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
  
DON'T BUY MEG-T MEG Energy Corp Market Call (BNN TV) 2017-05-23 $6.040

He would rather go to a casino than put money into this company. This is like your super-duper high beta bet on oil. They just have far too much debt.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
TOP PICK NOC-N Northrop Grumman Market Call Tonight (BNN TV) 2017-05-23 $250.650

A $43 billion market value. In the fall, and leading up to November, there was a big run up in several sectors, one being the defence sector, with a view that there would be spending whether the Democrats or Republicans won. A lot of defence stocks have basically traded sideways for the last 4-5 months consolidating that initial gain. This is one of the companies that is trading very close to its highs. A big contractor in the strike bomber and the F35. They are the leader in drone technology. A Triton drone can replace 20 aircraft. Governments try to save money and they want what they can get from drone technology. They are now opened up to sell to the EU and Japan. Dividend yield of 1.6%. (Analysts price target is $260.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2017-05-23 $1.140

(A Top Pick May 27/16. Down 57%.) He liked this because it was on a hyper growth trajectory in an industry that was growing by 10%-15% organically. This hasn’t been a revenue problem, it has been an expense problem. He would not commit new capital towards this.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET Yes View
COMMENT PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2017-05-23 $93.580

This has a portfolio of specialty food products. Earnings are expected to grow 40% this year and 20% next year. This company is not inexpensive. However, in Canada, some of these branded food products are doing quite well. He would have no trouble owning this stock.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT PD-T Precision Drilling Market Call (BNN TV) 2017-05-23 $5.310

A very solid, well-run company. Trading at a bit of a premium relative to its Canadian peers. They are starting to get a technical edge on their upgrades to their rigs.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET Yes View
COMMENT PONY-T Painted Pony Energy Market Call (BNN TV) 2017-05-23 $5.520

Did an acquisition which really ticked off a lot of investors diluting the share count by about 50%. The attraction of the company was that they had very good well results and very, very deep inventory. Management has had a tough time selling this. You just have to wait for this to clear. It screens very well on a valuation relative to growth rate. Extremely inexpensive relative to the growth rate and the running room they have now acquired.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
TOP PICK PUMP-N ProPetro Holding Corporation Market Call (BNN TV) 2017-05-23 $13.700

A pressure pumper in the US, a 100% pure play in the Permian. They have a tier 1 customer list and exposed 100% to the highest growth Basin in the world. Trading roughly at 4.4X forward EBITDA. If his guess is right, this could be a $20 stock. (Analysts’ price target is $19.)

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET Yes View
COMMENT PWT-T Penn West Petroleum Market Call (BNN TV) 2017-05-23 $2.140

They had a management upgrade when they brought David French in. Have done a good job of selling off assets and paying down debt. Now they are in a pretty good position. They would be growing production in 2018 X 17%, and are trading at 6X enterprise value to cash flow. However, the average US company in 2018 is going to grow production by 47%, which is 10X this company’s growth rate.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
COMMENT SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-05-23 $122.120

A really interesting company, and he continues to buy shares. They did an issue this week, which spooked some investors, and the stock dropped 10%, but opened up 2% at the end of the day, for a 12% swing on the day. That tells you that there are a lot of people that want to own these shares. He likes the sector and he likes this company.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK SLCA-N U. S. Silica Holdings Market Call (BNN TV) 2017-05-23 $39.030

The safest and least volatile (relatively!) way to be exposed to the frac sand market in the US. Oil and gas companies are approaching these sand companies asking for 5 years of supply, and are guaranteeing them margins of $50 per ton, which is double what this company has guided to. (Analysts’ price target is $63.)

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET Yes View
COMMENT SPE-T Spartan Energy Corp Market Call (BNN TV) 2017-05-23 $2.420

This is fine as they are gifted with good plays, where they have running room production down to around $40. They can grow oil production by about 10% spending 1X cash flow, down into the low $40. Under $40, the stock has been brutalized and he was very tempted to buy it when it was down to $2.10. They can grow production by 10%-13%, but they have to compete against Permian Basin companies that can grow by 40%-50%. He doesn’t see the Saskatchewan domestics competing for the imagination of the US investor when there are so many other alternatives available to them.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
TOP PICK TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2017-05-23 $4.420

Thinks the market is completely asleep in terms of their earning capability. Pricing is going up quarter after quarter, and their equipment is fully utilized for the rest of this year. They have a merger with Canyon Services (FCR-T) pretty soon. Prices are increasing virtually every day. He sees extremely good upside on a stock that has been out of favour. At the same time, you get the hidden optionality with their remaining interest in Kean (?). (Analysts’ price target is $6.)

