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) 2017-10-20 $0.020

Market. Usually, from about Nov 15 to the end of the year the market does well. From here to Nov 15, it is usually flat and then up into the year end, so maybe there won’t be any correction until early next year. Surprised energy is not doing better with oil prices of $51-$52. Stocks had a nice run when oil initially pushed through $50, but it hasn’t really followed through, even though it has tried a couple of times. Fears of a bubble in Canadian real property has kind of dissipated. In the banks, the quarter was up about 9%, dividend increases were still there, and we now have reasonable returns, so it’s a nice place to hide.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-20 $0.020

Black Swan? By definition, an upcoming recession is probably not a Black Swan. Usually there is so much debt that you get out on a limb. Other than real estate, we don’t seem to have any thing else that feels like a bubble. We have an expensive market, but we don’t have an inverted yield curve or anything coming, except the pace of higher rates. If there is some danger of the Fed tightening too quickly and tip us over into a recession, that would be 2 years from now, so the earliest risk would be 2019.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-20 $0.020

Market.We are now starting to get economic data that suggests the consumer is not quite as robust as they once were. Today the August retail sales report came out, which is consumer spending. It fell .3% after a .4% gain in July, and excludes cars and auto parts, which are more volatile, so we are looking at core consumer spending, which actually fell .7%. In July it was up .2%. The economy is taking a sharp turn for the worst. The economy has been carried by the consumer and the housing market for a long time. You would want to have a moderate housing correction, and hopefully energy exports can pick up. Maybe crude oil prices are stabilizing which would help. Our exports have been falling for 3 months in a row, and in those 3 months, we lost 10% of our exports. That is due to a very strong Cdn$ due to the 2 rapid rate hikes. Taking back the emergency rate cuts is totally justifiable, but doing that in a hurry will have a larger than expected impact. Element of surprise has always been the strongest tool in the Central Banks toolbox. He can’t see any reason for them to raise rates further.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN _N/A View
PARTIAL SELL AC-T Air Canada Market Call Tonight (BNN TV) 2017-10-20 $26.200

Has done very well, but is overbought on the chart. If you own, sell half or a 3rd, which will improve your average cost and you will be much better protected.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN No View
PAST TOP PICK AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-10-20 $20.720

(A Top Pick Sept 16/16. Down 41%.) Had supply disruptions, and were having a tough time stocking up shelves to meet demand. Management kept saying things would improve, but he didn’t see it so he sold. Looks like there is more room to go on the downside. Dividend yield of 2.9%.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN No View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-10-20 $14.000

(A Top Pick Oct 28/16. Up 24%.) In a general sense, this is like some of these growth utilities; making acquisitions in the US, and using their paper. That is what you want. If you are going to buy something for yield, you can’t just have stagnating earnings growth, you need them to have the ability to raise the dividend so that they can lean into higher rates, and the stock will continue to grow. He is hopeful that there will be another accretive acquisition coming soon.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Yes View
COMMENT ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-10-20 $16.340

Chart shows a series of higher lows, but no higher highs. Like all construction stocks, this is very volatile. 2 words of advice. 1.) Don’t put too much of your portfolio into a stock like this. 2.) If there is good news and the stock picks up, remember to take your profits. Dividend yield of 3%.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2017-10-20 $14.020

Sell or Hold? They’ve changed from hardware to software. The asset values he sees from the street are $16-$17, and the consensus might be $15, so you are getting pretty close. If he owned it with $10 costs, he would be tempted to take half off the table. It is getting close to full value. John Chen does a good job.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN No View
TOP PICK BBT-N BB&T Corp. Market Call (BNN TV) 2017-10-20 $47.500

This is most like a TD Bank (TD-T) in that it is an east coast regional from Florida up through New England. Very cheap relative to its US peers. It would look a little expensive on Canadian standards, trading at 13X earnings instead of 11X earnings, and a 2.8% yield instead of 4%, but would be a bigger beneficiary on higher rates. Very retail. If we get the Fed going again in December, and 1 or 2 times next year, they’ll have decent earnings growth, and there are still lots of targets of smaller regional banks for them to buy. (Analysts’ price target is $49.)

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Yes View
COMMENT BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2017-10-20 $98.760

Chart shows a Bull/Flat formation. The top of the flat is represented by disbelievers, people who don’t want the stock and are taking advantage of rallies and selling their position. The key on this is that it has broken out. The buyers are actually winning. That means it will likely go higher. There is a decent chance that this can reach the recent high and go a little higher. There is a nice little bull/flag formation.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT BNE-T Bonterra Energy Corp Market Call (BNN TV) 2017-10-20 $13.950

This hasn’t acted well. It’s like a lot of energy stocks, but this is still down 50% for the year. Got caught with a little “worse than average” balance sheet, which has been a kiss of death in the stock market. With the combination of a really good balance sheet, very low costs and drilling prospects, you are still down, but not very much. It will take a while. It’s one of those companies that needs $60 oil to be better. If you think that is not going to happen, then he would switch to something else where you would be better protected.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Unknown View
COMMENT CAE-T CAE Inc Market Call Tonight (BNN TV) 2017-10-20 $21.970

Chart shows a nice series of higher highs and higher lows from the beginning of 2016. They also have some new contracts coming. Defence companies can continue to do quite well moving forward. Keep an eye on it and make sure it continues having a higher highs and higher lows. 1.7% dividend yield.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
SELL CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-10-20 $63.580

Specializes in labels and have been acquiring mom-and-pop operators. A very successful business model of acquisitions. Because it was getting a little pricey, he recently sold his holdings. If you own, take your profit and run.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN No View
BUY CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2017-10-20 $121.330

This is revisiting old highs, which is a very bullish sign. In this case, it actually broke above its old highs. The current correction seems very healthy as long as it continues making higher lows. Add to your position, but keep a Stop at around $110.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT CHR-T Chorus Aviation Inc Market Call Tonight (BNN TV) 2017-10-20 $8.770

Just added to his position. He loves it and thinks it is going higher. The fundamental analyst from his shop indicates there is still a lot of value to be unlocked. Only trading at 9X forward earnings.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
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