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) 2017-04-28 $0.020

Tonight's program is on taxes not stocks.

EDITOR N/A UNKNOWN No View
BUY AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-04-28 $31.670

Lentils and pulses. This has traced back from $40 down to around $30. A lot has happened with crops being locked in by weather and various other factors, but the long-term future for pulses, proteins and food ingredients is very good. Feels the company is getting more and more coverage. This is now at levels that are attractive, and he would be adding to any new accounts that came in.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2017-04-28 $12.705

This lived through a period when things really looked questionable. They’ve managed to change the profile from a hardware phone maker company, to a software company. They now have very, very good relations with the auto industry. At current prices, it is discounting a pretty positive future, so he would be a little cautious.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2017-04-28 $76.080

(A Top Pick June 2/16. Up 21%.) This bank has had tremendous focus on cost control, as well as technology development, over the last few years. The new CEO has made them more competitive in a modern environment. The most internationally diversified of all the Canadian banks. It has great exposure to South America, so if there is an uptick in materials, etc., that will do very well for them. Still a Buy. (See Top Picks.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-04-28 $110.580

Relatively exposed to home loans in Canada, which is why he picked it. Americans don’t actually understand Canada’s mortgage market. Because of this, a lot of US Shorts are going after not only the alternate mortgage lenders, but primary banks and other lenders. This is also probably one of the most profitable banks in Canada. Dividend yield of 4.6%. (Analysts’ price target is $124.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
COMMENT CVE-T Cenovus Energy Market Call (BNN TV) 2017-04-28 $13.680

Just put forward a massive acquisition of $17 billion into the oil sands, a significant size relative to their market cap. Maybe this is not a bad time for these companies to be buying out these assets. Thinks that it is a stretch for them. He owns this because it has such a great sheet. After this acquisition, the balance sheet is not going to be that great. Also, it is going to be exposed to oil sands which are very, very long-term assets. Costs of getting oil out, are coming down, so this could be a buy of the century for them, but could also go the other way.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
DON'T BUY EMP.A-T Empire Company (A) Market Call (BNN TV) 2017-04-28 $21.015

They made a huge purchase of Safeway at just the wrong time, just before the Western economy fell apart. This isn’t the 1st time they have stumbled, in one way or another. They will eventually pull out of this, but they are behind the 8 ball right now. He prefers Loblaws (L-T), which is the dominant player in Canada. It also has the biggest reach into the discount outlets.

Michael Sprung CANADIAN LARGE UNKNOWN No View
COMMENT EQB-T Equitable Group Market Call (BNN TV) 2017-04-28 $37.580

Assuming that the contagion is not so devastating, and assuming that they can still raise capital at a reasonable cost, he thinks this company will pull through. A year from now, many of these companies will regain their losses.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
COMMENT FFH-T Fairfax Financial Market Call (BNN TV) 2017-04-28 $620.000

When you invest in this, you have to be prepared for volatility in earnings. Their insurance operations are well-run and well-managed, and their combined ratio is around 95% which is pretty good. They make a great deal of their earnings through their investment portfolio, which is large and well-managed, but has tremendous volatility. Lately, they’ve taken off a lot of hedges that they had, looking for more of a bear market going forward. Have also suffered with some of their equity shorts because markets have generally been going up. It always trades around BV, and right now it is about 1.25% of BV, so it is probably not a bad place to be looking at it. You have to be a long-term player to own these shares.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
PAST TOP PICK FTS-T Fortis Inc. Market Call (BNN TV) 2017-04-28 $44.310

(A Top Pick June 2/16. Up 11%.) Recently did a huge acquisition in the US. He admires their diversification across many regulatory factions. They are now well positioned in the US.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
TOP PICK G-T Goldcorp Inc Market Call (BNN TV) 2017-04-28 $19.015

This has been in the penalty box because of troubles in Red Lake, but people didn’t understand that it was just a temporary issue with some activities that fell out of sync. Thinks they will be back on stream for the remainder of the year. Gold companies these days are really driven by efficiencies. This company has excellent assets in Mexico and Argentina. They also have some joint ventures with some major companies. Dividend yield of 0.57%. (Analysts’ price target is $23.56.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
COMMENT GIB.A-T CGI Group (A) Market Call (BNN TV) 2017-04-28 $65.930

This has grown both organically and by acquisition. They have really taken advantage of the trend to outsource computer systems, programming, etc. This has always traded at multiples that have not been appealing to him as a value investor. If you own, it never hurts to take a profit.

Michael Sprung CANADIAN LARGE UNKNOWN No View
COMMENT GWO-T Great West Lifeco Market Call (BNN TV) 2017-04-28 $36.700

This has always been one of the most profitable of the large life insurers. If you think we are going into a rising interest rate environment, the insurers are the ones who can benefit greatly. He would prefer owning Power Financial (PWF-T) over this because of its diversification, but also increases in dividends.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2017-04-28 $8.220

Thinks there will be another leg up in the sector, and this company will be a beneficiary of that. It has probably not performed as well as some of its peers, but at current prices it is still a fairly good buy. Constancia is doing very well for them. They have some projects in line for development over the next few years. A lot of their big spends are behind them. This would be one of his top choices in the sector.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
COMMENT HCG-T Home Capital Group Market Call (BNN TV) 2017-04-28 $8.140

This has almost become a speculation rather than an investment. He thinks it is a crime what has happened to them. Operationally they were doing just fine. It was well-managed. He wonders if things couldn’t have been handled differently in terms of how they dealt with the failure to disclose in a timely basis, the fact that they had fired a bunch of the mortgage brokers. Whoever buys this company is going to get a bargain, if they can lower that cost of capital again, and get out from under the thumb of a $2 billion 10% line of credit. Feels the argument is going to be that if someone does attempt to buy them, how cheap will they be able to buy them.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
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