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET Yes View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-05-23 $63.570

He likes US banking. This has a significant exposure and great success in the US, specifically in the Northeast. For US banks, he is more interested in those that went through the crisis, the ones that had to recapitalize and were trading at ridiculously low prices. Those banks today are having a reduction in the burden of regulations, a reduction in big multi-million-dollar finds, an increase in their ability to pay out earnings they are generating, but no longer have to save to build their capital base. TD may partially benefit from the regulations and an improving US economy, but it is relatively more expensive than the US banks, and there is less likely to be the same dividend growth.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2017-05-23 $6.120

A great management team. They are able to grow production down to about $45 oil, and continue to pay their dividend. High quality assets and pretty good inventory life, but their growth rate isn’t sexy enough to get investors to stampede back in. He expects to make his money from services in his US R&P, and plow profits back into Canada maybe later this year or early 2018.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2017-05-23 $28.130

A well regarded company. Good insider ownership. When a company is in hyper growth mode, it is difficult to manage expectations at times, and a slight knock against them may have been that they have not hit production guidance over the past while. They’ve taken it upon themselves to really tighten that this year. He is a little worried about Canadian gas, because we do have “take away” capacity issues, but other than that, this would have been on his top 3 list.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET Unknown View
COMMENT TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2017-05-23 $18.150

His firm does not buy turnaround situations, but he personally owns some that he paid about $12 for. To him, this would be a trade, but the stock has been behaving extremely well ever since. Social media is a sector that has been behaving well. This would be a higher risk trade.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-05-23 $46.120

Management is very well regarded with high quality assets. As a result, they trade at a pretty healthy premium relative to their peers. There are other names he prefers on a valuation basis, but it is hard to knock this company.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
COMMENT WPX-N WPX Energy Inc. Market Call (BNN TV) 2017-05-23 $12.420

He is buying this for the Permian exposure. Well results have been very, very good. They have multiple benches, where on well results you’re looking at anywhere from 700 to 1000 barrels per day per well. He likes this because it is not very expensive and is growing production by about 30% this year and 40% next year.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-19 $0.020

Market. Volatility is what most investors are wrestling with now. Volatility was at all-time lows for some time, and investors felt there was complacency in the market. We really only had one piece of Trump news this week. His pro-growth policies fell off the table for a couple of hours, and the market sold off pretty aggressively. Investors used that window as a buying opportunity, and there has been a come back in trading. 70% of companies have reported their results for the last trading period. Analysts were looking for a 9% earnings growth, which would have been the best since late 2011. However, it is not just looking at what stocks have done, it is what you are buying at today’s prices that you are getting from earnings. If expectations were for 9% earnings growth, if achieved, that would be the best since Q4 2011, and we are already surpassing that. That means that when looking at PE valuations, the earnings (E) part of the equation is understated, which means valuations are more attractive than what many are suggesting. With wage growth at about 2.5%, and the unemployment situation being fine, low volatility in the stock market, the Fed has to just be ecstatic with where things are right now.

John Petrides US EQUITIES BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-19 $0.020

Market. This had a bit of a comeback today. He guesses that people are just stepping back feeling that earnings season had been pretty good for the corporations, and if the US does ever get any their fiscal policies enacted, then they are going to be flush with cash to take advantage of M&A or to continue on with the stream they are doing in innovation. There are a lot of expectations built in going forward for 5-10 years. It is always nice to have some cash, because if you are fully invested, you get hit with the market. The growth in ETF’s, is not an issue now, but if it gets to 50% of the market, then we are going to have extreme volatility. There could be a 20% decline in any one day. Probably not now, but you just never know.

