Table View - Opinions in Detail | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

Print Export
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) 2017-05-24 $0.020

Economy. Global growth is still there, but is starting to plateau. Positive global growth is good for commodities. There has been a good deal of growth in 2016, plateauing a bit in 2017. A “steady as she goes” market, and a “steady as she goes” economy. He is not expecting any wild swings up or down. Oil is trading in a range, anywhere from $45-$55 is a good range.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-24 $0.020

US Treasury Bonds? These are viewed as one of the safest things in the world. Any time there is market uncertainty, there is usually a flock to US Treasury Bonds. The demand is there, which is why you see yields come down from the 2.5%-2.6% level to where they are now. He views that as being a bit overdone.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Market. The big Canadian banks are reporting this week. Bank of Montréal (BMO-T) came out with its 2nd quarter numbers today and it was a miss. Their US business was the biggest drag and you could be concerned that the other banks affiliated with the US, will have the same problem. However, they all have different mixes by both geography and line of business. Toronto Dominion (TD-T) has a slightly different business mix, with more consumer lending exposure, as does the Royal Bank (RY-T). He is not expecting huge surprises from any of them. The market expectations are running pretty hot for at least 6 months, if not a 9 month extension by OPEC on the 1st cuts that they agreed to back in November.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Canadian fixed income with US raising interest rates? Interest rates are very, very low, so anyone seeking income are hard-pressed to find competitive income. fixed income serves a dual purpose in a portfolio. First and foremost, it has to be the bedrock and the bastion of capital preservation. Secondly, you use it to generate current income. You have to walk a narrow path, because a spike in interest rates will derail return on your profile. On the other hand, having poor credit risks will also create problems. His solution would be to own high-quality investment corporate credit and keep your duration in a 2-7 year timeframe.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-05-24 $26.190

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2017-05-24 $30.590

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY APH-T Aphria Inc Market Call Tonight (BNN TV) 2017-05-24 $5.620

Not particularly comfortable investing in marijuana stocks. An investment has to have a margin of safety around it. The marijuana sector is just too unsettled right now. Also, who is to say that the tobacco industry doesn’t want a piece of the action? They have expertise in lobbying, distribution, marketing, branding, etc. Also, wouldn’t Short it as who knows what heights euphoria could take it?

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-05-24 $61.370

(A Top Pick Aug 29/16. Down 9%.) At that time, they were acquiring CFT Brands. The deal has been delayed until the 2nd quarter. This is a secular grower. They will ultimately get approval from the competition Bureau and the US authorities, and it will be accretive to earnings.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-05-24 $2.160

Something he would never have touched in the 1st place. It is weak competitively. They’ve not had a fresh order for their C series aircraft in over a year. Very highly leverage with about $10 billion of debt on the balance sheet, and only about $1 billion of EBITDA to support that. $2 is a pretty important support level. If that holds, it might be okay, but if it cracks it doesn’t look like there is much support all the way down to $1.60.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-05-24 $60.590

With rates as low as they are, he is generally positive on the income, however, cautious on the sector because of media content. The real work is around the land lines. Over half their EBITDA is generated from land lines, and he would like to make sure that cord cutting does not accelerate. A large part of the driver on this company is on the income side of things. Sold half his position a long while ago. A good generator of income.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
PAST TOP PICK CERN-Q Cerner Corp. Market Call (BNN TV) 2017-05-24 $64.360

(A Top Pick April 5/16. Up 19%.) Two of his favourite sectors are Information Technology and Healthcare, and this company borders both of those. It is a company in the healthcare space that basically takes records from paper to digital, which is a mandatory event in the US.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CHP.UN-T Choice Properties REIT Market Call Tonight (BNN TV) 2017-05-24 $13.720

The anchor tenants, in a large majority of their properties is Loblaws. Where he might be a little more hesitant in a real estate investment trust that has mall-based retailers, it is quite unlikely that grocery shopping will have the same problems. This would be one of the safer REITs. He is quite constructive on equity markets, so has been moving away from REITs with a view that the economy is strengthening and interest rates moving higher. If you have to own a real estate investment trust, this is a reasonable choice, but he would recommend you don’t concentrate too much in REITs or bond proxies generally.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
DON'T BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-05-24 $106.300

He would recommend something else. There are better banks out there. He wouldn’t own this one. It has the most in residential mortgages. Prefers something like Toronto Dominion (TD-T) or Bank of Montréal (BMO-T) which have avenues into the US. There is also Royal Bank (RY-T) or Bank of Nova Scotia (BNS-T).

