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.…

Market. The market is a little bit frothy right now so you expect a little bit of a pause. Then the Corona virus is taking a bit back. We are responding to the FED and the Corona virus. If the economy falters a little bit, the FED will come into the market and try to…

Market Outlook He thinks Q1 will only see a small global crude oil inventory build if OPEC cuts back 500,000 barrels per day (bpd) of production as promised. If current demand trends continue, this will lead to four of five consecutive quarters of global inventory draws beginning late in 2020. Current low prices are insufficient…

Market. He is attending two conferences in Florida this week. (a) The FX conference and (b) one with keynote speakers by Fed economists. Corona Virus: It is temporary for sure, but this is going to be a lot bigger than SARS was by a long shot. It won't have a long lasting impact. But it…

A lot of folks missed this current rally. But how can this rally happen during the trade war last year and the current coronavirus? He answers, markets are the result of a thousand moving parts, and this market has huge shock absorbers. Since 1950, bull market corrections of over 12%, on average, the market rallied…

Markets in the wake of coronavirus. Something else to worry about. In past epidemics, once the WHO declares an emergency, the market moves up. Not sure if that will happen again, but historically it's happened almost every single time.

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.

Out of nowhere came the coronavirus which hit the energy stocks of the TSX (and the U.S.). A rebound had to come. Surprisingly, investors are brushing off this scare, though he hopes the virus doesn't spread. Canada will do very well with this rebound, because China is a big user of our products. The TSX…

Market. Fang Stocks. At least a couple of them are overvalued. He thinks history will repeat itself from the Nifty-Fifty days. He presumes they will take a hit. He is concerned about the level they have reached. AAPL-Q is only about 40-50% overvalued, but AMZN-Q is unbelievable. The question is what are their earnings.

Market. He has been looking for a potential recession for a year. He de-risked his portfolios a year ago. The inevitable correction will be that much stronger. He has some growth bets and will not ever, not have positions in the kinds of companies he looks for. He also likes long dated US treasuries. Nobody…

Where do we go from here? He's a technical guy, so the trend is his friend. Can't argue with this trend. A bit overbought right now, so we could see a minor pullback in the next few weeks, which he'll treat as a buying opportunity.

Market Outlook The Bank of Canada has left some room for further interest rate increases, despite keeping rates flat today. Western resources are hurting and they will have to deal with that eventually. If the US cuts rates, Canada will have higher rates than the US -- helping the Canadian dollar. This will hurt some…

Market. GDP numbers were not surprising. Corona is certainly a negative but from SARS we would think it will be passing in 6 months. But all of this is impacting oil prices and oil companies are suffering. The world has done a spectacular job of reacting quickly on this Corona issue and there could be…

A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)

Investors feel that the virus is under control. Also,the price of oil is falling because the market expects the (Chinese) economy to soften because of the virus. He doesn't expect a recession, because historically before every recession the price of gas doubles. YOY the price of oil is flat. The virus will impact Q1 growth…

Market Outlook They were the number 1 Energy Fund in the world according to Morningstar last year. Energy stocks are down 15% this month on the coronavirus fear. Supply of oil is falling faster than loss in demand due to China's reduced consumption, he believes. The second half of the year will begin a multi-year…

The Iowa caucus (happened the night before) will probably benefit Pete and Bernie, but down the road he expects Bloomberg to prevail in the Democratic nomination. If Biden were 15 years younger, he would be a favourite. Nobody hates him, but he's pretty old. Bloomberg is old too, but as a rich New Yorker he…

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 He thinks everyone is of the belief the market will not be another 20% gain next year. Only twice since WWII, when the market had a gain of 20% in a year has the following year been down. In fact, it has averaged a 9% gain. He would be happy with a 4-5%…

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…

The market was overbought coming into December, so it's natural to give some back this week so far. We're still in a consolidation phase, which is normal in early December during tax-loss selling. Technology and financials' gains will offset losses in, says, energy. This selling continues until the Santa Claus rally in mid-December. This year…

Monetary policy-makers have been responding to crises over the years (i.e. trade wars). Economic growth should stabilize in the second half of 2020. Don't be skittish about the current sell-off and virus outbreak. Keeping looking long-term and buy the dip. This is the first pandemic during social media (not even SARS); history tells us these…

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…

High-growth Tesla hit a $100 billion market cap today. Tesla laid the groundwork, such as developing powerful batteries, for its success....It's been a remarkable year for stocks this year so far, continuing the trend of last year with low interest rates despite sub-par growth. Pensions and others have little choice but to invest in stocks,…

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.…

He likes silver more than gold. He has owned it for a while and it's been a laggard. He's buying more as the others have grown. They are currently finishing up building a mine. It will probably be one of the most profitable. He likes the project and the project is maturing. (Analysts’ price target…

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…

Market Outlook He thinks the impact of Caronavirus is bigger than what some may be thinking, based on the numbers of those infected keep rising. He thinks the Fed Reserve will continue to provide stimulus and expects we may see the Chinese government follow suit as well. They have been keeping cash on the sidelines…

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.