David Driscoll GLOBAL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-19 $0.020

Percentage of cash in a portfolio? In the worst markets such as 2008, the prudent amount to hold was 20%. In these markets, if they continue to rise further, you don’t want to have too much cash, because you can’t keep up with the markets. Having about 20% cash, if you are all equity, is probably the most appropriate. That way, you will have 80% invested in the market, and if the market falls off, you have cash to allocate at a better entry price.

David Driscoll GLOBAL UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-19 $0.020

Fang stocks? Any stock that is trading greater than 30X earnings, and in some cases upwards of 75X, you have to be disciplined with your investing. Instead of throwing all your money into it, just put half of it in. If it doubles in price, you can sell half and then the rest is free. They’ve outperformed the S&P by a wide margin so far this year.

David Driscoll GLOBAL UNKNOWN Unknown View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2017-05-19 $153.060

He still likes this despite its run up. It has a 4% position in the S&P 500 and is up 25%, and probably a 15% position in the NASDAQ. Has been a major driver of indices and performance year-to-date. The story is still attractive. You are getting the 10th anniversary of the iPhone in September, which should be a blockbuster product. By this time next year, with the new iPhone coming out, it has very low hurdle rates to jump over. Also, starting to ramp up their services business, which is very important for future growth. If and when Trump and the Republicans are able to pass through tax reform, this company has $250 billion of cash, whereby 95% of that is sitting overseas. If they were able to repatriate that cash and give it to shareholders, that would be a good thing.

John Petrides US EQUITIES BULLISH Unknown View
COMMENT AMD-Q Advanced Micro Devices Market Call Tonight (BNN TV) 2017-05-19 $11.410

Probably the poor cousin of Nvidia (NVDA-Q) right now. While they have a chip coming that is comparable, there is a difference between having great ideas and running the business, whereas Nvidia has been able to do both. This company has had difficulty in running their business. They haven’t been growing their cash flow and it hasn’t been generating positive cash flows, so they have been sinking a lot of money into CapX and R&D. Looking at their past, they still haven’t proven that they are able to get all their ducks in a row, so they can keep moving forward.

David Driscoll GLOBAL UNKNOWN Unknown View
HOLD AMGN-Q Amgen Inc. Market Call (BNN TV) 2017-05-19 $156.510

He likes this as an investment. It could be a core health care holding in any portfolio. They’ve generated tremendous cash flow and have a very strong balance sheet.

John Petrides US EQUITIES BULLISH Unknown View
TOP PICK ASA-N ASA Ltd. Market Call (BNN TV) 2017-05-19 $12.160

He typically avoids mutual funds and prefers individual stocks, but as a closed-end fund, this has a limited number of securities. It is a basket of the gold miners. Owning gold in this environment with the heightened geopolitical risks, prepares your portfolio for the unexpected. Owning gold miners makes a lot of sense. As a closed-end fund, there are limited shares, and the fund will move up and down at a premium or discount to its NAV. Right now, this is trading at a 9% discount to its NAV. Closed end funds uses leverage to enhance its value, but this fund does not use any leverage.

John Petrides US EQUITIES BULLISH Yes View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-05-19 $123.220

The opportunity to be the Amazon of China is definitely there. They’ve got 500 million users now. They are kind of a quasi-Amazon eBay. The way you have to play this is, these are trading stocks, they don’t pay dividends, you don’t get voting control. Therefore, if you are going to trade them, do a half a position. If it doubles in price, then you take half off the table and then the rest is free. It’s a good company and they are in a good space, but he would still be cautious in investing in companies like this.

David Driscoll GLOBAL UNKNOWN No View
BUY on WEAKNESS BAC-N Bank of America Market Call (BNN TV) 2017-05-19 $23.050

Financials are one of his favourite sectors. He would definitely recommend Holding this and buying on any dips. With the fundamentals of the banking sector, the wind is really at your back, because they had been regulated post the crisis, and have so much capital on their balance sheets, that they are the strongest they have been since World War II. By and large, the consumer is fairly healthy, so the loan book is actually quite strong for banks in general. Also, the Fed is embarking on raising rates. As they continue to move higher, higher interest rates are good for bank revenues. If Trump is able to put some sort of deregulation into the banking sector, that is icing on the cake.

