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 Market Call Tonight (BNN TV) 2016-06-28 $0.020

Markets. Today’s rally shouldn’t have been too much of a surprise, as you always get a snap back after a big plunge in the market. This is a normal market action. He will probably use this as a chance to Sell more. Views BREXIT as a continuation of what has been going on for quite some time. It is really a function of big secular changes going on in the global economy, which manifest themselves in these sorts of situations. We are going to be in a sort of disinflation, deflationary type environment for quite some time. It sets up some really interesting opportunities for investors, but just outright Long equities are probably not the optimal solution. There are 7 or 8 really big things that have manifested themselves in today’s vernacular of lower for longer in terms of both rates and global growth going lower. We have a lot of debt, and this debt needs to get addressed. You can either write it off, monetize it or mark it down.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-06-28 $93.590

Has this as a Short. Their products are fabulous, but the bottom line is that the iPhone is everything to them, and it is in decline. Trading roughly at around 10X. Expects the stock to fall 10%-15% from here.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
TOP PICK ALB-N Albemarle Corp Market Call Tonight (BNN TV) 2016-06-28 $78.290

The biggest in the lithium space. He is not super excited about base metals, but is very positive on precious metals. Last quarter their earnings exploded to the upside. They want to be the dominant player in lithium. Just sold their chemicals business. Expects they will make some more acquisitions. The thesis of this selection is electric cars.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
DON'T BUY BKL-T PowerShares Senior Loan ETF Market Call Tonight (BNN TV) 2016-06-28 $18.850

Presumes this is a floating rate type senior loan fund and is marketed principally on the idea that you are going to be protected. As rates go up your income will go up. There are always small problems with these loan portfolios. They are typically offered as leveraged companies, and he has found that it is all good, and then one day it is not good.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2016-06-28 $27.790

This is a terrific company. Have made some really clever acquisitions in the last few years. Feels the dividend is quite safe.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
COMMENT CYH-T iShares Global Advantage Dividend E.T.F. Market Call Tonight (BNN TV) 2016-06-28 $17.000

(RESP 15-20 year minimum?) European equities hedged to the Cdn$. Pretty much everything in Europe and the UK, but without financials. He would advocate a broader global strategy and without the Cdn$ hedge. This is a perfect time, because you can average in through all the nonsense that is going on.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
BUY on WEAKNESS DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-06-28 $96.050

Leaning a little towards the bearish camp on this, but wouldn’t be Short, but only because he thinks we are at peak sports in regards to money that is being paid. However, besides ESPN, this company has some other terrific businesses. People are not ascribing a very high multiple to their movie business, because every now and then you don’t have a hit. This is a Buy in the low $90s.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
SHORT FL-N Foot Locker Market Call Tonight (BNN TV) 2016-06-28 $52.180

This is 75% Nike distribution, but Nike has an online platform now where you can order customized running shoes online. This is a terrific Short here, and thinks it is going substantially lower.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
BUY GE-N General Electric Market Call Tonight (BNN TV) 2016-06-28 $29.940

Probably one of his favourite companies in terms of safety. He would buy this for the long-term. They have jettisoned their financial services business, which is virtually all complete now. It is now wired up and ready to go. If we do get a recession in the US, this will be at acquisitive company again.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
TOP PICK JJG-N iPath DJ-AIG Grains Index Market Call Tonight (BNN TV) 2016-06-28 $33.320

These type of investments are very good diversifiers. This is composed of 3 different agricultural commodities, wheat, corn and soybeans. Soybeans has been the big driver, principally because there is a shortage in Brazil. Wheat is kind of finished, but corn is kind of interesting because we have this kind of El Niño affect coming down the pipe now, creating super hot and super dry in the US. Wouldn’t make it a big position in your portfolio.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
COMMENT L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2016-06-28 $68.650

Fabulous management and great market share. Their purchase of Shoppers was fabulous. It is a bit expensive. There is some talk that they are going to spin out the gas station part. It is hard to see it going up a lot from here, however he doesn’t see it going down a lot either.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
DON'T BUY LNR-T Linamar Corp Market Call Tonight (BNN TV) 2016-06-28 $43.880

The rule of cyclicals is that you sell them when PEs are low and buy them when PEs are high. The PE on this is dirt low right now. Over the long-term you are going to be fine, but in the short run this is still dead money.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
BUY LUN-T Lundin Mining Corp. Market Call Tonight (BNN TV) 2016-06-28 $4.190

