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

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-06-26 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  An Italian bank is purchasing for one Euro two Italian regional lenders that were being bailed out, and are now being wound up.  This is the continuation of ‘too big to fail’.  The government is not doing a good enough job of regulating the banks there.  This is going to be troubling for decades to come.  If interest rates go up marginally, you see purchasing coming down.  At the end of the day, fixed income is a safe place to put your money.  There are doubts that Trump can ever cut corporate tax rates all the way to 15%.  This will affect small cap US stocks, which would have benefited tremendously from a big tax cut.  That makes the Russell 2000 index the most expensive in the world, so he is short that index. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-06-26 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Robots.  A lot of boring jobs were replaced by computers and so a lot of jobs have gone away.  Amazon is breaking every space.  They could have cost a million jobs by now.  They are only going to get bigger and bigger in this space.  He feels there will be social problems coming.  From the mid-70s to today, the bottom 50% of people have seen no real growth in their incomes.  The next 40% have seen only a marginal growth.  The top 10% are all doing well.  BOTZ-Q and ROBO-Q are ETFs for robots and they have outperformed the world.  He will love them once we get a market correction.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-06-26 N/A A Comment -- General Comments From an Expert
A Commentary
Stephen Takacsy, B. Eng, MBA

Markets. Stocks aren’t cheap, but where else are investors going to invest.  It is more and more of a stock picker’s market.  It will be tough for Trump to accelerate US growth to 4%.  Canada is doing far better.  Stimulus spending and tax cuts are temporary.  We are probably in low inflation for the rest of our lives.  There is a lot of government debt.  There is too much stuff in the world and not enough people to buy it all.  He feels tech specialty companies are the way to go.  We are running out of tech names in Canada, however.


Price: $0.020
Subject: CANADIAN
Bias: SELECTIVE
Owned: _N/A
2017-06-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Stephen Takacsy, B. Eng, MBA

Fixed income is very tough.  You are earning next to nothing on government bonds.  He focuses on high yield, but keeps getting the companies redeeming them early.  He was picking away on beaten up preferred shares.  He suggests keeping your duration very short.


Price: $0.020
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Market. A number of consumer sentiment indicators along with other broad indicators, peaked about a month ago and have pulled back slightly. Someone suggested that they have in fact peaked and are now in for a decline, a forerunner of a major economic slowdown, followed by a recession. If this is the case, you could look for a 5%-10% market correction. Given the severity of the recession in 2007-2008 and given debt levels, the recovery is going to take quite a bit longer than normal. He thinks we have another couple of years of 2% growth plus/minus, which is disappointing. However, he expects these pullbacks will be nothing more than short-term blips.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2017-06-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Royalty companies, large cap golds or intermediate golds over the next 3 years? If he had to own a gold security, it would be Central Fund (CAF.A-T) or a Gold bullion fund. Over the next 3-10 years, a number of things will happen. First of all, it is insurance against a major disaster. Secondly, inflation is not a factor right now, but should it reignite, this gives you some insurance. Finally, there is going to be a day of reckoning because a lot of companies will not be able to meet their pension fund liabilities, and there could be quite an upset in International circles and gold is a protection against that. If he had to pick 2 companies, the 1st would be Goldcorp (G-T) and the 2nd would be Agnico-Eagle (AEM-T).


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-06-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

Sectors you would avoid? Very early he learned to avoid commodity stocks. Doesn’t think the world needs another hamburger stand or fast food outlet. He has never liked airlines, because they are always subject to uncertainties and price wars. On the other hand, US defence stocks are a natural, and he has looked at General Dynamics (GD-N), Huntington Ingalls (HII-N) for space weapons and defence and Raytheon (RTN-N).


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-06-26 COMMENT A Comment -- General Comments From an Expert
A Commentary
Peter Brieger

A robotics stock for growth? He doesn’t own any at this time. One that he does favour is an ETF Robo-Global and Automation (ROBO-Q). He likes that it has 35 or 40 different robotic companies, but most of them are Japanese or foreign. He likes Rockwell Automation (ROK-N), but it is just a tad too high. If this had a 5% pullback, he would be buying it big time.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-06-26 COMMENT Apple
AAPL-Q
Peter Brieger

A stock that, subject to your view of the market and your price parameters, you could own. You know for certain that this company is going to continue to be an innovator in a number of different areas.


Price: $145.820
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-06-26 STRONG BUY Andrew Peller
ADW.A-T
Stephen Takacsy, B. Eng, MBA

It got ahead of itself.  He is buying it at these levels and it is one of his biggest positions.  Wine is the fastest growing beverage in Canada.  It is a very good business and very well managed.  It is a good time to get in.  Their kits for home winemaking is a very good business.


Price: $11.100
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 PAST TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick June 27/16. Up 9.95%.) The long-term case is that the world needs more food, and to maximize production, you need fertilizer. They have a great retail business which continues to grow. He wouldn’t be inclined to own it here because they are going to merge with Potash (POT-T), which will make them a major player in potash which, in the short term, creates quite a few questions. He would avoid this here.


Price: $122.770
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 BUY on WEAKNESS Algonquin Power & Utilities Corp
AQN-T
Stephen Takacsy, B. Eng, MBA

It is the renewable energy space and power/water utilities so only one side of the business is regulated.  There are a lot more acquisitions yet to come.  The dividend will continue to grow and there are organic growth prospects.  It is a little pricey so buy it on dips. 


