50 Stock Experts from BNN Market Call to Follow on Twitter

Market Outlook. He has been waiting for the correction that happened last week. Trade wars, ballooning deficits, telegraphed interest rate increases, all predicted that this would happen. He thinks the US tax cuts kept the market up this long as these cuts flowed through to earnings. He would not be sounding the all clear yet.…

Big news today was the impeachment announcement. The markets used to trade on earnings and seasonality... Nike reported after hours and beat in a big way, confounding China trade fears. The US Fed's 25-point cut was measured and smart. Germany just reported disastrous PMI numbers, and today America released weak consumer confidence numbers, so there…

Market. He forecasts an inventory build on oil and then due to Saudi attacks, a risk premium comes in. He thinks we will break $50 in the next month or so. Tax loss selling should be very severe this year. Investors should look to be buyers on tax loss selling this year.

Market. There are weak economic numbers in Germany. You had BREXIT, Chinese trade, general slowing of world exports, rising interest rates and an inverted yield curves, and now we are seeing more and more of that showing up in real economic data. With Germany being so export driven you are seeing the lowest numbers in…

Market Outlook If you look at how the markets have been running this year, technology, consumer and some industrials have been leading things. If you think the market is a long term run you look for these sectors to continue to run well. News is making the market jittery and investor sentiment has been muted.…

August bruising, calmer in September? Yes, tough in August. Now 1% away from hitting all-time highs on the S&P. Under the surface, rotation away from growth into value. Not sure if it will hold or not. He's in the camp of since interest rates are low, growth is the place to be over value.

Arguably are looking at needing another correction. Revenues compared to last year are relatively flat. We are seeing a clear slow down in growth. So probabilities of correction seem to be increasing. Global growth is slow. We don't have China growing the way it used to. China was a driver to the global economy.

He's not overly concerned with the current sell-off. Sit back and relax a bit. Markets have been sideways for 18 months, actually. It's still a bull market. Underneath this mess, we've had three mini-recessions in the past decade. Unemployment remains at all-time lines and productivity is still good. Investors are scared, not putting money to…

Market Outlook The attack on Saudi oil facilities has to be good for Canada as security of supply will become paramount. The oil sands are safe and reliable and available for a long time to come. We are at a very high level of valuations for the market in general. His fair market value analysis…

He's still finding companies with a competitive moat. The TSX broke out a little and the S&P flirted with 3,000. The markets are opening higher, then come down--interesting. Not boring at all. We're in a Twilight Zone where bad news (negative data) leads to good news (the Fed will cut rates). So, poor PMI numbers…

He's bullish, though there remains seasonal risk to mid-October. His own Bear-o-Meter indicates that risk is actually declining in the markets which are looking for an entry point as soon as a few days, perhaps a few weeks. But these are trades, not long-term investments, that would last only a few months. The US-China trade…

Market Outlook An extremely volatile month with an average 1% intraday move during the month. Sentiment Trader reported the average is only 10 occurrences a month for this type of volatility. The Trade War is not likely to be settled soon and it is exacerbated by comments from the US President, he feels. Market sentiment…

Market. We are in uncharted territory and no one knows where it is going. The 5 most dangers words are 'this time it is different'. Investors are starting to get used to zero interest rates. The global economy has peaked and is slowing. Everything is based on valuation. There will be a recession sometime but…

Markets. Ignore the tweet noise. Earnings are fabulous, slowdown in manufacturing, crazy negative interest rates globally except for Canada.

Market Outlook He does not understand why people are surprised that the slow in global trade is hurting the market. Global trade relative to GDP has been slowing for 5-6 years, outside of a recession -- the first time in at least 50-60 years. De-globalization is an entrenched situation now. The US does the least…

Market Outlook TOU-T is planning to spin off some of their infrastructure into a royalty like offering, while retaining 80% of the value. Prior to this the stock was trading at all time lows and the market was giving zero value to the infrastructure they held. The company was trading at 3 times cash flow.…

Market Outlook All of Europe, Germany in particular, is looking soggy as exports dry up. US manufacturing is also slowing. We not facing recession just yet, however. Employment figures are showing a big division between service and manufacturing jobs -- service jobs outnumbering manufacturing by 10:1. The service sector is still growing, but wage growth…

Central banks being accommodative. G20, US-China meeting, and OPEC coming up. We'll see what happens. Probably not much. Market seems to feel that any news is good news, and it's just waiting to march higher.

