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
  
WATCH TD-T Toronto Dominion Market Call (BNN TV) 2017-10-16 $71.020

It broke out since he was on last.  All the banks except CM-T did that.  It is a little parabolic.  It is probably a little overbought.  If you saw a pullback it should not go below $70 and would be a great buying opportunity if it did pull back.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-10-16 $71.020

He loves the banks. This is Canada’s most efficient bank. They are doing a wonderful job in the US. If you are worried about the impact of the Canadian housing market on the banks, this one would be one with less exposure. Prefers National Bank (NA-T). Expects a 7%-8% dividend increase this year.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY TFII-T TFI International Inc Market Call Tonight (BNN TV) 2017-10-16 $32.470

This is trucking. Doesn’t think it is going to have the best quarter because of the hurricanes, although it looks like business has picked up, so they should do quite well. They move a lot of goods between Canada and the US. Trucking has been weak in the 1st two quarters and it looks like things have improved a great deal. The company is significantly undervalued. The CEO is brilliant, and has a terrific plan of unlocking value. He buys shares back when prices are low.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2017-10-16 $23.060

It broke the old trend line in early 2016.  At the end of the year it started into a downtrend.  Currently it is still in it. 

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
TOP PICK VI-T Vanguard FTSE Developed All Cap ex Nrth Amer Idx ETF. Market Call (BNN TV) 2017-10-16 $28.690

It is hedged to CAD$.  It is a way to own a broad selection of stocks outside of North America.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Yes View
WATCH WFT-T West Fraser Timber Market Call (BNN TV) 2017-10-16 $74.560

It is experiencing a cup and handle, or a rounded bottom.  It is a smooth transition from a downward transition to an uptrend.  The most important part is that it was a rounded approach.  There is resistance at this point.  If it gets thought it, it looks pretty good.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
WATCH XBB-T iShares DEX Universe Bond ETF Berman's Call 2017-10-16 $30.780

The broad Canadian bond market.  The interest rate risk on the broader market is at 7 which mean if we see a 100 basis point increase in interest rates, you will lose about 7% in terms of capital.  It is not time to step in yet.  If interest rates went up 25 basis points then it would be time to move in.  Don’t extend duration until interest rates go up a little but.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS ZPR-T BMO S&P/TSX Laddered Preferred Berman's Call 2017-10-16 $11.790

Laddered preferreds.  They do well in rising interest rate environments.  Fundamentally it is not cheap here.  He got a lot a year ago.  He does not like the relative value here.  He would buy into weakness on a pull pack.  That could happen in December.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-13 $0.020

Market. Markets have become politicized where we have seen changes of government in most countries. Everyone is starting to see their populism moving into the markets. In Canada we have the impact of the proposed tax reforms, which is not being received well by a lot of people. Those kinds of dynamics are occurring across the globe. Quantitative easing has definitely helped markets across the globe move to high levels.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-13 $0.020

What US bank do you prefer? Under Obama, the banks that made sense were the regional banks, because the regulatory glare was very onerous. Under Trump, that has kind of softened, and we are under a rising interest rate environment. Some of the US money centred banks make sense. He owns the BB&T (BBT-N) on the regional side. He also owns Bank of America (BAC-N) which just announced very good results.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-13 $0.020

Market.He is concerned about high valuations. It’s hard to go against the tape which is really strong and good. He is more of a bottom-up and goes stock by stock by stock, which is just harder and harder and harder to find. We have to start worrying about being priced to perfection. If something comes down the road that isn’t quite as rosy and shiny as we would like, there could be pullbacks of 5%-10%, or even worse. If interest rates rise, we could see a substantial pullback, but there has been a reluctance to raise interest rates. There are also the things we don’t know about. For example, the Greek sovereign debt problem. Would that have been predicted to have as much effect as it did?

