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
  
PAST TOP PICK 6273-JP SMC Corporation Market Call Tonight (BNN TV) 2017-03-27 $0.000

(Top Pick Nov 23/16, Up 2%) He sold it to move to a different opportunity that was timelier. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-27 $0.020

Markets.  The sentiment on the street regarding the failure to launch the repeal of the health care act is that the tax changes will also be tough.  The big interest is in the mid-term election in 2018.  If it is not attached to a budget then nothing is going to get done.  The most logical thing is for the market to sell off to where it was before the Trump election.  This morning there are dip buyers coming in.  He thinks through April we will continue to drift lower to where we were before the Trump election.  It is the physiology about how markets work. You have to test the confidence.  He did not adjust positions on Friday because he expected it to fail.  There is major execution risk with Trump policy.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-27 $0.020

Educational Segment.  It is the 10th year anniversary of the show.  He often gets the comment that he is always bearish.  But he thinks he is optimistic.  He looks at the risk side before the returns side of investing.  Beta is the sensitivity to the market risk.  When he is considering buying anything he thinks about the risk index.  ZEB-T graph compared to the world index looked at the weekly return and then he finds the trend.  The slope of .65 tells him the sensitivity to the world index.  At this level about 50% is related to sector risk.  He decides how much of the decision relates to the world, or to sector or to the specific stock.  XEG-T is the Canadian energy sector, compared to the world it is more sloped, meaning it is more risky.  He needs to weigh the macro factors more in this case.  SU-T has a lower correlation to the energy sector because there is less risk and that is because of their refining business.  Energy is starting to look interesting now.

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) 2017-03-27 $0.020

Markets.  We had a great big rally on anticipation of change.  The changes are going to take longer to implement than we thought.  It is time for the markets to sit back and pause a bit.  Going into first quarter earnings season, earnings and interest rates are the two drivers.  The US will continue to be the natural ‘go-to’ place.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-27 $0.020

Markets.  He is not concerned about the health care repeal not going through.  Stock markets are bullish when legislation is in gridlock.  Patience will pay off with other Trump initiatives.  There is literally no volatility in the market.  Investing in this climate for him is no different than any other climate.  A company that is a good investment should not require any particular macro outcome, although it is important to know what could break the investment hypothesis.  He picks stocks bottom up, but worries top down.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-27 $0.020

Why don’t oil producing countries cut production to get the price of oil up?  Most OPEC countries over produce to try to reach their budgets.  OPEC is not in a position to rebalance the market.  There is a lot of production inshore and off shore in the US (the Gulf).  There are a significant number of projects that are ramping up. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-27 $0.020

Housing prices.  Historically to break housing prices, you need a spike in unemployment.  He does not know when this will happen.  There is only a small chance of recession in the US.  CMHC has published concerns about the housing market. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE _N/A View
HOLD AD-T Alaris Royalty Market Call (BNN TV) 2017-03-27 $22.260

The main issue is that they have some portfolio problems.  3 or 4 of their investments are underperforming.  The company is working on it.  The dividend was cut in 2009 so it is not completely safe.  You could see one of the investments being written off, or you could see them make new royalty investments to dilute the bad companies.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
COMMENT ALA-T Altagas Ltd Berman's Call 2017-03-27 $30.980

6.8% is a pretty high yield.  If the outlook for Nat Gas is going to be suppressed for the next couple of years then the dividend is at risk.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2017-03-27 $30.980

The deal has not closed yet, but the company has indicted the deal is accretive to cash flow.  It is not a dividend he is particularly concerned about.  It is a solid company with a solid history and dividend.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
WEAK BUY AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-03-27 $846.820

The valuation is a bit rich.  He looks at it every time it pulls back.  The most interesting part of the story is the disruption they are creating.  They have huge runway and huge advantages.  Home renovation is a space that is relatively safe from AMZN-Q.  He prefers to play AMZN-Q through the suppliers of equipment for warehouses.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
WEAK BUY ARE-T Aecon Group Inc Market Call (BNN TV) 2017-03-27 $17.090

Last quarter was pretty decent with the dividend being bumped 10%.  It comes and goes with some of the contracts they have won.  The stock is cheap.  He prefers others in the sector.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-03-27 $59.570

(Top Pick May 6/16, Up 10%) They are still digesting their most recent acquisition.  It is a slow and steady on this one.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Yes View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-03-27 $23.030