Market. The US market is the best alternative for investment until interest rates rise. Investors are concerned about a bear market or a crash. Although we are seeing some of the highest valuations in a long time, where are investors going to put their money? US fundamentals are still very good. She sees 10.5 earnings…

Market Outlook The market is a little scary up here. If a new client came today with cash, he would suggest only getting into partial positions and buy on weakness. Although there is some room for the market to go higher into the spring, he would be concerned after the US Presidential election. Then you…

There isn't going to be a quick and easy resolution to the trade war, and some of it was already priced in. With another layer of tariffs, there is more uncertainty. This leads to more volatility, and that's why major indexes are down today.

Marijuana. Doesn’t believe any of the current players will ever make money in the marijuana business. In Canada, we have to heat greenhouses in the winter and cool them in the summer, when compared to someone in a more temperate climate, who doesn’t have any of those costs. In Ontario, they are going to be…

Market Outlook He has an investment clock that suggests it is a good time to invest in gold equities. Now that gold producers have cut debt, dividends and costs we should now start to see a recapitalization of the junior mining sector as gold prices have edged back to $1500 per ounce. Smaller transactions are…

Thoughts heading into October? Past history says volatile, but historically positive. Summer volatility tends to come to an end. Tend to find the bottoms. Load up on the most cyclical assets, as the next 6 months of the year tend to be the best for stocks. Look for signs of weakness to begin accumulating in…

Market. This year has been a very strange year. Typically when you have a year when stock markets are up, investors chase those returns. Investors have raced into bonds of all stripes. Memories of more mature investors move back to 2008 with a kind of investor PTSD. The outlook is one of stabilizing growth –…

Market. He thinks we have a new head wind this year – the threat of inflation and risk of higher interest rates. Consumers’ biggest asset is their home and real estate, so this is causing some concern. The good news is that valuations are nowhere near those of the late 1990s before the tech bubble…

Market. Tech stocks are showing some weakness, and it is probably a decent opportunity to buy some. Some would say it is a crowded trade, but the reality is that we have a very slow growth world. The US just came out with their economic growth, and the 2nd quarter was 2.6%, well away from…

Markets. He is not worried about Trump not being able to get things through. The rally through since the election was based on Trump’s election. There is an issue with him not being able to get three major pillars of his campaigned through, but it has only been 120 days. We will not expect to…

Energy. OPEC is following through on its cuts for a 6-month period, but that has always been a murky issue. He thinks they are really going to try to do it this time. Looking at the world supply/demand balance, we are getting fairly close to being in balance right now. We have had growth in…

Markets. People are taking a second look at the Trump administration and wondering how long will it take to put through some of his measures. The market rally is not entirely about the new administration. What we have seen is optimism over the underlying economy and then how much more positive it will be under…

His Canadian large caps are doing well except Rogers, but the small caps are getting whipped around--which means opportunities to add to industrials and consumer discretionaries. Just in: Aritzia reported a serious earnings beat with same-store sales growth. JNJ has been battered by lawsuits, but he's been picking away at it to build a long-term…

Market. Since the Trump election, there has been a lot of optimism about policy change happening, both in a tax and a regulatory front. We are now at a digestion stage. There is a lot of Senate confirmations on his cabinet in the next few days. This is followed by his inauguration, and analysts are…

Markets. It is concerning that Trump may not be able to do what he has promised and yet markets have rallied. Tax cuts could be positive on the earnings side, but he is worried about how they would be funded. Are there enough shovel ready projects out there? Reforms around health care are causing a…

Markets. You have to focus on growth. One of the big industries is infrastructure. Industrials also had a big surge. A lot has to do with military and the build out of America. The financial sector is pushing back on excessive regulation. The 10 year government bond has increase dramatically in the last 10 days.…