Matt Kacur NORTH AMERICAN UNKNOWN _N/A View
DON'T BUY ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-10-13 $16.780

A good company. Results are a little weaker than what he would like. They used to earn a 9% ROC, but is now down to 5%. It doesn’t look that cheap right now.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-10-13 $60.380

One of Canada’s best operators in retail. Convenience stores and gas stations. They are in all Canadian provinces and in 42 states. They are also in Scandinavia, Ireland, Baltic and Russia. Recently bought the Circle K company, and are converting a lot of their stores over to Circle K. Dividend yield of 0.6%. (Analysts’ price target is $72.)

Matt Kacur NORTH AMERICAN UNKNOWN No View
TOP PICK AVGO-Q Broadcom Market Call Tonight (BNN TV) 2017-10-13 $247.960

A $100 billion market cap company. Think Cloud, think big data, think automation. They have wireline products, wireless products, enterprise storage, industrial automation, etc. They’ve been making a huge rate of return. It is undervalued. Dividend yield of 1.6%. (Analysts’ price target is $290.)

Matt Kacur NORTH AMERICAN UNKNOWN No View
COMMENT BABA-N Alibaba Group Holding Market Call (BNN TV) 2017-10-13 $178.450

This is a play on the underlying social media, logistics, delivery. In terms of the Chinese economy, it has a highly dense population, and if you want to deliver products, you just can’t go to the big box stores, so you get a delivery price which comes with the Ali Baba story. The valuation is very steep, and if it were a little lower he would potentially take a position. A very binary story as far as valuations go, but he recognizes it as a quality company.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
COMMENT BTO-T B2Gold Corp. Market Call Tonight (BNN TV) 2017-10-13 $3.440

Had liked this in the past. At this point, it is probably a good idea. Back in their heyday of 2010-2011, they were earning a 17% return, which then plummeted all the way down to zero, and has now nudged its way back up to 5%. On a relative gold to gold basis, you have an improving return with a decent valuation. This is pretty good.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY BX-N Blackstone Group LP Market Call (BNN TV) 2017-10-13 $32.930

Private equity works by you having to put capital in, but after a period of time, they have to give it back. A lot of money owned by companies like this, can effectively be under risk of having to return it. If they can’t raise additional capital, their sustainability longer-term of the dividend, is somewhat in question. The 2nd issue is that you have a business that really makes all its money by buying when there is a recession and selling when there are frothy markets. At this point, we have very frothy markets. Anything that needs to be sold probably has been sold, and moving forward, the likelihood of performance improving may be modified lower. This is a kind of company you want to buy during a recession.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
DON'T BUY CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-10-13 $11.440

Has always had a low ROC, and is actually getting a little worse. Uranium prices are pretty close to their low as well. Dividend yield of 3.6%.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2017-10-13 $33.470

This did very, very well when we had the big expansion of fibre globally. Since then, they really haven’t done a whole lot. Huawei has come out of China, and has become a very painful competitor for them. Basically, Cisco just serves the US and some other markets to a lesser degree. He sees it as a challenged story, and it has to figure out where the next growth path is. The 3.5% dividend is safe, but he doesn’t see a ton of upside here.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
PAST TOP PICK CSX-Q CSX Corp Market Call (BNN TV) 2017-10-13 $52.830

(A Top Pick Jan 27/17. Up 12%.) This is a Hunter Harrison story. He is turning the company around. The unions and clients were getting unhappy, and if he works his magic as he has done in the past, we should see continued upside from here. Still a Buy.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT CVS-N CVS Health Corp Market Call (BNN TV) 2017-10-13 $72.600

In many cases this is a Trump Administration story. Drug stocks have come off significantly, along with the companies that sell drugs to the American consumer. There has been a recovery in a lot of the drug stocks, and he’s not 100% convinced that Americans want to give up Obamacare. Ultimately, this is a story of drug price inflation and the attempts of the government to rein costs in. Longer-term, it is an interesting story, but a very thin margin business. If you get a small drop in profitability, stocks tend to come back significantly. This may be a buying opportunity, but for him the margins are a little skinny and not on his radar.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
BUY CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-10-13 $72.600

