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
  
PAST TOP PICK HD-N Home Depot Market Call Tonight (BNN TV) 2017-02-17 $143.000

(Top Pick Feb 9/16, Up 28.27%) She still likes it. It is a play on the US economy.  As employment and GDP improve people may spend more on home improvement. With a third of the age group 18-36 still living at home and as the job environment improves they tend to move out into a home of their own. The company is well managed and always increases their dividend. They report later on this month.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY IBM-N IBM Market Call Tonight (BNN TV) 2017-02-17 $180.670

MSFT-Q vs. IBM-N.  If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow.  IBM has not been able to figure out how to grow their top line.  Both have cash overseas and will benefit if there is repatriation of cash policy changes.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
BUY IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-02-17 $29.510

(Market Call Minute) She likes it and it has a nice yield.  It just reported a good quarter.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-02-17 $118.860

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
BUY KHC-Q Kraft Heinz Company (merged) Market Call (BNN TV) 2017-02-17 $96.650

They are going to take over UL-N.   Companies are going up during an acquisition now.  There is a nice general trend in this stock.  We are probably just coming up to valuations.  The down side is probably about $91.  It is looking pretty good in its space.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY KO-N Coca-Cola Company Market Call (BNN TV) 2017-02-17 $41.230

It is a really tough business.  It has a nice little rounded base on the 20 year chart.  Deterioration happened in September in the industry.  He does not see tones of catalysts.  You have to buy when valuations are in your favour.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY MCD-N McDonalds Market Call Tonight (BNN TV) 2017-02-17 $127.800

It has done very well.  But she prefers Yum Brands in that space.  She holds both the companies after YUM split.  MCD-N has brought in some growth with menu innovation.  They have room to grow outside of the US, but YUM China is a more direct play.  MCD-N is probably fairly valued.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-02-17 $24.830

MFC vs. SLF-T (Market Call Minute) MFC-T is her preferred because it is at a lower multiple.  They can improve their ROE and garner a higher multiple.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-02-17 $64.620

MSFT-Q vs. IBM-N.  If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow.  IBM has not been able to figure out how to grow their top line.  Both have cash overseas and will benefit if there is repatriation of cash policy changes.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
BUY on WEAKNESS MSL-T Merus Labs International Market Call (BNN TV) 2017-02-17 $1.140

We have a downtrend in place.  It had to hold the $1.40 level and which it did for almost 2 years and then broke it.  This is a lower risk place to come in here.  It is starting to base here again.  You might get a nice upside breakout move here. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
PARTIAL BUY NDM-T Northern Dynasty Minerals Ltd Market Call (BNN TV) 2017-02-17 $2.970

We had a shot up post-Trump and then we see that rocket up (a triple).  When you have these kinds of news, it can go parabolic.  Only take a partial position.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
WATCH NVDA-Q Nvidia Corp Market Call (BNN TV) 2017-02-17 $107.230

We are seeing a bit of a double top.  The relative strength is getting weak.  It is a classical exhaustion pattern.  It is a nice trend here so if the market resumes then it should participate.  Look for it to test the $90 range in a correction.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
COMMENT NXE-T NexGen Energy Market Call (BNN TV) 2017-02-17 $4.020

A uranium project in Saskatchewan.  It has strong seasonality right now.  It is hard to know, if we get an exhaustion in the market, where will it go.  Probably the $3.80 and then the $2.60 levels.  It is tough to call.  There are safer names in Uranium.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
PAST TOP PICK PG-N Proctor & Gamble Market Call (BNN TV) 2017-02-17 $91.090

(Top Pick Feb 5/16, Up 16.09%) They are in the sights of a hostile investor.  It got beaten down Sept. to Dec. last year.  The stock has now broken out and it is quite positive.  He expects it would work quite well in any correction.  He moved to XLP-N, which he loves.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
DON'T BUY PM-N Philip Morris International Market Call Tonight (BNN TV) 2017-02-17 $103.660

(Market Call Minute) Their product is in a secular decline.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
BUY on WEAKNESS SHOP-T Shopify Inc. Market Call (BNN TV) 2017-02-17 $80.660

Has been hitting record highs recently.  We have a nice trend, but that last leg is something you don’t want to pay up to.  They are open to a pretty decent haircut.  He has a target of $100.  It is framed by the market.  It is a higher beta.  Try to get it in the $60s or low $70s. 

