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 (BNN TV) 2017-01-18 $0.020

Market. The market is not grossly overvalued or undervalued. If you like a company and you like the stock, Buy it. He doesn’t try to predict the market or the economy. If you can get a good company, it will still be a good company in a bad economy. You want to be an investor through the cycle. Watch what management does. You don’t want a management trying to massage their stock for the quarter, but you do want a company that can execute well. Basically, that means a company can’t over promise.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-18 $0.020

Market. He is constructive. Everybody is waiting for a pullback to happen from this really big move. There is now the uncertainty of what Trump will actually do. However, we have improving economic data, a rosier outlook for S&P earnings, and when you combine all the Trump friendly policies for investors, it is going to be a pretty good year. Investors want to be buying the reflation trade, and he likes to do that with dividend stocks that are going to pay him to wait.

Greg Newman CANADIAN DIVIDEND BULLISH _N/A View
COMMENT AD-T Alaris Royalty Market Call (BNN TV) 2017-01-18 $22.600

This has been a great little company over the years, with a very good historical record of increasing the dividend. Last year they ran into some portfolio problems, pretty much for the 1st time of anything significant. There are 4 or 5 companies that are under development and are not performing, and not paying royalty payments to them. Last week they made another announcement, and as they continue to make new investments, it dilutes that problem. But they still have the underlying problem of some underperforming investments. He would be a cautious buyer for income. They have to get good credit for 5-6 years of good growth and good performance. Dividend yield of 7% is not being covered by cash flow right now, but doesn’t think it is going to get cut either.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT ADN-T Acadian Timber Corp Market Call (BNN TV) 2017-01-18 $17.480

An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK ADW.A-T Andrew Peller Market Call (BNN TV) 2017-01-18 $11.100

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT AFN-T Ag Growth International Inc Market Call Tonight (BNN TV) 2017-01-18 $54.610

Just made a very accretive acquisition, which he thinks is going to give them EPS growth of about 40% annually for the next couple of years. The payout ratio is looking sustainable at 67% for 2017. Debt to EBITDA is a little elevated, but he sees that coming down. However, it is trading pretty high compared to its historical averages. He would play this by writing puts. Dividend yield of 4.93%.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT APH-X Aphria Inc Market Call Tonight (BNN TV) 2017-01-18 $4.980

There is no way to analyse marijuana stocks. They don’t have any earnings yet and they’re completely speculative. However, it is going to become a legalized area in Canada, and you want to go with the big guys.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-01-18 $11.340

A renewable power company, and like a lot of Canadian companies, they made an acquisition in the US. There are a few more opportunities in the US. Bigger is generally better in utilities. They just raised their dividend by 10%. This is one of his favourite renewable plays. Their dividend track record in growth has been very impressive. A very, very solid name.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2017-01-18 $11.340

(A Top Pick Jan 21/16. Up 9.72%.) Chose this for solid growth. He believed that yield proxies had more life in them and that interest rates would stay low for some time. He still sees this growing really well, 16% over the next couple of years. He sees dividend growth. The whole group might be a little expensive when there are more exciting alternatives.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-01-18 $15.650

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2017-01-18 $20.830

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT AT-X AcuityAds Inc Market Call (BNN TV) 2017-01-18 $2.300

Digital targeted ads. Their forecasts went up 50%. Management owns a ton of this, somewhere in the 60% range. The stock has done very, very well in the short term, so it is one that needs to be watched. They had a financial release today, but he hasn’t had a chance to look at it.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2017-01-18 $17.770

Most of their previous problems have been resolved. The former CEO still owns 17%-18% of the company, and that is not going away until he Sells, but he is not involved with the company. The opportunity of online gaming looks good in Europe, and the growth should be there. The valuation has dropped enough that it is kind of attractive on a fundamental basis. However, the US is much slower, and the take-up on online gaming has been much slower than anticipated, and that is a drawback. They have a new president. Maybe something will change in terms of regulatory issues. However, fundamentals are pretty good. A growth company with a lot of debt, but it is priced right. If you just ignore the whole past 18 months, it looks pretty good. Doesn’t think a whole lot is going to happen in the short term. If you own it, he wouldn’t buy any more. If you don’t own it, you could consider it.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-01-18 $45.020

(A Top Pick Jan 21/16. Up 15.95%.) Still models really good growth for them at 16% over the next couple of years. You can own a little bit of this, but it is not going to do the heavy lifting, and there will be sector rotation out of it.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-01-18 $46.940

A great company. He models 25% AFFO growth this year and next. They are on 4 different continents and have a record backlog. Trading at 14.9X versus its 3-year average of around 16.3X. You could buy this now, but it is a bit of a yield proxy.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
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