This is a company that he likes, and with the stock price dropping makes it even better. There has been a lot of outside pressure in the space. However, the results are actually quite good. This is more about what people think is going to happen but hasn’t actually happened yet. The returns are very good.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-10-13 $97.380

This is a really great company. There are lots of companies with stretched valuations, and this is one of them. It looks too rich, as well as having a bit of problem with ESPN. His charts show him an improving ROC, which has been improving for about 8 years. Unfortunately, the stock has also improved for about 8 years. What if returns start to slide a little.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
TOP PICK GNRC-N Generac Market Call Tonight (BNN TV) 2017-10-13 $50.580

Manufactures generators for natural gas. The stock came down about 2 years ago and was trading at around $30-$35, and then along came some of those hurricanes. This is one of the companies that can supply power to homes. It looked undervalued regardless of that. (Analysts’ price target is $48.)

Matt Kacur NORTH AMERICAN UNKNOWN No View
PAST TOP PICK HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2017-10-13 $9.910

(A Top Pick July 24/17. Up 15%.) 64% of revenue comes from copper. There is some zinc in there as well. They are in pretty good locations as far as geopolitical risks go. He liked that they had an improving Return on Capital (ROC).

Matt Kacur NORTH AMERICAN UNKNOWN No View
TOP PICK HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2017-10-13 $49.230

Thinks it has a discount from BREXIT on it, but is very exposed to Asia, which is a real growth driver. Its key market is based in Hong Kong, which is pegged to the US$, giving US leverage on the interest rate rise. It has a China credit card business, which is new, because China is a closed credit card market. Has a very attractive dividend. It will benefit from rising interest rates as Net Interest Margin, a critical driver of buying profitability, will need to rise by 70% to reach pre- crisis levels. (Analysts’ price target is $41.22.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
TOP PICK INFY-N Infosys Technologies Ltd. Market Call (BNN TV) 2017-10-13 $14.710

An IT outsourcing company. When Mr. Trump got into power, the first thing he did was to bash all the foreigners, and a lot of the stocks, plus some of the tech stocks, were heavily reliant on this sector. Historically, it has had a very, very strong record of growing earnings something like 20% for 15 years. Very, very strong balance sheet. On Nov 1, they come into a $2 billion share buyback. Dividend yield of 2.7%. (Analysts’ price target is $15.50.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT INTC-Q Intel Market Call (BNN TV) 2017-10-13 $39.670

A company in transition. They did very, very well on the back of the desktop. As desktops became more pervasive, the stock ran up, but the world moved to a more mobile environment, and their ability to take a portion of that revenue has slowed. Great balance sheet and great story, but it is going to go through a transition into an environment where its chips aren’t as expensive. The longer-term story is of much smaller growth. He is a net seller of the semi space at this point. He would suggest Analog Devices (ADI-Q), on a market pullback.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
COMMENT IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-10-13 $26.120

He really likes this but can’t get there on valuation. A good operator and they’ve done a lot of good things. Earns a decent rate of return for a pipeline company, but is slightly higher than some of their counterparts. It is just out of the range of valuation that he would be willing to pay, around $20.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
TOP PICK KNEBV-HEL Kone Oyj Market Call (BNN TV) 2017-10-13 $0.010

A global elevator company. The dividend has risen substantially. In the last couple of years, it has been relatively dead money, but now we are starting to see an expansion of the global economy, so he expects it to start to move again. Cash reserves exceed all liabilities by a considerable margin. A good growth stock on urbanization. Countries like China and India need more elevators, and this company has the market share in both countries. Dividend yield of 3.4%. (Analysts’ price target is €44.00.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT KXS-T Kinaxis Inc Market Call (BNN TV) 2017-10-13 $71.170

This has taken a big tumble. A couple of months ago they announced the loss of a big client. This is the problem with high risk stocks. When you buy a very high valuation company that really has only one major product line, it can correct very severely because of something happening. The stock needs to be much lower before it would be attractive to him.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
COMMENT LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2017-10-13 $3.580

The overriding issue for them is that it is very much a UK centric story. In the context of a BREXIT, there is likely to be some downside on GDP growth for the UK economy, maybe 5% per year for 4 or 5 years until everything normalizes. Thereafter, there might be some growth. In the interim, you will likely see higher interest rates for banks, but you will see contracting earnings opportunities. You want to look at banks that have UK exposure, but also outside growth. He would suggest looking at HSBC Holdings (HSBC-N) or Banco Santander (SAN-N).

