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. This is a little bit of a bounce. The market was oversold. This is a key time because we are going into earnings season after having terrible economic reports. When you have negative news and the market rallies that is good. But C-N today came out missing on earnings with revenue up. Seasonally this…

Market. Christmas Eve was the bottom for the energy sector. A massive amount of hedge funds where long oil and short natural gas. They were wrong on both calls. The FANG stocks were going down at the same time. He thinks it is not over and that there may be one more pull back in…

Market. He is attending 'Inside ETFs', the largest ETF conference in the world. Active vs. passive is a trend being talked about there. The fastest growing area in the ETF space is the active management ETFs. China: We saw last week the market got up to important technical levels on the S&P. There were questionable…

Market. Multi asset funds have struggled over the last while. Last year was a whip saw year where we were up and down dramatically. He focuses on structural long term themes. In 1994 he learned not to get too aggressive on the sell side because the recovery comes so quickly. This is playing out again.…

He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.

Market. When you look at the facts it is difficult to make an argument on how the next few years will be as fruitful as the last few. The market is tired, exhausted, out of steam and is running out of catalysts as to why it should go higher and higher. He is realistic with…

Wish he had owned this much earlier. Beautiful chart and dividend over 5%. They flattened then shares started lifting when interest rates looked less hawkish. It's been doing quite well. He just bought it after the new year. (Analysts’ price target is $10.14)

The U.S. Fed almost did this halt in interest rate hikes out of the blue. It was sudden. Also, quantitative easing is back on the table, perhaps for a long time. What on Earth has crossed Powell's desk to reverse course? Also, China-US trade concerns remain. Nobody can trust Washington or Beijing. In Canada, SNC…

We're in a time of slower economic growth. The TSX has been a tear so far in 2019, but we're not out of the woods yet. The TSX has gone nowhere for five years. Now is just a technical bounce, but he could be wrong. The pullback last fall meant that markets couldn't handle rising…

Market Outlook - The 50 - 60% retracement of the massive drawdown of December makes your head spin. Where are we now? We are from an oversold position in December to a likely overbought now. If the TSX breaks the low that we saw in December, we are probably in the third wave and the…

Market Outlook Since Q3 the market has been downhill. There is too much uncertainty -- with arrests, indictments, and espionage leading the way. The recent Fed announcement hinted at raising rates next year, causing a 1000 point turnaround. He is not prepared to say the absolute worst is over, but for a long term investor…

Market Outlook - Amazon.com (AMZN-Q) issued a Q1 guidance a little weak and perhaps that indicates slower consumer spending. Consumer spending in a rising interest environment is a theme going forward. Interest rates are still rising even if the US pauses for a while and the global economy is weakening at the same time. That…

They kicked the can down the road by re-opening the US government today. Now, can the US solve the China tariff issue? Then, we can focus on the economy and fundamentals. We'll return to mediocre or slightly above average 3-7% earnings growth, but don't expect 18% growth as we did in 2008 right before that…

Market. The current market turmoil does not bother him that much because of his portfolio. He was going to say that but for most participants in the market he wants to be more respectful of volatility. Bottoming is a process. It will only be proven with what goes on from here. This was an area…

Market Outlook 2018 was a disaster year for energy investors. What we didn't see was the narrative around the Saudi production ramping up in support of the the Trump Administration Iranian embargo. However, exemptions were allowed for Iran and there was a clear long position for supply and traders sold oil and energy stocks. The…

Alberta oil refineries (the government announced today) are a good idea, but 40 years too late. Also, carmakers will be churning out more e-cars by the time those refineries are up. Audi just launched their today to rave reviews. As for oil, the US rig count slipped in December, but ultimately Canada needs pipelines to…

Market Outlook Some companies are being beaten up because of the NAFTA uncertainty. Some sectors seem abandoned. She is fully invested in the US. She doesn’t own any Canadian cash. She has shorted some stocks like Saputo Inc. (SAP-T) but she can’t short all the names that could be affected. She doesn’t think that we…

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…

Ron Joyce, co-founder of Tim Horton's, dies at 88. Good long life, and a successful Canadian business. He remembers the Tim Horton's from the 60's. Hugely successful over time. He will be missed.

Market. Not uncommon this late in the cycle to see this type of volatility.  Gives investors an opportunity to buy some of the stocks that were hit hard.  Seeing a shift from tech into utilities and more defensive names.  He doesn’t see a case for recession until 2020. He is long on equities, probably more…

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…

Highly liquid at $1-billion market cap. Generating free cash flow and one of the only royalty plays where streamers show growth, driven by a gold asset in Turkey that should come in in 2022-3. This should generate a lot of free cash flow. (no dividend, Analysts' price target: $8.02)

Now is a logical point that the major markets should be pausing after pulling back from the TSX's and S&P's 200-day moving average yesterday. In a bull market trend, the 200-day moving average acts as a level of support where buyers take advantage of the dip and support the market for the next leg higher.…

Market Outlook. Emerging Markets are an area of the world where there is a lot of macro misinformation. Now it is oversold, and he is positive on emerging markets contrary to what many people feel. He is not in Turkey and Argentina. He would focus on countries that have taken structural reform seriously and have…

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 bust.…

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…

Market. It has been a tough slog in Canada so far this year. Valuation multiples are reaching drastic lows across different sectors. Even after the NAFTA agreement, which is surprising. There is a velocity shock with rates in the US moving at the 10-year term from 2.85% to 3.25%. It takes a while usually for…

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.…

Investing in Ecuador? He has no problem with Ecuador; he owns Lundin which operates there. He likes the Americas. Mexico is TBD. Brazil, he doesn't know about the new leader but likes what he's doing in mining. The Americas are a good place to be including Ecuador.

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.

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.