Markets. Real assets such as Agriculture, Real Estate, Collectibles, Commodities, and infrastructure are at their cheapest relative to financial assets since the late 1920s. When you look at some of the metrics on some of these you see monetary policy. They prop up financial assets. Emerging market real estate is really quite cheap. Depending upon…

US Market. Feels the market is heading towards a peak, even if you think in terms of cycles. Our last downturn was in 2008-2009. Before that it was 2000 into 2002. Before that it was 1993. The current market has risen for the most unbelievably absurd reason of all, i.e., nobody can get yield safely,…

Markets. The TSX has had a big run, which was powered by the 3 big ones, financial, energy and materials. We have just had a correction and he wouldn’t worry about it. It is a normal, healthy correction. The long-term chart showed a low in 2008/2009, a low in 2012 and another one this year.…

Gold finally broke out, above $1,350, reflecting market uncertainty that he'd been expecting for a long time. The bigger picture are the dislocations in currencies; we're facing a paradigm shift, specifically a currency reserve shift and that is tied to high levels of debt. Remember that this debt is mostly priced in American currency....Labour is…

Markets. The back drop for stocks is not that bad. We had a volatile start to the year that we had to deal with. He reminds us it was like this last year. Financials almost everywhere in the world look good and are the biggest weightings in his funds. Commodities, especially base metals will remain…

Markets. We are in a bull market, but it is resting. In the market we go from a depression period to a euphoria period. During March 2009 we were feeling a depression period , but feels we haven't hit the euphoria period yet. You need to have a plan as to how the market is…

Producers are already saying they are going to cut back their production. Capitalism usually finds a way to make it work, but would like to see if happen faster. We need to get a better price. Royalties and government revenues are going to be significantly down. This is not just an Alberta problem, but a…

Economy. There is inflation in a number of different places that is causing trouble for the consumer to spend on discretionary items. Because of this, there is a fairly lacklustre performance on the discretionary side of things. Inflation is coming mainly from commodities such as food, metals, rents, etc, places where people have to spend.…

Markets. Resources continue to underperform. This is a reflection of the general economy. Low interest rates should filter down to the resources and have a beneficial effect. Europe is coming back from a two year slow down. Was positive one quarter ago. It will bounce around here for a bit, but lowering of interest rates…

Markets: Perception is that markets are weak and so we continue to see weak volumes until people think that economic recovery is sustainable. Correction? Don't fight the fed. Just about every central bank is doing quantitative easing: Japan yesterday, plus UK. The other problem is the fiscal cliff that is expected in January, but he…

Markets. The whole commodity TSX Venture has been extremely oversold. Juniors, in some cases, have lost up to 80% of their value as they approach zero cash position and there is some question about access to capital going forward. There are a lot of incredible deals out there right now but the market doesn't differentiate…

Hedge fund are relevant to a retail environment in terms of diversification. Alternative strategies and hedge funds add diversification, which is harder with the globalization in the markets. Hedge funds are very much misunderstood. 99% of guys running these funds are doing a fantastic job. You get returns that are not as relevant to the…

Market. Volatile market and it's all about Europe. Whether it's geopolitical risk in the middle east, the sovereign debt traces in Europe or the US economy. Expect it will be a turbulent several months.

People can short the index to hedge against their long investments. Concerns now will be noise a little way out. Good fundamental companies will do well in 2011 whereas the indexes may not. Options are a way to get leverage in a portfolio. Premiums associated with options plays are getting rich. In uranium there is…

Growing aggressively in emerging markets. Very cheap. Has chronically under performed and trading at its lowest valuations. Will benefit if interest rates rise, as he expects them to. Will be a very stable, low growth company.

A little weary of where we are. Globally we are at our near term highs. Except in Canada where gold might go a little higher. You need to pare back those ears of the portfolio that have grown out of proportion. The economy really needs support in the US. He has been taking some profits.

Timing the Market. Market averages is the net effect of all the money in the market. When it starts acting differently, going down, you are able to get out of the market. On April 16 the market changed its behaviour giving a series of losses on higher volume and giving lower lows and lower highs.

A proxy for gold bullion. Prefers GoldCorp (G-T) because of their production growth and low cash costs and are expected to increase production by about 50% by 2013.