John Petrides US EQUITIES BULLISH Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2017-05-19 $23.050

Bank of America (BAC-N) or Citigroup (C-N)? This one will give you more of the mortgage business. If your a believer that the economy is going to continue to grow, housing is going to expand, then this is for you. It comes down to where your comfort level is going to be. He would personally prefer J.P. Morgan (JPM-N), given that their investment banking arm is probably doing better than Goldman Sachs (GS-N) right now. This is fairly cheap on a relative basis.

David Driscoll GLOBAL UNKNOWN No View
TOP PICK BDX-N Becton Dickinson Market Call Tonight (BNN TV) 2017-05-19 $184.130

This started a long time ago making syringes and needles, and that’s pretty much been their core. It’s all consumables in the hospitals, etc. Just made a recent acquisition of CR Bard (BCR-N) in the urology business. Both companies generate consistently growing free cash flows. There’s a 10% bump to the dividend every year. This merger is going to give them some debt that should be paid off within the next 2 years. He likes the company at this price.

David Driscoll GLOBAL UNKNOWN Yes View
BUY BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-05-19 $29.870

He is looking at this. People are looking for some kind of alternative investments, and this is the biggest private equity firm out there. The dividend yield is upwards of 8% right now, and that is just because you get that lumpiness of deals being bought and sold. If you look at their stock price long-term growth, it has risen about 30% a year on average for about the last 10-20 years. He is quite interested in this.

David Driscoll GLOBAL UNKNOWN No View
BUY C-N CitiGroup Market Call (BNN TV) 2017-05-19 $61.100

His favourite financial to own. The one bank that is still trading at a discount to its tangible BV. When trading at a discount to Book Value, the market expects your BV to erode, but since 2011, every single quarter, their BV has increased.

John Petrides US EQUITIES BULLISH Unknown View
COMMENT C-N CitiGroup Market Call Tonight (BNN TV) 2017-05-19 $61.100

Bank of America (BAC-N) or Citigroup (C-N)? This gives you a little more international exposure and more investment banking. It comes down to where your comfort level is going to be. He would personally prefer J.P. Morgan (JPM-N), given that their investment banking arm is probably doing better than Goldman Sachs (GS-N) right now. The stock is fairly cheap on a relative basis.

David Driscoll GLOBAL UNKNOWN No View
BUY CBI-N Chicago Bridge & Iron Co. Market Call (BNN TV) 2017-05-19 $20.800

This got crushed this week. They had a poor earnings call, but the following sell-off each day was probably sentiment of Trump’s infrastructure package getting delayed, or taken off the table entirely. Their backlog is still pretty good and valuation is about 4.5X earnings. He likes this is a purchase at this time.

John Petrides US EQUITIES BULLISH Yes View
DON'T BUY CELG-Q Celgene Corp Market Call (BNN TV) 2017-05-19 $116.930

Trading at 25X price to cash flow, a bit too rich for him. The stock is up 17% over the last 12 months. The bet on this company is that you have faith in their pipeline executing on future drugs. There is much more attractive value in healthcare outside of this.

John Petrides US EQUITIES BULLISH No View
DON'T BUY CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-05-19 $31.210

There is a split right now in the technology space. If you think of Cisco, Intel, and even IBM, they are old legacy businesses and are starting to drop off the vine. It is commoditized and they are not making much money off of it. They are desperately hurrying into the tech side of the business. With this one, you are getting away from the set-top boxes, and getting into Cloud and other services. Everybody is up in the Cloud right now and you are starting to get commoditization on prices, which is not going to help this company over time. If they start to see a slowdown on their upscale business, then of course, with a slowdown in the hardware side, it is going to hurt. People are investing for the yield, and he thinks there are better tech stocks out there. 3.7% dividend yield.

David Driscoll GLOBAL UNKNOWN Unknown View
DON'T BUY CSX-Q CSX Corp Market Call (BNN TV) 2017-05-19 $50.380

This has run up so much that he wouldn’t go near it. If you want to play the rails or the transports, he would look at Kansas City Southern (KSU-N) which has been held back by the fears of a wall for Mexico. You could look at maybe the truck stocks or airlines. Feels there is better value elsewhere.