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
COMMENT MDT-N Medtronic Inc Market Call Tonight (BNN TV) 2017-10-13 $78.070

This has certainly had its good days. It’s been quite a good company for many years. He likes the medical technology space.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-10-13 $68.360

Thinks the company is great, and would say that it is undervalued. The fundamentals are improving.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
COMMENT NTDOY.PK-OTC Nintendo Company Ltd. Market Call (BNN TV) 2017-10-13 $0.010

Just looked at the results fairly recently in Cdn$ terms, and there is just no rhyme nor reason with what is going on. Some years it is huge profitability and other years it is big losses. He can get no fundamental comfort in terms of its performance. It has good cash reserves, so the dividend is probably safe.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
PAST TOP PICK NVO-N Novo-Nordisk Market Call (BNN TV) 2017-10-13 $47.530

(A Top Pick Jan 27/17. Up 37%.) It helps diabetes and is the #1 diabetes company globally. They’ve added an $800 million buyback, which will be completed by the end of October. They’ve also had a number of interesting announcements on the pipeline side. Good strong balance sheet.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
PAST TOP PICK OCLR-Q Oclaro Market Call Tonight (BNN TV) 2017-10-13 $8.430

(A Top Pick July 24/17. Down 17%.) A bandwidth networking equipment maker. It’s all about big data, bandwidth and the Cloud where they are helping with bandwidth to build out technology centres. Recently their ROC popped up to 1%. The recent downturn was related to one of their competitors which got really hit by association with another company. Both price drops were overdone as they are both good companies.

Matt Kacur NORTH AMERICAN UNKNOWN No View
BUY on WEAKNESS ORCL-N Oracle Market Call (BNN TV) 2017-10-13 $48.610

A big software tech company, but hasn’t grown organically. Basically, it grows by acquisition. His question is, who are they going to buy next. It is getting to the point where it has been a great rewarder for shareholders, but it needs to continue to acquire. Valuations are very rich. Pick this up when there is a little more downside on it.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
DON'T BUY PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2017-10-13 $1.290

He is a little hesitant to get into any of the energy companies. Thought the ROC should have turned by now. Price has gone up a little and they’ve gotten leaner, and yet results are still showing a low to even negative return on Return on Capital. To make matters worse, they have a high debt.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
WAIT QCOM-Q Qualcomm Market Call (BNN TV) 2017-10-13 $52.820

The big issue is the litigation story. He believes they are going to court with Apple (AAPL-Q). This involves 6 patents and one company on one side with a huge balance sheet ready to go to war, trying to cut the profitability on a company that they believe have anti-business practices. This is one you just want to stand on the side and wait to see what happens.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
SPECULATIVE BUY SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-10-13 $117.760

By any stretch of the imagination, this is still a speculative stock. They’ve invested about $900 million, but valuation is $9 billion. Yet they haven’t earned any money and are still negative EBITDA. A game changer with a really great technology and can be widely used by many businesses. Has a good overall business model.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2017-10-13 $42.120

A good, high quality company. You get a little bit of dividend while you wait. It is certainly not in the best of times at the moment. However, it looks like it is coming out of a bottom on its fundamentals. He sees ROC declining for about 5-6 years, but in the last couple of quarters it has started to rebound from -1% to +1%, which is a great sign. It’s not that expensive.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
HOLD SYK-N Stryker Corp. Market Call Tonight (BNN TV) 2017-10-13 $146.690

