Table View - Opinions in Detail | StockChase

Opinions Table


Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-14 $0.000

Market.  US markets are not cheap but there are some names and industries that are good investments.  Some of the block chain companies are scarce in revenues and profits and high on valuation, so be careful.  And for Oil pipelines, you don’t have enough outlets, pipelines that are going under maintenance and storage that is getting full.  You could see oil in a $50 to $60 range but if inventories get depleted faster you could see it up to $65.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-14 $0.000

Canadian Banks.  It is an oligopoly. He has RY-T, TD-T and BNS-T.  Depending on what you own, he prefers ones with more exposure to the US.  He favours RY-T, TD-T, BNS-T and BMO-T for those reasons.  He steers clear of CM-T. 

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
COMMENT
AD-T Alaris Royalty Market Call (BNN TV) 2017-12-14 $0.000

You have to have a lot of faith as to where you are getting the royalty income.  You have to have a lot of confidence in what they are investing in.  Some of them have not worked out and some have been spectacular.  He has a small holding.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
TOP PICK
AGN-N Allergan PLC. Market Call (BNN TV) 2017-12-14 $0.000

They are the maker of Botox.  They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well.  They have a good drug pipeline.  (Analysts’ target: $225.00).

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
BUY
ALA-T Altagas Ltd Market Call (BNN TV) 2017-12-14 $0.000

He likes the name.  There is the uncertainty of the acquisition in the US.  They are going through the process of getting state approval.  They are down to one district.  It will probably come in March or April.  Some announced divestitures will probably be a catalyst for the stock.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
WEAK BUY
CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-12-14 $0.000

Almost 10% dividend.  It specializes in children’s content and woman’s content.  They have too much debt but are paying it down.  Dividend coverage is getting a bit close.  There is a large holding by Shaw so you never know when they will sell more of it.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
HOLD
CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-12-14 $0.000

Former darling of many investors.  They still pay a dividend but it was reduced.  The company was quite acquisitive over the years.  At times they may have grown too fast.  They have decent properties.  They don’t have the best balance sheet but at these valuations it is cheap.  Hang on to it to see if you get a recovery.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
WATCH
CPX-T Capital Power Market Call (BNN TV) 2017-12-14 $0.000

Just won a 20 year project n Alberta for a wind project.  Some of their assets are being transitioned from coal.  He is studying this company because the electricity market in this province will become more robust as coal is taken off line.  He is doing more work in it.  Electricity prices in the province may recover as they shut down coal.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
BUY
CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2017-12-14 $0.000

Hard liquor and some wines.  Very good brands.  He has looked at it and likes it at times but they are too highly valued at times. It one shareholder has too much so it is not liquid enough for him.  As cannabis becomes more main stream, they may want to invest in it in some way.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
DON'T BUY
EMP.A-T Empire Company (A) Market Call (BNN TV) 2017-12-14 $0.000

A year ago they went through a restructuring and then a big acquisition in Safeway.  They were left with a banner that had few discount brands in Western Canada, then tinkered with their loyalty program and that upset consumers.  Last quarter the results were not liked.  He used to have it but now prefers WN-T or L-T. 

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
HOLD
ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2017-12-14 $0.000

They recently raised equity.  It gives you a 6.9% dividend rate with modest growth.  He’d like to see the government change the rules regarding these equities.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
BUY
G-T Goldcorp Inc Market Call (BNN TV) 2017-12-14 $0.000

Based on seasonal studies, people suggest December is a good time to buy gold.  It is one of the more senior gold stocks.  Sometimes they have a rotation where each one underperforms in subsequent years.  This year however, BitCoin has outperformed.  He thinks this is a good time to buy gold.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
HOLD
JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-12-14 $0.000

A very large US company.  Pharma, consumer products and medical devices.  Great balance sheet, triple ‘A” rated.  The first two areas are doing well right now, but have done better.  Expect good earnings and cash flow.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
BUY
LNR-T Linamar Corp Market Call (BNN TV) 2017-12-14 $0.000

They are winning a lot of business from OEMs as they outsource part of the design of engine blocks.  They have another industrial division, Skyjack.  Last year they had a contract that was cancelled. He likes them.  They are really well managed.  It might too early to call an end to car purchases.  He likes this one and thinks it is a good buy right here.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
PAST TOP PICK
LOW-N Lowes Companies Inc. Market Call (BNN TV) 2017-12-14 $0.000

(A Top Pick Oct 13/16, Up 24%)  HD-N is the number one player.  He thinks if there is room for improvement here then he would go into this one.  It does not have the premium valuation of HD-N.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
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