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) 2017-12-12 $0.020

Economy. This economic expansion has been slow. We are in the 8th year of a recovery. The US economy bottomed in Q3 of 2009, and the cumulative GDP growth is 19%, whereas the historical average is 26%, so there is still a lot of headway. We are only getting 2.5% GDP growth and in the 8th year of recovery, and when you think of all the accommodation the Fed has put into the system, we are in an environment where we will be lower for longer. Now we are getting other economies, the euro zone, Japan, China and emerging markets kicking in, which is helping the global economy. The Canadian market has really lagged, particularly since the composition of the TSX includes a heavy weighting of energy and mining.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-12 $0.020

Market.  The new Cannabis for 2018 is Bitcoin, but he likes to think it is Block Chain upon which Bitcoin is based that is the new Cannabis.  Block chain, people are beginning to realize, is very serious.  Everyone has suddenly woken up and realized they have to take a hard look at it.  It will make easier transactions over international borders.  It is being used all over the world real time already.  It is a software/hardware situation.  He bought in a year ago.  There are new companies coming into it daily, although only one is publicly traded in Canada.  People are focused on the frenzy of the amazing gains and maybe someday there will be an amazing tumble in Bitcoin.  People may not take all the profit this month because they will have to pay the tax man for the capital gains.  Cannabis is going to carry on and the high fever of Bitcoin will continue.  He only invests in Block Chain though, not Bitcoin.

Michael Smedley CANADIAN BULLISH _N/A View
HOLD
AAPL-Q Apple Market Call (BNN TV) 2017-12-12 $171.700

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY
AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-12-12 $20.390

It had a bit of a tough year but it was commodity related.  It is almost a one of a kind – the big one in the world.  He has it for the long term.  He does not think it will be caught in tax loss selling, however.

Michael Smedley CANADIAN BULLISH Yes View
BUY
ALA-T Altagas Ltd Market Call (BNN TV) 2017-12-12 $28.840

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? This has a US acquisition which is expected to close next year that provides an attractive yield. She doesn't have a bias towards one or the other, and you can do either one.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
BB-T BlackBerry Market Call Tonight (BNN TV) 2017-12-12 $13.700

(A Top Pick May 26/17, Down 8%)  It’s a renovated, reconstructed company now.  It is not going back to the old tier, and it is going to be hard to crank it up to the previous levels.  But that won’t stop it getting back into the $20 range.  It has continued to earn royalties on the hardware.  It is now a specialized software companies.

$20+ Michael Smedley CANADIAN BULLISH Yes View
BUY
BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-12-12 $3.150

Next year will be better than the last.  The airbus deal creates quite a wholesome deal for them.  He bought a little personally thinking that it had somewhat turned a corner.  Today’s European rail car deal may not have very good margins, however.

Michael Smedley CANADIAN BULLISH Yes View
BUY
BOS-T Airboss of America Market Call Tonight (BNN TV) 2017-12-12 $10.390

He thinks it might be bought out at some point.  It will likely go up in 2018.  It is a supplier into the oil industry among others.  It probably won’t go down if there is a correction.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-12-12 $27.690

Prefers the parent, Brookfield Asset Management, which is where she has her exposure. It gives you a more diversified holding. Management has a long-term view on malls and retail. High quality malls will always have a place. This would be a good long-term investment.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-12-12 $3.870

Despite the fact that we see WTI up to $57 and Brent over $60, the Canadian producers are not reflecting those price levels. In fact, the differential has widened. A lot of Canadian energy producers are down, and she doesn't have a lot of exposure. Feels this one is more highly levered than some of the others. She would rather own a very low-cost producer with a very strong balance sheet.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
BTL-X BTL Group Ltd. Market Call Tonight (BNN TV) 2017-12-12 $11.310

(A Top Pick May 26/17, Up 145%)  On the basis of current business it is extremely well valued.  But it is early days with a very seriously usable platform in block chain for trading.  They will get clients and have had trial runs with V-N in Europe and with major oil and gas companies.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2017-12-12 $37.100

Doesn't follow this closely. It owns a lot of apartment buildings, particularly in areas like Metropolitan Toronto, where the housing market is relatively tight. Very steady cash flow streams. They get rate increases every year, so it's a relatively defensive type of investment. A good candidate if looking for yield and a defence of cash flow. Dividend yield of 3.5%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-12-12 $59.400

(Market Call Minute.) She would continue holding. It’s a bit expensive, so she wouldn't buy it.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-12-12 $59.400

(A Top Pick May 26/17, Down 4%)  It is in a stage of pause.  It is a brilliant company.  It has an exciting and nasty polymer bank note business. 