$100 Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-02-17 $49.890

MFC vs. SLF-T (Market Call Minute) MFC-T is her preferred because it is at a lower multiple.  They can improve their ROE and garner a higher multiple.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD T-T Telus Corp Market Call Tonight (BNN TV) 2017-02-17 $43.930

(Market Call Minute) Not her preferred play, but it is an oligopoly.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
BUY on WEAKNESS TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-02-17 $27.980

They had a very strong fourth quarter and their guidance for the first quarter of this year because of pre-buying of Iron Ore in the fourth quarter on fears of prices spiking.  They had a big run.  Iron ore prices are not going to go back to the levels they were before.  The zinc outlook is quite favourable.  It is now getting back down to levels where she may pick up some more.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY TM-N Toyota Market Call (BNN TV) 2017-02-17 $113.700

He is about to buy another Toyota vehicle.  $95 was a recent bottom and it ran up.  It is right on trend here.  Around $107 is the top.  He expects weakness and also in other automakers.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
PAST TOP PICK TRP-T Trans Canada Corp Market Call (BNN TV) 2017-02-17 $62.240

(Top Pick Feb 5/16, Up 30.97%) The whole sector was starting to break down.  He does not hold this one anymore.  He now has ALA-T and SLB-N.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
COMMENT UL-N Unilever PLC Market Call Tonight (BNN TV) 2017-02-17 $48.530

She has owned UL-N for 4 years.  She thinks the price is significantly too low.  She owns it because 15% of revenues is from emerging markets.  That is where the growth is in consumer goods. 

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2017-02-17 $157.620

A very high quality health care provider in the US.  If you want exposure there, it is one of the best companies to hold.  She likes healthcare as a secular theme due to the aging demographics.  There is not one specific reason why is has gone up recently.  Keep holding it.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK WJX-T Wajax Corp Market Call (BNN TV) 2017-02-17 $23.700

They have three divisions. Industrial components, power systems and equipment.  They have had a huge run up based on earnings.  They report in a couple of weeks.  It may be necessary to sell after that.

Low $40s Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
PAST TOP PICK WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2017-02-17 $69.370

(Top Pick Feb 5/16, Up 5.84%) They were higher, but fell a little bit.  This one got hit a little bit more than the sector.  It is going to focus on its comps and its digital business.  It is doing a bit of base building. You get paid nicely to hold it now.  If it does not hold $65.80 then he would be concerned.  It looks good here at this level.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
TOP PICK XLU-N SPDR Utilities E.T.F. Market Call (BNN TV) 2017-02-17 $49.570

If we think inflation is coming we should see that 10 year north of 3%, but it is not.  We broke above the $49 level.  There are a lot of buyers in there.  It is one of the strongest sectors.  If the 1 year gets above 2.6% then you have broken the theme.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
TOP PICK XLV-N SPDR Health Care E.T.F. Market Call (BNN TV) 2017-02-17 $73.660

Just the big names in US healthcare.  We have seen the bottom in here.  It is one of the strongest sectors out there right now.  We saw some rotation last week.  It is in a secular bull market and we are at the beginning of it.  It has a really good valuation.  The political football that it has been is going to die down.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
TOP PICK XYL-N Xylem Inc. Market Call Tonight (BNN TV) 2017-02-17 $47.800

They are in the business of transportation, testing and treatment of water.  Drinkable water is a very scarce commodity.  21% of revenues are from emerging markets.  They are trying to give people access to sanitation.  In the US there is a lot of overhaul required on the existing systems.  In 2012 state governments cut back because there was no funding.  XYL-N also have exposure in the UK.  They just acquired a smart metering company and will do some cross selling.  (Analysts’ target: $54.00).

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-16 $0.020

Markets.  Big stocks are not cheap right now.  We had an 8-9 year bull market.  They are made all the more expensive given that interest rates might go up.  He is a bottom up guy and feels there is always something to buy.  Stocks always take a breather when they have had a run for a long time.  You have to expect there will be a breather at some point.  Have lots of cash and be ready to pounce when you have an opportunity. 