Great company. They are improving their return on capital. Have done everything you could possibly want them to do as a company. However, there is a runaway stock price. If you own it, Hold and look for a better exit.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY TCEHY-5 Tencent Holdings Ltd Market Call (BNN TV) 2017-10-13 $0.000

A great story, and he wishes he were there 5 years ago. However, this is a story that is very expensive, and with everything that is binary in terms of high valuation and high growth, at some point when it comes back, it is going to come back very hard. Very high risk.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
DON'T BUY TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-10-13 $14.980

Had a really tough go. They’ve been good operators but made some acquisitions where some of the products got price squeezes. Also Mylan (MYL-Q) recently put out a drug for multiple sclerosis which got approved. It is a generic version of Teva’s non-generic version. There’s too much risk.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
COMMENT UNP-N Union Pacific Corp Market Call Tonight (BNN TV) 2017-10-13 $112.280

Has generally liked rails until about a year ago, and this would have been his favourite. ROC is turning over. The stock has done quite well recently, but the fundamentals are slightly worse. Valuation is very reasonable. If it had a bit of a pullback, you could take a more serious look.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK V-N Visa Inc. Market Call (BNN TV) 2017-10-13 $108.660

(A Top Pick Jan 27/17. Up 30%.) The acquisition of Visa Europe is starting to pay dividends. The average purchase price is increasing. Ultimately this is a structural growth story and thinks it will continue. Still a Buy.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
PAST TOP PICK V-N Visa Inc. Market Call Tonight (BNN TV) 2017-10-13 $108.660

(A Top Pick July 24/17. Up 8%.) It is hard to go wrong with this company. He can’t think of anybody better to take advantage of online electronic payments. A phenomenal company.

Matt Kacur NORTH AMERICAN UNKNOWN Yes View
BUY on WEAKNESS VOD-Q Vodafone Group PLC Market Call (BNN TV) 2017-10-13 $29.120

All European telcos are basically having the same thing that is happening with US telcos. We are in an environment where people are starting to chase growth and we are at the top of the cycle. Companies that produce safe and steady dividends are no longer sexy. However, the problem between Europe and the US is a very different story, and sector rotation doesn’t really apply. Europeans are now starting to grow revenue as well as earnings. They have top line growth which we don’t have in North America. There is also expansion and acquisitions going on. The largest market for this company is Germany. The dividend is safe. If we see more BREXIT noise occurring, buy this on a dip.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
BUY WBA-Q Walgreen Boots Alliance Market Call Tonight (BNN TV) 2017-10-13 $67.560

There has been a lot of outside pressure in the space. It is more about what people think is going to happen but hasn’t actually happened yet. It looks quite cheap.

Matt Kacur NORTH AMERICAN UNKNOWN Unknown View
COMMENT WEED-T Canopy Growth Corp. Market Call (BNN TV) 2017-10-13 $12.870

He just doesn’t see the hype around marijuana stocks. Students have been growing this for generations, you can grow it in your backyard, etc. Opportunities are really in the supplies, such as a lighting and hydroponic companies, etc. The companies are probably going to be bought by tobacco companies, so he would suggest buying a tobacco company and collecting the dividends while you wait.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-12 $0.020

Market.  We have seen the economy doing well and some of the stock markets breaking out.  He looks for relative strength in both technical and economic indicators.  The economic indicators were good all year but the market started to lose strength.  He is more or less fully invested right now.  It is stock specific in small caps.  The index is now starting to show strength compared to larger caps.  We are probably at the start of a period where small caps will outperform.

Bruce Campbell (2) CANADIAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-10-12 $0.020

How accurate are fundamentals on a consumer trading platform?  It is not something he uses.  He suspects the data is pulled from a bigger source.  The data should be fairly accurate, but you could always do your back checks.  If you see an earning number, you could always pull it down from the company to verify.

