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) 2017-06-22 $0.020

Markets. He sees a fairly strong economic backdrop.  There are checks in every box he is looking for.  There are technicals shorter-term that have deteriorated.  He is primarily Canadian.  Banks and oil have pulled back.  There are a lot of other sectors that have picked up and the TSX has done well.  He would like to see the technicals improve before going full into the market.  The HCG-T financing adds more stability to the Canadian financials.  Investors have taken some money off the table in energy and banks.  HMMJ-T (Cannabis) was launched during a very feverous pitch in the Marijuana sector and about the time legislation was tabled.  There has now not been a lot of news.  We will not expect any news through the summer and then get some news in the area of regulation.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-22 $0.020

Market. We are getting global economic growth, but not at a significant clip. A year ago, the whole world was not growing. Europe was down, Canada was having trouble and the US was growing at 2%. Looking at some of the numbers now, you are seeing good global growth. It’s not going to be 3% or 4%, it’s going to be something like 2%. The world growing at 2% is much better than a part of the world going at 2% and the rest of the world growing at negative numbers. You are seeing low rates, low inflation and good global growth, which adds up to a stock market that continues to do well.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-22 $0.020

Individual stocks or an ETF in the European market? If you are going to be putting money into Europe, the best way to deal with that is probably through an ETF. Europe is going to do well. It is a much more cyclical economy, so you tend to have a lot less tech there, and more utilities. Dividend yields are quite high there, so he would look for more of a dividend paying ETF.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Unknown View
DON'T BUY ACB-X Aurora Cannabis Market Call (BNN TV) 2017-06-22 $2.190

(Market Call Minute) Certainly not his top pick here.  They are building a massive operation in Alberta, however. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
WATCH ACQ-T AutoCanada Inc. Market Call (BNN TV) 2017-06-22 $18.000

The issue that continues is that so many of their dealerships are in Western Canada and tied to the oil business.  As long as that is the case it will trade up and down with oil.  There are a lot of dealers that are looking to retire and in some cases they don’t have anyone to sell their business to.  There is a lot of room there and we have not seen any US companies come into Canada.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2017-06-22 $18.000

This collapsed when they were buying auto dealerships, integrating them, and supplying technology to their back-office, etc., but they never integrated them, made 14 acquisitions in one year and were primarily in BC and Alberta. New management came in and did a lot of things the old management didn’t do, including reducing the number of acquisitions per year. They are now one of the largest players. Trading at about 11X earnings. They throw off about $40-$50 million of free cash, which they will use to buy a couple of other dealerships. Dividend yield of 2.2%. (Analysts’ price target is $22.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
WAIT AD-T Alaris Royalty Market Call (BNN TV) 2017-06-22 $20.130

It broke down on a technical basis and he sold it.  They had a couple of royalty companies that went sideways.  Investors are in it for the yield.  They are constantly looking for new acquisitions, but they have been dealing with all these ones that went sideways.  Wait until they have things cleared up before buying.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
BUY AFCC-X Automotive Finco Corp. Market Call (BNN TV) 2017-06-22 $2.500

They are providing almost a royalty payment to those wanting to financial auto dealership loans.  They go out and borrow money and make royalty investment in those investing in a dealership.  He is watching for them to make a third party investment outside of their dealer group.  They pay a great dividend and have fantastic cash flow.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
BUY on WEAKNESS BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-06-22 $142.270

An online, mobile, e-commerce site. They don’t actually own inventory or sell anything. They provide a 3rd party online service to people who want to sell. They have some really good businesses including Alipay which is growing rapidly, and a Cloud business. 80% of revenue comes from China with about 400 million buyers and about 5 million sellers. A very big company in China. The stock has done well because of the expectation that they are going to be moving internationally. There are a lot of positive things. The one problem is that it is competing outside of China, and it is much harder for them to compete against the Amazons of the world. Look at this on a big pull back.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Unknown View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2017-06-22 $14.660

This has been in a period of restructuring and have really decided what they want to be now, and are executing on that. If you are patient, this will do well for you.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
BUY BEW-X Bewhere Holdings Inc Market Call (BNN TV) 2017-06-22 $0.330

They have an interesting technology.  It is Bluetooth.  It is low power.  They signed a deal with Bell to resell their devices which link to a cell tower and keep track of almost anything.  They are about to announce a contract with a company that is rumored to be Brinks, to track everything they handle.  He thinks it will be cash flow positive this year.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
WATCH BKD-X Breaking Data Corp Market Call (BNN TV) 2017-06-22 $2.050

(Market Call Minute) It looks very interesting with the deal they have just done.  He would like to see how this deal comes through.  If it is the way they thought, it would certainly be a buy.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
PAST TOP PICK BMW-GR Bayerische Motoren Werke AG Market Call Tonight (BNN TV) 2017-06-22 $0.000

(A Top Pick June 16/16. Up 28%.) He still likes this. A great brand name and you are not paying a high multiple for it. Pays a great dividend. The Quandt family owns about 40% of the company, so you have a very strong shareholder. China is doing very well for them. There is pent-up demand in Europe.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
TOP PICK BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-06-22 $2.660

They had all these bus orders for Canadian customers.  They were getting trials and then huge orders.  Now they are doing the same thing in the US.  They provide smaller transit busses.  (Analysts’ target: $3.83).

