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
WATCH CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-10-20 $12.280

Pays a 9% dividend yield. There is probably no short-term danger of it being cut. It has been at a relatively high yield for quite a while. It is a tough environment for them with a tough set of assets. You can hold it for the dividend, but he would be a little nervous doing that indefinitely. If you do, watch it every quarter to make sure there is no further deterioration.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Unknown View
COMMENT CJT-T Cargojet Inc Market Call Tonight (BNN TV) 2017-10-20 $51.700

He recently just added to his holdings. It has a very good business model. Chart shows a bull/flag formation with nonbelievers selling, but the stock continuing to go higher. It looks very good. The company has a lot of runway left.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-10-20 $112.580

This has done reasonably well. As we know, banks are a protected species in Canada. Chart is showing a series of higher lows and higher highs, and feels this could go a little higher. The chart looks pretty good.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
PAST TOP PICK CNR-T Canadian National R.R. Market Call (BNN TV) 2017-10-20 $102.980

(A Top Pick Oct 28/16. Up 25%.) Doesn’t think the 25% will get repeated. Well-managed and a good way to get industrial and general economic exposure. Also, if you own pipelines, rails are a good hedge.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Yes View
HOLD CPX-T Capital Power Market Call (BNN TV) 2017-10-20 $25.410

Northland Power (NPI-T) or Capital Power (CPX-T)? This one has a little more non-sustainable stuff in it. As the outlook for that has improved, it has done better lately. He would classify both as in the Hold category, and a little bit lower on the pecking order. (Owns some of the preferreds.)

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Yes View
COMMENT CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2017-10-20 $15.210

One of those defensive stocks, and of course the secular trend works; aging demographics, baby growers retiring. Chart shows the stock is in an up channel. Take your profits at the top of the channel and maybe buy when it is at the bottom of the channel. You are in a very good space on this one.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT DHX.B-T DHX Media Market Call (BNN TV) 2017-10-20 $4.520

Has put itself up for sale. With Canadian content there are only a few selective buyers. That really restricts it. On the other hand, they would have to break it up which becomes complicated. He’s wondering if 1 or 2 Canadian buyers have kicked the tires, maybe there is a story out there that nothing is going to happen. He doesn’t hear anything, and maybe the silence is deafening.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN No View
TOP PICK DIS-N Walt Disney Market Call (BNN TV) 2017-10-20 $99.400

Peaked at $116 in March or April. The worries had been on ESPN, cord cutting, etc. That has mostly happened, and they are acting to take measures to stop the bleeding and do different vehicles of distributing. ESPN was 110 million subscribers a year ago, and now it is like 89 million. “Live sports” is one of the last bastions of things that will stay. There is another Star Wars movie coming, and usually the stock does well. Also they get the attendant merchandise sales and all that. All it really has to do is go back to where it was, and you would have a 16% return. The entry point is attractive. Dividend yield of 1.6%. (Analysts’ price target is $113.50.)

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Yes View
COMMENT DXJ-N Wisdom Tree Japan Hedged Equity Market Call Tonight (BNN TV) 2017-10-20 $56.740

A hedge is always good. It means you are not taking currency risks. However, this is traded in US$. As a Canadian investor you still have US$ exposure. The hedge is between the US$ and the Japanese yen, not against the Cdn$. Chart shows it has had a pretty good run up, but there is resistance at around $60. The Japanese economy is not exactly firing on all cylinders. Japan is still suffering from deflation and very sluggish growth because of Asian demographics among other things. If you have some profits on this, make sure you take some.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT ECA-T Encana Corp Market Call (BNN TV) 2017-10-20 $14.340

The market tries to like it, and then gets overwhelmed by commodity prices. Although we are enjoying nice weather, that is not good for natural gas prices, so it’s pulled back again in the short term, and the group has pulled back pretty substantially in the past couple of weeks, so the 2-week outlook doesn’t look so great, even though the storage situation is not too bad. Being big and liquid, this company is viewed as one of the 2 “go to” gas names for Americans. He would prefer something with a bit better growth if you are going to go to gas, such as Paramount (POU-T).

Bruce Campbell (1) CANADIAN LARGE UNKNOWN No View
BUY ENB-T Enbridge Market Call (BNN TV) 2017-10-20 $49.620

He likes this. Feels it is still working through Spectra which they acquired in the US. A lot of stock was exchanged. Expects there has been pressure of US Spectra holders getting Enbridge stock and trying to get out of it, so it’s been trending sideways for a few months. Management said they have a 5-7 year plan of increasing earnings 8%-10%, but increasing dividends 8%-10% per year. If they are able to, this looks like one of the best yield/growth combinations out there, with safety. This is a great entry point.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Yes View
SELL ON STRENGTH ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2017-10-20 $30.200

Hold or Sell?He doesn’t follow this closely, but the chart shows that $25 is a very important support. It also shows a bit of a rounded top. Use any small rally to sell your position. 6.6% dividend yield.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT FFH-T Fairfax Financial Market Call (BNN TV) 2017-10-20 $653.510

Sell or Hold? This is very difficult to analyse. It’s like a black box and he doesn’t know what the earnings are going to be. There is the insurance side, but he doesn’t know exactly what the investments are all the time. For the first 7-8 years after the crash, because Prem Watsa owned all these Puts, it did really well in the crash, and he was able to grow BV on the insurance side and made gains on the portfolio, but you never knew where they where. Prem finally had a loss on the Puts but was overwhelmed by gains on the other stuff. He owns a lot of their bonds and preferreds. Because of their uncertainty, they always trade at a discount, so the yields are higher.

Bruce Campbell (1) CANADIAN LARGE UNKNOWN Yes View
SELL GE-N General Electric Market Call Tonight (BNN TV) 2017-10-20 $23.830

The stock went down on the open, but then rallied back. His rule is that if values go down and then can rally back, it usually means Shorts are covering. The question going forward then is, did we close at a higher price than yesterday or is the closing price high enough to indicate new buyers coming in. He wanted this to close above $24, but it didn’t, so it looks like the downward trend will continue.

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2017-10-20 $66.860

A big IT consulting firm. Has very good contracts. Management is doing very well. The balance sheet is very strong. The chart shows it is steadily going higher. As technology gets more sophisticated, companies are finding it difficult to keep abreast of the changes, so there is more and more outsourcing taking place. (Analysts’ price target is $74.)

William Chin TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
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