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Compiling comments that experts make about stocks while on public TV.

CBS Corp Stock Symbol: CBS-N

Last Price Recorded: $57.7200 on 2017-09-18

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Date Signal Expert Opinion Price
2017-09-12 PAST TOP PICK Cameron Hurst

(A Top Pick April 6/17. Down 15%.) This one hasn’t been as positive as he would like. It turned after the 1st quarter earnings. The 1st shot across the bow was the cable guys talking about cord cutting, and then ultimately ad spending team and a little bit weaker than what he was expecting.


Price:
$58.820
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-01 PAST TOP PICK Bruce Murray

(A Top Pick Oct 4/16. Up 20.23%.) Sold his holdings in November, and switched into Facebook (FB-Q).


Price:
$66.080
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
No
2017-04-06 TOP PICK Cameron Hurst

45% of their revenues are from advertising and they are highly correlated with growth in GDP.  They have significant ownership in the content of Showtime (70%).  They are levered to right pieces of the market.  They are returning capital to shareholders.  (Analysts’ target: $74.50).


Price:
$68.880
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-11-21 DON'T BUY Bruce Tatters

Has been an incredibly well run company.  Their parent has been the subject of a lot of troubles.  There is talk of a merger of parent and subsidiary.  He does not own a lot of media stocks because of the disruption of content distribution.  He keeps an eye on DIS-N.


Price:
$60.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-10-04 TOP PICK Bruce Murray

This has a highly rated content, probably amongst the best out there. A growing ad stream and retransmission revenue, which they haven’t really mined, that they charge to the cable carriers. That could be a triple in revenue over the next several years. There is now a potential that they could be put together with Viacom. This could be accretive to the tune of around 10%-15%. It is only trading at around 10X 2018. Strong cash flows. Dividend yield of 1.3%.


Price:
$55.550
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 PAST TOP PICK Andy Nasr

(A Top Pick June 9/14. Down 7.64%.) Sold his holdings when he started to see ad spending decoupling from GDP growth. There is also a decline in TV viewership. He has a long-term concern about cord cutting in the US with households no longer subscribing to cable.


Price:
$55.520
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
No
2015-05-21 PAST TOP PICK Andy Nasr

(Top Pick Jun 9/14, Up 2.75%) He sold recently at current prices.  He saw advertising spending and economic growth decouple so he got out. 


Price:
$61.810
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
No
2014-06-09 TOP PICK Andy Nasr

They own content and have valuable sports rights, and feels they are going to be able to monetize that content on a go forward basis. Sees this at $70-$75 a year from now. The biggest catalyst is going to be ad revenues. As the US economy picks up, you should see mid-single digit ad revenue growth, which will benefit them, as we haven’t seen this in the last few years. Buying back a whole ton of stock, and thinks there will be dividend growth as well. Yield of 0.79%.


Price:
$60.740
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2012-06-14 HOLD Jim Huang (Market Call Minute.) Benefited from the whole media recovery.
Price:
$31.730
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-06-11 HOLD Gavin Graham (Market Call Minute.) Broke out to a new 12 month high. As long as you are comfortable that people will continue to a to watch their programs, it is at least a Hold.
Price:
$31.580
Subject:
GLOBAL LARGE
Bias:
BULLISH on COMMODITIES
Owned:
Unknown
2012-06-07 PAST TOP PICK Stan Wong (A Top Pick May 12/11. Up 23.51%.) Low double-digit growth. Reasonable PE at 13 times. He took some profits on his holdings because it is a little bit higher beta. Still likes.
Price:
$31.740
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2011-12-01 PAST TOP PICK Derek Webb, CFA

(A Top Pick July 20/11. Down 10%.) Sold Aug Puts for $1.05. Stock took a severe drop along with a lot of stocks. Could have bought the Put back but because of volatility, the price increased. A way to get around it is to Short the stock, which he did.


Price:
$25.420
Subject:
OPTIONS & TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2011-07-20 TOP PICK Derek Webb, CFA

Selling August Puts for $1.05. It is hard to find things now that are not overbought. If he doesn't get Put the stock, he makes his 3.5%. If he gets Put the stock, he is happy to own it.


Price:
$28.740
Subject:
OPTIONS & TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2011-05-12 TOP PICK Stan Wong Great metrics. Just beat their earning estimates. As the macro economy continues to improve, this company and others are going to benefit from improving television and outdoor advertising. Recently renewed a Netflix contract. Have great content. Some of the international syndication opportunities are strengthening. Trades at about 15X forward earnings.
Price:
$26.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2008-09-08 DON'T BUY David Burrows Positive on the US market but not positive on the media group, which are all facing difficulty. 6.5% yield but there are capital risks.
Price:
$17.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US LARGE CAPS
Owned:
No
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