It is a very good company.  They have free deposits upon which they pay no interest.  They don’t have to pay a penny more on these deposits if interest rates rise.  They would be a major beneficiary of tax reform.  He prefers First Republic (FRC-N) in the banking sector, but BAC-N would outperform it if interest rates rose quickly.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
PAST TOP PICK BEAN-SW Belimo Holding AG Market Call Tonight (BNN TV) 2017-03-27 $0.000

(Top Pick Nov 23/16, Up 13%) Smart building controls.  Their controls are networkable and can be programmed on the job site from a tablet or Smartphone.  Their products have a payback of 12 months for new buildings or renovations. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
TOP PICK BEAN-SW Belimo Holding AG Market Call Tonight (BNN TV) 2017-03-27 $0.000

Intelligent building controls that pay back in 12 months, primarily in actuation in ventilation systems.  They are entering the sensor business.  They control all of their technology, using their own designed chips.  They are essentially a semiconductor company.  30% operating profit margin.  He is one of the top holders of this security.  (Analysts’ target: 3500CHF).

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
SPECULATIVE BUY BTL-X BTL Group Ltd. Berman's Call 2017-03-27 $3.150

Within 20 years the world will be paperless in terms of currency.  Central banks and governments are absolutely broke.  Getting rid of the grey economy would really help.  When there is no cash in the system it eliminates all that.  This is one of the earliest types of this process.  It is an interesting concept.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-03-27 $3.190

He likes the company and is impressed with the orders.  They have been getting a lot of investor attention.  There is an execution risk in that they have to fulfill all the orders.  Management has done a very good job here.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD CBL-T Callidus Capital Corp Market Call (BNN TV) 2017-03-27 $18.320

A lot of people have been buying the stock on anticipation of privatization.  If it does not get bought there should be a sell off.  They had 17 companies interested so he doubts the deal would not go through.  He would see the company continuing to buy back stock.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2017-03-27 $10.490

It paused after a nice little run over the last year.  Earnings growth was solid.  Investors are concerned about the debt level.  It is a high quality company. Don’t expect a lot in the short term.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD CXI-T Currency Exchange Intl. Market Call (BNN TV) 2017-03-27 $21.250

Apathy is the real problem.  Most of their business comes in the summer time.  There is no real news, takeovers, dividend, etc.  The stock is quite attractive at the $20 level.  It may get a kick start in the summer.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY DML-T Denison Mines Corp Market Call (BNN TV) 2017-03-27 $0.840

They have not made much money since 2003.  Don’t buy unless you are a really big uranium bull.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY ESRX-Q Express Scripts Inc Market Call Tonight (BNN TV) 2017-03-27 $64.600

He stayed away from the pharmacy benefits management space.  Drug prices are extremely elevated in the US compared to Europe.  Selling prices can fall a lot.  Most popular drugs are 20-30% cheaper in Europe than in the US.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
BUY FB-Q Facebook Market Call Tonight (BNN TV) 2017-03-27 $140.320

He does not think it is expensive.  It is at a discount to companies that can’t grow, like utilities.  FB-Q still has growth opportunity.  They are well positioned.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Unknown View
COMMENT FSZ-T Fiera Sceptre Inc. Market Call (BNN TV) 2017-03-27 $13.700

It is not his favourite industry with the regulatory changes coming in terms of fee disclosure.  Margins are going to get compressed.  They have a great dividend growth record.  It is a well managed company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
WATCH GCL-T Colabor Group Inc. Market Call (BNN TV) 2017-03-27 $1.150

A distributer to restaurants.  They ran into some debt trouble and cut their dividend.  Now we are back in recovery mode.  As they pay down their debt investors will become more interested.  He is still a little skeptical and would like to see a couple more quarters.  He is concerned about a lack of revenue growth.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY GSY-T goeasy Market Call (BNN TV) 2017-03-27 $28.520

In their last quarter they had a big dividend boost.  They are growing quickly but the PE is only 10-11 times.  He likes it a lot.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY HHL-T Healthcare Leaders Income Fund Berman's Call 2017-03-27 $8.400

The US healthcare bill having failed Friday puts some risk into the sector.  He would be fine if it fell back to support levels, but would not step in today, otherwise it is a fine quality holding.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY HRT-T Harte Gold Corp Berman's Call 2017-03-27 $0.530

They have never had any revenue.  Nobody knows what will happen so they are speculative.  He thinks gold will have a rally up to $1350 if we go unto uncertain on the equity market.  ZJG-T is a junior gold ETF and a better way to play it.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2017-03-27 $5.270

You could nibble away at it.  He is not a real big fan of the sector as it is rolling over a bit.  He likes their dividend, balance sheet and management team. 

