST TOP PICK PPG-N PPG Industries Market Call Tonight (BNN TV) 2016-02-09 $90.990

(A Top Pick Feb 10/15. Down 19.3%.) A global coatings company and has been under pressure. They are a leader in all their end markets. They also produce architectural paint as well as paint for the auto sector. Good shares in China, Europe as well as the US.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK R-N Ryder System Inc. Market Call (BNN TV) 2016-02-09 $55.650

(A Top Pick March 19/15. Down 41.86%.) Got out last June when he started to see the earnings erode. The stock is still very cheap and it is a very high quality company. Wouldn’t hesitate to get back into it. Trading at less than 10X earnings.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
PAST TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2016-02-09 $67.640

(A Top Pick Feb 10/15. Down 7.73%.) The banking sector has been down on a one-year basis. Thinks this is on concerns that the Canadian economy is going into a recession. The whole banking sector, including this one, is really attractive at this time. Trading at very low valuations. Gives you a yield of about 4.5%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2016-02-09 $37.720

A leading dairy processor and cheese manufacturer. Global in scope, operating internationally as well as in the US. A mature industry, but they are very good acquisitors. Always priced at a premium because of its more stable cash flows and its abilities to acquire. For a good, long term investment, she would stay with this.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-02-09 $54.420

A great consumer product company. She would look at this in a more volatile market and on a pullback. They have been great at introducing more food into the restaurants. Not as international as some of the other quick serve restaurants, so that is an avenue of growth. Very well-managed, but not a cheap stock.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD SLF-T Sun Life Financial Inc Market Call (BNN TV) 2016-02-09 $37.940

Feels this has a little bit less risk than Manulife (MFC-T). Both are very good businesses and both have gone down in the same direction. Risks that investors have expressed about both companies and Canadian Banks pertains to not just interest rates but also to the wealth management businesses they have. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT VZ-N Verizon Communications Market Call Tonight (BNN TV) 2016-02-09 $50.150

Telcos as a whole are very defensive. In this kind of volatile environment, they have held in very well. When they reported, their numbers were decent. They give an attractive yield.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY WBA-Q Walgreen Boots Alliance Market Call (BNN TV) 2016-02-09 $74.930

Likes the stock at this level. Relative value compared to the S&P 500 usually trades at a premium, and that has since come in quite substantially. This is a great entry point. If you normalize for the synergies that they can get from the Rite Aid acquisition and the Alliance Boots acquisition, you are looking a pro forma earnings upwards of $7 per share they could realize a couple of years out. This is a stock that typically traded in the range of 15-20X earnings, so there is a lot of upside potential. You could buy Rite Aid (RAD-N), which would be a lower risk way to get a little bit of upside into your broader portfolio.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT WJA-T Westjet Airlines Market Call (BNN TV) 2016-02-09 $15.490

Doesn’t own any airline stocks as it is very cyclical. You couldn’t ask for a better management team or a better quality company, if you’ve got a long-term time horizon. However, there are recession risks in Canada and concerns about capacity and pricing. A lot of those things are being reflected in the valuation. If oil prices go up and economic fundamentals stabilize, there should be some firmness and pricing which should prop up the stock and the valuation. This is a good entry point. Dividend yield of 3.6%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2016-02-09 $65.810

Somewhat defensive in that their consumer base tends to be lower income. They made the announcement that they were investing into the future with online initiatives, so with all the bad news out there, this had a bit of a rally. This is a tough space and she is not looking to get into that retail space.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK WN-T George Weston Ltd. Market Call (BNN TV) 2016-02-09 $103.020

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

Markets.  You are better to put money in the market when the market is down 1.57% (a statistically calculated amount), such as on a day like today.  He thinks the Fed will suggest they won’t increase interest rates in March.  If we are going into a moderate recession, the US market is not down, even if the rest of the world is.  At some point this year we might see the S&P at the 16-17 hundred level.  The S&P could go up 10%, or it could lose.  This earnings season is far better than expected.  The top line growth, however, has been declining for a year, plus.  Best case scenario the market goes sideways, but there will be trading opportunities.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

What ETF for Canadian TSX exposure.  ZCN-T is the entire Canadian TSX.  XIC-T is the entire TSX and VCE-T is the MSCI Canada version of the index. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WAIT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

Oil.  He thought it would bottom in the $40s, not the $20s.  He got in early.  He is not inclined to do more at present.  There could be bankruptcies in the oil space in North America.  If you have not stepped in, then wait.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-08 $0.020

Markets.  The S&P should post its biggest earnings decline in 7 years.  The forecast for 2016 is for an over 3% decline.  This should lead to a decline in US employment.  There is a potential for a decline in the US economy.  The NASDAQ is at a 15 month low.  Many stocks are trading at high PEs.  He expects a broad decline in the US markets.