Price: $14.170
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 DON'T BUY Alimentation Couche-Tard (B)
ATD.B-T
Stephen Takacsy, B. Eng, MBA

It is a great success story.  They have done a good job of consolidating the industry on a global basis.  There is not a lot of organic growth and gasoline margins are very thin.  30-40% of sales are from tobacco so he has an ethical problem with it.  They have benefited from other retail not selling tobacco.  It is not an attractive business, nor is it attractively priced.


Price: $63.620
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2017-06-26 PAST TOP PICK Badger Daylighting
BAD-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 29/16, Up 14.70%) He thinks manipulation is going on.  You should load up the truck on it.  This is a great business.  They are growing profitably in the US.


Price: $25.740
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 DON'T BUY BlackBerry
BB-T
Stephen Takacsy, B. Eng, MBA

They are in fast decline and some of the new businesses they want to get into have no guarantee of making up for the declining business.  It is a tech stock, is very uncertain and is too risky.


Price: $13.590
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 DON'T BUY Callidus Capital Corp
CBL-T
Larry Berman CFA, CMT, CTA

It is specialty financing so they get caught up in the whole HCG-T space.  CBL-T is in a corporate mess.  You have to wait for the dust to settle.  When there is something this acute, the chart and technical analysis are not useful.


Price: $14.970
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 COMMENT Central Fund of Canada Ltd (A)
CEF.A-T
Peter Brieger

He likes gold, and this is a very easy way to play bullion, both silver and gold. Unlike some of the US ETF’s, where there was a question mark about security of delivery, this company’s funds are stored at King and Bay, and is not lent out. A very conservative way to play bullion.


Price: $16.290
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 WATCH Corus Entertainment (B)
CJR.B-T
Stephen Takacsy, B. Eng, MBA

They are coming out with results today or tomorrow.  He feels the next couple of quarters will show some growth, in which case it is very undervalued.  The advertising revenue should start to go up.  The high yield is sustainable and is not a warning sign.  There should be some really good upside here.


Price: $13.300
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 DON'T BUY Cargojet Inc
CJT-T
Stephen Takacsy, B. Eng, MBA

They have high barriers to entry.  It is a virtual pipeline in the sky.  The stock is quite pricey now, however.


Price: $47.300
Subject: CANADIAN
Bias: SELECTIVE
Owned: Unknown
2017-06-26 BUY on WEAKNESS Canadian Natural Rsrcs
CNQ-T
Larry Berman CFA, CMT, CTA

Energy is his biggest weight in his portfolios and has been for a couple of weeks.  We are at the lower end of the oil price range.  CNQ-T has held up well over the last 5 years.  He does not see the tail risk currently.  You want to buy a quarter or a third into a position and do so on weakness.


Price: $37.530
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-06-26 WATCH Canadian National R.R.
CNR-T
Peter Brieger

This has had quite a run and wouldn’t buy it at this time. All the rails are expensive. He would like to see this pull back at least 5%-8%.


Price: $107.010
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 COMMENT Crescent Point Energy Corp
CPG-T
Peter Brieger

He can’t see this or any other major oil companies turning around, until there is a better resolution on oil prices. However, it is so cheap at this point that he would think it is a take-out candidate at some time. It has just become too cheap.


Price: $9.970
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 PAST TOP PICK D-Box Technologies
DBO-T
Stephen Takacsy, B. Eng, MBA

(Top Pick Jun 29/16, Down 52.23%) They just had a great quarter, but the backlog went way down in the commercial movie theatre side. The backlog is now way up.  The year was disappointing, however.  Growth is enormous for them now.


Price: $0.320
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 COMMENT Defiance Silver Corporation
DEF-X
Peter Brieger

A silver play in Mexico, one of the last great potential silver discoveries, i.e., an extension of the vein in terms of the length, width and depth. A great play and a good speculation.


Price: $0.310
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 WATCH DHX Media
DHX.B-T
Stephen Takacsy, B. Eng, MBA

He follows it closely for the children’s content space.  They did a great job of monetizing content.  They have been on an acquisition binge and have to keep acquiring content to keep the ball rolling.  They have quite a bit of debt and have to pay that down quickly.  The stock has come down a lot and it is coming close to a buy.


Price: $5.550
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
2017-06-26 BUY Emera Inc
EMA-T
Stephen Takacsy, B. Eng, MBA

It is a really defensive name with a great yield.  They are a really diversified power producer in the North East US and Eastern Canada.  They should be able to grow the dividend over the next year.  It is a really well managed company.


Price: $48.860
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 BUY Enbridge
ENB-T
Peter Brieger

One of the major players in the North American energy field, and will become more so with the closing of the Spectra deal. Incredibly cheap. The company feels their dividends can be grown at 10% per year.


Price: $52.450
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 TOP PICK Equitable Group
EQB-T
Stephen Takacsy, B. Eng, MBA

It was caught up in the HCG-T issues.  The short sellers started pouncing on these players.  They secured loans at very low interest rates.  They pre-empted potential contagion in the industry. They are getting so much new business that they can cherry pick their new customers.  It is trading just above book.  (Analysts’ target: $62.00).


Price: $61.910
Subject: CANADIAN
Bias: SELECTIVE
Owned: Yes
2017-06-26 HOLD Goldcorp Inc
G-T
Peter Brieger

This would be a good choice. A 2nd one would be Agnico Eagle (AEM-T).


Price: $18.130
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-06-26 DON'T BUY Gibson Energy
GEI-T
Stephen Takacsy, B. Eng, MBA

They are more transportation than pipeline.  It is a little riskier.  The dividend is safe, but the growth is a little more challenged.


Price: $16.940
Subject: CANADIAN
Bias: SELECTIVE
Owned: No
Showing 1 to 30 of 165,717 entries
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