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 Berman's Call 2017-06-26 $0.020

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. 

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 2017-06-26 $0.020

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.

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) 2017-06-26 $0.020

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.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-26 $0.020

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.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

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.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

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).

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

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).

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

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.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2017-06-26 $145.820

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.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
STRONG BUY ADW.A-T Andrew Peller Market Call (BNN TV) 2017-06-26 $11.100

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.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2017-06-26 $122.770

(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.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY on WEAKNESS AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-06-26 $14.170

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. 

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
DON'T BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-06-26 $63.620

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.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE No View
PAST TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2017-06-26 $25.740

(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.

$30s Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2017-06-26 $13.590

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.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
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