His favourite name in the copper space, but has been one of the poorest performers year to date because it is such a good company. They don’t have a lot of debt. Thinks a lot of investors are nervous about buying a company that wants to buy somebody else. He would have this is a Long, offset was some Shorts on companies he is not favourable on.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2016-06-28 $16.970

Financials do not rate high on a Buy list in these markets. Has pretty much been Short financials since starting his fund 18 months ago. Insurance companies in particular are in a tough bind. With these low rates, putting premiums to work and earning a decent return without a lot of risk, is very tough. This doesn’t have much European business. Asian and wealth management businesses have been great, but offsetting those 2, they have had some issues with energy debt. The good thing is that it is really cheap. If you take an 18-36 month view, you can be okay.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
DON'T BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-06-28 $43.990

The rule of cyclicals is that you sell them when PEs are low and buy them when PEs are high. The PE on this is dirt low right now. Over the long-term you are going to be fine, but in the short run this is still dead money.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
COMMENT NKE-N Nike Inc Market Call Tonight (BNN TV) 2016-06-28 $53.090

Just reported and were disappointing on their revenue and future order front. Thinks the shoe business has peaked out.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
HOLD PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2016-06-28 $34.440

A super, high quality stock that people have owned for decades and decades. A constant dividend grower. Has always had a great pipeline of drugs. Doesn’t believe the entire drug industry is either a Long or a Short. Wait to see who is elected in the US, because that will have a very big impact on sentiment.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
BUY on WEAKNESS SBAC-Q Sba Communications Corp Market Call Tonight (BNN TV) 2016-06-28 $103.540

Tower businesses have been reclassified as REITs, and they are terrific businesses. Cell phones aren’t going away, and with all the changes going on and what you can put through the lines, these towers are going to continue to be valuable properties. Any pullback would be a great time to get in.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
BUY SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-06-28 $54.850

Some of the more growthier type names have been sold down. This one has a tremendous loyalty program. Has done quite well in China. It is one you can buy and tuck away for ever.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
COMMENT TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2016-06-28 $8.430

Nice dividend and great management team. They were buying a lot of residential real estate property in the US when nobody else wanted it. Feels their block of properties is worth a lot of money. At some point there will be further consolidation in the space, and at some point they could be an acquisition.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
TOP PICK TIP-N iShares TIPS Bond E.T.F. Market Call Tonight (BNN TV) 2016-06-28 $116.520

These are inflation protected securities. Thinks that CPI is going to continue to bump up. Expects the core PCE (?) in the US to be fully through 2% this year. A safer bet with less capital risk.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2016-06-28 $75.160

A great company and pretty much a staple in every portfolio managers holding. Visa Europe is very interesting and they are obviously taking in the rest of that. He has a series of shorts against this, such as Capital One, Discover and Allied Financial.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Yes View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2016-06-28 $9.930

Right now he is very lightly positioned in energy. It has had a big move and he has seen a lot of energy stocks back up. A good company and management is fine. Doesn’t think you are going to get hurt on this except just through the general commodity malaise.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
BUY on WEAKNESS WFC-N Wells Fargo Market Call Tonight (BNN TV) 2016-06-28 $46.100

If you are going to buy one US bank, this would be it. The loan quality, credit quality and management are superb. However, it is one of the more expensive large cap banks in the US. It depends on your time horizon. Eventually rates will go up. Dollar cost into the name over the next year.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
DON'T BUY WSP-T WSP Global Inc. Market Call Tonight (BNN TV) 2016-06-28 $38.010

In the very short run, this is not the best time to buy this. A pure play engineering company, growth by acquisition. Terrific management. Believes it has about 10%-20% exposure to the UK. If things play out on a macro standpoint the way he thinks they will, at some point infrastructure spend starts to kick in, and this would be one of the beneficiaries.

Jim McGovern NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-22 $0.020

Demographics. Aging demographics is one of the most permanent, non-cyclical investment themes, and is going to be so over the next decades, out to 2050. Right now it is a developed market phenomenon. The key he likes to look at is the amount of cash being spent in places like the US per capita. The 45 and under cohort is about $4000 per person, so not only do you have an aging population, but the amount of cash that is spent is exponential, growing to $18,000 when you are over 65.