John Petrides US EQUITIES BULLISH Unknown View
COMMENT CVS-N CVS Health Corp Market Call (BNN TV) 2017-05-19 $76.320

He likes this a lot. Trading at 13X earnings, a discount to its major competitor Walgreens (WBA-Q) at 16X. Trading at a big discount to the market. You get a really nice dividend. The company buys back a lot of stock. Also, has Caremark, the pharmacy management business, which is under a bit of pressure because of drug prices. You really have a diversified business model between the PBM side and the store side. Long-term fundamentals on the healthcare business are very favourable, where you have an aging and growing population. This is very attractive.

John Petrides US EQUITIES BULLISH Unknown View
PAST TOP PICK DOX-Q Amdocs Market Call (BNN TV) 2017-05-19 $63.970

(A Top Pick Feb 9/17. Up 8%.) Provides the back office and billing support for many global wireless carriers. AT&T (T-N) is a 30% customer, so when you get a bill from AT&T, this company is providing that and doing all the support behind the scenes. Has a recurring revenue and generates a lot of cash flow. Has no debt on the balance sheet. For the last 10 years, they’ve been buying back stock at 4% annually. Trading at about 14X earnings. Have grown the dividend about 30% annually for the last couple of years.

John Petrides US EQUITIES BULLISH Yes View
TOP PICK DSY-FP Dassault Systemes Market Call Tonight (BNN TV) 2017-05-19 $0.000

This is artificial intelligence. It is 3-D CAMCAD technology for both the Procter & Gambles as well as carmakers. It’s all designs. So if you have an idea, you run the design simulation 3000-4000 times, and it will spit out the right way to do it, create the supply chain, make any changes, and then off they go. The company has been growing at 15%-20% profitability. They are #1 in their segment and are growing nicely quickly. The dividend increased 14%, which is double the historic average for the global market.

David Driscoll GLOBAL UNKNOWN Yes View
COMMENT F-N Ford Motor Market Call (BNN TV) 2017-05-19 $10.870

If you’ve been a shareholder of this company, it is probably the most frustrating stock in your portfolio. Ridiculously cheap from a valuation standpoint. They pay out a huge dividend. Their balance sheet, excluding Ford Financial, is very, very healthy. Has more cash than debt. They are committing capital for electric cars in 2020 and 2021. Doing everything the Trump administration would want. Car sales in the US are now sub 17 million on an annualized basis. Investors are fearful that the car market is rolling over and that the segment is slowing down. At current prices, this looks really attractive.

John Petrides US EQUITIES BULLISH Yes View
BUY FL-N Foot Locker Market Call Tonight (BNN TV) 2017-05-19 $58.720

This has free cash flow growth. Against their competition, they have actually been doing quite well. You’re getting a 10-year growth rate and CapX at 50%, cash from operations of 110%, and dividend growth of 184% over the last 10 years. The free cash flow has grown at about a 3rd over that time frame. A brick-and-mortar company that knows what they are doing.

David Driscoll GLOBAL UNKNOWN Unknown View
PAST TOP PICK FMX-N Fomento Economico Mexican Market Call Tonight (BNN TV) 2017-05-19 $91.440

(A Top Pick June 7/16. Down 2.69%.) A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. With the Trump victory, the peso was getting crushed. Unfortunately, this company went down with it, simply because it was Mexican, even though they don’t do any business in the US. They are the Coca-Cola bottler outside of the US. They have OXO convenience stores and gas stations, and have gone into pharmacies all through Mexico, Latin America and south America. Their earnings are good, they are still opening gas stations, and have about 20,000 OXO stores, and now are adding gas pumps with them. Earnings are growing at a fairly decent clip.

David Driscoll GLOBAL UNKNOWN Yes View
BUY GE-N General Electric Market Call (BNN TV) 2017-05-19 $28.050

If you don’t have much exposure to industrials, this is a good name to own. It reminds him a lot of Microsoft (MSFT-Q), which was stuck in the mud back around 2013. When Ballmer was replaced, the stock hasn’t looked back since. If the CEO was replaced, he could see the stock significantly higher. Good dividend yield.