Michael Smedley CANADIAN BULLISH Yes View
DON'T BUY
CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-12-12 $11.740

Although it has had a huge dip, her preference would be to stay away and wait, because when you get to levels like this, there is a question about sustainability of the dividend. Distribution channels are changing, so they are kind of in a changing landscape.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK
CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2017-12-12 $15.760

This is a demographic play. The stock hasn't done too much in the past 3-6 months where we have seen the overall market rally. Just did an equity issue at $15.20, to retire some debt as well as to fund an Alberta acquisition. Dividend yield of 3.7%. This is the largest Canadian operator in seniors housing. Very good operators and have a good pipeline of organic projects as well as some of their M&A. (Analysts' price target is $17.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY
CSW.A-T Corby Spirit and Wine (A) Market Call Tonight (BNN TV) 2017-12-12 $21.600

[Caller asked about 'B' but BNN put up chart for 'A'] It is a fine company.  He has been in it long term.  It is inclined to go up a little.  People holding it don’t usually go rushing out the door because of the tax year.

Michael Smedley CANADIAN BULLISH Yes View
WATCH
DOO-T BRP INC. Market Call Tonight (BNN TV) 2017-12-12 $49.360

The recreational part of Bombardier.  They do extremely well.  He thinks it will continue to do very well.  It is controlled by the fairly than this is not a bad thing.  He doesn’t know if you buy it here if there is a big correction coming.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
ECS-T Ecobalt Solutions Inc. Market Call Tonight (BNN TV) 2017-12-12 $1.700

The best of the small cobalt companies in North America.  It has an asset that is alive and well.  It will be raising money for it while next door a mine is being decommissioned. 

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
ENB-T Enbridge Market Call (BNN TV) 2017-12-12 $49.330

Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be this. It has been held back by the uncertainty of the financing of their capital program and that has now been alleviated. Also, they are more diversified getting into natural gas.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK
ENB-T Enbridge Market Call (BNN TV) 2017-12-12 $49.330

She likes the Spectra acquisition they did as it diversified them into the US and international gas. They issued $1.5 billion in a new equity issue amongst 3 private institutions, so the overhang on their funding requirements has been alleviated. Dividend yield of 5.4%, and have confirmed dividend growth of 10% annually to 2020. (Analysts' price target is $60.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2017-12-12 $29.420

She likes the group, but doesn't own this. They recently did an equity issue to alleviate funding concerns over the next few years, as they have a big capital spending program. Provides a very attractive yield of 7%, which she feels is safe. Prefers the parent Enbridge (ENB-T). (See Top Picks.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
FB-Q Facebook Market Call (BNN TV) 2017-12-12 $176.960

Which of the FANG stocks do you least prefer? She probably wouldn't sell any. Would look at the valuation levels to see which were the most onerous and possibly trim back on the one that is the most elevated. Facebook (FB-Q) is probably the one most richly valued.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK
FNKO-Q Funko Inc. Market Call Tonight (BNN TV) 2017-12-12 $8.040

Collecting fads.  It is a very large and serious American company.  It has great experience even though it is new to the market.  (Analysts’ target: $12.00).

Michael Smedley CANADIAN BULLISH Yes View
DON'T BUY
G-T Goldcorp Inc Market Call (BNN TV) 2017-12-12 $15.160

(Market Call Minute.) Has very little gold exposure. Gold prices have been very weak, and she doesn't see any urgency to get into this. She is not adding to her position or buying for new accounts right now.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
GE-N General Electric Market Call (BNN TV) 2017-12-12 $17.910

Hold or Sell? This has probably bottomed now, given that the new CEO has come in. He cut the dividend quite dramatically, and intends to sell more assets. Their core power business is not doing very well and will take a number of years to rectify. If you are a very long-term investor, and have ridden out the pain, it likely has bottomed and things can only get better going forward. Prefers United Technologies (UTX-N).

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
WAIT
GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-12-12 $76.090

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-12-12 $1048.770

(A Top Pick Dec 14/16. Up 29%.) FANG stocks have all done quite well as a group. This has online advertising and is the leader in online search. They are going to garner a natural share of online advertising.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD
GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2017-12-12 $7.640

It is a very long term appreciation.  It is a very fine business in that it finances and funds other production that it believes will come its way.  It won’t move up until the time comes and you might have to wait a long time.  It is not speculative.

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
HIVE-X HIVE Blockchain Technologies Market Call Tonight (BNN TV) 2017-12-12 $3.900

Another Block Chain technology and Block Chain mining company.  It is data accumulation and mining.  It is a strange area.  Block Chain was set up with the miners rewarded for their mining of new coin.  It is limited to $21 Million.  It is mind boggling the amount of computing power needed to mine this crypto currency. 

Michael Smedley CANADIAN BULLISH No View
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