Paul Macdonald HEALTHCARE UNKNOWN _N/A View
COMMENT ABT-N Abbott Labs Market Call Tonight (BNN TV) 2016-06-22 $38.740

Has 4 businesses, an established pharma, labs division, diagnostic division and a medical device division. Has owned this for some time. Recently made a couple of acquisitions, so the valuation hasn’t kept up with its peers. Part of the reason is because of hair on some of the acquisitions. They are looking to acquire another company for about $5 billion + $3 billion in debt, which would be complementary to their monitoring devices. Their larger acquisition is St. Jude Medical, highly complementary and a leader in cardiac rhythmic management. Paid $25 billion with about $5 billion debt. This is going to be cash and stock. A situation where patience is required. You have 6 months of a bit of noise around the acquisitions, and after that they will be integrated and begin their growth. He is writing options on this.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2016-06-22 $149.810

Amgen (AMGN-Q), Celgene (CELG-Q) or Biogen (BIIB-Q)? These are 3 great companies. His preference would be this one, which is the leader in the space and the dominant player.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
TOP PICK AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2016-06-22 $149.810

He owns 3 biotech companies in his portfolio, and he wants to own best in breed. In this latest correction in the biotech space, if you are looking to have exposure but big deep pipelines, good balance sheet, consistency and the ability to abstract revenue out of the drugs, this would be the one. Dividend yield of 2.66%.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT BIIB-Q Biogen IDEC Inc. Market Call Tonight (BNN TV) 2016-06-22 $234.600

Amgen (AMGN-Q), Celgene (CELG-Q) or Biogen (BIIB-Q)? These are 3 great companies. His preference would be Amgen, the leader in the space and the dominant player. This one is a great example of a mega-cap company that has a lot of pent-up interest in one of their phase III’s. Alzheimer’s hasn’t had a great success rate in drug testing, but if it does come positive, you could see some great valuation.

Paul Macdonald HEALTHCARE UNKNOWN No View
COMMENT BMY-N Bristol Myers Squibb Market Call Tonight (BNN TV) 2016-06-22 $72.310

This is a large cap pharma/biotech. It has the best growth profile on the pharmaceutical companies, which is reflected in its earnings. Has a deep vein thrombosis drug that is going from $1 billion to $4 billion over the next couple of years. Also, has an immunotherapy drug which is capturing a lot of volume and a lot of interest in their pipeline. Trading at about 27X this year’s earnings, which goes down to 20X next year’s. The low $70s would be an attractive entry point.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
HOLD BSX-N Boston Scientific Corp Market Call Tonight (BNN TV) 2016-06-22 $22.660

An extraordinarily well-run company. Great organic growth. A leader in the cardiac rhythm management, and have done that principally organically. The new management in 2012 streamlined operations, became very efficient and enhanced margins on the back of that. This is a company that he wants to continue to own.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2016-06-22 $99.230

Amgen (AMGN-Q), Celgene (CELG-Q) or Biogen (BIIB-Q)? These are 3 great companies. His preference would be Amgen, the leader in the space and the dominant player. This one is on his list right now and he is monitoring it. They have 1 drug which is about 60% of their revenue, but he likes what they have done in joint ventures in the past year.

Paul Macdonald HEALTHCARE UNKNOWN No View
COMMENT CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2016-06-22 $15.510

This is expensive, because it is expensive to live there. Fabulous facilities. Has had a great run. You have to pay a premium when there is nothing else like it in Canada.

Paul Macdonald HEALTHCARE UNKNOWN No View
BUY GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2016-06-22 $82.450

Trading around 7X this year’s and next year’s earnings. That tells him there is no growth. Their business is twofold, 35% in HIV franchise. He is seeing declines in their hepatitis C business. Sees increased competition coming in. They need to fill out their pipeline and they have the balance sheet to do it. Very inexpensive.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT GSK-N GlaxoSmithKline PLC Market Call Tonight (BNN TV) 2016-06-22 $41.760

Has a deep pipeline of drugs. 25% of their business is in consumer. Trading at around 15X forward earnings. Not a lot of growth, but they have a really attractive yield of 5+ percent which he feels is safe.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
HOLD JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2016-06-22 $116.460

One of the leading diversified healthcare companies. They have deep pharmaceuticals and are leaders in medical devices. Has had a fairly good run, and trading well above its trading 52 week forward earnings multiple. Sees this as one of the dominant players in the space.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
HOLD MDT-N Medtronic Inc Market Call Tonight (BNN TV) 2016-06-22 $84.260

Acquired Covidien about a year or so ago. A very synergistic acquisition. Has had a great run. A name he would absolutely continue to hold onto. Great balance sheet. Growing in their businesses. His preferred choice in medical devices.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
TOP PICK MRK-N Merck & Company Market Call Tonight (BNN TV) 2016-06-22 $57.040