John Petrides US EQUITIES BULLISH Unknown View
PAST TOP PICK GTO-NV Gemalto Market Call Tonight (BNN TV) 2017-05-19 $0.000

(A Top Pick June 7/16. Down 1.21%.)  A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. He was buying more when it collapsed from $60 down to $40. This is cyber security. They do chip technology for credit cards and holograms for passports. This is Amazon’s biggest cryptologists encryption. They just bought a subsidiary of 3M that does iris and fingerprint scanning. Their big problem right now is with Sim cards. Everybody owns a smart phone, so they are not getting new phones replaced as quickly as possible, so the Sim card business is weakening. And with the E-Sim, they are involved, but there isn’t that kind of market mass for demand to start pushing revenues higher. Still trading on 2019 earnings at about 14X earnings, so it’s still cheap.

David Driscoll GLOBAL UNKNOWN Yes View
PAST TOP PICK HBI-N Hanesbrands Market Call (BNN TV) 2017-05-19 $20.720

(A Top Pick Feb 9/17. Up 3%.) Pressure on retail has hurt them. In 2012, cotton prices spiked. The company had a tremendous amount of debt. Management was focused on using their cash to pay down debt. At the same time, they embarked on a strategy called “Innovate to Elevate” an innovative commoditized category to elevate margins. They did so by imprinting tags on undershirts, etc. rather than having labels. Because of that they’ve been able to charge higher prices to get better margins. At 9X earnings, this is a very, very cheap stock.

John Petrides US EQUITIES BULLISH Yes View
COMMENT HD-N Home Depot Market Call Tonight (BNN TV) 2017-05-19 $156.300

The crème de la crème in the retail space, something Amazon can’t fight. There are a lot of renovations. In housing, people are pretty much buying whatever they can because supply is not available, especially in the Midwest and California, so you get a teardown and start to renovate.

David Driscoll GLOBAL UNKNOWN Unknown View
TOP PICK HP-N Helmerich & Payne Market Call (BNN TV) 2017-05-19 $60.040

Down 25% year to date. Energy was the best performing sector in 2016, and has been the worst to start. The largest land driller in the US. They have more cash than debt on the balance sheet. In 2015, they finished a multi-year CapX upgrade cycle to all their rigs. They are going to market with the most technically advanced and updated rigs and picking up tremendous market share. At 12.5X cash flow, with the balance sheet and the dividend, this is a very good buy. 4.5% dividend yield.

John Petrides US EQUITIES BULLISH Yes View
COMMENT HSBC-N HSBC Holdings P L C Market Call Tonight (BNN TV) 2017-05-19 $43.350

Global banking end markets have had a good quarter. They did well in the UK and Hong Kong this year, which has their stock price starting to come back a little. Many of these stocks were down after BREXIT, so coming off a low is going to look really good for performance numbers. They’ve been restructuring and starting to get to a point where they are becoming less risky from a Long standpoint, and are taking on more wealth management income products. That is going to bode well for them.

David Driscoll GLOBAL UNKNOWN Unknown View
PARTIAL BUY JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-05-19 $127.000

The only problem this company has is that the pharmaceutical side is doing very well, but medical devices and consumer products are kind of treading water for the time being. Worldwide sales were $18 billion, up 1.6%. The US operations were sluggish. They have to keep selling overseas to keep priming the pump. Consumer revenues were up .8%, and organic growth declined 2.3%. Pharmaceutical sales grew 1.4%, and medical devices were up. Not his health care stock of choice, but there is nothing wrong with people investing in this. If you are buying this for the 1st time, he would just go in for a half position.

David Driscoll GLOBAL UNKNOWN No View
COMMENT KMI-N Kinder Morgan Inc. Market Call (BNN TV) 2017-05-19 $19.520

He likes this at current levels. Had a disastrous 2015 and an early 2016. They’ve been able to repair the balance sheet and work through their debt issues. Despite the price of oil, you still have to get the commodity from point A to point B. If Trump is able to pass the stimulus package infrastructure spending, it would be geared towards the pipe. We’ve seen his pro-energy reforms. This gives you a little over a 2% dividend yield.