Fabrice Taylor NORTH AMERICAN SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-16 $0.020

Markets.  Trumps policies will be business friendly no matter what we think of his politics.  Everyone thinks a tax cut is good in the short term.  The infrastructure program could boost GDP by ½ half to ¾ of a point.  But then there is the debt on the other side of it.  Saying you are going to spend money and spending money effectively are two different things.  Spending has to be ramped up.  Markets may be getting a little ahead of themselves.  A lot of market gains have been concentrated in a couple of sectors.  If you take those out of the equation the rest of the market looks a little more sensible. 

David Baskin NORTH AMERICAN - LARGE SELECTIVE _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-16 $0.020

Lithium.  It is everyone’s favourite metal because of batteries.  There is no world shortage of lithium, but it does not mean it is hard to find.  It is not a scarce resource.  If you bought it 5 years ago you were a genius, but now everyone is on that trade.  It is too late.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-16 $0.020

Retailers like WMT-N and TGT-N with Trump's import policies.  Will Trump do something drastic about imports from the East?  If he does then Walmart's and Target’s margins will shrink.  Amazon has eaten the lunch of the retail industry and it is not stopping any time soon.  He is reluctant to get anywhere near the big retailers until we see exactly what Trump will do.

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-16 $0.020

Over concentrating in financials.  If you are not diversified you are taking risk.  The Canadian financials are a tremendous sector.  It is an oligopoly.  If they do go down, however, they will all do so in concert.  He limits himself to no more than 20% of a portfolio in any one sector.  He likes Utilities, Telephones, Pipelines and REITs as they are nice diversifiers away from the banks.

David Baskin NORTH AMERICAN - LARGE SELECTIVE _N/A View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2017-02-16 $135.345

(Top Pick Jan 5/16, Up 35.29%) He still likes the stock.  If you take out all the cash they are trading at 9 or 10 times earnings.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
WATCH ABM-X Athabasca Minerals Market Call (BNN TV) 2017-02-16 $0.240

They operate some gravel pits in Fort McMurray and it is a hot commodity there.  They also have frac sand.  He is hesitant due to a lawsuit with one of their customers.  Wait for that to clear up.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY AIG-N American International Group Market Call Tonight (BNN TV) 2017-02-16 $62.270

They reported this week and the stock went down 10%.  It went down because they had to take some provisions.  They are the big beneficiaries of rising interest rates.  This is his favourite of the group.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY ALA-T Altagas Ltd Market Call (BNN TV) 2017-02-16 $31.210

They just made a very large acquisition. He owned it until just before they announced the acquisition.  They pay a big dividend by borrowing and raising equity to fund it.  Look at their cash flow statement and you may decide it is not as blue chip as you think.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
BUY ARE-T Aecon Group Inc Market Call (BNN TV) 2017-02-16 $16.780

Alberta is bouncing back a little.  It was a drag on them over the last couple of years.  Trudeau and Trump are promising infrastructure spending and that will benefit them.  (Analysts’ target: $18).

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY AT-X AcuityAds Inc Market Call (BNN TV) 2017-02-16 $3.640

They have been a great performer and he is a customer of theirs also.  They do what they do very well.  They have an edge and are doing very well organically and also making some shrewd acquisitions.  He likes it.  [The Caller clearly asked for Acuity Ads but the control room put up the chart for Acuity Brands (AYI-N) instead].

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
STRONG BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-02-16 $48.550

Management is absolutely top grade.  Their idea of raising capital in partnerships is absolutely brilliant.  The street has systematically undervalued them in terms of these partnerships.  It is trading less than NAV.  It also has a rising dividend.  It is a must own.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2017-02-16 $7.840

Best in class, smaller natural gas producer.  Good management.  Good at increasing their reserves and managing costs.  It is just a play on gas prices.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
BUY BP-N BP PLC Market Call (BNN TV) 2017-02-16 $33.680

He thinks oil prices have bottomed and will start to move higher in fits and starts.  They had issues in the past that are behind them now.  They are a good company to own and are a cash cow.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2017-02-16 $167.740

They are two of the best investors in the world.  They made a huge bet on AAPL-Q and on the airline industry.  You don’t get rich betting against these two guys.  It has not gone up as much as other financials.  It is still good value at this price.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY BTI-A British American Tobacco Market Call Tonight (BNN TV) 2017-02-16 $62.660

(Market Call Minute) He does not touch companies that addict their customers to deadly products.