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
BUY NVS-N Novartis AG Market Call Tonight (BNN TV) 2016-06-22 $79.710

60% of their business is in pharmaceuticals, 20% in ophthalmology and 20% in Sandoz, a biosimilar company, the 1st one to get a biosimilar approved in the US. Attractive balance sheet.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2016-06-22 $34.470

You are not paying a lot for the valuation on this, about 13X next year’s earnings. Has 3 business lines including innovative drugs, established pharmaceuticals and oncology and consumer. You could see a split of one of those businesses. Has a great dividend.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT RAD-N Rite Aid Corp. Market Call Tonight (BNN TV) 2016-06-22 $7.730

He doesn’t cover this, because as a pharmacy it is considered a consumer staple. Right now this is being subject to a takeover by Walgreen Boots Alliance (WBA-Q).

Paul Macdonald HEALTHCARE UNKNOWN No View
COMMENT TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2016-06-22 $51.190

They are in the process of buying Allergan’s (AGN-N) generics business. Generics aren’t great looking forward, at least in the very short term, and he thinks this is priced into the valuation. There are a lot of synergies on drug duplication that can come through. 

Paul Macdonald HEALTHCARE UNKNOWN Yes View
TOP PICK UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2016-06-22 $137.900

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2016-06-22 $27.730

Has never owned this because he could never get his head around their negative ROE. There is a lot of noise around pricing and investigations. They have a huge amount of debt and $31 billion in overhang. Also, there are some regulatory issues in the US. On most value metrics, this is very inexpensive, but you have to realize what you are buying. This is a company that has lost its reputation with its clients, physicians and payers, and they need to rebrand that. If you have risk tolerance in high risk, there is opportunity here.

Paul Macdonald HEALTHCARE UNKNOWN No View
COMMENT ZTS-N Zoetis Inc Market Call Tonight (BNN TV) 2016-06-22 $47.330

An animal health company that was spun out of Pfizer (PFE-N) in 2013. They have 2 lines of business. 1.) Vaccines and antibiotics for livestock including cattle, swine and poultry, in that order, for about 65% of their revenue. 2.) Antibiotics for companion animals. A great growth profile in emerging markets. Trading at about 25X PE this year, going down to about 20X with about 20% EPS growth. A well-run company. He could see more upside in this.

Paul Macdonald HEALTHCARE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-16 $0.020

Markets. Janet Yellin is determined to get the US back into inflation. Technology, globalization and innovation are deflationary. We have been fighting inflation, the wrong war, since Paul Volcker got into power, so inflation needs to be created. The way that is done is to keep interest rates down. He would like to see Janet Yellin as bold as Paul Volcker was in the 1980s, and stop doing this incremental independent dance that she has been doing with the market. Stand aside and let capital get to its true valuation. Let’s get inflation. Let’s get growth going, and then they can raise interest rates.

James Thorne US DIVIDEND UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-16 $0.020

Gold. $8.3 trillion of sovereign debt globally have negative yields. Gold has no yield. It is a diversification away from sovereign debt. There are very prominent economists suggesting to the emerging-market Central Bank to own at least 10% of their FX holdings in gold. He thinks gold is just getting going.

James Thorne US DIVIDEND UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-16 $0.020

Efficient market hypothesis? This theory is that every security already reflects the information that is out there. It is a theory that was based on the 1960s, and we shouldn’t be using it. He doesn’t hold to this, because people make mistakes and they are emotional. There is no perfect hedge. There is a huge opportunity to generate alpha, or outperform, by not adhering to this hypothesis. He would argue that the market is not pricing everything efficiently, and he takes advantage of that.

James Thorne US DIVIDEND UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-16 $0.020

Converting Cdn$ to US$ with a 6-12-month time horizon? What you need is to find a manager that is willing to hedge that position. Doesn’t think the Federal Reserve will move until after the US Federal election in December. Feels the Cdn$ is going to appreciate in value once we get through BREXIT.

James Thorne US DIVIDEND UNKNOWN _N/A View
COMMENT AWK-N American Water Works Co. Inc. Market Call (BNN TV) 2016-06-16 $78.680

This company buys the water pipes from US municipalities. It fixes the pipes and they get a fee for moving the water for the communities. A very, very stable business. The problem is, they have very little growth and they have no pricing power. PE is 30X and the yield is less than 2%, so he can’t get his head around the valuation.