Bruce Campbell (2) CANADIAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-10-12 $0.020

Market.Investor sentiment has turned very positive, driven by the fact of increasing breadth in the global economic expansion, and expectations of sustained corporate earnings growth. We have a Goldilocks backdrop of improving global economic growth and modest inflation, which should allow all central banks to increase interest rates on a more gradual pace, rather than too quickly. Technically, we are overbought at this level, when you look at the RSI. A pause may be in order or some sort of consolidation. Volatility can flare up a little, whether it be from further fighting between the US and North Korea, or geopolitical strife in Washington. Given that we are moving into a very, very strong part of the season and seeing optimism surrounding potential tax reform, buying on dips and taking advantage of any consolidation makes a lot of sense. You want to be in the cyclicals. Financials are close to 30%, technology around 20%, and 22% for consumer discretionary. Those are the plays that will tend to move better in an economically sensitive environment. Has no exposure to utilities, real estate or telecom, although does have a little in consumer staples. He favours the high-quality companies. With interest rates moving higher, you want companies that are a little bit less leveraged. You don’t want to be at 30% cash in this environment. He likes both the international and EM markets, whether it be Europe, Asia or EM.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
BUY AC-T Air Canada Market Call (BNN TV) 2017-10-12 $27.760

It just continues to exceed expectations here.  It looks like the airlines globally are continuing to accelerate their revenue.  They figured out a few years ago how to charge for bags and make a tonne of money out of that.  They took some capacity out of the service and planes are fuller.  They are benefiting from the growing economy and they service global destinations.  He would not expect the same rate of increase as in the past year.  When airlines top out they will have a big pullback. 

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
SPECULATIVE BUY ACB-T Aurora Cannabis Market Call (BNN TV) 2017-10-12 $2.950

He is excited about the cannabis industry worldwide.  They have been bringing on patients faster than anyone else.  It will be one of the largest cannabis greenhouses in the world.  He wants to see them execute on everything they said they would, going from a small facility to a large one.  See his top picks today.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
WATCH AD-T Alaris Royalty Market Call (BNN TV) 2017-10-12 $20.750

There have been a lot of moving parts on this one.  They have had a long track record of doing this.  They did fairly well as a private company.  They have a diversified portfolio but some partners have run into financial difficulties.  Their due diligence is being questioned.  It has been staying in a trading range.  He thinks you will see resolution of a couple of outstanding issues plus they will add a couple of new partners in the near term.  Longer term it is a business with a nice dividend.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
PAST TOP PICK AXP-N American Express Market Call Tonight (BNN TV) 2017-10-12 $91.610

(A Top Pick Aug 26/16. Up 44%.) Still likes this. It just hit new highs yesterday. Trading at about 15X forward earnings with a 10% growth rate, giving it a 1.5X PEG ratio. 1.5% dividend yield will grow at about 10% a year. They are aiming to lower their profits and rates to entice more merchants to accept its cards, by 2019. Thinks it will continue to do very well, particularly with interest rates moving higher and a possible tax reform.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-10-12 $180.530

World’s largest online mobile commerce company, measured by gross merchandise value. Given that they operate in China, is a big factor why he likes this. China has 560 million Internet users, spending 20 hours a week online, by far the largest internet market globally, double the size of the US market. They are well positioned to boost revenues related to particular content, entertainment and Cloud computing, which is about 5%-6% of their revenues. Cheaper than Amazon (AMZN-Q), trading at 31X earnings on a forward basis. Has a long-term growth rate of 25%, which is not an expensive measure when looking at a company like this. (Analysts’ price target is $200.)

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
WATCH BEW-X Bewhere Holdings Inc Market Call (BNN TV) 2017-10-12 $0.390

They started with Bluetooth asset trackers and are moving into cellular asset trackers.  It has been constrained in the past by battery power.  They came up with lower power chips for both.  It is about fleet tracking as well as tool tracking.  They are working in Japan, Canada, and seeking certification with two US networks.  The networks want this desperately so they can get a whole new customer base.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
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