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
TOP PICK CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2017-02-16 $31.910

Canada’s biggest land lord.  They are opening up frontiers in Europe.  It is a wonderfully run company.  Very nice distribution.  Very solid balance sheet.  (Analysts target: $33.15).

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2017-02-16 $0.010

(Top Pick Mar 9/16, Flat)  He has 60% cash right now.  You want to wait for opportunities. He almost wants the market to crash.  He is aiming for 70% cash by month end.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
TOP PICK CHH-T Centric Health Market Call (BNN TV) 2017-02-16 $0.790

One division does private surgeries that are not covered by healthcare.  Every year they cut more and more services from provincial plans so there are more and more opportunities to use their services.  The other division is an industrial pharmacy that services businesses like seniors homes.  It is a turnaround story.  They used to have a lot of debt, but margins have improved.  He is impressed with management.  The stock has positive tailwinds and it is a turnaround story.  (Analysts’ target: $1.02).

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
WATCH CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2017-02-16 $10.980

Tremendously valuable assets that are difficult to replicate.  They missed earnings last fall and analysts are skeptical that they can meet their guidance.  They are an excellent company for the long term. 

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2017-02-16 $10.980

He is less concerned about seafood going across the border than other farm products.  It is a very international business.  People are eating more and more seafood products.  This company is well positioned.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY CLS-T Celestica Inc Market Call (BNN TV) 2017-02-16 $17.980

CLS-T vs. MRE-T.  It seems CLS-T has business picking up. but MRE-T is stuck in some kind of a glut that they can’t break out of.  He refers CLS-T.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
HOLD CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2017-02-16 $197.510

He is not generally a big fan of CEOs as a rock stars, but in the case of Hunter Harrison what he did at CP-T was notable.  The efficiencies he found will stay on after he leaves.  Rails are commodity dependant.  If prices go up they will do well.  Trump is good for railways.  Commodities are unpredictable.  He thinks CP-T is fully priced.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-02-16 $15.070

We are going into a rebound in oil prices.  It might be choppy and saw toothed, but he feels oil prices are going to firm up.  CPG-T is quite leveraged to oil prices so he would not sell it.  He would buy it.  It’s a "goto" name and gets put into the penalty box now and then.  It has a decent payout and he thinks the valuation will bounce back.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-02-16 $15.070

The problem with oil is that as soon as oil gets above $50, there are lots of operators ready jump into action.  The question is if CPG-T can be profitable with $50 oil.  Warrant Buffet believes oil prices will be contained forever.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD CSCO-Q Cisco Market Call (BNN TV) 2017-02-16 $33.600

They are a big beneficiary of the Internet.  He does not following it.  He would not buy it here.  But he does believe in the Internet and more and more smart devices.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
TOP PICK CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-02-16 $79.450

They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
WEAK BUY CWB-T Canadian Western Bank Market Call Tonight (BNN TV) 2017-02-16 $29.900

(Market Call Minute) Completely exposed to the West.  Its loan book is not as bad as people thought.  It is not going out of business.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY CZO-X Ceapro Inc. Market Call (BNN TV) 2017-02-16 $1.550

He likes it.  You want to wait until they announce some big contracts.  If you own it hold on to it.  He would buy it here.  They are profitable.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
BUY DBL-X Darnley Bay Resources Market Call (BNN TV) 2017-02-16 $0.550

They have very, very good properties.  They have a wonderful list of shareholders.  Investors are getting very interested in zinc.  They can finance themselves. 

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-02-16 $110.710

They own some of the best production studios there are as well a tremendous intellectual library with every old movie in the world.  They also have ESPN, which was the major question mark. They have mobilized that.  They also have cruise lines and theme parks. This is where millennials are spending their money.  (Analysts’ Target: $116.29).

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2017-02-16 $2.580

A royalty company.  He likes that business model.  The CEO acquired a chain of royalty streams in an Alberta restaurant chain.  The dividend is close to 10%, but it is not covered by cash.  He recommends getting it with a DRIP program.  It is not the safest dividend stock but it is interesting.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
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