James Thorne US DIVIDEND UNKNOWN No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2016-06-16 $13.310

The yield curve is very flat. Securitization was introduced in the 1970s. Banks overearned and expanded their business model. Those days are over. Now you have this big business model and they are asking themselves how they can make money. They used to be able to get through this by making mergers and acquisitions, but they can no longer do that. On the long-term structural view, he is not very bullish on banks. In the short term, if they do get a period of rising interest rates, there may be a nice trade for 6-8 months. Thinks the big banks are going to have to start selling themselves off, because the old business model is no longer profitable.

James Thorne US DIVIDEND UNKNOWN Unknown View
COMMENT BLK-N Blackrock Inc. Market Call (BNN TV) 2016-06-16 $339.460

For a 5-year hold? Very, very solid company. Strong management team. If you believe the US Federal Reserve and Central bankers are going to get away and allow the markets to heal, and capital will be allocated, then it would be a nice addition to your portfolio. 

James Thorne US DIVIDEND UNKNOWN No View
TOP PICK GSBD-N Goldman Sachs Business Development Market Call (BNN TV) 2016-06-16 $19.880

Business development companies were developed in the 1970s when the US government was trying to figure out how to get money into the hands of businessmen. They were focused on lending money to companies that couldn’t get money from Wall Street or traditional banks. Because of securitization, banks got into this business and it is a very sleepy business. They have to distribute 90% of what they get in terms of interest rates from their clients. In 2008, you had Basil III, Dodd Frank and the Volcker rule, so banks could no longer lend willy-nilly to anybody, so they pulled back. Dividend yield of 9.11%.

James Thorne US DIVIDEND UNKNOWN Yes View
COMMENT HON-N Honeywell International Market Call (BNN TV) 2016-06-16 $115.790

A wonderful great company and a great theme. Value stocks have underperformed growth stocks in the US for about 8 years. If interest rates do not go up, value names are going to outperform growth names. Stocks like this are growthier companies, and even though they are wonderful strong stocks, they will basically be a source of cash when the big pension funds and big banks start to allocate money away from growth names. As long as you are okay in hiding out in this, it is still a wonderful long term hold. Dividend yield of 2.1% is not enough for him.

James Thorne US DIVIDEND UNKNOWN No View
COMMENT JNJ-N Johnson & Johnson Market Call (BNN TV) 2016-06-16 $116.640

Classic defensive, great company, full valuation. If you don’t care that it goes down when people allocate capital out to get more offensive in their portfolio, that it is fine. He would expect to see that once the economy starts to grow and people start getting more and more focused on inflation, he would see this as a source of capital. Sold his holdings late last year. This is not that cheap. Dividend yield of 2.8%.

James Thorne US DIVIDEND UNKNOWN No View
TOP PICK KMI-N Kinder Morgan Inc. Market Call (BNN TV) 2016-06-16 $17.600

The largest distributor of natural gas in North America. It got hammered because everybody thought it was going to be cut to junk. They cut the dividend, but their higher yields are trading at or higher than they were back in the middle of last year. So there is no stress on their high yields. If they go back to the market and finance their expansion with debt, maybe that dividend comes back. Feels natural gas is going to have a nice rally. Dividend yield of 2.88%.

James Thorne US DIVIDEND UNKNOWN Yes View
COMMENT LOW-N Lowes Companies Inc. Market Call (BNN TV) 2016-06-16 $78.170

Just sold his Home Depot (HD-N) holdings, which is a wonderful company with a great web presence. It is growing home-store sales without opening any new stores. However, it is too expensive. Lowes is a sister company and is following up a little. Has a decent dividend, but with a little more dependence on selling appliances. Just because it is a good asset doesn’t mean it is a good investment.

James Thorne US DIVIDEND UNKNOWN No View
COMMENT MCD-N McDonalds Market Call (BNN TV) 2016-06-16 $122.470

A great company and a leading innovator. As a company, he really likes it, however it is just way too expensive. Trading at about 22X. 2.9% dividend yield. You aren’t going to get hurt holding this.

James Thorne US DIVIDEND UNKNOWN Unknown View
COMMENT MIC-N MacQuarie Infrastructure LLC Market Call (BNN TV) 2016-06-16 $70.460

A lot of the stocks went down because of the view they were directly related to energy. This company owns a lot of oil storage tanks, and a Hawaiian utility, and yet it trades off as though it were an oil driller. He likes the company. Solid dividend and good growth prospects. Dividend yield of 6.8%.

James Thorne US DIVIDEND UNKNOWN Yes View
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