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.…

It's May. Time to go away? Market's still moving up. Part of the strategy is to move into defensive sectors. In March, the utility sector gained over 10% and consumer staples outperformed as well. That shows that investors are concerned. Lots of rotation going on. Over the next 6 months we probably won't see the…

He's a long-term bull, but needs to see a COVID vaccine and a lower U.S. death count. He expects a slowdown after July 31 when PPP ends in the States, followed by weak demand there. During the pandemic sell-off, he recommended buying across the board. Since then, it's been overdone on the upside. He expects…

Educational Segment. Jeremy Grantham, renowned value investor, put out a report arguing value should come back. The percentage of US companies trading at 10x revenues is not quite as high as the peak in 2000, but it is still extraordinarily high today. On real basis after inflation, the expensive stocks trading at 10x sales did…

Markets. Reflationary environment since last October/November. There will be fits and starts, but we'll work our way through. Financials, industrials, and basic materials are still underowned, especially in the US. Ultimately, good opportunities there. The tech-driven spaces are very expensive and seen as a source of cash for people to redeploy as we go through…

Markets. Up seven consecutive months. September is historically a seasonally down month. Delta and other variants, looming Fed tapering. Not surprising to see a bit of a pullback. S&P is already down 1.5% this month, and hard to tell if it'll go down 3-5%. His cash levels are higher, above 10%, to take advantage of…

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.

Market Outlook He thinks there are two classes of stock out there -- the strong and the weak. He is confounded about how this market continues to rally back. Those strong companies continue to thrive, the weak are struggling. Companies are re-tooling and this may make some companies stronger. Although there may be fewer companies…

He targets the S&P at slightly above 5,100, the highest target on the street. He is optimistic about markets. That target is based on 4.5x adjusted book value, the peak valuation of the market in 2000, hitting that peak three times until the market declined. Meanwhile, extremely valued companies began tumbling, but the wider bear…

He prefers asset-light companies. We're seeing inflationary pressures, perhaps long-term or short. Real estate and commodity companies don't perform as well as asset-light during inflationary times. Both kinds of companies can raise prices, but the asset-lights have much lower input costs, so that's the advantage. Example: Google is lighter than Amazon, because the latter has…

A bit of a contrarian play. It has a little bit of pattern. Oil has been moving between high $40 to $60 range. In late 2018, it hit the level where it's at now, and then recovered. Buy around $12, it will probably recover to $14. Its seasonality is February to April.

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…

Increasing number of stocks assume growth trajectories that defy logic. Some of the large cap tech stocks are in this camp. Huge difference between a great company and the price it's trading at. For example, look at Shopify. Amazing Canadian success story, brilliant management, fantastic execution. One has to assume a spectacular growth rate for…

Market. The TSX has been hitting record highs over the summer. The delta variant is weighing on the markets. We don’t go from lock-down to re-opening and it is all over. Markets and earnings will tend to go higher. Inflation is now off the table and we are now on to the delta variant. Markets…

Market outlook. Important to be optimistic about the economy. We are out of the shortest recession ever. Economic cycles tend to run for several years. It makes sense to be involved primarily in cyclical businesses. What makes sense last year and now is not the same. They are shifting towards higher quality companies. Want to…

The largest holding in his fund. Trading at 2.1x enterprise to cashflow. 31% free cashflow. Have pivoted to the 2 hottest plays in Canada. Clearwater exposure should give them 4.5x multiple. The balance sheet is incredible and board and management are aligned for return of capital. Could initiate a 5% dividend and 10% share buy…

Market outlook. The market is at record highs but not every stock is at record highs. Also, earnings are at record highs. You must screen and look for value. Canadian banking industry is doing well and thinks it is not yet over priced. Dividends will also be going up.