Robert McWhirter GROWTH & INCOME BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-02-08 $0.020

Educational Segment.  How to make Smart Monthly Withdrawals.  0.8% is the monthly average return of the S&P over history.   Look at the percentage difference between the current S&P price and the 21-day moving average.  If the current monthly return is twice as much as the average monthly return, it is time to take money out of the market.

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 Tonight (BNN TV) 2016-02-08 $0.020

Markets. People tend to think of a Hedge Fund as a higher risk, but if it is done right it can help reduce volatility in a portfolio. On a day like today, you want to protect capital. The usual way people do this is by moving from securities into cash. Then when the market starts to rally they feel they are being left behind and they move back into securities. This means they have 2 market timing decisions. Market timing is something investors can’t do well on a consistent basis. Pair Trading helps to minimize some of that risk. There are 3 different types of major risks in investing. Market risk where the market goes up or down, industry specific risks that affects all companies within the sector equally, and finally company specific risk. On a Pairs trade he goes Long a position within the same sector, and Short a stock within the same sector. Think of this as a fraction with the long position as the enumerator and the short position as the denominator. The market risk, industry specific risk and company specific risk are in both the enumerator and the denominator. Like a fraction, you can cancel out the market specific risk on both sides and you can cancel out the industry specific risk on both sides, and you are left with company specific risk over company specific risk. He likes to isolate those factors as it is a much more precise way to invest. Decided about 3 years ago not to make any direct investment in resource, long or short. In a non-resource name there is a much better ability to understand a company. Both his funds were up last year.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-08 $0.020

Bitcoins? He is very cynical about the bitcoin space, and thinks it is very ripe for Short opportunities. Some of the names out there are not big enough to Short. If you are thinking about going Long, there are a lot better places to put your money.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2016-02-08 $4.400

He likes the industrial space within the REITs and the fact that this company was buying individual buildings 1, 2 or 3 at a time, largely from private investors. They were getting 18%-18.5% cap rates, which is very attractive. Got a new CEO who changed the style of the company of what they were buying, so he exited his position.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
DON'T BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2016-02-08 $18.300

People are concerned about declining car sales and about the ability for lenders to be happy to lease or loan for autos.  Most recent earnings were down and forecasted lower this year.  If they deliver earnings growth it is a good deal.  He is cautious on whether they can deliver good earnings.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
COMMENT AD-T Alaris Royalty Market Call Tonight (BNN TV) 2016-02-08 $23.220

Makes investments within private companies, and holds a stable of companies within that. They get a return on their capital from that. The company holds about 12 positions in their portfolio, with a lot of the exposure in Western Canada and Alberta. That region is experiencing difficulty. Even in good times he doesn’t think their business model is such that they charge enough for providing capital. Prefers Grenville Strategic Royalty (GRC-X).

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
TOP PICK AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2016-02-08 $47.240

It has been a star recently.  It is a gold company that pays a dividend.  There is 10% trailing cash flow so lots of room to increase the dividend.  2.3% free cash flow.  PE is .38.  It is one of the few gold companies with attractive fundamentals going forward.

Robert McWhirter GROWTH & INCOME BEARISH No View
DON'T BUY AFN-T Ag Growth International Inc Market Call (BNN TV) 2016-02-08 $26.990

Earnings estimates chopped by 22%.  Analysts are still optimistic for a 46% growth in the second half of this year, but he is not positive given that earnings are currently down 69%. 

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
BUY AGI-T Alamos Gold Inc Market Call (BNN TV) 2016-02-08 $5.740

He has a quarterly, weekly and daily buy signal in gold.  He is generally optimistic across all gold stocks.  If the price of gold moves up you will see a significant earnings revision.   This one has a huge leverage to gold.  Hold it for two years, or get an ETF or one of his top picks.

Robert McWhirter GROWTH & INCOME BEARISH Unknown View
PAST TOP PICK ANY-Q Sphere 3D Market Call Tonight (BNN TV) 2016-02-08 $1.700

(A Top Pick Feb 10/15. Up 53.55%.) *Short* Has a virtualization software that is supposed to enable full applications of software on mobile devices. Sounds good in theory, but hasn’t really delivered in terms of sales or earnings. Did some capital raises lately, and it is relatively expensive. It is very difficult to short the name now, because it has become quite crowded, and he lost his “Borrow” on the name.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
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