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-05-24 $13.030

They hold high quality assets, but questions the structure of the company and how management really raises equity. Too frequently for him. Any time you do anything, management goes out and raises equity, diluting existing shareholders, making the former dividend harder to pay.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2017-05-24 $31.490

A kind of “steady as she goes” company relating to Internet infrastructure. Don’t expect dramatic growth, but it pays a good dividend yield. Going forward, all the wireless, technology, routers and switches that are needed for the backbone will grow, but will be slower than in the past. Well-run company and great balance sheet, but you can find other companies exposed to the Internet that would be faster growing.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CVE-T Cenovus Energy Market Call (BNN TV) 2017-05-24 $12.860

Feels there is going to be a large overhang on this company for some time. They did a deal with Conoco (COP-N), issued a whole pile of stock and took on a whole pile of debt. That is really the inverse of what he would be looking for. There will continue to be an overhang with Conoco Phillips getting upside. If there is any oil appreciation, they are going to continue to get upside. However, $16 down to $12.80 is a nice downdraft, so you could almost argue that most of that is baked in. If they started to pay down the debt, that would be a really good sign.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2017-05-24 $107.710

He likes this and feels it is a good Hold. It is going to have a little volatility based on the overhang with ESPN. Live sports moving to the Internet is going to be an overhang for a while. This company holds a lot of amazing content. They have capabilities to produce great shows and movies, and a lot of ancillaries around that in the form of toys, etc. Perhaps this is one you could Trade. If it gets up to the $113 level, you could Sell, and if it gets down to $90 you good buy it.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT EFN-T Element Fleet Management Market Call (BNN TV) 2017-05-24 $10.870

When the original company split, he was more constructive on this side of the 2. A good business. Incremental revenues on solid, long term contracts. They lost a bit of credibility with the street and need to make it back. If they generate good cash flow, you could see a dividend rise. He is just going to wait and see.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK FB-Q Facebook Market Call (BNN TV) 2017-05-24 $150.040

(A Top Pick April 5/16. Up 33%.) The biggest dominant player on the Internet with users. They have the audience that is able to tweak the apps that they have. A higher multiple, but they are definitely growing through that multiple at great rates. Good balance sheet.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2017-05-24 $65.970

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-05-24 $977.610

He is very keen on this. They are doing great things. On advertising and search, they are taking away from the incumbents and have lots of things in the hopper. Great balance sheet and a really durable franchise. Going forward, the virtual reality and artificial intelligence are going to be really big components for them.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK GS-N Goldman Sachs Market Call (BNN TV) 2017-05-24 $223.830

In their last quarter, they had some trouble with their fixed income and currency side, and he views that as a “one off”. The stock was down 5%. With the proposed US deregulations and tax reform, that would be even more positive for them. There is lots of M&A going on. This is trading at 12X earnings, compared to the market which is at 17X. Feels they will generate growth of 12% for the next 3 years. Dividend yield of 1.4%. (Analysts’ price target is $251.)

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD GSK-N GlaxoSmithKline PLC Market Call (BNN TV) 2017-05-24 $42.950

Healthcare is being overshadowed by a whole bunch of things, demographics, government policies, etc. He is fairly constructive on healthcare. One of the few spaces that is not trading at an overvalued market multiple. One of the overhangs is the political cloud, but if you can get past that, it is a positive space to be in, and not expensive.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2017-05-24 $8.990

A company that is rapidly unravelling. They are effectively operating without an executive management team. It’s not normal for a bank or a trust company to press release their deposit book every single day. They are doing that to try and shore up confidence in the business.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
COMMENT INTC-Q Intel Market Call (BNN TV) 2017-05-24 $36.120

The largest chip manufacturer. A good part of their business is declining from traditional PC chips. Their latest acquisition will be positive in the long run. It is a company that makes chips for the autonomous cars. The company uses a good deal of their cash hoard, but they remain in good shape financially and pay a good dividend. He wouldn’t want to bet against this company.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT KO-N Coca-Cola Company Market Call (BNN TV) 2017-05-24 $45.030

A very strong name. The real question is if they can transition from the soft drink business to the healthier side of the business. Recently they announced some layoffs. Good distribution, but you are going to have to see that transition to healthier snacks.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY LNR-T Linamar Corp Market Call (BNN TV) 2017-05-24 $62.700

Linamar (LNR-T), Magna (MG-T) or Martinrea (MRE-T)? He doesn’t find the overall environment for auto parts manufacturers very constructive. US auto sales are at their highest levels, running north of 17 million units. This is the 2nd or 3rd year that has been going on. There is the NAFTA free trade agreement in question. Also, auto loans are coming into real focus, which in his view, are not very positive. There is some debate as to how these companies can move from an internal combustion engine to an electric car. This is too dangerous a time to be going in right now.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT MA-N Mastercard Inc. Market Call (BNN TV) 2017-05-24 $120.700

MasterCard (MA-N) or Visa (V-N)? Either of these would be good. They trade at multiples that are generally significantly higher than market multiples. Both companies capture the payments, and the threat of fees going down is low. This one has a little more international exposure, and is a bit more advanced on the technology side, but Visa is the dominant player.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
Showing 1 to 30 of 164,611 entries
<< < 1 2 3 4 5 > >>