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
PAST TOP PICK IFCN-SW Inficon Market Call Tonight (BNN TV) 2017-03-27 $0.000

(Top Pick Nov 23/16, Up 36%) They allow quality control while you are making the chip. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
BUY ITC-T Intrinsyc Software Inc Market Call (BNN TV) 2017-03-27 $2.310

It is a big thing to a company when it gets its very first analyst coverage.  The stock is cheap.  They had a nice recovery and are sitting on a lot of cash.  Earnings and revenue are chunky here.  2017 looks to be exciting for the company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
TOP PICK KEYS-N Keysight Technologies Inc. Market Call Tonight (BNN TV) 2017-03-27 $36.520

It is the original HP, started in 1939.  All the other pieces of HP have been spun off from this.  It is the original test electronics.   You have a significant increase in defense electronics spending coming.  You have 5G wireless coming.  There is a limited list of companies you can go to as an alternative.  It is a very consolidated industry.  20% operating margin.  (Analysts’ target: $39.00).

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
DON'T BUY KUKAF-N Kuka AG. Market Call Tonight (BNN TV) 2017-03-27 $0.000

It was taken out by a Chinese company.  He would not invest in a robot manufacturer.   The barriers to entry are not that high.  The margins are higher in being the supplier.  He prefers CGNX-Q.  Half the robots in the world are welding robots because humans are not that good at it.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
PAST TOP PICK KXS-T Kinaxis Inc Market Call (BNN TV) 2017-03-27 $73.270

(Top Pick May 6/16, Up 47%) A solid software company with orders getting bigger.  He would not rule out their being taken over down the road.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Yes View
DON'T BUY LUX-N Luxottica Market Call Tonight (BNN TV) 2017-03-27 $55.600

He prefers another in the vision space.  He likes the vision space, though.  There is aging going on in the world.  The use of computer screens has lead to more needs for vision correction. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
DON'T BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-03-27 $57.780

He would not buy it at these levels.  It has nothing to do with quality or valuation.  It is because the levels of auto production are quite elevated.  What if the economy slows?  He is not involved in auto parts now because he bought it when it was out of favour.  Most of the auto demand is behind us.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
TOP PICK MX-T Methanex Corp Market Call (BNN TV) 2017-03-27 $59.920

A 19.5% shareholder is calling for dividend increases and share buybacks.  They spent about $3.5 billion on facilities over the last 3 years.  They control the world market in terms of pricing.  It is very solid.  10 times earnings.  (Analysts’ target: $57.00).

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-03-27 $47.760

Their last quarter was solid.  They had some problems in New Jersey.  There is a relief rally going on.  It is a great company. 

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY OTEX-T Open Text Market Call (BNN TV) 2017-03-27 $45.460

They did a big acquisition recently.  Generally this would concern them, but they have been doing acquisitions for about 20 years.  Their record of integrating them is phenomenal.  He has no concerns about this company.  They can pay down the debt quite quickly.  It is one of his favourite large cap software companies.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
TOP PICK PBH-T Premium Brands Holdings Corp Market Call (BNN TV) 2017-03-27 $82.410

They provide food products to institutions and are expanding.  It is a pure growth story.  Last quarter revenue grew 30%.  25 times earnings, however.  They made solid acquisitions.  Two facilities are coming online over the next 18 months and margins are going to increase.  (Analysts’ target: $81.50).

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
TOP PICK PH-N Parker Hannifin Corp Market Call Tonight (BNN TV) 2017-03-27 $155.650

Leading in pneumatic controls.  Strong margins and a strong record of generating cash flow.  They have 50 to 60 years of dividend growth. It is a relatively consolidated space.  (Analysts’ target: $173.00).