Institutions are paying a premium for companies they believe can have production growth. This company acquired very interesting projects in Australia at a very low price. Now a significant producer. Bumped up estimates from 100,000 ounces of production to 120,000 with a potential target of 500,000.. Long-term prospects look extremely good.

ETF that invests across Canadian preferred shares. Preferreds are attractive because of the tax efficiency of the dividend. Last year, spreads widened considerably so there was a big dip earlier this year but have now come back very nicely. Long-term, preferreds are fantastic for dividends but will not give you huge returns. Doesn't expect they…

This is a play on safety. Nice yield of over 10%. More into oil/gas distribution so you can consider it as more of a utility. Acquired Cutbank Complex, which is somewhat accretive.

People should always own some amount of gold, anywhere between 2% and 5%.

Good news is that they have taken the risk of bankruptcy almost away by doing a big conversion of preferred stocks into common stocks so the balance sheet is in much better shape. However a lot of the easy money has already been made.

Lafarge North America 10.93% Bond due July 15, 2016. Manufactures cement so a good play on infrastructure.

Governments will be spending a lot of money on infrastructure. Single biggest problem with global infrastructure is electrical grids. Most technology used in substations and across transmission and distribution, dates from the 1940's. This company makes high-end networking gear. They have 60% market share.

Are you thinking 'between the lines' about the current U.S. Financial Industry Turmoil? I made the following points (among others) in posts I made to StockResearchPortalBlog.com last Saturday morning (before the Lehman Brothers demise) and yesterday morning. I am repeating them in this e-mail for your consideration. 1. Each day (and virtually each hour) new…

Have such a fantastic core business that anything acquired is dilutive. The core Windows and Office Franchise continues to generate well over $1 billion in free cash flow every month. Have over $30 billion on the cash sheet waiting to be deployed. Trades at it free cash flow yield of close to 8%.

Into oil/gas production that takes longer to get going, but lasts a lot longer. Feels investors are underestimating the value of the long-term stream of income. Also, it is breaking itself up into an oil company and a gas company and these types of spin-offs tend to pay off.

Top Short Has not seen anything to prove to him that they have any sort of proprietary technology and yet there is so much built into the stock. Had declining revenues and operating losses for several years. No clear technology advantage over anyone. Doesn't think they can deliver on any of their contracts.

Different business model. Refer to themselves as a company that doesn't want to go into production. Recently spun off some Nevada properties that is very good for shareholders. Have some great projects.

Companies like this, United Parcel (UPS-N) and DHL continue to control a larger and larger portion of goods around the world. This one has a huge global imprint. A good way to play the retail market. 15 X earnings. Big cash flow generator.

This is a play on the bullion. As the markets have been breaking out into new highs, gold has been doing so also. Technically it looks like it is going to have an ascending triangle break out. Looking for gold to challenge its previous highs of $720.

Still within his valuation.

Only like TD #1 and RY #2 at this time.

67% oil. 10% yield with a 71% payout. A combination of oil production and gas refining.

Every time they sell and ipod, they get $1 for ipod and $3 for accessories. Has a new driver that allows Mac’s to run on Windows. Not a big believer in it. It might encourage some non-Apple users to try it. He has been taking profits.

Great dividend yield. Stock has not moved consistently with the commodity price.

He is focused on technology and the consumer side of technology. Likes security software such as Symantec and Verisign.

One of the world's best drug companies and as cheap as it's been in the long, long time.

Benefiting from trucking capacity being somewhat limited.

A classic market penetration in unserved regional markets.

A yield play. 5.1% gives you 10% return.

Variety store instant ticket business is the least affected by the economy. The #2 player in the lottery business. The #1 company, Gtech, is having a lot of problems. Should give this company tremendous market share gain. Should double their earnings

Buy, stick away and don't look at it for quite awhile. Costs are low on R & D because they tend to buy compounds that have already been researched. Not cheap.

Incredibly good management. Expects them to do $.10/$.12 in earnings this year.

Access to capital should remain very healthy. Expected to grow 13/14% at a 13/14 X multiple.