John Petrides US EQUITIES BULLISH Unknown View
TOP PICK LFUS-Q Littelfuse Inc. Market Call Tonight (BNN TV) 2017-05-19 $158.330

A Chicago-based company that makes fuses. What came out of their earnings call recently, because their earnings are up about 15%-20%, is that when electric cars start to make their appearance, that will increase the number of fuses by roughly 35%. In the meantime, the smaller that semiconductors in smart phones get, the more fuses that have to be used, and the demand is there.

David Driscoll GLOBAL UNKNOWN Yes View
PAST TOP PICK MAT-Q Mattel Market Call (BNN TV) 2017-05-19 $22.150

(A Top Pick Feb 9/17. Down 11%.) This was a tough retail environment. Less foot traffic to the stores has hurt sales. They’ve had to pay up for shelf space. However, he is sticking with the thesis. You are still getting a big dividend is 6.7%. Stock is trading at only 12X earnings. They own very valuable franchises.

John Petrides US EQUITIES BULLISH Yes View
COMMENT MCD-N McDonalds Market Call Tonight (BNN TV) 2017-05-19 $148.150

This is up about 22% in the last 12 months, because they are trying to take advantage of technology to start to manage stores. Where they are now in bricks and mortar, they are going to get a huge amount of store growth. They are trying to maximize their ability to keep costs down. That is never the greatest idea to run a business. This is not expanding your revenues, it’s just keeping costs down.

David Driscoll GLOBAL UNKNOWN Unknown View
BUY MET-N Metlife Market Call (BNN TV) 2017-05-19 $50.480

MetLife (MET-N) or Prudential Life (PRU-N)? When you are building a diversified portfolio, within financials, if you own a bank, only 1 or 2 lifecos is just as good. He can’t really choose between these 2, and in fact would own both of them. Both are going to move in similar directions, and both will benefit from rising interest rates.

John Petrides US EQUITIES BULLISH Unknown View
DON'T BUY MMM-N 3M Co. Market Call (BNN TV) 2017-05-19 $195.800

One of the highest quality companies globally and one of the largest traded industrials on the exchange. However, the market knows this. Trading at 20X earnings, and is not cheap from a valuation standpoint. Investors are paying up for that quality. Also, he doesn’t care for the industrial space in general, because investors were bidding up too much hope and hype on the Trump infrastructure spending plan.

John Petrides US EQUITIES BULLISH Unknown View
DON'T BUY MU-Q Micron Technology Market Call (BNN TV) 2017-05-19 $27.820

The ultimate roller coaster over the past several years. He would tend to avoid this at current levels, and get on board when everyone hates it. This is a stock you trade and don’t “hold” for an investment.

John Petrides US EQUITIES BULLISH No View
PAST TOP PICK NVO-N Novo-Nordisk Market Call Tonight (BNN TV) 2017-05-19 $40.850

(A Top Pick June 7/16. Down 25.31%.) A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. Year-to-date this is up 10%, because sales to the US pretty much got chopped in half, and that is really on the pricing of insulin. They have 3 new products where they have already got FDA approval and are waiting for 2 more to come out. They are now starting to sell better into China and Japan, getting them away from the US market.

David Driscoll GLOBAL UNKNOWN Yes View
COMMENT ORAN-N Orange SA Market Call Tonight (BNN TV) 2017-05-19 $17.090

Orange (ORAN-N) or Vodafone (VOD-Q)? It had a decent quarter in Europe, but it is very competitive. The marketing and advertising going on there is very cutthroat. That is going to hurt the margins. If you want to be in the European market, because the GDP is growing there, this would be the pick. If you are a long-term investor and believe in the long-term play of India, then then you go with Vodafone.

David Driscoll GLOBAL UNKNOWN Unknown View
HOLD PM-N Philip Morris International Market Call (BNN TV) 2017-05-19 $114.740

Tobacco stocks have been tremendous performers post the crisis, not only because they are a fairly stable industry, they give a tremendous dividend and grow it. In an environment of low interest rates, people are looking for yield, and this has definitely been a safe haven. There is consolidation going on in the industry, which provides a floor for the stock.

John Petrides US EQUITIES BULLISH Unknown View
Showing 181 to 240 of 164,718 entries
<< < 2 3 4 5 6 > >>