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…

Still pockets of value? Not in large cap technology. But in a lot of the cyclicals, financials, and energy. In the runup to the election, there's a bit of a rotation away from the super high flyers. We're coming up to Canadian bank earnings in a couple of weeks. Decent chance they'll be better than…

A play on the consumer getting back out. A trend that tailored fit has been popular. This has now changed to more wide legged jeans. Likes the space and company, as well as the growth factors. It is moving sideways and there will be more traction coming up. (Analysts’ price target is $35.27)

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…

Markets. [Brian Cook and Joe Mazumdar guests] They are seeing a lot more money coming into the mining sector but it is very selective. The juniors need a higher gold price. Less people are interested in the juniors right now. They are now seeing solid projects that are oversubscribed. ABX-T is promoting their working with…

A phenomenal day with the oil crash on top of the coronavirus. Everything got washed out. The TSX plunged over 10%. Phenomenal. Usually in pullbacks, the TSX outperforms Wall Street because of the yields in Canadian stocks, but not today. The consensus trade of going long oil and short treasuries got wiped out today. The…

Government support is a lasting legacy from the pandemic. We're moving from a period of low growth, low inflation after 2008 to an economic, cyclical reset. With the first, monetary stimulus bore the brunt of supporting the recovery. This time around, the lever of fiscal stimulus was swiftly engaged. He looks at the macro picture,…

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. Oil is now below $50, but there is a chance for it to get back up to $55. The world is fairly well balanced in supply/demand. OPEC seems to be sticking to their cuts and Russia has joined in. The big fear is that the US supply has been growing. Through new technology, the…

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…

New twists to the markets. When you throw liquidity at the market, interesting aspects emerge. Enticing to follow, but a lot of this is just noise. The types of names he looks at are not too impacted.

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 and inflation. Gold is manipulated. It's about the fiscal deficit we're in. The longer it takes to get out of this mess, the higher the price will correct. Buy right and sit tight. He owns many gold and silver producers that have massive leverage to the price, which will have to go higher. Copper…

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…

Markets: Bonds give you negative real returns. Traditional stocks will be quite volatile for some time to come.

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.

Salida Multi-strategy Hedge Fund. Good company. Have been doing this a long time. Highly respected. Fantastic track record averaging about 30% annually in the last 10 years, including 2008. “Multi-strategy” means they do many types of strategies, usually in the equity space. They’ll do Arbitrage and high yield bonds but mostly small cap equities. Highly…

Small coal play. In pre-feasibility with feasibility study due in the next few weeks. Partnered with Xstrata (Cape Breton met coal property). Beneficial because of location where shipping costs will be cheaper. Also have a moly and copper play in Africa that is attractive Lots of cash and supported by NAV.

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.

India has announced about a month and a half ago they would pick up on the IMF gold sale. He is bullish on Gold long term, but there will be a lot of volatility. If China changes their building codes, it will impact lumber sector. It could be 50% of the Canadian lumber industry, but…

Gold bullion, not stocks. Technicals indicate that gold is going to run.

SPDR High Yield Bond ETF. High yield of around 13%. High yield market still has a very wide spread vis-à-vis treasuries and that spread is expected to narrow even further because the sector overall is not going to experience the default rates that the 13% yield rate is suggesting. With any kind of an economic…

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.

Thinks the pharmaceutical sector will start to do quite well in the next 2 years. It is so negative now in terms of what the government wants to do but historically they have never been able to cut the price of drugs. You are getting 5% to wait.

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.

Was an oil/gas story for quite some time, but lately the story has changed. Have done some spin outs which are very interesting. Very undervalued. Owns 25 million shares of International Beryllium (IB-X). This company is worth almost as much as Vangold.

A leading laboratory and diagnostic business. Less susceptible to changes that could occur in the health sector in the US. Very profitable with a lot of free cash flow. Very defensive.

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.

Posko - A steel company out of South Korea. Has very reasonable valuation metrics, good earnings quality and really good growth characteristics.

Owns timberland and involved in specialty fibres. Timber has very little correlation with commodity markets. Without harvesting, it continues to grow. Good for long-term holding. 5% yield.

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.

3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories. There will be more volatility with the fluctuation in commodity price. This is a safer way to play energy.

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

One of the areas in the financial services area that has pricing power. Will do better in a rising inflation.

Benefiting from trucking capacity being somewhat limited.

A classic market penetration in unserved regional markets.

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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

Not a fan at these prices and at this point in the market. Hoped-for stronger indication of improved sales going forward. Feels there's better ways to play the tech market.

Have a great noninvasive product to deal with heart problems. Have a new products in the pipeline. Good potential, but may be fully valued.

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