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
DON'T BUY RDS.A-N Royal Dutch Shell PLC (A) Market Call Tonight (BNN TV) 2017-03-27 $52.270

He is zero weighted in energy.  They have been ramping up their debt over the last 10 years and have made little progress on their reserves.  They have been borrowing money to pay their dividends.  If you want to play oil, you want a company that can get you production and reserve per share growth. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
DON'T BUY SBP-N Santander Bancorp Market Call Tonight (BNN TV) 2017-03-27 $12.680

All the European banks have an issue with BREXIT.  It exposes a capital issue for them.  He is concerned also about any of the Spanish banks.  Rates have fallen and as old loans mature they are renewed at much lower rates.  Spain needs to do some rationalization in their banking system.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Unknown View
PAST TOP PICK SIS-T Savaria Corp Market Call (BNN TV) 2017-03-27 $12.750

(Top Pick May 6/16, Up 61%) Mobility solutions.  They won a contract in China.  It is one of the most solid management teams.  Earnings are solid and the outlook is great.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Yes View
HOLD SJ-T Stella-Jones Inc. Market Call (BNN TV) 2017-03-27 $38.680

He likes the company, the management team and the position they have.  They indicated this year will be a little bit slower.  The second half of the year should be better.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD SVI-X StorageVault Canada Market Call (BNN TV) 2017-03-27 $2.010

They are consolidating the storage market in Canada.  It has been on a very good run, but he would be cautious now after the most recent acquisition as it is so large.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD SYZ-X Sylogist Ltd. Market Call (BNN TV) 2017-03-27 $8.250

A software company in a number of different areas such as healthcare and government management.  It has been weak recently.  The last quarter was a bit of a miss.  They have gone on pause a bit.  No debt and they are looking for an acquisition for their cash.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD TC-T Tucows Inc. Market Call (BNN TV) 2017-03-27 $66.730

They are the number two domain marketing company.  They are on fire.  US investors have fallen in love with it.  He does not see how it can keep going up at the same rate.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
WAIT TD-T Toronto Dominion Berman's Call 2017-03-27 $65.130

He is cautious on banks as they are starting to pull back.  If we go through a period of uncertainty, all these stocks come back to where they broke out from, otherwise he is comfortable buying here.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY TOY-T Spin Master Corp Market Call (BNN TV) 2017-03-27 $37.640

It became a media frenzy in January.  It is a very well run company with good product placement.  They have good market share and are growing quickly.  It is a very solid company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY TV-T Trevali Mining Corp Market Call (BNN TV) 2017-03-27 $1.200

He has been surprised on the strength of zinc.  They have become the largest pure play zinc company in North America.  He likes what they are doing.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY V-N Visa Inc. Market Call Tonight (BNN TV) 2017-03-27 $88.950

He likes the credit card processor space, although MA-N is his preference.  The stocks have moved in a closely correlated move over time.  V-N is more involved in the debit space where there is more pressure on fees.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
WATCH XAU-T Goldmoney Inc Market Call (BNN TV) 2017-03-27 $3.240

If you believe you will be buying your coffee in the morning with gold, this is the company for you.  It is a 10 year plan.  They are starting to get critical mass.  They are trying to change the market.  The management team is good, but it is still a bit early.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY XIU-T iUnits S&P/TSX 60 ETF Market Call (BNN TV) 2017-03-27 $22.960

XIU-T vs. individual shares.  The TSX index is mostly financial and resources.  He does not believe you should buy this weighting as you will be short on everything except financial and resources. 

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
TOP PICK ZCL-T ZCL Composites Inc. Market Call (BNN TV) 2017-03-27 $13.540

Water tanks and tanks for gas stations.  There is a big replacement cycle going on.  Their dividend went up 50% this quarter and they are paying a special dividend.  (Analysts’ target: $14.00).

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT ZLE-T BMO Low Volatility Emerging Markets Equity Berman's Call 2017-03-27 $21.590

You typically get one payout a year from emerging market ETFs.  Generally emerging markets pay out a larger dividend.  He would look for the distribution to settle out at about 2%.  The difference between this and VEE-T is that is it is low volatility. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Berman's Call 2017-03-27 $18.870

Covered call banks, but ZWC-T covers more economic sectors.  Banks are 21% of the TSX and are that potion of ZWC-T.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2017-03-27 $21.600

It is a broad, European, covered call strategy.  It could easily fall 10-15% minimum.  Don’t put new money to work here now.  Europe overall is pretty cheap, however. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-24 $0.020

Markets.  Everyone wants to call an end to this run.  We still have an accommodative federal reserve.  Stocks are not cheap, but still so much cheaper than 10 year bonds and cheaper than real estate.  People are still so nervous of the small or big gains they have had.  People need dividend stocks.  He does not see a high interest rate environment.  Dividends are a staple in people’s portfolios.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS _N/A View
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