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
TOP PICK BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-06-22 $33.060

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
BUY CHH-T Centric Health Market Call (BNN TV) 2017-06-22 $0.700

It is a big turnaround story over the last three years.  They managed to sell off a division for more than expected.  They are dispensing drugs through nursing homes.  They have automation to make sure all these multiple pill packs have all the right medications in them.  They get long term contracts to service these facilities.  The thought is that CHH-T will end up getting all the McKesson contracts after the acquisition of Rexall, CHH-T’s supplier.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
PAST TOP PICK CRH-T CRH Medical Corp. Market Call (BNN TV) 2017-06-22 $7.820

(Top Pick Jun 30/16, Up 52%) It was almost $12 at one point and was really stretched, then a short report came out, all before he bought it.  He likes the business and feels they will continue to do well.  They have great cash flow for acquisitions. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
TOP PICK CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-06-22 $77.220

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
WATCH CVX-X Convelo Health Market Call (BNN TV) 2017-06-22 $0.190

It has been a top pick.  He has a small position right now.  Rehab facilities in California.  They changed the way they compensate employees.  It should drive profitability up.  Hopefully it will make a turn as the numbers start to come out.  He is cautiously optimistic on this one at the present time.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call (BNN TV) 2017-06-22 $123.360

(Market Call Minute) A real solid company and he would continue to hold it or wait for a pull back if you want to own it.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-06-22 $153.400

This has a great massive advantage over everybody else in their field. Also, there is more advertising done online now than there is on television with most of it going to this company or Alphabet (GOOGL-Q). The risk is that it is no longer seen as a technology company, but more of a broadcasting company. The multiple you pay for a broadcaster is substantially lower than what you pay for a tech company.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
HOLD GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-06-22 $70.480

A very important story. They had a Hep C drug that was so good it was curing everybody, so it is running out. Everybody underestimated how fast it was happening. This is trading at about 8X earnings. Has a great dividend yield and lots of cash and an incredible balance sheet. They have an HIV drug which is very strong and does well. Feels they have to do something with their cash and move in a different direction by making an acquisition. At this point, the stock is really giving the company zero value for their Hep C business. There is some good value in their pipeline. You aren’t paying a lot for the company right now with their free cash flow yield of almost 9%.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
WATCH GPS-T BSM Technologies Market Call (BNN TV) 2017-06-22 $1.560

Telemetric business.  They have an activist shareholder involved.  They have been meeting expectations and working on converting some clients that fell off because of the loss of a certain cellular signal.  He thinks at some point they will be taken out. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
DON'T BUY GSY-T goeasy Market Call (BNN TV) 2017-06-22 $29.960

A very interesting business.  They used to just lease furniture and then grew their finance side.  They recently announced they are in Quebec. It takes about 9 months for branches to get up to a million in loan value.  It seems one of their branches got there in a couple of months.  They had such rapid growth that the market worries where will they get financing.  If the economy turns down their bad debt expense will go through the roof. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
WATCH GUD-T Knight Therapeutics Market Call (BNN TV) 2017-06-22 $10.180

Everyone keeps watching for the big deal to happen.  A lot of the smaller deals make money in a year or two.  Management is waiting for a really big deal to come along.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
COMMENT INDA-US iShares MSCI India ETF Market Call Tonight (BNN TV) 2017-06-22 $0.000

He doesn’t invest in emerging markets, but his view is that India is certainly a country that is growing at a much higher clip than the rest of the developed world. The one risk is that it is more volatile. If you have a very long-term view, 15-20 years, this is a great thing to own.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
PAST TOP PICK KHC-Q Kraft Heinz Company (merged) Market Call Tonight (BNN TV) 2017-06-22 $89.100

(A Top Pick June 16/16. Up 7%.) What he likes is that Kraft was a much more domestic US business and Heinz was much more global. Expects there will be a lot more Kraft products go through the Heinz network. There is still not a lot of revenue growth, but they are good cost cutters. We need to see revenue growth.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
COMMENT LNF-T Leon's Furniture Market Call Tonight (BNN TV) 2017-06-22 $17.720

The big box furniture business has a huge competitive advantage. They took over the Brick a while ago which is slowly working out. The Cdn$ hurt them a little. Very good operators. Also, owns a lot of the properties they are situated on. Every so often, they build up cash and pay a special dividend.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
BUY MBA-T CIBT Education Group INC Market Call (BNN TV) 2017-06-22 $0.790

It is an interesting business.  They teach English as a second language, but student housing is the big part of their business.  They have a monopoly on the west coast.  They are working on funding for a project in Western Canada.  They are seeing fast growth in the real estate side of things.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-06-22 $23.580

(Market Call Minute) It would be one he would add for financial exposure.  He is expecting a turn in financials for an insurance company.  He would go for RY-T for a bank.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
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